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Transcript of sap-sd master data complete configuration & customization pricing procedure master data is required
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Unit 15
Sales and Distribution (SD)
- Master Data -
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2
Business Process Integration
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Master Data
Master data is relatively fixed
Material Master Data
Customer Master Data
General Ledger Master Data
Before making the Master Data
configurations, you must have completely
defined the organizational structures
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R/3
FIFinancial
Accounting
COControlling
PSProject
SystemWFWorkflow
ISIndustry
Solutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProduction
Planning
QMQuality
Mgmt.PMPlant Maintenance
SMServiceMgmt.
Client / Server
Integrated Business
Solution
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD)
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Master Data Core Elements
Material
Customer
Pricing
Master
Data
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Material Master Sales Views
Sales: sales org. 1
Sales: sales org 2
Sales: general/plant Foreign trade export
Sales: textBarrel Pen
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Material Master
Sales: Sales Org. 1 View
General Data Base Unit of Measure
The Base Unit of Measure is the unit of measure in which stocks aremanaged within your company.
Division
You may enter the Division which your product is in for sales (defaults ifentered in the Basic data screen).
Material Group A key thats used to group several materials or services for
analysis/reporting as well as search by match code.
Sales Unit The unit of measure in which the material is sold, if left blank then uses
the base unit of measure.
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Material Master
Sales: Sales Org. 1 View (continued)
Delivering Plant
Plant from which the material is available for sale.
Cash discount
Indicator used for materials, which allow for a cash discount.
Conditions
Pricing procedure for the material
Tax Data
Tax classification material The indicator with which the system determines output tax
for the material when processing sales and distribution-specific documents
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Material Master
Sales: Sales Org. 1 View (continued)
Quantity Stipulations Minimum Order Quantity
Minimum quantity a customer may order.
Minimum Delivery Quantity Minimum quantity that may be delivered to acustomer
Delivery Unit The delivery unit consists of a number and a unit of
measure. In the case of a delivery unit of 30 pieces,30, 60, 90, and so on pieces can be delivered, but not,however, 100 pieces.
M i l M
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Material Master
Sales: Sales Org. 2 View
Grouping Terms Material Statistics Group
Determine which data the system updates in thelogistics information system
Material Pricing Group A way of grouping materials to which you want to apply
the same conditions
Volume Rebate Group Group definition used for rebate settlement.
General Item Category Group Materials grouping that helps the system to determine
item categories during sales document processing.
M i l M
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Material Master
Sales: Sales Org. 2 View (continued)
Grouping Terms Item Category Group
A grouping of materials that the system uses todetermine item categories during the processing of
sales documents. Commission Group
Commission group to which the material is assigned.
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Material Master
Sales: General/Plant View
General Data Base unit
The unit of measure in which items are managed inthe company
Gross weight Used to check storage capacity in warehouse
Net weight Weight excluding packaging and extras this is
needed for sales and distribution
Avail. Check Option to do an availability check for orders and MRP
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Sales: General/Plant View
(continued)
Shipping Data (times in days) Transportation Group
Group materials that have the same transportationrequirements. For example, bulk stock materials
Loading Group Loading groups define materials that have the same
loading requirements, such as forklift truck, or crane.
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Material Master
Sales: General/Plant View (continued)
Packaging Material Data Material group Pack Materials
Materials that require similar packaging materials
General Plant Parameters Negative stock
Indicates if negative stocks of the material are allowedat the plant
Profit Center Identifies the profit center in the current controlling
area
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Material Master
Sales: Sales Texts View
Sales Texts Exchange of information throughout the logistics
chain
In sales and distribution, this exchange ofinformation is supported by texts in masterrecords and documents
You can define as many text types as you require(sales texts, shipping texts, internal notes,
supplement texts etc.) for master records anddocuments
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127. Create Sales Views for Trading Goods
128. Create Sales Revenue Account
129. Create Sales Revenue Deduction Account
Unit 15, Group 1 Exercises
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Master Data Core Elements
Material
Customer
Pricing
Master
Data
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Customer Master
Customer Master Data
is created by Sales
Area
Sales Organization Distribution Channel
Division
US Sales
S000
Distribution
Channel - REDivision - 01
Sales Area
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Customer Master - (continued)
Customer 43
General Data
Company Code DataFinancial Accounting (FI)
Sales Data
Sales and Distribution (SD)
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Customer Master
A master record must be created for everycustomer
General data, Company Code data (Financial
Accounting - FI), and Sales Org. data (Salesand Distribution - SD)
Sales Org. data
SalesShipping
Billing
Partner Usage
Company Code data
Account MgmtPayment
transactions
Correspondence
General data
AddressControl data
Payment
transactions
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General Data Address
Address
Customer Name
Search Term
Street address
City, Region Postal code
Country
Communication
Language
Telephone, Fax, E-Mail
Customer Master
General Data Address
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Customer Master
General Data Control Data
Account Control Vendor Authorization Trading partner Group key
Tax Information Tax codes Fiscal address Country code City code
Reference Data / Area
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Customer MasterGeneral Data Payment Transactions
Bank Details Country
Bank Key
Account holder Bank Account
Control Key
Collection
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Customer MasterGeneral Data Marketing
Classification Nielsen ID Customer classification Industry Industry codes
Operating Figures Annual sales Number of employees Fiscal year variant
Sales Prospecting Legal status
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Customer Master
General Data Unloading Point
Unloading Points Unloading point
Default
Calendar key Default Unloading Point
Goods receiving hours
C t M t
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Customer Master
General Data Foreign Trade
Export Data Country key TDO Date (Table of Denial Orders) SDN Date (Specially Designated Nationals)
Boycott Date Usage
Mainly civilian usage Mainly military usage
Classification Biochemical warfare Nuclear nonproliferation National security
C t M t
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Customer Master
General Data Contact Persons
Contact Person Name
First name
Department Function
C t M t
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Customer Master
Company Code Acct Information
Accounting Information Rec. Account Sort key Head office
Interest Calculation Interest indicator Interest cycle Interest calculation frequency in months Last interest run
Reference Data Previous account number Buying group
C t M t
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Customer Master
Company Code Payment Transactions
Payment Data Terms of Payment
Tolerance group
Automatic Payment Transactions Payment methods
Payment block
Alternative payer
Grouping key Lockbox
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Customer Master
Company Code Correspondence
Dunning Data Dunning procedure Dunning block Dunning recipient
Correspondence Accounting clerk Acct at customer Customer user
Payment Notices To Customer Sales Accounting Legal
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Customer Master
Company Code Insurance
Export Credit Insurance Policy Number
Institution Number
Amount Insure Valid Until
Lead Months
Deductible
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Customer Master
Sales and Distribution Sales
Sales Order Sales District Sales Office Sales Group Order Probability Item Proposal
Pricing / Statistics Price Group Customer Pricing Procedure Price List Type Customer Statistical Group
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Customer Master
Sales and Distribution Shipping Shipping
Delivery Priority Shipping Conditions Delivering Plant
Order Combination Partial Delivery
Complete Delivery Required By Law Partial Delivery per Item Max Part Deliveries Under/Over delivery Tolerances
General Transportation Data Transportation Zone
Customer Master
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Customer Master
Sales and Distribution Billing
Billing Section Subs. Invoice Processing Rebate Price Determination
Invoicing Dates Delivery and Payment Terms
Incoterms Payment Terms
Accounting Account Assignment Group Taxes
Tax Classification
Customer Master
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Customer Master
Sales and Distribution Partner Functions
Partner Functions Partner Function (PF) Number Partner Description
Sample Listing of Partner Functions Types SP Sold-to-party BP Bill-to-party PY Payer SH Ship-to-party
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Business Partners
Defines all of the parties involved in a businesstransaction
Differentiates between their roles
Customer Carrier
Employees
Etc.
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Business Partners
The system will automatically assign a businesspartner to the customer master and to anytransaction
There are four default business partner
Sold-to Ship-to Bill-to Payer
They may be the same or different. More business partners can be added to carry out
additional business transactions
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Customer Account Group
Customer masters are assigned to a customer
account group
Through field status maintenance, account
groups can be setup for one-time customers,
regional customers, internal
The customer account group controls both
type and number range assignment for
customers
ld
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Field Status
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
Business Partners
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Business Partners
Sold-to Party
Customer who orders Can default for all partner
functions sold-to, ship-
to, payer, bill-to Primary type of business
partner Independent and cannot
be linked to other sold-topartners
Sold-to
Ship-to
Bill-to
Payer
Business Partners
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Business PartnersShip-to Party
Receive delivery
Can be linked to morethan one sold-to
address
Sold-to
Ship-to
Bill-to
Payer
Business Partners
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Business PartnersBill-to Party
Partner who is deliveredthe invoice
Can be linked to more
than one sold-toaddress
Sold-to
Ship-to
Bill-to
Payer
Business Partners
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Business Partners
Payer
Partner who pays the bill
Can be linked to morethan one sold-to address
Sold-to
Ship-to
Bill-to
Payer
Single and Multiple
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Single and MultipleShip-to Parties
Single ship-to
Multiple ship-tos
Single payer
Payer: 10Bill-to: 10Ship-to: 10
Sold-to: 10
Payer: 10Bill-to: 10Ship-to: 10
Sold-to: 10
Ship-to: 11
B i P t
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Business Partners
Sold-to
Bill-to
Payer
Ship-to
Ship-to
Ship-to
Ship-to
Ship-to
Ship-to
Sold-to
U it 15 G 2 E i
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130. Review Sold-to, Ship-to, and Bill-to Account Groups
131. Create Customer
132. Create Ship-to Party
133. Assign Ship-to Party to Customer
Unit 15, Group 2 Exercises