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www.WikiNewforum.com

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Roadmap

Introduction

Organization Structures

Master Data

Sales

Shipping

Billing

Business Processes

Reporting

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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

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Sales

Shipping

Billing

Master

DataForeign

Trade

Sales Info

System

Transportation

Sales

Support

SDWhat for art thou?

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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

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Shipping

Outbound Logistics

Picking, Packing & Inventory management

Generate Shipping Documents

Returns Deliveries & Stock Transfer

Process management through work listsand deadlines

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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

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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

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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)

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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

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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

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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

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Integration

Sales

Shipping

Billing

TransportDelivery

DebitMemo

CreditMemo

Invoice

SalesOrder

ReturnsSchedulingAgreement

SubsequentDelv. Free of

Charge

RushOrder

Contract

Inquiry

Quotation

SalesActivities

SIS

CAS

MM

FI

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Sales

Distribution Channel

Direct


Wholesale

Division

Puzzles

Sales OrganizationPuzzles

Division

Video Games


Direct

Sales OrganizationElectronic

Company Code

Game Keeper

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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

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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)

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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

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Exercises Create User Parameters

Assign an organization structure to a

parameter value. The system will copythese parameters into the fields oftransaction documents.

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Partner

Functions

Sold-to

Ship-to

Bill-to

Payer

Sales Employee

Credit Mgr.

Carrier

Contacts

Business Partners

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Account

Groups

Sold-to

Ship-to

Bill-to

Payer

Sales Employee

One-timeCustomer

Etc.

Definable

Account Groups

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General Data

Sales &

Distribution Data

Company Code

Data

SalesShippingBillingOutput

Partner functions

Account Mgmt.Payment TransactionsCorrespondenceInsurance

AddressControlMarketingUnloading PointForeign Trade

Contact Persons

Customer Master

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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


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Ship-to #: 123

Ship-to #: 234

Ship-to #: 393

Bill-to #: 123

Bill-to #: 654

Payer #: 123


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.

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Exercises Create customers

(sold-to) master records

Create a Ship-to Partner

Assign the Ship-To Partner to a Sold-ToPartner

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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

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Material MasterOrganization Structure

Relationship

Material# : 1090Description: Mt. Rushmore

Distribution

Channel

SalesOrganization

Plant

Storage

Location

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Material Master

Stock (Inventory) Overview

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Exercises Create sales views for materials

(sold-to) master records

Check the stock level (inventory)

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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

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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

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Exercises Create material prices

Create a customer specific material

price

Create a customer specific discount

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Business Documents

SD Document TypesConsignmentInquiry

Quotation Contract

ReturnsSales Order

Scheduling

AgreementRush Order

Returnable

PackagingCash Sale

Debit/Credit

Memo Request

Delivery Free of

Charge

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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

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...Information in Sales

Documents

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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

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Integration

Sales

Shipping

Billing

TransportDelivery

DebitMemo

CreditMemo

Invoice

SalesOrder



Charge

RushOrder

Contract

Inquiry

Quotation

SalesActivities

SIS

CAS

MM

FI

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Inquiry

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Quotation

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Exercises Create an inquiry

Create a quotation

Challenge View item business data

Create header and item texts

I t ti

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Integration

Sales

Shipping

Billing

TransportDelivery

DebitMemo

CreditMemo

Invoice

SalesOrder



Charge

RushOrder

Contract

Inquiry

Quotation

SalesActivities

SI

S

CAS

MM

FI

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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

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Contracts

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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

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Scheduling Agreements

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Scheduling Agreements

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Exercises Create a contract

Create a scheduling agreement

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Referencing Existing

DocumentsInquiry

Quotation

Order Order

Quotation

Contract

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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

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DocumentFlow

CreditManagement

Pricing

AvailabilityCheck

DeliveryScheduling

RequirementsTransfer

Sales Processing Functions

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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

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Document Flow

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Document Flow

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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

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DeliveryScheduling

RequirementsTransfer

AvailabilityCheck

Key Sales Functionality

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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

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Backward Scheduling

AvailabilityCheck

Transittime

SalesOrderDate

MaterialAvailability

Date

RequestedDelivery

Date

TransportationScheduling

DateLoading

Date

GoodsIssueDate

Loading

time

Pick / Pack

time

Transport.Lead time

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Forward Scheduling

SalesOrderDate

MaterialAvailability

Date

RequestedDelivery

Date

NewMaterial

AvailabilityDate

ConfirmedDelivery

Date

BackwardScheduling

AvailabilityCheck

RevisedDeliverySchedule

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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

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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

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Availability Check

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Availability Check

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Availability Check

Availability Check

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yComplete delivery on requested

date

Time

100

200

300

Order Qty : 125

Material Availability Date

Delivery Date

Order Date

Availability Check

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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

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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

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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

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Transfer of Requirements

F i T d &

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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

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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

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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

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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

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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

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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

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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

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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

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Types of Deliveries

CompleteDelivery

PartialDelivery

OrderCombination

Order Delivery

Order

Delivery

Delivery

Delivery

Order

DeliveryOrder

Order

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Processing Deliveries

Shipping Point

Picking Packing

PostGoods

Issue

Delivery

Note

Pick listPacking listBill of lading

Labels

Outputs

Status

Status

OverallPickingPicking Confirmation

PackingGoods Movement

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Delivery Due ListDelivery

Deliverywithout

Reference

Returns Delivery

Transfer Order

Delivery Document Processing

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Order Delivery

Creating a Delivery

Manual delivery creation

One-to-one with an order

Provides greatest flexibility

Process complete or partial deliveries

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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

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Delivery Due List

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Delivery Due List

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Picking

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Packing

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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

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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

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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

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Billing Methods

DeliveryOrder

Delivery Invoice

DeliveryOrder

Collective

Invoice

Order DeliveryInvoice

Invoice

Invoice

Split

Order

Single

Invoice

DeliveryOrder Invoice

Invoice

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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


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Billing Document Processing Individual Billing


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Billing Document Processing Billing Due List


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Billing Document Processing Billing Due List

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Billing - Postings

Sales

4500

A/R recon.

4300

Customer

4300

General Ledger

Discount

200

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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

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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

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Sales Shipping Billing

InvoiceDeliverySalesOrder

CreditMemo

Request

DebitMemoRequest

Credit

Memo

Debit

Memo

Credit/Debit Memo Processing

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Customer Return

Sales

Order

Credit

Memo

Return(Create)

Delivery(Returns)

Delivery

Return(Remove

billing

block)

Sales Shipping Sales Billing

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Invoice

Delivery

(2)

Delivery

(1)

ConsignmentFill-up

ConsignmentIssue

(Inventory atcustomer)

Sales Shipping Billing

Consignment

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Sales Sales Shipping

DeliverySalesOrder

Free ofChargeDelivery

Free ofCharge

Delivery

Delivery

Delivery

1

2

Free of Charge Delivery

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Exercises

Process a Customer Return

Create a Return Document

Complete the Return Delivery Issue a Credit

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Exercises

Complete a Sales Business cycle

Use your skills to walk through a sales

cycle Quotation to Billing

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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

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Output Media

FAX

Printed

DocumentsEmail

EDI

Workflow

InternetSD

Document

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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

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Data Flow & Functionality

Transaction

InformationSIS

L I S

DataWarehouse

Analysis

(Reporting)

Planning

Early Warning

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Reporting Tools

Value display - absolute or percentage

Top N - top 10, top 100, etc.

Sorting - ascending or descendingABC

Classification

Graphics - 2D, 3D

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Reporting Tools

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Standard Analysis

6 Pre-defined drill-down reports

Customer

Material Sales Organization

Shipping Point

Sales Employee Sales Office

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Customer Analysis

Sold-to party

Period

Sales Organization Distribution Channel

Division

Material

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Customer Analysis

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Material Analysis

Material

Period


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Sales Organization Analysis

Sales Organization

Period

Distribution Channel Division

Sales District

Sold-to Party

Material

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Shipping Point Analysis

Shipping Point

Period

Route Forwarding Agent

Destination Country

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Sales Employee Analysis

Sales Employee

Period


Division

Sold-to Party

Material

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Sales Office Analysis

Sales Office

Period


Division

Sales Group

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Accessing More SIS Reports

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Exercises

Review the information collected by SIS

Have some fun and play with the

different reports, functions and graphics