sap -sd transactions
DESCRIPTION
SAP Sales and Distributions module transactions explained fullyTRANSCRIPT
Unit 6
Sales and Distribution (SD)
- Transactions -
July 2007 © SAP AG and The Rushmore Group, LLC 2007 2
Business Process Integration
SD
July 2007 © SAP AG and The Rushmore Group, LLC 2007 3
Transaction Data
• Includes internal and external exchanges that describe business activities
• Unlike master data, aggregate transactional data is dynamic – each transaction is unique
July 2007 © SAP AG and The Rushmore Group, LLC 2007 4
R/3
FIFinancial
AccountingCO
Controlling
PSProjectSystemWF
WorkflowIS
IndustrySolutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProductionPlanning
QMQualityMgmt. PM
Plant Maintenance
SMServiceMgmt.
Client / ServerIntegrated Business
Solution
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD)
July 2007 © SAP AG and The Rushmore Group, LLC 2007 5
Document Types
Inquiry Quotation Returns Contract
Sales Order Cash Sales ConsignmentScheduling
Agreement
Rush Order Debit MemoReturnable
Packaging
Credit
Memo
July 2007 © SAP AG and The Rushmore Group, LLC 2007 6
Order Processing Functionality
• Delivery scheduling• Availability check• Transfer of requirements to Material
Requirements Planning• Pricing• Credit check• Shipping point and route determination• Foreign trade and license processing• Document flow
July 2007 © SAP AG and The Rushmore Group, LLC 2007 7
Delivery Scheduling
• Automatic scheduling of essential shipping activities
• Calculated using defined activity times• Resulting in scheduled activity dates• Determined using backward and forward
scheduling rules
July 2007 © SAP AG and The Rushmore Group, LLC 2007 8
Delivery Scheduling – (continued)
• Structure of sales documents
Header
Line Item # 1
Line Item # 2
Schedule Line # 1
Schedule Line # 1
Schedule Line # 2
July 2007 © SAP AG and The Rushmore Group, LLC 2007 9
Delivery Scheduling Terminology
• Transportation lead time– Time required to schedule transportation
• Pick/Pack time – Time required for picking and packing
• Load time – Time required to load
• Transit time– Time required to transport goods from shipping point
to ship-to
July 2007 © SAP AG and The Rushmore Group, LLC 2007 10
Backward Scheduling
RequestedDelv. Date
GoodsIssueLoading
MaterialAvailability
OrderDate
Transp.Sched.
TransitTime
(2 days)
LoadingTime
(1 day)
Pick & PackTime
(2 days)
Transp.Sched.Time
(1 day)
2nd 3rd 4th 5th 6th1st
July 2007 © SAP AG and The Rushmore Group, LLC 2007 11
Forward Scheduling
TransitTime
(2 days)
LoadingTime
(1 day)
Transp.Sched.Time
(1 day)
NewDelv. Date
1st 3rd 4th 5th 6th 2nd
Pick & PackTime (2 days)
7th
RequestedDelv. Date
GoodsIssueLoading
MaterialAvailability
OrderDate
Transp.Sched.
July 2007 © SAP AG and The Rushmore Group, LLC 2007 12
Availability Check
• Determines the material availability date• Considers inward and outward movement of
inventory — customizable• Influences partial deliveries by
– Proposing a quantity that can be delivered on the requested date (complete delivery)
– Determines earliest date for full delivery– Determines the number and dates for partial
deliveries to fulfill the order
July 2007 © SAP AG and The Rushmore Group, LLC 2007 13
Availability Check – (continued)
• In determining the material availability date the system can include specific stocks if selected, such as:– Safety stock– Stock in transfer– Quality inspection stock– Blocked stock– Restricted use stock– All movements of stock
July 2007 © SAP AG and The Rushmore Group, LLC 2007 14
Transfer Requirements toMaterial Requirements Planning
• Ordered quantities are passed to Material Requirements Planning
• Controlled by the schedule line category• Blocking of documents can affect requirements
passing — delivery block
July 2007 © SAP AG and The Rushmore Group, LLC 2007 15
Pricing
• Highly touted “world-class” functionality• Very easily tailored to meet business needs• A very robust module in SAP• Gross to net pricing for material
July 2007 © SAP AG and The Rushmore Group, LLC 2007 16
Credit Check
• Efficient means to implement credit management
• Integrated with Financial Accounting (FI) -- Via credit control area
• Automatically alerts when a credit check fails• Comprehensive credit management reporting
July 2007 © SAP AG and The Rushmore Group, LLC 2007 17
Shipping Point and Route Determination
• A shipping point is determined for each line item — shipping point determination
• A delivery can only be processed from one shipping point
• Routes - route to be traveled & transit time are determined using customized rules
• Routes can be used to simply define transit time
July 2007 © SAP AG and The Rushmore Group, LLC 2007 18
Foreign Trade and License Processing
• Predefined trade areas — NAFTA, EU• Automated reporting for trade areas• Automated controls
– License management– Embargo lists– Control by customer, country, product, point in time
July 2007 © SAP AG and The Rushmore Group, LLC 2007 19
Document Flow
• The document flow feature allows you to find the status of an order at any point in time. The SAP system updated the order status every time a change is made to any of the documents created in the customer order management cycle (Order to Cash).
July 2007 © SAP AG and The Rushmore Group, LLC 2007 20
Unit 6 – Exercises
• Check Stock Status• Create Sales Order• Check Stock Status• Create Delivery Note for Sales Order• Check Stock Status• Pick Materials on Delivery Note• Post Goods Issue• Check Stock Status• Bill Customer• Post Receipt of Customer Payment• Review Document Flow
Unit 7
Sales and Distribution (SD)
- Transactions -
July 2007 © SAP AG and The Rushmore Group, LLC 2007 22
Business Process Integration
SD
July 2007 © SAP AG and The Rushmore Group, LLC 2007 23
Transaction Data
• Includes internal and external exchanges that describe business activities
• Unlike master data, aggregate transactional data is dynamic – each transaction is unique
July 2007 © SAP AG and The Rushmore Group, LLC 2007 24
R/3
FIFinancial
AccountingCO
Controlling
PSProjectSystemWF
WorkflowIS
IndustrySolutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProductionPlanning
QMQualityMgmt. PM
Plant Maintenance
SMServiceMgmt.
Client / ServerIntegrated Business
Solution
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD)
July 2007 © SAP AG and The Rushmore Group, LLC 2007 25
Material Listing and Exclusion
• Inclusions or exclusions (availability) of material for a customer or a customer group
• Material Listing — products that can be sold • Material Exclusion — products that cannot be
sold
July 2007 © SAP AG and The Rushmore Group, LLC 2007 26
Product Substitution Material Determination
• Substitution of materials during sales order processing– Automatic– Manual
• Examples: – Substitute a standard product with an appropriate
replacement material– Substitute based on a customer preference– Substitute based on selection list (manual)
July 2007 © SAP AG and The Rushmore Group, LLC 2007 27
Customer Material Info Record
• Data on a material defined for one specific customer is stored in the customer material information records– Customer-specific material number – Customer-specific material description – Customer-specific data on deliveries and delivery
tolerances
July 2007 © SAP AG and The Rushmore Group, LLC 2007 28
Unit 7 – Exercises
Create Customer Material Info Record Create Sales Order Using Customer Info RecordCreate Delivery Note for Sales OrderPick Materials on Delivery NotePost Goods IssueBill CustomerPost Receipt of Customer Payment
Unit 8
Sales and Distribution (SD)
- Transactions -
July 2007 © SAP AG and The Rushmore Group, LLC 2007 30
Business Process Integration
SD
July 2007 © SAP AG and The Rushmore Group, LLC 2007 31
Transaction Data
• Includes internal and external exchanges that describe business activities
• Unlike master data, aggregate transactional data is dynamic – each transaction is unique
July 2007 © SAP AG and The Rushmore Group, LLC 2007 32
R/3
FIFinancial
AccountingCO
Controlling
PSProjectSystemWF
WorkflowIS
IndustrySolutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProductionPlanning
QMQualityMgmt. PM
Plant Maintenance
SMServiceMgmt.
Client / ServerIntegrated Business
Solution
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD)
July 2007 © SAP AG and The Rushmore Group, LLC 2007 33
Scheduling Agreements
• Defines specific product quantities and delivery dates for a customer
• Schedule lines and processed through standard delivery processing
• Availability check is performed during creation and quantities are passed to MRP
• System automatically updates delivered quantities
July 2007 © SAP AG and The Rushmore Group, LLC 2007 34
Scheduling Agreements(continued)
Delivery 02/10 150
Delivery 05/10 150Delivery
08/10 150
Delivery 11/10 300
Scheduling Agreement
Date Qty02/15 15005/15 15008/15 15011/15 300
July 2007 © SAP AG and The Rushmore Group, LLC 2007 35
Unit 8 – Exercises
• Create Scheduling Agreement• Process Deliveries for a Scheduling
Agreement• Display Scheduling Agreement• Check Stock Status• Bill Customer• Run Customer Credit Check• Post Receipt of Customer Payment