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Special Functions in SD
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SAP SD Overview Training
Level 1
Nexus System Resources
Course Contents
Enterprise Structures in Sales and Distribution
Master Data in Sales and Distribution Overview of Sales Processes
Special Functions for Sales Processes
Complains Processes
Report and Sales Information System
Preface
Nexus System Resources
Special Functions
Nexus System Resources
Unit Objectives
• Understand and explain the special functions for
sales and distribution such as
Item Proposal
Material Determination
Material Listing / Exclusion
Others Document Processes
Nexus System Resources
Proposing Items Using Item Proposal
Item Proposal : 5000002 Validity period : 01/01-12/31 Search Term : SD Item proposal Item Material Qty 10 M01 40 20 M02 50 30 M03 20
Sold-to Party : ABC
Item Material Qty
10 M01 40
20 M02 50
30 M03 20
Sales Order Match Code
Material or
material + quantities
Nexus System Resources
Material Determination
Material
Item Material
10 M75
M01
Material
M01 M75
Sales Order Material Determination
Substitution With
Nexus System Resources
Material Listing
Sold-to party : S02
Payer : P01
Item Material
10 M4711
20 M4712
30 M4713
Payer P01
Sold-to party S01 Sold-to party S02
Sales order Customer Material
S01 M4711
S01 M4712
P01 M4711
P01 M4713
Sold-to party : S01
Payer : P01
Item Material
10 M4711
20 M4713
30 M4714
Sales order
Material Listing
Nexus System Resources
Material Listing
Sold-to party : S02
Payer : P01
Item Material
10 M4711
20 M4712
30 M4713
Payer P01
Sold-to party S01 Sold-to party S02
Sales order Customer Material
S01 M4711
S01 M4712
P01 M4711
P01 M4713
Sold-to party : S01
Payer : P01
Item Material
10 M4711
20 M4713
30 M4714
Sales order
Material Listing
Nexus System Resources
Material Exclusion
Sold-to party : S02
Payer : P01
Item Material
10 M4711
20 M4712
30 M4713
Payer P01
Sold-to party S01 Sold-to party S02
Sales order Customer Material
S01 M4711
S01 M4712
P01 M4711
P01 M4713
Sold-to party : S01
Payer : P01
Item Material
10 M4711
20 M4713
30 M4714
Sales order
Material Exclusion
Nexus System Resources
Material Exclusion
Sold-to party : S02
Payer : P01
Item Material
10 M4711
20 M4712
30 M4713
Payer P01
Sold-to party S01 Sold-to party S02
Sales order
Customer Material
S01 M4711
S01 M4712
P01 M4711
P01 M4713
Sold-to party : S01
Payer : P01
Item Material
10 M4711
20 M4713
30 M4714
Sales order
Material Exclusion
Nexus System Resources
Free Goods
Inclusive Exclusive
Sales Order
MAT A 10 EA
+
Sales Order
MAT A 10 EA
MAT B 2 EA
+
Nexus System Resources
Free Goods – Con’t
Sales Delivery Billing
Invoice
M01 10 EA 100 THB
M02 1 EA 0 THB
Total 100 THB VAT 7 THB
Account Determination
Post GI
Dr. COGS XXXX
Cr. FG – M01 XXXX
FG – M02 XXXX
Invoice
Dr. A/R XXXX
Sales Deduction XXXX
Cr. Sales Rev. XXXX
Sales Rev. XXXX Output Tax XXXX
Free Good with Discount 100 %
Nexus System Resources
Free Goods – Con’t
Sales Delivery Billing
Invoice
M01 10 EA 100 THB
M02 1 EA 0 THB
Total 100 THB VAT 7 THB
Account Determination
Post GI
Dr. COGS XXXX
Cr. FG – M01 XXXX
FG – M02 XXXX
Invoice
Dr. A/R XXXX
Cr. Sales Rev. XXXX Output Tax XXXX
Free Good – No Pricing
Nexus System Resources
Free of Charge Processes
Sales Delivery Billing
FOC Invoice
M01 10 EA 100 THB
Total 100 THB VAT 7 THB
Account Determination
Post GI
Dr. R&D Exp. XXXX
Cr. FG XXXX
Invoice
Dr. Expense-Abs. XXXX
Abs-Output Tax XXXX
Cr. Expense XXXX Output Tax XXXX
Nexus System Resources
Scheduling agreement
Sold-to party : C01
Valid from : 01.01
to : 12.31
Pricing
Tax determination
Payer . . .
Item1 M01 100
D 020594 10
W 2094 10
M 0694 60
Pricing
Tax determination . . .
Shipping data
D = Day
W = Week
M = Month
Nexus System Resources
Delivering a Scheduling Agreement
Scheduling
agreement
Deliveries
Deliveries
Deliveries
1.4.95
1.6.95
Nexus System Resources
Contract
Sold-to party : C01
Valid from : 01.01
to : 12.31
Item
10
20
Material
M01
M02
Quantity
100
200
Pricing
Tax determination
Payment . . .
Pricing
Tax determination . . .
Nexus System Resources
Releasing a Contract
Release order
Release order
Release order
Contract
Deliveries
Deliveries
Deliveries
Update released quantities
Nexus System Resources
Cash Sales
Sales order 2319
Sold-to party: C1
Delivery 80000397
Ship-to party: C1
Billing doc. 90000071
Payer: C1
Item Matl Qty
10 M1 20 pc 20 M4 10 pc
Item Matl Qty
10 M1 20 pc 20 M4 10 pc
Item Matl Qty
10 M1 20 pc 20 M4 10 pc
Created automatically Created through
Standard processing
Invoice Post to Accounting
Output
Nexus System Resources
Rush Order
Sales order 2319
Sold-to party: C1
Delivery 80000397
Ship-to party: C1
Billing doc. 90000071
Payer: C1
Item Matl Qty
10 M1 20 pc 20 M4 10 pc
Item Matl Qty
10 M1 20 pc 20 M4 10 pc
Item Matl Qty
10 M1 20 pc 20 M4 10 pc
Created automatically Created through
Standard processing
Invoice
Post to Accounting
Nexus System Resources
Down Payment
S/O D/O Billing
Billing Plan
Mat A 1,000 THB
01/2003 10 % 02/2003 20 %
Dr. D/P Request 107
Dr. Bank 107
Output Tax Clearing 7
Cr. D/P Sales 107 Output Tax 7
Billing Plan
Mat A 1,000 THB
01/2003 10 % 02/2003 20 %
Dr. A/R 1,070
Cr. Sales Rev 1,000
Output Tax 70
Dr. D/P Sales 107
Output Tax 7
Cr. A/R 107 Output Tax Clearing 7
Nexus System Resources
Credit Limit Check
Sold-to party : C1
Payer : P1
Net value : 100.00
Item Material Value
10 M1 70.00
20 M2 30.00
The credit limit has been
exceeded by $80.00
Sales document
Credit limit : 10,000
Open items : 9,980
P1
Nexus System Resources
Credit Management
Sales and distribution,
Financial accounting
Credit management
Mail Box
Blocked orders
09998 Smith 4,000.00 USD
10001 Murray 20,000.00 USD
Clearing and release
Creates sales order
Sales orders 1001
Murry
20,000.00 USD
Create material requirements
Delivery due index
Shipping, Billing
Incoming payments
Definition of credit data
for customer
Customer Murray
Medium risk
Credit limit 100,000.00 USD
Credit limit exceeded
R/Mail credit clerk
Order blocked
Credit information system
Customer contacted
Order released
Nexus System Resources
Data in Credit Control Area
Customer: TILIA Corp.
Total limit: 100,000
Max. individ. Limit 70,000
Currency: USD
Customer: TILIA Corp.
CCA: USA
Limit 50,000
Currency: USD
Customer: TILIA Corp.
CCA: Germany
Limit 60,000
Currency: DEM
30,000 DEM = 20,000 USD
50,000 USD
40,000 USD
90,000 USD
Max. individual limit ok
Total limit ok
Central data
Data per CCA
Nexus System Resources
When to Carry Out Credit Control Checks
Order
Credit status: Blocked Credit control
Delivery
Credit status: Blocked
Goods issue
Credit control
Credit control
Nexus System Resources
Subsequent Functions for Orders
Credit status: Blocked B
SP: Tilia Corp.
Order
Issue order
acknowledgment
Confirm quantity
for availability
check
Send purchase
requisition to
Purchasing
Generate
shipping due
list
Delivery
B
B
B
B
B
Nexus System Resources
Subsequent Functions for a Delivery
B
Credit status: Blocked B
SH: Tilia Corp.
Delivery
Print delivery
note
Pick Pack
Goods issue
B
B B