SAP -SD Transactions

Unit 6

Sales and Distribution (SD)

- Transactions -

July 2007 © SAP AG and The Rushmore Group, LLC 2007 2

Business Process Integration

SD


Transaction Data

• Includes internal and external exchanges that describe business activities

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


R/3

FIFinancial

AccountingCO

Controlling

PSProjectSystemWF

WorkflowIS

IndustrySolutions

MMMaterials

Mgmt.

HRHuman

Resources

SDSales and

Distribution

PPProductionPlanning

QMQualityMgmt. PM

Plant Maintenance

SMServiceMgmt.

Client / ServerIntegrated Business

Solution

ECEnterpriseControlling

AMFixed Assets

Mgmt.



Document Types

Inquiry Quotation Returns Contract

Sales Order Cash Sales ConsignmentScheduling

Agreement

Rush Order Debit MemoReturnable

Packaging

Credit

Memo


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


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


Delivery Scheduling – (continued)

• Structure of sales documents

Header

Line Item # 1

Line Item # 2

Schedule Line # 1

Schedule Line # 1

Schedule Line # 2


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


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


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.


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


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


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


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


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


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


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


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).


Unit 6 – Exercises

• Check Stock Status• Create Sales Order• Check Stock Status• Create Delivery Note for Sales Order• Check Stock Status• Pick Materials on Delivery Note• Post Goods Issue• Check Stock Status• Bill Customer• Post Receipt of Customer Payment• Review Document Flow

Unit 7


- Transactions -



SD


Transaction Data




R/3

FIFinancial

AccountingCO

Controlling

PSProjectSystemWF

WorkflowIS

IndustrySolutions

MMMaterials

Mgmt.

HRHuman

Resources

SDSales and

Distribution


QMQualityMgmt. PM

Plant Maintenance

SMServiceMgmt.


Solution


AMFixed Assets

Mgmt.



Material Listing and Exclusion

• Inclusions or exclusions (availability) of material for a customer or a customer group

• Material Listing — products that can be sold • Material Exclusion — products that cannot be

sold


Product Substitution Material Determination

• Substitution of materials during sales order processing– Automatic– Manual

• Examples: – Substitute a standard product with an appropriate

replacement material– Substitute based on a customer preference– Substitute based on selection list (manual)


Customer Material Info Record

• Data on a material defined for one specific customer is stored in the customer material information records– Customer-specific material number – Customer-specific material description – Customer-specific data on deliveries and delivery

tolerances



Create Customer Material Info Record Create Sales Order Using Customer Info RecordCreate Delivery Note for Sales OrderPick Materials on Delivery NotePost Goods IssueBill CustomerPost Receipt of Customer Payment

Unit 8


- Transactions -



SD


Transaction Data




R/3

FIFinancial

AccountingCO

Controlling

PSProjectSystemWF

WorkflowIS

IndustrySolutions

MMMaterials

Mgmt.

HRHuman

Resources

SDSales and

Distribution


QMQualityMgmt. PM

Plant Maintenance

SMServiceMgmt.


Solution


AMFixed Assets

Mgmt.



Scheduling Agreements

• Defines specific product quantities and delivery dates for a customer

• Schedule lines and processed through standard delivery processing

• Availability check is performed during creation and quantities are passed to MRP

• System automatically updates delivered quantities


Scheduling Agreements(continued)

Delivery 02/10 150

Delivery 05/10 150Delivery

08/10 150

Delivery 11/10 300

Scheduling Agreement

Date Qty02/15 15005/15 15008/15 15011/15 300



• Create Scheduling Agreement• Process Deliveries for a Scheduling

Agreement• Display Scheduling Agreement• Check Stock Status• Bill Customer• Run Customer Credit Check• Post Receipt of Customer Payment

Documents

SAP -SD Transactions