Unit 15 and 16-Sales and Distribution-Master Data

7/30/2019 Unit 15 and 16-Sales and Distribution-Master Data

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Unit 15

ales and Distribution (SD)- Master Data -

MELJUNCORTES


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January 2008 SAP AG - University 2

Business Process Integration

MasterData

SD


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Master Data

Master data is relatively fixed

Material Master Data

Vendor Master Data Purchasing Information Record

General Ledger Master Data

Before making the Master Dataconfigurations, you must havecompletely defined the

organizational structures


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R/3

FIFinancialAccounting

COControlling

PSProjectSystemWF

WorkflowISIndustry

Solutions

MMMaterialsMgmt.

HRHuman

Resources

SDSales andDistribution

PPProductionPlanning

QMQualityMgmt.

PMPlant Maintenance

SMServiceMgmt.

Client / ServerIntegrated BusinessSolution

ECEnterpriseControlling

AMFixed AssetsMgmt.

Sales and Distribution (SD)


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Master Data CoreElements

Material

Customer

Pricing

MasterData


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Material Master SalesViews

Sales: sales org.1

Sales: sales org2

Sales:

general/plant Foreign trade

export

Sales: text

SalesO

rg.1

ViewSalesOrg.2

View

Barrel Pen


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Material Master Sales: Sales Org. 1 View

General Data Base Unit of Measure

The Base Unit of Measure is the unit of measure in which

stocks are managed within your company.

Division You may enter the Division which your product is in for

sales (defaults if entered in the Basic data screen).

Material Group A key thats used to group several materials or services for

analysis/reporting as well as search by match code.

Sales Unit The unit of measure in which the material is sold, if left


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Material Master

Sales: Sales Org. 1 View(continued) Delivering Plant

Plant from which the material is available forsale.

Cash discount

Indicator used for materials, which allow fora cash discount.

Conditions

Pricing procedure for the material

Tax Data

Tax classification material


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(continued) Quantity Stipulations Minimum Order Quantity

Minimum quantity a customer may order.

Minimum Delivery Quantity Minimum quantity that may be delivered to

a customer

Delivery Unit The delivery unit consists of a number and aunit of measure. In the case of a deliveryunit of 30 pieces, 30, 60, 90, and so onpieces can be delivered, but not, however,

100 pieces.


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Grouping Terms Material Statistics Group

Determine which data the system updates in

the logistics information system Material Pricing Group

A way of grouping materials to which youwant to apply the same conditions

Volume Rebate Group Group definition used for rebate settlement.

General Item Category Group

Materials grouping that helps the system todetermine item cate ories durin sales


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(continued) Grouping Terms Item Category Group

A grouping of materials that the system uses

to determine item categories during theprocessing of sales documents.

Commission Group

Commission group to which the material is

assigned.


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Material Master

Sales: General/Plant View General Data Base unit

The unit of measure in which items are

managed in the company Gross weight

Used to check storage capacity inwarehouse

Net weight

Weight excluding packaging and extras this is needed for sales and distribution

Avail. Check


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Material Master

Sales: General/Plant View(continued) Packaging Material Data

Material group Pack Materials

Materials that require similar packaging

materials General Plant Parameters

Negative stock

Indicates if negative stocks of the materialare allowed at the plant

Profit Center

Identifies the profit center in the current

controlling area


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Material Master

Sales: Sales Texts View Sales Texts Exchange of information throughout

the logistics chain

In sales and distribution, this exchangeof information is supported by texts inmaster records and documents

You can define as many text types as

you require (sales texts, shipping texts,internal notes, supplement texts etc.)for master records and documents


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127. Create Sales Views for Trading Goods

128. Create Sales Revenue Account

129. Create Sales Revenue Deduction Account

Unit 15, Group 1 Exercises


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Material

Customer

Pricing

MasterData


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Customer Master

Customer MasterData is created bySales Area

SalesOrganization

Distribution

Channel

Division

US SalesS000

DistributionChannel - RE

Division - 01

Sales Area


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Customer Master -(continued)

General

Data:

Address SalesData:

Sales

Customer 43

General Data

Company Code DataFinancial Accounting (FI)

Sales DataSales and Distribution (SD)


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Customer Master

A master record must be created forevery customer

General data, Company Code data(Financial Accounting - FI), and SalesOrg. data (Sales and Distribution -SD) Sales Org. data

SalesShippingBillingPartner Usage

Company Code data

Account MgmtPayment

transactionsCorrespondence

General data

AddressControl dataPayment

transactions

C t M t


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General Data Address

AddressCustomer NameSearch TermStreet address

City, Region Postal codeCountryCommunication

LanguageTelephone, Fax, E-Mail

Customer MasterGeneral Data Address


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Customer Master

General Data Control Data Account Control Vendor number

Authorization Group

Trading partner

Group key

Tax Information Tax codes

Fiscal address

Country code

City code


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Customer MasterGeneral Data Payment

Transactions Bank Details Country

Bank Key

Account holder

Bank Account

Control Key

Collection


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Customer MasterGeneral Data Marketing

Classification Nielsen ID

Customer classification

Industry

Industry codes

Operating Figures Annual sales

Number of employees

Fiscal year variant

Sales Prospecting

C t M t


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Customer MasterGeneral Data Foreign Trade

Export Data Country key

TDO Date (Table of Denial Orders)

SDN Date (Specially DesignatedNationals)

Boycott Date

Usage Mainly civilian usage

Mainly military usage

Classification


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Customer Master

General Data UnloadingPoint Unloading Points

Unloading point

Default

Calendar key

Default Unloading Point

Goods receiving hours

Customer Master


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Customer MasterGeneral Data Contact Persons

Contact Person Name

First name

Department

Function

Customer Master


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Customer MasterCompany Code Acct Information

Accounting Information Rec. Account

Sort key

Head office

Interest Calculation Interest indicator

Interest cycle

Interest calculation frequency in months

Last interest run

Reference Data

Customer Master


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Customer MasterCompany Code Payment Transactions

Payment Data Terms of Payment

Tolerance group

Automatic Payment Transactions Payment methods

Payment block

Alternative payer

Grouping key

Lockbox


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Customer Master

Company Code Correspondence Dunning Data

Dunning procedure

Dunning block

Dunning recipient

Correspondence Accounting clerk

Acct at customer

Customer user

Payment Notices To Customer Sales


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Customer Master

Company Code Insurance Export Credit Insurance Policy Number

Institution Number

Amount Insure Valid Until

Lead Months

Deductible


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Customer MasterSales and Distribution

Sales Sales Order

Sales District

Sales Office

Sales Group Order Probability

Item Proposal

Pricing / Statistics Price Group

Customer Pricing Procedure

Price List Type


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Shipping Shipping

Delivery Priority

Shipping Conditions

Delivering Plant Order Combination

Partial Delivery Complete Delivery Required By Law Partial Delivery per Item

Max Part Deliveries

Under/Over delivery Tolerances

C t M t


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Billing Billing Section Subs. Invoice Processing

Rebate

Price Determination Invoicing Dates

Delivery and Payment Terms Incoterms Payment Terms

Accounting Account Assignment Group

Customer Master


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Customer MasterSales and Distribution Partner Functions

Partner Functions Partner Function (PF)

Number

Partner Description

Sample Listing of Partner Functions

Types SP Sold-to-party BP Bill-to-party PY Payer

B i P t


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Business Partners

Defines all of the parties involved ina business transaction

Differentiates between their roles

Customer Carrier

Employees

Etc.

B siness Partners


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Business Partners

The system will automatically assigna business partner to the customermaster and to any transaction

There are four default businesspartner Sold-to

Ship-to

Bill-to

Payer

They may be the same or different.


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Customer Account Group

Customer masters are assigned to acustomer account group

Through field status maintenance,account groups can be setup for one-time customers, regional customers,internal

The customer account group controlsboth type and number rangeassignment for customers

Field Status


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Field Status

Field status controls the use of eachfield within the customer masterdetermining whether a field is

required, optional, suppressed ordisplay only

Field status controls are also

relevant to a specific activity create, change, or display

Business Partners


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Business PartnersSold-to Party

Customer who orders

Can default for all

partner functions sold-to, ship-to,payer, bill-to

Primary type ofbusiness partner

Independent and

cannot be linked to

Sold-to

Ship-to

Bill-to

Payer

Business Partners


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Business PartnersShip-to Party

Receive delivery

Can be linked tomore than onesold-to address

Sold-to

Ship-to

Bill-to

Payer

Business Partners


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Business PartnersBill-to Party

Partner who isdelivered theinvoice

Can be linked tomore than onesold-to address

Sold-to

Ship-to

Bill-to

Payer

Business Partners


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Business PartnersPayer

Partner who pays

the bill Can be linked to

more than one

sold-to address

Sold-to

Ship-to

Bill-to

Payer

Si l d M lti l


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Single and MultipleShip-to Parties

Single ship-to

Multiple ship-tosSingle payer

Payer: 10Bill-to: 10Ship-to: 10

Sold-to: 10

Payer: 10Bill-to: 10Ship-to: 10

Sold-to: 10

Ship-to: 11

Business Partners


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Business Partners

Sold-to

Bill-to

Payer

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Ship-to

Sold-to

Unit 15 Group 2


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130. Review Sold-to, Ship-to, and Bill-toAccount Groups

131. Create Customer

132. Create Ship-to Party

133. Assign Ship-to Party to Customer

Unit 15, Group 2 Exercises


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Unit 16


- Master Data -


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Business Process Integration

Maste

rData

SD


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Master Data

Master Data is relatively fixed Material Master Data

Vendor Master Data

Purchasing Information Record General Ledger Master Data

Before making the Master Data

configurations, you must havecompletely defined theorganizational structures



50/64


R/3

FIFinancialAccounting

COControlling

PSProjectSystemWF

WorkflowISIndustrySolutions

MMMaterialsMgmt.

HRHumanResources

SDSales andDistribution

PPProductionPlanning

QMQualityMgmt.

PMPlant Maintenance

SMServiceMgmt. Client / Server

Integrated BusinessSolution

ECEnterpriseControlling

AMFixed AssetsMgmt.

Master Data Core


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Material

Customer

Pricing

MasterData


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Pricing

Highly touted World-classfunctionality

Very easily tailored to meet business

needs A very robust module in SAP Gross to net pricing for material


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Standard Pricing Process

Standard Pricing Calculates the gross price

Then applies

Discounts

Surcharges

Applicable Taxes

Calculates the final price

Final price = gross price -discounts + surcharges + taxes


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Cost-Plus Pricing Process

Cost-plus pricing Captures the base cost

Then applies

Markup

Discounts

Surcharges

Applicable Taxes Calculates the final price

Final price = cost + markup -

Pricing Components


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Pricing Components

Pricing uses tables to match thecondition of order to the applicablepricing routine

These routines can Add/Subtract amounts, percentages

Give dollar, weight, quantitybreaks/additions

Accrue

i i d


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Pricing Procedure

Pricing uses one of possibly manyprocedures based upon Item

Customer Order type

Sales Area

The procedure will then apply Prices (Gross)

Discounts & Surcharges

Freight

Pricing Procedure


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Pricing Procedure (continued)

Pricing conditions for each item onthe order

Pricing condition uses

Pricing procedure Access sequence

Conditions type

Determines adjustments and price

Pricing Process


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Line Item in

Sales Order

Pricing ProcedureDetermination

Pricing ProcedureContains List ofCondition Types

Condition TypesPoint toAccess Sequence

Access SequenceProvides the SearchOrder for Pricing

Sales AreaS000-RE-01

Doc. Pric.Proc.OR=A

Cus. Pric.Proc.43 = 1

PPEN000

Condition Type PR00 = Price

Access Sequence PR02 = Price10 Customer/material

20 Price list cat./currency/material30 Material

30 Material Price = $9.50

Pricing Procedure = RVAJUS

Pricing Process

Pricing Process


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January 2008 SAP AG - UniversityAlliances and The

59

Sales

Org.

Dist.

Chan.Div

Doc.

PP

Cust.

PP

Price

Prod.

0001 01 01 A 1 RVAA010001 01 01 A 2 RVAB01

0001 01 01 B 1 RVWIA1

0001 01 01 C 1 RVCA01

S000 RE 01 A 1 RVAJUS

S000 WH 01 A 1 RVAJUS

Price

Prod.Ctyp Description

Acces

seq.

RVAJUS PR00 Price PR02

PB00 Price (Gross)

KA00 Sales deal K305

K007 Customer Discount K307

K004 Material K304

K005 Customer/Material K305

Access

Seq.

Access

No. Description

PR02 10 Customer/material with release status

20 Price list cat./cur/mat with rel status

30 Material with release status

K305 10 Customer/material with release status

K307 10 Customer with Release Status

K304 10 Material with release status

LineItem

PricingProced.Det.

CTyppoints to

Access Seq.

Access Seq.points toCond. Tbls.

Cond. Tbls.contain theItem Pricing

PPEN000Sales AreaDoc. PPCust. PP

PR00Points toPR02

PR02Points toCond. Tables

Cust. / Mat.Price List / Cur / Mat.Material

N / AN / A

$ 9.50

Pricing Process

Credit Limits and


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Credit Limits andChecking

Define automatic credit limit checksto your companys requirements

You can also define at what point thesystem carries out these checks(order, delivery, goods issue, and soon)

A credit representative isautomatically alerted to acustomers critical credit situation as

soon as order rocessin starts

Credit Limits and Checking (continued)


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Credit representatives are able tocheck a customers credit situation todecide whether the customer shouldbe granted credit

Works in distributed systems Central financial accounting

Non-central sales and distribution on

several sales and distribution computers

Credit Check


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Credit Check

You can use this function at any timewithin service processing to call upinformation about the current credit

status of a customer Credit limit can be checked manually

or automatically

The system generally checks theplanned costs without tax

If a customer has exceeded their

C dit Ch k ( ti d)


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Credit Check (continued)

The checks can be carried out atvarious times during the sales ordercycle, from order receipt to delivery

You can define a credit check for anyvalid combination of the followingdata:

Risk category

Document credit group

Credit control area

Unit 16 Exercises


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Unit 16 Exercises

134. Create Material Prices

135. Create Customer Specific Material Price

136. Create Customer Discount

137. Establish Credit Limit for Customer

Documents

Unit 15 and 16-Sales and Distribution-Master Data