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ASAP Implementation Methodology BUSINESS PROCESS DESIGN SALES PROCESS INDIA PROJECT IDENTIFICATION Project Name CPI Project Number SAP – ERP & CRM Implementation Project XXXXXXXXXXXXX Customer Name Customer Number XXXXXXXXXX NNNNNNNNN SAP Project Manager Customer Project Manager Mr. Aditya Pandey XXXX DOCUMENT IDENTIFICATION Author Document Location (repository/path/name) XXXXX Solution Manager Version Status Date (DD-MMM-YYYY) Document Classification 0.1 Final 27-03-2014 Confidential REVISION HISTORY Version Date Description Copyright © 2011 SAP AG. All rights reserved 1 of 29
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SAP SD Business Blue Print E1 Sales Template

May 06, 2015

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Aditya Pandey

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Page 1: SAP SD Business Blue Print E1 Sales Template

BUSINESS PROCESS DESIGN

SALES PROCESS INDIA

PROJECT IDENTIFICATION

Project Name CPI Project Number

SAP – ERP & CRM Implementation Project XXXXXXXXXXXXX

Customer Name Customer Number

XXXXXXXXXX NNNNNNNNN

SAP Project Manager Customer Project Manager

Mr. Aditya Pandey XXXX

DOCUMENT IDENTIFICATION

Author Document Location (repository/path/name)

XXXXX Solution Manager

Version Status Date (DD-MMM-YYYY) Document Classification

0.1 Final 27-03-2014 Confidential

REVISION HISTORY

Version Date Description

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ASAP Implementation Methodology

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ASAP Implementation Methodology

REVIEW AND APPROVAL

XXXX

India Project Manager Date (YYYY-MM-DD)

Mr.YYYYYY

SAP Project Manager Date (YYYY-MM-DD)

Mr.ZZZZZZZZZZZZ

India Business Process Owner Date (YYYY-MM-DD)

Mr. SSSSSSSS

India Business Process Owner Date (YYYY-MM-DD)

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ASAP Implementation Methodology

TABLE OF CONTENT

1. PROCESS DESCRIPTION.....................................................................................................................5

1.1 Business Process Requirements.....................................................................................................5

Sales Processing: Drop Shipment Process...............................................................................................6

Master Data Requirements:.......................................................................................................................6

Document Type and Number range...........................................................................................................7

Sale order Type..........................................................................................................................................7

Delivery type..............................................................................................................................................7

Billing Type.................................................................................................................................................7

The following figure shows the delivery document types created from the sales document types and the

billing document types created from the delivery document types............................................................7

Sales, Delivery & Billing type.....................................................................................................................7

1.2 Business Process Diagrams..........................................................................................................10

1.3 Process Step Detailed Requirements & Solution..........................................................................12

1.4 Locations Where this Business Process is Performed..................................................................13

1.5 Operational Decisions or Logic within the Process.......................................................................13

1.6 SOX & Legal Considerations and Company-Specific Policies......................................................13

1.7 Reference to Key Process Changes and Process KPI’s...............................................................13

1.8 Integration Points...........................................................................................................................13

1.9 Potential Future Process Improvements.......................................................................................14

2. FUNCTIONAL SOLUTION DESIGN....................................................................................................14

SCENARIO-1 ALLOCATE FINISHED GOODS AVAILABLE FROM FINISHED GOODS STOCK...........14

2.1 Organization Structure Considerations..........................................................................................15

2.2 Master Data Considerations (including all relevant data relationships).........................................16

2.3 System Configuration Considerations...........................................................................................16

3. TECHNICAL/DEVELOPMENT RELATED ITEMS...............................................................................18

3.1 Workflow........................................................................................................................................18

3.2 Reporting (operational and analytical)...........................................................................................19

3.3 Interfaces.......................................................................................................................................19

3.4 Data Conversion / Historical Data.................................................................................................19

3.5 Enhancements...............................................................................................................................20

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ASAP Implementation Methodology

3.6 Output (e.g. Forms).......................................................................................................................20

3.7 Modifications..................................................................................................................................21

3.8 SOA/Composition..........................................................................................................................21

3.9 Third Party Solution.......................................................................................................................21

4. AUTHORIZATION................................................................................................................................21

5. ORGANIZATIONAL CHANGE RELATED ITEMS...............................................................................23

5.1 Change Impact Summary..............................................................................................................23

5.2 Training Requirements..................................................................................................................23

6. SELF-SERVICES.................................................................................................................................23

6.1 Employee Self-Services (ESS)......................................................................................................23

6.2 Manager Self-Services (MSS).......................................................................................................23

7. QUESTIONNAIRE................................................................................................................................23

APPENDIX...................................................................................................................................................24

Reversal of Process Steps.......................................................................................................................24

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ASAP Implementation Methodology

1. Process Description

1.1 Business Process Requirements

The ABCD vendor Sales process is required in the system by business, the ABCD production is entered manually in the ABCD location (The ABCD stocks treated as Non-Valuated stocks). The ABCD sales are treated as in transit sales process which happens against the E1 form. The PO is raised from the Samarlakota plant in between they receive the order from the customer the vendor move the goods to the customer location with E1 form. The customer is invoiced with C form 0 taxes. This process is used to avoid the double taxation.

In the current system the stocks are taken into the Samarlakota plant and sending the goods to the customer. The current requierement is the goods should not come to the plant in the system. Goods are removed to the customer from the vendor place.

Reporting requirements, profitability analysis of the ABCD Materials and E1 assessment reports from the system.

The excise duties are not involved in this process the taxes are exempted under the C form issuance with tax rate 0.

The material liability lies with vendor the material ownership transferred to the Ship to once the goods moved from the vendor location to customer.

.Benefits :

Tracking of the entire cycle from the sales order to vendor payment , PO item prices are loaded to the Materials .Easy to anlasis the profitability of the ABCD E1 sales materials and E1 assesment report can be generated from the system.

Key Process Steps :

Create sales orderAutomatic Purchase requistion Generate the Purchase orderLogical GRN Post Vendor InvoicePost the customer Invoice with refference to sales order

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ASAP Implementation Methodology

Required SAP Applications: Enhancement package 5 for SAP ERP 6.0

Enterprise Roles involved in process flows :Sales AdministratorWarehouse ClerkBilling Administrator

Sales Processing: Drop Shipment Process

This scenario describes the entire process sequence for a standard sales process (Drop Shipment) with a customer. The business process encompasses all steps from creating an order to the clearing of a customer account and vendor account.The process starts with the creation of a customer's sales order. Depending on the customer and the material, various special events take place during the order entry, such as customer/material pricing, insertion of applicable discounts and checking the customer‘s credit history and generating the automatic purchase requisition to create the Purchase orders on ABCD vendors.

Once the Purchase order is created the Turnover discount is added in the purchase order to hide material price to the customer when steeling the vendor after the discount value is settled to the vendor the actual cost is loaded to the materials.

This scenario consists of the following steps:

A sales order is entered with Tax category C form with 0 Taxes

A automatic Purchase requisition is created in the system

The Purchase requisition is copied to the Purchased order and Purchase order is created

The Vendor Invoice is posted in the system

The Customer invoice is created in the system.

In this scenario there is no taxes are charged to the customers.

Master Data Requirements:

All the ABCD materials are maintained as Third party items the separate material codes are maintained based on vendor specifications the source list is checked in the material master and the source list is maintained.

The Item category BANS -Third-party item is maintained in the Materials the pricing procedure ZIN001 is used to calculate the Prices in the ABCD sales documents. The Materials are treated as Third party materials .

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ASAP Implementation Methodology

Document Type and Number range

In SAP R/3, each process is described by using different document types. Each document generated will have specific number assigned to it. The following are the sales order; outbound delivery and bill ing document types defined in SAP for ABCD and the SAP system number ranges assigned. All document numbers are internally assigned by the system.

Sale order Type

Sales Order Type Description Number Range

ZOR Retailer -Tiles 1000000001 1999999999ZSW Sanitary ware 1000000001 1999999999ZEX Export Orders 3000000001 3999999999

Delivery type

Delivery Type Desc

SAP Doc type Number range From To

OB Delivery ZLFA 2 8000000000 9999999999

Billing TypeBilling Type Desc SAP Doc type Number range From ToInvoice ZMRB 3 ABCD Specific

Numbers

The following figure shows the delivery document types created from the sales document types and the billing

document types created from the delivery document types

Sales, Delivery & Billing typeSale Doc type Delivery Type BillingZOR ZLFA ZMRBZSR ZLFA ZMRB

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ASAP Implementation Methodology

Pricing Conditions Types:

The Pricing Element to be created and populated at the time of Sale Order Creation as shown below:

PR00 Standard price (Populated Automatically in SO) ZFRT Freight ( Entered Manually/ Automatically) K007 Customer Discounts % (Entered Manually/ Automatically) ZADP Additional prices

Any Manual Changes in Sale order will trigger Work Flow Approval ie changes in any Pricing Condition, Incoterm, payment Terms etc.

*Please refer Pricing Procedure Blue Print for Details

Proposed Packaging Material type:

For certain customer, business wants to enter the Proposed Packaging Material Type instruction at the time of Sale order and same will instruction will be available to Warehouse Clerk at the time of Packaging the material for eg Special packaging of material for European customer.

Loading detail and loading instruction

Loading Slip will contain all the loading instruction at the time of Loading of goods for eg Number of Pallets, truck Number, Driver License etc

Master data Details

System will populate the Customer and Material data information in sale order. All master data will be uploaded in system as per SAP template.

Box/ Pallet

Number of Boxes/ Pallet per Deliver line item as per batch will be picked by system automatically at the time of creation of outbound delivery, depend on the packaging instruction maintained in system.

Incoterm

Below Mentioned Incoterm will be created and maintained in Customer Master in SAP.

EXWORKS / EXFACTORY FOB (Onboard upto local sea port) C&F (Upto destination sea port) CIF (Upto destination sea port including insurance) DDU (Door to Door Delivery but Duty Unpaid) DDP (Door to Door Delivery including Duty Paid)

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ASAP Implementation Methodology

Payment terms

Below Mentioned Payment will be created and maintained in Customer Master in SAP.

100% cash in Advance Irrevocable confirmed Letter of Credit- at sight/ 30days/ 60days/ 90days/ 120days- from bill of

lading date Irrevocable confirmed Bank Guarantee- 30days/ 60days/ 90days/ 120days- from bill of lading date Cash against Document through Bank. Documents acceptance through bank-30days/ 60days/ 90days/ 120days- from bill of lading date 50% cash before production and balance 50% cash before loading Postdated cheque- 30days/ 60days/ 90days/ 120days- from bill of lading date Open Credit- against credit insurance cover-30days/ 45days/ 60days/ 90days/ 120days- from bill

of lading date

Material reservation

The Materials are reserved to the sales orders the stocks are treated as a special stocks in the system.

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ASAP Implementation Methodology

1.2 Business Process Diagrams

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ASAP Implementation Methodology

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1.3 Process Step Detailed Requirements & Solution

Process Step

External Process Reference

Business Condition

Business Role

Trans-action Code

Expected Results

Set Credit Limit

Credit Management

Credit Limit for Customer xxxx has been set.

Sales Quotation (optional)

Sales Quotation (Optional)

Sales Order Entry

Customer request for material

Sales Administrator

VA01

Review Blocked Sales Orders

Credit Management

Sales order is released.

Purchase requisition

Auto Generated

ME52N To view the PR it can’t changeable

Purchased Order

Materials Management

ME21N PR are converted to Purchase orders

Release Purchase Order release

ME29N The Release Authority will release PO

Logical Good receipt Note

Warehouse Clerk

MIGO To book the consumption of the Materials

Post the Vendor Invoice

FI Team MIRO Posting the Vendor invoice

Create customer invoicw

FI team VF01 Create the Customer Invoice and post the invoice

Billing Material shipped invoice

Billing Administrator

VF04 Billing is carried out.

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Process Step

External Process Reference

Business Condition

Business Role

Trans-action Code

Expected Results

Sales: Period End Closing Operations

Sales: Period End Closing Operations

Closing the Open Purchase order for Part quantity’s

MM : Period End closing operations

1.4 Locations Where this Business Process is Performed

Location name

Location Country Number of Users Point of Contact

ABCD Sales Office India 10

1.5 Operational Decisions or Logic within the Process

Refer to the Enhancement Section- 3.5

1.6 SOX & Legal Considerations and Company-Specific Policies

As per Company Policy

1.7 Reference to Key Process Changes and Process KPI’s

N/a

1.8 Integration Points

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Integration Points

ID Integration Point

SAP Component

Data Element Contacts

Credit Master Management

FICO Credit Master

Vendor Invoice posting

FICOPosting the Vendor Invoice into the accounts

Customer Invoice posting

FICOPosting the customer invoice

Creating the PO MMCreate the Purchase order

Post the GRN MMPost the logical GRN to book the third party accounts

Material Master Management

MM Material Master

1.9 Potential Future Process Improvements

N/a

2. Functional Solution Design

Scenario-1 Allocate finished goods available from Finished goods stock

Sales Order will be created in ERP by sales team

System will Run the credit check, if credit limit not available then block Sale Order

System will create the Automatic Purchase requisition.

The ABCD location is created as Virtual location Non-valuated plant.

All the stocks are updated manually in the Virtual location

After doing the invoice the stocks should reduce from the ABCD plant (This is not a standard functionality) this development is treated as change request.

The standard workflow is used to release the sales order the Workflow is WS90000005-ZSD_SO_WF

E1 Sales report is not part of the standard report it is a development.

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2.1 Organization Structure Considerations

Sales Organizations

The sales organization is an organizational unit within logistics, that structures the company according to its sales requirements.

Sales Organizations are assigned to one Company Code Sales Organization is the selling unit in the legal sense with responsibility for:

o Product liability and rights of recourseo Distribution of goods and serviceso Sales conditions and contract negotiations

Distribution Channel

The distribution channel represents the channel through which salable materials or services reach customers. Typical distribution channels include wholesale, retail and direct sales.

Distribution Channel is used when processes like order entry are totally different Distribution Channel enables differences in Customer, Material, and Pricing master data Distribution Channel promotes segregation of duties Distribution Channel facilitates reporting (example, Inter Company for assigning revenue in CO-PA)

Division

In the SAP System you can define a division-specific sales organization. Product groups, i.e. divisions, can be defined for a wide-ranging spectrum of products.

For every division you can make customer-specific agreements on, for example, partial deliveries, pricing and terms of payment. Within a division you can carry out statistical analyses or set up separate marketing procedures

Division groups products or services Division represents a product line Division is assigned to a material

Sales Area

SD is organized according to sales organization, distribution channel and division

Sales Area is any configured combination of the organizational units Sales Organization, Distribution Channel, and Division

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All sales document processing is for a Sales Area

Shipping Point

Shipping points are defined in the SD organizational master data setup. They are the top level of the organization in shipping. Deliveries are always initiated from exactly one shipping point. A shipping point is assigned one or more plants and can be subdivided into several loading points.

Shipping points are independent organizational units that are linked to a plant and represent the point of departure or receipt of materials. A plant may have many shipping points. A delivery is created from one shipping point only

2.2 Master Data Considerations (including all relevant data relationships)

Essential master was created in ERP system in the implementation phase, master data that suits its operational focus, for example, master data for materials, vendors, and customers.

This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scenario.Essential Master Data Consideration for Return Processes are :

Sales Area Customer Master Material Master Pricing Master

2.3 System Configuration Considerations

Standard Order Document types should be configured to address the customer requirements Availability check needs to be activated in customizing for accurate stock determination during the order entry Automatic price and discount should be proposed during the order entry via customizing. Should be able to

modify certain prices during the order entry Free Goods functionality needs to be configured for giving goods free along with main order

Below are the Configured Consideration for this Blue Print Process

Core Configuration

ID Description IMG Activity Owner1 Define Standard Doc type Sales and Distribution → Sales

→ Sales Documents → Sales

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Document Header→ Define Sales Document Types

2 Define Billing Type Sales and Distribution → Billing → Billing Documents → Define Billing Types

3 Assign Billing Type to Sale Order Type

Sales and Distribution → Sales → Sales Documents → Sales Document Header → Define Sales Document Types

4 Assign Sale Area to Sale Document Type

Sales and Distribution → Sales → Sales Documents → Sales Document Header → Assign Sales Area to Sales Document Types

5 Define Item Category Sales and Distribution → Sales → Sales Documents → Sales Document Item → Define Item Categories

6 Assign item Category Sales and Distribution → Sales → Sales Documents → Sales Document Item → Assign Item Categories

7 Define Schedule Line Category Sales and Distribution → Sales → Sales Documents → Schedule Lines → Define Schedule Line Categories

8 Assign Schedule Line Sales and Distribution → Sales → Sales Documents → Schedule Lines → Assign Schedule Line Categories

9 Copying Control Sales Document-Delivery Type

Logistics Execution → Shipping → Copying Control → Specify Copy Control for Deliveries

10 Define Delivery item Category Logistics Execution → Shipping → Deliveries → Define Item Categories for Deliveries

11 Copying Control Delivery document to Billing Document

Sales and Distribution → Billing → Billing Documents → Maintain Copying Control for Billing Documents → Copying Control: Delivery Document to Billing Document

12 Assign Requirement Types Logistics Execution → Shipping → Basic Shipping Functions → Availability Check and Transfer of Requirements → Transfer of Requirements → Determination of Requirements Using Transaction

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13 Assign Incompletion Procedure to Standard Document Type

Sales and Distribution → Basic Functions → Log of Incomplete Items → Assign Incompleteness Procedures

14 Assign Output Determination Procedure (Billing Doc)

Sales and Distribution → Basic Functions → Output Control → Output Determination → Output Determination Using Condition the Technique → Maintain Output Determination for Billing Documents → Assign Output Determination Procedures

15 Assign Output Determination Procedure (Sales Doc)

Sales and Distribution → Basic Functions → Output Control → Output Determination → Output Determination Using Condition the Technique → Maintain Output Determination for Sales Documents → Assign Output Determination Procedures

16 Create Candition Record BA00 Logistics → Sales and Distribution → Master Data → Output→ Sales Document → Create

17 Create Condition Record RD00 Logistics → Sales and Distribution → Master Data → Output→ Billing Document → Create

3. Technical/Development Related Items

3.1 Workflow

Work Flow need to set if there is any change/ Addition in the Pricing Condition, Incoterm & Payment term. Hierarchy of Work Flow Approval needs to be decided with the ABCD Business User.

The Workflow Object WS90000005- ZSD_SO_WF this workflow could tweak for the India requirements.

3.2 Reporting (operational and analytical)

Standard SAP Reports are available as shown Below, if required will create Customized Report as per the Requirement.

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List of Sales Orders

VA05 Sales Manager(SAP_NBPR_SALESPERSON-M)

Sales Sales Orders Reports List of Sales Orders

A list of all selected sales orders is displayed.

List Billing Documents

VF05 Sales Manager(SAP_NBPR_SALESPERSON-M)

Sales Sales Orders Reports List Billing Documents

A list of all selected billing documents is displayed.

Orders within Time Period

SDO1 Sales Manager(SAP_NBPR_SALESPERSON-M)

Sales Sales Orders Reports Orders within time period

A list of sales orders within a specific time period

Incomplete SD Documents

V.02 Sales Manager(SAP_NBPR_SALESPERSON-M)

Sales Sales Orders Reports List of Incomplete Sales Orders

A list of all incomplete documents on the basis of the specified selection criteria is displayed.

List of open purchase orders and PR’s

ME2N Procurement Team

SAP_MM_PUR_BUYER

A list of open PO’s and open PR’s

3.3 Interfaces

N/a

3.4 Data Conversion / Historical Data

ABCD Business needs to draw a strategy on Open Sales Order moving from their current Orion System to SAP at the Time of Final preparation for Go Live. ABCD Business Team needs to do the Cleansing Process of Open Sales Order and try to move Minimum Sales Order to SAP.

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3.5 Enhancements

Below are the Must field Requirement from Sales, if the Fields are not available in material Master or in SAP Standard Sales Order then the fields need to be Customized

1) Correct item code2) Size3) Quantity in m2/pc/rm/set/Box4) Grade  (A Grade B grade or C grade ) Custom Field addition in Sale Order

Size

Scheme code

33x50RB

Plant wise number series the Z table has been maintained with combination of sales area and plant with number range intervals .

Custom Field addition in Outbound delivery- Warehouse will enter the detail manually in system and same below information will be printed on the Loading Slip.

Truck Number Container Number Driver License

xxxxxxx xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Material Reservation

Standard functionality of Material reservation will be enhanced and below fields will be added in the standard functionality.

Date: From ______ To ________

3.6 Output (e.g. Forms)

Below mentioned Forms need to develop as per the ABCD Requirement

Common form name Form type Used in process step Output Type Technical name

Order Confirmation SmartForm Sales Order Entry BA00 YBUS_SDORC

Sales Invoice SmartForm Billing RD00 YBUS_SDINV

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3.7 ModificationsN/a

3.8 SOA/CompositionN/a

3.8.1 Business Domain

3.8.2 Process Component

3.8.3 Service Model

3.8.4 Service Operation Candidate

3.9 Third Party Solution

N/a

4. Authorization

Authorizations

ID AuthorizationData Objects(TA code) Reason # of employees

Employee (Professional User)

SAP_NBPR_EMPLOYEE_S Assignment of this role is necessary for basic functionality.

Sales Administrator SAP_NBPR_SALESPERSON_S Sales Order Entry

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK_S Delivery CreationPicking (optional)Picking (optional)Assign Serial NumbersPost Goods Issue

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Billing Administrator SAP_NBPR_BILLING_S Billing

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5. Organizational Change Related Items

5.1 Change Impact Summary

There will be change in Role and Authorization for ABCD Employee. Specific Roles will be created and assign to Individual person with in ABCD.

5.2 Training Requirements

Following below are the Training Requirement for Business users.

Customer Master Data Maintenance Material Master Data Maintenance Pricing Master Data Maintenance. Sales order creation Delivery creation Billing Document creation.

6. Self-Services

6.1 Employee Self-Services (ESS)N/a

6.2 Manager Self-Services (MSS)N/a

7. Questionnaire

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Appendix

Reversal of Process StepsIn the following section, you can find the most common reversal steps that you can take to reverse some of the activities described in this document.

Sales Order Entry

Transaction code ( SAP GUI)

VA01

Reversal: Delete Sales DocumentTransaction code ( SAP GUI)

VA02

Business role Sales Administrator(SAP_NBPR_SALESPERSON_S)

Business role menu Sales Sales Orders Sales Order Processing Change Sales Order

Comment Select menu Sales Document > Delete

PR Change

Transaction code ( SAP GUI) ME52NReversal: Change Purchase RequisitionTransaction code ( SAP GUI) ME52NBusiness role Procurement team

( )Business role menuComment

Billing

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Transaction code ( SAP GUI)

VF04

Reversal: Cancel Billing documentTransaction code ( SAP GUI)

VF11

Business role Billing Administrator(SAP_NBPR_BILLING_S)

Business role menu

Sales Billing Change Billing Document

Comment Go to transaction VF11, enter the relevant billing document number, choose Enter, and save your result. An invoice cancellation document has been created balancing the original invoice.

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