Order To Cash:: Organizational Structure and Master Data Maintenance

Order to Cash:
Organizational Structure and Master Data

Maintenance
Order to Cash
Course Tracks
Organization Structure/Master Data Maintenance
Over
view
Presales
Activity
Order
Fulfillment
Delivery
Fulfillment
Billing
Cash
Collection
Sales/Accounts Receivable Reporting
Objective of this
Course
Understand the organizational structure for
sales and distribution, especially those
elements related to its configuration.
Understand how the views are organized in the
material master record and at which
organizational level material data is maintained.
Understand the three levels of data stored in a
customer master record.
Objective of this
Course
Understand concept of field selection and how
it relates to customer master records through
the account group.
Know the use of factory calendars
Know the business practices applicable to
organizational structure and master data
maintenance
At the End of the

Course:
You should be able to:
Define an organizational unit and assign it to an
enterprise structure in customizing.
Know how to create, change and display
customer and material master records.
Know how to configure field selection for a
customer master field.
Content of this
Course
1.
2.
3.
4.
5.
6.
7.
SAP hierarchy structure
Organization in finance
Organization in material management
Organization in sales and distribution

Business practices for organizational structure maintenance
Configuration setup for organizational structure
Material master maintenance
Business practices for material master maintenance
Transaction tasks for material master maintenance
Configuration tasks for material master maintenance
Content of this
Course
8.
9.
10.
11.
12.
13.
Business partner/customer master maintenance

Field selection for account group
Business practices for customer master maintenance
Transaction tasks for customer master maintenance
Configuration tasks for customer master maintenance
Factory calendar
Organizational
Structure and Master
Data Maintenance
SAP hierarchy structure
Material master
Business partner/
customer
Factory calendar
8
SAP Hierarchy
Structure
Organization in
Accounting
(Financial)
Client
Company Code 1
Company Code 2
Business Business
Area 1
Area 2
Business
Area 1
Business Business
Area 3
Area 4
Business
Area 2
Company Code 3
10
Organization in MM:
Plants and Storage
Locations
Client
Company Code 1
Company Code 2
Plant 1
Plant 3
Plant 2
= Storage Locations
= Batches
11
Organization in Sales and

Distribution: Sales
Organization
Client
Company Code 1
Sales
1
Organization
Sales
Organization
Company Code 2
Sales
3
Organization
Company Code 3
Sales
4
Organization
12

Distribution: Distribution
Channels
Sales Organization
Distribution Channels
Wholesale
Trade
Retail
Trade
Direct
Sales
13
Organization in Sales
and Distribution:
Divisions
Sales Organization
Divisions
Business
Publications
Business
Software
14

Distribution: Sales Areas
(Sales
Organization)
Sales
Organization
1
Sales
Organization
2
(Division)
(Distribution
Channel)
Sales Area
1
Sales Area
2
Sales Area
3
Sales Area
4
Sales Area
5
15
Sales Organization & Plant

Assignment
Client
Company Code 1
1
Sales
Organization
Plant 1
Company Code 2
Sales
Organization
Sales
Organization
Plant 2
Plant 3
Plant 4
16
Organization in Shipping
Plant 1
Plant 2
UPS
Shipping Point 1
Shipping Point 2
Shipping Point 3
Loading Point 1
Loading
Point 2
17
Transportation Planning Point
Shipment
Document
Delivery #
Delivery #
Delivery #
Delivery #
Delivery #
Delivery #
Delivery #
18
Organization Structure
Business Practice
Define business processes and organizations

Define sales and distribution organization
19
Organizational Levels
Affecting SD in IMG
Specify Valuation Level

Define Sales
Organizations
Initialize Company
Codes for MM
Create Plants
and Their
Storage Locations
Make Assignments
Plant to company code
Sales organization to company code
Plant to sales organization / distribution channel
Maintain Company
Code-Specific
Parameters
Maintain
Plant-Specific
Parameters
Maintain Sales
Organization-Specific
Parameters
20
Define Sales and Distribution

Organization Configuration
Steps
Define sales and
distribution
organizational
entities
Configure text
and output
related tables
Assign sales and

distribution
organizational
entities
21
Define Sales and Distribution

Organizational Entities
Configuration Tasks
Task
Code
Task Name
Menu Path
OVXB
Define-Copy-Delete-Check Division
Enterprise structure>Definition>Logistics
General>Define,copy,delete,check division
OVX5
Define-Copy-Delete-Check Sales Organization
Enterprise structure>Definition>Sales and

distribution>Define,copy,delete,check sales organization
OVXI
Define-Copy-Delete-Check Distribution Channel
Enterprise structure>Definition>Sales and

distribution>Define,copy,delete,check distribution channel
OVX1
Maintain Sales Office
Enterprise structure>Definition>Sales and distribution>Maintain

sales office
OVX4
Maintain Sales Group
Enterprise structure>Definition>Sales and distribution>Maintain

sales group
OVXD
Define-Copy-Delete-Check Shipping Point
Enterprise structure>Definition>Logistics
execution>Define,copy,delete,check shipping point
OVX7
Maintain Loading Point
Enterprise structure>Definition>Logistics execution>Maintain

loading point
OVXT
Maintain Transportation Planning Point
Enterprise structure>Definition>Logistics execution>Maintain

transportation planning point
22
Assign Sales and Distribution

Organizational Entities
Configuration Tasks
Task
Code
Task Name
Menu Path
OVX3
Assign Sales Organization to Company Code
Enterprise structure>Assignment>Sales and distribution>

Assign sales organization to company code
OVXK
Assign Distribution Channel to Sales

Organization

Assign distribution channel to sales organization
OVXA
Assign Division to Sales Organization

Assign division to sales organization
OVXG
Set up Sales Area

Set up sales area
OVXM
Assign Sales Office to Sales Area

Assign sales office to sales area
OVXJ
Assign Sales Group to Sales Office

Assign sales group to sales office
OVX6
Assign Plant to Sales Organization and

Distribution Channel

Assign sales organization - distribution channel - plant
OVXC
Assign Shipping Point to Plant
Enterprise structure>Assignment>Logistics execution>

Assign shipping point to plant
23
Configuration Tasks for Text

and Output Related Tables
Task
Code
Task Name
Menu Path
VOTX
Define Text Types
Sales and distribution>Basic functions>Text control>

Define text types
SPRO
Maintain Access Sequences (Sales document)
Sales and distribution>Basic functions>Output control>

Output determination using condition technique>Maintain
output determination for sales documents>
Maintain access sequence
SPRO
Maintain Access Sequences (Billing document)

output determination for billing documents>
Maintain access sequence
V/30
Define Output (Sales document)

output determination for sales documents>
Maintain output types
V/40
Define Output (Billing document)

output determination for billing documents>
Maintain output types
24
Configuration Tasks for Text

and Output Related Tables
Task
Code
Task Name
Menu Path
SPRO
Assign Output Types to Partner Functions

(Sales document)
Sales and distribution>Basic functions>Output control>Output

determination using condition technique>Maintain output
determination for sales documents>Assign output types to
partner functions
SPRO
Assign Output Types to Partner Functions

(Billing document)

determination for billing documents>Assign output types to
partner functions
SPRO
Maintain Output Determination Procedure

(Sales document)

determination for sales>Maintain output determination procedure
SPRO
Maintain Output Determination Procedure

(Billing document)

determination for billing>Maintain output determination procedure
V/43
V/69
Assign Output Determination Procedure (Sales

document)

determination for sales>Assign output determination procedure
V/25
Assign Output Determination Procedure (Billing

document)

determination for billing>Assign output determination procedure
25
Material Master:
Central Master Record
for Logistics
Production
Planning
Sales &
Distribution
Inventory
Management
on a Quantity &
Value Basis
Production
Material
Purchasing
Invoice
Verification
Material
Requirements
Planning
Product
Costing
Quality
Management
Plant
Maintenance
26
Material Master
Material type
Material type and industry sector
Number assignment for material
Levels of data for the material
Views in a material master record
27
Material Type
Price Control
Indicator
Field Reference
FERT
Default Item
Category Group
HALB
What Views are

Allowed?
MATERIAL
TYPE
ROH
Account
Assignment
HAWA
Should Quantity/
Value Updating
Number Range &
be Done in
Purchase Orders Number Assignment Valuation Area?
Allowed?
Internal
External
Production Orders
Allowed?
28
Material Type and

Industry Sector
Construction
Industry
Pharmaceutical
Industry
29
Number Assignment
for Material
ROH
----- ------ ----------- - ----- -------- ------- ---------
HALB
----- ------ ----------- - ----- -------- ------- ---------
FERT
----- ------ ----------- - ----- -------- ------- ---------
Chemical
A-111-72
ROH
Assembly 456
HALB
Product 123
FERT
ROH
HAWA
----- ------ ----------- - ----- -------- ------- ---------
Bottle 789
HAWA
----- ------ ----------- - ----- -------- ------- ---------
Water 2000
ROH
Group A
Group B
Internal Interval = 001 - 999 Internal Interval = 2000 - 2500
External Interval = A - 000 - 00
to Z - 999 - 99
30
Levels of Data for Material
General Data
Plant Data
Description
Units of measure
Transportation group
Weight
Volume
Division
MRP profile
Manufacturing costs
Loading group
Storage
Location Data
Stocks
Storage bin
Sales Data
Delivering plant
Minimum order quantity
Sales text
Product hierarchy
Dependent upon
sales organization
and distribution channel
31
Views in a Material
Master Record
Work Scheduling
Basic Data
A
B
Production
Resources/Tools
Classification
Storage
Warehouse
Mgmt.
Sales
Purchasing
MRP
Forecast
Material
Master
Record
Quality
Management
Accounting
Costing
Plant Stock
Storage loc. Stock
32
Materials Business
Practice
Define materials
33
Define materials
Enable Centralized
Data Storage and
Define Parameters
Enter Departmental
Data
Create Centralized
Material Master
Record and Enter
Basic Data
Define Organizational
Levels
Maintain Centralized
Material Master
Record
34
Enter Department Data

for Sales and Distribution
Transaction Tasks
MM02
(Change)
MM01
(Create)
MM03
(Display)
35
Enter Department Data

for Sales and Distribution
Configuration Tasks
TaskCode
Task Name
Menu Path
OVSU
Define Sales Statuses
Logistics General>Material Master>Settings for Key Fields>Data Relevant to

Sales and Distribution>Define Sales Statuses
36
Business Partners
Sold-to
Party
Ship-to
Party
Other
Personnel
Partner
Function
Payer
Carrier
Bill-to
Party
37
Business Partner/
Customer
Customer master data structure

Customer master from sales perspective
Definition of a business partner in a sold-to
party master record
Account group
Field selection per account group
38
Customer Master
Data Structure
General Data
Name
Address
Phone/fax
etc.
Accounting Data
Payment terms
Insurance
etc.
Sales Data
Sales details
Shipping conditions
Billing schedule
39
Customer Master from

Sales Perspective
Customer : 6
Sales organization : ESUS
Distribution channel : DR
Division : EL
General Data
Address
Control data
Marketing
Unloading points
Contact person
Valid for both sales
and accounting
Sales Area Data

Sales
Shipping
Billing
Output
Partner functions
Dependent on:
Sales organization
Distribution channel
Division
40
Definition of Business Partners

in a Sold-to Party Master Record
Sold-to party
Sales organisation
Division
Contact
Ship-to-party
Carrier
Sales representative
:
:
:
:
6
ESUS
DR
EL
Mrs. B. Jones
6
Fast Ship, Inc.
Ms. C. Lewis
41
Account Group
Create Sold-to Party

Customer
:
Sales organisation:
6
ESUS
: DR
Division
Account group
EL
0001
Account Group
0001
Sold-to party
0002
Ship-to party
0003
Payer
0004
Bill-to-pay
Field selection
Number assignment
One/time account: yes/no
Proposed output procedure
42
Field Selection per

Account Group
Data in Customer Master Record
Address
Communication
Control
Payment transactions
General Data
Company Code Data
Sales
Shipping
Billing
Partner usage
Output
Sales Data
Sales
Sales group
Statistics group
Customer group
Customer district
Pricing procedure
.
.
.
Required Optional Display

X
X
X
X
43
Field Selection:
Character Combination
Rules
Normal Rules
Internal Transactions
Characters
+
Required
Optional
Displayed
Suppressed
Special Rules
Display
Transactions
Displayed
Displayed
Displayed
Suppressed
Change
Transactions
Can be changed
Can be changed
Displayed
Suppressed
1st Priority
2nd Priority
3rd Priority
4th Priority
44
Customer Master
Business Practice
Maintain customer data
45
Maintain Customer Data
Determine Technical
Solutions for Data
Storage and Security
Create Policies to
Ensure Customer
Data Integrity,
Accuracy, and
Security
Customer Data
Collection and Policy
Application
Determine Required
Customer Data
Enter, Monitor, and

Update Customer
Data
46
Enter, Monitor and Update

Customer Master Data
Transaction Tasks
Customer
Create
Create
(VD01)
Create
Centrally
(XD01)
Display
Display
(VD03)
Display
Centrally
(XD03)
Change
Change
(VD02)
Change
Centrally
(XD02)
Enter, Monitor and Update

Customer Master Data
Transaction Tasks
Customer
Block/
Unblock
(VD05)
Mark
for
Deletion
(VD06)
Display
Changes
(XD04)
Change
Account
Group
(XD07)
Create/Maintain Customer Master

Record Configuration Tasks
TaskCode
Task Name
Menu Path
OVT0
Define Account Groups and Field Selection for

Customer
Logistics General>Business Partner>Customers>Control>

Define Account Groups and Field Selection for Customers
OVZC
Define and Assign Customer Number Ranges
Logistics General>Business Partner>Customers>Control>

Define and Assign Customer Number Ranges
OVR2
Define Industry Sector for Customers
Sales and Distribution>Master Data>Business Partners>

Customers>Marketing>Define Industry Sector For Customers
OVS6
Define Customer Classifications

Customers>Marketing>Define Customer Classifications
OVXZ
Define Nielsen ID
Sales and Distribution>Master Data>Business

Partners>Customers>Marketing>Define Nielsen ID
SPRO
Define Industry Sector Codes

Customers>Marketing>Define Industry Sector Codes
OVR6
Define Legal Statuses

Customers>Marketing>Define Legal Statuses
OVS9
Define Customer Groups

Customers>Sales>Define Customer Groups
OVR0
Define Sales Districts

Customers>Sales>Define Sales Districts
OVSD
Define Delivery Priorities

Customers>Shipping>Define Delivery Priorities
OVR3
Define Customer Calendars

Customers>Shipping>Define Customer Calendars
49
Create/Maintain Customer Master

Record Configuration Tasks
TaskCode
Task Name
Menu Path
OVSC
Define Goods Receiving Hours
Sales and Distribution>Master Data>Business

Partners>Customers>Shipping>Define Goods Receiving Hours
OVR4
Define Billing Schedule
Sales and Distribution>Master Data>Business Partners>Customers>

Billing Document>Define Billing Schedule
OBB8
Define Terms of Payment

Billing Document>Define Terms Of Payment
OVSG
Define Incoterms

Billing Document>Define Incoterms
OVSQ
Define Standard Departments
Sales and Distribution>Master Data>Business Partners>Contact Person>

Define Standard Departments
OVSN
Define Contact Person Functions

Define Contact Person Functions
OVSR
Define Decision Authorities

Define Decision Authorities
OVSW
Define Call Frequency

Define Call Frequency
OVSM
Define Buying Habits

Define Buying Habits
SPRO
Define VIP Indicator

Define VIP Indicator
SPRO
Define Attributes

Define Attributes
50
Create/Maintain Customer
Hierarchy Configuration Tasks
TaskCode
Task Name
Menu Path
OVH1
Define Hierarchy Types

Customers>Customer Hierarchy>Define Hierarchy Types
VOPA
Set Partner Determination for Hierarchy Categories

Customers>Customer Hierarchy>Set Partner Determination
For Hierarchy Categories
OVH2
Assign Account Groups

Customers>Customer Hierarchy>Assign Account Groups
OVH3
Assign Sales Areas

Customers>Customer Hierarchy>Assign Sales Areas
OVH4
Assign Hierarchy Type for Pricing by Sales

Document Type

Customers>Customer Hierarchy>Assign Hierarchy Type
For Pricing By Sales Document Type
51
Factory Calendar
JULY 1997
S
6
7
Shipping points require
12
factory calendars
10 11
13
19
14 15
20
26
21 Workdays
22 23 24 25
27
28 29
Public
Holiday
16 17 18
Non-Workdays
30 31
52
End of Presentation
53

Order To Cash:: Organizational Structure and Master Data Maintenance

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Order to Cash:

Organizational Structure and Master Data

Organization Structure/Master Data Maintenance

Sales/Accounts Receivable Reporting

At the End of the

SAP hierarchy structure

Organization in material management

Organization in sales and distribution

Business partner/customer master maintenance

SAP hierarchy structure

Organization in Sales and

Organization in Sales and

Organization in Sales and

Sales Organization & Plant

Transportation Planning Point

Define business processes and organizations

Specify Valuation Level

Define Sales and Distribution

Assign sales and

Define Sales and Distribution

Define-Copy-Delete-Check Sales Organization

Enterprise structure>Definition>Sales and

Define-Copy-Delete-Check Distribution Channel

Enterprise structure>Definition>Sales and

Maintain Sales Office

Enterprise structure>Definition>Sales and distribution>Maintain

Maintain Sales Group

Enterprise structure>Definition>Sales and distribution>Maintain

Define-Copy-Delete-Check Shipping Point

Maintain Loading Point

Enterprise structure>Definition>Logistics execution>Maintain

Maintain Transportation Planning Point

Enterprise structure>Definition>Logistics execution>Maintain

Assign Sales and Distribution

Assign Sales Organization to Company Code

Enterprise structure>Assignment>Sales and distribution>

Assign Distribution Channel to Sales

Enterprise structure>Assignment>Sales and distribution>

Assign Division to Sales Organization

Enterprise structure>Assignment>Sales and distribution>

Set up Sales Area

Enterprise structure>Assignment>Sales and distribution>

Assign Sales Office to Sales Area

Enterprise structure>Assignment>Sales and distribution>

Assign Sales Group to Sales Office

Enterprise structure>Assignment>Sales and distribution>

Assign Plant to Sales Organization and

Enterprise structure>Assignment>Sales and distribution>

Assign Shipping Point to Plant

Enterprise structure>Assignment>Logistics execution>

Configuration Tasks for Text

Define Text Types

Sales and distribution>Basic functions>Text control>

Maintain Access Sequences (Sales document)

Sales and distribution>Basic functions>Output control>

Maintain Access Sequences (Billing document)

Sales and distribution>Basic functions>Output control>

Define Output (Sales document)

Sales and distribution>Basic functions>Output control>

Define Output (Billing document)

Sales and distribution>Basic functions>Output control>

Configuration Tasks for Text