Unit 4Sales and Distribution Processes .Data Determination and CollectiveProcessing

Unit ObjectivesAfter completing this unit, you will be able to:. Trigger different sales processes by choosing suitable sales document types. Explain how the delivering plant, shipping point and route are determinedautomatically. Give the customers delivery dates automatically determined in the systemand be able to look at scheduling in detail. Combine and collectively process sales orders due for outbound deliveryin one step. Combine and collectively process documents due for billing in one step

Lesson: Function of the Sales Document TypeStandard order for invoiced sales on fixed delivery dates.. Rush order and cash sales for sales from the plant (with or without invoice).. Free deliveries for sales on fixed delivery dates (without invoice).. Returns for return goods (credit memo/replacement delivery).

Lesson: Plant, Shipping Point, and Route Determination

Plant

The plant plays a central role in Logistics. In Sales, it is the delivering plant.

When processing an item, the system automatically attempts to determine theassociated delivering plant from the master data. The entry can later be changedmanually.

The system uses the following search strategy:. First, it checks whether a specification exists in a customer-material inforecord.. Second, it checks whether a specification exists in a customer master recordof the ship-to party.. Third, it checks whether a specification exists in the material master record.If nothing is found, no delivering plant is set in the sales document item.

Shipping PointThe shipping point is normally determined automatically for each item in the salesdocument. The automatic default value can be later changed manually if you haveplanned for a different shipping point.

The system tries to determine a shipping point for every item to be delivered.The system uses three fields as search keys for determining the shipping pointautomatically. This data is normally defined in the following master records:. Shipping condition from the sold-to party (view: Shipping). Loading group in the sales-specific material data (view: Sales: General/PlantData). Delivering plant - see the slide Determining Delivering Plant Automatically

RouteThe route is normally determined automatically for each item in the salesdocument. This default value can be later changed manually if you have planneda different route.

The system uses four fields as search keys for determining the route automatically.This data is normally defined in master records and in Customizing:. Departure zone in Customizing for the shipping point. Shipping condition from the sold-to party (view: Shipping). Transportation group in the sales-specific material data (view: Sales:General/Plant Data). Transportation zone in the general data for the ship-to party

Lesson: Shipment Scheduling

For backwards scheduling, the customer.s requested delivery date is used tocalculate the material availability date and the transportation lead time.

The goal of shipment and transportation scheduling is to confirm a delivery datefor a material requested by a customer.For backwards scheduling, the customer.s requested delivery date is used tocalculate the material availability date and the transportation lead time. Theoutbound delivery must be created at the earliest of the two dates (selection datefor the outbound delivery).. If both dates are after the order date and the material is available on thematerial availability date, the customer.s requested delivery date can beconfirmed.A schedule line is created for the sales document item. The date of theschedule line displays the confirmed delivery date that is the same as thecustomer.s requested delivery date.. If one of the two dates is before the order date, confirmation of the requesteddelivery date cannot take place. Therefore, the system attempts to determinethe next possible date (forward scheduling).

If the result of backward scheduling means that the delivery date required by the

customer cannot be confirmed, the system executes forward scheduling.. Forward scheduling takes into consideration the time parallels of the workflows for transportation planning and picking/packing of materials. Thelonger of the two periods is relevant for scheduling. The selection dateof the outbound delivery is the earlier of the material availability or thetransportation planning date.. The earliest date at which the material is available in the warehouse is thenew material availability date. This is the outgoing point for new deliveryscheduling.Two schedule lines are generated for the sales document item:. The date of the first schedule line corresponds to the customer.s requesteddelivery date and has no confirmed quantity.. The date of the second schedule line shows the confirmed delivery dateand the confirmed quantity.

Lesson: Collective Processing in Sales and Distribution

To make shipping faster and easier, you can use the delivery due list to createmore than one outbound delivery simultaneously.

Unit 5Availability Checks

Unit ObjectivesAfter completing this unit, you will be able to:. Describe the basic principles and function of the availability check. Use the availability check as part of order processing. Explain the function of the shipment document. Describe how shipment costs are billed to the customer. Explain how financial information is transferred from the billing documentinto the accounting document

The system accesses information in the following order to propose the standarddelivering plant:1. Customer-material information2. Ship-to party customer master record3. Material master record

In customer-material info, you can maintain the value proposal for a specificmaterial for a customer.You can find the delivering plant in the material master on the Sales andDistribution tab page: Sales Org. 1. Delivering plantYou can find the delivering plant in the customer master on the Shipping tab page: