BUSINESS BLUEPRINT

PROJECT MISSION - IS
[Implementation of SAP ERP 6.0 by ABC Ltd. for XYZ Plc Ltd.]
Sign-off Business Blue Print

Sales and Distribution

Mr. xxxxxxxxxx Mr. xxxxxxxxxxxxx

Functional Head Project Manager
XYZ Plc Ltd ABC Ltd.
PR PR

Mr. xxxxxxxxxxxxx Mr. xxxxxxxxxxxxxxxxx

Project Manager Managing Director
XYZ Plc Ltd. XYZ Plc Ltd.
PR PR

Mr. xxxxxxxxxxxxxxx
SD Key User Mr. xxxxxxxxxxxxxxx
XYZ Plc Functional Consultant
PR ABC Ltd.
PR

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 BUSINESS BLUEPRINT

Introduction

This Business Blueprint Document describes the following:

Business requirements as given by the XYZ Key Users.
Suggestions by ABC consultants wherever SAP ERP 6.0 features are found to be useful to XYZ‟s business functionality.
To-Be Process on SAP ERP 6.0 suggested by ABC Consultants
Comments whether the requirement can be realized on the SAP ERP 6.0 or not.
Gaps which are at different stages of exploration

The following codes are given to each module that is within the scope of the agreement:

Module ID Module

1 Financial Accounting

2 Controlling

3 Production Planning

4 Materials Management

5 Quality Management

6 Sales and Distribution

Further processes, sub-process and activities in each module are denoted by, say. 1.1, 1.1.1, 1.2.1 etc.
A Business Blueprint document is prepared for each module and reference shall be made wherever required to other modules, whenever there is an
overlap of business processes across modules or a business process requires to be completed in more than one module. The reference to the business
process shall be made using the process numbers as described above;

Fo r e .g .:
As per the above notation, all processes in Sales and Distribution start with 3. *… So if a reference has to be made to process in Accounts Receivable of
Financial Accounting, then the reference is made using the notation say, 1.2. *… Where „1‟ refers to Financial Accounting and 1.2 refers to Accounts

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 BUSINESS BLUEPRINT

Receivable and then further numbers denote the sub-processes and activities in the module.
Step 1:
The Module Owner shall identify various existing business processes at a broad level and make a list of them as described under section 1 of this
document

Step 2:
Depending upon the various business processes thus identified in Step 1, various business scenario are described in the following way:
As Is Business Processes: The current way of executing the business process shall be explained in detail with data/information flow along with the IT
systems / Manual Systems being used in the whole cycle.
Business Requirement: Under this head, the module owner shall describe the requirements of the company vis-à-vis this business scenario, if necessary
with examples. Following situations can arise:
(a) The current provisions in the system are sufficient enough and additional configuration efforts are not required.
(b) The current provisions are not sufficient and satisfactory and additional features need to be incorporated in the system
(c) There is no current provision to handle this transaction at all.
The module owner shall identify each business scenario with the above classification.

Step 3:
Based on the Business Requirement, ABC consultant shall do a detailed Requirement Analysis and based on the analysis shall propose the best-fit
business process on the SAP ERP 6.0 system.
It may not be possible to decide the realization possibility of all Business requirements on the SAP ERP 6.0 immediately and hence the following legend is
being followed for describing the statuses:

Status of To-Be Business

Status Description
Process
A-Possible Can be implemented on SAP ERP 6.0

B-Possible with workaround Can be implemented on SAP ERP 6.0 through indirect means

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C-Possible with ABAP Can be implemented on SAP ERP 6.0 through ABAP/4 development

D-Possible with ABAP (But

Can be implemented on SAP ERP 6.0 through ABAP/4 development but system performance may be effected
performance issue)
E-Not possible without
Cannot be implemented on SAP ERP 6.0 without major system modification
Major Modification
Possibility of implementation will be explored in the development environment. Cannot be confirmed at this
F-Open for exploration
stage
G-Not possible Cannot be implemented on SAP ERP 6.0
Cannot be implemented because it is not part of the scope defined in the “Software Services
H-Not in Scope
Agreement” between ABC and XYZ.

The To-Be business process realization is dependent on the following aspects:

 Scope of services described in the Software Services Agreement signed by XYZ and ABC
 Scope of functionality described in the Software Services Agreement mentioned above.
 Capabilities and Limitations of SAP ERP 6.0
 As-Is Business Knowledge Transfer from XYZ Project Team members
 Business Requirements defined by the XYZ Project Team members

XYZ accepts that the decision to accept the “To-Be” Business Processes is completely its own and not influenced by ABC. ABC shall not be
responsible for the business consequences on XYZ after the realization and usage of the processes being suggested here.
XYZ shall indemnify ABC from all responsibilities for any other business consequences during the framing of the To-Be Business processes, or at any
time during or after the realization / implementation of these processes on SAP ERP 6.0 or while using the system.

Methodology adopted for preparing the Business Blueprint Documents:

Contents

Page numbers
# Topic
Start End

7.0 Enterprise Structure 06 11

7.1 Account Groups and Partner Functions 12 13

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 BUSINESS BLUEPRINT

7.2 Master Data 14 23

7.3 Business Processes 24 44

7.4 Pricing 45 46

7.5 Taxation 46 46

7.6 Integration Points 47 48

7.7 Print Outputs 49 49

7.8 Reporting 50 51

7.9 SD list of Users 51 51

Introduction:

XYZ group is a major manufacturing and trading group having its operations. The principal activity of the Company is manufacturing of chemicals, paints and
consumer products. The company has now diversified its business to many other areas becoming market leaders in many sectors of its diversified businesses.
The major business segments XYZ operates in are:

 Chemicals, which includes manufacturing, distribution and service activities relating to chemicals.
 Consumer, which includes manufacturing, selling and distribution of consumer products.
 Hardware, which includes manufacturing, selling and distribution of hardware products.
 Construction, which includes road construction, waterproofing and industrial flooring.
 Hotels, which include owning and operation of resort hotels.
 Plantations, which include cultivation and processing of tea and rubber, and agriculture, which includes farming and dairying.

The Company’s subsidiaries include XYZ plc, XYZ Developments PLC, XYZ Hotels PLC, XYZ PLC, XYZ Fort Hotels Ltd., XYZ Plantation Holdings Ltd., XYZ Tea
& Rubber Plantations (Pvt.) Ltd. and XYZ Plantation Services Ltd.
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7.0 Enterprise Structure

Company Code:
It is the smallest organizational unit of Financial Accounting for which a complete self-contained set of accounts can be drawn up for purposes of
external reporting.

The Company Code have been bifurcated and codified in the following:

Old Company New Company (Coding)

Code Description Code Description
NA XYZ PLC LTD LK01 XYZ PLC LTD

Credit Control Area:

It is an organizational unit that represents an area responsible for granting and monitoring credit. A credit control area is an organizational unit for
specifying and controlling customer credit limits. A credit control area can include one or more company codes.

The Credit control area have been bifurcated and codified in the following:

Old Credit Control Area New Credit Control Area

Code Description Codes Description

NA NA LA01 XYZ CREDIT CONTROL AREA

Sales Organization:
It is an organizational unit in Logistics that structures the company according to its sales requirements. A sales organization is responsible for selling
materials and services.

The Sales Organisations have been bifurcated and codified in the following:

Sales Organisations (Old) Sales Organisations (New)

Code Descriptio Codes Description
n LK01 XYZ PLC
NA XYZ SALES ORGANISATION

Distribution Channels:

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They are the channels through which saleable materials or services reach customers. Distribution channels include wholesale, retail, and direct sales.

The Distribution channel have been bifurcated and codified in the following:
Old Distribution Channels New Distribution Channels
Code Description Codes Description
NA INSTITUTIONAL IS INSTITUTIONAL
NA DISTRIBUTOR – A DS DISTRIBUTOR
NA DISTRIBUTOR – B DD DIRECT DEALER
NA DIRECT DEALER
NA WALK IN CUSTOMER
NA INTERCOMPANY
NA PLANTATIONS
Division:
It is an organizational unit based on responsibility for sales or profits from saleable materials or services. It is the product line.
The divisions have been bifurcated and codified in the following:

OLD DIVISIONS NEW DIVISIONS

Code Description Code Description
NA NA WE WEEDICIDES
NA NA IN INSECTICIDES
NA NA FU FUNGICIDES
NA NA FE FERTILIZER
HS HORMONES & STIMULANTS
MS MISCELLANEOUS

Sales Office:
It is an organizational unit in a geographical area of a sales organization. A sales office establishes contact between the firm and the regional market.
The sales offices have been bifurcated and codified in the following:

OLD SALES OFFICES NEW SALES OFFICES

Code Description Code Description
NA NA Sales Manager

Sales Group:
It is an organizational unit that performs and is responsible for sales transactions. We will be maintaining area sales manager as sales group in the
system. Sales representatives will be assigned to sales groups in their masters.

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The sales groups have been bifurcated and codified in the following:

OLD SALES GROUPS NEW SALES GROUPS

Code Description Code Description
NA NA D.Ellegama –Central
NA NA C. Jeyachandran - Eastern
NA NA C. Piyawardana- North Western
NA NA S. Mahendraraj- Northern
NA NA R. Senavirathna – North Central
NA NA G.V.H. Gotabaya - Southern
As-IS Sales Structure :

Plants:
In Logistics a plant is a place where materials are produced, or goods and services are provided.
The plants in the system will be identified by the codes as listed below:

Old Plants New Plants

Code Description Codes Description
NA PLANT 1 LK10 PLANT 1
LK11 PLANT 2

Shipping Point:
It is an organizational unit in Logistics that performs shipping processing.
The shipping points have been bifurcated and codified in the following:

PLANTS OLD SHIPPING POINTS PLANTS NEW SHIPPING POINTS

CODES DESCRIPTION CODES PLANT CODE CODES DESCRIPTION
NA NA NA LK10 LK10 EKALA
NA NA NA LK11 LK11 PANNALA
Storage Locations:
They are the organizational units allowing differentiation between the various stocks of a material in a plant.
The storage locations have been bifurcated and codified in the following:

Old Storage Locations New Storage Locations

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Codes Description Code Description

NA RAW MATERIAL WAREHOUSE 0001 RAW MATERIAL STORAGE LOCATION
NA PACKAGING WAREHOUSE 0002 PACKAGING STORAGE LOCATION
NA FORMULATED BULK WAREHOUSE 0003 IN PROCESS STORAGE LOCATION
NA WORK IN PROGRESS WAREHOUSE 0004 FINISHED GOODS STORAGE LOCATION
NA FINISHED GOODS WAREHOUSE 0005 INSPECTION STORAGE LOCATION
NA PROMOTIONAL MATERIAL WAREHOUSE 0006 SHOP FLOOR STORAGE LOCATION
NA UNSERVICABLE STOCK 0007 RETURNS STORAGE LOCATION
NA UNSERVICABLE STOCK (WRITTEN OFF) 0008 ENGINEERING STORAGE LOCATION
NA 0009 CONSUMABLES STORAGE LOCATION
TO BE ENTERPRISE STRUCTURE:

CREDIT CONTROL AREA LA01

COMPANY CODE LK01

SALES ORGANISATION LK01 SALES ORGANISATION LK01 SALES ORGANISATION LK01

1 2 3
DISTRIBUTION DISTRIBUTION DISTRIBUTION
CHANNEL (IN) CHANNEL (DS) CHANNEL (DD)

DIVISION (WE) DIVISION (WE) DIVISION (WE)

DISTRIBUTION PLANT DISTRIBUTION PLANT (LK10 & LK11) DISTRIBUTION PLANT (LK10 & LK11)
(LK10 & LK11) PANNIPITIYA (2PAN) KURUNAGALA (2KUR)
Sales & Distribution – BBP SHIPPING POINT SHIPPING POINT Page 9SHIPPING
of 43 POINT
(LK10 & LK11) (LK10 & LK11) (LK10 & LK11)
2RAN 2PAN 2KUR
 BUSINESS BLUEPRINT

7.1 Account Groups and Partner Functions

7.1 Account Groups and Partner Functions

AS IS Business Process: TO BE Business Process:

Account Group: When you create a master record for a It is suggested that following account groups will be created in SAP:
customer, you must enter an account group.
The account group determines: 1. Institutional
 Which screens and fields are necessary for entering 2. Distributor
master data. 3. Dealer
 Whether you can or must make an entry in these fields
 How master record numbers are assigned (externally
by you or internally by the system) and the number Following Partner Functions maintained in the system
range from which they are assigned
 Which partner functions are valid Business Partners
 Whether the customer is a one-time customer
Code Description

No account groups defined in the system. Numbers are SP Sold to Party

entered m a n u a l l y for customer master in legacy. SH Ship to Party
Number ranges are operative on customer groups of legacy. BP Bill to Party
PY Payer
PE Sales Representative

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TO BE number series as mentioned below.

In legacy there is NO customer group maintained for different class
of customers. They have a common series for every class of
customers.
Customer Number Range
Customer Number Range
Customer
Customer
Account Customer Type From To No Range From To
Account Group
Group
Distributors/Direct Institutional 01 10000 19999
NA
dealers
Institutional Distributor 02 20000 29999
NA
Dealers 03 30000 34999

Sales Representative 05
Partner function:
In legacy no as such partner functions maintained. All the functions
are c arri e d out by a single party i.e. order placing, shipment
receiving, accepting invoice and payment of invoice amount is done
by same customer function. Most of the times, its customer’s
responsibility to receive goods from plant or distribution point.

Business Requirement :- Gaps: A

7.2 Master Data

7.2 Maintenance Of masters
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AS IS Business Process: TO BE Business Process:

All the masters would be maintained in the SAP system as below.
Master Data is maintained in the legacy system but without
sufficient data provided for reports and integration. Customer Groups :

Business requirement: 1. Distributors

Following Masters should be maintained in the system: 2. Institutional customers

1. Business partners (customers) 3. Dealers

2. Materials
3. Sales representatives, supervisors, area sales managers.
4. Price Conditions. There is account groups maintained in the SAP for all above customers.
These customers would be grouped under account groups mentioned
above.
Other partners will be maintained as below
1. Sales manager: As discussed above, Sales Office will be acting as
Sales Manager in sap.
2. Regional Manager: In SAP sales groups will be acting as Regional Mgr.
3. Sales representative master will be created in SAP under partner
function PE, as sales employee and will be attached to each
customer master.
4. Pricing condition records will be created in the system for different
combination of fields.

Gaps: A

7.2.1 Maintenance of Business Partners

7.2.1.1 Maintenance of Customers

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AS IS Business Process:
Master Data is maintained in the legacy system. But it does
not accommodate all the information.
For each type of customer, separate number series required.
1. The customers is classified & distributed in sales distribution
centers (distribution channels), sales districts (territories as per
legacy) but NO customer groups in legacy.
2. Numbering of the customer is alpha- numeric.
3. For new customer creation there are four level of authorization.
First by Senior Admin Manager, second by AGM/SM, Third by
Director and lastly by Finance dept.
Business requirement:
1. Different account groups for Institutional, Distributors, Dealers
& Walk in Customers should be maintained in SAP with different
number series.
2. For new customer creation there should be four level of
authorization. First by Senior Admin Manager, second by
AGM/SM, Third by Director and lastly by Finance dept.
NEW CUSTOMER ADDITION – AUTHORISATION FLOW CHART :
SALES MANAGER/SALES EXECUTIVE
ASST. GENERAL MANAGER
Sales & Distribution – BBP
TO BE Business Process:
Standard masters would be maintained in SAP with all integration points
required in other modules like reconciliation account, tax category,
payment terms, account assignment group for FI and delivery priority,
shipping condition for LE.
Account groups will define which fields amongst below are required and
which are to be suppressed/optional. For each master name, address,
region, mobile number will be required fields in general data.
Reconciliation account is required data under company code data section.
Sales office, sales districts, sales group, customer group, currency,
Customer pricing procedure will be required fields for sales tab under
sales area data section. Shipping condition will be required field in
shipping tab under sales area data section.
Account assignment group and tax category will be required fields for
billing data tab under sales area data section.
Sales Office will indicate Sales Managers.
Sales Groups will indicate Area Sales Managers.
Account assignment group for customer will be only “01” as domestic
revenues.
For Authorization of New Customer, work flow need to be
developed.
Gaps : C
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 DIRECTOR

FINANCE BUSINESS BLUEPRINT

7.2.1.2 Sales Representative

As Is Business Process: TO BE Business Process:

1. Basic HR personnel administration configuration will be done in SAP

1. Sales representative master is maintained in the current system. to create sales representative.
2. Sales representative master will be created in SAP with assignment
Business requirement: to sales group.
3. Each sales representative (sales representative) will be assigned to
1. Sales representative should be maintained in the system. one distributor/customer.
2. Sales area managers are also to be maintained in system. 4. Number series for sales representative will be external & numeric.
5. Area sales managers will be defined as Sales Groups in the system.

Gaps : A

7.2.2 Maintenance of materials

7.2.2.1 Materials

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AS IS Business Process: TO BE Business Process:

Materials are maintained in legacy system. But it does not Materials will be created in the SAP system in required material type.
accommodate all the information for PP and MM aspects. For finish goods material type will be used as FERT. FERT material type
will contain sales data views to accommodate all sales related data. Also
Business requirement: it will contain availability checking group in sales/plant data view.

1. Raw materials, Finished goods, packing materials, consumables, Following fields will be maintained in material master.
and semi finished goods are required to be maintained in SAP
system. 1. Availability check as 01 daily requirements
2. Product Hierarchy:Product hierarchy is the structuring or 2. Material statistic group
grouping of materials for analysis purpose in SAP. 3. Account assignment group
3. Finished Goods number series is internal. 4. Tax category
5. Sales UoM
6. Profit centre assignment

Product Hierarchy will be used for generating reports at various product

group level.

Gaps : A

7.2.3 Maintenance of Conditions

7.2.3.1 Price elements (basic price, discount, freight, VAT)

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AS IS Business Process:
Conditions: Condition type in SAP is the unit of specifying pricing
conditions such as material selling price, discounts, surcharges,
freight, taxes etc.
1. Pricing is maintained in the legacy system. Basic price comes
from records maintained for price list per material in the system,
can be manually changed in the order creation.
2. Discounts maintained in records as a fixed % for Dealers,
Distributors etc.
3. Freight is NOT charged.
4. VAT is charged only for materials sold through XYZ .
5. For change in Price of product (permanently), brand manager fills
the form and send it to Director for approval. Once approved by
director it is sent to Finance dept for approval. MIS update the
price in the system once it is approved by finance dept.
Business requirement :
1. Batch wise Pricing required in Invoice.
2. Discount to be given as % for different group of customers.
3. For change in Price of product (permanently), brand manager fills
the form and send it to Director for approval. Once approved by Gaps: H
director it is sent to Finance dept for approval. MIS update the
price in the system once it is approved by finance dept.
Sales & Distribution – BBP
TO BE Business Process:
Sales price, discounts, freight, taxes will be maintained in the condition
type in SAP system. This will be responsible for pricing of a sales order
in SAP system.
1. Sales price will be fixed and can be changed in sales order as and
when required.
2. Discounts (%) will be maintained in condition types.
3. Freight is NOT charged and so NO condition type will be maintained.
4. Tax code defined in FI will take care of VAT=12% and NBT=3% which
will be same for all finish materials.
5. There will be two types of tax codes as V0= Zero tax, V1 = Full tax.
For Authorization of Price Change of Product, work flow need
to be developed.
Batch wise pricing possible in Invoice but there is possibility that the same
batch will NOT be picked and delivered to the customer and may result in
Loss. Ex- MRP of batch 01 is Rs400/- and batch 02 is Rs 500/-. In practical if
there is batch wise pricing then it is possible that in Invoice pricing is as per
batch 01 but goods delivered from batch 02.
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PRICE REVISON OF PRODUCT – AUTHORISATION FLOW CHART :

SALES MANAGER/BRAND MANAGER

HEAD OF DIVISION

FINANCE

MIS
(update the price)

7.2.4 Sub process Scope: Maintenance of Other Master Records

7.2.4.1 Terms of Payment

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 BUSINESS BLUEPRINT

AS IS Business Process: TO BE Business Process:

Terms of payment: Key for defining payment terms composed of 1. Payment terms can be changed in the master as well as in the sales
cash discount percentages and payment periods. It’s helpful for : document whenever required.
Cash management 2. Master records have separate areas for Financial Accounting, Sales,
Dunning procedures and Purchasing. You can specify different terms of payment keys in
Interest calculation. each of these areas. When you then enter a business transaction,
Payment transactions the application in question will use the key specified in its area of the
master record.
1. Payment terms are maintained in the Legacy system. 3. Posting date of document will be the baseline date for calculating
2. Bank guarantee is taken for credit given to customers and post payment term.
dated cheques are taken against Invoice.
Terms of payment will be defined in the system as below.

Business requirements:
Code Payment Terms
Payment terms required for Cash, Credit- 45 days terms.
D000 Advance Payment

D001 Cash Payment

D030 Thirty Days Credit

D045 Forty-five Days Credit

D060 Sixty Days Credit

Gaps: A

7.2.4.2 Incoterms

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 BUSINESS BLUEPRINT

AS IS Business Process: TO BE Business Process:

Incoterms: The ICC in Paris developed the INternational Incoterms will be maintained in the system as per standard.
COmmercial TERMS (INCOTERMS) as a uniform set of rules that are
used to help define costs, risks and obligations of buyers and sellers 1. Inco terms specify certain internationally recognised procedures that
in international trade. the shipper and the receiving party must follow for the shipping
Commonly used INCOTERMS are : transaction to be successfully completed.
EXW: Ex Works 2. All the Inco terms will be maintained in the system.
CFR: Cost and Freight
CIF: Cost, Insurance and Freight Standard Inco terms like -
FOB: Free on board CFR : Costs and freight
CIF : Costs, insurance & freight
Inco terms are not maintained in the current sales system. EXW : Ex works
FOB : Free on board
Business requirements:
Gaps : A
Standard Incoterm like CFR,CIF,FOB & EXW are to be maintained.

7.2.4.3 Credit Master

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AS IS Business Process: TO BE Business Process:

Maintained in legacy system. Each customer will be assigned to credit control area through risk
category attached to him in credit master. Credit management will
be active for sales document through credit group assigned to
sales document type.

1. Credit control area will be assigned to customer master in sales area

data billing view.
Business requirements: 2. It will be activated at sales document type level and item category
too.
1. Credit limit for customer should be fixed as per the bank
3. Credit master for all customers will be maintained in the system by
guarantee.
2. Authorization to specific users only for changing the credit master. the finance department after consultation with the sales department.
3. Automatic credit check for all customers. 4. Credit limit will be assigned to customer at credit control area level
and will be valid for all company codes and credit limit for customer
4. For change in Credit Limit of customer (permanently), Sales
will be decided by GM sales & to the extent of bank guarantee for
manager/AGM first authorize it and then send it to Director for
that customer.
approval. Once approved by director it is sent to Finance dept for
5. Automatic credit check for all customers using risk categories
approval. MIS update the price in the system once it is approved by as under:
finance dept. a. High risk customers
b. Low risk customers
6. Authorization to create or to change credit master will be provided to
the authorized users only. The authorized person should change the
master data only after he has received due approvals.
7. Credit management will be active at the time of sales order creation
and will give error if the credit limit is exceeded and the user will not
be able to create delivery for that order.
8. Authorization to release blocked documents will be provided to the
authorized users only.

For Authorization of Credit Limit change of Customer, work

flow need to be developed.

Gaps: C

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CREDIT LIMIT REVISON OF CUSTOMER – AUTHORISATION FLOW CHART :

SALES MANAGER/AGM

HEAD OF DIVISION

FINANCE

MIS
(update the limit)

7.3 Business Processes

ID PROCESS DISCRIPTION
7.3.1 Standard Sales
7.3.1.1 Create Inquiry

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 7.3.1 Standard Sales

7.3.1.1 Inquiry Creation

AS IS Business Process: BUSINESS BLUEPRINT

TO BE Business Process:

1. Inquiries are usually made over the phone . 1. Inquiry will be created in SAP as per standard but only if required.
7.3.1.2
2. Inquiry generation in the current system is absent. Create Quotation
2. Document type ZZIN will be used for the same.
7.3.1.3 Create sales order
3. Number will be internally generated for inquiry by system.
7.3.1.4 Delivery Creation (pick slip)
Business requirements:
7.3.1.5 Post Goods Issue from plant
7.3.1.6
Inquiry Creation should be done in the system. Invoice
Gaps: A Creation
7.3.2 Cash Sales
7.3.2.1 Create sales order
7.3.2.2 Delivery Creation (pick slip)
7.3.2.3 Post Goods Issue from plant
7.3.2.4 7.3.1.2 Quotation Creation
Invoice Creation
7.3.3 Free of Charge(FOC) Sales
7.3.3.1 Create sales order
AS IS7.3.3.2
Business Process: TO BE BCreation
Delivery usiness(pick
Proce ss:
slip)
7.3.3.3 Post Goods Issue from plant
Quotations are generally created manually as and when the need
7.3.3.4 1. Invoice
Quotation will be created in the system with document type ZZQT.
Creation
arises 7.3.4 2. Quotation
Customer returnwillorder
be created in the system with reference to
7.3.4.1 manual
Create quotation
return order .
Business requirements: 3. Thereturn
system will assign a number automatically to the quotation with
7.3.4.2 Create delivery
7.3.4.3 Create
the use
goods
of receipt
internal number range.
Quotation should be created in the system.
7.3.4.4 Create credit memo
7.3.5 Scrap Sales
Gaps: A
7.3.5.1 Create sales order
7.3.5.2 Delivery Creation (pick slip)
7.3.5.3 Post Goods Issue from plant
7.3.5.4 Invoice Creation
7.3.6 Intercompany Sales
7.3.6.1 Create sales order
7.3.6.2 Delivery Creation (pick slip)
7.3.6.3 Postsales
7.3.1.3 Create Goodsorder
Issue from plant
7.3.6.4 Invoice Creation

AS IS Business Process: 7.3.2 Cash

TOSales
BE Business Process:

7.3.2.1 Create Sales order

1. A manual order requisition sent by TSR in liaison with the
distributor is received by the Sales Manager at the Head Office.
2. Sales Manager in turn purely on his discretion allocates the 2. Sales admin will create a sales order in the system with required
required stocks after revisiting the creditworthiness of the
customer and checking the availability of stocks.
3. The sales admin creates the order in the current system with
the purchase order form.
4. During Sales Order creation (only if there is Credit issue), sales
order is authorized by four persons. First by AM or RM, second by
Sales &SM
Distribution – BBPby Director and lastly by Finance Dept.
or AGM, third
Business requirement:
1. Customer purchase order on Pre-printed format will be given to
sales admin by sales representative.
delivery date.
3. All other details required will be automatically fetched from
customer and material masters. Remaining if any and required will
be manually entered in the order by sales admin.
4. Sales admin may change payment terms, required delivery date
Page 22 other
and price if required. He can also change any partner function of 43
than sold to party if required.
5. With the help of internal number range, the system will generate
 1. An order requisition in electronic form sent via MS Outlook to be
received by SAP for invoice processing.
2. During Sales Order creation (only if there is Credit issue), sales
BUSINESS
order is authorized by four persons. First by AM or RM, second by
SM or AGM, third by Director and lastly by Finance Dept.
6. Daily created sales orders can be seen in standard report in SAP.
Document type used for creating sales order will be ZORD.
BLUEPRINT
For Authorization of blocked sales order work flow need to be
developed.

GAP : H Interface required for automatic Sales Order creation.

AS IS Business Process: TO BE Business Process:

1. Currently the customer comes SALES ORDER

to the HO, paysAPPROVAL
the amountPROCESS
and 1.(Only whenwill
Customer Credit
comeIssue)
to HO/Color studio, pay the amount.
collects the goods from the factory. 2. Sales admin will create the sales order in the system upon receipt of
2. Sales to XYZ Employees are done ONLY in cash.
the cash.
3. Sales from Color Studios will be ONLY in cash.
3. With the help of internal number range, the system will generate a
number for the cash sales order automatically.
Business Requirement:
Document type used for creating sales order will be ZCSD.

Gaps: A

7.3.2.2 Delivery Creation

AS IS Business Process: TO BE Business Process:

7.3.1.4 Delivery Creation (delivery note)
No delivery
AS IS Busin isecreated.
ss Process: TO Delivery
1. BE Businwill
essbePr o cess: automatically in the system when sales
created
order is saved.
Business Req
Having uiremethe
received nt: printed invoice which carry 5 copies, the 1. The
On the Basiswill
of internally
the sales order,
2. system assign aa delivery
number istocreated. All the
the delivery document.
Supervisor at the Finished Goods go down performs the issuing of details get copied from the sales order. The shipping point needs
the stocks to a transport agent. After issuing the goods, the invoice Gaps:to A
be specified along with the sales order number in the initial
details are posted into the system to complete 7.3.2.3
the transaction. screen.
Post Goods Issue from Plant
(The five copies include: Customer copy, Stores copy, Delivery 2. With the help of internal number range, the system will generate a
copy, Finance copy, Security copy (Gate Pass). number for the delivery note automatically.
3. The print out of the delivery note will be the loading invoice.
Business requirement:
4. No. Of copies can be printed of delivery note.
Facility for partial issue of goods at the factory.
Document type used for this will be LF.
Finished Goods Batch Management: Batch number for the shipment material will be available from
Batch numbers for finished goods are created upon release from production dept and will be printed on carton of finish product.
production by production department. S am e b atch numbers are Batch management in SD will be activated in SAP.
u s e d d u r i n g de l i ve ry .
Gaps: A
7.3.1.5 Post Goods Issue From Plant
Sales & Distribution – BBP Page 23 of 43
AS IS Business Process: TO BE Business Process:
 2. The goods are dispatched to the customer through his own 2.
As soon as Goods Issue is posted in the system, the inventory of the
vehicle or vehicle sent by customer. material will reduce and the Delivery will be removed from Pending
Delivery List.
Business requirement: 3. The system will generate a material document for the goods
BUSINESS BLUEPRINT
delivered. Against this material document the system will generate
Facility for partial issue of goods at the factory. the finance document where the G/L entries will be shown in
the accounting document.
Inventory account : credit
AS IS Business Process: TO BE Bus
Cost ofingoods
ess Prsold
ocess: :debit

1. Currently there is NO PGI done in legacy system. 1. It can

Gaps: A be done through delivery change mode.
2. Customer carries the copy of Invoice along with the cash receipt 2. As soon as Goods Issue is posted in the system, the inventory of the
to the factory and collects the goods from there.SALES 7.3.1.6 Invoice material
Creationwill reduce and the Delivery will be removed from Pending
MANAGER / AGM
AS IS Business Process: Delivery
TO BE BusinList.
ess Process:
Business Requirement: 3. The system will generate a material document for the goods
Then the Invoice Clerk key in the details of the amended order delivered.
1. The systemAgainst this material
will generate document
the invoice the system
with reference willdelivery
to the generate
in
DIRECTORcase
requisition to generate an invoice which in turn is printed at the the finance document
of delivery relevant where
items. the G/L entries will be shown in
finished goods warehouse. 2. the
Theaccounting
system with document.
the help of internal number range will assign a
Inventory account
number automatically. : credit
Business requirement: FINANCE 3. Accounting entries willdebit
Cost of goods sold : be passed automatically in the system.
Customer account : debit
Gaps: A
Invoice details to be captured from the order requisition Sales account : credit
CREDIT 4.
CONTROLLER The printout of the invoice can be taken directly from the system.
7.3.2.4 Invoice Creation
(Open the Acc)
Gaps: A
AS IS Business Process: TO BE Business Process:

Invoice is Created in the HO/Color studio itself. 1. The system will generate the invoice with reference to the delivery
in case of delivery relevant items.
Business Requirement: 2. The system with the help of internal number range will assign a
number automatically.
3. Accounting entries will be passed automatically in the system.

Customer account : debit

Sales account : credit
4. The printout of the invoice can be taken directly from the system.

Gaps: A
7.3.3 Free Of Charge Order (FOC)

7.3.3.1 Create Sales order

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 BUSINESS BLUEPRINT

AS IS Business Process: TO BE Business Process:

There is no such provision in the current system. 1. The free of charge order will be created whenever goods are given
Free of cost or as Sample.
2. The system will assign a number automatically to the FOC order.
Business Requirement:
3. Document type used for creating sales order will be ZFDO.
As per SAP best practice.
Gaps: A

7.3.3.2 Delivery Creation

AS IS Business Process: TO BE Business Process:

There is no such provision in the current system. 1. FOC delivery will be created with reference to the FOC sales order.
2. The system will automatically assign a number to the FOC delivery.

Business Requirement:
Gaps: A
As per SAP best practice.

7.3.3.3 Post Goods Issue from Plant

AS IS Business Process: TO BE Business Process:

There is no provision in the current system. 1. As soon as Goods Issue is posted in the system, the inventory of the
material will reduce and the Delivery will be removed from Pending
Business requirement: Delivery List.
2. The system will generate a material document for the goods
As per SAP best practice. delivered. Against this material document the system will generate
the finance document where the G/L entries will be shown in the
accounting document.

Gaps: A

7.3.3.4 Invoice Creation

Sales & Distribution – BBP Page 25 of 43

 7.3.4 Customer return order
7.3.4.1 Create return order for customer
AS IS Business Process:
BUSINESS BLUEPRINT
TO BE Business Process:

1. Two types of returns are currently handled in legacy of XYZ. One 1. Return order will be created for customer returned material in SAP
is verified (with ref to Invoice) and other is Non Verified (without system under ZCRE order type.
AS IS Business Process: TO BE Business Process:
ref to Invoice). 2. Returns will always be created with reference to Invoice .
2.No Aseparate
specific order
form containing details
type for FOC salesofinthe return
legacy stocks is prepared
system. 3.1. There is will
Invoice withbe respect
Delivery to
block & Billing
delivery block activated
number will be for all thein the
created
by the TSR and signed by the Area Manager will be submitted to Returns
system.orders.
the Sales
Business Manager. After it is duly authorized by the Sales
requirement: 4.2. This
Internal
Delivery
number
blockwill
needs
be assigned
to be removed
to invoice
before
saved.
creating delivery
Manager and the Business Manager it is sent to the factory along
(Sales Manager/AGM will be authorized to remove this block).
As with the returned
per SAP stocks.
best practice.
5.Gaps: A Note will not be created unless and until Billing block is
Credit
Business Requirement: removed (Director will be authorized to remove this block).
6. Once Billing block is removed Finance dept will be able to create
1. Return order booking to be raised electronically and captured into Credit Note.
the SAP system at the Head office.
7. The system will assign a number to the return order.
2. For Returns AM authorizes at customer point and it is approved by
8. G/L accounts will be updated at the invoice level (after credit memo
Three persons. First by RM, second by FSM and third by SM/AGM.
saved in this case).
Once this is done then only goods are received in the factory .
Gaps: A
7.3.4.2 Return Delivery Creation

AS IS Business Process: TO BE Business Process:

Having physically inspected, the stocks are accepted by the Stores 1. Return delivery will be created in the system with reference to the
Executive by placing his signature on the stock return form. return sales order.
2. The system will assign a number to the return delivery.
Business Requirement:

A copy of the return delivery to be issued to the transport agent as he

delivers the return stock to the factory Gaps: A

7.3.4.3 Post Goods Receipt in Plant

AS IS Business Process: TO BE Business Process:

Having received the return stocks, a Sales Return Note with 3 copies 1. Return goods are accepted in return storage location of individual
is created at the factory and the stocks are kept at the unserviceable distribution plants as soon as goods receipt done.
stock location until due action is taken against them. (The 3 copies 2. The system will create a material document for the goods receipt
include: Customer copy, Finance copy and the Stores copy) done without any account document.

Business Requirement:
Gaps: A
Customer copy to be mailed to the customer
Sales & Distribution – BBP Page 26 of 43
7.3.4.4 Credit Note Creation
 BUSINESS BLUEPRINT

7.3.5 Scrap Sales

7.3.5.1 Order creation

AS IS Business Process: TO BE Business Process:

1. No order is currently created in the system. 1. Scrap sales order will be created in SAP under order type ZSCR.
2. 2. Quotation will be issued to the customer bidding high value for the
3. There are different customers for defected/damaged materials stock but outside SAP.
and expired material food. 3. According to the quotation issued, scrap sales order will be created in
4. Rate is sometimes decided by the management but only FI SAP.
invoice is created in the current system. 4. System will assign an internal number to order. Sales order created
5. No quantity records available since for return also no inbound once will be seen under sales order list.
delivery is made in the system.
6. All records are maintained outside system. Only incoming
payment for scrap sales is shown in trial balance.

Business Requirement:
Gaps: A
As per SAP best practice.

7.3.5.2 Delivery creation

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 BUSINESS BLUEPRINT

AS IS Business Process: TO BE Business Process:

No delivery document is created in current system for scrap sales. 1. Delivery will be created in the system.
2. Internal number will be assigned to system for the delivery created.
3. Delivery note print can be taken from the system.
Business Requirement:

As per SAP best practice. Gaps: A

7.3.5.3 Post goods issue

AS IS Business Process: TO BE Business Process:

Warehouse manager issue the material to customer and send manual 1. It can be done through delivery change mode.
report to accounting for recording revenue. 2. As soon as Goods Issue is posted in the system, the inventory of the
material will reduce from welfare storage location of plant.
3. The system will generate a material document for the goods
Business Requirement: delivered.
4. Against this material document the system will generate the finance
As per SAP best practice.
document where the G/L entries will be shown in the accounting
document.
Inventory account : credit

Cost of goods sold : debit

Gaps: A

7.3.5.4 Invoice

AS IS Business Process: TO BE Business Process:

No invoice is created for sales of scrap material. Accounting 1. Invoice with respect to delivery number will be created in the system.
department records the revenue in FI as per records given by 2. Internal number will be assigned to invoice saved.
warehouse manager. 3. Values will be passed to accounting automatically.
Customer account : debit

Sales account : credit

Sales & Distribution – BBP Page 28 of 43
 BUSINESS BLUEPRINT

Business Requirement: Gaps: A

As per SAP best practice.

7.3.6 Intercompany Sales

7.3.6.1 Order Booking

AS IS Business Process: TO BE Business Process:

NO Intercompany sales in the current system. 1. Specific order type will be used to book sales.
2. The system will assign a number automatically to the sales order.
3. Then MRP is run & a purchase requisition will be generated. After this
Business requirement: the MM module will proceed further with the procurement of the
goods.
As per SAP best practice.
4. If the stock is available in the plant of Group Company, then the plant
is changed manually at the item level.
5. The intercompany price will be entered manually in the same sales
order.

Gaps: A

7.3.6.2 Delivery Creation (pick slip)

AS IS Business Process: TO BE Business Process:

1. The material is despatched from the plant of the other Group
Company.
2. Two copies of the shipment document called as pick slip are
printed. At the time of delivery customer will give one copy duly
signed & stamped.
3. Any down payment to be received as per the payment terms is
received at this stage against a manual invoice created in excel.
Business requirement:
As per SAP best practice.
1. The delivery will be created with reference to the sales order. All the
details get copied from the sales order. The shipping point needs to
be specified along with the sales order number in the initial screen.
2. The system will assign a number automatically to the delivery note.
3. The print out of the delivery note will be the pick slip & no. Of copies
can be printed from the system.
Gaps: A

Sales & Distribution – BBP Page 29 of 43

 BUSINESS BLUEPRINT

7.3.6.3 Post Goods Issue from Plant

AS IS Business Process: TO BE Business Process:

The supply chain department despatches the goods against the 1. As soon as Goods Issue is posted in the system, the inventory of the
shipment. material will reduce and the delivery will be removed from delivery
due list.
2. The system will generate a material document for the goods
Business requirement: delivered. Against this material document the system will generate
the finance document where the G/L entries will be shown in the
accounting document.

As per SAP best practice.

Gaps: A

7.3.6.4 Invoice Creation

AS IS Business Process: TO BE Business Process:

1. For normal sales the invoice is created with reference to the 1. The system will generate the invoice with reference to the delivery.
shipment & sent to the customer. 2. The system will assign a number automatically to the invoice.
2. The G/L posting is done for revenues & other elements. 3. Accounting entries will be passed automatically in the system.
4. The printout of the invoice can be taken directly from the system.

Business requirement:
Gaps: A
As per SAP best practice.

Sales & Distribution – BBP Page 30 of 43

 BUSINESS BLUEPRINT

AS IS FLOW DIAGRAM FOR STANDARD SALES:

SALES REPRESENTATIVE COLLECTS THE ORDERS FROM ALLOCATED DISTRIBUOTRS TO HIM IN A PRI-PRINTED

START FORM WHICH IS CONSIDERED AS CUSTOMER PURCHASE ORDER. HE ASLO MENTIONS REQUIRED DELIVERY DATE
AND OTHER REQUIRED DETAIL FOR SHIPMENT COMPLETION. HE ALSO ENSURES THE STOCK AVAILABLE
AT DISTRIBUTION LOCATION AND IF NOT SUFFICIENT THEN INFORMS HIS SUPERIOR AND THE CUSTOMER
TOO ABOUT THE SAME.
Customer Purchase
Order
SALES REPRESENTATIVE SENDS THE DETAILS RECEIVED FROM DISTRIBUTOR TO SALES MANAGER.SALES
MANAGER PURELY AT HIS DICRETION ALLOCATES THE REQUIRED STOCK AFTER REVISITING THE CREDIT
WORHINESS OF THE CUSTOMER & AVAILABILITY OF STOCKS. AFTER THIS SALES ADMIN CREATES ORDER IN
THE SYSTEM.
Sales Order
HAVING RECEIVED THE PRINTED INVOICE WHICH CARRY 5 COPIES, THE SUPERVISOR AT THE FINISHED GOODS GO
DOWN PEROFMS THE ISSUING OF THE GOODS TO THE TRANSPORT AGENTS. AFTER ISSUING THE GOODS,THE
INVOICE DETAILS ARE POSTED INTO THE SYSTEM TO COMPLETE THE TRANSACTION. FIVE COPIES INCLUDE
CUSTOMER COPY, STORES COPY, DELIVERY COPY, FINANCE COPY & SECURITY COPY(GATE PASS).
Loading Invoice

INVOICE CLERK KEY IN THE DETAILS OF THE AMENDED ORDER REQUISITION TO GENERATE THE INVOICE WHICH IN
TURN IS PRINTED AT THE FINISHED GOODS WAREHOUSE.

Sales Invoice

ACCOUNTING EXECUTIVE MANUALLY KEY IN ALL AMOUNTS IN A SEPARATE SYSTEM MAINTAINED

FOR ACCOUNTING.

Posting To FI

END

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 BUSINESS BLUEPRINT

TO BE PROCESS FLOW DIAGRAM FOR STANDARD SALES

START

PRI-PRINTED
PURCHASE ORDER

SALES ORDER CUSTOMER AGREEMENT

FOR PARTIAL QUANTITY

MATERIAL AVAILABILITY NO
ORDER QTY = CONFIRMED QTY DELIVERY

YES

MATERIAL DOCUMENT
DELIVERY
INVENTORY: CREDIT
COGS: DEBIT

POST GOODS ISSUE

POST GOODS ISSUE

INVOICE

ACCOUNTING DOCUMENT
CUSTOMER: DEBIT
SALES ACCOUNT: CREDIT
REJECTION REASON =UNAVAILABILITY OF STOCK
END CLOSE SALES ORDER (LOST SALES)

Sales & Distribution – BBP Page 32 of 43

 BUSINESS BLUEPRINT

AS IS FLOW DIAGRAM FOR RETURN SALES:

START
SALES REPRESENTATIVE COLLECTS THE DATA OF RETURN GOODS (DEFECTIVE,
EXPIRED, DAMAGED) FROM DISTRIBUTOR AND FORWARD THE DETAILS TO
THE SALES ADMIN.

Return Intimation
HAVING PHYSICALLY INSPECTED THE GOODS, IT IS ACCEPTED BY THE STORES
EXECUTIVE AND SIGNING THE STOCK RETURN FORM. THEN 3 COPIES OF SRN IS

Return Collection in CWH CREATED AT THE FACTORY AND STOCK IS KEPT IN UNSERVICABLE SL.

THESE GOODS ARE THEN SENT for INSPECTION

Inspection
NON EXPIRED AND RETURN GOODS WHICH IS OK IS AGAIN SENT TO FRESH
GOODS STOCK FOR RESALE.
Resale of return but fresh
goods
DAMAGED, DEFECTIVE GOODS ARE SCRAPPED.

Scrapped
BASED ON THE SALES RETURN NOTE, A CREDIT NOTE(USUALLY A JOURNAL
ENTRY) IS RAISED AGAINST THAT PARTICULAR CUSTOMER. THE PRICE AND
DISCOUNT OF INDIVIDUAL STOCK ITEMS ARE MANUALLY MARKED BY THE
Credit memo SALES MANAGER.

END

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 BUSINESS BLUEPRINT

TO BE PROCESS FLOW DIAGRAM FOR RETURN SALES (CUSTOMER RETURN)

START

FINISH STOCK
SALES
REPRESENTATIVE
REPORT OK

CUSTOMER RETURN ORDER QUALITY CHECK

NOT OK
RETURN DELIVERY

SCRAP

POST GOODS RECEIPT

CREDIT MEMO MATERIAL DOCUMENT

INVENTORY: DEBIT
COGS: CREDIT

ACCOUNTING DOCUMENT
CUSTOMER: CREDIT
SALES ACCOUNT: DEBIT END

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 BUSINESS BLUEPRINT

Document Types & Number Ranges:

Document Types & Number Ranges

Number
Sr. No. Transaction Document type From To Internal External
Range Code
1 XYZ Inquiry ZZIN 01 00001 9999 √

2 XYZ Quotation ZZQT 03 10000 19999 √

3 Standard Sales Order ZORD 05 30000000 99999999 √

4 Cash Sales Order ZCSD 07 200000 299999 √

5 Free of Charge(FOC) Sales Order ZFDO 09 300000 399999 √

6 Customer Return Sales Order ZCRE 15 400000 499999 √

7 Scrap Sales Order ZSCR 17 800000 899999 √

8 Standard Invoice ZF2 19 1000000 9999999 √

9 Cash Invoice ZBV 21 900000 999999 √

10 Customer Credit Memo ZCRE 25 100000 199999 √

11 Scrap Invoice ZSCR 27 10000 99999 √

12 XYZ Delivery LF 29 8000000000 9999999999 √

13 Cash Delivery BV 15 75000000 79999999 √

14 Return Delivery LR 31 6000000000 6999999999 √

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 BUSINESS BLUEPRINT

7.4 PRICING:

7.4 Pricing
7.4.1 Price Matrix for Standard Sales
Process Automatic Header/ Changes GL A/C to be
GL A/C to be
Description Pricing Elements Dependent factors /Manual Item allowed/not debited
credited
allowed

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 BUSINESS BLUEPRINT

It is mandatory. Automatic Item Allowed Sales revenue Sales revenue

Price is maintained in the material master
1) XYZ Price in current system.
(ZPR0) This price is charged to the customer
& all other elements are based on this.

2) Discount on % The discount is manually given in the Manual Item Yes Sales deductions Sales deductions
Standard sales document.
basis(ZDIP)
sales Pricing
This is rarely given but provision is Manual Item/ Yes Sales deductions Sales deductions
3) Discount on
given in SAP for future requirements. Header
Fixed value basis
(ZDIV).
It is manual.
Currently NO Freight charged. Manual Item/ Yes Freight Freight
4) Freight(ZFRI) The user will select & key in the amount Header
as per the requirement.

This is automatic as per tax code Automatic Item No V.A.T V.A.T

5) V.A.T. (ZVAT)
effective.
National building tax is charged on net Automatic Item No N.B.T. N.B.T.
value before vat and is automatically
6) N.B.T.(ZNBT)
active through output tax code.

The amount of the condition will be Automatic Item No

7) Cost of Goods
directly picked from the material
(VPRS)
master.
Difference between the discounted Calculated Item No No No
8) Gross Profit
price & the cost of goods.

Pricing Matrix for Standard Sale

Step Conditions Charged on Condition Value

A Sales Price Value

B Discount A %/ FIXED VALUE

C Freight Fixed value

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 BUSINESS BLUEPRINT

D VAT (as applicable) A– B Fixed %

E N.B.T. (National Building Tax) A– B Fixed %

F Total Value (A – B) + C + D + E

7.5 TAXATION:

7.5 Taxation

ID Process Name Process Description Comments/Gaps

3.5.1 Levels There are two type of Tax. These taxes will be incorporated in the pricing procedure of
V.A.T – across all provinces & XYZ with tax conditions mentioned above.
N.B.T. (national building tax).
3.5.2 Tax Classification Customer/Material classification Tax classification of material and customer will be the
responsible factors in deciding taxes determination & will be
maintained in tax determination. There will be only two types
of classification i.e. “0” will indicate no tax & “1” will
indicate full tax.
3.5.3 Tax codes One tax code for output is used for XYZ. Tax codes for calculation of taxes on sales will be codified in
SAP in FI in the consultation with SD. Tax percentage will be
assigned to tax code.
Tax code for output tax will be coded as Z0 and Z1.

7.6 Integration Points:

7.6 Integration Points

Integration Aspects

Sr. No. Process Name FI CO MM QM PP

Master Data Maintenance
Currency setting,
Reconciliation Account,
Maintaining Customer
1 Payment terms, Account
Assignment Group for
Customer

Sales & Distribution – BBP Page 38 of 43


2 Maintaining Materials
3 Inquiry Creation
4 Quotation Creation
5 Sales Order Creation
6 Delivery Creation
7 Post Goods Issue
8 Invoice Creation
Sales & Distribution – BBP
BUSINESS BLUEPRINT
Valuation category, Costing details Procurement data such as
valuation class, procurement type, MRP
valuation type, Account data and purchasing data
assignment group,
Moving average price or
standard price
Inquiry Processing
If totally new item then, new
item to be created.
Quotation Processing
Availability check done
Sales Order Processing & Execution
Requirement is transferred
Availability of material will
depending upon
be checked
customization done.
Delivery
Material availability Check
Accounting document Requirement eliminated
Material document will be
will be generated on
generated through PGI and
the base of material
Inventory is updated.
Document (Cost of
goods sold account Dr.,
Inventory FG account
Cr.)
Billing
Customer A/C Dr & all All sales values,
other elements like discounts, taxes,
revenue, freight, V.A.T charges, freight,
will Cr. are captured from
the Billing
Document.
Customer Complaints
Page 39 of 43
 BUSINESS BLUEPRINT

9 Customer Returns
Cost of goods sold All sales values, On the basis of PGR At the time of post
account Cr & Inventory recoveries, rebate, Inventory is Updated. goods receipt
FG account Dr; commissions, material will be
export benefits, received in return
any accrual storage location. An
expenses like Inspection lot will be
freight, insurances created for return
are captured from material. After
the Billing inspection material
document in will either transferred
negative values to finish material
stock if it’s OK or
material to material
transfer will be done
to convert it in scrap.

10 Credit Memo Customer Account: Cr All credit notes

Sales Discounts Account: posted are also
Dr updated in PA
-customer wise
credits

7.7 Print outs

7.7 Print Outs

Delivery Note
Type of Sale / Stage
Inquiry Quotation Sales Order (Loading Invoice Credit Note
of Sale
advice)

Standard Sales Yes Yes Yes Yes Yes Yes

Return Sales Yes Yes Yes Yes Yes Yes

Note:
ABAP developments will be required to design output formats as desired. It will be considered as a separate development. In above chart there
will be total twelve developments e.g. Quotation, Delivery note, Invoice print & Credit Memo.

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 BUSINESS BLUEPRINT

Key
user is
hereby
reques
ted to
finalise
format
of
above
print
output
s
within
15
days
after
signing
of BBP
docum
ent.

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 BUSINESS BLUEPRINT

7.8 Reports

7.8 Reports
Comments
Sr. No Name Description
(Standard SAP/ABAP/BIW)
Sales Summary Reports
Sales summary reports are nothing but analysis
1 (All location, By location, and per journey Standard
reports in standard SAP for sales.
cycle i.e. per month)
Customer sales report summary and
details, product wise sales reports, Reports can be from analysis reports or invoice
2 Standard
combination of distributor and product list.
sales report

3 Product category wise sales and ratio Material sales analysis. Standard

4 Distributor sales summary Customer sales analysis Standard

5 Sale contribution by products Material sales analysis Standard

6 Sales based product ranking Top notch in material sales analysis Standard

Sales volume (area wise, territory wise, Total sales per area, per territory, per distributor.
7 Standard
customer wise)

8 Sales volume by months Monthly invoice summary report Standard

9 Sales summary only quantity (category) Invoice summary report Standard

Sales volume sales representative wise,

10 Sales summary area wise Standard
supervisor wise, ASM wise

11 Market returns summary details Return summary report Standard

Market return product wise, product

12 Detail returns report Standard
category wise, Distributor product wise

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 BUSINESS BLUEPRINT

13 Market returns territory wise Territory wise reports Standard

14 Market return product (sales/ratio) Return summary report Standard

15 Market returns Distributor (sales/ratio) Return summary report Standard

Lost sales report (product wise, distributor

16 Return summary report Standard
wise, product and quantity)

17 Credit note summary Invoice report Standard

18 Sales History by Product Group, Executive Material Sales Analysis ABAP Development
wise

Note : To track the Secondary sales(Redistribution process) and Reports based on it, there is a major ABAP development.

7.9 SD List of users:

Sr. No. Key/Functional users E-Mail Id

1 Mr. XYZ xyz@abc.com

Sales & Distribution – BBP Page 43 of 43