sd & sd - le overview ppt2222

8/6/2019 Sd & Sd - Le Overview Ppt2222

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Presentation on SAP By

Md. Aminur Rahaman


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Sales & Distribution Module

Organisation Structure in Sales

Overview of Sales Processes

Master Data in Sales Documents


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SAP SD Organization Structure


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Organizational Units in Sales and Distribution

SAP AG 1999

Document


RR//33 C ompany codeC ompany code

Sales AreaSales Area Sales organizationSales organization

DistributionDistribution channelchannel

DivisionDivision

PlantPlant

Storage locationStorage location

shipping pointshipping point

SAP AG 1999

Document


RR//33 C ompany codeC ompany code

Sales AreaSales Area Sales organizationSales organization

DistributionDistribution channelchannel

DivisionDivision

PlantPlant

Storage locationStorage location

shipping pointshipping point


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Organizational Units: Company Code

SAP AG

O r iz ti l it : C C

l l tit i t ti it

t l l, r t :

l t r q ir l w

r fit l t t t

Company code


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Organizational Units: Sales Organization

SAP AG 1999

Organizational Units Sales Organization

Responsible for distributing goods and services

negotiating sales conditions

product liability and rights of recourse

Sales organization


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Organizational Units: Division

SAPAG

Or iz ti l it : i i i

r r t r t li

f r x l : t r l , r rt , r i , ...

Sales or anization

Division Division 2


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Organizational Units: Sales Area

SAP AG 1999

Sales Area

Salesorganization

Distributionchannel

Division

2 Retail trade

2 Motorcycles 3 Computers 3 Computers

5 Internet

2 Berlin

1 Pumps

1 Wholesaletrade

2 Motorcycles

1

2

2

1

2

3

1

5

3

2

1

2

2

1 Frankfurt

1

1

Salesareas


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Organizational Units: Sales Office & Sales Group

Sales Office

Sales offices elong to the sales area

Some reporting is carried out y the sales office

Geographical aspects of the organization in usiness

de elopment and sales are defined using the term sales office

Sales Group

Records the types of sales for the sales office e.g. Export or

Local


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Organizational Units: Sales Office and Sales Group


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Organizational Units: Plant

SAP AG 1999

Plant

A plant is an organizational logistics unit thatstructures the enterprise from the perspective ofproduction, procurement, plant maintenance, andmaterials planning.

A plant is a manufacturing facility or branch ithin acompany.


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Organizational Units: Storage Location

SAP AG 1999

The storage location is an organizational unit thatallo s the differentiation of material stocks ithin aplant.

Inventory Management on a uantity basis is carriedout at storage location level in the plant.

Physical inventory is carried out at storage locationlevel.

Storage Location


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Organizational Units: Shipping Point

SAP AG

Or iz ti l it: i i i t

Plan t 2

Shippingpoint

23 4

5 6 7

8

0

2

3

4

5

6

7

8

20 2

2223 24

25 26 27 28

2

30 3

shipp ing po int

23

4 5 6 7

8

0

2

3

4

5

6

7

8

20 2

2223 24

25 2627 28

2

303

P lan t 2

shipp ing po int

23

4 5 6 7

8

0

2

3

4

5

6

7

8

20 2

2223 24

25 2627 28

2

303


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Sales and Distribution Module





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Data Origin in Sales Documents

SAP AG 1999

Data Origin in Sales Documents

Item

10

20

30

Material

1400-100

1400-200

1400-410

Quantity

10

20

15

Order

Sold-to party 2300Ship-to party 788

MaterialMaterialmaster datamaster data

CustomerCustomermaster datamaster data

ConditionConditionmaster datamaster data

Control tables

Control tables

OutputOutputmaster datamaster data

CustomerCustomer--materialmaterialinfoinfo

Customer master data


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Customer Master

SAPAG

Gener l t

elevant f r alesanddistri ti nand

accounting

Valid forall organizationalunits

Salesareadata

Relevant forsalesanddistri ution

Valid for:Salesorganization

Distri utionchannelDivision

Companycode data

Relevant foraccounting

Valid for:Companycode

CustomermasterdataCustomermasterdata

Customer aster


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Customer MasterGenera Data

SD


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Data on the General Data Tab Pages

SAP AG

Cus tom erma sterGeneral da ta

Name, add ress , language, ...

Tax i nforma tion, ...

ank details, ...

ddress

Control Da ta

Paymenttransactions

Goods rece ivinghours, ... nload ingpoints

Data forexport con trol, ... xport data

Industry, cus t. class ifica tion, ...

arke ting

ddress of!

us inesspartners, ...Contac t persons

Da taon the General Da ta Tab Pages


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Customer MasterAccounting Data

SD


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Customer Master Sales Area Data

SD


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Business Partner - Options

SD

Create Display Change

DisplayCentrally

DisplayChange

CentrallyChange

CreateCentrally

Create

Customer


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Partner Functions in the Customer Master


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Material Master

SAP AG " # # #

Relevant forsalesand

distributionValid for:

Sa lesorgan izationDistribution channel

Relevant forall areas

Va lid forallorgan izationa l units

Bas ic Data 1

Relevant forsalesand distribution

Va lid for:Delivering plant

Sa les: General/Plant Data

Material masterdataMaterial masterdata

Sa les: Sa lesOrg

Relevant formaterials

management

Va lid for: Plant

Purchasing

Relevant foreng ineering,materialsplann ing,

accounting, ...

Other ...

Material Mas ter


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Data on the Sales Tab Pages

SAP AG $ % % %

Material masterRelevant forsalesanddistribution

Delivering plant, material group,tax classification, ...

Sales: SalesOrg. 1

Material pricinggroup, volume rebategroup, product hierarchy, ...

Sales: SalesOrg.

vailabilitycheck , transportationgroup, loadinggroup, ...

Sales: General/Plant

xport/import group,regionoforigin, ...

Foreign TradeExport

Item text forsalesSales Text

Material number, material description ,baseunit ofmeasure, division, ...

Basic Data 1

Dataon theSales Tab Pages


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Customer Material Information Record

SAPAG & ' ' '

Customer - Material InformationRecord

Customermaster

Customer-Material Information

Customer Salesorganization 1000Distribution channel 12

Material Description

1400-100 Headlight Deluxe1400-200Rear ight

+ additional data

MaterialMaterial mastermaster

Customer-specificdata:Customer-material description

S3000H front lightR1700 rear light


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Output

SAP AG 1999

Output

Sales order

Output type Order confirmationTransm. medium Print outputPartner function AG 2300Time immediately hen savingLanguage DE

Output typePartner functionTrans. medium

TimeLanguage

Outputmaster data

Outputdetermination

Outputdetermination

We ill deliver

Order confirmation 6177Motomarkt Heidel erg

Customer num er 300

Item

1

2

Total

Material

S3000

R1700

Quantity

10

10

Print

Value

650

300

950


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Condition Master

SAP AG 1999

customer

material

customer /material

pricing group/

Value - added ta

Jurisdictional ta es

Other

Ta es

Condition master dataCondition master data

Surcharges / Discounts

Material price

Price list

Customer -specific

Other

Prices

reight Incoterms 1 2

Other

reights

Condition Master


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Sales & Distribution Module





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SAP AG 1999

Process customer in uiries

Sales order

Processing Enter sales orders

Overvie of Sales Processes

Contents

Verify delivery dates andavailability

InventorySourcing

Deliver orderShipping

Billing Bill outbound delivery

Pre-SalesActivities

Invoice

Payment Post payment


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Customer Order Cycle


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Pre Sales Activities

SAP AG 1999

Pre-Sales Activities

Establishing and maintaining customer relationships

Pre-Sales activities may include

Creating and tracking customer contacts

Mailing campaigns

Ans ering customer uestions received by e-mail, fa etc.

In uiries

Quotations


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Sales Order Processing

SAP AG ( ) ) )

S a le s O rd er P ro c e s s in g

Th e e m p lo y e e s in y o u r d e p a rtm e n t C u s t o m e r S e r v i c e ta k e

o rd ers in writin g a n d o v er th e p h o n e .

S ta n d ard o rd ers n o rm a lly c o n ta in : C u s to m er a n d m a teria l in fo rm a tio n

P ric in g c o n d it io n s fo r e a c h it e m

D e livery d a te s a n d q u a n titie s

S h ip p in g in fo rm a tio n

B illin g in fo rm a tio n


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SD SD SD

Cash Sales

Customer Orders, Pays and Picks immediately.

Deli ery is initiated once order is entered.

In oice is Printed.

Posted directly to cash account.


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SD

Credit Management

Customer 6

Total Limit$10,000

Sales OrderAutomatic CreditChecking

CustomerCreditLimits


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Payment

SAP AG 1999

Payment

Payment is a process that is par t o f the applicat ion

m odule inancial Accou nting .

Payment supports

Posting payments against invoices

R e vie in g d iffe re n ce s


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SD

ClientChipSun

Credit Control AreaEURO

Customer6

CompanyCode CSME CompanyCode CSEUCompanyCode CSUS

Customer6

Customer6

Credit Control AreaCCCS

Credit Control Areas


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SD

Global Limit$10,000

Ma imumIndividual Limit$6,000(applies to anycredit control areain client)

Assigning Credit Limits Per Customer

EURO6,000

CCCS4,000

Customer6

Company CodeCSME

Company CodeCSEU

Company CodeCSUS

Customer6

Customer6

USD

ClientChipSun

1

2 3 IndividualCredit Limit$4,000(applies to aspecific creditcontrol area)


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SD

Postings Increase these amountsClearings Decrease these amounts

Special G/Ltransactions suchas do n payment

Receivablesfrom sales

Open orders,

deliveries andbilling docs. Total receivables,

special G/L trans.and outstandingorder value

Monitoring Credit Limits for Customer


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SD

Main Elements of Automatic Credit Control

Credit ControlArea

Risk Category Credit

RepresentativeGroup

I SD

DocumentCredit Group

Activate creditat item level

Credit price inpricing

procedure

CreditLimitsCreditManagementRecord


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SD

Credit Management Functions Credit checking is an integration point etween the FI and SD

Modules.

Three different credit limits are esta lished for a

gi en customer:

The total limit across all credit control areas

The maximum indi idual limit for any credit control area (this

restricts the limit we can set for a particular credit control area)

The indi idual credit limit for a particular credit control area


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Shipping

SAPAG0 1 1 1

Shippingprocessingsupports:

Creatingoutbounddeliveries

Picking (bycreating transport orders)

Packing

Posting thegoods issue

Shipping


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SD Module O er iew: Shipping

SD

1997

Packing

CreatingShippingPapers

ShippingPoint

Create deliveries

Check availability

Monitor orderdeadlines

Picking

Picking

confirmation

Goods Issue

Transfer ofgoods Planning dates

Group deliveriesfor shipment

TransportationPlanningPoint

Sales Order


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SD

Shipping points are independent organizational entities within

which processing and monitoring of the deli eries as well as

goods issue are carried out. A deli ery is processed y oneshipping point only.

Shipping PointShipping Point


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SD

Partial Deli ery and Complete Deli ery

A customer may specify that he or she will only accept

complete deli ery of an order. Howe er, the customer may also

agree to accept se eral partial deli eries for an order or an

order item.

Processing Shipping DocumentsProcessing Shipping Documents


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SD

Deli ery Options


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SD

Picking in ol es preparing the correct quality and the correct

quantity of goods for shipping on schedule to a customer.

You can enter the atch num er and the aluation type for a

deli ery item on the picking screen.

The picking procedure used depends on whether you are

using Warehouse Management System ( MM-WM) or not.

The following figure gi es an o er iew of the different

procedures for picking.

Picking & ConfirmationPicking & Confirmation


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SD

PICKING

Without MM/WM With MM/WM

Print Picking

List

Picking on

Demand

Fixed Bin

Picking

Picking ia

Transfer

Orders

Picking & ConfirmationPicking & Confirmation


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SD

When you post goods issue for a deli ery, you complete a usiness

transaction from the point of iew of shipping. The sales order can e

then e in oiced. The deli ery for which goods issue was posted is

included in the work list for illing (the illing due list).The goods issue document for a deli ery is not a sales & distri ution

document. It is a Materials Management (MM) and Financial Accounting

(FI) document which is used to update stock quantities and alues.

As soon as goods issue is posted for a deli ery, the scope for changing

the deli ery document ecomes ery limited. This pre ents there eingany discrepancies etween the goods issue document and the deli ery.

Goods Issue in ShippingGoods Issue in Shipping


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LOGISTICS EXECUTION

Logistics Execution Overview

Benefits

Structure & Flow

Master Data


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BENEFITS

LE

Benefits of having all transportation activities in SAP can be

summarized as below:

Scheduling of Shipments as per automatic Route Determination

Audit ComplianceDocument Flow for each transaction


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LE

-55-

Purchase Order

Goods Receipt

Stock Transport Order

Goods Receipt

Outbound

Delivery

Goods Issue

Inbound

Delivery

Sales Order

Outbound

Delivery

Goods Issue

Purchasing Replenishment Sales

OutboundOutbound

TransportationTransportation

STRUCTURE & FLOW

OutboundOutbound


InboundInbound



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LE

STRUCTURE & FLOW (contd..)

BASIC ELEMENTS OF THE SHIPPING/TRANSPORTATIONPROCESS IN SAP R/3

TRANSPORTATION PLANNING POINTS: A group ofemployees responsible for transportation activities. They can

be divided into Outbound Shipments, Inbound Shipments andReplenishment Shipment.

SHIPMENT DOCUMENT TYPES: Specifies what type oftransportation processing is to be performed. They can bedivided into Outbound Shipments, Inbound Shipments andReplenishment Shipment.


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LE

MASTER DATA

ROUTE: Route is automatically determined at time of salesorder creation. The Route provide to the system the transittime. Based on the transit time the system determines aproposal G/I date (from warehouse). G/I date is taken intoconsideration for credit limit release (check of the limit only

15 days before G/I date).


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Route Definition


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LE

Route Determination :

Criteria for the Proposal of the Route in the Deli ery

The shipping document type determines whether the route is

determined again in the deli ery. Since you only learn the exact weight

of the deli ery at the time of creating the deli ery, it makes sense to

determine the route again.

For Example, an o er-deli ery of goods could mean that the deli ery

is now too hea y to e deli ered y air freight and must e con eyed

y rail. It could also e that se eral partial deli eries are created for

one sales order so that the total weight of the each deli ery is nowlower than the total weight that is recorded in the sales order. Thus, a

smaller truck than originally planned can e used for the deli ery.

Processing Shipping DocumentsProcessing Shipping Documents


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Billing

SAP AG 2 3 3 3

B illin g

B illin g s u p p o rts :

C re a tin g in v o ic e s fo r p ro d u c ts a n d s e rv ic e s

C re a tin g c re d it a n d d e b it m e m o s

C a n c e ll in g p re v io u s ly p o s te d b illin g d o c u m e n ts

A u to m a tic a ll y tra n s fe rrin g b illin g d o c u m e n t d a ta to

a c c o u n tin gIn v o ic e


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1. Separate invoiceperdelivery

Sales order Delivery

Invoice

Invoice

3. Invoice split

Sales order

Sales order

Invoice

Invoice

Invoice

Delivery

Delivery

Sales order

2. Collective invoice

Delivery

Delivery

Delivery

Billing MethodsBilling Methods


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a ) Specifying thedoc ments to be invoiced

Delivery

Invoice

Invoice

Delivery1

Delivery 2

Delivery 1Delivery 2Delivery

Collective InvoiceCollective Invoice


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Returns

SAP AG 1999

Credit memoReturns

delivery

Acceptance ofreturned goods(post goodsreceipt)

Storage in returns

stock

Create creditmemo, after thebilling block hasbeen removed

Returns

Processing Returns

Billingdoc.

Order Billing

block

ReturnsReturns

Billing

blockOKOK


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Pro Forma In oice processing

y You can create as many pro forma in oices as you

like for a sales order or a deli ery ecause the illingstatus in the sales order or deli ery is not updated.

y Data from the pro forma in oice is not passed on to

financial accounting

ProPro--forma Invoicesforma Invoices


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When you deal in export, you may

need to print pro forma in oices.

They are used to gi e the importer or

the responsi le authorities in the

import country details a outforthcoming shipments.

Pro forma in oices can e created

on the asis of sales orders or

deli eries (see the following figure).

Sales order

Pro forma

in oice ( )

Pro forma

in oice ( )

Deli ery illing docmt

ProPro--forma Invoicesforma Invoices


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Billing docmt

Credit memo

De it memoDe it memo

Credit memo

Deli ery

request

request

Sales order

Credit and Debit MemosCredit and Debit Memos


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Cancellation of Billing Documents

When you cancel a illing document, you are actually

creating a cancellation document. The cancellation

document copies data from the reference document andtransfers an offsetting entry to the accounting department.

After you ha e created a cancellation document, the

reference document (for example, the deli ery) can e illed

again.

Cancellation DocumentsCancellation Documents


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Integration with Accounting consists of forwarding illing data to

y Financial Accounting (FI - Accounts Receivable)

y Controlling (CO)

Int grati n with Financial Accounting consists of forwardingilling data in in oices, credit and de it memos to Financial

Accounting.

The system

y posts offsetting entries to the appropriate accounts

(with the help of "account assignment")y and makes sure that FI can recognize all illing

documents elonging to one usiness transaction (for

example, a credit memo to an in oice)

Integration with AccountingIntegration with Accounting


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Billing Documents Blocked for AccountingBilling documents are locked for release to the accounting department

for the following reasons :

y If the billing type automatically blocks the billing documentwhen it is created

y If errors occur in account assignment

y If the billing document is incomplete (for example, if the

customer master record of the payer has not yet been

maintained by the accounting department)

y If errors occur in pricingIf the system locks a illing doc. from eing forwarded to the accounting

dept., you must explicitly release it. By releasing it, you pass on the

illing data of that illing doc. to the accounting department.

Integration with AccountingIntegration with Accounting


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Foreign Trade Data

S A P A G 1 9 9 9

F o re ig n T ra d e D a ta in th e S u p p ly C h a in

B u s in e s s tra n s a c t io nre c e ip t / im p o r t

B u s in e s s tra n s a c t io nd is p a tc h / e x p o r t

M a te r ia ls M a n a g e m e n t S a le s a n d D is tr ib u t io n

P la n t

V e n d o r

P u rc h a s e o rd e r

In b o u n d d e li v e ry

G o o d s

re c e ip t

In v o ic e

C u s to m e r

O rd e r

G o o d s

is s u e

B illin g d o c u m e n t

O u tb o u n d d e l iv e ry


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Countries In ol ed

SD

S A P A G 1 9 9 9

C o u n t rie s In v o l v e d

S e d e nS e d e n

C o u n tr y o f d e p a rtu re C o u n tr y o f d e s tin a tio n

M y a n m a r M y a n m a r

f


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FT-Influencing Factors

SD

S A P A G 1 9 9 9

Fo r e i g n T ra d e - In flu e nc in g

Fa c t o r s

L a s / R eg u la t io n s

C o u n t r i e s

I n d u s t r y

s e c t o r s

S i


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Sections

SD

S A P A G 1 9 9 9

S e c t i o n s

P r o d u c t -s p e c i fi c d a t a

L e g a l r eg u la tio n s -

T y pe s o f l ic e ns es

A )A )

C )C ) B )B )D a ta s p ec if ic to t he

c o u n tr y o f d e s tin a tio n

L tt f C dit


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Letter of Credit

SD

S A P A G 1 9 9 9

L e tt e r o f C re d it - P ro ce ss

G o o d s f lo

D o c u m e n t s /V a l u e s f lo

5

9

6

4

1 0

2

3

8

O p e n i n gb a n k

A d v i s i n gb a n k

1Im p o r te r E p o r te r

7

P t


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Payment

SD

SAP A G 1999

T y p e s o f P a y m e n t G u a ra n te e / In te g ra tio n

F I-O P E N

T im e

T y p e s o f P a y m e n t G u a ra n te e / In te g ra t io n

P o l itic a l r is k s

E c o n o m ic r is k s

C re d i t C o l le c t io n

(b i l ls o fe x c h a n g e)

e tte r o f

c re d i t

E x p o r t c re d i t in s u ra n c e

C re d i t m a n a g e m e n t

D o c u m e n ta ry p a y m e n ts

P a y m e n t

c a rd

H ig h r is k L o w r is k


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Thank you