MASTER DATAs IN SAP SALES & DISTRIBUTION MODULE
Maintain Customer Master Record Data
Maintain Material Master Record Data
Maintain Customer - Material Information Record Data
Maintain Condition Master Record Data and Explain the
5. Issue Output for Sales Documents
6. Work with the Incompletion Log
STEPS IN BUSINESS PROCESS
Material Determination / Product Selection
Condition Types for Pricing
Item Proposal / Product Proposal
Condition Exclusion Groups for Pricing
Material Listing and Exclusion
Customer Material Info Record
Header Conditions in Pricing
Revenue Account Determination
Partner Determination Procedure
Subsequent Free of Charge Delivery
Free of Charge Delivery
Invoice Correction Request
Contracts / Outline Agreements
Consignment Business Process
Copy Control for Sales Documents
Bill of Materials
SPECIAL BUSINESS PROCESSES
Inter Company sales
Third Party sales process
Make to Order
Consignment Business process
• The Sales and Distribution Document Types are categorized as follows:
– Sales Document Types: Inquiry, Quotation, Standard Order, Credit and Debit
– Delivery Types: Delivery, Returns (delivery)
– Billing Types: Invoice, Credit Memo, Debit Memo
• Documents can be created with reference to previously created documents
(for example, an Order created with reference to a Quotation). SAP can
also keep track of the order cycle through the use of document flow.
• You can influence the control of the Sales and Distribution documents and
create new document types.
• When creating a New Document Type, copy an existing one. By copying an
existing entry you will also copy other table entries related to document
processing. Select an Order Type that functions most like the one you are
trying to create. Thereafter make the necessary changes.
• The initial rule on an SAP SD project should be that no new document
types will be created. During design, the sales processes are defined and
SAP Standard Order Types and Configuration Options should be fully
explored to meet the business requirements. Once it is determined that a
process cannot be fulfilled with standard SAP document types /
configuration, a New Document Type can be created.
The various Sales Document types are distinguished by their control elements, which are
defined in tables. In this way, Sales Document types can be adapted to meet special demands
or additional document types can be defined.
Documents can vary along the following lines:
Can the document be entered only with reference to another document?
Should the existing customer-material information record be taken into consideration?
Should the delivery date be proposed?
Should the division be taken from the material master record for every item or should an
alternative division specified in the header take precedence over the item specifications?
Should a delivery note automatically be created when the sales document is posted?
Above are the document types delivered with SAP to support various business transactions.
Sales documents are differentiated by whether they are Pre-Sales or Sales documents.
Pre-Sales documents include Inquiries (IN) and Quotations (QT). An Inquiry is not a legally
binding document but is used to document Customer inquiries about a company’s products
or services. A quotation is a legal document in that you are giving a Customer Price
information, which you need to abide by if the Customer decides to make the Purchase.
Standard and Rush Orders are legal sales documents and represent a Customer’s request for
product to be delivered on a specified date.
Outline Agreements: Contract and Scheduling Agreements are legal agreements between
supplier and customer to supply certain products in certain quantities for a specified price.
There are several Document which are related to dealing with Customer Complaints.
The Reject Button on the tool bar of the Sales Document allows the rejection of the entire
document, a dialog box also allows entry of a rejection reason.
The system supports the following Shipping functions:
Deadline monitoring for referencing documents such as Sales Orders and Purchase Orders
Delivery creation and processing
Monitoring and rechecking of Availability. If quantity is NA, a delivery is not created.
Packing and Transportation Planning
Printing and Transmission of Shipping Document and Shipping Papers
Posting Goods Issue
Updating of the Billing due List via posting of Goods Issue
Using Overviews to control Business transactions currently being carried out.
The Delivery Document is used for initiating and tracking shipping related activities in SD.
The following functions are supported by Billing:
Credit and Debit memo creation
Cancellation of business transactions/invoices
Transferring Posting data to Financial accounting. This transfer is generally carried out
when the Billing document is created. For complex Billing documents (i.e., Credit and
Debit memos), you may need to set a posting block in the Billing document instead. The
Accounting document associated with the Billing document will be created only after
this block has been removed.
Using the menu path “Billing DocumentCreate,” you enter the SD Document number(s) for
which you are creating a Billing Document. The system will verify whether or not the
documents are relevant for billing.
More than one document can be specified for billing. Also, more than one invoice can be
created, if the line items specified do not meet the reqmts specified in the document flow.
If the system is not able to create an invoice for a particular document to be billed (for
example, because of a billing block), it is recorded as such in the billing log.
To create a specific billing document: LogisticsSDBillingBilling
You create a Return Order (RE) when you agree to take back goods as a result of a complaint.
A Return Order can be created with or without reference to a Sales Order. It can also be
created with reference to a Billing Document.
When you process Returns, you can control whether the system should automatically set a
Billing Block. This is controlled in Sales Document Type configuration.
After checking the goods, you can release the Returns Delivery for Credit Memo creation by
removing the Billing Block on the Return Order. At this stage, you can also determine the
amount of the quantity to be credited. You can also enter a reason for rejection.
The basic steps regarding Return processing in SAP are as follows:
A Return Order is created that has an automatic Billing Block.
A Return Delivery is created (post Goods Issue, but system understands it as a receipt).
The Billing Block is removed from the Return Order, and the order quantity is adjusted to
equal the quantity actually received.
A Credit Memo is created, using the Return Order quantity as the basis.
• Introducing SAP (SD) in the Firm required 3 x 2 Hrs Training Sessions
for the employees per Week for Two Months. Total 50 Hrs.
• Implementation Method chosen was simultaneous running of both
SAP and previous systems for further period of 4 Months. This
ensured gaining of familiarity as well as removal of glitches, and
correcting Employees’ mistakes.
• Success in Implementing SAP was that ‘No Work’ was left incomplete
at the end of each Day. Otherwise the System cannot run on the next
Day, and will show which all work is outstanding of the previous day.
• Introducing SAP was a costly affair. The benefits could be understood
only during the Second year onwards.
• The Quality and confidence of the Staff has increased. They are also
getting better paid as the Company is working more efficiently.
• The Company has retained the Consultants to help further simplify
procedures, apply better Report formats and switch to ‘Cloud’.
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