Reading Sample Sappress 1622 Salesandistributioninsaperp PDF

First-hand knowledge.
Reading Sample
This book provides you with a detailed, comprehensive guide to the
day-to-day use of the key SD functions. For this sample, you‘ll get a look
at Shipping and Transportation. This sample will focus on the logistics
aspects, including delivery processing, picking and packing, and trans-
portation planning.
“Shipping and Transportation”
Contents
Index
The Authors
Matt Chudy, Luis Castedo, Ricardo Lopez

Sales and Distribution in SAP ERP:
Business User Guide
518 Pages, 2018, $79.95
ISBN 978-1-59229-881-5
www.sap-press.com/4526
Chapter 4
Shipping and Transportation
You’ve sold the goods. Now all you have to do is deliver them to 4
the customer. How exactly do you do that?
So far, we’ve covered quite a lot of terrain on the sales side of SAP ERP Sales and Dis-
tribution (SAP ERP SD), so now it’s time to start discussing the distribution side.
After the availability of the product has been confirmed in the sales order, and the
customer has passed the credit checks, it’s time to start preparing for the shipping of
the goods. In SAP ERP, two main components help you execute the shipping of the
goods to our customers: shipping and transportation, as illustrated in Figure 4.1.
Logistics
Sales Shipping Transportation
Delivery
Sales Orders Shipments
Orders
Picking Loading
Packing Dispatching
Goods Transportation
Issue Costs
Warehouse
Figure 4.1 SAP ERP Logistics Processes
The shipping component consists of several tasks that, when put together, can pass
the product needs to the warehouse and determine the shipping methods and routes
that the product will follow after dispatch from your warehouse.
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4 Shipping and Transportation 4.2 Outbound Delivery
Now that you have an overview of the shipping and transportation functionalities in
Note SAP ERP SD, we’ll go through all of the processes that you’ll need to be aware of in
Shipping can’t be executed if the product isn’t made available by the warehouse. In your job: outbound delivery, picking, packing, shipment and shipment cost docu-
SAP ERP, shipping is also supported by the SAP ERP Warehouse Management (SAP ments, goods issues, proof of deliver, customer returns, and output processing.
ERP WM) functionality. 4
4.2 Outbound Delivery

4.1 Shipping and Transportation Overview The outbound delivery is the initial step in the logistics process and is created as the
material becomes available and matches the various deadlines in the sales order
Shipping monitors the shipping deadlines of preceding or reference documents,
approach. The system back-schedules based on this deadline and sets new deadlines
such as sales orders or return purchase orders. It uses these deadlines in conjunction
in the delivery order to ensure that the items will be picked, packed, and shipped on
with the material availability dates to schedule the delivery creation and execution of
time, so that the customer will receive the ordered items on the requested delivery
outbound deliveries. Shipping also ensures that the materials are picked and packed
date.
according to the scheduled dates. It allows you to print and transmit the shipping
documentation to customers and freight partners, post the issue of the product from Delivery orders are linked to a shipping point, which is the responsible unit within
stock, and serve as the basis for creating the billing documents. the SAP system to monitor and process deliveries. This link can be automatic, based
on the plant and storage location entered in the sales order, or it can be assigned
The transportation functionality in SAP ERP takes care of determining which is the
manually. Figure 4.2 shows an outbound delivery screen, which you can get to by
best carrier to move the product from your company’s warehouse to the customer’s
choosing Logistics 폷 Sales and Distribution 폷 Shipping and Transportation 폷 Outbound
expected delivery point, handles all the truck scheduling by setting appointments for
Delivery 폷 Display. The outbound delivery outlines the materials to be picked, quanti-
trucks to arrive at the loading dock, schedules when the loading of those trucks has to
ties, picking dates, warehouse status, transportation status, and much more.
start and finish, and finally records when the truck has to be dispatched.
Transportation also outlines all the connection points in the transportation route
and highlights the different modes of transportation that might take place. It keeps
track of any customs clearing points and any loading and unloading points. And it
does all this while tracking each cost involved in the process.
Note
Shipping and transportation don’t have any new updates with SAP ERP 6.0, EHP 7.
The reason for this is all the new developments for these two modules are now part
of SAP Transportation Management (SAP TM) in SAP Supply Chain Management (SAP
SCM). SAP ERP’s shipping and transportation functionalities haven’t received any
updates since EHP 5. The EHP 5 enhancement allows you to connect with and take
advantage of SAP TM’s functionalities, connecting seamlessly and allowing the
exchange of information. SAP TM is explained in more detail in Section 4.5.
Figure 4.2 Outbound Delivery
226 227
4.2.1 Checks on Delivery Creation

To create a delivery, the system performs the following checks to make sure the infor-
mation is complete and the delivery can be created:
쐍 Possible delivery blocks (sales order blocks due to credit or other manual blocks
4
set by the sales and finance areas)
쐍 Sales orders incompleteness
쐍 Material availability
쐍 Picking date
If these checks are passed, the delivery order is created. At that time, the system will
recalculate the deadlines, execute the batch determination (if applicable), calculate
the shipping route, assign a picking location, calculate volumes and weights, and
update the sales order by reducing the confirmed quantity, updating the document
flow, and changing the delivery status.
The information in the delivery order includes the following:
쐍 Ship-to address Figure 4.3 Delivery Orders Include Foreign Trade Information
쐍 Picking location (the warehouse from which the goods are to be picked)
Combining Items
쐍 Shipping point (the place the truck departs)
If the customer allows orders to be combined, orders are combined in the outbound
쐍 Route (the path the truck will follow along with the total volume and weight of the
deliveries when using the delivery list. Combining items from different sales orders
shipment)
is possible only if the items have several common characteristics, such as the follow-
The delivery order also contains foreign trade information so that all necessary doc- ing:
umentation that must travel with the goods can be put together. This information 쐍 Shipping point
can be printed on the bills of lading and invoices screen, as shown in Figure 4.3. Goods issue from the same place in your enterprise.
All of this data comes from a collection of sources, mainly the material master, cus- 쐍 Date that delivery is due
tomer master, sales agreements, sales order data, and route information. They deter- Date on which shipping processing should begin, either the material availability
mine the customer defaults for processing deliveries. date or the transportation planning date, must be within the selection dates on the
If the customer requires complete delivery, the order should be delivered in a single delivery list initial screen.
delivery—all items should be delivered at the same time. When you create an out- 쐍 Ship-to party
bound delivery, if all of the order items can’t be shipped with the full order quantity, Outbound deliveries have the same destination.
you’ll receive a warning that the customer requires complete delivery. 쐍 Route
If the customer doesn’t require complete delivery, you can define a partial delivery Same method of transport and route.
agreement with the customer. 쐍 Incoterms
Incoterms of liability for freight in-transit.
228 229
쐍 Shipping conditions 쐍 Transportation planning date

Communicates the customer’s shipping requirements. Date on which the means of transportation planning must begin (e.g., call the
쐍 Customizing trucking company so a truck is available on the loading date).
The list of common characteristics is maintained in Customizing. 쐍 Loading date
Date on which picking and packing should be completed (and the mode of trans- 4
Figure 4.4 illustrates the various options for outbound delivery creation: delivery
port should be there) for loading to begin.
complete, partial delivery, and order combination.
쐍 Goods issue date
The date on which the goods must leave the delivering plant to arrive at the cus-
Delivery Sales Outbound
Complete Order Delivery tomer’s location on time.
쐍 Delivery date
Outbound Date at which the goods arrive at the customer location. A difference is made
Partial Sales Delivery between the following:
Delivery Order Outbound – Required delivery date: Date on which the customer wants to receive his goods.
Delivery
– Confirmed delivery date: Date on which the arrival of the goods at the custom-
ers can be confirmed by the system.
Sales
Order Order Outbound To calculate the confirmed delivery date, the system has the option of performing
Combination Sales Delivery either backward scheduling or forward scheduling. In backward scheduling, the
Order material availability date and transportation planning date are calculated from the
required customer delivery date by subtracting the various lead times. The outbound
Figure 4.4 Customer Requirements Dictate How Deliveries Need to Be Created delivery must be created on the earlier of the two dates (selection date of the out-
bound delivery).
These data also includes information that helps confirm the delivery date to the cus-
If both dates are after the order date, and the material is available on the materials
tomer, which is known as the confirmed delivery date.
availability date, the required delivery date is confirmed to the customer. One sched-
ule line is created for a sales line item. The schedule line date matches the confirmed
Confirmed Delivery Date delivery date, which corresponds to the required customer delivery.
To calculate this confirmed delivery date, the system takes into account different
If one of the two dates is before the order date, the required delivery date can’t be con-
lead times such as the material availability date, pick/pack time, loading time, trans-
firmed. Therefore, the system tries to determine the next possible date (forward
portation planning time, and transit time.
scheduling).
The following dates play a role in delivery and transportation scheduling:
If the result of backward scheduling is that the delivery date required by the customer
쐍 Order date can’t be confirmed, the system executes forward scheduling. Forward scheduling
Date on which the order was placed. takes into consideration the time parallels of the workflows for transportation plan-
쐍 Material availability date ning and picking/packing of materials. The longer of the two periods is relevant for
Date on which sufficient goods should be available to begin picking and packing. scheduling. The selection date for the outbound delivery is the earlier of the material
availability date or the transportation planning date.
230 231
The earliest time at which the material is available in the warehouse is the new mate-
rial availability date. This is the outgoing point for new delivery scheduling.
Two schedule lines are generated for the sales line item:
쐍 The date of the first schedule line corresponds to the customer’s required delivery
date and has no confirmed quantity. 4
쐍 The date of the second schedule line shows the confirmed delivery date and the
confirmed amount.
4.2.2 Create an Outbound Delivery

To create an outbound delivery, go to the menu path, Logistics 폷 Sales and Distribu-
tion 폷 Shipping and Transportation 폷 Outbound Delivery 폷 Create 폷 Single Document 폷
With Reference to Sales Orders.
In the initial screen, enter the shipping point, delivery date as confirmed by the sales
order, and the sales order number, as shown in Figure 4.5.
Figure 4.6 Delivery Create: Overview
Figure 4.5 Outbound Delivery with Order Reference
This will bring you to the delivery screen, as shown in Figure 4.6. The delivery items
have data organized into various tabs. Figure 4.6 shows the Item Overview tab, which
lists the materials and quantities to be delivered. The second tab, Picking, is shown in
Figure 4.7.
Figure 4.7 Picking Tab for Deliveries
232 233
This tab shows the delivery quantity, picked quantity, and the picking date (Stag.
Date). In this instance, the picked quantity is grayed out so that it can’t be manually
updated. This is dictated by the OverallWMStatus. In this case, the value of this status
is A, which makes it relevant for SAP ERP WM transfer orders. The picked quantity is
updated by these transfer orders. 4
The Transport tab contains the estimated shipping date, shows the route of the truck,
and shows the transportation planning status, as shown in Figure 4.8.
Figure 4.9 Goods Movement Data for Deliveries
When you save the delivery, the document flow in the sales document gets updated,
as shown in Figure 4.10.
Figure 4.10 Delivery Number in the Status Bar
Table 4.1 lists the outbound delivery maintenance transactions and menu paths.
Figure 4.8 Transport Tab for Deliveries
Transaction Menu Path
When the transportation planning status (TransptnPlanng) field isn’t blank, the deliv- VA01 – Create Delivery with Refer- Logistics 폷 Sales and Distribution 폷 Shipping and Trans-
ery is also linked to the transportation functionality in SAP ERP. This status will be ence to Sales Orders portation 폷 Outbound Delivery 폷 Create 폷 Single Docu-
ment 폷 With Reference to Sales Orders
updated as the shipment is executed, as we’ll discuss further in Section 4.5.
The Goods Movement Data tab shows you the planned good movement date, actual VL10C – Collective Processing of Logistics 폷 Sales and Distribution 폷 Shipping and Trans-
goods issue date, and the total goods movement status, as shown in Figure 4.9. These Documents due for Delivery portation 폷 Outbound Delivery 폷 Create 폷 Collective
Processing of Documents Due for Delivery 폷 Sales
statuses allow you to monitor the progress of your delivery. The most important sta-
Orders Items
tus might be the goods movement status because you can’t create an invoice until all
of the items in a delivery have been issued. Table 4.1 Outbound Delivery Maintenance
234 235
4 Shipping and Transportation 4.3 Picking
쐍 Full SAP ERP WM

This is a fully functional functionality in SAP ERP that links into the shipping pro-
VL02N – Change Logistics 폷 Sales and Distribution 폷 Shipping and Trans- cess. It includes a full representation in the system of all the storage areas in the
portation 폷 Outbound Delivery 폷 Change 폷 Single Docu-
warehouse, including all racks and storage bins.
ment
Like lean SAP ERP WM, full SAP ERP WM also produces transfer orders for picking, but, 4
VL03N – Display Logistics 폷 Sales and Distribution 폷 Shipping and Trans-
in this case, they contain the specific coordinates where each quantity of each prod-
portation 폷 Outbound Delivery 폷 Display
uct is stored in the warehouse. To confirm the delivery picking, the warehouse clerks
VL06O – Outbound Delivery Logistics 폷 Sales and Distribution 폷 Shipping and Trans- have to confirm the transfer orders. The delivery picking can’t be confirmed directly
Monitor portation 폷 Outbound Delivery 폷 Lists and Logs 폷 in the outbound delivery.
Outbound Delivery Monitor
When a transfer order is created, its SAP ERP WM status changes from Not Yet Proces-
Table 4.1 Outbound Delivery Maintenance (Cont.) sed to Partially Processed.
We’ll go over the different kinds of picking you can use in the following sections.
Now that you understand outbound deliveries, let’s move on to the next process:
picking.
4.3.1 Wave Picks
Wave picks allow the warehouse to consolidate picking requirements. To do this, you
4.3 Picking first have to group deliveries together based on the time when they have to be pro-
cessed.
Picking refers to the activities that are executed by the warehouse to collect and stage
all of the items requested by the delivery order in the correct quantities and prepare
them for shipping. Note
Wave picks aren’t for everyone. Some companies’ products allow for direct picking
Depending on your system configuration, the delivery can interface with your ware-
for each customer’s orders; in other cases, consolidated picking is a very good option.
house in several ways:
If, for example, your company’s products are packed in pallets or boxes that contain
쐍 No SAP ERP WM multiple items, and each of your customers orders large multiples of them, then you
When your system is configured to handle only inventory management, the out- may want to execute consolidated picking. This is true when selling to distributors
bound delivery requires only that the picking quantity is confirmed. In this case, and not directly to end customers.
the warehouse clerks would pick the items and update the delivery directly.
쐍 Lean SAP ERP WM
This allows the warehouse to create simple picking lists with quantities per mate- Prerequisites
rial SKU. After all of the items have been picked, the warehouse clerks need to con- To use wave picks, you need to have other functionalities of SAP ERP installed as pre-
firm the picking quantities in a separate document called a transfer order. This requisites. The simplest configuration can be based on a lean SAP ERP WM imple-
transfer order can update the delivery quantities in case the picked quantity is dif- mentation, but if you have a very complex warehouse, then your company can
ferent from the original delivery quantity. The delivery can’t have the picking benefit from a full SAP ERP WM implementation.
quantity confirmed manually.
Another prerequisite for wave picking is the use of time slots. Time slots help you
plan wave picks according to the working calendar at your warehouse facility. These
236 237
time slots can be, for example, linked to routes so that all the deliveries for a certain 2. Click on the For Picking button. In the Picking Data section (Figure 4.12), you’ll be
shipping route are picked at the same time, and the trucks can be loaded and dis- able to enter selection parameters so that the resulting worklist shows the deliver-
patched on schedule. ies that you’re looking for.
Because time slots have a predefined duration, and your picking capacity is just so
much at a given time of the day, you can set limits on the number of articles that can 4
be processed. You can set up these capacity restrictions in two ways:
쐍 Maximum number of delivery items to be picked in a wave
쐍 Maximum number of picking transactions per wave
These restrictions are set in configuration, and only the system analysts can change
them. The simplest way to create a wave pick is to use the Outbound Delivery Moni-
tor, which we’ll describe next.
Creating a Wave Pick

To create a wave pick, follow these steps:
1. Choose Logistics 폷 Sales and Distribution 폷 Shipping and Transportation 폷 Picking 폷
Wave Picks 폷 Create 폷 Via Outbound Delivery Monitor. The Outbound Delivery
Monitor is your single point of contact with all of the delivery order-related sta-
tuses (see Figure 4.11).
Figure 4.12 Outbound Deliveries for Picking
3. The search screen allows you to enter several different parameters to narrow down
your search results. The basic two parameters you have to enter in this search
screen are the Shipping Point and Picking Date Range. Figure 4.13 shows the deliv-
eries that matched our search. Here you see the global information that totals the
item’s data.
Figure 4.11 Outbound Delivery Monitor
238 239
6. Enter a description for the group and the warehouse number, as shown in Figure
4.16. After you’ve done this, the status bar will show you the group number after
it’s created, which is Group 6139 in this example (see Figure 4.17).
Figure 4.13 Day’s Workload for Picking
4. Select the Item View button (Figure 4.14), which displays detailed information for Figure 4.16 Group Type and Description
each item.
Figure 4.17 Status Bar Showing the Group
Table 4.2 illustrates the various transactions and menu paths for wave picks mainte-
nance.
VL35 – Create According to Delivery Logistics 폷 Sales and Distribution 폷 Shipping and
Figure 4.14 Item View Time Transportation 폷 Picking 폷 Wave Picks 폷 Create 폷
According to Delivery Time
5. Select all of the items, and choose Subsequent Functions 폷 Group 폷 Create with WM
VL35_S – Create According to Logistics 폷 Sales and Distribution 폷 Shipping and
Reference, as shown in Figure 4.15. In this example, we’re selecting a SAP ERP WM
Shipment Transportation 폷 Picking 폷 Wave Picks 폷 Create 폷
group because it’s simple.
According to Shipment
VL35_ST – Create According to Logistics 폷 Sales and Distribution 폷 Shipping and

Shipment Transportation 폷 Picking 폷 Wave Picks 폷 Create 폷
According to Shipment and Compare Time
VL06P – Via Outbound Delivery Logistics 폷 Sales and Distribution 폷 Shipping and
Monitor Transportation 폷 Picking 폷 Wave Picks 폷 Create 폷 Via
Outbound Delivery Monitor
Table 4.2 Wave Picks Maintenance
Figure 4.15 Create Delivery Group with SAP ERP WM Reference
240 241
4.3.2 Two-Step Picking

Wave Pick Creation Transfer Orders
After the wave picks are created, you can start two-step picking. Two-step picking is a (VL35) Confirmation
way of separating the picking activities in the warehouse into two phases: collective (LT12)
picking of material and separation into individual customer orders. Two-Step Picking
Consolidated TO 4
For example, you could have 30 different customers that ordered the same product (LT0E) Packing
for a total of 1,500 pieces. In this scenario, a wave pick would consolidate the custom- (VL02N)
ers’ requirements, and the forklifts would go out and bring all 1,500 pieces. Then, in Transfer Orders
the picking area, individual orders would be sorted and trucks loaded and dispatched. Confirmation Post Goods Issue
(LT12) Individual/Collective
This allows for a more efficient use of the warehouse resources. As you can see in
(VL02N/LT06O)
Figure 4.18, two-step picking moves large quantities of products that need to be
Creation of Individual
sorted. Transfer Orders by
Delivery Order Billing
(LT42) (VF01)
High Rack— Individual Sorting/

Full Pallets Picking Area
Intermediate Figure 4.19 Two-Step Picking Flow with Transaction Codes
Picking Area
Two-Step Picking Example

Let’s walk through an example so you can visualize this process in the SAP system.
Figure 4.18 Two-Step Picking
The first step creates the consolidated transfer orders so that the pickers can start Note
moving multi-unit packages (i.e., boxes, cases, pallets, sacks, etc.) for each material In the previous section, you learned how to create a delivery group, so here we’ll use
number that is included in the delivery items that form the wave pick. These transfer that delivery group to create two-step picking transfer orders.
orders don’t update the SAP ERP WM status in the delivery (see Figure 4.18). The sec-
ond step starts after the consolidated quantities have been moved from the ware- 1. Choose Logistics 폷 Sales and Distribution 폷 Shipping and Transportation 폷 Picking 폷
house into the picking area. At this point, we have to break out and pick the Create Transfer Order 폷 Via 2-Step Picking to get to the Create Removal TO for 2-
individual delivery item quantities by creating picking lists by delivery. In the SAP Step Picking: Initial Screen, as shown in Figure 4.20.
system, two-step picking lists are defined as transfer orders. The creation of transfer
2. For this transaction, enter the Warehouse Number and the Group number, and
orders updates the SAP ERP WM status from Not Yet Processed to Partially Processed.
press (Enter); in our example, we created group 6139 earlier in Figure 4.17. This will
Two-step picking (see Figure 4.19) also requires that the functionality is enabled in
take you to the screen shown in Figure 4.21. The quantities displayed are the con-
SAP ERP WM configuration. Ask your IT analyst whether this functionality is active in
solidated quantities for all of the deliveries that require each material.
your system.
242 243
Figure 4.23 Evaluation Groups for 2-Step Picking and Update Status Screen
5. The two-step monitor shows you the status for the pick or consolidated picking,
Figure 4.20 Create Removal TO for 2-Step Picking: Initial Screen and also for the allocation or individual picking, as shown in Figure 4.24.
6. Click on the Display 2-Step Relevance button, which brings you to the screen
shown in Figure 4.25. By doing so, you can see how each delivery and each material
qualifies for consolidation in two-step picking, along with the consolidated quan-
tities.
Figure 4.21 All Materials and Total Quantities for Each
Figure 4.24 View of Group for 2-Step Picking Screen

3. Click on the Save button. The system will let you know how many transfer orders
were created, as shown in Figure 4.22. It’s important to know that this consolidated
transfer order doesn’t update the delivery statuses.
Figure 4.22 Status Showing the Number of Tranfer Orders Created
4. Go to the two-step picking monitor by choosing Logistics 폷 Sales and Distribution 폷

Shipping and Transportation 폷 Picking 폷 Wave Pick 폷 Two-step Picking 폷 Analysis,
which brings you to the screen shown in Figure 4.23. Figure 4.25 Display 2-Step Picking Relevance for Group Screen
244 245
Create Individual Transfer Orders for Individual Deliveries 3. At the end of the background processing, you’ll see the summary information, as
Let’s now create the individual transfer orders for the individual deliveries. In two- shown in Figure 4.28. You can also display the list of transfer orders by clicking on
step picking, this is referred to as an allocation. Follow these steps: the Disp. details button.
1. To create the individual transfer order, go to Logistics 폷 Sales and Distribution 폷

Shipping and Transportation 폷 Picking 폷 Create Transfer Order 폷 Collective Proces- 4
sing, as shown in Figure 4.26, or go to Transaction LT42 and enter the group num-
ber. It’s a prerequisite that all transfer orders for consolidated picking are
confirmed at this time.
Figure 4.28 Create TOs by Mult. Closing Screen for Groups Screen
The detailed information, shown in Figure 4.29, shows you which transfer orders
were create for each delivery.
Figure 4.26 Create TOs by Mult. Processing: Initial Screen
2. If you choose to run this transaction in the foreground, you’ll be prompted to cre-
ate a transfer order for each delivery, as shown in Figure 4.27. Because we normally
process hundreds or thousands of deliveries, it’s a good idea to run it in the back-
ground.
Figure 4.29 Create TO by Mult. Processing: Doc. Closing Info Screen
Table 4.3 lists the two-step picking maintenance transactions and menu paths for
your easy reference.
Figure 4.27 Create TO for Delivery: Overview Deliveries Screen
246 247

High Rack— Flow Rack—
LT72 – Redefine Two-Step Picking Logistics 폷 Sales and Distribution 폷 Shipping and Full Pallets Boxes
Transportation 폷 Picking 폷 Two-Step Picking 폷
Redefine 2-Step Picking
4
LX39 – Two-Step Picking Analysis Logistics 폷 Sales and Distribution 폷 Shipping and
Transportation 폷 Picking 폷 Two-Step Picking 폷
Analysis
Picking Area
LT0E – Create Consolidated Transfer Logistics 폷 Sales and Distribution 폷 Shipping and
Orders (two-step first step) Transportation 폷 Picking 폷 Create Transfer Order 폷 Via Figure 4.30 Picking Small/Large Quantities from the Full Pallet and Box Storage Areas
2-Step Picking
LT42 – Create Individual Transfer Logistics 폷 Sales and Distribution 폷 Shipping and This all sounds nice and neat, but how does the small quantity area get those 12 cases?
Orders for Group (two-step second Transportation 폷 Picking 폷 Create Transfer Order 폷 Well, you have to replenish this area. Normally, you’d wait until the stock here goes
step) Collective Processing below a minimum threshold and then request that at least 1 full pallet be moved from
the pallet storage area.
Table 4.3 Two-Step Picking
In the SAP system, you need to indicate these parameters in the Warehouse 2 view of
the material master (Logistics 폷 Materials Management 폷 Material Master 폷 Material 폷
4.3.3 Planning Replenishments Change 폷 Immediately), as shown in Figure 4.31, for each of the products you want to
Some companies need to supply odd quantities to their customers, which means pick in this manner.
they don’t supply full pallet or full box quantities. In these situations, the SAP system
provides what is known as large/small quantities picking.
The large part refers to the full pallet or box quantity, and the small part refers to a
partial quantity of that larger container. The system indicates two different sections
of the warehouse as dependent on each other. The small quantity area has to be
Figure 4.31 Storage Bin Stock from the Warehouse Management 2 View
replenished from the large quantity area when the stock level reaches a certain
threshold. The system will guide the picking into these sections or storage types by
First, you need to create a new view for the specific small quantities storage type and
creating separate transfer orders for the large quantity containers and for the partial
then enter the values that will guide both the replenishment and the split picking.
container quantities, respectively.
The fields you need to update are as follows:
Let’s walk through an example to help explain this better. You sell a product in cases
of 12, there are 32 cases in a pallet, and your client ordered 300 cases. To fulfill this 쐍 Maximum bin quantity
quantity, the system will create 1 transfer order in the large quantities storage type The maximum quantity that this storage type can hold for this material.
for 9 pallets for a subtotal of 288 cases. Then, it will create a second transfer order for 쐍 Minimum bin quantity
the small quantities area for the remaining 12 boxes. This way, you don’t have to Threshold quantity to trigger the replenishment.
break a new pallet and return the remaining partial pallet to the pallet storage area, as 쐍 Control quantity
illustrated in Figure 4.30. The quantity that will dictate when to split the picking. Normally, it’s a full pallet
248 249
4 Shipping and Transportation 4.4 Packing
quantity minus one. From the example, if a pallet is 32 cases, then the control 쐍 Quantity
quantity would be 31 cases. Refers to the partial quantity of the material that is contained in that specific pack-
쐍 Replenishment qty age.
The quantity of this material that will be moved from the pallet storage type to the 쐍 Batch
box storage type. If your company sells materials that require batch management, then the batch 4
number will be included in the handling unit data.
Now that you understand picking, let’s move on to packing.
Packing takes place either in SAP-defined packing stations, which are defined in con-
figuration, or directly in the delivery order. There is also the option to have the sys-
4.4 Packing tem automatically pack each delivery upon creation. You should ask your functional
analyst whether this is activated in your system.
Although you might think all your products have to be packed before you ship them
Packaging materials are also defined in the material master; they have a predefined
out to your customer, this isn’t necessarily the case in SAP. Packing in SAP ERP helps
capacity in weight and volume, as shown in Figure 4.33.
you keep track of individual shipping units. A shipping unit is also known as a
handling unit (see Figure 4.32), and it can refer to a box, a pallet, a container, or any
other packaging that you serialize and keep track of for your client.
Figure 4.33 Packaging Material Data from the Sales/Plant Data View in the Material Master
4.4.2 Packing Steps

To pack your product before shipping to your customer, you first have to go to the
packing screen in the delivery order. Follow these steps:
1. From the item overview, click on the Packing button (see Figure 4.34). When you’re
on the packing screen, choose a packaging material, which is typically a pallet or
Figure 4.32 Sample Content of a Handling Unit case, depending on your company’s needs.
2. After you’ve selected a packaging material, you need to select the materials and
quantities that are to be packed in each handling unit. After packing your materi-
4.4.1 Handling Unit Characteristics
als, the weight of the handling unit is updated with the weight of the packed mate-
Each of these containers maintains the following characteristics about the products rials (see Figure 4.35).
that are packed inside of it:
3. Save the delivery.
쐍 Material number
Refers to the SKU number that uniquely identifies a product within the SAP sys-
tem.
250 251
4 Shipping and Transportation 4.5 Shipment
In Section 4.5, we’ll discuss the transportation functionality in SAP ERP. At that point,
you’ll learn about shipments and how they represent trucks carrying your com-
pany’s products to your customers. For now, we’ll only mention that those trucks are
also handling units, and you’ll need a packaging material for each truck type you use.
In them, you’ll pack multiple deliveries. 4
Note
If you’re using batch management in your company, you can’t pack a delivery until
the batch determination has taken place.
Now that you understand packing, let’s move on to shipments.
4.5 Shipment
Figure 4.34 Packing Screen in a Change Delivery Transaction
Another very important component of the logistic chain in the SAP system is the
transportation functionality. You don’t need to have this functionality active in your
system to be able to ship goods to your customers, but it’s very helpful when you
consolidate shipments and must print collective bills of lading. It’s also a great tool to
keep track of transportation costs and charge them back to the customer, if neces-
sary.
With transportation, you create shipments that represent trucks for sending multi-
Figure 4.35 Weight of the Packed Handling Unit Updated after Packing
ple delivery orders for your customers. Shipments can inherit the route in the deliv-
ery orders if all the deliveries have the same shipping route. The shipment will then
Table 4.4 lists the packing transactions and menu paths.
have a set of stops based on the customers’ addresses.
Transaction Menu Path The transportation functionality in SAP ERP allows your company to plan and exe-
cute transportation activities to ensure that shipments timely dispatch and arrival to
VL02N – Outbound Delivery Logistics 폷 Sales and Distribution 폷 Shipping and
Transportation 폷 Packing 폷 Outbound Delivery your customer.
To use the transportation functionality, you need to make specific configurations for
VT02N – Shipment Logistics 폷 Sales and Distribution 폷 Shipping and
Transportation 폷 Packing 폷 Shipment
your company in your system. Ask your systems analysts whether this functionality
is activated and configured in your company.
HUPAST – Packing Station Logistics 폷 Sales and Distribution 폷 Shipping and
Transportation 폷 Packing 폷 Packing Station
EHP 7 Updates: SAP Transportation Management (SAP TM)
Table 4.4 Packing Transactions and Menu Paths As mentioned earlier, SAP won’t enhance the transportation functions in SAP ERP
any longer. Instead, SAP recommends clients with complicated transportation needs
to move to SAP TM. SAP TM is an advanced logistics system that supports you in all
252 253
unloading points, and total weight, along with the list of all of the deliveries loaded in
activities connected with the physical transportation of goods from one location to
the truck, which themselves contain the lists of materials and handling units shipped
another. Efficient deliveries depend on informed route planning, freight consolida-
to each customer.
tion, and enhanced visibility. By providing managers with appropriate tools such as
route optimization, load building, and track and trace, SAP TM can improve fleet per- There are three different types of shipments:
formance and reduce supply chain expenditures. Along with warehouse manage- 쐍 Individual shipments
4
ment solutions and truck routing solutions, SAP TM solutions constitute the logistics Can contain one or more deliveries that go from one point of departure to one
side of an overall supply chain management system. point of destination with one mode of transportation.
You can use SAP TM to perform the following activities, for example: 쐍 Collective shipments
쐍 Create forwarding orders for your ordering parties Can perform several drop stops to several points of destination with one mode of
쐍 Transfer orders and deliveries from an SAP ERP system transportation.
쐍 Create freight bookings 쐍 Transportation chain
쐍 Plan the transportation and select carriers Can be very useful when shipping of deliveries has to deal with several modes of
쐍 Tender transportation services transportation, which is very common in exports.
쐍 Dispatch and monitor the transportation
The transportation chain normally has different legs, one for each loading and
쐍 Calculate the transportation charges for both the ordering party and the supplier unloading point. For example, if you have to ship goods to Europe, then you’ll have
side to use a truck to move the goods to the port, and then use a ship carrier to move the
쐍 Consider foreign trade and dangerous goods regulations goods to Europe, and most likely then you’ll need to load the shipment onto a train
You can use SAP TM to create and monitor an efficient transportation plan that ful- so it gets to the final destination.
fills the relevant constraints (e.g., service level, costs, and resource availability). You
can determine options to save costs and to optimize the use of available resources,
4.5.3 Shipment Example
react to transportation events, and find solutions to possible deviations from the
original transportation plan. In this example, three modes of transportation are involved: truck, ship, and train.
There are also three legs of the trip, one for each mode of transportation, and at least
two loading and unloading points, which represent the ports. The route stages are
4.5.1 Transportation Planning Point illustrated in Figure 4.36.
The first important point in transportation planning in SAP ERP is the transportation
planning point, which represents the place where trucks are loaded and dispatched
from the warehouse. It’s essentially the place where you’ll create shipments.
4.5.2 Shipments
Shipments are documents that hold the information about the movement of goods
to the customer; this includes carrier information, truck type, truck license plates,
and the name of the truck driver. It also contains all of the information about the
shipping route, including mode of transportation, connection points, loading and Figure 4.36 Overview of the Route Stages
254 255
As part of the logistics chain, the shipments are linked to the deliveries, so each time After the selection, you’ll find a list of the deliveries provided based on your search
that a delivery is made part of a shipment, its transportation planning status changes parameters, and from there you can manually add or remove deliveries. This screen
from Not Started to Partially Processed. The main screen in Transaction VT01N (Figure 4.39) is very important because it will show you the total weight and volume
prompts you for the transportation planning point and the shipment type, as shown occupied by each delivery so you know whether they will all fit in a single truck or
in Figure 4.37. other shipping container. 4
Figure 4.37 Create Shipment: Initial Screen
When you create a shipment, you have to select the shipment type and the transpor-
tation planning point. From there, SAP provides you with a selection screen for
selecting the deliveries you want to include in it. You can filter deliveries using sev- Figure 4.39 Search Result with List of Deliveries in a Shipment
eral parameters, for example, by route, delivery date, customer (ship-to), planned
goods issue date, and several others, as shown in Figure 4.38. After you’re satisfied with the list of deliveries in the shipment, then you can use the
planning screen to set the shipment deadlines shown in Figure 4.40.
Figure 4.40 Shipment Deadlines from the Shipment Overview Screen
These deadlines can later be used to communicate with the shipping carriers to
schedule the right trucks at the right time. With deadline planning, you can schedule
the following:
쐍 Check-In
The truck appointment.
쐍 Loading Start
The time the loading activities must start.
Figure 4.38 Delivery Selection Screen for Shipments
256 257
쐍 Loading End deliveries in the shipment, executing the billing, and printing the invoices and other
The time the loading activities must finish. documents that must travel with the goods.
쐍 Shpmt Completion Shipments, like other SAP documents, can be treated either individually or collec-
The truck closing time. tively.
쐍 Shipment Start 4
The truck dispatch time. Note
쐍 Shipment End The Shipment Start button updates the transportation planning status from
Related to the shipment cost functionality, which isn’t a mandatory setting for Partially Processed to Complete.
using transportation.
Later, when the shipment is executed, the shipment has to be updated by the trans- Table 4.5 lists some transactions for creating, updating, and listing shipments.
portation clerks at the warehouse. Each button in the shipment overview (Figure 4.41)
updates the actual dates and times for each of the deadlines. Additionally, you can
ask your system analyst to link tasks to these buttons. VT01N – Create Shipment Single Logistics 폷 Sales and Distribution 폷 Shipping and
Document Transportation 폷 Shipment 폷 Create 폷 Single Docu-
ment
VT02N – Change Shipment Single Logistics 폷 Sales and Distribution 폷 Shipping and
Document Transportation 폷 Shipment 폷 Change 폷 Single Docu-
ments
VT06 – Mass Change Logistics 폷 Sales and Distribution 폷 Shipping and

Transportation 폷 Shipment 폷 Change 폷 Mass Changes
VT03N – Display Shipment Single Logistics 폷 Sales and Distribution 폷 Shipping and
Document Transportation 폷 Shipment 폷 Display
VT70 – Print Logistics 폷 Sales and Distribution 폷 Shipping and

Transportation 폷 Shipment 폷 Print
VT11 – Transportation Planning List Logistics 폷 Sales and Distribution 폷 Shipping and
Transportation 폷 Shipment 폷 Lists and Logs 폷
Transportation Planning List
VT14 – Utilization List Logistics 폷 Sales and Distribution 폷 Shipping and

Figure 4.41 Complete Overview of the Shipment Status
Utilization List
The types of tasks that can be linked range from printing different formats such as VT15 – List of Free Capacity Logistics 폷 Sales and Distribution 폷 Shipping and
the individual packing lists, the consolidated packing lists, and the list of dangerous Transportation 폷 Shipment 폷 Lists and Logs 폷 List of
materials included in the shipment, to posting the actual goods issue for all of the Free Capacity
Table 4.5 Shipment Transactions
258 259
4 Shipping and Transportation 4.6 Shipment Cost Document
Through Customizing, you can add any levels that you may need. You can make con-
ditions dependent on any fields of the shipment document. You’ll need the assis-
VT16 – Check-In List Logistics 폷 Sales and Distribution 폷 Shipping and tance of your IT systems analyst to make any of these changes to the field catalogs. By
Transportation 폷 Shipment 폷 Lists and Logs 폷 Check-in
specifying a validity period, you can restrict a condition to a specific period.
List
You can maintain the values within a condition record (e.g., price, surcharge, and dis- 4
VT11 – Shipment Completion List Logistics 폷 Sales and Distribution 폷 Shipping and count) depending on a scale (weight-based, volume-based, or value-based). You can
also use multidimensional scales. There is no limit to the number of scale levels.
Shipment Completion List
For each condition record, you can define an upper and lower limit that will allow you
Table 4.5 Shipment Transactions (Cont.) to manually change a pricing element within the limits specified.
All condition types supported for pricing are determined in the pricing procedure
(set in Customizing), which is decided automatically based on different criteria:
4.6 Shipment Cost Document
쐍 Transportation planning point of the shipment
Costing transportation shipments is an optional function in the SAP system. If your 쐍 Shipping type (grouped in a shipping type procedure group)
company chooses to use it, then you’ll be able to track each invoice from each of your
쐍 Forwarding agent (grouped in a service agent procedure group)
transportation partners and relate it to individual shipments. This, like many of the
쐍 Shipment cost item category (grouped in an item procedure group)
steps described before, also requires the system to be configured to handle shipping
costs. Shipment cost documents can be created one at a time or collectively. In either case,
Shipping costs are tracked in a separate SAP document called a shipping cost docu- one cost document will be created for each shipment document in a one-to-one rela-
ment. This cost document collects all of the costs involved in a specific shipment, tionship.
including freight, insurance, and customs. These costs are calculated based on previ-
ously negotiated prices with your transportation partners for each route and trans-
4.6.1 Setting Up a Shipment Cost Document
portation mode.
To create a shipment cost document for a shipment, the shipment must be relevant
When the shipment cost document is created, it will look up all the conditions
for shipment costs (at the header and/or stage level). The shipment must also have
included in the shipment document and use the data available, such as shipping part-
the required Overall status set in the definition of the shipment cost type. As a mini-
ner, route, stages, distance, weight, volume, and so on, to determine the value for
mum, it must have Planned status.
each of those conditions, which include prices, surcharges, and discounts, and are
stored in condition records. The shipment cost document consists of the following sections:
Shipment pricing takes those condition records, determines prices and surcharges/ 쐍 Shipment cost header
discounts, and allows the user to influence these conditions manually. You can This contains general information on the entire document. Status, reference, and
define conditions at any level. A level corresponds to the fields in the condition table administrative information are provided. As far as the status information is con-
in which a condition record is stored. Therefore, the level represents the key fields for cerned, the statuses are cumulated statuses that are derived from the individual
the access to a condition. Common levels at which price agreements are made are items.
predefined in the standard system. 쐍 Shipment cost item
This contains general data for shipment cost calculation and settlement, such as
service agent, pricing and settlement date, tax amount and tax base amount, and
260 261
organizational data (e.g., company code, plant, and purchasing organization). Each 2. When prompted, enter the shipment for which you want to create the cost docu-
item has its own status for the shipment cost calculation, account assignment, and ment and the shipment cost type, as shown in Figure 4.42.
transfer functions.
쐍 Shipment cost subitem
Shipment costs are calculated at the shipment cost subitem level. The calculation 4
result is also recorded at this level.
After the document is complete, it can be settled against the transportation partners
(also known as service agents) and accounts, and the cost is passed either to an inter-
nal transportation costs account or billed to the customer.
If you choose to bill your customer for the shipping and handling charges, then you Figure 4.42 Create Shipping Costs
need to also have the system configured to carry those costs included in the shipping
cost document to the customer’s invoice. These can either be totaled up or itemized, 3. The shipment cost document receives the value of the conditions that were previ-
depending on your company’s policies. ously established for the route/partner, and you’ll get the screen shown in Figure
4.43.
Note
Another very interesting functionality in transportation costs is the creation of a pur-
chase order issued to the transportation partner for the services described in the
shipment document. When the invoice for these services is presented, it has to refer-
ence either the shipment number or the purchase order number so that it can be
approved by the transportation department. To execute this approval, the transpor-
tation department creates a service entry sheet, which is the equivalent of a goods
receipt for services, and allows the accounts payable area to process the payment.
Each service agents that will receive payment through this functionality must be cre-
ated as a vendor in the SAP system. These vendors are maintained either by the pur-
chasing or the accounts payable departments.
Figure 4.43 Shipment Cost Document after Calculation of the Price Conditions
4.6.2 Creating a Shipment Cost Document
4. To settle the costs, you first need to transfer them, as shown in Figure 4.44.
To create the shipment cost document, the shipment must have a status of Shipment
Complete. Follow these steps:
1. First follow the path, Logistics 폷 Logistics Execution 폷 Transportation 폷 Shipment
Costs 폷 Create 폷 Single Documents. Figure 4.44 Transferring Costs
262 263
5. After the document is saved, the costs are transferred, and the status is updated, as
shown in Figure 4.45.
Figure 4.47 Purchase Order History
Table 4.6 lists some transactions for creating, updating, and listing shipment cost
Figure 4.45 Overview: Freight Cost Items documents.
In the shipment costs settlement list (Transaction VI12) shown in Figure 4.46, you can Transaction Menu Path
see how the document was updated with the purchase order that was created auto- VI01 – Create Single Document Logistics 폷 Logistics Execution 폷 Transportation 폷
matically when the cost was transferred. Shipment Costs 폷 Create 폷 Single Documents
VI04 – Create Multiple Processing Logistics 폷 Logistics Execution 폷 Transportation 폷

Shipment Costs 폷 Create 폷 Collective Processing
VI02 – Change Single Document Logistics 폷 Logistics Execution 폷 Transportation 폷

Shipment Costs 폷 Change 폷 Single Documents
VI05 – Change Multiple Processing Logistics 폷 Logistics Execution 폷 Transportation 폷

Figure 4.46 Shipment Costs Settlement List
Shipment Costs 폷 Change 폷 Collective Processing
By displaying the purchase order history in Transaction ME23N (see Figure 4.47), you VI03 – Display Single Document Logistics 폷 Logistics Execution 폷 Transportation 폷
can see how a goods receipt for the services was posted. Now the vendor can submit Shipment Costs 폷 Display
an invoice for payment, and it can be posted in the SAP system. VI11 – Calculation List Logistics 폷 Logistics Execution 폷 Transportation 폷
Shipment Costs 폷 Lists and Logs 폷 Calculation List
VI12 – Settlement List Logistics 폷 Logistics Execution 폷 Transportation 폷

Shipment Costs 폷 Lists and Logs 폷 Settlement List
Table 4.6 Shipment Cost Document Transactions
264 265
4 Shipping and Transportation 4.7 Goods Issue
4.7 Goods Issue

Goods issue occurs when inventory is taken off from the SAP General Ledger (G/L).
The inventory is no longer part of the company’s assets at this time. Therefore, it’s
very important that this activity matches the actual physical exit of the goods from
4
the warehouse. From the shipping and transportation point of view, the goods issue
is posted normally right before the truck is dispatched. This activity also precedes
one other very important activity: billing. Billing can’t be executed until the goods
issue is posted.
When you’re sending out one single delivery, it’s very easy to pick, pack, goods issue,
bill, and dispatch. But in large distribution environments, it can become complicated Figure 4.49 Deliveries Ready for Goods Issue Listed in the Outbound Delivery Monitor
to follow up each of these activities for hundreds or thousands of deliveries.
Another way of handling deliveries collectively is, as discussed earlier in this chapter,
the use of shipments in the transportation functionality.
4.7.1 Outbound Delivery Monitor
As part of the SAP ERP Inventory Management (SAP ERP IM) component, SAP ERP cre-
SAP ERP provides several ways to execute them, one of which is the Outbound Deliv-
ates a material document for each goods issue that is posted. This material document
ery Monitor. This allows you to search and select several deliveries at once and
outlines the change in stock that just happened and details the material that was
change the status for them all. From here, you can create transfer orders for picking,
affected, the movement type that affected it, the quantity for which the movement
confirm those transfer orders, and post the goods issue (see Figure 4.48 and Figure
took place, the plant and storage location where the material was issued from, and
4.49).
the reference document (in this case, the delivery).
Along with this material document, the system also creates an accounting document,
which shows the effects to the G/L. Normally, the value of the goods is taken out from
the stock account and at the same time affects the Cost Of Goods Sold (COGS)
account. For each entry in the journal, the document shows whether it was a credit or
a debit, as well as the amount in local currency for the total quantity issued.
4.7.2 Document Flow

You can review the document flow in a delivery document in Transaction VL02N and
select Extras 폷 Document Flow, as shown in Figure 4.50.
The document flow is consistent across all logistics documents and shows the rela-
tionships among them, from the sales order to the invoice, with the delivery and
goods issue in the middle. As you can see in Figure 4.51, the material document shows
the details of the goods issue. You can see the material that was issued, plant, storage
location, quantity, movement type, and delivery number that created it.
Figure 4.48 Posting the Goods Issue via the Outbound Delivery Monitor
266 267
4 Shipping and Transportation 4.8 Proof of Delivery
Figure 4.50 Document Flow Figure 4.52 Accounting Document
Table 4.7 lists the important transactions to process goods issue.
VL02N – Change Delivery Single Logistics 폷 Sales and Distribution 폷 Shipping and
Document Transportation 폷 Post Goods Issue 폷 Outbound Deli-
very Single Document
VL06G – Collective Processing via Logistics 폷 Sales and Distribution 폷 Shipping and
Outbound Delivery Monitor Transportation 폷 Post Goods Issue 폷 Collective Pro-
cessing via Outbound Delivery Monitor
VL09 – Cancellation/Reversal Logistics 폷 Sales and Distribution 폷 Shipping and

Transportation 폷 Post Goods Issue 폷 Cancellation/
Reversal
Table 4.7 Goods Issue Transactions
Note
In those cases in which you reverse a goods issue, if you want to reverse the picking
Figure 4.51 Material Document
for that delivery as well, you use Transaction LT0G.
The accounting document (Figure 4.52), on the other hand, is linked to the material
document and shows the G/L accounts that were debited and credited along with
other financial details. 4.8 Proof of Delivery
Some companies apply the guidelines suggested by the Generally Approved
Accounting Principles (GAAP), which require that a company can’t issue an invoice to
its customers until the customer has confirmed the receipt of goods or services.
268 269
Contents
Preface ..................................................................................................................................................... 15
1 Introduction 17
1.1 Sales and Distribution at a Glance ............................................................................... 18
1.2 Sales and Distribution Process ....................................................................................... 18

1.2.1 Presale Activities ................................................................................................... 19
1.2.2 Order Processing ................................................................................................... 20
1.2.3 Shipping and Transportation ........................................................................... 20
1.2.4 Billing ........................................................................................................................ 21
1.2.5 Revenue Recognition and Reporting .............................................................. 21
1.3 SAP ERP Sales and Distribution ..................................................................................... 22
1.3.1 SAP ERP ..................................................................................................................... 22
1.3.2 SAP Customer Relationship Management ................................................... 27
1.3.3 SAP Hybris ............................................................................................................... 28
1.3.4 SAP S/4HANA ......................................................................................................... 32
1.4 SAP ERP Sales and Distribution Organizational Structures .............................. 36
1.4.1 Client ......................................................................................................................... 36
1.4.2 Company Code ...................................................................................................... 37
1.4.3 Plant .......................................................................................................................... 38
1.4.4 Storage Location ................................................................................................... 38
1.4.5 Warehouse .............................................................................................................. 38
1.4.6 Sales Organization ............................................................................................... 39
1.4.7 Distribution Channel ........................................................................................... 40
1.4.8 Division .................................................................................................................... 40
1.4.9 Sales Office ............................................................................................................. 41
1.4.10 Sales Group ............................................................................................................. 41
1.4.11 Sales Area ................................................................................................................ 42
1.4.12 Credit Control Area .............................................................................................. 43
1.4.13 Shipping Point ....................................................................................................... 43
7
Contents Contents
1.4.14 Loading Point ......................................................................................................... 43 2.6.3 Rebate Agreements ............................................................................................. 91

1.4.15 Transportation Planning Point ........................................................................ 43 2.6.4 Promotions and Sales Deals .............................................................................. 92
1.5 Summary ................................................................................................................................. 44 2.7 Other Useful Master Data ................................................................................................ 94
2.7.1 Routes ....................................................................................................................... 94
2.7.2 Packing Instructions and Packing Instruction Determination .............. 97
2.7.3 Terms of Payment ................................................................................................ 102
2 Master Data 45
2.7.4 Incoterms ................................................................................................................ 103
2.8 Summary ................................................................................................................................. 105
2.1 Importance of Master Data ............................................................................................ 45
2.2 Business Partners ................................................................................................................ 46

2.2.1 Account Group and Number Ranges ............................................................. 47
2.2.2 Partner Functions ................................................................................................. 47 3 Sales 107
2.2.3 Customer Master Data Structure ................................................................... 49
2.2.4 Customer Hierarchies ......................................................................................... 53 3.1 Sales Document Components ........................................................................................ 107
2.2.5 Processing Customer Master Data ................................................................. 54 3.1.1 Sales Document Structure ................................................................................. 108
2.3 Products ................................................................................................................................... 58 3.1.2 Customizing Settings of a Sales Document ................................................ 109
3.1.3 Item Categories ..................................................................................................... 111
2.3.1 Material ................................................................................................................... 58
2.3.2 Item Proposal ........................................................................................................ 64 3.2 Inquiry and Quotation ....................................................................................................... 116
2.3.3 Material Determination ..................................................................................... 67 3.2.1 Inquiry ...................................................................................................................... 117
2.3.4 Cross Selling ........................................................................................................... 69 3.2.2 Quotation ................................................................................................................ 121
2.3.5 Listings and Exclusions ...................................................................................... 70
3.3 Sales Order .............................................................................................................................. 124
2.4 Pricing and Conditions ...................................................................................................... 72 3.3.1 Creating a Standard Order ................................................................................ 128
2.4.1 Condition Record .................................................................................................. 73 3.3.2 Using an Item Proposal in Sales Orders ........................................................ 129
2.4.2 Condition Table .................................................................................................... 74 3.3.3 Material Determination in Sales Orders ....................................................... 132
2.4.3 Access Sequence ................................................................................................... 75 3.3.4 Cross Selling in Sales ........................................................................................... 134
2.4.4 Condition Type ...................................................................................................... 76 3.3.5 Listings and Exclusions in Sales ....................................................................... 136
2.4.5 Pricing Procedure ................................................................................................. 79 3.3.6 Special Orders ........................................................................................................ 137
2.4.6 Condition Maintenance ..................................................................................... 80
3.4 Scheduling Agreements .................................................................................................... 139
2.5 Output Conditions .............................................................................................................. 82
3.5 Contracts ................................................................................................................................. 142
2.5.1 Sales .......................................................................................................................... 83
2.5.2 Shipping .................................................................................................................. 84
3.6 Backorders .............................................................................................................................. 144
2.5.3 Billing ....................................................................................................................... 85 3.6.1 Backorder Processing .......................................................................................... 144
2.5.4 Example Maintenance ....................................................................................... 86 3.6.2 Rescheduling .......................................................................................................... 148
2.6 Agreements ........................................................................................................................... 89 3.7 SAP Credit Management .................................................................................................. 152

2.6.1 Customer Material Info Records ..................................................................... 89 3.7.1 SAP Credit Management Master Data .......................................................... 153
2.6.2 Contracts ................................................................................................................. 90 3.7.2 Processing Blocked SAP ERP Sales and Distribution Documents ......... 156
8 9
Contents Contents
3.8 Foreign Trade ........................................................................................................................ 159 4.3.2 Two-Step Picking .................................................................................................. 242
3.8.1 Configuration Objects ........................................................................................ 160 4.3.3 Planning Replenishments .................................................................................. 248
3.8.2 Foreign Trade Master Data ............................................................................... 161 4.4 Packing ..................................................................................................................................... 250
3.8.3 Foreign Trade in Sales Order, Delivery, and Billing ................................... 162 4.4.1 Handling Unit Characteristics .......................................................................... 250
3.8.4 Foreign Trade Cockpits ....................................................................................... 167 4.4.2 Packing Steps ......................................................................................................... 251
3.9 Global Trade .......................................................................................................................... 167 4.5 Shipment ................................................................................................................................. 253
3.9.1 Trading Contracts ................................................................................................ 167 4.5.1 Transportation Planning Point ......................................................................... 254
3.9.2 Portfolios ................................................................................................................. 172 4.5.2 Shipments ............................................................................................................... 254
3.9.3 Differential Billing ............................................................................................... 174 4.5.3 Shipment Example ............................................................................................... 255
3.10 Returns ..................................................................................................................................... 175 4.6 Shipment Cost Document ................................................................................................ 260
3.10.1 Returns Order ........................................................................................................ 176 4.6.1 Setting Up a Shipment Cost Document ........................................................ 261
3.10.2 Returns Delivery ................................................................................................... 177 4.6.2 Creating a Shipment Cost Document ............................................................ 262
3.10.3 Billing Document ................................................................................................. 179
4.7 Goods Issue ............................................................................................................................. 266
3.10.4 Free-of-Charge Subsequent Delivery Order ................................................ 180
4.7.1 Outbound Delivery Monitor .............................................................................. 266
3.11 Special Processes in Sales ................................................................................................ 180 4.7.2 Document Flow ..................................................................................................... 267
3.11.1 Cross-Company Sales ......................................................................................... 182
4.8 Proof of Delivery .................................................................................................................. 269
3.11.2 Third-Party Sales Order ...................................................................................... 191
3.11.3 Make-to-Order Sales Process ........................................................................... 201 4.9 Customer Returns ................................................................................................................ 271
3.11.4 Customer Consignment .................................................................................... 209 4.9.1 Return Orders ......................................................................................................... 272
3.11.5 Sales Orders with Bills of Materials ............................................................... 216 4.9.2 Return Delivery ...................................................................................................... 274
4.9.3 Invoice Correction ................................................................................................ 275
3.12 Sales Output Processing ................................................................................................... 219
3.12.1 Sales Outputs ........................................................................................................ 220 4.10 Shipping and Transportation Output Processing .................................................. 276
3.12.2 Output Determination ....................................................................................... 220 4.10.1 Output Determination ....................................................................................... 277
4.10.2 Creating a Condition Record ............................................................................. 278
3.13 Summary ................................................................................................................................. 223
4.10.3 Issuing Outputs for Shipments ........................................................................ 280
4.11 Summary ................................................................................................................................. 282
4 Shipping and Transportation 225
4.1 Shipping and Transportation Overview .................................................................... 226 5 Billing 283
4.2 Outbound Delivery ............................................................................................................. 227

5.1 Billing Types ........................................................................................................................... 283
4.2.1 Checks on Delivery Creation ............................................................................. 228
5.1.1 General Data .......................................................................................................... 285
4.2.2 Create an Outbound Delivery .......................................................................... 232
5.1.2 Cancellation ........................................................................................................... 286
4.3 Picking ...................................................................................................................................... 236 5.1.3 Account Assigning and Pricing ......................................................................... 286
4.3.1 Wave Picks .............................................................................................................. 237 5.1.4 Output, Partners, and Texts .............................................................................. 287
10 11
Contents Contents
5.2 Billing Relevance ................................................................................................................. 287 6.1.3 Pricing Report ......................................................................................................... 341
5.2.1 Order-Related Invoice ......................................................................................... 287 6.1.4 Customer Analysis Basic List Report .............................................................. 343
5.2.2 Delivery-Related Invoice .................................................................................... 289 6.1.5 Sales Organization Analysis Report ................................................................ 346
5.2.3 Order- and Delivery-Related Invoice .............................................................. 289 6.2 Sales ........................................................................................................................................... 350
5.3 Billing Processing ................................................................................................................ 290 6.2.1 Sales Summary Report ........................................................................................ 350
5.3.1 Billing Document Creation ............................................................................... 292 6.2.2 List Customer Material Info Report ................................................................ 354
5.3.2 Reviewing Messages ........................................................................................... 296 6.2.3 List of Sales Order Report ................................................................................... 355
6.2.4 Inquiries List Report ............................................................................................. 358
5.4 Invoice List .............................................................................................................................. 296
6.2.5 Quotation List Report .......................................................................................... 360
5.4.1 Generating an Invoice List ................................................................................ 297
6.2.6 List of Contracts Report ...................................................................................... 361
5.4.2 Creating an Invoice List with Grouping Billing Documents ................... 298
6.2.7 Orders with Time Period Report ...................................................................... 362
5.5 Rebates Processing ............................................................................................................. 301 6.2.8 Incomplete Sales Orders Report ...................................................................... 364
5.5.1 Standard Rebate Processing ............................................................................. 302 6.2.9 Backorders Report ................................................................................................ 366
5.5.2 Retroactive Rebate Agreements ..................................................................... 306 6.2.10 Blocked Orders Report ........................................................................................ 368
5.6 Other Billing Processes ..................................................................................................... 307 6.2.11 Duplicate Sales Orders Report .......................................................................... 372
5.6.1 Canceling Billing Documents ........................................................................... 307 6.2.12 Customer Returns—Analysis Report ............................................................. 374
5.6.2 Credit and Debit Memos ................................................................................... 310 6.2.13 Customer Analysis—Sales Report ................................................................... 377
5.6.3 Invoice Corrections .............................................................................................. 311 6.2.14 Credit Memo Analysis for Customers Report .............................................. 380
5.6.4 Billing Plans ............................................................................................................ 313 6.2.15 Sales Org Analysis for Invoiced Sales Report ............................................... 382
5.6.5 Down Payment Processing ............................................................................... 316 6.2.16 Material Analysis—Incoming Orders Report .............................................. 384
5.7 Integration with SAP ERP Financial Accounting .................................................... 320 6.3 SAP Credit Management .................................................................................................. 386
5.7.1 Account Determination ..................................................................................... 323 6.3.1 Credit Management Process ............................................................................ 387
5.7.2 SAP ERP SD/SAP ERP FI Interface ..................................................................... 324 6.3.2 Credit Control Area .............................................................................................. 387
6.3.3 Assigning Credit Limits ....................................................................................... 387
5.8 SAP Convergent Invoicing ............................................................................................... 327
6.3.4 Risk Category .......................................................................................................... 388
5.9 Billing Output Processing ................................................................................................ 329 6.3.5 Accessing Information in SAP Credit Management .................................. 391
5.9.1 Individual Output Processing ........................................................................... 332 6.3.6 Credit Overview Report ...................................................................................... 391
5.9.2 Collective Output Processing ........................................................................... 333 6.3.7 Early Warning List ................................................................................................. 392
5.10 Summary ................................................................................................................................. 335 6.3.8 Credit Master Sheet ............................................................................................. 393
6.4 Logistics .................................................................................................................................... 393
6.4.1 Delivery Due List Report ..................................................................................... 393
6.4.2 Outbound Delivery Monitor Report ............................................................... 396
6 Reporting 337
6.4.3 Display Delivery Changes Report .................................................................... 404
6.1 Master Data ........................................................................................................................... 337 6.5 Billing ........................................................................................................................................ 405

6.1.1 Display Customer Hierarchy Report .............................................................. 337 6.6 Sales Information System and Logistics Information System Overview .... 407
6.1.2 Display Condition Record Report .................................................................... 339
6.7 Summary ................................................................................................................................. 408
12 13
Contents
7 Financial Supply Chain Management for

SAP ERP Sales and Distribution 409
7.1 Financial Supply Chain Management Overview and Components .............. 410
7.2 SAP Biller Direct ................................................................................................................... 412

7.2.1 Open Bills ................................................................................................................ 414
7.2.2 Payment Processing ............................................................................................ 418
7.2.3 Integration with SAP Dispute Management .............................................. 423
7.2.4 SAP Biller Direct Master Data and Customer Profile ................................ 425
7.2.5 SAP Biller Direct in SAP ERP ............................................................................... 428
7.3 Credit Management ........................................................................................................... 429
7.3.1 Master Data ........................................................................................................... 430
7.3.2 Steps to Create a Business Partner ................................................................ 432
7.3.3 Mass Data Changes ............................................................................................. 439
7.3.4 Credit Lists .............................................................................................................. 441
7.3.5 SAP S/4HANA and FSCM Credit Management .......................................... 444
7.4 SAP Dispute Management .............................................................................................. 447
7.4.1 Dispute Cases and Process ................................................................................ 450
7.4.2 Integration with SAP Customer Relationship Management ................. 454
7.4.3 Integration with SAP Collections Management ........................................ 454
7.4.4 Integration with SAP Biller Direct ................................................................... 454
7.5 Summary ................................................................................................................................. 458
Appendices 459
A SAP Navigation .................................................................................................................... 461
B Output Processing in Sales and Distribution .......................................................... 477

C Intermediate Documents ................................................................................................ 491
D The Authors ........................................................................................................................... 503
Index ........................................................................................................................................................ 505
14
Index
A B
ABAP Query ............................................................. 444 Backorder .............................................. 144, 353, 366
Access credentials ................................................. 463 process ................................................................. 145
Access sequence ............................ 75, 76, 330, 331 value ...................................................................... 367
Account Backorder processing .......................................... 144
determination ......................................... 286, 323 by material ......................................................... 150
group ........................................................................ 47 rescheduling ....................................................... 148
keys ........................................................................ 323 selection list ....................................................... 146
receivable ............................................................ 318 transactions ....................................................... 144
Account assignment group Batch .......................................................................... 251
customer .............................................................. 323 input ......................................................................... 84
materials ............................................................. 323 management ........................................................ 22
Accounting ................................................................. 17 Bill ............................................................................... 266
Accounting document ..................... 267, 272, 404 find ......................................................................... 416
Accounts Payable .................................................. 262 Bill of lading ............................................................ 277
Accounts receivable account ........................... 272 Bill of materials, sales orders ........................... 216
Accrual amount ........................................... 303, 307 Billed quantity ....................................................... 377
Accrual keys ............................................................... 79 Billing ..................................... 21, 259, 266, 283, 405
Address ........................................................................ 49 block ................................................... 272, 306, 310
Adjustments ........................................................... 271 document ................................................... 270, 272
Advanced ATP in SAP S/4HANA ........................ 33 due list ......................................................... 292, 405
Advanced shipping notice ................................ 277 processing .................................................. 290, 313
Agreements ................................................................ 89 relevance .......................................... 194, 203, 287
ALE .............................................................................. 488 types ...................................................................... 283
Allocation ....................................................... 245, 246 Billing document .............. 94, 179, 283, 320, 325,
Alternative material ............................................ 120 352, 407
Amount field create ........................................ 187, 188, 200, 208
Credited ................................................................ 452 multiple ............................................................... 291
Disputed amount ............................................. 452 output conditions ............................................... 85
Orig. disp. amt ................................................... 452 type ............................................................... 283, 284
Paid ........................................................................ 452 Billing document output management ......... 33
Analysis ..................................................................... 407 Billing output processing .................................. 329
AP invoice ................................................................ 190 Billing output type ............................................... 330
Assembly order ...................................................... 202 LR00 ...................................................................... 330
Automatic billing due list .................................. 290 RD00 ..................................................................... 330
Automatic invoice receipt ................................. 190 RD01 ...................................................................... 330
AutoTA ...................................................................... 277 RD02 ..................................................................... 330
Availability date .................................................... 229 RD04 ..................................................................... 330
Billing plan ..................................................... 307, 313
access .................................................................... 314
Bills of lading .......................................................... 228
505
Index Index
Bill-to party ................................................................ 48 Commodity code ................................................... 160 Connection point .................................................. 254 Credit Management ............................ 34, 387, 429
Blocked document ............................................... 156 Communication .......................................... 477, 485 Consigned goods ................................................... 210 mass updates ..................................................... 439
Blocked order ................................................ 368, 370 Company .................................................................... 37 Consignment .......................................................... 209 Credit master sheet ............................................. 393
Blocked stock ......................................................... 271 code .......................................................... 37, 51, 283 billing .................................................................... 216 Credit memo .............................. 296, 310, 311, 380
Business area ............................................................. 37 Competitive products ........................................... 59 check stock .......................................................... 213 activity ................................................................. 380
Business partner ...................................................... 46 Complaints .............................................................. 271 issue order ........................................................... 213 request ......................................................... 272, 310
control field display ........................................ 434 Components .............................................................. 22 picking .................................................................. 214 Credit overview report ....................................... 391
create .................................................................... 432 Condition .......................................................... 72, 339 process .................................................................. 181 Credits ....................................................................... 416
create general data ......................................... 432 class .......................................................................... 76 steps ....................................................................... 213 Cross plant material status .................................. 59
credit limit .......................................................... 432 Condition record ....... 73, 81, 260, 261, 278, 302, Consolidated packing lists ................................ 258 Cross selling ..................................................... 69, 134
credit master data ........................................... 441 477, 484, 487 Consolidated picking .......................................... 237 maintenance transactions .............................. 70
maintenance transactions ....................... 55, 58 maintenance ........................................................ 80 Consolidated transfer orders ........................... 242 Cross-company sales .................................. 180, 182
relationships ...................................................... 438 rebate data ............................................................ 92 Constrain .................................................................. 398 Customer .......................................................... 47, 339
Business partner transaction ............................. 58 value ...................................................................... 340 Contract ............................................................. 90, 142 account ................................................................ 271
Business roles ........................................................ 430 Condition table ........................................................ 73 create .................................................................... 143 complaint ............................................................ 313
FLCU00 ................................................................ 430 access/name ......................................................... 75 document types ................................................ 143 consignment stock .......................................... 210
UDM000 ............................................................. 430 Condition technique ..................................... 74, 186 open ....................................................................... 361 download invoice ............................................ 412
UKM000 ............................................................. 430 map account key to G/L ................................ 322 Control data ............................................................... 49 hierarchies ................................................... 53, 337
Business transaction ........................................... 163 Condition type ............................ 76, 261, 297, 339 Control quantity ................................................... 249 master record .................................................... 148
type ........................................................................ 160 define in sequence .............................................. 79 Controlling area ....................................................... 37 material info record ........................................... 89
JS02 ........................................................................... 78 Convergent invoicing ......................................... 327 number ........................................................ 340, 359
C K004 ........................................................................ 78 Correspondence ....................................................... 51 returns ......................................................... 271, 374
K005 ........................................................................ 78 Cost of goods sold ................................................. 267 Customer analysis ....................................... 377, 380
Calculation type .................................................... 340 KA00 ....................................................................... 78 Create a shipment ................................................ 256 basic list ............................................................... 343
Cancel credit memo ............................................ 309 KF00 ........................................................................ 78 Create a wave pick ................................................ 238 Customer master ...................... 161, 183, 228, 321
Canceling billing document ............................. 307 LR00 ...................................................................... 298 Create collective billing document data structure ...................................................... 49
Cancellation billing type ................................... 286 MW15 ..................................................................... 297 background .............................................. 294, 300 data, mass update ........................................... 439
Cancellation of billing documents ................ 307 PB00 ........................................................................ 78 online .................................................................... 300 display ..................................................................... 46
Case escalation ...................................................... 448 PI01 ........................................................................... 78 online mode ....................................................... 294 general data .......................................................... 49
Cash order ............................................................... 137 PR00 ........................................................................ 78 Create Freight List button ................................. 401 process data .......................................................... 54
Cash sales ................................................................. 137 RA00 ........................................................................ 78 Create Group popup window ........................... 401 transaction codes ............................................... 55
Changes to delivery ............................................. 405 RA01 ......................................................................... 78 Create individual billing document .... 294, 300 Customer returns-analysis ............................... 374
Chart of accounts .......................................... 37, 323 RC00 ........................................................................ 78 Create outbound delivery ....................... 177, 186 Customer-material info record ....................... 354
Check rule ................................................................ 435 RD00 ....................................................................... 78 Creation of transfer order ................................. 242 Customs ................................................................... 260
Check-in ................................................................... 257 RD01 ....................................................................... 298 Credit ............................................................... 271, 410 procedure ............................................................ 160
Checking .................................................................. 397 RF00 ........................................................................ 78 control area ................................ 37, 43, 152, 387 Customs Office ...................................................... 160
CI ................................................................................. 328 RL00 ...................................................................... 297 controls ................................................................ 152
Claim, upload digital documents ................... 424 SKTO ........................................................................ 78 data, list display ............................................... 441 D
Client .................................................................. 36, 343 UTX1 ......................................................................... 78 functionality ...................................................... 430
number ................................................................ 463 UTX2 ........................................................................ 78 limit ............................................................. 369, 371 Damaged goods ..................................................... 271
Collective billing document ............................. 291 UTX3 ........................................................................ 78 management ..................................................... 152 Dangerous materials ........................................... 258
Collective output processing ........................... 333 VKP0 ........................................................................ 78 management master record change ........ 154 Data sources .............................................................. 35
Collective processing .......................................... 394 VPRS ......................................................................... 78 memo .................................................................... 179 Date range ............................................................... 399
Collective shipment ............................................ 255 Configuration ......................................................... 270 profile .......................................................... 430, 434 Debit memo ......................................... 296, 310, 311
Combination .......................................................... 339 Confirmed delivery date .......................... 230, 231 Credit limits ............................................................ 387 request ......................................................... 272, 310
Confirmed quantities .......................................... 369 Decentralized warehouse .................................. 397
506 507
Index Index
Delivery ........................................ 147, 267, 352, 407 Document type (Cont.) Favorites ................................................................... 471 Graphical user interface ..................................... 464
date .................................................... 230–232, 393 F5 ............................................................................. 284 managing ............................................................ 472 Gross sales ............................................................... 377
due list .................................................................. 393 G2 ............................................................................ 284 Faxing ........................................................................ 477
list .......................................................................... 398 IV ............................................................................. 284 FD32 ........................................................................... 171 H
note .............................................................. 477, 484 L2 ............................................................................. 284 FI-CA ................................................................. 327–329
order ................................................... 228, 253, 404 LG ............................................................................ 284 Field catalog ............................................................ 261 Handling unit ......................................................... 250
picking .................................................................. 237 LR ............................................................................ 285 Financial posting .................................................. 283 Header partner ...................................................... 287
priority ................................................................. 148 LRS .......................................................................... 285 Financial Supply Chain Management ... 26, 409 Hierarchy assignment ........................................ 338
quantity ............................................................... 234 RE ............................................................................ 285 Foreign Trade ............................................... 159, 229
route determination .......................................... 97 S1 ............................................................................. 285 cockpit .................................................................. 167 I
status .................................................................... 258 S2 ............................................................................. 285 delivery item ...................................................... 165
types ...................................................................... 484 Documents due for delivery ............................. 394 errors at invoice item level ........................... 166 IDoc ...................................... 397, 491–493, 495, 496
Delivery block ........................................................ 369 Down payment ...................................................... 318 incompletion procedure ................................ 164 common statuses ............................................ 497
reason ................................................................... 370 agreement ........................................................... 317 master data ........................................................ 161 commonly used ................................................ 498
Delivery item ................................................ 232, 242 process .................................................................. 307 procedure and logs .......................................... 165 direction .............................................................. 493
category ............................................................... 270 processing ............................................................ 316 Formats ..................................................................... 258 parent and child segments ........................... 493
foreign trade ...................................................... 165 request .................................................................. 318 Forward scheduling ............................................. 231 sales order confirmation .............................. 498
Delivery note .......................................................... 276 Drilldown .............................................. 347, 383, 385 Forwarding agent .................................................. 261 status .................................................................... 496
Delivery-related invoice .................................... 289 level ........................................................................ 381 Freight ....................................................................... 260 structure ..................................................... 497, 498
Determination analysis ..................................... 487 Freight charges ......................................................... 46 transactions ....................................................... 495
Dicing and slicing ................................................. 348 E FSCM ............................................................................. 27 IDoc status ............................................................... 496
Difference adjustment ....................................... 313 interaction with SAP ERP SD ....................... 411 IDoc type ............................................... 495, 500, 501
Discounts ................................................................. 260 Early warning list .................................................. 392 FSCM Credit Management ................................ 411 IMO/SD_D30 ............................................................. 35
Dispatch ................................................................... 266 E-commerce .............................................................. 28 internal credit information and scores ... 431 IMO/SD_D51 ............................................................. 35
time .............................................................. 331, 485 EDI ... 477, 488, 491, 492, 494, 496, 498, 500, 502 mass data change transactions ................. 439 IMO/SD_M10 ............................................................ 35
Display condition record report ..................... 339 transaction .......................................................... 287 master data ........................................................ 430 IMO/SD_M20 ............................................................ 35
Display customer hierarchy ............................. 337 Electronic Bill Presentment and workflow .............................................................. 432 IMO/SD_M40 ............................................................ 35
Display delivery changes ................................... 404 Payment (EBPP) ................................................. 412 Full box ..................................................................... 248 IMO/SD_M50 ............................................................ 35
Dispute ..................................................................... 423 E-mailing .................................................................. 477 Full pallet .................................................................. 248 Incoming order ..................................................... 384
attachment ........................................................ 453 Engineering change management ................... 22 Functionalities .......................................................... 22 Incoming payment .............................................. 318
Dispute case ................................................... 423, 450 Enterprise structure ............................................... 36 Funds management area ...................................... 37 Incomplete sales orders ..................................... 364
control .................................................................. 450 Environment ........................................................... 466 Incompleteness Analysis .......................... 164, 165
history .................................................................. 448 Environmental, Health, and Safety G Incorrect billing document .............................. 275
search for ............................................................ 455 Management ........................................................ 22 Incoterms ....................................................... 103, 229
Distribution ............................................................ 397 Exception message ............................................... 295 G/L accounts ........................................................... 322 key .......................................................................... 104
channel ...................................... 40, 340, 341, 478 Exclusions ......................................................... 70, 136 GAAP .......................................................................... 269 Index table ................................................................. 34
channel and division ...................................... 348 Extras ......................................................................... 466 General data maintenance ................................... 55 Individual billing
Division ............................................................. 40, 478 menu ...................................................................... 345 Geographical info ................................................. 160 document ............................................................ 291
Document flow ......... 34, 108, 235, 267, 272, 404 Global trade ............................................................. 167 process ................................................................. 290
Document pricing procedure .......................... 286 F Global Trade Management ........................... 25, 26 Individual delivery item quantities .............. 242
Document status table .......................................... 34 Goods issue ............. 206, 258, 266, 267, 403, 407 Individual packing lists ...................................... 258
Document type ..................................................... 108 F2D1 ............................................................................ 175 date ........................................................................ 231 Individual picking ................................................ 245
B1 ............................................................................ 284 F2D2 ............................................................................ 175 Goods Issue button .............................................. 403 Individual shipment ........................................... 255
CS ............................................................................ 284 Fast Display/Document overview Goods receipt ............................... 26, 199, 206, 275 Individual transfer order ................................... 246
F1 ............................................................................. 284 checkbox .............................................................. 367 for services .......................................................... 262 InfoProviders ............................................................ 35
F2 ............................................................................ 284 Infostructures ........................................................ 407
508 509
Index Index
Inquiry .......................................... 116, 117, 358, 423 L Material, price ........................................................ 341 Output (Cont.)
create .................................................................... 119 Materials ......................................................... 339, 384 settings ................................................................. 477
document type .................................................. 119 Large/small quantities ........................................ 248 Maximum bin quantity ..................................... 249 status .................................................................... 487
list ................................................................. 357, 358 Lean SAP ERP Warehouse Menu bar .................................................................. 465 type ........................................................................ 477
number ................................................................ 358 Management ............................................ 236, 237 Menu components ............................................... 466 Output determination ....................................... 277
offer alternative item ..................................... 121 LIS Credit Management tables ........................... 34 Message transmission ........................................ 484 shipments ........................................................... 280
transaction ......................................................... 117 List Message type ............................. 495, 497, 500, 501 Output types .......................................................... 287
Insurance ................................................................. 260 of contracts ......................................................... 361 Orders ................................................................... 498 AN00 ....................................................................... 83
Intercompany billing .......................................... 189 of deliveries ......................................................... 406 Milestone billing ................................ 313, 317, 320 BA00 ........................................................................ 83
Intercompany invoice ........................................ 188 of sales order ...................................................... 355 Minimum bin quantity ...................................... 249 BA01 ......................................................................... 84
Intermediate document .................................... 491 List customer material info .............................. 354 Mobile and social media ....................................... 32 ESYM ........................................................................ 84
Intrastat .................................................................... 163 Listings ............................................................... 70, 136 Mode of transportation ............................ 160, 254 FUCO ........................................................................ 85
Inventory ................................................................. 266 Loading Monthly period ........................................... 347, 370 FUPI .......................................................................... 85
Inventory control .................................................... 17 button ................................................................... 401 Movement type ..................................................... 267 KRML ........................................................................ 83
Inventory Management ............................. 23, 236 date ........................................................................ 231 MRP element .......................................................... 147 LALE .......................................................................... 84
Invoice ............................................................. 259, 267 end .......................................................................... 258 Multidimensional scale ...................................... 261 LD00 ........................................................................ 84
correction ............................................................ 272 point ........................................................................ 43 MultiProvider ............................................................ 35 PL00 ......................................................................... 85
corrections ................................................. 307, 311 start ........................................................................ 257 RD00 ........................................................................ 85
dispute ................................................................. 447 time ........................................................................ 230 N ZWWW ..................................................................... 83
PDF ........................................................................ 412 Loading and unloading point .......................... 255 Overall WM Status ................................................ 234
recover ................................................................. 416 LOCL ............................................................................ 486 Navigation area ..................................................... 468
Invoice list ............................................................... 296 Logistics .................................................................... 393 Nonstock materials ................................................. 58 P
type ........................................................................ 285 Logistics Information System .......................... 407 Number range ........................................................... 47
Invoice verification ................................................ 26 Logistics Invoice Verification ............................. 23 Packaging materials ..................................... 59, 251
Invoiced sales ......................................................... 382 O Packing ............................................................ 250, 266
Invoices .................................................................... 296 M station .................................................................. 251
Invoicing .................................................................. 382 Order- and delivery-related invoice .............. 289 Packing instruction ................................................ 98
Item Make-to-order ......................................................... 181 Order date ................................................................ 230 determination ................................................... 101
proposal .................................................................. 64 production ........................................................... 201 Order processing ............................................... 17, 20 Packing list .............................................................. 277
propose ................................................................ 131 sales process ....................................................... 201 Order value .................................................... 369, 370 Parent and child ........................................... 493, 494
Item category ......................................................... 111 Manual mass billing ............................................. 290 Order-related billing ............................................ 288 Partner determination procedure .................... 52
and order type interaction ........................... 114 Marketing ................................................................... 50 Order-related invoice .......................................... 287 Partner function ...................................................... 47
Customizing functions .................................. 113 Master contract ........................................................ 90 Orders with time period .................................... 362 master data records ........................................... 54
determination ................................................... 114 Master data ....................................................... 45, 407 Order-to-cash ............................................................ 18 Partner profile ............................................... 488, 493
maintain assignment ..................................... 113 contract ................................................................ 142 Organizational structure ................................... 407 Payer ............................................................................. 49
standard .............................................................. 112 reconciliation between SAP ERP SD Outbound delivery ..................................... 227, 235 Payment ................................................................... 352
TAK ........................................................................ 202 and business partner .................................. 444 consignment ...................................................... 214 guarantee proc ................................................. 163
TAS ......................................................................... 193 SAP Biller Direct ................................................ 425 create .................................................................... 186 Period ........................................................................ 343
Item View button ................................................. 398 Material analysis ................................................... 384 for consignment ............................................... 212 Periodic billing ...................................................... 313
Material availability date ................................... 230 Outbound Delivery Monitor ........ 238, 266, 396, Physical inventory .................................................. 23
K Material determination ............................... 67, 132 397, 399, 403, 404 Picked quantity ..................................................... 234
maintenance transactions ............................. 68 Outline agreement ..................................... 107, 139 Picking .......................................... 232, 236, 266, 397
Key combinations ................................................ 477 Material document ............................................... 404 Output ................................................................ 82, 477 area ....................................................................... 242
Key figure .......................... 343, 377, 381, 385, 407 Material master ........ 58, 161, 228, 249, 321, 407 condition record ............................................... 477 date ........................................................................ 393
Material number ............................... 250, 354, 359 device .................................................................... 485 date range ........................................................... 239
Material requirements planning ...................... 24 processing ........................................................... 477 in the warehouse .............................................. 398
510 511
Index Index
Picking (Cont.) Purchase order ................................... 147, 192, 262 Risk category ........................................................... 388 Sales order (Cont.)
list ................................................................. 242, 276 create ..................................................................... 197 Route ................................................ 94, 161, 228, 229 predecessor document ................................... 125
location ................................................................ 228 history ................................................................... 264 determination ...................................................... 96 process ................................................................. 126
Picking auto confirm .......................................... 277 Purchase requisition .................................. 192, 197 information ........................................................ 228 process blocked ................................................. 157
Picking/packing ........................................... 230, 231 Purchasing ........................................................ 17, 262 Rush order ............................................................... 138 route determination .......................................... 96
Planning of replenishments ............................ 248 Purchasing Info System ...................................... 407 special order ....................................................... 137
Plant .............................................................................. 38 S structure .............................................................. 126
POFO31 ............................................................ 172, 174 Q transfer data to purchase order ................. 192
POFO32 ..................................................................... 174 Sales ......................................................... 107, 350, 377 with BOM ............................................................ 216
POFO33 ..................................................................... 174 Quality Info System ............................................. 407 activity ................................................................. 353 Sales org analysis ......................................... 346, 382
POFO34 ..................................................................... 174 Quantity .................................................................... 251 agreement ........................................................... 228 Sales organization ... 39, 283, 323, 339–341, 384
Post goods issue .................................................... 208 contract .................................................................. 90 area ........................................................................... 42 Sales support ............................................................. 33
Post goods receipt ....................................... 179, 186 Quotation ....................................................... 116, 121 bill of material ................................................... 182 SAP Biller Direct ........................................... 411, 412
Posting ...................................................................... 272 list ................................................................. 357, 360 cycle ....................................................................... 382 accept payments .............................................. 418
Posting block .......................................................... 285 transactions ........................................................ 121 deal .................................................................... 92, 94 contact information update ....................... 425
Preceding document ........................................... 272 with reference to inquiry ............................... 122 group ........................................................................ 41 customer self-service ...................................... 418
Presale activities ...................................................... 19 office ......................................................................... 41 digital copy ......................................................... 418
Presales documents ............................................ 107 R promotion ........................................................... 340 download formats ........................................... 418
Price determination ............................................... 75 special processes .............................................. 180 downloading capability ................................ 417
Price element ............................................................ 76 Radio frequency ....................................................... 24 summary ............................................................. 350 functionality ...................................................... 413
Prices ......................................................................... 260 Rebate tendencies .............................................................. 27 integration with SAP Dispute
Pricing ................................................ 46, 72, 261, 338 accrual ........................................................... 92, 302 view ........................................................................... 61 Management ................................................ 423
element ................................................................ 261 agreement .......................................... 91, 302, 307 Sales document .................................. 359, 367, 477 payment history ............................................... 422
procedure ............................................ 79, 261, 322 basis ....................................................................... 303 billing data ......................................................... 111 process ................................................................. 413
record ................................................................... 297 processing .................................................. 285, 301 components ........................................................ 107 process disputes ............................................... 455
report .................................................................... 341 Rebate index table .................................................. 34 customize settings ........................................... 109 profile ................................................................... 426
Pricing conditions ......................................... 26, 297 Reconciliation ......................................................... 270 general data ....................................................... 110 SAP Dispute Management ........................... 454
EK02 ...................................................................... 208 account ................................................................. 320 item categories ................................................. 111 screen configuration ...................................... 414
IV01 .............................................................. 183, 190 Records Management System (RMS) ............ 450 shipping data ..................................................... 111 transaction codes ............................................ 428
PI01 ..................................................... 183, 188–190 attachments ....................................................... 453 type ........................................................................ 287 web enabled ....................................................... 414
PI02 ....................................................................... 188 Reference document ............................................ 267 Sales Information System (SIS) ........ 22, 53, 343, SAP Business Suite ............................................... 407
PR00 ............................................................ 190, 208 Release after output ............................................. 485 374, 407 SAP Business Workflow ..................................... 477
VPRS ............................................................. 190, 208 Release to Accounting ......................................... 326 Sales order .............. 107, 124, 228, 267, 272, 355, SAP CI ........................................................................ 327
Print immediately ................................................ 485 Replenishment quantity .................................... 250 393, 407 SAP Collections Management ......................... 411
Printer ....................................................................... 484 Required delivery date ........................................ 231 consignment ...................................................... 213 SAP Convergent Charging ................................. 328
Printing .................................................. 258, 259, 477 Rescheduling ........................................................... 148 create .......................................................... 184, 204 SAP Credit Management ................................... 386
Processing status .................................................. 393 foreground mode .............................................. 149 create standard order ..................................... 128 master data ........................................................ 153
Product ........................................................................ 58 simulation ........................................................... 151 credit management action .......................... 157 SAP Customer Relationship Management
hierarchy ................................................................ 59 sort order ............................................................. 150 cross selling ........................................................ 134 (SAP CRM) ................................................ 22, 27, 28
proposal .................................................................. 64 transactions ........................................................ 148 for a given material ........................................ 355 contact center ...................................................... 28
Production .............................................................. 206 Retroactive rebate agreement ......................... 306 foreign trade ...................................................... 162 marketing .............................................................. 27
order change ...................................................... 206 Return order ............................................................ 272 header billing ..................................................... 163 sales .......................................................................... 27
Profit margin .......................................................... 208 Returns item proposal .................................................... 129 service ...................................................................... 27
Profitability Analysis (CO-PA) ............................ 53 delivery ................................................................. 177 listings and exclusions ................................... 136 SAP Dispute Management ............. 411, 423, 447
Promotions ................................................................ 92 order ...................................................................... 176 maintenance transactions ........................... 125 amount types .................................................... 452
Proof of delivery ................................................... 270 quantity ................................................................ 376 material determination ................................. 132 integration with SAP Biller Direct ............. 454
512 513
Index Index
SAP Dispute Management (Cont.) SAP S/4HANA, Sales and Distribution ............ 33 Shipping and transportation ........................... 266 Time slots ................................................................ 237
linked objects ..................................................... 453 SAP Supply Chain Management ................ 22, 26 output processing ............................................ 276 Top N option ........................................................... 345
roles ....................................................................... 453 SAP Transportation Management .................. 253 Ship-to address ...................................................... 228 Trading Contracts .......................................... 26, 167
SAP Dispute Management, integration SAP Yard Management ......................................... 24 Ship-to party .................................................... 48, 229 Trading goods ........................................................... 58
with SAP CRM .................................................... 454 Scale ............................................................................ 261 destination country ........................................... 96 Traffic light status ................................................ 487
SAP Easy Access settings ................................... 463 Schedule line .............................. 115, 191, 202, 231 Shortcuts .................................................................. 462 Transaction
SAP ERP ........................................................................ 18 categories ............................................................ 115 Similar orders ......................................................... 372 0VRF ......................................................................... 97
SAP ERP Controlling ............................................... 22 Scheduling agreement ........................................ 139 Simulate 0VTC ........................................................................ 97
SAP ERP Customer Service ................................... 25 create ..................................................................... 140 billing document creation ............................ 293 Autom. written off ........................................... 452
SAP ERP FI ......................................................... 22, 325 document types ................................................. 139 invoice list creation ......................................... 300 BD87 ...................................................................... 496
SAP ERP Financial Accounting ........................ 320 EDI .......................................................................... 140 Simulation ............................................................... 150 BD88 ...................................................................... 496
SAP ERP Financials .................................................. 26 Screen body ............................................................. 468 SKU item ...................................................................... 59 BDN7 ..................................................................... 496
SAP ERP Human Capital Management ........... 18 Screen header ......................................................... 464 Sold-to party ................................. 48, 348, 360, 361 Cleared manually ............................................ 452
SAP ERP Inventory Management .................. 267 SD, Document Category ..................................... 285 Sort order ................................................................. 150 EBPP_CREATE_USER ...................................... 428
SAP ERP Logistics Execution ............................... 23 Security administrator ........................................ 463 Special orders ......................................................... 137 EBPP_LOG_DISP ............................................... 428
SAP ERP Materials Management ....................... 23 Selected period ....................................................... 367 cash sale ............................................................... 137 EBPP_LOG_ORGA ............................................ 429
SAP ERP Plant Maintenance ......................... 23, 24 Serialize ..................................................................... 250 rush order ............................................................ 138 F.28 ......................................................................... 446
SAP ERP Production Planning ........... 23, 24, 201 Service .......................................................................... 58 Special processes in sales ................................... 180 F.31 ................................................................ 391, 446
SAP ERP Project System ................................. 22, 23 contract .................................................................. 90 Standard rebate processing .............................. 302 F.32 ......................................................................... 446
SAP ERP Quality Management .................... 23, 25 entry sheet ........................................................... 262 Standard toolbar ................................................... 467 F.33 ................................................................ 391, 446
SAP ERP Sales and Distribution ......................... 23 Settings ...................................................................... 466 Statistical groups .................................................. 407 F.34 ......................................................................... 446
application ..................................................... 28, 32 Settlement lines ..................................................... 316 Statistical information ....................................... 407 F56A .......................................................................... 57
queries ..................................................................... 35 Settling costs ........................................................... 263 Status bar ................................................................. 469 FCV1 ....................................................................... 446
Rebate Processing ............................................... 33 Shipment .................................................................. 253 Stock ........................................................................... 404 FCV2 ...................................................................... 446
SAP HANA .............................................................. 32 completion ................................................ 258, 262 account ................................................................ 267 FCV3 ............................................................. 391, 446
to SAP ERP FI ...................................................... 324 deadline ................................................................ 257 category ............................................................... 271 FD10N ................................................................... 391
SAP ERP Warehouse Management ....... 234, 237 document .................................................. 260, 262 Storage FD11 ........................................................................ 391
status .................................................................... 242 end .......................................................................... 258 bin ............................................................................. 39 FD24 ............................................................. 390, 446
SAP Event Management .................................... 477 start ........................................................................ 258 location ................................................................... 38 FD32 .................................................... 390, 444, 446
SAP General Ledger ..................................... 266, 267 type ........................................................................ 256 section ..................................................................... 38 FD33 ....................................................................... 390
SAP Global Trade Management .................. 25, 26 Shipment cost type ........................................................................... 38 FD34 ...................................................................... 390
SAP GUI ............................................................ 461, 463 document .................................................. 260, 261 Subsequent delivery free-of-charge order ... 180 FDK43 .................................................................... 446
SAP HANA ................................................................... 32 header ................................................................... 261 Surcharges ............................................................... 260 FDM_AUTO_CREATE ...................................... 449
cloud and mobile ................................................ 32 item ........................................................................ 261 System Status ......................................................... 171 FDM_CREATE_PROPOSAL ........................... 449
SAP ERP SD ............................................................ 33 item category ..................................................... 261 FDM_LDDB_DISP ............................................. 449
SAP HANA-optimized ............................................ 33 settlement ............................................................ 264 T FDM_LDDB_EXEC ............................................ 449
SAP Hybris .................................................................. 28 subitem ................................................................. 262 FDM_LDDB_REORG ........................................ 449
SAP Hybris as a Service ......................................... 29 Shipping .......................................................... 208, 225 Table FDM_PROCESS_PROPOSAL ......................... 449
SAP Hybris Billing ................................................... 31 carrier .................................................................... 257 VBBE ......................................................................... 33 FS00 ...................................................................... 322
SAP Hybris Commerce .......................................... 29 condition ................................................................ 96 VBBS ......................................................................... 33 HUPAST ............................................................... 252
SAP Hybris Customer Engagement & conditions ............................................................ 230 VBOX ........................................................................ 34 IQS8 ....................................................................... 428
Commerce ............................................................. 28 credit status ........................................................ 153 VBUK ........................................................................ 34 LT0E ...................................................................... 248
SAP Hybris Marketing ........................................... 29 due .......................................................................... 366 VBUP ........................................................................ 34 LT42 ....................................................................... 248
SAP Hybris Sales ............................................... 29, 30 point .................................. 43, 227, 228, 239, 399 Terms of payment ................................................ 102 LT72 ........................................................................ 248
SAP Hybris Service .................................................. 29 type ........................................................................ 261 Text determination procedure ....................... 287 LX39 ....................................................................... 248
SAP Logon icon ...................................................... 461 Third-party sales order ....................................... 191 MM01 ....................................................................... 63
514 515
Index Index
Transaction (Cont.) Transaction (Cont.) Transaction (Cont.) Transaction (Cont.)

MM02 ...................................................................... 64 V-12 ........................................................................... 56 VDH1N ..................................................................... 56 VT01N ................................................................... 259
MM03 ...................................................................... 64 VA01 ............................................................. 128, 235 VDH2N ..................................................................... 56 VT02N .......................................................... 252, 259
MMBE ................................................................... 213 VA11 ........................................................................ 119 VF01 ....................................................................... 292 VT03N ................................................................... 259
MMH1 ...................................................................... 63 VA41 ......................................................................... 91 VF02 ...................................................................... 292 VT06 ...................................................................... 259
MMN1 ...................................................................... 63 VA42 ......................................................................... 91 VF03 ...................................................................... 292 VT11 ............................................................... 259, 260
MMS1 ....................................................................... 63 VA43 ......................................................................... 91 VF04 ...................................................................... 292 VT14 ....................................................................... 259
MMV1 ....................................................................... 63 VA51 .......................................................................... 66 VF06 ...................................................................... 292 VT15 ....................................................................... 259
OV50 ........................................................................ 57 VA52 ......................................................................... 66 VF21 ........................................................................ 298 VT16 ....................................................................... 260
OV51 ......................................................................... 57 VA53 ......................................................................... 66 VF22 ....................................................................... 298 VT70 ...................................................................... 259
POF1 ....................................................................... 101 VA55 ......................................................................... 67 VF23 ....................................................................... 298 VV11 .......................................................................... 84
POF2 ...................................................................... 101 VAP1 ......................................................................... 56 VF26 ....................................................................... 298 VV12 .......................................................................... 84
POF3 ...................................................................... 102 VAP2 ........................................................................ 56 VI01 ........................................................................ 265 VV13 .......................................................................... 84
POP1 ...................................................................... 100 VAP3 ......................................................................... 56 VI02 ....................................................................... 265 VV21 .......................................................................... 85
POP2 ...................................................................... 100 VB(7 ........................................................................ 305 VI03 ....................................................................... 265 VV22 ......................................................................... 85
POP3 ...................................................................... 100 VB(D ......................................................................... 91 VI04 ....................................................................... 265 VV23 ......................................................................... 85
POP4 ...................................................................... 100 VB01 .................................................................. 72, 91 VI05 ....................................................................... 265 VV31 .......................................................................... 86
S_ALR_87012215 ................................................ 446 VB02 ................................................................. 72, 91 VI11 ......................................................................... 265 VV32 ......................................................................... 86
S_ALR_87012218 ............................................... 446 VB03 ................................................................. 72, 91 VI12 ......................................................................... 265 VV33 ......................................................................... 86
S_AXB_19000002 ........................................... 429 VB11 .......................................................................... 68 VK11 ........................................................................... 82 WE02 ..................................................................... 495
SCASE .................................................................... 432 VB12 .......................................................................... 68 VK12 .......................................................................... 82 WE05 ..................................................................... 495
SPPFP .................................................................... 448 VB13 .......................................................................... 68 VK13 .......................................................................... 82 WE19 ...................................................................... 495
UDM_AUTOWRITEOFF .................................. 448 VB14 .......................................................................... 68 VK14 .......................................................................... 82 WE20 ..................................................................... 496
UDM_CASE_PROCESSOR .............................. 449 VB21 .......................................................................... 94 VK31 .......................................................................... 81 WE60 ..................................................................... 496
UDM_DISPUTE ........................................ 448, 450 VB22 ......................................................................... 94 VK32 .......................................................................... 81 XD01 ......................................................................... 55
UDM_PUBLISH_DISPUTE ............................. 449 VB23 ......................................................................... 94 VK33 .......................................................................... 81 XD02 ........................................................................ 55
UKM_BLACK_WHITE ..................................... 432 VB25 ......................................................................... 94 VK34 ......................................................................... 81 XD03 ........................................................................ 55
UKM_BP .............................................................. 432 VB31 .......................................................................... 93 VKM1 ..................................................................... 390 XD04 ........................................................................ 57
UKM_BP_DISPLAY .......................................... 441 VB32 ......................................................................... 93 VKM3 ..................................................................... 447 XD05 ........................................................................ 57
UKM_CASE ......................................................... 444 VB33 ......................................................................... 93 VKM31 ................................................................... 390 XD06 ........................................................................ 57
UKM_COMMITMENTS .................................. 441 VB41 .......................................................................... 70 VKM5 ........................................................... 390, 447 XD07 ........................................................................ 57
UKM_LOGS_DISPLAY .................................... 441 VB42 ......................................................................... 70 VL01C .................................................................... 235 XD99 ........................................................................ 57
UKM_MALUS_DSP .......................................... 441 VB43 ......................................................................... 70 VL02N ................................................ 236, 252, 269 Transaction group ................................................ 285
UKM_MASS_DSP1 ........................................... 441 VB44 ......................................................................... 70 VL03N ................................................................... 236 Transfer order ........ 234, 237, 242, 266, 398, 399
UKM_MASS_DSP2 ........................................... 441 VBO2 ...................................................................... 305 VL06G ................................................................... 269 Transit time ............................................................ 230
UKM_MASS_RECON ....................................... 441 VBOF ...................................................................... 305 VL06O ................................................................... 236 Transportation ............................................. 226, 253
UKM_MASS_SHOW ........................................ 441 VD01 ........................................................................ 55 VL06P ................................................................... 241 chain ..................................................................... 255
UKM_MASS_UPD1 .......................................... 439 VD02 ........................................................................ 55 VL09 ...................................................................... 269 leg ........................................................................... 255
UKM_MASS_UPD2 .......................................... 439 VD03 ........................................................................ 55 VL35 ....................................................................... 241 partner ................................................................. 260
UKM_MASS_UPD3 .......................................... 439 VD04 ........................................................................ 57 VL35_S ................................................................... 241 Transportation Info System ............................. 407
UKM_MASS_UPD4 .......................................... 439 VD05 ........................................................................ 57 VL35_ST ................................................................ 241 Transportation planning ................ 229, 254, 404
UKM_MONITOR ............................................... 440 VD06 ........................................................................ 57 VLPOD .................................................................. 271 date ........................................................................ 231
UKM_VECTORS ................................................ 441 VD51 ......................................................................... 89 VLPODA ............................................................... 271 point ...................................................... 43, 254, 261
V/LD ......................................................................... 82 VD52 ......................................................................... 89 VLPODL ................................................................ 271 time ....................................................................... 230
V+21 .......................................................................... 55 VD53 ......................................................................... 90 VLPOF ................................................................... 271 Troubleshooting ................................................... 487
V+23 .......................................................................... 56 VD54 ......................................................................... 90 VLPOQ .................................................................. 271 Truck .......................................................................... 401
516 517
Index
Two-step picking ................................................... 242 W

monitor ................................................................ 244
Warehouse ........................................................ 38, 393
U Warehouse 2 view ................................................. 249
Warehouse Management
Unloading points ..................................................... 50 Info System ......................................................... 407
Update billing documents ................................ 303 status ..................................................................... 237
User menu ............................................................... 464 Wave pick ....................................................... 237, 242
Utilities ..................................................................... 466 WB2_DI_LOG .......................................................... 175
WB22 .......................................................................... 171
V WB2DI1 ............................................................ 174, 175
WB2DI2 ...................................................................... 175
Validity dates ......................................................... 340 WB2DI3 ...................................................................... 175
Validity period ................................................ 73, 261 WB2DI4 ...................................................................... 175
Value contract ........................................................... 90 Weight ......................................................................... 60
Variant configuration .................................. 22, 182 Wild card ................................................................... 357
VBFA ............................................................................. 34 Windows printer .................................................... 486
Vendor, master ...................................................... 407 Workflow .................................................................. 448
View ........................................................................... 466
518
First-hand knowledge.
Matt Chudy is an independent SAP Logistics consulting

lead. He has more than 13 years of experience in Sales and
Distribution, Materials Management, and other logistics
applications, spanning project administration, design, gap
analysis, testing, implementation, and support and training.
Luis Castedo is an independent systems and business

consultant with more than 20 years of experience. For the
past 15 years, he has been focused on SAP implementa-
tions, spanning Sales and Distribution, Materials Manage-
ment, Inventory Management, Warehouse Management,
and Transportation Management.
Ricardo Lopez is an SAP veteran of 20 years. He is a PMP

project manager with an SD certification from SAP America.
As a senior manager with a solid background coordinating
and managing major OTC projects and devising plans and
schedules, Ricardo has two decades of consulting experi-
ence directing implementations of SAP applications such
as Sales and Distribution, SAP FSCM/Biller Direct, Credit and
Dispute Management, and SAP Fiori.
Matt Chudy, Luis Castedo, Ricardo Lopez

Sales and Distribution in SAP ERP:
Business User Guide
518 Pages, 2018, $79.95 We hope you have enjoyed this reading sample. You may recommend
ISBN 978-1-59229-881-5 or pass it on to others, but only in its entirety, including all pages. This
reading sample and all its parts are protected by copyright law. All usage
www.sap-press.com/4526 and exploitation rights are reserved by the author and the publisher.

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First-hand knowledge.

“Shipping and Transportation”

Matt Chudy, Luis Castedo, Ricardo Lopez

Sales Shipping Transportation

Figure 4.1 SAP ERP Logistics Processes

4.2 Outbound Delivery

Figure 4.2 Outbound Delivery

4.2.1 Checks on Delivery Creation

쐍 Shipping conditions 쐍 Transportation planning date

4.2.2 Create an Outbound Delivery

Figure 4.6 Delivery Create: Overview

Figure 4.5 Outbound Delivery with Order Reference

Figure 4.7 Picking Tab for Deliveries

Figure 4.9 Goods Movement Data for Deliveries

Figure 4.10 Delivery Number in the Status Bar

쐍 Full SAP ERP WM

Creating a Wave Pick

Figure 4.12 Outbound Deliveries for Picking

Figure 4.11 Outbound Delivery Monitor

Figure 4.13 Day’s Workload for Picking

Figure 4.17 Status Bar Showing the Group

Transaction Menu Path

VL35_ST – Create According to Logistics 폷 Sales and Distribution 폷 Shipping and

Table 4.2 Wave Picks Maintenance

Figure 4.15 Create Delivery Group with SAP ERP WM Reference

4.3.2 Two-Step Picking

High Rack— Individual Sorting/

Two-Step Picking Example

Figure 4.21 All Materials and Total Quantities for Each

Figure 4.24 View of Group for 2-Step Picking Screen

Figure 4.22 Status Showing the Number of Tranfer Orders Created

4. Go to the two-step picking monitor by choosing Logistics 폷 Sales and Distribution 폷

1. To create the individual transfer order, go to Logistics 폷 Sales and Distribution 폷

Figure 4.29 Create TO by Mult. Processing: Doc. Closing Info Screen

Transaction Menu Path

4.4.2 Packing Steps

Now that you understand packing, let’s move on to shipments.

Figure 4.37 Create Shipment: Initial Screen

Figure 4.40 Shipment Deadlines from the Shipment Overview Screen

Figure 4.38 Delivery Selection Screen for Shipments

VT06 – Mass Change Logistics 폷 Sales and Distribution 폷 Shipping and

VT70 – Print Logistics 폷 Sales and Distribution 폷 Shipping and

VT14 – Utilization List Logistics 폷 Sales and Distribution 폷 Shipping and

Table 4.5 Shipment Transactions

Figure 4.47 Purchase Order History

VI04 – Create Multiple Processing Logistics 폷 Logistics Execution 폷 Transportation 폷

VI02 – Change Single Document Logistics 폷 Logistics Execution 폷 Transportation 폷

VI05 – Change Multiple Processing Logistics 폷 Logistics Execution 폷 Transportation 폷

VI12 – Settlement List Logistics 폷 Logistics Execution 폷 Transportation 폷

Table 4.6 Shipment Cost Document Transactions

4.7 Goods Issue

4.7.2 Document Flow

Figure 4.50 Document Flow Figure 4.52 Accounting Document

Table 4.7 lists the important transactions to process goods issue.

Transaction Menu Path

VL09 – Cancellation/Reversal Logistics 폷 Sales and Distribution 폷 Shipping and

Table 4.7 Goods Issue Transactions

1.1 Sales and Distribution at a Glance ............................................................................... 18

1.2 Sales and Distribution Process ....................................................................................... 18

1.4.14 Loading Point ......................................................................................................... 43 2.6.3 Rebate Agreements ............................................................................................. 91

2.2 Business Partners ................................................................................................................ 46

2.6 Agreements ........................................................................................................................... 89 3.7 SAP Credit Management .................................................................................................. 152

4 Shipping and Transportation 225