SalesandDistribution

SAPR/3FunctionalLevelTraining

PartIPage1InstructorYOURFACILITATORFORTHISCOURSEIS:Mr.EricChenConsultantAndersenConsulting2/17/20232Schedule&TopicProcessView&SAPR/3OverviewSAPSales&Distribution(SD)ModuleOrganizationStructureBusinessPartners&CustomerMasterMaterialMasterPartI2/17/20233Schedule&TopicSalesProcessOverviewSalesDocumentsStructureandFunctionsSalesProcess-Pre-salesActivitiesSalesProcess-SalesOrderProcessingSalesProcess-OthersPartII2/17/20234Schedule&TopicSalesProcess-ShippingSalesProcess-Billing

PricingCreditManagementAvailabilityCheck&DeliverySchedulingOutput&ListSalesInformationSystem(SIS)SalesandOperationPlanning(SOP)PartIII2/17/20235ToobtainanoverviewoftheSales&DistributionfunctionalityandtherelationwithotherSAPmodulesToknowthebasicstructureoftheSales&DistributionmoduleToknowthebasiccomponentsofSales&Distribution:OrganizationalStructureMasterDataTounderstandtheprocessingflowwithinSales&Distribution:Pre-salesActivitiesSalesOrderProcessingShippingBillingCourseGoals2/17/20236Schedule&TopicProcessView&SAPR/3OverviewSAPSales&Distribution(SD)ModuleOrganizationStructureBusinessPartners&CustomerMasterMaterialMaster2/17/20237WhatisaProcess?“Alinkedsetofrepetitiveactivities,whichrefineanobjecttoaspecifiedandmeasurableendresult”InputEvent5Event1Event2Event3OutputEvent42/17/20238LineViewvs.ProcessView112345671OrderReceived2OrderRegistered3OrderApproved4OrderProduced5DistributionPrepared6InvoiceCreated7ShippingCustomer1234567CustomerLineOrg.2/17/20239WhyUseaProcessOrientedView?* Getthe“wholepicture”* Customerfocus* Clarifyinterfaces/relations* Avoidsub-optimisations* Identifymeasurements2/17/202310ProcessesonDifferentLevelsProcessesProcessesActivitiesTimeToCustomerLevel2Level3OrderSeq.&AssignedOrderMgmtStockOrderMgmtCustomerTacticalPlanningESP+ESP+OperationalPerformanceOperationalPlanningMaterialCapacityManagementGenericAssemblyDeliveryPackagingKittingAssembleToOrderMtrlSupplyMgmtProductionPlanningCap.&MatrReqmntPlan.Cap.&MatrReqmntPlan.MtrlSupplyMgmtExpediting&ShippingCustomerCareCustomerLevel1Level4CoreProcessExternalSupplyImplemen-tationOperationalPlanningDistributionCapacityInvestmentPlanningProductionProcessesTacticalPlanningOrderManagement2/17/202311PurchaseOrderCheckproductandcustomerdata

Order

entryCustomermasterMaintainCustomerMasterDistributionIM/WMA/R

Priority

ForumChangedproductionplanreportExternalSupply,InventoryWarehouseManagementCustomerorSales,TTMValidinformationNOYESOrderScheduling,PrintofacknowledgementCustomerandProductionRequestforRMAno.ReturnofmaterialIssue

RMA

no.EvaluategoodsreturnedSendbackmaterialCompensationDecideonactiontobetakenTheoverallpurposeoftheOMprocessistoreceive,enterandhandlesalesordersandreturnsTheOrderManagementBusinessProcess2/17/202312PurchaseOrderCheckproductandcustomer

data

OrderentryCustomermaster

MaintainCustomerMasterDistributionIM/WMA/RPriorityForumChangedproductionplanreportExternalSupply,InventoryWarehouseManagementCustomerorSales,TTMValidinformationNOYESOrderScheduling,PrintofacknowledgementCustomerandProductionRequestforRMAno.Returnofmaterial

IssueRMAno.EvaluategoodsreturnedSendbackmaterialCompensationDecideonactiontobetakenR/3supportedeventsHowisOMBusinessProcessLinkedtoSDModule?2/17/202313HowtoimplementSAPtoenableyourprocesses2/17/202314applicationsoftwareapplicationsoftwareplusplusinfrastructureinfrastructurebasedonbasedonclient/serversoftwareclient/serversoftwaretechnologytechnologyR/3R/3Client/ServerClient/ServerABAP/4ABAP/4SDSDMMMMPPPPQAQAPMPMHRHRISISOCOCPSPSAMAMCOCOFIFISales&Sales&DistributionDistributionMaterialsMaterialsMgmt.Mgmt.ProductionProductionPlanningPlanningQualityQualityAssuranceAssurancePlantMain-PlantMain-tenancetenanceHumanHumanResourcesResourcesIndustryIndustrySolutionsSolutionsOffice&Office&Communi-Communi-cationcationProjectProjectSystemSystemFixedAssetsFixedAssetsMgmt.Mgmt.ControllingControllingFinancialFinancialAccountingAccountingWhatisSAPR/32/17/202315R/3R/3Client/ServerClient/ServerABAP/4ABAP/4SDSDMMMMPPPPQAQAPMPMHRHRISISOCOCPSPSAMAMCOCOFIFISales&Sales&DistributionDistributionMaterialsMaterialsMgmt.Mgmt.ProductionProductionPlanningPlanningQualityQualityAssuranceAssurancePlantMain-PlantMain-tenancetenanceHumanHumanResourcesResourcesIndustryIndustrySolutionsSolutionsOffice&Office&Communi-Communi-cationcationProjectProjectSystemSystemFixedAssetsFixedAssetsMgmt.Mgmt.ControllingControllingFinancialFinancialAccountingAccountingSAPR/3Components2/17/2023162sympos.ppt_0694/10PlantPlantMaintenanceMaintenanceProjectProjectManagementManagementCostCostAccountingAccountingQualityQualityAssuranceAssuranceSalesSales&&DistributionDistributionHumanResourcesPlanningFixedFixedAssetsAssetsFinancialFinancialAccountingAccountingMaterialsMaterialsManagementManagementProductionProductionPlaningPlaning&Control&ControlIntegrationIntegrationistheHeartoftheSAPsystemEnterprise-WideSolutions2/17/202317themiddlewarewhichthemiddlewarewhichenablesR/3applicationstoenablesR/3applicationstorunrunwithhighperformancewithhighperformanceonavarityofplatformsonavarityofplatformsaccordingtoindividualaccordingtoindividualcustomerrequirementscustomerrequirementsR/3ApplicationsR/3BasisSystemSystemPlatformsWhatistheR/3BasisSystem2/17/202318SAPApplicationsSAPApplicationsLogistics/Accounting/HumanRessourcesManagementSystemSoftwareSystemSoftwareApplicationModulesSystemInterfacesFlowControlProgrammingInterfacesDataDictionaryDynproProcessorABAP/4ProcessorUserInterfaceCommu-nicationsInterfaceR/3SoftwareArchitecture2/17/202319ClientServerStructure-ThreeLevelsDataBaseChangesDataBaseChangesCentralDBCentralDBUserInteractionUserInteractionOutputDatatoOutputDatatoUserUserInputDataInputDataFromUserFromUser(StoresallData(StoresallDataandAppliationAndApplicationPrograms)Programs)ApplicationLogicApplicationLogicOutputDatatoOutputDatatoUserUser2/17/202320PresentationApplicationDatabaseRelationalRelationaldatabasedatabasesystemsystemSAPSAPbackgroundbackgroundapplicationapplicationlogiclogicSAPupdateSAPupdateprogramprogramSAPdialogSAPdialogapplicationapplicationlogiclogicWindowManagerWindowManagerSAPpresentationSAPpresentationsoftwaresoftwareGraphicaluserinterfacedataMessagesReadaccesstotheR/3databaseObject-orientedchangeorder(asynchronousprocessing)WriteaccesstotheR/3dataabseR/3ApplicationLogicProcessing2/17/202321Configuration-Establishingtablesandsettingsthroughmenu-drivenpathsinordertosetupthesystemtomeetyourbusinessrequirementsCustomization-Creatingnewreportsandutilizinguserexitstoaddfunctionalitytothesystem.Modification-ChangingthebasesystembyalteringtheABAPprogramstochangethewaySAPfunctionsSAPCREED:YOUSHALLNOTMODIFYSAP.Configurationvs.Customizationsvs.Modifications

2/17/202322ConsignmentClientCompanyGroupCompanyCodePlantStorageLocationWHLogistics(MM)View2/17/202323DIV1DIV2ClientSalesOrganizationDivisionDistributionChannelSALESAREALogistics(SD)View2/17/202324ClientCompanyCodeBusinessAreaChartofAccountsFinancialAccounting(FI)View

2/17/202325ClientControllingAreaCostCenterNodesCostCentersControlling(CO)CostCenterAccountingView2/17/202326MainScreen2/17/202327Schedule&TopicProcessView&SAPR/3OverviewSAPSales&Distribution(SD)ModuleOrganizationStructureBusinessPartners&CustomerMasterMaterialMaster2/17/202328R/3OverviewFunctionalitiesModularBuildingBlocks:FI-FinancialAccountingCO-ControllingTR-TreasurySD-SalesandDistributionMM-MaterialsManagementPP-ProductionPlanningEC-EnterpriseControllingIM-InventoryManagementQM-QualityManagementPM-PlantMaintenancePS-ProjectSystemWF-WorkflowIS-IndustrySolutionsPA-PersoneladministrtaionPD-PersonelDevelopmentR/3Client/ServerABAP/4ISIndustrySolutionsMMMaterialsMgmt.PDPersonelDevelopmentSDSales&DistributionPPProductionPlanningQMQualityManage-mentPMPlantMain-tenanceFIFinancialAccountingCOControllingTRTreasuryPSProjectSystemWFWorkflowECEnterprise

ControllingIMInvestment

ManagementPAPersonnelAdministration2/17/202329Logistics:SalesandDistributionMaterialsManagementProductionPlanningQualityManagementPlantMaintenenceBasicFunctionalitiesofSAPR/3SDSales&DistributionFunctionalTraining-SalesandDistributionR/3Client/ServerABAP/4ISIndustrySolutionsMMMaterialsMgmt.PDPersonelDevelopmentSDSales&DistributionPPProductionPlanningQMQualityManage-mentPMPlantMain-tenanceFIFinancialAccountingCOControllingTRTreasuryPSProjectSystemWFWorkflowECEnterprise

ControllingIMInvestment

ManagementPAPersonnelAdministration2/17/202330Sales&Distribution(SDmodule):SalesOrderProcessing(SD-SLS)Shipping(SD-SHP)Billing(SD-BIL)SalesSupport(SD-CAS)SalesInformationSystem(SD-IS)ServiceManagement(SM)BasicFunctionalitiesofSAPR/3FunctionalTraining-SalesandDistributionSDSales&DistributionR/3Client/ServerABAP/4ISIndustrySolutionsMMMaterialsMgmt.PDPersonelDevelopmentSDSales&DistributionPPProductionPlanningQMQualityManage-mentPMPlantMain-tenanceFIFinancialAccountingCOControllingTRTreasuryPSProjectSystemWFWorkflowECEnterprise

ControllingIMInvestment

ManagementPAPersonnelAdministration2/17/202331Schedule&TopicProcessView&SAPR/3OverviewSAPSales&Distribution(SD)ModuleOrganizationStructureBusinessPartners&CustomerMasterMaterialMaster2/17/202332CompanyPlantStoragelocationClientBinlocationSAPHierarchy:Primarystructure2/17/202333CompanyPlantStoragelocationClientBinlocationDistributionChannelSalesorganisationSAPHierarchy:SecondaryStructure2/17/202334Flexiblewayofrepresentingthecompany’sorganisationalstructureinR/3MakesitpossibletodistinguishvalidrelationshipsbetweenunitsStructuresdata:commondatawherepossibledifferentdatawherenecessaryUsedforauthorizationPurposeofSAPHierarchy2/17/202335StructureofSAPHierarchyCommonentitiesUsedinmostfunctionalarease.g.CompanySpecificentitiesUsedinonefunctionalareae.g.: -Salesorganisation(SD)MRPcontroller(PP,MM)Costcontrolarea(CO)2/17/202336CLIENTarea1area2area3area4Companycode1Area1Area2Companycode2Client2/17/202337CompanyCodeDefinitionThisisthefirstleveloforganizationaldesigninSAP.Alargeamountofprocesing,data,andconfigurationisspecifictotheSAPcompanycodes.TheCompanyCodestypicallyrepresentthelegalfinancialreportingunitsofacompany.CompanyCode2/17/202338SalesOrganizationDefinitionThisisthehighestleveloftheinitialSDorganizationalhierarchy.Normallyitisusedtorepresentalegalsellingunit.Salesorganizationsaretieddirectlytocompanycodes.Sales

OrganisationCompanyCode2/17/202339DistributionChannelDefinitionThisisthemiddleleveloftheinitialSDorganizationalhierarchy.Normallyitisusedtorepresentaunitthatdetermineshowsalesmaterialsreachthecustomer.Salesspecificmaterialmasterdatasuchasprices,minimumorderquantity,minimumdeliveryquantity,anddeliveringplantcandifferbydistributonchannel.100010

Wholesale20

Retail30

DirectSalesXYZCompanyRetailOutletsDistribution

ChannelsSalesOrganisation2/17/202340DivisionDefinitionThisisthethirdandfinalleveloftheinitialSDhierarchy.Normallythisisusedtorepresentagroupingofproducts,forwhichanorganisationalunitisprofitresponsible.Sales

OrganisationGasolineLubricantDivisions2/17/202341SalesAreaDefinitionThisisthecombinationofthreelevelsintheSDorganizationalhierarchymentionedbefore(salesorg.,distributionchannel,anddivision).Onesalesareaexistsforeachuniquecombination.Forexample,ifanSDhierarchyincludesthreesalesorganizations,fourdistributionchannels,andtwodivisions,twenty-foursalesareaswouldbecreated(3x4x2=24).EachSDdocumentprocessedinSAP(e.g.order,invoice)musthaveonlyonesalesareatiedtoit.CompanyCodeSalesOrganisationDistribution

ChannelDivisionSalesArea1salesofficesalesgroup0102100102201000200030000001400000020003Client2/17/202342SalesOffice1SalesOffice2AlexWholesaleAlexWholesaleRetailShop1RetailShop2Watson&Co.David&DonSalesOffice2/17/202343ClientPlantAPlantBCompany:ABCCompany:XYZPlantCPlants2/17/20234410001000200020003000300000014000400000020003ClientPlantBPlantAPlantAPlantBSalesOrganisationASalesOrganizationBSalesOrganisationCCOMPANYABCCOMPANYXYZPlantAssignmenttoSalesOrganisation2/17/202345PlantAPlantBShippingPoint1ShippingPoint3shippoint2ShippingOrganisation2/17/202346SAPStructureinSDI:SalesAreasClient1000200030001020101001020102010201SalesorganizationDistributionchannelDivision=Salesareacompanycodeassignment2/17/202347SAPStructureinSDII:SalesUnitClientBostonNewYork001002004MillerWhiteCarterSmithSalesofficeSalesgroupSales-person003005DouglasBrownFisherassignmentsalesarea2/17/202348SAPStructureinSDIII:ShippingOrganisationClientMaildepotForwardingdepotRaildepotRamp1Ramp2Ramp3ShippingpointsLoadingpointsassignmentplant2/17/202349Schedule&TopicProcessView&SAPR/3OverviewSAPSales&Distribution(SD)ModuleOrganizationStructureBusinessPartners&CustomerMasterMaterialMaster2/17/202350BusinessPartnersSold-toparty(C)Bill-toparty(C)Personnel(P)Ship-toparty(C)Carrier(V)Payer(C)partnerfunctions2/17/202351CustomerMasterCustomermasterShip-topartyPayerBill-topartySold-topartyPlaceanorderReceivethegoodsSettlethebillReceivetheinvoiceforthegoods2/17/202352CustomerMaster-AccountGroupsCreatesold-topartyCustomerC1Salesorganization:0001Distributionchannel:01Division:01Accountgroup:00010001Sold-toparty0002Ship-toparty0003Payer0004Bill-topartyFieldselectionNumberassignmentOutputproposalACCOUNTGROUP0001One-timeaccount:Yes/No:ACCOUNTGROUP2/17/202353CustomerMasterfromSalesViewpointCustomer : 100

Salesorganization : 1017

Distributionchannel : 01

Division : 22Generaldatavalidforbothaccountingandsalesdependenton:- salesorganisation- distributionchannel- divisionAddress

Controldata

ContactpersonSalesareadataSales

ShippingBillingOutput

Partnerfunctions2/17/202354OtherMasterData2/17/202355274327444711CentralMillerMillerCustomerCustomerUniquenodenumberCustomer4712SouthMillerMiller4713NorthMillerMiller4714NorthwestMillerMiller4715NortheastMillerMillerCustomerHierarchies2/17/202356OriginsofDatainSalesDocumentsCustomermasterdataSalesorderMaterialmasterdataControltablesTextsConditions2/17/202357Exercise1:CreateCustomerMasterNowletusdoanexercise.PleaseusetheExerciseBookasreference.Thenpleasetakearest.2/17/202358Schedule&TopicProcessView&SAPR/3OverviewSAPSales&Distribution(SD)ModuleOrganizationStructureBusinessPartners&CustomerMasterMaterialMaster2/17/202359MaterialMasterDataMasterDataCustomerMasterDataMaterialMasterDataDefinitionThematerialmasterrecordisacentraldataobjectintheSAPSystem.Itisusedtostoredataonrawmaterials,operatingsupplyitems,semi-finishedproducts,finishedproducts,productionresources/tools2/17/202360MaterialMasterViewsMaterialmasterrecordRequirementsplanning(MRP)SttPurchasingSalesanddistributionJobpreparationStorageQualitymanagementStocksinplant-warehouseABWarehousemanagementClassificationForecastAccountingEngineering2/17/202361MaterialTypesMaterialsareassignedtoamaterialgroupthroughthematerialtype.Thematerialtypedefinescertainfeaturesofthematerialandisusedforthecontrolof:materialnumberassignmentscreenselectionscreensequencecontrolsourcing(in-&external)mat.valuationChoosefrom:RawmaterialFinishedproductTradinggoodsNon-valuatedmaterialNon-stockmaterialPackagingServicesOperatingsuppliesSemi-finishedmaterialConfigurablematerial2/17/202362GeneraldataSalesdataPlantdataStoragedataStructureofMaterialMasterRecord2/17/202363MaterialMasterData(SalesInfo)GeneraldataMaterialnumberDescriptionUnitsofmeasureWeightVolumeDivisionDataspecifictoplantMRPprofileManufacturingcostsTransportationgroupLoadinggroupDatespecifictostoragelocationStocksDataspecifictosalesDeliveringplantSalesgroupSalestextProducthierarchydependentuponsalesorganizationanddistributionchannelClientSalesorganizationDistributionchannel1000102/17/