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Sales and distribution OVERVIEW

Sales and distribution OVERVIEW. AGENDA : SD sessions. SD Overview organizational entities Order entry flow Break Distribution flow Billing and reporting End. Organizational entities. Organizational entities. Company code Independant accounting unit Legal entity Sales organisation

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Sales and distribution OVERVIEW

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  1. Sales and distribution OVERVIEW

  2. AGENDA : SD sessions • SD Overview organizational entities • Order entry flow • Break • Distribution flow • Billing and reporting • End

  3. Organizational entities

  4. Organizational entities Company code Independant accounting unit Legal entity Sales organisation Responsible for distributing goods and services Responsible for negotiating sales conditions Plant Produces goods, renders services, or makes goods available for distribution Storage location Place where stock is physically kept within a plant Shipping point Fix location that carries out shipping activities

  5. AGENDA : SD sessions • SD Overview organizational entities • Order entry flow • Break • Distribution flow • Billing and reporting • End

  6. Overview processes in sales and distribution

  7. Sales order entry Sales order creation based on master data Customer Material see further for details Prices During creation, you have to enter Sales organisation Customer Material and quantity Delivery date and the rest is determined automatically in background

  8. Sales order entry: background Credit check Warning / block order Automatic pricing Availability control Creation documents (output) Order confirmation Use of texts from customer / material Incompletion check payment terms pricing Taxes

  9. Sales order entry : availability check ATP

  10. Sales order entry: header and item customer materials Customer material number

  11. Sales order entry: pricing Price is determined automatically

  12. Sales order entry: order confirmation Article details Price details Delivery address

  13. AGENDA : SD sessions • SD Overview organizational entities • Order entry flow • Distribution flow • Billing and reporting • End

  14. Overview processes in sales and distribution

  15. Delivery-Shipping Processing Overview Sales order Delivery • Create delivery • Picking list • Sales order • Picking • Goods issue • Delivery note • Update stock • Post general ledger

  16. Delivery creation Checking list: for which orders deliveries need to be created to deliver goods in time No more extra data need to be entered  automatic creation Picking list is printed automatically: When to get the goods and how much Add name of carrier and license number Add number and type of pallets

  17. Output picking list License number Name of carrier Loading date Materials Pallets

  18. Administrative update delivery Enter picking details in SAP Post goods issue

  19. Output delivery note After goods issue, the delivery note is printed

  20. Goods issue for deliveries • Posting goods issue : • automatically adapts stock levels • automatically adapts stock accounts • updates the status in all related sales documents and in the delivery document. • Reduces the requirements • automatically updates the billing due list

  21. AGENDA : SD sessions • SD Overview organizational entities • Order entry flow • Distribution flow • Billing and reporting

  22. Overview processes in sales and distribution

  23. Billing: invoice creation

  24. Billing: effects of creating an invoice Invoice Customer Credit Record A/R X Profitability Analysis Sales Information System Delivery Sales order • Creating an invoice: • automatically creates an accounting document that updates the general ledger account for revenue. • updates the status in all related sales, delivery, and billing documents. • updates the customer’s credit record. • updates sales statistics for the Sales Information System. • updates controlling elements such as profitability analysis and profit center accounting.

  25. Invoice Details delivered goods Payment terms

  26. Document flow Order Delivery Invoice Quotation Returns Delivery Credit for returns Document flow of an order Quotation. Order. . Delivery. . . Invoice. . Returns. . . Returns delivery. . . . Credit for returns ...

  27. Reporting: sales information system Customer analyses Sales org billed qty billed value 0800 500 3000 Drill down by customer • Additional • Information • Material master • Customer master • Documents Customer billed qty billed value • Functions • Drill down • Filters • ABC Analysis • Graphics • … BELLO 300 1800 DIA 200 1200 Drill down by period Customer BELLO Month billed qty billed value Feb 05 100 600 Mar 05 200 1200 … and lots of other possibilities to report and analyse data

  28. AGENDA : SD sessions • Example flow in SAP • Master data • Intercompany flow • Transportation

  29. Sales order entry

  30. Sales order entry

  31. Sales order entry – ship-to

  32. Sales order entry

  33. Sales order entry - pricing

  34. Sales order entry - pricing

  35. Output order acknowledgement

  36. Delivery creation

  37. Delivery creation: materials

  38. Delivery creation: batches per material

  39. Delivery scheduling

  40. Output pick list

  41. Delivery processing

  42. Delivery processing

  43. Output delivery note

  44. Billing

  45. Billing

  46. Output invoice

  47. AGENDA : SD sessions • Example flow in SAP • Master data • Intercompany flow • Transportation • End

  48. Master data: overview Customer master data Material master data Different price types

  49. Master data customer: business partners Different types of business partners Sold-to party Places the sales order Ship-to party Receives the goods Bill-to party Receives and verifies the invoices Payer Pays the invoices

  50. Master data customer: kind of data Customer General data Customer Company code data Customer Sales area data • General data • Name • Address • VAT number • Telephone number • Company code data • Payment terms • Reconciliation account • Sales area data • Sales district • Customer group • Incoterms • Business partners

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