SD

FI

Sales &
Distribution

Financial
Accounting

MM

PP
SM

CO

Materials
Mgmt.

Controlling

Service
Management

AM

R...
Sales and Distribution (SD)
Overview
SD
• Mechanisms to execute the business
processes used in the selling, shipping
and billing of products and services

• Ti...
SD Components
Master
Data
Sales
Support

Foreign
Trade
Sales
Info
System

Sales
Shipping

Billing
Transportation
SD Overview — Master Data
• Detailed information about
customers, materials and business
partners
• Flexible data structur...
SD Overview — Sales Support
• Provides the functionality to support the staff

involved in business development and custom...
SD Overview — Sales
• Primary base for

•
•

•
•

customer order
management
Highly customizable
Sophisticated pricing
Inte...
SD Overview — Shipping
• Main functions
– Picking, Packing & Inventory management
– Generate Shipping Documents
• Transpor...
SD Overview — Billing
• Invoice Generation — automatic or
•
•
•
•

manual
Comprehensive set of billing functions
Linked do...
SD Overview — S I S
• Flexible tool that allows one to
collect, consolidate, and utilize data from
sales and distribution ...
Transportation

Foreign Trade
Sales & Distribution
- Process Flow -
Supply Chain Process

Customer Order

Final Payment

Picking

Accounts Receivable

Goods Issue

Billing
SAP Process Steps
Sales

Quotation

Shipping

Delivery
Note

Billing

Billing

FI
A/R

Post
Incoming
Payment

Sales
Order
...
Sales Documents
Sales — Inquiry & Quotation
•
•
•
•
•
•

Support pre-sales processes
Are time sensitive
Automatic availability check
Autom...
Sales — Sales Order
• Core of customer
order management
• No impact to G/L
• Can reference
existing documents
• Copies key...
Shipping — Delivery Note
• Initiates the shipping process
• Control document for shipping processes
— maintains status of ...
Shipping — Picking & Packing
• Picking: Physical activity of moving goods
from the warehouse for further processing
(packi...
Picking
Packing
Shipping — Post Goods Issue
• Completes the shipping process
• Typically performed when customer takes
ownership
• Updates...
Billing
• Generate customer invoice
• Updates FI
– Customer account
– G/L accounts: revenue, discount, etc.

• Applies rel...
SD flow
Enterprise Structure
Sales & Distribution
- Organizational Structures -
Sales Organization
Client
800

Pastime Corporation
Company Code
1000
Domestic Sales
Sales Organization
1000

Europe
Sales ...
Client
• A client is, in organizational terms, an independent unit
in the system. Clients have their own data environment
...
Company code
Sales Organization
• Sells and distributes products, negotiates
terms of sales and is responsible for these
business trans...
Sales Origination
Distribution Channel
• Identifies how products and services reach
the customer
• Can be assigned to one or more Sales
Orga...
Division
• Often times used to define product line
distribution
• Organization level to which customer
specific informatio...
Sales Area
• Organizational element comprised of:
– Sales Organization
– Distribution Channel
– Division

• Will be used t...
Sales Area
Domestic Sales
Sales Organization
1000
Direct
Distribution Channel
10
Baseball
Division
00

Softball
Division
0...
Sales Area
Domestic Sales
Sales Organization
1000
Direct
Distribution Channel
10
Baseball
Division
00

Softball
Division
0...
Sales Office
• Typically defines a territory or market area
• Linked to one or more Sales Areas
• Optional organization st...
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 (...
Plant
• Plant is an organizational unit where the material is
processed, procured, maintained.
In sales and distribution, ...
Plant
Storage Location
• Storage location is a place in plant, where
in materials has to be stored
Storage Location
Warehouse
Storage type
• Cold storage
Picking Area
Staging Area
Staging area
Storage Bin
Door
Shipping Point & Loading Point
• Shipping Point
– Location that performs all delivery related
activities
– Assigned a fact...
Shipping point
Loading Point
Loading group
Transportation Planning Point
Shipping Organization
Sales & Distribution
- Master Data -
Sap sd overview
Sap sd overview
Sap sd overview
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Sap sd overview

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Sap sd overview

  1. 1. SD FI Sales & Distribution Financial Accounting MM PP SM CO Materials Mgmt. Controlling Service Management AM R/3 Production Planning Fixed Assets Mgmt. EC Integrated Solution Quality Client / Server Management PM Plant Maintenance Open Systems Enterprise Controlling QM PS WF Project System Workflow HR IS Human Resources Industry Solutions
  2. 2. Sales and Distribution (SD) Overview
  3. 3. 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
  4. 4. SD Components Master Data Sales Support Foreign Trade Sales Info System Sales Shipping Billing Transportation
  5. 5. 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
  6. 6. 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
  7. 7. 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
  8. 8. SD Overview — Shipping • Main functions – Picking, Packing & Inventory management – Generate Shipping Documents • Transportation Management – Routes – Transportation Scheduling • Delivery Scheduling, Returns Deliveries & Stock Transfer
  9. 9. 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
  10. 10. 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)
  11. 11. Transportation Foreign Trade
  12. 12. Sales & Distribution - Process Flow -
  13. 13. Supply Chain Process Customer Order Final Payment Picking Accounts Receivable Goods Issue Billing
  14. 14. SAP Process Steps Sales Quotation Shipping Delivery Note Billing Billing FI A/R Post Incoming Payment Sales Order Picking Post Goods Issue
  15. 15. Sales Documents
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. Picking
  21. 21. Packing
  22. 22. 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
  23. 23. Billing • Generate customer invoice • Updates FI – Customer account – G/L accounts: revenue, discount, etc. • Applies relevant pricing • Updates customer credit
  24. 24. SD flow
  25. 25. Enterprise Structure
  26. 26. Sales & Distribution - Organizational Structures -
  27. 27. Sales Organization Client 800 Pastime Corporation Company Code 1000 Domestic Sales Sales Organization 1000 Europe Sales Organization 2000 Asia Pacific Sales Organization APA Wholesale Distribution Channel 20 Direct Distribution Channel 10 Wholesale Distribution Channel 20 Retail Distribution Channel 30 Wholesale Distribution Channel 20 Baseball Division 00 Baseball Division 00 Baseball Division 00 Baseball Division 00 Softball Division 01 Softball Division 01 Softball Division 01 Cricket Division 01 Baseball Division 00
  28. 28. Client • A client is, in organizational terms, an independent unit in the system. Clients have their own data environment and therefore their own user master and transaction data, assigned user master records and chart of accounts and specific customizing parameters. • Types of client's: Production client Golden server/client Application client Sand box client Development client
  29. 29. Company code
  30. 30. 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
  31. 31. Sales Origination
  32. 32. Distribution Channel • Identifies how products and services reach the customer • Can be assigned to one or more Sales Organizations
  33. 33. 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
  34. 34. 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
  35. 35. Sales Area Domestic Sales Sales Organization 1000 Direct Distribution Channel 10 Baseball Division 00 Softball Division 01 Wholesale Distribution Channel 20 Baseball Division 00 Softball Division 01 Retail Distribution Channel 30 Baseball Division 00 Softball Division 01
  36. 36. Sales Area Domestic Sales Sales Organization 1000 Direct Distribution Channel 10 Baseball Division 00 Softball Division 01 Wholesale Distribution Channel 20 Baseball Division 00 Softball Division 01 Retail Distribution Channel 30 Baseball Division 00 Softball Division 01
  37. 37. Sales Office • Typically defines a territory or market area • Linked to one or more Sales Areas • Optional organization structure
  38. 38. Sales Group Sales Group – Sub-division of a sales office, territory or market
  39. 39. Sales Person Sales Person – Defined in HR — Personnel Admin. – Specifically defines an individual rather than a position (sales rep.) in sales processing
  40. 40. Plant • Plant is an organizational unit where the material is processed, procured, maintained. In sales and distribution, the plant has a central function: • To use the sales and distribution functions in the system, you need at least one plant. • Each plant is uniquely assigned to a company code. • The assignment between sales organizations and plants does not have to be unique. • The plant is essential for determining the shipping point.
  41. 41. Plant
  42. 42. Storage Location • Storage location is a place in plant, where in materials has to be stored
  43. 43. Storage Location
  44. 44. Warehouse
  45. 45. Storage type • Cold storage
  46. 46. Picking Area
  47. 47. Staging Area
  48. 48. Staging area
  49. 49. Storage Bin
  50. 50. Door
  51. 51. 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
  52. 52. Shipping point
  53. 53. Loading Point
  54. 54. Loading group
  55. 55. Transportation Planning Point
  56. 56. Shipping Organization
  57. 57. Sales & Distribution - Master Data -

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