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User Manual

Sales & DistributionmySAP ECC 6.0

Organizational Unit :XXXX



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User Manual forUser Manual for PagePage 22 of of 9090

Sales & Distribution ModuleSales & Distribution Module -Confidential--Confidential-



Enter the above all details andEnter the above all details and clickclick The following screen will displayThe following screen will display









MASTER DATA :-

1 CUSTOMER MASTER

Customers are business partners whom the organization does sales related transactions. It

is the central unit in the overall order fulfillment cycle and can denote internal users,

external customers or direct end consumers. It is advisable to maintain data centrally inorder to avoid duplicates and exercise effective control over master records.

The various data elements for customer master records pertain to general information like

name, address, contact persons; accounting information pertaining payment terms,

shipping terms, G/L reconciliation account, customer classification towards tax

determination and relevant partner functions for the same.

Business related information on customer master is stored in the following structure as a

part of customer master and depicted below.

1.1 Creation of Customer Master.

SAP ECC menu Logistics → Sales and Distribution → Master Data →

Business Partner → Customer → Create →Complete

Transaction code XD01





1.1.1 CMR Initial screen

Enter the following values

Field name Description User action and values Comment

Account group The account group

is a classifying

feature within

customer master

records.

ULPG - Bill to party

ULPG - Competitor

ULPG - Exports

ULPG - Group Company

ULPG - Institutional

ULPG - One-time cust

ULPG - Payer

Select the

appropriate values .

Few account groups

have external

number rangeassignment.





ULPG - Retail Customers

ULPG - Ship to party

ULPG - Sold-to party

Customer A unique key used

to clearly identifythe customer

within the SAP

system

External number range assignments

are for the following account groups.

ZUGR MCML - Group Company

ZUON MCML - One-time cust

System internally

generates acustomer number

range . For few

customers

depending on

account groups

system asks external

number ranges.

Company

Code

To maintain

accounts related

data , company

code should be

entered

2000 – MCML If company code is

not maintained

financial data cannot

be entered. To

maintain accountsrelated data ,

company code

should be entered

Sales

Organization

Organizational unit

responsible for the

sale of certain

products or

services. The

responsibility of a

sales organization

may include legal

liability for products and

customer claims.

2000 – MCML To maintain sales

related information

sales

Organization

,Distribution channel

and division are to

be entered

Distribution

Channel

The way in which

products or

services reach the

customer.

10 Dealer / Distributor

20 Institutional

30 Group Company

40 Direct Sale

50 Stock Transfer

60 Exports

70 Retail

To maintain sales

related information

sales

Organization


and division are to

be entered

Division A way of grouping

materials,

products, or

services.

20 LPG

32 Cylinders

To maintain sales

related information

sales

Organization


and division are to





be entered

Enter the above values and press enter to go to next screen

1.1.2 CMR General Data

Defined at the client level and independent of any financial or sales functions It includes

company name, address, telephone number, region, etc.






Title Representation of

Company /

Individual

Company / Mr / Ms

Name Name of theCustomer . The

key which is

identified by our

company

Search Term Term by which

customer code can

be easily searched

Old Customer code

can be entered

Address Enter the address Street , Postal Code , Country , Region

Transportation

Zone

Shipment zone Select from the drop down list

Telephone /

Email Address

Enter the contact

details

If the same party is also vendor please go to next tab CONTROL DATA






Vendor Vendor number If the same customer is also a vendor

please enter details here.

1.1.2 CMR Company Code Data

Data relevant to one company code and includes account management data and insurance

data. The customer can also be extended to other company codes.

If only company code is entered in initial screen this tab opens.


Recon. in G/L accounting 106000 Advance from customers





Account it is the account

which is updated

parallel to the

subledger account

for normal

postings (for

example, invoiceor payment).

204000 Trade / Sundry Debtors

Go to Payment transaction tab


Terms of

Payment

Key for defining

payment terms

composed of cash

discount

percentages and

payment periods.

0001 Payable immediately Due net

0002 Within 14 days 2 % cash discount

Within 30 days Due net

0003 Within 14 days 3 % cash discount

Within 20 days 2 % cash discount

Within 30 days Due net






Baseline date on End of the month


Baseline date on 10 of next month

Payment

history Record

Indicator that the

payment history of

the customer is to

be recorded.

1.1.3 CMR Sales Area Data

This data is defined for a specific sales area, combination of sales organization, distribution

channel and division. It includes shipping terms, pricing data, shipping conditions, delivery

priority and partner functions relevant for shipping and billing.






Sales district Thana Possible values

exists for input help

Sales Office Sales Office

responsible for

sale of the product

2000 ULPG - Dhaka

2002 ULPG - Bogra

2003 ULPG - Meghana Ghat

2004 ULPG - Chitegong

2005 ULPG - Rajshai

2006 ULPG - Rongpur

2007 ULPG - Barisal





2008 ULPG - Syleht

2009 ULPG - Khulna

Sales Group Sales Territory Possible values


Customer Group

Classification of Customer

Possible valuesexists for input help

Customer

pricing

procedure

Indicator based on

which pricing is

determined

01 Domestic

02 Foreign

03 STO

04 Group Company

Telephone /

Email Address

Specifies a

statistics group for

this customer and

helps determine

which data the

system updates in

the information

system

+ Masked

1 'A' Material

2 Group 2

Go to Shipping tab and enter the following details


Delivering

plant

Enter the plant

from which

customer gets

goods

2010 – ULPG - Mongla





Go to billing tab






Inco terms Commonly-usedtrading terms thatcomply with thestandardsestablished by theInternationalChamber of Commerce (ICC).

Possible values


Terms of

Payment

Key for defining

payment terms

composed of cash

discount

percentages and

payment periods.

Possible values






Account

assignment

group

The system uses

the account

assignment group

as one of the

criteria during the

automatic

determination of revenue accounts.

01 Domestic Revenues

02 Foreign Revenues

03 Stock Transfer

04 Group Company

Possible values


Tax indicator Specifies the tax

liability of the

customer, based

on the tax

structure of the

customer's

country.

0 No Tax

1 Tariff

2 Non Tariff

Go to partner functions


Employee

responsible

Enter the sales

employeePossible values

exists for input





1.2 Change Customer Master data


Business Partner → Customer → Change →Complete

Transaction code XD02 / For Display – XD03

Enter the following details


Customer

Number

Number of the

customer which

has to be changed

Company

Code

Company code of

the customer

Sales Area Sales area data





To check the customer is extended to which sales areas then click on the box CUSTOMER SALES AREAS

Navigate through respective tabs and change data ref 1.1

1.3 Block Customer Master data


Business Partner → Customer → Block

Transaction code VD05






Customer

Number

Number of the

customer which

has to be changed

Mandatory feild






Field name Description User action and values Comme

nt

Order Block Enables block for

all sales orders

All sales areas – ( blocks for all sales areas )

Selected sales area – ( Only area displayed in

header )

Delivery Block Enables block for

all deliveries


Selected sales area – ( Only area displayed in

header )

Billing Block Enables block for

all Billing

documents


Selected sales area – ( Only area displayed inheader )





1.4 Delete Customer Master data


Business Partner → Customer → Flag for deletion

Transaction code VD06






Customer

Number

Number of the

customer which

has to be changed

Mandatory feild


Field name Description User action and values Comme

nt

All Areas Enables block for

all sales areas

Selected sales

area

Enables block

Only area

displayed in

header

General Data

This indicator specifies that thegeneral data in themaster recordmaynot be deleted.





1.4 Changes Customer Master data


Business Partner → Customer → Display Changes →

Complete

Transaction code XD04






Customer

Number

Number of the

customer which

has to be changed

Mandatory feild


Company Code

RelevantCompany code

Click on all changes to obtain detail changes old and new value wise.





Click on the magnifying glass button to obtain the details of changes user-id and time wise.





2 Output condition record.In business process to take a print of certain documents like Sales documents ,

Shipping and Billing documents. Maintaining outputs for master data will trigger

automatic option of printing the desired documents.

2.1 Creation of Output record.


Output → Sales Document → Create

Transaction code VV11






Output Type Select the output

type

ZBQT BLPG- Quotation

ZBSO BLPG - Sales order

Mandatory

field / Possible

Values available


Sales

document type

Select the sales

document type for

which Output

ZUCI BLPG - Cylinder Iss Mandatory

field / Possible





record has to be

maintained

ZUEX ULPG - Exports

ZUFC ULPG - Free of Charg

ZUIN ULPG - Inquiry

ZUON ULPG - One time Sale

ZUQT ULPG - Quotation

ZUSC ULPG - Scrap Sales

ZUSO ULPG - Standard Slae

Values available

Press on communication button


Output Device Maintain output

device

ZLOCL

Print

immediately

Check box to be ticked

Press Save to save the record.





2.2 Change Output record.


Output → Sales Document → Create

Transaction code VV12 / For Display VV13


Output Type Maintain output

Type

ZUSO ULPG - Sales order


Sales

Document

Type

Maintain Sales

Document type

ZUSO ULPG - Sales order

Press F8 or Execute button





Make the necessary changes and save the record.

3 Credit MaintenanceFor maintaining credit limits to customer .

3.1 Maintain Credit Data.

SAP ECC menu Accounting →Accounts Receivable →Credit Management

→ Master Data → Change

Transaction code FD32





Field

name

Description User action and

values

Comment

Customer Customer Number

Credit Control

Area

The credit control area is an

organizational entity which

grants and monitors a credit

limit for customers.

1000

Status Check Box Tick the check box






Credit Limit Enter the credit

limit which has to

be maintained for

customer

Risk Category Enter the Risk

Category

001

Save the document.

4 Pricing Records

4.1 Create Condition Record.

SAP ECC menu Logistics → Sales and Distribution → MasterData → Conditions → Select Using Condition Type →

Create

Transaction code VK11






Condition Type Maintain Condition

Type

ZUD1 ULPG - % Discount

ZUD2 ULPG - Qty Discount

ZUFC ULPG - Free of Charg

ZUFD ULPG - Frgt Discount

ZUFE ULPG - Freight

ZUGT ULPG - Govt Price

ZUP0 ULPG - Basic Price

ZVAT VAT on Sales

Condition types

differentiate

type of condition

Price ,

Discount , Tax.

Maintain the relevant condition type.





Select the appropriate access sequence.


Sales

Organization

Organizational unit

responsible for the

sale of certain

products or

services. The

responsibility of asales organization

may include legal

liability for

products and

customer claims.

1000 – MCML To maintain sales

related information

sales

Organization


are to be entered

Distribution

Channel

The way in which

products or

services reach the

customer.


20 Institutional

30 Group Company

40 Direct Sale

50 Stock Transfer

60 Exports

70 Retail

To maintain sales

related information

sales

Organization


are to be entered

Plant Location where

goods are

1010 – MCML – Mongla Old Customer code





manufactured /

Stored

1100 – MCML - Pagla can be entered

Shipping

Conditions

Type of

Transportation

1 - Hired Transport

2 – Company Transport

3 – Customer Transport

Sold to Party Customer Number

Material Production for

which rate has to

be maintained

Amount Rate

Valid From Starting date

Valid To End date

Save record.

4.2 Change Condition Record.

SAP ECC menu Logistics → Sales and Distribution → Master

Data → Conditions → Select Using Condition Type →

Change

Transaction code VK12 / For Display – VK13





Select the appropriate condition type

Enter the correct values for which condition record has to be displayed.

Condition record is opened in change mode for changes to be made. Once changes are done please save the

condition record.





SALES TRANSACTION 5 InquiryA customer’s request to a company that they provide a quotation or sales

information without obligation.An inquiry can relate to materials or services,

conditions and if necessary delivery dates.

The sales area that accepts the inquiry becomes responsible for further processing.

5.1 Creation of inquiry.

SAP ECC menu Logistics → Sales and Distribution → Sales →

Inquiry → Create

Transaction code VA11






Inquiry Type Type of sales

document which

classifies the

business process

to be performed

ZUIN – ULPG Inquiry

Sales

Organization

Organizational unit

responsible for the

sale of certain

products or

services. Theresponsibility of a

sales organization

may include legal

liability for

products and

customer claims.

2000 – ULPG

Distribution

Channel

The way in which

products or

services reach the

customer.


20 Institutional

30 Group Company

40 Direct Sale

50 Stock Transfer

60 Exports

70 Retail


materials,

20 LPG





products, or

services.

Press enter to go to next screen


Sold to Party Customer for

whom Inquiry is

being generated

Material Product number

Quantity Quantity relevant

Save the document.

6 Quotation





A quotation presents the customer with a legally binding offer for delivering a

product or providing a service within certain fixed conditions. This offer is legally

binding for the company within a specified time period.

A sales area can reply to a customer inquiry with a customer quotation or use it to

refer to a business partner contact.

6.1 Creation of Quotation.


Quotation → Create







Inquiry Type Type of sales

document which

classifies the

business process

to be performed

ZUQT– ULPG Quotation

Sales

Organization

Organizational unit

responsible for the

sale of certain

products or services. The

responsibility of a

sales organization

may include legal

liability for

products and

customer claims.

2000 – ULPG

Distribution

Channel

The way in which

products or

services reach the

customer.


20 Institutional

30 Group Company

40 Direct Sale

50 Stock Transfer

60 Exports

70 Retail






materials,

products, or

services.

20 LPG

Field name Description User action andvalues

Comment

Sold to Party Customer for whom Inquiry

is being generated



Valid To Date until the quotation is

valid to

Save the document.

7 Sales Order

Request from a customer to a company to deliver a defined quantity of products or

provide a service at a certain time.





The sales area that accepts the inquiry is responsible for completing the agreement

7.1 Creation of Sales Order.


Order → Create







Order Type Type of sales

document which

classifies the

business process

to be performed

ZURT ULPG - Returns

ZUSO ULPG - Standard Slae

Sales

Organization

Organizational unit

responsible for the

sale of certain

products or

services. The

responsibility of a

sales organization

may include legal

liability for

products and

customer claims.

2000 – ULPG

Distribution

Channel

The way in which

products or

services reach the

customer.


20 Institutional

30 Group Company

40 Direct Sale

50 Stock Transfer

60 Exports

70 Retail


materials,

products, or

services.

20 LPG

Press enter to go to next screen.





Field name Description User action and

values

Comment

Sold to Party Customer for whom Inquiry

is being generated

P O Number If any purchase order

number given by the

customer.

P O DateDate on which P O Was

given by customer



Press enter.





6.1.1 Change Ship to party.

To change the ship to party please proceed as follows.

Delete the system determined value and enter the new value, and press

enter.

6.1.2 Input shipping conditions

GOTO → Header → Shipping. Press enter.





Select the appropriate shipping conditions and press redetermine conditions.

6.1.3 Check pricing conditions

To check the relevant pricing conditions which are obtained follow the below access.

GOTO → Item → Conditions. Press enter.

The following screen appears.





To check the analysis of the pricing conditions press on analysis of the document.






System explains under which condition type under which access sequence system

has determined pricing.

6.1.4 Check incompletion of document.

GOTO → Item → Conditions. Press enter.

System will show if any incompletion messages.

6.1.4 Check Sales employee assigned.

GOTO → Header →Partner . Press enter.






Save the sales order and at the status menu note down the sales order number.





7.2 Creation of Sales Order W.ref .

On the sales order initial screen press Create with Reference icon. The following

screen appears.





Enter the appropriate quotation number and select copy icon. System

automatically copies all the data from reference document.

7.3 Delete Sales Document .


Order → Change






Enter sales document number and press enter.

Sales document -> Delete





System pops up a confirmation message whether to delete sales document or

not. Press Yes to delete.

A Confirmation message is displayed at status bar.

8 Delivery Document

A delivery document in SAP behaves similar to a Sales Document Type. It

determines how delivery will be carried out at the top level. One thing to

understand here is that every delivery type will have an item category assigned to

it. In SAP SD you can define various delivery document types.

8.1 Creation of Delivery document.

SAP ECC menu Logistics → Logistics Execution → Outbound process →Outbound Delivery → Create→ Single document →

With Reference to Sales Order

Transaction code VL01N



http://big4guy.com/index.php/2006/01/05/p279











Shipping Point The physical

location (for

example, awarehouse or

collection of

loading ramps)

from which you

ship the item.

1010 – MCML Mongla

1100 – MCML Pagla

Selection date Date on which

delivery has to be

performed

Order Sales order

number

From to item If item specificdelivery

Press enter to go to next screen

To enter the transporter details please follow GOTO -> Header -> Shipment






Mns Trans Ty Select the default

value

Z001

Trans ID Code Enter the vehicle

number

Go back to main screen and enter picking details.






Storage

location

Number of the

storage

location at

which the material

is stored. A plant may contain one

or more storage

locations.

1030 – Finished Stores

Picked Qty Quantity of picking

Save the delivery document or If the document is not relevant for shipping press Post

Goods issue Button.

System saves the document and displays the delivery document number.

8.2 Change Delivery document.

SAP ECC menu Logistics → Logistics Execution → Outbound process →

Outbound Delivery → Change → Single document


Enter the delivery document number and press enter.





Change the required fields and save the document.

8.3 Reverse Goods Issue.


Post Goods issue → Cancellation / Reversal

Transaction code VL09

Enter the delivery document number in Inbound / Outbound Delivery column and

press or F8





Select the delivery document number and press Reverse button.

Press ok to reverse the delivery document.

System displays a goods movement cancellation message.





9 Inovoice

Billing represents the final processing stage for a business transaction in Sales and Distribution.

Information on billing is available at every stage of order processing and delivery processing.

9.1 Creation of Billing document.

SAP ECC menu Logistics → Sales and Distribution → Billing →

Billing Document → Create

Transaction code VF01





Enter the billing document number and press enter.

Press save button to save the document.

9.2 Change Billing document.


Billing Document → Change






Enter the billing document and press enter make the necessary changes and save the

document.

9.3 Display Accounting document.


Billing Document → Display


Press accounting tab





Click on accounting document. The accounting document is displayed.

9.4 Cancel Billing document.


Billing Document → Cancel






10 Stock Transfer When goods are shipped from one plant to another plant in SAP it is processed by a Stock transfer

purchase document. A receiving plant raises a purchase order to intimate the supplying plant to supply

the required material to the receiving plant.

10.1 Creation of Stock transfer Purchase order.

SAP ECC menu Logistics → Material Managment → Purchasing →

Purchase Order → Create

Transaction code ME21N






Purchase

order type

Select the

purchase order

type

ZST1 – MCML – SD

Supplying

plant

Plant which has to

supply material

1010 – MCML – Mongla

1100 – MCML - Pagla

Purchase Org Organization

responsible for

Purchase

9100 - Local procurement

Purchase

Group

Group

Responsible for

purchase of STO

Stock Transfer – SD

Company

Code

1000 - MCML

Material Material to be

ordered

P O Quantity Quantity of Goods

required

Receiving

plant

Plant which is

responsible for

creating purchase

order.

Note down the purchase document number.

10.2 Delivery Creation w.ref to Stock transfer Purchase order.

SAP ECC menu Logistics → Logistics Execution → Outbound Process →

Good issue for Outbound Delivery → Outbound delivery

→ Create → Collective Processing of Documents

Due for Delivery → Purchase Orders

Transaction code VL10B





Field name Description User action and values Comm

ent

Shipping Point The physical

location from

which you ship the

item.

1010 – MCML – Mongla

1100 – MCML - Pagla





From To Date Dates of delivery

Rule for

determining

default value

for deliv.

creation date

Rule for

determining the

default value for

the selection

interval for the

delivery creation

date.

1. All documents due for delivery today

2. All documents due for delivery today and

tomorrow

3. All documents due for delivery up until the end

of next week (includingthose that were due

before today)

4. All documents due for delivery up until and

including tomorrow(including those that were due

before today)

13 Rebates

A rebate is a special discount which is paid retroactively to a customer. This discount is based on thecustomer's sales volume over a specified time period.

You define the details of the rebate in a rebate agreement. In the agreement you specify, for example

• who receives the rebate payment

• on what criteria the rebate is based (customer, customer and material, and so on).how long the

rebate agreement is valid

Within the rebate agreement you create separate condition records for each product the customer buys.These records specify the rebate amount or percentage for each product. You can also specify a pricingscale so that the customer can earn a better rebate by ordering more. Because rebates are always paid

retroactively, the system keeps track of all billing documents (invoices, credit and debit memos) that arerelevant for rebate processing. The system can, if you wish, automatically post accruals so that theaccumulated value of a rebate is recorded for accounting purposes.

A rebate agreement is finally settled when you issue a credit memo to the customer for the accumulatedrebate total.

13.1 Creation of Rebate Agreement.

SAP ECC menu Logistics → Sales and Distribution → MasterData → Agreements → Rebate Agreement →

Create

Transaction code VBO1






ent

Agreement Type

Identifies the typeof rebateagreement (for example, whether the rebate isbased on acustomer or on amaterial).

0003 Customer Rebate






ent

RebateRecipient

Enter theCustomer number for whom Rebateagreement has tobe created

Click on Conditions Button






Sales Area Enter the Sales Area

Customer Enter theCustomer Responsible for Rebate

Validity Period Enter the validitydates

Rebate Group Group for which

rebate has to bemaintained

10 – Cement

Press enter and click on Scales button






Scale Quantity Enter the salesvolume for therebate Period

Unit of

Measure

Enter the Uom EA

Amount Amount of discount to begiven

Accruals Accrual amount tobe given

When you try to save the document system asks for reference material to be

given .





Enter the material which will be later used as a ref material for giving credit

memo / Debit memo.

13.2 Check and Pay Rebate Agreement.

SAP ECC menu Logistics → Sales and Distribution → Master

Data → Agreements → Rebate Agreement →

Change

Transaction code VBO2

Enter the agreement number. The number can also be searched from F4

functionality. Press enter





13.2.1 Check document relevant for Rebates.

To Check the documents which are relevant for Rebates . Press the document icon.

Complete List of documents which were relevant for rebate processing are found.





13.2.2 Check / Change conditions maintained.

To check the conditions press on conditions tab. the following screen

appears.

Select the line and press enter . or double click on the line.

Condition records earlier maintained are displayed.

13.2.3 Process Payment of accruals

To make a payment for rebate conditions press on button. The following

screen is displayed.





Enter the amount to be paid and press Save button . A message box appears

automatically saying credit memo is processed with amount to be paid.

Note down the document number and further process the document through VA02

T.Code.

13.2.4 Check Credit Memo’s Generated.





Go To -> Rebate Payments -> Rebate Documents and press enter.

Select Partial settlement and press enter.

The credit memo generated by system is displayed in this screen. Click on the

document number

System takes you to display credit memo screen of sales order.

13.3 Execute Settelment.Execute Complete settlement of the Agreement.

From the intial screen set the status of the agreement as





Change status to B Agreement released for settlement. Now press the Execute

Settlement Icon





If there are no already settled documents system allows to process amount to be

paid to the customer.

Save the document system displays the message

Note the credit memo number.

13.4 Process Credit Memo.


Order → Change


Enter the credit Memo number and press enter.





The document is blocked for billing. Remove billing block .

T-Code :- V.23 Remove billing block.





Give the necessary inputs so that the appropriate documents can be selected and

press on button

Select the document and click on Delete Billing block.

Green colour indicated the document has been successfully released. Now the

document can be processed by accounts department for billing.





14 OutputsThe Output component offers output functions for sales, shipping, transportation, and billing to help you

manage sales transactions with your customers and within your company.

14.1 Printing Sales Order


Order → Change


Enter sales document number and go to sales document issue output.





Select the line item and to check the print preview press on icon. Printpreview appears.





To give print out click on print icon . System displays a message output was

issued successfully.

14.1.1 Checking User Log for Printing


Order → Change






Enter sales document number and go press enter. Go to Extras -> Output->

Header-> Edit

A log is displayed about the date and time of the prints taken.





14.2 Printing Delivery Challan


Outbound Delivery → Change → Single document


Enter the delivery document number and go to outbound delivery issue output to

.

Press enter.





Select the line item and to check the print preview press on icon. Print preview

appears .



14.3 Printing Billing document


Billing Document → Change






Enter the billing document and press Billing document –> Issue output to.

Select the line item and to check the print preview press on icon. Print preview

appears .





