MELJUN CORTES Sales and Distribution Rules

Unit 17

Sales and Distribution (SD)

- Rules -

January 2008© SAP AG - University Alliances and The

Rushmore Group, LLC 2008. All rights reserved.

2

Business Process Integration

Rules

SD



3

Rules

• Defines the parameters for Master Data and Transactions

• Determines functionality for Master Data and Transactions

• Relatively fixed• Changes as policy changes



4

R/3

FIFinancialAccounting

COControlling

PSProjectSystemWF

WorkflowISIndustrySolutions

MMMaterials Mgmt.

HRHumanResources

SDSales and Distribution

PPProductionPlanning

QMQualityMgmt.PM

Plant Maintenance

SMServiceMgmt.

Client / ServerIntegrated BusinessSolution

ECEnterpriseControlling

AMFixed AssetsMgmt.




5

Assign Sales Area to Pricing Procedure

Pricing Procedure Assignment uses thecombination of:• Sales Area• Document Pricing Procedure• Customer Pricing Procedure

Each combination of these has a pricing procedure assigned



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Availability Check

• In determining the material availability date the system can include specific stocks if selected, such as:– Safety stock– Stock in transfer– Quality inspection stock– Blocked stock– Restricted use stock– All movements of stock



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Credit Checking

• Static Credit Limit Check – Open Orders– Open Deliveries– Open Billing documents– Open Items (accounts receivable)

• Credit check to maximum document value (per order)



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Shipping Functions

• Shipping Point Determination– The shipping point is selected for each line item

based on the shipping point determination process

– Shipping point based on:– Shipping condition– Loading group– Delivering plant



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Shipping Functions – (continued)

• Route Definition– Delivery method and the transit time – ‘Dummy’ routes can be used to easily define

transit time • Route Determination

– Proposed route is chosen using– Shipping point– Destination country– Transportation zone – Shipping condition



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Revenue Assignment Determination

• Transfers billing values from the Sales and Distribution to Finance

• Used to recognize revenue• Keys used to allocate revenue to the proper

account



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Automatic Account Assignment

• Defines the G/L accounts that billing entries are posted to — revenue, sales deductions, surcharges, freight charges, etc.

Application

V

Sales

ConditionType

KOFI

ConditionTables

Chart ofAccounts

C001

SalesDocument

SalesOrganization

S001

SalesDocument

CustomerAccount Group

01

CustomerMaster

AccountKey

ERL

PricingProcedure

General LedgerAccount

600999

Chart ofAccounts



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Unit 17 – Exercises

138. Assign Sales Areas to Pricing Procedure 139. Define Availability Check for Sales Orders 140. Assign Sales Document to Credit Check141. Create Shipping Point Determination142. Create Revenue Account Assignment Key143. Check Stock Status

Unit 18


- Transactions -



14

Business Process Integration

SD



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Transaction Data

• Includes internal and external exchanges that describe business activities

• Unlike master data, aggregate transactional data is dynamic – each transaction is unique



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R/3

FIFinancialAccounting

COControlling

PSProjectSystemWF

WorkflowISIndustrySolutions

MMMaterials Mgmt.

HRHumanResources

SDSales and Distribution

PPProductionPlanning

QMQualityMgmt.PM

Plant Maintenance

SMServiceMgmt.

Client / ServerIntegrated BusinessSolution

ECEnterpriseControlling

AMFixed AssetsMgmt.




17

Document Types

Inquiry Quotation Returns Contract

Sales Order Cash Sales ConsignmentSchedulingAgreement

Rush Order Debit MemoReturnablePackaging

CreditMemo



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Order Processing Functionality

• Delivery scheduling• Availability check• Transfer of requirements to Material

Requirements Planning• Pricing• Credit check• Shipping point and route determination• Foreign trade and license processing• Document flow



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Delivery Scheduling

• Automatic scheduling of essential shipping activities

• Calculated using defined activity times• Resulting in scheduled activity dates• Determined using backward and forward

scheduling rules



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Delivery Scheduling – (continued)

• Structure of sales documentsHeader

Line Item # 1

Line Item # 2

Schedule Line # 1

Schedule Line # 1

Schedule Line # 2



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Delivery Scheduling Terminology

• Transportation lead time– Time required to schedule transportation

• Pick/Pack time – Time required for picking and packing

• Load time – Time required to load

• Transit time– Time required to transport goods from shipping

point to ship-to



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Backward Scheduling

RequestedDelv. Date

GoodsIssueLoading

MaterialAvailability

OrderDate

Transp.Sched.

TransitTime(2 days)

LoadingTime(1 day)

Pick & PackTime (2 days)

Transp.Sched.Time(1 day)

2nd 3rd 4th 5th 6th1st



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Forward Scheduling

TransitTime(2 days)

LoadingTime(1 day)

Transp.Sched.Time(1 day)

NewDelv. Date

1st 3rd 4th 5th 6th 2nd

Pick & PackTime (2 days)

7th

RequestedDelv. Date

GoodsIssueLoading

MaterialAvailability

OrderDate

Transp.Sched.



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Availability Check

• Determines the material availability date• Considers inward and outward movement of

inventory — customizable• Influences partial deliveries by

– Proposing a quantity that can be delivered on the requested date (complete delivery)

– Determines earliest date for full delivery– Determines the number and dates for partial

deliveries to fulfill the order



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Availability Check – (continued)

• In determining the material availability date the system can include specific stocks if selected, such as:– Safety stock– Stock in transfer– Quality inspection stock– Blocked stock– Restricted use stock– All movements of stock



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Transfer Requirements toMaterial Requirements Planning

• Ordered quantities are passed to Material Requirements Planning

• Controlled by the schedule line category• Blocking of documents can affect

requirements passing — delivery block



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Pricing

• Highly touted “world-class” functionality• Very easily tailored to meet business needs• A very robust module in SAP• Gross to net pricing for material



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Credit Check

• Efficient means to implement credit management

• Integrated with Financial Accounting (FI) -- Via credit control area

• Automatically alerts when a credit check fails• Comprehensive credit management reporting



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Shipping Point and Route Determination

• A shipping point is determined for each line item — shipping point determination

• A delivery can only be processed from one shipping point

• Routes - route to be traveled & transit time are determined using customized rules

• Routes can be used to simply define transit time



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Foreign Trade and License Processing

• Predefined trade areas — NAFTA, EU• Automated reporting for trade areas• Automated controls

– License management– Embargo lists– Control by customer, country, product, point in

time



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Document Flow

• The document flow feature allows you to find the status of an order at any point in time. The SAP system updated the order status every time a change is made to any of the documents created in the customer order management cycle (Order to Cash).



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Unit 18 – Exercises

144. Create Sales Order145. Check Stock Status146. Create Delivery Note for Sales Order147. Check Stock Status148. Pick Materials on Delivery Note149. Post Goods Issue150. Check Stock Status151. Bill Customer152. Post Receipt of Customer Payment153. Review Document Flow

Documents

MELJUN CORTES Sales and Distribution Rules