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SALES & DISTRIBUTION (SD) SALES & DISTRIBUTION (SD) OverviewOverview

R/3R/3

FIFIFinancialFinancial

AccountingAccounting

COCOControllingControlling

PSPSProjectProjectSystemSystem

WFWFWorkflowWorkflow

ISISIndustryIndustry

SolutionsSolutions

MMMMMaterialsMaterials

Mgmt.Mgmt.

HRHRHumanHuman

ResourcesResources

SDSDSales &Sales &

DistributionDistribution

PPPPProductionProductionPlanningPlanning

QMQMQualityQuality

ManagementManagementPMPM

Plant MaintenancePlant Maintenance

SMSMServiceServiceManage-Manage-

mentment Integrated SolutionIntegrated SolutionClient / ServerClient / ServerOpen SystemsOpen Systems

ECECEnterpriseEnterpriseControllingControlling

AMAMFixed AssetsFixed Assets

Mgmt.Mgmt.

SDMechanisms to execute the business

processes used in the selling, shipping and billing of products and services

Tightly coupled data flow to the other SAP modules — Integration

Flexible and robust functionality that is tailored through configuration

SalesSupport

MasterData

Shipping

Sales

ForeignTrade

Billing

SalesInfo

System

Transportation

SD Overview — Master DataDetailed information about customers,

materials and business partnersFlexible data structures that support the

business environmentSpecialized master data to support sales

order processing

SD Overview — Sales SupportProvides the functionality to support the

staff involved in business development and customer service processes

Primary functionsSales ProspectsContact PersonsCompetitors and Competitive ProductsSales ActivitiesDirect Marketing

SD Overview — SalesPrimary base for

customer order management

Highly customizableSophisticated pricingIntegrated ATPIntegrated credit

management

Sampling of functionsInquiries & QuotesSales OrdersReturnsContracts & Scheduling

AgreementsConsignmentRush Orders & Cash

SalesBack Orders &

Subsequent DeliveriesCredit & Debit Memo

Requests

SD Overview — ShippingMain functions

Picking, Packing & Inventory management Generate Shipping Documents

Transportation ManagementRoutesTransportation Scheduling

Delivery Scheduling, Returns Deliveries & Stock Transfer

SD Overview — BillingInvoice Generation — automatic or manualComprehensive set of billing functions Linked documents — e.g. invoice & credit

memoReal-time integration with finance (FI)Fully integrated and comprehensive pricing

SD Overview — S I SFlexible tool that allows one to collect,

consolidate, and utilize data from sales and distribution processing

A component of the Logistic Information System (LIS)

TransportationTransportation

Foreign TradeForeign Trade

Sales & DistributionSales & Distribution

- Process Flow -- Process Flow -

Customer Order Picking Goods Issue

BillingAccounts ReceivableFinal Payment

QuotationSalesOrder

Sales

Shipping DeliveryNote

PickingPost Goods

Issue

Billing Billing

FIA/R

PostIncomingPayment

Sales — Inquiry & QuotationSupport pre-sales processesAre time sensitiveAutomatic availability checkAutomatic pricingNo impact to FICan be used as reference documents

Sales — Sales OrderCore of customer

order managementNo impact to G/LCan reference

existing documentsCopies key

information from master data

Automated standard functions ...availability checkMRP updatingpricingcredit checkdelivery schedulingexport controlshipping & route

determination

Shipping — Delivery NoteInitiates the shipping processControl document for shipping processes —

maintains status of each processing stepRe-confirms: availability, credit, foreign

trade, delivery schedulingFacilitates transportation planning

Shipping — Picking & PackingPicking: Physical activity of moving goods

from the warehouse for further processing (packing, loading)

Packing: Determines packing materials and packing details

Advanced processing includes, e.g. batch mgmt., serial number control

Shipping — Post Goods IssueCompletes the shipping processTypically performed when customer takes

ownershipUpdates inventoryUpdates G/L accounts

Cost of goods soldInventory

BillingGenerate customer invoiceUpdates FI

Customer accountG/L accounts: revenue, discount, etc.

Applies relevant pricingUpdates customer credit


- Organizational - Organizational Structures -Structures -

Sales Organization

BaseballDivision

BB

SoftballDivision

SB

DirectDistribution Channel

DI

BaseballDivision

BB

SoftballDivision

SB

WholesaleDistribution Channel

WH

BaseballDivision

BB

SoftballDivision

SB

RetailDistribution Channel

RE

Domestic SalesSales Organization

So00

BaseballDivision

BB

CricketDivision

SB


WH

EuropeSales Organization

EURO

BaseballDivision

BB


WH

Asia PacificSales Organization

APAC

Pastime CorporationCompany Code

CC00

Client860

Sales OrganizationSells and distributes products, negotiates

terms of sales and is responsible for these business transactions

Critical organization element to the definition of business markets

A business transaction is linked to one Sales Organization

Distribution Channel

Identifies how products and services reach the customer

Can be assigned to one or more Sales Organizations

DivisionOften times used to define product line

distributionOrganization level to which customer specific

information and requirements are maintained — e.g. pricing, partial delivery

Assigned to one or more Sales Organizations

Sales AreaOrganizational element comprised of:

Sales OrganizationDistribution ChannelDivision

Will be used to link together the organizational aspects of sales to customers

Used for statistical analysis

Sales Area


SO00


DI


WH


RE

BaseballDivision

BB

SoftballDivision

SB

BaseballDivision

BB

SoftballDivision

SB

BaseballDivision

BB

SoftballDivision

SB

Sales Area


SO00


DI


WH


RE

BaseballDivision

BB

SoftballDivision

SB

BaseballDivision

BB

SoftballDivision

SB

BaseballDivision

BB

SoftballDivision

SB

Sales Office

Typically defines a territory or market areaLinked to one or more Sales AreasOptional organization structure

Internal Sales Organization

Domestic Domestic Sales AreaSales Area

WesternWesternSales OfficeSales Office

EasternEasternSales OfficeSales Office

Sales Group

Sales GroupSub-division of a sales office, territory or

market

Sales Person

Sales PersonDefined in HR — Personnel Admin.Specifically defines an individual rather than a

position (sales rep.) in sales processing

Internal Sales Organization

DomesticDomesticSales AreaSales Area

Western Western Sales OfficeSales Office

Eastern Eastern Sales OfficeSales Office

SouthwestSouthwestSales GroupSales Group

NorthwestNorthwestSales GroupSales Group

Sales Sales PersonPerson



SoutheastSoutheastSales GroupSales Group

NortheastNortheastSales GroupSales Group



Shipping Point & Loading Point

Shipping PointLocation that performs all delivery related

activitiesAssigned a factory calendarA delivery can be processed from only one

shipping pointLoading Point

A subdivision of the shipping point used for more specialized handling

Shipping Organization

D ock # 1L oad in g P t

D 1


D 2

F re ig h t D ockS h ip p in g P t

S P 0 0


E X

E xp ressS h ip p in g P t

Q U IK


X P

E xp ortS h ip p in g P t

E X P T

S iou x F a llsP L A N TP T0 0


- Master Data -- Master Data -

MasterData

Custo

mer M

aterial

Pricing

-General Data

Basic Unit of Measure

Division

Material Group

Sales Unit

Delivering Plant

Cash discount

-Tax data

Country

Tax category

Tax classification

-Quantity stipulations

Min. order quantity

Min. delivery quantity

Delivery unit

Basic Data 1 - 2

Classification

Sales: sales org. 1 - 2

Sales: general/plant

Purchasing

Foreign Trade: Import Data

Sales: text

Purchase order: text

MRP 1 - 4

Forecasting

Storage 1 - 2

Warehouse Management 1 - 2

Quality Management

Accounting 1 - 2

Costing 1 - 2

Base Unit of Measure The Base Unit of Measure is the unit of measure in which stocks are managed within your company.

Division You may enter the Division which your product is in for sales (defaults if entered in the Basic data screen).

Material Group A (freely definable) key that’s used to group several materials or services for analysis/reporting as well as search by match code.

Sales Unit This is the unit of measure in which the material is sold, if different from the base unit of measure.

Delivering Plant Plant, from which the material is available for sale. This is a default value only.

Cash discount Indicator used for materials, which allow for a cash discount.

Tax data

Country Country

Tax category Taxes, applicable to this material (e.g. Federal, State taxes in US, VAT in GB)

Tax classification taxable, exempt

Quantity stipulations

Min. order quantity Min. quantity a customer can order (in base unit of measure).

Min. delivery quantity Min. delivery quantity to a customer.

Delivery unit Only multiples of this number will be delivered to the customer.

-Grouping terms

Matl statistics group

Material pricing grp

Volume rebate group

Acct assignment grp

Commission group

Item Category group

Basic Data 1 - 2

Classification



Purchasing


Sales: text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2

Matl statistics group Helps to determine which data the system updates in the Logistics Information System (LIS).

Material pricing grp A way to group materials with similar pricing conditions.

Volume rebate group A material can be assigned to a volume rebate group (e.g. Low Rebate, High Rebate) if the material qualifies for rebate.

Acct assignment grp A grouping of materials with the same accounting requirements (used to determine revenue and sales deduction accounts)

Commission group Several materials can be assigned to the same commission group, if the commission sharing between representatives is the same for these materials (e.g. Rep.A: 6%, Rep.B: 10%, Rep C: 12%).

Item Category groupA grouping of materials, that helps the system determine the Item Category. Item Category determines how a specific item is processed by system. E.g. a text item is not relevant for pricing.

General data

Base unit

Gross weight

Net weight

Avail. Check

Shipping data (times in days)

Trans. Grp

LoadingGrp

Packaging material data

Matl grp ship. matls

General plant parameters

Negative stock

Basic Data 1 - 2

Classification



Purchasing


Sales text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2

General data

Base unit The Base Unit of Measure is the unit of measure in which stocks are managed within your company.

Gross weight In Base Units of Measure.

Net weight In Base Units of Measure.

Avail. Check Tells the system when to do an availability check, as well as which MRP elements (such as purchase orders, reservations) to include in the check.

Shipping data (times in days)

Trans. Grp Transportation groups are groups of materials that have the same transportation requirements. For example, all goods that need refrigeration.

Loading Grp Loading groups define materials that have the same loading requirements, such as forklift truck, or crane.

Packaging material data

Matl grp ship. matls, or

Material group shipping materials Freely definable group name, which is used to indicate groups of materials with similar shipping materials, such as liquids or bulk, for example.

General plant parameters

Negative stock Check mark indicator, which specifies whether negative stock is allowed at that plant.

- Sales texts Text

specific to

the material

and in an

appropriate

language.

Basic Data 1 - 2

Classification



Purchasing


Sales text


MRP 1 - 4

Forecasting

Storage 1 - 2


Quality Management

Accounting 1 - 2

Costing 1 - 2

Account Groups

Account group determines which fields are to be used in defining customer master data

Field StatusField status controls the use of each field

within the customer master determining whether a field is required, optional, suppressed or display only

Field status controls are also relevant to a specific activity — create, change, or display


- - Customer MasterCustomer Master - -

Customer Master

Sales & DistributionData

Com pany CodeData

GeneralData

Customer MasterCentralized data for both SD & FISegmented into three sections

General data - address & communicationCompany code data (FI) - banking and

payment information related to FISales data (SD) - pricing, delivery, output

The sales data is specific to one sales area and is therefore dependent on the sales organization

Customer Master by Sales AreaCustomerSales Organization Distribution ChannelDivision

General Data — AddressCustomer Name

Search Term

Street address, City,

Postal code, Country

Language

General Data — Communication

Telephone, Fax, Data numbers

General data — Control data

Account control : Vendor, Authorization Trading partner, Group key

Tax information : Tax codes, Fiscal address Country code, City code

VAT N, Tax jurisdiction codeEqualization tax, Sole proprietorTax on sls/pur.

Reference data / area : International Locator No.

Industry: Transport ZoneExpress stationTrain station

Location code

General Data — Marketing

Classification : Nielsen ID Customer classification Industry

Industry codes

Operating figures : Annual salesNumber of employees

Fiscal year variant

Sales prospecting : Legal status

General Data — Payment Transactions

Bank details Country Bank KeyAccount holderBank AccountControl KeyCollection

General Data — Unloading points

Unloading point

Customer factory calendar

Default Unloading Point

Goods receiving hours

General Data — Foreign trade

Country key for export control of customer

Table of Denial Orders list (TDO)

Special Designated Nationals list (SDN)

Diversion High Risk Profile list (DHRP)

Usage and Classification

General Data — Contact persons

Name

Telephone number

Department

First name

Form of address (e.g. Mr., Ms.)

Function

Accounting info Reconciliation Account Sort key Head office

Interest calculation Interest indicator Interest calculation

frequency Last key date

Reference data Buying group

Company Code Data Accounting Information

Company Code Data Payment Transactions

Payment data: Payment termsTolerance group

Automatic Payment Transactions: Payment methods

Alternative payerLockbox

Company Code Data Correspondence

Dunning data : Dunning procedureDunning recipient

Correspondence : Account numberat customerCustomer user

Paymentnotices to : Customer

SalesAccountingLegal

Company Code Data Insurance

Export creditinsurance : Policy number

Institution numberAmount insuredValid untilLead monthsDeductible

Sales Data — Sales area

Sales order : Sales districtSales officeSales groupOrder probabilityItem proposalAccount at customer

Pricing /Statistics: Price group

Customer pricing procedurePrice list typeCustomer statistical group

S & D Data — Shipping

Shipping : Delivery priorityShipping conditionsDelivering plantOrder combinationBatch split allowed

Partial Delivery: Complete deliveryPartial delivery of itemMaximum part deliveries

S&D Data — Billing

Billing section : Manual invoice maint.RebatePricingBilling scheduleInvoice list schedule

Delivery andpayment terms : Incoterms

Payment terms

Accounting : Account assignment group

Taxes: Tax requirements for the customer

S&D Data — Partner functions

The different partners are assigned

• SP Sold-to-party• BP Bill-to-party• PY Payer• SH Ship-to-party• … additional Partner function(s)

Assigning Additional Partners

— Siesta Baseball League - Vera Cruz, NM — Sold-to : 10018Bill-to : 10018Payer : 10018Ship-to : 10018

— Siesta Baseball League - Vera Cruz, NM — Sold-to : 10018Bill-to : 10018Payer : 10018Ship-to : 10018Ship-to : 10249 - Bakersfield, CA

Sold-to

Payer Ship-toBill-to

Sold-to

Payer Ship-toBill-to Ship-to


- - Business PartnersBusiness Partners - -

Business PartnersDefines all of the parties involved in a

business transaction and differentiates between their roles — customer, carrier, employees, customer contact, etc.

Through customizing the system automatically assigns partners to the customer master and to transactions

Sold-to Ship-to Bill-to Payer

Business PartnersThe system creates these four business

partners by default. All four are required.

All four may be the same or may be different.

Since these are automatically assigned partners you may need to add additional partners to carry out your business transactions.Sold-to Ship-to Bill-to Payer

Business partners — Sold-toCustomer that

orders the goodsCan perform all

primary partner functions — sold-to, ship-to, payer, bill-to

Primary type of business partner

Cannot be linked to other sold-to partners

Sold-to

Ship-to

Bill-to

Payer

Business partners — Ship-toParty that receives

the goodsCan be created as

an independent partner and linked to one or more sold-to partners

Sold-to

Ship-to

Bill-to

Payer

Business partners — Bill-toParty that receives

the invoiceCan be created as


Sold-to

Ship-to

Bill-to

Payer

Business partners — PayerParty that sends

the paymentCan be created as


Sold-to

Ship-to

Bill-to

Payer

Sold-to

Bill-to

Payer

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Sold-to


- - PricingPricing - -

Pricing“World-class” functionalityHighly customizable & extendibleOne of the most complex features of SAPUsed to determine the net price for a

material or an order

Pricing ProcessStandard pricing calculates the gross

price, then applies discounts, surcharges and applicable taxes to arrive at the final pricefinal price = gross price - discounts + surcharges + taxes

Cost-plus pricing determines the base cost and applies the appropriate discounts, surcharges and taxesfinal price = cost - discounts + surcharges + taxes

Pricing ComponentsPricing is based on a matrix of predefined

and custom elementsDelivered element groups (a.k.a. conditions)

PricesDiscounts & SurchargesFreightTaxes

Pricing Procedure

• In short, the mechanism used to arrive at the final price

• Considers all of the applicable pricing conditions, e.g. material price, customer discount

• Is assigned by: sales area, sold-to party and sales document type (e.g. sales order)

Pricing Procedure

• The pricing procedure uses what SAP calls “the condition technique”.

• The pricing condition technique starts with the:– Pricing Procedure which looks at – Conditions which use– Access Sequences which accesses– Condition tables which point to– A price, discount or other condition ($)

R/3 Pricing Process

SALES DOC. ITEM

DETERMINE PRICING PROCEDURE

FOR ITEM

PRICE THEITEM

DETERMINE ACCESS SEQUENCE FOR EVERY

CONDITION TYPE INPRICING PROCEDURE

ACCESS THE CONDITION RECORDS AND

DETERMINE PRICE

UNIFORMSALES AREA &

DOCUMENT TYPE &SOLD-TO

CONDITION TYPE AND ACCESS SEQUENCE

ARE LINKED INTABLE

PR00

KI00

TX00

FR00

CONDITIONTYPE

ACCESSSEQUENCE

TX00

FR00

KI00

PR00

- - -$9.25N/A

STOPS LOOKING AFTERFINDING FIRST VALUE

ETC.

PRICE ELEMENTCONTROL PARAMETERSUPPER/LOWER LIMITS

PRICINGPROCEDURE

USSTD PR00

TX00

KI00

FR00

USALT

DISCOUNT

CONDITIONTYPE

CONDITION

PRICE

FREIGHT

TAXES

DISCOUNT

PRICE

KI01

PR00

KEY

CUSTOMER/MAT’L ORPRICE LIST/MAT’L OR

MATERIAL

LOOK FOR CONDITION RECORDS IN THIS ORDER

OF CONDITION TABLES

ACCESSSEQUENCE

01

02

03

PR00 CUSTOMER/MATERIAL

PRICE LIST TYPE/MAT’L

MATERIAL

ORDER

ETC.

KI00 01

02

03

CUSTOMER/MATERIAL

PRICE LIST TYPE/MAT’L

MATERIAL

SALESAREA

DOC.TYPE

SOLDTO

PRICINGPROCEDURE

US01

US01

UK01

UK02

USSTD

USALT

UKSTD

UKSTD

A

B

1

1

1

1

A

A

Price Agreements

Simple price agreementsproductcustomercustomer &

materialcustomer group &

material

Detailed price agreementspricing scalesrebatescustomer expected

price

• Customer Material Info. Record• Item Proposal• Listing & Exclusion• Product Substitution

Customer/Material Info. RecordDefines a customer alias for a material &

description, for example:Material # : Glove Customer # :

Pastime GloveCan further define attributes of the

material, shipping and partial delivery information specific to the product and customer

Referenced in the sales order using the Ordering Party overview

Item ProposalUsed to define frequently ordered

combinations or special assortments of products and quantities

Either products or products with quantities can be selected during order entry

An item proposal can be defined for a customer via the customer master record

Material Listing & ExclusionUsed to control what products are available

for a customer or groupMaterial Listing — defines products that can

be sold to a customerMaterial Exclusion — defines products that

cannot be sold to a customer

Product Substitution Material Determination

Enables automatic or manual substitution of materials during sales order processing

Examples: substitute a standard product with a

promotional materialsubstitute based on a customer preferencesubstitute based on selection list (manual)

Customizing For Transactions Shipping Functions

Shipping Point DeterminationThe shipping point is determined for each line

item based on the shipping point determination

shipping point = shipping condition +loading group +delivering plant

Customizing For Transactions Shipping Functions

Route DefinitionRoute to be traveled and the transit time Generic routes can be used to simply define

transit time Route Determination

Proposed route = shipping point + destination country + transportation zone +shipping condition


- Transactions -- Transactions -

Inquiry

Credit Memo

Returns

Quotation

Sales Order

Cash Sale

Rush Order

Consignment

Contract

SchedulingAgreement

Debit Memo

ReturnablePackaging

Order Processing Functionality

Delivery schedulingAvailability checkTransfer of requirements to MRPPricingCredit checkShipping point & route determinationForeign trade & license processingDocument 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 SchedulingStructure 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 loadTransit time — time required to transport

goods from shipping point to ship-to

RequestedDelv. Date

GoodsIssue

LoadingMaterialAvailability

OrderDate

Transp.Sched.

TransitTime

(2 days)

LoadingTime(1 day)

Pick & PackTime

(2 days)

Transp.

Sched.Time(1 day)

26th 27th 28th 29th 31st25th

25

RequestedDelv. Date

GoodsIssueLoading

MaterialAvailability

OrderDate

Transp.Sched.

TransitTime

(2 days)

LoadingTime(1 day)

Transp.Sched.Time(1 day) New

Delv. Date

27th 27th 28th 29th 31st26th

27

1

Pick & PackTime

(2 days)

Availability Check

Determines the material availability dateConsiders inward and outward movement

of inventory — customizableInfluences partial deliveries by

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

determines the earliest date for full deliverydetermines the number and dates for partial

deliveries to fulfill the order

Availability Check

In determining the material availability date the system can include specific stocks if selected, such as:Safety stockStock in transferQuality inspection stockBlocked stockRestricted use stock

Transfer of Requirements to MRP

Ordered quantities are passed to MRP (MM)Controlled by the schedule line categoryBlocking of documents can affect

requirements passing — delivery block

Credit Check

Efficient means to implement credit management

Integrated with FI — via credit control areaAutomatically alerts when a credit check failsComprehensive credit management reporting

Shipping Point & Route DeterminationA shipping point is determined for each

line item — shipping point determinationA delivery can only be processed from

one shipping pointRoutes - route to be traveled & transit

time are determined using customized rules

Routes can be used to simply define transit time

Foreign Trade & License Processing

Predefined trade areas — NAFTA, EUAutomated reporting for trade areasAutomated controls

license managementembargo listscontrol by customer, country, product, point in

time

Shipping OverviewComprehensive functionality to support

picking, packing and loading functionsWork list and deadline monitoringFunctions with backorder processingTightly coupled to the MM and FI modulesFacility for transportation management

Shipping Overview

Order

Order

Order

Delivery

OrderCombination

Order

Delivery

PartialDelivery

Delivery

Order

CompleteDelivery

Delivery

Delivery

Shipping Overview

Delivery creation activitieschecks order and materials to determine if a

delivery is possible — delivery block, incompleteness

confirms availabilityconfirms export/foreign trade requirements determines total weight & volume

Shipping Overview

Delivery creation activitiesgenerates packing proposalconsiders partial deliveries updates route assignmentassigns picking locationdetermines batchesupdates sales order — status, delivery qty

Deliveries & Delivery NotesThe Delivery Note

Initiates the delivery processControl mechanism for the processChanges to delivery are allowable - products, quantities

DeliveryNote

Picking

Packing

Loading

Post GoodsIssue

Status

Delivery Due ListProduces a work-list of deliveriesEncompasses deliveries and transfersCan be scheduled to run in batchAutomatically combines deliveries

Picking

Quantities based on deliveryAssigned date when picking should beginAutomated storage location assignmentSupports serial number tracking and batch

managementIntegrated with Warehouse Management

(WM)

PackingIdentifies which packaging is to be used for

specified productsIdentifies and updates accounts associated

with returnable packagingTracks the packed product by containerInsures weight/volume restrictions are

enforced

Goods IssueEvent that indicates the change in

ownership of the productsReduces inventoryAutomatically updates the G/L accountsEnds the shipping process and prevents

changes to the shipping documents

Generalledger

Inventory

750

Cost of goods sold

750

Goods Issue

Billing OverviewAutomated invoicing based on sales orders

and/or deliveriesFunctionality for processing credit/debit

memos and rebatesIntegration with FI & CO-PAUpdates customer’s credit data Can create pro forma invoices

Automatic Account AssignmentDefines the G/L accounts that billing

entries are posted to — revenue, deduction, freight charges

Cust Acct

. Grp.01

Application

V

Sales Org.

SOxx

KOFI

Chart of

Accounts

CHRT

FromTable

FromSalesDoc.

Account Key

ERL

From Pricing

Proc

Condition Type

610000

From Table

G/L Accou

nt

From Customer

Master

FromSalesDoc.

FromSalesDoc.

Separate invoice per delivery

DeliveryOrder

Delivery

Invoice

Invoice

DeliveryOrder

Delivery Invoice

DeliveryOrder

CollectiveInvoice

Order DeliveryInvoice

Invoice

InvoiceSplit

Billing DocumentsExplicitly specify documentsBilling due list — builds a worklist of invoices

that should be generated

Automatic posting to FI

Billing Documents

Generalledger

Revenue2000

A/R recon.2000

Customer2000

Billing Plans

Periodic — total amount for a planned billing period

Milestone — distributing the total amount over multiple billing dates - typically used with the project system (PS)

Installment — evenly proportioned amounts and defined payment dates

Resource related — consumed resources such as service or consulting

Billing Description % Value Billing Milestone Billingdate block status11/20/96 Contract 10 30,000 - x x01/20/97 Assembly 40 120,000 - x x04/20/97 Operational 40 120,000 x x05/20/97 Acceptance 10 30,000 x x06/20/97 Final invoice -- - - x

Sold-to : QAZ Industries Delivery Date : 06/20/97Material : 546-dk1 Generator Price : $300,000

SalesOrder

BillingPlan

• Contracts• Schedule Agreements

ContractsDefined quantities and validity period for a

customerThe contract is fulfilled by orders placed

against the contract - release ordersContracts are automatically updated through

release order processingPricing can be assigned to a contract

ContractTarget Qty: 900Order Qty: 700

ContractTarget Qty: 900Order Qty: 750

...

Release OrderOrder Qty: 200

Release OrderOrder Qty: 150

Scheduling AgreementsDefines specific product quantities and

delivery dates for a customerSchedule lines and processed through

standard delivery processingAvailability check is performed during

creation and quantities are passed to MRPSystem automatically updates delivered

quantities

Delivery 5/10 100

Delivery 6/10 100Delivery 7/10 200

Delivery 8/10 300

Scheduling Agreement

Date Qty05/15 10006/15 10007/15 20008/15 300

Backorder ProcessingRescheduling

BackordersBackorder processing

determines which orders have unconfirmed quantities by customer or material

sort the orders according to priorityassign available stock to outstanding orders or

reassign confirmed quantities to high-profile orders

BackordersRescheduling

updates the orders with the results of the availability check

can be used to manage the distribution of available inventory when demand is greater than supply

Best if run in batch mode, rescheduling can be very time consuming

ReturnOrder

Goods ReceiptQuality Inspection

Credit Memo

Order Delivery Invoice

ReturnsDeliveryReturn

CreditMemo

1

2

3

Return toInventory

Customer Returns

Returns documentBilling block can be proposedUse the Order reason field to identify the

reason for the returnFull access to pricing and ability to re-price

Return deliveryIssues a goods receipt to place material into

inventory

Customer ReturnsCredit memo

Billing block must be cleared from ReturnPosts to FICan be processed in batch (background)Can be processed collectively (grouped)

SAPDocument

FAX

PrintedDocuments

Email

EDI

Bar CodedDocuments

Workflow

Communication — OutputOutput — traditional forms or electronic

communications produced for internal or external partners

Assigned to business partners & sales documents

Definable media — EDI, fax, printHighly customizable — Sapscript

Communication — TextTexts are used for internal and external

communicationCreated for business partners, materials,

header or item level of sales documents — order, delivery, billing, picking lists

SIS Overview

Flexible information system designed to support business planning, forecasting and reporting

Pre-defined catalog of performance measures and reports

On-demand access to reports and exceptionsData maintained in a separate database

Logistics Information SystemInventory ManagementPurchasingSales and DistributionProductionPlant MaintenanceQuality Management

Inventory Information System Standard Analysis

MaterialPlantStorage LocationMRP ControllerMaterial Groupings

Purchasing Information System Standard Analysis

MaterialVendorMaterial GroupPurchasing GroupPurchasing Documents

Sales Information System Standard Analysis

5 Pre-defined drill-down reportsCustomerMaterialSales OrganizationShipping PointSD Documents

Production Information System Standard Analysis

Product GroupMaterialWork CenterProduction Resources and Tools

Reporting Tools

Value display - absolute or percentageTop N - top 10, top 100, etc.Sorted - ascending or descendingABCClassificationGraphics - 2D, 3D