This book focuses on the practical, day-to-day requirements of working with Sales and Distribution (SD) in SAP ERP. You’ll learn how to perform transactions with fewer steps and less effort, and discover how to troubleshoot minor problems and system issues. In addition to the core areas of sales and distribution, such as sales, pricing, delivery, transportation, and billing, you’ll also find coverage of more advanced topics, like special sales processes (cross-company and third party) and reporting. Each chapter provides you with the menu paths and transaction codes that are used to execute each of the many detailed examples.

Comprehensive Coverage of SD
Learn how to make the best use of Sales and Distribution in SAP ERP in your daily work.

Tips and Tricks for Your Daily Work
Maximize your time with the various tips and tricks designed to help you get everything you need out of the most common processes, tasks, and features.

Step-by-Step Walkthroughs
Master even the most complex functions in Sales and Distribution using step-by-step walkthroughs, enhanced with screenshots and useful tips.

Reports and Tools for Data Analysis
Uncover the reports and tools in SD to enable you to make decisions and evaluate data more efficiently.

Real-World Examples and Insight
Use the expert advice and insight provided throughout to help you with your own SD processes.

Highlights

· Pre-sales
· Sales Order Processing
· Availability Check
· Pricing
· Delivery
· Picking
· Shipping & Transportation
· Billing
· Reports and Analytics

The Author

Matt Chudy is an independent SAP Logistics Consulting Lead. He has over 12 years of experience in SD, MM, and Logistics, spanning project administration, design, gap-analysis, testing, implementation, supporting, and training. Luis Castedo is an independent systems and business consultant with over 20 years of experience. For the last 15 years, he has been focused on SAP implementations. He is a certified SAP MM consultant, and his specialties include SD, MM, IM, WM, and shipping and transportation.

Table of Contents 

• ... Acknowledgments ... 13
• ... Preface ... 15
• 1 ... Introduction ... 17
• 1.1 ... The SAP Software Suite ... 18
• 1.1.1 ... SAP ERP ... 18
• 1.1.2 ... SAP PLM ... 19
• 1.1.3 ... SAP CRM ... 19
• 1.1.4 ... SAP SRM ... 20
• 1.1.5 ... SAP SCM ... 20
• 1.2 ... SAP GUI Overview ... 21
• 1.2.1 ... Types of SAP GUI ... 22
• 1.2.2 ... Setting Up SAP GUI and Accessing the Application ... 22
• 1.2.3 ... SAP GUI Screen Components ... 23
• 1.3 ... Enterprise Structure in SAP ... 24
• 1.3.1 ... Client ... 25
• 1.3.2 ... Company Code ... 25
• 1.3.3 ... Plant ... 26
• 1.4 ... SAP ERP Logistics — Components and Integration ... 27
• 1.4.1 ... Materials Management ... 27
• 1.4.2 ... Sales and Distribution ... 28
• 1.4.3 ... Logistics Execution ... 28
• 1.4.4 ... Production Planning and Control ... 28
• 1.4.5 ... Plant Maintenance ... 29
• 1.4.6 ... Customer Service ... 29
• 1.4.7 ... Quality Management ... 29
• 1.5 ... Sales and Distribution ... 30
• 1.5.1 ... Organizational Structure in Sales and Distribution ... 30
• 1.5.2 ... Processes in Sales and Distribution ... 36
• 1.6 ... Summary ... 39
• 2 ... Master Data ... 41
• 2.1 ... Importance of Master Data ... 41
• 2.2 ... Business Partners ... 42
• 2.2.1 ... Account Group and Number Ranges ... 43
• 2.2.2 ... Partner Functions ... 43
• 2.2.3 ... Customer Master Data Structure ... 45
• 2.2.4 ... Customer Hierarchies ... 48
• 2.2.5 ... Processing Customer Master Data ... 49
• 2.3 ... Products ... 53
• 2.3.1 ... Material ... 53
• 2.3.2 ... Item Proposal ... 58
• 2.3.3 ... Material Determination ... 61
• 2.3.4 ... Cross Selling ... 63
• 2.3.5 ... Listings and Exclusions ... 65
• 2.4 ... Pricing and Conditions ... 67
• 2.4.1 ... Condition Record ... 68
• 2.4.2 ... Condition Table ... 69
• 2.4.3 ... Access Sequence ... 70
• 2.4.4 ... Condition Type ... 71
• 2.4.5 ... Pricing Procedure ... 73
• 2.4.6 ... Condition Maintenance ... 75
• 2.5 ... Output ... 77
• 2.6 ... Agreements ... 80
• 2.6.1 ... Customer Material Info Records ... 80
• 2.6.2 ... Contracts ... 81
• 2.6.3 ... Rebate Agreements ... 82
• 2.6.4 ... Promotions and Sales Deals ... 84
• 2.7 ... Others ... 86
• 2.7.1 ... Routes ... 86
• 2.7.2 ... Packing Instructions and Packing Instruction Determination ... 90
• 2.7.3 ... Terms of Payment ... 94
• 2.7.4 ... Incoterms ... 95
• 2.8 ... Summary ... 97
• 3 ... Sales ... 99
• 3.1 ... Inquiry and Quotation ... 108
• 3.1.1 ... Inquiry ... 109
• 3.1.2 ... Quotation ... 113
• 3.2 ... Sales Order ... 116
• 3.2.1 ... Creating a Standard Order ... 119
• 3.2.2 ... Using an Item Proposal in Sales Order ... 122
• 3.2.3 ... Material Determination in Sales Order ... 125
• 3.2.4 ... Cross Selling in Sales ... 126
• 3.2.5 ... Listings and Exclusions in Sales ... 129
• 3.2.6 ... Special Orders ... 130
• 3.3 ... Scheduling Agreements ... 132
• 3.4 ... Contracts ... 135
• 3.5 ... Backorders ... 137
• 3.5.1 ... Backorder Processing ... 137
• 3.5.2 ... Rescheduling ... 141
• 3.6 ... Credit Management ... 145
• 3.6.1 ... Credit Management Master Data ... 147
• 3.6.2 ... Processing Blocked Sales and Distribution Documents ... 150
• 3.7 ... Foreign Trade ... 152
• 3.7.1 ... Configuration Objects ... 153
• 3.7.2 ... Foreign Trade Master Data ... 154
• 3.7.3 ... Foreign Trade Cockpits ... 155
• 3.8 ... Returns ... 156
• 3.8.1 ... Returns Order ... 157
• 3.8.2 ... Returns Delivery ... 159
• 3.8.3 ... Billing Document ... 160
• 3.8.4 ... Subsequent Delivery Free of Charge Order ... 161
• 3.9 ... Special Processes in Sales ... 162
• 3.9.1 ... Cross-Company Sales ... 164
• 3.9.2 ... Third- Party Sales Order ... 173
• 3.9.3 ... Make-to-Order Sales Process ... 183
• 3.10 ... Summary ... 192
• 4 ... Shipping and Transportation ... 193
• 4.1 ... Outbound Delivery ... 194
• 4.2 ... Picking ... 203
• 4.2.1 ... Wave Picks ... 204
• 4.2.2 ... Two-Step Picking ... 209
• 4.2.3 ... Planning Replenishments ... 217
• 4.3 ... Packing ... 218
• 4.4 ... Shipment ... 221
• 4.5 ... Shipment Cost Document ... 228
• 4.6 ... Goods Issue ... 233
• 4.7 ... Proof of Delivery ... 237
• 4.8 ... Customer Returns ... 239
• 4.9 ... Summary ... 244
• 5 ... Billing ... 245
• 5.1 ... Billing Types ... 245
• 5.2 ... Billing Relevance ... 248
• 5.2.1 ... Order-Related Invoice ... 248
• 5.2.2 ... Delivery-Related Invoice ... 249
• 5.2.3 ... Order- and Delivery-Related Invoice ... 250
• 5.3 ... Billing Processing ... 251
• 5.4 ... Invoice List ... 258
• 5.5 ... Rebates Processing ... 262
• 5.5.1 ... Standard Rebate Processing ... 262
• 5.5.2 ... Retroactive Rebate Agreements ... 268
• 5.6 ... Other Billing Processes ... 269
• 5.6.1 ... Canceling Billing Documents ... 269
• 5.6.2 ... Credit and Debit Memos ... 271
• 5.6.3 ... Invoice Corrections ... 274
• 5.6.4 ... Billing Plans ... 276
• 5.6.5 ... Down Payment Processing ... 279
• 5.7 ... Integration with Financial Accounting ... 283
• 5.7.1 ... Account Determination ... 284
• 5.7.2 ... SD/FI interface ... 285
• 5.8 ... Summary ... 287
• 6 ... Reporting ... 289
• 6.1 ... Master Data ... 289
• 6.1.1 ... Display Customer Hierarchy (VDH2) ... 289
• 6.1.2 ... Display Condition Record Report (V/I6) ... 291
• 6.1.3 ... Pricing Report (V/LD) ... 293
• 6.1.4 ... Customer Analysis Basic List (MCTA) ... 295
• 6.1.5 ... Sales Organization Analysis (MCTE) ... 299
• 6.2 ... Sales ... 304
• 6.2.1 ... Sales Summary (VC/2) ... 304
• 6.2.2 ... List Customer Material Info (VD59) ... 306
• 6.2.3 ... List of Sales Order (VA05) ... 308
• 6.2.4 ... Inquiries List (VA15) ... 309
• 6.2.5 ... Quotation List (VA25) ... 310
• 6.2.6 ... Incomplete Sales Orders (V.02) ... 312
• 6.2.7 ... Backorders (V.15) ... 314
• 6.2.8 ... Blocked Orders (V.14) ... 317
• 6.2.9 ... Duplicate Sales Orders (SDD1) ... 320
• 6.2.10 ... Customer Returns-Analysis (MC+A) ... 322
• 6.2.11 ... Customer Analysis- Sales (MC+E) ... 325
• 6.2.12 ... Credit Memo Analysis for Customers (MC+I) ... 328
• 6.2.13 ... Sales Org Analysis for Invoiced Sales (MC+2) ... 330
• 6.2.14 ... Material Analysis-Incoming Orders (MC(E) ... 333
• 6.3 ... Logistics ... 336
• 6.3.1 ... Deliveries-Due list (VL10A) ... 336
• 6.3.2 ... Outbound Delivery Monitor (VL06o) ... 338
• 6.3.3 ... Display Delivery Changes (VL22) ... 348
• 6.4 ... Billing ... 349
• 6.4.1 ... Billing Due List (VF04) ... 349
• 6.5 ... SIS and LIS Overview ... 350
• 6.6 ... Summary ... 352
• 7 ... Summary and Conclusion ... 353
• ... Appendices ... 357
• A ... SAP Navigation ... 359
• A.1 ... SAP Easy Access Settings ... 362
• A.2 ... The SAP GUI ... 362
• A.3 ... Finding Transaction Code Names ... 368
• A.4 ... Creating Favorites ... 369
• A.5 ... Managing Favorites ... 370
• A.6 ... Transaction Access ... 371
• A.7 ... Multiple SAP Sessions ... 372
• B ... Output Processing in Sales and Distribution ... 375
• B.1 ... Output Settings in Condition Records ... 375
• C ... Availability Check ... 389
• D ... The Authors ... 395
• ... Index ... 397