View
215
Download
0
Category
Preview:
Citation preview
7/30/2019 51636600-SD-OVerview
1/119
www.WikiNewforum.com
7/30/2019 51636600-SD-OVerview
2/119
Roadmap
Introduction
Organization Structures
Master Data
Sales
Shipping
Billing
Business Processes
Reporting
7/30/2019 51636600-SD-OVerview
3/119
R/3Central Repository
of Information
FIFinancialAccounting
COControlling
AMFixed Assets
Mgmt..
PSProjectSystem
WFWorkflow
ISIndustry
Solutions
MMMaterialsMgmt..
HRHuman
Resources
SD
Sales &Distribution
PPProductionPlanning
QMQuality
Manage-ment
PMPlant Main-
tenance
Order Mgmt.
Shipping / Transportation
Billing / Invoicing
Sales Support
Sales Information
MRPPurchasingGoods MovementsInvoice VerificationInventory MgmtWarehouse Mgmt.Vendor EvaluationPurchasing Information
Sales Planning (SOP)
Production Planning
MRP/MRP2
ForecastingCapacity Planning
Production Activity
Costing
Project Management
Quality Planning
Quality Inspection
Quality Control
Quality Documentation
Quality Information
Maintenance & InspectionPlanning
Processing of plant Maint.orders
Mgmt.of completionconfirmations
History Mgmt.Plant Maintenance Info.
Payroll Workforce PlanningTime Mgmt. Training Admin.Travel Expense Actg. Organization Mgmt.
Benefits Personnel PlanningRecruitment Personnel Admin.
Result of the ICOEs
Industry specificfunctionality
Automate BusinessProcesses
Supports all Modules
Funds Mgmt.
Resource Mgmt.
Quality Control
Time Mgmt.
Technical Asset. Mgmt.Investment Control
Traditional Asset Actg.Investment Mgmt.
Cost Element Actg..Cost Center Actg.Activity Based CostingActivities & ServicesCostingOrder and Project Actg.
General Ledger
Accounts Receivable
Accounts Payable
Cash Management
Financial Controlling
Consolidation
Financial Assets Mgmt.
Inter-company Accounting
Foreign Currencies & Taxation
7/30/2019 51636600-SD-OVerview
4/119
Sales
Shipping
Billing
Master
DataForeign
Trade
Sales Info
System
Transportation
Sales
Support
SDWhat for art thou?
7/30/2019 51636600-SD-OVerview
5/119
Nerve center forcustomer ordermanagement
Highly customizable
Support for simple andcomplex pricing
Integrated ATP Integrated credit
management
Business functionality Inquiries & Quotes
Sales Orders
Returns
Contracts & SchedulingAgreements
Consignment
Rush Orders & Cash Sales
Back Orders & SubsequentDeliveries
Credit & Debit MemoRequests
Sales
7/30/2019 51636600-SD-OVerview
6/119
Shipping
Outbound Logistics
Picking, Packing & Inventory management
Generate Shipping Documents
Returns Deliveries & Stock Transfer
Process management through work listsand deadlines
7/30/2019 51636600-SD-OVerview
7/119
Billing
Invoicing automated or manual
Comprehensive set of billing functions
Linked documents e.g. invoice &credit memo
Real-time integration with FI
Pricing / Re-pricing functionality
7/30/2019 51636600-SD-OVerview
8/119
Master Data
Detailed information and functionalitydefined for customers, materials and
pricing
Flexible data structures that support thebusiness environment
Specialized master data to support salesorder processing
7/30/2019 51636600-SD-OVerview
9/119
S I S
Flexible tool that allows you to collect,consolidate, and utilize data from sales
and distribution processing
A component of the LogisticsInformation System (LIS)
7/30/2019 51636600-SD-OVerview
10/119
Transportation
Transportation Management
Transport Routes legs and transit time
Deadline management critical dates
Shipment monitoring actual dates vs.planned dates
Transportation Scheduling coordinatingtransportation to shipping schedule
7/30/2019 51636600-SD-OVerview
11/119
Computer-Aided Sales / Sales
Support Provides the functionality to support the staff
involved in business development andcustomer service processes
Primary functions
Sales Prospects
Contact Persons
Competitors & Competitive Products Sales Activities
Direct Marketing
7/30/2019 51636600-SD-OVerview
12/119
Foreign Trade
Scaled export control: country, customer,product, point in time
Export license management Supported by comprehensive master data:
embargo/boycott, Table of Denial, etc.
Facility for standard government reportingNAFTA, EU
Integrated in Sales and Shipping functionality
7/30/2019 51636600-SD-OVerview
13/119
Integration
Sales
Shipping
Billing
TransportDelivery
DebitMemo
CreditMemo
Invoice
SalesOrder
ReturnsSchedulingAgreement
SubsequentDelv. Free of
Charge
RushOrder
Contract
Inquiry
Quotation
SalesActivities
SIS
CAS
MM
FI
7/30/2019 51636600-SD-OVerview
14/119
7/30/2019 51636600-SD-OVerview
15/119
Sales
Distribution Channel
Direct
Distribution Channel
Wholesale
Division
Puzzles
Sales OrganizationPuzzles
Division
Video Games
Distribution Channel
Direct
Sales OrganizationElectronic
Company Code
Game Keeper
7/30/2019 51636600-SD-OVerview
16/119
Company
SalesOrganization 1 SalesOrganization 2
Distribution
Channel IDivision BDivision A
Division CDivision BDivision A
Division C
DistributionChannel II Division B
Division A Division BDivision C
Sales
7/30/2019 51636600-SD-OVerview
17/119
Internal Sales
Sales Group
Northeast
Sales Group
Atlantic
Sales Office
Eastern
Sales Group
Mid-South
Sales Group
South
Sales Office
Southern
Sales Group
Rocky Mtns
Sales Group
West Coast
Sales Office
Western
Sales Area
(Game Keeper;
Direct ;
Puzzles)
7/30/2019 51636600-SD-OVerview
18/119
Shipping and Transportation
Loading Pt
Docks 1 - 4
Loading Pt
Docks 5 & 6
Shipping Pt
Freight Dock
Loading Pt
Dock 1
Shipping Pt
Express
Plant Transportation Planning Pt
Shipping & Traffic Office
7/30/2019 51636600-SD-OVerview
19/119
Exercises Create User Parameters
Assign an organization structure to a
parameter value. The system will copythese parameters into the fields oftransaction documents.
7/30/2019 51636600-SD-OVerview
20/119
Partner
Functions
Sold-to
Ship-to
Bill-to
Payer
Sales Employee
Credit Mgr.
Carrier
Contacts
Business Partners
7/30/2019 51636600-SD-OVerview
21/119
Account
Groups
Sold-to
Ship-to
Bill-to
Payer
Sales Employee
One-timeCustomer
Etc.
Definable
Account Groups
7/30/2019 51636600-SD-OVerview
22/119
General Data
Sales &
Distribution Data
Company Code
Data
SalesShippingBillingOutput
Partner functions
Account Mgmt.Payment TransactionsCorrespondenceInsurance
AddressControlMarketingUnloading PointForeign Trade
Contact Persons
Customer Master
7/30/2019 51636600-SD-OVerview
23/119
Ship-to #: 123 Bill-to #: 123
Ship-to #: 234 Bill-to #: 654
Ship-to #: 393 Payer #: 123
Sold-to #: 123
Company Code: CC
Sales Area: SO-A, DC-A, Div-A
Example 1 Example 2Business Partners, cont.
Ship-to #: 123
Bill-to #: 123
Payer #: 123
Sold-to #: 123
Company Code: CC
Sales Area: SO-A, DC-A, Div-A
7/30/2019 51636600-SD-OVerview
24/119
Ship-to #: 123
Ship-to #: 234
Ship-to #: 393
Bill-to #: 123
Bill-to #: 654
Payer #: 123
Sales Area: SO-A, DC-A, Div-A
Ship-to #: 123
Ship-to #: 393
Bill-to #: 123
Payer #: 123
Sales Area: SO-A, DC-A, Div-B
Sold-to #: 123Company Code: CC
Example 3Business Partners, cont.
7/30/2019 51636600-SD-OVerview
25/119
Exercises Create customers
(sold-to) master records
Create a Ship-to Partner
Assign the Ship-To Partner to a Sold-ToPartner
7/30/2019 51636600-SD-OVerview
26/119
Sales Area Data
Delivering plantSales texts
Sales unit of measureShipping dataPricing groups
General Data
Material number & type
DescriptionUnit of measureWeight / Volume
Division
Plant Specific Data
MRP ProfileProduction
Accounting / CostingExport data
Storage Location Data
Storage ConditionsTemperature Conditions
Material Master
7/30/2019 51636600-SD-OVerview
27/119
Material MasterOrganization Structure
Relationship
Material# : 1090Description: Mt. Rushmore
Distribution
Channel
SalesOrganization
Plant
Storage
Location
7/30/2019 51636600-SD-OVerview
28/119
Material Master
Stock (Inventory) Overview
7/30/2019 51636600-SD-OVerview
29/119
Exercises Create sales views for materials
(sold-to) master records
Check the stock level (inventory)
7/30/2019 51636600-SD-OVerview
30/119
Material
Price listCustomer specific
Other
Federal
StateCountyLocalOther
Incoterms
Other
Customer
MaterialPrice group
Mat. Pricing group
Customer/material
Cust./matl. pr. group
Price group / materialPrice grp./mat. pr. Grp
Free Goods
(Internal & External)
Other
Discounts &Surcharges
Prices Taxes FreightPricing
7/30/2019 51636600-SD-OVerview
31/119
Sales Org. Dist.Ch. Customer MaterialUS01 WH 123678 MAT-12
Validity Period
Valid from: 01/01/98Valid to : 12/31/2001
Scale quantity UoM Rate Unit By Uom
100 ea 9.00 USD 1 ea
From 1 ea 10.00 USD 1 ea
1000 ea 7.50 USD 1 ea
Pricing Scales
7/30/2019 51636600-SD-OVerview
32/119
Exercises Create material prices
Create a customer specific material
price
Create a customer specific discount
7/30/2019 51636600-SD-OVerview
33/119
Business Documents
SD Document TypesConsignmentInquiry
Quotation Contract
ReturnsSales Order
Scheduling
AgreementRush Order
Returnable
PackagingCash Sale
Debit/Credit
Memo Request
Delivery Free of
Charge
7/30/2019 51636600-SD-OVerview
34/119
Header
Line item
Line Item
Schedule line
Schedule line
Schedule line
Business dataPricingPartnerOutput
TextsP.O. dataSales area data
Material (product)QuantityAlt. Ship-toPricingBusiness data
Delivery date
QuantityShipping dataProcurement dataPartial delivery data
Structure of Sales Documents
7/30/2019 51636600-SD-OVerview
35/119
...Information in Sales
Documents
7/30/2019 51636600-SD-OVerview
36/119
Exercises Create a sales order
Challenge View header business data
View order with different Overview tabs
View item pricing
Change the delivery date(hint: use fast change of functionality)
I t ti
7/30/2019 51636600-SD-OVerview
37/119
Integration
Sales
Shipping
Billing
TransportDelivery
DebitMemo
CreditMemo
Invoice
SalesOrder
ReturnsSchedulingAgreement
SubsequentDelv. Free of
Charge
RushOrder
Contract
Inquiry
Quotation
SalesActivities
SIS
CAS
MM
FI
7/30/2019 51636600-SD-OVerview
38/119
Inquiry
7/30/2019 51636600-SD-OVerview
39/119
Quotation
7/30/2019 51636600-SD-OVerview
40/119
Exercises Create an inquiry
Create a quotation
Challenge View item business data
Create header and item texts
I t ti
7/30/2019 51636600-SD-OVerview
41/119
Integration
Sales
Shipping
Billing
TransportDelivery
DebitMemo
CreditMemo
Invoice
SalesOrder
ReturnsSchedulingAgreement
SubsequentDelv. Free of
Charge
RushOrder
Contract
Inquiry
Quotation
SalesActivities
SI
S
CAS
MM
FI
7/30/2019 51636600-SD-OVerview
42/119
Contracts
ContractSold-to : ABC Company Valid from : 05/01/1998
Valid to : 04/30/1999
Material Qty Description
PUZ-001 10000 Grand Canyon, 24x18, 2000 pc
Release Order
Release Order
7/30/2019 51636600-SD-OVerview
43/119
Contracts
7/30/2019 51636600-SD-OVerview
44/119
Scheduling AgreementsScheduling Agreement
Sold-to : ABC Company Valid from : 05/01/1998Valid to : 12/31/1998
Dlv. Date Qty
Material Qty Description
PUZ-002 1200 Mt. Rushmore, 24x18, 2000 pc
Schedule Lines10/1/1998 600
8/1/1998 300
6/1/1998 300
Delivery6/1/1998
Delivery8/1/1998
Delivery10/1/1998
7/30/2019 51636600-SD-OVerview
45/119
Scheduling Agreements
7/30/2019 51636600-SD-OVerview
46/119
Scheduling Agreements
7/30/2019 51636600-SD-OVerview
47/119
Exercises Create a contract
Create a scheduling agreement
7/30/2019 51636600-SD-OVerview
48/119
Referencing Existing
DocumentsInquiry
Quotation
Order Order
Quotation
Contract
7/30/2019 51636600-SD-OVerview
49/119
7/30/2019 51636600-SD-OVerview
50/119
Exercises Create a sales order referencing a
quotation
Create a sales order referencing acontract
Challenge
Check the contract to see how thereferencing sales order impacted thequantities
7/30/2019 51636600-SD-OVerview
51/119
DocumentFlow
CreditManagement
Pricing
AvailabilityCheck
DeliveryScheduling
RequirementsTransfer
Sales Processing Functions
7/30/2019 51636600-SD-OVerview
52/119
Credit ManagementCredit master data for customer
(FI & SD)
Customer ABC Co.Credit Risk MediumCredit Limit $300,000Credit Limit Used $225,000
Create Sales Order
Customer ABC Co.Net Amount $100,000
System Functions
Sales order credit blockR/Mail to credit mgr., etc.No transfer of requirements
Change Sales Order
Credit blockReserve ATP inventory
Credit Issue Resolved
7/30/2019 51636600-SD-OVerview
53/119
Document Flow
7/30/2019 51636600-SD-OVerview
54/119
Document Flow
7/30/2019 51636600-SD-OVerview
55/119
Order Processing Functionality
Availability check & Transfer ofrequirements to MRP
mutual dependence delivery options: one-time, proposal
Pricing
Credit check Shipping point & route determination
Foreign trade & license processing
7/30/2019 51636600-SD-OVerview
56/119
DeliveryScheduling
RequirementsTransfer
AvailabilityCheck
Key Sales Functionality
7/30/2019 51636600-SD-OVerview
57/119
Delivery Scheduling
Determines whether the customersrequested delivery date can be met or if
a new delivery date must be calculated.Automated scheduling of essential
shipping activities
7/30/2019 51636600-SD-OVerview
58/119
Backward Scheduling
AvailabilityCheck
Transittime
SalesOrderDate
MaterialAvailability
Date
RequestedDelivery
Date
TransportationScheduling
DateLoading
Date
GoodsIssueDate
Loading
time
Pick / Pack
time
Transport.Lead time
7/30/2019 51636600-SD-OVerview
59/119
Forward Scheduling
SalesOrderDate
MaterialAvailability
Date
RequestedDelivery
Date
NewMaterial
AvailabilityDate
ConfirmedDelivery
Date
BackwardScheduling
AvailabilityCheck
RevisedDeliverySchedule
7/30/2019 51636600-SD-OVerview
60/119
Availability Check
Integrated with Delivery Scheduling toconfirm inventory for the material
availability date for an item Evaluates the complete scope of
inventory, including all inward andoutward movement of goods
Proposes delivery options
Integrated with Backorder Processing
7/30/2019 51636600-SD-OVerview
61/119
Availability CheckScope of Check
InventoryInbound
Planned orders
Production orders
Purchase reqs.
Purchase orders
Replenishment lead
time
Outbound
Sales reqmts.
Delivery reqmts.
Reservations
Dependent reqmts.
Unrestricted
stock
Quality check
Safety stock
In transit
Other plants
7/30/2019 51636600-SD-OVerview
62/119
Availability Check
7/30/2019 51636600-SD-OVerview
63/119
Availability Check
7/30/2019 51636600-SD-OVerview
64/119
Availability Check
Availability Check
7/30/2019 51636600-SD-OVerview
65/119
yComplete delivery on requested
date
Time
100
200
300
Order Qty : 125
Material Availability Date
Delivery Date
Order Date
Availability Check
7/30/2019 51636600-SD-OVerview
66/119
yComplete quantity on a laterdate
Time
100
200
300
Order Qty : 250
New Mat. Avail. Date
Orig. Delivery Date
Orig. Mat. Avail. Date
New Delivery Date
Order Date
A il bilit Ch k
7/30/2019 51636600-SD-OVerview
67/119
Availability CheckPartial Deliveries
Time
100
200
300
Order Qty : 250
Addl Mat. Avail. Date
Orig. Delivery Date
Orig. Mat. Avail. Date
Addl Delivery Date
Order Date
7/30/2019 51636600-SD-OVerview
68/119
Transfer of Requirements
Header
Line item
Line Item
Schedule line
Schedule line
Schedule line
Schedule linedetermines whether:
Availability Check is carried
out
Requirements are
transferred to MRP
7/30/2019 51636600-SD-OVerview
69/119
Transfer of Requirements
F i T d &
7/30/2019 51636600-SD-OVerview
70/119
Foreign Trade &License Processing
Predefined trade areas NAFTA
Automated reporting for trade areas
Automated export control
license management
embargo lists
control by customer, country, product,point in time
7/30/2019 51636600-SD-OVerview
71/119
Sales functionality that is enhanced by specialized master data
Tools for simplifying, expediting and customizing sales
related data entry
Product ProposalsMaterial
Listing/Exclusion
Customer/MaterialInfo Record
MaterialDetermination
Sales Tools
7/30/2019 51636600-SD-OVerview
72/119
Customer Master
1013579966
ABC Co.The MartBig Guy Inc.
Sales Order #1000
Sales Order #1001
Sales Order #1002
Product Proposal
10 Material Qty20 Material Qty30 Material Qty
PP-1 Product Proposal
10 Material Qty20 Material Qty30 Material Qty
PP-5
Product Proposal
7/30/2019 51636600-SD-OVerview
73/119
Matl-1 Mt. Rushmore ABC-P-1
Matl-2 Grand Canyon ABC-P-14
Matl-3 Golden Gate Bridge ABC-P-7
Sold-to Party: ABC Co.Valid from : 03/01/1998Valid to : 12/31/9999
Material Description CustomerNumber
Customer-Material Info Record
7/30/2019 51636600-SD-OVerview
74/119
Material Listing
Material
Matl-1
Matl-2
Matl-3
Matl-2
Matl-2
Customer
278
278
278
7784
45
Material Exclusion
Material
Matl-1
Matl-2
Matl-3Matl-2Matl-1
Customer
19
19
34003400
45
Sales OrderSold-to Party: 278
10 Matl-1 10020 Matl-4 100
Material Listing / Exclusion
Material Determination
7/30/2019 51636600-SD-OVerview
75/119
Material Determinationa.k.a. Material Substitution
Sales Order
Sold-to Party: 278
10 Matl-1 100
Matl-1x
Matl-1 Mt. Rushmore Matl-1x Ea 0005Matl-2 Grand Canyon Matl-2x Ea 0005
Valid from : 03/01/1998Valid to : 12/31/1999Proposed reason: 0005 Automatic
MatEntered Description Material UoM Reason
7/30/2019 51636600-SD-OVerview
76/119
Exercises
Create a Customer-Material Info. Record
Create a Product Proposal
Assign the Product Proposal to a customermaster record
Create a Sales Order Referencing a ProductProposal
Create a Sales Order Using Customer-MaterialInfo. Record
7/30/2019 51636600-SD-OVerview
77/119
Shipping Features
Flexible processing functionality tosupport shipping/delivery functions
Scheduling/Planning supported through work lists and
deadline monitoring
Tightly integrated to MM, FI, SD and WM
PickingPacking
Goods Issue
TransportationForeign Trade
Cancel Goods Issue
7/30/2019 51636600-SD-OVerview
78/119
Types of Deliveries
CompleteDelivery
PartialDelivery
OrderCombination
Order Delivery
Order
Delivery
Delivery
Delivery
Order
DeliveryOrder
Order
7/30/2019 51636600-SD-OVerview
79/119
Processing Deliveries
Shipping Point
Picking Packing
PostGoods
Issue
Delivery
Note
Pick listPacking listBill of lading
Labels
Outputs
Status
Status
OverallPickingPicking Confirmation
PackingGoods Movement
7/30/2019 51636600-SD-OVerview
80/119
Delivery Due ListDelivery
Deliverywithout
Reference
Returns Delivery
Transfer Order
Delivery Document Processing
7/30/2019 51636600-SD-OVerview
81/119
Order Delivery
Creating a Delivery
Manual delivery creation
One-to-one with an order
Provides greatest flexibility
Process complete or partial deliveries
7/30/2019 51636600-SD-OVerview
82/119
DeliveryOrder
Order
OrderOrder
Order
Delivery
Delivery
Delivery
Delivery Due List
Generates a work list of deliveries
Processes deliveries and material transfers
Can be scheduled to run in batch Automatically combines deliveries
7/30/2019 51636600-SD-OVerview
83/119
Delivery Due List
7/30/2019 51636600-SD-OVerview
84/119
Delivery Due List
7/30/2019 51636600-SD-OVerview
85/119
Picking
7/30/2019 51636600-SD-OVerview
86/119
Packing
7/30/2019 51636600-SD-OVerview
87/119
Post Goods Issue
General Ledger (FI)
CGS
750
Inventory
750
Del
Ivery
Picking
Packing
Post GoodsIssue
Status & Schedule linesupdated
Sales Order(SD)
Inventory level updated -Goods Issue
Inventory (MM)
Overall: CompletedPicking: CompletedPacking: Completed
Goods issue: Completed
Delivery Status
7/30/2019 51636600-SD-OVerview
88/119
Exercises
Process deliveries using the Delivery Due List
Complete the delivery process
Cancel PGI (Remember to un-cancel!) Challenge
Look at one of the orders, that has beendelivered, check the:
Schedule line(s)
Header & item status
7/30/2019 51636600-SD-OVerview
89/119
Billing Overview
Automated invoicing relative to salesorders or deliveries and date basedbilling
Robust pricing capability
Functionality for credit and debitmemos and rebate processing
Integration with Financials and creditmanagement
7/30/2019 51636600-SD-OVerview
90/119
Billing Methods
DeliveryOrder
Delivery Invoice
DeliveryOrder
Collective
Invoice
Order DeliveryInvoice
Invoice
Invoice
Split
Order
Single
Invoice
DeliveryOrder Invoice
Invoice
7/30/2019 51636600-SD-OVerview
91/119
Billing Due List Individual / Manual
Creates a single invoice
from an order or delivery
Generates a billing list from
eligible documents
(deliveries/orders) based on
selection criteria
Billing Document Processing
Billing Document Processing
7/30/2019 51636600-SD-OVerview
92/119
Billing Document Processing Individual Billing
Billing Document Processing
7/30/2019 51636600-SD-OVerview
93/119
Billing Document Processing Billing Due List
Billing Document Processing
7/30/2019 51636600-SD-OVerview
94/119
Billing Document Processing Billing Due List
7/30/2019 51636600-SD-OVerview
95/119
Billing - Postings
Sales
4500
A/R recon.
4300
Customer
4300
General Ledger
Discount
200
7/30/2019 51636600-SD-OVerview
96/119
Billing Plans
Billing Schedule Accumulated amount for adefined billing period
Periodic Billing evenly proportioned
amounts billed on a defined paymentschedule. Installment amounts arecalculated automatically
Resource related consumed resources suchas services or make-to-order production
Milestone Billing Distributing the totalamount over multiple billing dates
7/30/2019 51636600-SD-OVerview
97/119
Exercises
Process Invoices Using the Billing DueList
Challenge Look at one of the orders, that has been
delivered, check the:
Header & item status
View the Billing items and Accountingdocuments of any of the billing documents
7/30/2019 51636600-SD-OVerview
98/119
Sales Shipping Billing
InvoiceDeliverySalesOrder
CreditMemo
Request
DebitMemoRequest
Credit
Memo
Debit
Memo
Credit/Debit Memo Processing
7/30/2019 51636600-SD-OVerview
99/119
Customer Return
Sales
Order
Credit
Memo
Return(Create)
Delivery(Returns)
Delivery
Return(Remove
billing
block)
Sales Shipping Sales Billing
7/30/2019 51636600-SD-OVerview
100/119
Invoice
Delivery
(2)
Delivery
(1)
ConsignmentFill-up
ConsignmentIssue
(Inventory atcustomer)
Sales Shipping Billing
Consignment
7/30/2019 51636600-SD-OVerview
101/119
Sales Sales Shipping
DeliverySalesOrder
Free ofChargeDelivery
Free ofCharge
Delivery
Delivery
Delivery
1
2
Free of Charge Delivery
7/30/2019 51636600-SD-OVerview
102/119
Exercises
Process a Customer Return
Create a Return Document
Complete the Return Delivery Issue a Credit
7/30/2019 51636600-SD-OVerview
103/119
Exercises
Complete a Sales Business cycle
Use your skills to walk through a sales
cycle Quotation to Billing
7/30/2019 51636600-SD-OVerview
104/119
SD Output & Reporting
Sales Activities
Sales Letters
Sales Activities &
Sales Summary
Direct Mailing
C A S
Inquiry Conf.
Quotation
Order Ack.
Contract
Credit Alert
Receipt
SALES
Delivery Note
Picking List
Packing List
Bill of Lading
SHIPPING
Export Docs.
Bill of Loading
TRANSPORT
Invoice
Invoice List
Credit Memo
Debit Memo
BILLING
Sales & Distribution
7/30/2019 51636600-SD-OVerview
105/119
Output Media
FAX
Printed
DocumentsEmail
EDI
Workflow
InternetSD
Document
7/30/2019 51636600-SD-OVerview
106/119
Sales Information System
Flexible information system designed tosupport business planning, forecastingand reporting
Pre-defined catalog of performancemeasures and reports
On-demand access to reports and
exceptions Data maintained in a separate database
7/30/2019 51636600-SD-OVerview
107/119
Data Flow & Functionality
Transaction
InformationSIS
L I S
DataWarehouse
Analysis
(Reporting)
Planning
Early Warning
7/30/2019 51636600-SD-OVerview
108/119
Reporting Tools
Value display - absolute or percentage
Top N - top 10, top 100, etc.
Sorting - ascending or descendingABC
Classification
Graphics - 2D, 3D
7/30/2019 51636600-SD-OVerview
109/119
Reporting Tools
7/30/2019 51636600-SD-OVerview
110/119
Standard Analysis
6 Pre-defined drill-down reports
Customer
Material Sales Organization
Shipping Point
Sales Employee Sales Office
7/30/2019 51636600-SD-OVerview
111/119
Customer Analysis
Sold-to party
Period
Sales Organization Distribution Channel
Division
Material
7/30/2019 51636600-SD-OVerview
112/119
Customer Analysis
7/30/2019 51636600-SD-OVerview
113/119
Material Analysis
Material
Period
Sales Organization Distribution Channel
7/30/2019 51636600-SD-OVerview
114/119
Sales Organization Analysis
Sales Organization
Period
Distribution Channel Division
Sales District
Sold-to Party
Material
7/30/2019 51636600-SD-OVerview
115/119
Shipping Point Analysis
Shipping Point
Period
Route Forwarding Agent
Destination Country
7/30/2019 51636600-SD-OVerview
116/119
Sales Employee Analysis
Sales Employee
Period
Sales Organization Distribution Channel
Division
Sold-to Party
Material
7/30/2019 51636600-SD-OVerview
117/119
Sales Office Analysis
Sales Office
Period
Sales Organization Distribution Channel
Division
Sales Group
7/30/2019 51636600-SD-OVerview
118/119
Accessing More SIS Reports
7/30/2019 51636600-SD-OVerview
119/119
Exercises
Review the information collected by SIS
Have some fun and play with the
different reports, functions and graphics
Recommended