Wiley Configuring SAP ERP Sales and Distribution
Contents
1. Field Description for Batch Input v E Aonscaion neo Technica formation 3 E SEHE AEH Hea GL Screen Number 40L e7 Navigare Clicking the Technical Information button at the bottom of the Help screen gives you more technical data about this field such as the table name VBAK and field name NETWR where the data in this field is stored We will discuss the technical topics such as database tables in the next section of this chapter SAP Help is also available on the Web at http help sap com SAP also releases notes on its Online Service Marketplace website at https support sap com support You will need login information from SAP to access this website In this book we have provided reference to such notes also called OSS notes where applicable Database Tables During the discussion on sales cycle you saw several transaction screens Users access and enter data in the system using transaction codes In the background all this data is stored in database tables As you learn more about configuration it will be very helpful to understand and know how to access records from the database tables 16 CHAPTER1 TABLE 1 1 INTRODUCTION TO SALES AND DISTRIBUTION The first step is to know the important table names at least the names of the tables commonly used in the SD application Table 1 1 lists some of the most important tables Once again for convenience of understandi2. CHAPTER Introduction to Sales and Distribution L dildVH elcome to the world of SAP Sales and Distribution In this chapter we will start with the basics about the SAP ERP system We will discuss the various application areas and how they are structured You will see that there are different menus offered to end users who have to run transactions and administrators who configure or set up the system We will introduce some basic transactions that you will need to know before you proceed with the rest of the book Sales and Distribution SD is one of the most important application areas in the SAP ERP system In this chapter we will explain how a general sales cycle is carried out in SAP We will also give you an idea of how this book is structured Introduction to SAP SAP is one of the most popular enterprise resource planning ERP solutions in the world It offers an integrated system that supports major business functions such as sales production and financial accounting Over the years SAP has been enhanced and new versions have been released The older SAP R 3 has now devel oped into the SAP ERP system on which we have based this book The latest version of SAP ERP at this time is ERP Central Component Release 6 0 often referred to as ECC 6 0 It consists of several application components closely integrated with one another SD is one of these application components When any organization looks to implement SAP
3. quantities You ll use master data at every step of the transaction Data about your regular custom ers or the products and services offered are examples of master data You have to maintain the repository of master data before using it in transactions To learn more about master data setup refer to Chapter 3 Master Data in SD From the overview screen of a sales order you can branch out to different screens to get into various aspects of the process such as pricing and availability dates To navigate between screens you can click the tabs that appear on the page An alter native way is to use the Goto menu at the top of the screen It lists all the detail tabs at the header and item levels For example if you want to know all the partner functions associated with the sales transaction you can select Goto gt Header gt Partner As shown in Figure 1 5 this tab lists all the partners such as the sold to party ship to party bill to party and payer for this order If you have different partners at each line item level you can specify them on the Partners tab which you can reach by selecting Goto gt Item gt Partner FIGURE 1 5 Sales order Header Data Partners tab Sales document Edit Goto Extras Environment System Help eo Create Standard Order Header Data lelle Standard Order Purchase order no Sold to party 22028 Music Shoppe Phoen AZ Ho T jze028 C jse027 Music Stor
4. 25
5. 7 Sales order Item Data Conditions tab Create Standard Order Item Data na gt or it l e a Sales Document item 10 Remcategory TAN Standard tem Matorial 1628 gt Acoustic Gutar EX43 ajoja Qty 1 Ea Net 1 172 30 USD Tox SSS L qPRGO Price 1 234 08 USD 1EA 1 234 00 USD 16A 1EA 0 00 D a rosa Vak 1 234 08 USD 1FA 1 234 00 USD 16A 1FA 9 00 p z azena tomerMassrial 5 008 61 70 U5D 8 e 9 00 m J sourt Amount 62 70 U50 1EA 61 70 USD 16a 1EA 9 00 o an pate Base 1 172 30 USD 1EA 1 172 30 USD 16A 1EA 9 00 o vet Valve for ern 1 172 30 USD 1EA 1 172 30 USD 16A 1EA 0 00 m J 1 172 30 USD 1FA 1 272 38 USD 5A 1FA 9 00 0 ail iat Valie 2 1 172 38 USD 1EA 1 272 38 USD 15a 1EA 9 00 m nE jet Valie 3 1 172 30 USD 1EA 1 172 38 USD 16a 1EA 9 00 o aazam Down Pay Settoment 9 90 USD 9 40 USD a e 9 90 o anst fOutput Tax 4 208 9 48 USD a e 9 00 m ronal 1 172 38 USD 1FA 1 272 38 USD 5A 1A 9 00 Oo a askto h Discount 3 000 35 17 USD a e 9 00 4 z 0 E y SEE r Condition rec BB Anaivsis Availability check controls how product availability is checked and the date on which you can commit the delivery to the customer As shown in Figure 1 8 as soon as you enter a material in the sales order the system can be configured to carry out an availability check and display the earliest date on which this product can be delivered Ina sales order yo
6. Maintain entries Selection Criteria MANAGING CUSTOMIZATION CHANGES 21 ABAP Dictionary FIGURE 1 18 While we are on the subject of tables and fields we ll talk about another transac tion code that you should know about It is technical in nature but it will help you understand the underlying structure of the tables we discussed earlier To access this transaction the path is as follows SAP Menu gt Tools gt ABAP Workbench gt Development gt ABAP Dictionary SE11 Figure 1 18 shows the Dictionary Display Table view for VBAK As shown it includes the details such as field names data elements data type length of field and other technical attributes Dictionary Display Table view Dictionary Display Table Baa AE al 1 Es EA amA Eli Technical Settings Indexes Append Structure Transp Table VBAK Active Short Description Sales Document Header Data ea ed Cet ie es ied A Srch Help Predefined Type trys Eoo re i Date on Which Record Was Created Entry time Name of Person who Created the Object Quotationinquiry is vald from Date unti which did quotation is binding valid to date Document Date Date Received Sent SD document category Transaction group Sales Document Type Order reason reason for the business transaction Guerantee date Collective number SD Delivery block document header Biling b
7. TO SALES AND DISTRIBUTION FIGURE 1 15 Data Browser record display Table Entry Edit Goto Settings Environment System Help A 1BICQA BHH anaa Table VBAK Display check Table 800 s 5 Document 12369 Created on 09 24 2009 Time 18 33 27 Created by STUDENT181 Valid from ANGDT Valid to BNDOT Document Date 9 24 2009 Document cat a Transact group 9 Sales Doc Type OR Order reason Begin guarantee Collective no Delivery block Billing block Net value 1 708 10 Doc Currency USD Sales Org 9090 Distr Channel 97 Division 99 Sales Group Sales Office Business Area Business area Valid from GUEBG On the selection screen you can change or add more selection parameters if the standard list does not meet your requirements From the menu on the top of the screen select Settings gt Fields For Selection Then from the list of fields select the ones you need to be displayed as selection criteria You can use Settings gt User Parameters to control the display Figure 1 16 This lets you choose to view the results in a standard list format or an ALV grid format Also note the Keyword tab Each field in the database table has a field label a mean ingful description and a field name a technical name You can choose either mode of display To understand the difference between a field label and a field name compare Figure 1 15 with Figure 1 17 They both show records from table VBAK for the sales orde
8. complex and diverse In each chapter we will cover the complex variations as well Getting Help At this stage we ll discuss the resources available to you if you are in the middle of a transaction and need to know more about any of the fields appearing on the screen From the transaction screen you can get further details about a field by pressing the F1 key the shortcut key for accessing Help or by clicking the Help icon For example in the sales order create transaction VAO1 if you need further infor mation about the Net Worth field you can access Help As shown in Figure 1 13 the Help screen gives you more information about the field In some cases it also pro vides further links to learn more about some related important terms DATABASE TABLES FIGURE 1 13 Using Help aoo M2E 1 800 Sales document Ect Goto Extras Environment System Help e s dWS AM SGe BAR onna Display Standard Order 12369 Overview Fokelor ee Standard Order 12369 Net value 1 708 10 Uso Soid to party 19028 Musie Stioeee Proanke AZ Bl Sho top O O O Help Display Standard Order 12369 Overview EH Net Value of the Salas Order in Document Currency Program Name The total volve of all itens in the S USSU SEURNERE ofter any discounts Scanner ond surchorges are token into account The value is expressed in the Program Name Status Field Table Name Field Name NETWR Data Dement NETRAK O DE Supplement g
9. how they relate to each other This will help you understand the concepts better Easy Access Menu After you log on to SAP the first screen that greets you is the SAP Easy Access menu Figure 1 1 FIGURE 1 1 SAP Easy Access menu Menu Edit Favorites Extras System Help g 18 CQA DAR anaa SAP Easy Access BESA va D Favorites T YSAP menu D Office D 4Cross Appication Components D Collaboration Projects D QLogistcs D Accounting D Human Resources D information Systems D Toots You can customize this menu based on your role in the organization Specifically you can arrange processes and transactions that you require for easy access and you can omit other transactions that you never use from the list Users can access transactions and run reports from this menu However they can not carry out administrative functions from here Those functions will be covered in the Customizing menu that we will discuss soon CHAPTER 1 INTRODUCTION TO SALES AND DISTRIBUTION SAP ERP offers several business applications As you can see the major application areas in this menu are Accounting Human Resources and Logistics Accounting Ifyou drill down this menu you will find diverse applications listed Some of them are for financial accounting controlling FI CO financial supply chain management and Project Systems PS Human Resources All the applications related to human resources management are grouped her
10. D DISTRIBUTION Again you will observe that all the critical data is copied over from the reference document We mentioned the areas of pricing outputs and text in the context of sales docu ments These also appear in the subsequent documents such as deliveries and billing documents Chapter 9 Billing focuses exclusively on billing documents After a billing document is created it is released to accounting This updates all the relevant general ledger accounts with the transaction amounts This is the interface between SAP s SD and FI CO applications Some organizations require that billing the customer and updating the revenue books should occur at different times The revenue recognition functionality helps you meet these requirements The settings for account assignment and revenue recognition are carried out within the SD module Hence it is important to know how they are controlled and deter mined Chapter 10 Account Assignment and Revenue Recognition will help pro vide this perspective Credit management material determination serial numbers and batch manage ment are some of the other topics that are covered in Chapters 11 to 13 The final chapter in this book is Chapter 14 Advanced Techniques It covers some of the more sophisticated tools and techniques offered by SAP This outline of a simple sales cycle should help you perceive the overall structure of the book The actual processes can be very
11. ERP it first studies its business processes and decides on the ones that are to be mapped in SAP Based on this it can select the application components that are relevant For example a manufactur ing organization may require a different set of applications than a service provider or a trading company The Sales and Distribution application caters to the business processes associated with customer order fulfillment SD has several components offering diverse func tionality For example there are components for pricing which control how prices and costs are determined in a sales transaction availability check that control how product stocks are allocated to orders from various customers and credit manage ment that check the credit worthiness of the customer before a transaction is per mitted Again you have to select which processes are applicable to you In an integrated system each application has to mesh with other related applica tions to ensure continuity and consistency This is one of the strong points of the SD application FIRST STEPS IN SAP Next we ll cover the first steps in accessing SAP As we go through the application in this book we will discuss each step in further detail First Steps in SAP We ll now discuss some of the basic menus screens and transactions that you need to know when you log on to SAP As we go along we will also discuss the various features and applications that appear on each screen and
12. K902865 x Customizing request Short Description kaps iE ovm Requese i 3e The data related to the change is stored in the transport request This helps in con trolling and tracking the change The transport request can be moved from one system to another so that the same change is carried out in other systems Changes made in the customizing domain are captured in a separate class of transport requests called customizing requests Changes to ABAP programs are stored in workbench requests As shown in Figure 1 21 you can drill down a transport request number to see the customizing tasks that you have performed and the tables that have been affected by the change FIGURE 1 21 Transport request details You can include objects of this type in Customizing requests D only EI L G Modifiable E M2EK902865 800 STUDENT181 kaps lites M2EK9 2866 STUDENT181 Customizing Task fa 5 gt IMG Activity Use Sales Employee Without HR C Table Contents TO01P T501T T5027 1503 1503T 1516T C A O a 24 CHAPTER 1 INTRODUCTION TO SALES AND DISTRIBUTION CASE STUDY OVERVIEW GALAXY MUSICAL INSTRUMENTS Throughout this book we will use a case study of a fictitious company called Galaxy Musical Instruments which is a trading company that deals in musical instruments as well as related media and accessories Galaxy has operations in the United States and Mexico Its main dist
13. an undesirable effect on the processes you can reverse it at any time This ensures that the production system remains safe from unwanted changes A useful transaction for checking and updating transport requests is SE10 The menu path is SAP Menu gt Tools gt Customizing gt IMG gt Transport Organizer Extended View As shown in Figure 1 22 you can enter the user ID and check all the transport requests created by that user This transaction is also used to release the transport requests that are ready to be moved to other systems SUMMARY FIGURE 1 22 Transport Organizer screen Transport Organizer meag User GALAXY1 Request Type C Customizing Requests C Workbench Requests CO Transport of Copies D Relocations Hoe Global Information f o R Transports gga Request Status Modifiable C Released a g Display Summary This chapter offered an overview of the SAP ERP system and the various applications contained in it We covered the basic menu used to access transactions and the Customizing menu used to configure the system We also covered the basic sales cycle in SAP and other important transaction codes that will be needed throughout the SD application area We also touched upon the many functionalities in SD that will be covered in depth in the subsequent chapters of this book Thus this chapter was a launching pad to start your journey in SAP SD Good luck
14. ate application named Logistics Execution In the customization menu you have to refer to this node to maintain settings for deliveries To study the process in detail refer to Chapter 8 Shipping and Transportation FIRST STEPS IN SAP 13 tints HNN Ej Delivery 80015284 Display Overview Piela mejeje Post Coods issue Document Date 09 17 2009 Fa Jazz Retailers San Francisco CA Picking Pick Date Time OvellPickStatus Warehouse No C OverallWMStatus Creating a Billing Document The last step in the sales cycle is to bill the customer for the goods delivered or the service rendered To create a billing document the path is as follows SAP Menu gt Logistics gt Sales And Distribution gt Billing gt Billing Document gt Create V F01 A billing document is created with reference to either a sales order or a delivery A correction document such as a credit or debit note can also be set up from this trans action Enter the documents that are to be billed and click Execute Figure 1 12 FIGURE 1 12 Creating a Billing Document Billing document Edit Goto Settings System Help ea eee Create Billing Document 7 S Billing due list Billing document overview anial Default data Bling Type Servrendered Billing Date Pricing date Docs to be processed _ CHAPTER 1 INTRODUCTION TO SALES AN
15. control which partner functions are of impor tance to you and make them mandatory Text determination helps you set up how the texts are copied from one document to another Output determination lets you customize the outputs from sales documents and transmit them to the business partners For example you can use it to send out a copy of an order confirmation document to the customer in print or by email or EDI Chapter 4 Partner Text and Output Determination will discuss how to maintain settings related to partners outputs and texts One of the most important parts of a sales transaction is the price that the customer has to pay The price can be entered manually in the sales order However if your product prices are going to be stable for certain duration you can maintain price records and set up automatic price determination to avoid manual entry CHAPTER 1 INTRODUCTION TO SALES AND DISTRIBUTION To see how the exact price has been computed for a sales item select Goto gt Item gt Conditions As shown in Figure 1 7 the pricing schema gives you the details of the various pricing conditions in it Pricing conditions are things such as base prices discounts freight conditions or taxes Certain pricing conditions can apply to the entire order such as total freight charges These are listed in the Header con ditions tab To learn how to customize pricing visit Chapter 5 Pricing and Tax Determination FIGURE 1
16. e For example you will find applications for personnel management time management payroll and travel management Logistics All the applications related to logistics functions are contained in this menu Materials Management MM Production PP and Plant Maintenance PM are some of the applications listed here The focus of this book Sales and Distribution is an application that falls under the Logistics menu Logistics Execution LE is another application that is relevant here because it covers the product delivery processes The Customizing Menu You can configure and customize the SAP system to meet the specific requirements of your organization The Sales and Distribution module has been developed with several business processes and various industries in mind Some of these processes may not be relevant to your business On the other hand there could be some specific requirements that you will need to map in SAP through configuration During configuration you can carry out various settings that control the process setup such as the following gt Activating or deactivating a certain process for your organization gt Configuring the look and feel of a transaction screen for a user gt Controlling which fields on the screen can be accessed changed or displayed gt Setting up a smooth flow of data from one document to another to ensure consistency and avoid the duplication of manual effort You can access the Customizin
17. e Trenton Tijse0z8 Music Shoppe Phoenx feos Musi Shose Proenx l ft a Haas Sale H afe FIGURE 1 6 FIRST STEPS IN SAP Another screen is the Texts tab which appears at the header and item levels The menu path is either Goto gt Header gt Text or Goto gt Item gt Text Here you store all the text messages and instructions as shown in Figure 1 6 that you want to flow with the order Sales order Header Data Texts tab Sales document Edit Goto Extras Environment System Help g I1G1 6 e SHR 2aaaal Create Standard Order Header Data Standard Order O o Purchase order no 132919561 Sold to party 19028 Music Shoppe Phoona AZ Document Paymentcards Accounting Conditions Account assigni LH el es Manor a This i a gample taxi nove at Heador ivel Hesder nol WELCOME TO THE WORLD OF SALES AND DISTRISUTIO R Header note 2 By Header noe 3 A Meader nate 4 ei Form supplement text Y Torme of dutvery Shopng ratructons Ey Torma of paymam R Warranties 2 Penaty tor orenen of c 2 Contract riders Covet X Selection Pg Othar contractual stipt A Customer request ZF internal Sales Nowe C moma OSTNE Jen engin a b vavi ball You can customize the setup for partners texts and outputs as per your requirements In partner determination you can
18. g menu in SAP using the following path SAP Easy Access Menu gt Tools gt Customizing gt IMG gt Execute Project transaction code SPRO FIRST STEPS IN SAP AN NOTE Atransaction code is a shortcut to a specific transaction in SAP The menu path described would also lead you to the same destination Whenever a transaction code is available we will mention it alongside the path You will also find a list of important transaction codes in the appendix This transaction code leads you to the Display IMG screen as shown in Figure 1 2 You will find a menu with the various applications listed It is called SAP Customizing Implementation Guide or IMG for short All the customization related steps will be launched from this menu If you click any application you will find another menu that leads you to various submodules Based on the exact path listed in the book you can reach the specific transaction in the menu where the cus tomization setting is to be carried out FIGURE 1 2 Customization menu Implementation Guide Edit Goto Additional Information Utilities System Help el 1B Cae SHR anaa Display IMG Ram Existing BC Sets amp gt BC Sets for Activity Gy Activated BC Sets for Activity E Release Notes Structure 7 a SAP Customizing Implementation Guide B Activate Business Functions SAP NetWeaver Enterprise Structure Cross Application Components Auto ID Infrastructure SAP xApp Resource and Portfolio Managemen
19. h Order Sales Organization Distribution Channel Division Sales Office Sales Group FIGURE 1 4 Create Standard Order Overview screen Sales document Edit Coto Extras Environment System Help aeee ee oea Standard Order Net value 854 05 USD Sold ro party 10028 Matis Shanon 1 Powis AZ Ship to party 10028 Matis Shanon 1 Powis AZ ronumber ea Jroa e57e37z0as MERA am arn war dea y ardaig parayi y Wrcreiet Shigang y Conlpuradon Resana rajaan Req delv date D 10372472089 Deliver Plant L Contract start Contract end jit comple dv Towe je Bamerytiese ote Billing biocic f sSCS Pricing eae 09 24 2003 Payment card Exp date Paymentterms 208a Incoterms CLF Cost Insurance Frois Ine 2 Order reason 5 Allitemns The sales document consists of header item and schedule line data At the header level you specify the details that are applicable to the entire document such as the customer number sold to party and the purchase order reference number At the item level you enter the products ordered Details such as the material number CHAPTER 1 INTRODUCTION TO SALES AND DISTRIBUTION quantity and item price and so on will be different on each line The schedule line data pertains to delivery related details such as delivery dates and delivery
20. l of testing in the quality assurance system This system usually has a large amount of test data Often it is a recent copy of the production environment so that the change can be tested in a real life environ ment It is also important to identify the system users who would be affected by this change and train them accordingly in this simulated environment Once the testing is complete the change can move into production Once this hap pens the change is said to have gone live Many organizations also have another system called a sandbox It is an isolated sys tem where you can carry out preliminary analysis and test new functionality and solution prototypes Changes made in the sandbox never move to other systems in the landscape It is very important to record all the details of any change being made in SAP and transport it in steps through the system landscape In the next section we will cover the concept of transport request which will help you understand how changes are recorded and tracked Transport Request To capture the details of the change and manage its migration to production SAP uses the concept of a transport request When you make any changes to the Customizing menu you will be required to create or choose a transport request number Figure 1 20 MANAGING CUSTOMIZATION CHANGES 23 FIGURE 1 19 System landscape example E gt gt C FIGURE 1 20 Transport request number Request 2E
21. lock in SD document 2Net Value of the Sales Order in Document Currency o w A m m o o o t NNO r n Managing Customization Changes Whenever you enter the Customizing menu and carry out any change in the system the system tracks this change and records it Every change has an impact on the way the system works Hence it is very important to understand the basic system land scape and the process of managing and transporting changes CHAPTER 1 INTRODUCTION TO SALES AND DISTRIBUTION The System Landscape The system landscape is the arrangement of the various servers A generic system landscape consists of a production system the one in which all the operations of the organization are carried out plus other systems such as development and quality assurance systems Although our focus is on the configuration of the SD application in this book it is very important to understand the system landscape Figure 1 19 represents a typical SAP system landscape consisting of a development system DEV quality assurance system QAS and production system PRD When any change is made during customization it is essential to test it rigorously before it can be implemented in the production environment To achieve this you first make changes in the development system At this stage there is no impact on the production system at all You can test the impact of the change locally and then choose to move it to the next leve
22. ng we have tried to arrange them according to the transactions in the basic sales cycle The appendix contains a list of all the important tables related to SD At this stage do not try to remember the table names It is more important to under stand the concepts As you progress further however you should make yourself familiar with these names Database Tables in SD Sales orders VBAK Order header VBAP Order item VBEP Order schedule lines Delivery LIKP Delivery header LIPS Delivery item Billing VBRK Billing header VBRP Billing item General process information VBFA Document flow VBUK Header status VBUP Item status We ll now discuss how to access database records and explore the structure of a table Data Browser The data browser allows you to search database tables and fetch stored records To access the data browser use the path SAP Menu gt Tools gt ABAP Workbench gt Overview gt Data Browser SE16 and enter the name of the table that you want to study The next screen contains selection parameters that can help you search for appropriate database records Figure 1 14 shows the selection screen for order header table VBAK If you know the sales order number you can enter it in the Sales Document field on the selection screen If on the other hand you do not know the order number you DATABASE TABLES 17 can carry out a search based on any of the parameters listed For example you may want to find all the sales
23. orders created on a specific date FIGURE 1 14 Data Browser Selection Screen Program Edit Goto Settings System Help ce __ s s AG SG BHR anaal Data Browser Table VBAK Selection Screen Df JAE Number of Entries Sales Document 12369 gt to gt Created on to Ls Created by to Le Sales Doc Type to 9 Net valve to Le Doc Currency to gt Sales Org to LS Distr Channel to gt Division to gt Doc condition to EA Pric procedure to gt Sold to party to gt Width of Output List 258 Maximum No of Hits 200 After entering the selection criteria click the Execute button DI SAP will fetch the database record and display it on the screen The details of the record in our example order details such as order type sales organization distri bution channel division net value and so on will appear as shown in Figure 1 15 Also note the Number Of Entries button on the selection screen If you want to know how many records fit the selection criteria click this button It will give you the number of records found Another important field that controls the database search is Maximum Number Of Hits If you enter a limiting value say 200 here SAP will stop the search after find ing the first 200 records If the number of entries is high and you want to see all of them make sure that your maximum number of hits is set to a higher number CHAPTER 1 INTRODUCTION
24. r 12369 In Figure 1 15 you can see field labels such as Net Worth the value is 1708 10 In Figure 1 17 you see the field name NETWR This is the technical name for the net worth The contents of the field are the same in both views DATABASE TABLES Width of Output List 5 gt Maximum No of Hits C Display max no of hits possible O ALV Grid display O ALViist SE16 standard list C Check conversion exits FIGURE 1 17 Data Browser display showing field names Table Entry Edit Goto Settings Environment System Help 19 20 CHAPTER 1 INTRODUCTION TO SALES AND DISTRIBUTION You will need to be familiar with field names to communicate effectively with your technical team Furthermore as we will discuss in Chapter 14 if you ever need to create a custom enhancement in SAP you will need all the technical information such as table and field names 4 TIP Note that there is new version of the standard data browser SE16 called SE16N i It offers the same functionality of displaying database records but it has some extra user friendly features As shown here SE16N lets you see the field names and the technical names of the selection parameters You can also choose the fields that you need in the output display General Table Display ssckaround number or eves E EEE At ceres 68 f Table VBAK Sales Document Header Data Text table C No texts Layout Maximum no of hits 500
25. ribution center located in California caters to its wholesale and retail customers in the United States Another plant in Baja California Mexico caters to all the customers there In each chapter of this book we will discuss how Galaxy uses SAP s SD application to map its business processes and we will use graphics to depict how the settings were made We will consistently use the same product range customers and organizational units This will help us present a cohesive picture and give you an idea of how an actual organization can use the SD application to map its business processes For instance in Chapter 3 we will present Galaxy s master data requirements and how they were mapped in the system including how the customer master data and hierarchical relationships were set up Later in Chapter 5 we will cover how the pricing procedure was set up for this customer Later in Chapter 8 we will cover how Galaxy set up routes to ship the products to the customer This end to end case study will ensure continuity and help you understand how to apply the functionalities in SD Once you have tested the change and are ready to move the changes to the quality assurance system you have to release the transport request Based on the process setup which is not in our scope here the change will be picked up for promotion to the next system If you have transported the change to the quality assurance or production system and it is having
26. s for returns or for presales such as inquiries and quotations Chapter 7 Sales will discuss the setup of sales documents for various business scenarios 11 CHAPTER 1 INTRODUCTION TO SALES AND DISTRIBUTION Creating a Delivery To create a delivery use the menu path SAP Menu gt Logistics gt Logistics Execution gt Outbound Process gt Goods Issue For Outbound Delivery gt Outbound Delivery gt Create gt Single Document gt With Reference to Sales Order VLOLN On this screen you specify the shipping point which is another organizational unit related to your plant as shown in Figure 1 10 FIGURE 1 10 Creating an outbound delivery Create Outbound Delivery with Order Reference With Order Reference BROG elele jf Post Goods Issue Shipping point 9001 Sales order data Selection date 109 24 2009 Order 12348 From item To item Predefine delivery type Delivery Type On the delivery overview screen the relevant data has been copied over from the reference sales order Product details and delivery quantity are the key fields here refer to Figure 1 11 From this step onward the logistics processes of picking packing transportation planning and execution and goods issue are carried out The process extends all the way up to the goods leaving your premises and traveling to the customer s location The process is so vast that it has been placed under a separ
27. sales cycle refers to the creation of a sales order document followed by delivery and a billing document As we go along we will tell you the transaction codes at each step We will also point out how this book is structured to help you understand each area and functionality in the sales cycle Create a Sales Order To create a sales order follow the menu path SAP Menu gt Logistics gt Sales And Distribution gt Sales gt Order gt Create VAO1 Again note that the transaction code mentioned in parentheses after the path will lead you to the same screen Figure 1 3 shows the sales order creation screen Before you create a sales order you must enter the organizational data such as sales organization distribution channel division sales office and sales group This maps the organizational entities in your company To learn about how to set up the organizational structure in SAP refer to Chapter 2 Enterprise Structure That chapter will explain how to configure SAP so the orga nizational entities are created and assigned to one another You must also specify the type of order document being created After entering this information you can proceed to the next screen the Overview screen Figure 1 4 FIRST STEPS IN SAP FIGURE 1 3 Creating a sales order Sales document Edit Goto Environment System Help Create Sales Order Initial Screen I create wih Reference Sales Rem overen amp Ordering par ZGRO Rus
28. t SAP xRPM Financial Accounting Financial Accounting New Financial Supply Chain Management Strategic Enterprise Management Business Analytics Controlling Investment Management Enterprise Controlling Real Estate Flexle Real Estate Management RE FX Logistics General Environment Health and Safety Sales and Distribution Materials Management Logistics Execution Qualty Management Plant Maintenance and Customer Service Customer Service Production Production Planning for Process Industries V P v7 VV aa A a d a A a ae a a a a a a a Aa da a a i PPEUPPPEPPPEP PEPP In this book we also refer to the Display IMG screen as the Customizing menu or just IMG while explaining menu paths CHAPTER 1 INTRODUCTION TO SALES AND DISTRIBUTION The focus of this book is the Sales and Distribution application However to com plete the configuration steps we will also touch upon some of the other topics listed in IMG under the nodes gt Enterprise Structure gt Logistics General gt Logistics Execution In this book we cover all the important settings that an SD expert should know However in an integrated system a business process usually spans more than one application You will need to work with experts in other areas such as MM FI CO WM and so on to complete the end to end process setup The Basic Sales Cycle We ll now discuss the basic set of transactions that are most important in the SD area The term
29. u can always check the schedule lines by selecting Goto gt Item gt Schedule Lines As shown in Figure 1 9 you can check the dates on which the quantity can be confirmed Chapter 6 Availability Check Transfer of Requirements and Backorders will cover this topic in greater detail FIGURE 1 8 FIGURE 1 9 Availability Control Standard Order Availability Control FIRST STEPS IN SAP complete av Delivery proposal Continue ATP quantities scope of check Sales order Schedule Lines tab Create Standard Order Item Data item 10 Schd Line 1 Material 6280s Acoustic Guitar EX43 Plant 9001 Req deliv date 09 24 2009 Open Quantity 1 EA End lead time 10 01 2009 x O Fix aty date Max Part Deliveries 9 One time del on req del dte not possible DelyiConf Date 09 24 2008 09 2472009 Confirmed Quantity Complete delivery Dely Conf Date 09 28 2009 09 24 2009 Dely Cont Date 09 28 2009 09 24 2009 Confirmed qty 1 HL gt i ta as selec Sales Docurnent tem 20 Motoral 1628 Schedule lines Quantities Dates __Oraerquansty Roundedry Contec ary We have now covered some of the major screens in a sales order Other sales docu ments may also need to be configured to meet different business processes For example you may have separate sales document
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