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The Sales Order Process in ERP.integrating people and technology

Author: Tom Matys


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Why Marketing & Sales (M/S)?

Companies must stay competitive! Theycan never claim that theyve reached

their destination

.

Were Here!


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Overall Business Functions

Marketing & Sales (M/S): Takes Orders

Supply Chain Management (SCM): Assembles

(Production/Inventory/Warehouse)

Account & Finance (A/F): Invoices


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But, Its All About the Integration, Right?

Human ERP Integration: M/S employees are

responsible for triggering the electronic/technicalprocess in an ERP system. Also, for communicating

with SCM and FI Departments when needed.

Technical ERP Integration: SD is the SAP module(logic) that executes in the background and

streamlines information with SCM (Supply ChainManagement) and FI (Finance) modules.


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SD Integrates with FI (Finance)

Invoices, Customer Returns, Accountspayable, Account Receivable

.but the process is started in M/S using SD


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SD Integrates with MM(Materials Management)

Inventory Sourcing, Availability, Additions,and Reductions

.but the process is started in M/S using SD


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Sales Orders are Created By Organizations

Sales OrganizationThe sales organizationrepresents the selling unit in the legal sense. It isresponsible for example for product liability and other rights of recourse;

customer deliveries; business partner contacts; and direct mailing campaigns.

It also helps you to offset business operations internally.

The highest hierarchy

in the organizationalstructure


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Distribution Channel

Definition: The distribution channel is the channel throughWhich products reach the customer.

Use: Each distribution channel is assigned to a sales org.

Is second in the hierarchy ofthe organizational

Structure, beneath the sales

org.


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Sales Division

Definition: You can use divisions to organize materials orservices, for example to form product groups or lines.

Is third in the hierarchy of theorganizational Structure,

beneath the sales org. and

Distribution Channel.


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Other Sales Order Input

Sold To Party:A business partner to whom you sella product. To access the business partner master, on

the SAP Easy Access screen, chooseMaster DataBusiness Partners Display Business Partners.

Purchase Order Number: A purchase orderis an official and binding document issued to a

vendor authorizing the expenditure of funds

for goods and services. Transaction ME23N.

Required Delivery Date: The date that the

customer expects the product.


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Master Data in SDMaster datais information that is key to the

operation of a business. It is the primary focus ofthe IT discipline of Master Data

Management(MDM). This key business information

may include data about customers, products,

employees, materials, suppliers, and the like.

Using transaction SE16 you can view the following

Master Data Tables in SAP ERP:

Vendor Master Data: LFA1

Customer Master Data: KNA1Material Master Data: MARA


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Customer Order Process

DeliverySales

Order

3

5Pick

MaterialsManagement

Goods Issue

Delivery

4

Delivery


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Customer Order Process

Invoice

6 7

Sales andDistribution

AccountsReceivable

Delivery

Receivable

Post

Receivable


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Debugging Tools

Document Flow

Gives Order Process Status

List of Sales Orders (VA05)

Tool to Find Order


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Steps in Sales Process

1

2

3

4

5

6

7


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List of Sales Orders (VA05)

Specify Organizational Data


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Search by Organizational Data

Enter studentsSales Organization (##FS)


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Execute List Report

Click enter togenerate list


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Display Orders

Identify order(s) created by

student

Select students order

Select Document flow


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Determine Status

1

2

3

4

5

6

7


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Process Example

Trigger: Create Sales Inquiry (Quote)

Create Sales Order

Create DeliveryPick the quantity needed for the delivery

Create Goods Issue for Shipment

Create Customer InvoiceCustomer Payment Receipt


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Sales & Distribution (SD) Module

M/S Stop Here


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Remember.

Wherever you see XX or 00 (Your USER ID)

A deduction of 10% of the lab grade points

will be deducted from the lab if your userID is rejected due to too many log on

attempts If you log on once and it does not work, then findyour password that was written down to confirm

it, and look at all of the input fields to makesure that they are correctly entered.before you

try a second attempt. If your second attempt

fails, call the instructor before trying a third

time.


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