Escolar Documentos
Profissional Documentos
Cultura Documentos
EGN 5620
Engage in pre-sales activities Create quotations and send to customers Create sales orders Schedule & deliver Bill customer (by invoice) Receive payment from customer Handle sales order return
January 2008
SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights reserved.
FI MM SD
January 2008 SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights reserved.
Rules
4
YES
NO
Goods from Purchase Order Purchase Order Goods Receipt Invoice Receipt Accounts Payable
Purchase Requisition
January 2008
SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights reserved.
January 2008
SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights reserved.
Integration
Pack Materials
Post Goods Issue
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Invoice Customer
January 2008
SAP SD Process
1. 2. 3. 4.
5. 6. 7.
Engage in pre-sales activities Create quotations and send to customers Create sales orders, item proposal, or scheduling agreement Schedule delivery and create delivery note Create/send invoice to customer (billing) Receive/post payment from customer Handle sales order return
SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights reserved.
January 2008
A sales order contains all of the information needed to process customers request. The process for creating a sales order has the following steps:
1. 2. 3. 4. 5. 6. 7. Pricing Credit limit check Availability Check Delivering Schedule Shipping point and route determination Transfer of requirements to MRP foreign trade and license processing
SD3-1: Pricing
SAP can display pricing information at both the header and the line item level for sales order. It enables the user to program varied pricing procedures to meet individual organizations needs. The pricing is extendable; it can be attached, or extended to external pricing programs or elements outside SAP for pricing. It also allows Gross to Net pricing: This allows discounts and reductions from the master price.
January 2008
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A large number of outstanding receivables or bad debts can have a considerable impact on company performance. The user may minimize credit risk by defining a credit limit for customers by using Credit Management. This is especially important if a company does business with customers in financially unstable sectors or countries, or trade with countries that are politically unstable or that adopt a restrictive exchange rate policy.
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One-time delivery ( ontime one-time delivery) Complete delivery (possibly delayed onetime delivery) Delayed proposal (allows partial delivery schedule)
In determining the material availability the following elements can be included in the availability check Safety stock Stock in transfer Quality inspection stock Blocked stock Restricted use stock All movements of stock
SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights reserved.
January 2008
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Inward/Outward movement of goods purchase orders purchase requisitions planned orders production orders reservations dependent reservations dependent requirements sales requirements delivery requirements
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In this section, SAP checks whether the requested delivery date can be kept to. If stock of the material is available to make a delivery on the requested delivery date, the stock quantity is confirmed here.
If there is no stock available, confirmed quantity zero is displayed.
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January 2008
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SAP can automatically schedule essential shipping activities, using backward and forward scheduling rules.
January 2008
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January 2008
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January 2008
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Line Item # 2
Schedule Line # 1
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A shipping point is determined for each line item A delivery can only be processed from one shipping point Routes - route to be traveled & transit time are determined using customized rules
January 2008
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January 2008
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SD3-7: 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
January 2008
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Line Item
Schedule Lines
January 2008
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If a customer frequently orders the same combination of materials, SAP can store the frequently used data as an item proposal in the system.
During sales order processing, the user can copy all or some of the materials and quantity data from the item proposal directly into the sales order (document) Item proposal can be assigned to one or multiple customer master records
January 2008 SAP AG - University Alliances and The Rushmore Group, LLC 2008. All rights reserved. 32
Delivery Note
Picking Packing
Each step in the delivery process updates the delivery note status
January 2008
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Delivery/Goods Issuing
SD4: Shipping
Sales Order 1 Sales Order 4 Sales Order 5
Sales Order 2
Delivery 813
Delivery 816
Sales Order 3
Delivery 814
Delivery 812
Delivery 815
Order Combination
Partial Delivery
Complete Delivery
SAP has the functions of processing credit/debit memos and rebates It automates invoicing, based on sales orders and/or deliveries It can create pro forma (paper) invoices It is integrated with Finance (FI) & Controlling (CO) It updates customers credit data
January 2008
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DS5: Billing
Sales Invoice Sold To: Rushmore Group Sales Org: S001 Dist Channel: RE Division: 01 Conditions/Price: $120
January 2008
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Order 6
Delivery 821
Delivery 833
Collective Invoicing
Order 9
Delivery 834 Order 14 Delivery 856 Invoice 968
Split Invoicing
Invoice 991
Order 32 Delivery 886 Invoice 992
January 2008
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January 2008
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SD6: Payment
Payment is the final step in the sales order process. SAP posts payments against invoices.
The posting clears the liability in the A/R account and increases your bank account.
Goods Receipt
Quality Inspection
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Order 14
Delivery 856
Invoice 968
Return Order
Return Delivery
Quality Inspection
Return to Inventory
Credit Memo
Payment
January 2008
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Returns document
Billing block can be proposed Use the Order reason field to identify the reason for the return Full access to pricing and ability to re-price
Return delivery
Issues a goods receipt to place material into inventory
January 2008
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Credit memo
Billing block must be cleared from Return Posts to Financial Accounting (FI) Can be processed in batch (background) Can be processed collectively (grouped)
January 2008
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EGN 5620
(Professional MSEM)
Fall, 2012
Sales Quotation
Sales Order
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).
January 2008
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Exercises:
144a. 144. 145. 146. 147. 148. 149. 150. 151. 152. 153. 154. 155. 156. 157. Create customer quotation Create sales order from sales quotation Check stock status Create delivery note for sales order Check stock status Picking materials on delivery note Post goods issue Check stock status Bill customer Post receipt of customer payment Review document flow Create Customer Material Info Record Create sales order using customer info record Create delivery for sales order Pick materials on delivery note
Exercises:
158. 159. 160. 161. 162. 163. 164. 165. 166. 167. Post goods issue Bill customer Post receipt of customer payment Create a 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