unit 17 18 sales and distribution rules
TRANSCRIPT
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Unit 17
ales and Distribution (SD)- Rules -
MELJUNCORTES
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Business Process Integration
R u
l e s
SD
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Assign Sales Area to Pricing
ProcedurePricing Procedure Assignment uses thecombination of: Sales Area Document Pricing Procedure Customer Pricing Procedure
Each combination of these has a
pricing procedure assigned
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Availability Check
In determining the materialavailability date the system caninclude specific stocks if selected,such as: Safety stock Stock in transfer Quality inspection stock Blocked stock Restricted use stock All movements of stock
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Credit Checking
Static Credit Limit Check Open Orders Open Deliveries Open Billing documents Open Items (accounts receivable)
Credit check to maximum documentvalue (per order)
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Shipping Functions
Shipping Point Determination The shipping point is selected for each
line item based on the shipping point
determination process Shipping point based on:
Shipping condition Loading group Delivering plant
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Shipping Functions (continued)
Route Definition Delivery method and the transit time Dummy routes can be used to easily
define transit time Route Determination
Proposed route is chosen using
Shipping point Destination country Transportation zone Shipping condition
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Revenue Assignment
Determination Transfers billing values from theSales and Distribution to Finance
Used to recognize revenue Keys used to allocate revenue to the
proper account
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Automatic AccountAssignment
Defines the G/L accounts that billingentries are posted to revenue,sales deductions, surcharges, freightcharges, etc.
Application
V
Sales
ConditionType
KOFI
ConditionTables
Chart of Accounts
C001
SalesDocument
SalesOrganization
S001
SalesDocument
Customer Account Group
01
Customer Master
AccountKey
ERL
PricingProcedure
General Ledger Account
600999
Chart of Accounts
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Unit 17 Exercises
138. Assign Sales Areas to Pricing Procedure
139. Define Availability Check for Sales Orders
140. Assign Sales Document to Credit Check
141. Create Shipping Point Determination
142. Create Revenue Account Assignment Key
143. Check Stock Status
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Unit 18
Sales and Distribution (SD)
- Transactions -
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Business Process Integration
TransactionsSD
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Transaction Data
Includes internal and externalexchanges that describe businessactivities
Unlike master data, aggregatetransactional data is dynamic eachtransaction is unique
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R/3
FIFinancial
AccountingCOControlling
PSProjectSystemWF
WorkflowISIndustry
Solutions
MMMaterialsMgmt.
HRHuman
Resources
SDSales andDistribution
PPProductionPlanning
QMQualityMgmt.PM
Plant Maintenance
SMServiceMgmt.
Client / Server Integrated BusinessSolution
ECEnterpriseControlling
AMFixed AssetsMgmt.
Sales and Distribution (SD)
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Document Types
Inquiry Quotation Returns Contract
Sales Order Cash Sales ConsignmentScheduling
Agreement
Rush Order Debit MemoReturnablePackaging
CreditMemo
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Order ProcessingFunctionality
Delivery scheduling Availability check
Transfer of requirements to MaterialRequirements Planning Pricing
Credit check Shipping point and route
determination Foreign trade and license processing
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Delivery Scheduling
Automatic scheduling of essentialshipping activities
Calculated using defined activitytimes Resulting in scheduled activity dates Determined using backward and
forward scheduling rules
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Delivery Scheduling (continued)
Structure of sales documentsHeader
Line Item # 1
Line Item # 2
Schedule Line # 1
Schedule Line # 1
Schedule Line # 2
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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
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Backward Scheduling
RequestedDelv. Date
GoodsIssueLoading
Material Availability
Order Date
Transp.Sched.
TransitTime(2 days)
LoadingTime(1 day)
Pick & PackTime(2 days)
Transp.Sched.Time(1 day)
2nd 3rd 4th 5th 6th1st
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Forward Scheduling
TransitTime(2 days)
LoadingTime(1 day)
Transp.Sched.Time(1 day)
NewDelv.Date
1st 3rd 4th 5th 6th2nd
Pick & PackTime (2 days)
7th
RequestedDelv.Date
GoodsIssueLoading
Material Availability
Order Date
Transp.Sched.
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Availability Check
Determines the material availabilitydate
Considers inward and outward
movement of inventory customizable Influences partial deliveries by
Proposing a quantity that can bedelivered on the requested date(complete delivery)
Determines earliest date for full delivery
Determines the number and dates forartial deliveries to fulfill the order
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Availability Check
(continued) In determining the materialavailability date the system caninclude specific stocks if selected,such as: Safety stock Stock in transfer Quality inspection stock Blocked stock
Restricted use stock
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Transfer Requirements toMaterial Requirements
Planning Ordered quantities are passed toMaterial Requirements Planning
Controlled by the schedule linecategory Blocking of documents can affect
requirements passing deliveryblock
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Pricing
Highly touted world-classfunctionality
Very easily tailored to meet businessneeds A very robust module in SAP Gross to net pricing for material
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Credit Check
Efficient means to implement creditmanagement
Integrated with Financial Accounting(FI) -- Via credit control area Automatically alerts when a credit
check fails Comprehensive credit management
reporting
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Shipping Point and RouteDetermination
A shipping point is determined foreach line item shipping pointdetermination
A delivery can only be processedfrom one shipping point
Routes - route to be traveled &transit time are determined usingcustomized rules
Routes can be used to simply define
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Foreign Trade and LicenseProcessing
Predefined trade areas NAFTA, EU Automated reporting for trade areas
Automated controls License management Embargo lists Control by customer, country, product,
point in time
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Document Flow
The document flow feature allowsyou to find the status of an order atany point in time. The SAP systemupdated the order status every timea change is made to any of thedocuments created in the customer
order management cycle (Order toCash).
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Unit 18 Exercises
144. Create Sales Order145. Check Stock Status
146. Create Delivery Note for Sales Order
147. Check Stock Status
148. Pick Materials on Delivery Note
149. Post Goods Issue
150. Check Stock Status
151. Bill Customer
152. Post Receipt of Customer Payment
153. Review Document Flow