SD Flow Document 1 - Enterprise Structure

8/4/2019 SD Flow Document 1 - Enterprise Structure

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Enterprise Structure

Company CodeA complete Accounting unit can be representing as the smallest organizational unit of external accounting.

At Company Code level we create• Balance sheet required by law

• Profit and Loss statement.

Each company code represents an independent accounting unit. Several company codes can use same chart of account.

Assignment • Company code to company

• Company code to Credit control area

• Company code to Controlling area

• Company code to financial management area




Sales Organization

• The highest-level of organizational unit in SD is Sales Organization. Sales organization assigned to a company code.

• Responsible for Distributing goods & services, Negotiation sales conditions, Product liability.

• Sales organization is also used to take for example a regional, national or international.

IMG➢ Enterprise Structure➢ Definition➢ Sales And Distribution➢ Define Sales Organization.

5. Sales Org. Calendar - Enter the factory calendar for your sales organization. A factory calendar in SAP SD defines the working and nonworkingdays for your plant/factory/country setup and controls the shipping and billing activities.

6. Rebate Proc. Active - Select this checkbox when you want to activate rebate processing for your sales organization.

IMG➢ Enterprise Structure➢ Assignments➢ Sales And Distribution➢ Assign Sales Organization To Company Code

Distribution Channel

• Distribution Channel represents strategies to distribute goods and services to customer.

• Distribution Channel is assigned to a sales organization. The assignment is not unique.

• Customer Master Data , Sales Master Data , Condition Master - DC specific

1. Statistics Currency

2. Content for form text modules - Address Text Name,

Letter Header Text, Footer Lines Text, Greeting Text

Name , Text SDS Sender

User first creates & maintains the text module usingtransaction code SO10 and then assigns the text modules

to their respective positions in the sales organization

customization screen.

3. RefSorg SalesDoc Type - If sales organization is created by

copying from an existing sales organization, this field will

automatically get populated with the source sales

organization number from which you copied.

4. Cust. Inter-co. Bill. - Enter the intercompany customer

number for your sales organization.




IMG➢ Enterprise Structure➢ Definition➢ Sales And Distribution➢ Define Distribution Channel

IMG➢ Enterprise Structure➢ Assignments➢

Sales And Distribution➢

Assign Distribution Channel To Sales Organization

Division

• Division is used to group material and services. A material can have only one Division.

• User can use cross division to enter multiple materials with various divisions in a sales order.

• User can choose division specific sales, it is controlled by customizing for sales document type.

• Customer Material Info Record - Division Specific

Common Distribution Channel / Division

You can share Customer, Material and Condition master data by maintaining a reference/common Distribution Channel.

IMG➢ Sales And Distribution➢Master Data➢ Define Common Distribution Channel

IMG➢ Sales And Distribution➢Master Data➢ Define Common Division

You can share Customer, Customer Material Info Record and Condition master data by maintaining a reference/common

Division.




Sales Area• A sales area can belong to only one company code. Assign the sales organization to company code.

• Each sales and distribution document is assigned to exactly one sales area. This assignment cannot be changed.

• Various master data depending on the sales area, for example

o Customer master data,

o Material master data,

o Price and discount.

IMG➢ Enterprise Structure➢ Assignment ➢ Sales and Distribution➢ Set up Sales Area

Maintain Sales OfficeIMG➢ Enterprise Structure➢Definition➢ Sales And Distribution➢Maintain Sales Office

IMG➢Enterprise Structure➢ Assignment ➢ Sales And Distribution➢ Assign Sales Office to Sales Area

Maintain Sales OfficeIMG➢ Enterprise Structure➢ Definition➢ Sales And Distribution➢Maintain Sales Group




IMG➢ Enterprise Structure➢Assignment ➢ Sales And Distribution➢ Assign Sales Group To Sales Office.

Business area• The Business Area is a separate business unit for which internal reporting can be carried out. A company code may be

divided into multiple business areas. A business area may also be shared by several company codes.

• Business area is not limited by company codes. For this reason, the business areas in all company codes must have the

same description. Using organizational unit is optional.

• Business area can be used to prepare balance sheets and profit and loss statements not only for company code, but also for

other internal areas (E.g., division-related).

• The relevant business area is determined for each order item according to defined rule.

• Rules for Business area determination : -

Define Plant – OX10IMG➢ Enterprise Structure➢ Definition➢ Logistics General➢ Define, Copy, Delete, Check Plant ➢ Define Plant

Assign Plant to Company Code–

OX18IMG➢ Enterprise Structure➢ Assignment➢ Logistics General➢ Assign Plant To Company Code.

1. Tax Jurisdiction - This field captures the tax

jurisdiction code for plant for the purpose of tax

2. Factory Calendar - The value in this field

represents the operational factory calendar for

the plant. A factory calendar sets the

working/nonworking days for a plant.

3. Inventory valuation is done either at company

code level or Plant level; however the stock is

managed at Storage location level.

4. Delivering plant assigned to Combination of Sales

organization and Distribution channel.

5. A plant is essential for determine the Shipping

Point.

6. In absence of a Delivering plant determination

there can be no automatic determining of

shipping point or automatic tax determination,

no availability check can be carried out and no

outbound delivery can be set up.




Assign Plant to Sales Org and Distribution Channel – OVX6NIf this setting is missed, user will not be able to create an order in SAP

Plant determination1. Pick from Customer Master Info record

2. Not found then , Pick from Ship-To-Party

3. Not found then, pick from Material Master.

Define Storage Location – OX09IMG➢ Enterprise Structure➢ Definition➢Materials Management➢Maintain Storage Location

Shipping Conditions Determination

IMG➢ Logistics Execution➢Shipping➢ Basic Shipping Functions➢ Shipping Point And Goods Receiving Point Determination➢ Define Shipping Conditions.

1. Storage location is stock location inside Plant.

2. Storage location is always set up with respect to a

plant.

User can assign a shipping condition to a sales document type and overrule the value

coming from the customer master.




IMG➢ Logistics Execution➢ Shipping➢ Basic Shipping Functions➢ Shipping Point And Goods Receiving Point Determination➢

Define Shipping Conditions By Sales Document Types.

Loading GroupGrouping of materials with same loading requirement

IMG➢ Logistics Execution➢ Shipping➢ Basic Shipping Functions➢

Shipping Point And Goods Receiving Point Determination➢ Define Loading Group.

Assign this loading group in Material Master – Sales: General Plant

Define Shipping Point – OVXD• Shipping Point highest organizational unit in Shipping. A shipping point is under client level.

• A shipping point assigned to a Plant. A Shipping point can be assigned to multiple plants. Various Shipping point can beassigned to same plant.

• The Shipping point can be a loading ramp, a mail depot or a rail depot. It can also be a group of employees responsible

only for organizing urgent deliveries.

• The shipping point is responsible for processing shipping. Each Outbound Delivery is processed by exactly one shipping

point.

• The shipping point is normally determined automatically (At item level) for each item in the sales document. The

automatic default value can be later changed manually in sales order if we have planned for a different shipping point. We

can change shipping point in delivery document only at initial create screen before saving the delivery document.

• Shipping point determination based on these combinations.

o Delivering Plant

o Shipping condition- Sales document type OR Customer master data-Sold to Party (Shipping Tab Page)

Shipping condition from sales document type has precedence over that from customer master.

o Loading group-Material master data (Sales: Gen/plant)• Shipping Point and Route determination happen on GR/GI




IMG➢ Enterprise Structure➢ Definition➢ Logistics Execution➢Define, Copy, Delete, Check Shipping Point➢

3. Determine Pick/Pack Time - This field helps determine the time taken for picking/packing the goods.

a. A - Route-dependent

b. B - Route independent pick/pack time determination.

c. C - SAP will pick the time you defined in the Pick/Pack Time Wrkdys field.

d. Blank - Do not determine loading time.

4. Form Text Names - Enter text that appears frequently on various shipping outputs. You maintain this text using

transaction code SO10.

5. Print Picking List -It controls the output processing for picking lists.

6. Background Processing - Selecting the Displ.info field check box will help display information messages in addition to

error Messages in the delivery due list processing log.

7. Others - The Pick Confirmation field controls picking confirmation’s applicability for shipping point. This is applicable only

where you don’t use MM–WM transfer orders to perform picking.

a. A - If user wants make confirmation compulsory for all the items processed via this shipping point.

Assign Shipping Point to Plant - OVXC

IMG➢ Enterprise Structure➢Assignment➢ Logistics Execution➢ Assign Shipping Point To Plant

A shipping point represents the

organizational entity where the deliveries

are processed.

Each plant needs to have at least one

shipping point from where the deliveries

pertaining to that plant can be processed.You cannot create and process a delivery in

SAP without a shipping point.

1. Times - Factory Calendar and Working

Times fields - User can set up the

working days and working hours for

your shipping point.

2. Determine Load. Time - This field helps

determine the time taken for loading

the goods.

a. A - Route-dependent

b. B - Route-independent loadingtime determination

c. C - SAP will pick the loading

time user defined for the

Loadin Time w.Da s field.




Shipping Point Determination

IMG➢ Logistics Execution➢ Shipping➢ Basic Shipping Functions➢ Shipping Point And Goods Receiving Point

Determination➢ Assign Shipping Points.

IMG➢ Logistics Execution➢Shipping➢ Basic Shipping Functions➢ Shipping Point And Goods Receiving Point

Determination➢ Set Up Storage Location–Dependent Shipping Point Determination.

Define Rule for Determination of Shipping Point

Assign Shipping Points According to Storage Location

Define Scheduling for shipping Point

Details: -




Define Loading Point – OVX7IMG➢ Enterprise Structure➢ Definition➢Logistics Execution➢Maintain Loading Point

Define Transportation Planning Point - OVXTIMG➢ Enterprise Structure➢Definition➢ Logistics Execution➢Maintain Transportation Planning Point

A transportation planning point is the organizational unit that manages transportation- related activities. The shipment

documents are assigned to specific transportation planning point

Define Calendar

(Client independent settings)

TCODE - SCAL, IMG➢ SAP NetWeaver➢

General Settings➢Maintain Calendar

Loading Point is optional.

Loading Point is sub-division of Shipping Point .

User can divide a shipping point into multiple

loading points

Loading Point is always set up with respect to a

Shipping Point




WareHouseWarehouse having following organizational units for efficient processing of goods receipt and goods issue.

• Warehouse Number: The entire warehouse structure is managed under one warehouse Number. This number

represents the warehouse complex.

o Warehouse Number assigned to a combination of Plant and storage location.

o You can group Transfer Order based on warehouse number

• Storage Type: The different warehouse areas, which differ with respect to their organizational and technical features,

are defined as storage types (for example-high-rack warehouse with random storage, picking warehouse with fixed

bins, or shipping area).

• Picking area: Below the storage Type level, The Picking area group together storage bins from a picking point of view.

• A delivery can be split up into different picking areas to make parallel picking possible.

• Staging area: The staging area is a part of the warehouse where goods are stored immediately after unloading or

shortly before loading.

• Door: A Door can be used for both the inbound and outbound delivery of goods.

Door determination takes place at the delivery header level. Staging area determination can take place at the delivery header

level and item level. Different staging area at the delivery item level lead to a transfer order split because the staging area is a

header level in the Transfer Order.)

The connection of the organizational unit in the warehouse to MM Inventory Management results from the Assignment of

Warehouse No. to a combination of plant and storage location.

You can Group Transfer order based on the warehouse number.

Route Determination

Route determination is carried out in sales order item and depends on:

Departure zone - Shipping point (customizing)

Shipping condition - Sales document type or sold to party

Transportation zone - Ship to party (shipping tab)

Transportation group - Material master (general/plant)

In the order item, you can manually overwrite the route that is determined.

You can re-determine the route in the outbound delivery based on the weight (weight group). Whether the route is re-

determined depends on the configuration of the delivery type.




Defining Modes of Transport

IMG➢ Logistics Execution➢ Shipping➢ Basic Shipping Functions➢ Routes➢ Define Routes➢ Define Modes Of Transport

Defining Shipping Types

IMG➢ Logistics Execution➢ Shipping➢ Basic Shipping Functions➢ Routes➢ Define Routes➢ Define Shipping Types

Setting Up Transportation Connection Points

IMG➢ Logistics Execution➢ Shipping➢ Basic Shipping Functions➢ Routes➢ Define Routes➢ Define Transportation

Connection Points.

Defining Transportation Zones

IMG➢ Logistics Execution➢ Shipping➢ Basic Shipping Functions➢ Routes➢ Route Determination➢ Define

Transportation Zones.

Define the transportation zones to specify all the regions that you plan to cover with your routes.

Creating Transportation Groups

IMG➢ Logistics Execution➢ Shipping➢ Basic Shipping Functions➢Routes➢ Route Determination➢ Define

Transportation Groups.

A transportation group combines all materials that share the same transportation requirements.




Setting Up Weight Groups

IMG➢Logistics Execution➢ Shipping➢ Basic Shipping Functions➢ Routes➢ RouteDetermination➢ Define Weight

Groups.

If the exact weight of the delivery plays a role in route determination in your organization, you can set up weight groups

Defining Routes

IMG➢ Logistics Execution➢ Shipping➢Basic Shipping Functions➢ Routes➢ Define Routes➢ Define Routes And Stages

Determining Routes

IMG➢ Logistics Execution➢Shipping➢ Basic Shipping Functions➢ Routes➢ Route Determination➢Maintain Route

Determination.

Automatic route determination is based on the following factors:

Country/departure zone (picked up from the address of shipping point)

Country/destination zone of the recipient (from the ship-to party address)

Shipping condition

Transportation group (from the material master)




IMG➢ Logistics Execution➢Shipping➢ Basic Shipping Functions➢ Routes➢ Route Determination➢Define New Route

Determination by Delivery Type.

Lean WM

Assign Warehouse to Plant / Storage Location

Activate Warehouse




Define Staging Area

Determine Staging Area by Ship To Party

SD Flow Document 1 - Enterprise Structure

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