scenario explorer introduction basic design scenario graphic navigation pane content area the...

SCENARIO EXPLORERIntroduction

Basic Design

Scenario Graphic

Navigation Pane

Content Area

The Scenario Explorer provides you with comprehensive information about the various aspects of a scenario. Use the navigation pane to learn more about the following:

Scenario and Processes (details about the scenario, processes, and process steps – click here)

Business Areas (details about where in the system you perform specific tasks – click here)

Business Value (details about the major benefits of using the SAP Business ByDesign solution for the scenario – click here)

Scenario Flow (graphic depicting the entire scenario flow – click here)

The Scenario Explorer is highly interactive – you are able to focus on the topics you are most interested in, navigate to related documents (such as process demos), or display mouse-over information for specific elements.

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Interactive Design

Use the navigation pane to select major topics

Click chevrons for process details

Click area icons to focus on specific areas

Use the Info buttons for more information

Order-to-Cash (Sell-from-Stock)

Handling Service Requests

Order-to-Cash (Sell-from-Stock)Scenario Overview

Scenario Explorer Open LegendScenario Description

Sales/Customer Service Representative

Warehouse Manager

Warehouse Operator

This scenario enables you to sell goods from stock using a wide range of standard features to handle sales quotes, sales orders, deliveries, customer invoices, and payments. This scenario includes features such as:

Available-to-Promise (ATP) CheckThe system informs you of whether the products can be delivered at the requested date and in the requested quantity

PricingThe system determines prices and discounts automatically. You can also enter these manually, if required. The system can support you by displaying the cost and profit margin

Click process chevrons for details

Credit CardSales order processing supports the payment by credit cards with integration to payment service providers

Credit Limit CheckYou can minimize credit risk by specifying a credit limit for a customer. If a credit limit in an order is exceeded, a delivery block is set automatically

Automatic Order CreationA sales order can be created on the basis of a lead, opportunity, sales quote, or through an e-shop or B2B interface (external system)

Business Value

Business Areas

Scenario & Processes

Scenario Flow

Accounts Receivable Accountant

The following business roles are involved in this scenario:

Handling an Incoming Customer Inquiry

Creating Sales Quotes

Creating Sales Orders

Creating Down Payment Request - Customer

Processing Receivables and Payments

Initiating Outbound Delivery

Creating Customer Invoices


Processing Outbound Delivery

Marketing-to-Opportunity

Customer Returns

Processing Inspections

Order-to-Cash (Sell-from-Stock)Scenario Overview












Customer Returns

Scenario Explorer Open LegendScenario Description

Sales/Customer Service Representative

Warehouse Manager

Warehouse Operator

This scenario enables you to sell goods from stock using a wide range of standard features to handle sales quotes, sales orders, deliveries, customer invoices, and payments. This scenario includes features such as:

Available-to-Promise (ATP) CheckThe system informs you of whether the products can be delivered at the requested date and in the requested quantity

PricingThe system determines prices and discounts automatically. You can also enter these manually, if required. The system can support you by displaying the cost and profit margin

Credit CardSales order processing supports the payment by credit cards with integration to payment service providers

Credit Limit CheckYou can minimize credit risk by specifying a credit limit for a customer. If a credit limit in an order is exceeded, a delivery block is set automatically

Automatic Order CreationA sales order can be created on the basis of a lead, opportunity, sales quote, or through an e-shop or B2B interface (external system)

Business Value

Business Areas


Scenario Flow

Accounts Receivable Accountant

The following business roles are involved in this scenario:

Legend

Process mainly driven by the user

Process mainly driven by the system

Manual process not supported by the system

Process that communicates with third-party software (see mouse-over for details)

Process with relevance to Financials

Related scenario

Info button with more information

Close Legend

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Order-to-Cash (Sell-from-Stock)Process Details: Handling an Incoming Customer Inquiry

Scenario Explorer Further InformationProcess Description


The Handling an Incoming Customer Inquiry business process enables you to manage the arrival of incoming customer inquiries via various input channels such as phone, e-mail, or the Internet.During customer interactions, it is key to know who you are dealing with. To quickly identify the account and contact, there are several possibilities such as automatic identification based on the telephone number of an incoming call, or you can enter the name of a caller manually in a Google-like search.




Handling an Incoming CustomerInquiry via Fax or E-Mail Channel

Receive an incoming fax or e-mail and log an inquiry

X

Click here to display process variants

Performed bySales/Customer Service Representative

In the Work CentersAccount Management Groupware (Outlook) Collaboration Window

Business Value

Business Areas


Scenario Flow

Creating Sales OrdersInitiating Outbound Delivery





Order-to-Cash (Sell-from-Stock)Process Details: Handling an Incoming Customer Inquiry



The Handling an Incoming Customer Inquiry business process enables you to manage the arrival of incoming customer inquiries via various input channels such as phone, e-mail or the Internet.During customer interactions, it is key to know who you are dealing with. To quickly identify the account and contact, there are several possibilities such as automatic identification based on the telephone number of an incoming call, or you can enter the name of a caller manually in a Google-like search.


Creating Sales OrdersInitiating Outbound Delivery



Handling an Incoming CustomerInquiry via Fax or E-Mail Channel

Receive an incoming fax or e-mail and log an inquiry

X

Handling an Incoming InquiryManually via Activities

Handling an Incoming Customer Inquiry via Telephony Channel

Click here to hide process variants


In the Work CentersAccount Management Groupware (Outlook) Collaboration Window

Business Value

Business Areas


Scenario Flow





Order-to-Cash (Sell-from-Stock)Process Details: Creating Sales Quotes



The Creating Sales Quotes business process enables you to create a sales quote with fixed terms and price conditions when a customer requests an offer for products or services. You can also create the sales quote on the basis of an opportunity or a lead. You enter the necessary details in the sales quote such as the account and the products or services. If product availability should be checked, you also need to enter the requested date. You can also enter further customer information as additional text. The cost of sales can be determined using product valuation, enabling you to evaluate the profitability of the sales quote. Price and discount adjustments can be made in the sales quote. After the sales quote has been created, it is submitted based on the output settings.



Create a sales quote

Approve a sales quote

In the Work CenterNew Business








Business Value

Business Areas


Scenario Flow

X



Order-to-Cash (Sell-from-Stock)Process Details: Creating Sales Orders



The Creating Sales Orders business process enables you to create a sales order with fixed terms and price conditions when a customer orders products or services. The order can be created on the basis of a quote, copying all conditions from the quote to the order or you enter the necessary details in the order such as the account, the products or services, the requested date , and customer information as additional text. The product availability is checked, and the system informs you of availability. The system can determine the cost of sales using product valuation, enabling you to evaluate the profitability of the order. After creating the order, you release it to logistics. An order confirmation form can be sent to the customer, depending on the output settings. The sales order can also be generated automatically through business-to-business communication or a connected e-shop.




Create a sales order

In the Work CenterSales Orders







Business Value

Business Areas


Scenario Flow

X



Order-to-Cash (Sell-from-Stock)Process Details: Creating Down Payment Requests - Customer



The Creating Down Payment Requests - Customer business process enables you to request down payments from the customer before services are performed or products are delivered. The sales representative creates and releases a down payment request for this purpose.




In the Work CenterCustomer Invoicing


Business Value

Business Areas


Scenario Flow


Create and release down payment request


X






Order-to-Cash (Sell-from-Stock)Process Details: Processing Receivables and Payments







Processing Externally-Initiated Payments by Incoming Bank Transfer


Enter a remittance advice

Process a bank statement

Allocate a payment

Clear a payment


Performed byAccounts Receivable Accountant

In the Work CentersReceivables Payment Management

Business Value

Business Areas


Scenario Flow

X …

The Processing Receivables and Payments business process enables the processing of incoming payments, initiated either internally by your company or externally by your customers. The process uses country-specific payment methods.

Payments can be made manually, or automatically via a payment run in which the system proposes open items for payment. You then release the payments and the system posts them to accounting. You create the payment medium, either manually or as part of an automatic run, using files for direct debit or credit card payments. When the payments are credited to the company's bank account, the bank statement is entered in the system, either uploaded electronically or entered manually, before being confirmed. If payments are initiated externally by the customer, the bank statement provides notification of payment. The payments are matched in the system to the open invoices before being cleared.











Allocate a payment

Clear a payment

Business Value

Business Areas


Scenario Flow

XCreating Down Payment Request - Customer


In the Work CentersReceivables Payment Management


…



Processing Externally-Initiated Payments by Incoming Check

Processing Externally-Initiated Payments by Incoming Check with Lockbox

Processing Externally-Initiated Payments by Multiple Incoming Checks

Processing Incoming Payments by Bill of Exchange

Processing Incoming Payments with Petty Cash

Processing Internally-Initiated Payments by Credit Card

Processing Internally-Initiated Payments by Direct Debit

Processing Receivables and Payments with Accounts Maintenance

Order-to-Cash (Sell-from-Stock)Process Details: Initiating Outbound Delivery



The Initiating Outbound Delivery business process enables you to manually perform ATP checks for sales order items. Depending on the current situation the system might change the source of supply for the sales order. By releasing the confirmed scheduled lines to logistics execution you initiate the outbound delivery process.








Initiating Outbound Delivery - Shipment from Your Own Site

Determine ship-from and check product availability

Initiate outbound delivery

…

Business Value

Business Areas


Scenario Flow

X

In the Work CenterOutbound Logistics Control

Performed byWarehouse Manager


Order-to-Cash (Sell-from-Stock)Process Details: Processing Outbound Delivery



Depending on the complexity of your warehouse processing, the Processing Outbound Delivery business process can help you coordinate your outbound logistics activities with or without task support from the system. It helps you to efficiently control and manage outbound deliveries from the time a delivery proposal is received to the moment it is delivered to your customer or returned to your supplier. With the release of the outbound delivery the system prints a delivery note or sends an ASN automatically.The Processing Outbound Delivery business process still allows the warehouse manager to manually make changes or create tasks for the warehouse worker.


…


Processing Outbound Delivery - with Tasks

Create a warehouse request

Create a warehouse task

Confirm a warehouse task and post goods issue

Accept a deviation

Finalize an outbound delivery


Business Value

Business Areas


Scenario Flow

X

In the Work CenterOutbound Logistics

Performed byWarehouse Operator



Order-to-Cash (Sell-from-Stock)Process Details: Processing Outbound Delivery



Depending on the complexity of your warehouse processing, the Processing Outbound Delivery business process can help you coordinate your outbound logistics activities with or without task support from the system. It helps you to efficiently control and manage outbound deliveries from the time a delivery proposal is received to the moment it is delivered to your customer or returned to your supplier. With the release of the outbound delivery the system prints a delivery note or sends an ASN automatically.The Processing Outbound Delivery business process still allows the warehouse manager to manually make changes or create tasks for the warehouse worker.

Processing Outbound Delivery - Without Task Control

Business Value

Business Areas


Scenario Flow

In the Work CenterOutbound Logistics

Performed byWarehouse Operator

…




Processing Outbound Delivery - with Tasks

Create a warehouse request

Create a warehouse task

Confirm a warehouse task and post goods issue

Accept a deviation

Finalize an outbound delivery


X


The Processing Inspections business process allows you to process, monitor, and analyze inspections of products :

Inspections at goods receiptReceiving inspections for supplier deliveries, first articles, customer returns, and stock transfers

Inspections in productionIn-process control and final inspections for production

Inspections in shippingFinal inspections for customer shipments

As part of this process, you inspect the samples taken for inspection, record results, make a decision about the quality of the inspected goods, and, if necessary, trigger corrective or preventive actions.

Planned inspections are triggered automatically based on a suitable logistics or production model. Unplanned inspections are triggered manually by the user.

Order-to-Cash (Sell-from-Stock)Process Details: Processing Inspections

Scenario Explorer

Business Value

Business Areas

Further Information

Performed byInspector Quality Engineer Quality Manager

In the Work CenterQuality Control

Scenario Flow

Process Description



Inspect samples

Record inspection results

Decide about quality

X


…









X

Order-to-Cash (Sell-from-Stock)Process Details: Creating Customer Invoices










Transfer items to be invoiced

Release an invoice

In the Work CenterCustomer Invoicing



…

Business Value

Business Areas


Scenario Flow

X


In the Creating Customer Invoices business process, the system automatically creates items to be invoiced after services have been performed or products delivered. You must transfer these items to an invoice which is sent to the customer and passed to Cash Flow Management . You can do this manually or with an invoice run. It is possible to combine several items to be invoiced into one invoice or split them into several invoices.









Allocate a payment

Clear a payment



…

Business Value

Business Areas


Scenario Flow


X




In the Work CentersReceivablesPayment ManagementLiquidity Management






Scenario Explorer

Business Value

Business Areas


Scenario Flow

Process Description






Allocate a payment

Clear a payment

X

In the Work CentersReceivablesPayment ManagementLiquidity Management



…








Further Information

Processing Externally-Initiated Payments by Incoming Check

Processing Externally-Initiated Payments by Incoming Check with Lockbox

Processing Externally-Initiated Payments by Multiple Incoming Checks

Processing Incoming Payments by Bill of Exchange

Processing Incoming Payments with Petty Cash

Processing Internally-Initiated Payments by Credit Card

Processing Internally-Initiated Payments by Direct Debit

Processing Receivables and Payments with Accounts Maintenance

Order-to-Cash (Sell-from-Stock) Business Areas

Scenario Explorer

Business Value


Business Areas

Business Areas

Click area pictograms for details

Scenario Flow










Business Area Description

The SAP Business ByDesign solution gives you comprehensive access to customer-related information about opportunities, quotes, orders, and invoices. Your employees can use data in SAP Business ByDesign to verify product availability, perform accurate forecasting, predict future sales, and identify cross-selling and up-selling opportunities. SAP Business ByDesign supports smooth interactions with customers and helps your sales staff fill the sales pipeline, focus on the most promising leads, and accelerate the sales process. In addition, you can use the software to:

Generate a sales opportunity, create sales quotes, check product availability, calculate prices, enter payment and shipping information, and create sales orders and invoices

Store and maintain an online portfolio of your products and services and define price lists with flexible pricing policies

Obtain a comprehensive, 360-degree view of your customers. You can see all customer-related information in a single place and use the provided reports and metrics to make effective decisions

Sales

Supply Chain Planning and Control

Warehousing, Manufacturing, and Logistics

Cash Flow Management



Scenario Explorer

Business Value


Business Areas

Business Areas


Scenario Flow











With SAP Business ByDesign, you can plan and consolidate procurement requirements, create feasible production plans, and determine and confirm realistic delivery dates. The solution combines automated planning functions with interactive planning and can trigger the supply planning process in anticipation of actual demand. You can also use the software to:

Prioritize your execution plans to give you a consolidated view of customer demand and insight into order availability

Mix fulfillment strategies to meet customer requirements

Create material plans and estimate the average capacity needed in a given time frame

Perform exception-based planning, focusing on critical deviations and analyzing each planning issue to find an appropriate solution

Check product availability and confirm delivery dates by checking customer requirements against the stock on hand and the product supply

Sales






Scenario Explorer

Business Value


Business Areas

Business Areas


Scenario Flow


You can use SAP Business ByDesign to adjust your organization's structure, warehouse and production layouts, processes, or level of automation as needed. You can flexibly assign and monitor employee tasks and also execute your production and warehousing tasks in similar ways. You can also use the software to:

Harmonize process execution across warehousing and manufacturing

Separate and uniquely identify inventory so that you can handle certain stock differently, depending on the purpose and the production environment

Synchronize supply execution data, such as work in process and material inventory postings, with financial data

Maintain quality documents, such as quality assurance agreements and technical delivery terms, as part of your company's purchasing process

Automate business process steps including the communication with suppliers










Sales






Scenario Explorer

Business Value


Business Areas

Sales

Business Areas


Scenario Flow




Nearly every business process supported by SAP Business ByDesign is integrated with financials. The solution helps you to gain control over your cash inflow and outflow and to forecast and analyze the liquidity and profitability of your business. You can also use the software to:

Centrally manage and control your payables and receivables, automate payment and clearing processes, and valuate payables and receivables in multiple foreign currencies

Quickly create tax returns using centrally managed corporate data and report declarations - and pay taxes if required

Set up expense and reimbursement policies, monitor employee expenses, and reimburse approved expenses













Business Areas

Business Value

Scenario Flow

Order-to-Cash (Sell-from-Stock) Business Value

Overview

This scenario streamlines the entire order-to-cash process for midsize companies that sell from stock and wish to fulfill rising customer demands for service and value.

You can become more profitable by responding efficiently to customer demand based on real-time availability information thereby growing revenue while decreasing cost of sales.

SAP Business ByDesign helps efficiently manage the order-to-cash process: From opportunity management, and order fulfillment through to financial settlement.

Key BenefitsSales assistant function to best convert opportunities into business

Automatic quote and order generation, processing and flexible pricing management

The product availability check ensures reliability and accuracy of the confirmation data by checking customer requirement against the stock on hand and the product supply situation

Integrates operational processes with master data to ensure consistency between orders, shipments and invoicing

Scalable process for revenue recognition supporting different accounting principles

Built in analytics enables a drill down to the profit and loss result alongside dimensions like products, customer groups and distribution channels

Scenario Explorer

Order

Create Opportunity

Create Sales Quote

Create Sales Order

Settle

Create InvoiceProcess Receivables

Post to Ledger

Fulfill

Initiate Outbound Delivery

Execute Warehouse Tasks (Optional) / Post Goods Issue

Create Outbound Delivery

Business Value

Order-to-Cash (Sell-from-Stock)Scenario Flow Variant: Standard

Scenario Explorer


Business Areas

Legend & Variants

Scenario Flow

Work center in which process is performed

Business document flow

Process related to Financials

Related scenarios

Variant(s) of the Scenario:

Standard

With Down Payment

Work centerAdditional application

Optional process

Optional process Process

mainly driven by the system



• Process variant1

• Process variant 2

• telephony channel

• fax-/e-mail channel

• Process Bank Statement - Standard Variant

• Process externally initiated payment by incoming check (Multiple Checks)

• … (7 more variants)

New Business

Collaboration Window /

Groupware Client


Customer Invoicing


ProcessingReceivables and Payments

Receivables / Cash & Liquidity Mgt



Sales Orders


• with task control

• without task control


Outbound Logistics Control

Outbound Logistics


Customer Returns

Business Value

Order-to-Cash (Sell-from-Stock)Scenario Flow Variant: With Down Payment

Scenario Explorer


Business Areas

Legend & Variants

Scenario Flow

Work center in which process is performed

Business document flow

Process related to Financials

Related scenarios

Variant(s) of the Scenario:

Standard

With Down Payment

Work centerAdditional application

Optional process

Optional process Process

mainly driven by the system



• Process variant1

• Process variant 2

• telephony channel

• fax-/e-mail channel

• Process Bank Statement - Standard Variant

• Process externally initiated payment by incoming check (Multiple Checks)

• … (7 more variants)

New Business

Collaboration Window /

Groupware Client


Customer Invoicing


ProcessingReceivables and Payments




Sales Orders


Creating Down Payment Requests

Customer Invoicing



• with task control

• without task control


Outbound Logistics Control

Outbound Logistics


Customer Returns

scenario explorer introduction basic design scenario graphic navigation pane content area the...

Documents

scenario flow graphic

entire scenario flow

sales quotes

sales orders

process details

business areas details

information order

business value details