MELJUN CORTES Sales and Distribution Master Data
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MELJUN CORTES Sales and Distribution Master Data

MELJUN CORTES Sales and Distribution Master Data

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  • 1. Unit 15Sales and Distribution (SD) - Master Data -
  • 2. Business Process Integration © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 2 reserved.
  • 3. Master Data• Master data is relatively fixed – Material Master Data – Vendor Master Data – Purchasing Information Record – General Ledger Master Data• Before making the Master Data configurations, you must have completely defined the organizational structures © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 3 reserved.
  • 4. Sales and Distribution (SD) SD FI Sales and Financial Distribution Accounting MM CO Materials Controlling SM PP Mgmt. Production Planning R/3 AM Fixed Assets Mgmt. EC Service Client / Server Enterprise Mgmt. Controlling QM Integrated Business PS Quality Project Mgmt. PM Solution WF System Plant Maintenance Workflow HR IS Human Industry Resources Solutions © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 4 reserved.
  • 5. Master Data Core Elements Customer Master Data Material Pricing © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 5 reserved.
  • 6. Material Master – Sales Views• Sales: sales org. 1• Sales: sales org 2• Sales: general/plant• Foreign trade export Barrel Pen• Sales: text © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 6 reserved.
  • 7. Material Master – Sales: Sales Org. 1 View• General Data – Base Unit of Measure • The Base Unit of Measure is the unit of measure in which stocks are managed within your company. – Division • You may enter the Division which your product is in for sales (defaults if entered in the Basic data screen). – Material Group • A key that’s used to group several materials or services for analysis/reporting as well as search by match code. – Sales Unit • The unit of measure in which the material is sold, if left blank then uses the base unit of measure. © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 7 reserved.
  • 8. Material Master – Sales: Sales Org. 1 View (continued) – Delivering Plant • Plant from which the material is available for sale. – Cash discount • Indicator used for materials, which allow for a cash discount. – Conditions • Pricing procedure for the material• Tax Data – Tax classification material • The indicator with which the system determines output tax for the material when processing sales and distribution- specific documents © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 8 reserved.
  • 9. Material Master – Sales: Sales Org. 1 View (continued)• Quantity Stipulations – Minimum Order Quantity • Minimum quantity a customer may order. – Minimum Delivery Quantity – Minimum quantity that may be delivered to a customer – Delivery Unit • The delivery unit consists of a number and a unit of measure. In the case of a delivery unit of 30 pieces, 30, 60, 90, and so on pieces can be delivered, but not, however, 100 pieces. © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 9 reserved.
  • 10. Material Master – Sales: Sales Org. 2 View• Grouping Terms – Material Statistics Group • Determine which data the system updates in the logistics information system – Material Pricing Group • A way of grouping materials to which you want to apply the same conditions – Volume Rebate Group • Group definition used for rebate settlement. – General Item Category Group • Materials grouping that helps the system to determine item categories during sales document processing. © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 10 reserved.
  • 11. Material Master – Sales: Sales Org. 2 View (continued)• Grouping Terms – Item Category Group • A grouping of materials that the system uses to determine item categories during the processing of sales documents. – Commission Group • Commission group to which the material is assigned. © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 11 reserved.
  • 12. Material Master Sales: General/Plant View • General Data – Base unit • The unit of measure in which items are managed in the company – Gross weight • Used to check storage capacity in warehouse – Net weight • Weight excluding packaging and extras – this is needed for sales and distribution – Avail. Check • Option to do an availability check for orders and MRP © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 12 reserved.
  • 13. Material Master Sales: General/Plant View (continued)• Shipping Data (times in days) – Transportation Group • Group materials that have the same transportation requirements. For example, bulk stock materials – Loading Group • Loading groups define materials that have the same loading requirements, such as forklift truck, or crane. © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 13 reserved.
  • 14. Material Master Sales: General/Plant View (continued)• Packaging Material Data – Material group Pack Materials • Materials that require similar packaging materials• General Plant Parameters – Negative stock • Indicates if negative stocks of the material are allowed at the plant – Profit Center • Identifies the profit center in the current controlling area © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 14 reserved.
  • 15. Material Master Sales: Sales Texts View • Sales Texts – Exchange of information throughout the logistics chain – In sales and distribution, this exchange of information is supported by texts in master records and documents – You can define as many text types as you require (sales texts, shipping texts, internal notes, supplement texts etc.) for master records and documents © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 15 reserved.
  • 16. Unit 15, Group 1 – Exercises 127. Create Sales Views for Trading Goods 128. Create Sales Revenue Account 129. Create Sales Revenue Deduction Account © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 16 reserved.
  • 17. Master Data Core Elements Customer Master Data Material Pricing © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 17 reserved.
  • 18. Customer MasterCustomer Master Datais created by Sales Sales AreaArea US Sales • Sales Organization S000 • Distribution Channel • Division Distribution Division - 01 Channel - RE © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 18 reserved.
  • 19. Customer Master - (continued) General Data Company Code Data Financial Accounting (FI) Customer 43 Sales Data Sales and Distribution (SD) © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 19 reserved.
  • 20. Customer Master• A master record must be created for every customer• General data, Company Code data (Financial Accounting - FI), and Sales Org. data (Sales and Distribution - SD)General data Company Code data Sales Org. data Address Account Mgmt Sales Control data Payment Shipping Payment transactions Billing transactions Correspondence Partner Usage © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 20 reserved.
  • 21. Customer Master General Data – Address General Data – Address Address Customer Name Search Term Street address City, Region Postal code Country Communication Language Telephone, Fax, E-Mail © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 21 reserved.
  • 22. Customer Master General Data – Control Data• Account Control – Vendor number – Authorization Group – Trading partner – Group key• Tax Information – Tax codes – Fiscal address – Country code – City code• Reference Data / Area © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 22 reserved.
  • 23. Customer Master General Data – Payment Transactions• Bank Details – Country – Bank Key – Account holder – Bank Account – Control Key – Collection © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 23 reserved.
  • 24. Customer Master General Data – Marketing• Classification – Nielsen ID – Customer classification – Industry – Industry codes• Operating Figures – Annual sales – Number of employees – Fiscal year variant• Sales Prospecting – Legal status © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 24 reserved.
  • 25. Customer Master General Data – Foreign Trade• Export Data – Country key – TDO Date (Table of Denial Orders) – SDN Date (Specially Designated Nationals) – Boycott Date• Usage – Mainly civilian usage – Mainly military usage• Classification – Biochemical warfare – Nuclear nonproliferation – National security © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 25 reserved.
  • 26. Customer Master General Data – Unloading Point• Unloading Points – Unloading point – Default – Calendar key – Default Unloading Point – Goods receiving hours © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 26 reserved.
  • 27. Customer Master General Data – Contact Persons• Contact Person – Name – First name – Department – Function © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 27 reserved.
  • 28. Customer Master Company Code – Acct Information• Accounting Information – Rec. Account – Sort key – Head office• Interest Calculation – Interest indicator – Interest cycle – Interest calculation frequency in months – Last interest run• Reference Data – Previous account number – Buying group © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 28 reserved.
  • 29. Customer Master Company Code – Payment Transactions• Payment Data – Terms of Payment – Tolerance group• Automatic Payment Transactions – Payment methods – Payment block – Alternative payer – Grouping key – Lockbox © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 29 reserved.
  • 30. Customer Master Company Code – Correspondence • Dunning Data – Dunning procedure – Dunning block – Dunning recipient • Correspondence – Accounting clerk – Acct at customer – Customer user • Payment Notices To – Customer – Sales – Accounting – Legal © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 30 reserved.
  • 31. Customer Master Company Code – Insurance• Export Credit Insurance – Policy Number – Institution Number – Amount Insure – Valid Until – Lead Months – Deductible © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 31 reserved.
  • 32. Customer Master Sales and Distribution – Sales• Sales Order – Sales District – Sales Office – Sales Group – Order Probability – Item Proposal• Pricing / Statistics – Price Group – Customer Pricing Procedure – Price List Type – Customer Statistical Group © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 32 reserved.
  • 33. Customer Master Sales and Distribution – Shipping• Shipping – Delivery Priority – Shipping Conditions – Delivering Plant – Order Combination• Partial Delivery – Complete Delivery Required By Law – Partial Delivery per Item – Max Part Deliveries – Under/Over delivery Tolerances• General Transportation Data – Transportation Zone © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 33 reserved.
  • 34. Customer Master Sales and Distribution – Billing• Billing Section – Subs. Invoice Processing – Rebate – Price Determination – Invoicing Dates• Delivery and Payment Terms – Incoterms – Payment Terms• Accounting – Account Assignment Group• Taxes – Tax Classification © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 34 reserved.
  • 35. Customer Master Sales and Distribution – Partner Functions• Partner Functions – Partner Function (PF) – Number – Partner Description• Sample Listing of Partner Functions Types• SP – Sold-to-party• BP – Bill-to-party• PY – Payer• SH – Ship-to-party © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 35 reserved.
  • 36. Business Partners• Defines all of the parties involved in a business transaction• Differentiates between their roles – Customer – Carrier – Employees – Etc. © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 36 reserved.
  • 37. Business Partners• The system will automatically assign a business partner to the customer master and to any transaction• There are four default business partner – Sold-to – Ship-to – Bill-to – Payer• They may be the same or different.• More business partners can be added to carry out additional business transactions © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 37 reserved.
  • 38. Customer Account Group• Customer masters are assigned to a customer account group• Through field status maintenance, account groups can be setup for one-time customers, regional customers, internal …• The customer account group controls both type and number range assignment for customers © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 38 reserved.
  • 39. Field Status• Field status controls the use of each field within the customer master determining whether a field is required, optional, suppressed or display only• Field status controls are also relevant to a specific activity — create, change, or display © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 39 reserved.
  • 40. Business Partners Sold-to Party• Customer who orders Sold-to• Can default for all partner functions — sold-to, ship- to, payer, bill-to Ship-to• Primary type of business partner Bill-to• Independent and cannot be linked to other sold-to partners Payer © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 40 reserved.
  • 41. Business Partners Ship-to Party Sold-to• Receive delivery• Can be linked to more Ship-to than one sold-to address Bill-to Payer © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 41 reserved.
  • 42. Business Partners Bill-to Party Sold-to Ship-to• Partner who is delivered the invoice• Can be linked to more Bill-to than one sold-to address Payer © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 42 reserved.
  • 43. Business Partners Payer Sold-to Ship-to• Partner who pays the bill Bill-to• Can be linked to more than one sold-to address Payer © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 43 reserved.
  • 44. Single and Multiple Ship-to Parties Sold-to: 10 Single ship-to Ship-to: 10 Bill-to: 10 Payer: 10 Multiple ship-to’s Single payer Sold-to: 10 Ship-to: 11 Ship-to: 10 Bill-to: 10 Payer: 10 © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 44 reserved.
  • 45. Business Partners Sold-to Sold-to Ship-to Bill-to Ship-to Ship-to Payer Ship-to Ship-to Ship-to © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 45 reserved.
  • 46. Unit 15, Group 2 – Exercises 130. Review Sold-to, Ship-to, and Bill-to Account Groups 131. Create Customer 132. Create Ship-to Party 133. Assign Ship-to Party to Customer © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 46 reserved.
  • 47. Unit 16Sales and Distribution (SD) - Master Data -
  • 48. Business Process Integration © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 48 reserved.
  • 49. Master Data• Master Data is relatively fixed – Material Master Data – Vendor Master Data – Purchasing Information Record – General Ledger Master Data• Before making the Master Data configurations, you must have completely defined the organizational structures © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 49 reserved.
  • 50. Sales and Distribution (SD) SD FI Sales and Financial Distribution Accounting MM CO Materials Controlling SM PP Mgmt. Production Planning R/3 AM Fixed Assets Mgmt. EC Service Client / Server Enterprise Mgmt. Controlling QM Integrated Business PS Quality Project Mgmt. PM Solution WF System Plant Maintenance Workflow HR IS Human Industry Resources Solutions © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 50 reserved.
  • 51. Master Data Core Elements Customer Master Data Material Pricing © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 51 reserved.
  • 52. Pricing• Highly touted “World-class” functionality• Very easily tailored to meet business needs• A very robust module in SAP• Gross to net pricing for material © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 52 reserved.
  • 53. Standard Pricing Process• Standard Pricing – Calculates the gross price – Then applies – Discounts – Surcharges – Applicable Taxes – Calculates the final price• Final price = gross price - discounts + surcharges + taxes © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 53 reserved.
  • 54. Cost-Plus Pricing Process• Cost-plus pricing – Captures the base cost – Then applies – Markup – Discounts – Surcharges – Applicable Taxes – Calculates the final price• Final price = cost + markup - discounts + surcharges + taxes © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 54 reserved.
  • 55. Pricing Components • Pricing uses tables to match the condition of order to the applicable pricing routine • These routines can – Add/Subtract amounts, percentages – Give dollar, weight, quantity breaks/additions – Accrue © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 55 reserved.
  • 56. Pricing Procedure• Pricing uses one of possibly many procedures based upon – Item – Customer – Order type – Sales Area• The procedure will then apply – Prices (Gross) – Discounts & Surcharges – Freight – Taxes © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 56 reserved.
  • 57. Pricing Procedure – (continued)• Pricing conditions for each item on the order• Pricing condition uses – Pricing procedure – Access sequence – Conditions type• Determines adjustments and price © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 57 reserved.
  • 58. Pricing ProcessLine Item inSales Order PPEN000 Doc. Pric. Cus. Pric. Sales AreaPricing Procedure Proc. Proc. S000-RE-01Determination OR=A 43 = 1 Pricing Procedure = RVAJUSPricing ProcedureContains List of Condition Type PR00 = PriceCondition TypesCondition Types Access Sequence PR02 = PricePoint to 10 – Customer/materialAccess Sequence 20 – Price list cat./currency/material 30 – MaterialAccess SequenceProvides the Search 30 – Material Price = $9.50Order for Pricing © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 58 reserved.
  • 59. Pricing Process Line Pricing CTyp points Access Seq. Cond. Tbls. Item Proced. to Access Seq. points to contain the Det. Cond. Tbls. Item Pricing Sales Area PR00 PR02 Cust. / Mat. N/A PPEN000 Doc. PP Points to Points to Cond. Price List / Cur / Mat. N/A Cust. PP PR02 Tables Material $ 9.50 Sales Dist. Doc. Cust. Price Div Org. Chan. PP PP Prod. 0001 01 01 A 1 RVAA01 0001 01 01 A 2 RVAB01 0001 01 01 B 1 RVWIA1 0001 01 01 C 1 RVCA01 S000 RE 01 A 1 RVAJUS S000 WH 01 A 1 RVAJUS Price Acces Access Access Prod. Ctyp Description seq. Seq. No. Description RVAJUS PR00 Price PR02 PR02 10 Customer/material with release status PB00 Price (Gross) 20 Price list cat./cur/mat with rel status KA00 Sales deal K305 30 Material with release status K007 Customer Discount K307 K305 10 Customer/material with release status K004 Material K304 K307 10 Customer with Release Status K005 Customer/Material K305 K304 10 Material with release status © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 59 reserved.
  • 60. Credit Limits and Checking • Define automatic credit limit checks to your company’s requirements • You can also define at what point the system carries out these checks (order, delivery, goods issue, and so on) • A credit representative is automatically alerted to a customer’s critical credit situation as soon as order processing starts • Employees can be automatically notified of critical credit situations via internal mail © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 60 reserved.
  • 61. Credit Limits and Checking – (continued)• Credit representatives are able to check a customer’s credit situation to decide whether the customer should be granted credit• Works in distributed systems – Central financial accounting – Non-central sales and distribution on several sales and distribution computers © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 61 reserved.
  • 62. Credit Check• You can use this function at any time within service processing to call up information about the current credit status of a customer• Credit limit can be checked manually or automatically• The system generally checks the planned costs without tax• If a customer has exceeded their credit limit, the system issues a warning © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 62 reserved.
  • 63. Credit Check – (continued)• The checks can be carried out at various times during the sales order cycle, from order receipt to delivery• You can define a credit check for any valid combination of the following data: • Risk category • Document credit group • Credit control area © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 63 reserved.
  • 64. Unit 16 – Exercises 134. Create Material Prices 135. Create Customer Specific Material Price 136. Create Customer Discount 137. Establish Credit Limit for Customer © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 64 reserved.