Professional Documents
Culture Documents
SD
SD
SD
Sales Support Sales Shipping and Transportation Billing Credit Management Foreign Trade
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
Client 410
Sales Area
Company Code C100 Sales Org S100
Plant P100
Plant P101
Division (01)
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
Plant P100
Plant P101
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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Client 410
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
12
Accounting Data
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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Client 410
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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You can also maintain default text to appear on sales orders for that customer
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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SD: Output
Output is information that is sent to the customer using various media, such as:
E-mail Mail EDI Fax XML
Output examples:
Quotation Confirmation Invoice
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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Invoice Customer
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
Implementing and tracking direct mailing, internet, and trade fair campaigns based on customer attributes
Pre-sales documents need to be managed within the presales activities: Inquiries and Quotations. These documents help identify possible sales related activity and determine sales probability.
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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SD Process: Inquiry
An inquiry is a customers request to a company for information or quotation in respect to their products or services without obligation to purchase.
How much will it cost Material/Service availability May contain specific quantities and dates
The inquiry is maintained in the system and a quotation is created to address questions for the potential customer.
January 2007 (v1.0)
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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SD Process: Quotation
The quotation presents the customer with a legally binding offer to deliver specific products or a selection of a certain amount of products in a specified timeframe at a pre-defined price.
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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The electronic document that is created should contain the following basic information:
Customer Information Material/service and quantity Pricing (conditions) Specific delivery dates and quantities Shipping information Billing Information
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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Line Item
Information about the specific product: Ex: material and quantity, cost of an individual line
Schedule Lines
Uniquely belongs to a Line Item, contains delivery quantities and dates for partial deliveries
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2nd
3rd
4th
5th
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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Loading
2nd
3rd
4th
6th
7th
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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The system will automatically search for price, discounts, surcharges, calculate taxes and freight. You have the ability to manually manipulate the pricing at both the header and line item level within the sales order by entering a condition type and amount.
Taxes and freight can be set-up so we cant manually enter.
January 2007 (v1.0)
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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The shipping process begins when you create the delivery document for the sales order. This document controls, supports, and monitors numerous sub-processes for shipping processing:
Picking Packing Post Goods Issue
Integrated with the Material Management (MM) and Finance (FI) modules
January 2007 (v1.0)
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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SD Process: Shipping
Sales Order 1 Sales Order 4 Sales Order 5
Sales Order 2
Delivery 813
Delivery 816
Sales Order 3
Delivery 814
Delivery 812
Delivery 815
Order Combination
Partial Delivery
Complete Delivery
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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Delivery: Picking
Quantities based on delivery note Assigned date when picking should begin Automated storage location assignment Supports serial number/lot number tracking and batch management Integrated with Warehouse Management (WM)
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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SD Process: Billing
The billing document is created by coping data from the sales order and/or delivery document.
Order-based billing Delivery-based billing
The billing process is used to generate the customer invoice. It will update the customers credit status.
January 2007 (v1.0)
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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Order 6
Delivery 821
Delivery 833
Collective Invoicing
Order 9
Delivery 834 Order 14 Delivery 856 Invoice 968
Split Invoicing
Invoice 991
Order 32 Delivery 886 Invoice 992
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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SD Process: Payment
Payment is the final step in the sales order process, this step is managed by the Financial Accounting department. Final payment includes:
Posting payments against invoices. Reconciling differences between payment and invoice.
Payment will create a posting clearing the liability in the A/R account and decreasing your bank account.
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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Materials Management
(MM)
BPI - Overview
2007 by SAP AG. All rights reserved. SAP University Alliance. The Rushmore Group, LLC
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