Configuration - ITHB

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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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