ERP – Sales and Distribution – Exercise-3a

ERP – Sales and Distribution

Exercise-3a

INFORMATION SYSTEMS PROGRAM

 ERP – Sales and Distribution – Exercise-3a

Exercise-4: Master Data in Sales and Distribution

Exercise Objectives
After completing this exercise, you will be able to:
 Maintain customer master record
 Understand the effect of customer master data on document processing in sales and
distribution
 Issue output for sales and distribution documents on the screen

Task 1: Customer Master Data

1. Create a new customer master record with number 20219 for sales area 1000, 12, 00 and
company code 1000 (Account group: Sold-to party – 0001) based on the information below.
Save the customer master record.
General Data
Address Data
Name Miller B19
Search Term LO150-B19
Street Venus Street B19 12
Post Code 20111
City Hamburg
Country Germany
Region Hamburg
Transportation Zone Region North
Language English
Control Data
VAT Registration Number DE191234567
Company Code Data
Reconciliation Account 140000
Sales Area Data
Sales
Customer Group Trading Companies
Shipping
Shipping Conditions 19 Standard
Delivering Plant Hamburg (1000)
Billing Documents
Incoterms EXW Hamburg
Terms of Payment 0001
Tax Classification 1

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Capture screen the Sales Area Data

2. Change Customer Master Record of the sold-to-party from the previous exercise (20219).
In the sales area data, create the additional ship-to-party on the partner functions tab page
using number T-S50B19. Capture and save the change data.

3. Create a standard order for the new customer based on the purchase order. Save and write
down the sales order number.
Field Value
Customer Search Term: LO150-B19
Ship-to-party T-S50B19
Purchase Order 5-411
Requested Delivery date In 10 days

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Field Value
Material T-ASB219
Quantity 2

Field Value
Incoterms FOB Hamburg
Sales Order Number Standard Order 16788

Capture screen of the sales order

4. Change customer master record and check the effect on sales order created previously.
Field Value
Address Enjoystr. B19 99
Terms of Payment ZB02

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Capture the address of the sold-to-party

Capture the terms of payment in the sales order.

5. Display the previously entered sales order and check the address of the sold-to-party and the
terms of payment in the sales order. Did it also changed in the sales order? Explain using
your own language.
Yang berubah hanyalah alamat karena data lain selain data alamat akan tetap
dipertahankan
Data selain alamat akan berubah setelah master data diganti.

6. Create Outbound Delivery for the previous standard order. Check the ship-to-party address
in the outbound delivery. Save and write down the customer number of the ship-to-party and
the document number

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Field Value
Ship-to-party T-S50B19
Document Number Delivery 80018633

Capture the ship-to-party screen.

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 ERP – Sales and Distribution – Exercise-3a

Exercise-5: Material Master Data and Customer-Material Info Record

Exercise Objectives
After completing this exercise, you will be able to:
 Maintain customer master record
 Maintain customer-material info record
 Understand the effects of material master data and customer-material info on the processing
of documents in sales and distribution

Task 1:
1. Create a new material master record for plant 1000, sales organization 1000, and
distribution channel 12. The new material is similar to the existing material T-ASB119.
Maintain the new material master for view Basic Data 1, Sales: Sales Org. Data 1, Sales:
General/Plant Data, and Sales Text based on the information below.
Field Data
Industry Sector Retail
Material Type Trading Goods
Reference Material T-ASB119
Basic Data 1
Material Description Headlight B19
Base Unit of Measure PC
Gross Weight 1 Kilogram
Net Weight 1 Kilogram
Sales: Sales Org. Data 1
Tax Classification Full Tax
Minimum Order Quantity 10
Minimum Delivery Quantity 5
Price: as of 1 piece 20 EUR per piece
Sales: General/Plant Data
Transportation Group Palettes
Loading Group Crane
Sales Text
Sales Text “Material is fragile!”

Save the material master record and write down the number.
Material 3221

2. Add view Accounting 1 to material master created previously for plant 1000 and maintain
the view based on the information below.
Accounting Data 1
Price Control Moving Average Price(V)
Moving Price 10

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Capture screen the Accounting Data 1

Task 2: Enter goods receipt

1. You are informed that for the new headlight 200 pieces have already been delivered. Enter
the goods receipt for this amount.
Field Value
Movement Type 561
Plant 1000
Storage Location 0001
Material Your material number from previous
exercise
Quantity 200 pieces

Capture screen the Goods Receipt

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Task 8: Customer Material Info Record

1. Customer T-S50A19 orders materials using his own material numbers. To facilitate order
entry, you create a customer-material info record for sales organization 1000 and
distribution channel 12 based on the information below.
Field Value
Material Your material number from previous
exercise
Customer-material number K-4702-19
Customer-material Description Headlight 47B 19
Minimum delivery quantity 10 PC

Capture screen the Customer Material Info Record

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Task 9: Create a sales order using a customer material number

1. Create a sales order using a customer-material number created in the previous exercise.
Field Value
Customer T-S50A19
Purchase Order 5-1911
Requested Delivery date In 10 days

Field Value
Customer-material number K-4702-19
Quantity 10

Save the sales order and write down the document number.
Standard Order 16841

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Capture screen of the sales order

Task 10: Create Outbound delivery

1. The sales order should already be delivered. Create an outbound delivery for the previous
standard order.
selection date 20 days into the future. Use shipping point Z19.

Save the outbound delivery and write down the document number.
Delivery 80018664

Capture screen of the outbound delivery.

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2. Display and capture delivery note to check how the customer material number will be
printed.

Exercise 6: Additional Master Data

Exercise Objectives
After completing this exercise, you will be able to:
 Maintain condition master data
 Describe the pricing in a sales order

Task 1: Create a Condition Master Data

1. Create a condition master record for prices. You have agreed with customer T-S50A19 that,
from now on, they are to receive material T-ASB119 at a quantity-dependent lower price.
These agreements should be valid until the end of the year. Enter the condition master
record for the customer-specific price for sales organization 1000 and distribution channel
12.
Field Value
As of 1 piece: 29 EUR
As of 10 pieces: 28 EUR
As of 100 pieces: 27 EUR
Condition Type PR00
Key Combination Customer/Material with release status

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Capture screen the condition

Task 3: Create a condition master record for discounts

1. You have agreed with customer T-S50A19 that, from now on, they are to be granted a
percentage discount for all materials, depending on the item value. These agreements
should be valid until the end of the year. Enter the condition master record for the
customer-specific discount for sales organization 1000, distribution channel 12 and
division 00.
Field Value
As of 100 EUR: -1%
As of 500 EUR -2%
As of 1000 EUR: -3%
Condition Type K007
Key Combination Customer/Material with release status

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Capture screen the condition

You receive another order

1. After saving the price agreement with the major customer in the system, Create a
standard order and make sure that the automatic pricing function has determined the
correct prices and discounts.
Field Value
Customer T-S50A19
Purchase Order 5-2311
Requested Delivery date In 10 days

Field Value
Material T-ASB119
Quantity 20

2. During order entry, you want to make sure that the automatic pricing function has
determined the correct prices and discounts
Hint: In order to trace the pricing in the sales order, choose Item conditions.

3. Which price per piece was determined by the system?

4. Which customer discount was determined by the system?

Save the sales order and write down the document number.

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Capture screen of the determined price and discounts by system.

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