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Unit 19
Sales and Distribution
(SD)
- Transactions -
MELJUN
CORTES
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2
Business Process Integration
SD
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3
Transaction Data
Includes internal and external exchanges that
describe business activities
Unlike master data, aggregate transactional
data is dynamic each transaction is unique
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4
R/3
FIFinancial
Accounting
COControlling
PSProject
SystemWFWorkflow
ISIndustry
Solutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProduction
Planning
QMQuality
Mgmt.PMPlant Maintenance
SMServiceMgmt.
Client / Server
Integrated Business
Solution
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD)
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5
Material Listing and Exclusion
Inclusions or exclusions (availability) of material
for a customer or a customer group
Material Listing products that can be sold
Material Exclusion products that cannot besold
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6
Product Substitution Material
Determination
Substitution of materials during sales order
processing
Automatic
Manual
Examples:
Substitute a standard product with an appropriate
replacement material
Substitute based on a customer preference
Substitute based on selection list (manual)
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Customer Material Info Record
Data on a material defined for one specific
customer is stored in the customer material
information records
Customer-specific material number Customer-specific material description
Customer-specific data on deliveries and delivery
tolerances
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8
Unit 19 Exercises
154. Create Customer Material Info Record
155. Create Sales Order Using Customer InfoRecord
156. Create Delivery Note for Sales Order
157. Pick Materials on Delivery Note
158. Post Goods Issue159. Bill Customer
160. Post Receipt of Customer Payment
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Unit 20
Sales and Distribution
(SD)
- Transactions -
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10
Business Process Integration
SD
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11
Transaction Data
Includes internal and external exchanges that
describe business activities
Unlike master data, aggregate transactional data
is dynamic each transaction is unique
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R/3
FIFinancial
Accounting
COControlling
PSProject
SystemWFWorkflow
ISIndustry
Solutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProduction
Planning
QMQuality
Mgmt.PMPlant Maintenance
SMServiceMgmt.
Client / Server
Integrated Business
Solution
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD)
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13
Scheduling Agreements
Defines specific product quantities and delivery
dates for a customer
Schedule lines and processed through standard
delivery processing Availability check is performed during creation
and quantities are passed to MRP
System automatically updates deliveredquantities
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14
Scheduling Agreements
(continued)
Delivery
02/10 150
Delivery05/10 150
Delivery
08/10 150
Delivery
11/10 300
Scheduling
Agreement
Date Qty
02/15 15005/15 150
08/15 150
11/15 300
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Unit 20 Exercises
161. Create Scheduling Agreement
162. Process Deliveries for a Scheduling
Agreement
163. Display Scheduling Agreement
164. Check Stock Status165. Bill Customer
166. Run Customer Credit Check
167. Post Receipt of Customer Payment
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Unit 21
Sales and Distribution
(SD)
- Transactions -
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17
Business Process Integration
SDFI MM
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18
Transaction Data
Includes internal and external exchanges that
describe business activities
Unlike master data, aggregate transactional data
is dynamic each transaction is unique
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19
R/3
FIFinancial
Accounting
COControlling
PSProject
SystemWFWorkflow
ISIndustry
Solutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProduction
Planning
QMQuality
Mgmt.PMPlant Maintenance
SMServiceMgmt.
Client / Server
Integrated Business
Solution
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD)
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20
Item Proposal
Frequently occurring combinations of material
and quantities used by a customer
System can suggest the item proposal during
order entry Transferred into a sales order document
Selected from a selection list
Can be assigned to more than one customer
master records
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21
Unit 21 Exercises
168. Create Item Proposal
169. Assign Item Proposal to Customer
170. Create Sales Order Using Item Proposal
171. Create Sales Order Value Discount
172. Run Material Requirements Planning
173. Create Purchasing Information Record for PPEN
174. Assign Source of Supply
175. Create Purchase Order via Requisition
Assignment List
176. Create Goods Receipt
177. Create Invoice Receipt from Vendor
178. Post Payment to Vendor
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Unit 22
Sales and Distribution
(SD)
- Transactions -
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Business Process Integration
SDFI MM
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Transaction Data
Includes internal and external exchanges that
describe business activities
Unlike master data, aggregate transactional data
is dynamic each transaction is unique
S l d Di t ib ti (SD)
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R/3
FIFinancial
Accounting
COControlling
PSProject
SystemWFWorkflow
ISIndustry
Solutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProduction
Planning
QMQuality
Mgmt.PMPlant Maintenance
SMService
Mgmt.Client / ServerIntegrated Business
Solution
ECEnterpriseControlling
AMFixed Assets
Mgmt.
Sales and Distribution (SD)
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Shipping Overview
Comprehensive functionality to support picking,
packing and loading functions
Work list and deadline monitoring
Functions with backorder processing
Tightly coupled to the MM and FI modules
Facility for transportation management
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Shipping Overview (continued)
Order
Combination
Order 1
Order 2
Order 3
Delivery 812
Partial
Delivery
Order 4
Delivery 813
Delivery 814
Delivery 815
Complete
Delivery
Order 5
Delivery 816
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Shipping Overview (continued)
Delivery creation activities
checks order and materials to determine if a delivery
is possible
delivery block, incompleteness confirms availability
confirms export/foreign trade requirements
determines total weight & volume
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Shipping Overview (continued)
Delivery creation activities
generates packing proposal
considers partial deliveries
updates route assignment assigns picking location
determines lot batches
updates sales order: status, delivery qty
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Delivery Notes
Initiates the delivery process
Control mechanism for the process
Changes to delivery are allowable - products,
quantities
Picking
Packing
Loading
Post Goods Issue
Delivery
Note
Each step in
the delivery
process
updates the
delivery note
status
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Delivery Due List
Produces a work-list of deliveries
Encompasses deliveries and transfers
Can be scheduled to run in batch
Automatically combines deliveries
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Picking
Quantities based on delivery
Assigned date when picking should begin
Automated storage location assignment
Supports serial number tracking and batch
management
Integrated with Warehouse Management (WM)
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Packing
Identifies which packaging is to be used for
specified products
Identifies and updates accounts associated with
returnable packaging Tracks the packed product by container
Insures weight/volume restrictions are enforced
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Goods Issue
Event that indicates the change in ownership of
the products
Reduces inventory
Automatically updates the G/L accounts
Ends the shipping process and prevents
changes to the shipping documents
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General Ledger
Goods Issue (continued)
Cost of Goods Sold
1000
Debit Credit
Inventory
1000
Debit Credit
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Unit 22, Group 1 Exercises
179. Run Delivery Due List
180. Pick Materials on Delivery Note
181. Post Goods Issue
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Billing Overview
Automated invoicing based on sales orders
and/or deliveries
Functionality for processing credit/debit memos
and rebates Integration with Financial Accounting (FI) and
Controlling (CO)
Updates customers credit data
Can create pro forma invoices
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Billing Overview (continued)
Sales Invoice
Sold To:
Rushmore Group
Sales Org: S001
Dist Channel: RE
Division: 01
Conditions/Price:
$500
General Ledger Account Assignment
Debit CreditCustomer A/R Recon
500
RevenueDebit CreditDebit Credit
500 500
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Billing Methods
Collective
Invoicing
Delivery based
Invoicing
Delivery 834
Delivery 833
Order 14
Order 9
Delivery 856
Invoice 968
Order 6Delivery 820
Delivery 821
Invoice 945
Invoice 946
Split
InvoicingOrder 32 Delivery 886
Invoice 992
Invoice 991
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Billing Plans
Periodic total amount for a planned billing
period
Milestone distributing the total amount over
multiple billing dates - typically used with theproject system (PS)
Installment evenly proportioned amounts and
defined payment dates
Resource related consumed resources such
as service or consulting
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Billing Documents
Explicitly specify documents
Billing due list builds a work list of invoices
that should be generated
Automatic posting to Financial Accounting (FI)
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Unit 23
Sales and Distribution
(SD)
- Transactions -
B i P I i
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Business Process Integration
SDFI MM
T ti D t
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Transaction Data
Includes internal and external exchanges that
describe business activities
Unlike master data, aggregate transactional data
is dynamic each transaction is unique
Sales and Distribution (SD)
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46
R/3
FIFinancial
Accounting
COControlling
PSProject
SystemWFWorkflow
ISIndustry
Solutions
MMMaterials
Mgmt.
HRHuman
Resources
SDSales and
Distribution
PPProduction
Planning
QMQuality
Mgmt.PMPlant Maintenance
SMServiceMgmt.
Client / ServerIntegrated Business
Solution
ECEnterprise
Controlling
AMFixed Assets
Mgmt.
C t R t
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Customer Return
Customer Return
Order received
GoodsReceipt
Create
Credit Memo
Quality
Inspection
Payment
to Customer
DeliveryNote
C t R t ( ti d)
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Customer Return (continued)
1
2
3
Order 14 Delivery 856
Return Order Return Delivery
Invoice 968
PaymentCredit Memo
Quality
InspectionReturn to Inventory
C t R t ( ti d)
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Customer Return (continued)
Returns document
Billing block can be proposed
Use the Order reason field to identify the reason for
the return Full access to pricing and ability to re-price
Return delivery
Issues a goods receipt to place material into
inventory
C t R t ( ti d)
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Customer Return (continued)
Credit memo
Billing block must be cleared from Return
Posts to Financial Accounting (FI)
Can be processed in batch (background) Can be processed collectively (grouped)
U it 23 G 1 E i
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Unit 23, Group 1 Exercises
184. Create Goods Return Order
185. Create Delivery Note for Return Order
186. Receive Materials from Goods Return Order
187. Check Document Flow
188. Review Stock Overview
U it 23 G 2 E i
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Unit 23, Group 2 Exercises
189. Transfer Returned Stock to Unrestricted Use
190. Post Customer Credit
191. Create Billing Document
192. Release Billing Document to Accounting
193. Check Document Flow194. Post Payment of Customer Refund
195. Check Document Flow
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The End!