Sameers Sales & Distribution Power Point Presentation

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AARYASAI SALES PROCESS

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Sameers Sales & Distribution Power Point Presentation

  1. 1. Sales and Distribution (SD) Overview SAMEER BARDE : SAP CONSULTANT
  2. 2. SD FI Sales & Financial Distribution Accounting MM CO Materials Controlling Mgmt. PP AM R/3 Production Fixed Assets Planning Mgmt. SM EC Service Enterprise Manage- Controlling ment QM Integrated Solution PS Quality Management Client / Server Project System PM WF Plant Maintenance Open Systems Workflow HR IS Human Industry Resources Solutions SAMEER BARDE : SAP CONSULTANT
  3. 3.  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 SAMEER BARDE : SAP CONSULTANT
  4. 4. Master Foreign Data Trade Sales Sales Sales Info Support System Shipping Billing Transportation SAMEER BARDE : SAP CONSULTANT
  5. 5.  Detailed information about customers, materials and business partners  Flexible data structures that support the business environment  Specialized master data to support sales order processing SAMEER BARDE : SAP CONSULTANT
  6. 6.  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 SAMEER BARDE : SAP CONSULTANT
  7. 7.  Primary base for customer  Sampling of functions order management  Inquiries & Quotes  Highly customizable  Sales Orders  Returns  Sophisticated pricing  Contracts & Scheduling  Integrated ATP Agreements  Integrated credit  Consignment management  Rush Orders & Cash Sales  Back Orders & Subsequent Deliveries  Credit & Debit Memo Requests SAMEER BARDE : SAP CONSULTANT
  8. 8.  Main functions  Picking, Packing & Inventory management  Generate Shipping Documents  Transportation Management  Routes  Transportation Scheduling  Delivery Scheduling, Returns Deliveries & Stock Transfer SAMEER BARDE : SAP CONSULTANT
  9. 9.  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 SAMEER BARDE : SAP CONSULTANT
  10. 10.  Flexible tool that allows one to collect, consolidate, and utilize data from sales and distribution processing  A component of the Logistic Information System (LIS) SAMEER BARDE : SAP CONSULTANT
  11. 11. Transportation Foreign Trade SAMEER BARDE : SAP CONSULTANT
  12. 12. Sales & Distribution - Process Flow - SAMEER BARDE : SAP CONSULTANT
  13. 13. Customer Order Picking Goods Issue Final Payment Accounts Receivable Billing SAMEER BARDE : SAP CONSULTANT
  14. 14. Sales Sales Quotation Order Shipping Delivery Post Goods Picking Note Issue Billing Billing Post FI Incoming A/R Payment SAMEER BARDE : SAP CONSULTANT
  15. 15.  Support pre-sales processes  Are time sensitive  Automatic availability check  Automatic pricing  No impact to FI  Can be used as reference documents SAMEER BARDE : SAP CONSULTANT
  16. 16.  Core of customer order  Automated standard management functions ...  No impact to G/L  availability check  Can reference existing  MRP updating documents  pricing  credit check  Copies key information  delivery scheduling from master data  export control  shipping & route determination SAMEER BARDE : SAP CONSULTANT
  17. 17.  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 SAMEER BARDE : SAP CONSULTANT
  18. 18.  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 SAMEER BARDE : SAP CONSULTANT
  19. 19.  Completes the shipping process  Typically performed when customer takes ownership  Updates inventory  Updates G/L accounts  Cost of goods sold  Inventory SAMEER BARDE : SAP CONSULTANT
  20. 20.  Generate customer invoice  Updates FI  Customer account  G/L accounts: revenue, discount, etc.  Applies relevant pricing  Updates customer credit SAMEER BARDE : SAP CONSULTANT
  21. 21. Sales & Distribution - Organizational Structures - SAMEER BARDE : SAP CONSULTANT
  22. 22. Client 860 Pastime Corporation Company Code CC00 Domestic Sales Europe Asia Pacific Sales Organization Sales Organization Sales Organization So00 EURO APAC Direct Wholesale Retail Wholesale Wholesale Distribution Channel Distribution Channel Distribution Channel Distribution Channel Distribution Channel DI WH RE WH WH Baseball Softball Baseball Softball Baseball Softball Baseball Cricket Baseball Division Division Division Division Division Division Division Division Division BB SB BB SB BB SB BB SB BB SAMEER BARDE : SAP CONSULTANT
  23. 23.  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 SAMEER BARDE : SAP CONSULTANT
  24. 24.  Identifies how products and services reach the customer  Can be assigned to one or more Sales Organizations SAMEER BARDE : SAP CONSULTANT
  25. 25.  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 SAMEER BARDE : SAP CONSULTANT
  26. 26.  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 SAMEER BARDE : SAP CONSULTANT
  27. 27. Domestic Sales Sales Organization SO00 Direct Wholesale Retail Distribution Channel Distribution Channel Distribution Channel DI WH RE Baseball Softball Baseball Softball Baseball Softball Division Division Division Division Division Division BB SB BB SB BB SB SAMEER BARDE : SAP CONSULTANT
  28. 28. Domestic Sales Sales Organization SO00 Direct Wholesale Retail Distribution Channel Distribution Channel Distribution Channel DI WH RE Baseball Softball Baseball Softball Baseball Softball Division Division Division Division Division Division BB SB BB SB BB SB SAMEER BARDE : SAP CONSULTANT
  29. 29.  Typically defines a territory or market area  Linked to one or more Sales Areas  Optional organization structure SAMEER BARDE : SAP CONSULTANT
  30. 30. Domestic Sales Area Western Eastern Sales Office Sales Office SAMEER BARDE : SAP CONSULTANT
  31. 31.  Sales Group  Sub-division of a sales office, territory or market SAMEER BARDE : SAP CONSULTANT
  32. 32.  Sales Person  Defined in HR — Personnel Admin.  Specifically defines an individual rather than a position (sales rep.) in sales processing SAMEER BARDE : SAP CONSULTANT
  33. 33. Domestic Sales Area Western Eastern Sales Office Sales Office Southwest Northwest Southeast Northeast Sales Group Sales Group Sales Group Sales Group Sales Sales Sales Sales Sales Person Person Person Person Person SAMEER BARDE : SAP CONSULTANT
  34. 34.  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 SAMEER BARDE : SAP CONSULTANT
  35. 35. S io u x F a lls PLANT PT00 F r e ig h t D o c k E x p re s s E x p o rt S h ip p in g P t S h ip p in g P t S h ip p in g P t SP00 Q U IK EXPT D ock #1 D ock #2 D ock #3 D ock #2 L o a d in g P t L o a d in g P t L o a d in g P t L o a d in g P t D1 D2 EX XP SAMEER BARDE : SAP CONSULTANT
  36. 36. Sales & Distribution - Master Data - SAMEER BARDE : SAP CONSULTANT
  37. 37. r me M ate st o Master ria Cu l Data Pricing SAMEER BARDE : SAP CONSULTANT
  38. 38. -General Data Basic Data 1 - 2 Basic Unit of Measure Classification Division Sales: sales org. 1 - 2 Sales: general/plant Material Group Purchasing Sales Unit Foreign Trade: Import Data Sales: text Delivering Plant Purchase order: text Cash discount MRP 1 - 4 -Tax data Forecasting Storage 1 - 2 Country Warehouse Management 1 - 2 Tax category Quality Management Tax classification Accounting 1 - 2 Costing 1 - 2 -Quantity stipulations Min. order quantity Min. delivery quantity Delivery unit SAMEER BARDE : SAP CONSULTANT
  39. 39. 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. SAMEER BARDE : SAP CONSULTANT
  40. 40. 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. SAMEER BARDE : SAP CONSULTANT
  41. 41. Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 -Grouping terms Sales: general/plant Purchasing Foreign Trade: Import Data Matl statistics group Sales: text Material pricing grp Purchase order: text Volume rebate group MRP 1 - 4 Acct assignment grp Forecasting Storage 1 - 2 Commission group Warehouse Management 1 - 2 Item Category group Quality Management Accounting 1 - 2 Costing 1 - 2 SAMEER BARDE : SAP CONSULTANT
  42. 42. 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 groupA 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. SAMEER BARDE : SAP CONSULTANT
  43. 43. Basic Data 1 - 2 Classification General data Sales: sales org. 1 - 2 Base unit Sales: general/plant Gross weight Purchasing Foreign Trade: Import Data Net weight Sales text Avail. Check Purchase order: text Shipping data (times in days) MRP 1 - 4 Trans. Grp Forecasting LoadingGrp Storage 1 - 2 Warehouse Management 1 - 2 Packaging material data Quality Management Matl grp ship. matls Accounting 1 - 2 General plant parameters Costing 1 - 2 Negative stock SAMEER BARDE : SAP CONSULTANT
  44. 44. 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. SAMEER BARDE : SAP CONSULTANT
  45. 45. 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. SAMEER BARDE : SAP CONSULTANT
  46. 46. Basic Data 1 - 2 Classification Sales: sales org. 1 - 2 Sales: general/plant - Sales texts Text Purchasing specific to Foreign Trade: Import Data the material Sales text Purchase order: text and in an MRP 1 - 4 appropriate Forecasting language. Storage 1 - 2 Warehouse Management 1 - 2 Quality Management Accounting 1 - 2 Costing 1 - 2 SAMEER BARDE : SAP CONSULTANT
  47. 47.  Account group determines which fields are to be used in defining customer master data SAMEER BARDE : SAP CONSULTANT
  48. 48. 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 SAMEER BARDE : SAP CONSULTANT
  49. 49. Sales & Distribution - Customer Master - SAMEER BARDE : SAP CONSULTANT
  50. 50. G e n e ra l D a ta S a le s & D is tr ib u tio n Com pany Code D a ta D a ta SAMEER BARDE : SAP CONSULTANT
  51. 51.  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 SAMEER BARDE : SAP CONSULTANT
  52. 52. Customer  Sales Organization  Distribution Channel  Division SAMEER BARDE : SAP CONSULTANT
  53. 53. General Data — Address Customer Name Search Term Street address, City, Postal code, Country Language General Data — Communication Telephone, Fax, Data numbers SAMEER BARDE : SAP CONSULTANT
  54. 54. 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 SAMEER BARDE : SAP CONSULTANT
  55. 55. 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 SAMEER BARDE : SAP CONSULTANT
  56. 56. General Data — Payment Transactions Bank details Country Bank Key Account holder Bank Account Control Key Collection SAMEER BARDE : SAP CONSULTANT
  57. 57. General Data — Unloading points Unloading point Customer factory calendar Default Unloading Point Goods receiving hours SAMEER BARDE : SAP CONSULTANT
  58. 58. 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 SAMEER BARDE : SAP CONSULTANT
  59. 59. General Data — Contact persons Name Telephone number Department First name Form of address (e.g. Mr., Ms.) Function SAMEER BARDE : SAP CONSULTANT
  60. 60. Company Code Data Accounting Information Accounting info Reconciliation Account Sort key Head office Interest calculation Interest indicator Interest calculation frequency Last key date Reference data Buying group SAMEER BARDE : SAP CONSULTANT
  61. 61. Company Code Data Payment Transactions Payment data: Payment terms Tolerance group Automatic Payment Transactions: Payment methods Alternative payer Lockbox SAMEER BARDE : SAP CONSULTANT
  62. 62. Company Code Data Correspondence Dunning data : Dunning procedure Dunning recipient Correspondence : Account number at customer Customer user Payment notices to : Customer Sales Accounting Legal SAMEER BARDE : SAP CONSULTANT
  63. 63. Company Code Data Insurance Export credit insurance : Policy number Institution number Amount insured Valid until Lead months Deductible SAMEER BARDE : SAP CONSULTANT
  64. 64. 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 SAMEER BARDE : SAP CONSULTANT
  65. 65. 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 SAMEER BARDE : SAP CONSULTANT
  66. 66. 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 SAMEER BARDE : SAP CONSULTANT
  67. 67. 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) SAMEER BARDE : SAP CONSULTANT
  68. 68. — Siesta Baseball League - Vera Cruz, NM — Sold-to : 10018 Sold-to Bill-to : 10018 Payer : 10018 Bill-to Payer Ship-to Ship-to : 10018 — Siesta Baseball League - Vera Cruz, NM — Sold-to : 10018 Bill-to : 10018 Sold-to Payer : 10018 Ship-to : 10018 Bill-to Payer Ship-to Ship-to Ship-to : 10249 - Bakersfield, CA SAMEER BARDE : SAP CONSULTANT
  69. 69. Sales & Distribution - Business Partners - SAMEER BARDE : SAP CONSULTANT
  70. 70.  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 SAMEER BARDE : SAP CONSULTANT
  71. 71.  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 SAMEER BARDE : SAP CONSULTANT
  72. 72.  Customer that orders the goods  Can perform all Sold-to primary partner Ship-to functions — sold-to, ship-to, payer, bill-to Bill-to  Primary type of business partner Payer  Cannot be linked to other sold-to partners SAMEER BARDE : SAP CONSULTANT
  73. 73.  Party that receives the goods Sold-to  Can be created as an independent partner Ship-to and linked to one or more sold-to partners Bill-to Payer SAMEER BARDE : SAP CONSULTANT
  74. 74.  Party that receives the invoice Sold-to  Can be created as an independent partner Ship-to and linked to one or more sold-to partners Bill-to Payer SAMEER BARDE : SAP CONSULTANT
  75. 75.  Party that sends the payment Sold-to  Can be created as an independent partner Ship-to and linked to one or more sold-to partners Bill-to Payer SAMEER BARDE : SAP CONSULTANT
  76. 76. Sold-to Sold-to Ship-to Bill-to Ship-to Ship-to Payer Ship-to Ship-to Ship-to SAMEER BARDE : SAP CONSULTANT
  77. 77. Sales & Distribution - Pricing - SAMEER BARDE : SAP CONSULTANT
  78. 78.  “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 SAMEER BARDE : SAP CONSULTANT
  79. 79.  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 SAMEER BARDE : SAP CONSULTANT
  80. 80.  Pricing is based on a matrix of predefined and custom elements  Delivered element groups (a.k.a. conditions)  Prices  Discounts & Surcharges  Freight  Taxes SAMEER BARDE : SAP CONSULTANT
  81. 81. 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) SAMEER BARDE : SAP CONSULTANT
  82. 82. 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 ($) SAMEER BARDE : SAP CONSULTANT
  83. 83. R/3 Pricing Process SALES DOC. DETERMINE ACCESS DETERMINE PRICING ACCESS THE CONDITION PRICE THE ITEM SEQUENCE FOR EVERY PROCEDURE RECORDS AND ITEM CONDITION TYPE IN FOR ITEM DETERMINE PRICE PRICING PROCEDURE CONDITION TYPE AND --- SALES AREA & CUSTOMER/MAT’L OR ACCESS SEQUENCE UNIFORM DOCUMENT TYPE & ARE LINKED IN PRICE LIST/MAT’L OR $9.25 SOLD-TO MATERIAL N/A TABLE CONDITION ACCESS STOPS LOOKING AFTER SALES DOC. SOLD PRICING TYPE SEQUENCE FINDING FIRST VALUE AREA TYPE TO PROCEDURE KEY PR00 PR00 US01 A 1 USSTD KI00 KI00 US01 B 1 USALT TX00 TX00 LOOK FOR CONDITION ACCESS OR FR00 FR00 RECORDS IN THIS ORDER UK01 A 1 UKSTD SEQUENCE DER OF CONDITION TABLES UK02 A 1 UKSTD PR00 01 CUSTOMER/MATERIAL PRICING CONDITION CONDITION PROCEDURE TYPE 02 PRICE LIST TYPE/MAT’L USSTD PR00 PRICE 03 MATERIAL KI00 DISCOUNT KI00 01 CUSTOMER/MATERIAL TX00 TAXES 02 PRICE LIST TYPE/MAT’L PRICE ELEMENT FR00 FREIGHT 03 MATERIAL CONTROL PARAMETERS UPPER/LOWER LIMITS USALT PR00 PRICE ETC. ETC. SAMEER BARDE : SAP CONSULTANT KI01 DISCOUNT
  84. 84.  Simple price  Detailed price agreements agreements  product  pricing scales  customer  rebates  customer & material  customer expected price  customer group & material SAMEER BARDE : SAP CONSULTANT
  85. 85. • Customer Material Info. Record • Item Proposal • Listing & Exclusion • Product Substitution SAMEER BARDE : SAP CONSULTANT
  86. 86.  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 SAMEER BARDE : SAP CONSULTANT
  87. 87.  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 SAMEER BARDE : SAP CONSULTANT
  88. 88.  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 SAMEER BARDE : SAP CONSULTANT
  89. 89.  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) SAMEER BARDE : SAP CONSULTANT
  90. 90.  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 SAMEER BARDE : SAP CONSULTANT
  91. 91.  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 SAMEER BARDE : SAP CONSULTANT
  92. 92. Sales & Distribution - Transactions - SAMEER BARDE : SAP CONSULTANT
  93. 93. Inquiry Returns Quotation Contract Sales Order Consignment Scheduling Cash Sale Agreement Returnable Rush Order Packaging Debit Memo Credit Memo SAMEER BARDE : SAP CONSULTANT
  94. 94.  Delivery scheduling  Availability check  Transfer of requirements to MRP  Pricing  Credit check  Shipping point & route determination  Foreign trade & license processing  Document flow SAMEER BARDE : SAP CONSULTANT
  95. 95.  Automatic scheduling of essential shipping activities ... Calculated using defined activity times ... Resulting in scheduled activity dates  Determined using backward and forward scheduling rules SAMEER BARDE : SAP CONSULTANT
  96. 96.  Structure of sales documents Header Line item # 1 Schedule line # 1 Schedule line # 2 Line Item # 2 Schedule line # 1 SAMEER BARDE : SAP CONSULTANT
  97. 97.  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 SAMEER BARDE : SAP CONSULTANT
  98. 98. 25 Order Material Transp. Loading Goods Requested Date Availability Sched. Issue Delv. Date 25th 26th 27th 28th 29th 31st Transp Loading Transit . Time Time Sched. (1 day) (2 days) Time (1 day) Pick & Pack Time (2 days) SAMEER BARDE : SAP CONSULTANT
  99. 99. 27 Material Order Transp. Goods Requested Availability Date Sched. Loading Issue Delv. Date 26th 27th 27th 28th 29th 31st Transp. Loading Transit Sched. Time Time 1 Time (1 day) (2 days) (1 day) New Delv. Date Pick & Pack Time (2 days) SAMEER BARDE : SAP CONSULTANT
  100. 100.  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 SAMEER BARDE : SAP CONSULTANT
  101. 101.  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 SAMEER BARDE : SAP CONSULTANT
  102. 102.  Ordered quantities are passed to MRP (MM)  Controlled by the schedule line category  Blocking of documents can affect requirements passing — delivery block SAMEER BARDE : SAP CONSULTANT
  103. 103.  Efficient means to implement credit management  Integrated with FI — via credit control area  Automatically alerts when a credit check fails  Comprehensive credit management reporting SAMEER BARDE : SAP CONSULTANT
  104. 104.  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 SAMEER BARDE : SAP CONSULTANT
  105. 105.  Predefined trade areas — NAFTA, EU  Automated reporting for trade areas  Automated controls  license management  embargo lists  control by customer, country, product, point in time SAMEER BARDE : SAP CONSULTANT
  106. 106. SAMEER BARDE : SAP CONSULTANT
  107. 107.  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 SAMEER BARDE : SAP CONSULTANT
  108. 108. Order Order Order Order Delivery Order Delivery Delivery Delivery Delivery Order Partial Complete Combination Delivery Delivery SAMEER BARDE : SAP CONSULTANT
  109. 109.  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 SAMEER BARDE : SAP CONSULTANT
  110. 110.  Delivery creation activities  generates packing proposal  considers partial deliveries  updates route assignment  assigns picking location  determines batches  updates sales order — status, delivery qty SAMEER BARDE : SAP CONSULTANT
  111. 111.  The Delivery Note  Initiates the delivery process  Control mechanism for the process  Changes to delivery are allowable - products, quantities Picking Delivery Packing Note Status Loading Post Goods SAMEER BARDE : SAP CONSULTANT Issue
  112. 112.  Produces a work-list of deliveries  Encompasses deliveries and transfers  Can be scheduled to run in batch  Automatically combines deliveries SAMEER BARDE : SAP CONSULTANT
  113. 113.  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) SAMEER BARDE : SAP CONSULTANT
  114. 114.  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 SAMEER BARDE : SAP CONSULTANT
  115. 115.  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 SAMEER BARDE : SAP CONSULTANT
  116. 116. Goods Issue Inventory Cost of goods sold General ledger 750 750 SAMEER BARDE : SAP CONSULTANT
  117. 117.  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 SAMEER BARDE : SAP CONSULTANT
  118. 118.  Defines the G/L accounts that billing entries are posted to — revenue, deduction, freight charges Application Condition Chart of Sales Cust Account G/L Type Accounts Org. Acct. Key Account Grp. V KOFI CHRT SOxx 01 ERL 610000 From From From From From From From Sales Table Sales Sales Customer Pricing Table Doc. Doc. Doc. Master Proc SAMEER BARDE : SAP CONSULTANT
  119. 119. Delivery Invoice Separate invoice Order per delivery Delivery Invoice Delivery Collective Order Delivery Invoice Invoice Order Delivery Invoice Invoice Order Delivery Split Invoice SAMEER BARDE : SAP CONSULTANT
  120. 120.  Explicitly specify documents  Billing due list — builds a worklist of invoices that should be generated  Automatic posting to FI SAMEER BARDE : SAP CONSULTANT
  121. 121. Revenue Customer A/R recon. General 2000 2000 2000 ledger SAMEER BARDE : SAP CONSULTANT
  122. 122.  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 SAMEER BARDE : SAP CONSULTANT
  123. 123. Sales Sold-to : QAZ Industries Delivery Date : 06/20/97 Order Material : 546-dk1 Generator Price : $300,000 Billing Description % Value Billing Milestone Billing date block status 11/20/96 Contract 10 30,000 - x x Billing 01/20/97 Assembly 40 120,000 - x x Plan 04/20/97 Operational 40 120,000 x x 05/20/97 Acceptance 10 30,000 x x 06/20/97 Final invoice -- -- x SAMEER BARDE : SAP CONSULTANT
  124. 124. • Contracts • Schedule Agreements SAMEER BARDE : SAP CONSULTANT
  125. 125.  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 SAMEER BARDE : SAP CONSULTANT
  126. 126. Contract Target Qty: 900 Release Order Order Qty: 700 Order Qty: 200 . . . Contract Target Qty: 900 Release Order Order Qty: 750 Order Qty: 150 SAMEER BARDE : SAP CONSULTANT
  127. 127.  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 SAMEER BARDE : SAP CONSULTANT
  128. 128. Scheduling Agreement Delivery 5/10 100 Date Qty Delivery 05/15 100 6/10 100 06/15 100 Delivery 07/15 200 7/10 200 08/15 300 Delivery 8/10 300 SAMEER BARDE : SAP CONSULTANT
  129. 129. Backorder Processing Rescheduling SAMEER BARDE : SAP CONSULTANT
  130. 130.  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 SAMEER BARDE : SAP CONSULTANT
  131. 131.  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 SAMEER BARDE : SAP CONSULTANT
  132. 132. Return Order Goods Receipt Quality Inspection Credit Memo SAMEER BARDE : SAP CONSULTANT
  133. 133. 1 Order Delivery Invoice Returns Return to 2 Return Delivery Inventory 3 Credit Memo SAMEER BARDE : SAP CONSULTANT
  134. 134.  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 SAMEER BARDE : SAP CONSULTANT
  135. 135.  Credit memo  Billing block must be cleared from Return  Posts to FI  Can be processed in batch (background)  Can be processed collectively (grouped) SAMEER BARDE : SAP CONSULTANT
  136. 136. SAMEER BARDE : SAP CONSULTANT
  137. 137. Printed Bar Coded Documents Documents FAX SAP Email Document EDI Workflow SAMEER BARDE : SAP CONSULTANT
  138. 138.  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 SAMEER BARDE : SAP CONSULTANT
  139. 139.  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 SAMEER BARDE : SAP CONSULTANT
  140. 140.  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 SAMEER BARDE : SAP CONSULTANT
  141. 141.  Inventory Management  Purchasing  Sales and Distribution  Production  Plant Maintenance  Quality Management SAMEER BARDE : SAP CONSULTANT
  142. 142.  Material  Plant  Storage Location  MRP Controller  Material Groupings SAMEER BARDE : SAP CONSULTANT
  143. 143.  Material  Vendor  Material Group  Purchasing Group  Purchasing Documents SAMEER BARDE : SAP CONSULTANT
  144. 144.  5 Pre-defined drill-down reports  Customer  Material  Sales Organization  Shipping Point  SD Documents SAMEER BARDE : SAP CONSULTANT
  145. 145.  Product Group  Material  Work Center  Production Resources and Tools SAMEER BARDE : SAP CONSULTANT
  146. 146.  Value display - absolute or percentage  Top N - top 10, top 100, etc.  Sorted - ascending or descending  ABC  Classification  Graphics - 2D, 3D SAMEER BARDE : SAP CONSULTANT

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