Sales and Distribution in SAP ERP: Business User Guide
3rd Edition
Published on 28. November 2017
Book
Hardback
518 pages
978-1-4932-1622-2 (ISBN)
Description
Get the most out of SAP ERP for your essential operations in Sales and Distribution. Creating a sales order? Inquiries and quotations? Outbound deliveries? Get the step-by-step instructions you need for sales, shipping, transportation, and billing with this business user guide to SAP ERP.
a. Daily Business Tasks
Sales. Shipping. Billing. Get the guidance and transactions you need for your day-to-day work by following detailed screenshots and step-by-step instructions.
b. Basic and Advanced Topics
Nail the basics, from sales orders to outbound delivery. Then master advanced topics such as reporting and analytics on sales, credit management, logistics, and more.
c. Updates and Expanded Content
Updated for EHP 8, this new edition includes new coverage of output processing, global trade, and converging invoices.
1) Master data setup
2) Sales
3) Shipping
4) Transportation
5) Billing
6) Reporting
7) Credit and dispute management
8) SAP CRM and SAP FSCM
More details
Other editions
Previous edition
Matt Chudy | Luis Castedo | Ricardo Lopez
Sales and Distribution in SAP ERP-Practical Guide
Book
12/2014
2nd Edition
SAP PRESS
€69.95
Article exhausted; check for reprint
Persons
Author
Matt Chudy is an independent SAP Logistics consulting lead. He has more than 13 years of experience in Sales and Distribution, Materials Management, and other logistics applications, spanning project administration, design, gap analysis, testing, implementation, and support and training.
Luis Castedo is an independent systems and business consultant with more than 20 years of experience. For the past 15 years, he has been focused on SAP implementations, spanning Sales and Distribution, Materials Management, Inventory Management, Warehouse Management, and Transportation Management.
20-year SAP veteran Ricardo Lopez is a PMP project manager with an SD certification from SAP America. As a senior manager with a solid background coordinating and managing major OTC projects and devising plans and schedules, Ricardo has two decades of consulting experience directing implementations of SAP applications such as Sales and Distribution, SAP FSCM/Biller Direct, Credit and Dispute Management, and SAP Fiori. He has participated in more than 20 full go-live cycles, and 20 template roll-outs around the globe. Ricardo currently lives in the New York City area, where he is the IT director at Wiley & Son.
Content
... Preface ... 15
... What This Book Covers ... 15
1 ... Introduction ... 17
1.1 ... Sales and Distribution at a Glance ... 18
1.2 ... Sales and Distribution Process ... 18
1.3 ... SAP ERP Sales and Distribution ... 22
1.4 ... SAP ERP Sales and Distribution Organizational Structures ... 36
1.5 ... Summary ... 44
2 ... Master Data ... 45
2.1 ... Importance of Master Data ... 45
2.2 ... Business Partners ... 46
2.3 ... Products ... 58
2.4 ... Pricing and Conditions ... 72
2.5 ... Output Conditions ... 82
2.6 ... Agreements ... 89
2.7 ... Other Useful Master Data ... 94
2.8 ... Summary ... 105
3 ... Sales ... 107
3.1 ... Sales Document Components ... 107
3.2 ... Inquiry and Quotation ... 116
3.3 ... Sales Order ... 124
3.4 ... Scheduling Agreements ... 139
3.5 ... Contracts ... 142
3.6 ... Backorders ... 144
3.7 ... SAP Credit Management ... 152
3.8 ... Foreign Trade ... 159
3.9 ... Global Trade ... 167
3.10 ... Returns ... 175
3.11 ... Special Processes in Sales ... 180
3.12 ... Sales Output Processing ... 219
3.13 ... Summary ... 223
4 ... Shipping and Transportation ... 225
4.1 ... Shipping and Transportation Overview ... 226
4.2 ... Outbound Delivery ... 227
4.3 ... Picking ... 236
4.4 ... Packing ... 250
4.5 ... Shipment ... 253
4.6 ... Shipment Cost Document ... 260
4.7 ... Goods Issue ... 266
4.8 ... Proof of Delivery ... 269
4.9 ... Customer Returns ... 271
4.10 ... Shipping and Transportation Output Processing ... 276
4.11 ... Summary ... 282
5 ... Billing ... 283
5.1 ... Billing Types ... 283
5.2 ... Billing Relevance ... 287
5.3 ... Billing Processing ... 290
5.4 ... Invoice List ... 296
5.5 ... Rebates Processing ... 301
5.6 ... Other Billing Processes ... 307
5.7 ... Integration with SAP ERP Financial Accounting ... 320
5.8 ... SAP Convergent Invoicing ... 327
5.9 ... Billing Output Processing ... 329
5.10 ... Summary ... 335
6 ... Reporting ... 337
6.1 ... Master Data ... 337
6.2 ... Sales ... 350
6.3 ... SAP Credit Management ... 386
6.4 ... Logistics ... 393
6.5 ... Billing ... 405
6.6 ... Sales Information System and Logistics Information System Overview ... 407
6.7 ... Summary ... 408
7 ... Financial Supply Chain Management for SAP ERP Sales and Distribution ... 409
7.1 ... Financial Supply Chain Management Overview and Components ... 410
7.2 ... SAP Biller Direct ... 412
7.3 ... Credit Management ... 429
7.4 ... SAP Dispute Management ... 447
7.5 ... Summary ... 458
... Appendices ... 459
A ... SAP Navigation ... 461
B ... Output Processing in Sales and Distribution ... 477
C ... Intermediate Documents ... 491
D ... The Authors ... 503
... Index ... 505
... What This Book Covers ... 15
1 ... Introduction ... 17
1.1 ... Sales and Distribution at a Glance ... 18
1.2 ... Sales and Distribution Process ... 18
1.3 ... SAP ERP Sales and Distribution ... 22
1.4 ... SAP ERP Sales and Distribution Organizational Structures ... 36
1.5 ... Summary ... 44
2 ... Master Data ... 45
2.1 ... Importance of Master Data ... 45
2.2 ... Business Partners ... 46
2.3 ... Products ... 58
2.4 ... Pricing and Conditions ... 72
2.5 ... Output Conditions ... 82
2.6 ... Agreements ... 89
2.7 ... Other Useful Master Data ... 94
2.8 ... Summary ... 105
3 ... Sales ... 107
3.1 ... Sales Document Components ... 107
3.2 ... Inquiry and Quotation ... 116
3.3 ... Sales Order ... 124
3.4 ... Scheduling Agreements ... 139
3.5 ... Contracts ... 142
3.6 ... Backorders ... 144
3.7 ... SAP Credit Management ... 152
3.8 ... Foreign Trade ... 159
3.9 ... Global Trade ... 167
3.10 ... Returns ... 175
3.11 ... Special Processes in Sales ... 180
3.12 ... Sales Output Processing ... 219
3.13 ... Summary ... 223
4 ... Shipping and Transportation ... 225
4.1 ... Shipping and Transportation Overview ... 226
4.2 ... Outbound Delivery ... 227
4.3 ... Picking ... 236
4.4 ... Packing ... 250
4.5 ... Shipment ... 253
4.6 ... Shipment Cost Document ... 260
4.7 ... Goods Issue ... 266
4.8 ... Proof of Delivery ... 269
4.9 ... Customer Returns ... 271
4.10 ... Shipping and Transportation Output Processing ... 276
4.11 ... Summary ... 282
5 ... Billing ... 283
5.1 ... Billing Types ... 283
5.2 ... Billing Relevance ... 287
5.3 ... Billing Processing ... 290
5.4 ... Invoice List ... 296
5.5 ... Rebates Processing ... 301
5.6 ... Other Billing Processes ... 307
5.7 ... Integration with SAP ERP Financial Accounting ... 320
5.8 ... SAP Convergent Invoicing ... 327
5.9 ... Billing Output Processing ... 329
5.10 ... Summary ... 335
6 ... Reporting ... 337
6.1 ... Master Data ... 337
6.2 ... Sales ... 350
6.3 ... SAP Credit Management ... 386
6.4 ... Logistics ... 393
6.5 ... Billing ... 405
6.6 ... Sales Information System and Logistics Information System Overview ... 407
6.7 ... Summary ... 408
7 ... Financial Supply Chain Management for SAP ERP Sales and Distribution ... 409
7.1 ... Financial Supply Chain Management Overview and Components ... 410
7.2 ... SAP Biller Direct ... 412
7.3 ... Credit Management ... 429
7.4 ... SAP Dispute Management ... 447
7.5 ... Summary ... 458
... Appendices ... 459
A ... SAP Navigation ... 461
B ... Output Processing in Sales and Distribution ... 477
C ... Intermediate Documents ... 491
D ... The Authors ... 503
... Index ... 505