Table of Contents

Open all
Close all
Preface
15
Who This Book Is For
15
What Will Be Covered Throughout
15
Acknowledgments
19
Introduction
21
SAP ERP at a Glance
21
Applications and Functionalities in SAP ERP
21
Sales and Distribution in the Context of SAP ERP
22
Advances in Sales and Distribution
23
Implementation Methodology and Resources
27
ASAP Methodology
27
Global ASAP Methodology
28
SAP HANA ASAP Implementation
29
Agile ASAP Implementation
30
Implementation with SAP Solution Manager
30
Customizing Implementation Guide and Resources
32
Summary
33
1 Organizational Structure
35
1.1 Defining Organizational Units
35
Company Code and Company
36
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
2.1.1 Reducing Sales Areas
48
2.1.2 Defining Customer Account Groups
51
2.1.3 Customer Mass Maintenance
53
2.2 Material Master – Sales Views
60
2.2.1 Sales-Relevant Material Master Fields
60
2.2.2 Customizing Material Master Fields
64
2.3 Batch Master Data
68
2.3.1 Defining Batch Configuration
68
2.3.2 Configuring System Messages
72
2.3.3 Configuring the Layout of Batch Master Records
72
2.3.4 Activating the Document Management System
74
2.3.5 Configuring Batch Numbers
74
2.3.6 Configuring Shelf-Life Expiration Date
74
2.3.7 Configuring Batch Classification
76
2.4 Other Important Master Data
79
2.4.1 Vendor Master Data
80
2.4.2 Employee Master Data
82
2.4.3 General Ledger Master Data
82
2.4.4 User Master Data
83
2.5 Summary
85
3 Sales
87
3.1 Processing Sales Documents
88
3.2 Item Categories and Schedule Line Categories
97
3.2.1 Item Categories
98
3.2.2 Schedule Line Categories
100
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
3.7.1 Availability Check
118
3.7.2 Transfer of Requirements
125
3.7.3 Global ATP
126
3.8 Outline Agreements
129
3.8.1 Customer Contracts
129
3.8.2 Scheduling Agreement
133
3.9 Special Business Transactions
133
3.9.1 Consignment Sale Processing
133
3.9.2 Returnable Packaging
135
3.9.3 Make-to-Order Production
135
3.9.4 Bill of Materials
135
3.9.5 Third-Party Order Processing
136
3.9.6 Individual Purchase Order
136
3.9.7 Configurable Material
136
3.10 Incompletion Control
137
3.10.1 Define Status Groups
138
3.10.2 Identify Incompletion Groups
139
3.10.3 Define Incompleteness Procedure
139
3.10.4 Assign Incompleteness Procedure
141
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
3.14.1 Free-of-Charge Delivery and Subsequent Delivery
151
3.14.2 Invoice Correction without Return
151
3.14.3 Returns
152
3.15 Intercompany Sales Processing
153
3.15.1 Intercompany Billing
153
3.15.2 Stock Transfer
155
3.15.3 Create Vendor Master Record for Receiving Plant
161
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
4.2.1 Addressing Basic Configuration
180
4.2.2 Creating Pricing Procedure
185
4.2.3 Assigning Pricing Procedure
187
4.2.4 Creating Condition Records
187
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
4.6.1 Defining and Testing the Physical Destination for External Tax Calculation
202
4.6.2 Activating the SAP Tax Interface
204
4.6.3 Configuring External Tax Documents
204
4.6.4 Defining Tax Jurisdiction Codes
204
4.6.5 Defining the Tax Category for Different Countries
205
4.6.6 Defining Customer Tax Classifications
205
4.6.7 Defining Material Tax Indicators
205
4.6.8 Setting Tax Codes
206
4.6.9 Maintaining Tax Condition Records and Master Data Records
207
4.7 Solving Common Pricing Problems
208
4.8 Summary
209
5 Credit Risk Management
211
5.1 Credit Management
212
5.1.1 Prerequisites for Automatic Credit Control
212
5.1.2 Customer Credit Master Records
218
5.1.3 Automatic Credit Control
222
5.1.4 SAP FSCM Credit Management
225
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
6.1.1 Delivery Types
246
6.1.2 Delivery Item Category
251
6.1.3 Automatic Determination of Delivery Item Category
254
6.2 Delivery Processing Including Delivery Due Lists
255
6.2.1 Profile for Delivery Creation
258
6.2.2 List Profile
260
6.2.3 Function Codes Excluded during List Processing
264
6.2.4 Assign Profile to Scenarios
265
6.2.5 Maintain Requirement Routines
266
6.2.6 Modify Layout
266
6.3 Delivery Processing Integration with Warehouse Management
266
6.4 Picking, Handling Unit Management, Packing, and Goods Issue
267
6.4.1 Picking
268
6.4.2 Handling Unit Management
269
6.4.3 Packing
270
6.4.4 Goods Issue
271
6.5 Routes and Route Determination
272
6.5.1 Define Route
272
6.5.2 Route Determination
275
6.5.3 Route Schedule Determination
277
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
7.1.1 Creating Individual Invoices
290
7.1.2 Collective Billing Document
293
7.1.3 Invoice Split
294
7.1.4 Billing Due List
295
7.1.5 Invoice List
296
7.1.6 Cancellation Invoice
296
7.1.7 General Billing Interface
297
7.2 Billing Types
299
7.2.1 Customizing Billing Types
299
7.2.2 Number Ranges for Billing Types
304
7.2.3 Check Customized Billing Types
307
7.3 Billing Plan
308
7.3.1 Define Billing Plan Types
309
7.3.2 Define Date Descriptions
311
7.3.3 Define and Assign Date Categories
311
7.3.4 Maintain Date Proposals for Milestone Billing
313
7.3.5 Assign Billing Plan Types to Sales Document Types
313
7.3.6 Assign Billing Plan Types to Item Categories
314
7.3.7 Define Rules for Determining Dates
315
7.4 Revenue Account Determination
316
7.4.1 Field Catalog for the Account Determination Table
317
7.4.2 Account Determination Table
319
7.4.3 Access Sequence
320
7.4.4 Account Determination Type
321
7.4.5 Account Determination Procedure
321
7.4.6 Account Key
323
7.4.7 Assign General Ledger to Account Determination Types
324
7.5 Accounts Interface
325
7.5.1 Revenue Recognition
325
7.5.2 Reconciliation Account Determination
327
7.5.3 Cash Account Determination
328
7.5.4 Data Forwarded to Accounting Document
328
7.6 Solving Common Billing Problems
329
7.7 Summary
343
8 Cross-Functional Customization
345
8.1 Text Processing
345
8.1.1 Text IDs
348
8.1.2 Text Determination Procedure
349
8.1.3 Assigning Text IDs to a Text Determination Procedure
350
8.1.4 Define Access Sequence
351
8.1.5 Assignment of Text Determination Procedure
352
8.1.6 Text Determination Analysis
354
8.2 Message Control
355
8.2.1 IDoc Interface and EDI
356
8.2.2 Application Link Enabling
362
8.3 ABAP Tools
362
8.3.1 SD User Exits
362
8.3.2 Debugging
364
8.3.3 Legacy System Migration Workbench
366
8.4 Numbering Objects
378
8.4.1 Maintain Number Ranges
380
8.4.2 Create Number Range Objects
382
8.5 Summary
385
9 Reporting and Analysis
387
9.1 Useful Standard Reports
387
9.1.1 Classification of Standard Reports
388
9.1.2 Features Available in Standard Reports
397
9.2 Developing Reports Using Queries
398
9.2.1 Create Query
399
9.2.2 Data Source
400
9.2.3 Insert Tables
401
9.2.4 Join Tables
401
9.2.5 Selection and List Fields
403
9.2.6 List Screen Layout
404
9.2.7 Create a Z-Transaction for the Query
408
9.3 Sales Information System
410
9.3.1 Standard Analyses
411
9.3.2 Flexible Analyses
415
9.3.3 General Checks for Info Structures
421
9.3.4 Checks for SIS Info Structures
423
9.4 Business Intelligence and Reporting
426
9.5 Operative Reporting Tools
430
9.5.1 SAP BEx Analyzer
430
9.5.2 SAP BEx Query Designer
430
9.5.3 SAP HANA Reporting Tools
433
9.5.4 SAP BW Modeling
441
9.5.5 List-Optimized Daily Reports
442
9.6 Summary
446
10 Sales and Distribution and SAP CRM
447
10.1 Sales
450
10.1.1 SAP ERP Order and Quotation Created in SAP CRM WebClient
450
10.1.2 Adding Sales Functionality to SAP CRM WebClient
452
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
A.1 Options Settings
472
A.2 Other Customization Options
478
B List of SAP Area Menus
483
C The Authors
517
Index
519