This document discusses organizational elements, master data, and transactions in SAP systems. It provides examples of organizational elements like client, company code, plant, and describes how master data like customer, material, and employee records are organized and related to organizational elements. It also defines transactions as application programs that execute business processes in SAP.

1. System-Wide Concepts Eng. Enrique Martínez A. ULACIT 2011

2. Organizational Elements Client The client is the highest-level element of all organizational elements; it represents the enterprise/headquarters group. Company Code The company code is a legal independent accounting unit representing the central organizational element of financial accounting. The company code also represents the tax law (national) view of the company, the fiscal calendar, the local currency, and the tax reporting requirements. Plant A plant can manufacture product, distribute product, or provide a service. The plant is the central organizational unit of production

3. Organizational Elements Storage location Material stocks in inventory management can be differentiated within one plant according to storage location. Sales organization The sales organization is the central organizational element in sales order management that controls the terms of sale to the customer. Distribution channel Distribution channels can be used to define how different products reach consumers, for example, wholesale. Organizational unit Organizational units describe the various business units that exist in an enterprise. Often units are loosely defined as functional or regional departments. Position Positions are the individual employee assignments in the enterprise

4. Some of the concepts that will be discussed inmore detail in this lesson include: Organizational elements A company´s enterprise structure is mapped to SAP applications using organizational elements. Master data Created centrally and available to all applications and all authorized users, master data also has an organizational aspect because its information is organized into views that are assigned to organizational elements. Transactions Transactions are application programs that execute business processes in the SAP system. Examples include create sales order, change customer master, or display a sales order's list report.

5. Organizational Structure: Terminology

7. Master Data (Personnel Record)

8. Transactions

9. Task 1 1. Using the information provided in the table below, display the customer master record.

10. Task 1 2. Locate the following general data.

11. Task 1 3.Locate the following company code data. 4. Locate the following sales area data. Hint: You will need to choose the Company Code Data icon from the application toolbar. Hint: What is the .Recon.account.? The Reconciliation Account in General Ledger is the account that is updated parallel to the subledger account for normal postings (for example, invoice or payment).

13. Task 2 As a new user, you need to locate the specific Field information listed in the table below. Confirm the data by entering the information in the Data column of the table provided. Hint: The data is located on several tabs. The tab names are provided in the table listed below under the View column header.

14. Task 3 Create a sales quotation 1. Using the information provided in the table, create a sales quotation. Record your document number in the table.

16. Test your Knowledge 3. Which of the following is a true statement about master data? Choose the correct answer(s). □ A Master data is created centrally and is available to all applications and all authorized users. □ B Master data decreases data redundancy. □ C Master data is organized into views that are assigned to organizational elements. 4. Name the two types of master data discussed in this lesson. Choose the correct answer(s). □ A Plant and customer □ B Material and customer □ C Material and storage location □ D None of the above

17. Test your Knowledge 5. Which of the following is a true statement about customer master data? Choose the correct answer(s). □ A Customer master data contains key information that defines the business relationship between a company and its customer. □ B Customer master data contains material-specific parameters that support execution of business processes. □ C Customer master data must be created for each company that plans to sell to that customer. □ D None of the above 6. Transactions are application programs that execute business processes in the SAP system. Determine whether this statement is true or false. □ True □ False

18. Test your Knowledge 7. What is created in the system each time a transaction is executed? Choose the correct answer(s). □ A Report □ B Log □ C Document □ D Inventory