sap qadb organization structure

ASAP Business Blueprint

ValueSAP - Business BlueprintBusiness Blueprint

ValueSAP -

ASAP Business BlueprintImplementation

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Date of creation:

7/22/2009

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[- All the questions - answered and un-answered

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Table of ContentsA.Organization51.Cross-Application/Central Organizational Units51.1.Company51.2.Credit Control Area61.3.Company Code61.4.Business Area71.5.Functional Area81.6.Financial Management Area81.7.Controlling Area81.8.Profit Center91.9.Operating Concern101.10.Material Valuation Area111.11.Plant111.12.Division122.Product Data Management132.1.Engineering and design office133.Production Planning and Procurement Planning133.1.MRP Controller133.2.MRP Area134.Procurement134.1.Purchasing Group134.2.Purchasing Organization145.Production155.1.MRP Controller155.2.Person Responsible for the Supply Area156.Sales and Distribution166.1.Sales Area166.2.Sales organization166.3.Distribution channel176.4.Sales office176.5.Sales Group177.Inventory Management, Warehouse Management and Transportation187.1.Storage location187.2.Warehouse complex197.3.Loading point197.4.Transportation Planning Point197.5.Shipping point198.Customer Service198.1.Sales Organization198.2.Distribution Channel208.3.Sales Office208.4.Sales Group208.5.Service Planning Plant218.6.Service Planner Group219.Plant Maintenance219.1.Maintenance Planning Plant219.2.Maintenance Plant219.3.Plant Section229.4.Location229.5.Maintenance Planner Group2210.Quality Management2210.1.Purchasing Organization2210.2.Work Scheduler Group2410.3.Sales Organization2411.Environment, Health and Safety2512.Project Management2512.1.WBS Element Applicant2612.2.Person Responsible for WBS Element2612.3.Work Scheduler Group2612.4.Capacity Planner Group2712.5.MRP Controller2712.6.Person Responsible for the Work Center2713.Financial Accounting2713.1.Chart of Accounts2713.2.Consolidation Company2813.3.Subgroup2914.Enterprise Controlling3014.1.Dimensions3014.2.Currencies (Consolidation)3014.3.Version3014.4.Consolidation Group3014.5.Consolidation Unit3115.Asset Accounting3215.1.Depreciation area3315.2.Chart of depreciation3415.3.Asset class3416.Real Estate Management3516.1.Company-Specific (Relevant to Real Estate Management)3516.2.System-Specific (Relevant to Real Estate Management)3617.Organizational Management3817.1.Organizational Units3817.2.Jobs3917.3.Positions3917.4.Tasks4018.Personnel Administration4118.1.Personnel Area4118.2.Personnel Subarea4118.3.Employer Assignment Unit AT4218.4.Employee Group4218.5.Employee Subgroup4218.6.Payroll Area4319.Retail4319.1.Store4319.1.1.Store4319.1.2.Storage location4319.1.3.MRP controller4319.1.4.Department4419.1.5.Unloading point4419.1.6.Receiving point4419.2.Distribution center4419.2.1.Distribution center4419.2.2.Storage location4419.2.3.Shipping point4519.2.4.Loading point4519.2.5.Transportation planning point4519.3.Warehouse4619.3.1.Warehouse4619.3.2.Storage type4619.3.3.Storage section4619.3.4.Storage bin4619.3.5.Material staging area4619.3.6.Door4719.4.Customer4719.4.1.Customer4719.4.2.Storage location5019.4.3.MRP controller5119.5.Purchasing5119.5.1.Purchasing organization5119.5.2.Purchasing group5319.5.3.Purchasing area5419.6.Sales5419.6.1.Distribution chain5419.6.2.Sales organization5619.6.3.Distribution channel5719.6.4.Sales area5719.6.5.Sales office5719.6.6.Sales group5820.Supply Chain Manager5821.Demand Manager5822.Supply Chain Planner5923.Strategic Planner5924.Demand Chain Planner6025.Marketing Manager6026.Key Account Manager6127.Sales Representative6128.Production Planner6229.Line Planner / Supervisor6230.Transportation Planner6331.Vehicle Scheduler6332.Procurement Planner6433.Cross-Application/Central Organizational Units6433.1.Company6433.2.Credit control area6533.3.Company Code6533.4.Business Area6633.5.Functional area6733.6.Financial management area6733.7.Controlling Area6733.8.Profit Center6833.9.Operating Concern6933.10.Material valuation area6933.11.Plant6933.12.Division7034.SEM-specific Organizational Units7035.R/3 Organizational Units in SEM7136.B2B Procurement - Organization7136.1.Purchasing Organization7136.2.Reports (Backend)7137.General7238.Questions7339.Cross-Application Organizational Units7439.1.Company Code7439.2.Business Area7539.3.Plant7540.Sales and Distribution7640.1.Sales organization7740.2.Distribution Channel7740.3.Division7840.4.Sales area data7940.5.Sales Office7940.6.Sales Group8040.7.Logistics Execution8040.8.Customer Service8041.Service8242.Service Interaction Center8243.Pervasive Service83

A. Organization

Project documentation:

C:\ASAP\PROJECTS\IMPLEMENTATION\QAdb\Documentation\CRM\00004533.chm1. Cross-Application/Central Organizational Units

1.1. Company

Questions:Q: 1) Do you want to structure the company into one or more separate legal entities?

A:

Q: 2) Do you have foreign companies?

A: [ ]Yes

[ ]No

Q: 3) Which companies are going to work with which chart of account?

A:

Q: 4) In which currencies are the transactions posted in the companies?

A:

Q: 5) Are all companies managed in FI company codes, and is FI integration used?

A: [ ]Yes

[ ]No

Q: 6) In which form and at which dates do you collect the reported financial data from the individual companies?

A:

Q: 7) Does the divestiture of a company entail a reclassification to another consolidation group, or is this a final consolidation?

A:

1.2. Credit Control Area

Questions:Q: 1) On which level do you perform credit control? On company code level, cross-company code level or a lower level? (Integration)

A:

Q: 2) What is the default credit limit for your customers?

A:

Q: 3) If you are not using SAP's Sales and Distribution component, how will you perform credit checks and which actions will they trigger?

A:

1.3. Company Code

Questions:Q: 1) Which legal entities (company codes) will you have and in which countries?

A:

Q: 2) What are the legal reporting requirements that these companies have to comply with?

A:

Q: 3) Which companies are required to use a statutory chart of accounts for reporting purposes?

A:

Q: 4) Do all companies use the same operating chart of accounts?

A:

Q: 5) Will a different chart of accounts be used for consolidation purposes?

A:

Q: 6) Identify legal entities holding minority interest.

A:

Q: 7) Are goods/services exchanged between your different legal entities?

A:

Q: 8) Specify the different levels of consolidation (for example, by country, by region).

A:

Q: 9) Are there any transactions that have to be included, when these segments are consolidated?

A:

Q: 10) Identify the legal entities that should be excluded from the consolidation process. Please specify why they have to be excluded.

A:

Q: 11) For which enterprise entities that are not independent legal entities do you require subledgers (accounts payable ledger, accounts receivable ledger, asset accounting and so on)? For example, fixed assets per strategic business unit. ).

A:

Q: 12) Which functions will be performed on a cross-company level?

A:

1.4. Business Area

Questions:Q: 1) For which enterprise entities do you wish to create individual internal balance sheets and/or profit and loss statements or other internal reports? Please provide details of your reporting requirements.

A:

Q: 2) Are there entities within your enterprise that are not independent legal entities, but that you treat as independent legal entities?

A:

Q: 3) Do you have to structure your legal reporting as one line of business or as multiple lines of business?

A:

Q: 4) Does the organization have to produce segmented financial statements for public reporting (e.g. FAS-14 in the US)?

A:

Q: 5) If yes, to the above question, does the segmentation need to be reported on both the income statement and balance sheet?

A:

Q: 6) Note for business area:

Explanation: You should check carefully whether company-specific requirements can be met using the FI business area / Profit Center Accounting component.

A:

1.5. Functional Area

Questions:Q: 1) Do you need to structure the profit and loss statement according to functional areas (cost of sales accounting) such as production, sales, marketing?

A:

Q: 2) Which functional areas do you use for your rendering of accounts?

A:

Q: 3) How do you determine functional areas? For example, do you derive them from the cost centers?

A:

1.6. Financial Management Area

Questions:Q: 1) Which financial management (FM) areas do you want to use?

A:

Q: 2) Do you require financial evaluations for individual company codes or across several company codes?

A:

Q: 3) Which leading currency should be used for financial evaluations?

A:

Q: 4) At which intervals do you evaluate planned and actual values (months, weeks, ...)?

A:

1.7. Controlling Area

Questions:Q: 1) Note on controlling area:

Explanation: OSS note 107293: Decision criteria for or against cross-company code cost accounting.

A:

Q: 2) Are you using one centralized controlling system or do you follow a decentralized approach with several independent controlling systems? i

Explanation: Are you using one centralized controlling system (system from an organizational viewpoint) or do you follow a decentralized approach with several independent controlling systems? (Decentralized means that, from a management viewpoint, your organization is considered as independent entities)

A:

Q: 3) Provided that company codes use the same chart of accounts and fiscal year variant: Which company code(s) do you want to assign to your controlling area(s)?

A:

Q: 4) If you have multiple controlling areas: Do you intend to have management charge-outs (allocations) across those controlling areas?

A:

Q: 5) If you wish to have unified Controlling, which currency or currencies are you planning to use?

Explanation: When using transfer prices, the controlling area currecy 10 (= company code currency) or 30 (=group currency) must be used.

A:

Q: 6) Which chart of accounts do you want to use in your controlling area?

A:

1.8. Profit Center

Questions:Q: 1) Which criteria do you use for dividing your organization into internal areas of responsibility?

Explanation: In other words, do you need to report on profit and loss data together with balance sheet items for each strategic business unit (SBU)?

A:

Q: 2) Do you want to structure your profit center accounting using the cost-of-sales method (revenue minus cost-of-sales), or using period accounting (all revenues minus all costs incurred in the period +/- inventory changes)?

Explanation: Note: If you require the cost-of-sales accounting method, you need to use the functional areas.

A:

Q: 3) Can you make unique profit center assignments for the following master data: material/plant, cost center, sales order item, PSP elements, cost objects, internal orders etc.?

A:

Q: 4) As well as the "actual" profit centers, do you use any other profit center, which provides services for various other profit centers (a service profit center)?

A:

Q: 5) If you require internal views for your organization's profits other than those in the profit center hierarchy,specify additional groups/hierarchies.

A:

Q: 6) Do you want Consolidation (EC-CS) to be based on Profit Center Accounting (management-oriented consolidation)?

A:

Q: 7) Do you want to use a unified, integrated user layout for the maintenance of your enterprise organization in the SAP system? is there a serial number to identify each piece of equipment from your production department and or

Explanation: The enterprise organization developed from the HR organizational structure. Accounting-specific functions and organizational units were added to it. The following reports are currently integrated in the enterprise organization: - HR organizational structure - cost center standard hierarchy - profit center standard hierarchy In this way, the enterprise organization allows you to view the company from the view of: - responsibility for personnel - responsibility for costs - responsibility for revenues

A:

Q: 8) Can the structure of your Profit Center (standard hierarchy) be directly derived from the enterprise organization?

A:

1.9. Operating Concern

Questions:Q: 1) Are you using one central profitability controlling system (system from an organizational viewpoint) or do you follow a decentralized approach with several independent profitability controlling systems?

Explanation: Note: This means that different enterprise branches are independent of each other, which does not enable you to analyze their results usefully.

A:

Q: 2) In SAP the operating concern is an organizational unit that spans one or more controlling areas. Describe which controlling area(s) you want to assign to your Operating Concern(s)!

A:

Q: 3) What currency should be used for the operating concern? Do you require additional evaluations in the company code currencies that correspond to FI?

Explanation: If you work with countries whose currencies are liable to extreme exchange rate fluctuations, your data should be updated in company code currency.

A: [ ]Yes

[ ]No

1.10. Material Valuation Area

Questions:Q: 1) Is the value of a material the same throughout the company, or can the value of the same material be different in different plants?

A:

Q: 2) Are you going to use Product Cost Planning and/or Production Planning in R/3? If so, you need to set the valuation area to plant level.

A:

Q: 3) Warning: For SAP Retail, the valuation area is always the site

A:

1.11. Plant

Questions:Q: 1) Are all plants in the same country? List the plants and countries.

A:

Q: 2) Will negative Stocks be allowed in any plants? If yes, specify the plants.

A:

Q: 3) Do you need special plants for your maintenance work apart from the common logistics plants?

A:

Q: 4) Which enterprise entities carry out production and what do they produce?

A:

Q: 5) How does material move between plants (for example, using purchase orders or not)? What are the requirements you have to fulfill concerning reporting, transport papers, etc.?

A:

Q: 6) Outline all facilities/locations that create, distribute, or store inventory.

A:

Q: 7) Does the manufacturing/distribution process for a product differ such that the inventory value/cost structure is different at each facility/plant? If so, please explain how.

A:

Q: 8) At which level should the balances be assigned to the organizational units?

Explanation: In the SAP system, warehouse stock is managed at the company code or plant level. This means that within a plant, a material is always assigned to exactly one profit center.

A:

1.12. Division

Questions:Q: 1) Do you need to divide your products into product groups (divisions) to allow customer-specific agreements (such as price agreements or terms or payment)?

A:

Q: 2) Warning: For SAP Retail-specific functions, the division is not supported. A dummy division is always used.

A:

2. Product Data Management

2.1. Engineering and design office

Questions:Q: 1) Which engineering departments can be defined?

A:

Q: 2) Is this information used to control a workflow (i.e. Engineering Change Management)?

A:

Q: 3) Do you want to assign responsible engineering departments (Laboratory/Office) to your Master Data Sets (i.e. Material, BOM, Document, ...)? This information could be used for reporting or filtering the product structure or to find recipients in a workflow

A:

3. Production Planning and Procurement Planning

3.1. MRP Controller

Questions:Q: 1) Enter the person or group of persons responsible for a group of materials in MRP within a plant

A:

3.2. MRP Area

Questions:Q: 1) Do you require further organizational units below the plant that are to be planned independently and for which you can execute a separate MRP run?

A:

4. Procurement

4.1. Purchasing Group

Questions:Q: 1) Shall purchasing groups represent individual buyers or groups of buyers? If Groups of buyers, provide a list of groups.

A:

Q: 2) Provide a list of buyer names.

A:

4.2. Purchasing Organization

Questions:Q: 1) Which purchasing departments exist in your enterprise?

A:

Q: 2) If there is more than one department which handles all purchasing, specify which department(s) negotiate pricing terms and conditions with your suppliers.

A:

Q: 3) Do you have departments outside your purchasing department, which handle purchasing? If so, list these departments and what they purchase.

A:

Q: 4) How do the departments share the task of procuring the goods and services required by the organization?

A:

Q: 5) Where do you procure materials/services in your enterprise?

A:

Q: 6) Which material types/external services do you procure?

Explanation: Examples of material types: Raw material Semifinished product Trading goods Empties Packaging

A:

Q: 7) For which enterprise entities do you procure materials/services? List these materials/services.

A:

Q: 8) Do you have corporate and localized purchasing functions?

A:

Q: 9) Do you negotiate vendor pricing at a corporate or local level?

A:

Q: 10) Where do you procure materials/services in your enterprise centrally?

A:

Q: 11) Which materials/services do you procure centrally?

A:

Q: 12) For which enterprise areas do you procure materials/external services centrally? List these materials/services.

A:

Q: 13) Where do you negotiate centrally agreed contracts for the purchase of materials/services in your enterprise?

A:

Q: 14) For which materials/external services do you negotiate framework contracts?

A:

Q: 15) Which enterprise entities can release orders against these contracts?

A:

Q: 16) Do you want to have procurement in particular enterprise areas/business areas or product groups separated?

A:

5. Production

5.1. MRP Controller


A:

5.2. Person Responsible for the Supply Area

Questions:Q: 1) Define the people responsible for production

Explanation: The responsible person is a person responsible as demand source for the further processing of materials and for the monitoring of stocks in one or more supply areas and/or with in-house production as supply source, monitors the staging of materials produced in his area.

A:

6. Sales and Distribution

6.1. Sales Area

Questions:Q: 1) Do you need to keep the sales activities of particular enterprise areas/business areas or product groups completely separate?

A:

Q: 2) Do you want the R/3 System to restrict certain product mixes in sales orders? If so, explain why.

Explanation: Do you wish to ensure the system supports restrictions on product mixes in sales orders? If so, explain why. For example, some customer groups are only allowed to buy certain product mixes, say from the "budget range""". It may be necessary to prevent free goods and charged goods, or MRO supplies and standard product, appearing on the same sales order.

A:

Q: 3) If you have multiple companies, are sales in one company sourced from a plant in another company? In which company is the revenue recognized?

A:

6.2. Sales organization

Questions:Q: 1) Who is responsible for sales-related components in the material and customer master data?

A:

Q: 2) Is a customer assigned to one sales unit or can he be addressed by several sales units ?

A:

Q: 3) Does the law require complete separation of sales activities? For example, you are not allowed to mix human and veterinary medical products in one sales order.

Explanation: Does the law require complete separation of sales activities? For example, you are not allowed to mix human and veterinary medical products in one sales order. It is a legal requirement that sales activities for the two product areas are kept strictly separate.

A:

Q: 4) How is your sales and distribution processing structured? For example, is order processing/billing centralized or decentralized?

A:

Q: 5) EH&S : Do you carry out dangerous goods checks on the basis of deliveries?

A:

Q: 6) EH&S : What control function does the sales organization have in shipping material safety data sheets?

A:

6.3. Distribution channel

Questions:Q: 1) Do you sell your products via a number of distribution channels (via direct sales, in retail trade, cash & carry, and so on)?

A:

Q: 2) Do these sales processes require different master data ?

A:

6.4. Sales office

Questions:Q: 1) How is sales structured (social organization of employees)?

A:

6.5. Sales Group

Questions:Q: 1) How many sales groups do you handle?

A:

Q: 2) Do you have special reporting for commission management and sales budget?

A:

Q: 3) Do you evaluate at sales representative level? If yes, please consider also the partner definition.

A:

7. Inventory Management, Warehouse Management and Transportation

7.1. Storage location

Questions:Q: 1) List the storage locations that you will need for each Plant.

A:

Q: 2) Will negative Stocks be allowed in any storage locations? If yes, specify the storage locations.

A:

Q: 3) Are there any stocks in your company that you own, but that are not stored in your company physically?

A:

Q: 4) Explain your strategy(s) regarding material receiving and product picking.

A:

Q: 5) Do you need to check the capacity of your location?

A:

Q: 6) Does each part have a unique location or can they be stored anywhere?

A:

Q: 7) EH&S: Are your hazardous substances stored in separate storage locations (i.e. does anything prevent you from storing them together)? How many hazardous substance warehouses are there in each plant?

A:

Q: 8) EH&S: Do you assign the hazardous substance warehouses their own picking areas if you distinguish between: - one hazardous substance warehouse, many storage locations, one picking area - many hazardous substance warehouses, many picking areas - other?

A:

7.2. Warehouse complex

Questions:Q: 1) Do you utilize bins for storing material?

A:

7.3. Loading point

Questions:Q: 1) Within a plant, do you have different areas from which you load, for example, loading docks?

A:

7.4. Transportation Planning Point

Questions:Q: 1) Do you use the transport functionality of the R/3 system for Sales or Procurement?

A:

Q: 2) EH&S: Do you run dangerous goods checks on the basis of transport?

A:

7.5. Shipping point

Questions:Q: 1) EH&S: Do you determine the mode of transport-dependent shipping point when processing deliveries or transport?

A:

8. Customer Service

8.1. Sales Organization


A:


A:



A:


A:

8.2. Distribution Channel

Questions:Q: 1) Do you sell your products via a number of distribution channels (via direct sales, in retail trade, cash & carry, and so on)?

A:

Q: 2) Do these sales processes require different master data ?

A:

8.3. Sales Office

Questions:Q: 1) How is sales structured (social organization of employees)?

A:

8.4. Sales Group

Questions:Q: 1) How many sales groups do you handle?

A:


A:


A:

8.5. Service Planning Plant

Questions:Q: 1) How service will be planned in your company?

A:

Q: 2) How are service spares stored?

A:

8.6. Service Planner Group

Questions:Q: 1) How service will be organized?

A:

Q: 2) How are the service teams / labor resources organized?

A:

9. Plant Maintenance

9.1. Maintenance Planning Plant

Questions:Q: 1) How maintenance will be planned within your company?

A:

9.2. Maintenance Plant

Questions:Q: 1) Do you want to set up plants specifically for maintenance requirements (in addition to the common logistics plants)?

A:

Q: 2) How is capacity planning performed in your maintenance plants?

A:

Q: 3) How are maintenance spares stored?

A:

9.3. Plant Section

Questions:Q: 1) Are certain types of maintenance work planned or executed with consideration to the plant sections?

A:

9.4. Location

Questions:Q: 1) Do you subdivide your maintenance plant in locations to facilitate the maintenance job or for purpose of reporting?

A:

9.5. Maintenance Planner Group

Questions:Q: 1) How is maintenance work organized?

A:

Q: 2) How are the maintenance teams / labor resources organized?

A:

10. Quality Management

Questions:Q: 1) Note: Note that the purchasing organization is only relevant here when QM is used in materials management and the sales organization is only relevant when QM is used in sales and distribution.

Explanation: This is just a note. This is just a note.

A:

10.1. Purchasing Organization

Questions:Q: 1) Which purchasing departments exist in your enterprise?

A:

Q: 2) If there is more than one department which handles all purchasing, specify which department(s) negotiate pricing terms and conditions with your suppliers.

A:

Q: 3) Do you have departments outside your purchasing department, which handle purchasing? If so, list these departments and what they purchase.

A:

Q: 4) How do the departments share the task of procuring the goods and services required by the organization?

A:

Q: 5) Where do you procure materials/services in your enterprise?

A:

Q: 6) Which material types/external services do you procure?

Explanation: Examples of material types: Raw material Semifinished product Trading goods Empties Packaging

A:

Q: 7) For which enterprise entities do you procure materials/services? List these materials/services.

A:

Q: 8) Do you have corporate and localized purchasing functions?

A:

Q: 9) Do you negotiate vendor pricing at a corporate or local level?

A:

Q: 10) Where do you procure materials/services in your enterprise centrally?

A:

Q: 11) Which materials/services do you procure centrally?

A:

Q: 12) For which enterprise areas do you procure materials/external services centrally? List these materials/services.

A:

Q: 13) Where do you negotiate centrally agreed contracts for the purchase of materials/services in your enterprise?

A:

Q: 14) For which materials/external services do you negotiate framework contracts?

A:

Q: 15) Which enterprise entities can release orders against these contracts?

A:

Q: 16) Do you want to have procurement in particular enterprise areas/business areas or product groups separated?

A:

10.2. Work Scheduler Group

Questions:Q: 1) Is someone responsible for standard networks? (If yes, use the planner group.)

A:

10.3. Sales Organization


A:


A:



A:


A:

11. Environment, Health and Safety

Questions:Q: 1) Which systems and releases are you using?

A:

Q: 2) Which SAP components run on which systems?

Explanation: Detailed questions on individual components are also asked in the Industrial Hygiene and Safety and Occupational Health components.

A:

Q: 3) How does EH&S fit into the supply chain in your enterprise? Which functions are used to trigger the activities within EH&S (purchasing, sales and distribution, plant maintenance, etc.)?

A:

12. Project Management

Questions:Q: 1) Will you be using the PS module? (If yes, consider the PS organizational requirements in the overall design of the organization.)

A:

Q: 2) Do your projects sometimes span multiple company codes?

A:

Q: 3) Do you have inter-company sharing of labor resources for projects? (If yes, consider the use of the reconciliation ledger for inter-company entries.)

A:

Q: 4) The plant for materials must be valid for the WBS company code. Do you have inter-company material movements for your projects?

A:

Q: 5) The object class is used for reconciliation purposes. Which object classes are relevant for your projects?

A:

Q: 6) The business area on a WBS element must be associated with the company code on the WBS element. Do your projects/WBS elements span multiple business areas?

A:

Q: 7) Projects cannot span more than one controlling area. Describe your accounting for intercompany entries.

A:

Q: 8) Do you want to track specific currencies on your project other than the controlling area and company code currency?

A:

Q: 9) It is only possible to reference one profit center on a WBS element. Do you have reporting requirements for profit center accounting that will impact your project structure?

A:

12.1. WBS Element Applicant

Questions:Q: 1) Do you assign a person to your WBS element other than the project manager? (If yes, consider using the applicant to track assignments such as project sponsor, project administrator or project accountant)

A:

12.2. Person Responsible for WBS Element

Questions:Q: 1) Do you assign responsible people (project managers) to your WBS elements? (If yes, use the "Responsible person" field. If you use this field in the project definition, the WBS elements inherit the value entered there.)

A:

12.3. Work Scheduler Group

Questions:Q: 1) Is someone responsible for standard networks? (If yes, use the planner group.)

A:

12.4. Capacity Planner Group

Questions:Q: 1) Do you have employees who are responsible for capacity evaluation in the work centers? (If yes, consider using a capacity planner group to identify them.)

A:

12.5. MRP Controller


A:

Q: 2) Is someone responsible for MRP in networks? (If yes, enter an MRP controller.)

A:

12.6. Person Responsible for the Work Center

Questions:Q: 1) Do you have persons who are responsible for work centers?

A:

Q: 2) It is possible to have a work center for the exclusive use by the project system by allowing usage by networks only. Do you need to have work centers that are dedicated to project work?

A:

13. Financial Accounting

13.1. Chart of Accounts

Questions:Q: 1) Which companies use the same chart of accounts?

A:

Q: 2) How many natural accounts will each chart of accounts contain? (estimated)

A:

Q: 3) What is the document numbering logic?

Explanation: Possible reconciliation with SD/MM

A:

Q: 4) Describe how the account number is set up (for example: department, natural account).

A:

Q: 5) Will the chart of accounts need to be approved? If so, by whom?

A:

Q: 6) Which maintenance language should be used for each chart of accounts?

A:

Q: 7) Which additional languages do you wish to use for your charts of accounts?

A:

Q: 8) Please provide your current Chart of Accounts.

A:

13.2. Consolidation Company

Questions:Q: 1) Determine the smallest units of your corporate structure which are to be used as the basis for a complete consolidation run.

Explanation: For example a consolidation unit can be: - a company - a combination of a company and a consolidation business area - a combination of a company and a Profit Center - customer-specific organizational unit - customer-specific organizational unit

A:

Q: 2) Comments for the transfer of consolidation groups by flexible upload from file

Explanation: Instead of manually defining the consolidation groups and/or the hierarchies thereof, this information can also be collected from a data file. To do this, you define an upload method, which shows the format of the file.

A:

Q: 3) Define suitable, logical file names.

Explanation: If the financial data is delivered in the form of a data file, you can define a logical file name in the master record of the consolidation unit. This logical file name points to a physical file name that is dependent on the operating system used.

A:

Q: 4) Do you require additional attributes for your consolidation units?

Explanation: Along with numerous predefined characteristics, which are delivered in the standard, it is possible to create custom attributes: For example: industry sector, number of shares

A:


A:

13.3. Subgroup

Questions:Q: 1) Define the consolidation group according to your requirements.

A:

Q: 2) Create suitable hierarchies.

Explanation: When creating the hierarchies, note which evaluations you will require later on. later on. In a view, it is possible to maintain parallel alternative hierarchies for valuations required for different reasons. For example, hierachies can represent legal requirements and/or regional aspects.

A:

Q: 3) How many consolidated financial statements do you want to create during a year?

Explanation: Set the required consolidation frequencies (monthly, quarterly, half-yearly, annually) and assign these to the consolidation groups.

A:

Q: 4) Comments to integrated consolidation types

Explanation: When you work in an integrated system, please note the executions under the unit integration.

A:



A:

14. Enterprise Controlling

14.1. Dimensions

Questions:Q: 1) Which consolidation types do you want to set?

Explanation: On the basis of which organizational units should consolidation be carried out?

A:

Q: 2) Define the dimensions which you want in the system.

A:

14.2. Currencies (Consolidation)

Questions:Q: 1) In which currencies do you want to the reports generated.?

Explanation: If you want to report in different currencies, you need one ledger per report currency. report currency.

A:

14.3. Version

Questions:Q: 1) Do you intend to consolidate different data categories? If yes, which ones?

Explanation: IST, PLAN or other versions IST, PLAN or other versions

A:

14.4. Consolidation Group

Questions:Q: 1) Define the consolidation group according to your requirements.

A:

Q: 2) Create suitable hierarchies.

Explanation: When creating the hierarchies, note which evaluations you will require later on. later on. In a view, it is possible to maintain parallel alternative hierarchies for valuations required for different reasons. For example, hierachies can represent legal requirements and/or regional aspects.

A:

Q: 3) How many consolidated financial statements do you want to create during a year?

Explanation: Set the required consolidation frequencies (monthly, quarterly, half-yearly, annually) and assign these to the consolidation groups.

A:

Q: 4) Comments to integrated consolidation types

Explanation: When you work in an integrated system, please note the executions under the unit integration.

A:



A:

14.5. Consolidation Unit

Questions:Q: 1) Determine the smallest units of your corporate structure which are to be used as the basis for a complete consolidation run.

Explanation: For example a consolidation unit can be: - a company - a combination of a company and a consolidation business area - a combination of a company and a Profit Center - customer-specific organizational unit - customer-specific organizational unit

A:



A:

Q: 3) Define suitable, logical file names.

Explanation: If the financial data is delivered in the form of a data file, you can define a logical file name in the master record of the consolidation unit. This logical file name points to a physical file name that is dependent on the operating system used.

A:

Q: 4) Do you require additional attributes for your consolidation units?

Explanation: Along with numerous predefined characteristics, which are delivered in the standard, it is possible to create custom attributes: For example: industry sector, number of shares

A:


A:

15. Asset Accounting

Questions:Q: 1) For which of your legal entities will you be implementing FI-AA?

A:

Q: 2) If you have more than one enterprise entity: is a holding company the owner of assets used in another enterprise?

A: [ ]Yes

[ ]No

Q: 3) If you have more than one entity, are there affiliated or integrated companies? Please list all affiliates, subsidiaries, trading partners, shares in other companies and integrated companies.

A:

15.1. Depreciation area

Questions:Q: 1) Is there a distinction necessary between book depreciation (for external balance sheet) and tax values (for a tax balance sheet)?

A: [ ]Yes

[ ]No

Q: 2) Do you require additional parallel valuations for your assets, e.g. for consolidated valuation, for cost accounting purposes or for statutory reasons? If so, please specify

A:

Q: 3) If you have a separate valuation for cost accounting, do you calculate and record interest?

A: [ ]Yes

[ ]No

Q: 4) Is there a distinction between taxation values and valuation of net assets?

A: [ ]Yes

[ ]No

Q: 5) Do you need to record depreciation for purposes other than book depreciation? accounting depreciation - Special reserves for special depreciation ? - N

Explanation: In addition to book depreciation, is there a need to manage depreciation for other purposes? For example:? - Tax depreciation - Group depreciation - Group currency - Cost-accounting depreciation - Special reserves for special depreciation ? - Net worth tax valuation ? - Other ? - Other

A:

Q: 6) Do you want the values for these other viewpoints to be derived from the book depreciation area or another depreciation area (for example, the cost-accounting depreciation area can be derived from indexed book depreciation values)?

A:

Q: 7) Which depreciation area do you use for calculating cost-accounting depreciation and passing it on to cost accounting?

A:

Q: 8) If the cost-accounting depreciation area uses its own valuation, is depreciation calculated from APC or from the replacement value?

A:

Q: 9) If you claim special tax depreciation, how do you handle it: - Allocation and write-off amounts individually or balanced with each other? - Using a separate depreciation valuation area?

A:

15.2. Chart of depreciation

Questions:Q: 1) In which countries do you manage fixed assets?

A:

Q: 2) Are there any statutory asset valuation requirements which would involve parallel valuation in your financial accounting?

A:

15.3. Asset class

Questions:Q: 1) Describe how your fixed assets are structured in the balance sheet?

A:

Q: 2) How do you classify your fixed assets at the moment? How do you intend to classify your assets in the future?

A:

Q: 3) Will you manage financial assets in the asset accounting system?

A:

Q: 4) Do you manage low value assets (LVAs) as fixed assets, or do you post them directly to an expense account?

A:

Q: 5) Please list, or provide a list of the asset types that you intend to manage in the Asset Accounting system (e.g. Land, Buildings, Intangibles, etc).

A:

Q: 6) For each asset category (asset class), list the default depreciation method and the period of depreciation you would like to use.

A:

16. Real Estate Management

16.1. Company-Specific (Relevant to Real Estate Management)

Questions:Q: 1) What are the future aims of your real estate business apart from introducing RE?

A:

Q: 2) What are your objectives for the introduction of RE?

A:

Q: 3) Is real estate management your main line of business?

A: [ ]Yes

[ ]No

Q: 4) Do you want to manage objects both in your own country and abroad?

Explanation: Effects on tenancy laws and currencies.

A:

Q: 5) What are the regional locations (regions) of the objects that you intend to manage with SAP RE?

A:

Q: 6) Which type of objects do you want to manage (commercial, residential, mixed usage, administrative building, manufacturing facilities, business or shopping centers, exhibition centers, ...)?

A:

Q: 7) Do you plan to make object-specific task assignments or according to business transactions?

A:

Q: 8) If your real estate is managed by externals, what responsibilities do the externals have?

A:

Q: 9) What responsibilities or areas of expertise will be handled by other areas (accounting, controlling, asset accounting, plant maintenance, construction, etc.)?

A:

Q: 10) Do you intend to pass on responsibility for certain tasks to external companies?

A:

Q: 11) Do you want to offer your Facility Management services to third parties?

A:

Q: 12) How many employees will be working with SAP RE in your production operation?

A:

Q: 13) Which account plans (special account plans for residential management and so on) do you want to use?

Explanation: Refer to FI for more detailed question about the account plan.

A:

Q: 14) If you intend to have company codes that opt for input tax, which company codes are they?

A:

Q: 15) If you have company codes that have to report to the Federal Supervisory Office for Insurance Associations (BAV - specific to Germany), which company codes are they?

A:

16.2. System-Specific (Relevant to Real Estate Management)

Questions:Q: 1) Do you intend to use third-party management?

Explanation: In this case you need at least one additional company code.

A:

Q: 2) Do you intend to use contribution margin accounting?

Explanation: Contribution margin accounting is usually mapped using Profit Center Accounting.

A:

Q: 3) Do you want to map owner occupied management?

Explanation: This function will be available in Releases following 46B.

A:

Q: 4) Do you want the system to map plant maintenance activities for your real estate?

Explanation: Plant maintenance is mapped in the component PM. (Take the building maintenance teams into consideration)

A:

Q: 5) Do you want the system to map new developments, modernizations or refurbishments using Project System?

Explanation: Construction measures are mapped using the PS component.

A:

Q: 6) Do you intend to use the organizational units of the Public Sector Industry Solution?

Explanation: The Public Sector Industry Solution is not mapped in ASAP.

A:

Q: 7) Do you intend to use Loans Management?

Explanation: Loans management is mapped in the Treasury component.

A:

Q: 8) Do you intend to use Cash Management functions?

Explanation: Cash management is mapped in the component Treasury.

A:

Q: 9) Do you intend to map your asset accounting in the system?

Explanation: Asset accounting is part of Financial Accounting (FI).

A:

Q: 10) If you plan to use Business Worklow, which processes would you like to have supported?

A:

Q: 11) Will you use document management? Do you intend to optically archive correspondence? Do you intend to store floor plans, building plans etc. for objects in the system?

A:

17. Organizational Management

Questions:Q: 1) Please provide details about your company's organizational structure (Reporting Hierarchy).

A:

Q: 2) Is there an additional view on your company's organizational structure (matrix) ? If so, please provide details.

A:

17.1. Organizational Units

Questions:Q: 1) Are all organizational units assumed to be departments or are there regions in their org chart?

A:

Q: 2) Please provide a list of your company's organizational units (e.g. departments).

A:

Q: 3) If you want to use an other Mail System instead of the SAP Mail System, then you can maintain information about the mailing address on your organizational units and positions.

A:

Q: 4) Does your company have different locations ( e.g. individual departments are located externaly)? Or do any of your employees work on external work-places? Then you need address information for the correspondance.

A:

Q: 5) If an organizational hierarchy has not yet been documented, please provide one to the lowest level required.

A:

Q: 6) Does each of your organizational unit represent a department or do exist organizational units, which represent departments with subordinated organizational units, which represent groups?

A:

Q: 7) Are there any organizational units and positions within your organizational plan, which are not part of the normal reporting hierarchy (staff) and which report directly to higher organizational units or positions?

A:

Q: 8) Organizational units and positions can be related to Cost Centers. Provide a list of the assignments.

A:

Q: 9) Do you plan working time in your organization for capacity planning? (Than you can compare the planned with the actual working time.)

A:

17.2. Jobs

Questions:Q: 1) Provide a list of your company's jobs (e.g. secretary, manager). How many jobs exist?

A:

Q: 2) Define and document job codes.

A:

Q: 3) Do job descriptions already exist or do they need to be set up?

A:

17.3. Positions

Questions:Q: 1) Provide a list of your company's positions (e.g. department secretary, HR manager).

A:

Q: 2) Define and document position codes.

A:

Q: 3) Do Position descriptions already exist or do they need to be set up?

A:

Q: 4) Do you automatically report your vacant positions to recruitment? If not, will you set up every unoccupied position to vacant?

A:

Q: 5) Do you maintain employee group and employee subgroup information on positions within your organizational plan?

Explanation: This can be used for checking the consistency with the personal administration and for checking working time. administration and for checking working time.

A:

Q: 6) Are authorities or resources details related to your positions? If so, provide a list of authorities and resource details and note which positions are concerned.

A:

Q: 7) Are there any positions within the organizational structure that may become obsolete? If so, provide the details.

A:

Q: 8) Organizational units and positions can be related to Cost Centers. Provide a list of the assignments.

A:

Q: 9) Do you plan working time in your organization for capacity planning? (Than you can compare the planned with the actual working time.)

A:

17.4. Tasks

Questions:Q: 1) Do tasks describing jobs and/or positions already exist or do they need to be set up?

A:

Q: 2) Provide a list of your company's tasks (e.g. administration tasks, HR tasks). In case you are using tasks for your job descriptions.

A:

Q: 3) If your organization plans to use tasks, identify any groups of tasks that are routinely performed together, so that they can be catalogued as a task group.

A:

18. Personnel Administration

Questions:Q: 1) Introduction

Explanation: Typically an organization must divide its employees for various reasons, eg administration, personnel records access and reporting. You can make this seperation both at the enterprise structure (eg geographic, functional) and the personnel structure (eg different categories of employees) levels. This must be considered in reference to the financial/costing (FI/CO) structures. to the financial/costing (FI/CO) structures.

A:

Q: 2) Describe the structure of your organization. Consider countries, locations, legal entities, payrolls, union/agreements etc.

A:

18.1. Personnel Area

Questions:Q: 1) In SAP, your enterprise is hierarchically structured using personnel areas and subareas.

A:

Q: 2) Within each legal entity, divide your workforce into logical groups (personnel areas) which are used primarily for reporting and authorizations.

Explanation: At least one personnel area is required for each legal entity (company code).

A:

Q: 3) Describir la estructura organizativa para la gestion de datos con la Seguridad Social: Grupo de empresas, empresa sede, centro sede para el intercambio de soporte de datos mediante el Sistema RED.

A:

18.2. Personnel Subarea

Questions:Q: 1) Divide each personnel area into logical personnel subareas.

Explanation: The employees in each personnel subarea will typically share the same public holiday calendar, payroll and time-related rules.

A:

18.3. Employer Assignment Unit AT

Questions:Q: 1) Group your personnel subareas that are to appear uniform for administrations into a single employer assignment unit.

Explanation: The employer assignment unit identifies the employer to the administrations. The personnel subareas grouped under the employer assignment unit typically have the same employer SI number, DPR-number, and tax number with the local tax office.

A:

18.4. Employee Group

Questions:Q: 1) List the employee groups that your company uses.

Explanation: Employee groups allow you to divide employees into different categories. Employee groups are used to generate default data for payroll accounting, serve as selection criteria for reporting and constitute an authorization check. constitute an authorization check.

A:

18.5. Employee Subgroup

Questions:Q: 1) List the employee subgroups that your company uses.

Explanation: Employee subgroups also allow you to divide employees into different categories. Particular classifications of employees can be defined by combining employee groups and subgroups (eg Active and Permanent Part Time). Employee subgroups are also used to determine security access and selection criteria for reporting. In addition, these employee combinations will typically share the same payroll, benefits and time-related rules. List the employee subgroups that your company uses.

A:

Q: 2) For which parts of your organization should integration of organization management and personnel administration (PA) apply?

Explanation: To further divide your workforce into logical groups (eg divisions, departments, sections) and to produce organizational charts, you need to integrate organization management with personnel administration. For which parts of your organization should integration apply?

A:

Q: 3) If Organization Management is not being used, it is still possible to record organization units, positions and jobs in personnel administration (PA). Provide this organzational data.

A:

Q: 4) Do you have employee subgroups requiring special processing regarding taxes? Examples include free-lancers, board members, or employees work ing abroad. List the appropriate employee subareas.

A:

18.6. Payroll Area

Questions:Q: 1) Which Payroll Areas need to be set up for your organization?

Explanation: Typically, Payroll Accounting Areas are used to divide the workforce into logical groups of employees. These groups are based on payroll frequency, start date of the payroll run and, sometimes, geographical locations and security access. Which Payroll Accounting Areas need to be set up for your organisation? Note: It is possible to assign employees to "non-payroll-relevant" Payroll Accounting Areas.

A:

19. Retail

19.1. Store

19.1.1. Store

Questions:Q: 1) How many distribution centers belong to your organization?

A:

19.1.2. Storage location

Questions:Q: 1) Do your stores have several storage locations (levels of Inventory Mgmt)?

A:

19.1.3. MRP controller

Questions:Q: 1) How many MRP controllers belong to the individual branches?

A:

19.1.4. Department

Questions:Q: 1) How many departments do your stores have?

A:

19.1.5. Unloading point

Questions:Q: 1) How many unloading points do your stores have?

A:

19.1.6. Receiving point

Questions:Q: 1) How many receiving points do your stores have?

A:

19.2. Distribution center

19.2.1. Distribution center

Questions:Q: 1) How many distribution centers belong to your organization?

A:


Questions:Q: 1) How many storage locations (Inventory Management levels) do you have?

A:

Q: 2) How does the assignment of storage locations to warehouses look?

A:

Q: 3) Do you use different storage locations for different goods (promotional/standard goods)?

A: [ ]Yes

[ ]No

Q: 4) If yes, how does the assignment of material groups to storage locations look?

A:

Q: 5) How does the assignment of warehouses to storage locations look?

A:

19.2.3. Shipping point

Questions:Q: 1) How many shipping points do you have?

A:

Q: 2) Are these used for different categories of merchandise?

A:

Q: 3) If so, how are the categories of merchandise assigned to the various shipping points?

A:

Q: 4) How are the shipping points assigned to warehouses (1:1, 1:X, X:1)?

A:

Q: 5) What is the relationship between a shipping point and the picking storage locations?

A:

19.2.4. Loading point

Questions:Q: 1) How many loading points do you have?

A:

Q: 2) What does the assignment of staging areas to loading points look like?

A:

Q: 3) What does the assignment of picking areas to loading points look like?

A:

19.2.5. Transportation planning point

Questions:Q: 1) How many transportation planning points do you have?

A:

Q: 2) How many responsibilities do these have?

A:

19.3. Warehouse

19.3.1. Warehouse

Questions:Q: 1) Is your warehouse split into separate stores?

A:

19.3.2. Storage type

Questions:Q: 1) Which different storage types do you have in your warehouses?

A:

19.3.3. Storage section

Questions:Q: 1) Into which storage areas are your storage types divided?

A:

Q: 2) What is the relationship between storage types and storage areas?

A:

19.3.4. Storage bin

Questions:Q: 1) Explain the storage bin structure in the individual storage types.

A:

19.3.5. Material staging area

Questions:Q: 1) How many material staging areas do you have in your warehouse?

A:

Q: 2) What is the relationship between material staging areas and storage types/storage areas?

A:

19.3.6. Door

Questions:Q: 1) How many doors do you have in your warehouses?

A:

Q: 2) How are these assigned to the material staging areas?

A:

19.4. Customer

19.4.1. Customer

Questions:Q: 1) Which types of business partner do you have? For example, sole proprietor, legal person, employees, foreign, other?

A:

Q: 2) How many active customers do you intend to transfer to your R/3 System?

A:

Q: 3) Which department(s) are responsible for the maintenance of customer data?

A:

Q: 4) If more than one department, describe the responsibilities of each?

A:

Q: 5) Describe your partner functions in detail.

Explanation: SAP partner functions are used to determine all possible functions that a business partner can take on (for example, the ordering party - sold-to party, the recipient of goods - ship-to party, and the party that has to pay - payer).

A:

Q: 6) Which partner functions are used for the different sales documents?

A:

Q: 7) Do your customers have multiple ship-tos and payers?

A: [ ]Yes

[ ]No

Q: 8) Do you maintain sales prospects?

A: [ ]Yes

[ ]No

Q: 9) Do you have one-time customers?

A: [ ]Yes

[ ]No

Q: 10) Do you have vendors who are also customers?

A: [ ]Yes

[ ]No

Q: 11) Describe the structure of your current customer numbering scheme.

A:

Q: 12) Do you assign customers to industry sectors?

A:

Q: 13) Do you want to record any specific marketing information (for example, Nielsen IDs, customer classification)?

A:

Q: 14) Do you group customers according to any of the following criteria?

A:

Q: 15) Will you record contact-person information on your customers?

A:

Q: 16) Does your customer allow you to combine different sales orders into one delivery?

A: [ ]Yes

[ ]No

Q: 17) Does your customer allow partial deliveries?

A:

Q: 18) If you have multiple plants, is your customer normally supplied by a specific plant?

A: [ ]Yes

[ ]No

Q: 19) Define your customer delivery priority levels and explain the assignment process.

A:

Q: 20) Are there special shipping conditions for your customer?

A:

Q: 21) Do you record foreign trade customers who are placed on an export control list to possibly deny deliveries to them?

A: [ ]Yes

[ ]No

Q: 22) Do you use customer-specific calendars and/or goods receiving hours?

A:

Q: 23) What are your terms of payment for your customers?

A:

Q: 24) Are there any discounts linked to terms of payment, such as cash discounts?

A:

Q: 25) Do you have sales documents in foreign currencies? Describe how the exchange rate is calculated.

A:

Q: 26) What kind of payments do you get from your customer?

A:

Q: 27) Are reminders sent? How long is the waiting period?

A:

Q: 28) What Incoterms will your customers use (for example, FOB, free domicile)?

A:

Q: 29) What texts do you maintain at a customer level?

A:

Q: 30) Which texts are used for the different sales documents (for sales, shipping, billing)?

A:

Q: 31) Describe any other information relevant to customers.

A:

Q: 32) Do you use the same structure of customer master records in all departments?

A: [ ]Yes

[ ]No

Q: 33) Do you ever need to block a customer for sales processing? If so, describe the process in detail.

A:

Q: 34) How will you determine/select a customer for processing (matchcode)?

A:

Q: 35) Do you maintain customer data in an external system?

A: [ ]Yes

[ ]No


Questions:Q: 1) List the storage locations that you will need for each Plant.

A:

Q: 2) Will negative Stocks be allowed in any storage locations? If yes, specify the storage locations.

A:

Q: 3) Are there any stocks in your company that you own, but that are not stored in your company physically?

A:

Q: 4) Explain your strategy(s) regarding material receiving and product picking.

A:

Q: 5) Do you need to check the capacity of your location?

A:

Q: 6) Does each part have a unique location or can they be stored anywhere?

A:

Q: 7) EH&S: Are your hazardous substances stored in separate storage locations (i.e. does anything prevent you from storing them together)? How many hazardous substance warehouses are there in each plant?

A:

Q: 8) EH&S: Do you assign the hazardous substance warehouses their own picking areas if you distinguish between: - one hazardous substance warehouse, many storage locations, one picking area - many hazardous substance warehouses, many picking areas - other?

A:

19.4.3. MRP controller


A:

Q: 2) Is someone responsible for MRP in networks? (If yes, enter an MRP controller.)

A:

19.5. Purchasing

19.5.1. Purchasing organization

Questions:Q: 1) Describe the structures and tasks of your Purchasing department in detail.

Explanation: For example, locations, departments, articles to be procured, and services services

A:

Q: 2) At what level is procurement and / or negotiations with your vendors carried out ?

A:

Q: 3) If you use decentralized procurement/negotiations, name these decentralized points.

Explanation: Your answer can provide information on the purchasing organizations required. required.

A:

Q: 4) If procurement and/or negotiations with vendors should take place both centrally and decentrally, describe more precisely how the tasks are to be distributed.

A:

Q: 5) For which organizational units is the Purchasing master data stored in the system?

Explanation: Purchasing master data includes, for example, purchasing info records, purchasing vendor masters, and purchasing conditions. Your answer can provide information on the purchasing organizations required.

A:

Q: 6) Should one of the procuring business units (purchasing organizations to be defined) be able to procure for sites in more than one company code?

Explanation: If so, the purchasing organization may not be assigned to a company code. code.

A: [ ]Yes

[ ]No

Q: 7) Are you planning to create central outline agreements?

Explanation: You need to define a central purchasing organization that can procure for all sites. for all sites.

A: [ ]Yes

[ ]No

Q: 8) If you want to use purchase contracts, is a purchase contract to apply always for all sites of a purchasing organization or only one site?

Explanation: If your answer is no (that is, an outline agreement applies to one group of sites), you should consider setting up several purchasing organizations. should consider setting up several purchasing organizations.

A: [ ]Yes

[ ]No

Q: 9) Do you have different gross delivered prices when you procure an article from a single vendor for different business units in one client?

Explanation: You have to name the price negotiation levels. If the prices (PB00) are handled at a level other than the entire company or site (for example, regions), you need more than one purchasing organization. You should also analyze the process.

A:

Q: 10) Are you in the situation that different purchasing conditions (discounts, surcharges...) apply for a group of plants?

Explanation: If so, the customer should describe the scenario more precisely (for example, criteria, reasons for pool formation). The customer can then check whether the requirements could be met using "local" purchasing organizations that reference another purchasing organization for everything else. Site groups not available as storage level for purchasing conditions. conditions.

A:

Q: 11) If you want to use the vendor evaluation function, what is to be the highest level for evaluating the services of your vendor?

Explanation: The highest level of vendor evaluation is the purchasing organization, this means that if the customer decides to use more than one purchasing organization and a vendor supplies more than one purchasing organization, the system creates separate vendor evaluations. vendor evaluations.

A:

Q: 12) Name the purchasing organizations that are to be defined.

A:

Q: 13) Based on the considerations made so far, do you require more than one purchasing organization?

Explanation: If so, should the system check whether it makes sense to use the reference purchasing organization construct for reasons of performance and ease of maintenance. Another use of this function is central rebate arrangements (subsequent settlement).

A: [ ]Yes

[ ]No

Q: 14) If you are going to use the reference purchasing organization, you must list which purchasing organizations are to be used as the reference for which and which data is to be referenced

Explanation: Contracts, conditions, purchasing info records, and vendor master records can be referenced. referenced.

A:

19.5.2. Purchasing group

Questions:Q: 1) Will purchasing groups represent individual buyers or groups of buyers?

Explanation: The decision depends on whether evaluations of individual buyers are necessary. In addition, the telephone number and fax number of the purchasing group are transmitted on the standard form. The purchasing group is also an authorization object. Apart from the purchasing area (see below), there is no assignment between the purchasing area and the purchasing organization. the purchasing organization.

A:

Q: 2) List the purchasing groups that are to be defined.

Explanation: If the customer wants to evaluate the individual buyers, you need to create a list of all the buyers. Otherwise, you should create a list of the purchasing groups to be created. groups to be created.

A:

19.5.3. Purchasing area

Questions:Q: 1) Do you want to use a further organizational level for analyses between the purchasing organization and purchasing group level?

Explanation: No data is maintained at purchasing area level. It can be used for analysis purposes, for example analysis of the area of responsibility of a buying manager. of a buying manager.

A: [ ]Yes

[ ]No

Q: 2) If yes, name the areas to be defined and the purchasing groups for a purchasing organization.

A:

19.6. Sales

19.6.1. Distribution chain

Questions:Q: 1) Give a detailed description of your sales structures.

Explanation: For example, site categories, forms of retailing. May indicate the number of distribution chains that have to be set up. The distribution chains should be set up on a level on which a number of sites can maintain common sata, such as assortments, sales prices, assortment grades and customer information. grades and customer information. grades and customer information.

A:

Q: 2) Does your company operate as a retailer and a wholesaler?

Explanation: Retailing and wholesaling (including mail order, for example) should be created as separate distribution chains.

A: [ ]Yes

[ ]No

Q: 3) At which level in your company do you want to maintain sales prices in your system?

Explanation: May indicate the number of distribution chains that have to be set up. The highest level for Pricing in the standard system is the distribution chain. Note: No new distribution chains have to be created for slight differences between site groups. Site price lists (below the distribution chain) can be used instead. distribution chain) can be used instead. distribution chain) can be used instead.

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Q: 4) If you will be listing your assortments via integrated article maintenance, describe the level at which you want to maintain your assortments.

Explanation: The response indicates the number of distribution chains that have to be set up. In Retail, the highest level is either the client or the distribution chain (the level immediately below client level). For listing using manual modules and/or the layout workbench, the distribution chain has no significance. distribution chain has no significance.

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Q: 5) Will you be working with assortment grades and need a number of different assortment grade rules?

Explanation: Example: One group of sites has 6 different assortment grades (A,B,C,D,E,F), while another group has only three (1,2,3). This can be mapped by two different distribution chains using listing procedures with different listing algorithms.

A: [ ]Yes

[ ]No

Q: 6) Do you want to carry one particular article in different sales units (i.e. with the same article number)?

Explanation: A sales unit is defined for each distribution chain. This sales unit is used as a default for many SD functions (such as Pricing). used as a default for many SD functions (such as Pricing). used as a default for many SD functions (such as Pricing).

A: [ ]Yes

[ ]No

Q: 7) Do you want to have separate sets of sales and distribution data for different business units in your wholesale business with customers?

Explanation: If yes, this requires a number of different distribution chains to be created.

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Q: 8) On which level do you want to create sales analyses?

Explanation: The distribution chain is a level on which analyses are run. Analyses can, however, be set up for various other levels, such as site group level. level.

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Q: 9) Do you want more than one distribution channel to be set up below the sales organization level?

Explanation: In view of performance and ease of maintenance, you should check whether reference distribution channels can be used to any great extent. If they can, make a note of the distribution channels for which each reference distribution channel is to be used. Note: If you choose to use reference distribution channels, you cannot create any master data of your own. create any master data of your own. create any master data of your own. create any master data of your own.

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Q: 10) Specify how each distribution chain is to be created with which distribution chain category.

Explanation: Distribution chain categories determine whether the sales price is calculated with or without tax and whether the default sales unit is taken from the sales unit or the delivery unit defined in the article basic data. For the retail distribution chain category, only reference sites are available for each distribution chain (for article logistics data). available for each distribution chain (for article logistics data). available for each distribution chain (for article logistics data). available for each distribution chain (for article logistics data).

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Q: 11) Do you want to calculate sales prices on two levels (vendor -> DC -> site)?

Explanation: If yes, two different distribution chains must be set up, i.e. the distribution chains have to be grouped together in a separate distribution chain. If the customer wants to calculate sales prices on more than two levels, a separate distribution chain has to be set up for each additional level. up for each additional level. up for each additional level.

A: [ ]Yes

[ ]No

19.6.2. Sales organization

Questions:Q: 1) Name the sales organizations which should be set up

Explanation: With retailers, enterprise entities which correspond to sales organizations are often not identifiable in reality. Retailers often only differentiate their business according to distribution lines. Therefore, often only few sales organizations (often one is enough) and many distribution channels are defined. As a rule, a new sales organization is defined per country (or currency). Several sales organizations could also be interesting as an additional evaluation level. However, you should note that the concept for the reference distribution channels cannot then be used! reference distribution channels cannot then be used! reference distribution channels cannot then be used!

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Q: 2) Which sales organization should be assigned to which company code?

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Q: 3) Do you want to assign a sales organization, which is assigned to another company code as the site iteself, to sites?

Explanation: This is not critical! In such a distribution chain, you are best to assign the sales organization to the "main" company code or, if none exists, to a dummy company code. The site company code always retrieves for the POS transactions. If you work with sales orders in this distribution chain, you should also refer to the SAP note 99641. also refer to the SAP note 99641. also refer to the SAP note 99641.

A: [ ]Yes

[ ]No

19.6.3. Distribution channel

Questions:Q: 1) Which different distribution channels (for example, direct sales, retail trade, Cash & Carry etc.) do you use to sell your products?

Explanation: Note on number of distribution channels to be created. The distribution channel is not relevant for the data retention level, but the combination with the sales organization (distribution chain) is always relevant. relevant. relevant.

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19.6.4. Sales area

Questions:Q: 1) Note for Retail: In Retail-specific functions, it is never the sales area, but always the sales line which is the data retention level

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19.6.5. Sales office

Questions:Q: 1) How do you wish to use the sales offices?

Explanation: can be used as evaluation level. can be used as evaluation level.

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Q: 2) Name the sales offices to be created, and enter which sales offices should be assigned to which sales areas

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19.6.6. Sales group

Questions:Q: 1) How do you want to use the sales groups?

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Q: 2) Name the sales groups to be created, and enter which sales groups should be assigned to which sales offices

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20. Supply Chain Manager

Questions:Q: 1) Did you establish and apply this role already in the past within your planning (please check for details the corresponding role description) ?

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Q: 2) Who was responsible for this task ?

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Q: 3) Do you want to strengthen or invent this role in the future ? Please explain in detail the (new) duties and the planners profile.

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Q: 4) Please identify in general who could be responsible for this task in the future.

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21. Demand Manager


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22. Supply Chain Planner


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23. Strategic Planner


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24. Demand Chain Planner


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25. Marketing Manager


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26. Key Account Manager


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27. Sales Representative


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28. Production Planner


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29. Line Planner / Supervisor


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30. Transportation Planner


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31. Vehicle Scheduler


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32. Procurement Planner


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33. Cross-Application/Central Organizational Units

33.1. Company

Questions:Q: 1) Do you want to structure the company into one or more separate legal entities?

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Q: 2) Do you have foreign companies?

A: [ ]Yes

[ ]No

Q: 3) Which companies are going to work with which chart of account?

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Q: 4) In which currencies are the transactions posted in the companies?

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Q: 5) Are all companies managed in FI company codes, and is FI integration used?

A: [ ]Yes

[ ]No

Q: 6) In which form and at which dates do you receive the financial data reported by the individual companies? Consider changes to the current flow of financial data collection.

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Q: 7) Does the divestiture of a company entail a reclassification to another consolidation group, or is this a final consolidation?

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33.2. Credit control area

Questions:Q: 1) On which level do you perform credit control? On company code level, cross-company code level or a lower level? (Inte gration)

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Q: 2) What is the default credit limit for your customers?

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Q: 3) If you are not using SAP's Sales and Distribution component, how will you perform credit checks and which actions will they trigger?

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33.3. Company Code

Questions:Q: 1) Which legal entities (company codes) will you have and in which countries?

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Q: 2) What are the legal reporting requirements that these companies have to comply with?

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Q: 3) Which companies are required to use a statutory chart of accounts for the rendering of accounts?

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Q: 4) Do all companies use the same transaction chart of accounts?

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Q: 5) Will a different chart of accounts be used for consolidation purposes?

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Q: 6) Identify legal entities holding minority interest.

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Q: 7) Specify the different levels of consolidation (for example, by country, by region).

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Q: 8) Are there any transactions that have to be included, when these segments are consolidated?

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Q: 9) Identify the legal entities that should be excluded from the consolidation process. Please specify why they have to be excluded.

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Q: 10) For which enterprise entities that are not independent legal entities do you require subledgers (accounts payable, accounts receivable, asset accounting, other)? ed assets per strategic business unit. ).

Explanation: for example, assets by strategic area

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Q: 11) Which functions will be performed on a cross-company level?

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33.4. Business Area

Questions:Q: 1) For which enterprise entities do you wish to create individual internal balance sheets and/or income statements or other internal reports? Please provide details of your reporting requirements.

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Q: 2) Are there entities within your enterprise that are not independent legal entities, but that you treat as independent legal entities?

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Q: 3) Do you have to structure your legal reporting as one line of business or as multiple lines of business?

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Q: 4) Does the enterprise have to create public financial statements for business segments (e.g. FAS-14 in the USA)? If yes, does this affect both the income statement and the balance sheet?

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33.5. Functional area

Questions:Q: 1) Do you need to structure the income statement according to functional areas (cost of sales accounting) such as production, sales, marketing?

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Q: 2) Which functional areas do you use for your rendering of accounts?

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Q: 3) How do you determine functional areas? For example, do you derive them from the cost centers?

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33.6. Financial management area

Questions:Q: 1) Which financial management (FM) areas do you want to use?

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33.7. Controlling Area

Questions:Q: 1) Are you using one centralized controlling system or do you follow a decentralized approach with several independent controlling systems? i

Explanation: Controlling system -> "system" here refers to the organizational view; decentralized approach -> "decentralized" means that management views your organization as a group of independent units

sap qadb organization structure

Documents

sales group177

sales organization2411

sales group208

sales organization198

sales organization166

sales office208

sales office176

sales area166