Configuring Sales and Distribution in SAP ERP
2nd Edition
Will be published approx. on 28. November 2015
Book
Hardback
526 pages
978-1-4932-1260-6 (ISBN)
Description
Customize your SD project to meet your unique sales setup! From quotations and sales orders to shipping and outbound delivery documents, learn how to align an SAP ERP Sales and Distribution implementation with the critical processes that help each business thrive. Get configuration guidance for sales, billing and credit management, distribution, and more. Up to date for EHP 7, this second edition teaches the ins and outs of SD customization and use.Master Data SetupLearn how to customize master data for customers, materials, and batches, and how to maintain this data in a functional implementation after go-live.Key SD FunctionalityFrom sales and pricing to billing and beyond, learn how to configure a system to get the most out of critical SD functionality like returns processing, product delivery, and route determination.Highlights:Organizational structureMaster dataSalesPricingCredit managementPicking and packingDeliveryBillingReporting and analysis with SAP HANA
More details
Other editions
Previous edition
Book
05/2010
1st Edition
SAP PRESS
€69.95
Article exhausted; check for reprint
Persons
Author
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
. Acknowledgments . 19
. Introduction . 21
1 . Organizational Structure . 35
1.1 . Defining Organizational Units ... 35
1.2 . Importing Organizational Units ... 40
1.3 . Assigning Organizational Units ... 41
1.4 . Checking for Consistency ... 43
1.5 . Summary ... 45
2 . Master Data ... 47
2.1 . Customer Master Data ... 48
2.2 . Material Master - Sales Views ... 60
2.3 . Batch Master Data ... 68
2.4 . Other Important Master Data ... 79
2.5 . Summary . 85
3 . Sales ... 87
3.1 . Processing Sales Documents ... 88
3.2 . Item Categories and Schedule Line Categories ... 97
3.3 . Create with Reference ... 102
3.4 . Order Management with SAP Jam ... 106
3.5 . Copy Control ... 109
3.6 . Partner Determination ... 114
3.7 . Availability Check and Transfer of Requirements ... 116
3.8 . Outline Agreements ... 129
3.9 . Special Business Transactions ... 133
3.10 . Incompletion Control ... 137
3.11 . Free Goods and Items ... 141
3.12 . Material Determination, Listing, and Exclusion ... 145
3.13 ... Batch Determination ... 147
3.14 . Returns (Complaints) Processing ... 150
3.15 ... Intercompany Sales Processing ... 153
3.16 . Outputs in Sales ... 161
3.17 . Solving Common Sales Problems ... 166
3.18 . Summary ... 168
4 . Pricing ... 169
4.1 . Condition Techniques ... 170
4.2 . Setting Up Condition Records ... 172
4.3 . Optimizing Price Determination ... 187
4.4 . Rebate Agreement ... 191
4.5 . Customized Pricing Report and Price List . 197
4.6 . Common External Tax Software Packages ... 201
4.7 . Solving Common Pricing Problems ... 208
4.8 . Summary ... 209
5 . Credit Risk Management ... 211
5.1 . Credit Management ... 212
5.2 . Credit Management Operations ... 235
5.3 . Blocking and Unblocking Customers ... 239
5.4 . Solving Common Credit Risk Problems ... 240
5.5 . Summary ... 243
6 . Logistics Management ... 245
6.1 . Delivery Types and Delivery Item Categories ... 246
6.2 . Delivery Processing Including Delivery Due Lists ... 255
6.3 . Delivery Processing Integration with Warehouse Management ... 266
6.4 . Picking, Handling Unit Management, Packing, and Goods Issue ... 267
6.5 . Routes and Route Determination ... 272
6.6 . Outputs in Shipping ... 277
6.7 . Batch Determination in Deliveries ... 280
6.8 . Serialized Materials Processing ... 281
6.9 . Solving Common Delivery Problems ... 283
6.10 . Summary ... 287
7 . Billing ... 289
7.1 . Bill Processing ... 290
7.2 . Billing Types ... 299
7.3 . Billing Plan ... 308
7.4 . Revenue Account Determination ... 316
7.5 . Accounts Interface ... 325
7.6 . Solving Common Billing Problems ... 329
7.7 . Summary ... 343
8 . Cross-Functional Customization ... 345
8.1 . Text Processing ... 345
8.2 . Message Control ... 355
8.3 . ABAP Tools ... 362
8.4 . Numbering Objects ... 378
8.5 . Summary ... 385
9 . Reporting and Analysis ... 387
9.1 . Useful Standard Reports ... 387
9.2 ... Developing Reports Using Queries ... 398
9.3 ... Sales Information System ... 410
9.4 . Business Intelligence and Reporting ... 426
9.5 . Operative Reporting Tools ... 430
9.6 . Summary ... 446
10 . Sales and Distribution and SAP CRM ... 447
10.1 . Sales ... 450
10.2 . Marketing ... 454
10.3 . Service ... 457
10.4 . Interaction Center ... 459
10.5 . Summary ... 462
11 . Summary and Conclusion ... 463
. Appendices ... 469
A . Customization of Local Layout ... 471
B . List of SAP Area Menus ... 483
C . The Authors ... 517
. Index ... 519
. Acknowledgments . 19
. Introduction . 21
1 . Organizational Structure . 35
1.1 . Defining Organizational Units ... 35
1.2 . Importing Organizational Units ... 40
1.3 . Assigning Organizational Units ... 41
1.4 . Checking for Consistency ... 43
1.5 . Summary ... 45
2 . Master Data ... 47
2.1 . Customer Master Data ... 48
2.2 . Material Master - Sales Views ... 60
2.3 . Batch Master Data ... 68
2.4 . Other Important Master Data ... 79
2.5 . Summary . 85
3 . Sales ... 87
3.1 . Processing Sales Documents ... 88
3.2 . Item Categories and Schedule Line Categories ... 97
3.3 . Create with Reference ... 102
3.4 . Order Management with SAP Jam ... 106
3.5 . Copy Control ... 109
3.6 . Partner Determination ... 114
3.7 . Availability Check and Transfer of Requirements ... 116
3.8 . Outline Agreements ... 129
3.9 . Special Business Transactions ... 133
3.10 . Incompletion Control ... 137
3.11 . Free Goods and Items ... 141
3.12 . Material Determination, Listing, and Exclusion ... 145
3.13 ... Batch Determination ... 147
3.14 . Returns (Complaints) Processing ... 150
3.15 ... Intercompany Sales Processing ... 153
3.16 . Outputs in Sales ... 161
3.17 . Solving Common Sales Problems ... 166
3.18 . Summary ... 168
4 . Pricing ... 169
4.1 . Condition Techniques ... 170
4.2 . Setting Up Condition Records ... 172
4.3 . Optimizing Price Determination ... 187
4.4 . Rebate Agreement ... 191
4.5 . Customized Pricing Report and Price List . 197
4.6 . Common External Tax Software Packages ... 201
4.7 . Solving Common Pricing Problems ... 208
4.8 . Summary ... 209
5 . Credit Risk Management ... 211
5.1 . Credit Management ... 212
5.2 . Credit Management Operations ... 235
5.3 . Blocking and Unblocking Customers ... 239
5.4 . Solving Common Credit Risk Problems ... 240
5.5 . Summary ... 243
6 . Logistics Management ... 245
6.1 . Delivery Types and Delivery Item Categories ... 246
6.2 . Delivery Processing Including Delivery Due Lists ... 255
6.3 . Delivery Processing Integration with Warehouse Management ... 266
6.4 . Picking, Handling Unit Management, Packing, and Goods Issue ... 267
6.5 . Routes and Route Determination ... 272
6.6 . Outputs in Shipping ... 277
6.7 . Batch Determination in Deliveries ... 280
6.8 . Serialized Materials Processing ... 281
6.9 . Solving Common Delivery Problems ... 283
6.10 . Summary ... 287
7 . Billing ... 289
7.1 . Bill Processing ... 290
7.2 . Billing Types ... 299
7.3 . Billing Plan ... 308
7.4 . Revenue Account Determination ... 316
7.5 . Accounts Interface ... 325
7.6 . Solving Common Billing Problems ... 329
7.7 . Summary ... 343
8 . Cross-Functional Customization ... 345
8.1 . Text Processing ... 345
8.2 . Message Control ... 355
8.3 . ABAP Tools ... 362
8.4 . Numbering Objects ... 378
8.5 . Summary ... 385
9 . Reporting and Analysis ... 387
9.1 . Useful Standard Reports ... 387
9.2 ... Developing Reports Using Queries ... 398
9.3 ... Sales Information System ... 410
9.4 . Business Intelligence and Reporting ... 426
9.5 . Operative Reporting Tools ... 430
9.6 . Summary ... 446
10 . Sales and Distribution and SAP CRM ... 447
10.1 . Sales ... 450
10.2 . Marketing ... 454
10.3 . Service ... 457
10.4 . Interaction Center ... 459
10.5 . Summary ... 462
11 . Summary and Conclusion ... 463
. Appendices ... 469
A . Customization of Local Layout ... 471
B . List of SAP Area Menus ... 483
C . The Authors ... 517
. Index ... 519