meljun cortes sales and distribution rules
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Unit 17
Sales and Distribution (SD)
- Rules -
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
2
Business Process Integration
Rules
SD
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
3
Rules
• Defines the parameters for Master Data and Transactions
• Determines functionality for Master Data and Transactions
• Relatively fixed• Changes as policy changes
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
4
R/3
FIFinancialAccounting
COControlling
PSProjectSystemWF
WorkflowISIndustrySolutions
MMMaterials Mgmt.
HRHumanResources
SDSales and Distribution
PPProductionPlanning
QMQualityMgmt.PM
Plant Maintenance
SMServiceMgmt.
Client / ServerIntegrated BusinessSolution
ECEnterpriseControlling
AMFixed AssetsMgmt.
Sales and Distribution (SD)
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
5
Assign Sales Area to Pricing Procedure
Pricing Procedure Assignment uses thecombination of:• Sales Area• Document Pricing Procedure• Customer Pricing Procedure
Each combination of these has a pricing procedure assigned
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
6
Availability Check
• In determining the material availability date the system can include specific stocks if selected, such as:– Safety stock– Stock in transfer– Quality inspection stock– Blocked stock– Restricted use stock– All movements of stock
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
7
Credit Checking
• Static Credit Limit Check – Open Orders– Open Deliveries– Open Billing documents– Open Items (accounts receivable)
• Credit check to maximum document value (per order)
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
8
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
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
9
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
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
10
Revenue Assignment Determination
• Transfers billing values from the Sales and Distribution to Finance
• Used to recognize revenue• Keys used to allocate revenue to the proper
account
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
11
Automatic Account Assignment
• Defines the G/L accounts that billing entries are posted to — revenue, sales deductions, surcharges, freight charges, etc.
Application
V
Sales
ConditionType
KOFI
ConditionTables
Chart ofAccounts
C001
SalesDocument
SalesOrganization
S001
SalesDocument
CustomerAccount Group
01
CustomerMaster
AccountKey
ERL
PricingProcedure
General LedgerAccount
600999
Chart ofAccounts
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
12
Unit 17 – Exercises
138. Assign Sales Areas to Pricing Procedure 139. Define Availability Check for Sales Orders 140. Assign Sales Document to Credit Check141. Create Shipping Point Determination142. Create Revenue Account Assignment Key143. Check Stock Status
Unit 18
Sales and Distribution (SD)
- Transactions -
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
14
Business Process Integration
SD
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
15
Transaction Data
• Includes internal and external exchanges that describe business activities
• Unlike master data, aggregate transactional data is dynamic – each transaction is unique
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
16
R/3
FIFinancialAccounting
COControlling
PSProjectSystemWF
WorkflowISIndustrySolutions
MMMaterials Mgmt.
HRHumanResources
SDSales and Distribution
PPProductionPlanning
QMQualityMgmt.PM
Plant Maintenance
SMServiceMgmt.
Client / ServerIntegrated BusinessSolution
ECEnterpriseControlling
AMFixed AssetsMgmt.
Sales and Distribution (SD)
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
17
Document Types
Inquiry Quotation Returns Contract
Sales Order Cash Sales ConsignmentSchedulingAgreement
Rush Order Debit MemoReturnablePackaging
CreditMemo
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
18
Order Processing Functionality
• Delivery scheduling• Availability check• Transfer of requirements to Material
Requirements Planning• Pricing• Credit check• Shipping point and route determination• Foreign trade and license processing• Document flow
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
19
Delivery Scheduling
• Automatic scheduling of essential shipping activities
• Calculated using defined activity times• Resulting in scheduled activity dates• Determined using backward and forward
scheduling rules
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
20
Delivery Scheduling – (continued)
• Structure of sales documentsHeader
Line Item # 1
Line Item # 2
Schedule Line # 1
Schedule Line # 1
Schedule Line # 2
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
21
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
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
22
Backward Scheduling
RequestedDelv. Date
GoodsIssueLoading
MaterialAvailability
OrderDate
Transp.Sched.
TransitTime(2 days)
LoadingTime(1 day)
Pick & PackTime (2 days)
Transp.Sched.Time(1 day)
2nd 3rd 4th 5th 6th1st
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
23
Forward Scheduling
TransitTime(2 days)
LoadingTime(1 day)
Transp.Sched.Time(1 day)
NewDelv. Date
1st 3rd 4th 5th 6th 2nd
Pick & PackTime (2 days)
7th
RequestedDelv. Date
GoodsIssueLoading
MaterialAvailability
OrderDate
Transp.Sched.
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
24
Availability Check
• Determines the material availability date• Considers inward and outward movement of
inventory — customizable• Influences partial deliveries by
– Proposing a quantity that can be delivered on the requested date (complete delivery)
– Determines earliest date for full delivery– Determines the number and dates for partial
deliveries to fulfill the order
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
25
Availability Check – (continued)
• In determining the material availability date the system can include specific stocks if selected, such as:– Safety stock– Stock in transfer– Quality inspection stock– Blocked stock– Restricted use stock– All movements of stock
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
26
Transfer Requirements toMaterial Requirements Planning
• Ordered quantities are passed to Material Requirements Planning
• Controlled by the schedule line category• Blocking of documents can affect
requirements passing — delivery block
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
27
Pricing
• Highly touted “world-class” functionality• Very easily tailored to meet business needs• A very robust module in SAP• Gross to net pricing for material
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
28
Credit Check
• Efficient means to implement credit management
• Integrated with Financial Accounting (FI) -- Via credit control area
• Automatically alerts when a credit check fails• Comprehensive credit management reporting
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
29
Shipping Point and Route Determination
• A shipping point is determined for each line item — shipping point determination
• A delivery can only be processed from one shipping point
• Routes - route to be traveled & transit time are determined using customized rules
• Routes can be used to simply define transit time
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
30
Foreign Trade and License Processing
• Predefined trade areas — NAFTA, EU• Automated reporting for trade areas• Automated controls
– License management– Embargo lists– Control by customer, country, product, point in
time
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
31
Document Flow
• The document flow feature allows you to find the status of an order at any point in time. The SAP system updated the order status every time a change is made to any of the documents created in the customer order management cycle (Order to Cash).
January 2008© SAP AG - University Alliances and The
Rushmore Group, LLC 2008. All rights reserved.
32
Unit 18 – Exercises
144. Create Sales Order145. Check Stock Status146. Create Delivery Note for Sales Order147. Check Stock Status148. Pick Materials on Delivery Note149. Post Goods Issue150. Check Stock Status151. Bill Customer152. Post Receipt of Customer Payment153. Review Document Flow
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