SAP SD Online Training | SAP SD High Level Overview

Sales and Distribution (SD) Overview

R/3

FIFinancial

Accounting

COControlling

PSProjectSystemWF

WorkflowIS

IndustrySolutions

MMMaterials

Mgmt.

HRHuman

Resources

SDSales &

Distribution

PPProductionPlanning

QMQuality

ManagementPM

Plant Maintenance

SMServiceManage-

ment Integrated Solution

Client / Server

Open Systems

ECEnterpriseControlling

AMFixed Assets

Mgmt.

Sales & Distribution

• Mechanisms to execute the business processes used in the selling, shipping and billing of products and services

• Tightly coupled data flow to the other SAP modules — Integration

• Flexible and robust functionality that is tailored through configuration

SD Components

Sales

Support

Master

Data

Shipping

Sales

Foreign

Trade

Billing

Sales

Info

System

Transportation

SD Overview — Master Data

• Detailed information about customers, materials and business partners

• Flexible data structures that support the business environment

• Specialized master data to support sales order processing

SD Overview — Sales Support

• Provides the functionality to support the staff involved in business development and customer service processes

• Primary functions

– Sales Prospects

– Contact Persons

– Competitors and Competitive Products

– Sales Activities

– Direct Marketing

SD Overview — Sales

• Primary base for customer order management

• Highly customizable

• Sophisticated pricing

• Integrated ATP

• Integrated credit management

• Sampling of functions– Inquiries & Quotes

– Sales Orders

– Returns

– Contracts & Scheduling Agreements

– Consignment

– Rush Orders & Cash Sales

– Back Orders & Subsequent Deliveries

– Credit & Debit Memo Requests

SD Overview — Shipping

• Main functions– Picking, Packing & Inventory management

– Generate Shipping Documents

• Transportation Management– Routes

– Transportation Scheduling

• Delivery Scheduling, Returns Deliveries & Stock Transfer

SD Overview — Billing

• Invoice Generation — automatic or manual

• Comprehensive set of billing functions

• Linked documents — e.g. invoice & credit memo

• Real-time integration with finance (FI)

• Fully integrated and comprehensive pricing

SD Overview — S I S

• Flexible tool that allows one to collect, consolidate, and utilize data from sales and distribution processing

• A component of the Logistic Information System (LIS)


- Process Flow -

Supply Chain Process

Customer Order Picking Goods Issue

BillingAccounts Receivable

Final Payment

SAP Process Steps

QuotationSales

OrderSales

ShippingDelivery

NotePicking

Post Goods

Issue

Billing Billing

FI

A/R

Post

Incoming

Payment

Sales — Inquiry & Quotation

• Support pre-sales processes

• Are time sensitive

• Automatic availability check

• Automatic pricing

• No impact to FI

• Can be used as reference documents

Sales — Sales Order

• Core of customer order management

• No impact to G/L

• Can reference existing documents

• Copies key information from master data

• Automated standard functions ...– availability check

– MRP updating

– pricing

– credit check

– delivery scheduling

– export control

– shipping & route determination

Shipping — Delivery Note

• Initiates the shipping process

• Control document for shipping processes —maintains status of each processing step

• Re-confirms: availability, credit, foreign trade, delivery scheduling

• Facilitates transportation planning

Shipping — Picking & Packing

• Picking: Physical activity of moving goods from the warehouse for further processing (packing, loading)

• Packing: Determines packing materials and packing details

• Advanced processing includes, e.g. batch mgmt., serial number control

Shipping — Post Goods Issue

• Completes the shipping process

• Typically performed when customer takes ownership

• Updates inventory

• Updates G/L accounts

– Cost of goods sold

– Inventory

Billing

• Generate customer invoice

• Updates FI

– Customer account

– G/L accounts: revenue, discount, etc.

• Applies relevant pricing

• Updates customer credit


- Organizational Structures -

Sales Organization

Baseball

Division

BB

Softball

Division

SB

Direct

Distribution Channel

DI

Baseball

Division

BB

Softball

Division

SB

Wholesale


WH

Baseball

Division

BB

Softball

Division

SB

Retail


RE

Domestic Sales

Sales Organization

So00

Baseball

Division

BB

Cricket

Division

SB

Wholesale


WH

Europe

Sales Organization

EURO

Baseball

Division

BB

Wholesale


WH

Asia Pacific

Sales Organization

APAC

Pastime Corporation

Company Code

CC00

Client

860

Sales Organization

• Sells and distributes products, negotiates terms of sales and is responsible for these business transactions

• Critical organization element to the definition of business markets

• A business transaction is linked to one Sales Organization


• Identifies how products and services reach the customer

• Can be assigned to one or more Sales Organizations

Division

• Often times used to define product line distribution

• Organization level to which customer specific information and requirements are maintained — e.g. pricing, partial delivery

• Assigned to one or more Sales Organizations

Sales Area

• Organizational element comprised of: – Sales Organization

– Distribution Channel

– Division

• Will be used to link together the organizational aspects of sales to customers

• Used for statistical analysis

Sales Area

Domestic Sales

Sales Organization

SO00

Direct


DI

Wholesale


WH

Retail


RE

Baseball

Division

BB

Softball

Division

SB

Baseball

Division

BB

Softball

Division

SB

Baseball

Division

BB

Softball

Division

SB

Sales Area

Domestic Sales

Sales Organization

SO00

Direct


DI

Wholesale


WH

Retail


RE

Baseball

Division

BB

Softball

Division

SB

Baseball

Division

BB

Softball

Division

SB

Baseball

Division

BB

Softball

Division

SB

Sales Office

• Typically defines a territory or market area

• Linked to one or more Sales Areas

• Optional organization structure

Internal Sales Organization

Domestic

Sales Area

Western

Sales Office

Eastern

Sales Office

Sales Group

• Sales Group

– Sub-division of a sales office, territory or market

Sales Person

• Sales Person

– Defined in HR — Personnel Admin.

– Specifically defines an individual rather than a position (sales rep.) in sales processing

Internal Sales Organization

Domestic

Sales Area

Western

Sales Office

Eastern

Sales Office

Southwest

Sales Group

Northwest

Sales Group

Sales

Person

Sales

Person

Sales

Person

Southeast

Sales Group

Northeast

Sales Group

Sales

Person

Sales

Person

Shipping Point & Loading Point

• Shipping Point– Location that performs all delivery related

activities

– Assigned a factory calendar

– A delivery can be processed from only one shipping point

• Loading Point– A subdivision of the shipping point used for more

specialized handling

Shipping Organization

Dock #1

Loading Pt

D1

Dock #2

Loading Pt

D2

Freight Dock

Shipping Pt

SP00

Dock #3

Loading Pt

EX

Express

Shipping Pt

QUIK

Dock #2

Loading Pt

XP

Export

Shipping Pt

EXPT

Sioux Falls

PLANT

PT00


- Master Data -

SD Master Data - Core Elements

Master

Data

Pricing

-General Data

Basic Unit of Measure

Division

Material Group

Sales Unit

Delivering Plant

Cash discount

-Tax data

Country

Tax category

Tax classification

-Quantity stipulations

Min. order quantity

Min. delivery quantity

Delivery unit

Material Master —Sales: sales org. 1

Basic Data 1 - 2

Classification

Sales: sales org. 1 - 2

Sales: general/plant

Purchasing

Foreign Trade: Import Data

Sales: text

Purchase order: text

MRP 1 - 4

Forecasting

Storage 1 - 2

Warehouse Management 1 - 2

Quality Management

Accounting 1 - 2

Costing 1 - 2

Material Master — General Data

Base Unit of Measure The Base Unit of Measure is the unit of measure in

which stocks are managed within your company.

Division You may enter the Division which your product is in

for sales (defaults if entered in the Basic data screen).

Material Group A (freely definable) key that’s used to group several

materials or services for analysis/reporting as well as

search by match code.

Sales Unit This is the unit of measure in which the material is

sold, if different from the base unit of measure.

Delivering Plant Plant, from which the material is available for sale.

This is a default value only.

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

discount.

Material Master — Tax data & Quantity stipulations

Tax data

Country Country

Tax category Taxes, applicable to this material (e.g. Federal, State

taxes in US, VAT in GB)

Tax classification taxable, exempt

Quantity stipulations

Min. order quantity Min. quantity a customer can order (in base unit of

measure).

Min. delivery quantity Min. delivery quantity to a customer.

Delivery unit Only multiples of this number will be delivered to the

customer.

-Grouping terms

Matl statistics group

Material pricing grp

Volume rebate group

Acct assignment grp

Commission group

Item Category group

Material Master — Sales: sales

org. Basic Data 1 - 2

Classification



Purchasing


Sales: text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2

Material Master — Grouping terms

Matl statistics group Helps to determine which data the system updates in the

Logistics Information System (LIS).

Material pricing grp A way to group materials with similar pricing conditions.

Volume rebate group A material can be assigned to a volume rebate group (e.g.

Low Rebate, High Rebate) if the material qualifies for rebate.

Acct assignment grp A grouping of materials with the same accounting

requirements (used to determine revenue and sales deduction

accounts)

Commission group Several materials can be assigned to the same commission

group, if the commission sharing between representatives is

the same for these materials (e.g. Rep.A: 6%, Rep.B: 10%,

Rep C: 12%).

Item Category group A grouping of materials, that helps the system determine the

Item Category. Item Category determines how a specific item

is processed by system. E.g. a text item is not relevant for

pricing.

General data

Base unit

Gross weight

Net weight

Avail. Check

Shipping data (times in days)

Trans. Grp

LoadingGrp

Packaging material data

Matl grp ship. matls

General plant parameters

Negative stock

Material Master — Sales: general/plantBasic Data 1 - 2

Classification



Purchasing


Sales text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2

Material Master — General data & Shipping data (times in days)

General data

Base unit The Base Unit of Measure is the unit of measure in which

stocks are managed within your company.

Gross weight In Base Units of Measure.

Net weight In Base Units of Measure.

Avail. Check Tells the system when to do an availability check, as well as

which MRP elements (such as purchase orders,

reservations) to include in the check.

Shipping data (times in days)

Trans. Grp Transportation groups are groups of materials that have

the same transportation requirements. For example, all

goods that need refrigeration.

Loading Grp Loading groups define materials that have the same loading

requirements, such as forklift truck, or crane.

Material Master — Packaging material data & General plant parameters

Packaging material data

Matl grp ship. matls, or

Material group shipping materials Freely definable group name, which is used to

indicate groups of materials with similar

shipping materials, such as liquids or bulk, for

example.

General plant parameters

Negative stock Check mark indicator, which specifies whether

negative stock is allowed at that plant.

- Sales texts Text

specific to

the material

and in an

appropriate

language.

Material Master —Sales texts

Basic Data 1 - 2

Classification



Purchasing


Sales text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2

Account Groups

• Account group determines which fields are to be used in defining customer master data

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


- Customer Master -

Customer Master


Data

Company Code

Data

General

Data

Customer Master

• Centralized data for both SD & FI

• Segmented into three sections– General data - address & communication

– Company code data (FI) - banking and payment information related to FI

– Sales data (SD) - pricing, delivery, output

• The sales data is specific to one sales area and is therefore dependent on the sales organization

Customer Master by Sales Area

Customer

• Sales Organization

• Distribution Channel

• Division

General Data — Address

Customer Name

Search Term

Street address, City,

Postal code, Country

Language

General Data — Communication

Telephone, Fax, Data numbers

Customer Master — Address & Communication

Customer Master — Control Data

General data — Control data

Account control : Vendor, Authorization

Trading partner, Group key

Tax information : Tax codes, Fiscal address

Country code, City code

VAT N, Tax jurisdiction code

Equalization tax, Sole proprietor

Tax on sls/pur.

Reference data

/ area : International Locator No.

Industry: Transport Zone

Express station

Train station

Location code

General Data — Marketing

Classification : Nielsen ID

Customer classification

Industry

Industry codes

Operating figures : Annual sales

Number of employees

Fiscal year variant

Sales prospecting : Legal status

Customer Master — Marketing

General Data —

Payment Transactions

Bank details Country

Bank Key

Account holder

Bank Account

Control Key

Collection

Customer Master — Payment Transactions

General Data —

Unloading points

Unloading point

Customer factory calendar

Default Unloading Point

Goods receiving hours

Customer Master — Unloading Point

General Data —

Foreign trade

Country key for export control of customer

Table of Denial Orders list (TDO)

Special Designated Nationals list (SDN)

Diversion High Risk Profile list (DHRP)

Usage and Classification

Customer Master — Foreign Trade

General Data —

Contact persons

Name

Telephone number

Department

First name

Form of address (e.g. Mr., Ms.)

Function

Customer Master — Contact Persons

Accounting info Reconciliation Account

Sort key

Head office

Interest calculation Interest indicator

Interest calculation frequency

Last key date

Reference data Buying group

Customer Master — Accounting Information

Company Code Data

Accounting Information

Customer Master — Payment Transactions

Company Code Data

Payment Transactions

Payment data: Payment terms

Tolerance group

Automatic

Payment

Transactions: Payment methods

Alternative payer

Lockbox

Customer Master — Correspondence

Company Code Data

Correspondence

Dunning data : Dunning procedure

Dunning recipient

Correspondence : Account number

at customer

Customer user

Payment

notices to : Customer

Sales

Accounting

Legal

Customer Master — Insurance

Company Code Data

Insurance

Export credit

insurance : Policy number

Institution number

Amount insured

Valid until

Lead months

Deductible

Sales Data — Sales area

Sales order : Sales district

Sales office

Sales group

Order probability

Item proposal

Account at customer

Pricing /

Statistics: Price group

Customer pricing procedure

Price list type

Customer statistical group

Customer Master — Sales

S & D Data — Shipping

Shipping : Delivery priority

Shipping conditions

Delivering plant

Order combination

Batch split allowed

Partial Delivery: Complete delivery

Partial delivery of item

Maximum part deliveries

Customer Master — Shipping

S&D Data — Billing

Billing section : Manual invoice maint.

Rebate

Pricing

Billing schedule

Invoice list schedule

Delivery and

payment terms : Incoterms

Payment terms

Accounting : Account assignment group

Taxes: Tax requirements for the customer

Customer Master — Billing

S&D Data —

Partner functions

The different partners are assigned

• SP Sold-to-party

• BP Bill-to-party

• PY Payer

• SH Ship-to-party

• … additional Partner function(s)

Customer Master — Partner Functions

Assigning Additional Partners

— Siesta Baseball League - Vera Cruz, NM —

Sold-to : 10018

Bill-to : 10018

Payer : 10018

Ship-to : 10018

— Siesta Baseball League - Vera Cruz, NM —

Sold-to : 10018

Bill-to : 10018

Payer : 10018

Ship-to : 10018

Ship-to : 10249 - Bakersfield, CA

Sold-to

Payer Ship-toBill-to

Sold-to

Payer Ship-toBill-to Ship-to


- Business Partners -

Business Partners

• Defines all of the parties involved in a business transaction and differentiates between their roles — customer, carrier, employees, customer contact, etc.

• Through customizing the system automatically assigns partners to the customer master and to transactions

Sold-to Ship-to Bill-to Payer

Business Partners

• The system creates these four business partners by default. All four are required.

• All four may be the same or may be different.

• Since these are automatically assigned partners you may need to add additional partners to carry out your business transactions.

Sold-to Ship-to Bill-to Payer

Business partners — Sold-to

• Customer that orders the goods

• Can perform all primary partner functions — sold-to, ship-to, payer, bill-to

• Primary type of business partner

• Cannot be linked to other sold-to partners

Sold-to

Ship-to

Bill-to

Payer

Business partners — Ship-to

• Party that receives the goods

• Can be created as an independent partner and linked to one or more sold-to partners

Sold-to

Ship-to

Bill-to

Payer

Business partners — Bill-to

• Party that receives the invoice


Sold-to

Ship-to

Bill-to

Payer

Business partners — Payer

• Party that sends the payment


Sold-to

Ship-to

Bill-to

Payer

Business Partners — Example

Sold-to

Bill-to

Payer

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Sold-to


- Pricing -

Pricing

• “World-class” functionality

• Highly customizable & extendible

• One of the most complex features of SAP

• Used to determine the net price for a material or an order

Pricing Process

• Standard pricing calculates the gross price,

then applies discounts, surcharges and

applicable taxes to arrive at the final pricefinal price = gross price - discounts + surcharges + taxes

• Cost-plus pricing determines the base cost and applies the appropriate discounts, surcharges and taxesfinal price = cost - discounts + surcharges + taxes

Pricing Components

• Pricing is based on a matrix of predefined and custom elements

• Delivered element groups (a.k.a. conditions)– Prices

– Discounts & Surcharges

– Freight

– Taxes

Pricing Procedure

• In short, the mechanism used to arrive

at the final price

• Considers all of the applicable pricing

conditions, e.g. material price, customer

discount

• Is assigned by: sales area, sold-to party

and sales document type (e.g. sales

order)

Pricing Procedure

• The pricing procedure uses what SAP calls

“the condition technique”.

• The pricing condition technique starts with

the:

– Pricing Procedure which looks at

– Conditions which use

– Access Sequences which accesses

– Condition tables which point to

– A price, discount or other condition ($)

R/3 Pricing Process

SALES DOC.

ITEMDETERMINE PRICING

PROCEDURE

FOR ITEM

PRICE THE

ITEM

DETERMINE ACCESS

SEQUENCE FOR EVERY

CONDITION TYPE IN

PRICING PROCEDURE

ACCESS THE CONDITION

RECORDS AND

DETERMINE PRICE

UNIFORM

SALES AREA &

DOCUMENT TYPE &

SOLD-TO

CONDITION TYPE AND

ACCESS SEQUENCE

ARE LINKED IN

TABLE

PR00

KI00

TX00

FR00

CONDITION

TYPE

ACCESS

SEQUENCE

TX00

FR00

KI00

PR00

- - -

$9.25

N/A

STOPS LOOKING AFTER

FINDING FIRST VALUE

ETC.

PRICE ELEMENT

CONTROL PARAMETERS

UPPER/LOWER LIMITS

PRICING

PROCEDURE

USSTD PR00

TX00

KI00

FR00

USALT

DISCOUNT

CONDITION

TYPECONDITION

PRICE

FREIGHT

TAXES

DISCOUNT

PRICE

KI01

PR00

KEY

CUSTOMER/MAT’L OR

PRICE LIST/MAT’L OR

MATERIAL

LOOK FOR CONDITION

RECORDS IN THIS ORDER

OF CONDITION TABLES

ACCESS

SEQUENCE

01

02

03

PR00 CUSTOMER/MATERIAL

PRICE LIST TYPE/MAT’L

MATERIAL

OR

DER

ETC.

KI00 01

02

03

CUSTOMER/MATERIAL

PRICE LIST TYPE/MAT’L

MATERIAL

SALES

AREA

DOC.

TYPE

SOLD

TO

PRICING

PROCEDURE

US01

US01

UK01

UK02

USSTD

USALT

UKSTD

UKSTD

A

B

1

1

1

1

A

A

Price Agreements

• Simple price agreements

– product

– customer

– customer & material

– customer group & material

• Detailed price agreements

– pricing scales

– rebates

– customer expected price

Specialized Master Data

• Customer Material Info. Record

• Item Proposal

• Listing & Exclusion

• Product Substitution

Customer/Material Info. Record

• Defines a customer alias for a material & description, for example:

Material # : Glove Customer # : Pastime Glove

• Can further define attributes of the material, shipping and partial delivery information specific to the product and customer

• Referenced in the sales order using the Ordering Party overview

Item Proposal

• Used to define frequently ordered combinations or special assortments of products and quantities

• Either products or products with quantities can be selected during order entry

• An item proposal can be defined for a customer via the customer master record

Material Listing & Exclusion

• Used to control what products are available for a customer or group

• Material Listing — defines products that can be sold to a customer

• Material Exclusion — defines products that cannot be sold to a customer

Product Substitution Material Determination

• Enables automatic or manual substitution of materials during sales order processing

• Examples:

– substitute a standard product with a promotional material

– substitute based on a customer preference

– substitute based on selection list (manual)

Customizing For Transactions Shipping Functions

• Shipping Point Determination

– The shipping point is determined for each line item based on the shipping point determination

– shipping point = shipping condition +loading group +delivering plant

Customizing For Transactions Shipping Functions

• Route Definition– Route to be traveled and the transit time – Generic routes can be used to simply define

transit time

• Route DeterminationProposed route = shipping point +

destination country + transportation zone +shipping condition


- Transactions -

Business Document Types

Inquiry

Credit Memo

Returns

Quotation

Sales Order

Cash Sale

Rush Order

Consignment

Contract

Scheduling

Agreement

Debit Memo

Returnable

Packaging

Order Processing Functionality

• Delivery scheduling

• Availability check

• Transfer of requirements to MRP

• Pricing

• Credit check

• Shipping point & route determination

• Foreign trade & license processing

• Document flow

Delivery Scheduling

• Automatic scheduling of essential shipping activities ...Calculated using defined activity times ...

Resulting in scheduled activity dates

• Determined using backward and forward scheduling rules

Delivery Scheduling

• Structure of sales documentsHeader

Line item # 1

Line Item # 2

Schedule line # 1

Schedule line # 1

Schedule line # 2

Delivery Scheduling — Terminology

• Transportation lead time — time required to schedule transportation

• Pick/Pack time — time required for picking and packing

• Load time — time required to load

• Transit time — time required to transport goods from shipping point to ship-to

Backward Scheduling

Requested

Delv. Date

GoodsIssue

LoadingMaterial

Availability

OrderDate

Transp.

Sched.

TransitTime

(2 days)

LoadingTime(1 day)

Pick & Pack

Time

(2 days)

Transp.Sched.Time(1 day)

26th 27th 28th 29th 31st25th

25

Forward Scheduling

Requested

Delv. Date

Goods

IssueLoading

Material

Availability

Order

Date

Transp.

Sched.

Transit

Time(2 days)

Loading

Time(1 day)

Transp.Sched.Time(1 day) New

Delv. Date

27th 27th 28th 29th 31st26th

27

1

Pick & Pack

Time(2 days)

Availability Check

• Determines the material availability date

• Considers inward and outward movement of inventory — customizable

• Influences partial deliveries by

– proposing a quantity that can be delivered on the requested date (complete delivery)

– determines the earliest date for full delivery

– determines the number and dates for partial deliveries to fulfill the order

Availability Check

• In determining the material availability date the system can include specific stocks if selected, such as:– Safety stock

– Stock in transfer

– Quality inspection stock

– Blocked stock

– Restricted use stock

Transfer of Requirements to MRP

• Ordered quantities are passed to MRP (MM)

• Controlled by the schedule line category

• Blocking of documents can affect requirements passing — delivery block

Credit Check

• Efficient means to implement credit management

• Integrated with FI — via credit control area

• Automatically alerts when a credit check fails

• Comprehensive credit management reporting

Shipping Point & Route Determination

• A shipping point is determined for each line item — shipping point determination

• A delivery can only be processed from one shipping point

• Routes - route to be traveled & transit time are determined using customized rules

• Routes can be used to simply define transit time

Shipping

Shipping Overview

• Comprehensive functionality to support picking, packing and loading functions

• Work list and deadline monitoring

• Functions with backorder processing

• Tightly coupled to the MM and FI modules

• Facility for transportation management

Shipping Overview

Order

Order

Order

Delivery

Order

Combination

Order

Delivery

Partial

Delivery

Delivery

Order

Complete

Delivery

Delivery

Delivery

Shipping Overview

• Delivery creation activities

– checks order and materials to determine if a delivery is possible — delivery block, incompleteness

– confirms availability

– confirms export/foreign trade requirements

– determines total weight & volume

Shipping Overview

• Delivery creation activities

– generates packing proposal

– considers partial deliveries

– updates route assignment

– assigns picking location

– determines batches

– updates sales order — status, delivery qty

Deliveries & Delivery Notes

• The Delivery Note– Initiates the delivery process

– Control mechanism for the process

– Changes to delivery are allowable - products, quantities

Delivery

Note

Picking

Packing

Loading

Post Goods

Issue

Status

Delivery Due List

• Produces a work-list of deliveries

• Encompasses deliveries and transfers

• Can be scheduled to run in batch

• Automatically combines deliveries

Picking

• Quantities based on delivery

• Assigned date when picking should begin

• Automated storage location assignment

• Supports serial number tracking and batch management

• Integrated with Warehouse Management (WM)

Packing

• Identifies which packaging is to be used for specified products

• Identifies and updates accounts associated with returnable packaging

• Tracks the packed product by container

• Insures weight/volume restrictions are enforced

Goods Issue

• Event that indicates the change in ownership of the products

• Reduces inventory

• Automatically updates the G/L accounts

• Ends the shipping process and prevents changes to the shipping documents

General

ledger

Inventory

750

Cost of goods sold

750

Goods Issue

Billing Overview

• Automated invoicing based on sales orders and/or deliveries

• Functionality for processing credit/debit memos and rebates

• Integration with FI & CO-PA

• Updates customer’s credit data

• Can create pro forma invoices

Automatic Account Assignment

• Defines the G/L accounts that billing entries are posted to — revenue, deduction, freight charges

Cust

Acct.

Grp.

01

Application

V

Sales

Org.

SOxxKOFI

Chart of

Accounts

CHRT

From

Table

From

Sales

Doc.

Account

Key

ERL

From

Pricing

Proc

Condition

Type

610000

From

Table

G/L

Account

From

Customer

Master

From

Sales

Doc.

From

Sales

Doc.

Billing Methods

Separate invoice

per delivery

DeliveryOrder

Delivery

Invoice

Invoice

DeliveryOrder

Delivery Invoice

DeliveryOrder

Collective

Invoice

Order DeliveryInvoice

Invoice

Invoice

Split

Billing Documents

• Explicitly specify documents

• Billing due list — builds a worklist of invoices that should be generated

• Automatic posting to FI

Billing Documents

General

ledger

Revenue

2000

A/R recon.

2000

Customer

2000

Billing Plans

• Periodic — total amount for a planned billing period

• Milestone — distributing the total amount over multiple billing dates - typically used with the project system (PS)

• Installment — evenly proportioned amounts and defined payment dates

• Resource related — consumed resources such as service or consulting

SD Milestone Billing

Billing Description % Value Billing Milestone Billing

date block status

11/20/96 Contract 10 30,000 - x x

01/20/97 Assembly 40 120,000 - x x

04/20/97 Operational 40 120,000 x x

05/20/97 Acceptance 10 30,000 x x

06/20/97 Final invoice -- - - x

Sold-to : QAZ Industries Delivery Date : 06/20/97

Material : 546-dk1 Generator Price : $300,000

Sales

Order

Billing

Plan

Outline Agreements

• Contracts

• Schedule Agreements

Contracts

• Defined quantities and validity period for a customer

• The contract is fulfilled by orders placed against the contract - release orders

• Contracts are automatically updated through release order processing

• Pricing can be assigned to a contract

Contracts

Contract

Target Qty: 900

Order Qty: 700

Contract

Target Qty: 900

Order Qty: 750

...

Release Order

Order Qty: 200

Release Order

Order Qty: 150

Scheduling Agreements

• Defines specific product quantities and delivery dates for a customer

• Schedule lines and processed through standard delivery processing

• Availability check is performed during creation and quantities are passed to MRP

• System automatically updates delivered quantities

Delivery

5/10 100

Delivery

6/10 100

Delivery

7/10 200

Delivery

8/10 300

Scheduling Agreements

Scheduling

Agreement

Date Qty

05/15 100

06/15 100

07/15 200

08/15 300

Backorders

Backorder Processing

Rescheduling

Backorders

• Backorder processing

– determines which orders have unconfirmed quantities by customer or material

– sort the orders according to priority

– assign available stock to outstanding orders or reassign confirmed quantities to high-profile orders

Backorders

• Rescheduling

– updates the orders with the results of the availability check

– can be used to manage the distribution of available inventory when demand is greater than supply

• Best if run in batch mode, rescheduling can be very time consuming

Customer Returns

Return

Order

Goods Receipt

Quality Inspection

Credit Memo

Customer Returns

Order Delivery Invoice

Returns

DeliveryReturn

Credit

Memo

1

2

3

Return to

Inventory

Customer Returns

• Returns document

– Billing block can be proposed

– Use the Order reason field to identify the reason for the return

– Full access to pricing and ability to re-price

• Return delivery

– Issues a goods receipt to place material into inventory

Customer Returns

• Credit memo

– Billing block must be cleared from Return

– Posts to FI

– Can be processed in batch (background)

– Can be processed collectively (grouped)

Output & Text

Communication — Output

SAP

Document

FAX

Printed

Documents

Email

EDI

Bar Coded

Documents

Workflow

Communication — Output

• Output — traditional forms or electronic communications produced for internal or external partners

• Assigned to business partners & sales documents

• Definable media — EDI, fax, print

• Highly customizable — Sapscript

Communication — Text

• Texts are used for internal and external communication

• Created for business partners, materials, header or item level of sales documents —order, delivery, billing, picking lists

SIS Overview

• Flexible information system designed to support business planning, forecasting and reporting

• Pre-defined catalog of performance measures and reports

• On-demand access to reports and exceptions

• Data maintained in a separate database

Logistics Information System

• Inventory Management

• Purchasing

• Sales and Distribution

• Production

• Plant Maintenance

• Quality Management

Inventory Information System Standard Analysis

• Material

• Plant

• Storage Location

• MRP Controller

• Material Groupings

Purchasing Information System Standard Analysis

• Material

• Vendor

• Material Group

• Purchasing Group

• Purchasing Documents

Sales Information System Standard Analysis

• 5 Pre-defined drill-down reports

– Customer

– Material

– Sales Organization

– Shipping Point

– SD Documents

Production Information System Standard Analysis

• Product Group

• Material

• Work Center

• Production Resources and Tools

Reporting Tools

• Value display - absolute or percentage

• Top N - top 10, top 100, etc.

• Sorted - ascending or descending

• ABC

• Classification

• Graphics - 2D, 3D

SAP SD Online Training | SAP SD High Level Overview

Education