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1、Page 1YOUR FACILITATOR FOR THIS COURSE IS:Mr. Eric ChenConsultantAndersen Consulting11/20/20212Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial MasterPart I11/20/20213Sales Process OverviewSales Documents

2、 Structure and FunctionsSales Process - Pre-sales ActivitiesSales Process - Sales Order ProcessingSales Process - OthersPart II11/20/20214Sales Process - ShippingSales Process - BillingPricingCredit ManagementAvailability Check & Delivery SchedulingOutput & ListSales Information System (SIS)

3、Sales and Operation Planning (SOP)Part III11/20/20215To obtain an overview of the Sales&Distribution functionality and the relation with other SAP modulesTo know the basic structure of the Sales&Distribution moduleTo know the basic components of Sales&Distribution:Organizational Structur

4、eMaster DataTo understand the processing flow within Sales&Distribution:Pre-sales ActivitiesSales Order ProcessingShippingBilling11/20/20216Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master11/20

5、/20217“A linked set of repetitive activities, which refine an object to a specified and measurable end result” InputEvent5Event1Event2Event3OutputEvent411/20/20218112345671 Order Received2 Order Registered3 Order Approved4 Order Produced5 Distribution Prepared6 Invoice Created7 ShippingCustomer12345

6、67CustomerLine Org.11/20/20219*Get the “whole picture”*Customer focus*Clarify interfaces/relations*Avoid sub-optimisations*Identify measurements11/20/202110Processes ProcessesActivitiesTime To CustomerLevel 2Level 3Order Seq.& AssignedOrder MgmtStockOrder MgmtCustomerTacticalPlanningESP +ESP+Ope

7、rationalPerformanceOperationalPlanningMaterialCapacityManagementGenericAssemblyDeliveryPackagingKittingAssembleTo OrderMtrl SupplyMgmtProductionPlanningCap. & MatrReqmnt Plan.Cap. & MatrReqmnt Plan.Mtrl SupplyMgmtExpediting& ShippingCustomerCareCustomerLevel 1Level 4CoreProcessExternal S

8、upplyImplemen-tationOperationalPlanningDistributionCapacityInvestmentPlanningProductionProcessesTacticalPlanningOrder Management11/20/202111Purchase OrderCheck product and customer data Order entryCustomer master Maintain Customer MasterDistribution IM/WMA/R Priority ForumChanged production plan rep

9、ortExternal Supply, Inventory Warehouse ManagementCustomer or Sales, TTMValid informationNOYESOrder Scheduling,Print of acknowledgementCustomer and Production Request for RMA no. Return of material Issue RMA no.Evaluate goods returnedSend back materialCompensation Decide on action to be takenThe ove

10、rall purpose of the OM process is to receive, enter and handle sales orders and returns11/20/202112Purchase OrderCheck product and customer data Order entryCustomer master Maintain Customer MasterDistribution IM/WMA/R Priority ForumChanged production plan reportExternal Supply, Inventory Warehouse M

11、anagementCustomer or Sales, TTMValid informationNOYESOrder Scheduling,Print of acknowledgementCustomer and Production Request for RMA no. Return of material Issue RMA no.Evaluate goods returnedSend back materialCompensation Decide on action to be takenR/3 supportedevents11/20/202113 SAP AGSAP R/3 Pr

12、ocedure ModelPreparations forProductionProductiveOperationOrganization andConceptual DesignProject Administration and Project ControlSystem Maintenance and Release UpgradeDetailed Designand ImplementationTargetConceptTargetConceptQualityQualitycheckcheckOrganizeProjectOrganizeProjectSet Up TestEnvir

13、onmentSet Up TestEnvironmentTrain ProjectTeamTrain ProjectTeamDefineFunctions andProcessesDefineFunctions andProcessesDesignInterfaces andEnhancementsDesignInterfaces andEnhancementsEstablishGlobalSettingsEstablishGlobalSettingsEstablishCompanyStructureEstablishCompanyStructureEstablishBasic andMast

14、er DataEstablishBasic andMaster DataEstablishFunctions andProcessesEstablishFunctions andProcessesPrepareProductionStartPrepareProductionStartCreate UserDocumentationCreate UserDocumentationSet UpProductiveEnvironmentSet UpProductiveEnvironmentEstablishSystemAdministrationEstablishSystemAdministrati

15、onTrain UsersTrain UsersTransfer Datato ProductionSystemTransfer Datato ProductionSystemOptimizeSystemUseOptimizeSystemUseSupportProductiveOperationSupportProductiveOperationQualityQualitycheckcheckAppli-cationSystemAppli-cationSystemQualityQualitycheckcheckPro-ductionSystemPro-ductionSystemImplemen

16、tInterfacesandEnhancementsImplementInterfacesandEnhancementsEstablishReportingEstablishReportingEstablishAuthorizationManagementEstablishAuthorizationManagementEstablishArchiveManagementPerform FinalTestPerform FinalTest11/20/202114 application softwareapplication softwareplusplus infrastructureinfr

17、astructure based onbased onclient/server softwareclient/server softwaretechnologytechnologyR/3R/3Client / ServerClient / ServerABAP/4ABAP/4SDSDMMMMPPPPQAQAPMPMHRHRISISOCOCPSPSAMAMCOCOFIFISales &Sales &DistributionDistributionMaterialsMaterialsMgmt.Mgmt.ProductionProductionPlanningPlanningQua

18、lityQualityAssuranceAssurancePlant Main-Plant Main-tenancetenanceHumanHumanResourcesResourcesIndustryIndustrySolutionsSolutionsOffice &Office &Communi-Communi-cationcationProjectProjectSystemSystemFixed AssetsFixed AssetsMgmt.Mgmt.ControllingControllingFinancialFinancialAccountingAccounting1

19、1/20/202115R/3R/3Client / ServerClient / ServerABAP/4ABAP/4SDSDMMMMPPPPQAQAPMPMHRHRISISOCOCPSPSAMAMCOCOFIFISales &Sales &DistributionDistributionMaterialsMaterialsMgmt.Mgmt.ProductionProductionPlanningPlanningQualityQualityAssuranceAssurancePlant Main-Plant Main-tenancetenanceHumanHumanResou

20、rcesResourcesIndustryIndustrySolutionsSolutionsOffice &Office &Communi-Communi-cationcationProjectProjectSystemSystemFixed AssetsFixed AssetsMgmt.Mgmt.ControllingControllingFinancialFinancialAccountingAccounting11/20/2021162sympos.ppt_0694/ 10PlantPlantMaintenanceMaintenanceProjectProjectMan

21、agementManagementCostCostAccountingAccountingQualityQualityAssuranceAssuranceSalesSales& &DistributionDistributionHumanResourcesPlanningFixedFixedAssetsAssetsFinancialFinancialAccountingAccountingMaterialsMaterialsManagementManagementProductionProductionPlaningPlaning& Control& Contr

22、olIntegration is the Heart of the SAP system11/20/202117the middleware whichthe middleware whichenables R/3 applications toenables R/3 applications torunrun with high performancewith high performance on a varity of platformson a varity of platforms according to individualaccording to individualcusto

23、mer requirementscustomer requirementsR/3 ApplicationsR/3 Basis SystemSystemPlatforms11/20/202118SAP ApplicationsSAP ApplicationsLogistics / Accounting / Human Ressources ManagementSystem SoftwareSystem SoftwareApplication ModulesSystem InterfacesFlow ControlProgramming InterfacesData DictionaryDynpr

24、o ProcessorABAP/4 ProcessorUserInterfaceCommu-nicationsInterface11/20/202119Data Base ChangesData Base ChangesCentralDBCentral DBUser InteractionUser InteractionOutput Data toOutput Data to User UserInput Data Input Data From UserFrom User(Stores all Data(Stores all Dataand AppliationAnd Application

25、Programs)Programs)Application LogicApplication LogicOutput Data toOutput Data to User User11/20/202120PresentationApplicationDatabaseRelationalRelationaldatabasedatabase system systemSAPSAPbackgroundbackgroundapplicationapplicationlogiclogicSAP updateSAP updateprogramprogramSAP dialogSAP dialogappli

26、cationapplicationlogiclogicWindow ManagerWindow ManagerSAP presentationSAP presentationsoftwaresoftwareGraphical user interface dataMessagesRead access to the R/3 databaseObject-oriented change order (asynchronousprocessing)Write access to the R/3 dataabse11/20/202121Configuration - Establishing tab

27、les and settings through menu-driven paths in order to set up the system to meet your business requirementsCustomization - Creating new reports and utilizing user exits to add functionality to the system.Modification - Changing the base system by altering the ABAP programs to change the way SAP func

28、tionsSAP CREED: YOU SHALL NOT MODIFY SAP.11/20/202122ConsignmentClientCompany GroupCompany CodePlantStorageLocation WH11/20/202123DIV1DIV2ClientSales OrganizationDivisionDistribution ChannelSALESAREA11/20/202124ClientCompany CodeBusiness AreaChart of Accounts11/20/202125ClientControlling AreaCost Ce

29、nter Nodes Cost Centers11/20/20212611/20/202127Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master11/20/202128Modular Building Blocks:FI-Financial AccountingCO-ControllingTR-TreasurySD-Sales and Distr

30、ibutionMM-Materials ManagementPP-Production PlanningEC-Enterprise ControllingIM-Inventory ManagementQM-Quality ManagementPM-Plant MaintenancePS-Project SystemWF-WorkflowIS-Industry SolutionsPA-Personel administrtaionPD-Personel Development11/20/202129Logistics:Sales and DistributionMaterials Managem

31、entProduction PlanningQuality ManagementPlant MaintenenceBasic Functionalities of SAP R/3SDSales&Distribution11/20/202130Sales & Distribution (SD module): Sales Order Processing (SD-SLS) Shipping (SD-SHP) Billing (SD-BIL) Sales Support (SD-CAS) Sales Information System (SD-IS) Service Manage

32、ment (SM)Basic Functionalities of SAP R/3SDSales&Distribution11/20/202131Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master11/20/202132CompanyPlantStorage locationClientBin location11/20/202133Co

33、mpanyPlantStorage locationClientBin locationDistributionChannelSalesorganisation11/20/202134Flexible way of representing the companys organisational structure in R/3Makes it possible to distinguish valid relationships between unitsStructures data:common data where possibledifferent data where necess

34、aryUsed for authorization11/20/202135 Common entities Used in most functional areas e.g. Company Specific entities Used in one functional area e.g.:- Sales organisation (SD)-MRP controller (PP, MM)-Cost control area (CO)11/20/202136CLIENTarea 1area 2area 3area 4Company code 1Area 1Area 2Company code

35、 211/20/202137DefinitionThis is the first level of organizational design in SAP. A large amount of procesing, data, and configuration is specific to the SAP company codes. The Company Codes typically represent the legal financial reporting units of a company.000100020003ClientCompany Code11/20/20213

36、8DefinitionThis is the highest level of the initial SD organizational hierarchy. Normally it is used to represent a legal selling unit. Sales organizations are tied directly to company codes.1000200030000001400000020003ClientSalesOrganisationCompany Code11/20/202139DefinitionThis is the middle level

37、 of the initial SD organizational hierarchy. Normally it is used to represent a unit that determines how sales materials reach the customer. Sales specific material master data such as prices, minimum order quantity, minimum delivery quantity, and delivering plant can differ by distributon channel.1

38、00010Wholesale 20Retail 30Direct SalesXYZ CompanyRetail OutletsDistributionChannelsSales Organisation11/20/202140DefinitionThis is the third and final level of the initial SD hierarchy. Normally this is used to represent a grouping of products, for which an organisational unit is profit responsible.

39、SalesOrganisationGasolineLubricantDivisions11/20/202141DefinitionThis is the combination of three levels in the SD organizational hierarchy mentioned before (sales org., distribution channel, and division). One sales area exists for each unique combination. For example, if an SD hierarchy includes t

40、hree sales organizations, four distribution channels, and two divisions, twenty -four sales areas would be created (3x4x2=24). Each SD document processed in SAP (e.g. order, invoice) must have only one sales area tied to it.Company CodeSales OrganisationDistributionChannelDivisionSales Area 1sales o

41、fficesales group0102100102201000200030000001400000020003Client11/20/202142Sales Office 1Sales Office 2Alex WholesaleAlex WholesaleRetail Shop1Retail Shop 2Watson & Co.David & Don11/20/202143ClientPlant APlant BCompany : ABCCompany : XYZPlant C11/20/202144Plant BPlant APlant APlant BSalesOrga

42、nisation ASalesOrganizationBSales Organisation CCOMPANY ABCCOMPANY XYZ11/20/202145Plant APlant BShipping Point 1Shipping Point 3shippoint211/20/202146Client1000200030001020101001020102010201Sales organizationDistributionchannelDivision= Sales areacompany codeassignment11/20/202147ClientBostonNew Yor

43、k001002004MillerWhiteCarterSmithSales officeSales groupSales-person003005DouglasBrownFisherassignmentsales area11/20/202148ClientMail depotForwardingdepotRail depotRamp 1Ramp 2Ramp 3Shipping pointsLoading pointsassignmentplant11/20/202149Process View & SAP R/3 OverviewSAP Sales & Distributio

44、n (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master11/20/202150Sold-to party (C)Bill-to party (C)Personnel (P).Ship-to party (C)Carrier (V)Payer (C)partnerfunctions11/20/202151Ship-to partyPayerBill-to partySold-to partyPlace an orderReceive the goodsSettle the

45、billReceive the invoice for the goods11/20/202152Create sold-to partyCustomerC1Sales organization :0001Distribution channel:01Division:01Account group:00010001 Sold-to party0002 Ship-to party0003 Payer0004 Bill-to partyField selectionNumber assignmentOutput proposalACCOUNT GROUP 0001One-time account

46、: Yes/No:ACCOUNT GROUP11/20/202153Customer:100Sales organization:1017Distribution channel:01Division:22General datavalid for bothaccounting and salesdependent on:- sales organisation- distribution channel- divisionAddressControl dataContact personSales area dataSalesShippingBillingOutputPartner func

47、tions11/20/20215411/20/202155274327444711CentralMillerMillerCustomer Customer Uniquenode numberCustomer4712SouthMillerMiller4713NorthMillerMiller4714NorthwestMillerMiller4715NortheastMillerMiller11/20/202156Customer master dataSales orderMaterial master data.Control tablesTextsConditions11/20/202157

48、Now let us do an exercise. Please use the Exercise Book as reference.Then please take a rest.11/20/202158Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master11/20/202159Master DataCustomer Master DataM

49、aterial Master DataDefinitionThe material master record is a central data object in the SAP System. It is used to store data on raw materials, operating supply items, semi-finishedproducts, finished products, production resources/tools .11/20/202160Material master recordRequirementsplanning (MRP)Stt

50、PurchasingSales and distributionJob preparationStorageQualitymanagementStocks in plant-warehouseABWarehousemanagementClassificationForecastAccountingEngineering11/20/202161Materials are assigned to a material group through the material type.The material type defines certain features of the material

51、and is used for the control of: material number assignment screen selection screen sequence control sourcing (in- & external) mat. valuationChoose from:Raw materialFinished productTrading goodsNon-valuated materialNon-stock materialPackagingServicesOperating suppliesSemi-finished materialConfigu

52、rable material11/20/202162General dataSales dataPlant dataStorage data11/20/202163General dataMaterial numberDescriptionUnits of measureWeightVolumeDivisionData specificto plantMRP profileManufacturing costsTransportation groupLoading groupDate specificto storage locationStocksData specific to salesDelivering plantSales groupSales textProduct hierarchydependent uponsales organizationand distribution channelClientSales organizationDistribution channel10001011/20/202164Materials can be grouped according to diff