tasd40 sales and distribution - part i

TASD40 Sales and Distribution - Part I

Copyright

Course Prerequisites

Target Group

Course OvervieWKM1

Course Goals

Section Overview

Content: SAP Overview

Content: Sales

Content: Sales Specials

Content: Pricing

Content: Cross Functional Techniques

Content: Shipping

Content: Billing

Content: Transportation

Content: Credit/Risk Management

Content: Special Business Transactions

Content: Logistic Information System

Content: Business Information Warehouse

Content: ASAP

Partner Academy

Partner Academy Mission

Advantages of Partner Academy

The Certified Consultant

Certification Areas for Consultants

Becoming a Certified Consultant

Partner Academy Knowledge Path

Goals of the Different Training Offerings

Section: SAP Overview

Content: SAP Overview

Introduction to SAP

Introduction to SAP: Contents/Objectives

Our Commitment

SAP Organization

SAP Cooperation with Partners - A Selection

SAP Delivers on Promises and Customer Needs

Extend the Reach - The EnjoySAP Initiative

Extend the Reach - Old R/3 Purchasing

Extend the Reach - New R/3 Purchasing

Extend the Reach - Role-Specific Scenarios

Extend the Reach - More Role-Specific Scenarios

Introduction to SAP: Unit Summary

Basis

Basis: Contents/Objectives

Client/Server Benefit

Business Transactions

SAP Business Objects

Definition of a BAPI

The Business Framework

The SAP Business Framework

Distributed Applications

Application Link Enabling (ALE)

Basis: Unit Summary

SAP Services

SAP Services: Contents/Objectives

SAP Service & Support Infrastructure

Business Processes: Overview

Business Processes: ASAP Methodology

Business Processes: Implementation Guide (IMG)

Business Processes: IMG Tasks

Business Processes: Accelerated Solutions

Lifecycle Support: Remote Services

Online Service through SAPNet

SAP Services: Summary

Co-operative Business Scenarios

Co-operative Business Scenarios: Contents/Objectives

SAP Customer Relationship Management

CRM Architecture - Sales Example

Supply Chain Planning and Optimization

Integration of APO with R/3 and SAP BW

Business to Business Procurement

Procurement Process for Material

Catalogs

Component Architecture

SAP BW provides...

Multiple Ways of Delivering Your Knowledge

Co-operative Business Scenarios: Unit Summary

mySAP.com

mySAP.com: Contents/Objectives

SAP’s Major Internet Initiatives

The Strategy: From Integration to Collaboration

mySAP.com: What does it mean?

Our Focus Yesterday

Our Focus Today

Workplace Internet Business Framework

mySAP.com Workplace - Benefits

Marketplace Portal for Business Communities

Buying and Selling on the Marketplace

mySAP.com Marketplace - Benefits

mySAP.com: Summary

Navigation

Navigation: Unit Objectives

Logging on to the R/3 System

Screen Elements

SAP Easy Access - Standard

Selecting Functions...

Role-Based User Menu

Field Help - F1, F4

SAP Online Help

System Functions - Services

System Functions - User Profile

Navigation: Unit Summary

Exercises

Solutions

System-wide Concepts

System-wide Concepts: Contents/Objectives

Business Scenarios - Main Elements

Enterprise Structure Terminology

Organizational Structures - Levels

Organizational Structures - Business Functions

Master Data - Customer Master

Customer Master - General and Financial Data

Customer Master - Sales Data

Master Data - Material Master

From Documents to Analysis

Reporting on Online Transactions

Information Systems Structure

System-wide Concepts: Unit Summary

Section: Sales

Content: Sales

Enterprise Structures in Sales and Distribution

Enterprise Structures: Objectives

Enterprise Structures: Business Scenario

Enterprise Structures in the SAP R/3 System

How SD Is Integrated in the R/3 System

How SD Is Integrated in Financial Accounting

Organizational Structures in Sales

Sales organization

Distribution channel

Division

Sales area

Sales office and sales group

Plant

Assigning Sales Organizations and Plants

Enterprise Structures: Summary

Data Used in the Exercises

Exercises

Solutions

Overview of Sales Processes

Unit Objectives

Sales Processes: Overview Diagram

Sales Processes: Business Scenario

Pre-Sales Activities

Sales Order Processing

Procurement

Shipping

Billing

Payment

Documents in Sales and Distribution

Creating an Order

Sales Document Structure

Creating an Outbound Delivery

Structure of Delivery Document

Picking

Posting Goods Issue

Creating a Billing Document

Billing Document Structure

Effects of Billing Document

Document Flow in the SAP System

Document Flow at Item Level

Sales Processes: Summary

Exercises

Solutions

Master Data in Sales and Distribution

Topic Objectives

Master Data: Overview Diagram

Unit Business Scenario

Data Origin in Sales Documents

Customer Master

Data on the General Data Tab Pages

Data on the Sales Area Data Tab Pages

Partner Functions in the Customer Master

Data on the Company Code Data Tab Pages

Effects of Changes in the Customer Master

Material Master

Data on the Sales Tab Pages

Cross-Division Sales

Division-Specific Sales

Customer - Material Information Record

Order Entry using the Customer-Material Information

Output

Incompletion Log

Condition Master

Condition Master Records in Pricing

Pricing in Sales Orders

Common Master Data - Distribution Channels

Common Master Data - Divisions

Master Data: Unit Summary

Master Data in Sales and Distribution - Exercises

Master Data in Sales and Distribution - Solutions


Sales Order Processing: Objectives

Sales Order Processing: Business Scenario

How Sales Order Processing is Integrated in SD

Overview: Sources for Document Data

Sales Order Entry - Deriving the Sales Area

Proposing Order Data from Master Data

Business Partners from the Customer Master

Proposing Order Data from the Customer Master

Business Data

Proposing Plants Automatically

Sales Summary

Overview: Changing Sales Documents

Blocks

Reject

New Pricing in Sales Document

Change Sold-to Party in Sales Document

Sales Order Processing: Summary

Exercises

Order Processing - Solutions

Sales from Stock - Available

Unit Objectives

Overview Diagram of Processes with Stock

Processes with Stock: Business Scenario

Sales Document Types

Sales Document Functions

Determining the Delivering Plant Automatically

Shipping Point

Route

Determining the Shipping Point Automatically

Determining the Route Automatically

Delivery Scheduling

Transportation Scheduling

Backward Scheduling

Forward Scheduling

Collective Processing in Shipping

Outbound Delivery Options

Picking in Shipping Processing

Collective Processing in Picking

Picking Options

Collective Processing for Posting Goods Issue

Collective Processing in Billing

Billing Options

Worklists

Summary

Sales Processes with Available Stock - Exercises

Exercises

Sales Processes with Available Stock - Solutions

Solutions

Controlling Sales Documents with Sales Document Types

Sales Document Type: Objectives

Sales Document Type: Business Scenario

Controlling Business Processes in Sales

Basic functions

Functions in the Sales Document Type

Changing the Sales Document Type

Order Types Permitted for Sales Areas

Exercises

Solutions

Controlling Sales Documents with the Item Category

Item category: Objectives

Item category: Business Scenario

Examples of Item Categories

Item Category Functions

Controlling the Items in the Sales Document

Item Category Determination in the Standard Order

Sub-items

BOMs: Example: Computer

Exploding Bills of Material in Sales Documents

Item category: Summary

Exercises

Solutions

Controlling Sales Documents with Schedule Line Categories

Schedule line category: Objectives

Schedule line category: Business Scenario

Examples of Schedule Line Categories

Schedule line category

Controlling Schedule Lines in Sales Documents

Assignment: Schedule Line Category to Item Category

Exercises

Solutions

Data flow

Data Flow: Objectives

Data Flow: Business Scenario

Create with Reference: Dialog

Create with Reference: Item Selection (1)



Create with Reference: Copy

Document flow - List

Copying Control in SD

Copying Control for Sales Documents

Copying Requirements

Completion rule and Reference status

Data Flow: Introduction: Summary

Exercises

Solutions

Data Used in the Exercises

Organizational units

Data Training system

IDES system

Comments

Company code 1000 1000

Sales area 1000/10/001000/12/00

1000/10/001000/12/00

Z000/Z0/00

1000/10/00

Additionally configured

Plant 1000 1000

1200

1400

1200

1400

Shipping point 1200 1200

Account group


IDES system

Comments

Account group ZK## 0001 External number assignment

You must allow assignment of the new account group to partner roles AG, WE, RG, and RE in partner control.

Sales document type


IDES system

Comments

Order type ZA## OR

Customer master

Training IDES Comments

system system

T-S62A## 2006 AccGrp: 0001 SA: 1000/10/00

T-S62B## 2007 AccGrp: 0001 SA: 1000/10/00

T-S62C## 2006 AccGrp: ZK## SA: 1000/10/00

T-S62D## 1172 AccGrp: 0001 SA: 1000/14/00

T-S62E## 2006 AccGrp: 0001 SA: 1000/10/00

T-S62F## 2006 AccGrp: 0002 SA: 1000/10/00

T-S50A## 2300 AccGrp: 0001 SA: 1000/12/00

AccGrp: 0001 SA: 1000/12/00

Legend: AccGrp: Account group SA: Sales area (Sales organization/Distribution channel/Division)

Personnel master record


IDES system

Comments

Personnel master record

1701## 1701

Material master

Training IDES Comments

system system

T-AS1## 1400-100 MtType: HAWA Industry: M Plant: 1000 SL: 1000/12




T-AS5## 1400-400 MtType: HAWA Industry: M Plant: 1000 SL: 1000/12Plant: 1400

T-FS1## 1400-700 MtType: FERT Industry: M Plant: 1000 SL: 1000/12



T-AS9## PK-096 MtType: VERP Industry: M Plant: 1000 SL: 1000/12

T-ATA## M-10 MtType: HAWA Industry: M Plant: 1200 SL: 1000/10

T-ATB## M-11 MtType: HAWA Industry: M Plant: 1200 SL: 1000/10

T-ATC## M-12 MtType: HAWA Industry: M Plant: 1200 SL: 1000/10

T-ATD## M-13 MtType: HAWA Industry: M Plant: 1000 SL: 1000/10 Plant 1200

T-ATE## M-14 MtType: HAWA Industry: M Plant: 1200 SL: 1000/10

T-ATF##

R-1120 MtType: HAWA Industry: M Plant: 1200 SL: 1000/10

T-ATG##

R-1130

MtType: HAWA Industry: M Plant: 1200 SL: 1000/10

T-FUA## R-1001 MtType: FERT Industry: M Plant: 1200 SL: 1000/10

T-ZSA## I1000 MtType: DIEN Industry: M Plant: 1200 SL: 1000/10 SL: 1000/14

WKM1 New MtType: HAWA Industry: M Plant: 1200 SL: 1000/10 MtItem: VCIT

Legend: MtType: Material type SL: Sales line (Sales organization/distribution channel) MtItem: Item category group

To enter sales documents with these materials, perform the following steps:

Maintain the material prices

Post stocks (movement type 561) or Check the availability with replenishment time (for example, checking group 01)

Enter the new material, WKM1, as a value contract material in Customizing of item category WKN.

Exercises

Unit: Enterprise Structures in Sales and Distribution

At the end of these exercises, you will be able to:

Describe the structure of the IDES company for sales and distribution

Set up your own enterprise structures for sales and distribution in the SAP system

You have joined the project team that is implementing the SAP System at your company.

As the employee responsible for sales, you need to familiarize yourself with the structure that has already been created and verify the settings.

You will expand the existing enterprise structure for your sales organization to include the new distribution channel e-Sales.

The required settings are located in the Implementation Guide (IMG) under the IMG node for Enterprise Structure. You can find

some of the organizational data in Sales and Distribution and other data in the Financial Accounting and Logistics - General areas.

DATA SHEET

Enterprise Structures

Organizational units Key Description

Sales organization 1000

Distribution channel Final customer sale

Service

Division Cross-division

Sales office

Sales group

Company code

Plant 1200

1-1 The project team has already modeled your company’s organizational structure in the R/3 System. Familiarize yourself with the organizational units that have been set up to model your company’s organizational structure. Complete the Enterprise Structures data sheet as appropriate.

1-1-1 What is the description of your sales organization 1000? Which currency is used to update the statistics? What is the address?

Description: _________________________________ Statistics currency: Name: _________________________________ Address: __________________________________________________________________

1-1-2 Which distribution channels have been defined for Final customer sale and Service?

Distr. channel: _________________________________ Distribution channel: _________________________________

1-1-3 Which division has been created for cross-division sales?

Division: _________________________________

1-2 Familiarize yourself with the enterprise structures that are relevant for sales that have been configured as organizational structures. Complete the Enterprise Structures data sheet as appropriate.

1-2-1 The organizational units determined above have been used to configure various sales areas for your sales organization 1000.Which sales areas have been defined?

Sales organization Distribution channel

Division

Sales area 1000

Sales area 1000

1-2-2 Determine the sales offices responsible for managing sales in sales area 1000 / 10 / 00.

Sales office: Sales office: Sales office: _________________________________

1-2-3 Add some examples of the sales groups assigned to the sales offices listed above.

Office: ________________ Sales group: __________________ Sales group: __________________

Office: ________________ Sales group: __________________ Sales group: __________________

1-2-4 Which company code does your sales organization belong to?

Company code: _________________________________

Which currency is defined for this company code?

Currency: _________________________________

1-2-5 Enter the delivering plants that are assigned to sales organization 1000 and distribution channel 10 in your data sheet.

Delivering plant: Delivering plant: Delivering plant: Delivering plant: _________________________________

2-1 Optional

To meet their goal of establishing new, modern sales possibilities, your management board has approved a project for establishing e-

Sales as a new sales channel at your company. Management wants to be able to track the sales and revenues from these transactions separately, and pricing procedures that are different from all other sales processes must be possible.

Configure the new organizational units you need.

2-1-1 Define a new distribution channel for e-sales.

Please use the Define distribution channel function, NOT Copy, delete, check distribution channel.

Background:

The Define distribution channel function (only) creates a new distribution channel. The much more powerful function Copy, delete, check distribution channel allows you to copy all of the distribution channel-specific settings from the template. You can also perform this synchronization later. This function is extremely useful and efficient in projects. In this course, however, you are responsible for performing the corresponding Customizing steps yourself.

Distr. channel: Y = 70 + ## (for group 19, for example: Y = 70 + 19 = 89) Description: e-Sales ##

2-1-2 An independent staff is being trained to process the orders received through e-Sales. Organizationally, these employees will be grouped together in a sales office. Set up the new sales office Ze## eOffice ## for this group. Use sales office 1000 as a template.

2-2 Optional

Enhance the existing sales organization structures by integrating new organizational units.

2-2-1 Assign the new distribution channel to your sales organization 1000.

2-2-2 Build new sales areas with your sales organization, Z000, the new distribution channel, and divisions 00, 01, and 07.

2-2-3 Make sure that deliveries for orders from the new sales areas can take place at your distribution centers at the Hamburg, Dresden, and Stuttgart plants.

2-2-4 Configure Customizing so that orders entered for your new sales area, Z000 / Y / 00, can be assigned to your new sales office ZE## eOffice ## as the responsible internal organizational unit.

Solutions

Unit: Enterprise Structures in Sales and Distribution

DATA SHEET

Enterprise Structures

Organizational units Key Description

Sales organization 1000 Germany Frankfurt

Distribution channel 10 Final customer sales

14 Service

Division 00 Cross-division

Sales office 1000 Office Hamburg

1010 Office Frankfurt

1030 Office Stuttgart

Sales group (example) 1000 / 100 Gr. F1 Mr. Anton

1000 / 101 Gr. F2 Mr. Mayer

1010 / 110 Gr. H1 Mr. Thomas

1030 / 130 Gr. S1 Ms. Chmiel

Company code 1000 IDES AG 1000

Plant 1200 1000 1100

1300

Dresden

Hamburg

Berlin

Frankfurt

1-1 Go to the SAP Reference IMG and navigate to the definition of the organizational units. Complete the Enterprise Structures data sheet as appropriate.

Tools Accelerated SAP Customizing Edit Project

Choose SAP Reference IMG

Enterprise Structure Definition

1-1-1 Find the definition of sales organization 1000.

Sales and Distribution Define, copy, delete, check sales organization . .

Choose Define Sales Organization.

Description: Germany Frankfurt Statistics currency: UNI

Choose Address.

Name: IDES Deutschland - Frankfurt Address: Friedrich-Naumann-Straße 1660486 Frankfurt/M

1-1-2 Find the description of the distribution channels.

Sales and Distribution Define, copy, delete, check distribution channel

Choose Define distribution channel.

Distr. channel: 10 Final customer saleDistribution channel: 14 Service

1-1-3 Find the description of the division.

Logistics – General Define, copy, delete, check division

Choose Define division.

Division: 00 Cross-division

1-2 Navigate to the assignment of the organizational units to enterprise structures. Complete the Enterprise Structures data sheet as appropriate.

Enterprise structure Assignment

1-2-1 Go to the assignment of sales areas.

Sales and Distribution Set up sales area

Sales organization Distribution channel

Division

Sales area 1000 10 00

Sales area 1000 14 00

1-2-2 Go to the assignment of sales offices.

Sales and Distribution Assign sales office to sales area

Sales office: 1000 Office Frankfurt Sales office: 1010 Office Hamburg Sales office: 1030 Office Stuttgart

1-2-3 Go to the assignment of sales groups.

Sales and Distribution Assign sales group to sales office

Office: 1000 Sales group: 100 Gr. F1 Mr. AntonSales group: 101 Gr. F2 Mr. MayerSales group: 103 Gr. F3 Mr. Ludwig

Office: 1010 Sales group: 110 Gr. H1 Mr. ThomasSales group: Gr. H2 Mr. Thiel

Office: 1030 Sales group: 130 Gr. S1 Ms. ChmielSales group: 131 Gr. S2 Mr. Kaysers

1-2-4 Go to the assignment of the company codes.

Sales and Distribution Assign sales organization to company code

Company code: 1000 IDES AG

Go to the definition of the company codes.

Enterprise structure Definition Financial Accounting Define, copy, delete, check company code

Choose Edit company code data.

Currency: UNI

1-2-5 Go to the assignment of plants in Sales and Distribution.

Enterprise structure Assignment Sales and Distribution Assign sales organization - distribution channel - plant

Delivering plant: 1000 Hamburg Delivering plant: 1100 Berlin Delivering plant: 1200 Dresden Delivering plant: 1300 Frankfurt

2-1 Optional

Create new organizational units for Sales and Distribution.

2-1-1 Create a new distribution channel Y eSales ## (Y=70 + ##).

Enterprise structure Definition Sales and Distribution Define, copy, delete, check distribution channel

Choose Define distribution channel.

Distr. channel: Y = 70 + ## (for group 19, for example: Y = 70 + 19 = 89) Description: eSales ##

2-1-2 Set up the new sales office Ze## eOffice ##.

Sales and Distribution Maintain sales office

Select sales office 1000 and choose Copy as...

2-2 Optional

Assign the new organizational units to the existing structure.

2-2-1 Assign the new distribution channel to your sales organization 1000.

Enterprise structure Assignment Sales and Distribution Assign distribution channel to sales organization

2-2-2 Set up the new sales areas.

Sales and Distribution Set up sales area

2-2-3 Assign delivering plants to the new distribution chain.

Sales and Distribution Assign sales organization - distribution channel - plant

2-2-4 Assign your new sales office Ze## eOffice ## to a sales area.

Sales and Distribution Assign sales office to sales area

Exercises

Unit: Overview of Processes in Sales and Distribution

- Pre-sales activities

- Sales order processing

- Procurement

- Shipping

- Billing

- Payment

At the conclusion of these exercises, you will be able to:

Create a simple sales order

Create an outbound delivery for a sales order Execute picking and post the goods delivery to an outbound

delivery Create a billing document for outbound delivery Enter an incoming payment for the customer

The sales process begins when the customer orders materials, and gives you the requested delivery date. Using this information, you can enter a sales order.

You then trigger the shipping activities at the appropriate time,so that the customer receives the material in time. To pick the material in the warehouse, you create a picking list. When the material leaves the warehouse, you post the goods issue to update stocks and values.

You then create a billing document and send the customer the invoice. Incoming payments are posted in accounting when the customer pays for the material.

1-1 Describe pre-sales activities.

1-1-1 In what part of the sales and distribution process do pre-sales activities take place?

__________________________________________________________

1-1-2 What tasks are involved in pre-sales activities?

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

2-1 Enter a sales order.

2-1-1 Create a standard order for the following customer purchase order.

Purchase Order

Customer: T-S50A##

Purchase order number: 4-211

Required delivery date: 10 days after today´s date.

MaterialQuantity

T-AS1## 10

T-AS2## 20

Choose Logistics Sales and Distribution Sales Order Create

Save the order and record the document number.

___________________________________

2-2 Display the sales order and familiarize yourself with the screen layout.

2-2-1 Display the previously entered sales order. Record the payment terms in the sales order header.

______________________________________________________

2-2-2 From which plant is item 10 delivered?

______________________________________________________

To display the plant for item 10, scroll to the right on the Sales tab page.

2-2-3 What is the net price for item 10 and item 20?

____________________________

____________________________

For example, if you scroll to the right on the Sales tab page, you see the net price for an item.

2-2-4 What is the delivery date in the schedule line for item 10?

_______________________________________________________

To display the schedule lines for the item, select item 10 and then choose Schedule lines for item.

2-2-5 What is the overall processing status for the sales order?

_____________________________________________

To display the overall processing status, select Display document flow.

3-1 Enter the outbound delivery.

3-1-1 Create an outbound delivery for the previous sales order.

Choose Logistics Sales and distribution Shipping and transportation Outbound Delivery Create Single Document With Reference to Sales Order. To enter the outbound delivery at an earlier date, set the selection date 20 days into the future. Use shipping point Z0##.

3-1-2 Switch to the Picking tab page and record the delivery quantity and picking quantity for the two items.

____________________________________________________

____________________________________________________

3-1-3 Save the delivery and record the document number.

______________________________________

3-2 Display the document flow for the outbound delivery.

3-2-1 What is the overall processing status for the sales order?

_____________________________________________

The overall processing status is in the document flow for outbound delivery. Choose Outbound delivery Display, and then Document flow.

3-2-2 What is the overall processing status for the outbound delivery?

____________________________________________

4-1 Display the inventory management for the material.

4-1-1 Before the materials leave the plant , and before the goods issue has been posted, display the stocks for Material T-AS1## in plant 1000.

Open a new session to track the stocks.

Inventory management is performed in materials management. Choose Materials management Inventory management Environment Stock Stock overview.

How many units are in stock?

____________________________________________

5-1 Pick the outbound delivery.

5-1-1 Create a transfer request as a basis for goods movement in the warehouse and to print the picking list. Enter the transfer request for the outbound delivery from the previous task: Warehouse number 010 Plant 1000 Foreground/Backgrnd darkAdopt pick. quantity 1

Choose Logistics Sales and distribution Shipping and transportation Picking Create transfer order Single document.

Note down the transfer request number.

_______________________________________

6-1 When picking has been performed, you can post the goods issue.

6-1-1 Change the outbound delivery. First, record the picking quantities that are in both items in the outbound delivery.

_________________________________

_________________________________

6-1-2 Post the goods issue. Choose Outbound delivery Change, and then Post goods issue.

7-1 Display the inventory management for the material.

7-1-1 Before the materials leave the plant , and before the goods delivery has been posted, display the stocks again for Material T-AS1## in plant 1000.

Switch to the second session, and choose Refresh. If you have deleted the second session, choose Materials management Environment Stock Stock overview.

How many units are now in unrestricted stock?

____________________________________________

8-1 Display the document flow for the outbound delivery.

8-1-1 What is the overall processing status for the outbound delivery?

_____________________________________________

The overall processing status is in the sales order document flow. Choose Outbound delivery Display, and then Document flow.

8-1-2 Which additional documents have been created for outbound deilvery?

_____________________________________________

8-1-3 Why is the status for the outbound delivery still being processed?

_______________________________________________________

8-1-4 Why are the transfer order and goods issue now completed?

______________________________________________________

_______________________________________________________

9-1 Enter the billing document.

9-1-1 Enter the billing document for the outbound delivery from the previous task:

Choose Logistics Sales and Distribution Billing Billing document Create

Save the billing document and note down the document number.

___________________________________

9-2 Display the billing document.

9-2-1 Check in the billing document header which company code the data has been posted for in accounting.

_______________________________

The company code is in the billing document header under the accounting data. Choose Billing documentDisplay, and select Display doc.header details.

9-2-2 Display the accounting document from the billing document and record which accounts have been posted to.

____________________________________

____________________________________

____________________________________

To display the accounting document, choose Billing document Display, then choose Accounting Overview, and then Accounting document.

9-2-3 Display the document flow for the billing document.

What is the overall processing status for the outbound delivery?

_____________________________________________

9-2-4 Which additional document has been generated by saving the billing document?

_____________________________________________

9-2-5 What is the overall processing status for the accounting document?

_____________________________________________

10-1* The customer pays the invoice. Enter the incoming payment from the customer for financial accouting.

10-1-1 Next, display the billing document to check the invoiced amount that the customer has to pay. The customer pays immediately, to claim a cash discount. Record the final amount and the cash discount amount.

___________________________________

___________________________________

Display the billing document. Check the pricing conditions in the billing document header.

Choose Billing document Display. Choose Pricing condition header

10-1-2 Enter the incoming payment. The customer pays the final amount of the invoice minus the cash discount.

The incoming payment is entered with: Document date: Today’s date Company code: 1000Posting date: Today’s date Currency: UNI

Bank dataAccount 100009Amount: see exercise 10-1Final amount minus cash discount

Open Item selection:Account: T-S50A##

To enter an incoming payment in financial accounting, choose: Accounting Financial accounting Accounts receivable Document entry Incoming payment. When enter this data, select Process open items.

The invoice can only be completed successfully when the values from both fields on the bottom right match: Amount entered and Assigned.

If several open items exist, you can deactivate these by double clicking on the amount field.

10-1-3 Display the document flow for the billing document again.

What is the overall processing status for the accounting document?

_____________________________________________

11-1 Questions about the overview of sales processes. -

11-1-1 Which steps do the processes in sales and distribution include?

_______________________________________

_______________________________________

_______________________________________

_______________________________________

_______________________________________

_______________________________________

11-1-2 Which function in the SAP system can you use to display the overall processing status and history for documents?

________________________________________

11-1-3 What are the three main components of a sales order?

__________________________________________

__________________________________________

___________________________________________

11-1-4 What are the two main components of an outbound delivery and a billing document?

_______________________________________

_______________________________________

11-1-5 What are the effects of posting a goods issue?

_______________________________________

_______________________________________

_______________________________________

_______________________________________

_______________________________________

11-1-6 What are the effects of creating a billing document?

_______________________________________

_______________________________________

_______________________________________

_______________________________________

_______________________________________

Solutions

Unit: Overview of Processes in Sales and Distribution

- Pre-sales activities


- Procurement

- Shipping

- Billing

- Payment

1-1-1 Pre-sales activities, such as inquiries and quotations, take place at the start of the sales processes, before the sales orders have been processed.

Customer sales activities, for example visits or telephone calls,can also take place at any time. You can enter them into the system and manage them accordingly.

1-1-2 Pre-sales activities include:

Updating customer contacts Mailing lists Customer Inquiry Processing and Quotation Processing

2-1-1 Logistics Sales and distribution Sales Order Create

Choose Save.

The document number is assigned by the system.

2-2-1 LogisticsSales and distribution Sales Order Display

Terms of payment: ZB01. The payment term is on the Sales tab page.

2-2-2 From plant 1000

For example, if you scroll to the right, you see the delivering plant for the item on the Procurement or the Sales tab page.

2-2-3 Net price item 10: 60 UNI per piece

Net price item 20: 30 UNI per piece

For example, if you scroll to the right on the Sales tab page, you see the net price for an item.

2-2-4 Delivery date: Corresponds to the requested delivery date in 10 days.

To display the schedule lines for the item, select item 10 and then choose Schedule lines for item.

2-2-5 Overall processing status: open

The overall processing status is in the sales order document flow. Select Display document flow.

3-1-1 Logistics Sales and distribution Shipping and transportation Outbound Delivery Create Single Document With Reference to Sales Order

To enter the outbound delivery at an earlier date, set the selection date 20 days in the future. Use shipping point Z0##.

3-1-2 Select the Picking tabe page.

Delivery quantity Picking Quantity

Item 10 10 0

Item 20 20 0

3-1-3 Choose Save.


3-2-1 Logistics Sales and distribution Shipping and transportation Outbound delivery Change Single document

Select Display document flow.

Standard order: Overall processing status: completed

3-2-2 Outbound delivery: Overall processing status: open

4-1-1 Logistics Materials management Inventory management Environment Stock Stock overview

There are 100 units in stock in plant 1000.

5-1-1 Logistics Sales and distribution Shipping and transportation Picking Create transfer order Single document



Picking Quantity

Item 10 10

Item 20 20

6-1-2 Choose Post Goods Issue.

7-1-1 Switch to the second session, and choose Refresh.There are 90 units in stock in plant 1000.


Choose Document flow

Outbound delivery: Overall processing status: being processed

8-1-2 WM-transfer orders and goods for outbound delivery

8-1-3 The subsequent billing document has not yet been entered for outbound delivery. The document retains the status being processed until shipping processing is completed with the creation of the billing document.

8-1-4 The transfer request and goods delivery are part of the outbound delivery. Both steps are completed.

9-1-1 Logistics Sales and distribution Billing Billing document Create

Choose Save.


9-2-1 Logistics Sales and distribution Billing Billing document Display

Choose Display doc. header details.

Company code 1000

9-2-2 Choose Accounting Overview

Select the accounting document.

The following accounts have been posted to:

The customer account Motomarkt HeidelbergDomestic Net Sales (per item)Output tax



Outbound delivery: Overall processing status: completed

9-2-4 The accounting document is automatically generated in the background when the billing document is created.

9-2-5 Accounting document: Overall processing status: not cleared

10-1-1 Final amount 1320 (corresponds to the total amount of the invoice)

Cash discount 39,60-

10-1-2 Amount due (final amount – cash discount): 1320 - 39,60 = 1280,40

AccountingFinancial accounting Accounts receivable Document entry Incoming payment



Accounting document: Overall processing status: cleared

11-1-1 Pre-Sales Activities


Procurement

Shipping

Billing

Payment

11-1-2 Choose Display document flow.

11-1-3 Order header

Item

Schedule line

11-1-4 Header

Item

11-1-5 Stock quantity is updated

Values are updated in inventory accounting

Requirements are updated

Other accounting documents are generated (for example, for Controlling)

The billing index is updated (by doing so, the billing document can be generated for outbound delivery)

Status in all relevant sales documents is updated

11-1-6 Accounting document is created.

Additional documents are created for accounting

Status in all relevant sales documents is updated

Sales information system is updated

Customer credit management account is updated

Master Data in Sales and Distribution - Exercises

Unit: Master Data in Sales and Distribution

Customer master

Output


Maintain a customer master record Understand the effect of customer master data on document

processing in sales and distribution Issue output for sales and distribution documents on the

screen

A new customer wants to place an order. The customer intends to place orders with you more often in the future. Therefore, you create a master record for the customer. The customer informs you that they would like to have the goods delivered to various addresses. At a later point, the customer informs you of a change of address. You therefore change the customer master. After processing the order for the new customer, you want to have a look at the layout of the order confirmation before printing it out and sending it to the customer.

1-1 Create a customer master record for the new customer.

1-1-1 You create the customer master with the number 234## for sales area 1000, 12, 00 and for company code 1000.

As you already have the relevant sales and accounting data, you enter the customer master for the sold-to party using the menu path Logistics Sales and distribution Master data Business partners Customer Create Full.

Enter only the data specified below.

During a telephone call with the customer, you note down the following information.

N O T E:

Account group: Sold-to party (use the first entry for the sold-to party in the search help table)

Customer: 234##

Address data:

Name: Miller

Search term: LO150

Street: Venusstr. 12

Postal Code: 20111

City: Hamburg

Country: Germany

Transportation zone: Region north

Language: Language of the course

Control data:

VAT registration number: DE##1234567

Company code data:

Reconciliation account: 140000

Sales area data:

Orders:Customer group: Trading companies

Shipping:Shipping condition: ## Standard

Delivering plant: Hamburg

Billing document:Incoterms: CFR Hamburg

Terms of payment: Payable immediately due net

Tax classification: Liable for tax

Save the customer master record.

2-1 Display the previously entered customer master.

2-1-1 You are not sure whether you have used the Incoterms fields correctly.How can you get information in the system to make sure that you have used them correctly?

Display the customer master. On the Billing document tab page in the sales area data, use the field help (F1) in both Incoterms fields.

2-1-2 In the customer master record, you have maintained a language for communication with your customer. Does this mean that the order confirmation for this customer will be printed using this language?

____________________________________________________

On the Address tab page in the General data, use the field help (F1) in the language field.

2-1-3 In the sales area data, check which customer is the bill-to party on the Partner functions tab page.

____________________________________________________

3-1 Change the customer master record.

3-1-1 The customer informs you of another ship-to party to which the goods are to be delivered frequently besides the sold-to party. In order to facilitate order processing, you store the additional ship-to party in the customer master of the sold-to party. A customer master record has already been created for the ship-to party (T-S50B##).

Change the customer master record of the sold-party from the previous exercise. In the sales area data, create the additional ship-to party on the Partner functions tab page using number T-S50B##.

4-1 The new customer is placing an order for the first time.

4-1-1 Create a standard order for the new customer based on the purchase order.

Use the F4 search help to find the sold-to party.

Purchase Order

Customer: Search term: LO150

Ship-to party: T-S50B##



MaterialQuantity

T-AS2## 2

4-1-2 In the sales order, the system proposes the Incoterms as they are maintained in the customer master record. However, for this order, the Incoterms FOB Hamburg should be valid. Change these entries in the order.

In the sales order, the Incoterms can be found on the Sales order header tab page.

Does the change affect the customer master record?

_________________________________________________

4-1-3 Save the order and note down the order number.

_________________________________________________

5-1 Change the customer master record of the sold-to party.

5-1-1 The customer informs you of a change of address. Enter the new street: Enjoy Street 99.

5-1-2 You have agreed on the new terms of payment ZB02 with the customer. Change these entries in the customer master as well.

In the customer master, the terms of payment can be found in the sales area data on the Billing document tab page.

6-1 Display the previously entered sales order (purchase order number 5-411).

6-1-1 Check the address of the sold-to party in the sales order. Did it change after you changed the customer master?

_________________________________________________________

6-1-2 Check the terms of payment in the sales order. Did these change after you changed the customer master?

_________________________________________________________

7-1 Display the order confirmation on the screen.

7-1-1 Before printing and sending the order confirmation, you would like to check the layout of the order confirmation.

Display the sales order and choose Header output view.


8-1-1 The sales order should already be delivered. Create an outbound delivery for the previous standard order (with the purchase order number 5-411). Check the address of the ship-to party in the outbound delivery. Note down the customer number of the ship-to party.

Use the menu path Logistics Sales and distribution Shipping and transportation Outbound Delivery Create Single Document With Reference to Sales Order. To enter the outbound delivery at an earlier date, set the selection date 20 days into the future. Use shipping point Z0##.

*9-1 Display the previously entered customer master record for customer Miller.

9-1-1 How can you check in the system for which sales areas the customer record has been maintained?

_______________________________________________________

9-1-2 How can you check in the system when and by whom the customer master was created?

_______________________________________________________

9-1-3 How can you check in the system how, when, and by whom which fields in the customer master were changed?

_______________________________________________________

9-1-4 How can you display a list of orders for the customer from the customer master?

_______________________________________________________

10-1 Questions on the Customer Master.

10-1-1 You have created the new customer master record for sales organization 1000, distribution channel 12, and division 00 only. Sales organization 1020 may possibly want to sell goods to the customer as well. What would you need to do to make it possible for sales organization 1020 to enter sales orders for this customer?

_________________________________________________________

10-1-2 Sales organization 1020 also processes orders with the new customer. Sales organization 1020 has agreed on different icons with the customer than sales organization 1000. Do you have the opportunity to maintain these various incoterms for various sales organizations in the customer master?

_________________________________________________________

10-1-3 Is it possible in the customer master record to maintain various addresses for the sold-to party in multiple company codes?

_________________________________________________________

Exercises


Material master

Customer-material info

Incompletion


Maintain a customer master record Maintain customer-material information

Understand the effects of material master data and customer-material info on the processing of documents in sales and distribution

Work with the incompletion log when entering sales orders

You have added a new material to your product range. You wish to post the goods issues to stock for this material, and enter a sales order.

Some major customers usually order materials using their own material numbers. In order to facilitate sales order processing, you use the customer-material information.

Weight data is necessary for shipping processing. One reason for this is that your packing materials are only allowed to contain material up to a certain weight. In order to make sure that weight entries are available after entering the sales order, you work with the incompletion log.

11-1 Create a material master record for the new material.

11-1-1 The new material is a headlight, similar to the existing material T-AS1##. In order to facilitate the entry of the material master records, you can use reference data when you create the records.

You enter the material master for plant 1000, sales organization 1000, and distribution channel 12.

As the material belongs to the trading goods category which is purchased by the vendor and resold to the customer, you have to maintain the material master by choosing Logistics Sales and distribution Master data Products Material Trading goods Create.

You have the following information on the new headlight:

(Apart from this information, the material has the same features as the system proposed for the reference material T-AS1##.)

Industry: Retail

Reference material: T-AS1##

Due to the information available, you first maintain the basic data 1 views for Sales: Sales Org. Data 1: general/plant data, sales text and accounting 1.

Material description: Headlight "Simple"

Weight: not yet known

The gross and net weight of the new material are not yet known. As you create the material master record with reference to material T-AS1##, the system proposes the weight. Do not forget to delete these proposals on the Basic data 1 tab page. You maintain the weight entries for the new material later, as soon as you have access to them.

Tax classification: full taxMinimum order quantity: 10Minimum delivery quantity: 5

Price: from 1 piece: 20 UNI per piece

You can maintain the material price directly when creating the material master record by choosing Conditions on the Sales: Sales Org. 1 tab page

Loading group: Crane

Sales text "Material is fragile!"

Accounting data:

Price control: VMoving average price: 10

Save the material master record and note down the number.

12-1 Enter the goods receipt.

12-1-1 You are informed that for the new headlight 200 pieces have already been delivered. Enter the goods receipt.

Inventory management is performed in materials management. Choose the menu path Materials management Inventory management Goods movement Goods receipt Other.

Enter the goods receipt using movement type 561 in plant 1000, storage location 0001.

Save the goods receipt. Document number: _________________

13-1 You receive the first sales order for the new material.

13-1-1 Create a standard order based on the purchase order.

Purchase Order

Customer: T-S50A##



MaterialQuantity

Headlight Simple 10

(from the previous exercise)


_____________________________________

Save the order although it is not yet complete. The weight for the material is still missing. You have to complete it once you have the data.


14-1-1 The sales order should already be delivered. Create an outbound delivery for the previous sales order.

Use the menu path Logistics Sales and distribution Shipping and transportation Outbound Delivery Create Single Document With Reference to Sales Order. To enter the outbound delivery at an earlier date, set the selection date 20 days into the future. Use shipping point Z0##.

Why is it not possible to create the outbound delivery?

_________________________________________________________

15-1 Change material master record.

15-1-1 In the meantime, you have received the details on the weight of the new headlight. Change the material master record and enter the weight.

Gross weight: 1 KG

Net weight: 1 KG

You can enter the weight on the Basic Data 1 tab page.

16-1 Change the incomplete order.

16-1-1 Were there any changes in the previously entered sales order containing the new headlight after you changed the weight in the material master record?

______________________________________________________

16-1-2 You need to enter the weight in the incomplete order in order to carry out the shipping activities afterwards. Change the incomplete standard order (with purchase order number 5-1311) and enter the weight for the item containing the headlight.

Gross weight: 10 KG

Net weight: 10 KG

You can find the fields for the gross and the net weight in the item detail on the Shipping tab page.

17-1 Try to create the outbound delivery again .


To enter the outbound delivery at an earlier date, set the selection date 20 days into the future. Use shipping point Z0##.

17-1-2 Check whether the material sales text, which is maintained in the material master record, also appears in the delivery item.

You can find the texts for the delivery item in the item detail on the Texts tab page.

*18-1 Create a customer-material info record.

18-1-1 One of your major customers orders materials using their own material numbers. In order to facilitate order entry, you create a customer-material info for sales organization 1000 and distribution channel 12.

For the new material (headlight "Simple"), the customer T-S50A## uses customer material number K-4711-## and the description Headlight 4711.

You can find the transaction for creating a customer-material info by choosing Agreements from the Master Data menu.

*19-1 Create a sales order using a customer material number.


Purchase Order

Customer: T-S50A##



Item Our material number Quantity

1 K-4711-## 10

In order to enter an item using the customer material number, you have to go to the Ordering party tab page.


_____________________________________

*20-1 Enter the outbound delivery.


To enter the outbound delivery at an earlier date, set the selection date 20 days into the future. Use shipping point Z0##.

Save the outbound delivery and note down the order number.

20-1-2 To check how the customer material number will be printed on the delivery note, you display the delivery note on the screen.

To display the delivery note on the screen, you use the menu path Outbound delivery Display Outbound delivery Issue delivery output.

Choose Print preview Goto Display list

21-1 Questions on the material master.

21-1-1 You want to sell your materials via several sales organizations. Is it possible to maintain multiple sales units in the material master according to the sales organization and the distribution channel?

_________________________________________________________

21-1-2 You want to deliver your materials from various plants. Is it possible to maintain multiple loading groups in the material master according to the plant?

_________________________________________________________

_________________________________________________________

21-1-3 Is it possible to maintain multiple minimum order quantities in the material master according to the division?

_________________________________________________________

_________________________________________________________

21-1-4 You enter your divisions with the header division 00.You know that this division is set for cross-division sales in Customizing. Would it be possible to enter several items in a sales order with multiple materials that belong to various divisions?

_________________________________________________________

_________________________________________________________

Exercises


Condition Master Data in Pricing


Maintain condition master data Describe the pricing in a sales order

You have defined certain price agreements for some major customers. As these customers place orders frequently, they should have lower prices for some materials, depending on the quantity ordered. In addition, a customer should be granted a percentage discount, depending on the order value.

As it is not necessary to enter these agreements each time you create an order, you want to use the automatic pricing function of the R/3 system and create the appropriate condition master data.

22-1 Create a condition master record for prices.

22-1-1 You have agreed with your customer T-S50A## that from now on, they are to receive the material T-AS1## at a quantity-dependent lower price.

from 1 piece: 29 UNI per 1 PCfrom 10 pieces: 28 UNI per 1 PCfrom 100 pieces: 27 UNI per 1 PC

These agreements should be valid until the end of the year. Enter the condition master record for the customer-specific price for sales organization 1000 and distribution channel 12.

As it is a customer-specific price, you create the condition master record using the following menu path: Master data Conditions Selection by condition type Create

Condition type PR00.Key combination: Customer/Material with release status

Choose Scales.

23-1 After saving the price agreement with the major customer in the system, you receive another order.


Purchase Order

Customer: T-S50A##



Material Quantity

T-AS1## 20

23-1-2 During order entry, you want to make sure that the automatic pricing function has determined the correct prices.

In order to be able to understand pricing in the saleas order, choose Conditions Item.

Which price per piece was determined by the system?

_______________________________________


______________________________________

24-1 Create a condition master record for discounts.

24-1-1 You have agreed with your customer T-S50A## that from now on, they are to be granted a percentage discount for all materials, depending on the item value.

from 100 UNI: -1% from 500 UNI: -2% from 1000 UNI: -3%

These agreements should be valid until the end of the year. Enter the condition master record for the customer-specific discount for sales organization 1000, distribution channel 12, and division 00.

As this is a customer-specific percentage discount, you create the condition master record using the following menu path: Master data Conditions Selection by condition type Create Condition type K007

25-1 After storing the price agreement for the discount for the major customer in the system, you receive another order.


Purchase Order

Customer: T-S50A##



Material Quantity

T-AS1## 10

25-1-2 During order entry, you want to make sure that the automatic pricing function has determined the correct prices and discounts.

To track the pricing in the sales order, you have to branch to the Conditions tab page for the item detail.

Which customer discount was determined by the system?

_______________________________________


______________________________________

26-1 Questions on condition master data in pricing.

26-1-1 Which condition master data categories (4) can be used in pricing?

________________________________

________________________________

________________________________

________________________________

26-1-2 You want to sell your materials via multiple distribution channels. Is it possible to maintain the prices in the condition master in different ways according to the distribution channel?

_________________________________________________________

26-1-3 You have entered a sales order. Therefore, prices were entered using automatic pricing. Can you change the prices manually when entering the order?

_________________________________________________________

26-1-4 During sales order processing, you use various divisions. However, you always want to to use the same condition master data for all divisions. In order to avoid unnecessary maintenance of condition master data for multiple divisions, you would like to configure the system in such a way, that the condition master data of division 00 are also valid for division 01. Is it possible to make these settings in the R/3 system?

_________________________________________________________

26-1-5 Is it possible to make these settings for common master data for customer and material master data as well?

_________________________________________________________

_________________________________________________________

Master Data in Sales and Distribution - Solutions


Customer master

Output

1-1-1 Logistics Sales and distribution Master data Business partners Customer Create Complete

2-1-1 Logistics Sales and distribution Master data Business partners Customer Display Sales and Distribution Sales area data: document tab page.

Incoterms (part 1) define rules for shipping. Incoterms (part 2) contain additional information on the primary Incoterms.

2-1-2 Logistics Sales and distribution Master data Business partners Customer Display Sales and Distribution General data: Address tab page

Yes. The language key designates, for example, the language that you use to print documents.

2-1-3 Logistics Sales and distribution Master data Business partners Customer Display Sales and Distribution Sales area data:Partner functions tab page

You may store additional possible bill-to parties in the customer master, if necessary.

3-1-1 Logistics Sales and distribution Master data Business partners Customer Display Full Partner functions tab page


4-1-2 No. The data is proposed from the customer master in the order and can be overwritten, if necessary.

4-1-3 Choose Save. The system assigns the order document number.

5-1-1 Logistics Sales and distribution Master data Business partners Customer Change Sales and distribution General data: Address tab page

5-1-2 Logistics Sales and distribution Master data Business partners Customer Change Sales and Distribution Sales area data:Billing document tab page


Choose Display doc. header details.

Choose the Partners tab page.

After changing the address in the customer master, it also changes in the order.


Choose the Sales tab page.

The terms of payment have not changed. The new terms of payment in the customer master only become effective when you create new sales orders. You would have to change them manually in the sales order that has already been entered, if required.The only exception to this is the address. If it is changed, it becomes immediately effective in sales orders that already exist.


Choose Header output view. (The layout of an output can be changed using the SAPScript functions.)


Ship-to party: T-S50B##

9-1-1 Logistics Sales and distribution Master data Business partners Customer Display Complete

Choose Customer's sales areas

9-1-2 Logistics Sales and distribution Master data Business partners Customer Display Complete Extras Administrative data

9-1-3 Logistics Sales and distribution Master data Business partners Customer Display Full Environment Account changes All fields

Place the cursor on the relevant line and choose Choose.

9-1-4 Logistics Sales and distribution Master data Business partners Customer Display Full Environment List documents Orders

Choose ENTER.

10-1-1 You would have to create the sales area data for this customer for the relevant sales area with sales organization 1020 as well.

10-1-2 Yes. You can maintain the Incoterms in the customer master record in various ways, depending on the sales area (sales organization, distribution channel, division).

10-1-3 No. The address of the sold-to party is maintained independently of the organizational units. (It is possible to assign several ship-to parties to a sold-to party).

Solutions


Material master

Customer-material info

Incompletion

11-1-1 Logistics Sales and distribution Master data Products Material Trading goods Create

The material number is assigned internally by the system.

12-1-1 Logistics Materials management Inventory management Goods movement Goods receipt Other



13-1-2 Save your entries, although the document is still incomplete. The document number is assigned by the system.


You cannot create the outbound delivery because the order to be delivered is still incomplete due to the missing entries for weight.

15-1-1 Logistics Sales and distribution Master data Products Material Trading goods Change

You can maintain the weight on the Basic data 1 or on the Sales: General/Plant Data tab page. view. (The weight data is independent of the organizational units.)

16-1-1 When the material master record is modified, there will be no changes to the sales order that has already been entered in the system. The changes in the material master record only become effective in orders that are entered afterwards

16-1-2 Logistics Sales and distribution Sales Order Change

Choose Display item details and the Shipping tab page .


The outbound delivery can be created because the order to be delivered is now complete .

17-1-2 Choose Display item details and the Texts tab page.First of all, the text was copied from the material master into the sales order. Then it was copied from the sales order into the outbound delivery.

18-1-1 Logistics Sales and distribution Master data Agreements Customer-Material Information Create

Choose Info record details in order to enter the customer material description and the minimum delivery quantity.


Choose the Ordering party tab page to enter the item using the customer material number.

19-1-2 The document number is assigned by the system.



20-1-2 Logistics Sales and distribution Shipping and transportation Outbound Delivery Display Outbound delivery Issue delivery output

Choose Print preview.

The customer material number is automatically issued on the delivery note. (The layout of an output can be changed using the SAPScript functions.)

21-1-1 Yes. In the material master, there are various ways to maintain multiple fields, such as the sales units, depending on the sales organization and on the distribution channel.

21-1-2 Yes. In the material master, there are various ways to maintain multiple fields, such as the loading group, depending on the plant.

21-1-3 No. The division in the material master is not an organizational unit that can be used to maintain related fields. It is a field which is used to uniquely assign a material to a division.

21-1-4 Yes. In Customizing, you can configure the system for cross-division or division-specific sales. You can enter multiple materials with various divisions in a sales order, depending on these settings.

Solutions


- Condition Master Data in Pricing

22-1-1 Logistics Sales and distribution Master data Conditions Selection using condition type Create

Condition type PR00

Key combination Customer/material with release status

Enter Sales organization 1000, Distribution channel 12, CustomerT-S50A## and Material T-AS1##.

Choose Scales.

Enter Validity Today

to End of the year

Enter the values from the exercise.

Choose Save.


23-1-2 Choose Conditions Item

The system has determined a price of 28 UNI per piece, as in the price condition record from 10 pieces a price of 28 UNI per piece is stored.

23-1-3 Choose Save.


24-1-1 Logistics Sales and distribution Master data Conditions Selection using condition type Create

Condition type K007

Enter Sales organization 1000, Distribution channel 12, Division 00 and Customer T-S50A##.

Choose Scales.

Enter Validity Today

to End of the year

Enter the values from the exercise.

Choose Save.


25-1-2 Choose Display item details.

Choose the Conditions tab page.

The system has determined the customer discount K007 (-1%), because in the discount condition record from 100 UNI a discount of -1% is stored.

25-1-3 Choose Save.


26-1-1 Prices

Surcharges / Discounts

Freights

Taxes

26-1-2 Yes. Usually, the price is maintained according to the sales organization and the distribution channel. In addition to this, you can maintain the price according to further criteria, such as the customer.

26-1-3 Yes. Usually, during order entry you can overwrite the price manually . However, it is possible to restrict this by making the relevant settings in Customizing or in the condition record.

26-1-4 Yes. In Customizing, you can set up division 00 as a representative division and reference from divisions 01 and 02 to it. In this way, the condition master data of division 00 is also valid for divisions 01 and 02.

26-1-5 For customer master data, it is possible to configure common master data for the divisions.For material master data, this is only possible for distribution channels, as the division in the material master is not an organizational unit that can be used to maintain related fields.

Exercises

Unit: Sales Order Processing


Use the different tools for processing orders Explain how master data is proposed in sales documents

The order clerk only has to enter a few items when creating sales documents. The majority of the information is copied from the master data.

1-1 Create a standard order for product T-ATC## (1 unit) with purchase order number ##LO605-OR03.

1-1-1 Do not specify the sales area (delete any values that default).The ship-to party is T-S62F##.

1-1-2 Which sold-to party is determined by the system?

Sold-to party: _________________________________

1-1-3 Which sales area is automatically determined by the system?

Sales area: _________________________________

Where does the system find this information?

_____________________________________________________

1-2 Your customer T-S62A## places an order with you. They want the delivery to take place in 30 days. The purchase order number is ##LO605-OR04.

1-2-1 Enter the first item for material T-ATC## (quantity: 5 units).You offer the following terms of payment to your customer for this item: 14 days 3%, 30 days 2%, 45 days net.

Payment terms: _________________________________

1-2-2 Enter another item with material T-ATD## (20 units).This item has different terms of payment: 20 days 2%, 30 days net. This material should also be delivered to another address. Change the ship-to party of this item to your customer T-S62B##.

Terms of payment: _________________________________

1-2-3 Deliver the order on the delivery date requested by your customer. What message appears in the log?

______________________________________________________

If necessary, set the selection date for the delivery to two weeks from today.

1-2-4 Which delivering plant is determined by the system?

Delivering plant for item 10: _____________________________ Delivering plant for item 20: _____________________________

1-2-5 Which master records does the system use to extract this information?

______________________________________________________

1-3 Your plant 1000 contains stock for material T-ATD##. This is the material that should be delivered from this plant, when customer T-S62A## orders it.

1-3-1 Create a customer-material information record so that this material is always taken from plant 1000 for this customer.

1-3-2 The customer manages this material with number PC-M-## and description PC-Monitor ##. Enter these details in the customer-material info record.

1-3-3 You receive an order from customer T-S62A## with purchase order number ##LO605-OR05. The order consists of 12 monitors, which the customer manages under material number PC-M-##. The customer wants to receive the delivery in two weeks. Create the sales order.

Can you fulfill the customer’s requested delivery date?

Which plant will be used to supply the delivery?

You can use the Ordering Party overview screen to enter items with the customer’s purchase order numbers.

1-4 Optional Your customer can get the first order item of document ##LO605-OR05 for a better price somewhere else, so they reject this item.

1-4-1 Cancel this item by entering the relevant reason for rejection (save the order before going onto the next step.

1-4-2 Display the delivery and rejection status for the order.

Total processing: ______________ Header - Delivery status: ______________ Header - Rejection status: ______________

Item 10 Total processing: ______________ Item - Delivery status: ______________ Item - Rejection status: ______________

Item 20 Total processing: ______________ Item - Delivery status: ______________ Item - Rejection status: ______________

1-4-3 Create a delivery for this order with shipping point 1200. The delivery date is two weeks from today. Decrease the quantity of the first item in the delivery by half.Save the delivery. Check the status of the order.

Total processing: ______________ Header - Delivery status: ______________

Item 20 Total processing: ______________ Item - Delivery status: ______________

Item 30 Today processing: ______________ Item - Delivery status: ______________

1-4-4 Create another delivery for the order and deliver the remaining quantity. Check the status again.

Total processing: ______________ Header - Delivery status: ______________ Header - Rejection status: ______________

Item 20 Total processing: ______________ Item - Delivery status: ______________

Order Processing - Solutions

Unit: Sales Order Processing

1-1 Enter the standard order.

Logistics Sales and distribution Sales Order Create

1-1-1 Order type: OR Ship-to party: T-S62F## Purchase order number: ##LO605-OR03

1-1-2 Sold-to party: T-S62E## HiTech AG

1-1-3 Sales area: 1000 / 10 / 00

In the first step, the system determines the sold-to party from the ship-to party. The sales area is then determined from the sold-to party’s master record.

1-2 Enter the standard order.

1-2-1 Enter the item.

Order type: OR Sold-to party: T-S62A## Purchase order number: ##LO605-OR04

material: T-ATC## (5 units) Terms of payment: ZB01

1-2-2 Enter another item.

material: T-ATD## (20 units) Payment terms: ZB03 Ship-to party: T-S62B##

1-2-3 Deliver the order on the delivery date requested by your customer.

Logistics Sales and Distribution Shipping and transportation Outbound Delivery Create Single document With reference to sales order

Shipping point: 1200 Selection date: Two weeks from today.

Choose Error log.

"Item 000020: delivery split because the partners are different."

The cause is that the two order items are to be delivered to different ship-to parties, which means each must be on a separate delivery.

1-2-4 Delivering plant for item 10: 1200 Delivering plant for item 20: 1200

1-2-5 Which master records does the system find this information from?

From the material master records

1-3 Save the agreement with your customer as a master record.

Logistics Sales and distribution Master data Agreements

1-3-1 Create a customer-material information record.

Customer-material information Create

Customer: T-S62A## Sales organization: 1000 Distribution channel: 10 Material: T-ATD## Delivering plant: 1000

1-3-2 Complete the customer number and name for the material.

Customer material: PC-M-## Customer description: PC Monitor ##

1-3-3 Enter the standard order.

Sold-to party: T-S62A## Purchase order number: ##LO605-OR05 Requested delivery date: Two weeks from today

Customer material: PC-M-## (12 units)

The requested delivery date can be met. Delivery will take place from plant 1000, as agreed.

1-4 Optional

Change the order with purchase order number ##LO605-OR05.

1-4-1 Reject the first item.

Reason for rejection: Too expensive

1-4-2 Display the delivery and rejection status for the order.

Choose Status overview and then expand all.

Total processing: Being processedHeader - Delivery status: Not delivered Header - Rejection status: Partially rejected

Item 10 Total processing: Completed Item - Delivery status: Not delivered Item - Rejection status: Fully rejected

Item 20 Total processing: Open Item - Delivery status: Not delivered Item - Rejection status: Nothing rejected

1-4-3 Create the delivery.

Logistics Sales and Distribution Shipping and transportation Outbound Delivery Create Single document With reference to sales order

Shipping point: 1200 Selection date: Two weeks from today.

Delivery quantity of item 10: 6 units.

Logistics Sales and distribution Sales Order Display


Total processing: Being processed Header - Delivery status: Partially delivered

Item 20 Total processing: Being processed Item - Delivery status: Partially delivered

Item 30 Total processing: Completed Item - Delivery status: Fully delivered

1-4-4 Deliver the open order quantity.



Total processing: Completed Header - Delivery status: Partially delivered Header - Rejection status: Partially rejected

Item 20 Total processing: Completed Item - Delivery status: Fully delivered

Exercises

Unit: Sales from Stock - Available


- Inventory sourcing


start the different sales and distribution processes by choosing the appropriate sales document type

find inportant information for inventory sourcing and the outbound delivery in the sales documents and identify the sources of this data

give your customers information from the Information details in the sales documents, for example, on the shipping and transportation scheduling dates

Sales and distribution in your company normally consists of different sales and distribution processes. At the beginning of every sales and distribution process, one of your employees decides which sales and distribution process will best serve the customer’s needs.

When a customer orders a material, there are a range of decisions to be made by the whole sales and distribution processing chain. This includes obtaining relevant information on oinventory sourcing and the outbound delivery, for example, the plant from which the goods will be delivered or the person responsible for shipping processing.

In order entry the employee in customer service determines whether the confirmed delivery date can be kept to. He must take into consieration whether the material is to be delivered from stock that already exists or whether the material must first be manufactured or procured.

IDES AG tries to meet most of its sales orders using existing stock. If possible, orders are put together into one outbound delivery.

If the required delivery date cannot be confirmed, the customer is offered the next possible delivery date.

As a member of the project team for sales order processing, you test the sales and prcurement process in the R/3 system. You

enter orders and verify the shipping point for the product, the transportation route to the customer and the shipping dates for the items in the sales orders.

1-1 Enter a sales order.

1-1-1 Enter a trade fair order for the following purchase order. Use the sales document type Trade fair##-order.

Purchase Order

Customer: T-S50B##


Required delivery date: in 10 days

MaterialQuantity

T-AS1## 7

T-AS2## 8

Use the F4 help in the sales document type field.

Save the order and record the document number.

_______________________________________________

1-2 Name other sales document types.

1-2-1 Name a sales document types for sales from the plant.

_______________________________________________________

1-2-2 Name a sales document type for sending free-of-charge goods samples.

_______________________________________________________

2-1 By choosing the sales document type, you already set down the basic stipulations for the sales and distribution process from then on.

2-1-1 Name the sales document functions, which may be affected by the choice of sales document type.

_______________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

3-1 Identify the important information for the outbound delivery.

3-1-1 Display the previously entered sales order.Which delivering plants have been specified for the two items?

Item 10: ___________________________________________

Item 20: ___________________________________________

3-1-2 Which shipping plants have been specified for the two items?

Item 10: ___________________________________________

Item 20: ___________________________________________

3-1-3 Which routes have been specified for the two items?

Item 10: ___________________________________________

Item 20: ___________________________________________

In the sales document you can check and process the outbound delivery, the shipping point and the route from the Shipping detail screen or Shipping overview screen for the corresponding document item.

You can use the black arrows to navigate easily between the Shipping screens for the two items.

3-1-4 What is the purpose of the shipping point?

____________________________________________________________

____________________________________________________________

3-1-5 What is the purpose of the route?

____________________________________________________________

____________________________________________________________

You can use the F1 help to get information on the tasks and the use of the shipping point and the route.

3-2 The system tries to determine the delivering plant automatically for an item in the sales document.

3-2-1 The system checks three sources in which the delivering plant can be specified. What are these sources?

1. ___________________________________________________

2. ___________________________________________________

3. ___________________________________________________

3-2-2 Which delivering plant is set for the item, if there is no entry in these sources?

______________________________________________________

3-2-3 From which master record does the delivering plant in item 10 come from?

______________________________________________________

3-3 The system tries to determine the shipping point responsible for shipping processing of an item automatically in the sales document.

3-3-1 The system uses three types of information from the sales order for determining the shipping point. What are these?

1. ___________________________________________________

2. ___________________________________________________

3. ___________________________________________________

3-3-2 What values are used for automatically determining the shipping point for item 10?

1. Delivering plant: __________________________________

2. Shipping condition: __________________________________

3. Loading group: __________________________________

The shipping requirement comes from the customer master record of the sold-to party.It can be processed and checked in the sales document, for example, on the Shipping screen in the document header.

The loading group comes from the material master record. This can be checked on the Sales and distribution: Gen. plant screen. The loading group is not displayed in the sales document.

4-1 Explain on what dates the individual work stages for shipping and transportation processing should begin, in order that a product ordered gets to the customer at the right time.

4-1-1 Enter a standard order for the following purchase order.

Purchase Order

Customer: T-S50A##


Required delivery date: today

MaterialQuantity Ship-to party

T-AS1## 5 T-S50A##

T-AS3## 1 T-S50B##

Shipping point and route should also be created with the ship-to party. Save the order and record the document number.

_______________________________________________

4-1-2 Display the previously entered sales order.Determine the shipping dates for item 10.

Delivery date: _________________________________

Goods issue date: _________________________________

Loading date: _________________________________

Material availability date: _________________________________

Transporation planning date: _________________________________

You can display a detailed list of the shipping dates for the confirmed schedule line of a sales document item. Call up the schedule line for the item and branch into the detail for this schedule line with the confirmed amount. From here, you change to the Shipping tab page.

4-1-3 At what point must the responsible shipping point start shipping processing, in order for the goods to arrive at the customer’s on time.

____________________________________________________________

4-1-4 Which of the steps for shipping and transportation processing must be completed, in order that the goods can be loaded on the correct laoding date.

____________________________________________________________

____________________________________________________________

You can use the F1 help to get information on the tasks and the use of the different dates in the shipping and transportation scheduling.

4-2 Create an outbound delivery for the first item in the sales order which you created in the task section 1-1-1 in this unit.

4-2-1 Select the shipping point responsible. Use today’s date as the selection date. Restrict the selection to the first item in the sales document. Can you deliver the order? Why?

____________________________________________________________

____________________________________________________________

4-2-2 Make the same selection again but use the materials staging date as a selection date. Can you deliver the order item? Why?

____________________________________________________________

____________________________________________________________

Do NOT save the outbound delivery.

If you have accidentally saved the outbound delivery, delete the sales document with the menu path

Logistics Sales and distribution Shipping and transportation Outbound delivery Change Single document Outbound delivery Delete


- Shipping

- Billing


use worklists, to be able to select from all of the documents to be processed and finally to process the selected documents in one stage

put together deliveries for one customer create and print pick lists update stock and stock accounts after the outbound delivery

has been carried out create collective or individual invoices identify receivables and revenues based on billing

documents and post to the corresponding accounts in financial accounting

During order processing every order is agreed with the customer and is therefore individually processed, individual processing of the following steps in the shipping and billing document processing as a rule is not required.

It is much more important to have efficient sales and distribution processing so that for these steps in the process, work packages can be combined and processed together.

There are often always the same criteria which enable these steps to be automated and to be executed at specific times by the system.

The following tasks in detail occur during the course of further sales and distribution processing: creating delivery notes, picking, shipping goods to the customer, creating invoices and posting receivables and revenues in financial accounting.

You test the options for processing work packages together.

5-1 Process the delivery list for your shipping point.

5-1-1 Select from the sales orders due for shipping, the ones which meet the following criteria:

Shipping point: Z0##

Delivery creation date: from the beginning of this weekto four weeks from today

Ship-to party: T-S50A## and T-S50B##

Use the menu path Logistics Sales and distribution Shipping and transportation Outbound Delivery Create Collective processing of documents for shipping Sales orders

5-1-2 Which sales documents have been selected as a worklist?

_______________________________________________________

_______________________________________________________

The list of transactions for shipping should only consist of orders, that you have created yourself.

5-1-3 Why does the last order that you created appear in the list twice?

_______________________________________________________

_______________________________________________________

5-1-4 Via which routes are the transactions for shipping processed for outbound delivery?

_____________ _____________

5-1-5 Select the lines which come from both orders, which were created in the previous exercises for this unit.Trigger processing of the selected worklist in the background.

Choose Create delivery in background to process the worklist.

5-1-6 Display the collective processing log.Note down the group number, under which the system log is managed.

Group number: ________________________________________

Choose Log generate delivery.

5-1-7 How many outbound deliveries have been created?

Number of outbound deliveries: _______________________________

5-1-8 Determine the document numbers for the outbound deliveries.

_____________ _____________ _____________

Choose Documents.

5-2 Pick the worklist you have just created to the outbound deliveries using collective processing.

5-2-1 Select from the outbound deliveries for picking, all those which meet the following criteria:


Pick date: from Start of the week

to four weeks from today

Route: see delivery list exercise

Use the following menu path:Logistics Sales and distribution Shipping and transportation Picking Create transfer order Via Outb. Delivery monitor

Alternatively, you can enter the group number, that has been defined for the collective processing log for this delivery list by the system.

5-2-2 Select from the list created, those deliveries that have occurred during processing of the delivery list.Pick these outbound deliveries without branching into the transfer requests and allow the system to write the picked quantities into the outbound delivery documents automatically.

Copy picking quantity: Copy 1 picking quantity as delivery quantity into the delivery

Choose Create to background.

5-2-3 Display the outbound delivery to determine whether picking has been carried out successfully.

Compare the delivery quantities with the picked quantities in one of your outbound deliveries. Is there a difference between the quantities?

____________________________________________________________

5-2-4 Check the overall status of the outbound delivery.

Overall picking status: ___________________________

Overall status of WM activities: ___________________________

Overall status of goods issue: ___________________________

Display the outbound delivery and then choose Goto Header Processing

5-3 Post goods issue for your outbound deliveries in collective processing.

5-3-1 Select from the outbound deliveries for posting goods issue, all those which meet the following criteria:


Planned goods movement date: from Start of the week

to four weeks from today

Route: R00025 and R00030

Use the following menu path:Logistics Sales and distribution Shipping and transportation Post Goods Issue Collective Processing via Outb. Delivery Monitor

5-3-2 Select from the list created, those deliveries that have occurred during processing of the delivery list.Post the goods issue.

5-3-3 Check in the outbound delivery whether goods issue posting has been carried out successfully.

Check the overall status of the outbound delivery.

Overall status of goods issue: _________________________________

Display the outbound delivery and then choose Goto Header Processing

6-1 Process your billing due list.

6-1-1 Select from the outbound deliveries due for billing, the ones which meet the following criteria:

Billing date from the beginning of this weekto four weeks from today

Sales organization: 1000Shipping point 1000: Z0##

Sold-to party: T-S50A## and T-S50B##

Use the following menu path: Logistics Sales and Distribution Billing Billing document Billing due list

6-1-2 Select from the list created, those deliveries that have occurred during processing of the delivery list.Test to see what the result of processing the billing due list would be.

Choose Simulation.

6-1-3 Compare two documents to see why the items from these outbound deliveries cannot be put together into one billing document.

Select two documents and choose Split analysis.

6-1-4 Go back into the billing due list and create the billing documents in collective processing.

6-1-5 Note the log number for collective processing.

Group number: _________________________________________

6-1-6 Review the log to see how many billing documents have been created.

Number: __________________________________________

Note down the numbers of the billing documents:

_____________ _____________ _____________

6-1-7 Display the billing documents created, to see whether the sales process could be completed as requested. Use the document flow for the billing document.

Is the sales process completed?

____________________________________________________________

Why?

____________________________________________________________

____________________________________________________________

6-2 Issue an invoice on the screen.

6-2-1 Review the invoice printout to see whether the delivery conditions and payment conditions are correct on the form.

Choose output type RD00 and printer LP01.

Sales Processes with Available Stock - Exercises

Unit: Sales Processes with Available Stock

Topic: Inquiry and Quotation Processing


Process inquiries and quotations

You have received a request for a quotation for lights from a customer. As a result, you prepare a quotation for the customer. The information supplied with the quotations, such as prices and terms of delivery, is binding and valid for a specified period of time.

1-1 Enter an inquiry.

1-1-1 You have received a written request for a quotation for lights from a customer. You would like the quotation to be processed by the end of the week.

Inquiry

Customer: T-S50B## Motomarkt Stuttgart

Last year we purchased lights T-AS1## from you.

We would be interested in buying another 20 pieces.

Would you please provide us with a quotation for the

price of these lights?

You create quotations using the transaction Logistics Sales and Distribution Sales Order Create.

When entering the inquiry, you can enter a processing deadline in the field Valid to, and then use this field later for inquiry processing.

Enter the inquiry and make a note of the number.

___________________________________

1-2 Create a quotation.

1-2-1 The next day, you process the inquiries that have come in. First you create a list of all inquiries from customer T-S50B## , that need to be processed by the end of the week.

You can create lists of quotations using the transaction Logistics Sales and Distribution Sales Information System Inquiries Inquiries list

1-2-2 Create a quotation for the inquiry.

As you are currently receiving many inquiries concerning this particular kind of light, you only want to provide the customer with 15 pieces. The quotation is to be valid from today to the end of the month after next. Enter the quotation as appropriate and make a note of the number.

___________________________________

Enter the quotation with reference to the inquiry using the transaction Logistics Sales and Distribution Sales Quotation Create.

Choose Create with reference.

Solutions

Unit: Sales Processes with Available Stock

Topic: Inquiry and Quotation Processing

1-1 Enter an inquiry

1-1-1 Logistics Sales and Distribution Sales Inquiry Create

choose Save

The system automatically allocates a document number.

1-2 Create a quotation

1-2-1 Logistics Sales and Distribution Sales Information System Inquiry Inquiry list

Sold-to party T-S50B##

1-2-2 Logistics Sales and Distribution Sales Quotation Create

Choose Create with reference

Enter the inquiry number

Choose Selection list

Change the quantity to 15 pieces

Choose Copy

Choose Save

The system automatically allocates a document number.

Solutions



Inventory sourcing

1-1-1 Logistics Sales and distribution Billing Billing document CreateChoose Save.


1-2-1 Rush order and cash sale

1-2-2 Free of charge delivery

2-1-1 Pricing, delivery scheduling, transfer of requirements, availability check, texts, output, credit check, update in Sales Information System

3-1-1 Item 10: 1000Item 20: 1000

3-1-2 Item 10: Z0##Item 20: Z0##

3-1-3 Item 10: R000030 Item 20: R00030

3-1-4 The shipping point is the organizational unit, whose employees are responsible for the complete shipping processing.

3-1-5 The route establishes the path and the method of transportion a delivery item takes to reach the customer. The route is also an important criteria for the selection of orders for shipping with worklists.

3-2-1 1. Customer material info record (sold-to party)2. Ship-to party master record (Sales area data, shipping view)3. Ship-to party master record (Sales view:Sales org.1)

3-2-2 no delivering plantException: In the delivering plant field in the header of the sales document, a default value is entered manually.

3. The delivery plant is from the master record for the ship-to party.

3-3-1 and 3-3-2Delivery plant: 1000Shippping condition ##+50 (for example, 70 for group 20) 0003

4-1-1 Create orderLogistics Sales and distribution Sales Order Create

Choose Save.


4-1-2 Logistics Sales and distribution Sales Order – Change Select item 10 Schedule line for item Select confirmed schedule line Shipping details

4-1-3 FFor materials staging date

4. Preparation (picking and packing) and transportation planning

4-2-1 No. Scheduling in the order had the result that shipping processing must begin in several days and not today.

4-2-2 Yes. You must begin shipping processing on the materials staging date, in order that the goods arrive on the confirmed delivery date at the customer’s according to shipping and transportation scheduling


Shipping

Billing doc.

5-1-1 Logistics Sales and distribution Shipping and transportation Outbound Delivery Create Collective processing of documents for shipping Sales orders

5-1-2 All sales orders for shipping that correspond to the selection criteria: This includes the two sales orders that you have created in this training.

5-1-3 As they have different ship-to parties (and routes), the two items in the order must be processed further using two separate outbound deliveries.

5-1-4 R00025 and R00030

5-1-5 Mark the relevant lines and choose Background.

5-1-6 The group number is displayed in the log. Choose Log for delivery creation.

5-1-7 Three outbound deliveries have been created.

5-1-8 Choose Documents and note down the document numbers.

5-2-1 Logistics Sales and distribution Shipping and transportation Picking Create transfer order Via Outb. Delivery Monitor Sales orders

Routes: R00025 and R00030

5-2-2 Choose Create TO in background

5-2-3 Logistics Sales and distribution Shipping and transportation Outbound delivery Display Picking

5-2-4 Overall picking status: C fully picked Overall status WM activities: C WM SO confirmedOverall goods issue status: A not yet started

5-3-1 Logistics Sales and distribution Shipping and transportation Post Goods Issue Collective Processing via Outb. Delivery Monitor

5-3-2 Select the relevant outbound deliveries and choose Post goods issue.

5-3-3 Overall status of goods issue: C completed

6-1-1 Logistics Sales and distribution Billing Billing document Billing due list

6-1-2 Choose Simulation.

6-1-3 Select two documents and choose Split analysis. The following document information can affect a billing split:

- Sold-to party and payer– Reference and assignment number– Sales tax – identification number– Incoterms part 1 and part 2

6-1-4 Go back to the Process billing due list screen and choose Save.

6-1-5 Take the group number from the log.

6-1-6 Three billing documents have been created. Choose Documents.

6-1-7 Logistics Sales and distribution Billing Billing document Display. Choose Document flow.

The sales and distribution process is closed because the accounting documents could not be created automatically by the system during posting of the billing document. Clearing these documents is part of the process in financial accounting.

6-2-1 Logistics Sales and distribution Billling Billing document Display Billing document Issue output to Screen Output type: RD00 Execute

Payment conditions and delivery conditions are shown above the items in the invoice.

Exercises

Unit: Controlling Sales Documents with Sales

Document Types


Control sales document types in Customizing Implement your own sales processes with new sales

document types

You want to control and evaluate your sales activities separately for trade fairs. To do this, you use a different sales document type, which you set up in Customizing to meet your requirements. You limit the use of that sales document type for the sales areas defined.

1-1 Your new trade fair order should meet the following requirements:

Description: Fair##-order The number assignment should be internal – you should not

be able to assign numbers externally. Item numbering should have an increment of 100. Order entry should begin with the Item overview screen. Checking open quotations or contracts is not necessary. When billing documents are created, the system should re-

run pricing.Note: In the standard system, billing type F1 is configured such that pricing is re-run automatically when you create a new billing document.

Your company wants the default requested delivery date to be 2 days from the current date.

Pricing should be based on the current date. The system should automatically propose the current date

as the purchase order date.

Change order type ZA##, which has been generated as a copy of the standard order (order type OR) to meet these requirements.

1-2 In Customizing, make sure that your order type ZA## can be used in sales area 1000 / 10 / 00.

1-3 Check your settings by creating an order with the new sales document type ZA## and two items.

1-3-1 You already conduct business in sales area 1000 / 10 / 00 with customer T-S62B##. Enhance the master record such that the customer can also be served through sales area Z000 / Z0 / 00. Use the data from the existing sales area as a copy template.

Orders in the new sales area will be processed by the staff of sales office Z00 and sales group Z0.

1-3-2 Check whether data for your material T-ATB## has been maintained in distribution channel Z000 / Z0.

_________________________________

1-3-3 Your customer T-S62B## orders 10 units of material T-ATB## at a trade fair. Enter a trade fair order (sales document type ZA##) in the defined sales area Z00 / Z0 / 00. The purchase order number is ##LO605-ZA##01.

1-3-4 Check the fields containing the document number of the order, the requested delivery date, the pricing date, the order date, the overview screen, and the item numbering for this order.

2-1 Optional Compare the two sales document types Standard order and Rush order.

2-1-1 What are the differences between these two types?

____________________________________________________________

____________________________________________________________

____________________________________________________________

2-1-2 Change sales document type ZA## so that it is like a Rush order.

Note: Check the settings for immediate delivery; shipping conditions and lead time in days.

2-1-3 Create an order with order type ZA## in sales area 1000 / 10 / 00 for customer T-S62A## and your material T-ATA## (10 units). The purchase order number is ##LO605-ZA##03.

2-1-4 View the document flow to determine whether the delivery was created.

Outbound Delivery number: _________________________________

2-1-5 Undo your changes to order type ZA## when you are finished!

Solutions

Unit: Controlling Sales Documents with Sales

Document Types

1-1 Change sales document type ZA##.

Tools Accelerated SAP Customizing Project editing SAP Reference IMG

Sales and Distribution Sales Sales documents Sales document header Define sales document types

Select document type ZA##. Choose Details.

Description: Fair##-order Number range external assignment: Blank Item number increment: 100 FCODE for overview screen: UER2 Quotation messages: Blank Outline agreement messages: BlankDelivery-related billing type: F1 Order-related billing type: F1 Lead time in days: 2 Proposed pricing date: Blank Proposed purchase order date: Activate

1-2 Your sales document type ZA## can be used in sales area 1000 / 10 / 00.

Sales and Distribution Sales Sales documents Sales document header Assign sales area to sales document types

The necessary entry (1000 / 10 / 00 / ZA##) has automatically been created by copying the sales document type.

If you want to implement restrictions, you first have to combine the sales organization, distribution channels, and divisions; then explicitly list the permitted document types in the Customizing activity Assign Sales Order Types permitted for Sales Areas.

1-3 Verify the settings in the sales order.

1-3-1 Enhance the customer master record.

Logistics Sales and Distribution Master data Business partners Customer Create Sales and Distribution

Customer: T-S62B## Sales area: Z000/Z0/00

Reference:Customer: T-S62B## Sales area: 1000 / 10 / 00

Tab: Orders Sales office: Z00 Sales group: Z0

Tab: Billing document Tax classification: 1

1-3-2 The data has been maintained.

Logistics Sales and Distribution Master data Products Material Trading goods Display

Choose Sales and Distribution: Sales Org Data 1 and then Organizational levels.

Sales organization: Z000 Distribution channel: Z0

1-3-3 Create the sales order.

1-3-4 Check the Customizing of your sales document type ZA##.

Fair##-order: Blank (Number is assigned internally when you save) Requested delivery date: Two days from today Pricing date: Today Purchase order date: Today Overview screen: Item overview Item number: 100

2-1 Compare the document types in Customizing.

Sales and Distribution Sales Sales documents Sales document header Define sales document types

2-1-1 The following fields in the rush order are different from those in the standard order (Note: these are the critical fields that are different – there are others):

Imm. delivery: Activated Shipping condition: 10 immediately Lead time in days: Blank

2-1-2 Change the document type.

2-1-3 Create the order and save.

2-1-4 Display the order and choose Document flow.

2-1-5 Undo the changes to the document type.

Imm. delivery: Blank Shipping condition: Blank Lead time in days: 2

Exercises

Unit: Controlling Sales Documents with the Item

Category

Topic: Item Categories and Item Category

Determination


Configure the Customizing of item categories Explain and control the automatic determination of item

categories.

Items in sales documents frequently have to be controlled differently, such as for pricing or billing.

This applies to items

that pass through several sales documents during the course of the transaction

Within an individual sales document

item categories are determined automatically.

1-1 Your customer tells you that she would like to add to her purchase order number ##LO605-OR05.

1-1-1 Enter another item with 16 units of material T-ATE##. The delivery date is in two week’s time.

1-1-2 You have also agreed to give your customer a free goods item of 1 unit of material T-ATE##. Enter the corresponding sub-item.

1-1-3 Is this item included in the net value of the order?

____________________________________

1-1-4 What are the item categories in this order?

Item 10: _________________________________

Item 20: _________________________________

Item 30: _________________________________

1-2 Complete the following table by looking in the IMG:

Item categor

y

Description Business

data

Sched. line

allowed

Item relev.

for delivery

Pricing

Structure scope

TAN Standard item

TANN Free-of-charge item

TAP Extent delivered

TAQ Extent delivered

TATX Text item

TAD Service

TAE Not priced

1-3 Why is the item category in the order automatically proposed by the system? Look for the relevant table in Customizing. What are the key fields for automatically determining the item categories?

1st key field: _________________________________

2nd key field: _________________________________

3rd key field: _________________________________

4th key field: _________________________________

1-4 Complete the following table:

Sales docume

nt type

Item category group

Item usage

Higher-level item category

Default item category

Manual item category


IN DIEN

QT TEXT

OR NORM

OR NORM TAN

OR NORM TAP

OR NORM TAQ

ZA## ERLA

ZA## ERLA TAQ

ZA## LUMF

ZA## LUMF TAP

1-5 Optional Your customer T-S62A## places a standard order with purchase order number ##LO605-OR06 in sales area 1000 / 10 / 00.

1-5-1 Enter the standard order with a requested delivery date of one week from today. Enter the following positions:

material: T-ATA## (5 units)Material: T-ZSA## (3 Std)

Which item category groups are assigned to the materials?

Item 10: _________________________________ Item 20: _________________________________

1-5-2 Which item categories are used? In Customizing, check which of the item categories are relevant for delivery and pricing.

Item category

Pricing Sched. line allowed

Item relev. for delivery

Item 10

Item 20

1-5-3 Deliver the order with purchase order number ##LO605-OR06. Delivery items are generated for which order items?

_________________________________

Why has a delivery item not been generated for the services item?

_______________________________________________________________

_______________________________________________________________


Category

Topic: Bills of Material (BOMs) in the Sales

Document


Create master records for sales BOMs Control BOMs in sales documents

You often have to explode BOMs in sales documents. In the process, you have to determine, for example, at which level price determination and/or transfer of requirements is performed.

2-1 Your material, T-FUA##, should appear as a bill of material in your sales documents.

2-1-1 Use this material to create a sales bill of material with T-ATA##, T-ATF## and T-ATG## (one unit each). Configure the bill of material items as stock items.

2-1-2 Create an order for your customer T-S62A## and your material T-FUA## (10 units). The purchase order number is ##LO605-OR07.

Does the system explode the bill of material?

____________________________________________________________

Why or why not?

____________________________________________________________

____________________________________________________________

____________________________________________________________

2-1-3 In future, you only want to determine the prices for the finished product. You want to list the individual components of the finished product for informational purposes. Change the material master for your material T-FUA## so that pricing only takes place at the main item level.

2-1-4 Check the effects of your change in the sales document by creating a new order for customer T-S62A## ordering material T-FUA## (10 units). Does the system explode the bill of material? Which items affect the net value of the order?

PO number: ##LO605-TA08

2-1-5 Change your material T-FUA## so that pricing only takes place at the sub-item level.

2-1-6 Check the effects of your change in the sales document by creating a new order for customer T-S62A## ordering material T-FUA## (10 units). Does the system explode the bill of material?Which items affect the net value of the order?

PO number: ##LO605-TA09

Solutions


Category

Topic: Item Categories and Item Category

Determination

1-1 Add to the order with purchase order number ##LO605-TA05.

1-1-1 material: T-ATE## (16 units) Delivery date: Two weeks from today

1-1-2 Enter the sub-item.

material: T-ATE## (1 unit) Higher-level item: 20

1-1-3 Is this item included in the net value of the order?

Select the free goods item and choose Item conditions.

No. The net value of the item is zero.

1-1-4 Determine the item categories.


Item 10: TANItem 20: TANItem 30: TANN

1-2 Check the definitions of the respective item categories.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Define item categories

Item categor

y

Description Business

data

Sched. line

allowed

Item relev.

for delivery

Pricing

Structure scope

TAN Standard item

x x - X -

TANN Free-of-charge item

x x - B -

TAP Extent delivered

- x - - A

TAQ Extent delivered

x x - X A

TATX Text item - - x - -

TAD Service x x - X -

TAE Not priced - x - - -

1-3 Check the assignment of the respective item categories.

IMG Sales and Distribution Sales Sales Documents

Sales Document Item Assign item categories

1st key field: SaTu Sales document type

2nd key field: ItCGr Item category group

3rd key field: Usage Item usage

4th key field: HlevItCa Item category of higher-level item

1-4

Sales docume

nt type

Item category group

Item usage

Higher-level item category

Default item category



IN DIEN AFX

QT TEXT AGTX

OR NORM TAN TAP TAQ

OR NORM TAN TANN

OR NORM TAP TAN

OR NORM TAQ TAE

ZA## ERLA TAQ

ZA## ERLA TAQ TAE

ZA## LUMF TAP

ZA## LUMF TAP TAN

1-5 Create the sales order.

1-5-1 Item 10: Item category group:NORMPosition 20: Item category group: LEIS

1-5-2

Item category

Pricing Sched. line allowed

Item relev. for delivery

Item 10 TAN X X -

Item 20 TAD X X -

1-5-3 A delivery item is generated for the standard item.

Schedule lines are allowed for the item category for the service item TAD. This means that delivery relevance is decided at schedule line level. The corresponding schedule line category CD is not relevant to delivery.


Category

Topic: Bills of Material (BOMs) in the Sales

Document

2-1 Enter and work with a bill of material.

2-1-1 Enter the bill of material

Logistics Sales and Distribution Master data Products Bill of material Bill of material Material BOM Create

Plant: 1200 Dresden Usage: 5 Sales and Distribution

BOM item category: L Stock item

2-1-2 Enter the bill of material into an order.

The BOM is not exploded.

IMG Sales and Distribution Sales Sales Documents

Sales Document Item Define item categories

The item category of the main item in the BOM, TAN, does not support the explosion of BOMs in the sales document (the "Structure scope" field is blank).

2-1-3 Change the item category group in the material master of the main item in the BOM.

Logistics Sales and Distribution Master data Products Material Trading goods Change

Choose Sales: Sales org. data 2

Sales organization: 1000Distribution channel: 10

Item category group: ERLA

2-1-4 Create an order.

The BOM is exploded. Pricing is only performed for the main item, as a result, the

net value of the order is calculated exclusively from this item.

2-1-5 Change the item category group in the material master of the main item in the BOM.

Logistics Sales and Distribution Master data Products Material Trading goods Change

Choose Sales: Sales org. data 2

Sales organization: 1000Distribution channel: 10

Item category group: LUMF

2-1-6 Create an order.

The BOM is exploded. Pricing is only performed for the sub-item, as a result, the net value of the order is calculated exclusively from the sub-items.

Exercises

Unit: Controlling Sales Documents -

Schedule Lines


Configure the Customizing of schedule line categories

Explain and control the automatic determination of schedule line categories

The schedule lines contain delivery quantities and dates for a sales document item. Later on in the business process, a schedule line can either create an item in a delivery or it can transfer the data to a subsequent sales document. You use the schedule line category to decide, for example, whether the system should check availability or transfer requirements for that schedule line.

1-1 Customer T-S62A## requests a quotation for 10 units of material T-ATA##.

1-1-1 Enter the quotation with purchase order number ##LO605-OT02. The quotation should be valid for a month.

1-1-2 On what date has the delivery of the schedule line been confirmed?

Confirmed date: _________________________________

1-1-3 Which item and schedule line categories have been determined?

Item category: _________________________________

Schedule line category: _________________________________

1-1-4 How does the schedule line category control this schedule line?

Item relev. for delivery _________________________________

Requirements transfer _________________________________

Availability check _________________________________

1-1-5 Try to deliver the quotation (change the delivery selection date to the schedule line confirmed date).

Can you do it?

____________________________________________________________


Schedule

line

cat.

Description Availability Transfer of

requirements

Item relev.

for delivery

Movement

type

AT Inquiry schedule line

BN No MRP

BP Deterministic MRP

CN No MRP

CP Deterministic MRP

DN Returns

1-3 After a comprehensive check of your quotation, customer T-S62A## places an order with you.

1-3-1 Enter a standard order with reference to the quotation created in previous exercise (order will use purchase order number ##LO605-OR10). Copy the quotation completely into the order.

1-3-2 On what date has the delivery of the schedule line been confirmed?

Confirmed date: _________________________________

1-3-3 Which item and schedule line categories have been determined?

Item category: _________________________________


1-3-4 How does the schedule line category control this schedule line?

Item relev. for delivery: _________________________________

Movement type: _________________________________

Requirements transfer: _________________________________

Availability check: _________________________________

1-3-5 Try to deliver the order. Can you do it?

____________________________________________________________

1-3-6 Optional Which screens contain information about the movement type and delivery blocks linked to schedule lines?

Movement type: _________________________________ Delivery block: _________________________________


Item category

MRP type Proposed

schedule line

category

Manual

schedule line

category

Manual

schedule line

category

ItCa Typ SchLD MSLCa MSLCa

AFN

AFN ND

AGN

TAN

TAN VM

TANN ND

REN

KBN

KEN

1-5 Optional Which schedule line category does the system determine for an item in item category TAN if the MRP type for the material is P3 (MRP fixing type -3-)?


Which search key does the system use?

Key: _________________________________

Solutions

Unit: Controlling Sales Documents -

Schedule Lines

1-1 Create the quotation

Logistics Sales and distribution Sales Quotation Create

1-1-1 Quotation type: QT PO number: ##LO605-AG02 Valid to: one month from today

1-1-2 Select the item and choose Schedule lines for item.

1-1-3 Item category: AGN Standard item Schedule line category: BV Verbrg. MRP

1-1-4 Navigate to the definition of the schedule line category.

IMG Sales and distribution Sales Sales Documents Schedule lines Define schedule line categories

Item relev. for delivery deactivated Req./Assembly deactivated Availability deactivated

1-1-5 No.The schedule lines of the quotation are not relevant for delivery.

1-2 Check the definition of the schedule line categories.

IMG Sales and distribution Sales Sales Documents Schedule lines Define schedule line categories

Schedule

line

cat.

Description Availability Transfer of

requirements

Item relev.

for delivery

Movement

type

AT Inquiry schedule line - - - -

BN No MRP - - - -

BP Deterministic MRP x x - -

CN No MRP - - x 601

CP Deterministic MRP x x x 601

DN Returns - - x 651

1-3 Create the sales order.

1-3-1 Choose Create with reference and enter the number of the quotation.

1-3-2 Select the item and choose Schedule lines for item.

1-3-3 Item category: TAN Schedule line category: CV

1-3-4 Item rel. for del. x Movement type 601 GD goods issue: delivery Req./Assembly x Availability x

1-3-5 Call the order and choose Sales document Deliver.

Yes.

1-3-6 Optional Select the item and choose Schedule lines for item.

The movement type is located on the Procurement tab page.

The delivery block is located on the Shipping tab page.

1-4 Check the assignment of the schedule line categories.

IMG Sales and distribution Sales Sales Documents Schedule lines Assign schedule line categories

Item category MRP type Proposed

schedule line

category

Manual

schedule line

category

Manual

schedule line

category

ItCa Typ SchLD MSLCa MSLCa

AFN AT BP

AFN ND AT

AGN BN BP

TAN CP

TAN VM CV

TANN ND CN

REN DN

KBN E1 E0

KEN C1 C0

1-5 Optional

Schedule line category: CP

Key: Item category: TANMRP type: Blank

No explicit entries are maintained for the item category and the MRP type in the assignment table.

In this case, the system checks whether an entry without a definition of the MRP type exists for the involved item category.

Exercises

Unit: Data Flow


Control how the completion status is updated between documents

Track the data transfer between sales documents and adapt it to meet the specific requirements of a business process

In each step within a business process, you formulate requirements that become prerequisites for the next step.

For example, you can define that a quotation can only lead to an order when

the sold-to party is identical in both documents or when

the customer’s order lies within the validity period of the quotation

1-1 You receive a request for quotation (Inquiry number ##LO605-IN02) from customer T-S62A##. The customer requests 50 units each of materials T-ATA## and T-ATB##. The requested delivery date is the first day of the next month.

1-1-1 Enter the inquiry.

1-1-2 What is the status of the items in the inquiry?

Total processing Rejection status Reference status

Header

Item 10

Item 20

1-1-3 After checking with your MRP controller, you know that you can offer the customer the requested quantity for material T-ATA##, but only 30 units of material T-ATB##. Enter a corresponding quotation (purchase number ##LO605-OT03) with reference to the inquiry. The quotation is valid for a month.

1-1-4 Which changes does the system make to the document status?


Inquiry

Header

Item 10

Item 20

Quotation

Header

Item 10

Item 20

1-1-5 Once your customer has checked the quotation, they order the first item with the complete quantity in the quotation, but initially only orders 20 units of the second item. Create the trade fair## order (purchase order number ##LO605-ZA##04).

1-1-6 Which changes are made to the status of the quotation?

Item Total processing Rejection status Reference status

Header

Item 10

Item 20

1-1-7 Your customer then informs you that they don’t want the open quantity of item 20 in the quotation because the product is too expensive. Reject the item in the quotation and check the changes to the status.

Reason for rejection: _________________________________


Header

Item 20

1-2 Try to create another order with reference to the quotation.

1-2-1 Can you do it?

____________________________________________________________

Why or why not?

____________________________________________________________

1-3 Optional You decide in copying control whether the item numbers for the subsequent document should be copied from the preceding document.

1-3-1 Was the item numbering in the trade fair## order (purchase order number ##LO605-ZA##04) recalculated or taken from the quotation?

____________________________________________________________

1-3-2 Item numbering should be re-determined when you create an order for order type ZA## with reference to a quotation. Change the settings in copying control accordingly.

1-3-3 Create a quotation for customer T-S62A## that is valid for a month, with purchase order number ##LO605-OT04 and any two items. Enter an order, order type ZA##, with reference to this quotation (purchase order number ##LO605-ZA##05). Copy both items.

Check the item numbering in the quotation and the sales order.

Item numbers in quotation: _________________________________

Item numbers in order: _________________________________

Solutions

Unit: Data Flow

1-1 Try out the Create with reference function.

1-1-1 Create the inquiry and save the document.

Logistics Sales and distribution Sales Inquiry Create

1-1-2 Logistics Sales and distribution Sales Inquiry Display

Choose Status overview.


Header Open Nothing rejected Not referenced

Item 10 Open Nothing rejected Not referenced


1-1-3 Create the quotation.

Logistics Sales and distribution Sales Quotation Create

Choose Create with reference Inquiry, enter the Inquiry number, choose Selection List, and reduce the quantity of the second item. Choose Copy.

1-1-4 Logistics Sales and distribution Sales Quotation Display

Choose Document flow, select one of the documents, and choose Status overview.


Inquiry

Header Completed Nothing rejected Fully referenced

Item 10 Completed Nothing rejected Fully referenced


Quotation

Header Open Nothing rejected Not referenced



1-1-5 Create the trade fair## order.

Logistics Sales and distribution Sales Order Create

Choose Create with reference Quotation (tab), enter the quotation number, choose Selection List, and reduce the quantity of the second item. Choose Copy.

1-1-6 Logistics Sales and distribution Sales Quotation Display

Choose Status overview.


Header Being processed Nothing rejected Partially referenced


Item 20 Being processed Nothing rejected Partially referenced

1-1-7 Choose Reason for rejection.

Reason for rejection: Too expensive


Header Completed Partially rejected Partially referenced

Item 20 Completed Fully rejected Partially referenced

1-2 Logistics Sales and Distribution Sales Order Create

Choose Create with Reference Quotation (tab)

1-2-1 You cannot create the quotation because it is already completed.

The system displays the following message: The reference has already been completely copied or rejected.

1-3 Check the Customizing of copying control for sales documents.

1-3-1 View the two documents.

The document numbers have been copied from the quotation. Otherwise, the item numbers would be generated in increments of 100.

1-3-2 IMG Sales and Distribution Sales Maintain copying control for sales documents

Choose Copying control: Sales document to sales document

Choose Change.

Choose Position.Target: ZA## Source: QT

Select the entry and choose Details. Choose Create with Reference Quotation.

Deselect field "Copy item number" and save.

1-3-3 Verify the settings in the process.

The document numbers are re-determined in the order, and item numbers are generated in increments of 100.

tasd40 sales and distribution - part i

Documents

sap bw business

sap overview content

sap introduction

business communities

selection sap

overview business processes

sap overview introduction

sales content