Sales and Distribution (SD)

Sales and Distribution (SD)

Overview
Overview
R/3
R/3
FI FI
Financial Financial
Accounting Accounting
CO CO
Controlling Controlling
PS PS
Project Project
System System
WF WF
Workflow Workflow
IS IS
Industry Industry
Solutions Solutions
MM MM
Materials Materials
Mgmt Mgmt
!R !R
!uman !uman
Resources Resources
S" S"
Sales $ Sales $
"istri%ution "istri%ution
PP PP
Production Production
Planning Planning
&M &M
&uality &uality
Management Management
PM PM
Plant Maintenance Plant Maintenance
SM SM
Ser'ice Ser'ice
Manage( Manage(
ment ment
Integrated Solution Integrated Solution
Client / Ser'er Client / Ser'er
O)en Systems O)en Systems
*C *C
*nter)rise *nter)rise
Controlling Controlling
AM AM
Fi+ed Assets Fi+ed Assets
Mgmt Mgmt
SD

Mechanisms to execute the business

processes used in the selling, shipping
and billing of products and services

Tightly coupled data flow to the other SAP

modules !ntegration

"lexible and robust functionality that is

tailored through configuration
SD #omponents
Sales
Support
Master
Data
Shipping
Sales
Foreign
Trade
Billing
Sales
Info
System
Transportation
SD $verview Master Data

Detailed information about customers,

materials and business partners

"lexible data structures that support the

business environment

Speciali%ed master data to support sales

order processing
SD $verview , Sales Support

Provides the functionality to support the staff

involved in business development and customer
service processes

Primary functions
&
Sales Prospects
&
#ontact Persons
&
#ompetitors and #ompetitive Products
&
Sales Activities
&
Direct Mar'eting
SD $verview Sales

Primary base for

customer order
management

(ighly customi%able

Sophisticated pricing

!ntegrated ATP

!ntegrated credit
management

Sampling of functions
& !n)uiries * +uotes
& Sales $rders
& ,eturns
& #ontracts * Scheduling
Agreements
& #onsignment
& ,ush $rders * #ash Sales
& -ac' $rders * Subse)uent
Deliveries
& #redit * Debit Memo
,e)uests
SD $verview Shipping

Main functions
&
Pic'ing, Pac'ing * !nventory management
&
.enerate Shipping Documents

Transportation Management
&
,outes
&
Transportation Scheduling

Delivery Scheduling, ,eturns Deliveries *

Stoc' Transfer
SD $verview -illing

!nvoice .eneration automatic or

manual

#omprehensive set of billing functions

/in'ed documents e0g0 invoice * credit

memo

,eal1time integration with finance 2"!3

"ully integrated and comprehensive

pricing
SD $verview S ! S

"lexible tool that allows one to collect,

consolidate, and utili%e data from sales
and distribution processing

A component of the /ogistic !nformation

System 2/!S3
Transportation
Transportation
Foreign Trade
Foreign Trade
Sales & Distribution
Sales & Distribution
- Process Flow -
- Process Flow -
Supply #hain Process
Customer Order Picking
Goods Issue
Billing ccounts !ecei"a#le Final Payment
SAP Process Steps
$uotation
Sales
Order
Sales
Shipping
Deli"ery
%ote
Picking
Post Goods
Issue
Billing
Billing
FI
&!
Post
Incoming
Payment
Sales !n)uiry * +uotation

Support pre1sales processes

Are time sensitive

Automatic availability chec'

Automatic pricing

4o impact to "!

#an be used as reference documents

Sales Sales $rder

#ore of customer
order management

4o impact to .5/

#an reference
existing documents

#opies 'ey
information from
master data

Automated standard
functions 000
&
availability chec'
&
M,P updating
&
pricing
&
credit chec'
&
delivery scheduling
&
export control
&
shipping * route
determination
Shipping Delivery 4ote

!nitiates the shipping process

#ontrol document for shipping processes

maintains status of each processing
step

,e1confirms6 availability, credit, foreign

trade, delivery scheduling

"acilitates transportation planning

Shipping Pic'ing * Pac'ing

Pic'ing6 Physical activity of moving goods

from the warehouse for further processing
2pac'ing, loading3

Pac'ing6 Determines pac'ing materials

and pac'ing details

Advanced processing includes, e0g0 batch

mgmt0, serial number control
Shipping Post .oods !ssue

#ompletes the shipping process

Typically performed when customer ta'es

ownership

7pdates inventory

7pdates .5/ accounts

&
#ost of goods sold
&
!nventory
-illing

.enerate customer invoice

7pdates "!
&
#ustomer account
&
.5/ accounts6 revenue, discount, etc0

Applies relevant pricing

7pdates customer credit

Sales & Distribution
Sales & Distribution
- Organizational
- Organizational
Structures -
Structures -
Sales $rgani%ation
-aseball
Division
--
Softball
Division
S-
Direct
Distribution #hannel
D!
-aseball
Division
--
Softball
Division
S-
8holesale
Distribution #hannel
8(
-aseball
Division
--
Softball
Division
S-
,etail
Distribution #hannel
,9
Domestic Sales
Sales $rgani%ation
So::
-aseball
Division
--
#ric'et
Division
S-
8holesale
Distribution #hannel
8(
9urope
Sales $rgani%ation
97,$
-aseball
Division
--
8holesale
Distribution #hannel
8(
Asia Pacific
Sales $rgani%ation
APA#
Pastime #orporation
#ompany #ode
##::
#lient
;<:
Sales $rgani%ation

Sells and distributes products, negotiates

terms of sales and is responsible for these
business transactions

#ritical organi%ation element to the

definition of business mar'ets

A business transaction is lin'ed to one

Sales $rgani%ation
Distribution #hannel

!dentifies how products and services reach

the customer

#an be assigned to one or more Sales

$rgani%ations
Division

$ften times used to define product line

distribution

$rgani%ation level to which customer

specific information and re)uirements are
maintained e0g0 pricing, partial delivery

Assigned to one or more Sales

$rgani%ations
Sales Area

$rgani%ational element comprised of6

&
Sales $rgani%ation
&
Distribution #hannel
&
Division

8ill be used to lin' together the

organi%ational aspects of sales to
customers

7sed for statistical analysis

Sales Area
Domestic Sales
Sales Organi'ation
SO((
Direct
Distri#ution Channel
DI
)holesale
Distri#ution Channel
)*
!etail
Distri#ution Channel
!+
Base#all
Di"ision
BB
Soft#all
Di"ision
SB
Base#all
Di"ision
BB
Soft#all
Di"ision
SB
Base#all
Di"ision
BB
Soft#all
Di"ision
SB
Sales Area
Domestic Sales
Sales Organi'ation
SO((
Direct
Distri#ution Channel
DI
)holesale
Distri#ution Channel
)*
!etail
Distri#ution Channel
!+
Base#all
Di"ision
BB
Soft#all
Di"ision
SB
Base#all
Di"ision
BB
Soft#all
Di"ision
SB
Base#all
Di"ision
BB
Soft#all
Di"ision
SB
Sales $ffice

Typically defines a territory or mar'et area

/in'ed to one or more Sales Areas

$ptional organi%ation structure

!nternal Sales $rgani%ation
Domestic Domestic
Sales Area Sales Area
8estern 8estern
Sales $ffice Sales $ffice
9astern 9astern
Sales $ffice Sales $ffice
Sales .roup

Sales .roup
&
Sub1division of a sales office, territory or
mar'et
Sales Person

Sales Person
&
Defined in (, Personnel Admin0
&
Specifically defines an individual rather than a
position 2sales rep03 in sales processing
!nternal Sales $rgani%ation
Domestic Domestic
Sales Area Sales Area
8estern 8estern
Sales $ffice Sales $ffice
9astern 9astern
Sales $ffice Sales $ffice
Southwest Southwest
Sales .roup Sales .roup
4orthwest 4orthwest
Sales .roup Sales .roup
Sales Sales
Person Person
Sales Sales
Person Person
Sales Sales
Person Person
Southeast Southeast
Sales .roup Sales .roup
4ortheast 4ortheast
Sales .roup Sales .roup
Sales Sales
Person Person
Sales Sales
Person Person
Shipping Point * /oading Point

Shipping Point
&
/ocation that performs all delivery related
activities
&
Assigned a factory calendar
&
A delivery can be processed from only one
shipping point

/oading Point
&
A subdivision of the shipping point used for
more speciali%ed handling
Shipping $rgani%ation
D o c ' = >
/ o a d i n g P t
D >
D o c ' = ?
/ o a d i n g P t
D ?
" r e i g h t D o c '
S h i p p i n g P t
S P : :
D o c ' = @
/ o a d i n g P t
9 A
9 x p r e s s
S h i p p i n g P t
+ 7 ! B
D o c ' = ?
/ o a d i n g P t
A P
9 x p o r t
S h i p p i n g P t
9 A P T
S i o u x " a l l s
P / A 4 T
P T : :
Sales & Distribution
Sales & Distribution
- Master Data -
- Master Data -
SD Master Data 1 #ore 9lements
Master
Data
C
u
s
t
o
m
e
r
M
a
t
e
r
i
a
l
Pricing
-General Data
Basic Unit of Measure
Division
Material Group
Sales Unit
Delivering Plant
Cash discount
-Tax data
Country
Tax category
Tax classification
-Quantity stipulations
Min order !uantity
Min delivery !uantity
Delivery unit
Material Master , Sales- sales org .
-asic Data > 1 ?
#lassification
Sales6 sales org0 > 1 ?
Sales6 general5plant
Purchasing
"oreign Trade6 !mport Data
Sales6 text
Purchase order6 text
M,P > 1 C
"orecasting
Storage > 1 ?
8arehouse Management > 1 ?
+uality Management
Accounting > 1 ?
#osting > 1 ?
Material Master , /eneral "ata
Base Unit of Measure The Base Unit of Measure is the
unit of measure in which stocks are managed
within your company.
Division You may enter the Division which
your product is in for sales (defaults if
entered in the Basic data screen).
Material roup ! (freely defina"le) key that#s
used to group several materials or
services for analysis$reporting as well as
search "y match code.
%ales Unit This is the unit of measure in which the
material is sold& if different from the "ase
unit of measure.
Delivering 'lant 'lant& from which the material is
availa"le for sale. This is a default
value only.
(ash discount )ndicator used for materials& which allow
for a cash discount.
Material Master , 0a+ data $
&uantity sti)ulations
Tax data
Country Country
Tax category Taxes" applica#le to this $aterial %eg &ederal" State
taxes in US" '(T in GB)
Tax classification taxa#le" exe$pt
Quantity stipulations
Min order !uantity Min !uantity a custo$er can order %in #ase unit of
$easure)
Min delivery !uantity Min delivery !uantity to a custo$er
Delivery unit *nly $ultiples of this nu$#er +ill #e delivered to the
custo$er
-Grouping ter$s
Matl statistics group
Material pricing grp
'olu$e re#ate group
(cct assign$ent grp
Co$$ission group
,te$ Category group
Material Master , Sales- sales org
-asic Data > 1 ?
#lassification
Sales6 sales org0 > 1 ?
Sales6 general5plant
Purchasing
"oreign Trade6 !mport Data
Sales6 text
Purchase order6 text
M,P > 1 C
"orecasting
Storage > 1 ?
8arehouse Management > 1 ?
+uality Management
Accounting > 1 ?
#osting > 1 ?
Material Master , /rou)ing terms
Matl statistics group -elps to deter$ine +hich data the syste$ updates in the
.ogistics ,nfor$ation Syste$ %.,S)
Material pricing grp ( +ay to group $aterials +ith si$ilar pricing conditions
'olu$e re#ate group ( $aterial can #e assigned to a volu$e re#ate group %eg
.o+ /e#ate" -igh /e#ate) if the $aterial !ualifies for re#ate
(cct assign$ent grp ( grouping of $aterials +ith the sa$e accounting
re!uire$ents %used to deter$ine revenue and sales deduction
accounts)
Co$$ission group Several $aterials can #e assigned to the sa$e co$$ission
group" if the co$$ission sharing #et+een representatives is
the sa$e for these $aterials %eg /ep(0 12" /epB0 342"
/ep C0 352)
,te$ Category group( grouping of $aterials" that helps the syste$ deter$ine the
,te$ Category ,te$ Category deter$ines ho+ a specific ite$
is processed #y syste$ 6g a text ite$ is not relevant for
pricing
General data
Base unit
Gross +eight
7et +eight
(vail Chec8
Shipping data %ti$es in days)
Trans Grp
.oadingGrp
Pac8aging $aterial data
Matl grp ship $atls
General plant para$eters
7egative stoc8
Material Master , Sales- general/)lant
-asic Data > 1 ?
#lassification
Sales6 sales org0 > 1 ?
Sales6 general5plant
Purchasing
"oreign Trade6 !mport Data
Sales text
Purchase order6 text
M,P > 1 C
"orecasting
Storage > 1 ?
8arehouse Management > 1 ?
+uality Management
Accounting > 1 ?
#osting > 1 ?
Material Master , /eneral data $ S1i))ing
data 2times in days3
General data
Base unit The Base Unit of Measure is the unit of $easure in +hich
stoc8s are $anaged +ithin your co$pany
Gross +eight ,n Base Units of Measure
7et +eight ,n Base Units of Measure
(vail Chec8 Tells the syste$ +hen to do an availa#ility chec8" as +ell as
+hich M/P ele$ents %such as purchase orders"
reservations) to include in the chec8
Shipping data %ti$es in days)
Trans Grp Transportation groups are groups of $aterials that have
the sa$e transportation re!uire$ents &or exa$ple" all
goods that need refrigeration
.oading Grp .oading groups define $aterials that have the sa$e loading
re!uire$ents" such as for8lift truc8" or crane
Material Master , Packaging material data $
/eneral )lant )arameters
Pac8aging $aterial data
Matl grp ship $atls" or
Material group shipping $aterials &reely defina#le group na$e" +hich is used to
indicate groups of $aterials +ith si$ilar
shipping $aterials" such as li!uids or #ul8" for
exa$ple
General plant para$eters
7egative stoc8 Chec8 $ar8 indicator" +hich specifies +hether
negative stoc8 is allo+ed at that plant
- Sales texts Text
specific to
the $aterial
and in an
appropriate
language
Material Master , Sales te+ts
-asic Data > 1 ?
#lassification
Sales6 sales org0 > 1 ?
Sales6 general5plant
Purchasing
"oreign Trade6 !mport Data
Sales text
Purchase order6 text
M,P > 1 C
"orecasting
Storage > 1 ?
8arehouse Management > 1 ?
+uality Management
Accounting > 1 ?
#osting > 1 ?
Account .roups

Account group determines which fields

are to be used in defining customer
master data
"ield Status
"ield status controls the use of each field
within the customer master determining
whether a field is re)uired, optional,
suppressed or display only
"ield status controls are also relevant to a
specific activity create, change, or
display
Sales & Distribution
Sales & Distribution
-
-
Custoer Master
Custoer Master
-
-
#ustomer Master
S a l e s $ " i s t r i % u t i o n
" a t a
C o m ) a n y C o d e
" a t a
/ e n e r a l
" a t a
#ustomer Master

#entrali%ed data for both SD * "!

Segmented into three sections

&
.eneral data 1 address * communication
&
#ompany code data 2"!3 1 ban'ing and
payment information related to "!
&
Sales data 2SD3 1 pricing, delivery, output

The sales data is specific to one sales

area and is therefore dependent on the
sales organi%ation
#ustomer Master by Sales Area
#ustomer

Sales $rgani%ation

Distribution #hannel

Division
General Data Address
Customer 4ame
Searc1 0erm
Street address5 City5
Postal code5 Country
6anguage
General Data Communication
0ele)1one5 Fa+5 "ata num%ers

Customer Master , Address $
Communication
Customer Master , Control "ata
General data Control data
Account control - 7endor5 Aut1ori8ation
0rading )artner5 /rou) key
0a+ information - 0a+ codes5 Fiscal address
Country code5 City code
7A0 45 0a+ jurisdiction code
*9uali8ation ta+5 Sole )ro)rietor
0a+ on sls/)ur
Reference data
/ area - International 6ocator 4o
Industry- 0rans)ort :one
*+)ress station
0rain station
6ocation code
General Data Marketing
Classification - 4ielsen I"
Customer classification
Industry
Industry codes

O)erating figures - Annual sales
4um%er of em)loyees
Fiscal year 'ariant
Sales )ros)ecting - 6egal status
Customer Master , Marketing
General Data
Payment Transactions
Ban8 details Country
Ban8 9ey
(ccount holder
Ban8 (ccount
Control 9ey
Collection
Customer Master , Payment
0ransactions
General Data
Unloading points
;nloading )oint
Customer factory calendar
"efault ;nloading Point
/oods recei'ing 1ours
Customer Master , ;nloading Point
General Data
Foreign trade
Country key for e+)ort control of customer
0a%le of "enial Orders list 20"O3
S)ecial "esignated 4ationals list 2S"43
"i'ersion !ig1 Risk Profile list 2"!RP3
;sage and Classification
Customer Master , Foreign 0rade
General Data
Contact persons
4ame
0ele)1one num%er
"e)artment
First name
Form of address 2eg Mr5 Ms3
Function
Customer Master , Contact Persons
(ccounting info /econciliation (ccount
Sort 8ey
-ead office
,nterest calculation ,nterest indicator
,nterest calculation fre!uency
.ast 8ey date
/eference data Buying group
Customer Master , Accounting
Information
Company Code Data
Accounting Information
Customer Master , Payment
0ransactions Company Code Data
Payment Transactions
Payment data- Payment terms
0olerance grou)
Automatic
Payment
0ransactions- Payment met1ods
Alternati'e )ayer
6ock%o+
Customer Master , Corres)ondence
Company Code Data
Correspondence
"unning data - "unning )rocedure
"unning reci)ient
Corres)ondence - Account num%er
at customer
Customer user
Payment
notices to - Customer
Sales
Accounting
6egal
Customer Master , Insurance
Company Code Data
Insurance
*+)ort credit
insurance - Policy num%er
Institution num%er
Amount insured
7alid until
6ead mont1s
"educti%le
Sales Data Sales area
Sales order - Sales district
Sales office
Sales grou)
Order )ro%a%ility
Item )ro)osal
Account at customer
Pricing /
Statistics- Price grou)
Customer )ricing )rocedure
Price list ty)e
Customer statistical grou)
Customer Master , Sales
S D Data S!ipping
S1i))ing - "eli'ery )riority
S1i))ing conditions
"eli'ering )lant
Order com%ination
<atc1 s)lit allowed
Partial "eli'ery- Com)lete deli'ery
Partial deli'ery of item
Ma+imum )art deli'eries
Customer Master , S1i))ing
SD Data "illing
<illing section - Manual in'oice maint
Re%ate
Pricing
<illing sc1edule
In'oice list sc1edule
"eli'ery and
)ayment terms - Incoterms
Payment terms
Accounting - Account assignment grou)
0a+es- 0a+ re9uirements for t1e customer
Customer Master , <illing
SD Data
Partner functions
01e different )artners are assigned
SP Sold(to()arty
<P <ill(to()arty
P= Payer
S! S1i)(to()arty
> additional Partner function2s3
Customer Master , Partner Functions
Assigning Additional Partners
, Siesta Base#all -eague . /era Cru'0 %M ,
Sold.to 1 2((23
Bill.to 1 2((23
Payer 1 2((23
Ship.to 1 2((23
, Siesta Base#all -eague . /era Cru'0 %M ,
Sold.to 1 2((23
Bill.to 1 2((23
Payer 1 2((23
Ship.to 1 2((23
Ship.to 1 2(456 . Bakersfield0 C
Sold.to
Payer Ship.to Bill.to
Sold.to
Payer Ship.to Bill.to Ship.to
Sales & Distribution
Sales & Distribution
-
-
!usiness Partners
!usiness Partners
-
-
-usiness Partners

Defines all of the parties involved in a

business transaction and differentiates
between their roles customer,
carrier, employees, customer contact,
etc0

Through customi%ing the system

automatically assigns partners to the
customer master and to transactions
Sold-to Ship-to Bill-to Payer
-usiness Partners

The system creates these four business

partners by default0 All four are re)uired0

All four may be the same or may be different0

Since these are automatically assigned

partners you may need to add additional
partners to carry out your business
transactions0
Sold-to Ship-to Bill-to Payer
-usiness partners Sold1to

#ustomer that
orders the goods

#an perform all

primary partner
functions sold1to,
ship1to, payer, bill1to

Primary type of
business partner

#annot be lin'ed to
other sold1to
partners
Sold-to
Ship-to
Bill-to
Payer
-usiness partners Ship1to

Party that receives

the goods

#an be created as an
independent partner
and lin'ed to one or
more sold1to partners
Sold-to
Ship-to
Bill-to
Payer
-usiness partners -ill1to

Party that receives

the invoice

#an be created as an
independent partner
and lin'ed to one or
more sold1to partners
Sold-to
Ship-to
Bill-to
Payer
-usiness partners Payer

Party that sends the

payment

#an be created as an
independent partner
and lin'ed to one or
more sold1to partners
Sold-to
Ship-to
Bill-to
Payer
-usiness Partners 9xample
Sold-to
Bill-to
Payer
Ship-to
Ship-to
Ship-to
Ship-to
Ship-to
Ship-to
Sold-to
Sales & Distribution
Sales & Distribution
-
-
Pricing
Pricing
-
-
Pricing

D8orld1classE functionality

(ighly customi%able * extendible

$ne of the most complex features of SAP

7sed to determine the net price for a

material or an order
Pricing Process

Standard pricing calculates the gross

price, then applies discounts,
surcharges and applicable taxes to
arrive at the final price
final price F gross price 1 discounts G surcharges G
taxes

#ost1plus pricing determines the base

cost and applies the appropriate
discounts, surcharges and taxes
final price F cost 1 discounts G surcharges G taxes
Pricing #omponents

Pricing is based on a matrix of predefined

and custom elements

Delivered element groups 2a0'0a0

conditions3
&
Prices
&
Discounts * Surcharges
&
"reight
&
Taxes
Pricing Procedure

!n short, the mechanism used to arrive

at the final price

#onsiders all of the applicable pricing

conditions, e0g0 material price, customer
discount

!s assigned by6 sales area, sold1to party

and sales document type 2e0g0 sales
order3
Pricing Procedure

The pricing procedure uses what SAP calls

Dthe condition techni)ueE0

The pricing condition techni)ue starts with

the6
&
Pricing Procedure which loo's at
&
#onditions which use
&
Access Se)uences which accesses
&
#ondition tables which point to
&
A price, discount or other condition 2H3
/:; Pricing Process
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US43
US43
U943
U945
USSTD
US(.T
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Price Agreements

Simple price
agreements
&
product
&
customer
&
customer * material
&
customer group *
material

Detailed price
agreements
&
pricing scales
&
rebates
&
customer expected
price
Speciali%ed Master Data

#ustomer Material !nfo0 ,ecord

!tem Proposal

/isting * 9xclusion

Product Substitution
#ustomer5Material !nfo0 ,ecord

Defines a customer alias for a material

* description, for example6
Material = 6 .love #ustomer = 6 Pastime .love

#an further define attributes of the

material, shipping and partial delivery
information specific to the product and
customer

,eferenced in the sales order using the

$rdering Party overview
!tem Proposal

7sed to define fre)uently ordered combinations

or special assortments of products and
)uantities

9ither products or products with )uantities can

be selected during order entry

An item proposal can be defined for a customer

via the customer master record
Material /isting * 9xclusion

7sed to control what products are

available for a customer or group

Material /isting defines products that

can be sold to a customer

Material 9xclusion defines products

that cannot be sold to a customer
Product Substitution
Material Determination

9nables automatic or manual substitution

of materials during sales order processing

9xamples6
&
substitute a standard product with a
promotional material
&
substitute based on a customer preference
&
substitute based on selection list 2manual3
#ustomi%ing "or Transactions
Shipping "unctions

Shipping Point Determination

&
The shipping point is determined for each line
item based on the shipping point
determination
&
shipping point F shipping condition G
loading group G
delivering plant
#ustomi%ing "or Transactions
Shipping "unctions

,oute Definition
&
,oute to be traveled and the transit time
&
.eneric routes can be used to simply define
transit time

,oute Determination
Proposed route F shipping point G
destination country G
transportation %one G
shipping condition
Sales & Distribution
Sales & Distribution
- Transactions -
- Transactions -
-usiness Document Types
,n!uiry
Credit Me$o
/eturns
Quotation
Sales *rder
Cash Sale
/ush *rder
Consign$ent
Contract
Scheduling
(gree$ent
De#it Me$o
/eturna#le
Pac8aging
$rder Processing "unctionality

Delivery scheduling

Availability chec'

Transfer of re)uirements to M,P

Pricing

#redit chec'

Shipping point * route determination

"oreign trade * license processing

Document flow
Delivery Scheduling

Automatic scheduling of essential shipping

activities 000
#alculated using defined activity times 000
,esulting in scheduled activity dates

Determined using bac'ward and forward

scheduling rules
Delivery Scheduling

Structure of sales documents

*eader
-ine item 8 2
-ine Item 8 4
Schedule line 8 2
Schedule line 8 2
Schedule line 8 4
Delivery Scheduling Terminology

Transportation lead time time re)uired

to schedule transportation

Pic'5Pac' time time re)uired for pic'ing

and pac'ing

/oad time time re)uired to load

Transit time time re)uired to transport

goods from shipping point to ship1to
-ac'ward Scheduling
!e9uested
Del"7 Date
Goods
Issue
-oading
Material
"aila#ility
Order
Date
Transp7
Sched7
Transit
Time
:4 days;
-oading
Time
:2 day;
Pick < Pack
Time
:4 days;
Transp
7
Sched7
Time
:2 day;
4=th 4>th 43th 46th ?2st 4@th
5A
"orward Scheduling
!e9uested
Del"7 Date
Goods
Issue
-oading
Material
"aila#ility
Order
Date
Transp7
Sched7
Transit
Time
:4 days;
-oading
Time
:2 day;
Transp7
Sched7
Time
:2 day;
%eA
Del"7 Date
4>th 4>th 43th 46th ?2st 4=th
5D
3
Pick < Pack
Time
:4 days;
Availability #hec'

Determines the material availability date

#onsiders inward and outward movement of

inventory customi%able

!nfluences partial deliveries by

&
proposing a )uantity that can be delivered on the
re)uested date 2complete delivery3
&
determines the earliest date for full delivery
&
determines the number and dates for partial deliveries
to fulfill the order
Availability #hec'

!n determining the material availability

date the system can include specific
stoc's if selected, such as6
&
Safety stoc'
&
Stoc' in transfer
&
+uality inspection stoc'
&
-loc'ed stoc'
&
,estricted use stoc'
Transfer of ,e)uirements to M,P

$rdered )uantities are passed to M,P

2MM3

#ontrolled by the schedule line category

-loc'ing of documents can affect

re)uirements passing delivery bloc'
#redit #hec'

9fficient means to implement credit

management

!ntegrated with "! via credit control area

Automatically alerts when a credit chec'

fails

#omprehensive credit management

reporting
Shipping Point * ,oute Determination

A shipping point is determined for each line

item shipping point determination

A delivery can only be processed from one

shipping point

,outes 1 route to be traveled * transit time

are determined using customi%ed rules

,outes can be used to simply define transit

time
"oreign Trade * /icense Processing

Predefined trade areas 4A"TA, 97

Automated reporting for trade areas

Automated controls
&
license management
&
embargo lists
&
control by customer, country, product, point in
time
Shipping
Shipping $verview

#omprehensive functionality to support

pic'ing, pac'ing and loading functions

8or' list and deadline monitoring

"unctions with bac'order processing

Tightly coupled to the MM and "! modules

"acility for transportation management

Shipping $verview
Order
Order
Order
Deli"ery
Order
Com#ination
Order
Deli"ery
Partial
Deli"ery
Deli"ery
Order
Complete
Deli"ery
Deli"ery
Deli"ery
Shipping $verview

Delivery creation activities

&
chec's order and materials to determine if a
delivery is possible delivery bloc',
incompleteness
&
confirms availability
&
confirms export5foreign trade re)uirements
&
determines total weight * volume
Shipping $verview

Delivery creation activities

&
generates pac'ing proposal
&
considers partial deliveries
&
updates route assignment
&
assigns pic'ing location
&
determines batches
&
updates sales order status, delivery )ty
Deliveries * Delivery 4otes

The Delivery 4ote

& !nitiates the delivery process
& #ontrol mechanism for the process
& #hanges to delivery are allowable 1 products, )uantities
Deli"ery
%ote
Picking
Packing
-oading
Post Goods
Issue
Status
Delivery Due /ist

Produces a wor'1list of deliveries

9ncompasses deliveries and transfers

#an be scheduled to run in batch

Automatically combines deliveries

Pic'ing

+uantities based on delivery

Assigned date when pic'ing should begin

Automated storage location assignment

Supports serial number trac'ing and batch

management

!ntegrated with 8arehouse Management

28M3
Pac'ing

!dentifies which pac'aging is to be used

for specified products

!dentifies and updates accounts

associated with returnable pac'aging

Trac's the pac'ed product by container

!nsures weight5volume restrictions are

enforced
.oods !ssue

9vent that indicates the change in

ownership of the products

,educes inventory

Automatically updates the .5/ accounts

9nds the shipping process and

prevents changes to the shipping
documents
General
ledger
In"entory
>@(
Cost of goods sold
>@(
.oods !ssue
-illing $verview

Automated invoicing based on sales

orders and5or deliveries

"unctionality for processing credit5debit

memos and rebates

!ntegration with "! * #$1PA

7pdates customerIs credit data

#an create pro forma invoices

Automatic Account Assignment

Defines the .5/ accounts that billing entries

are posted to revenue, deduction, freight
charges
(ust
!cct
.
rp.
*+
!pplicati
on
,
%ale
s
-rg.
%
-..
/-0)
(hart
of
!ccoun
ts
(12T
Fro
Table
Fro
Sales
Doc"
!ccou
nt /ey
324
Fro
Pricing
Proc
(onditi
on Type
5+**
**
Fro
Table
$4
!ccou
nt
Fro
Custoer
Master
Fro
Sales
Doc"
Fro
Sales
Doc"
-illing Methods
Separate in"oice
per deli"ery
Deli"ery
Order
Deli"ery
In"oice
In"oice
Deli"ery
Order
Deli"ery In"oice
Deli"ery Order
Collecti"e
In"oice
Order Deli"ery
In"oice
In"oice
In"oice
Split
-illing Documents

9xplicitly specify documents

-illing due list builds a wor'list of

invoices that should be generated

Automatic posting to "!

-illing Documents
General
ledger
!e"enue
4(((
&! recon7
4(((
Customer
4(((
-illing Plans

Periodic total amount for a planned billing

period

Milestone distributing the total amount over

multiple billing dates 1 typically used with the
proJect system 2PS3

!nstallment evenly proportioned amounts and

defined payment dates

,esource related consumed resources such

as service or consulting
SD Milestone -illing
<illing "escri)tion ? 7alue <illing Milestone <illing
date %lock status
../@A/BC Contract .A 3A5AAA ( + +
A./@A/BD Assem%ly EA .@A5AAA ( + +
AE/@A/BD O)erational EA .@A5AAA + +
AF/@A/BD Acce)tance .A 3A5AAA + +
AC/@A/BD Final in'oice (( ( ( +
Sold1to 6 +AK !ndustries Delivery Date 6 :<5?:5LM
Material 6 NC<1d'> .enerator Price 6 H@::,:::
Sales
Order
Billing
Plan
$utline Agreements

#ontracts

Schedule Agreements
#ontracts

Defined )uantities and validity period for a

customer

The contract is fulfilled by orders placed

against the contract 1 release orders

#ontracts are automatically updated

through release order processing

Pricing can be assigned to a contract

#ontracts
Contract
Target $ty1 6((
Order $ty1 >((
Contract
Target $ty1 6((
Order $ty1 >@(
7
7
7
!elease Order
Order $ty1 4((
!elease Order
Order $ty1 2@(
Scheduling Agreements

Defines specific product )uantities and delivery

dates for a customer

Schedule lines and processed through standard

delivery processing

Availability chec' is performed during creation

and )uantities are passed to M,P

System automatically updates delivered

)uantities
Deli"ery
@&2( 2((
Deli"ery
=&2( 2((
Deli"ery
>&2( 4((
Deli"ery
3&2( ?((
Scheduling Agreements
Scheduling
greement
Date $ty
(@&2@ 2((
(=&2@ 2((
(>&2@ 4((
(3&2@ ?((
-ac'orders
-ac'order Processing
,escheduling
-ac'orders

-ac'order processing
&
determines which orders have unconfirmed
)uantities by customer or material
&
sort the orders according to priority
&
assign available stoc' to outstanding orders
or reassign confirmed )uantities to high1
profile orders
-ac'orders

,escheduling
&
updates the orders with the results of the
availability chec'
&
can be used to manage the distribution of
available inventory when demand is greater
than supply

-est if run in batch mode, rescheduling

can be very time consuming
#ustomer ,eturns
!eturn
Order
Goods !eceipt
$uality Inspection
Credit Memo
#ustomer ,eturns
Order Deli"ery In"oice
!eturns
Deli"ery
!eturn
Credit
Memo
2
4
?
/eturn to
,nventory
#ustomer ,eturns

,eturns document
&
-illing bloc' can be proposed
&
7se the $rder reason field to identify the
reason for the return
&
"ull access to pricing and ability to re1price

,eturn delivery
&
!ssues a goods receipt to place material into
inventory
#ustomer ,eturns

#redit memo
&
-illing bloc' must be cleared from ,eturn
&
Posts to "!
&
#an be processed in batch 2bac'ground3
&
#an be processed collectively 2grouped3
$utput * Text
#ommunication $utput
SP
Document
FB
Printed
Documents
+mail
+DI
Bar Coded
Documents
)orkfloA
#ommunication $utput

$utput traditional forms or electronic

communications produced for internal or
external partners

Assigned to business partners * sales

documents

Definable media 9D!, fax, print

(ighly customi%able Sapscript

#ommunication Text

Texts are used for internal and external

communication

#reated for business partners, materials,

header or item level of sales documents
order, delivery, billing, pic'ing lists
S!S $verview

"lexible information system designed to

support business planning, forecasting
and reporting

Pre1defined catalog of performance

measures and reports

$n1demand access to reports and

exceptions

Data maintained in a separate database

/ogistics !nformation System

!nventory Management

Purchasing

Sales and Distribution

Production

Plant Maintenance

+uality Management
!nventory !nformation System
Standard Analysis

Material

Plant

Storage /ocation

M,P #ontroller

Material .roupings
Purchasing !nformation System
Standard Analysis

Material

Oendor

Material .roup

Purchasing .roup

Purchasing Documents
Sales !nformation System
Standard Analysis

N Pre1defined drill1down reports

&
#ustomer
&
Material
&
Sales $rgani%ation
&
Shipping Point
&
SD Documents
Production !nformation System
Standard Analysis

Product .roup

Material

8or' #enter

Production ,esources and Tools

,eporting Tools

Oalue display 1 absolute or percentage

Top 4 1 top >:, top >::, etc0

Sorted 1 ascending or descending

A-#

#lassification

.raphics 1 ?D, @D