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

Introduction to Navigation in SAP solutions on the basis of SAP ERP

Learning Objectives:

Logging On
Initial Screen
Customize Local Layout
Favorites
Transaction Codes
User-specific settings
Help
Logging Off

1. Log on to the system:

Find and double-click on the icon depicted on the left side of this page that you can find on your desktop. If it is not there, choose Start ► All Programs ► SAP Front End ► SAP Logon

Client: 210

User: LEARN-###

Password: tlestart

After than set your new password and confirm password. Now click on confirm and successfully you able to log in.

2. Initial Screen

Menu Bar: The displayed menus depend on the action/transaction in the SAP system except for the system and help menu. This dependency is described as context-sensitive.

Title Bar: The title bar displays the name of the transaction you are currently using. It is located on every primary window and dialog window under the standard toolbar and above the application toolbar.

Application Toolbar:

The application toolbar contains icons and buttons applicable to the transaction you are currently using. Example: Transaction SU01 User Maintenance: Initial Screen.

SAP Easy Access Menu:

The SAP system displays the SAP Easy Access menu on the start screen as standard. It enables you to navigate in the system using a clear tree structure.

3. Customize Local Layout

Click on More>>GUI Settings & Actions>>Settings(click) Select this checkbox the same as this picture and then click on save.

4. Favorites:

Create your own favorites in SAP GUI and add objects to them. You can Add Folder, Insert Transaction, Add a website like Facebook. So now you have to go Favorites(Right Click)>>Insert Folder>>Write the folder name like BME3, B.Com, BBA LLB.

Favorites

Favorite Web Site:

Now if you want to add any website to the favorite, So, please follow the path Favorite(Right Click)>>Add Other Objects>>Web address or file(Double)>>Write web address name in text box and write URL in the web address box, now click on Continue.as shown in the picture.

5. Transaction Codes:

The quickest way to run a transaction in the SAP system is to enter the transaction code. Every transaction has a code, which generally has four characters.

More>>Extras>>Settings(Click)>>Now select the last box that is Display technical name and Press Enter, same as the below pic.

6. User specific settings:

Using the command field enter transaction SU3 and switch to the Defaults tab. In this tab, general settings like Logon Language, Decimal Notation and Date Format can be determined for your user.

Please choose EN (English) for Logon Language, 1,234,567.89 for Decimal Notation and DD/MM/YYYY as Date Format. Same as the below screen and click on the Save option.

7. Help:

Several types of help are available in the SAP system. The most frequently used ones are the F1 and F4 keys.

F1 provides you with explanations for fields, menus, functions, and messages. In the F1 help, you can choose settings to get technical information.

F4 gives you information and possible entries. You can also use the F4 help by choosing the field directly to the right of a selected field.

8. Log off:

Choose Exit to end the current session. The confirmation prompt shown on the right informs you that unsaved data will be lost. Once you are certain that you have saved all entries, you can confirm the prompt by choosing Yes.

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