slide1 n.
Skip this Video
Loading SlideShow in 5 Seconds..
Topics PowerPoint Presentation


148 Views Download Presentation
Download Presentation


- - - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

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

  2. Topics • The Implementation Guide • Sales Orders and the Customer Master • Customizing the Material Master • Configuring the Billing Process

  3. 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.

  4. 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.

  5. 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

  6. 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.

  7. 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.

  8. 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.

  9. 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”.

  10. 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.

  11. 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)

  12. Topics • The Implementation Guide • Sales Orders and the Customer Master • Customizing the Material Master • Configuring the Billing Process

  13. 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.

  14. 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.

  15. 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.

  16. 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).

  17. 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.

  18. 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

  19. 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.

  20. 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.

  21. 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.

  22. 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.

  23. 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.

  24. 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