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Introduction to Enterprise Wide Information Systems Configuring SAP (cont.) Instructor: Richard W. Vawter. Topics. The Implementation Guide Sales Orders and the Customer Master Customizing the Material Master Configuring the Billing Process. Quantity/Value update Price control

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slide1

Introduction to Enterprise Wide Information SystemsConfiguring SAP (cont.)Instructor: Richard W. Vawter

topics
Topics
  • The Implementation Guide
  • Sales Orders and the Customer Master
  • Customizing the Material Master
  • Configuring the Billing Process
materials material types
Quantity/Value update

Price control

Variance for each plant

 Description

 Department

 Internal/External POs

Account

assignment

A

Matl. type

Material

Materials - Material Types
  • The material type is part of the general data on a material.
  • The departments responsible for a material type determine which views must be maintained for a specific material.
selecting fields for materials influencing factors
Transaction

?

……………..

…………

…………

Procurement

indicator

Material type

Field selection

Plant

Industry sector

SAP

components

Selecting Fields for Materials - Influencing Factors
  • An individual control table is available for each influencing factor shown here and corresponds to a group of fields in the material master.
materials material status
Materials - Material Status
  • You can define different kinds of material status and for each status, how the system will react when an item is used in a sales document.

Material Status

Quotation Standard Order

Discontinued part

Technical defect

.

.

.

Error Warning

Error Error

product hierarchies
Level

00001

Tools

1

0000100001

Electrical appliances

0000100002

Compressors

2

000010000100000001

Electric screwdrivers

000010000100000002

Electric drills

000010000200000001

Electric drills

000010000200000002

Electric drills

3

Product Hierarchies
  • Product hierarchies are used for pricing and analysis.
  • In the Standard SAP setup, they can be defined with up to 18 characters and three levels.
customer material information
Customer-Material Information

Sales organization : 1000

Distribution channel : 01

Customer : C1

Material Description

M1 Computer AG

M2 Computer UG

. .

. .

Customer-specific data

Material Description

M234 Computer 550C

M598 Computer 1650B

. .

. .

Sales order

Sold-to Party: C1

Customer Matl Description Qty

M234 Computer 550C 10

M598 Computer 1650B 3

Customer-Material Information
  • You can define customer-specific data for a material in a customer-material information record. This may incl:
    • cust.-specific matl. #
  • cust.-specific matl. description
  • etc.
proposing items using product proposal
Product proposal : 5000002

Validity period : 01/01-12/31

Search term : SD product proposals

Item Material Qty.

10 M1 40

20 M2 50

30 M3 30

Sold-to party: C1

Item Material Qty.

10 M1 40

20 M2 50

30 M3 30

Material or

material + quantities

Sales Order

Proposing Items Using Product Proposal
  • Material combinations which you use frequently can be stored in product proposals.
sales bill of materials an example
Computer

Mouse

Monitor

CPU

Keyboard

Sales Bill of Materials - An Example
  • By making the appropriate settings in Customizing, you can copy the components in the bill of material to a sales order as one “item”.
bill of material bill of material categories
Material BOM

SD master

record

Material

master

Sales & Distribution

Equipment

master record

Equipment BOM

Document

master record

A

Sales order

Document BOM

Material

Bill of Material - Bill of Material Categories
  • The bill of material category serves as a link to different objects.
  • You can create bills of material only for objects existing in the material master.
bill of material where they are used
Bill of Material - Where They Are Used
  • Item status controls how BOM items are processed in related application areas:
    • Production (operations)
    • Construction (technical data)
    • Pricing
    • Sales & distribution (order quantity)
    • Plant maintenance (maintenance information)
topics1
Topics
  • The Implementation Guide
  • Sales Orders and the Customer Master
  • Customizing the Material Master
  • Configuring the Billing Process
billing types
Invoice

Pro forma invoice

Cash sale

Billing

Types

Invoice list

Credit/debit memo

Cancellations

Returns

Inter-company billing

Billing Types
  • The billing type controls the entire billing document.
  • Billing types are dictated by the type of the reference document.
the billing process
Order Document Types

Delivery Doc.

Billing Documents

Standard

Order

Type: OR

Header

Item: TAN

Schd. line

Type: LF

Header

Item: TAN

Type: F2

Header

Schd. line

Cash Sales

Quotation

Returns

Inquiry

Credit

Type: BV

Type: QT

Type: RE

Header

Item: REN

Type: IN

Type: CR

Type: LR

Type: RE

Type: LR

Type: RE

Immediate

The Billing Process
  • Each billing document requires a reference document.
billing documents
Std. Order

Delivery

Invoice

Std. Order

Delivery

Invoice

or

Billing Documents
  • You can reference either an order or a delivery document when creating an invoice.
  • This is configured in the IMG by the item category.
credit debit memos
Credit request

Credit memo

Debit request

Debit memo

Order

Delivery

Invoice

or

Credit / Debit Memos
  • However, with credit / debit memos, you can only reference the credit / debit requests (sales documents).
returns
or

Credit request

Credit memo

Sales Order

Delivery

Invoice

Returns

delivery

Returns
  • Credit memos are created with reference to the returns (sales documents) and NOT to the returns delivery.
data flow
For example

- payer

- item number

- prices

- texts

Order

Delivery

Invoice

For example

- ship-to party

- quantity

- texts

Doc. flow

Data flow

Data Flow
  • You can influence the data flow from reference documents to billing documents by:
    • Billing types
  • Copying control for header
  • Copying control for items
copy control
Target Source

Billing Delivery

type type

Target Source Source

Billing Delivery Item

type type category

Header F2 LF

Item F2 LF TAN

Copy Control
  • As just mentioned, how data is transferred in the billing process can be influenced by the copy control data.
billing quantities
Billing Billing Quantity

With reference to an order Delivery quantity minus quantity

already invoiced

With reference to a sales document Order quantity minus quantity

(e.g., credit memo) already invoiced

With reference to a delivery Delivery quantity minus quantity

(e.g., billing doc. Types F1 and F2) already invoiced

Pro forma invoice F5 Order quantity

Pro forma invoice F8 Delivery quantity

Billing Quantities
  • Delivery and order quantities are referenced in billing.
  • You can create a billing document with reference to an order for quantities already delivered.
pricing in billing documents
Invoice A

M1 10 pc

10 x 9.50

Manual discount

Invoice B

M1 10 pc

10 x 10.50

Discount 2 %

Invoice C

M1 10 pc

10 x 10.50

Discount 2 % & manual

Invoice D

M1 10 pc

10 x 9.00

Manual discount

Discount

from 50.00 1 % -

100.00 2 % -

Price: Material M1

from 1.pc 10.00

10.pc 9.50

20.pc 9.00

Price: Material M1

from 1.pc 11.00

10.pc 10.50

20.pc 10.00

Order

M1 20 pc

20 x 9.00

Manual discount

January

March

Delivery

M1 10 pc

Pricing type:

A Price components are copied and updated (scale redetermined).

B Pricing is carried out again.

C Manual price components are copied, pricing carried out for all other components.

D Price components are copied as is from the reference document.

Pricing in Billing Documents
  • You can specify a pricing type for each billing document type and item category.
key points 1
Key Points (1)
  • The Implementation Guide (IMG) enables the project team to match the business requirements with the SAP standard software and customize the transactions to the needs of the organization.
  • You can minimize the time an effort needed to create sales documents by thoroughly maintaining the customer master and defining all types of business partners.
  • The account group allows you to select data fields for maintaining the master data.
  • By classifying materials by material types, you can specify which views for a material are to be maintained.
key points 2
Key Points (2)
  • When maintaining material master records, you can specify (in the IMG) which fields are to appear, to be required or optional, or are to be blocked.
  • You can store customer-specific information on individual materials (e.g. customer material numbers and descriptions) in customer-material information records. This enables you to create orders using material numbers specified by the ordering party.
  • When you frequently sell combination of materials, you can simplify sales order creation by creating product proposals.
  • You can also create BOM’s to combine several materials for use in SD.
key points 3
Key Points (3)
  • Billing documents always reference a previous document.
  • Reference documents will dictate the billing document type.
  • The flow of data is controlled:
    • by the programs
    • by document types
    • by copying control tables
  • You can determine copying control at:
    • the header level
    • the item level
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