SAP SD Training Material

7/29/2019 SAP SD Training Material

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TABLE OF CONTENTS

CREATING SALES RELEVANT ORGN UNITS

STEP 1: Creating Sales Organization

STEP 2 : Creating Distribution Channel

STEP 3: Creating Division

STEP 4: Creating Sales Offices

STEP 5: Creating Sales Group

ASSIGNING ORGN UNITS

STEP 6: Assigning Sales Organization with Company code

STEP 7: Assigning Distribution Channel to Sales Orgn

STEP 8: Assigning Division to Sales Orgn

STEP 9: Creating a Sales Area

STEP 10: Assigning Sales Office and Sales GroupCREATING MASTER DATA

Introduction to Master data

STEP 10: Preparing the system for Master Data Creation

- Creating Common Distribution Channel- Creating Common Division

Customer Master Data - Introduction

STEP 11: Creating Customer Master

Material Master Data - Introduction

STEP 12: Creating Material Master

STEP 13: Posting Stocks for Material

STEP 14: Stock Overview

Condition Master Data - Introduction

STEP 15: Creating Condition Master

SALES ORDER CREATION

Definition and Prerequisites

STEP 16: Preparing the system Combining Organization Units

STEP 17: Assigning Sales Document to Sales AreaSTEP 18: Sales Order Creation

UNDERSTANDING THE SALES ORDER

STEP 19: Viewing Header Details

STEP 20: Viewing Item Details

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STEP 21: Viewing Schedule Lines


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ORGANISATION SETUP

SALES ORGANIZATION

Sales Organization the Sales Organization is central organizational element that controls the

terms of sale to the customer.Defining the Sales Organisation is the foremost step incustomizing SD module in SAP.

STEP 1: CREATING SALES ORGANIZATION

Best advised business practice is to copy an existing sales orgn and create own sales orgn

Menu Path:SAP IMG Enterprise Structure Definition Sales and Distribution Define,Copy

Delete, Check Sales Organisation

On Choose Activity screen, select Copy, Delete, Check Sales Organisation Double Click on

it.

Click on the Copy Icon

On the following screen please provide the From(Source) and To(Target) company code.

{ In practice please select sales orgn 3000 as source and give a target sales orgn as your own}

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Press enter or icon till the Sales organization gets created. Upon creating system issues a

confirmation.

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Source Sales Orgn

Target Sales Orgn(self

defined)


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STEP 2: CREATING DISTRIBUTION CHANNEL

Menu path:SAP IMG Enterprise Structure Definition Sales and Distribution Define,CopyDelete, Check Distribution Channel

Click on Define Distribution Channel New Entries

Create your own Distribution channel and save it by Enter or & Save

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STEP 3 : CREATING DIVISION

Menu Path :SAP IMG Enterprise Structure Definition Logistics - General Define, Copy Delete,

Check Division Double Click

Create own Division by providing Division and name.

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Save the inputs.


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STEP 4: CREATING SALES OFFICE

Sales office: Geographical aspects of the organizational structures in businessdevelopment and sales are defined using sales offices. A sales office can be viewed as

an actual office or perhaps a territory or region. Sales offices are assigned to sales

areas. If you enter a sales order for a sales office within a particular sales area, thesale s office must be permitted for that sales area. A sales office can be assigned tomore than one sales area.

Menu path:

SAP IMG Enterprise Structure Definition Sales and DistributionMaintain Sales

Office

Save your entries. When you enter a new window for Address entry will pop up pls provide

address info and then save the entries.

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STEP 5: CREATING SALES GROUP:

Sales group:

Employees of a sales office can be assigned to sales groups defined for each divisionor distribution channel. Sales groups are assigned to sales offices.

Menu path:SAP IMG Enterprise Structure Definition Sales and DistributionMaintain SalesGroup

Save entries.

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ASSIGNMENT OF ORGANISATION UNITS

STEP 6: ASSIGNING SALES ORGANISATION TO COMPANY CODE

A sales organization is assigned to exactly one company code.

Menu path: IMG Enterprise Structure Assignment Sales and Distribution AssignSales Organization to Company code

Assign the created Sales Organization to the Company Code.

STEP 7: ASSIGNING DISTRIBUTION CHANNEL TO SALES ORGN

Menu path: IMG Enterprise Structure Assignment Sales and Distribution AssignDistribution Channel to Sales Organization New entries

Creates assignment between your Distribution Chennel & Sales Organisation and save.

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STEP 8: ASSIGNING DIVISION TO SALES ORGANISATION

Menu path: IMG Enterprise Structure Assignment Sales and Distribution Assign =Division to Sales Organization New Entries

STEP 9: CREATING SALES AREA:

A sales area is a combination of sales organization, distribution channel and division. Sales

documents, delivery documents, and billing documents are always assigned to a sales area.Every sales process always takes in a specific sales area.

Creating Sales Area:

Menu Path: IMG Enterprise Structure Assignment Sales and Distribution SetupSales area

Click on .

Create assignment between your Sales organization, Distribution Channel & Division

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By selecting new entries.


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If the entry already exists the system will throw a message. If not, please save your

assignment.

STEP 10: ASSIGNING SALES OFFICE AND SALES GROUP:

Sales Offices are assigned to Sales Area

Menu Path: IMG Enterprise Structure Assignment Sales and Distribution Assignsales office to sales area New Entries

Enter Sales Area {Sales Organization, distribution Channel & Division} & your Sales Office info

and save entries.

Sales Groups are assigned to Sales Offices:

Menu Path: IMG Enterprise Structure Assignment Sales and Distribution Assignsales group to sales office New Entries

Enter created Sales office and sales group info and assign it by saving your entries.

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CREATING MASTER DATA

STEP 10: PREPARING THE SYSTEM

It is essential to define common distribution channel and common division this step is done to

avoid redundancy of master data creation. By this definition the master data shared by several

distribution channels applies to conditions and customer and material master data.

Menu path:

IMG Sales and DistributionMaster Data Define Common Distribution Channel

Ensure to provide the Common Distribution channel. For eg. Provide your own distribution

channel in both places.

Similarly Define Common Divisions:

Menu path:

IMG Sales and DistributionMaster Data Define Common Division

Create common Divisions assignment and save entries.

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INTRODUCTION TO CUSTOMER MASTER

The customer master groups data into 3 different categories: General data, Sales area data,

and Company code data.

The general data is relevant for sales and distribution and for accounting. It is storedcentrally (client specific), in order to avoid data redundancy. It is valid for all organizational

units within a client.

The sales area data is relevant for sales and distribution. It is valid for the respective salesarea (sales organization, distribution channel, division).

The company code data is relevant for accounting. It is valid for the respective companycode.

Creating Customer master:

Menu Path: SAP Easy Access SAP Menu Logistics Sales and Distribution Business

partner Customer Create Complete

T Code XD01

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Account Group:

An Account group controls the data that needs to be entered at the time of creation of a

master record. Account groups exist for the definition of a GL account, Vendor and Customer

master. It controls Number ranges and Fields that appears while creation of customer.

(Creation Account group will be discussed in detail later)

Select standard account group Sold-to party R/3 CRM Enter your company code for eg ZZ01

Enter the defined Sales area Eg Sales Orgn ZZ01 Distributin Channel Z6 & Divinsin Z7

Click

Enter the general data specific to your customer. This data will be created at Client level. Data

will be shared by all company code under that client. Click enter or .

Then click on . The data stored will be specific to a Company Code.

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Enter Reconciliation account (Standard 142000). Also Click on tab Payment Transactions and

enter relevant details. After entering relevant details in every tab click .

Click .Sales area data is specific for a sales area created under the company

code.

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SALES AREA DATA

Sales Tab: Enter your Sales Office. Save your entries.

Click on tab Shipping

Enter data relevant for shipping. Delivery Priority, Shipping Conditions & Delivering plant are

the fields which will be referenced at various levels of sales order processing. Please ensure input

for these fields.

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Customer Pricing Procedure

(CuPP): This is a key element

for Pricing. Please enter a input

in this field.


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Click tab Billing Documents

Enter billing relevant details for the customer. Incoterms, Terms of payment and Tax condition

are the necessary data. Enter Tax condition as 0.

Partner functions Tab : Creates all necessary partners associated with this customer.

Enter and save the customer .

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The created customer no will be displayed at the bottom of the screen


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MATERIAL MASTER

INTRODUCTION TO MATERIAL MASTER

All the information to manage a material is stored in a data record in the materialmaster, sorted by various different criteria.

Different departments in a company, work with the same material, but usesdifferent information on the material.

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STEP 12: CREATING MATERIAL MASTER

Menu Path: SAP Easy Access SAP Menu Logistics Sales and DistributionMaster

DataMaterial Other material Create

TCode: MM01

Click enter or press

A view screen will pop up on this screen we need to select the tabs that are necessary for creation

of a material. Select the views by clicking on it and after selection Click enter.

Please Note to create a standard material the following tabs are to be selected,

Basic Data 1 , Basic Data 2, Classification, Sales: Sales Org. Data 1, Sales Sales Org. Data 2,Sales General/Plant Data, MRP 1, General Plant Data / Storage 1, General Plant Data / Storage 2,

Accounting 1 & Accounting 2.

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Click enter or press

A Material is created under Organisation levels Plant, Storage location, Sales Organisation &

Distribution Channel.

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Provide input for Plant, Storage Location, Sales Organization & Distribution Channel and enter.


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Understanding material creation screen:

Entering basic data for Material creation:

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Different TAB pages

of Material mastercreation can be seen

by clicking onto this

next tab icon.

A list of tab pages can

be looked upon by

clicking this icon


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Basic Data1: Enter Material Description, Base Unit of Measure, Gross weight and Net weight of

the material..

Goto Tab Sales : Sales Org1

This tab ensures that all sales relevant informations for a material are stored.It is important to

enter if the material is taxable.

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Tax classification of material defines

if the material is Taxable or not.

Please use 0 No tax for standard

creation of material.


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Click on Sales Org 2 Tab:Ensure that the entries for Item category gropu exists at this page. Item

category group is an important field to determine respective Item category for a sales order.

Goto Sales: General/Plant

Important fields are: Availability check, Transporation group & Loading Group. Transportation

group is a key element in determining the Route & Loading Groups for determination of Shippingpoint at Sales order processing stage.(This will be discussed in detail at later stages)

On the MRP1 tab:

MRP tab entries will be used to determine the method system uses to work on materials

requirement planning

Enter value ND No planning in MRP Type field.

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Click on Tab Plant data / stor.1

Inorder to create standard material no entry is necessary at this tab.Base Unit of Measure field

will get automatically filled up as we already have provided the input.

Click on Tab Plant data/stor2:

No data is necessary to be entered at this tab.

The Warehouse management and Quality management tabs stores data that are needs for these

departments of a business. A standard material can be created without entering this information.

Click tab Accounting 1:

Provide inputs for fields Valuation class(standard entry is 7920) & Standard price(any price).

Valuation class is an entry with which the inventory posting for a material at stock level are

controlled. Standard price defined under a material helps for valuation of stocks.

After entering all necessary information click and save . A confirmation message will

appear on the bottom.

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Shelf life data under this

tab helps to work to

manage perishable

products and exclusivesettings can be made for

materials.


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STEP 13: POSTING STOCKS FOR CREATED MATERIAL

It is important to have stocks for the created material in order to proceed with Sales order

processing. Without having stocks a sales order cannot be processed. This step explains the

posting of stock without purchase order.

Remember: Posting of stocks is an exercise made by MM consultants.

Step1 : T Code: MB1C

Enter

Provide Material No and desired quantity on the respective fields. Enter and Save .

Confirmation of posting will appear on the bottom of the screen.

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Required Data input forposting of stocks are

Movement type (Standard

501); Plant & Storage

location


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STEP 14: STOCK OVERVIEW

One can view the total stock of a particular material by viewing the Stock Overview Screen

T Code: MMBE

Enter the Material No, Plant and Storage Location data & Execute .

Look into the values under Column Unrestricted Use. This confirms that the stocks are posted

and are available for further processing.

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CONDITION MASTER

Another important Master data for Sales order processing is the Condition Master. Condition

Master has data related to a condition for a specific customer or a Material. For eg, Pricing,

Surcharge, Freight & Taxes are examples of a Condition master.

We can define condition master data (condition records) to be dependent on various

data. For example, maintain a material price customer-specifically or define a discount to bedependent on the customer and the material pricing group.

PRICING FOR MATERIAL:

Pricing involves condition technique. (This will be explained in detail in later chapter). Thispart of the course explains the basic steps involved to create a condition record (Condition

master) so to proceed with creation of sales order. Condition records are stored against aspecific condition type.

STEP 15: CREATING CONDITION MASTER

Menu Path:

Logistics Sales and DistributionMaster Data Conditions Select using condition type

Create

T Code VK11

Condition Type against which a

record created has to be entered in this

field. Eg; PR00 Price

Enter on the Key combination screen pop up please select Material as we are creating a

record against a material.

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Enter and save.

SALES ORDER CREATION

Definition:A Sales order is an agreement between company and customer for delivery of goods or services at certain

time and on agreed terms.

Eg: Standard sales order OR

The Sales area is responsible for execution of sales order on the terms agreed. All Sales documents are

created under a sales area.

Prerequisite:

Following master data are required

1. Customer master data.2. Material master data.

3. Pricing condition records.

STEP 16: PREPARATION OF SYSTEM

Preparation settings for Sales order:- To create a sales order in a specific sales area, it is important that the sales order document type (eg;OR)

is assigned with the sales area.

- Combining Sales Orgn / Distribution Channel & Division : If all sales document types are allowed for all

sales organizations,Dist.Channel & Division leave the field blank. Otherwise, enter the Organisation unit

which will be used as reference

Menu Path:

IMG Sales and DistributionSales Sales Documents Sales Document Header Assign Sales

Area to Sales Document Types

(on the new pop up menu) Combine Sales Organizations

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Enter Sales Orgn, Distribution Channel,

Material No and desired Price. All other

fields will get automatically assigned.


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Combine Sales Organisations:

Assign a ref sales organization against your sales organization. Standard practice is to assign your own

Sales orgn as ref.sales org.

Combine Distribution Channel:

Similar to assignment of sales organization assign Distribution channel and Division as references.

Combine Division:

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STEP 17: ASSIGN SALES ORDER TYPE TO SALES AREA

Menu: IMG Sales and DistributionSales Sales Documents Sales Document Header AssignSales Area to Sales Document Types (on the new pop up menu) Assign Sales Order Types permitted for

Sales orgn.

On this page please select and assign your Sales Area to the Sales Document Type. Eg

Sales area (ZZ01/Z6/Z7) is assigned with OR- standard Sales Document Type.

Enter and Save your entries.

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STEP 18: SALES ORDER CREATION

Menu Path:

Logistics Sales and Distribution Sales Order Create

Transaction Code: VA01

click on Create

Here enter the Order Type, Your Sales Organization, Distribution Channel & Division.

Click Enter (or)

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Sales Area data is

mandatory for creating a

Sales order.


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Enter Sold-to party and PO number as customer reference and Press enter or click System determines

Ship to party automatically.

Enter Material no and Order quantity and press enter or click

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The Plant and Pricing is determined automatically as seen above.

Delivering plant is proposed in order if it is maintained in master data and the preference is as follows:

1. From Customer-Material info record if maintained there

2. From Customer master record of Ship-to party if maintained there.3. From Sales view of Material master if maintained there.

** If records are not maintained Delivering plant can be entered manually.

Sold to party, Material & Quantity are the inputs that need to be provided for a sales order. Any other

details can be derived from the data already stored in various master data.

Now, Click to save the sales order.

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System automatically determines Plantand pricing from the system settings and

condition master.Item category also gets

determined.


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UNDERSTANDING THE SALES DOCUMENT:

Sales Document consist Header level data, Item level data & Schedule lines.

HEADER LEVEL: The data in the document header is valid for the entire document. e.g. Sold to party; PO

Number; Order date

ITEM LEVEL : Each item in the sales document contains its own data. e.g. Material, Quantity.

- Each sales document can have several items.

- Individual items can be controlled differently.e.g. Free of charge Items; Delivery Items

SCHEDULE LINE: Schedule lines contain delivery quantities and delivery dates.

- Specific to an Item in the order.

- Delivery item must have schedule line

- One item can have multiple schedule lines.

STEP 19: VIEWING HEADER DATA

In main menu follow Menu path: Goto Header Sales or click on iconCheck Header data on all the tabs.

Check Sales area data, Document currency and Pricing date

Next click on tab Shipping

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Check Shipping Condition and total Weight/Volume

Click on tab Billing Document

Check Incoterms, Terms of Payment terms These data are copied from Customer master. Billing Block if

active will be visible over here.

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Click on tab Conditions

The header level conditions will be displayed on this tab.The Net price of the document will be displayed

against the Net field.

Click on tab Partners

Check the Partners and details are correct.

Similarly other relevant tabs of Header data to be checked and changed if required.

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STEP 20: VIEWING ITEM DATA

In main menu follow Menu path: Goto Overview Next to check on Item data select item and follow

Menu path:

Goto Item Sales A or click on icon

Item data screen will be displayed as under:

Order quantity entered in overview screen is displayed here.

Click on Sales B tab

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Product Hierarchy and sales relevant material data is copied from material master by system.


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Click on tab Shipping

Check Plant, Shipping point and Weight/Vol of item.

Click on tab Billing Document

Here Header data is copied on to items.

Click on tab ConditionsThe Pricing data maintained as Condition records for the specific product will be displayed on this tab. ThePricing procedure controls the way the prices are calculated.

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Pricing conditions are determined here and some records can be entered manually if required. Check if

pricing amount is correct.


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Understanding Schedule Lines:

Click on tab Schedule Lines

Check if schedule lines have been created and quantity confirmed on dates required. To open schedule linedetail for a particular item Select the entire line item and double click it (or) click on Schedule line.

Every delivery required by the customer form as a single schedule line in sales order.

Detailed view of a schedule line can be seen by Double clicking on the item row or by clicking on

icon on the bottom of the page.

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Once the Schedule line details are open please verify the sales, shipping and Procurement details for the

specific Item.

Similarly data can be checked and maintained on other tabs like Text and Partners as required.

Next In main menu follow Menu path: Goto Overview or icon This will bring up the overview of the

sales order.

Next follow Menu path: Edit Incompletion Log to check completeness of documentComplete the incomplete data if any.

Then pressFollowing message is displayed at bottom left corner of screen

Click to save.

Sales order creation is complete. The Sales order no will be displayed at the bottom of the screen.