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Roadmap

Introduction
Organization Structures
Master Data
Sales
Shipping
Billing
Business Processes
Reporting
R/3
Central Repository
of Information
FI
Financial
Accounting
CO
Controlling
AM
Fixed Assets
Mgmt..
PS
Project
System
WF
Workflow
IS
Industry
Solutions
MM
Materials
Mgmt..
HR
Human
Resources
SD
Sales &
Distribution
PP
Production
Planning
QM
Quality
Manage-
ment
PM
Plant Main-
tenance
Order Mgmt.
Shipping / Transportation
Billing / Invoicing
Sales Support
Sales Information
MRP
Purchasing
Goods Movements
Invoice Verification
Inventory Mgmt
Warehouse Mgmt.
Vendor Evaluation
Purchasing Information
Sales Planning (SOP)
Production Planning
MRP/MRP2
Forecasting
Capacity Planning
Production Activity
Costing
Project Management
Quality Planning
Quality Inspection
Quality Control
Quality Documentation
Quality Information
Maintenance & Inspection
Planning
Processing of plant Maint.
orders
Mgmt.of completion
confirmations
History Mgmt.
Plant Maintenance Info.
Payroll Workforce Planning
Time Mgmt. Training Admin.
Travel Expense Actg. Organization Mgmt.
Benefits Personnel Planning
Recruitment Personnel Admin.
Result of the ICOEs
Industry specific
functionality
Automate Business
Processes
Supports all Modules
Funds Mgmt.
Resource Mgmt.
Quality Control
Time Mgmt.
Technical Asset. Mgmt.
Investment Control
Traditional Asset Actg.
Investment Mgmt.
Cost Element Actg..
Cost Center Actg.
Activity Based Costing
Activities & Services
Costing
Order and Project Actg.
General Ledger
Accounts Receivable
Accounts Payable
Cash Management
Financial Controlling
Consolidation
Financial Assets Mgmt.
Inter-company Accounting
Foreign Currencies & Taxation
Sales
Shipping
Billing
Master
Data
Foreign
Trade
Sales Info
System
Transportation
Sales
Support
SDWhat for art thou?
Nerve center for
customer order
management
Highly customizable
Support for simple and
complex pricing
Integrated ATP
Integrated credit
management
Business functionality
Inquiries & Quotes
Sales Orders
Returns
Contracts & Scheduling
Agreements
Consignment
Rush Orders & Cash Sales
Back Orders & Subsequent
Deliveries
Credit & Debit Memo
Requests
Sales
Shipping
Outbound Logistics
Picking, Packing & Inventory management
Generate Shipping Documents
Returns Deliveries & Stock Transfer
Process management through work lists
and deadlines
Billing
Invoicing automated or manual
Comprehensive set of billing functions
Linked documents e.g. invoice &
credit memo
Real-time integration with FI
Pricing / Re-pricing functionality
Master Data
Detailed information and functionality
defined for customers, materials and
pricing
Flexible data structures that support the
business environment
Specialized master data to support sales
order processing
S I S
Flexible tool that allows you to collect,
consolidate, and utilize data from sales
and distribution processing
A component of the Logistics
Information System (LIS)
Transportation
Transportation Management
Transport Routes legs and transit time
Deadline management critical dates
Shipment monitoring actual dates vs.
planned dates
Transportation Scheduling coordinating
transportation to shipping schedule
Computer-Aided Sales / Sales
Support
Provides the functionality to support the staff
involved in business development and
customer service processes
Primary functions
Sales Prospects
Contact Persons
Competitors & Competitive Products
Sales Activities
Direct Marketing
Foreign Trade
Scaled export control: country, customer,
product, point in time
Export license management
Supported by comprehensive master data:
embargo/boycott, Table of Denial, etc.
Facility for standard government reporting
NAFTA, EU
Integrated in Sales and Shipping functionality
SD Document Flow and System
Integration
Sales
Shipping
Billing
Transport Delivery
Debit
Memo
Credit
Memo
Invoice
Sales
Order
Returns
Scheduling
Agreement
Subsequent
Delv. Free of
Charge
Rush
Order
Contract
Inquiry
Quotation
Sales
Activities
SI
S
CAS
M
M
FI
Client
Chart of
Accounts
Credit
Control Area
Control
Area
Distribution
Channel
Division
Sales
Organization
Sales
Office
Sales
Group
Shipping
Point
Loading
Point
Company
Business
Area
Purchasing
Org.
Purchasing
Group
Plant
Storage
Location
Transportation
Planning Pt.
Sales Area
SAP Organization Structure
Sales
Distribution Channel
Direct
Distribution Channel
Wholesale
Division
Puzzles
Sales Organization
Puzzles
Division
Video Games
Distribution Channel
Direct
Sales Organization
Electronic
Company Code
Game Keeper
Company
Sales
Organization 1
Sales
Organization 2
Distribution
Channel I
Division B
Division A
Division C
Division B
Division A
Division C
Distribution
Channel II
Division B
Division A
Division B
Division C
Sales
Internal Sales
Sales Group
Northeast
Sales Group
Atlantic
Sales Office
Eastern
Sales Group
Mid-South
Sales Group
South
Sales Office
Southern
Sales Group
Rocky Mtns
Sales Group
West Coast
Sales Office
Western
Sales Area
(Game Keeper;
Direct ;
Puzzles)
Shipping and Transportation
Loading Pt
Docks 1 - 4
Loading Pt
Docks 5 & 6
Shipping Pt
Freight Dock
Loading Pt
Dock 1
Shipping Pt
Express
Plant
Transportation Planning Pt
Shipping & Traffic Office
Exercises
Create User Parameters
Assign an organization structure to a
parameter value. The system will copy
these parameters into the fields of
transaction documents.
Partner
Functions
Sold-to
Ship-to
Bill-to
Payer
Sales Employee
Credit Mgr.
Carrier
Contacts
Business Partners
Account
Groups
Sold-to
Ship-to
Bill-to
Payer
Sales Employee
One-time
Customer
Etc.
Definable
Account Groups
General Data
Sales &
Distribution Data
Company Code
Data
Sales
Shipping
Billing
Output
Partner functions
Account Mgmt.
Payment Transactions
Correspondence
Insurance
Address
Control
Marketing
Unloading Point
Foreign Trade
Contact Persons
Customer Master
Ship-to #: 123 Bill-to #: 123
Ship-to #: 234 Bill-to #: 654
Ship-to #: 393 Payer #: 123
Sold-to #: 123
Company Code: CC
Sales Area: SO-A, DC-A, Div-A
Example 1 Example 2
Business Partners, cont.
Ship-to #: 123
Bill-to #: 123
Payer #: 123
Sold-to #: 123
Company Code: CC
Sales Area: SO-A, DC-A, Div-A
Ship-to #: 123
Ship-to #: 234
Ship-to #: 393
Bill-to #: 123
Bill-to #: 654
Payer #: 123
Sales Area: SO-A, DC-A, Div-A
Ship-to #: 123
Ship-to #: 393
Bill-to #: 123
Payer #: 123
Sales Area: SO-A, DC-A, Div-B
Sold-to #: 123
Company Code: CC
Example 3
Business Partners, cont.
Exercises
Create customers
(sold-to) master records
Create a Ship-to Partner
Assign the Ship-To Partner to a Sold-To
Partner
Sales Area Data

Delivering plant
Sales texts
Sales unit of measure
Shipping data
Pricing groups
General Data

Material number & type
Description
Unit of measure
Weight / Volume
Division
Plant Specific Data

MRP Profile
Production
Accounting / Costing
Export data
Storage Location Data

Storage Conditions
Temperature Conditions
Material Master
Material Master
Organization Structure
Relationship
Material# : 1090
Description: Mt. Rushmore
Distribution
Channel
Sales
Organization
Plant
Storage
Location
Material Master
Stock (Inventory) Overview
Exercises
Create sales views for materials
(sold-to) master records
Check the stock level (inventory)

Material
Price list
Customer specific
Other



Federal
State
County
Local
Other



Incoterms
Other

Customer
Material
Price group
Mat. Pricing group
Customer/material
Cust./matl. pr. group
Price group / material
Price grp./mat. pr. Grp
Free Goods
(Internal & External)
Other
Discounts &
Surcharges
Prices
Taxes
Freight
Pricing
Sales Org. Dist.Ch. Customer Material
US01 WH 123678 MAT-12
Validity Period
Valid from: 01/01/98
Valid to : 12/31/2001
Scale quantity UoM Rate Unit By Uom
100 ea 9.00 USD 1 ea
From 1 ea 10.00 USD 1 ea
1000 ea 7.50 USD 1 ea
Pricing Scales
Exercises
Create material prices
Create a customer specific material
price
Create a customer specific discount
Business Documents
SD Document Types
Consignment Inquiry
Quotation Contract
Returns Sales Order
Scheduling
Agreement
Rush Order
Returnable
Packaging
Cash Sale
Debit/Credit
Memo Request
Delivery Free of
Charge
Header
Line item
Line Item
Schedule line
Schedule line
Schedule line
Business data
Pricing
Partner
Output
Texts
P.O. data
Sales area data
Material (product)
Quantity
Alt. Ship-to
Pricing
Business data
Delivery date
Quantity
Shipping data
Procurement data
Partial delivery data
Structure of Sales Documents
Features in functionality...
Information in Sales
Documents
Exercises
Create a sales order
Challenge
View header business data
View order with different Overview tabs
View item pricing
Change the delivery date
(hint: use fast change of functionality)
SD Document Flow and System
Integration
Sales
Shipping
Billing
Transport Delivery
Debit
Memo
Credit
Memo
Invoice
Sales
Order
Returns
Scheduling
Agreement
Subsequent
Delv. Free of
Charge
Rush
Order
Contract
Inquiry
Quotation
Sales
Activities
SI
S
CAS
M
M
FI
Inquiry
Quotation
Exercises
Create an inquiry
Create a quotation
Challenge
View item business data
Create header and item texts
SD Document Flow and System
Integration
Sales
Shipping
Billing
Transport Delivery
Debit
Memo
Credit
Memo
Invoice
Sales
Order
Returns
Scheduling
Agreement
Subsequent
Delv. Free of
Charge
Rush
Order
Contract
Inquiry
Quotation
Sales
Activities
SI
S
CAS
M
M
FI
Contracts
Contract
Sold-to : ABC Company Valid from : 05/01/1998
Valid to : 04/30/1999
Material Qty Description
PUZ-001 10000 Grand Canyon, 24x18, 2000 pc
Release Order

Release Order

Contracts
Scheduling Agreements
Scheduling Agreement
Sold-to : ABC Company Valid from : 05/01/1998
Valid to : 12/31/1998
Dlv. Date Qty
Material Qty Description
PUZ-002 1200 Mt. Rushmore, 24x18, 2000 pc
Schedule Lines
10/1/1998 600
8/1/1998 300
6/1/1998 300
Delivery
6/1/1998
Delivery
8/1/1998
Delivery
10/1/1998
Scheduling Agreements
Scheduling Agreements
Exercises
Create a contract
Create a scheduling agreement
Creating New Documents By
Referencing Existing
Documents
Inquiry
Quotation
Order Order
Quotation
Contract
Exercises
Create a sales order referencing a
quotation
Create a sales order referencing a
contract
Challenge
Check the contract to see how the
referencing sales order impacted the
quantities
Document
Flow
Credit
Management
Pricing
Availability
Check
Delivery
Scheduling
Requirements
Transfer
Sales Processing Functions
Credit Management
Credit master data for customer
(FI & SD)
Customer ABC Co.
Credit Risk Medium
Credit Limit $300,000
Credit Limit Used $225,000
Create Sales Order
Customer ABC Co.
Net Amount $100,000

System Functions
Sales order credit block
R/Mail to credit mgr., etc.
No transfer of requirements

Change Sales Order
Credit block
Reserve ATP inventory

Credit Issue Resolved
Document Flow
Document Flow
Order Processing Functionality
Availability check & Transfer of
requirements to MRP
mutual dependence
delivery options: one-time, proposal
Pricing
Credit check
Shipping point & route determination
Foreign trade & license processing
Delivery
Scheduling
Requirements
Transfer
Availability
Check
Key Sales Functionality
Delivery Scheduling
Determines whether the customers
requested delivery date can be met or if
a new delivery date must be calculated.
Automated scheduling of essential
shipping activities
Backward Scheduling
Availability
Check
Transit
time

Sales
Order
Date
Material
Availability
Date
Requested
Delivery
Date
Transportation
Scheduling
Date
Loading
Date
Goods
Issue
Date

Loading
time

Pick / Pack
time
Transport.
Lead time

Forward Scheduling
Sales
Order
Date
Material
Availability
Date
Requested
Delivery
Date
New
Material
Availability
Date
Confirmed
Delivery
Date
Backward
Scheduling
Availability
Check
Revised
Delivery
Schedule



Availability Check
Integrated with Delivery Scheduling to
confirm inventory for the material
availability date for an item
Evaluates the complete scope of
inventory, including all inward and
outward movement of goods
Proposes delivery options
Integrated with Backorder Processing
Availability Check
Scope of Check
Inventory
Inbound
Planned orders
Production orders
Purchase reqs.
Purchase orders
Replenishment lead
time
Outbound
Sales reqmts.
Delivery reqmts.
Reservations
Dependent reqmts.
Unrestricted
stock
Quality check
Safety stock
In transit
Other plants
Availability Check
Availability Check
Availability Check
Availability Check
Complete delivery on requested
date
Time
100
200
300
Order Qty : 125
Material Availability Date
Delivery Date
Order Date
Availability Check
Complete quantity on a later
date
Time
100
200
300
Order Qty : 250
New Mat. Avail. Date
Orig. Delivery Date
Orig. Mat. Avail. Date
New Delivery Date
Order Date
Availability Check
Partial Deliveries
Time
100
200
300
Order Qty : 250
Addl Mat. Avail. Date
Orig. Delivery Date
Orig. Mat. Avail. Date
Addl Delivery Date
Order Date
Transfer of Requirements
Header
Line item
Line Item
Schedule line
Schedule line
Schedule line
Schedule line
determines whether:
Availability Check is carried
out
Requirements are
transferred to MRP

Transfer of Requirements
Foreign Trade &
License Processing
Predefined trade areas NAFTA
Automated reporting for trade areas
Automated export control
license management
embargo lists
control by customer, country, product,
point in time
Sales functionality that is enhanced by specialized master data
Tools for simplifying, expediting and customizing sales
related data entry

Product Proposals
Material
Listing/Exclusion
Customer/Material
Info Record
Material
Determination
Sales Tools
Customer Master
101
3579
966
ABC Co.
The Mart
Big Guy Inc.
Sales Order #1000
Sales Order #1001
Sales Order #1002
Product Proposal
10 Material Qty
20 Material Qty
30 Material Qty
PP-1 Product Proposal
10 Material Qty
20 Material Qty
30 Material Qty
PP-5
Product Proposal
Matl-1 Mt. Rushmore ABC-P-1
Matl-2 Grand Canyon ABC-P-14
Matl-3 Golden Gate Bridge ABC-P-7

Sold-to Party: ABC Co.
Valid from : 03/01/1998
Valid to : 12/31/9999
Material Description Customer
Number
Customer-Material Info Record
Material Listing
Material
Matl-1
Matl-2
Matl-3
Matl-2
Matl-2
Customer
278
278
278
7784
45
Material Exclusion
Material
Matl-1
Matl-2
Matl-3
Matl-2
Matl-1
Customer
19
19
3400
3400
45
Sales Order
Sold-to Party: 278
10 Matl-1 100
20 Matl-4 100
Material Listing / Exclusion
Material Determination
a.k.a. Material Substitution
Sales Order
Sold-to Party: 278
10 Matl-1 100
Matl-1x
Matl-1 Mt. Rushmore Matl-1x Ea 0005
Matl-2 Grand Canyon Matl-2x Ea 0005


Valid from : 03/01/1998
Valid to : 12/31/1999
Proposed reason: 0005 Automatic
MatEntered Description Material UoM Reason
Exercises
Create a Customer-Material Info. Record
Create a Product Proposal
Assign the Product Proposal to a customer
master record
Create a Sales Order Referencing a Product
Proposal
Create a Sales Order Using Customer-Material
Info. Record
Shipping Features
Flexible processing functionality to
support shipping/delivery functions

Scheduling/Planning supported through work lists and
deadline monitoring
Tightly integrated to MM, FI, SD and WM

Picking
Packing
Goods Issue
Transportation
Foreign Trade
Cancel Goods Issue
Types of Deliveries
Complete
Delivery
Partial
Delivery
Order
Combination
Order
Delivery
Order
Delivery
Delivery
Delivery
Order
Delivery
Order
Order
Processing Deliveries
Shipping Point
Picking Packing
Post
Goods
Issue
Delivery
Note
Pick list
Packing list
Bill of lading
Labels
Outputs
Status
Status
Overall
Picking
Picking Confirmation
Packing
Goods Movement
Delivery Due List
Delivery
Delivery
without
Reference
Returns Delivery
Transfer Order
Delivery Document Processing
Order
Delivery
Creating a Delivery
Manual delivery creation
One-to-one with an order
Provides greatest flexibility
Process complete or partial deliveries
Delivery
Order
Order
Order
Order
Order
Delivery
Delivery
Delivery
Delivery Due List
Generates a work list of deliveries
Processes deliveries and material transfers
Can be scheduled to run in batch
Automatically combines deliveries
Delivery Due List
Delivery Due List
Picking
Packing
Post Goods Issue
General Ledger (FI)
CGS
750
Inventory
750
D
e
l
I
v
e
r
y
Picking
Packing
Post Goods
Issue
Status & Schedule lines
updated
Sales Order(SD)
Inventory level updated -
Goods Issue
Inventory (MM)
Overall: Completed
Picking: Completed
Packing: Completed
Goods issue: Completed
Delivery Status
Exercises
Process deliveries using the Delivery Due List
Complete the delivery process
Cancel PGI (Remember to un-cancel!)
Challenge
Look at one of the orders, that has been
delivered, check the:
Schedule line(s)
Header & item status
Billing Overview
Automated invoicing relative to sales
orders or deliveries and date based
billing
Robust pricing capability
Functionality for credit and debit
memos and rebate processing
Integration with Financials and credit
management
Billing Methods
Delivery
Order
Delivery
Invoice
Delivery
Order
Collective
Invoice
Order
Delivery
Invoice
Invoice
Invoice
Split
Order
Single
Invoice
Delivery
Order
Invoice
Invoice
Billing Due List Individual / Manual
Creates a single invoice
from an order or delivery

Generates a billing list from
eligible documents
(deliveries/orders) based on
selection criteria
Billing Document Processing
Billing Document Processing
Individual Billing
Billing Document Processing
Billing Due List
Billing Document Processing
Billing Due List
Billing - Postings
Sales
4500
A/R recon.
4300
Customer
4300
General Ledger
Discount
200
Billing Plans
Billing Schedule Accumulated amount for a
defined billing period
Periodic Billing evenly proportioned
amounts billed on a defined payment
schedule. Installment amounts are
calculated automatically
Resource related consumed resources such
as services or make-to-order production
Milestone Billing Distributing the total
amount over multiple billing dates
Exercises
Process Invoices Using the Billing Due
List
Challenge
Look at one of the orders, that has been
delivered, check the:
Header & item status
View the Billing items and Accounting
documents of any of the billing documents
Sales Shipping Billing
Invoice
Delivery
Sales
Order

Credit
Memo
Request
Debit
Memo
Request
Credit
Memo
Debit
Memo
Credit/Debit Memo Processing
Customer Return
Sales
Order
Credit
Memo
Return
(Create)
Delivery
(Returns)
Delivery
Return
(Remove
billing
block)
Sales Shipping Sales Billing
Invoice
Delivery
(2)
Delivery
(1)
Consignment
Fill-up

Consignment
Issue
(Inventory at
customer)

Sales Shipping Billing
Consignment
Sales Sales Shipping
Delivery
Sales
Order

Free of
Charge
Delivery
Free of
Charge
Delivery
Delivery
Delivery
1
2
Free of Charge Delivery
Exercises
Process a Customer Return
Create a Return Document
Complete the Return Delivery
Issue a Credit

Exercises
Complete a Sales Business cycle
Use your skills to walk through a sales
cycle Quotation to Billing

SD Output & Reporting
Sales Activities
Sales Letters
Sales Activities &
Sales Summary
Direct Mailing
C A S
Inquiry Conf.
Quotation
Order Ack.
Contract
Credit Alert
Receipt
SALES
Delivery Note
Picking List
Packing List
Bill of Lading
SHIPPING
Export Docs.
Bill of Loading
TRANSPORT
Invoice
Invoice List
Credit Memo
Debit Memo
BILLING
Sales & Distribution
Output Media
FAX
Printed
Documents
Email
EDI
Workflow
Internet
SD
Document
Sales Information System
Flexible information system designed to
support business planning, forecasting
and reporting
Pre-defined catalog of performance
measures and reports
On-demand access to reports and
exceptions
Data maintained in a separate database
Data Flow & Functionality
Transaction
Information
SIS

L I S
Data
Warehouse
Analysis
(Reporting)
Planning
Early Warning
Reporting Tools
Value display - absolute or percentage
Top N - top 10, top 100, etc.
Sorting - ascending or descending
ABC
Classification
Graphics - 2D, 3D
Reporting Tools
Standard Analysis
6 Pre-defined drill-down reports
Customer
Material
Sales Organization
Shipping Point
Sales Employee
Sales Office
Customer Analysis
Sold-to party
Period
Sales Organization
Distribution Channel
Division
Material
Customer Analysis
Material Analysis
Material
Period
Sales Organization
Distribution Channel
Sales Organization Analysis
Sales Organization
Period
Distribution Channel
Division
Sales District
Sold-to Party
Material
Shipping Point Analysis
Shipping Point
Period
Route
Forwarding Agent
Destination Country
Sales Employee Analysis
Sales Employee
Period
Sales Organization
Distribution Channel
Division
Sold-to Party
Material
Sales Office Analysis
Sales Office
Period
Sales Organization
Distribution Channel
Division
Sales Group
Accessing More SIS Reports
Exercises
Review the information collected by SIS
Have some fun and play with the
different reports, functions and graphics

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