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MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
MELJUN CORTES Sales and Distribution Rules
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MELJUN CORTES Sales and Distribution Rules

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MELJUN CORTES Sales and Distribution Rules

MELJUN CORTES Sales and Distribution Rules

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  • 1. Unit 17Sales and Distribution (SD) - Rules -
  • 2. Business Process Integration Rules SD © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 2 reserved.
  • 3. Rules• Defines the parameters for Master Data and Transactions• Determines functionality for Master Data and Transactions• Relatively fixed• Changes as policy changes © 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. Assign Sales Area to Pricing ProcedurePricing Procedure Assignment uses thecombination of:• Sales Area• Document Pricing Procedure• Customer Pricing ProcedureEach combination of these has a pricing procedure assigned © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 5 reserved.
  • 6. Availability Check• In determining the material availability date the system can include specific stocks if selected, such as: – Safety stock – Stock in transfer – Quality inspection stock – Blocked stock – Restricted use stock – All movements of stock © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 6 reserved.
  • 7. Credit Checking• Static Credit Limit Check – Open Orders – Open Deliveries – Open Billing documents – Open Items (accounts receivable)• Credit check to maximum document value (per order) © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 7 reserved.
  • 8. Shipping Functions • Shipping Point Determination – The shipping point is selected for each line item based on the shipping point determination process – Shipping point based on: – Shipping condition – Loading group – Delivering plant © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 8 reserved.
  • 9. Shipping Functions – (continued)• Route Definition – Delivery method and the transit time – ‘Dummy’ routes can be used to easily define transit time• Route Determination – Proposed route is chosen using – Shipping point – Destination country – Transportation zone – Shipping condition © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 9 reserved.
  • 10. Revenue Assignment Determination • Transfers billing values from the Sales and Distribution to Finance • Used to recognize revenue • Keys used to allocate revenue to the proper account © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 10 reserved.
  • 11. Automatic Account Assignment• Defines the G/L accounts that billing entries are posted to — revenue, sales deductions, surcharges, freight charges, etc. Condition Chart of Sales Customer Account General LedgerApplication Type Accounts Organization Account Group Key Account V KOFI C001 S001 01 ERL 600999 Sales Condition Sales Sales Customer Pricing Chart of Tables Document Document Master Procedure Accounts © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 11 reserved.
  • 12. Unit 17 – Exercises 138. Assign Sales Areas to Pricing Procedure 139. Define Availability Check for Sales Orders 140. Assign Sales Document to Credit Check 141. Create Shipping Point Determination 142. Create Revenue Account Assignment Key 143. Check Stock Status © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 12 reserved.
  • 13. Unit 18Sales and Distribution (SD) - Transactions -
  • 14. Business Process Integration SD © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 14 reserved.
  • 15. Transaction Data• Includes internal and external exchanges that describe business activities• Unlike master data, aggregate transactional data is dynamic – each transaction is unique © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 15 reserved.
  • 16. 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 16 reserved.
  • 17. Document Types Inquiry Quotation Returns Contract Scheduling Sales Order Cash Sales Consignment Agreement Returnable Credit Rush Order Debit Memo Packaging Memo © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 17 reserved.
  • 18. Order Processing Functionality• Delivery scheduling• Availability check• Transfer of requirements to Material Requirements Planning• Pricing• Credit check• Shipping point and route determination• Foreign trade and license processing• Document flow © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 18 reserved.
  • 19. Delivery Scheduling• Automatic scheduling of essential shipping activities• Calculated using defined activity times• Resulting in scheduled activity dates• Determined using backward and forward scheduling rules © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 19 reserved.
  • 20. Delivery Scheduling – (continued)• Structure of sales documents Header Line Item # 1 Schedule Line # 1 Schedule Line # 2 Line Item # 2 Schedule Line # 1 © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 20 reserved.
  • 21. Delivery Scheduling Terminology• Transportation lead time – Time required to schedule transportation• Pick/Pack time – Time required for picking and packing• Load time – Time required to load• Transit time – Time required to transport goods from shipping point to ship-to © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 21 reserved.
  • 22. Backward Scheduling Order Material Transp. Goods Requested Date Availability Sched. Loading Issue Delv. Date 1st 2nd 3rd 4th 5th 6th Transp. Loading Transit Pick & Pack Sched. Time Time Time (2 days) (2 days) Time (1 day) (1 day) © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 22 reserved.
  • 23. Forward Scheduling Requested NewOrder Material Transp. Goods Delv. Delv.Date Sched. Loading Issue Date Date Availability 1st 2nd 3rd 4th 5th 6th 7th Transp. Loading Transit Pick & Pack Sched. Time Time Time (2 days) Time (1 day) (2 days) (1 day) © SAP AG - University Alliances and The January 2008 Rushmore Group, LLC 2008. All rights 23 reserved.
  • 24. Availability Check• Determines the material availability date• Considers inward and outward movement of inventory — customizable• Influences partial deliveries by – Proposing a quantity that can be delivered on the requested date (complete delivery) – Determines earliest date for full delivery – Determines the number and dates for partial deliveries to fulfill the order © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 24 reserved.
  • 25. Availability Check – (continued)• In determining the material availability date the system can include specific stocks if selected, such as: – Safety stock – Stock in transfer – Quality inspection stock – Blocked stock – Restricted use stock – All movements of stock © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 25 reserved.
  • 26. Transfer Requirements to Material Requirements Planning • Ordered quantities are passed to Material Requirements Planning • Controlled by the schedule line category • Blocking of documents can affect requirements passing — delivery block © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 26 reserved.
  • 27. 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 27 reserved.
  • 28. Credit Check• Efficient means to implement credit management• Integrated with Financial Accounting (FI) -- Via credit control area• Automatically alerts when a credit check fails• Comprehensive credit management reporting © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 28 reserved.
  • 29. Shipping Point and Route Determination• A shipping point is determined for each line item — shipping point determination• A delivery can only be processed from one shipping point• Routes - route to be traveled & transit time are determined using customized rules• Routes can be used to simply define transit time © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 29 reserved.
  • 30. Foreign Trade and License Processing• Predefined trade areas — NAFTA, EU• Automated reporting for trade areas• Automated controls – License management – Embargo lists – Control by customer, country, product, point in time © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 30 reserved.
  • 31. Document Flow• The document flow feature allows you to find the status of an order at any point in time. The SAP system updated the order status every time a change is made to any of the documents created in the customer order management cycle (Order to Cash). © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 31 reserved.
  • 32. Unit 18 – Exercises 144. Create Sales Order 145. Check Stock Status 146. Create Delivery Note for Sales Order 147. Check Stock Status 148. Pick Materials on Delivery Note 149. Post Goods Issue 150. Check Stock Status 151. Bill Customer 152. Post Receipt of Customer Payment 153. Review Document Flow © SAP AG - University Alliances and TheJanuary 2008 Rushmore Group, LLC 2008. All rights 32 reserved.

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