Академический Документы
Профессиональный Документы
Культура Документы
Core
• SAP modules, for instance, HR, MM, SD, etc.
SAP NetWeaver
• Web Application Platform – this solution permits other applications, like Java, to interface with
SAP R/3; integration between SAP and non-SAP components;
• People Integration – SAP Portals – Unique password, all the applications you need in the
same place;
• Information Integration – BW (Business Warehouse), MDM;
• Process Integration – XI – BPM (Business Process Management) – possibility to configure the
system using processes-based methodology. Drawning processes in R/3. Flexibility.
MySAP ERP
• For new customers;
• It is composed by CORE + SAP NetWeaver;
SAP BW
• This solution can extract and use data from many sources, including SAP and non-SAP
systems, commercial data services or other BW systems.
Business Transactions
• All data and programs in the SAP R/3 system are stored in the database;
• While online, the system checks the definition of the table fields in the ABAP dictionary and
compares it with the data format of the user’s field entries. This check on R/3 application level
(ABAP Dictionary) guarantees data consistency before the data is transferred to the database.
ATP e APO
• ATP (Available to Promise) – classic R/3 variant – stocks verification in only one plant (the one
that was assigned in sales order);
• APO – fully integrated variant – stocks verification in all plants. Demand Planning (DP), Supply
Network Planning (SNP).
Tips
• Sales Organization is assigned to Company Code;
• Sales Area is NOT assigned to Company Code.
Company Code
• Legal entity and independent accounting unit (balance sheets required by law, profits and loss
statements);
Sales Organization
• This organization unit is responsible for distributing goods and services, negotiate sales
conditions;
• A sales organization is uniquely assigned to a company code;
• More than one sales organization can be assigned to a company code;
• To use the SD module is necessary at least one sales organization;
• In the sales statistics, the sales organization is the highest summation level;
• All items of an order, an outbound delivery or a billing document belong to a sales
organization;
• Sometimes it is related to a geographic area.
Distribution Channel
• Is a means through which sales materials reach the customers;
• Represents the company strategies to distribute goods and/or services to the customer;
• For instance: wholesale trade, retail trade, internet trade;
• Several distribution channels can be assigned to a sales organization and for use SD module
at least one distribution channel is needed;
• This organization unit can be used to define responsibilities, achieve flexible pricing and
differentiate sales statistics.
Division
• Represents a product line (motorcycles, spare parts, etc);
• It has influence on material and customer master data and manager accounting;
• It is used to group materials and services;
• Several divisions can be assigned to a sales organization and for use SD module at least one
division is needed;
• It is possible to restrict price agreements with a customer to a certain division and also conduct
statistical analysis by it.
Sales Area
• Sales Organization + Distribution Channel + Division;
• Each SD document is assigned to exactly one sales area and this assignment cannot be
changed manually;
• A sales area can belong to only one company code and the assignment is done through the
sales organization ONLY.
Shipping Point
• Controls the shipping activities;
• Each outbound delivery is processed by one shipping point;
• The shipping point is assigned at plant level;
• It is a physical place and should be near the delivering plant;
• More than one shipping point can be assigned to a plant and it is possible to assign several
plants to a shipping point.
Tips
• Company > Company Code – non-mandatory structure; it is used when the company wants to
consolidate balance.
1 – Pre-sales activities
• Creating and tracking customer contacts;
• Mailing campaigns;
• Answering customer questions;
• Inquiries;
• Quotations.
4 - Shipping
• Creating outbound deliveries;
• Picking (optional);
• Packing (optional);
• Posting goods issue.
5 - Billing
• It serves as a data source for FI to help the company to monitor and process customer
payments;
• When a user creates a billing document, the G/L accounts is normally automatically updated.
6 - Payment
• Belong to FI;
• It updates GL accounts automatically.
Sales Document Structure (PROVA)
• Sales document has HEADER, ITEM and SCHEDULE LINE (this last one belong
UNIQUELY to an item and only the sales order have this structure);
• In a sales document the data can be displayed and processed in different views. The
views are grouped into overview, header and item screens;
• A new sales document is entered on an overview screen.
Outbound Delivery
• In order to create an outbound delivery document based on various sales order, these one
should have all the same characteristics such as:
o Shipping point;
o Due date;
o Ship-to address.
• The delivery document does not contain schedule lines. Each schedule line in the sales
document can become an item in the delivery document.
Billing Documents
• You can create billing documents through the combination of more than one deliveries since
these documents share some essential billing characteristics, such as:
o Payer;
o Billing Date;
o Destination Country
• Billing documents can be created either online or in background.
• To process billing documents efficiently, the data can be read and processed in different views.
The views are grouped in overview, header and item screens.
• Effects of billing document:
o The status in all related sales, delivery and billing documents are updated;
o The sales statistics in SIS are updated;
o The customer credit account is updated;
o Debit posting on the customer receivables account and credit posting on the revenue
account.
Document Flow
• Only sales order contain schedule lines. Since each schedule line contains its own delivery
date, each deliverable schedule line becomes an item in delivery document. Therefore delivery
documents and billing documents do not need schedule lines.
Master Data
• Data sources in sales documents:
o Customer Master Data;
o Material master data;
o Condition Master Data;
o Other sales documents.
Cross Division
• It is possible to use this kind of processing to enter multiple materials with different divisions in
the same sales order.
Output
• Output determination uses the condition technique, as with pricing;
• The layout of an output document is defined by a form in SAP Script; a form is assigned to an
Output Type.
Incompletion Log
• This log will be showed automatically when the entries in the document are saved;
• It is possible to determine which fields will be part of the incompletion log using customizing;
• The incomplete log functions are available in the sales order and delivery.
Tips
• The five important things in SD:
1) Organizational Structure;
2) Sales Document Type;
3) Item Category;
4) Schedule Line Category;
5) Copy Control Procedure.
Delivery Scheduling
• There are two possibilities:
o Backward Scheduling > the system take into account the Required Delivery Date
and makes the schedule backward according to the settings made by the company.
o Forward Schedule > if the result of the backward schedule means that the delivery
date cannot be confirmed, the system executes a forward scheduling; in this case, two
schedule lines are generated for the sales item: one for the date required by the
customer with no confirmed quantity and another with the confirmed delivery date and
the confirmed amount with the date calculated by the system.
Shipment Document
• It is optional;
• It is created before you post the goods issue;
• The settlement of shipment costs for the shipment is optional.
Make-To-Order
• In the sales order processing it is possible to determine which material has to be purchased via
Procurement Process according to individual customer requirements. This is a make-to-order
process.
Pre-Sales Documents
• Inquiry (questions from the customer);
• In the Standard, this document is considered completely referenced as soon as the quotation
referring this document is created;
• Without pricing.
Tips
• The Incompletion Log can be mandatory or not. It depends on a flag that exists in the IMG >
creating new sales documents types;
• During procurement, SAP determines the suppliers of the goods based on the data that has
been stored in the system. Is the supplier from one of yours delivering plants? And, if so, which
one?
Item Categories
• They provide additional control functions for the sales documents;
• It is defined by sales document type and item category group in materials master data;
• An item category can influence:
o Whether the system runs automatic pricing;
o Whether the item appears on an invoice;
o Which fields are recorded in the incompletion log;
o Whether the item appears on a delivery;
o Whether you can create schedule lines for the item.
Tips
• Item Category Group for Make-to-Order Process – 0001;
• The Make-to-Order Process is characterized by the fact that materials are not stored in the
warehouse but produced and assigned especially for a particular sales order.
Process Overview
• Sales Order customer requirements > Materials Planning > Production > Goods Receipt >
Sales Order Specific Stock > Delivery > Goods Issue > Billing.
Packing
• It’s possible to combine delivery items and pack items in different shipping units.
Tips (PROVA)
• Goods issue for outbound delivery of an individual made material reduces the sales
order stock.
Business Data
• For instance, payment conditions, incoterms, etc;
• It’s possible to decide in customizing if the business data information from the header can
differ from that one in item level. This control can be set in the item category.
Data Flow
• It is possible to create documents with reference to another one, such as: Inquiry, Quotation,
Sales Order, Contract, Scheduling Agreement and Billing Document. NO DELIVERY.
• When it is necessary to create a document with reference, the tab showed by the system in the
dialog box depends on the sales document category and the Mandatory Reference Field;
• It is also possible to choose the items that will be copied by selecting the Item Selection button
in the dialog box;
• It is possible to create with reference from both the initial screen and during the document
entry;
• It is necessary to configure the copying controls to make this function works;
• If a reason of rejection is informed in the sales document, it receives a completed status.
Copying Control in SD
• The copying control can be set up for header, item and schedule line level;
• To control the copying control procedure, at each level is created:
• Data transfer routines – how fields are copied from the preceding document;
• Copying requirements – requirements that are checked when a document is created with
reference;
• Switches – settings specific controls for each transaction. For instance, if item numbers of the
preceding document will be copied or the item numbers will be new.
Incompleteness Log
• The procedure of incompletion log can be customized in the following levels:
o Sales document header
o Sales document item
o Sales document schedule line
• The incomplete data can affect the further process and it’s possible to control this through the
status groups. This field is responsible for decide what steps should be done to prevent further
problems if data is missing.
Outline Agreements
• The two main outline agreements in SAP R/3 are:
o Scheduling agreements:
Document type SA;
Valid for a certain period of time;
Fixed delivery dates and quantities;
No sales order is needed to process the scheduling agreement.
o Contracts
Quantity:
The contract does not contain any schedule lines, delivery quantities or delivery dates;
The schedule lines are created when the release order is placed referring the contract
(it is processed like a standard order);
It is possible to create release orders from the contracts in the following ways:
Choose create with reference on the initial screen;
In the sales document menu choose Sales document > Create with reference > Toto
contract…
Assign an order item to a contract subsequently;
Use the automatic system search for open outline agreements when the order is being
created.
Value:
Valid Materials – materials that can be restricted to use, as follows:
Product hierarchy;
Assortment module (list of valid materials);
The contract values must be release, so it is possible to bill it. There is no automatic
billing for contracts.
Partners Authorized to Release Contracts
• Partners authorized to release are only checked at header level;
• It is possible to have more than one partner authorized (sold-to and ship-to). If it happens,
when creating the release order the user has to choose which one will be placed in the release
order.
Material Determination
• The material determination in sales order is done by condition technique;
• It is not necessary to have a material master record for the material number that is being
replaced;
• The item overview for Sales A contains information about the material that was originally
entered as well as the reason for substitution.
Free Goods
• Inclusive – when the free good material is the same material that is being sold;
• Exclusive – when the free good material is not the same material that is being sold; The
exclusive free goods appear in SD document as an individual, free-of-charge item;
• The condition technique is used for free goods;
• The procedure contains a list of the condition types for the free goods;
• One access sequence is assigned to each condition type;
• In the condition technique each access contains exactly one condition table;
• If the search made by the system is successful, it generates a sub-item for the free goods in
the document. The item category assigned is with the item category usage FREE.
• The same explanation about the condition technique is valid for material determination.