Sales and Distribution SAP

SAP TERP10 PreparationPresentation 9

Dr. Gábor Pauler, Associate Professor, Private Entrepeneur

Tax Reg. No.: 63673852-3-22Bank account: 50400113-11065546

Location: 1st Széchenyi str. 7666 Pogány, HungaryTel: +36-309-015-488

E-mail: [email protected]

mailto:[email protected]

Content of the presentation7. Sales Scenario

7.1. Plot of Scenario7.1.1. SD:Create Customer Master7.1.2. SD:Create Product-specific condition7.1.3. SD:Create Customer-specific condition7.1.4. SD:Create Sales Order7.1.5. PP:Manufacture Sales Order7.1.6. SD:Create delivery7.1.7. FI:Enter Incoming payment

7.2. SD:Organizational levels7.3. Create Master data

7.3.1. DEF: Data sources of SD documents7.3.2. SD:Create Customer Master:CName at Comp1000, SlsOrg1000, Chn10, Div01:XD017.3.3. SD:Extend Customer Master:CName, Chn20:VD017.3.4. SD:Display Customer Master:CName:XD037.3.5. SD:Create Product-specific condition:MiniBike-Name:MM027.3.6. SD:Create Customer-specific condition:CName:VK31

7.4. SD:Sales order process7.4.1. PROC:Order-to-cash backward scheduling milestones7.4.2. DEF:Sales Order Document Flow by Milestones7.4.3. SD:Create Sales Order:CName, 500PC MiniBike-Name, Plant1000, SalOrg1000, Chnl10:VA017.4.4. MM:Check MRP Status:MiniBike-Name, BaseBike2-Name, Plant1000:MD047.4.5. MM:Run MRP:MiniBike-Name, Plant1000:MD02

ReferencesObject SymbolsGUI Symbols

7. Sales Scenario: 7.1.Plot of Scenario7.1.Plot of Scenario

7.1.1.SD:Create Customer Master: CName 7.1.1.1.Organization: Company=1000, SalesOrg=1000, Channel=10, 12, Division=007.1.1.2.Address: Mega Bike Gmbh. Customer-Name, Stresemanstr.360, 22761 Hamburg, DE7.1.1.3.Financials: VAT Reg.No.=DE123456789, Account=140000, SalesDistr=000001(North), ShipCond=01(Standard), Incoterms=EXW Hamburg, PayTerm=0001(Immediate), Tax=1(VAT Assesible)

7.1.2.SD:Create Product-specific condition:MiniBike-Name|Division=00: PR00: 1-499PC 2500EUR, 500PC- 2300EUR

7.1.3.SD:Create Customer-specific condition:Customer CName:PR00: 1-499PC 2400EUR, 500PC- 2200EUR

7.1.4.SD:Create Sales Order:Name-Order:500PC MiniBike-Name by customer CName

7.1.5.PP:Manufacture Sales Order:Confirm on date: Now

7.1.6.SD:Create delivery:Create and deliver on date: Now

7.1.7.FI:Enter Incoming payment:Enter Incoming payment:1000000EUR to BankAcct 316000 of Customer CName

7. Sales Scenario: 7.2.SD:Organizational levels7.2.SD:Organizational levels

7.2.1.Client7.2.1.1.Company: Clnt:Comp = 1:m

7.2.1.1.1.Sales Area: Comp:SalAr = 1:mCombination of:7.2.1.1.1.1.Sales Org: SalOrg:SalAr = 1:m

Assigned to 1 company: Comp:SalOrg = 1:mNegotiates Sales conditions (Árazási kondíció)Carries responsibility for Customer recourse (Vevői visszáru)It has min 1, max any number of:

7.2.1.1.1.2.Distribution channel:SalOrg:Chn=1:m,Chn:SalAr=1:m7.2.1.1.1.3.Division: Product or service group: Div:SalAr = 1:m

7.2.1.1.2.Plant: Comp:Plnt = 1:m7.2.1.1.2.1.Storage: Can be assigned to one plant:Plnt:Stor=1:m7.2.1.1.2.2.Shipping point: Can be assigned to more plants: Plnt:ShipPnt = m:m

7.3.Create Master data7.3.1.DEF: Data sources of SD documents

7.3.1.1.Customer master7.3.1.1.1.TAB:General data7.3.1.1.2.TAB:Sales area related

7.3.1.1.2.1.Partner functions:Sold-to-partyShip-to-partyBill-to-partyPayer

7.3.1.1.3.TAB:Company related7.3.1.2.Material master

7.3.1.2.1.TAB:Basic7.3.1.2.2.TAB:SalesOrg7.3.1.2.3.TAB:Salesgeneral/Plant7.3.1.2.4.TAB:Purchasing

7. Sales Scenario: 7.3.Create Master data 7.3.1.3.DEF:Customer-material info record (Vevő rendelési könyve)

FK:CustomerFK:SalesOrgFK:ChannelFK:MaterialFK:Customer material numberFK:ConditionMaterial description at customerShipping details

7.3.1.4.DEF:Condition master (Eladási kondíció adatok)7.3.1.4.1.Price

7.3.1.4.1.1.TypesMaterial (Anyagár): calculated price of material in product costingCustomer (Fogyasztói): individual discount price for customerPrice list (Listaár): base price modified by a factor at group of products

7.3.1.4.1.2.Can be specified by any combination ofCust group|Customer ×Material group|Material ×Pricing group

7.3.1.4.2.Surcharge(Felár)7.3.1.4.3.Discount(Diszkont)7.3.1.4.4.Tax7.3.1.4.5.Freight cost(Fuvarköltség)7.3.1.4.6.Incoterms

7.3.1.5.DEF:Output master (Papír-alapú bizonylati adatok)Electronic/paper documents send to external party:Output type: Based on a given SAP docMedia: EDI, fax, e-mail, etc, tools to sendPartner function to send toConditions to send atTime periods to send

7.3.1.6.Customizing control tables

7. Sales Scenario: 7.3.Create Master Data: 7.3.2.Customer 2 7.3.2.SD:Create Customer Master:CName at Comp1000, SlsOrg1000, Chn10, Div00:XD01

LO|SD|Master data|Business parners|Customer| Create|XD01 Complete7.3.2.1.SCR:Start

DDN:Account group = KUNA(Ext.Numb.Assig): Customer number/name is given manually! DDN:Customer = CNameDDN:Company code = 1000DDN:Sales organization = 1000DDN:Distribution channel = 10DDN:Division = 00

7.3.2.2.SCR:Main7.3.2.2.1.TAB:Address

TBX:Name = Mega Bike Gmbh.TBX:Search term = Mega BikeTBX:Address = Stresemanstr. 360TBX:City = 22671 HamburgDDN:Country = DE (Germany)

7.3.2.2.2.TAB:ControlTBX: VAT.Reg.No = DE123456789

7.3.2.2.3.TAB:Payment transaction|KEY:Enter7.3.2.2.4.TAB:Marketing|KEY:Enter7.3.2.2.5.TAB:Unloading point|KEY:Enter7.3.2.2.6.TAB:Export data|KEY:Enter7.3.2.2.7.TAB:Contact person|KEY:Enter7.3.2.2.8.BTN:Company code data

7.3.2.2.8.1.TAB:Account managementDDN:Reconciliation account = 140000(Trade recieveables domestic)

7.3.2.2.8.2.TAB:Paym trans|KEY:Enter7.3.2.2.8.3.TAB:Corresponden|KEY:Enter7.3.2.2.8.4.TAB:Insurance|KEY:Enter

StepMM SD

7.3.Master data

7.3.2.-4.Customer master

7.3.5.ProdSpecCond

XD01:Create

CustomrCNameComp:1000

SalAr:1000/10/00VD01:Extend


SalAr:1000/12/00XD03:DisplayCustomrCName

MM02:CreateProdSpec

ConditMini-Bike-Name

>500PC2300EUR

ClickClickClickClick


ClickClickClickClickClickClickClick Click

ClickClick

ClickClick

Click Click

7. Sales Scenario: 7.3.Create Master Data: 7.3.2.Customer 2 St

epMM SD

7.3.Master data


7.3.5.ProdSpecCond

XD01:Create




SalAr:1000/12/00

XD03:DisplayCustomrCName

MM02:CreateProdSpec


>500PC2300EUR

7.3.2.2.9.BTN:Sales area data7.3.2.2.9.1.TAB:Sales

DDN:Sales district = 000001(North)DDN:Currency = EURDDN:Price group = 01(Bulk customer)DDN:Cust.price proc. = 2(Standard with sales tax)

7.3.2.2.9.2.TAB:ShippingDDN:Shipping conditions = 01 (Standard)DDN:Delivering plant = 1000

7.3.2.2.9.3.TAB:Billing documentsDDN:Incoterms = EXW(Ex Works) HamburgDDN:Terms of Payment = 0001(Immediately payable without deductions) FRM:Taxes|COL:Tax = 1(Tax relevant)

7.3.2.2.9.4.TAB:Partner funct.|KEY:Enter7.3.2.2.10.BTN:Save( )

7.3.3.SD:Extend Customer Master:CName, Chn20:VD01LO|SD|Master data|Business parners|Customer| Create|VD01 Sales and Distr7.3.3.1.SCR:Start

DDN:Account group = KUNA(External assignment)DDN:Customer = CNameDDN:Sales organization = 1000DDN:Distribution channel = 12DDN:Division = 007.3.3.1.1.FRM:Reference to

DDN:Customer = CNameDDN:Sales organization = 1000DDN:Distribution channel = 10DDN:Division = 00

7.3.3.2.SCR:Main7.3.3.2.1.BTN:Save( )

Click Click

ClickClick




ClickClickClickClickClick Click

Click Click

7. Sales Scenario: 7.3.Create Master Data: 7.3.4.Display Customer 7.3.4.Practice:SD:Display Customer Master:CName:XD03

LO|SD|Master data|Business parners|Customer|Display|XD03 Complete7.3.4.1.SCR:Start

DDN:Customer = CNameDDN:Company = 1000DDN:Sales organization = 1000DDN:Distribution channel = 12DDN:Division = 00

7.3.4.2.SCR:Main7.3.4.2.1.BTN:Sales area data

7.3.4.2.1.1.TAB:SalesCheck DDN:Customer group = Empty: It should dentify a particular group of customers for the purpose of pricing or generating statistics

7.3.4.2.1.2.TAB:Billing documentsCheck DDN: Terms of payment = 0001(Pay immediately without deduction): it sets cash discount to zero and makes payment due immediately

7.3.4.2.2.BTN:Company code data7.3.4.2.2.1.TAB:Account management

Check DDN:Reconciliation account = 140000: it is an account (Könyvelési számla) which is updated parallel to the subledger account (Főkönyvi számla) for normal postings

StepMM SD

7.3.Master data


7.3.5.ProdSpecCond

XD01:Create





MM02:CreateProdSpec


>500PC2300EUR

7. Sales Scenario: 7.3.Create Master Data: 7.3.5.Create Product-specific condition7.3.5.SD:Create Product-specific condition:MiniBike-Name:MM02

LO|SD|Master data|Products|Material|Other|MM02 Change7.3.5.1.SCR:Start

DDN:Material = MiniBike-NameBTN:Select view|SCR:Views:SalesOrg1

BTN:OrgLevel|SCR:OrgLevelDDN:Plant = 1000DDN:SalesOrg = 1000DDN:Channel = 10 Valid only for this channel!

7.3.5.2.SCR:Main7.3.5.2.1.TAB:SalesOrg1

DDN:Division = 007.3.5.2.1.1.BTN:Conditions|SCR:Condition PR00

DDN:Valid from = NowDDN:Valid to = 31.12.9999FRM:Scales

7.3.5.2.2.BTN:Save( )

Quant Amount1 2500

500 2300

StepMM SD

7.3.Master data


7.3.5.ProdSpecCond

XD01:Create





MM02:CreateProdSpec


>500PC2300EUR


ClickClick



ClickClick


ClickClick

Click Click

7.Sales Scenario: 7.3.Create Master Data: 7.3.6.Create Customer-specific condition7.3.6.SD:Create Customer-specific condition:CName:VK31

LO|SD|Master data|Conditions|VK31 Create7.3.6.1.SCR:Main

7.3.6.1.1.FRM:Left7.3.6.1.1.1.LIN:Prices

LIN:Individual|DoubleClick7.3.6.1.2.FRM:Right

7.3.6.1.2.1.FRM:HeadLIN:Cnty Sorg Dchl Cust Mater|BTN:New

7.3.6.1.2.2.FRM:ItemDDN:SalesOrg = 1000DDN:Channel = 10DDN:Customer = CNameFRM:Custmr/Material with release status

BTN:Scales( )|FRM:Scales

7.3.6.1.3.BTN:Save( )

Quant Amount1 2400

500 2200

Cond Mat Amnt Per Unit Valid from Valid toPR00 MiniBike-Name 2400 1PC Now 31.12.9999

StepMM SD

7.3.Master data

7.3.2.-4.Customr master

7.3.5.ProdCnd

7.3.6.CustCnd

XD01:Create





MM02:ProdSpec


>500PC2300EUR

VK31:CustSpec

ConditMiniBike-Name

>500PC2200EUR


ClickClickClickClickClickClickClick Click

ClickClick

ClickClickClic

kClic

k

Content of the presentation7. Sales Scenario

7.1. Plot of Scenario7.1.1. SD:Create Customer Master7.1.2. SD:Create Product-specific condition7.1.3. SD:Create Customer-specific condition7.1.4. SD:Create Sales Order7.1.5. PP:Manufacture Sales Order7.1.6. SD:Create delivery7.1.7. FI:Enter Incoming payment

7.2. SD:Organizational levels7.3. Create Master data

7.3.1. DEF: Data sources of SD documents7.3.2. SD:Create Customer Master:CName at Comp1000, SlsOrg1000, Chn10, Div01:XD017.3.3. SD:Extend Customer Master:CName, Chn20:VD017.3.4. SD:Display Customer Master:CName:XD037.3.5. SD:Create Product-specific condition:MiniBike-Name:MM027.3.6. SD:Create Customer-specific condition:CName:VK31

7.4. SD:Sales order process7.4.1. PROC:Order-to-cash backward scheduling milestones7.4.2. DEF:Sales Order Document Flow by Milestones7.4.3. SD:Create Sales Order:CName, 500PC MiniBike-Name, Plant1000, SalOrg1000, Chnl10:VA017.4.4. MM:Check MRP Status:MiniBike-Name, BaseBike2-Name, Plant1000:MD047.4.5. MM:Run MRP:MiniBike-Name, Plant1000:MD02

ReferencesObject SymbolsGUI Symbols

7.Sales Scenario: 7.4.SD:Sales order process: 7.4.1.Milestones7.4.SD:Sales order process

7.4.1.PROC:Order-to-cash backward scheduling milestones7.4.1.1.Pre-sales/CRM

7.4.1.1.1.Mailing campaign7.4.1.1.2.Tracking lost sales

7.4.1.2.Sales OrderSales Order Date

7.4.1.3.Availability checkDone at sales order date7.4.1.3.1.Modes

01:Daily check02:Individual reqirement: recommended for finished products

7.4.1.3.2.ScopeCurrent stockAvailable To Promise (ATP)

7.4.1.4.MRPMaterial Availability Date = Loading Date – Max(Pick/Pack Time, Transp.Lead Time)(9.1)

7.4.1.5.Procurement7.4.1.5.1.ALT:Production

Production Order Datei = Material Availability Datej – Prod.Timei (9.2)Where: i, j = 1..m – components, j-main component, i-sub component

7.4.1.5.2.ALT:PurchasingPurchase Order Datei = Mater.Avail.Datej – Inbound Deliv.Timei (9.3)Where: i, j = 1..m – components, j-main component, i-sub component

7.4.1.6.ShippingTransport Plan Date = Loading Date – Transp.Lead Time (9.4)Loading Date = Goods Issue Date – Loading Time (9.5)Goods Issue Date = Required Delivery Date – Transit Time (9.6)Required Delivery Date (9.7)

7.4.1.7.Billing7.4.1.8.Payment

7.Sales Scenario: 7.4.Order process: 7.4.2.Document flow 1 7.4.2.DEF:Sales Order Document Flow by Milestones

All documents have header and item partsThey inherit data from each other through the processOne ascendant document can have multiple descendants (eg. 1 sales order can generate more deliveries) formin a document hierarchy7.4.2.1.Optional pre-sales documents

ContactInquiryQuotationContractSceduling Agreement

7.4.2.2.Sales Order7.4.2.2.1.Header

Reference to ascendent pre-salesdocumentSales areaCustomer MasterShippingBilling

7.4.2.2.2.ItemMaterial MasterConditions

7.4.2.2.3.Schedule linesDate, Quantity

7.4.2.2.4.Incompletion logMandantory fields set at customizingLeft empty by user

7.4.2.3.Shipping7.4.2.3.1.Create Outbound Delivery:

7.4.2.3.1.1.Header:Can reference 1 or more sales ordersShipping pointDue dateShip-to-party

7.4.2.3.1.2.ItemMaterial, Quantity, Stock type/Area/Bin to pick from

7.Sales Scenario: 7.4.Order process: 7.4.2.Document flow 2 7.4.2.3.2.Picking:

7.4.2.3.2.1.HeaderCan reference 1 or more outbound deliveriesAssign warehouse to deliveryCreate Transfer Requests Transfer Order MM:Good movements

7.4.2.3.2.2.ItemMaterial, Quantity, Stock type/Area/Bin to pick from

7.4.2.3.3.Packing:Creates Shipping Unit hierarchy:Container

PalletCarton

Can contain mutliple items from multiple deliveries7.4.2.3.4.Goods issue posting:

MM: Re-run MRPFI:Material stock account decreaseFI:Transfer data for billing due list

7.4.2.3.5.Transport planning7.4.2.3.6.Shipment monitoring

7.4.2.4.Billing7.4.2.4.1.Billing document:

FI:Increase Accounts receiveableFI:Create invoiceFI:Track incoming paymentsCO:Update reporting systems7.4.2.4.1.1.Header

Reference to multiple deliveriesDestination country|PayerDue date

7.4.2.4.1.2.ItemMaterial, Quantity, Value, Tax

7.4.2.5.Payment7.4.2.5.1.FI:Update G/L accounts:

7.4.2.5.1.1.Debit: Payment, 7.4.2.5.1.2.Credit: Customer Receivable

7.Sales Scenario: 7.4.Order process: 7.4.3.SD:Create Sales Order7.4.3.SD:Create Sales Order:CName, 500PC MiniBike-Name, Plant1000, SalOrg1000, Chnl10:VA01

LO|SD|Sales|Order|VA01 Create7.4.3.1.SCR:Start

DDN:Order type = OR(Standard order)DDN:SalOrg = 1000DDN:DistChan = 10DDN:Division = 00

7.4.3.2.SCR:Main7.4.3.2.1.FRM:Head

DDN:Standard order = Empty!DDN:Sold-to-party = CNameTBX:PO Number = Name-Order

7.4.3.2.2.TAB:SalesDDN:Req. deliv.date = Now + 2 month7.4.3.2.2.1.FRM:Item

KEY:Enter:Autofills master+payment dataSCR:Availability check

Ignore deliv. not possible warning!BTN:Continue

BTN:Conditions( )TAB:Conditions|First empty line|

COL:CnTy = PR01(Standard)COL:Amount = 2200 EUR

TAB:ShippingDDN:Plant = 1000DDN:Shipping point = 1000DDN:Stor.loc. = 0110

7.4.3.2.3.BTN:Save( )Take note of sales order number:13340

LIN Material Order quantity01 MiniBike-Name 500PC

StepMM SD

7.3.2.-4.Customr master

7.3.5.ProdCnd

7.3.6.CustCnd

7.4.3.SalOrd

VA01:CreateSalesOrder

CNameMini-Bike-Name500PC

VD01:Extend



MM02:ProdSpec


>500PC2300EUR

VK31:CustSpec

ConditMiniBike-Name

>500PC2200EUR



ClickClickClick Click

Click

Click

ClickClick

Enter

7.Sales Scenario: 7.4.Order process: 7.4.5.MM:Run MRP

StepMM SD

7.4.Order

7.4.5.MRP

7.4.6.Stock/req

7.4.7.-8.Production Order

MD04:Check

MRPstatMini/Base-Bike2-NameMD02:Re-runMRPMini-Bike-NameMD04:

Stck/ReqList

Mini/Base-Bike2-NameMD04:CreateProd.OrderBase-Bike2-Name500PCMD04:CreateProd.OrderMini-Bike-Name500PC

7.4.4.Practice:MM:Check MRP Status:MiniBike-Name, BaseBike2-Name, Plant1000:MD04

LO|MM|Inventory|Environment|Stock|MD04 Stock/Req list7.4.4.1.SCR:Start

DDN:Material = MiniBike-Name, BaseBike2-NameDDN:Plant = 1000

7.4.4.2.SCR:MainLIN:Sales order, MiniBike-Name, -500PCLIN:No dependent requirements yet!: BaseBike2-Name or any other components

7.4.5.Practice:MM:Run MRP:MiniBike-Name, Plant1000:MD02LO|PP|MRP|Planning|MD02 Single item, multi level|7.4.5.1.1.SCR:Start

DDN:Material = MiniBike-NameDDN:Plant = 1000DDN:Processing key = NETCH(Only net change)DDN:Create purchase req. = 2(In opening period)DDN:Delivery schedules = 3(Apply)DDN:Create MRP list = 1(Create list)DDN:Planning mode = 3(Delete and recreate plan)DDN:Scheduling = 1(Basic dates will be determined)CHK:Also plan unchanged components = FalseCHK:Display results before they are saved = FalseCHK:Display material list = FalseCHK:Simulation mode = FalseKEY:Enter, Enter

7.4.5.1.2.SCR:MRP SummaryDependent components not in stock will generate exceptions

Referenceshttp://www.sap-img.com/abap.htm http://erpgenie.com/ http://help.sap.com/search/sap_trex.jsp http://sap.ittoolbox.com/groups/technical-functional/sap-abap/

http://www.sap-img.com/abap.htm

http://erpgenie.com/

http://help.sap.com/search/sap_trex.jsp

http://sap.ittoolbox.com/groups/technical-functional/sap-abap/

Értékesítés támogatás (Sales Promotion)Direkt mail (Direct mail)Ajánlat (Offer)Árazás (Pricing)Rendelés (Order)Validáció (Validation)Szerződés (Contract)Szállítás (Transport)Hitel (Credit)Ütemezés (Scheduling)Szerviz (Service)Vevőszolgálat (Customer Service)Kattintás (Click)Dupla kattintás (Double Click)Adatbevitel (Write)Csak olvasható (Read Only)

Partner (Partner)Anyag (Material)Sarzs (Batch)Bevitt anyag (Partner material)Készlet (Inventory)Raktár (Deposit)Gyári szám (Serial number)Darabjegyzék (Bill of materials)Szortiment (Sortiment)Anyagmeghatá-rozás (Material Identification)Árazás (Pricing)Engedmény (Allowance)Fizetési mód (Payment Method)Számla (Invoice)Bizonylat (Voucher)

Object SymbolsCég (Company)Gyár (Plant)Értékesítési szervezet (Sales Department)Üzletkötő csoport (Sales Representative Group)Értékesítési integráció (Sales Integration)Csatorna (Channel)Földrajzi hely (Geographic Location)Kiszállítási hely (Delivery Location)Szállítási mód (Transportation Mode)Rakodási pont (Loading Point)Árucsoport (Product Group)Értékesítési terület (Sales Area)

Click

ClickR

ight

Click

Right

Click

GUI SymbolsTo make GUI usage descriptions more short and straightforward, we will use standardized denotions of GUI controls, which can be nested into each other:

DEF:-definition, PRC:-process, ALT:-alternatives, CYC:-cycle, -follows, -(dis)advantage,Aaa|Bbb|-Menu/Submenu, SCR:-Screen, FRM:-Frame, ID-UniqueID, BTN:-Button, TXB:-Textbox, DDN:-Dropdown, TAB:-Page tab, CHK:-Checkbox (any of them can be checked)RAD:-Radiobox (one can be checked only), LIN:-Tableline, KEY:-Hotkey, WRN:-Warning boxERR:-Errorbox

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