2573000 sap-sd-overview

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
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 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
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.

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

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

Business partners — Bill-to
Party that receives the invoice

Business partners — Payer
Party that sends the payment

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

2573000 sap-sd-overview

by Gopinath Lolla

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