full_version_sd_overview.ppt

7/27/2019 Full_Version_SD_Overview.ppt

1/93

Chapter 1 Overview and OrganizationalStructures


2/93

SD010

1-2 Overview and Organizational Structures

MATE

RIALS

MGMT

Documents in Sales and Distribution Processing

Sales

informationsystem

USD

Sales support

Sales

Shipping

Billing

Financial accounting

Delivery

Debit memo Credit memoInvoice

Delivery freeof charge

Subsequentdelivery free

of charge ReturnsSales order

Contract

Schedulingagreement

Sales activity

Inquiry

Quotation


3/93

SD010


Sales Organization

Client

0010

Salesorganization

Company code 0010


4/93

SD010


Distribution channel

0010

Sales

Organization

Distribution channel

10 1010


5/93

SD010


Division

Sales

Organization

Division

10 10

0010


6/93

SD010


Sales area

0010

Salesorganization

= Sales area

Sales Organization

+

Distribution Channel

+

Division

10

10

0010 10 10


7/93SD010


Internal Organization in Sales

0010 0010 0010

0010 0010 0010

Sales office 0010 Sales group 010


8/93SD010


Plants

Client

Storage locations

Company code 0100

Plant 0010

Storage locations

Plant 0011

001000200030

001000200030


9/93SD010


Organization in Shipping

Shippingpoint 0011

Shippingpoint 0012

A

B

Plant 0010

Shippingpoint 0010

Plant 0011


10/93

Chapter 2 Business Partners


11/93SD010


Business Partners

Sold-to party

..........

Forwarding agent

Bill-to party

Payer

Ship-to party

Partnerfunctions

............


12/93SD010


Business Partners

Customermaster

Ship-to party

PayerBill-to party

Sold-to party


13/93SD010


Customer Master

Company codedata

General Data

Sales areadata


14/93SD010


Customer Master from Sales Viewpoint

Customer : K1

Sales organization : 0010Distribution channel : 10Division : 10

General data

valid for bothaccounting and sales

dependent on:- sales organization- distribution channel- division

AddressControl dataMarketingUnloading pointsContact person

Sales area data

SalesShippingOutputPartner functions


15/93SD010


Business Partners in the Sold-to party masterrecord

Sold-to party : C1Sales organization : 0010Distribution channel : 10

Division : 10

Partner functions:Buyer Mr SmithShip-to party 1 Central storage area

Ship-to party 2 External storage areaForwarding agent Mills Inc.

Sales representative Mr Miller


16/93SD010


Customer Hierarchy

Smith

Central

4711

Smith

North

4713

Smith

Northeast

4715

Smith

Northwest

4714

Customer2743 Customer2744

Smith

South

4712

Number that uniquely

identifies node

Customer

2742


17/93SD010


Hierarchy Path

Cust.

Central

Smith

Northeast

0010 10 10

Pricing X

4715

Smith

South

0010 10 10

Pricing

4712

Smith

Cust. 2744

Cust. 2742

Organizationaldata

Sold-to party: 2743

Node/ Hierarchy PartneCustomer level

4711 Top level 1C4713 Second level 1B4714 Third level 1A

Hierarchy path

North

Smith

0010 10 10

Pricing X

4713

4711

Pricing X

0010 10 10

4714

0010 10 10

Pricing

Smith

Norhwest

2743


18/93SD010


Chapter 3 Materials


19/93SD010


Material master record

Data specific tostorage location

Data specific to plantGeneral Data

MRP profileManufacturing costsTransportation groupLoading group

Material numberDescriptionUnits of measureWeightVolumeDivision..

..

Data specific to sales

dependent upon

sales organization

and distribution

channels

Delivering plant

Sales groupSales textProduct hierarchy..

Storage conditionTemperature..


20/93SD010


Material

Alternativeunits of

measure

Carton Dozen(= Sales unit)

Pallet

Base unit of measure: piece

4 12 72

Minimum order quantity : 60 pieces

Minimum delivery quantity : 60 pieces

Delivery unit: 4 pieces


21/93

Chapter 4 Sales Overview


22/93

SD010


Sales Overview

A

BA

B

Shipping point 1

Savannah Plant

Shipping pointdetermination

Deliveryscheduling

Pricing Commission Taxes Freight

Availabilitycheck

Transfer ofrequirements

Purchaseorder Sales

order


23/93

SD010


Sales Document Types in the Standard System

Debit/credit memorequests

Salesdocument

type

Standard order

Delivery free

of charge

Schedulingagreement

ContractReturns

Inquiry

Quotation


24/93

Chapter 5 Order Processing

1 25 O i d O i i l S


25/93

SD010


Structure of an Order

Header

Item 1

Schedule line 1

Item 2

Schedule line 1

Schedule line 2

1 26 O i d O i ti l St t


26/93

SD010


Item categories

with/withoutreference to

material

Item 10 : MATERIALItem 20 : TEXTItem 30 : Value

PricingRelevant for billing

$100

Relevant to deliverySchedule lines allowed

Incompletion log

PartnerTexts

Item category



27/93

SD010


Availability check

Schedule Line Categories

Transfer of requirements

Sales requirements

Relevant fordelivery

Incompletion log

Time

Schedule line

category

Inwardmovements

Outwardmovements

Time



28/93

SD010


Data in Order

Item 1

Schedule line 1

Schedule line 1

Business data

PricingPartnersTextsPurchase order dateetc.

Header

Business dataPricingTextsPartnersetc.

Item 2

SalesShippingProcurement

Schedule line 2

1 29 O i d O i ti l St t s


29/93

SD010


Screens in Order

Overview

Other views

Item

Other views

Header

Other views

Business data

Partners

Output

Entry screen

Business data

Customer-mat. info

Pricing

Texts

Business data

1 30 Overview and Organizational Structures


30/93

SD010


Proposal of Order Data from Master Data

Customer data

Business partnerPricingTax determinationDelivery schedulingPaymentOutput

Sold-to party: C1

Item

1

2

3

Material

M1

M2

M3

Quantity

10

20

15

Material master

PricingTax determinationWeight determinationVolume determinationAvailability checkDelivery schedulingDelivery controlPlant



31/93

SD010


Entering an Order on the Overview Screen

Double-lineSingle-line

Sold-to party : C1

Purch. order no. : 22/B

Material

M1

M2

Quantity

10

20

Date

May 15

May 20

Plant

0010

0011

Sold-to party : C1

Purch. order no. : 22/A

Delivery date : May 15

Material

M1

M2

Quantity

10

20

valid forall items



32/93

SD010


Partners

Customer master record

(SP) Sold-to party : C1(BP) Bill-to party : C1(PY) Payer : C1(SH) Ship-to party : C1, C2, C3

Sales order

Header

SP : C1 BP : C1SH : C2 PY : C1

Item 1

Item 2

SH : C2 C3

Proposal

+Selection

Can be changed, if ship-to party is permittedat item level

also valid for itemsif no otheragreements weremade



33/93

SD010


Sales order

Incompletion log

Sold-to party : C1Purch. order no. : ---

Item 10

Material : M3

Route : ---

Schedule line

Schedule line

Item 20

Material : M2

Route : 00001

Schedule line

Incompletion list

Item Missing data

Purch. order no.

10 Route

F2

F3

Called up:a) automatically when doc. is savedb) using menu bar



34/93

SD010


List of Incomplete Orders

Incomplete orders

Entered by: Miller

Start

SaveSelection

Sales order 42Sales order 65Sales order 70

Sold-to party : C1Sales order : 65

Material

M1

M4

Quantity

10

15

Item

10

20

Enter date



35/93

SD010


Business Data

Order 1

HEADERTerms of payment : ZB01Incoterms : FOB

ITEM 10

Terms of payment : ZB01Incoterms : FOB

ITEM 20


Schedule line 1

Schedule line 2

Schedule line 1

Schedule line 2

No separate determinationpossible at item level

Changes are possible, as businessdata is permitted at item level

Order 2

ITEM 10


ITEM 20

Terms of payment : ZB01 ZB02Incoterms : FOB EXW

Schedule line 1

Schedule line 2

Schedule line 1

Schedule line 2

HEADERTerms of payment : ZB01Incoterms : FOB

Transfer Transfer


36/93

Chapter 6 Tools for Order Entry



37/93

SD010


Creating Items using Product Proposals

Product proposal : 5000002Validity : Jan. 01 - Dec. 31Identifier : XY product proposal

Item Material Quantity10 M1 4020 M2 50

30 M3 30

Sold-to party : C1

Item Material Order quantity

10 M1 4020 M2 5030 M3 30

Sales order

Matchcode

Material orMaterial + Quantity



38/93

SD010


Order Entry using Customer-Material infoScreen

Sales order

Customer-material information

Sold-to party : C1

Customer material

M234M598

Description

Computer 1Computer 2

Quantity

103

"Customer-mat. info" overview

Sales organization : 1010Distribution channel : 10Customer : K1

Material

M1M2

.

.

.

Description

PC 1PC 2

.

.

.

Customer-specific data

Material

M234M598

Description

Computer 1Computer 2

+ Otherdata

.

.

....



39/93

SD010


Creating Orders Using Reference Data

Sales Document Edit ....

Create

Change

Display

Create w/reference To inquiry

To quotation

To order

.

.

.

.

.

.

Inquiry Quotation OrderOrder OrderOrder Subsequent delivery, free of chargeOrder

Credit memo request



40/93

SD010


Example: Quotation Order

Quotation: 2004

Item Mat. Quantity referenced

10 M1 10 no

20 M2 20 no

Quotation

Quotation: 2004


10 M1 10 fully

20 M2 20 partially

Order: 447

Pos. Mat. Quantity

10 M1 10

20 M2 15

2

1

create with

reference

referenced qty = 10

referenced qty = 15

Order

Quotation


41/93

Chapter 7 Creating Orders Using ReferenceData



42/93

SD010

Overv ew and Organ zat onal Structures

Creating Orders Using Reference Data

Sales Document Edit ....

Create

Change

Display

Create w/reference To inquiry

To quotation

To order

.

.

.

.

.

.

Inquiry Quotation OrderOrder OrderOrder Subsequent delivery, free of chargeOrder

Credit memo request



43/93

SD010

g

Example: Quotation Order

Quotation: 2004


10 M1 10 no

20 M2 20 no

Quotation

Quotation: 2004


10 M1 10 fully

20 M2 20 partially

Order: 447

Pos. Mat. Quantity

10 M1 10

20 M2 20

2

1

create with

reference

referenced qty = 10

referenced qty = 15

Order

Quotation



44/93

SD010

g

Chapter 8 Availability Check and DeliveryScheduling



45/93

SD010

g

Delivery Scheduling

Order date

1Material

availabilityTransport

scheduling LoadingGoodsissue Delivery date

7

Transit time

Loading time

Pick/pack time

Lead time

Transportation scheduling


46/93



47/93

SD010

g

First case: Total order quantity on the requested date

Inward movement

Outward movement

Time

100

60

50

40

10

100

50

Order quantity: 10

Material availability Delivery date



48/93

SD010

g

Second case: Total order quantity at a later date

Inward movement

Outward movement

Time

100

6050

40

100

50

Order quantity: 20


Customer requires complete delivery



49/93

SD010

Second case: Total order quantity at a later date

Inward movement

Outward movement

Time

100

6050

40

100

50

Order quantity: 20


20

Material availability Confirmationdate




50/93

SD010

Third case: Partial deliveries

Inward movement

Outward movement

Time

100

6050

40

90

50

Order quantity: 30


- Customer requires delivery as soon as possible- Customer allows partial deliveries



51/93

SD010

Third case: Partial deliveries

Inward movement

Outward movement

Time

100

6050

40

90

50

Order quantity: 30


10

Material availability Confirmationdate

- Customer requires delivery as soon as possible- Customer allows partial deliveries

10

Material availability Confirmation date

10



52/93

SD010

Availability check, taking replenishment lead time into account

Inward movement

Outward movement

Time

100

6050

40

100

50

Order quantity: 20


20


20

Material availabilitytaking replenishmentlead time into account

Material availabilitynot taking replenishmentlead time into account

Replenishment lead time


53/93

Chapter 9 Pricing



54/93

SD010

Conditions

Conditions

- Price list- Material price- Customer-specific- Other

Prices

- Customer- Material- Price group- Material pricing group- Customer/ Mat. pr. group- Customer/ Material- Price group / Mat. pr. group- Others

Discounts/surcharges



55/93

SD010

Conditional records

First validity period:03/01 - 04/30

1,000 USD 1,0 - %2,000 USD 2,0 - %3,000 USD 3,2 - %

Lower limit : 5,0 - %Upper limit : 0,0 - %

Level on whichthe conditionis defined

ondition type :

ales organization :

istribution channel :

ustomer :

aterial :

Second validity period:05/01 - 05/31

1,000 USD 1,5 - %2,000 USD 2,5 - %3,000 USD 4,0 - %

Lower limit : 5,0 - %Upper limit : 0,0 - %



56/93

SD010

Condition types

Key Description Control data

Scale basis Calculation type

100 PC1,000 PC

10,000 PC

1.0 - %1.5 - %2.0 - %

Scale basis Calculation type

100 KG1,000 KG

10,000 KG

USD 0.20 - per KGUSD 0.50 -USD 1.00 -

Examples

PriceXXX1

Discount %XXX2

Discount / weightXXX3

Calculation type : As a percentageScale basis : Q

Calculation type : Amount/weightScale basis : W



57/93

SD010

Step Cond. type Description Ref. step

Pricing procedure

Manual Req.

1

23

4

5

6

7

Price

Gross valueSpec. offer disc.Discount %Discount %Discount valueNet value 1

XXX1

XXX2XXX3XXX4

2

3-5

X

2

2

2

2

8

9

10

XXX5XXX6

Header disc. %FreightNet value 2

X

11

12

13

XXX7

XXX8

Output taxCash disc. basis

Cash discount

Sales doc. type Sold-to partyPricing procedure

Sales organization, distribution channel, division



58/93

SD010

Access Sequence

Specific

General

Condition type

Access sequence

PriceXXX1

Discount %XXX2

Major customer disc.XXX3Access sequence : XXX3

Access sequence : XXX1


1. Customer/ MaterialXXX1

2. Price list/ Currency / Material

3. Material



59/93

SD010

Pricing Overview

Pricing procedure

1. Price XXX1

2. Discount 1 XXX2

3. Discount 2 XXX3

Condition type : XXX1



1. Customer / Material

2. Price list/ Currency/ Material3. Material

Records for cond. type XXX1

No valid record existsValid record exists

Item 10 120 PC

XXX1 Price 99 USDXXX2 Disc. 1 1 -XXX3 Disc. 2 2 - %. . .

100 USD from 1 PC99 USD from 100 PC

98 USD from 200 PC

Scale

Document



60/93

SD010

Manual Price Change in the Document

Item conditions

XXX1 Price 100 USD

XXX2 Discount 1 - %

Change

Item conditions

XXX1 Price 90 USDXXX2 Discount 1 %XXX3 Discount 10 USD

Detail screen

Entered manually

Changed manually



61/93

SD010

Conditions in the Document Header

Distribute byvalue

Item 10XXX1 Price 42.00

XXX2 Absolute discount 2.00

Net value 40.00

XXX3 Header disc. 10 -% 4.00

XXX4 Absolute header disc. 3.33 -

-

-

Item 20XXX1 Price 83.00

XXX2 Absolute disc. 3.00

Net value 80.00



-

-

Header

XXX1 Price 125.00XXX2 Absolute discount 5.00

Net value 120.00



-

-

Sum up


62/93

Chapter 10 Sales Information and Analysis



63/93

SD010

Overview

Business partner Material

Incomplete

Valid

Not confirmed

Not yet delivered

Not yet invoiced

Posting block

GI not yet posted

Valid

Incomplete

Incomplete

Delivery

Billing document

Inquiry

Quotation

Sales order



64/93

SD010

Document list: Example using Sales Orders

Sold-to party: C1

Sold-to party: C1

Sales order 1241

Sales order 1549

Sales order 1600

Select

- Sort - Additional fields- Find - Change documents- Sum up - Document status

Functions



65/93

SD010

Changing a Document using a Sales Order List

Sold-to party: C1

Change

Select

Choose

Sold-to party: C1

Sales order 1234Sales order 1798Sales order 4974

Sold-to party : C1Sales order : 1798

Material

M1

M4

Quantity

10

15

Item

10

20

Save


l


66/93

SD010

Document flow

Returns

Order Delivery Invoice

Delivery Credit forreturns

Quotation

Document flow of an order

Quotation

.Order

. . Delivery

. . . Invoice

. . Returns

. . . Returns delivery

. . . . Credit for returns


D l


67/93

SD010

Document Analyses

Order receipt

Order receipt

January 100,000 23.8 %February 150,000 35.7 %March 170,000 40.5 %

Total 420,000 100 %

MaterialM4 30,000 30 %M2 28,000 28 %

.

...

.

.

CustomerC5 20,000 20 %C1 10,000 10 %

.

...

.

.

Sales organization: 0010Time period: January - March


68/93

Chapter 11 Shipping


Shi i O i


69/93

SD010

Shipping Overview

..........................

..........................

..........................

. . . . . . .

. . . . . . .

..........................

..........................

..........................

. . . . . . .

. . . . . . .

..........................

..........................

..........................

. . . . . . .

. . . . . . .

Shipping point Warehouse

Packing Shipping papers Goods issue Transfer

Order

Deadline monitoring Availability check Creating deliveries

Picking


Shi i i t d t i ti


70/93

SD010

Shipping point determination

Shippingconditions

Loadinggroup

PlantPossible

shipping points

0011

Shipping point(Proposal)

001001 CRANE 0010

Sold-to party/Sales order

Material Order item


Shi i i t d t i ti


71/93

SD010

Shipping point determination

A

B

Shippingpoint 0010

Shippingpoint 0011

Shippingpoint 0012

Shipping conditions : as soon as possible at lowest cost at lowest costLoading group : bulky bulky liquidPlant : 0010 0011 0011

Shipping point : 0010 0011 0012

Plant 0100 Plant 0011


D li St t


72/93

SD010

Delivery Structure

Header

Item 1

Item 2

Item 3


D t t f S l d D li


73/93

SD010

Data transfer: Sales order - Delivery

Header

Ship-to party: C1

Incoterms: EXW

Item 10

Item 10

Ship-to party: C1Incoterms: CIF

Schedule line 2

Schedule line 1

Header

Schedule line 2

Item 20

Header

Ship-to party: C2Incoterms: CIF

Item 10

Item 10

Ship-to party: C1Incoterms: EXW

Schedule line 1

Salesorder

Delivery

Ship-to party 1

Item 20

Ship-to party: C1Incoterms: EXW

Not due

Shippingcriteriaidentical

Shippingcriteriaidentical


R l ti hi B t d D li


74/93

SD010

Relationship Between and Delivery

Complete delivery

Partial delivery

Order combination

Order

Order

Order

Order

Delivery

Delivery

Delivery

Delivery

Delivery


S n in D li


75/93

SD010

Screens in Delivery

Overviews ItemHeader

General data

Transport

Partners

Output

Texts

Export data

Quantities

Weight

Picking

Extent delivered

Item details

Status

Texts

Export data


Delivery Creation


76/93

SD010

Order due list

Delivery Creation

Delivery

Delivery

Delivery

Delivery

Delivery

Log

2

1

3

+Order

Log+

Order Order

Order

Order

Order

Order


Processing the Delivery Due List


77/93

SD010

Processing the Delivery Due List

Order 1

Delivery

Order 3

Order 4 Delivery

Shipping point: 0010to: May 15

1

May 14

May 14

May 15

May 15

May 16

Date OrderShipping

point

0010

0011

0010

0010

0010

1

2

3

4

5

Log

2

Date Order

May 14

May 15

May 15

Shipping

point

0010

0010

0010

1

3

4...


Picking


78/93

SD010

Picking

Delivery 115

Delivery qty : 10

Picked qty : 10 Transferorder

List

Confirmationfrom picking

Warehouse Shipping point


Goods issue


79/93

SD010

Goods issue

Delivery 115

Goods issue Stock

Shipping pointWarehouse

Account 1

XX


80/93

Chapter 12 Transportation


Transportation in the Logisitics Chain


81/93

SD010

Transportation in the Logisitics Chain

MM

Purchase Order

Inbound Delivery

Transport.(Goods Receipt)

Goods Receipt

Incoming Invoice

SD

Sales Order

Outbound Delivery

Transport.(Goods Issue)

Goods Issue

Invoice


About Transportation


82/93

SD010

About Transportation

Transportation Planning Point The Shipment Document

Output

Reports


Shipment Types


83/93

SD010

Shipment Types

DefinitionThe shipment type contains all the important control features fora shipment, such as the number range, whether the shipment isinbound or outbound, how leg determination is performed, andwhich leg indicator has been set for a shipment of this type. Youcan also enter a selection variant for the shipment type. The

values defined in the variant appear on the selection screenwhen you create a shipment document of this type.

The system supports the following shipment types:

Individual shipment

Collective shipment

Transportation chain


Individual Shipment


84/93

SD010

Individual Shipment

Delivery 1Delivery 2

ShippingPoint

Customer

1 Shipment Document


Collective Shipment


85/93

SD010

Collective Shipment

Delivery 1Delivery 2

ShippingPoint

Customer 2

1 Shipment Document

Delivery 2

Customer 1


Transportation Chain


86/93

SD010

Transportation Chain

Delivery 1

ShippingPoint

Customer

Shipment Doc 1

Delivery 1 Delivery 1

Port of departure Port of destination

Shipment Doc 2 Shipment Doc 3


Shipment Document


87/93

SD010

Shipment Document Definition

The shipping document is the central element of transportation planning

and shipment completion. Use

You create shipment documents using a worklist. Different types ofshipment documents have been defined to enable you to reflect in thesystem the various forms of transportation used in your organization.

You can use shipment documents to:

Combine deliveries into one inbound or outbound shipment

Specify shipment stages

Legs

border crossing points

load transfer points

Assign goods to handling units

Assign service agents

Specify planned transportation deadlines

Record actual transportation deadlines

Specify output required for transportation

Define transport-relevant texts


Creating Shipment Documents


88/93

SD010

Creating Shipment Documents

Delivery Delivery Delivery

Shipping PointTransportation Planning Point


Shipment Costs Document


89/93

SD010

Shipment Costs Document

Header

Item 1

Sub-Item 1

Item 2

Sub-Item 1

Sub-Item 2

Total Status

Default for Price Dateand settlement date

Management Data

Reference Data

Item Status

Pricing Procedure

Determine price date

Control data

Settlement data

Data on service agent

Calculation basis

Tax Amount


Shipment Cost Document Settlement


90/93

SD010

Shipment Cost Document Settlement

Shipment CostDocument

Service Entry Sheet

Invoice

Accounting

Accounting

Accrued costaccounting

Payablestreating

differences

Start of settlement

Release

Invoice creation


91/93

Chapter 13 Billing


Billing Document


92/93

SD010

Billing Document

Header

Item 1

Item 2

Item 3

Material number

Billing quantity

Net value of the individual items

Weight and volume

Number of the reference document for the billing

document (for example, the number of the

delivery on which the billing document is based)

Pricing elements relevant for the individual items

Identification number of the payer

Billing dateNet value of the entire billing document

Document currency

Terms of payment and Incoterms

Partner numbers, such as the identification number

of the sold-to party

Pricing elements


Billing Document Type


93/93

Billing Document Type

DeliveryRelatedInvoice

CreditMemo

DebitMemo

ProFormaInvoicefor SalesOrder

ProFormaInvoiceforDelivery

CreditMemoforReturn

Cancel-lation ofInvoice

Cancel-lation ofCreditMemo