SD - LO150 - Processes in Sales & Distribution

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LO150 Processes in Sales & Distribution

Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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05 October 2001

LO150 Processes in Sales & Distribution

Overview
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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LO150 Processes in Sales & Distribution

Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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basic

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05 October 2001

LO150 Processes in Sales & Distribution

Overview
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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05 October 2001

LO150 Processes in Sales & Distribution

Overview
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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CONTENTS

Course Overview
Navigation
Enterprise Structure in Sales and Distribution
Master Data in Sales and Distribution
Sales Order Processing Part 1
Sales Order Processing Part 2
Shipments
Availability Checking
Credit Management
Pricing (The Condition Technique)
Customer Consignment Stock
Reporting and Analysis in Sales and Distribution

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05 October 2001

LO150 Processes in Sales & Distribution

Navigation
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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05 October 2001

LO150 Processes in Sales & Distribution

Navigation
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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05 October 2001

LO150 Processes in Sales & Distribution

Navigation
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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05 October 2001

LO150 Processes in Sales & Distribution

Navigation
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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LO150 Processes in Sales & Distribution

Log-on
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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10

LO150 Processes in Sales & Distribution

Screen Elements
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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11

LO150 Processes in Sales & Distribution

SAP Easy Access - Standard


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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12

LO150 Processes in Sales & Distribution

Selecting Functions
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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13

LO150 Processes in Sales & Distribution

Role-Based User Menu


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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14

LO150 Processes in Sales & Distribution

Field Help
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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15

LO150 Processes in Sales & Distribution

System Functions - Services


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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16

LO150 Processes in Sales & Distribution

User Profile
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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17

LO150 Processes in Sales & Distribution

Unit Summary
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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18

LO150 Processes in Sales & Distribution

Enterprise Structure
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Enterprise Structure in
Sales and Distribution

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19

LO150 Processes in Sales & Distribution

Organizational Elements - FI
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Company

Represents a legal/tax entity - Where do you legally represent the


financial events of transacting business?
Arms Lengths Transactions
Level of External Reporting or Legal Sets of Books

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20

LO150 Processes in Sales & Distribution

Organizational Elements - MM
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

Plant

Storage Location

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Usually a Manufacturing Facility, Warehouse, or a Location that Stocks , Manages, and


Valuates Inventory
May be a Physical Site with Multiple Manufacturing/Production Lines
May be Multiple Manufacturing/Production Lines at One Physical Site
Can be a Physical Location(cost centers may or may not be associated to a plant i.e.
administrative vs. manufacturing cost centers)
SD Availability Checking is Normally Done at the Plant Level
Links to Production (PP), Materials Management (MM), and Sales and Distribution (SD)
A Plant is Assigned to A Company
Purchasing Organization are Assigned to Plants

A Location within a Plant where Inventory is Stored

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21

LO150 Processes in Sales & Distribution

Organizational Elements - SD
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Shipping Point

Shipping is an integrated module of sales and distribution processing.


The shipping point is the highest-level organizational unit of shipping that
controls your shipping activities.

Each outbound delivery is processed by one shipping point.

The shipping point can be a loading ramp, a mail depot, or a rail depot. It
can also be, for example, a group of employees responsible (only) for
organizing urgent deliveries.

You assign a shipping point in the SAP System at plant level. A shipping
point is a physical place and should be near the delivering plant. More
than one shipping point can be assigned to a plant.
You can also assign several plants to a shipping point. This can also be
appropriate for plants in physical proximity.

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22

LO150 Processes in Sales & Distribution

Organizational Elements - SD
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Sales Organization

Legal Selling Unit Responsible for Revenue and Product Liability


Sales Orders belong to One Sales Organization(Header Level
Assignment).
Master Data Maintenance for Customers, Pricing at Sales Organization
Level
Sales Organization Assigned to a Company where Sales Revenue is
Recognized(Links SD & FI)
Plants Assigned to a Sales Organization

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23

LO150 Processes in Sales & Distribution

Organizational Elements - SD
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Distribution Channel

Breakdown within Sales for Different Product Disbursement Methods,


such as Wholesale vs Retail or National vs International
Master Data Maintenance for Materials, Pricing, at Sales
Organization/Distribution Channel
Sales Order belong to one Distribution Channel (Header Level
Assignment)
Distribution Channel assigned to a Sales Organization

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24

LO150 Processes in Sales & Distribution

Organizational Elements - SD
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Division

A way of Grouping Materials, Products, or Services


Sales Orders belong to One Division (Header Level Assignment)

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25

LO150 Processes in Sales & Distribution

Organizational Elements - SD
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Sales Area

Sales Area is a Combination of:

Sales Organization

Distribution Channel

Division

Used to View Sales-Related Master Data

Sales Orders belong to One Sales Area (Header Level Assignment)

Links the Order Entry System(SD) to the Financial/Managerial


System(FI/CO)

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26

LO150 Processes in Sales & Distribution

Organizational Elements - SD
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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E x a m p le O r g a n is a t io n a l S tr u c t u r e
Example: Organizational
Structure

C om pany Code
H o ln a m , I n c .
(H O L 1 )
S a le s O r g a n i s a t i o n
D o m e s tic S a le s
9000

P la n t
S t L o u is
002

D is t r i b u t io n C h a n n e l
W h o l e s a le
90

S h ip p in g P o in t
T ru ck
9002

P la n t
C l a r k s v i l le
001

D iv is io n
C e m e n t B u lk
00

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27

LO150 Processes in Sales & Distribution

Master Data
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Master Data in Sales


and Distribution

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28

LO150 Processes in Sales & Distribution

Master Data in Sales and Distribution


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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29

LO150 Processes in Sales & Distribution

Master Data in Sales and Distribution


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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30

LO150 Processes in Sales & Distribution

Partner Types
Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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There are different types of Business Partners, each of which perform a


different function.
For example:
Goods and services are purchased from a Vendor Business Partner.
Goods or services are sold to a Sold-to Business Partner.
Within SAP we hold details about our Business Partners. This data is held
within Master Files.
The data you need to hold in SAP is different for each type of Business
Partner. Therefore you have different master files for each partner type. For
example a Vendor master is different from a Sold-to Customer master.

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31

LO150 Processes in Sales & Distribution

Customer Partner Types


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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When goods or services are sold to a Customer, you have to consider the
Customers structure, both in terms of their geographical location(s) and
their internal hierarchy.
The Customer might have a simple structure with only one address
from which purchase orders are received, product is shipped to, the
invoice is mailed to, and ultimately payment is received from.
However they might have a more complex structure where, for
example, you would receive orders from one address, ship product to
one of several other address, send the invoice to another address and
ultimately receive payment from a completely different organization.
In order to accommodate complex Customer structures, SAP separates these
different business functions, into the following Customer Partner Functions:
A Sold-to party.
A Ship-to party.
A Bill-to party.
A Payer.
These are explained in the next few slides.

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05 October 2001

32

LO150 Processes in Sales & Distribution

Sales Partner Definition


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Sold-To Party
The Sold-to party is the party which places an order for the
delivery of goods or the rendering of services. As a default
when a Sold-to is created, it also performs the function of Billto, Payer and Ship-to.
Ship-To Party
The Ship-to party is where the goods will be delivered.

Delivery Location
i.e. F.A.S. Port
Bill-T0 Party
The Bill-to party is simply the address to which the invoice is
mailed.
Payer
The Payer is the Company who settles the invoice for the
delivery of goods or rendering of services.

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33

LO150 Processes in Sales & Distribution

Within The Sales Process


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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In This Example The Following Business Partners Can


Be Identified.

Sold-to party

Purchase Order

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34

LO150 Processes in Sales & Distribution

Within The Sales Process


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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In This Example The Following Business Partners Can


Be Identified.

Goods

Sold-to party

Ship-to party

Delivery Location

Purchase Order

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05 October 2001

35

LO150 Processes in Sales & Distribution

Within The Sales Process


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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In This Example The Following Business Partners Can


Be Identified.

Sold-to party

Goods
Delivery Location

Ship-to party

Bill-to party

Purchase Order
Invoice

Customer
Proprietary and confidential information

05 October 2001

36

LO150 Processes in Sales & Distribution

Within The Sales Process


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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In This Example The Following Business Partners Can


Be Identified.

Sold-to party

Ship-to party

Bill-to party

Payer

Goods
Delivery Location

Purchase Order

Payment
Invoice

D
C

Customer
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05 October 2001

37

LO150 Processes in Sales & Distribution

Linking Business Partners


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Sold-to 90001234

Bill-to 90001234

Payer 90001234

Within a Sold-to Customer Master we list


the partners who perform the Bill-to,
Payer and Ship-to functions for this Soldto.
You will probably find that most Sold-tos
also perform these functions for
themselves (as shown). It is for this
reason that when a Sold-to it is created it
defaults as performing these functions.
This can be changed.

Ship-to 90001234

If we Ship product to different address


for this Sold-to, then each of these
address need to established as Ship-to's
and then listed as such within the Soldto. A Sold-to could have several Ship-tos
listed.

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38

LO150 Processes in Sales & Distribution

Linking Business Partners


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Ship-to
Bill-to

Sold-to

Ship-to
Ship-to

Payer
Bill-to

Sold-to

Ship-to
Ship-to

The above represents an example of a Customer structure, with two selling units
each with a unique address, several delivery addresses, one of which is
shared
between the two sales units.
The two sales units are invoiced separately but payment is received from their
Head Office accounting unit.
In the above example each Sold-to Customer Master would contain the following Partners:
The Sold-to would be listed as performing the Bill-to function.
The Payer would be listed as performing the Payer function.
Each of the three Ship-to's would be listed as Ship-to's.
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39

LO150 Processes in Sales & Distribution

Customer Master Structure


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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Within a Master File data is grouped into screens.


These groupings are based upon:
Functionality What the data is used for.
Applicability Is the data applicable for
the whole Company of just
one Sales area /
department.
During Master Data collection we will be following the natural SAP screen groupings.
Therefore the Customer Master Data can be broken down into the following screens.

General
Unloading Account
Partners
Information Points
Management
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Contacts

05 October 2001

Sales

40

LO150 Processes in Sales & Distribution

Data Origin in Sales


Course Content
Overview
Navigation
Enterprise Structure
Master Data
Sales Order
Processing Part 1
Sales Order
Processing Part 2
Shipments
Availability
Checking
Credit Management
Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

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05 October 2001

41

LO150 Processes in Sales & Distribution

Customer Master
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05 October 2001

42

LO150 Processes in Sales & Distribution

General Data Screens


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05 October 2001

43

LO150 Processes in Sales & Distribution

Unloading Points
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Unloading points are used in SAP to further identify the delivery point within the
delivery (Ship-to) location.
Our Customers Ship-to location might be a large plant with several warehouses.

In the Customer master you could set each warehouse as an unloading point.
you would do this if...
You wanted to make the selection at order entry, so that it, perhaps,
printed on transportation documentation.
If you need to record a separate calendar for each warehouse of their
opening days / times.
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05 October 2001

44

LO150 Processes in Sales & Distribution

Company Code Data Screens


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05 October 2001

45

LO150 Processes in Sales & Distribution

Sales Area Data Screens


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05 October 2001

46

LO150 Processes in Sales & Distribution

Partner Functions
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05 October 2001

47

LO150 Processes in Sales & Distribution

Material Master
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05 October 2001

48

LO150 Processes in Sales & Distribution

Material Master - SD Data


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05 October 2001

49

LO150 Processes in Sales & Distribution

Cross Division Sales


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05 October 2001

50

LO150 Processes in Sales & Distribution

Division Specific Sales


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05 October 2001

51

LO150 Processes in Sales & Distribution

Customer/Material Information
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05 October 2001

52

LO150 Processes in Sales & Distribution

Incompletion Log
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53

LO150 Processes in Sales & Distribution

Incompletion Log
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Take a look at Sold-to Customer 11.

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05 October 2001

54

LO150 Processes in Sales & Distribution

Sales Order Processing - Part 1


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05 October 2001

55

LO150 Processes in Sales & Distribution

Overview of Sales Processes


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05 October 2001

56

LO150 Processes in Sales & Distribution

Sales Order Processing


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05 October 2001

57

LO150 Processes in Sales & Distribution

Procurement
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05 October 2001

58

LO150 Processes in Sales & Distribution

Shipping
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05 October 2001

59

LO150 Processes in Sales & Distribution

Billing
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05 October 2001

60

LO150 Processes in Sales & Distribution

Payment
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05 October 2001

61

LO150 Processes in Sales & Distribution

Documents in SD
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62

LO150 Processes in Sales & Distribution

Creating an Order
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63

LO150 Processes in Sales & Distribution

Sales Document Structure


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64

LO150 Processes in Sales & Distribution

Creating a Delivery
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65

LO150 Processes in Sales & Distribution

Structure of A Delivery
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66

LO150 Processes in Sales & Distribution

Loading (Picking)
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05 October 2001

67

LO150 Processes in Sales & Distribution

Posting Goods Issue


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05 October 2001

68

LO150 Processes in Sales & Distribution

Creating a Billing Document


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69

LO150 Processes in Sales & Distribution

Billing Document Structure


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70

LO150 Processes in Sales & Distribution

Effects of Billing Document


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71

LO150 Processes in Sales & Distribution

Document Flow in SD
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72

LO150 Processes in Sales & Distribution

Document Flow on Item Level


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73

LO150 Processes in Sales & Distribution

Sales Order Processing - Part 2


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74

LO150 Processes in Sales & Distribution

Sales Document Types


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75

LO150 Processes in Sales & Distribution

Sales Document Functions


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76

LO150 Processes in Sales & Distribution

Plant Determination
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77

LO150 Processes in Sales & Distribution

Item Categories
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78

LO150 Processes in Sales & Distribution

Item Category Determination


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79

LO150 Processes in Sales & Distribution

Item Category Determination


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05 October 2001

80

LO150 Processes in Sales & Distribution

Shipping Point Determination


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81

LO150 Processes in Sales & Distribution

Routes
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82

LO150 Processes in Sales & Distribution

Route Determination
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05 October 2001

83

LO150 Processes in Sales & Distribution

Delivery Scheduling
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84

LO150 Processes in Sales & Distribution

Transportation Scheduling
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85

LO150 Processes in Sales & Distribution

Backward Scheduling
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86

LO150 Processes in Sales & Distribution

Forward Scheduling
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87

LO150 Processes in Sales & Distribution

Collective Processing in Shipping


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88

LO150 Processes in Sales & Distribution

Outbound Delivery Options


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89

LO150 Processes in Sales & Distribution

Picking in Shipping Processing


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90

LO150 Processes in Sales & Distribution

Collective Picking
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91

LO150 Processes in Sales & Distribution

Picking Options
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92

LO150 Processes in Sales & Distribution

Collective Processing for PGI


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93

LO150 Processes in Sales & Distribution

Collective Processing in Billing


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94

LO150 Processes in Sales & Distribution

Billing Options
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95

LO150 Processes in Sales & Distribution

Worklists
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Master Data
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97

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Shipments
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98

LO150 Processes in Sales & Distribution

Document Flow with Shipments


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99

LO150 Processes in Sales & Distribution

Creating Shipment Documents


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100

LO150 Processes in Sales & Distribution

Loading & Packing Shipments


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101

LO150 Processes in Sales & Distribution

Billing Shipment Costs


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102

LO150 Processes in Sales & Distribution

Connection to Accounting
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104

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105

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ATP Check in the Sales Order


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106

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Material Availability Date


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107

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Plant Check
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108

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Control of Availability Check


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109

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Transfer of Requirements
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110

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Complete and Partial D/Ns


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111

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Partial Delivery Agreements


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1: Confirmation on Required Delivery Date
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113

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Result for Example 1


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114

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2: Confirmation for a Later Date


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LO150 Processes in Sales & Distribution

Results for Example 2


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3: Partial Deliveries
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117

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Results for Example 3


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118

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4: Check with Replenishment Lead Time


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119

LO150 Processes in Sales & Distribution

Backorder Processing
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120

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Credit Management
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121

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Credit Management
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122

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Credit Management
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Credit Management
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125

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Credit Management
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Credit Management
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Credit Management
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Credit Management
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Credit Management
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Credit Management
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Credit Management
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Credit Management
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Credit Management
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Credit Management
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Credit Management
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Master Data
Sales Order
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141

LO150 Processes in Sales & Distribution

Pricing
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142

LO150 Processes in Sales & Distribution

Preliminary To Be Process
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&

Customer X

&
During the creation of an order SAP will calculate the price to the

Customer.
This price can be made up of different elements.
Base Price
Discounts
Freight Charged
Freight Accrued
Cost of Goods
Taxes
These pricing elements, not all of which effect the price to the Customer
can then post to different G/L accounts.
SAP Pricing will integrate closely with Vertax to determine tax
percentages.
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143

LO150 Processes in Sales & Distribution

The Condition Technique


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Soda

Shopping
List

Cookies

Chocolate (snack)
Milk

Types
of Product
to Buy

Beer

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144

LO150 Processes in Sales & Distribution

The Condition Technique


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Processing Part 1
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Customer
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Reporting and
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Appendix

Shopping List
Soda

Coke x 24
Coke x 12
Pepsi x 12
Ginger Ale x 12

Soda

Coke x 24
Coke x 12
Pepsi x 12
Ginger Ale x 12

Soda

Coke x 24
Coke x 12

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For each type thee is a sequence that


was followed in the search.

Pepsi x 12

For each access we indicate if we should


stop here of carry on, after a successful
search.

For each access we also indicate if we


should buy it, or was it merely research.

Ginger Ale x 12

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145

LO150 Processes in Sales & Distribution

The Condition Technique


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Processing Part 2
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Checking
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Adjustments
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Reporting and
Analysis
Appendix

Shopping List
Soda

Coke x 24
Coke x 12
Pepsi x 12
Ginger Ale x 12

Cookies

Scottish Shortbread
Jaffa Cakes
Oreos Large
Oreos Small

Chocolate (snack)

Three Musketeers
Milky Way
Mars bars

Milk

2% half gallon (>5 days)


2% Quart (> 5 days)
2% Pint (>3 days)
Full Quart (>5 days)

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Full Pint (>1 day)

Beer

Boddigntons
Newcastle Brown

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146

LO150 Processes in Sales & Distribution

The Condition Technique


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Processing Part 1
Sales Order
Processing Part 2
Shipments
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Checking
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Pricing
Returns and
Adjustments
Customer
Consignment Stock
Reporting and
Analysis
Appendix

Procedure
Soda

Coke x 24
Coke x 12
Pepsi x 12
Ginger Ale x 12

Cookies

Scottish Shortbread
Jaffa Cakes
Oreos Large
Oreos Small

Chocolate (snack)

Three Musketeers
Milky Way
Mars bars

Milk

2% half gallon (>5 days)


2% Quart (> 5 days)
2% Pint (>3 days)
Full Quart (>5 days)
Full Pint (>1 day)

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Beer

Boddigntons
Newcastle Brown

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147

LO150 Processes in Sales & Distribution

The Condition Technique


Course Content
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Procedure

Exclusive Indicator
Access Sequence
Coke x 24

Soda

Coke x 12

Statistical Indicator
(TPM?)

Pepsi x 12
Ginger Ale x 12
Scottish Shortbread

Cookies

Jaffa Cakes
Oreos Large
Oreos Small

Chocolate (snack)

Three Musketeers
Milky Way
Mars bars

Milk

2% half gallon (>5 days)


2% Quart (> 5 days)
2% Pint (>3 days)
Full Quart (>5 days)
Full Pint (>1 day)

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Beer

Boddigntons
Newcastle Brown

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LO150 Processes in Sales & Distribution

The Condition Technique


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The Condition Technique is used through-out SD. For Example:


Pricing
Output Determination
Text Determination
Exclusions
Inclusions
G/L Account Assignment
Partner Determination
The concept uses:
Condition Types

E.g.

ZR00 is a pricing condition type for Price.


BA00 is an output condition type for Order Confirmation

Procedures

A procedure is a list of condition types.


E.g.
ZHOL01 Holnam Demo is a pricing procedure.

Condition Records

These are Master Data.


E.g.
If Customer nn buys Material nn the ZR00 price = 76.00 USD
per 1 Ton
If Customer = nn then print a BA00 Order Confirmation.

Tables

These are created in configuration and store the condition records.

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LO150 Processes in Sales & Distribution

Returns and Adjustments


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Returns and Adjustments

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LO150 Processes in Sales & Distribution

Returns & Credit Processing


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LO150 Processes in Sales & Distribution

Returns / Credit Overview


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LO150 Processes in Sales & Distribution

Complaints Processes
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153

LO150 Processes in Sales & Distribution

Processing Credit & Debit Memos


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LO150 Processes in Sales & Distribution

Approval of a Credit Memo


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155

LO150 Processes in Sales & Distribution

Processing Returns
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156

LO150 Processes in Sales & Distribution

Processing Invoice Corrections


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157

LO150 Processes in Sales & Distribution

Invoice Correction Procedure


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LO150 Processes in Sales & Distribution

Canceling a Billing Document


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LO150 Processes in Sales & Distribution

Returns Process Flow


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The standard order process flow is:


Order
Delivery
Invoice
With the invoice being created from the Delivery for the quantity actually
Goods Issued (shipped).
However the Return order process flow, is slightly different:
Invoice
Order
Delivery
With the invoice being created directly from the Order and not the Delivery.
This allows us to accommodate situations similar to the below
example.
Youve just shipped me 20 cases of wine and Im sorry to say that they are all bad.
However I did not realize this until we had opened one full case. I
would like my
money back for the full 20 cases, now, and I will
return you the remaining 19
cases next week.
Or
Youve just shipped me 20 cases of wine and Im sorry to say that I ordered the
wrong product and would like to return it for full credit.

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To accommodate this we would create a Return order for 20 cases and allow it to
go through to Billing (were it will generate a credit for 20 cases)
and then, when
we physically receive the cases back, we
would processProprietary
a Delivery
Note
for
19.
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Summary
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161

LO150 Processes in Sales & Distribution

Customer Consignment Stock


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Customer Consignment Stock

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Preliminary To Be Process
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$
Holnam

Customer X

SAP delivers four Sales Orders to fully handle Customer Consignment Stock.

Consignment Fill This order facilitates the movement of Inventory to the


Customers facility. The ownership of the Inventory remain Allied-Domecqs
and therefore there is no pricing associated with
Consignment Pick-up This order type would be used if we had to collect
our product from our Customers location. For Example: We are
low on stock.
It should be noted that it is unlikely that this will be
used.
Consignment Issue This reflects the product which the Customer has
taken. This order is entered on an agreed schedule (weekly) and reduces our
inventory and generates an invoice to the Customer.
Consignment Return This would record quantities that the Customer
placed
back into Consigned inventory. It would increase our stock
and generate a
credit to the Customer. It should be noted that
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LO150 Processes in Sales & Distribution

Reporting and Analysis on SD Processes


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LO150 Processes in Sales & Distribution

Reporting and Analysis on SD Processes


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LO150 Processes in Sales & Distribution

Unit Objectives
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LO150 Processes in Sales & Distribution

Reporting and Analysis Overview


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LO150 Processes in Sales & Distribution

Sources of SD Information
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LO150 Processes in Sales & Distribution

Lists and Reports


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LO150 Processes in Sales & Distribution

Example - Lists of Sales Orders


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LO150 Processes in Sales & Distribution

Examples - Documents by Status


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LO150 Processes in Sales & Distribution

Processing Worklists
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Document Flow
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LO150 Processes in Sales & Distribution

Data Warehouse Concepts


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LO150 Processes in Sales & Distribution

Outbound Delivery Process


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LO150 Processes in Sales & Distribution

High-Level Information Flow - 1


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High-Level Information Flow - 2


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High-Level Information Flow - 3


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High-Level Information Flow - 4


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LO150 Processes in Sales & Distribution

High-Level Information Flow - 5


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LO150 Processes in Sales & Distribution

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