The Sales Order Process in SAP ERP
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04/10/23 1
The Sales Order Process in ERP ….integrating people and technology
Author: Tom Matys
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Why Marketing & Sales (M/S)?
Companies must stay competitive! They can never claim that they’ve reached their destination.
We’re Here!
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Overall Business Functions
Marketing & Sales (M/S): Takes Orders
Supply Chain Management (SCM): Assembles (Production/Inventory/Warehouse)
Account & Finance (A/F): Invoices
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M/S & SD: Sales Order Process
The Sales & Distribution (SD) Module:• Pre-sales processes
Create Inquiry (Quotation) (Trigger)•Sales Order processing.
Create Sales Order •Shipping
Create Outbound Delivery Pick/Fulfill the Outbound Delivery Post Goods Issue (PGI) the
shipment/delivery•Invoicing
Create Invoice Collect Payment
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But, It’s All About the Integration, Right?
Human ERP Integration: M/S employees are responsible for triggering the electronic/technical process in an ERP system. Also, for communicating with SCM and FI Departments when needed.
Technical ERP Integration: SD is the SAP module (logic) that executes in the background and streamlines information with SCM (Supply Chain Management) and FI (Finance) modules.
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SD Integrates with FI (Finance)
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SD Integrates with MM(Materials Management)
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Sales Orders are Created By Organizations
• Sales OrganizationThe sales organization represents the selling unit in the legal sense. It is
responsible for example for product liability and other rights of recourse; customer deliveries; business partner contacts; and direct mailing campaigns. It also helps you to offset business operations internally.
The highest hierarchy in the organizational structure
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Sales Orders are Created By Organizations
• Distribution ChannelDefinition: The distribution channel is the channel throughWhich products reach the customer.Use: Each distribution channel is assigned to a sales org.
Is second in the hierarchy of the organizationalStructure, beneath the sales org.
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Sales Orders are Created By Organizations
• Sales Division Definition: You can use divisions to organize materials or services, for example to form product groups or lines.
Is third in the hierarchy of the organizational Structure, beneath the sales org. and Distribution Channel.
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Other Sales Order Input
Sold To Party: A business partner to whom you sell a product. To access the business partner master, on the SAP Easy Access screen, choose Master Data Business Partners Display Business Partners.
• Purchase Order Number: A purchase order is an official and binding document issued to a vendor authorizing the expenditure of funds for goods and services. Transaction ME23N.
• Required Delivery Date: The date that the customer expects the product.
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Master Data in SDMaster data is information that is key to the operation of a business. It is the primary focus of the IT discipline of Master Data Management(MDM). This key business information may include data about customers, products, employees, materials, suppliers, and the like.
Using transaction SE16 you can view the following Master Data Tables in SAP ERP:Vendor Master Data: LFA1Customer Master Data: KNA1Material Master Data: MARA
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Customer Order Process
InquirySalesOrder
1 2
AvailabilityPricing
Sales andDistribution
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Customer Order Process
DeliverySalesOrder
3
5Pick
MaterialsManagement
Goods Issue
Delivery
4
Delivery
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Customer Order Process
Invoice
6 7
Sales andDistribution
AccountsReceivable
Delivery
Receivable
Post
Receivable
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Debugging ToolsDocument Flow
Gives Order Process Status
List of Sales Orders (VA05)Tool to Find Order
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Steps in Sales Process
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List of Sales Orders (VA05)
Specify Organizational Data
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Search by Organizational Data
Enter student’s Sales Organization (##FS)
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Execute List Report
Click enter to generate list
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Display Orders
Identify order(s) created by studentSelect students orderSelect Document flow
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Determine Status
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Process Example
Trigger: Create Sales Inquiry (Quote)
Create Sales Order
Create Delivery
Pick the quantity needed for the delivery
Create Goods Issue for Shipment Create Customer Invoice
Customer Payment Receipt
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Sales & Distribution (SD) Module
M/SStop Here
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Remember….
• Wherever you see XX or 00 (Your USER ID)
• A deduction of 10% of the lab grade points will be deducted from the lab if your user ID is rejected due to too many log on attempts
If you log on once and it does not work, then find your password that was written down to confirm it, and look at all of the input fields to make sure that they are correctly entered….before you try a second attempt. If your second attempt fails, call the instructor before trying a third time.
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