Configuring Sales and Distribution in SAP ERP - Configure SD based on your business requirements. Master core SD functionality for your sales and distribution operations. Use reporting and analysis tools to make sense of SD data

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. This second edition teaches the ins and outs of SD customization and use.

a. Master Data Setup
Learn how to customize master data for customers, customer credits, materials, and batches, and how to maintain this data in a functional implementation after go-live.

b. Key SD Functionality
From sales and pricing to billing and beyond, learn how to get the most out of critical SD functionality like returns processing, product delivery, and route determination.

Highlights:

• Organizational structure
• Master data
• Sales
• Pricing
• Credit management
• Picking and packing
• Delivery
• Billing
• Reporting and analysis with SAP HANA

List of contents

... 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

About the author

Ashish Ranjan Mohapatra has worked with SAP for over 9 years. As Team Leader and Assistant Project Manager for an implementation project, he developed a thorough understanding of the SAP SD component, as well as implementation and configuration pain points. As head of the Business Process Department, Ashish expanded his knowledge of other SAP components, including MM, FI/CO, PP, and QM. Ashish is an SAP SD Certified Consultant and an instructor with an SAP education partner.

Summary

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. This second edition teaches the ins and outs of SD customization and use. a. Master Data SetupLearn how to customize master data for customers, customer credits, materials, and batches, and how to maintain this data in a functional implementation after go-live. b. Key SD FunctionalityFrom sales and pricing to billing and beyond, learn how to get the most out of critical SD functionality like returns processing, product delivery, and route determination.

Highlights:

Organizational structure
Master data
Sales
Pricing
Credit management
Picking and packing
Delivery
Billing
Reporting and analysis with SAP HANA

Product details

• Authors: Ricard Lopez, Ricardo Lopez, Ashish Mohapatra
• Publisher: Rheinwerk Verlag
• Languages: English
• Product format: Hardback
• Released: 28.01.2016
• EAN: 9781493212606
• ISBN: 978-1-4932-1260-6
• No. of pages: 526
• Dimensions: 184 mm x 229 mm x 32 mm
• Weight: 1127 g
• Series: SAP PRESS; SAP PRESS Englisch; SAP Press; SAP PRESS Englisch
• Subjects: Natural sciences, medicine, IT, technology > IT, data processing > Data communication, networks; SAP SD, EHP 7, SAP ERP SD