8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40 http://slidepdf.com/reader/full/intro-erp-using-gbi-case-study-sd-a4-en-v240 1/47 CASE STUDY Sales and Distribution (SD) Case Study This case study explains an integrated sales and distribution process in detail and thus fosters a thorough understanding of each process step and underlying SAP functionality . Product SAP ERP MOTIVATION The data entry requireents in the PREREQISITES !efore you use this case study" you #$!$%$ Release &$'( !e"el sales ) distribution exercises *SD + through SD ,- .ere inii/ed because uch of the data .as stored in the SAP syste$ This should be failiar .ith na0igation in the SAP syste$ %n order to successfully .or1 through !eginner stored data" 1no.n as aster data" siplifies the processing of this case study" it is not necessary to ha0e finished the SD exercises *SD + #ocus Sales and Distribution Aut$ors !ret 2agner Stefan 2eidner Version 3$4' !ast %date April 3'+, business transactions$ %n the sales order process" .e used aster data for custoers" aterials *the products .e sold- and pricing to siplify the sales order process$ %n this case study" .e .ill create the aster data for a ne. custoer$ through SD ,-$ 5o.e0er" it is recoended$ NOTES This case study uses the #lobal !i1e %nc$ *#$!$%$- data set" .hich has exclusi0ely been created for SAP UA global curricula$ 6 SAP SE
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8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Learning Objective Understand and perform an integrated order-to-cash cycle. Time 120 min
Scenario In order to process a complete order-to-cash process you will take on different roleswithin the GBI company, e.g. sales agent, warehouse worker, accounting clerk. !erall, you will
"e working in the #ales and $istri"ution %#$&, the 'aterials 'anagement %''& and the(inancial )ccounting %(I& departments.
#ergey etro! %/arehouse mployee&#tephanie Bernard %Billing lerk&amie #ham"lin %ost )ccountant&
ou start the sales order process "y creating a new customer %3he Bike4one& in rlando. 3hen, you recei!e an in5uiry which you will processinto a 5uotation. nce the 5uotation is accepted "y the customer you createa sales order referencing the 5uotation. )s you will ha!e enough "ikes instock, you deli!er the products sold to your customer, create an in!oice andrecei!e the payment.
3he graphic "elow displays the complete process %16 tasks&.
Process description
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Short Description Use the #) asy )ccess 'enu to create a new customer .
Name (Position) $a!id *ope+ %ast ep. 'iami&
In this case study, we will create the master data for a new customer. 3wotypes of customer data are stored a"out a customer 7 sales data andaccounting data. 3he customer master data is created in three groups, or!iews 7 general, accounting, and sales. ustomers can "e created centrally,meaning that all !iews are generated concurrently, or responsi"ility can "edistri"uted so that different personnel in the accounting and sales areas areresponsi"le for creating and maintaining the data in their respecti!e !iews.(or this e8ercise, central creation will "e used to enter all of the neededdata to define a new customer.
3o create a new customer, follow the menu path9
!o&istics ' Sales and Distribution ' Master Data ' usinessPartner ' Custoer ' Create ' Co%lete
3his will produce the following screen.
:enu path
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
#elect Soldto Party for the )ccount group. nter !S"" for ompanycode, !E"" for #ales rgani+ation, #$ for $istri"ution hannel, and %&
for $i!ision. )fter clicking on , the following screen will appear.
US''UE''
25!%
#elect 'ompany as 3itle, enter The %ike one for :ame and for #earch term 1. emem"er to replace ;;; with your three-digit num"er, e.g.00< if your num"er is 00<. 3hen, enter *+,, N Orange -ve for #treet,.*/", for ostal ode, Orlando for ity, !S for ountry, and 0L for egion. 3hen click on the e8pand icon to access additional street
address fields.
CopanyThe !i1e ;one
<<<3+44 9 7range A0e7rlando" => ?3@'4
US
#croll down and click on the search icon ne8t to the 3ransportation 4onefield. 3his will produce the following pop-up window.
$ou"le-click on 1egion East to select it. licking on ompany ode $atawill produce the following screen.
Region East
6 SAP SE Page 4
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
nter + for AI %management&, """* for $epartment %urchasing&, "* for (unction %head of purchasing&, and """* for call fre5uency %weekly&. nter whate!er name you wish, and fill in any other data you like, then click on
.
+'''3
'3'''3
our contact person will "e gi!en a uni5ue num"er. Contact person nuber
lick on the e8it icon to return to the #) asy )ccess screen.
6 SAP SE Page @
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Short Description Use the #) asy )ccess 'enu to change a customer.
Name (Position) 'aria $ia+ %#ales erson 1&
3he contact person created for 3he Bike 4one needs to "e assigned as a "usiness partner within the customer master.
3o change a customer master record, follow the menu path9
!o&istics ' Sales and Distribution ' Master Data ' usinessPartner ' Custoer ' C$an&e ' Sales and Distribution
3his will produce the following screen.
If the customer num"er is not entered "y default, search for it using the (@help and the search term %your num"er&. 'ake sure that following!alues are entered9 !E"" for #ales rgani+ation, #$ is entered for$istri"ution hannel, and %& for $i!ision. 3hen, press nter.
:enu path
UE''25
!%
n the #ales )rea $ata screen, select the artner (unctions ta". 3hefollowing screen will appear..
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
In the ne8t empty row, enter 'P for ( %partner function&. lick on the CP
:um"er field and then on the search icon , which will "ring up the
following search window.
our customer num"er is entered automatically. 'ake sure that all otherfields are empty like it is shown in the screenshot a"o!e. 3hen, click on theenter icon to "egin the search and find your newly created contact
person.
$ou"le-click on the partner to enter the partner num"er. lick on tosa!e.
lick on the cancel icon to return to the #) asy )ccess screen.
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Short Description Use the #) asy )ccess 'enu to create a customer in5uiry.
Name (Position) 'atthias $osch %#ales erson 2&
:ow we will enter an in5uiry from our new customer, 3he Bike 4one. )nin5uiry is a customer?s re5uest to "e pro!ided with a 5uotation or salesinformation without o"ligation. )n in5uiry can relate to materials orser!ices, conditions, and if necessary deli!ery dates.
3o create an in5uiry, follow the menu path9
!o&istics ' Sales and Distribution ' Sales ' In*uiry ' Create
3his will produce the following screen.
nter the following information9 &N for In5uiry 3ype, !E"" for #ales
rgani+ation, #$ for $istri"ution hannel and %& for $i!ision. 3henclick on . 3his will produce the following screen.
:enu path
%9UE''
25!%
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
lick on the #old-to party field, then click on the search icon , whichwill "ring up the following search screen.
Because you ha!e defined a search term when we created our new
customer, we can now use it to find your 3he Bike 4one.
lick on the ustomers %general& ta", enter for search term andOrlando for ity. 3hen, click on . 3his will produce the new customer.
$ou"le-click on 3he Bike 4one to select it.
nter for :um"er, today4s date for the date %(@, then nter&,today4s date for the Aalid from date %(@, then nter& and a date one
month 5rom today for the Aalid to date %(@, then select the date&.
3he Bike 4one wants a 5uote on two products 7 the $elu8e 3ouring Bike%"lack& and the rofessional 3ouring Bike %"lack&. 3o find these products,we need to use the search function. lick on the material field, then clickon the search icon . 'ake sure you are on the #ales material "y
description ta".
<<<7rlando
<<<todayBs date
one onth fro today
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Short Description Use the #) asy )ccess 'enu to create a customer 5uotation.
Name (Position) $a!id *ope+ %ast ep. 'iami&
)n in5uiry presents the terms %price, deli!ery schedule& to a customerconsidering a purchase. ) 5uotation is similar, e8cept that it is a legally
"inding offer for deli!ering the re5uested product or ser!ices.
3he Bike 4one would like a firm 5uote for the items in the in5uiry created "efore. /e can do this easily "y copying the details from the in5uiry intothe new 5uotation. 3o do this, follow the menu path9
!o&istics ' Sales and Distribution ' Sales ' Quotation ' Create
3his will produce the following screen.
nter ;T for Huotation 3ype, then click on reate with eference. 3hiswill produce the following screen.
:enu path
T
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
3o encourage 3he Bike 4one to "ecome a loyal customer, you ha!e "eenauthori+ed to gi!e a =0.00 discount on each $elu8e 3ouring "ike, as wellas a =D discount on the entire order.
3o add the =0.00, select the $elu8e 3ouring "ike line in the order, thenclick on the Item conditions icon . ou will get a screen that shows the
pricing details for your $elu8e 3ouring Bike.
In #), pricing is done using conditions. 3he pricing procedure defineswhich condition types are to "e used to calculate the final price. ondtiontype 00 is a gross price condition. 3o add a discount, we can addcondition type >"", %material discount& with an amount of 9" to the
pricing procedure.
)fter clicking on the enter icon , a new price for the = $elu8e 3ouring
"ikes will "e calculated.
:ote that the discount is now applied to the order. lick on the "ack icon to return to the main 5uotation screen.
3o apply a =D discount to the entire order, follow the pull-down menu path9
+oto ' ,eader ' Conditions3his will produce the following screen.
F''4,'
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Task reate a sales order with reference to a 5uotation. Time 10 min
Short Description Use the #) asy )ccess 'enu to create a sales order.
Name (Position) $a!id *ope+ %ast ep. 'iami&
3he Bike 4one has agreed to the terms and conditions in the 5uotation, andwants to order the "ikes in the 5uotation. )s a result, we can simplify theorder creation process "y copying the 5uotation into a sales order.
3o create a sales order, follow the menu path9
!o&istics ' Sales and Distribution ' Sales ' Order ' Create
3his will produce the following screen.
nter rder 3ype O1 . 3he other fields do not necessarily need to "e filled.3hen, click on the reate with eference icon. 3his will produce thefollowing pop-up search window.
'ake sure that the Huotation ta" is selected, click on the Huotation field,then on the search icon .
:enu path
7R
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
n the following search window, make sure you select the #ales documentaccording to customer num"er ta", enter for num"er, then click on the enter icon .
)fter dou"le-clicking on the 5uotation, the num"er for the 5uotation will "e entered into the reate with eference window.
/ith the Huotation num"er entered, click on the opy icon to copy theinformation from the 5uotation into the sales order screen.
nter ;;; for num"er and today4s date %(@, then nter& for the date. :ote that the e5.deli!.date is copied from the 5uotation. lick on
to sa!e the sales order. 3he #) system will assign a sales order num"er.
lick on the e8it icon to return to the #) asy )ccess screen.
<<<
<<<todayBs date
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Short Description Use the #) asy )ccess 'enu to display a sales order.
Name (Position) #andeep $as %/arehouse #uper!isor&
/ith relati!ely little user input, the sales order for 3he Bike 4one has "eencreated. 3he $isplay #ales rder transaction pro!ides the opportunity tore!iew the order in detail.
3o display a sales order, follow the menu path9
!o&istics ' Sales and Distribution ' Sales ' Order ' Dis%lay
3his will produce the following screen.
3o make sure you ha!e the correct sales order num"er, use the searchfunction to find it. lick on the order field, then click on the search icon .
3his will "ring up the search pop-up window.
)fter entering your num"er , click on the enter icon to get a list
of sales orders.
)fter dou"le-clicking on your sales order num"er, click on to display
the sales order. 3his will produce the following sales order items.
:enu path
<<<
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
#elect the rofessional 3ouring "ike line item, then click on the displaya!aila"ility icon to e8plore the stock for this item in detail.
3his screen shows that, in this case, there are actually 0 "ikes in stock andthe order we are displaying will use 2 of these.
Note our num"ers may "e different. licking on the Scope of check iconwill produce the following pop-up window.
3his screen displays the elements considered when performing thea!aila"ility check. (or e8ample, Incl. purchase orders is selected, whichmeans that a purchase order will "e considered as a!aila"le stock from itsreceipt date onward.
lick on the cancel icon to close the pop-up window, then click on the "ack icon to return to the o!er!iew screen.
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
)fter selecting the $elu8e 3ouring "ike line and clicking on the itemconditions icon , the following screen will "e displayed.
3he details of the price calculation for the $elu8e 3ouring "ike aredisplayed. :ote the two discounts that were manually applied to this lineitem. lick on the "ack icon twice to return to the o!er!iew screen.
lick on the e8it icon to return to the #) asy )ccess screen.
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
If the 'aterial and lant fields are not automatically filled in, click on the'aterial field, then click on the search icon . Use the #ales material "y
description ta" with !E"" for #ales rgani+ation, #$ for $istri"utionhannel and 6 for 'aterial. ick the "lack $elu8e 3ouring "ike. 3hen,enter 2&"" in the lant field.
:enu path
UE''25
<<<:%''
/hen the 'aterial and the lant field are correctly filled %compare with thescreenshot a"o!e&, click on . 3his will produce the following screen.
#elect the 'iami $, then click on the $etailed $isplay icon.
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Short Description Use the #) asy )ccess 'enu to pick materials.
Name (Position) #andeep $as %/arehouse #uper!isor&
3o record the picking of the material, we change the deli!ery document. 3ochange the deli!ery document, follow the menu path9
!o&istics ' Sales and Distribution ' S$i%%in& and Trans%ortation' Outbound Deli"ery ' C$an&e ' Sin&le Docuent
3his will produce the following screen.
If the ut"ound $eli!ery document num"er is not entered automatically,you can search for your deli!ery document using the ta" ut"ound$eli!ery9 :ot osted for Goods Issue %2&"" for #hipping oint and yo7r
c7stomer n7mber for #hip-to party&.
)fter clicking on the enter icon , you will get the following screen.
lick on the picking ta", then enter 0@"" for #*oc %storage location& andthe appropriate 5uantity for the picked 5uantity %9 for $J31;;; and * for 31;;;&. lick on to sa!e the picking information. ou should get
the following message at the "ottom-left corner of the screen.
lick on the e8it icon to return to the #) asy )ccess screen.
:enu path
:%''your custoer nuber
=#'',3
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Task reate a "illing document for a customer. Time 10 min
Short Description Use the #) asy )ccess 'enu to create a customer "illing document.
Name (Position) #tephanie Bernard %Billing lerk&
/ith the deli!ery complete, the customer can "e in!oiced. 3o do this,follow the menu path9
!o&istics ' Sales and Distribution ' illin& ' illin& Docuent 'Process illin& Due !ist
3his will produce the following screen.
nter !E"" for #ales rgani+ation and yo7r c7stomer n7mber for #old-3o arty.
:enu path
UE''your custoer nuber
If you do not remem"er your customer num"er, find it "y using the (@ help
in the #old-3o arty field and entering your indi!idual num"er %& in the#earch term field and Orlando in the ity field. onfirm with . 3hen,dou"le-click on the one result row.
3hen, click on the $isplay Bill *ist icon. 3his will produce the
following screen.
#elect you line item and click on Indi!idual "illing document, which will produce the following screen.
=4
<<<7rlando
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Step +,8 Display !illing Docuent and Custoer %n0oice
Task $isplay a "illing document and a customer in!oice. Time = min
Short Description Use the #) asy )ccess 'enu to display a "illing document>customer in!oice.
Name (Position) #tephanie Bernard %Billing lerk&
3he in!oice that will "e sent to 3he Bike 4one can "e !iewed "y followingthe menu path9
!o&istics ' Sales and Distribution ' illin& ' illin& Docuent '
Dis%lay
3his will produce the following screen.
If the "illing document num"er is not entered automatically, you can find itfrom the document flow in your sales order. ou may use the transactionA-". to !iew your sales order.
:enu path
=4
(ollow the pull-down menu path9
illin& docuent ' Issue Out%ut To
3his will produce the following pop-up window.
'ake sure the in!oice line is selected, then click on the rint pre!iew icon
. 3his will produce the following screen.
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Use (@ and nter to enter the c7rrent date for the document date. nter !S"" for ompany ode, !SD for urrency>ate, +""""" for )ccount,and *"3"B*=9" for amount.
Under pen item selection, click on the account field, then the search icon, to get the following search pop-up window.
:enu path
current dateUS''USD
+'''''3'"'3$,'
8/16/2019 Intro ERP Using GBI Case Study SD A4 en v2.40
Learning Objective Understand and perform an integrated order-to-cash-process. Time 6= 'in
2otivation Ka!ing successfully completed the case study Sales and Distribution, you should "e a"leto perform the following task independently.
Scenario our customer 3he Bike 4one wishes to profit from your new initiati!e, which promisesone free off-road helmet for each mountain "ike ordered. lease note that off-road helmets "elong to adifferent di!ision. :otice that you thus need to e8pand the rights of your customer 3he Bike 4one tothe effect that the company can release cross-di!ision orders for the di!isions accessories and cross-di!ision. #u"se5uently, please order fi!e mountain "ikes for men and fi!e mountain "ikes for womenin the role of 3he Bike 4one. #ince 3he Bike 4one is a long-term customer, the company gets =0
discount on each ordered mountain "ike and an additional discount of <D of the gross price for thecomplete purchase.
Task &n5ormation #ince this task is "ased on the case study Sales and Distribution, you are allowedto use it for support. It is howe!er recommended to sol!e this ad!anced task without support to testthe newly gained knowledge.