SAP – Sales and Distribution
SD MODULE
SD MODULE OVERVIEW4.1
Processes in Sales and Distribution
(O2C and pre sales activities)
• SAP structure and SD Components:
Overview
• Sales Organization: Structure,
contents, creation and assignment
• Basics in SD: Transactions and
Master data
• Sales Document structure
• Shipping and Logistic Execution
• Pricing and Billing
CROSS-MODULE OVERVIEW
• Overview: Supply Chain Process and
how SD fits
• SD and FI (Finance): Relationship,
integration points
• SD and MM (Materials Management):
Relationship, integration points.
SALES ORDER CREATION:
UNDERSTANDING BUSINESS
NEEDS AND SYSTEM
REQUIREMENTS
Sales Order processing from the SAP
point of view
• Sales Order generation: Background/
invisible processes
• Master Data: Customer master, Material
Master & CMIR
• SD Document Flow: Copy control
• SD Document Changes and Blocks
ORGANIZATIONAL STRUCTURE
• Objectives and importance
• Function and process
• Organization units and their assignments
• Logistic Execution Organization units
SALES DOCUMENT TYPE
MODIFICATION WITH ITEM
CATEGORY
• Sales document type: standard order,
Cash Sales, Rush Order
• Overview: Item Category functionality
• Item Category determination and
customization
• Item Category creation; linking to
customized Sales Document Types
• BOM : Bills of Materials in Sales
Documents
SCHEDULE LINE CATEGORIES:
SALES DOCUMENT AND LINE ITEM
SCHEDULING CONTROL
Overview: Process and functions
• Schedule line relationship with a Sales
Document type and its categories
• Creating and linking schedule line
categories to Sales Document types
DETAILED DOCUMENT FLOW
Document flow: Processes and statuses
• Usage of Copy Control Sales Documents
• Sales to sales and Delivery to sales
SPECIAL BUSINESS SALES
PROCESSES
• Incompletion Log: customization and
controlling
• Listing and Exclusion
• Bills Of Material and Item category
Group
• Make to Order Customization
• Stock Update from Purchase Order
• Complaint processing: credit memo,
Returns, delivery free of charge
SPECIAL BUSINESS SALES
PROCESSES
• Incompletion Log: customization and
controlling
• Listing and Exclusion
• Bills Of Material and Item category
Group
• Make to Order Customization
• Stock Update from Purchase Order
• Complaint processing: credit memo,
Returns, delivery free of charge.
SPECIAL BUSINESS SALES
PROCESSES
• Incompletion Log: customization and
controlling
• Listing and Exclusion
• Bills Of Material and Item category
Group
• Make to Order Customization
• Stock Update from Purchase Order
• Complaint processing: credit memo,
Returns, delivery free of charge
BUSINESS PARTNER
DETERMINATION IN SD
• Overview: What is it?
• Partner functions in the sales process.
• Customer Master and Account Group
• Role of Partner function per Account
Groups
• Procedure: Partner determination
OUTLINE AGREEMENTS
Understanding the purpose
• Sales Document Types
• Outline Agreement scheduling
• Open Outline Agreements: Messages
• Quantity contracts
• Contract data activation
• Dates in Contract Agreements
• Rental contracts
• Value contracts
• Item Category customization in the Value
contract
• Partner release authorization
MATERIAL DETERMINATION
Material Inclusion and Material Exclusion
• Creation of the Material Determination
Master Record
• Material Listing and Material Exclusion
product selection
• Determination Procedure
FREE GOODS SALES PROCESS
• Overview: Understanding the concept
• Master Data
• Calculation Rule
• Conditions
• Customizing
MATERIAL DETERMINATION
• Material Inclusion and Material Exclusion
• Creation of the Material Determination
Master Record
• Material Listing and Material Exclusion
product selection
• Determination Procedure
PRICING
• Overview: Concept and Condition Master
• Item level, Header Level and Statistical
Level Condition type
• Discounts and Surcharge
• Pricing determination
• Customer Pricing Procedure and
Document Pricing Procedure
• Rebate: creation, processing and
settling, Manual accruals
LOGISTIC EXECUTION
• Overview: Billing types
• Billing Plan types: Milestone & Periodic
• Credit memo, debit memo request
• Collective billing, billing due list
• Invoice correction request: complaint
processing
• SD-FI interface