© SAP AG

Phase III: Fulfillment

SAP University Alliances

Version 2.2

Authors Simha R. MagalStefan WeidnerTom Wilder

ProductSAP ERP 6.0 EhP4Global Bike Inc.

LevelBeginner

FocusConfiguration: The Fulfillment Process

Configuration

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Agenda

Enterprise structure

Business rules and parameters

Master data

Process execution (testing)

Exercises

Configuration

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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

Configuration

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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

Configuration

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Sales Organization

Configuration

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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

Configuration

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Distribution Channel

Configuration

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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

Configuration

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Enterprise structure: Division

Configuration

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Sales Area

Made up of three other organizational elements- Sales organization- Distribution channel- Division

Configuration

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Sales Area

Configuration

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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

Configuration

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Shipping Point

Configuration

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Agenda

Enterprise structure

Business rules and parameters

Master data

Process execution (testing)

Exercises

Configuration

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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

Configuration

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Agenda

Enterprise structure

Business rules and parameters

Master data

Process execution (testing)

Exercises

Configuration

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Master Data

Material master

Customer master

Pricing Conditions

Customer-material info record

Output Conditions

Configuration

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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

Configuration

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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

Configuration

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Multiple Definitions of a Customer

Configuration

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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)

Configuration

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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

Configuration

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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

Configuration

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Agenda

Enterprise structure

Business rules and parameters

Master data

Process execution (testing)

Exercises

Configuration

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Process execution

Configuration

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Agenda

Enterprise structure

Business rules and parameters

Master data

Process execution (testing)

Exercises

Configuration

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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!!!!

Configuration

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Agenda

Enterprise structure

Business rules and parameters

Master data

Process execution (testing)

Exercises