Sales And Distribution(SD)

Understand an integrated order-to-cash cycle to S/S4HANA using Global Bike.

Before you use this case study, you should be familiar with Navigation in SAP System. The data entry requirements in the sales & distribution exercises were minimized because much of the data was stored in the SAP system. This stored data, known as master data, simplifies the processing of business transactions.

In the sales order process, we used master data for customers, materials, and pricing to simplify the sales order process.

In this case study, we will create the master data for a new customer.

SD Organizational Structure:

• Client: An independent environment in the system.
• Company code: Smallest org unit for which you can maintain a legal set of books.
• Credit Control Area: An organizational entity that grants and monitors a credit limit for customers. It can include one or more codes.
• Sales Organization: An organization unit responsible for the sale of certain products or services. The responsibility of a sales organization may include legal liability for products and customer claims.
• Distribution Channel: the way in which products or services reach the customer easily. For example, you can say wholesales, retail and direct sales are the distribution channel.
• Division: Division is the way of grouping products, materials, and services.
• Sales Area: It is the combination of Distribution Channel.Organization and division. Example pricing for sales activities.
• Plant: It basically from which the products should be delivered to the customer.

In SD module total 17 steps is available

Step 1: Create a new customer

Step 2: Create Contact Person for Customer Click here

Step 3: Create BP Relationship Click here 

Step 4: Create Customer Inquiry Click here

Step 5: Create Customer Quotation  Click here

Step 6: Create Sales Order Referencing a Quotation    Click here

Step 7: Check Stock Status Using T-Code MMBE Click here

Step 8: Display Sales Order Using T-Code VA03 Click here

Step 9: Start Delivery Process using VL01N Click here

Step 10: Check Stock Status using MMBE Click here

Step 11: Pick Materials on Delivery Note   Click here

Step 12: Post Goods Issue using T-Code VL02N Click here

Step 13: Check Stock Status using MMBE  Click here

Step 14: Create Invoice for Customer Using VF04  Click here

Step 15: Display Billing Document And Customer Invoice using T-code VF03  Click here

Step 16: Post Receipt of Customer Payment Using F-28 Click here

Step 17: Review Document Flow Using T-Code VF03 Click here

For creating a new customer, enter transaction code XD01 in the search box. Otherwise, you can follow this menu path

Logistics ► Sales and Distribution ► Master Data ► Business Partner ► Customer ► Create ► Complete

In the Create Business Partner screen choose Organization and click on Continue.

In the Create Organization: Role FI Customer screen make sure FI Customer (New) is selected in the field Create in BP role

Title: Company

Name: The Bike Zone_Learn-###

Search Term: ###

Street: 2144 N Orange Ave

Postal code: 32804

City: Orlando

Country: US

Region: FL

language: EN

Then click on  in the area Standard Address options and select Transportation Zone: Region East(0000000001) and Enter

Click on More>>Company Code

In the tab Customer: Account Management

Company Code: US00 and confirm with Enter.

Reconciliation acct: 110000

Sort Key: 001 and confirm with Enter.

Then click on the tab Customer: Payment Transactions

Payment terms: 0001. Confirm with Enter.

In the drop-down menu behind Create in BP role, choose Customer. In the pop-up screen click on Save

Now click on More>> Sales and Distribution(Double Click)

Sales Org: UE00

Distr.Channel: WH

Division: BI           Confirm with Enter.

Sales District: US0003

Price Group: 01

Cust.price.proc: 1

Customer Group: 01

Now Click on Shipping Tab      

Delivery Priority: 02

Shipping Conditions: 01

Delivering Plant: MI00

Max.Part.Deliveries: 3

Navigate to the tab Billing 

Incoterms: FOB

Incoterms Location 1: Miami

Acct Assmt Grp Cust:01

all three Tax classific: 0 Confirm with Enter

Payment Terms: 0001  Confirm with Enter

Check with the screen below.

Click on to save your new customer data. The SAP-System creates a unique customer number.

Click on to return to the SAP Easy Access screen.

Now successful you have finished the first step Create New Customer. Now you have to finish Step 2: Create Contact Person for Customer Click here