sap sd.docx
TRANSCRIPT
-
8/19/2019 SAP SD.docx
1/43
Hands on experience in confguration o SD OTC, Pricing, Deliveries, Inventory & Batch anage!ent,
"hip!ents, "hip!ent Costs, Invoicing, Outputs, Purchase Orders, Integration #ith $inance &
Interco!pany processing areas%
"etting up o Org structures, Pricing Procedures, ccount Deter!ination, Output deter!ination, text
deter!ination, Credit anage!ent, SD Docu!ents, Ite! categories in SAP "ales & Distri'utions
odule%
(no#ledge or )xperience in Delivery and "hipping, Billing Docu!ents, Copying, and ccountdeter!ination%
* or !ore ull cycle i!ple!entations including+ "coping and Planning, Process Design, Confguration,
Testing, Deploy!ent, and Post o-.ive "upport%
)xperience using SAP i!ple!entation tools such as Best Practices, SAP ethodology%
Desire to learn ne# !odules and #or/ on leading edge pro0ects%
Business process analysis and redesign experience+ strong 'usiness analysis s/ills1 process !apping1
'usiness process redesign and i!ple!entation%
"yste!s i!ple!entation s/ills+ re2uire!ents3process analysis, conceptual and detailed design,
confguration, testing, training, change !anage!ent, support
The role #ill #or/ pri!arily in the processes o re2uire!ent collection and analysis, converting
'usiness re2uire!ents into application specifcation or develop!ent specifcation, syste!
i!ple!entation3confguration, develop!ent support, !igration concept preparation and execution,
internal testing, and user training%Pro'le!3incident !anage!ent and change !anage!ent involve!ent to ensure ne# i!ple!entation
!aintaining the integrity o existing unctionality #ithin the environ!ent%
naly4es custo!ers5 'usiness re2uire!ents and application o'0ectives, develops an application design
in products to !eet custo!ers5 needs%
Sales refer to the exchange of goods or services for an
amount of money or its equivalent in kind. Selling helps an
organization achieve its business goals. Thus, managing
sales in an organization is a critical activity. A sales
manager needs to ensure that the salespeople are
motivated to perform the selling function in a way that will
help the organization attain its goals.
The sales team continuously monitors the changes taking
place in the external environment regarding competitors,
customers, government and other regulatory agencies,
advances in technology, and industry trends. This provides
the sales personnel with vital information regarding trends
in organizational sales, product development, and
budgets.
y offering the management vital inputs pertaining to such
information, the sales team helps the management to
develop plans regarding sales, production, and design.
!ver the years, substantial changes have taken place in
the selling environment, leading to changes in the sales
-
8/19/2019 SAP SD.docx
2/43
function.
The trends that have shaped the sales function include shorter product life cycles, longer
and more complex sales cycles, reduced customer loyalty, intense competition among
manufacturing firms, rising customer expectations, increasing buyer expertise, electronic
revolution in communications, and the entry of women into the sales force.
"n addition to having a strong sales function, companies should also have efficient
distribution channels to make the products available to the end consumer. #anagement of
distribution channels involves efficient channel design, conflict management and
implementation of sophisticated channel information systems which will enhance the
process of making the products available to the end consumer in a timely manner.
This book, Sales and $istribution #anagement provides an overview of the sales and
distribution function. "t discusses various aspects of the sales function ranging from various
sales organization structures to the role of the sales manager in improving sales by hiring,
training, motivating and leading the sales force. The second half of the book deals with the
distribution function and discusses logistics and channel management.
%hat is #arketing &
"t is a process by which
'one identifies the needs and wants of the people.
'one determines and creates a product(service to meet the needs
and wants. )*+!$-T
'one determines a way of taking the product(service to the market
place. )*/A-0
'one determines the way of communicating the product to the
market place. )*+!#!T"!1S
'one determines the value for the product.)*+"-0.
'one determines the people, who have needs( wants. )*0!*/0
and then creating a transaction for exchanging the product for
a value.
and thus creating a satisfaction to the buyer2s needs(wants.
T0+#S to understand.
3.*roduct(Service means a product or service or idea to satisfy
the people2s needs ( wants.
4.1eeds mean when a person feels deprived of something.
5.%ants mean when a person2s need is formed ( shaped
by personality, culture, and knowledge.
6.7alue means the benefits that the customer gains from
owning and using the product and the cost of the product.
-
8/19/2019 SAP SD.docx
3/43
8.Satisfaction means the extent to which a product2s
perceived performance matches a buyer2s expectation.
9.0xchange means the act of obtaining a needed( wanted
ob:ect by offering something in return.
;.Transactions mean a tradeoff between a buyer ( a seller
that involves an exchange at agreed conditions.
#arketing is based on identifying, anticipating and satisfying customer needs effectively and profitably.
"t encompasses market research, pricing, promotion, distribution, customer care, your brand image
and much more.
-
8/19/2019 SAP SD.docx
4/43
and then creating a transaction for exchanging the product for
a value. ) -/!S"1B T>0 SA/0
and thus creating a satisfaction to the buyer2s needs(wants.
) -+0AT"1B -ST!#0+ SAT"S@A-T"!1
-
8/19/2019 SAP SD.docx
5/43
-
8/19/2019 SAP SD.docx
6/43
2..1 #ssi$n plant to Company Code. 1
2.5 ocation. 1
2.6 Diision. 15
2.! Sales )r$aniation. 15
2.!.1 #ssi$n Sales )r$aniation to Company Code. 16
2.% Distribution C4annel 16
2.%.1 #ssi$n Distribution C4annel to Sales )r$aniation. 1!
2.%.3 Set up Sales #rea. 1%
2.%. #ssi$n sales or$aniation distribution c4annel plant 1(
2.( Define S4ippin$ 'oints. 2*
2.(.1 #ssi$n S4ippin$ point to plant 2*
2.(.2 S4ippin$ point and $oods receiin$ point determination 21
#ssi$n S4ippin$ 'oint 21
3 Customer "aster 21
3.1 Creation of Customer #ccount roup. 22
3.2 Create +umber ,an$es for Customer #ccounts. 2
3.3 #ssi$n +umber ,an$es to Customer #ccount roups. 25
3. Define 7ncompleteness 'rocedures. 26
3.5 Define )rder -ype. 2!
3.6 Define 7tem Cate$ory. 2%
! Definition of Sales & Distribution
For t4e representation of your company structures in t4e S#' System8 different or$aniational
units are aailable for t4e areas of sales8 s4ippin$ and billin$. First analye t4e structure and process or$aniation in your company and t4en compare t4em 9it4 t4e S#' structures. 7n t4e
-
8/19/2019 SAP SD.docx
7/43
standard ersion8 different or$aniational elements are defined as e:amples. 7n $eneral8 t4ese
elements are not sufficient for indiidual demands. E:tend t4e elements accordin$ly.
Durin$ t4e clarification p4ase8 9or; 9it4 t4e structures deliered by S#'. C4an$e t4e names ifnecessary in order to ac4iee a 4i$4 de$ree of identification and acceptance 9it4 pro. -4en c4ec; t4e defined
or$aniational units in t4e menu option =C4ec;>. )nly a limited number of users s4ould be $ienaut4oriation to maintain or$aniational elements. Determine t4e aut4oriation profiles
accordin$ly. #s soon as t4e processin$ of t4e menu item is completed8 access s4ould be bloc;ed
so t4at no furt4er c4an$es can be made.
-4e or$aniational units set up t4e frame9or; of sales processin$ 9it4 t4e SD system. -4e
master records of sales and distribution ?for e:ample8 customer master records and pricin$
elements@ as 9ell as t4e documents used in processin$ ?for e:ample8 orders and deliery
documents@ are entered in dependency 9it4 t4e or$aniational structures. -4e data in a master
record is only alid 9it4in a certain part of t4e or$aniation. -4e sales and distributiondocuments are entered in t4e respectie sub area of t4e or$aniation. -4e master data alid t4ere
is automatically included in t4e sales & distribution documents. Different control criteria arespecified for t4e mana$ement and processin$ of t4e master data dependin$ on t4e or$aniational
units. 7n order to simplify master record and document entry8 t4e or$aniational units can be
stored as user parameters in t4e user master record. 7t is not necessary to specify t4eor$aniational units since t4e alues are proposed automatically.
" Enter#rise Stru$ture-4is 4elps us to portray t4e specific or$aniational structure of your business in t4e ,03 System.
A -o portray your company structure8 different #ccountin$8 o$istics8 and Buman ,esourcesor$aniation units are proided.
A 7n t4e S#' ,03 system8 or$aniational leels are structures t4at represent t4e le$al or
or$aniational ie9s of a company. Definin$ or$aniational leels is an essential step in t4e
pro
-
8/19/2019 SAP SD.docx
8/43
S4ippin$ 'oint
'lant
Credit Control #rea
Controllin$ #rea
Sales
#rea
Dist C4annel
Sales )r$
oad
in$'oint
Diision
A )ne client can 4ae n number of company codes
A )ne company code can 4ae n number of sales or$aniations
A )ne sales or$aniation is assi$ned to e:actly one company code
A # sales or$aniation is assi$ned to one or more plants
A Eac4 sales or$aniation 4as its o9n master data. E$. 7ts o9n Customer and "aterial master
data as 9ell as condition records.
A # sales or$aniation can 4ae n number of distribution c4annels ?you can ary master data
releant to sales suc4 as customer master data8 sales master data8 prices8 and
surc4ar$es0discounts for eac4 sales or$aniation0distribution c4annel.
A Sales area is a combination of sales or$aniation8 distribution c4annel8 and
A diision
A Sales document8 deliery document8 and billin$ documents are al9ays assi$ned to a sales area.
-
8/19/2019 SAP SD.docx
9/43
A Eery sales process al9ays ta;es in a specific sales area.
A # sales office can be assi$ned to more t4an one sales area
A Sales $roups are assi$ned to sales offices
A # sales $roup consists of a certain number of sales persons
A # sales person is assi$ned to a sales office and $roup in t4e sales employee master record
A )ne sales or$aniation can sell t4e $oods from seeral plants.
A # plant can be assi$ned to different sales or$aniations at any onetime all of 94ic4 can sell
from t4e plant.
A # sales or$aniation can also sell products supplied by a plant 94ic4 is assi$ned to a different
company code*intercomplany sales processin$.
A # broad product ran$e can be diided into diisions. 7n sapsystem8 you can also define adiisionspecific sales structure.
A You can ma;e customerspecific a$reements for eac4 diision.
Follo9in$ or$aniational elements are reuired for t4e SD transactions
A Client
A Company
A Company Code
A 'lant
A ocation
A Stora$e ocation
A Sales )r$aniation
A Distribution C4annel
A Diision
A Sales #rea
A S4ippin$ 'oint
-
8/19/2019 SAP SD.docx
10/43
"%! lient
-4e client is a commercial or$aniational unit 9it4in ,03 system8 9it4 its o9n data8 master
records8 and set of tables. From t4e business perspectie8 t4e client forms a corporate $roup.
"%" om#an
A # company is an or$aniational unit in #ccountin$ 94ic4 represents a business or$aniation
accordin$ to t4e reuirements of commercial la9 in a particular country.
A You store basic data for eac4 company in company definition
A # company can consist of one or more company codes.
A #ll company codes 9it4in a company must use t4e same transaction c4art of accounts and t4e
same fiscal year brea;do9n.
A -4e company code currencies can be different.
A # company 4as one local currency in 94ic4 its transaction fi$ures are recorded.
7"
Definition
Financial #ccountin$
Define Company
+e9 Entries
Company ?E: ***28 Description -est Company@
"%' om#an ode
A -4e company code is t4e smallest or$aniational unit for 94ic4 you 4ae an independentaccountin$ department.
A Galance s4eets8 profit and loss statements reuired by la9 are created at company code leel%
Follo9in$ is t4e pat4 to define a company Code
7"
Enterprise Structure
https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/companyhttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/companyhttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/GLOS.business_organizationhttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/companyhttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/GLOS.business_organization
-
8/19/2019 SAP SD.docx
11/43
-
8/19/2019 SAP SD.docx
12/43
1. Clic; +e9 Entries to create a ne9 Fiscal Year ariant or /se t4e E:istin$ ariant
? Ex: Z4@.
2. Select H and clic; period te:ts under dialo$ structure
"%'%' Assi1n om#an ode to -is$al .ear /ariant
For eery company code8 you must specify 94ic4 fiscal year ariant is to be used.
7"
Financial #ccountin$
Financial #ccountin$ lobal Settin$s
Fiscal Year
#ssi$n Company Code to Fiscal Year ariant
Steps to assi$n company code to a fiscal year ariant
1. Enter fiscal year ariant a$ainst company code
1. Sae
"%'%2 Postin1 Periods
7t is possible to specify 94ic4 company codes are open independent of a company code. -4us8 as
many company codes as reuired can use t4e same ariants for open company codes. You ma;e
t4e necessary settin$s to be able to mana$e identical postin$ periods in seeral company codes.-4e follo9in$ is t4e pat4 to define8 open8 close and assi$n ariants to postin$ periods
7"
Financial #ccountin$
Financial #ccountin$ lobal Settin$s
Document
'ostin$ 'eriods
"%'%3 Define /ariants for O#en Postin1 Periods
Ste#s to define 4ariants for o#en #ostin1 #eriods,
-
8/19/2019 SAP SD.docx
13/43
1. +e9 Entries
2. Enter t4e ariant and +ame ? Ex: 9999 – Fiscal Year Variant 9999@
3. Sae.
"%'%5 O#en and lose Postin1 Periods
Ste#s to o#en and $lose #ostin1 #eriods,
1. Copy t4e e:istin$ periods by selectin$ t4e reuired periods.
1. Clic; button to copy.
2. ,ename t4e ariant ? Ex: 9999@.
3. Sae.
"%'%6 Assi1n /ariants to om#an ode
Ste#s to assi1n 4ariants to $om#an $ode,
1. Enter t4e ariant a$ainst t4e Company Code ?E: (((( ariant to (((( Company Code@
2. Sae
"%'%7 Define Do$ument Number Ran1es
# number ran$e is a ran$e of numbers t4at you can assi$n to business ob
-
8/19/2019 SAP SD.docx
14/43
# document type is a classification for documents t4at can be stored usin$ S#' #rc4ie in;.
For e:ample8 incomin$ inoices can be of t4e follo9in$ document types
7ncomin$ inoice 9it4out inoice c4ec; ?F777+)7CE@
7ncomin$ credit memo 9it4out inoice c4ec; ?F77C,ED7-@
7"
Financial #ccountin$
Financial #ccountin$ lobal Settin$s
Document
Document Beader
Define Document -ypes
E9, Document Type – S
"%'%!: Define Toleran$e ;rou#s for Em#loees
'redefine arious amount limits for your employees 9it4 94ic4 you determine
A t4e ma:imum document amount t4e employee is aut4oried to post
A t4e ma:imum amount t4e employee can enter as a line item in a customer or endor account
A t4e ma:imum cas4 discount percenta$e t4e employee can $rant in a line item
A t4e ma:imum acceptable tolerance for payment differences for t4e employee.
'ayment differences are posted automatically 9it4in certain tolerance $roups. -4is 9ay t4e
system can post t4e difference by correctin$ t4e cas4 discount or by postin$ to a separate
e:pense or reenue account. Follo9in$ is t4e pat4 to define tolerance $roups for employees.
7"
Financial #ccountin$
Financial #ccountin$ lobal Settin$s
Document
-
8/19/2019 SAP SD.docx
15/43
ine 7tem
Define -olerance roups for Employees
Ste#s to define Toleran$e ;rou#
1 Clic; +e9 Entries.
2 ie t4e -olerance roup and Company Code.
"%'%!! Assi1n User
-
8/19/2019 SAP SD.docx
16/43
Steps for definin$ a plant
1. Clic; Define8 copy8 delete8 c4ec; plant
1. Clic; Define 'lant
2. +e9 Entries
3. Enter t4e data for plant
. Sae
"%2%! Assi1n #lant to om#an ode
7"
Enterprise Structure
#ssi$nment
o$istics eneral
#ssi$n plant to company code
Steps to assi$n 'lant to Company Code
1. Delete t4e default assi$nments
2. Select t4e company code ?e$((((@
3. Clic; #ssi$n
. C4ec; plant
5. Sae
"%3 Lo$ation
# location allo9s a plant to be classified accordin$ to spatial or situation criteria. Follo9in$ is
t4e pat4 to define a ocation.
7"
Enterprise Structure
-
8/19/2019 SAP SD.docx
17/43
Definition
o$istics eneral
Define ocation
Steps to define a ocation
1. Clic; +e9 Entries
2. Enter 'lant8 ocation8 +ame
3. Sae
"%5 Di4ision
#n or$aniational unit based on responsibility for sales or profits from saleable materials or
serices. # Diision is a product $roup t4at can be defined for a 9ideran$in$ spectrum of products. You can ma;e customerspecific a$reements for eery diision8 suc4 as partial
delieries8 pricin$8 and terms of payment. Iit4in a diision you can carry out statistical analyses
or set up separate mar;etin$. Diisions are utilied in SD but t4ey are defined and maintainedunder t4e follo9in$ pat4.
7"
Enterprise Structure
Definition
o$istics eneral
Define8 copy8 delete8 c4ec; diision
Steps to define Diision
1. Clic; Define8 copy8 delete8 c4ec; diision
2. Clic; on Define diision
3. +e9 Entries
. Enter t4e alues for Diision and +ame
5. Sae
-
8/19/2019 SAP SD.docx
18/43
"%6 Sales Or1ani=ation
Sales )r$aniation is an or$aniational unit in o$istics t4at structures t4e company accordin$ toits sales reuirements. # sales or$aniation is responsible for sellin$ materials & serices and to
ne$otiate terms of sale. Follo9in$ is t4e pat4 to define a Sales )r$aniation.
7"
Enterprise Structure
Definition
Sales and Distribution
Define8 Copy8 Delete8 C4ec; Sales )r$aniation
Steps to define a Sales )r$aniation
1. Clic; Define Sales )r$aniation
2. Clic; +e9 Entries
3. Enter t4e alues for Sales )r$aniation8 +ame ?e$ ((((8 Sales )r$aniation ((((@
. Sae
"%6%! Assi1n Sales Or1ani=ation to om#an ode
7"
Enterprise Structure
#ssi$nment
Sales and Distribution
#ssi$n Sales )r$aniation to Company Code
Steps to assi$n sales or$aniation to company code
1. Select company code ?e$((((@
2. Clic; #ssi$n
3. C4ec; Sales )r$aniation
-
8/19/2019 SAP SD.docx
19/43
-
8/19/2019 SAP SD.docx
20/43
2. Select Sales or$aniation
3. Clic; assi$n
. C4ec; Distribution C4annel
5. Sae
"%7%" Assi1n Di4ision to Sales Or1ani=ation
7"
Enterprise Structure
#ssi$nment
Sales and Distribution
#ssi$n diision to sales or$aniation
Steps to assi$n diision to sales or$aniation
1. Select sales or$aniation ?e$((((@
2. Clic; assi$n
3. C4ec; diision
. Sae
"%7%' Set u# Sales Area
Sales #rea is a combination of sales or$aniation8 distribution c4annel8 and diision.
Follo9in$ is t4e pat4 to set up sales area
7"
Enterprise Structure
#ssi$nment
Sales and Distribution
Set up sales area
-
8/19/2019 SAP SD.docx
21/43
Steps to set up sales area
1. Select Sales )r$aniation
2. Clic; #ssi$n
3. C4ec; Distribution C4annel
. Select Distribution C4annel
5. C4ec; Diision
6. Sae
"%7%2 Assi1n sales or1ani=ation > distribution $annel > #lant
7"
Enterprise Structure
#ssi$nment
Sales and Distribution
#ssi$n sales or$aniation distribution c4annel plant
Steps to assi$n sales or$aniationdistribution c4annelplant
1. Select Sales )r$aniation
2. Clic; #ssi$n
3. C4ec; 'lant
. Sae
"%8 Define Si##in1 Points
S4ippin$ point is an or$aniational unit in o$istics t4at performs s4ippin$ processin$.
-4e s4ippin$ point is t4e part of t4e company responsible for t4e type of s4ippin$8 t4e necessary
s4ippin$ materials and t4e means of transport. Delieries are al9ays initiated from e:actly ones4ippin$ point. # s4ippin$ point is assi$ned one or more plants and can be subdiidin$ into
seeral loadin$ points.
E9am#le, S4ippin$ points are a company mail depot or plant rail station.
-
8/19/2019 SAP SD.docx
22/43
# loadin$ point is a oluntary entry. 7t is merely a subdiision of a s4ippin$ point. # loadin$
point is manually entered into t4e 4eader data of t4e deliery.
Follo9in$ is t4e pat4 to define s4ippin$ point.
7"
Enterprise Structure
Definition
o$istics E:ecution
Define8 copy8 delete8 c4ec; s4ippin$ point
Steps to define s4ippin$ point
1. Clic; Define s4ippin$ point
2. Clic; +e9 Entries
3. Enter S4ippin$ point8 Description
. Sae
"%8%! Assi1n Si##in1 #oint to #lant
7"
Enterprise Structure
#ssi$nment
o$istics E:ecution
#ssi$n S4ippin$ 'oint to plant
Steps to assi$n s4ippin$ point to plant
1. Select t4e plant
2. Clic; #ssi$n
3. C4ec; S4ippin$ point
. Sae
-
8/19/2019 SAP SD.docx
23/43
"%8%" Si##in1 #oint and 1oods re$ei4in1 #oint determination,
Assi1n Si##in1 Point
7"
o$istics E:ecution
S4ippin$
Gasic S4ippin$ functions
S4ippin$ point and $oods receiin$ point determination
#ssi$n s4ippin$ points
' 0aster Data in Sales andDistribution
Customer "aster
"aterial "aster
Customer material 7nfo ,ecord
7tem 'roposals
G)"
ustomer 0aster Re$ord
Data record containin$ all t4e information necessary for any contact 9it4 a certain customer8 in
particular for carryin$ out business transactions.
-4is information includes8 for e:ample8 address data and ban; data.
-4e basic customer master records 9e create are
A Soldto party record
A S4ipto party record
A Gillto party record
-
8/19/2019 SAP SD.docx
24/43
A 'ayer record
)t4er important Customers master records are intercompany customers8 onetime customer
Customer "aster Data confi$uration includes
1. #0C $roups
2. +umber ran$es
3. #ssi$n number ran$es
. 'artner Determination
'%!%! reation of ustomer A$$ount ;rou#
7n t4is step8 you determine t4e account $roups for customers. You can also define referenceaccount $roups for onetime accounts. You can use t4ese to control t4e fields of t4e onetime
account screen so t4at8 for e:ample8 certain fields are displayed as reuired fields or are 4idden.
I4en creatin$ a customer account8 you must specify an account $roup. You can specify a
reference account $roup under =Control> in t4e =eneral data> part of a onetime accountsmaster data. 7f you do not specify a reference account $roup8 t4en8 as preiously8 all fields of t4e
onetime account screen are ready for input durin$ document entry.
You use t4e account $roup to determine
A t4e interal for t4e account numbers
A 94et4er t4e number is assi$ned internally by t4e system or e:ternally by t4e user ?type ofnumber assi$nment@
A 94et4er it is a onetime account
A 94ic4 fields are ready for input or must be filled 94en creatin$ and c4an$in$ master records
?field status@
A fields can be turn on and off by usin$ t4e assi$ned account $roup.
You determine t4e account number interal and t4e type of number assi$nment usin$ t4e number
ran$es.
-4e #ccount $roup defines 94ic4 fields are aailable in t4e customer master records.
# soldto party needs 3 ie9s
-
8/19/2019 SAP SD.docx
25/43
A eneral data ie9
A Company Code data ie9
A Sales data ie9
# s4ipto party needs 2 ie9s
A eneral data ie9
A Sales data ie9
# billto party needs 3 ie9s
A eneral data ie9
A Company Code data ie9
A Sales data ie9
# payer needs 2 ie9s
A eneral data ie9
A Company code data ie9
-4e follo9in$ is t4e pat4 to create customer account $roup
7"
Financial #ccountin$
#ccounts receiable and accounts payable
Customer #ccounts
"aster Data
'reparations for creatin$ Customer "aster Data
Define #ccount roups 9it4 Screen ayout
Steps to create customer account $roup
1. Clic; +e9 Entries
-
8/19/2019 SAP SD.docx
26/43
2. Enter #ccount $roup number startin$ 9it4 t4e letter H ?S#' uses prefi: H for all up$rades
in order to ensure it does not oer9rite clientspecific entries@
3. Enter +ame
e$. H1** Soldto party
1. Set t4e field status of $eneral data8 company code data8 sales data
E$ Steps to set t4e field status
1. Select eneral Data under Field Status
2. Clic; Edit field status
3. Select t4e field e$ #ddress under select $roup
. Clic; ma$nifyin$ $lass button
5. +ame 1 You can ma;e t4e filed +ame1 Suppress or ,euired entry or
)ptional entry or Display
6. Sae
i;e 9ise create account $roups for s4ipto party8 billto party8 payer and -urn t4e fields on0off
as per t4e reuirement
H2** S4ipto party
H3** Gillto party
H** 'ayer
'%!%" reate Number Ran1es for ustomer A$$ounts
-o do t4is8 specify t4e follo9in$ under a t9oc4aracter ;ey ?number ran$e interal ;ey@
# number interal from 94ic4 t4e account number for t4e customer accounts is to be selected
A -4e type of number assi$nment ?internal or e:ternal number assi$nment@
A #llocate t4e number ran$es to t4e account $roups for customers.
-4e type of number assi$nment is especially important. -4e follo9in$ are possible
-
8/19/2019 SAP SD.docx
27/43
A -ransferrin$ t4e numbers of your customers0endors from an e:istin$ system or a presystem
?e:ternal assi$nment -4e system enables t4e user to specify t4e number in t4e number ran$e 4e
or s4e 9is4es to use@.
A Creatin$ t4e master records under ne9 numbers assi$ned by t4e S#' system ?internal
assi$nment t4e system assi$ns a number 94en creatin$ t4e master records@.
-4e follo9in$ is t4e pat4 to create number ran$es for customer accounts
7"
Financial #ccountin$
#ccounts receiable and accounts payable
Customer #ccounts
"aster Data
'reparations for creatin$ Customer "aster Data
Create +umber ,an$es for Customer #ccounts
Steps to create number ran$es for customer accounts
1. Clic;
1. Clic;
1. Enter t4e number ran$e
1. Sae
'%!%' Assi1n Number Ran1es to ustomer A$$ount ;rou#s
#ssi$n t4e number ran$es created in t4e precedin$ step to t4e account $roups for customers. Youcan use one number ran$e for seeral account $roups. Follo9in$ is t4e pat4 to assi$n number
ran$es to customer account $roups.
7"
Financial #ccountin$
#ccounts receiable and accounts payable
Customer #ccounts
-
8/19/2019 SAP SD.docx
28/43
"aster Data
'reparations for creatin$ Customer "aster Data
#ssi$n +umber ,an$es to Customer #ccount roups
Steps to assi$n number ran$es to customer account $roups
1. Clic; #ssi$n +umber ,an$es to Customer #ccount roups
1. Enter t4e number ran$e ;ey a$ainst $roup and sae
'%!%2 Partner Determination
I4en creatin$ a customer master record8 t4e S#' System proposes t4e allo9ed partner functionsto be maintained. #ccordin$ to t4e rules defined 4ere8 t4e partners are adopted from t4e customer
master records of t4e soldto parties into t4e sales and distribution documents.
'artners suc4 as t4e soldto party8 t4e billto party8 and t4e payer are a necessary in t4e ma
-
8/19/2019 SAP SD.docx
29/43
1. Select # Sales Beader
2. Clic; 'rocedures
3. Select 11
. Clic; Fields
Define Order T#e
-4e sales document types represent t4e different business transactions in Sales and perform a
central controllin$ function for t4e entire sales order process. Follo9in$ is t4e pat4 to define
sales document type
7"
Sales & Distribution
Sales
Sales Documents
Sales document Beader
Define Sales Document -ypes
Steps to define sales document type
1. Clic; +e9 Entries ?or@ copy t4e e:istin$ std. order type ?e: select ), std. order type8clic; copy as icon8 $ie a name to order type e:. H),@
2. Enter t4e data
3. Sae
Define Item ate1or
-4e item cate$ories t4at are contained in t4e standard S#' ,03 System to$et4er 9it4 t4e sales
document types represent t4e usual business transactions.
You 4ae t4e follo9in$ options for definin$ your o9n item cate$ories
• Copy an e:istin$ item cate$ory and c4an$e it accordin$ to your reuirements.
• Create a ne9 item cate$ory.
https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/sales_document_typehttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/sales_document_type
-
8/19/2019 SAP SD.docx
30/43
Follo9in$ is t4e pat4 to define item cate$ory
7"
Sales and Distribution
Sales
Sales document
Sales document 7tem Defineitem cate$ories
Steps to define item cate$ories
1. Clic; +e9 Entries
2. Enter t4e data
3. Sae
#bout t4ese ads
• T#itter
• $ace'oo/
• .in/edIn
• oogle
•
Related
OTC $lo#In 6Business6
Order To Cash 7OTC8In 6)nterprise resource planning6
Pro0ect Proposal Te!plateIn 6Docu!ents6
Safi? Alibai
4ttp00s4afi.in
#ut4or arc4ie #ut4or 9ebsite
#u$ust 68 2**(
/ncate$oried
https://wordpress.com/about-these-ads/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?share=twitter&nb=1https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?share=facebook&nb=1https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?share=linkedin&nb=1https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?share=google-plus-1&nb=1https://shafiqissani.wordpress.com/2011/11/11/otc-flow/https://shafiqissani.wordpress.com/2011/11/11/order-to-cash-otc/https://shafiqissani.wordpress.com/2011/10/01/project-proposal-template/https://shafiqissani.wordpress.com/author/shafiqissani/https://shafiqissani.wordpress.com/https://shafiqissani.wordpress.com/category/uncategorized/https://wordpress.com/about-these-ads/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?share=twitter&nb=1https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?share=facebook&nb=1https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?share=linkedin&nb=1https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?share=google-plus-1&nb=1https://shafiqissani.wordpress.com/2011/11/11/otc-flow/https://shafiqissani.wordpress.com/2011/11/11/order-to-cash-otc/https://shafiqissani.wordpress.com/2011/10/01/project-proposal-template/https://shafiqissani.wordpress.com/author/shafiqissani/https://shafiqissani.wordpress.com/https://shafiqissani.wordpress.com/category/uncategorized/
-
8/19/2019 SAP SD.docx
31/43
'reious post +e:t post
" tou1ts on @Sales and Distribution module (SAP)
Add ours1. s&ar'an
#u$ust 138 2**( at !52 am
,eply
*
*
,ate -4is
4i..
7 sa9 ur site its really $ood and appreciated..
7 $ot more information from your site..-4an;s a lot.. Jeep on /pdatin$..
4ttp00businesscomputersap.blo$spot.com0
i;ei;e
,eply
2. (i)e*
#u$ust 58 2*1* at *5 pm
,eply
*
https://shafiqissani.wordpress.com/2009/08/06/final-year-project-abstract-test-automation-in-erp-applications/https://shafiqissani.wordpress.com/2009/08/06/arsin-systems-organization-profile/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/#respondhttp://business-computer-sap.blogspot.com/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/#comment-95https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?replytocom=95#respondhttp://business-computer-sap.blogspot.com/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?like_comment=95&_wpnonce=c76d9cf84ahttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?replytocom=95#respondhttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/#comment-222https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?replytocom=222#respondhttps://shafiqissani.wordpress.com/2009/08/06/final-year-project-abstract-test-automation-in-erp-applications/https://shafiqissani.wordpress.com/2009/08/06/arsin-systems-organization-profile/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/#respondhttp://business-computer-sap.blogspot.com/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/#comment-95https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?replytocom=95#respondhttp://business-computer-sap.blogspot.com/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?like_comment=95&_wpnonce=c76d9cf84ahttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?replytocom=95#respondhttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/#comment-222https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?replytocom=222#respond
-
8/19/2019 SAP SD.docx
32/43
*
,ate -4is
Bi8 7 4ae 7 4ae sent a 1 uestions by email8 and appreciate if you 9ould respond to myemail.
7d li;e to see 94at ot4er people are as;in$ as 9ell.
7s t4is a $ood place to post8 or is t4ere a forum some94ere elseK
-4an;s
i;ei;e
,eply
Leave a Reply
Fill in your details below or click an icon to log in:
(Address never made public)
WordPress.com( Log Out !"ange )
( Log Out !"ange )
( Log Out !"ange )
( Log Out !"ange )
#cc$%a#&' &%*sale
+nter your comment "ere... +nter your comment "ere...
https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?like_comment=222&_wpnonce=97bd72e44ehttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?replytocom=222#respondhttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?like_comment=222&_wpnonce=97bd72e44ehttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/?replytocom=222#respondhttps://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/
-
8/19/2019 SAP SD.docx
33/43
Ta1s
#IJ Gusiness Gusiness #nalysis continuous deployment CSS Database$earman$earman
perl $oo$le LaaScript linu:)peratin$ system perl 'ro$rammin$ 'ro
-
8/19/2019 SAP SD.docx
34/43
,SS Comments
Glo$ at Iord'ress.com. O -4e Gas;erille -4eme.
/p P
Follo9
-ollo+ @Safi? Alibai
et eery ne9 post deliered to your 7nbo:.
Loin (1 ot4er follo9ers
Guild a 9ebsite 9it4 Iord'ress.comQim$ srcR4ttps00pi:el.9p.com0b.$ifKRnoscript
styleR4ei$4t*p:T9idt4*p:Toerflo94idden altR 0U
SAP SD:
• Sales overview
• Enterprise structure related to SD
• Master data, like Customer master data, material master data, condition master data and Output m
• Partner determination
• Sales document types
• !tem cate"ories
• Sc#edule line cate"ories
• Pricin": Condition ta$le, access se%uence, Condition type, pricin" procedure
subscribe #'$--& "ttps:s"ai/issa loggedout1ollow ee#b,dab &%*sales
2ign me up
https://shafiqissani.wordpress.com/comments/feed/https://wordpress.com/?ref=footer_bloghttps://wordpress.com/themes/baskerville/https://wordpress.com/themes/baskerville/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/http://void%280%29/https://wordpress.com/?ref=lofhttps://shafiqissani.wordpress.com/comments/feed/https://wordpress.com/?ref=footer_bloghttps://wordpress.com/themes/baskerville/https://shafiqissani.wordpress.com/2009/08/06/sales-and-distribution-module-sap/http://void%280%29/https://wordpress.com/?ref=lof
-
8/19/2019 SAP SD.docx
35/43
• Stock Postin"
• &ree "oods
• 'ills o( Material
• Material determination
• Material Listin" and E)clusion
• !ncompletion lo"s
• Revenue account determination
• Credit mana"ement
• Outline a"reements like %uantity contract, value contract and sc#edulin" a"reements
• S#ippin" process like S#ippin" point determination, Route determination, S#ippin" conditions pic
• Delivery types
• Delivery item cate"ories
• !nvoice process
• 'illin" types
• Special sales processes like cas# sales, rus# orders ,consi"nment process and +#ird party proces
• Return sales process
• Credit memo process
•
De$it memo process
• Availa$ility c#eck
• Re$ate processin"
-
8/19/2019 SAP SD.docx
36/43
• !ntercompany sales
• Output determination
• Copy control
• !nte"ration wit# MM,&!
• +ec#nical topics like A'AP ta$les, user e)its and !DOCs
• Real time scenarios
What is SAP SD ?
SAP SD ( Sales and Distribution ) is important module of S#' and 4andles all t4e
processes of order to deliery. S#' SD e:ecute t4e business processes used in t4e
sellin$8 s4ippin$ and billin$ of products and serices.
SAP SD 4andles all t4e actiities of sales and distribution.
Order processin" is t"e process or work1low associated wit" t"e picking3 packing and delivery o
t"e packed items to a s"ipping carrier. Order processing is a key element o order ulillment. Order
processing operations or acilities are commonly called 4distribution centers4.
!ontents
5"ide6
• ' Process
• Picking
o .' Piece Picking
o . !ase Picking
o .- Pallet Picking
https://en.wikipedia.org/wiki/Order_fulfillmenthttps://en.wikipedia.org/wiki/Distribution_centerhttps://en.wikipedia.org/wiki/Order_processinghttps://en.wikipedia.org/wiki/Order_processinghttps://en.wikipedia.org/wiki/Order_processinghttps://en.wikipedia.org/wiki/Order_processing#Processhttps://en.wikipedia.org/wiki/Order_processing#Pickinghttps://en.wikipedia.org/wiki/Order_processing#Piece_Pickinghttps://en.wikipedia.org/wiki/Order_processing#Case_Pickinghttps://en.wikipedia.org/wiki/Order_processing#Pallet_Pickinghttps://en.wikipedia.org/wiki/Order_fulfillmenthttps://en.wikipedia.org/wiki/Distribution_centerhttps://en.wikipedia.org/wiki/Order_processinghttps://en.wikipedia.org/wiki/Order_processing#Processhttps://en.wikipedia.org/wiki/Order_processing#Pickinghttps://en.wikipedia.org/wiki/Order_processing#Piece_Pickinghttps://en.wikipedia.org/wiki/Order_processing#Case_Pickinghttps://en.wikipedia.org/wiki/Order_processing#Pallet_Picking
-
8/19/2019 SAP SD.docx
37/43
• - 2orting
• # Factors
• $ 7eerences
Process5edit6
Automated picking
2orting packages according to destination
Order processing is a se/uential process involving:5'6
• Picking: consists in taking and collecting articles in a speciied /uantity beore s"ipment to
satisy customers8 orders.
• 2orting: process t"at separates items according to destination.
• Pre1consolidation or package ormation: includes weig"ting3 labeling and packing.
• !onsolidation: gat"ering packages into loading units or transportation3 control and bill o
lading.
9"is section re/uires epansion.
(September 2014)
https://en.wikipedia.org/wiki/Order_processing#Sortinghttps://en.wikipedia.org/wiki/Order_processing#Factorshttps://en.wikipedia.org/wiki/Order_processing#Referenceshttps://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=1https://en.wikipedia.org/wiki/Order_processing#cite_note-autogenerated1-1https://en.wikipedia.org/wiki/Order_pickinghttps://en.wikipedia.org/wiki/Sortinghttps://en.wikipedia.org/wiki/Sortinghttps://en.wikipedia.org/wiki/Packaging_and_labelinghttps://en.wikipedia.org/wiki/Packaging_and_labelinghttps://en.wikipedia.org/wiki/Packaging_and_labelinghttps://en.wikipedia.org/wiki/Unit_loadhttps://en.wikipedia.org/wiki/Bill_of_ladinghttps://en.wikipedia.org/wiki/Bill_of_ladinghttps://en.wikipedia.org/wiki/Bill_of_ladinghttps://en.wikipedia.org/w/index.php?title=Order_processing&action=edithttps://en.wikipedia.org/wiki/Order_processing#Sortinghttps://en.wikipedia.org/wiki/Order_processing#Factorshttps://en.wikipedia.org/wiki/Order_processing#Referenceshttps://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=1https://en.wikipedia.org/wiki/Order_processing#cite_note-autogenerated1-1https://en.wikipedia.org/wiki/Order_pickinghttps://en.wikipedia.org/wiki/Sortinghttps://en.wikipedia.org/wiki/Packaging_and_labelinghttps://en.wikipedia.org/wiki/Packaging_and_labelinghttps://en.wikipedia.org/wiki/Unit_loadhttps://en.wikipedia.org/wiki/Bill_of_ladinghttps://en.wikipedia.org/wiki/Bill_of_ladinghttps://en.wikipedia.org/w/index.php?title=Order_processing&action=edit
-
8/19/2019 SAP SD.docx
38/43
Picking5edit6
Piece Picking5edit6
Piece picking3 also known as broken case picking or pickpack operations3 describes systems w"ere
individual items are picked. Operations using piece picking typically "ave a large stock keeping unit3
or 2;e its all4 process t"at universally provides t"e most eicient operation. 2ome o
t"e actors t"at determine t"e speciic process low o a distribution center are:
• 9"e nature o t"e s"ipped product 1 s"ipping eggs and s"ipping s"irts can re/uire diering
ulillment processes
• 9"e nature o t"e orders 1 t"e number o diering items and /uantities o eac" item in orders
https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=2https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=3https://en.wikipedia.org/wiki/Stock_keeping_unithttps://en.wikipedia.org/wiki/Order_processing#cite_note-2https://en.wikipedia.org/wiki/Order_processing#cite_note-2https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=4https://en.wikipedia.org/wiki/Order_processing#cite_note-3https://en.wikipedia.org/wiki/Order_processing#cite_note-3https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=5https://en.wikipedia.org/wiki/Order_processing#cite_note-4https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=6https://en.wikipedia.org/w/index.php?title=Order_processing&action=edithttps://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=7https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=2https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=3https://en.wikipedia.org/wiki/Stock_keeping_unithttps://en.wikipedia.org/wiki/Order_processing#cite_note-2https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=4https://en.wikipedia.org/wiki/Order_processing#cite_note-3https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=5https://en.wikipedia.org/wiki/Order_processing#cite_note-4https://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=6https://en.wikipedia.org/w/index.php?title=Order_processing&action=edithttps://en.wikipedia.org/w/index.php?title=Order_processing&action=edit§ion=7
-
8/19/2019 SAP SD.docx
39/43
• 9"e nature o t"e s"ipping packaging 1 cases3 totes3 envelopes3 pallets can create process
variations
• 2"ipping costs 1 consolidation o orders3 s"ipping pre1sort can c"ange processing operations
• Availability and cost and productivity o workorce 1 can create trade1o decisions in
automation and manual processing operations
• 9imeliness o s"ipment windows 1 w"en s"ipments need to be completed based on carriers
can create processing variations
• Availability o capital ependiture dollars 1 inluence on manual verses automated process
decisions and longer term beneits
•?alue o product s"ipped 1 t"e ratio o t"e value o t"e s"ipped product and t"e order
ulillment cost
• 2easonality variations in outbound volume 1 amount and duration o seasonal peaks and
valleys o outbound volume
• Predictability o uture volume3 product and order proiles
• Predictability o distribution network 1 w"et"er or not t"e network itsel is going to c"ange
• Presence o small volume distribution
• @inimi>ation o s"ipping costs
9"is list is only a small sample o actors t"at can inluence t"e c"oice o a distribution centers
operational procedures. ecause eac" actor "as varying importance in eac" organi>ation t"e net
eect is t"at eac" organi>ation "as uni/ue processing re/uirements.
9"e eect o Blobali>ation "as immense impacts on muc" o t"e order ulillment but its impact is elt
mostly in transportation and distribution.
https://en.wikipedia.org/wiki/Productivityhttps://en.wikipedia.org/wiki/Productivityhttps://en.wikipedia.org/wiki/Timelinesshttps://en.wikipedia.org/wiki/Seasonalityhttps://en.wikipedia.org/wiki/Seasonalityhttps://en.wikipedia.org/wiki/Globalizationhttps://en.wikipedia.org/wiki/Productivityhttps://en.wikipedia.org/wiki/Timelinesshttps://en.wikipedia.org/wiki/Seasonalityhttps://en.wikipedia.org/wiki/Globalization
-
8/19/2019 SAP SD.docx
40/43
-
8/19/2019 SAP SD.docx
41/43
-
8/19/2019 SAP SD.docx
42/43
-
8/19/2019 SAP SD.docx
43/43