1 Right Solution, Right Time, Right Price Sales and Distribution Overview

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Transcript of 1 Right Solution, Right Time, Right Price Sales and Distribution Overview

  • Slide 1
  • 1 Right Solution, Right Time, Right Price Sales and Distribution Overview
  • Slide 2
  • 2 Business Process Workshop The objectives of the Sales and Distribution Overview workshop is to: Provide an overview of the Sales and Distribution Business Process Demonstrate how SAP will be used to manage this process
  • Slide 3
  • 3 Agenda Topics: I.Master Data in Sales & Distribution II.The SD Business Process III.Collection IV.Reporting and Analysis
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  • 4 I. Master Data in SD
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  • 5 Master Data is centrally stored (shared across application modules) and processed to eliminate data redundancy. These three master data records are critical to sales order processing: Customer Master Material Master Pricing Condition Master Data in Sales & Distribution
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  • 6 Customer Master Record Consists of the following views: General Data Sales Area Data Company Code Data
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  • 7 Customer Master The customer master contains all customer-related data necessary for processing orders, deliveries, invoices, quotation and customer payments. A customer number will be automatically assigned to a new customer at the time of customer creation. 99% of our customers will belong to one Sales Area. If a customer belongs to more than one Sales Area, SAP will prompt you to choose one at order entry. General data Sales & Distribution data Company code data
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  • 8 Customer Master Record Reconciliation acct121000 Payment termsNT30 Sort key001 Reconciliation acct121000 Payment termsNT30 Sort key001 Sales district00001 Sales office01 Price group01 Sales district00001 Sales office01 Price group01 General data Bank details Company code data Sales data Accounting dataSales area data General data Company code - Y012 Client
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  • 9 Customer Master Account Control Tax Information Reference Data/ Area Control Data Address Communication Tax Jurisdiction Address View Field Groups General Data: Marketing Not implemented in current Stage
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  • 10 Customer Master Not implemented in current Stage Contact Person Unloading Point Customer Factory Calendar Unloading Points View Field Groups Payment Transactions Bank Details Payment Transactions General Data:
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  • 11 Customer Master View Field Groups Account Management Interest Calculation Reference Data Account Management Payment Data Automatic Payment Transactions Payment Advice Notes Payment Transactions Export Credit Insurance Insurance Dunning Data Correspondence Payment Notices To Correspondence Company Code Data:
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  • 12 Customer Master View Field Groups Sales Office Sales Group Customer Group Orders Delivery Priority Delivering Plant Partial Delivery Indicator Shipping Terms Of Payment Tax Classification Billing Sales and Distribution Data:
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  • 13 Customer Master Forwarding Agent Sales Employee 3 rd Party Rep View Field Groups Partner Function Sales and Distribution Data: Sold To Customer Ship To Customer Bill To Customer Payer Customer Partner Function
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  • 15 Business Partners CustomerMaster Ship-to party PayerBill-to party Sold-to party Customer master records can be defined as business partners. The following four partners are mandatory in the sales order ( when creating a Sold-To customer all 4 are automatically created ):
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  • 16 Create sold-to party Account Group Customer:1000012 Sales organization:0010 Distribution Channel:10 Division:02 Account Group:0001 Customer:1000012 Sales organization:0010 Distribution Channel:10 Division:02 Account Group:0001 0001Sold-to party 0002Ship-to party 0003Payer 0004Bill-to party Z001Related Party 0001Sold-to party 0002Ship-to party 0003Payer 0004Bill-to party Z001Related Party ACCOUNT GROUP Field selection Number Assignment One-time account: yes/no Output Proposal
  • Slide 17
  • 17 Material Master The material master contains all data required to define and manage material. It integrates data from engineering, manufacturing, sales and distribution, purchasing, accounting, and other departments. The material master is used as a source of data for sales order processing throughout the customer order management cycle. General data Purchasing data Accounting data Sales data Manufacturing data (etc.)
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  • 20 Pricing Condition Record Condition Type: PR00 Condition types determines selling price of materials Automatically copied into Sales Order Pricing Master Records are located in condition types in Sales and Distribution. Material Price (known as List Price in BOSS) is no longer maintained in the Material Master Record.
  • Slide 21
  • 21 Prices and Discounts Pricing is carried out automatically based on predefined prices, discounts, and surcharges. Prices can be manually overrode on the sales order (when applicable). Conditions Price list Material price Customer/material Price list Material price Customer/material Prices Customer Customer/Material pricing group 3 rd Party Commissions Customer Customer/Material pricing group 3 rd Party Commissions Discounts/surcharges
  • Slide 22
  • 22 Sales & Distribution Overview Review Questions In SAP, a customer is also referred to as this. What is the means through which material/services reach the customer called ? What is the combination of the sales organization/distribution channel and division referred to as ? What are the 3 views in the customer master called? Where is the material price (known as list price today) stored in SAP? What is the physical location where material is managed called?
  • Slide 23
  • 23 II. The SD Business Process
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  • 24 Business Processes Cycle Quotation Pre-Sales Activities Sales Order Processing Inventory Sourcing Inventory Sourcing Delivery Billing Payment Invoice
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  • 25 Business Process Summary M M A A T T E E R R I I A A L L S S M M A A N N A A G G E E M M E E N N T T Pre-Sales Delivery Billing Picking Accounts Receivable Accounts Receivable Inventory Sourcing Contract S S A A L L E E S S I I N N F F O O R R M M A A T T I I O O N N S S Y Y S S T T E E M M Invoice Order Quotation Delivery Goods Issue Material Stock Account Material Stock Account Sales Order Processing Customer payment/ Financial Accounting Inquiry
  • Slide 26
  • 26 Review of Business Processes Quotation Pre-Sales Activities Sales Order Processing Inventory Sourcing Inventory Sourcing Delivery Billing Payment Invoice
  • Slide 27
  • 27 Pre-Sales Data from Inquiry
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  • 28 Pre-Sales Can be used to generate a Quote, Order, etc
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  • 29 Sales Which can be used to generate a Sales Order
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  • 30 Review of Business Processes Quotation Pre-Sales Activities Sales Order Processing Inventory Sourcing Inventory Sourcing Delivery Billing Payment Invoice
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  • 31 Sales Order Processing Customers place orders Standard orders normally contain: Customer and material information Pricing for each item Delivery schedules and requirements Billing information
  • Slide 32
  • 32 Business Process Flow in SAP InvoiceDeliveryOrder Document flow of a sales document Order 900. Delivery 80000459.. Picking request 17951109.. GD goods issue: delvy 49001828.. Invoice 90000333... Accounting document 100000276 Document flow of a sales document Order 900. Delivery 80000459.. Picking request 17951109.. GD goods issue: delvy 49001828.. Invoice 90000333... Accounting document 100000276 Payment Sales documents represent transactions in the system. They form a chain of related documents. The entire chain of documents creates the document flow. The system copies data from one document into another to reduce data entry and make problem resolution easier.
  • Slide 33
  • 33 Creating an Order Material master Customer master When you create a sales order without reference, the system automatically copies the: Sold-to party and its partner data from the Customer Master records Line item or material data from the Material Master record Item 1 2 Material SGMAH-02BAF41 SH10VA-S50 Quantity 10 20 Sold-to party1000016
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  • 34 Review of Business Processes Quotation Pre-Sales Activities Sales Order Processing Inventory Sourcing Inventory Sourcing Delivery Billing Payment Invoice
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  • 35 Availability Check in Order Processing Availability check occurs during sales order, rescheduling and delivery processing: It occurs in the plant determined for the customer/material
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  • 36 Availability Checking in SAP Advantages of the Availability Check: Real-time status of inventory allocation Accurate delivery dates Automatic scheduling Configurable scope of check for inward and outward movements Considers lead times
  • Slide 37
  • 37 Inventory Sourcing Inventory Sourcing determines: If the product is available (availability checking) How the product will be supplied: From stock on hand By replenishment activities (production order, purchase order) Make to order Sh