sameers sales & distribution power point presentation

Sales and Distribution (SD) Sales and Distribution (SD) OverviewOverview

SAMEER BARDE : SAP CONSULTANT

R/3R/3

FIFIFinancialFinancial

AccountingAccounting

COCOControllingControlling

PSPSProjectProjectSystemSystem

WFWFWorkflowWorkflow

ISISIndustryIndustry

SolutionsSolutions

MMMMMaterialsMaterials

Mgmt.Mgmt.

HRHRHumanHuman

ResourcesResources

SDSDSales &Sales &

DistributionDistribution

PPPPProductionProductionPlanningPlanning

QMQMQualityQuality

ManagementManagementPMPM

Plant MaintenancePlant Maintenance

SMSMServiceServiceManage-Manage-

mentment Integrated SolutionIntegrated SolutionClient / ServerClient / ServerOpen SystemsOpen Systems

ECECEnterpriseEnterpriseControllingControlling

AMAMFixed AssetsFixed Assets

Mgmt.Mgmt.


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


SalesSupport

MasterData

Shipping

Sales

ForeignTrade

Billing

SalesInfo

System

Transportation


Detailed information about customers, materials and business partners

Flexible data structures that support the business environment

Specialized master data to support sales order processing


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


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


Main functions Picking, Packing & Inventory

management Generate Shipping Documents

Transportation Management Routes Transportation Scheduling

Delivery Scheduling, Returns Deliveries & Stock Transfer


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


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

A component of the Logistic Information System (LIS)


TransportationTransportation

Foreign TradeForeign Trade


Sales & DistributionSales & Distribution

- Process Flow -- Process Flow -


Customer Order Picking Goods Issue

BillingAccounts ReceivableFinal Payment


QuotationSalesOrder

Sales

Shipping DeliveryNote

PickingPost Goods

Issue

Billing Billing

FIA/R

PostIncomingPayment


Support pre-sales processesAre time sensitiveAutomatic availability checkAutomatic pricingNo impact to FICan be used as reference

documents


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


Initiates the shipping processControl document for shipping

processes — maintains status of each processing step

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

Facilitates transportation planning


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


Completes the shipping processTypically performed when customer

takes ownershipUpdates inventoryUpdates G/L accounts

Cost of goods sold Inventory


Generate customer invoiceUpdates FI

Customer account G/L accounts: revenue, discount, etc.

Applies relevant pricingUpdates customer credit



- Organizational - Organizational Structures -Structures -


BaseballDivision

BB

SoftballDivision

SB

DirectDistribution Channel

DI

BaseballDivision

BB

SoftballDivision

SB

WholesaleDistribution Channel

WH

BaseballDivision

BB

SoftballDivision

SB

RetailDistribution Channel

RE

Domestic SalesSales Organization

So00

BaseballDivision

BB

CricketDivision

SB


WH

EuropeSales Organization

EURO

BaseballDivision

BB


WH

Asia PacificSales Organization

APAC

Pastime CorporationCompany Code

CC00

Client860


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


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


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


Domestic SalesSales Organization

SO00

DirectDistribution Channel

DI


WH

RetailDistribution Channel

RE

BaseballDivision

BB

SoftballDivision

SB

BaseballDivision

BB

SoftballDivision

SB

BaseballDivision

BB

SoftballDivision

SB


Typically defines a territory or market area

Linked to one or more Sales AreasOptional organization structure


Domestic Domestic Sales AreaSales Area

WesternWesternSales OfficeSales Office

EasternEasternSales OfficeSales Office


Sales Group Sub-division of a sales office, territory or

market


Sales Person Defined in HR — Personnel Admin. Specifically defines an individual rather

than a position (sales rep.) in sales processing


DomesticDomesticSales AreaSales Area

Western Western Sales OfficeSales Office

Eastern Eastern Sales OfficeSales Office

SouthwestSouthwestSales GroupSales Group

NorthwestNorthwestSales GroupSales Group

Sales Sales PersonPerson



SoutheastSoutheastSales GroupSales Group

NortheastNortheastSales GroupSales Group




Shipping Point Location that performs all delivery

related activities Assigned a factory calendar A delivery can be processed from only

one shipping pointLoading Point

A subdivision of the shipping point used for more specialized handling


D ock # 1L oad in g P t

D 1


D 2

F re ig h t D ockS h ip p in g P t

S P 0 0


E X

E xp ressS h ip p in g P t

Q U IK


X P

E xp ortS h ip p in g P t

E X P T

S iou x F a llsP L A N TP T0 0



- Master Data -- Master Data -


MasterData

Custo

mer M

aterial

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

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


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.


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

Basic Data 1 - 2

Classification



Purchasing


Sales: text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2


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 groupA 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

Basic Data 1 - 2

Classification



Purchasing


Sales text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2


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.


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.

Basic Data 1 - 2

Classification



Purchasing


Sales text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2


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


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 MasterCustomer Master - -


Sales & DistributionData

Com pany CodeData

GeneralData


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


CustomerSales Organization Distribution ChannelDivision


General Data — AddressCustomer Name

Search Term

Street address, City,

Postal code, Country

Language

General Data — Communication

Telephone, Fax, Data numbers


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 codeEqualization tax, Sole proprietorTax on sls/pur.

Reference data / area : International Locator No.

Industry: Transport ZoneExpress stationTrain station

Location code


General Data — Marketing

Classification : Nielsen ID Customer classification Industry

Industry codes

Operating figures : Annual salesNumber of employees

Fiscal year variant

Sales prospecting : Legal status


General Data — Payment Transactions

Bank details Country Bank KeyAccount holderBank AccountControl KeyCollection


General Data — Unloading points

Unloading point

Customer factory calendar

Default Unloading Point

Goods receiving hours


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


General Data — Contact persons

Name

Telephone number

Department

First name

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

Function


Accounting info Reconciliation Account Sort key Head office

Interest calculation Interest indicator Interest calculation

frequency Last key date

Reference data Buying group

Company Code Data Accounting Information


Company Code Data Payment Transactions

Payment data: Payment termsTolerance group

Automatic Payment Transactions: Payment methods

Alternative payerLockbox


Company Code Data Correspondence

Dunning data : Dunning procedureDunning recipient

Correspondence : Account numberat customerCustomer user

Paymentnotices to : Customer

SalesAccountingLegal


Company Code Data Insurance

Export creditinsurance : Policy number

Institution numberAmount insuredValid untilLead monthsDeductible


Sales Data — Sales area

Sales order : Sales districtSales officeSales groupOrder probabilityItem proposalAccount at customer

Pricing /Statistics: Price group

Customer pricing procedurePrice list typeCustomer statistical group


S & D Data — Shipping

Shipping : Delivery priorityShipping conditionsDelivering plantOrder combinationBatch split allowed

Partial Delivery: Complete deliveryPartial delivery of itemMaximum part deliveries


S&D Data — Billing

Billing section : Manual invoice maint.RebatePricingBilling scheduleInvoice list schedule

Delivery andpayment terms : Incoterms

Payment terms

Accounting : Account assignment group

Taxes: Tax requirements for the customer


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)


— Siesta Baseball League - Vera Cruz, NM — Sold-to : 10018Bill-to : 10018Payer : 10018Ship-to : 10018

— Siesta Baseball League - Vera Cruz, NM — Sold-to : 10018Bill-to : 10018Payer : 10018Ship-to : 10018Ship-to : 10249 - Bakersfield, CA

Sold-to

Payer Ship-toBill-to

Sold-to

Payer Ship-toBill-to Ship-to



- - Business PartnersBusiness 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


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


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


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


Party that receives the invoice


Sold-to

Ship-to

Bill-to

Payer


Party that sends the payment


Sold-to

Ship-to

Bill-to

Payer


Sold-to

Bill-to

Payer

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Sold-to



- - PricingPricing - -


“World-class” functionalityHighly customizable & extendibleOne of the most complex features of

SAPUsed to determine the net price for a

material or an order


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 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. ITEM

DETERMINE PRICING PROCEDURE

FOR ITEM

PRICE THEITEM

DETERMINE ACCESS SEQUENCE FOR EVERY

CONDITION TYPE INPRICING PROCEDURE

ACCESS THE CONDITION RECORDS AND

DETERMINE PRICE

UNIFORMSALES AREA &

DOCUMENT TYPE &SOLD-TO

CONDITION TYPE AND ACCESS SEQUENCE

ARE LINKED INTABLE

PR00

KI00

TX00

FR00

CONDITIONTYPE

ACCESSSEQUENCE

TX00

FR00

KI00

PR00

- - -$9.25N/A

STOPS LOOKING AFTERFINDING FIRST VALUE

ETC.

PRICE ELEMENTCONTROL PARAMETERSUPPER/LOWER LIMITS

PRICINGPROCEDURE

USSTD PR00

TX00

KI00

FR00

USALT

DISCOUNT

CONDITIONTYPE

CONDITION

PRICE

FREIGHT

TAXES

DISCOUNT

PRICE

KI01

PR00

KEY

CUSTOMER/MAT’L ORPRICE LIST/MAT’L OR

MATERIAL

LOOK FOR CONDITION RECORDS IN THIS ORDER

OF CONDITION TABLES

ACCESSSEQUENCE

01

02

03

PR00 CUSTOMER/MATERIAL

PRICE LIST TYPE/MAT’L

MATERIAL

ORDER

ETC.

KI00 01

02

03

CUSTOMER/MATERIAL

PRICE LIST TYPE/MAT’L

MATERIAL

SALESAREA

DOC.TYPE

SOLDTO

PRICINGPROCEDURE

US01

US01

UK01

UK02

USSTD

USALT

UKSTD

UKSTD

A

B

1

1

1

1

A

A


Simple price agreements product customer customer &

material customer group &

material

Detailed price agreements pricing scales rebates customer expected

price


• Customer Material Info. Record• Item Proposal• Listing & Exclusion• Product Substitution


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


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


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


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)SAMEER BARDE : SAP CONSULTANT

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


Route Definition Route to be traveled and the transit time

Generic routes can be used to simply

define transit time Route Determination

Proposed route = shipping point + destination country + transportation zone +shipping condition



- Transactions -- Transactions -


Inquiry

Credit Memo

Returns

Quotation

Sales Order

Cash Sale

Rush Order

Consignment

Contract

SchedulingAgreement

Debit Memo

ReturnablePackaging


Delivery scheduling Availability check Transfer of requirements to MRP Pricing Credit check Shipping point & route determination Foreign trade & license processing Document flow


Automatic scheduling of essential shipping activities ...Calculated using defined activity times ...Resulting in scheduled activity dates

Determined using backward and forward scheduling rules


Structure of sales documents

Header

Line item # 1

Line Item # 2

Schedule line # 1

Schedule line # 1

Schedule line # 2


Transportation lead time — time required to schedule transportation

Pick/Pack time — time required for picking and packing

Load time — time required to loadTransit time — time required to

transport goods from shipping point to ship-to


RequestedDelv. Date

GoodsIssue

LoadingMaterialAvailability

OrderDate

Transp.Sched.

TransitTime

(2 days)

LoadingTime(1 day)

Pick & PackTime

(2 days)

Transp.

Sched.Time(1 day)

26th 27th 28th 29th 31st25th

25


RequestedDelv. Date

GoodsIssueLoading

MaterialAvailability

OrderDate

Transp.Sched.

TransitTime

(2 days)

LoadingTime(1 day)

Transp.Sched.Time(1 day) New

Delv. Date

27th 27th 28th 29th 31st26th

27

1

Pick & PackTime

(2 days)SAMEER BARDE : SAP CONSULTANT

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


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


Ordered quantities are passed to MRP (MM)

Controlled by the schedule line category

Blocking of documents can affect requirements passing — delivery block


Efficient means to implement credit management

Integrated with FI — via credit control area

Automatically alerts when a credit check fails

Comprehensive credit management reporting


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


Predefined trade areas — NAFTA, EUAutomated reporting for trade areasAutomated controls

license management embargo lists control by customer, country, product,

point in time


Comprehensive functionality to support picking, packing and loading functions

Work list and deadline monitoringFunctions with backorder processingTightly coupled to the MM and FI

modulesFacility for transportation

managementSAMEER BARDE : SAP CONSULTANT

Order

Order

Order

Delivery

OrderCombination

Order

Delivery

PartialDelivery

Delivery

Order

CompleteDelivery

Delivery

Delivery


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


Delivery creation activities generates packing proposal considers partial deliveries updates route assignment assigns picking location determines batches updates sales order — status, delivery

qty


The Delivery Note Initiates the delivery process Control mechanism for the process Changes to delivery are allowable - products, quantities

DeliveryNote

Picking

Packing

Loading

Post GoodsIssue

Status


Produces a work-list of deliveriesEncompasses deliveries and

transfersCan be scheduled to run in batchAutomatically combines deliveries


Quantities based on deliveryAssigned date when picking should

beginAutomated storage location

assignmentSupports serial number tracking and

batch management Integrated with Warehouse

Management (WM)


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


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


Generalledger

Inventory

750

Cost of goods sold

750

Goods Issue


Automated invoicing based on sales orders and/or deliveries

Functionality for processing credit/debit memos and rebates

Integration with FI & CO-PAUpdates customer’s credit data Can create pro forma invoices


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

Cust Acct

. Grp.01

Application

V

Sales Org.

SOxx

KOFI

Chart of

Accounts

CHRT

FromTable

FromSalesDoc.

Account Key

ERL

From Pricing

Proc

Condition Type

610000

From Table

G/L Accou

nt

From Customer

Master

FromSalesDoc.

FromSalesDoc.


Separate invoice per delivery

DeliveryOrder

Delivery

Invoice

Invoice

DeliveryOrder

Delivery Invoice

DeliveryOrder

CollectiveInvoice

Order DeliveryInvoice

Invoice

InvoiceSplit


Explicitly specify documentsBilling due list — builds a worklist of

invoices that should be generated

Automatic posting to FI


Generalledger

Revenue2000

A/R recon.2000

Customer2000


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


Billing Description % Value Billing Milestone Billingdate block status11/20/96 Contract 10 30,000 - x x01/20/97 Assembly 40 120,000 - x x04/20/97 Operational 40 120,000 x x05/20/97 Acceptance 10 30,000 x x06/20/97 Final invoice -- - - x

Sold-to : QAZ Industries Delivery Date : 06/20/97Material : 546-dk1 Generator Price : $300,000

SalesOrder

BillingPlan


• Contracts• Schedule Agreements


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


ContractTarget Qty: 900Order Qty: 700

ContractTarget Qty: 900Order Qty: 750

...

Release OrderOrder Qty: 200

Release OrderOrder Qty: 150


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 100Delivery 7/10 200

Delivery 8/10 300

Scheduling Agreement

Date Qty05/15 10006/15 10007/15 20008/15 300


Backorder ProcessingRescheduling


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


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


ReturnOrder

Goods ReceiptQuality Inspection

Credit MemoSAMEER BARDE : SAP CONSULTANT

Order Delivery Invoice

ReturnsDeliveryReturn

CreditMemo

1

2

3

Return toInventory


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-

priceReturn delivery

Issues a goods receipt to place material into inventory


Credit memo Billing block must be cleared from

Return Posts to FI Can be processed in batch (background) Can be processed collectively (grouped)


SAPDocument

FAX

PrintedDocuments

Email

EDI

Bar CodedDocuments

WorkflowSAMEER BARDE : SAP CONSULTANT

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

Assigned to business partners & sales documents

Definable media — EDI, fax, printHighly customizable — Sapscript


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


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


Inventory ManagementPurchasingSales and DistributionProductionPlant MaintenanceQuality Management


MaterialPlantStorage LocationMRP ControllerMaterial Groupings


MaterialVendorMaterial GroupPurchasing GroupPurchasing Documents


5 Pre-defined drill-down reports Customer Material Sales Organization Shipping Point SD Documents


Product GroupMaterialWork CenterProduction Resources and Tools


Value display - absolute or percentage

Top N - top 10, top 100, etc.Sorted - ascending or descendingABCClassificationGraphics - 2D, 3D
