sap-sd master data complete configuration & customization pricing procedure master data is required

7/30/2019 sap-sd master data complete configuration & customization pricing procedure master data is required

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Unit 15

Sales and Distribution (SD)

- Master Data -


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Business Process Integration


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Master Data

Master data is relatively fixed

Material Master Data

Customer Master Data

General Ledger Master Data

Before making the Master Data

configurations, you must have completely

defined the organizational structures


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R/3

FIFinancial

Accounting

COControlling

PSProject

SystemWFWorkflow

ISIndustry

Solutions

MMMaterials

Mgmt.

HRHuman

Resources

SDSales and

Distribution

PPProduction

Planning

QMQuality

Mgmt.PMPlant Maintenance

SMServiceMgmt.

Client / Server

Integrated Business

Solution

ECEnterpriseControlling

AMFixed Assets

Mgmt.



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Master Data Core Elements

Material

Customer

Pricing

Master

Data


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Material Master Sales Views

Sales: sales org. 1

Sales: sales org 2

Sales: general/plant Foreign trade export

Sales: textBarrel Pen

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Material Master

Sales: Sales Org. 1 View

General Data Base Unit of Measure

The Base Unit of Measure is the unit of measure in which stocks aremanaged within your company.

Division

You may enter the Division which your product is in for sales (defaults ifentered in the Basic data screen).

Material Group A key thats used to group several materials or services for

analysis/reporting as well as search by match code.

Sales Unit The unit of measure in which the material is sold, if left blank then uses

the base unit of measure.


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Material Master

Sales: Sales Org. 1 View (continued)

Delivering Plant

Plant from which the material is available for sale.

Cash discount

Indicator used for materials, which allow for a cash discount.

Conditions

Pricing procedure for the material

Tax Data

Tax classification material The indicator with which the system determines output tax

for the material when processing sales and distribution-specific documents

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Material Master


Quantity Stipulations Minimum Order Quantity

Minimum quantity a customer may order.

Minimum Delivery Quantity Minimum quantity that may be delivered to acustomer

Delivery Unit The delivery unit consists of a number and a unit of

measure. In the case of a delivery unit of 30 pieces,30, 60, 90, and so on pieces can be delivered, but not,however, 100 pieces.

M i l M


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Material Master

Sales: Sales Org. 2 View

Grouping Terms Material Statistics Group

Determine which data the system updates in thelogistics information system

Material Pricing Group A way of grouping materials to which you want to apply

the same conditions

Volume Rebate Group Group definition used for rebate settlement.

General Item Category Group Materials grouping that helps the system to determine

item categories during sales document processing.

M i l M


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Material Master


Grouping Terms Item Category Group

A grouping of materials that the system uses todetermine item categories during the processing of

sales documents. Commission Group

Commission group to which the material is assigned.


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Material Master

Sales: General/Plant View

General Data Base unit

The unit of measure in which items are managed inthe company

Gross weight Used to check storage capacity in warehouse

Net weight Weight excluding packaging and extras this is

needed for sales and distribution

Avail. Check Option to do an availability check for orders and MRP


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Sales: General/Plant View

(continued)

Shipping Data (times in days) Transportation Group

Group materials that have the same transportationrequirements. For example, bulk stock materials

Loading Group Loading groups define materials that have the same

loading requirements, such as forklift truck, or crane.


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Material Master

Sales: General/Plant View (continued)

Packaging Material Data Material group Pack Materials

Materials that require similar packaging materials

General Plant Parameters Negative stock

Indicates if negative stocks of the material are allowedat the plant

Profit Center Identifies the profit center in the current controlling

area


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Material Master

Sales: Sales Texts View

Sales Texts Exchange of information throughout the logistics

chain

In sales and distribution, this exchange ofinformation is supported by texts in masterrecords and documents

You can define as many text types as you require(sales texts, shipping texts, internal notes,

supplement texts etc.) for master records anddocuments


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127. Create Sales Views for Trading Goods

128. Create Sales Revenue Account

129. Create Sales Revenue Deduction Account

Unit 15, Group 1 Exercises


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Master Data Core Elements

Material

Customer

Pricing

Master

Data


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Customer Master

Customer Master Data

is created by Sales

Area

Sales Organization Distribution Channel

Division

US Sales

S000

Distribution

Channel - REDivision - 01

Sales Area


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Customer Master - (continued)

Customer 43

General Data

Company Code DataFinancial Accounting (FI)

Sales Data



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Customer Master

A master record must be created for everycustomer

General data, Company Code data (Financial

Accounting - FI), and Sales Org. data (Salesand Distribution - SD)

Sales Org. data

SalesShipping

Billing

Partner Usage

Company Code data

Account MgmtPayment

transactions

Correspondence

General data

AddressControl data

Payment

transactions


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General Data Address

Address

Customer Name

Search Term

Street address

City, Region Postal code

Country

Communication

Language

Telephone, Fax, E-Mail

Customer Master

General Data Address


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Customer Master

General Data Control Data

Account Control Vendor Authorization Trading partner Group key

Tax Information Tax codes Fiscal address Country code City code

Reference Data / Area


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Customer MasterGeneral Data Payment Transactions

Bank Details Country

Bank Key

Account holder Bank Account

Control Key

Collection


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Customer MasterGeneral Data Marketing

Classification Nielsen ID Customer classification Industry Industry codes

Operating Figures Annual sales Number of employees Fiscal year variant

Sales Prospecting Legal status


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Customer Master

General Data Unloading Point

Unloading Points Unloading point

Default

Calendar key Default Unloading Point

Goods receiving hours

C t M t


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Customer Master

General Data Foreign Trade

Export Data Country key TDO Date (Table of Denial Orders) SDN Date (Specially Designated Nationals)

Boycott Date Usage

Mainly civilian usage Mainly military usage

Classification Biochemical warfare Nuclear nonproliferation National security

C t M t


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Customer Master

General Data Contact Persons

Contact Person Name

First name

Department Function

C t M t


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Customer Master

Company Code Acct Information

Accounting Information Rec. Account Sort key Head office

Interest Calculation Interest indicator Interest cycle Interest calculation frequency in months Last interest run

Reference Data Previous account number Buying group

C t M t


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Customer Master

Company Code Payment Transactions

Payment Data Terms of Payment

Tolerance group

Automatic Payment Transactions Payment methods

Payment block

Alternative payer

Grouping key Lockbox


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Customer Master

Company Code Correspondence

Dunning Data Dunning procedure Dunning block Dunning recipient

Correspondence Accounting clerk Acct at customer Customer user

Payment Notices To Customer Sales Accounting Legal


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Customer Master

Company Code Insurance

Export Credit Insurance Policy Number

Institution Number

Amount Insure Valid Until

Lead Months

Deductible


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Customer Master

Sales and Distribution Sales

Sales Order Sales District Sales Office Sales Group Order Probability Item Proposal

Pricing / Statistics Price Group Customer Pricing Procedure Price List Type Customer Statistical Group


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Customer Master

Sales and Distribution Shipping Shipping

Delivery Priority Shipping Conditions Delivering Plant

Order Combination Partial Delivery

Complete Delivery Required By Law Partial Delivery per Item Max Part Deliveries Under/Over delivery Tolerances

General Transportation Data Transportation Zone

Customer Master


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Customer Master

Sales and Distribution Billing

Billing Section Subs. Invoice Processing Rebate Price Determination

Invoicing Dates Delivery and Payment Terms

Incoterms Payment Terms

Accounting Account Assignment Group Taxes

Tax Classification

Customer Master


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Customer Master

Sales and Distribution Partner Functions

Partner Functions Partner Function (PF) Number Partner Description

Sample Listing of Partner Functions Types SP Sold-to-party BP Bill-to-party PY Payer SH Ship-to-party


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Business Partners

Defines all of the parties involved in a businesstransaction

Differentiates between their roles

Customer Carrier

Employees

Etc.


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Business Partners

The system will automatically assign a businesspartner to the customer master and to anytransaction

There are four default business partner

Sold-to Ship-to Bill-to Payer

They may be the same or different. More business partners can be added to carry out

additional business transactions


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Customer Account Group

Customer masters are assigned to a customer

account group

Through field status maintenance, account

groups can be setup for one-time customers,

regional customers, internal

The customer account group controls both

type and number range assignment for

customers

ld


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Field Status

Field status controls the use of each field

within the customer master determining

whether a field is required, optional,

suppressed or display only

Field status controls are also relevant to a

specific activity create, change, or display

Business Partners


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Business Partners

Sold-to Party

Customer who orders Can default for all partner

functions sold-to, ship-

to, payer, bill-to Primary type of business

partner Independent and cannot

be linked to other sold-topartners

Sold-to

Ship-to

Bill-to

Payer

Business Partners


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Business PartnersShip-to Party

Receive delivery

Can be linked to morethan one sold-to

address

Sold-to

Ship-to

Bill-to

Payer

Business Partners


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Business PartnersBill-to Party

Partner who is deliveredthe invoice

Can be linked to more

than one sold-toaddress

Sold-to

Ship-to

Bill-to

Payer

Business Partners


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Business Partners

Payer

Partner who pays the bill

Can be linked to morethan one sold-to address

Sold-to

Ship-to

Bill-to

Payer

Single and Multiple


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Single and MultipleShip-to Parties

Single ship-to

Multiple ship-tos

Single payer

Payer: 10Bill-to: 10Ship-to: 10

Sold-to: 10

Payer: 10Bill-to: 10Ship-to: 10

Sold-to: 10

Ship-to: 11

B i P t


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Business Partners

Sold-to

Bill-to

Payer

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Sold-to

U it 15 G 2 E i


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130. Review Sold-to, Ship-to, and Bill-to Account Groups

131. Create Customer

132. Create Ship-to Party

133. Assign Ship-to Party to Customer

Unit 15, Group 2 Exercises

sap-sd master data complete configuration & customization pricing procedure master data is required

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