Unit 18 SALES AND DISTRIBUTION (SD) – Transactions –

Unit 18 SALES AND DISTRIBUTION (SD) - Transactions -

Business Process Integration SD SAP AG and The Rushmore Group, LLC 2007 July 2007 2

Transaction Data Includes internal and external exchanges that describe business activities Unlike master data, aggregate transactional data is dynamic – each transaction is unique SAP AG and The Rushmore Group, LLC 2007 July 2007 3

Sales and Distribution (SD) SD MM SM Sales and Distribution Materials PPMgmt. Production Planning Service Mgmt. QM Quality Mgmt. PM FI Financial Accounting CO ERP Controlling AM Client / Server Integrated Business Solution WF Plant Maintenance HR IS Human Resources Industry Solutions Fixed Assets Mgmt. EC PS Enterprise Controlling Project System Workflow SAP AG and The Rushmore Group, LLC 2007 July 2007 4

Document Types Inquiry Quotation Returns Contract Sales Order Cash Sales Consignment Scheduling Agreement Debit Memo Returnable Packaging Credit Memo Rush Order SAP AG and The Rushmore Group, LLC 2007 July 2007 5

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 6

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 7

Delivery Scheduling – (continued) Structure of sales documents Header Line Item # 1 Schedule Line # 1 Schedule Line # 2 Line Item # 2 Schedule Line # 1 SAP AG and The Rushmore Group, LLC 2007 July 2007 8

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 9

Backward Scheduling Order Date 1st Material Availability 2nd Pick & Pack Time (2 days) Transp. Sched. Loading 3rd 4th Transp. Sched. Time (1 day) Loading Time (1 day) Goods Issue 5th SAP AG and The Rushmore Group, LLC 2007 Requested Delv. Date 6th Transit Time (2 days) July 2007 10

Forward Scheduling Order Date 1st Transp. Material Availability Sched. 2nd Pick & Pack Time (2 days) 3rd Loading 4th Transp. Sched. Time (1 day) Goods Issue 5th Loading Time (1 day) Requested Delv. Date 6th New Delv. Date 7th Transit Time (2 days) SAP AG and The Rushmore Group, LLC 2007 July 2007 11

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 12

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 13

Transfer Requirements to Material 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 SAP AG and The Rushmore Group, LLC 2007 July 2007 14

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 15

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 16

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 17

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 SAP AG and The Rushmore Group, LLC 2007 July 2007 18

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). SAP AG and The Rushmore Group, LLC 2007 July 2007 19

Unit 18 – Exercises 144. 145. 146. 147. 148. 149. 150. 151. 152. 153. 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 SAP AG and The Rushmore Group, LLC 2007 July 2007 20