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ASAP Methodology(SAP)
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Phase 1: Project PreparationDuring this phase the team goes through initial planning and preparation for
SAP project.
Phase 2: Business BlueprintThe purpose of this phase is to achieve a common understanding of how thecompany intends to run SAP to support their business. The result is the
Business Blueprint, a detailed documentation of the results gathered during
requirements workshops.
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Phase 3: RealizationThe purpose of this phase is to implement all the business process requirements
based on the Business Blueprint. The system configuration methodology is
provided in two work packages: Baseline (major scope); and Final configuration
(remaining scope).
Phase 4: Final PreparationThe purpose of this phase is to complete the final preparation (including testing,
end user training, system management and cutover activities) to finalize your
readiness to go live.
The Final Preparation phase also serves to resolve all critical open issues. On
successful completion of this phase, you are ready to run your business in your
live SAP System.
Phase 5: Go Live & SupportThe purpose of this phase is to move from a project-oriented, pre-production
environment to live production operation.
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Phases in ASAP
Project Preparation Business Blue print
Realization
Final Preparation Go Live
Support
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Project Preparation
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Purpose : Initial Planning and Preparation
Define the project goals, scope and objectives
Identify, on-board and train Team Members
Deliverables :
Project Charter which contains below docs : Project Scope
Implementation Plan & Rollout Strategy
Detailed Scope Document Costs and Benefits Validation
Project Standards
Project Infrastructure
Phase 1 : Project Preparations
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SD: Structure for Sales Order Processing
Client 410
Company CodeC100
Plant P100 Plant P101
Sales Area
Sales OrgS100
Distribution
Channel (RE)
Division
(01)
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SD: Internal Sales Structure
US Sales OfficeS100
Western Sales
Office
Northwest Sales
Group
Southwest Sales
Group
Salesperson 1
Eastern Sales
Office
Northwest Sales
Group
Southwest Sales
Group
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 6 Salesperson 7
Salesperson 8
Salesperson 9
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SD: Structure for Distribution
Client 410
Company Code
C100
Plant P100 Plant P101
Shipping Point
Express Dock
Loading Point
LP01
Shipping Point
Freight Dock
Shipping Point
Rail Dock
Loading Point
LP02
Loading Point
LP03
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SD: Master Data
Customer Master Data
Material Master Data
Cust/Mat Info Record
Output Master Data
Condition Master Data
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SD: Customer Master Data
Customer Master Contains all of the information
necessary for processing
orders, deliveries, invoices and
customer payment
Every customer MUST have amaster record
Customer Master Data is
created by Sales Area Sales Organization
Distribution Channel
Division
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SD: Customer Master Data
The customer masterinformation is divided
into 3 areas:
General Data
Company Code Data Sales Area Data
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SD: Customer Master
Company Code 102
Company Code 101Company Code 100
Client 410
Sales Org. 101
Sales Org. 100
General Informationrelevant for the entire organization:Name
Address
Communication
Company Code specific information:
Acc. Mgmt
Payment
Bank
Sales Area specific information:
Sales Office
Currency
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SD: Master Data
Material Master
Contains all the information a
company needs to manage
about a material
It is used by most components
within the SAP system Sales and Distribution
Materials Management
Production
Plant Maintenance
Accounting/Controlling
Quality Management
Material master data is stored
in functional segments called
Views
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SD: Material Master Views
Material Master
Basic Data
Sales Data
Controlling Data
Forecasting Data
Purchasing Data
Mat. Plan. Data
Accounting Data
Storage Data
Quality Data
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SD: Material Master
Plant 102
Plant 101Plant 100
Client 410
Storage Location 20
Storage Location 10
General Informationrelevant for the entire organization:Name
Weight
U/M
Sales specific information: Delivery Plant
Loading GrpStorage Location specific information:
Stock Qty
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SD: Customer-Material Information Record
Data on a material defined fora specific customer is stored
in a Customer material info
record.
Info Records contain:
customer-specific material number
customer-specific material
description
customer-specific data on deliveries
and delivery tolerances
You can also maintain default text
to appear on sales orders for that
customer
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SD: Condition Master (Pricing)
Condition master data includes: Prices
Surcharges
Discounts
Freights
Taxes
You can define the condition master
to be dependent on various data:
Material specific
Customer specific
Conditions can be dependent on
any document field
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SD: Output
Output is information thatis sent to the customerusing various media, suchas:
Mail EDI
Fax
XML
Output examples:
Quotation Confirmation
Invoice
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Sales & DistributionSales
Sales Order Process
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Sales: The Process
Sales OrderEntry
Post Goods
Issue
Invoice
Customer
Pick
MaterialsReceipt of
Customer Payment
PackMaterials
Check
Availability
Pre-salesActivities
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SD: Pre-Sales Activities (CRM Light)
Sales Support is a component of SD that assists in the sales,distribution, and marketing of a companies products andservices to its customers. It contains the following functionality:
Creating and tracking customer contacts and communications(sales activity)
Phone call records
On-site meeting
Letters
Campaign communication
Implementing and tracking direct mailing, internet, and trade faircampaigns based on customer attributes
Pre-sales documents need to be managed within the presalesactivities: Inquiries and Quotations. These documents helpidentify possible sales related activity and determine salesprobability.
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SD: Pre-Sales Activities (CRM Light)
The ultimate goal of all pre-sales activities is to equipthe sales technician with allthe information necessary tonegotiate and complete thepotential sale.
Information needed: Past sales activity
Past communication
Contact information
General Company info
Credit limits and usage
Current backorders
360 view of your customer
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SD Process: Inquiry
An inquiry is a customers request to a company forinformation or quotation in respect to their products
or services without obligation to purchase.
How much will it cost
Material/Service availability
May contain specific quantities and dates
The inquiry is maintained in the system and a
quotation is created to address questions for thepotential customer.
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SD Process: Quotation
The quotation presents thecustomer with a legally
binding offerto deliver
specific products or a
selection of a certain
amount of products in a
specified timeframe at a
pre-defined price.
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SD Process: Sales Order
Sales order processing can originate from a variety ofdocuments and activities Customer contacts us for order: phone, internet, email
Existing Contract
Quotations
The electronic document that is created should contain thefollowing basic information: Customer Information
Material/service and quantity
Pricing (conditions)
Specific delivery dates and quantities
Shipping information
Billing Information
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SD Process: Sales Order
The sales document ismade up of three primaryareas: Header
Data relevant for the entiresales order: Ex: customer data,total cost of the order
Line Item Information about the specific
product: Ex: material andquantity, cost of an individualline
Schedule Lines Uniquely belongs to a Line
Item, contains deliveryquantities and dates for partialdeliveries
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SD Process: Sales Order
The sales order contains all of the informationneeded to process your customers request, the
following information is determined for each sales
order:
Delivering Schedule
Shipping point and route determination
Availability Check
Transfer of requirements to MRP Pricing
Credit limit check
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Sales Order: Delivery Scheduling
When an order is created the you must enter arequested delivery date for the order or each line
item.
The system will then determine a delivery timeline,
this will be used when determining our material
availability, or ATP (Availablity to Promise) date.
The system will determine this date using forward
and backward scheduling rules you have defined.
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Sales Order: Backward Scheduling
Requested
Delv. Date
GoodsIssueLoading
Material
Availability
OrderDate
Transp.
Sched.
TransitTime
(2 days)
LoadingTime
(1 day)
Pick & PackTime
(2 days)
Transp.Sched.Time
(1 day)
2nd 3rd 4th 5th 6th1st
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Sales Order: Forward Scheduling
Transit
Time
(2 days)
Loading
Time
(1 day)
Transp.Sched.Time
(1 day)
New
Delv.
Date
1st 3rd 4th 5th 6th2nd
Pick & Pack
Time (2 days)
7th
Requested
Delv.
DateGoodsIssueLoading
Material
Availability
OrderDate
Transp.
Sched.
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Sales Order: Shipping & Route Determination
During the creation of the sales order the system mustdetermine the shipping point from which the material will be
shipped and the route the material will take to get from your
warehouse to your customers location.
A shipping point is determined for each line item within theorder.
The route determination will is used to define the transit
time of the material that we used in scheduling.
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Sales Order: Availability Check
Availability Check Determines the material
availability date
Considers all inward andoutward inventory
movements Proposes 3 methods of
delivery One-time delivery
Complete delivery
Delayed proposal
Rules are created by YOU
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Sales Order: Transfer to Planning
The order is transferred to Material Requirements Planningas an (CIR) Customer Independent Requirement. If a
deficit is found the system will propose a Purchase Req. or
Order to fulfill the shortage.
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Sales Order: Pricing
The system displays pricing information for all salesdocuments on the pricing screens at both the header and
the line item level.
Header pricing is valid for the whole order it is the cumulitive of all
line items within the order
Line item pricing is for each specific material.
The system will automatically search for price, discounts,
surcharges, calculate taxes and freight. You have the
ability to manually manipulate the pricing at both the header
and line item level within the sales order by entering acondition type and amount.
Taxes and freight can be set-up so we cant manually enter.
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Sales Order: Credit Check
Allows your company to manage its credit exposure and risk for eachcustomer by specifying credit limits.
During the sales order process the system will alert the sales rep about
the customers credit situation that arises, if necessary the system can
be configured to block orders and deliveries.
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SD Process: Shipping & Transportation
The shipping process begins when you create thedelivery documentfor the sales order. This
document controls, supports, and monitors
numerous sub-processes for shipping processing:
Picking
Packing
Post Goods Issue
Integrated with the Material Management (MM) andFinance (FI) modules
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SD Process: Shipping
Order
Combination
Sales Order 1
Sales Order 2
Sales Order 3
Delivery 812
Partial
Delivery
Sales Order 4
Delivery 813
Delivery 814
Delivery 815
Complete
Delivery
Sales Order 5
Delivery 816
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SD Process: Delivery Creation
Checks order and materials to determine if adelivery is possible delivery block (hold),
completeness
Confirms availability
Confirms export/foreign trade requirements
Determines total weight & volume
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SD Process: Delivery Creation
Generates packing proposal Calculates weight and volume
Checks scheduling
Considers partial deliveries
Updates route assignment
Assigns picking location
Determines batches
Quality check (if needed)
Updates sales order
S
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SD Process: Delivery Document
The Delivery Document initiates the deliveryprocess and is the control mechanism for this
process Picking
Packing Loading
Posting Goods Issue
Changes to delivery are allowable - products,
quantities
D li Pi ki
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Delivery: Picking
Quantities based on delivery note Assigned date when picking should begin
Automated storage location assignment
Supports serial number/lot number tracking andbatch management
Integrated with Warehouse Management (WM)
D li L di d P ki
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Delivery: Loading and Packing
Identifies which packaging is to be used forspecified products (customer preference and UCC-
128 considerations)
Identifies and updates accounts associated with
returnable packaging
Tracks the packed product by container
Insures weight/volume restrictions are enforced
All packed items are assigned to the requiredmeans of transportation
D li G d I
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Delivery: Goods Issue
Event that indicates the legal change in ownershipof the products
Reduces inventory and enters Cost of Goods Sold
Automatically updates the General Ledger (G/L)
accounts
Ends the shipping process and updates the status
of the shipping documents
SD P Billi
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SD Process: Billing
The billing document is created by coping datafrom the sales order and/or delivery document.
Order-based billing
Delivery-based billing
The billing process is used to generate the
customer invoice.
It will update the customers credit status.
SD P Billi D t
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SD Process: Billing Documents
The billing document willautomatically create a debit
posting to your customer
sub-ledger account and
credit your revenue account.
It is at this point that the
sales process is passed over
to Financial Accounting to
await payment.
SD P Billi M th d
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SD Process: Billing Methods
Collective
Invoicing
Delivery based
Invoicing
Delivery 834
Delivery 833
Order 14
Order 9
Delivery 856
Invoice 968
Order 6Delivery 820
Delivery 821
Invoice 945
Invoice 946
Split
InvoicingOrder 32 Delivery 886
Invoice 992
Invoice 991
SD P P t
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SD Process: Payment
Payment is the final step in the sales order process, thisstep is managed by the Financial Accounting
department.
Final payment includes:
Posting payments against invoices.
Reconciling differences between payment and invoice.
Payment will create a posting clearing the liability in the
A/R account and decreasing your bank account.
SD P D t Fl
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SD Process: Document Flow
The document flow andorder status feature allows
you to find the status of an
order at any point in time.
The SAP updates the order
status every time a change
is made to any document
created in the customer
order management cycle
(Order-to-Cash).