sap sd overview
Post on 12-Sep-2014
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DESCRIPTION
TRANSCRIPT
R/3
FIFinancial
Accounting
COControlling
PSProjectSystem
WFWorkflow
ISIndustry
Solutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales &
Distribution
PPProductionPlanning
QMQuality
ManagementPM
Plant Maintenance
SMServiceManage-
ment Integrated SolutionClient / ServerOpen Systems
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD) Overview
SD• 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
SalesSupport
MasterData
Shipping
Sales
ForeignTrade
Billing
SalesInfo
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)
Transportation
Foreign Trade
Sales & Distribution
- Process Flow -
Supply Chain Process
Customer Order Picking Goods Issue
BillingAccounts ReceivableFinal Payment
SAP Process Steps
QuotationSalesOrder
Sales
Shipping DeliveryNote
PickingPost Goods
Issue
Billing Billing
FIA/R
PostIncomingPayment
Sales Documents
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
Picking
Packing
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
SD flow
Enterprise Structure
Sales & Distribution
- Organizational Structures -
Sales Organization
BaseballDivision
00
SoftballDivision
01
DirectDistribution Channel
10
BaseballDivision
00
SoftballDivision
01
WholesaleDistribution Channel
20
BaseballDivision
00
SoftballDivision
01
RetailDistribution Channel
30
Domestic SalesSales Organization
1000
BaseballDivision
00
CricketDivision
01
WholesaleDistribution Channel
20
EuropeSales Organization
2000
BaseballDivision
00
WholesaleDistribution Channel
20
Asia PacificSales Organization
APA
Pastime CorporationCompany Code
1000
Client800
Client
• A client is, in organizational terms, an independent unit in the system. Clients have their own data environment and therefore their own user master and transaction data, assigned user master records and chart of accounts and specific customizing parameters.
• Types of client's: Production client
Golden server/client
Application client
Sand box client
Development client
Company code
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
Sales Origination
Distribution Channel
• 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 SalesSales Organization
1000
DirectDistribution Channel
10
WholesaleDistribution Channel
20
RetailDistribution Channel
30
BaseballDivision
00
SoftballDivision
01
BaseballDivision
00
SoftballDivision
01
BaseballDivision
00
SoftballDivision
01
Sales Area
Domestic SalesSales Organization
1000
DirectDistribution Channel
10
WholesaleDistribution Channel
20
RetailDistribution Channel
30
BaseballDivision
00
SoftballDivision
01
BaseballDivision
00
SoftballDivision
01
BaseballDivision
00
SoftballDivision
01
Sales Office
• Typically defines a territory or market area• Linked to one or more Sales Areas• Optional organization structure
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
Plant
• Plant is an organizational unit where the material is processed, procured, maintained.
In sales and distribution, the plant has a central function:• To use the sales and distribution functions in the system,
you need at least one plant.• Each plant is uniquely assigned to a company code.• The assignment between sales organizations and plants
does not have to be unique.• The plant is essential for determining the shipping point.
Plant
Storage Location
• Storage location is a place in plant, where in materials has to be stored
Storage Location
Warehouse
Storage type
• Cold storage
Picking Area
Staging Area
Staging area
Storage Bin
Door
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 point
Loading Point
Loading group
Transportation Planning Point
Shipping Organization
Sales & Distribution
- Master Data -