Special Functions in SD

SAP SD Overview Training

Level 1

Nexus System Resources

Course Contents

Enterprise Structures in Sales and Distribution

Master Data in Sales and Distribution Overview of Sales Processes

Special Functions for Sales Processes

Complains Processes

Report and Sales Information System

Preface


Special Functions


Unit Objectives

• Understand and explain the special functions for

sales and distribution such as

Item Proposal

Material Determination

Material Listing / Exclusion

Others Document Processes


Proposing Items Using Item Proposal

Item Proposal : 5000002 Validity period : 01/01-12/31 Search Term : SD Item proposal Item Material Qty 10 M01 40 20 M02 50 30 M03 20

Sold-to Party : ABC

Item Material Qty

10 M01 40

20 M02 50

30 M03 20

Sales Order Match Code

Material or

material + quantities


Material Determination

Material

Item Material

10 M75

M01

Material

M01 M75

Sales Order Material Determination

Substitution With


Material Listing

Sold-to party : S02

Payer : P01

Item Material

10 M4711

20 M4712

30 M4713

Payer P01

Sold-to party S01 Sold-to party S02

Sales order Customer Material

S01 M4711

S01 M4712

P01 M4711

P01 M4713

Sold-to party : S01

Payer : P01

Item Material

10 M4711

20 M4713

30 M4714

Sales order

Material Listing


Material Exclusion

Sold-to party : S02

Payer : P01

Item Material

10 M4711

20 M4712

30 M4713

Payer P01


Sales order Customer Material

S01 M4711

S01 M4712

P01 M4711

P01 M4713

Sold-to party : S01

Payer : P01

Item Material

10 M4711

20 M4713

30 M4714

Sales order

Material Exclusion


Material Exclusion

Sold-to party : S02

Payer : P01

Item Material

10 M4711

20 M4712

30 M4713

Payer P01


Sales order

Customer Material

S01 M4711

S01 M4712

P01 M4711

P01 M4713

Sold-to party : S01

Payer : P01

Item Material

10 M4711

20 M4713

30 M4714

Sales order

Material Exclusion


Free Goods

Inclusive Exclusive

Sales Order

MAT A 10 EA

+

Sales Order

MAT A 10 EA

MAT B 2 EA

+


Free Goods – Con’t

Sales Delivery Billing

Invoice

M01 10 EA 100 THB

M02 1 EA 0 THB

Total 100 THB VAT 7 THB

Account Determination

Post GI

Dr. COGS XXXX

Cr. FG – M01 XXXX

FG – M02 XXXX

Invoice

Dr. A/R XXXX

Sales Deduction XXXX

Cr. Sales Rev. XXXX

Sales Rev. XXXX Output Tax XXXX

Free Good with Discount 100 %


Free Goods – Con’t


Invoice

M01 10 EA 100 THB

M02 1 EA 0 THB



Post GI

Dr. COGS XXXX

Cr. FG – M01 XXXX

FG – M02 XXXX

Invoice

Dr. A/R XXXX

Cr. Sales Rev. XXXX Output Tax XXXX

Free Good – No Pricing


Free of Charge Processes


FOC Invoice

M01 10 EA 100 THB



Post GI

Dr. R&D Exp. XXXX

Cr. FG XXXX

Invoice

Dr. Expense-Abs. XXXX

Abs-Output Tax XXXX

Cr. Expense XXXX Output Tax XXXX


Scheduling agreement

Sold-to party : C01

Valid from : 01.01

to : 12.31

Pricing

Tax determination

Payer . . .

Item1 M01 100

D 020594 10

W 2094 10

M 0694 60

Pricing

Tax determination . . .

Shipping data

D = Day

W = Week

M = Month


Delivering a Scheduling Agreement

Scheduling

agreement

Deliveries

Deliveries

Deliveries

1.4.95

1.6.95


Contract

Sold-to party : C01

Valid from : 01.01

to : 12.31

Item

10

20

Material

M01

M02

Quantity

100

200

Pricing

Tax determination

Payment . . .

Pricing

Tax determination . . .


Releasing a Contract

Release order

Release order

Release order

Contract

Deliveries

Deliveries

Deliveries

Update released quantities


Cash Sales

Sales order 2319

Sold-to party: C1

Delivery 80000397

Ship-to party: C1

Billing doc. 90000071

Payer: C1

Item Matl Qty

10 M1 20 pc 20 M4 10 pc

Item Matl Qty

10 M1 20 pc 20 M4 10 pc

Item Matl Qty

10 M1 20 pc 20 M4 10 pc

Created automatically Created through

Standard processing

Invoice Post to Accounting

Output


Rush Order

Sales order 2319

Sold-to party: C1

Delivery 80000397

Ship-to party: C1

Billing doc. 90000071

Payer: C1

Item Matl Qty

10 M1 20 pc 20 M4 10 pc

Item Matl Qty

10 M1 20 pc 20 M4 10 pc

Item Matl Qty

10 M1 20 pc 20 M4 10 pc

Created automatically Created through

Standard processing

Invoice

Post to Accounting


Down Payment

S/O D/O Billing

Billing Plan

Mat A 1,000 THB

01/2003 10 % 02/2003 20 %

Dr. D/P Request 107

Dr. Bank 107

Output Tax Clearing 7

Cr. D/P Sales 107 Output Tax 7

Billing Plan

Mat A 1,000 THB

01/2003 10 % 02/2003 20 %

Dr. A/R 1,070

Cr. Sales Rev 1,000

Output Tax 70

Dr. D/P Sales 107

Output Tax 7

Cr. A/R 107 Output Tax Clearing 7


Credit Limit Check

Sold-to party : C1

Payer : P1

Net value : 100.00

Item Material Value

10 M1 70.00

20 M2 30.00

The credit limit has been

exceeded by $80.00

Sales document

Credit limit : 10,000

Open items : 9,980

P1


Credit Management

Sales and distribution,

Financial accounting

Credit management

Mail Box

Blocked orders

09998 Smith 4,000.00 USD

10001 Murray 20,000.00 USD

Clearing and release

Creates sales order

Sales orders 1001

Murry

20,000.00 USD

Create material requirements

Delivery due index

Shipping, Billing

Incoming payments

Definition of credit data

for customer

Customer Murray

Medium risk

Credit limit 100,000.00 USD

Credit limit exceeded

R/Mail credit clerk

Order blocked

Credit information system

Customer contacted

Order released


Data in Credit Control Area

Customer: TILIA Corp.

Total limit: 100,000

Max. individ. Limit 70,000

Currency: USD


CCA: USA

Limit 50,000

Currency: USD


CCA: Germany

Limit 60,000

Currency: DEM

30,000 DEM = 20,000 USD

50,000 USD

40,000 USD

90,000 USD

Max. individual limit ok

Total limit ok

Central data

Data per CCA


When to Carry Out Credit Control Checks

Order

Credit status: Blocked Credit control

Delivery

Credit status: Blocked

Goods issue

Credit control

Credit control


Subsequent Functions for Orders

Credit status: Blocked B

SP: Tilia Corp.

Order

Issue order

acknowledgment

Confirm quantity

for availability

check

Send purchase

requisition to

Purchasing

Generate

shipping due

list

Delivery

B

B

B

B

B


Subsequent Functions for a Delivery

B

Credit status: Blocked B

SH: Tilia Corp.

Delivery

Print delivery

note

Pick Pack

Goods issue

B

B B

Special Functions in SD

Documents

Transcript of Special Functions in SD