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  • Base Unit of Measure = EA Sales Unit of Measue = BOX (Table: 1 BOX = 20 EA) Delivery Unit of Measure = PAL (Table: 1 PAL = 12 BOX)
  • Item Category Group + Document Type = Item Category (Item Category Group is freely definable in Controlling - Product Cost Controlling - Product Cost by Sales Order - Control of Sales-Order-Related Production - Selection of Requirements Type Through SD Item Category - Check Item Category Groups). Item Categories defined in (same path) - Check Item Categories. Table that links: Item Categroy Groups with Document Types is populated in (same path) - Assign Item Categories. Item Category dettermines how a specific item is processed by system. E.g. a text item is not relevant for pricing.
  • Material Pricing Group: A way to group materials to which you want to apply he same conditions. Item Category Group + Document Type = Item Category (Item Category Group is freely definable in Controlling - Product Cost Controlling - Product Cost by Sales Order - Control of Sales-Order-Related Production - Selection of Requirements Type Through SD Item Category - Check Item Category Groups). Item Categories defined in (same path) - Check Item Categories. Table that links: Item Categroy Groups with Document Types is populated in (same path) - Assign Item Categories. Item Category determines how a specific item is processed by system. E.g. a text item is not relevant for pricing.
  • Address Name: Name of the customer. Search Term: A method to find your customer by match-codes. Street: Optional entry. City: Mandatory entry. Postal Code: Mandatory entry. Country: Mandatory entry. Communication Language key Mandatory entry
  • Account control Vendor If the Customer is a Vendor as well, enter the Vendor number here. Group key Freely definable key for reporting Tax information Tax code 1 Number, with which the customer reports to the tax authorities. Tax code 2 Number, with which the customer reports to the tax authorities. Fiscal address Account number of the master record containing the fiscal address. Tax information County code Key for county taxes. City code Key is used for city taxes. Tax jurisdiction code This code is used in the US to determine tax rates. Reference data / area Industry Freely definable name for a group of companies (e.g.trade, manufacturing). Transport Zone Region, where the ship-to party is located.
  • Nielsen ID Nielsen indicator. The regional division of the company according to the Nielsen Institute, allows market analysis of your market by the A.C. Nielsen Company. Customer classification Freely definable customer classification field. Industry Branch of industry classification of customer. Industry code 1 Standard Industry Codes (SIC). Operating figures Annual sales Annual sales in currency in year. Number of employees Number of employees in year. Fiscal year variant The fiscal year variant of the company. Sales prospecting Legal status A coding of the legal status of the company i.e. Limited, Incorporated.
  • Country Country. Bank Key Country-specific bank key. Account holder Name of account holder, if different from customer name. Bank Account Number, under which the account is managed at the bank. Control Key This field has different uses in different countries. In the US, this number is used to identify checking vs. savings account. Collection This checkmark is selected, when the customer allows for direct payment collection through the bank.
  • Unloading point The customer point at which deliveries are to be unloaded. Customer calendar Defines the factory calendar that your customer uses, specifying days on which deliveries will be accepted. Unloading point default If more than one unloading point is specified, this check box is used to identify which unloading point is to be defaulted. Goods receiving hours Customer specific schedule of receiving hours.
  • Country key for export Country key for the country that placed this customer on the boycott list. control of customer Table of Denial Orders Check mark indicator for customer who is listed in the Table of Denial Orders list. (US) list (TDO) TDO date Date, on which the customer was last checked on the TDO list. Special Designated List of individuals and companies that US companies shouldn’t trade with or only on a limited basis. Nationals list (SDN) SDN date Last check date for customer on SDN list Boycott Check mark for customers on your company’s boycott list. Boycott date Date, on which the customer was last checked on the company boycott list. Mainly civilian usage Indicators for customer’s product usage. Mainly military usage Indicators for customer’s product usage. Classification Indicators for: Chemical/Biological Warfare, Nuclear Nonproliferation, National security and Missile technology.
  • Name Name of contact. Telephone1 First telephone number of the contact. Department Description of the department of the contact for internal purposes. First name First name of contact Form of address e.g. Mr., Ms. Function Job function of contact.
  • Reconciliation Account Reconciliation account Sort key This field indicates the standard sort sequence for the display of the line items. Head office This field contains the account number of the head office. Interest calculation Interest indicator Checkmark for automatic interest calculation. Interest calculation frequency Frequency of automatic interest calculation (in months). Last key date System generated date of last interest calculation. Reference data Buying group Number of buying group (if applicable).
  • Payment terms Payment terms including optional cash discount. Tolerance group Freely definable group term for the business partner, customer and vendor, which determines the amount up to which payment differences are posted automatically to expense or revenue accounts when clearing items. Record payment history Indicator, which determines that the payment history of this customer is to be recorded. Payment methods List of payment method(s) for automatic payments to this customer/vendor. Alternative payer Account number for alternative payer, if bank collections are not to made via the customer’s account. Lockbox Lockbox identification, to which customer is to make payments.
  • Dunning data Dunning procedure Key for dunning procedure used. Dunning recipient Account number of recipient of dunning letters. Dunning level System generated entry, which indicates dunning level reached by the last dunning run. Last dunned Date of last dunning notice to this customer.
  • Correspondence Account at customer Account number our company is listed under at the customer. Account statement Indicator ID, which states when to create periodic account statements for this account Customer user Name of accounting contact at customer. Payment notices to (Indicators) Customer (with or without cleared items), Sales, Accounting, Legal department.
  • Sales district Region where customer is located. Sales office Your branch office or sales department that has responsibility for sales in a certain region Sales group Sub section of a sales office. Group of sales people. Order probability Statistical value based on the percentage set in the document type master record and the percentage set in the customer master record. Item proposal Default value Account at customer Account number, our company is listed under at customer. Price group Grouping of customers for pricing purposes Customer pricing procedure Determines, together with other values, the pricing procedure for this customer. Price list type Grouping of customers for pricing purposes Customer statistical group Indicates, which data will be updated in the Logistics Information System.
  • Delivery priority Allows deliveries to be processed based on different priorities. Shipping conditions Determines, how the customer in general wants the goods to be shipped. Delivering plant Plant, from which goods are (default) delivered to the customer. Order combination Indicator, set when customer allows for different orders to be combined for delivery. Partial delivery data Complete delivery Indicator, set for customers, which don’t allow for partial deliveries to take place. Maximum part deliveries Enter here the number of partial deliveries allowed by this customer. (Maximum 9). General transportation data Transport zone Location zone of ship-to party Route determination = shipping conditions + transportation group + transportation zone Transportation time defined per Route in IMG
  • Billing section Manual invoice maintenance Indicates, if invoice should be printed for further manual processing. Rebate Indicates, if customer is eligible for rebates. Billing schedule Identifies the calendar, which determines the billing schedule for this customer. Delivery and payment terms Incoterms 1 Assigns transportation responsibilities and ownership transfer. Incoterms 2 Additional information. Payment terms Payment terms including optional cash discount. Accounting Account assignment group Determines the revenue accounts for this customer’s sales transactions. Tax data Country Country Tax category Taxes, applicable to this material Tax classification taxable or exempt

2573000 sap-sd-overview 2573000 sap-sd-overview Presentation Transcript

  • Sales and Distribution (SD) Overview
  • R/3 FI Financial Accounting CO Controlling PS Project System WF Workflow IS Industry Solutions MM Materials Mgmt. HR Human Resources SD Sales & Distribution PP Production Planning QM Quality Management PM Plant Maintenance SM Service Manage- ment Integrated Solution Client / Server Open Systems EC Enterprise Controlling AM Fixed Assets Mgmt.
  • SD
    • Mechanisms to execute the business processes used in the selling, shipping and billing of products and services
    • Tightly coupled data flow to the other SAP modules — Integration
    • Flexible and robust functionality that is tailored through configuration
  • SD Components Sales Support Master Data Shipping Sales Foreign Trade Billing Sales Info System Transportation
  • SD Overview — Master Data
    • Detailed information about customers, materials and business partners
    • Flexible data structures that support the business environment
    • Specialized master data to support sales order processing
  • SD Overview — Sales Support
    • Provides the functionality to support the staff involved in business development and customer service processes
    • Primary functions
      • Sales Prospects
      • Contact Persons
      • Competitors and Competitive Products
      • Sales Activities
      • Direct Marketing
  • SD Overview — Sales
    • Primary base for customer order management
    • Highly customizable
    • Sophisticated pricing
    • Integrated ATP
    • Integrated credit management
    • Sampling of functions
      • Inquiries & Quotes
      • Sales Orders
      • Returns
      • Contracts & Scheduling Agreements
      • Consignment
      • Rush Orders & Cash Sales
      • Back Orders & Subsequent Deliveries
      • Credit & Debit Memo Requests
  • SD Overview — Shipping
    • Main functions
      • Picking, Packing & Inventory management
      • Generate Shipping Documents
    • Transportation Management
      • Routes
      • Transportation Scheduling
    • Delivery Scheduling, Returns Deliveries & Stock Transfer
  • SD Overview — Billing
    • Invoice Generation — automatic or manual
    • Comprehensive set of billing functions
    • Linked documents — e.g. invoice & credit memo
    • Real-time integration with finance (FI)
    • Fully integrated and comprehensive pricing
  • SD Overview — S I S
    • Flexible tool that allows one to collect, consolidate, and utilize data from sales and distribution processing
    • A component of the Logistic Information System (LIS)
  • Transportation Foreign Trade
  • Sales & Distribution - Process Flow -
  • Supply Chain Process Final Payment Customer Order Picking Goods Issue Billing Accounts Receivable
  • SAP Process Steps Sales Shipping Delivery Note Picking Post Goods Issue Billing Billing FI A/R Post Incoming Payment Quotation Sales Order
  • Sales — Inquiry & Quotation
    • Support pre-sales processes
    • Are time sensitive
    • Automatic availability check
    • Automatic pricing
    • No impact to FI
    • Can be used as reference documents
  • Sales — Sales Order
    • Core of customer order management
    • No impact to G/L
    • Can reference existing documents
    • Copies key information from master data
    • Automated standard functions ...
      • availability check
      • MRP updating
      • pricing
      • credit check
      • delivery scheduling
      • export control
      • shipping & route determination
  • Shipping — Delivery Note
    • Initiates the shipping process
    • Control document for shipping processes — maintains status of each processing step
    • Re-confirms: availability, credit, foreign trade, delivery scheduling
    • Facilitates transportation planning
  • Shipping — Picking & Packing
    • Picking: Physical activity of moving goods from the warehouse for further processing (packing, loading)
    • Packing: Determines packing materials and packing details
    • Advanced processing includes, e.g. batch mgmt., serial number control
  • Shipping — Post Goods Issue
    • Completes the shipping process
    • Typically performed when customer takes ownership
    • Updates inventory
    • Updates G/L accounts
      • Cost of goods sold
      • Inventory
  • Billing
    • Generate customer invoice
    • Updates FI
      • Customer account
      • G/L accounts: revenue, discount, etc.
    • Applies relevant pricing
    • Updates customer credit
  • Sales & Distribution - Organizational Structures -
  • Sales Organization Baseball Division BB Softball Division SB Direct Distribution Channel DI Baseball Division BB Softball Division SB Wholesale Distribution Channel WH Baseball Division BB Softball Division SB Retail Distribution Channel RE Domestic Sales Sales Organization So00 Baseball Division BB Cricket Division SB Wholesale Distribution Channel WH Europe Sales Organization EURO Baseball Division BB Wholesale Distribution Channel WH Asia Pacific Sales Organization APAC Pastime Corporation Company Code CC00 Client 860
  • Sales Organization
    • Sells and distributes products, negotiates terms of sales and is responsible for these business transactions
    • Critical organization element to the definition of business markets
    • A business transaction is linked to one Sales Organization
  • Distribution Channel
    • Identifies how products and services reach the customer
    • Can be assigned to one or more Sales Organizations
  • Division
    • Often times used to define product line distribution
    • Organization level to which customer specific information and requirements are maintained — e.g. pricing, partial delivery
    • Assigned to one or more Sales Organizations
  • Sales Area
    • Organizational element comprised of:
      • Sales Organization
      • Distribution Channel
      • Division
    • Will be used to link together the organizational aspects of sales to customers
    • Used for statistical analysis
  • Sales Area Domestic Sales Sales Organization SO00 Direct Distribution Channel DI Wholesale Distribution Channel WH Retail Distribution Channel RE Baseball Division BB Softball Division SB Baseball Division BB Softball Division SB Baseball Division BB Softball Division SB
  • Sales Area Domestic Sales Sales Organization SO00 Direct Distribution Channel DI Wholesale Distribution Channel WH Retail Distribution Channel RE Baseball Division BB Softball Division SB Baseball Division BB Softball Division SB Baseball Division BB Softball Division SB
  • Sales Office
    • Typically defines a territory or market area
    • Linked to one or more Sales Areas
    • Optional organization structure
  • Internal Sales Organization Domestic Sales Area Western Sales Office Eastern Sales Office
  • Sales Group
    • Sales Group
      • Sub-division of a sales office, territory or market
  • Sales Person
    • Sales Person
      • Defined in HR — Personnel Admin.
      • Specifically defines an individual rather than a position (sales rep.) in sales processing
  • Internal Sales Organization Domestic Sales Area Western Sales Office Eastern Sales Office Southwest Sales Group Northwest Sales Group Sales Person Sales Person Sales Person Southeast Sales Group Northeast Sales Group Sales Person Sales Person
  • Shipping Point & Loading Point
    • Shipping Point
      • Location that performs all delivery related activities
      • Assigned a factory calendar
      • A delivery can be processed from only one shipping point
    • Loading Point
      • A subdivision of the shipping point used for more specialized handling
  • Shipping Organization
  • Sales & Distribution - Master Data -
  • SD Master Data - Core Elements Master Data Customer Material
          • Pricing
  • Material Master — Sales: sales org. 1 - General Data Basic Unit of Measure Division Material Group Sales Unit Delivering Plant Cash discount - Tax data Country Tax category Tax classification - Quantity stipulations Min. order quantity Min. delivery quantity Delivery unit Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant Purchasing Foreign Trade: Import Data Sales: text Purchase order: text MRP 1 - 4 Forecasting Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2
  • Material Master — 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 (freely definable) key that’s used to group several materials or services for analysis/reporting as well as search by match code. Sales Unit This is the unit of measure in which the material is sold, if different from the base unit of measure. Delivering Plant Plant, from which the material is available for sale. This is a default value only. Cash discount Indicator used for materials, which allow for a cash discount.
  • Material Master — Tax data & Quantity stipulations Tax data Country Country Tax category Taxes, applicable to this material (e.g. Federal, State taxes in US, VAT in GB) Tax classification taxable, exempt Quantity stipulations Min. order quantity Min. quantity a customer can order (in base unit of measure). Min. delivery quantity Min. delivery quantity to a customer. Delivery unit Only multiples of this number will be delivered to the customer.
  • Material Master — Sales: sales org. - Grouping terms Matl statistics group Material pricing grp Volume rebate group Acct assignment grp Commission group Item Category group Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant Purchasing Foreign Trade: Import Data Sales: text Purchase order: text MRP 1 - 4 Forecasting Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2
  • Material Master — Grouping terms Matl statistics group Helps to determine which data the system updates in the Logistics Information System (LIS). Material pricing grp A way to group materials with similar pricing conditions. Volume rebate group A material can be assigned to a volume rebate group (e.g. Low Rebate, High Rebate) if the material qualifies for rebate. Acct assignment grp A grouping of materials with the same accounting requirements (used to determine revenue and sales deduction accounts) Commission group Several materials can be assigned to the same commission group, if the commission sharing between representatives is the same for these materials (e.g. Rep.A: 6%, Rep.B: 10%, Rep C: 12%). Item Category group A grouping of materials, that helps the system determine the Item Category. Item Category determines how a specific item is processed by system. E.g. a text item is not relevant for pricing.
  • Material Master — Sales: general/plant General data Base unit Gross weight Net weight Avail. Check Shipping data (times in days) Trans. Grp LoadingGrp Packaging material data Matl grp ship. matls General plant parameters Negative stock Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant Purchasing Foreign Trade: Import Data Sales text Purchase order: text MRP 1 - 4 Forecasting Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2
  • Material Master — General data & Shipping data (times in days) General data Base unit The Base Unit of Measure is the unit of measure in which stocks are managed within your company. Gross weight In Base Units of Measure. Net weight In Base Units of Measure. Avail. Check Tells the system when to do an availability check, as well as which MRP elements (such as purchase orders, reservations) to include in the check. Shipping data (times in days) Trans. Grp Transportation groups are groups of materials that have the same transportation requirements. For example, all goods that need refrigeration. Loading Grp Loading groups define materials that have the same loading requirements, such as forklift truck, or crane.
  • Material Master — Packaging material data & General plant parameters Packaging material data Matl grp ship. matls, or Material group shipping materials Freely definable group name, which is used to indicate groups of materials with similar shipping materials, such as liquids or bulk, for example. General plant parameters Negative stock Check mark indicator, which specifies whether negative stock is allowed at that plant.
  • Material Master — Sales texts - Sales texts Text specific to the material and in an appropriate language. Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant Purchasing Foreign Trade: Import Data Sales text Purchase order: text MRP 1 - 4 Forecasting Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2
  • Account Groups
    • Account group determines which fields are to be used in defining customer master data
  • 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
  • Sales & Distribution - Customer Master -
  • Customer Master
  • Customer Master
    • Centralized data for both SD & FI
    • Segmented into three sections
      • General data - address & communication
      • Company code data (FI) - banking and payment information related to FI
      • Sales data (SD) - pricing, delivery, output
    • The sales data is specific to one sales area and is therefore dependent on the sales organization
  • Customer Master by Sales Area
    • Customer
    • Sales Organization
    • Distribution Channel
    • Division
  • Customer Master — Address & Communication General Data — Address Customer Name Search Term Street address, City, Postal code, Country Language General Data — Communication Telephone, Fax, Data numbers
  • Customer Master — Control Data General data — Control data Account control : Vendor, Authorization Trading partner, Group key Tax information : Tax codes, Fiscal address Country code, City code VAT N, Tax jurisdiction code Equalization tax, Sole proprietor Tax on sls/pur. Reference data / area : International Locator No. Industry: Transport Zone Express station Train station Location code
  • Customer Master — Marketing 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
  • Customer Master — Payment Transactions General Data — Payment Transactions Bank details Country Bank Key Account holder Bank Account Control Key Collection
  • Customer Master — Unloading Point General Data — Unloading points Unloading point Customer factory calendar Default Unloading Point Goods receiving hours
  • Customer Master — Foreign Trade General Data — Foreign trade Country key for export control of customer Table of Denial Orders list (TDO) Special Designated Nationals list (SDN) Diversion High Risk Profile list (DHRP) Usage and Classification
  • Customer Master — Contact Persons General Data — Contact persons Name Telephone number Department First name Form of address (e.g. Mr., Ms.) Function
  • Customer Master — Accounting Information
        • Accounting info Reconciliation Account
        • Sort key
        • Head office
        • Interest calculation Interest indicator
        • Interest calculation frequency
        • Last key date
        • Reference data Buying group
    Company Code Data Accounting Information
  • Customer Master — Payment Transactions Company Code Data Payment Transactions Payment data: Payment terms Tolerance group Automatic Payment Transactions: Payment methods Alternative payer Lockbox
  • Customer Master — Correspondence Company Code Data Correspondence Dunning data : Dunning procedure Dunning recipient Correspondence : Account number at customer Customer user Payment notices to : Customer Sales Accounting Legal
  • Customer Master — Insurance Company Code Data Insurance Export credit insurance : Policy number Institution number Amount insured Valid until Lead months Deductible
  • Customer Master — Sales Sales Data — Sales area Sales order : Sales district Sales office Sales group Order probability Item proposal Account at customer Pricing / Statistics: Price group Customer pricing procedure Price list type Customer statistical group
  • Customer Master — Shipping S & D Data — Shipping Shipping : Delivery priority Shipping conditions Delivering plant Order combination Batch split allowed Partial Delivery: Complete delivery Partial delivery of item Maximum part deliveries
  • Customer Master — Billing S&D Data — Billing Billing section : Manual invoice maint. Rebate Pricing Billing schedule Invoice list schedule Delivery and payment terms : Incoterms Payment terms Accounting : Account assignment group Taxes: Tax requirements for the customer
  • Customer Master — Partner Functions S&D Data — Partner functions
    • The different partners are assigned
      • SP Sold-to-party
      • BP Bill-to-party
      • PY Payer
      • SH Ship-to-party
      • … additional Partner function(s)
  • Assigning Additional Partners — Siesta Baseball League - Vera Cruz, NM — Sold-to : 10018 Bill-to : 10018 Payer : 10018 Ship-to : 10018 — Siesta Baseball League - Vera Cruz, NM — Sold-to : 10018 Bill-to : 10018 Payer : 10018 Ship-to : 10018 Ship-to : 10249 - Bakersfield, CA Sold-to Payer Ship-to Bill-to Ship-to Sold-to Payer Ship-to Bill-to
  • Sales & Distribution - Business Partners -
  • Business Partners
    • Defines all of the parties involved in a business transaction and differentiates between their roles — customer, carrier, employees, customer contact, etc.
    • Through customizing the system automatically assigns partners to the customer master and to transactions
    Sold-to Ship-to Bill-to Payer
  • Business Partners
    • The system creates these four business partners by default. All four are required.
    • All four may be the same or may be different.
    • Since these are automatically assigned partners you may need to add additional partners to carry out your business transactions.
    Sold-to Ship-to Bill-to Payer
  • Business partners — Sold-to
    • Customer that orders the goods
    • Can perform all primary partner functions — sold-to, ship-to, payer, bill-to
    • Primary type of business partner
    • Cannot be linked to other sold-to partners
    Sold-to Ship-to Bill-to Payer
  • Business partners — Ship-to
    • Party that receives the goods
    • Can be created as an independent partner and linked to one or more sold-to partners
    Sold-to Ship-to Bill-to Payer
  • Business partners — Bill-to
    • Party that receives the invoice
    • Can be created as an independent partner and linked to one or more sold-to partners
    Sold-to Ship-to Bill-to Payer
  • Business partners — Payer
    • Party that sends the payment
    • Can be created as an independent partner and linked to one or more sold-to partners
    Sold-to Ship-to Bill-to Payer
  • Business Partners — Example Sold-to Bill-to Payer Sold-to Ship-to Ship-to Ship-to Ship-to Ship-to Ship-to
  • Sales & Distribution - Pricing -
  • Pricing
    • “World-class” functionality
    • Highly customizable & extendible
    • One of the most complex features of SAP
    • Used to determine the net price for a material or an order
  • Pricing Process
    • Standard pricing calculates the gross price, then applies discounts, surcharges and applicable taxes to arrive at the final price final price = gross price - discounts + surcharges + taxes
    • Cost-plus pricing determines the base cost and applies the appropriate discounts, surcharges and taxes final price = cost - discounts + surcharges + taxes
  • Pricing Components
    • Pricing is based on a matrix of predefined and custom elements
    • Delivered element groups (a.k.a. conditions)
      • Prices
      • Discounts & Surcharges
      • Freight
      • Taxes
  • Pricing Procedure
    • In short, the mechanism used to arrive at the final price
    • Considers all of the applicable pricing conditions, e.g. material price, customer discount
    • Is assigned by: sales area, sold-to party and sales document type (e.g. sales order)
  • Pricing Procedure
    • The pricing procedure uses what SAP calls “the condition technique”.
    • The pricing condition technique starts with the:
      • Pricing Procedure which looks at
      • Conditions which use
      • Access Sequences which accesses
      • Condition tables which point to
      • A price, discount or other condition ($)
  • R/3 Pricing Process UNIFORM SALES DOC. ITEM DETERMINE PRICING PROCEDURE FOR ITEM PRICE THE ITEM DETERMINE ACCESS SEQUENCE FOR EVERY CONDITION TYPE IN PRICING PROCEDURE ACCESS THE CONDITION RECORDS AND DETERMINE PRICE SALES AREA & DOCUMENT TYPE & SOLD-TO CONDITION TYPE AND ACCESS SEQUENCE ARE LINKED IN TABLE PR00 KI00 TX00 FR00 CONDITION TYPE ACCESS SEQUENCE TX00 FR00 KI00 PR00 - - - $9.25 N/A STOPS LOOKING AFTER FINDING FIRST VALUE ETC . PRICE ELEMENT CONTROL PARAMETERS UPPER/LOWER LIMITS PRICING PROCEDURE USSTD PR00 TX00 KI00 FR00 USALT DISCOUNT CONDITION TYPE CONDITION PRICE FREIGHT TAXES DISCOUNT PRICE KI01 PR00 KEY CUSTOMER/MAT’L OR PRICE LIST/MAT’L OR MATERIAL LOOK FOR CONDITION RECORDS IN THIS ORDER OF CONDITION TABLES ACCESS SEQUENCE 01 02 03 PR00 CUSTOMER / MATERIAL PRICE LIST TYPE/MAT’L MATERIAL OR DER ETC . KI00 01 02 03 CUSTOMER / MATERIAL PRICE LIST TYPE/MAT’L MATERIAL SALES AREA DOC . TYPE SOLD TO PRICING PROCEDURE US01 US01 UK01 UK02 USSTD USALT UKSTD UKSTD A B 1 1 1 1 A A
  • Price Agreements
    • Simple price agreements
      • product
      • customer
      • customer & material
      • customer group & material
    • Detailed price agreements
      • pricing scales
      • rebates
      • customer expected price
  • Specialized Master Data
    • Customer Material Info. Record
    • Item Proposal
    • Listing & Exclusion
    • Product Substitution
  • Customer/Material Info. Record
    • Defines a customer alias for a material & description, for example: Material # : Glove Customer # : Pastime Glove
    • Can further define attributes of the material, shipping and partial delivery information specific to the product and customer
    • Referenced in the sales order using the Ordering Party overview
  • Item Proposal
    • Used to define frequently ordered combinations or special assortments of products and quantities
    • Either products or products with quantities can be selected during order entry
    • An item proposal can be defined for a customer via the customer master record
  • Material Listing & Exclusion
    • Used to control what products are available for a customer or group
    • Material Listing — defines products that can be sold to a customer
    • Material Exclusion — defines products that cannot be sold to a customer
  • Product Substitution Material Determination
    • Enables automatic or manual substitution of materials during sales order processing
    • Examples:
      • substitute a standard product with a promotional material
      • substitute based on a customer preference
      • substitute based on selection list (manual)
  • Customizing For Transactions Shipping Functions
    • Shipping Point Determination
      • The shipping point is determined for each line item based on the shipping point determination
      • shipping point = shipping condition + loading group + delivering plant
  • Customizing For Transactions Shipping Functions
    • Route Definition
      • Route to be traveled and the transit time
      • Generic routes can be used to simply define transit time
    • Route Determination Proposed route = shipping point + destination country + transportation zone + shipping condition
  • Sales & Distribution - Transactions -
  • Business Document Types Inquiry Credit Memo Returns Quotation Sales Order Cash Sale Rush Order Consignment Contract Scheduling Agreement Debit Memo Returnable Packaging
  • Order Processing Functionality
    • Delivery scheduling
    • Availability check
    • Transfer of requirements to MRP
    • Pricing
    • Credit check
    • Shipping point & route determination
    • Foreign trade & license processing
    • Document flow
  • 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
  • Delivery Scheduling
    • Structure of sales documents
    Header Line item # 1 Line Item # 2 Schedule line # 1 Schedule line # 1 Schedule line # 2
  • 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
  • Backward Scheduling Requested Delv. Date Goods Issue Loading Material Availability Order Date Transp. Sched. Transit Time (2 days) Loading Time (1 day) Pick & Pack Time (2 days) Transp. Sched. Time (1 day) 25 26th 27th 28th 29th 31st 25th
  • Forward Scheduling Order Date Transit Time (2 days) Loading Time (1 day) Transp. Sched. Time (1 day) New Delv. Date 27th 27th 28th 29th 31st 26th 27 1 Requested Delv. Date Goods Issue Loading Material Availability Transp. Sched. Pick & Pack Time (2 days)
  • 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 the earliest date for full delivery
      • determines the number and dates for partial deliveries to fulfill the order
  • 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
  • Transfer of Requirements to MRP
    • Ordered quantities are passed to MRP (MM)
    • Controlled by the schedule line category
    • Blocking of documents can affect requirements passing — delivery block
  • Credit Check
    • Efficient means to implement credit management
    • Integrated with FI — via credit control area
    • Automatically alerts when a credit check fails
    • Comprehensive credit management reporting
  • Shipping Point & 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
  • Foreign Trade & 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
  • Shipping
  • Shipping Overview
    • Comprehensive functionality to support picking, packing and loading functions
    • Work list and deadline monitoring
    • Functions with backorder processing
    • Tightly coupled to the MM and FI modules
    • Facility for transportation management
  • Shipping Overview Order Combination Order Partial Delivery Order Order Order Delivery Delivery Delivery Order Complete Delivery Delivery Delivery
  • Shipping Overview
    • Delivery creation activities
      • checks order and materials to determine if a delivery is possible — delivery block, incompleteness
      • confirms availability
      • confirms export/foreign trade requirements
      • determines total weight & volume
  • Shipping Overview
    • Delivery creation activities
      • generates packing proposal
      • considers partial deliveries
      • updates route assignment
      • assigns picking location
      • determines batches
      • updates sales order — status, delivery qty
  • Deliveries & Delivery Notes
    • The Delivery Note
      • Initiates the delivery process
      • Control mechanism for the process
      • Changes to delivery are allowable - products, quantities
    Delivery Note Picking Packing Loading Post Goods Issue Status
  • Delivery Due List
    • Produces a work-list of deliveries
    • Encompasses deliveries and transfers
    • Can be scheduled to run in batch
    • Automatically combines deliveries
  • Picking
    • Quantities based on delivery
    • Assigned date when picking should begin
    • Automated storage location assignment
    • Supports serial number tracking and batch management
    • Integrated with Warehouse Management (WM)
  • Packing
    • Identifies which packaging is to be used for specified products
    • Identifies and updates accounts associated with returnable packaging
    • Tracks the packed product by container
    • Insures weight/volume restrictions are enforced
  • Goods Issue
    • Event that indicates the change in ownership of the products
    • Reduces inventory
    • Automatically updates the G/L accounts
    • Ends the shipping process and prevents changes to the shipping documents
  • Goods Issue General ledger Inventory 750 Cost of goods sold 750
  • Billing Overview
    • Automated invoicing based on sales orders and/or deliveries
    • Functionality for processing credit/debit memos and rebates
    • Integration with FI & CO-PA
    • Updates customer’s credit data
    • Can create pro forma invoices
  • Automatic Account Assignment
    • Defines the G/L accounts that billing entries are posted to — revenue, deduction, freight charges
    Cust Acct. Grp. 01 Application V Sales Org. SOxx KOFI Chart of Accounts CHRT From Table From Sales Doc. Account Key ERL From Pricing Proc Condition Type 610000 From Table G/L Account From Customer Master From Sales Doc. From Sales Doc.
  • Billing Methods Separate invoice per delivery Delivery Order Delivery Invoice Invoice Delivery Order Delivery Invoice Delivery Order Collective Invoice Order Delivery Invoice Invoice Invoice Split
  • Billing Documents
    • Explicitly specify documents
    • Billing due list — builds a worklist of invoices that should be generated
    • Automatic posting to FI
  • Billing Documents General ledger A/R recon. 2000 Revenue 2000 Customer 2000
  • Billing Plans
    • Periodic — total amount for a planned billing period
    • Milestone — distributing the total amount over multiple billing dates - typically used with the project system (PS)
    • Installment — evenly proportioned amounts and defined payment dates
    • Resource related — consumed resources such as service or consulting
  • SD Milestone Billing Billing Description % Value Billing Milestone Billing date block status 11/20/96 Contract 10 30,000 - x x 01/20/97 Assembly 40 120,000 - x x 04/20/97 Operational 40 120,000 x x 05/20/97 Acceptance 10 30,000 x x 06/20/97 Final invoice -- - - x Sales Order Billing Plan Sold-to : QAZ Industries Delivery Date : 06/20/97 Material : 546-dk1 Generator Price : $300,000
  • Outline Agreements
    • Contracts
    • Schedule Agreements
  • Contracts
    • Defined quantities and validity period for a customer
    • The contract is fulfilled by orders placed against the contract - release orders
    • Contracts are automatically updated through release order processing
    • Pricing can be assigned to a contract
  • Contracts Contract Target Qty: 900 Order Qty: 700 Contract Target Qty: 900 Order Qty: 750 . . . Release Order Order Qty: 200 Release Order Order Qty: 150
  • Scheduling Agreements
    • Defines specific product quantities and delivery dates for a customer
    • Schedule lines and processed through standard delivery processing
    • Availability check is performed during creation and quantities are passed to MRP
    • System automatically updates delivered quantities
  • Scheduling Agreements Scheduling Agreement Date Qty 05/15 100 06/15 100 07/15 200 08/15 300 Delivery 5/10 100 Delivery 6/10 100 Delivery 7/10 200 Delivery 8/10 300
  • Backorders Backorder Processing Rescheduling
  • Backorders
    • Backorder processing
      • determines which orders have unconfirmed quantities by customer or material
      • sort the orders according to priority
      • assign available stock to outstanding orders or reassign confirmed quantities to high-profile orders
  • Backorders
    • Rescheduling
      • updates the orders with the results of the availability check
      • can be used to manage the distribution of available inventory when demand is greater than supply
    • Best if run in batch mode, rescheduling can be very time consuming
  • Customer Returns Return Order Goods Receipt Quality Inspection Credit Memo
  • Customer Returns Order Delivery Invoice Returns Delivery Return Credit Memo 1 2 3 Return to Inventory
  • Customer Returns
    • Returns document
      • Billing block can be proposed
      • Use the Order reason field to identify the reason for the return
      • Full access to pricing and ability to re-price
    • Return delivery
      • Issues a goods receipt to place material into inventory
  • Customer Returns
    • Credit memo
      • Billing block must be cleared from Return
      • Posts to FI
      • Can be processed in batch (background)
      • Can be processed collectively (grouped)
  • Output & Text
  • Communication — Output SAP Document FAX Printed Documents Email EDI Bar Coded Documents Workflow
  • Communication — Output
    • Output — traditional forms or electronic communications produced for internal or external partners
    • Assigned to business partners & sales documents
    • Definable media — EDI, fax, print
    • Highly customizable — Sapscript
  • Communication — Text
    • Texts are used for internal and external communication
    • Created for business partners, materials, header or item level of sales documents — order, delivery, billing, picking lists
  • SIS Overview
    • Flexible information system designed to support business planning, forecasting and reporting
    • Pre-defined catalog of performance measures and reports
    • On-demand access to reports and exceptions
    • Data maintained in a separate database
  • Logistics Information System
    • Inventory Management
    • Purchasing
    • Sales and Distribution
    • Production
    • Plant Maintenance
    • Quality Management
  • Inventory Information System Standard Analysis
    • Material
    • Plant
    • Storage Location
    • MRP Controller
    • Material Groupings
  • Purchasing Information System Standard Analysis
    • Material
    • Vendor
    • Material Group
    • Purchasing Group
    • Purchasing Documents
  • Sales Information System Standard Analysis
    • 5 Pre-defined drill-down reports
      • Customer
      • Material
      • Sales Organization
      • Shipping Point
      • SD Documents
  • Production Information System Standard Analysis
    • Product Group
    • Material
    • Work Center
    • Production Resources and Tools
  • Reporting Tools
    • Value display - absolute or percentage
    • Top N - top 10, top 100, etc.
    • Sorted - ascending or descending
    • ABC
    • Classification
    • Graphics - 2D, 3D