This document contains 28 slides about Enterprise Planning Systems (EPS) and Sales and Distribution (SD), a module within ERP systems. It discusses fundamentals of ERP processes including transactions, roles, menus, testing types, and transaction rights. It then explains key aspects of the SD module such as master data management, pricing, orders, deliveries, invoices, credit/debit notes, stock transport orders, returns, warehousing, transportation, and reports. The slides provide an overview of concepts and functions within the SD module for managing the sales, delivery, billing, and inventory aspects of a business.

1. SVKM’S NMIMS (University)
Mukesh Patel School of Technology
Management & Engineering
Ramgopal CANCHERLA
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Enterprise Planning Systems (EPS)
MBA (Tech)
14th Nov2013

2. EPS ~ ERP
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EPS
CONTEXT
Setting
ERP
Functional
Modules
Extended
ERP
ERP
Market
Place
14th Nov2013

3. Fundas of ERP Process [1]
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• Group of transactions : Role
• Group of Roles : User
• SOD : Segregation of Duties
Transaction
• Drill down as in Explorer
Menu Path
14th Nov2013

4. Fundas of ERP Process [2]
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•Unit [Module]
•Integrated
•UAT
•Regression
•Stress & Load
Testing - Types
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5. Fundas of ERP Process [3]
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•Create
•Change
•View
Transaction Rights
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6. Fundas of ERP Process [4]
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• From Legacy System
• From Multiple Sources
Data Migration
• On line
• On Discs
• On Server
• Disaster Recovery
Data Archiving
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7. ERP usefulness
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Integrated application
modules that support all
of the company business
transactions
Industry solutions
support the combination
of R/3 modules with
additional industry
specific functionality
SAP R/3 is an event-
driven transaction
processing software
14th Nov2013

8. ERP usefulness (contd)
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It is an integrated
software that facilitates
the flow of information
among all the modules
of an organization
All application modules
share the data through
the database, therefore
the data is entered only
once
It has the ability to
customize the
application modules to
meet business
requirements
14th Nov2013

9. ERP benefits
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Built on > Best Practices
Info details > enables drill down
Centralized data > consistency
Real-time info > up-to-the minute
Document history > traceability
Accessibility > by authorization
Tracking > monitor & find answers to query
Minimized > mistakes
Benefits all > across the company
14th Nov2013

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11. Sales & Distribution
sd
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12. Sales and Distribution (SD)
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Revolves
around
•Order
•Delivery
•Invoice
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13. SD : MDM : Master Data Management
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Products
Customers
Vendors
Payment Terms
Rates & Taxes
Sales Hierarchy
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14. SD : Pricing
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Standard cost
Price to Distributor
/ Stockist /
Wholesaler
Price to Retailers
Price to Consumer
/ Customer
Excise Duty VAT CST Octroi
Surcharge Cess Discount Freight
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15. SD : Orders
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• Rush Orders
– Domestic
– Exports
• FG ~ Finished goods
• BRM ~ Bulk & Raw Material
• Special Storage Material
• Sample Orders
• FOC ~ Free Of Charge Orders
• Stock Transport Orders
• Return Orders
• Back Orders
– Process
– Delete
14th Nov2013

16. SD : Deliveries
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• With Picking
• Without Picking
• Post Goods Issue
– Reduces Inventory
• Delete unwanted deliveries
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17. SD : Billing Doc : Invoices
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• Domestic Invoice
• Exports Invoice
• Sample Invoice
• Free Of Charge Invoice
• Stock Transport Invoice ~ Note [STN]
• CRN
• DRN
14th Nov2013

18. SD : Crn : Credit Notes / Drn : Debit Notes [S]
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• Stock Unit related
–Excess sent
–Less sent
–Different item sent
–Expiries
–Damages
–Shortages
–Withdrawn
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19. SD : Crn : Credit Notes / Drn : Debit Notes [C]
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• Cash related
–Price Difference
–Tax Difference
–Discount Difference
–Charged more ~ issue CRN
–Charged less ~ issue DRN
14th Nov2013

20. SD : STO : Stock Transport Orders
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• Movement within the Factory
– No ED
• Movement across locations
– No sales value
– No taxes
– Values @ Standard cost for Insurance purpose
• Centrally controlled
• Locations to check & be ready to receive
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21. SD : Reverse Logistics : Returns
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• Sales Stock returns
• Sample / FOC returns
• Breakages / Expiries / Soilages
– Moves to Blocked stock / Quality Inspection
• When usage decision made moves
–To Unrestricted
–Or To scrap
–Inventory updated accordingly
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23. SD : Warehousing [I]
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• IndOps ~ Industrial operations
–RM / PM
–Production / WIP
–FG / Quality
14th Nov2013

24. SD : Warehousing [C]
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• ComOps ~ Commercial Operations
– CWH ~ Central Warehouse
– ZWH ~ Zonal Warehouse
– RWH ~ Regional Warehouse
– C&FA ~ Carrying & Forwarding Agents
– PMW ~ Promotional Materials Warehouse
• Bonded Warehouse
– Exports
– Imports
• Imports Warehouse
– Repacking
– Cold-storage
14th Nov2013

25. SD : Transportation
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• Road
– Contracts
– Rate
– Period
– Material, Location & Customer
• Rail Freight
• Air Cargo
• Sea Shipment
• Courier parcel
• Insurance
14th Nov2013

26. SD : Reports
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• Stock & Inventory Reports
–Ready to sell ~ Unrestricted stocks
–Blocked ~ Awaiting Quality Clearance
–Scrap ~ Awaiting Instructions for
Destruction
–Returns
–GIT ~ Goods In Transit
14th Nov2013

27. SD : Reports
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• Sales Reports
–Currency level
• Standard cost
• Sales cost
–Unit level
–Hierarchy drill down by …….
• Geography
• Division
• Product
14th Nov2013

28. Questions ……..
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