prez gen sd
TRANSCRIPT
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ConfidentialSlide 1
Sales & Distribution
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ConfidentialSlide 2
CONTENTS
1. Introduction
3. Master Data
4. Sales Order Processing
6. Billing
5. Delivery
2. Organisational Units
7. Reporting and Analysis
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ConfidentialSlide 3
Sales & DistributionThe primary SAP R/3
modules that support theSales and Distributionprocess are:
Sales andDistribution
Sales orders Delivery Billing
Financial Accounting
Paymentprocessing
Creditmanagement
MaterialsValuation
MaterialsManagement
R/3R/3Client / ServerClient / Server
ABAP/4ABAP/4
FIFIFinancialFinancial
AccountingAccounting
COCOControllingControlling
AMAMFixed AssetsFixed Assets
Manage-Manage-mentment
PSPSProjectProjectSystemSystem
WFWFWorkflowWorkflow
ISIS
IndustryIndustrySolutionsSolutions
MMMMMaterialsMaterialsManage-Manage-
mentment
HRHR
HumanHumanResourcesResources
SDSDSales &Sales &
DistributionDistribution
PPPPProductionProduction
PlanningPlanning
QMQMQualityQuality
Manage-Manage-mentment PMPM
Plant Main-Plant Main-tenancetenance
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ConfidentialSlide 4
MM
FI
MM
inventory
managementFinancial Accountingwarehouse
management
Sales and Distribution Processing in R/3
business partner
material
bills of material
variants
product proposal
classification
customer
material
information
texts
conditions
sales taxes
statistics
master data sales support
customer contactsmailing campaigns
sales
inquiryquotationsorder processing
shipping
pickingpackingshipment
billing
single invoicecollective invoice invoice listcredit memo/debit
memo
materials managementmaster planningcontrollingFinancial Accounting
Project System
Sale
sInformationS
ystem
customer and G/L
accounting financial statement
MM
PP
CO
PS
FI
FI
CO
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ConfidentialSlide 5
AGENDA
1. Introduction
3. Master Data
4. Sales Order Processing
6. Billing
5. Delivery
2. Organisational Units
7. Reporting and Analysis
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ConfidentialSlide 6
Organisational Elements - SD
Sales Organisation, Distribution Channel and DivisionSales Organisation, Distribution Channel and Division
All products
All productsDivision
Sales
Organisation
Sales
Organisation
Distribution
Channel
BMW CARS
BMW CARS
Trucks
Trucks
Nord
Nord
Dealer-i
Dealer-i
Sud
Sud
Direct
Direct
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Organisational Elements - SD
Sales Area is a Combination of:Sales Area is a Combination of:
Sales OrganisationSales Organisation
Distribution ChannelDistribution Channel
DivisionDivision
Used to View Sales-Related Master DataUsed to View Sales-Related Master Data
Sales Orders belong to One Sales Area (Header LevelSales Orders belong to One Sales Area (Header Level
Assignment)Assignment) Links the Order Entry System (SD) to theLinks the Order Entry System (SD) to the
Financial/Managerial System (FI/CO)Financial/Managerial System (FI/CO)
Sales AreaSales Area
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AGENDA
1. Introduction
3. Master Data
4. Sales Order Processing
6. Billing
5. Delivery
2. Organisational Units
7. Reporting and Analysis
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Master Data is centrally stored (shared across application modules) and
processed to eliminate data redundancy.
These three master data are critical to sales order processing:
Customer
Material
Pricing
Master Data in Sales & Distribution
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Customer Master Sales Data
Customer: C1Sales organization: 1000Distribution channel: 01Division: 01
AddressControl dataMarketingUnloading pointsContact person
SalesShippingBillingOutputPartner functions
General data
Sales area data
Valid for bothaccounting and sales
dependent on:
sales organization
distribution channel
division
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Material Master
The material mastercontains all data required to define and managematerial. 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 dataGeneral data
Purchasing dataPurchasing dataAccounting dataAccounting data
Sales data
Manufacturing dataManufacturing data
(etc.)(etc.)
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Prices, Discounts and Surcharges
Pricing is carried out automatically based on predefined prices, discounts,Pricing is carried out automatically based on predefined prices, discounts,and surcharges.and surcharges.
ConditionsConditions
Price list Material price Customer-specific Other
Price list Material price Customer-specific Other
PricesPrices
Customer Material Price group Material pricing group Customer/Material pricing group Customer/Material Others
Customer Material Price group Material pricing group Customer/Material pricing group Customer/Material Others
Discounts/surchargesDiscounts/surcharges
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AGENDA
1. Introduction
3. Master Data
4. Sales Order Processing
6. Billing
5. Delivery
2. Organisational Units
7. Reporting and Analysis
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ConfidentialSlide 15
Business Process in Sales & Distribution
MM
AA
TT
EE
RR
II
AA
LLSS
MM
AA
NN
AA
GGEE
MM
EE
NN
TT
Pre-SalesPre-Sales
Sales OrderSales Order
ProcessingProcessing
DeliveryDelivery
BillingBilling
Customer payment/Customer payment/
Financial AccountingFinancial Accounting
PickingPicking
Accounts
Receivable
Accounts
Receivable
Inventory SourcingInventory Sourcing
ContractContract
SS
AALL
EE
SS
II
NN
FF
OORR
MM
AA
TT
II
OO
NN
SS
YY
SS
TT
EE
MM
InvoiceInvoice
OrderOrder
QuotationQuotation
DeliveryDelivery Goods IssueGoods Issue
Material Stock
Account
Material Stock
Account
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Sales Order Processing
Customers place orders with a customer service
representative.
Standard orders normally contain:
Customer and item information
Pricing for each item
Delivery schedules and requirements
Billing information
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ConfidentialSlide 17
Business Process Flow in SAPInvoiceDeliveryOrder
Document flow of a sales documentDocument flow of a sales document
Order 900Order 900
. Delivery 80000459. Delivery 80000459
. . Picking request 17951109. . Picking request 17951109
. . GD goods issue: delvy 49001828. . GD goods issue: delvy 49001828
. . Invoice 90000333. . Invoice 90000333
. . . Accounting document 100000276. . . Accounting document 100000276
Document flow of a sales documentDocument flow of a sales document
Order 900Order 900
. Delivery 80000459. Delivery 80000459
. . Picking request 17951109. . Picking request 17951109
. . GD goods issue: delvy 49001828. . GD goods issue: delvy 49001828
. . Invoice 90000333. . Invoice 90000333
. . . Accounting document 100000276. . . Accounting document 100000276
Payment
Sales documents represent transactions in the system.Sales documents represent transactions in the system.
They form a chain of related documents.They form a chain of related documents. The entire chain of documents creates a document flow.The entire chain of documents creates a document flow.
The system copies data from one document into another to reduce dataThe system copies data from one document into another to reduce dataentry and make problem resolution easier.entry and make problem resolution easier.
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ConfidentialSlide 18
Credit Management
You can carry out a credit check in orders and deliveries.
The system takes into account accounts receivable
balances and values from the open order, open delivery and
open billing document when carrying out a credit check.
When you release a transaction that has been blocked due
to a credit check, the credit hold is removed and processing
can continue.
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ConfidentialSlide 19
AGENDA1. Introduction
3. Master Data
4. Sales Order Processing
6. Billing
5. Delivery
2. Organisational Units
7. Reporting and Analysis
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ConfidentialSlide 20
Delivery
..........................
..........................
..........................
. . . . . . .
. . . . . . .
WarehouseWarehouse
Manual PackingManual Packing
Shipping papersShipping papers Goods issueGoods issue
SalesSales
orderorder
PickingPicking
Updating inventoryUpdating inventory Updating general ledgerUpdating general ledger
DeliveryDelivery
documentdocument
Creating deliveryCreating delivery
documentsdocuments
..........................
..........................
..........................
. . . . . . .
. . . . . . .
..........................
..........................
..........................
. . . . . . .
. . . . . . .
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ConfidentialSlide 21
Creating Delivery Documents
The delivery document is used to initiate all activities relevant to shipping,The delivery document is used to initiate all activities relevant to shipping,
such as picking, packing, and transportation.such as picking, packing, and transportation. A delivery document is created for a shipping point for an order that is dueA delivery document is created for a shipping point for an order that is due
for delivery. The system copies the relevant data from the order.for delivery. The system copies the relevant data from the order.
Sales Order 1
Customer 1
Sales Order 2
Customer 1
Sales Order 3
Customer 2
Delivery
Shipping point
Due date
Customer
Delivery
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ConfidentialSlide 22
Collective Processing in Delivery
Delivery due listDelivery due listDelivery due listDelivery due list
DeliveryDelivery
DeliveryDelivery
DeliveryDelivery
Sales orderSales order Sales orderSales order
Sales orderSales order
Sales orderSales order
Sales orderSales order
Sales orderSales order
The delivery due list allows you to create more than one delivery at a time.
This function can be executed by:
Online processing of the delivery due list
Creating a batch job in the background to be executed during off-peak hours
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ConfidentialSlide 23
Options for Creating Deliveries
The system will combine deliveries based on the shipping point, delivery date, and
customer.
Complete deliveryComplete delivery
Partial deliveryPartial delivery
Order combinationOrder combination
Sales orderSales order
Sales orderSales order
Sales orderSales order
Sales orderSales order
DeliveryDelivery
DeliveryDelivery
DeliveryDelivery
DeliveryDelivery
DeliveryDelivery
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ConfidentialSlide 24
Deliveries
Shipping points
05/1705/17
1
8 9 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 27 28
29 30 31
26
10
2 3 5 6 74
Picking
Loading
Preparing
transportationGoods
Ro-trans
Goods Issue
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ConfidentialSlide 25
AGENDA
1. Introduction
3. Master Data
4. Sales Order Processing
6. Billing
5. Delivery
2. Organisational Units
7. Reporting and Analysis
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ConfidentialSlide 26
Billing
Billing supports:
Creating invoices for deliveries and services
Creating credit and debit memos on the basis of requests
Canceling business transactions
Transferring posting data to financial accounting
Invoice
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ConfidentialSlide 27
Options for Creating Invoices
The system can create a separate invoice for each sales order or part of a sales order, an
invoice for each delivery, or an invoice for a combination of sales orders and deliveries.
Sales orderSales order DeliveryDeliveryInvoiceInvoice
InvoiceInvoiceInvoice splitInvoice split
DeliveryDelivery
DeliveryDelivery
DeliveryDelivery
Sales orderSales order
Sales orderSales order
Collective invoiceCollective invoice InvoiceInvoice
Sales orderSales order
DeliveryDelivery
DeliveryDeliveryInvoiceInvoice
InvoiceInvoice
Separate invoiceSeparate invoice
per deliveryper delivery
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ConfidentialSlide 28
Interface to Financial Accounting
InvoiceInvoice AccountingAccounting
When saving the invoice, the system automatically generates an accountingWhen saving the invoice, the system automatically generates an accountingdocument, which updates the corresponding general ledger accounts.document, which updates the corresponding general ledger accounts.
Amount: 100Amount: 100100100
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ConfidentialSlide 29
Returns and Credits Overview
Return Order ProcessingReturn Order Processing
ReceiptReceipt
PaymentPayment
BillingBilling
Credit
Memo
Da
maged
Dam
aged
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ConfidentialSlide 30
Return Processing
Return Order
Create, change, Display, and List Return Order
Return Delivery
Create, Change, and Display Delivery Doc.
Process Delivery Due List
Goods Receipt
Credit/Debit Memo Document
Create, Change, Display, and Print Credit/Debit Memo
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ConfidentialSlide 31
Credit and Debit Memos
Credit memo
Debit memo
Credit memo
request
Debit memo
request
Credit MemosCredit Memos
Debit MemosDebit Memos Billing blockBilling block
Sales
Order
Invoice
Sales
Order
Invoice
Invoice
Invoice
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ConfidentialSlide 32
Releasing a Credit Memo Request
Credit memo requestCredit memo request
Item
10
20
Material
M1
M2
Quantity
10
3
Reason for
rejection
11
Credit memoCredit memo
No credit memoNo credit memo
You can enter a reason for rejection of each item onYou can enter a reason for rejection of each item onthe sales document.the sales document.
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ConfidentialSlide 33
AGENDA1. Introduction
3. Master Data
4. Sales Order Processing
6. Billing
5. Delivery
2. Organisational Units
7. Reporting and Analysis
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ConfidentialSlide 34
Reporting and Analysis in SAP R/3
Standard Reporting
Lists documents and master data
Provides analysis through sorting and totals
Displays details
List Processing
Lists selected documents Allows you to branch to documents and return to list
Helps organize work
Sales Information System
Extracts and stores performance measurements (key figures)
Allows you to summarize and drill down by selected characteristics
Provides basis for analysis and support for management decisions
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ConfidentialSlide 36
Editing the List
Customer Analysis-New Selection: Top Five CustomersCustomer Analysis-New Selection: Top Five Customers
You can further edit the list. This example shows:You can further edit the list. This example shows:
The top five customers (View > Top N)The top five customers (View > Top N)
Other figures (Edit > Choose key figs)Other figures (Edit > Choose key figs)
You can then select Goto > Graphics to graphically display theYou can then select Goto > Graphics to graphically display thedata as shown in the following slide.data as shown in the following slide.
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Business Graphics
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Summary
1. Introduction
3. Master Data
4. Sales Order Processing
6. Billing
5. Delivery
2. Organisational Units
7. Reporting and Analysis
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Questions