overview sd1

8/13/2019 Overview Sd1

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Welcome to Level 2Training

By LGS Team


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Sales & Distribution in SAP R/3


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1. Sales & Distribution An Overview2. Organizational Units in SD

3. Master Data

4. Sales Order Processing

5. Sales

6. Shipping

7. Billing


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Sales & Distribution Processing


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Client 009

Sales Organization 1000 1001 1002

10 20 10 20DistributionChannel

01 02 0101 0201 02Division

Sales OrganizationEvery sales organization stands for a selling unit inthe legal sense, being responsible, for example, forproduct liability and other recourse claims made by

customers. Regional subdividing of the market canalso be carried out with the help of sales

organizations.

Distribution Channel

A means of distributing goods. For example: Retail,wholesales, industrial consumption or direct sales

represent typical forms of distribution channels.

Division

Product groups, i.e. divisions, can be defined for a

wide-ranging spectrum of products. For everydivision you can make customer-specificagreements on, for example, partial deliveries,

pricing and terms of payment. Within a division youcan carry out statistical analyses or set up separate

marketing

Sales Area A sales area is defined as a combination of sales organization,

distribution channel and division. Via the sales area it is possible tospecify which materials can be sold through a distribution channel.Within a sales area you can carry out analyses. For example, the

sales within a sales area can be analyzed. All data relevant for salescan be defined per sales area. For example, you can define a

customer-specific price agreement for each sales area.

Organization Structure in Sales & Distribution

Sales & Distribution Organizational Structure


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Client 009

Sales Office Delhi Mumbai

03 04 05 0601 02Sales Personnel(EmployeeNumber)

08 0907

001 002 003Sales group 003003

Sales Office

Geographical aspects of the organization in businessdevelopment and sales For example, the branch in

Bombay could be designated as a sales office.Salesoffices are assigned to sales areas. If you enter asales order for a sales office within a certain sales

area, the sales office must be assigned to that area..Sales Group

The staff of a sales office may be subdivided into salesgroups. For example, sales groups can be defined for

individual divisions.Salespersons

Individual personnel master records are used to managedata about salespersons. A sales person can be assigned

to a sales group in the personnel master record

Internal Organization Structure in Marketing



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Forwardingdepot Jetty Rail depot

Shippingpoints

Ramp 1 Ramp 3Ramp 2Loadingpoints

009Client

Organization in Shipping

Loading Point

Shipping points can be subdivided in loading points. Forexample, ramp 1, ramp 2 and ramp 3 belong to the

shipping point Forwarding depot.

Shipping Point

Shipping points are responsible for scheduling andprocessing deliveries to customers, as well as

replenishment deliveries to your own warehouses Theshipping point depends on the following criteria:

Delivering plant Type of shipping ( e.g.., train, truck) Loading equipment necessary



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Master Data


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Minimum Order Quantity

The minimum quantity the customer must order. A warning message appears if theminimum order quantity is not reached during order entry. The order can be entered inspite of the warning message.

Minimum Delivery Quantity

The minimum quantity to be delivered to the customer. A warning message appears

during delivery processing if a delivery quantity lower than the minimum deliveryquantity is entered. The delivery can be created in spite of this warning message.

Customer-Material Information Records

If a customer manages a material with a number that differs from the one yourcompany uses, customer-material information can be stored and used when required.

Item Proposals

Frequently occurring material combinations and common delivery quantities can bestored in item proposals. An item proposal, containing the materials a customer usuallyorders, can be assigned to that customer, which is then automatically proposed duringorder entry.

Features in Sales & Distribution

Master Data


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Master Data

Unit of Measurement :

Base Unit of Measure

Alternative Unit of Measure

Sales Unit

Delivery Unit

Blocking a Material Master Record (Sales Status)

If a material has technical defects or is to be discontinued, the material can beblocked

Delivering Plants

The delivering plant from which the goods are to be delivered to the customer,within a specific sales organization and distribution channel, can be automaticallyproposed by the system when processing a sales order, if it has been maintained in

one of the master records

Master Data


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Associated Master Data

Customer Master: The customers master maintained for the company.

Material Master: The materials master maintained for the company.

Conditions Master: The conditions maintained for the company,

customer and material.

Customer Material Info Record Master: The customer-material info

record master maintained for customer-material

Master Data


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Sold to Party

Ship to Party

Bill to Party

Payer

A business partner can be a natural or legal person who is directly involved in a business

transaction.The following partner functions are defined in the system :

Associated Business Partners

Master Data


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Sales Order Processing


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Inquiry

Financial Management

Materials

Man

agement

Inquiry

Quotation

OrderReturn Order

Free Of ChargeSubsq.Delivery

Free Of ChargeDeliveryDelivery

Billing Doc.Credit Memo Debit Memo

Sales

Shipping

Billing

Integrated Document Flowin Sales



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Header Data

Item Data

Schedule Line Data

Sold-to party & Ship-to party Document currency and exchange

rate Pricing elements Delivery date and shipping point

Material number Target quantity Ship-to party and the payer Plant and storage location Pricing elements

Schedule Line Quantity Delivery Date Confirmed Quantity



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Business Document Types



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Sales

Computer Aided Sales


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During sales order entry, the system can calculate prices automatically by finding a gross

price, deducting all the relevant discounts and adding any surcharges such as freight andsales tax.

Pricing Elements

Prices

Discounts/surcharges

Freight

Taxes

Incoterms (Part 1) Incoterms (parts

1+2)

By Customer By material By Price Group By Material Group

Price List Material Price Customer specific

Pricing

Sales


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Shipping


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Shipping Document Structure

Header Data

Shipping point Data on delivery scheduling

and transportation scheduling Weights and volumes of the

entire delivery Number of the sold-to party

and the ship-to party

Item Data

Material number Delivery quantity Retail price Plant and storage location

specifications Picking date Weights and volumes of item Delivery Tolerances

Shipping Document Data

Detail Screen

Shipment

Unloading pointDelivery date

No.of ship-to party

PartnerSold-to partyShip-to party

Status

The stage that theprocessing of a

delivery item hasreached is displayed

on this screen

OverviewScreen

Weight

Gross weight ofevery deliveryitem

Volume for everydelivery item

Picking

Picked quantityPlant and storage

locationspecification

Extent Delivery

On this deliveryscreen, the openquantity for everydelivery item isdisplayed

Shipping

Shi i g


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Delivery

2 Types

DeliveryWithout Reference

Data fromCustomer MasterOf Ship to Party

Data fromMaterial Master

Of DeliveryItems

DeliveryWith Reference

Data fromSales Order

IntoDelivery

Features In ShippingFunctions of the Shipping Document

Shipment documents are used to:

Combine deliveries to form an outbound shipmentCombine shipping notifications to form an inbound shipmentSpecify shipment stages

legsborder crossing pointsload transfer points

Assign goods to shipping unitsAssign service agentsSpecify planned transportation deadlinesRecord actual transportation deadlinesSpecify output required for transportation (such as

transportation papers or EDImessages)

Define transport-relevant texts

Shipping

Shipping


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The delivery is the central object of the shipping process. When the delivery is created, theshipping activities, such as picking or delivery scheduling, are initiated and monitored, anddata that is generated during shipping processing is included in the delivery .

Order MailXx xx

Xx x x

Shipping Point

Delivery Monitor Availability Check Creating Deliveries

Delivery

Picking

Warehouse

Goods Issue

Transport

Shipping Process

Shipping


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Loading DeliveryGoods

ShippingUnits

Packed In

Packing delivery items in shipping units and dividing individual items into several shipping

units. Multi-level packing

Unpacking items that have already been packed

System reactions when weight or volume limits are exceeded

Deleting shipping units

Emptying shipping units

Fast entry of a shipping unit

Changing packing quantities

Creating delivery items from shipping units

Features in Packing

Packing and Loading

Shipping


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Updating BillingDelivery DueStatus List

As soon as the goods leave their own plant, the activities of the shipping department are complete.This is displayed in the system by the goods issue.

Reduction OfRequirements

Updating thePrecedingDocuments

UpdatingStockQuantity

Evaluating &Updating

Balance SheetA/cs

O

F

F

U GN O

C O

T D

I S

ON I

S S

S

U

E

GOODS ISSUE

Shipping


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Billing


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Types of Billing Document

Billing Document Type NameF1 Delivery-related invoice

F2 Delivery-related invoice

F5 Pro forma invoice for sales order

F8 Pro forma invoice for delivery

FPBilling - POS system Interface

G2 Credit memo

DR Debit memo

RE Credit memo for returns

S1 Cancellation invoice

S2 Cancellation credit memo

Invoice

A sales document used tobill a customer for a goods

delivery or a service.

Debit Memo

A sales document created onthe basis of a complaint.

This increases receivables inFinancial Accounting.

Credit Memo

A sales document created onthe basis of a customer complaint.

This reduces receivables inFinancial Accounting.

Pro Forma Invoice

An invoice that is created forexported goods to provide thecustoms authorities with

evidence of thecost of the goods.

Billing


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Billing Methods

During billing, an invoice can be created for every delivery, or if required,can send thecustomer an invoice every month. The following methods may be used in Billing.

Invoice

Order

Delivery

Delivery

Collective Billing Document

Order

Delivery

Invoice

OrderDelivery

Invoice Split

InvoiceInvoice

Invoice

Order

Delivery

Delivery

Individual Billing Document

Billing


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Resource

RelatedBilling

Inmany cases, the prices for

customer-specificactivities are neither stored in the form

of fixed prices nor calculated using standard pricing.This is because it may be the first time that these particular

activities are being carried out.This means that there are no reference values on which

to calculate a costing before closing the contract.Orders of this kind are billed according

to the resources consumed in executing them.In resource-related billing, the billing document details

the individual materials,internal services,

and costs for

the customer.

Intercompany

Business Processing

IntercompanySales

Processing

IntercompanyStock

Transfer

Invoice

Invoice

Down PaymentRequest To

The Customer( Posted in Financial

Accounting as noteditem )

Down

Payments

Incoming payment for

down paymentrequests

Invoice

Invoice

Invoice Cancellation

Down Payments For Sales OrdersSpecialProcesses BillingType

Billing


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