Unit 18
SALES AND DISTRIBUTION (SD)
- Transactions -
Business Process Integration
SD
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July 2007
2
Transaction Data
 Includes internal and external exchanges that
describe business activities
 Unlike master data, aggregate transactional
data is dynamic – each transaction is unique
© SAP AG and The Rushmore Group, LLC 2007
July 2007
3
Sales and Distribution (SD)
MM
SM
SD
FI
Sales and
Distribution
Financial
Accounting
CO
Materials
PPMgmt.
Production
Planning
Service
Mgmt.
QM
Quality
Mgmt.
PM
ERP
Controlling
AM
Client / Server
Integrated Business
Solution
WF
Plant Maintenance
HR
IS
Human
Resources
Industry
Solutions
Fixed Assets
Mgmt. EC
PS
Enterprise
Controlling
Project
System
Workflow
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July 2007
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Document Types
Inquiry
Sales Order
Rush Order
Quotation
Returns
Contract
Cash Sales
Consignment
Scheduling
Agreement
Debit Memo
Returnable
Packaging
Credit
Memo
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July 2007
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Order Processing
Functionality
 Delivery scheduling
 Availability check
 Transfer of requirements to Material





Requirements Planning
Pricing
Credit check
Shipping point and route determination
Foreign trade and license processing
Document flow
© SAP AG and The Rushmore Group, LLC 2007
July 2007
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Delivery Scheduling
 Automatic scheduling of essential shipping
activities
 Calculated using defined activity times
 Resulting in scheduled activity dates
 Determined using backward and forward
scheduling rules
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July 2007
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Delivery Scheduling –
(continued)
 Structure of sales documents
Header
Line Item # 1
Schedule Line # 1
Schedule Line # 2
Line Item # 2
Schedule Line # 1
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July 2007
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Delivery Scheduling
Terminology
 Transportation lead time
 Time required to schedule transportation
 Pick/Pack time
 Time required for picking and packing
 Load time
 Time required to load
 Transit time
 Time required to transport goods from shipping point
to ship-to
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July 2007
9
Backward Scheduling
Order
Date
1st
Material
Availability
2nd
Pick & Pack
Time
(2 days)
Transp.
Sched.
Loading
3rd
4th
Transp.
Sched.
Time
(1 day)
Loading
Time
(1 day)
Goods
Issue
5th
© SAP AG and The Rushmore Group, LLC 2007
Requested
Delv. Date
6th
Transit
Time
(2 days)
July 2007
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Forward Scheduling
Order
Date
1st
Transp.
Material
Availability Sched.
2nd
Pick & Pack
Time (2 days)
3rd
Loading
4th
Transp.
Sched.
Time
(1 day)
Goods
Issue
Requested
Delv.
Date
5th
Loading
Time
(1 day)
6th
New
Delv.
Date
7th
Transit
Time
(2 days)
© SAP AG and The Rushmore Group, LLC 2007
July 2007
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Availability Check
 Determines the material availability date
 Considers inward and outward movement of
inventory — customizable
 Influences partial deliveries by
 Proposing a quantity that can be delivered on the
requested date (complete delivery)
 Determines earliest date for full delivery
 Determines the number and dates for partial
deliveries to fulfill the order
© SAP AG and The Rushmore Group, LLC 2007
July 2007
12
Availability Check –
(continued)
 In determining the material availability date the
system can include specific stocks if selected,
such as:
 Safety stock
 Stock in transfer
 Quality inspection stock
 Blocked stock
 Restricted use stock
 All movements of stock
© SAP AG and The Rushmore Group, LLC 2007
July 2007
13
Transfer Requirements to
Material Requirements Planning
 Ordered quantities are passed to Material
Requirements Planning
 Controlled by the schedule line category
 Blocking of documents can affect requirements
passing — delivery block
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July 2007
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Pricing
 Highly touted “world-class” functionality
 Very easily tailored to meet business needs
 A very robust module in SAP
 Gross to net pricing for material
© SAP AG and The Rushmore Group, LLC 2007
July 2007
15
Credit Check
 Efficient means to implement credit
management
 Integrated with Financial Accounting (FI) -- Via
credit control area
 Automatically alerts when a credit check fails
 Comprehensive credit management reporting
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July 2007
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Shipping Point and Route
Determination
 A shipping point is determined for each line item
— shipping point determination
 A delivery can only be processed from one
shipping point
 Routes - route to be traveled & transit time are
determined using customized rules
 Routes can be used to simply define transit time
© SAP AG and The Rushmore Group, LLC 2007
July 2007
17
Foreign Trade and License
Processing
 Predefined trade areas — NAFTA, EU
 Automated reporting for trade areas
 Automated controls
 License management
 Embargo lists
 Control by customer, country, product, point in time
© SAP AG and The Rushmore Group, LLC 2007
July 2007
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Document Flow
 The document flow feature allows you to find
the status of an order at any point in time. The
SAP system updated the order status every time
a change is made to any of the documents
created in the customer order management
cycle (Order to Cash).
© SAP AG and The Rushmore Group, LLC 2007
July 2007
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Unit 18 – Exercises
144.
145.
146.
147.
148.
149.
150.
151.
152.
153.
Create Sales Order
Check Stock Status
Create Delivery Note for Sales Order
Check Stock Status
Pick Materials on Delivery Note
Post Goods Issue
Check Stock Status
Bill Customer
Post Receipt of Customer Payment
Review Document Flow
© SAP AG and The Rushmore Group, LLC 2007
July 2007
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