Table of Contents

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Preface
19
Objective of This Book
20
Scope of This Book
21
SAP GUI and SAP Fiori
25
SAP GUI
25
SAP Fiori Launchpad
27
Target Audience
30
How to Read This Book
31
Implementation Notes
33
1 Organizational Structure and General Settings
35
1.1 Company Codes
35
1.2 Sales Areas
38
1.2.1 Designing the Sales Hierarchy
38
1.2.2 Sales Organizations
41
1.2.3 Distribution Channels and Distribution Chains
46
1.2.4 Divisions
51
1.2.5 Sales Areas
55
1.2.6 Plant Assignment
58
1.2.7 Credit Control Area Assignment
60
1.3 Sales Offices and Sales Groups
62
1.3.1 Sales Offices
64
1.3.2 Sales Groups
67
1.4 Shipping Points and Loading Points
68
1.4.1 Shipping Points
70
1.4.2 Loading Points
74
1.5 Transportation Planning Points
75
1.6 Summary
78
2 Business Partner Master Data
79
2.1 Creating New Business Partners
80
2.1.1 Business Partner Creation Overview
81
2.1.2 Main Business Partner Attributes
84
2.2 General Data
100
2.2.1 Address
100
2.2.2 Address Overview
104
2.2.3 Identification
105
2.2.4 Control
109
2.2.5 Payment Transactions
112
2.2.6 Status
112
2.2.7 Legal Data
113
2.2.8 Customer: General Data
115
2.2.9 Customer: Tax Data
119
2.2.10 Customer: Additional Data
122
2.2.11 Customer: Unloading Points
124
2.2.12 Customer: Texts
127
2.3 Sales Information
128
2.3.1 Orders
129
2.3.2 Shipping
136
2.3.3 Billing
140
2.3.4 Documents
144
2.3.5 Partner Functions
145
2.3.6 Additional Data
150
2.3.7 Status
151
2.3.8 Customer: Texts
158
2.4 Customer Hierarchy
162
2.4.1 Define Customer Hierarchy Types
163
2.4.2 Assign Account Groups for Customer Hierarchy
163
2.4.3 Assign Sales Areas for Customer Hierarchy
164
2.4.4 Assign Customer Hierarchy
165
2.5 Summary
167
3 Material Master Data Elements
169
3.1 Sales Organization Data: Sales View 1
170
3.1.1 Base Unit of Measure
171
3.1.2 Unit of Measure Group
172
3.1.3 Material Status
173
3.1.4 Delivery Plant
174
3.1.5 Material Group
174
3.1.6 Cash Discount and Conditions
175
3.1.7 Tax Data
176
3.1.8 Quantity Stipulations
176
3.2 Sales Organization Data: Sales View 2
176
3.2.1 Material Statistics Group
177
3.2.2 Material Price Group
178
3.2.3 Material Volume Rebate Group
179
3.2.4 Material Account Assignment Group
179
3.2.5 Item Category Group
180
3.2.6 Pricing Reference Material
181
3.2.7 Product Hierarchy
181
3.2.8 Commission Group
185
3.2.9 Material Groups 1 through 5
186
3.2.10 Product Attributes
188
3.3 Sales: General/Plant Data
189
3.3.1 General Data
190
3.3.2 Shipping Data
190
3.3.3 Packaging Material Data
192
3.3.4 General Plant Parameters
193
3.4 International Trade: Export
194
3.5 Sales Text
196
3.6 Customer-Material Information Records
197
3.7 Summary
200
4 Pricing and the Condition Technique
201
4.1 Pricing
202
4.1.1 Pricing Condition Records: Master Data
203
4.1.2 Pricing Condition Tables
206
4.1.3 Pricing Access Sequences
208
4.1.4 Pricing Condition Types
211
4.1.5 Pricing Procedures
220
4.2 Free Goods
225
4.2.1 Free Goods Condition Records: Master Data
225
4.2.2 Free Goods Condition Table
228
4.2.3 Free Goods Access Sequence
230
4.2.4 Free Goods Condition Type
232
4.2.5 Free Goods Procedure
232
4.3 Material Determination
234
4.3.1 Material Determination Condition Records: Master Data
235
4.3.2 Material Determination Condition Tables
239
4.3.3 Material Determination Access Sequences
240
4.3.4 Material Determination Condition Types
242
4.3.5 Material Determination Procedures
243
4.4 Cross-Selling
245
4.4.1 Cross-Selling Condition Records: Master Data
245
4.4.2 Cross-Selling Condition Tables
248
4.4.3 Cross-Selling Access Sequences
250
4.4.4 Cross-Selling Condition Types
251
4.4.5 Cross-Selling Procedures
251
4.4.6 Cross-Selling/Dynamic Product Proposal Profiles
255
4.4.7 Special Item Category Determination
258
4.5 Dynamic Product Proposals
261
4.5.1 Dynamic Product Proposal Condition Records: Master Data
262
4.5.2 Dynamic Product Proposal Procedures and Access Sequences
265
4.5.3 Procedure Determination for Product Proposals
268
4.6 Listing/Exclusion
269
4.6.1 Listing/Exclusion Condition Records: Master Data
270
4.6.2 Listing/Exclusion Condition Tables
272
4.6.3 Listing/Exclusion Access Sequences
274
4.6.4 Listing/Exclusion Condition Types
276
4.6.5 Listing/Exclusion Procedures
276
4.7 Output Determination and Management
279
4.7.1 Output Determination Condition Records: Master Data
279
4.7.2 Output Determination Condition Tables
283
4.7.3 Output Determination Access Sequences
285
4.7.4 Output Determination Condition Types
287
4.7.5 Output Determination Procedures
290
4.8 Bonus Buy
293
4.8.1 Bonus Buy Material Categories
293
4.8.2 Bonus Buy Master Data
294
4.8.3 Maintaining the Bonus Buy Application
297
4.8.4 Bonus Buy Profiles
297
4.8.5 Bonus Buy Number Ranges
298
4.8.6 Bonus Buy Condition Types
300
4.8.7 Bonus Buy Access Sequences
301
4.8.8 Bonus Buy Condition Tables
303
4.8.9 Bonus Buy Pricing Schemas
304
4.9 Summary
306
5 Sales Contract and Agreement Management
307
5.1 Master, Value, and Quantity Contracts
307
5.1.1 Master Contracts
309
5.1.2 Quantity Contracts
315
5.1.3 Value Contracts
317
5.2 Customer Rebate Agreements
320
5.2.1 Manage Customer Condition Contracts App
322
5.2.2 Settle Customer Condition Contracts App
340
5.3 Summary
347
6 Sales Order Management
349
6.1 Creating Sales Documents
350
6.1.1 Sales Order Types
353
6.1.2 Assigning Sales Area to Sales Document Types
364
6.1.3 Sales Orders Number Ranges
367
6.2 Creating Standard Orders: Overview
369
6.2.1 Sales
369
6.2.2 Item Overview
374
6.2.3 Item Detail
375
6.2.4 Ordering Party
377
6.2.5 Procurement
378
6.2.6 Shipping
379
6.2.7 Configuration
381
6.2.8 Reason for Rejection
383
6.2.9 All Items
385
6.2.10 Defining Item Categories
388
6.3 Creating Standard Orders: Header Data
395
6.3.1 Sales
396
6.3.2 Shipping
399
6.3.3 Billing Document
402
6.3.4 Electronic Payments
405
6.3.5 Billing Plan
406
6.3.6 Accounting
409
6.3.7 Conditions
411
6.3.8 Account Assignment
412
6.3.9 Partner
412
6.3.10 Texts
416
6.3.11 Order Data
423
6.3.12 Status
426
6.3.13 Additional Data
428
6.4 Creating Standard Orders: Item Data
430
6.4.1 Sales A
430
6.4.2 Sales B
433
6.4.3 Shipping
436
6.4.4 Billing Document
443
6.4.5 Conditions
445
6.4.6 Account Assignment
446
6.4.7 Schedule Lines
448
6.4.8 Partner
453
6.4.9 Texts
453
6.4.10 Order Data
454
6.4.11 Status
455
6.4.12 Structure
456
6.4.13 Free Characteristics
457
6.4.14 Additional Data
458
6.5 Incompletion Procedure: Log of Incomplete Items
459
6.6 Rush Orders
464
6.7 Cash Sales (Retail)
464
6.8 Summary
466
7 Available to Promise and Transfer of Requirements
467
7.1 Product Availability Check
468
7.1.1 Backward Scheduling
468
7.1.2 Forward Scheduling
469
7.2 Available to Promise Checks
470
7.2.1 Process Overview
470
7.2.2 Schedule Line Details
473
7.2.3 Availability Overview and Scope of ATP Check
479
7.2.4 Backorder Rescheduling
489
7.3 Transfer of Requirements
492
7.3.1 Configuring Requirement Classes
493
7.3.2 Configuring Requirement Types
496
7.3.3 Determining Requirement Type by Item Category and MRP Type
497
7.3.4 Defining Procedure for Each Schedule Line Category
498
7.4 Segmentation Strategy
499
7.5 Product Allocation
500
7.5.1 Activate Product Allocation
500
7.5.2 Configure Product Allocation Object
501
7.5.3 Manage Product Allocation Planning Data
504
7.5.4 Manage Product Allocation Sequences
505
7.5.5 Assign Product to Product Allocation
507
7.6 Rule-Based ATP
508
7.6.1 Business Transactions
508
7.6.2 Sales Order Level
509
7.6.3 Item Level Rules
509
7.7 Summary
510
8 Drop Shipments and Special Orders
511
8.1 Drop Shipments
512
8.1.1 Process Overview
512
8.1.2 Schedule Line Category
515
8.2 Special Orders
516
8.3 Purchase Requisitions and Purchase Orders
519
8.4 Vendor Interfaces
525
8.5 Statistical Goods Receipt
525
8.6 Vendor Invoice Receipt
526
8.7 Drop Shipment Billing
526
8.7.1 Sales Order Types
526
8.7.2 Billing Copy Control for Drop Shipment Billing
527
8.7.3 Item Categories
529
8.8 Summary
530
9 Shipping and Delivery
531
9.1 Shipping Points
532
9.2 Delivery Documents
534
9.2.1 Create Delivery: Overview
534
9.2.2 Defining Delivery Document Types
540
9.2.3 Number Ranges for Delivery Documents
545
9.2.4 Assigning Picking Locations
546
9.2.5 Item Categories for Deliveries
547
9.3 Create Delivery: Header Details
552
9.3.1 Processing
552
9.3.2 Picking
554
9.3.3 Loading
556
9.3.4 Shipment
558
9.3.5 International Trade
561
9.3.6 Financial Processing
563
9.3.7 Administration
563
9.3.8 Partner
565
9.3.9 Texts
566
9.3.10 Conditions
567
9.3.11 Dates
568
9.3.12 Parcel Tracking
569
9.4 Create Delivery: Item Details
570
9.4.1 Processing
570
9.4.2 Material
571
9.4.3 Batch Split
573
9.4.4 Picking
576
9.4.5 Loading and Shipment
577
9.4.6 Financial Processing
578
9.4.7 Texts
580
9.4.8 Conditions
580
9.4.9 Predecessor Data Tab
581
9.4.10 Administration
582
9.5 Decentralized Warehouse Integration
584
9.5.1 Basic Decentralized WMS Integration Set Up
585
9.5.2 Batch Determination
587
9.6 Picking/Transfer Orders
590
9.7 Packing
592
9.8 Transportation Planning
595
9.8.1 Shipment Document
596
9.8.2 Defining Routes
601
9.8.3 Maintaining Transportation Relevance
603
9.8.4 Number Ranges for Shipment Documents
604
9.8.5 Defining Shipment Types
605
9.8.6 Defining and Assigning Activity Profiles
610
9.9 Post Goods Issue
614
9.10 Proof of Delivery and Valuated Stock-in-Transit
614
9.10.1 Proof of Delivery
615
9.10.2 Valuated Stock-in-Transit
617
9.11 Document Flow
618
9.12 Inbound Deliveries
619
9.13 Summary
620
10 Billing and Invoicing
621
10.1 Creating Billing Documents
621
10.1.1 Initial Document Selection and Document Overview
622
10.1.2 Header Details
630
10.1.3 Item Details
636
10.1.4 Partners
644
10.1.5 Conditions
645
10.1.6 Texts
646
10.1.7 Purchase Order Data
648
10.2 Invoice Lists
650
10.3 Milestone Billing, Periodic Billing, and Down Payments
653
10.3.1 Billing Plans
653
10.3.2 Defining Billing Plan Types
656
10.4 Accounting Documents and Revenue Recognition
657
10.4.1 Revenue Account Determination
658
10.4.2 Cost Centers for Goods Movement
667
10.5 lntercompany Billing
669
10.5.1 Intercompany Billing Transactions
670
10.5.2 Assigning Organizational Units by Plant
672
10.5.3 Defining Internal Customer Number by Sales Organization
672
10.5.4 Billing Copy Control for Intercompany Documents
673
10.6 Proforma Invoices
675
10.7 Summary
676
11 Stock Transfer Orders and lntercompany Sales
677
11.1 Stock Transfer Orders
677
11.1.1 Shipping Data for Plants
679
11.1.2 Delivery Type and Availability Check by Plant
681
11.1.3 Stock Transfers between Storage Locations
684
11.2 lntercompany Sales
685
11.3 Summary
687
12 Customer Consignment
689
12.1 Standard Customer Consignment
689
12.1.1 Process Overview
690
12.1.2 Consignment Fill-Up
692
12.1.3 Consignment Issue
693
12.2 Reverse Customer Consignment
694
12.2.1 Process Overview
694
12.2.2 Consignment Pickup
695
12.2.3 Consignment Return
696
12.3 Summary
697
13 Customer Complaint Management
699
13.1 Customer Returns: Advanced Returns Management
701
13.1.1 Creating with Reference
702
13.1.2 Creating without Reference
704
13.1.3 Defining Return Reasons for Customer Returns
710
13.1.4 Defining Returns Refund Codes
710
13.2 Customer Returns: Lean Returns
711
13.2.1 Defining Order Reasons
713
13.2.2 Assigning Sales Document Types and Sales Organizations to Order Reasons
714
13.3 Credit/Debit Requests
715
13.4 Free of Charge Orders
719
13.5 Customer Inquiries
723
13.6 Status Profiles
725
13.7 Summary
728
14 Reporting and Analytics
729
14.1 ABAP List Viewer
729
14.2 SAP Fiori Workflow
730
14.3 SAP Fiori Operational Reports
732
14.3.1 Manage Business Partner Master Data
732
14.3.2 Manage Sales Orders
733
14.3.3 Product Allocation Overview
734
14.3.4 Manage Billing Documents
735
14.3.5 Display Business Volume – Condition Contracts
735
14.3.6 Sales Order Items – Backorders
737
14.4 SAP GUI Operational Reports and Due Lists
737
14.4.1 List of Sales Orders
737
14.4.2 Incomplete Orders
739
14.4.3 Sales Documents by Object Status
740
14.4.4 Duplicate Documents
741
14.4.5 Display Backorders
742
14.4.6 Billing Document Due List
743
14.4.7 Log of Collective Run
744
14.4.8 Delivery Document Due List
745
14.5 Analytics
747
14.6 Summary
748
The Author
749
Index
751