prez gen sd

8/2/2019 Prez gen SD

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ConfidentialSlide 1

Sales & Distribution


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ConfidentialSlide 2

CONTENTS

1. Introduction

3. Master Data

4. Sales Order Processing

6. Billing

5. Delivery

2. Organisational Units

7. Reporting and Analysis


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ConfidentialSlide 3

Sales & DistributionThe primary SAP R/3

modules that support theSales and Distributionprocess are:

Sales andDistribution

Sales orders Delivery Billing

Financial Accounting

Paymentprocessing

Creditmanagement

MaterialsValuation

MaterialsManagement

R/3R/3Client / ServerClient / Server

ABAP/4ABAP/4

FIFIFinancialFinancial

AccountingAccounting

COCOControllingControlling

AMAMFixed AssetsFixed Assets

Manage-Manage-mentment

PSPSProjectProjectSystemSystem

WFWFWorkflowWorkflow

ISIS

IndustryIndustrySolutionsSolutions

MMMMMaterialsMaterialsManage-Manage-

mentment

HRHR

HumanHumanResourcesResources

SDSDSales &Sales &

DistributionDistribution

PPPPProductionProduction

PlanningPlanning

QMQMQualityQuality

Manage-Manage-mentment PMPM

Plant Main-Plant Main-tenancetenance


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ConfidentialSlide 4

MM

FI

MM

inventory

managementFinancial Accountingwarehouse

management

Sales and Distribution Processing in R/3

business partner

material

bills of material

variants

product proposal

classification

customer

material

information

texts

conditions

sales taxes

statistics

master data sales support

customer contactsmailing campaigns

sales

inquiryquotationsorder processing

shipping

pickingpackingshipment

billing

single invoicecollective invoice invoice listcredit memo/debit

memo

materials managementmaster planningcontrollingFinancial Accounting

Project System

Sale

sInformationS

ystem

customer and G/L

accounting financial statement

MM

PP

CO

PS

FI

FI

CO


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ConfidentialSlide 5

AGENDA

1. Introduction

3. Master Data


6. Billing

5. Delivery




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ConfidentialSlide 6

Organisational Elements - SD

Sales Organisation, Distribution Channel and DivisionSales Organisation, Distribution Channel and Division

All products

All productsDivision

Sales

Organisation

Sales

Organisation

Distribution

Channel

BMW CARS

BMW CARS

Trucks

Trucks

Nord

Nord

Dealer-i

Dealer-i

Sud

Sud

Direct

Direct


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Organisational Elements - SD

Sales Area is a Combination of:Sales Area is a Combination of:

Sales OrganisationSales Organisation

Distribution ChannelDistribution Channel

DivisionDivision

Used to View Sales-Related Master DataUsed to View Sales-Related Master Data

Sales Orders belong to One Sales Area (Header LevelSales Orders belong to One Sales Area (Header Level

Assignment)Assignment) Links the Order Entry System (SD) to theLinks the Order Entry System (SD) to the

Financial/Managerial System (FI/CO)Financial/Managerial System (FI/CO)

Sales AreaSales Area



AGENDA

1. Introduction

3. Master Data


6. Billing

5. Delivery





Master Data is centrally stored (shared across application modules) and

processed to eliminate data redundancy.

These three master data are critical to sales order processing:

Customer

Material

Pricing

Master Data in Sales & Distribution


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Customer Master Sales Data

Customer: C1Sales organization: 1000Distribution channel: 01Division: 01

AddressControl dataMarketingUnloading pointsContact person

SalesShippingBillingOutputPartner functions

General data

Sales area data

Valid for bothaccounting and sales

dependent on:

sales organization

distribution channel

division



Material Master

The material mastercontains all data required to define and managematerial. It integrates data from engineering, manufacturing, sales

and distribution, purchasing, accounting, and other departments.

The material master is used as a source of data for sales order

processing throughout the customer order management cycle.

General dataGeneral data

Purchasing dataPurchasing dataAccounting dataAccounting data

Sales data

Manufacturing dataManufacturing data

(etc.)(etc.)



Prices, Discounts and Surcharges

Pricing is carried out automatically based on predefined prices, discounts,Pricing is carried out automatically based on predefined prices, discounts,and surcharges.and surcharges.

ConditionsConditions

Price list Material price Customer-specific Other

Price list Material price Customer-specific Other

PricesPrices

Customer Material Price group Material pricing group Customer/Material pricing group Customer/Material Others

Customer Material Price group Material pricing group Customer/Material pricing group Customer/Material Others

Discounts/surchargesDiscounts/surcharges



AGENDA

1. Introduction

3. Master Data


6. Billing

5. Delivery




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ConfidentialSlide 15

Business Process in Sales & Distribution

MM

AA

TT

EE

RR

II

AA

LLSS

MM

AA

NN

AA

GGEE

MM

EE

NN

TT

Pre-SalesPre-Sales

Sales OrderSales Order

ProcessingProcessing

DeliveryDelivery

BillingBilling

Customer payment/Customer payment/

Financial AccountingFinancial Accounting

PickingPicking

Accounts

Receivable

Accounts

Receivable

Inventory SourcingInventory Sourcing

ContractContract

SS

AALL

EE

SS

II

NN

FF

OORR

MM

AA

TT

II

OO

NN

SS

YY

SS

TT

EE

MM

InvoiceInvoice

OrderOrder

QuotationQuotation

DeliveryDelivery Goods IssueGoods Issue

Material Stock

Account

Material Stock

Account


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Sales Order Processing

Customers place orders with a customer service

representative.

Standard orders normally contain:

Customer and item information

Pricing for each item

Delivery schedules and requirements

Billing information


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Business Process Flow in SAPInvoiceDeliveryOrder

Document flow of a sales documentDocument flow of a sales document

Order 900Order 900

. Delivery 80000459. Delivery 80000459

. . Picking request 17951109. . Picking request 17951109

. . GD goods issue: delvy 49001828. . GD goods issue: delvy 49001828

. . Invoice 90000333. . Invoice 90000333

. . . Accounting document 100000276. . . Accounting document 100000276

Document flow of a sales documentDocument flow of a sales document

Order 900Order 900

. Delivery 80000459. Delivery 80000459

. . Picking request 17951109. . Picking request 17951109

. . GD goods issue: delvy 49001828. . GD goods issue: delvy 49001828

. . Invoice 90000333. . Invoice 90000333

. . . Accounting document 100000276. . . Accounting document 100000276

Payment

Sales documents represent transactions in the system.Sales documents represent transactions in the system.

They form a chain of related documents.They form a chain of related documents. The entire chain of documents creates a document flow.The entire chain of documents creates a document flow.

The system copies data from one document into another to reduce dataThe system copies data from one document into another to reduce dataentry and make problem resolution easier.entry and make problem resolution easier.


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Credit Management

You can carry out a credit check in orders and deliveries.

The system takes into account accounts receivable

balances and values from the open order, open delivery and

open billing document when carrying out a credit check.

When you release a transaction that has been blocked due

to a credit check, the credit hold is removed and processing

can continue.


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AGENDA1. Introduction

3. Master Data


6. Billing

5. Delivery




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Delivery

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

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

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

. . . . . . .

. . . . . . .

WarehouseWarehouse

Manual PackingManual Packing

Shipping papersShipping papers Goods issueGoods issue

SalesSales

orderorder

PickingPicking

Updating inventoryUpdating inventory Updating general ledgerUpdating general ledger

DeliveryDelivery

documentdocument

Creating deliveryCreating delivery

documentsdocuments

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

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

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

. . . . . . .

. . . . . . .

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

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

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

. . . . . . .

. . . . . . .


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Creating Delivery Documents

The delivery document is used to initiate all activities relevant to shipping,The delivery document is used to initiate all activities relevant to shipping,

such as picking, packing, and transportation.such as picking, packing, and transportation. A delivery document is created for a shipping point for an order that is dueA delivery document is created for a shipping point for an order that is due

for delivery. The system copies the relevant data from the order.for delivery. The system copies the relevant data from the order.

Sales Order 1

Customer 1

Sales Order 2

Customer 1

Sales Order 3

Customer 2

Delivery

Shipping point

Due date

Customer

Delivery


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Collective Processing in Delivery

Delivery due listDelivery due listDelivery due listDelivery due list

DeliveryDelivery

DeliveryDelivery

DeliveryDelivery

Sales orderSales order Sales orderSales order

Sales orderSales order




The delivery due list allows you to create more than one delivery at a time.

This function can be executed by:

Online processing of the delivery due list

Creating a batch job in the background to be executed during off-peak hours


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Options for Creating Deliveries

The system will combine deliveries based on the shipping point, delivery date, and

customer.

Complete deliveryComplete delivery

Partial deliveryPartial delivery

Order combinationOrder combination





DeliveryDelivery

DeliveryDelivery

DeliveryDelivery

DeliveryDelivery

DeliveryDelivery


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Deliveries

Shipping points

05/1705/17

1

8 9 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 27 28

29 30 31

26

10

2 3 5 6 74

Picking

Loading

Preparing

transportationGoods

Ro-trans

Goods Issue


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AGENDA

1. Introduction

3. Master Data


6. Billing

5. Delivery




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Billing

Billing supports:

Creating invoices for deliveries and services

Creating credit and debit memos on the basis of requests

Canceling business transactions

Transferring posting data to financial accounting

Invoice


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Options for Creating Invoices

The system can create a separate invoice for each sales order or part of a sales order, an

invoice for each delivery, or an invoice for a combination of sales orders and deliveries.

Sales orderSales order DeliveryDeliveryInvoiceInvoice

InvoiceInvoiceInvoice splitInvoice split

DeliveryDelivery

DeliveryDelivery

DeliveryDelivery



Collective invoiceCollective invoice InvoiceInvoice


DeliveryDelivery

DeliveryDeliveryInvoiceInvoice

InvoiceInvoice

Separate invoiceSeparate invoice

per deliveryper delivery


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Interface to Financial Accounting

InvoiceInvoice AccountingAccounting

When saving the invoice, the system automatically generates an accountingWhen saving the invoice, the system automatically generates an accountingdocument, which updates the corresponding general ledger accounts.document, which updates the corresponding general ledger accounts.

Amount: 100Amount: 100100100


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Returns and Credits Overview

Return Order ProcessingReturn Order Processing

ReceiptReceipt

PaymentPayment

BillingBilling

Credit

Memo

Da

maged

Dam

aged


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Return Processing

Return Order

Create, change, Display, and List Return Order

Return Delivery

Create, Change, and Display Delivery Doc.

Process Delivery Due List

Goods Receipt

Credit/Debit Memo Document

Create, Change, Display, and Print Credit/Debit Memo


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Credit and Debit Memos

Credit memo

Debit memo

Credit memo

request

Debit memo

request

Credit MemosCredit Memos

Debit MemosDebit Memos Billing blockBilling block

Sales

Order

Invoice

Sales

Order

Invoice

Invoice

Invoice


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Releasing a Credit Memo Request

Credit memo requestCredit memo request

Item

10

20

Material

M1

M2

Quantity

10

3

Reason for

rejection

11

Credit memoCredit memo

No credit memoNo credit memo

You can enter a reason for rejection of each item onYou can enter a reason for rejection of each item onthe sales document.the sales document.


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AGENDA1. Introduction

3. Master Data


6. Billing

5. Delivery




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Reporting and Analysis in SAP R/3

Standard Reporting

Lists documents and master data

Provides analysis through sorting and totals

Displays details

List Processing

Lists selected documents Allows you to branch to documents and return to list

Helps organize work

Sales Information System

Extracts and stores performance measurements (key figures)

Allows you to summarize and drill down by selected characteristics

Provides basis for analysis and support for management decisions


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Editing the List

Customer Analysis-New Selection: Top Five CustomersCustomer Analysis-New Selection: Top Five Customers

You can further edit the list. This example shows:You can further edit the list. This example shows:

The top five customers (View > Top N)The top five customers (View > Top N)

Other figures (Edit > Choose key figs)Other figures (Edit > Choose key figs)

You can then select Goto > Graphics to graphically display theYou can then select Goto > Graphics to graphically display thedata as shown in the following slide.data as shown in the following slide.


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Business Graphics


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Summary

1. Introduction

3. Master Data


6. Billing

5. Delivery




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Questions