Lesson 6 Sd Full

7/26/2019 Lesson 6 Sd Full

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Sales and distr ibut ion

OVERVIEW


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AGENDA : SD sessions

SD Overview organizational entities

Order entry flow

Break

Distribution flow

Billing and reporting

End


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Organizational enti ties

SHIPPING POINT A

COMPANYCODE

PLANT 1

SHIPPING POINT B

SHIPPING POINT C

SALES

ORGANISATIONPLANT 2

SHIPPING POINT D

SHIPPING POINT E

PLANT 3

SHIPPING POINT F

STORAGE

LOCATION X

STORAGE

LOCATION Z


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Organizational enti ties

Company code

Independant accounting unitLegal entity

Sales organisation

Responsible for distributing goods and services

Responsible for negotiating sales conditions

Plant

Produces goods, renders services, or makes goods available for distribution

Storage location

Place where stock is physically kept within a plant

Shipping point

Fix location that carries out shipping activities


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Order entry flow

Break

Distribution flowBilling and reporting

End


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Overview processes in sales and distr ibution

SALES

Debit memo request Order Returns Credit memo request

SHIPPING

Delivery Returns Delivery

Goods Issue

Shipment

BILLING

Debit memo Invoice Credit memo

FIN. ACCOUNTING - CONTROLLING Material Stock Account

P

R

OD

U

C

T

I

O

N

P

L

A

N

N

I

N

G Accounts receivable

M

A

T

E

R

I

A

L

S

M

A

N

A

G

E

M

E

N

T


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Sales order entry

Sales order creation based on master data

Customer

Material see further for details

Prices

During creation, you have to enter

Sales organisation

Customer

Material and quantity

Delivery date

and the rest is determined automatically in background


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Sales order entry: background

Credit check Warning / block order

Automatic pricing

Availability control

Creation documents (output) Order confirmation

Use of texts from customer / material

Incompletion check payment terms

pricing

Taxes


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Sales order entry : availabil i ty check

ATP


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Sales order entry: header and item

customer

materials

Customer material number


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Sales order entry: pricing

Price is determined automatically


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Sales order entry: order conf irmation

Delivery address

Article details Price details


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Overview processes in sales and distr ibution

SALES

Debit memo request Order Returns Credit memo request

SHIPPING

Delivery Returns Delivery

Goods Issue

Shipment

BILLING

Debit memo Invoice Credit memo

FIN. ACCOUNTING - CONTROLLING Material Stock Account

P

R

O

D

U

C

T

I

O

N

P

L

A

N

N

I

N

G Accounts receivable

M

A

T

E

R

I

A

L

S

M

A

N

A

G

E

M

E

N

T


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Delivery-Shipping Processing Overview

Goods issue Delivery note

Sales

order

Picking

Update stock

Post general ledger

Delivery

Create

delivery

Picking listSales order


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Delivery creation

Checking list: for which orders deliveries need to be created to

deliver goods in time

No more extra data need to be enteredautomatic creation

Picking list is printed automatically:

When to get the goods and how much

Add name of carrier and license number

Add number and type of pallets


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Output picking list

Name of carrierLicense number

Loading date

Materials

Pallets


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Administrative update delivery

Enter picking details in SAP

Post goods issue


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Goods issue for deliver ies

Posting goods issue:

automatically adapts stocklevels

automatically adapts stockaccounts

updates the status in all relatedsales documents and in the

delivery document.

Reduces the requirements

automatically updates the billing

due list


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Order entry flow

Distribution flow

Billing and reporting


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Bil l ing: invoice creation


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I nvoice

Payment terms

Details delivered goods


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Document f low

Document flow of an order

Quotation

. Order

. . Delivery

. . . Invoice

. . Returns

. . . Returns delivery

. . . . Credit for returns

Returns

Order Delivery Invoice

Delivery Creditfor returns

Quotation

.

.

.


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Customer analyses

Sales org billed qty billed value

0800 500 3000

Customer billed qty billed value

BELLO 300 1800

DIA 200 1200

Customer BELLO

Month billed qty billed value

Feb 05 100 600

Mar 05 200 1200

Drill downby customer

Drill down

by period

Functions

-Drill down-Filters

-ABC Analysis

-Graphics

-

Additional

Information

-Material master

-Customer master

-Documents

Reporting: sales information system

and lots of other possibilities to report and analyse data


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Example flow in SAP

Master data

Intercompany flow

Transportation


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Sales order entry


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Sales order entry


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Sales order entry


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Sales order entry - pricing


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Delivery creation: batches per mater ial


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Delivery schedul ing


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Output delivery note


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Output invoice


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Example flow in SAP

Master data

Intercompany flow

Transportation

End

M t d t i


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Master data: overview

Customer master data

Material master data

Different price types

M t d t t b i t


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Master data customer: business partners

Different types of business partners

Sold-to party

Places the sales order

Ship-to party

Receives the goods

Bill-to party

Receives and verifies the invoices

PayerPays the invoices

M t d t t ki d f d t


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Master data customer: kind of data

General data

NameAddress

VAT number

Telephone number

Company code dataPayment terms

Reconciliation account

Sales area dataSales district

Customer group

Incoterms

Business partners

CustomerSales area data

CustomerCompany code data

Customer

General data

M t d t t i l


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Master data mater ial

Integrates data from

- Manufacturing

- Sales and distribution

- Purchasing

- Accounting

-


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M t d t l d


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Master data upload

Special templates for upload

Business partners

Prices

Scales for prices

Optional, mandatory and default fields

Certain checks already build in

Example: lenght postal code

Examples: see excel sheets


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Example flow in SAP

Master data

Intercompany flow

Transportation

I ntercompan


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I ntercompany

IC customer IC vendor

PurchaseOrder

10

20

Stock transport

Order (Planned order)

MRP

Delivery

Due List

E

A C D

B

Delivery

Transport planning

Picking

Goods issueE

A C D

B

Goods receipt

Invoice

receipt

EDIIC

Invoice


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Example flow in SAP

Master data

Intercompany flow

Transportation

End


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Transportation : Diagram (2)


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Order

Delivery

Invoice

Shipment

Shipment Cost

TransportConditions

Transp. Purch. Order TransportInvoices

SD

MM

TRANS


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Order

Delivery

Invoice

- Ship-to- Carrier

- Shipping point- Transport ID- Incoterm

Shipment

Inter Cust Intra Exw

Shipment Cost

Inter Cust Intra

TransportConditions

Transp. Purch. Order

Inter Cust Intra

TransportInvoices

SD

MM

TRANS


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Transportation : Transport conditions


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Transportation : Transport conditions

Transportation : Follow up


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Transportation : Follow up

Daily follow up control reports:

all deliveries in a shipment?

all shipments costed?

shipment cost correctnessshipment cost transfer

provisioned transport costs vs received invoices

Manual creation/modification possible

Quest ions


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Quest ions


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Lesson 6 Sd Full

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Transcript of Lesson 6 Sd Full