SAP SD Overview Training

Level 1
 Course Contents
Preface

Enterprise Structures in Sales and Distribution

Master Data in Sales and Distribution

Overview of Sales Processes

Special Functions for Sales Processes

Complains Processes

Report and Sales Information System

Nexus System Resources

 Special Functions

Nexus System Resources

 Unit Objectives

Understand and explain the special functions for

sales and distribution such as
Item Proposal
Material Determination
Material Listing / Exclusion
Others Document Processes

Nexus System Resources

 Proposing Items Using Item Proposal

Item Proposal : 5000002

Validity period : 01/01-12/31
Search Term : SD Item proposal

Item Material Qty

10 M01 40
20 M02 50
30 M03 20

Match Code
Sales Order
Sold-to Party : ABC Material or
Item Material Qty material + quantities
10 M01 40
20 M02 50
30 M03 20

Nexus System Resources

 Material Determination

Material Determination
Sales Order
Material Material
Item Material

M75 M01 10 M75

M01

Substitution With

Nexus System Resources

 Material Listing
Payer P01

Sales order
Sold-to party S01 Sold-to party S02
Sold-to party : S01
Payer : P01
Item Material
10 M4711
Material Listing 20 M4713
30 M4714
Customer Material
Sales order
S01 M4711 Sold-to party : S02
Payer : P01
S01 M4712
Item Material
P01 M4711
10 M4711
P01 M4713 20 M4712
30 M4713

Nexus System Resources

 Material Listing

Payer P01

Sales order
Sold-to party : S01
Sold-to party S01 Sold-to party S02
Payer : P01
Item Material
10 M4711
20 M4713
Material Listing
30 M4714

Customer Material Sales order

S01 M4711 Sold-to party : S02

Payer : P01
S01 M4712
Item Material
P01 M4711 10 M4711
P01 M4713 20 M4712
30 M4713

Nexus System Resources

 Material Exclusion
Payer P01

Sales order
Sold-to party S01 Sold-to party S02
Sold-to party : S01
Payer : P01
Item Material
10 M4711
Material Exclusion 20 M4713
30 M4714
Customer Material
Sales order
S01 M4711 Sold-to party : S02
Payer : P01
S01 M4712
Item Material
P01 M4711
10 M4711
P01 M4713 20 M4712
30 M4713

Nexus System Resources

 Material Exclusion
Payer P01

Sales order
Sold-to party S01 Sold-to party S02
Sold-to party : S01
Payer : P01
Item Material
10 M4711
Material Exclusion 20 M4713
30 M4714
Customer Material
Sales order
S01 M4711 Sold-to party : S02
S01 M4712 Payer : P01

P01 M4711 Item Material

10 M4711
P01 M4713
20 M4712
30 M4713

Nexus System Resources

 Free Goods
Inclusive Exclusive
Sales Order Sales Order

MAT A 10 EA MAT A 10 EA
MAT B 2 EA

+ +

Nexus System Resources

 Free Goods Cont
Free Good with Discount 100 %

Sales Delivery Billing

Account Determination
Post GI
Dr. COGS XXXX
Cr. FG M01 XXXX Invoice
FG M02 XXXX
M01 10 EA 100 THB
M02 1 EA 0 THB
Invoice
Dr. A/R XXXX
Sales Deduction XXXX
Cr. Sales Rev. XXXX
Total 100 THB
Sales Rev. XXXX VAT 7 THB
Output Tax XXXX

Nexus System Resources

 Free Goods Cont
Free Good No Pricing

Sales Delivery Billing

Account Determination
Post GI
Dr. COGS XXXX Invoice
Cr. FG M01 XXXX
FG M02 XXXX M01 10 EA 100 THB
M02 1 EA 0 THB

Invoice
Dr. A/R XXXX
Cr. Sales Rev. XXXX
Total 100 THB
Output Tax XXXX VAT 7 THB

Nexus System Resources

 Free of Charge Processes

Sales Delivery Billing

Account Determination
Post GI
Dr. R&D Exp. XXXX FOC Invoice
Cr. FG XXXX
M01 10 EA 100 THB
Invoice
Dr. Expense-Abs. XXXX
Abs-Output Tax XXXX
Total 100 THB
Cr. Expense XXXX VAT 7 THB
Output Tax XXXX

Nexus System Resources

 Scheduling agreement
Pricing
Sold-to party : C01 Tax determination
Valid from : 01.01 Payer
to : 12.31 .
.
.

Pricing
Tax determination
Item1 M01 100 .
.
.

D 020594 10
W 2094 10 Shipping data

M 0694 60
D = Day
W = Week
M = Month

Nexus System Resources

 Delivering a Scheduling Agreement

Deliveries

Scheduling Deliveries
agreement
Deliveries

1.4.95
1.6.95

Nexus System Resources

 Contract

Pricing
Sold-to party : C01 Tax determination
Valid from : 01.01 Payment
to : 12.31 .
.
.

Item Material Quantity

Pricing
10 M01 100 Tax determination
.
.
20 M02 200 .

Nexus System Resources

 Releasing a Contract

Release order Deliveries

Contract Release order Deliveries

Release order Deliveries

Update released quantities

Nexus System Resources

 Cash Sales

Sales order 2319 Delivery 80000397 Billing doc. 90000071

Sold-to party: C1 Ship-to party: C1 Payer: C1

Item Matl Qty Item Matl Qty Item Matl Qty

10 M1 20 pc 10 M1 20 pc 10 M1 20 pc
20 M4 10 pc 20 M4 10 pc 20 M4 10 pc

Created automatically Created through

Standard processing

Invoice
Post to Accounting

Output

Nexus System Resources

 Rush Order

Sales order 2319 Delivery 80000397 Billing doc. 90000071

Sold-to party: C1 Ship-to party: C1 Payer: C1

Item Matl Qty Item Matl Qty Item Matl Qty

10 M1 20 pc 10 M1 20 pc 10 M1 20 pc
20 M4 10 pc 20 M4 10 pc 20 M4 10 pc

Created automatically Created through

Standard processing
Invoice

Post to Accounting

Nexus System Resources

 Down Payment
Billing Plan
Mat A 1,000 THB Dr. D/P Request 107
01/2003 10 %
02/2003 20 %
Dr. Bank 107
Output Tax Clearing 7
Cr. D/P Sales 107
Output Tax 7

S/O D/O Billing

Billing Plan Dr. A/R 1,070

Mat A 1,000 THB Cr. Sales Rev 1,000
Output Tax 70
01/2003 10 % Dr. D/P Sales 107
02/2003 20 % Output Tax 7
Cr. A/R 107
Output Tax Clearing 7

Nexus System Resources

 Credit Limit Check
Sales document

Sold-to party : C1
Payer : P1
Net value : 100.00

Item Material Value

10 M1 70.00
20 M2 30.00
P1
Credit limit : 10,000
Open items : 9,980

The credit limit has been

exceeded by $80.00

Nexus System Resources

 Credit Management
Credit management Sales and distribution,
Definition of credit data Financial accounting
for customer
Creates sales order
Customer Murray
Medium risk Sales orders 1001
Credit limit 100,000.00 USD Murry
20,000.00 USD

Mail Box Credit limit exceeded

R/Mail credit clerk
Blocked orders Order blocked

09998 Smith 4,000.00 USD

10001 Murray 20,000.00 USD
Create material requirements
Delivery due index

Clearing and release

Shipping, Billing
Credit information system
Customer contacted
Order released
Incoming payments

Nexus System Resources

 Data in Credit Control Area
Customer: TILIA Corp.
Total limit: 100,000 Central data
Max. individ. Limit 70,000
Currency: USD

Data per CCA

Customer: TILIA Corp. Customer: TILIA Corp.
CCA: USA CCA: Germany
Limit 50,000 Limit 60,000
Currency: USD Currency: DEM
30,000 DEM = 20,000 USD

50,000 USD
Max. individual limit ok
40,000 USD
90,000 USD Total limit ok

Nexus System Resources

 When to Carry Out Credit Control Checks

Order
Credit status: Blocked Credit control

Delivery
Credit status: Blocked Credit control

Goods issue Credit control

Nexus System Resources

 Subsequent Functions for Orders
Order
SP: Tilia Corp.

Credit status: B Blocked

B B B

B B
Send purchase
Issue order requisition to Delivery
acknowledgment Purchasing

Confirm quantity Generate

for availability shipping due
check list

Nexus System Resources

 Subsequent Functions for a Delivery
Delivery
SH: Tilia Corp.

Credit status: B Blocked

B B

B B

Print delivery Goods issue

note

Pick Pack

Nexus System Resources