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