Download - 70011_Week 1 Lecture 1 SD
-
8/17/2019 70011_Week 1 Lecture 1 SD
1/47
© SAP AG
Sales and Distribution (SD)
SAP University Alliances
Version 2.1
Authors Bret Wagner
Stefan Weidner
ProductSAP ERP 6.0 EhP4
Global Bike In.
LevelBeginner
Focus!ro""#f$ntional integration
Sale" and %i"trib$tion
-
8/17/2019 70011_Week 1 Lecture 1 SD
2/47
SAP ERP
Page 4#2© SAP AG
!o$r"e &'er'ie(
Introd$tion to SAP )a'igation
Introd$tion to GBI
Sale" * %i"trib$tion
+aterial" +anage,ent
Prod$tion Planning
-inanial Ao$nting
!ontrolling
$,an !a/ital +anage,ent
Wareho$"e +anage,ent
Proet S"te,
-
8/17/2019 70011_Week 1 Lecture 1 SD
3/47
SAP ERP
Page 4#© SAP AG
-$ntionalit
Sale" S$//ort Sale"
Shi//ing and 3ran"/ortation
Billing
!redit +anage,ent
-oreign 3rade
-
8/17/2019 70011_Week 1 Lecture 1 SD
4/47
SAP ERP
Page 4#4© SAP AG
nit &'er'ie(
S% &rgani5ational Str$t$re S% +a"ter %ata
S% Proe""e"
# &rder#to#!a"h Proe""
-
8/17/2019 70011_Week 1 Lecture 1 SD
5/47
SAP ERP
Page 4#© SAP AG
S% &rgani5ational Str$t$re
!lient
# An inde/endent en'iron,ent in the ""te,
!o,/an !ode
# S,alle"t org $nit for (hih o$ an ,aintain a legal "et of book"
!redit !ontrol Area
# An organi5ational entit (hih grant" and ,onitor" a redit li,it for $"to,er".# It an inl$de one or ,ore o,/an ode"
Sale" &rgani5ation
# An organi5ational $nit re"/on"ible for the "ale of ertain /rod$t" or "er'ie".
# 3he re"/on"ibilit of a "ale" organi5ation ,a inl$de legal liabilit for /rod$t"
and $"to,er lai,"
%i"trib$tion !hannel
# 3he (a in (hih /rod$t" or "er'ie" reah the $"to,er
# 3/ial e7a,/le" of di"trib$tion hannel" are (hole"ale8 retail8 or diret "ale"
-
8/17/2019 70011_Week 1 Lecture 1 SD
6/47
SAP ERP
Page 4#6© SAP AG
S% &rgani5ational Str$t$re
%i'i"ion# A (a of gro$/ing ,aterial"8 /rod$t"8 or "er'ie"
Sale" Area
# !o,bination of Sale" &rgani5ation8 %i"trib$tion !hannel and %i'i"ion
# %eter,ine" ondition" 9i.e. /riing: for "ale" ati'itie"
Plant 9here; %eli'ering Plant:
# Plant fro, (hih the good" "ho$ld be deli'ered to the $"to,er
&ther S% organi5ation $nit";
# Shi//ing Point
#
-
8/17/2019 70011_Week 1 Lecture 1 SD
7/47
SAP ERP
Page 4#=© SAP AG
GBI 2.1 Str$t$re for Sale" and %i"trib$tion
Global Bie
Global Bie !nc" Global Bie Ger#any G#b$
US %est US East
San Die&o
Ger#any 'orth Ger#any South
Dallas ia#i $a#bur& $eidelber&
!lient
!o,/an
!ode
Sale"
&rgani5ation
Sale" &ffie
-
8/17/2019 70011_Week 1 Lecture 1 SD
8/47
SAP ERP
Page 4#>© SAP AG
GBI 2.1 Enter/ri"e Str$t$re in SAP ERP 9Sale":
lient GB!
redit ontrol Area (&lobal) GL**
US**
US East
E00
US %est
W00
A**
A East
!E00
A %est
!W00
DE**
DE South
%S00
DE 'orth
%)00
GB**
GB South
GS00
GB 'orth
G)00
AU**
AU South
AS00
AU 'orth
A)00
Distribution hannel %holesale %$
Distribution hannel !nternet !'
D i v i
s i o
n B
i c y c l e
s B
!
D i v i
s i o
n A c c e s s o r i e s A
S
Sales
+r&ani,ation
o#-any ode
-
8/17/2019 70011_Week 1 Lecture 1 SD
9/47
SAP ERP
Page 4#?© SAP AG
S% +a"ter %ata
usto#er aster
aterial aster
Sales ondition
-
8/17/2019 70011_Week 1 Lecture 1 SD
10/47
-
8/17/2019 70011_Week 1 Lecture 1 SD
11/47
SAP ERP
Page 4#11© SAP AG
!$"to,er +a"ter %ata
3he $"to,er ,a"ter infor,ation
i" di'ided into area";
# General %ata
# !o,/an !ode %ata
# Sale" Area %ata
-
8/17/2019 70011_Week 1 Lecture 1 SD
12/47
SAP ERP
Page 4#12© SAP AG
!$"to,er +a"ter
o#-any ode US**
o#-any ode DE**
!lient @@@
General !n.or#ation rele'ant for the entire organi5ation;
)a,e
Addre""
!o,,$niation
o#-any ode s-eci.ic in.or#ation;
A. +g,t
Pa,ent
Bank
Sales Area s-eci.ic in.or#ation;
Sale"
&ffie !$rren
Sale" &rg. W00
Sale" &rg. %S00
-
8/17/2019 70011_Week 1 Lecture 1 SD
13/47
SAP ERP
Page 4#1© SAP AG
+aterial +a"ter %ata
+aterial +a"ter
# !ontain" all the infor,ation a
o,/an need" to ,anage abo$t
a ,aterial
# It i" $"ed b ,o"t o,/onent"
(ithin the SAP ""te,
Sale" and %i"trib$tion
+aterial" +anage,ent
Prod$tion
Plant +aintenane
Ao$nting!ontrolling
C$alit +anage,ent
# +aterial ,a"ter data i" "tored in
f$ntional "eg,ent" alled Die("
-
8/17/2019 70011_Week 1 Lecture 1 SD
14/47
SAP ERP
Page 4#14© SAP AG
+aterial +a"ter Die("
+aterial +a"ter
Ba"i %ata
Sale" %ata
!ontrolling %ata
-orea"ting %ata
P$rha"ing %ata
+at. Plan. %ata
Ao$nting %ata
Storage %ata
C$alit %ata
-
8/17/2019 70011_Week 1 Lecture 1 SD
15/47
SAP ERP
Page 4#1© SAP AG
Sales +r&" U%**
Sales +r&" UE**
+aterial +a"ter
!lient @@@
General !n.or#ation rele'ant for the entire organi5ation;
)a,e
Weight
nit of +ea"$re
Sales s-eci.ic in.or#ation;
%eli'ering Plant
-
8/17/2019 70011_Week 1 Lecture 1 SD
16/47
SAP ERP
Page 4#16© SAP AG
!ondition +a"ter %ata 9Priing:
!ondition ,a"ter data inl$de";
# Prie"
# S$rharge"
# %i"o$nt"
# -reight"
# 3a7e"
o$ an define the ondition
,a"ter to be de/endent on
'ario$" data;
# +aterial "/eifi
# !$"to,er "/eifi
!ondition" an be de/endent onan do$,ent field
-
8/17/2019 70011_Week 1 Lecture 1 SD
17/47
SAP ERP
Page 4#1=© SAP AG
&$t/$t
&$t/$t i" infor,ation that i" "ent
to the $"to,er $"ing 'ario$"
,edia8 "$h a";
# E#,ail
# +ail
# E%I
# -a7# @+<
&$t/$t e7a,/le";
# C$otation
# !onfir,ation
# In'oie
-
8/17/2019 70011_Week 1 Lecture 1 SD
18/47
SAP ERP
Page 4#1>© SAP AG
Sale" &rder Proe""
Sale" &rder Entr
Po"t Good"
I""$e
In'oie
!$"to,er
Pik
+aterial"Reei/t of
!$"to,er Pa,ent
Pak+aterial"
!hek
A'ailabilit
Pre#"ale" Ati'itie"
-
8/17/2019 70011_Week 1 Lecture 1 SD
19/47
SAP ERP
Page 4#1?© SAP AG
Pre#Sale" Ati'itie" 9!R+
-
8/17/2019 70011_Week 1 Lecture 1 SD
20/47
SAP ERP
Page 4#20© SAP AG
Pre#Sale" Ati'itie" 9!R+
-
8/17/2019 70011_Week 1 Lecture 1 SD
21/47
SAP ERP
Page 4#21© SAP AG
InF$ir
An inF$ir i" a $"to,erH"reF$e"t to a o,/an forinfor,ation or F$otation inre"/et to their /rod$t" or"er'ie" (itho$t obligation to/$rha"e.
# o( ,$h (ill it o"t# +aterialSer'ie a'ailabilit
# +a ontain "/eifi F$antitie"and date"
3he inF$ir i" ,aintained inthe ""te, and a F$otation i"reated to addre"" F$e"tion"for the /otential $"to,er.
-
8/17/2019 70011_Week 1 Lecture 1 SD
22/47
SAP ERP
Page 4#22© SAP AG
C$otation
3he F$otation /re"ent" the
$"to,er (ith a legall binding
offer to deli'er "/eifi /rod$t"
or a "eletion of a ertain a,o$nt
of /rod$t" in a "/eified
ti,efra,e at a /re#defined /rie.
-
8/17/2019 70011_Week 1 Lecture 1 SD
23/47
SAP ERP
Page 4#2© SAP AG
Sale" &rder
Sale" order /roe""ing an originate fro, a 'ariet of do$,ent"
and ati'itie"
# !$"to,er ontat" $" for order; /hone8 internet8 e,ail
# E7i"ting !ontrat
# C$otation"
3he eletroni do$,ent that i" reated "ho$ld ontain the
follo(ing ba"i infor,ation;
# !$"to,er Infor,ation
# +aterial"er'ie and F$antit
# Priing 9ondition":
# S/eifi deli'er date" and F$antitie"
# Shi//ing infor,ation
# Billing Infor,ation
-
8/17/2019 70011_Week 1 Lecture 1 SD
24/47
SAP ERP
Page 4#24© SAP AG
Sale" &rder
3he "ale" do$,ent i" ,ade $/
of three /ri,ar area";# eader
%ata rele'ant for the entire "ale"order; E7; $"to,er data8 totalo"t of the order
#
-
8/17/2019 70011_Week 1 Lecture 1 SD
25/47
SAP ERP
Page 4#2© SAP AG
Sale" &rder
3he "ale" order ontain" all of the infor,ation needed to /roe""
o$r $"to,er" reF$e"t8 the follo(ing infor,ation i" deter,ined for
eah "ale" order;
# %eli'ering Shed$le
# Shi//ing /oint and ro$te deter,ination
# A'ailabilit !hek
# 3ran"fer of reF$ire,ent" to +RP
# Priing
# !redit li,it hek
-
8/17/2019 70011_Week 1 Lecture 1 SD
26/47
SAP ERP
Page 4#26© SAP AG
%eli'er Shed$ling
When an order i" reated the o$ ,$"t enter a reF$e"ted deli'er
date for the order or eah line ite,.
3he ""te, (ill then deter,ine a deli'er ti,eline8 thi" (ill be
$"ed (hen deter,ining o$r ,aterial a'ailabilit8 or A3P 9A'ailabilit
to Pro,i"e: date.
3he ""te, (ill deter,ine thi" date $"ing for(ard and bak(ard
"hed$ling r$le" o$ ha'e defined.
-
8/17/2019 70011_Week 1 Lecture 1 SD
27/47
SAP ERP
Page 4#2=© SAP AG
Bak(ard Shed$ling
Re/uested
Delv" Date
Goods!ssueLoadin&
aterial
Availability
+rder Date
0rans-"
Sched"
3ran"it3i,e
92 da":
-
8/17/2019 70011_Week 1 Lecture 1 SD
28/47
SAP ERP
Page 4#2>© SAP AG
-or(ard Shed$ling
3ran"it
3i,e
92 da":
-
8/17/2019 70011_Week 1 Lecture 1 SD
29/47
SAP ERP
Page 4#2?© SAP AG
Shi//ing * Ro$te %eter,ination
%$ring the reation of the "ale" order the ""te, ,$"t deter,ine
the "hi//ing /oint fro, (hih the ,aterial (ill be "hi//ed and the
ro$te the ,aterial (ill take to get fro, o$r (areho$"e to o$r
$"to,er" loation.
A "hi//ing /oint i" deter,ined for eah line ite, (ithin the order.
3he ro$te deter,ination (ill i" $"ed to define the tran"it ti,e of the
,aterial that (e $"ed in "hed$ling.
-
8/17/2019 70011_Week 1 Lecture 1 SD
30/47
SAP ERP
Page 4#0© SAP AG
A'ailabilit !hek
A'ailabilit !hek
# %eter,ine" the ,aterial
a'ailabilit date
# !on"ider" all in(ard and o$t(ard
in'entor ,o'e,ent"
Pro/o"e" ,ethod" of deli'er
# &ne#ti,e deli'er# !o,/lete deli'er
# %elaed /ro/o"al
R$le" are reated b &
-
8/17/2019 70011_Week 1 Lecture 1 SD
31/47
SAP ERP
Page 4#1© SAP AG
Priing
3he ""te, di"/la" /riing infor,ation for all "ale" do$,ent" on
the /riing "reen" at both the header and the line ite, le'el.
# eader /riing i" 'alid for the (hole order it i" the $,$lati'e of all line
ite," (ithin the order
#
-
8/17/2019 70011_Week 1 Lecture 1 SD
32/47
SAP ERP
Page 4#2© SAP AG
!redit !hek
Allo(" o$r o,/an to ,anage it" redit e7/o"$re and ri"k for
eah $"to,er b "/eifing redit li,it".
%$ring the "ale" order /roe"" the ""te, (ill alert the "ale" re/
abo$t the $"to,er" redit "it$ation that ari"e"8 if nee""ar the
""te, an be onfig$red to blok order" and deli'erie".
-
8/17/2019 70011_Week 1 Lecture 1 SD
33/47
SAP ERP
Page 4#© SAP AG
Shi//ing * 3ran"/ortation
3he "hi//ing /roe"" begin" (hen o$ reate the deli'er
do$,ent for the "ale" order. 3hi" do$,ent ontrol"8 "$//ort"8
and ,onitor" n$,ero$" "$b#/roe""e" for "hi//ing /roe""ing;
# Piking
# Paking
# Po"t Good" I""$e
Integrated (ith the +aterial +anage,ent 9++: and -inane 9-I:
,od$le"
-
8/17/2019 70011_Week 1 Lecture 1 SD
34/47
SAP ERP
Page 4#4© SAP AG
Shi//ing
&rder
!o,bination
Sales +rder 2
Sales +rder 3
Sales +rder 4
Delivery 5623
Partial
%eli'er
Sales +rder 7
Delivery 5624
Delivery 5627
Delivery 5628
!o,/lete
%eli'er
Sales +rder 8
Delivery 5629
-
8/17/2019 70011_Week 1 Lecture 1 SD
35/47
SAP ERP
Page 4#© SAP AG
%eli'er !reation
!hek" order and ,aterial" to deter,ine if a deli'er i" /o""ible
deli'er blok 9hold:8 o,/letene""
!onfir," a'ailabilit
!onfir," e7/ortforeign trade reF$ire,ent"
%eter,ine" total (eight * 'ol$,e
-
8/17/2019 70011_Week 1 Lecture 1 SD
36/47
SAP ERP
Page 4#6© SAP AG
%eli'er !reation
Generate" /aking /ro/o"al
!al$late" (eight and 'ol$,e
!hek" "hed$ling
!on"ider" /artial deli'erie"
/date" ro$te a""ign,ent
A""ign" /iking loation
/date" "ale" order
%eter,ine" bathe"
C$alit hek 9if needed:
/date" "ale" order
-
8/17/2019 70011_Week 1 Lecture 1 SD
37/47
SAP ERP
Page 4#=© SAP AG
%eli'er %o$,ent
3he %eli'er %o$,ent initiate" the deli'er /roe"" and i" the
ontrol ,ehani", for thi" /roe""
# Piking
# Paking
#
-
8/17/2019 70011_Week 1 Lecture 1 SD
38/47
SAP ERP
Page 4#>© SAP AG
Piking
C$antitie" ba"ed on deli'er note
A""igned date (hen /iking "ho$ld begin
A$to,ated "torage loation a""ign,ent
S$//ort" "erial n$,berlot n$,ber traking and bath
,anage,ent Integrated (ith Wareho$"e +anage,ent 9W+:
-
8/17/2019 70011_Week 1 Lecture 1 SD
39/47
SAP ERP
Page 4#?© SAP AG
on"ideration":
Identifie" and $/date" ao$nt" a""oiated (ith ret$rnable
/akaging
3rak" the /aked /rod$t b ontainer
In"$re" (eight'ol$,e re"trition" are enfored
All /aked ite," are a""igned to the reF$ired ,ean" of
tran"/ortation
-
8/17/2019 70011_Week 1 Lecture 1 SD
40/47
SAP ERP
Page 4#40© SAP AG
Good" i""$e
E'ent that indiate" the legal hange in o(ner"hi/ of the /rod$t"
Red$e" in'entor and enter" !o"t of Good" Sold
A$to,atiall $/date" the General
-
8/17/2019 70011_Week 1 Lecture 1 SD
41/47
SAP ERP
Page 4#41© SAP AG
Billing
3he billing do$,ent i" reated b o/ing data fro, the "ale"
order andor deli'er do$,ent.
# &rder#ba"ed billing
# %eli'er#ba"ed billing
3he billing /roe"" i" $"ed to generate the $"to,er in'oie.
It (ill $/date the $"to,erH" redit "tat$".
-
8/17/2019 70011_Week 1 Lecture 1 SD
42/47
SAP ERP
Page 4#42© SAP AG
Billing %o$,ent"
3he billing do$,ent (ill a$to,atiall reate a debit /o"ting to
o$r $"to,er "$b#ledger ao$nt and redit o$r re'en$e
ao$nt.
It i" at thi" /oint that the "ale" /roe"" i" /a""ed o'er to -inanial
Ao$nting to a(ait /a,ent.
-
8/17/2019 70011_Week 1 Lecture 1 SD
43/47
SAP ERP
Page 4#4© SAP AG
Billing +ethod"
!olleti'e
In'oiing
%eli'er ba"ed
In'oiing
%eli'er >J4
%eli'er >J
&rder 14
&rder ?
%eli'er >J6
In'oie ?J6>
&rder 6%eli'er >J20
%eli'er >J21
In'oie ?J4
In'oie ?J46
S/lit
In'oiing&rder 2 %eli'er >J>6
In'oie ?J?2
In'oie ?J?1
-
8/17/2019 70011_Week 1 Lecture 1 SD
44/47
SAP ERP
Page 4#44© SAP AG
Pa,ent
Pa,ent i" the final "te/ in the "ale" order /roe""8 thi" "te/ i"
,anaged b the -inanial Ao$nting de/art,ent.
-inal /a,ent inl$de";
# Po"ting /a,ent" again"t in'oie".
# Reoniling differene" bet(een /a,ent and in'oie.
Pa,ent (ill reate a /o"ting learing the liabilit in the AR
ao$nt and inrea"e" o$r bank ao$nt.
-
8/17/2019 70011_Week 1 Lecture 1 SD
45/47
SAP ERP
Page 4#4© SAP AG
%o$,ent -lo(
3he do$,ent flo( and order "tat$" feat$re allo(" o$ to find the "tat$"
of an order at an /oint in ti,e. 3he SAP $/date" the order "tat$" e'erti,e a hange i" ,ade to an do$,ent reated in the $"to,er order
,anage,ent le 9&rder#to#!a"h:.
-
8/17/2019 70011_Week 1 Lecture 1 SD
46/47
SAP ERP
Page 4#46© SAP AG
Sale" &rder Proe"" %eb$gging
K)e'er again did I learn "o ,$h in"$h a "hort ti,e8 bea$"e t(ent
/artii/ant" ,ade ,i"take" for ,eL
o$ annot ,ake "o ,an ,i"take"all aloneM
SAP !o#fo$nder Nla$" 3"hira
on hi" e7/eriene" teahing !&B&<to lient" at IB+
-
8/17/2019 70011_Week 1 Lecture 1 SD
47/47
SAP ERP Sale" &rder Proe"" %eb$gging
%o$,ent -lo(
# Gi'e" &rder Proe"" Stat$"