sales & distribution (sd) (order-fulfillment process ... erp sd lecture.pdf · sap erp sd...

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SAP ERP SD Process lecture 3/12/2014 1 דניאלי דוד גוריון בן אוניברסיטת מידע למערכות המחלקה ל מבוא- ERP תשע" ה א סמסטר' דניאלי דודSales & Distribution (SD) (Order-Fulfillment Process) (Order-to-Cash Process) SAP ERP SD Process דניאלי דוד בן אוניברסטית- גוריון א סמסטר' תשע" ה2 Learning the Sales and Distribution process and how SAP ERP support it Lecture Objective

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Page 1: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי1

אוניברסיטת בן גוריוןהמחלקה למערכות מידע

ERP -מבוא ל

'סמסטר א ה"תשע

דוד דניאלי

Sales & Distribution (SD)(Order-Fulfillment Process)

(Order-to-Cash Process)

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 2

Learning the Sales and Distribution process

and

how SAP ERP support it

Lecture Objective

Page 2: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי2

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 3

gSAP ERP system structure

gHow SAP ERP mange the Sales & Distribution process

g Introduction to GBI business case

gSAP ERP Lab

●Log-in, user set up & navigation

●SD Case practice

Lecture Agenda

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 4

gSAP ERP system structure

gHow SAP ERP mange the Sales & Distribution process

g Introduction to GBI business case

gSAP ERP Lab

●Log-in, user set up & navigation

●SD Case practice

Session Agenda

Page 3: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי3

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 5

SAP ERP

System Structure

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 6

SAP Business Suite

SAP NetWeaver

SAP SCM

SAP PLM

SAP

SRM

SAP

CRMSAP ERP

Page 4: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי4

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 7

SAP ERP Modules

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 8

SAP ERP Data structure

Transaction data

Master data

Organizational data

Page 5: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי5

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 9

SAP ERP Reporting structure

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 10

gRepresents the business structure of the organization

g It is a operational unit where cost and/or revenue can be monitored managed

gAny process or activity in the organization must be related to Organizational Data

Organizational Data

Page 6: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי6

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 11

Master data

MRP

Plant stock

Accounting

Storage

Costing

Work scheduling

Forcasting

Sales

Classification

The master data represents:

• Materials

• Customers

• Suppliers

PurchasingQuailty Mgmt.

Basic data

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 12

gTransaction data is created when a process is executed

gTransaction data must includes:

●Organizational Data

●Master Data

●Situational data: who, where & when

gWhen a transaction is executed a document is created

gTransaction data is a short term activity related data which is assigned to master data

Transaction Data

Page 7: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי7

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 13

How SAP ERP manage the

Order-Fulfillment process?

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 14

Order Fulfillment process review

Sales Order

Entry

Post Goods

Issue

Invoice

Customer

Pick

Materials

Payment Receipt

Pack

Materials

Availability

Check

Pre-sales

Activities

Page 8: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי8

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 15

gCustomer

gSales Person

Process triggers

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 16

gClient

gCompany Code

gPlant

Organizational data basic

Page 9: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי9

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 17

gSales Organization

gDistribution Channel

gDivision

gSales Area

Organizational Data SD

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 18

gSO is responsible for all the sales activities within the segment

● Pricing conditions

● Customer liability

gSO enables to divide the market to segments

gSO is the highest level of organization in the SD process

g All sales data can be aggregated & summarized into SO

Sale Organization (SO)

Page 10: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי10

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 19

gCompany Code must have a least one SO

gSO can be assigned to only one company code

Sale Organization (SO)

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 20

gDC defines how products will be sold to customers

gEach DC is responsible for its own sale strategy, pricing conditions and shipment method

gSales performance can be measured on the DC level

Distribution Channel (DC)

Page 11: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי11

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 21

gSales Organization must have at least one DC

gDC can be assigned to multiple Sales Organization

Distribution Channel (DC)

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 22

gDivision enables to group materials, products, or services

g Division is typically assigned to a product line

gA product can be assigned to only one division

Division

Page 12: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי12

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 23

gSales Organization must have at least one Division

gDivison can be assigned to multiple Sale Organizations

Division

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 24

gSales area is a unique combination of:

●Sales Organization

●Distribution Channel

●Division

gSA enables to control and monitor how products (Division) are sold through sales channel (Distribution Channel) and market segment (Sales Organization)

gSales Area can be assigned to only one Company Code

Sales Area (SA)

Page 13: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי13

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 25

SD Organization structure

Client GBI

Credit Control Area (global) GL00

CC US00

US East

UE00

US West

UW00

Distribution Channel Wholesale (WH)

Distribution Channel Internet (IN)

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 26

SD Organizational Structure

Global Bike

Global Bike Inc. Global Bike Germany GmbH

US West US East

Wholesale

Customers Business

Internet Retail Retail Wholesale

Client

Company Code

Sales Organization

Distribution Channel

Bicycles Cloth Cloth Bicycles Accessories Division

1

1

1

2

3 3

Page 14: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי14

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 27

gGeneral data

gAccounting data

gSales Area Data

Master data: Customer

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 28

g It combines a single material data and a single customer data as a single record for history

Master data: Customer-Material Info Records

Sales Order

Material Master Customer Master

Material-CustomerInformation Record

Page 15: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי15

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 29

gDetermine the selling prices

Master data: Pricing Conditions

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 30

Introduction to

Global Bike Inc. (GBI)

Case Study

Page 16: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי16

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 31

g GBI is a global manufacturing company of professional bicycles

g Their product strategy is focusing on:

●Quality

●Toughness

●Performance

About GBI

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 32

GBI Organizational Structure

Global Bike Group

Global Bike US Inc. Global Bike Germany GmbH

Co-CEO John Davis

Co-CEO Peter Schwarz

Dallas Miami San Diego Heidelberg Hamburg

Enterprise

Companies

Plant

Page 17: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי17

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 33

gFinished Goods

●Touring Bikes (Deluxe, Professional)

●Off-Road Racing Bikes (Men, Women)

Materials

gSemi-Finished Goods

●Carbon Composite Wheel

●Off Road Aluminum wheel

●Touring Aluminum wheel

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 34

gTrading Goods

●Air Pump

●Helmet

●T- Shirt

●Water Bottle

Materials

gRaw Materials

●Tires

●Chines

●Frames

●Seats

Page 18: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי18

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 35

gGBI sales exclusively through dealers in US and Germany

Distribution Partners

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 36

gOrder-to-Cash Process

●Sales and Distribution (SD)

●Materials Management (MM)

●Financial Accounting (FI)

Process 1

Page 19: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי19

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 37

gProcure-to-Cash Process

●Procurement

●Materials Management (MM)

●Financial Accounting (FI)

Process 2

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 38

gTo migrate from running independent applications to centralized environment by utilizing SAP ERP

gThis centralized approach will enable GBI to control the operational environment:

●Consistency of operations and

●Process integrity

IT Strategy

Page 20: Sales & Distribution (SD) (Order-Fulfillment Process ... ERP SD Lecture.pdf · SAP ERP SD Process lecture 3/12/2014 1 ERP - ' " Sales & Distribution (SD) (Order-Fulfillment Process)

SAP ERP SD Process lecture 3/12/2014

דוד דניאלי20

SAP ERP SD Processדוד דניאלי

ה"תשע' סמסטר אגוריון -אוניברסטית בן 39

gReduce costs and

gDeliver best-in-class system to all divisions

GBI Objectives