SAP University Alliances
Version 2.2
Authors Simha R. Magal
Stefan Weidner
Tom Wilder
Product
SAP ERP 6.0 EhP4
Global Bike Inc.
Level
Beginner
Focus
Configuration: The Fulfillment
Process
Phase III: Fulfillment
© SAP AG
Configuration Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
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Configuration Enterprise structure
Enterprise structure elements
- Client
Company code
Plant (shipping plant)
Storage location
- Sales organization
- Distribution channel
- Division
- Sales area
- Shipping point
Define / maintain
Assign
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Configuration Sales Organization
Used to divide the market based on geographic regions
Responsible for
- Distributing goods and services
- Negotiating sales conditions
Highest level of aggregation in sales-related reporting
A company code must have at least one sales organization
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Configuration Sales Organization
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Configuration Distribution Channel
Responsible for getting materials to customers
Used to
- Differentiate distribution strategies or approaches
- Different pricing, responsibilities
• Wholesale sales, retail sales, Internet sales
- Statistics and reporting at the DC level
A sales organization must have at least one distribution channel
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Configuration Distribution Channel
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Configuration Division
Used to consolidate materials with similar characteristics
- Different sales strategies, pricing agreements
- Statistics and reporting at the DC level
- Associated with product lines
A sales organization must have at least one division
Can be assigned to multiple sales organizations
Division is cross company code data
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Configuration Enterprise structure: Division
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Configuration Sales Area
Made up of three other organizational elements
- Sales organization
- Distribution channel
- Division
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Configuration Sales Area
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Configuration Shipping Point
A physical location from which outbound deliveries are sent
- Loading dock
- Mail room
- Rail depot
- Group of employees (to handle expedited orders)
A plant must have at least one shipping point
A shipping point can be assigned to many plants
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Configuration Shipping Point
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Configuration Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
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Configuration Business Rules and Parameters
Shipping point determination
Automatic account determination
- Cost of goods sold expense account
- Revenue accounts
Pricing procedures
- Define pricing procedures for sales areas
Rules for determining business area
- Define for sales area
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Configuration Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
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Configuration Master Data
Material master
Customer master
Pricing Conditions
Customer-material info record
Output Conditions
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Configuration Master Data: Material Master
Basic Data
Sales: Sales Organization
- Includes data specific to a combination of sales organization and distribution channels
- Examples include: delivering plant, sales units (unit of measure), minimum quantities (order, delivery)
Sales: General/Plant
- Includes data specific to a plant
- Examples include: handling requirements (refrigeration), loading (hand cart, forklift)
Demo
• Review material master
• Review fulfillment related tabs
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Configuration Master Data: Customer
General Data (Client)
- Number, name
Financial/ Accounting data (Company code)
- Reconciliation account
Sales Area data (Sales area)
- Terms
Demo
• Review customer master
• Review data in 3 segments
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Configuration Multiple Definitions of a Customer
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Configuration Customer - Material Info Record
Intersection data for one customer and one material
- Data specific to the combination of customer and material
Supersedes data in customer master and material master
Examples of data
- Cross references customer material numbers, descriptions
- Specific terms specific to material/customers
• Alternate delivery plant, shipping terms/methods, tolerances, partial deliveries (e.g. not accepted for this material)
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Configuration Master Data: Pricing Conditions
Prices
- Material price
- Customer specific price
Freight
- InCoTerms
Surcharges and discounts
- For customer, material, or combination
Taxes
Demo
• Review customer prices
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Configuration Master Data: Output Conditions
Sent to customers using a variety of media
Examples of output
- Quotation, order confirmation, invoices
Media
- Mail, fax, EDI
Master data includes
- Output type
- Output medium
- Time (immediate or later)
- Partner function
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Configuration Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
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Configuration Process execution
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Configuration Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
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Configuration Exercises
3.1 - Enterprise Structure
- Configure the enterprise structure
3.2 - Business Rules
- Define business rules
3.3 - Master Data
- Material, Customer (copy from 00 where possible)
3.4 - Testing
- Execute simple fulfillment process
Appendices
- Exercises provide detailed instructions for one or few objects (e.g, once cost center, once vendor, etc.)
- Appendices provide data from additional objects (cost centers, etc.)
Don’t forget them!!!!
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Configuration Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises
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