The Sales Order Process in SAP ERP

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Integrating people and technology.

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The Sales Order Process in SAP ERP

  1. 1. The Sales Order Process in ERP….integrating people and technologyAuthor: Tom Matys 09/23/12 1
  2. 2. Why Marketing & Sales (M/S)? We’re Here!Companies must stay competitive! Theycan never claim that they’ve reachedtheir destination.09/23/12 2
  3. 3. Overall Business FunctionsMarketing & Sales (M/S): Takes OrdersSupply Chain Management (SCM): Assembles (Production/Inventory/Warehouse)Account & Finance (A/F): Invoices 09/23/12 3
  4. 4. M/S & SD: Sales Order ProcessThe Sales & Distribution (SD) Module:• Pre-sales processes  Create Inquiry (Quotation) (Trigger)•Sales Order processing.  Create Sales Order•Shipping  Create Outbound Delivery  Pick/Fulfill the Outbound Delivery  Post Goods Issue (PGI) the shipment/delivery•Invoicing  Create Invoice  Collect Payment 09/23/12 4
  5. 5. But, It’s All About the Integration, Right?Human ERP Integration: M/S employees areresponsible for triggering the electronic/technicalprocess in an ERP system. Also, for communicatingwith SCM and FI Departments when needed.Technical ERP Integration: SD is the SAPmodule (logic) that executes in the background andstreamlines information with SCM (Supply ChainManagement) and FI (Finance) modules. 09/23/12 5
  6. 6. SD Integrates with FI (Finance)09/23/12 6
  7. 7. SD Integrates with MM(Materials Management) 09/23/12 7
  8. 8. Sales Orders are Created By Organizations• Sales OrganizationThe sales organization represents the selling unit in the legal sense. It is responsible for example for product liability and other rights of recourse; customer deliveries; business partner contacts; and direct mailing campaigns. It also helps you to offset business operations internally. The highest hierarchy in the organizational structure09/23/12 8
  9. 9. Sales Orders are Created By Organizations• Distribution ChannelDefinition: The distribution channel is the channel throughWhich products reach the customer.Use: Each distribution channel is assigned to a sales org. Is second in the hierarchy of the organizational Structure, beneath the sales org. 09/23/12 9
  10. 10. Sales Orders are Created By Organizations• Sales Division Definition: You can use divisions to organize materials or services, for example to form product groups or lines. Is third in the hierarchy of the organizational Structure, beneath the sales org. and Distribution Channel. 09/23/12 10
  11. 11. Other Sales Order InputSold To Party: A business partner to whom you sell a product. To access the business partner master, on the SAP Easy Access screen, choose Master Data → Business Partners → Display Business Partners.• Purchase Order Number: A purchase order is an official and binding document issued to a vendor authorizing the expenditure of funds for goods and services. Transaction ME23N.• Required Delivery Date: The date that the 11 09/23/12
  12. 12. Master Data in SDMaster data is information that is key to theoperation of a business. It is the primary focus ofthe IT discipline of Master DataManagement(MDM). This key business informationmay include data about customers, products,employees, materials, suppliers, and the like.Using transaction SE16 you can view the followingMaster Data Tables in SAP ERP:Vendor Master Data: LFA1Customer Master Data: KNA1Material Master Data: MARA 09/23/12 12
  13. 13. Customer Order Process Sales Inquiry OrderSales andDistribution 1 2 Pricing Availability 09/23/12 13
  14. 14. Customer Order Process Pic Goods Issue 5 k 4MaterialsManagement Sales Delivery Delivery Delivery Order 3 09/23/12 14
  15. 15. Customer Order Process InvoiceSales and DeliveryDistribution 6 7AccountsReceivable Post Receivable Receivable 09/23/12 15
  16. 16. Debugging Tools Document Flow Gives Order Process Status List of Sales Orders (VA05) Tool to Find Order09/23/12 16
  17. 17. Steps in Sales Process123456709/23/12 17
  18. 18. List of Sales Orders (VA05) Specify Organizational Data09/23/12 18
  19. 19. Search by Organizational Data Enter student’s Sales Organization (##FS)09/23/12 19
  20. 20. Execute List Report Click enter to generate list09/23/12 20
  21. 21. Display Orders Identify order(s) created by student Select students order Select Document flow09/23/12 21
  22. 22. Determine Status123456709/23/12 22
  23. 23. Process ExampleTrigger: Create Sales Inquiry (Quote)Create Sales OrderCreate DeliveryPick the quantity needed for the deliveryCreate Goods Issue for ShipmentCreate Customer InvoiceCustomer Payment Receipt
  24. 24. Sales & Distribution (SD) Module Stop Here M/S
  25. 25. Remember….• Wherever you see XX or 00 (Your USER ID)• A deduction of 10% of the lab grade points will be deducted from the lab if your user ID is rejected due to too many log on attempts If you log on once and it does not work, then find your password that was written down to confirm it, and look at all of the input fields to make sure that they are correctly entered….before you try a second attempt. If your second attempt fails, call the instructor before trying a third time.

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