The document discusses the sales order process in an ERP system. It explains that the sales and distribution module handles pre-sales activities like creating quotations and sales orders. It then manages order fulfillment tasks like creating deliveries, picking products, and issuing shipped goods. The invoice and payment are also generated. The document emphasizes that integration between the ERP modules like sales, supply chain and finance is important for streamlining the process. Debugging tools like the document flow and list of sales orders can help monitor order statuses.
4. M/S & SD: Sales Order Process
The Sales & Distribution (SD) Module:
• Pre-sales processes
Create Inquiry (Quotation) (Trigger)
•Sales Order processing.
Create Sales Order
•Shipping
Create Outbound Delivery
Pick/Fulfill the Outbound Delivery
Post Goods Issue (PGI) the shipment/delivery
•Invoicing
Create Invoice
Collect Payment
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5. But, It’s All About the Integration, Right?
Human ERP Integration: M/S employees are
responsible for triggering the electronic/technical
process in an ERP system. Also, for communicating
with SCM and FI Departments when needed.
Technical ERP Integration: SD is the SAP
module (logic) that executes in the background and
streamlines information with SCM (Supply Chain
Management) and FI (Finance) modules.
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8. Sales Orders are Created By Organizations
• Sales Organization
The sales organization represents the selling unit in the legal sense. It is
responsible for example for product liability and other rights of recourse;
customer deliveries; business partner contacts; and direct mailing campaigns. It
also helps you to offset business operations internally.
The highest hierarchy
in the organizational
structure
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9. Sales Orders are Created By Organizations
• Distribution Channel
Definition: The distribution channel is the channel through
Which products reach the customer.
Use: Each distribution channel is assigned to a sales org.
Is second in the hierarchy of
the organizational
Structure, beneath the sales
org.
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10. Sales Orders are Created By Organizations
• Sales Division
Definition: You can use divisions to organize materials or
services, for example to form product groups or lines.
Is third in the hierarchy of the
organizational Structure,
beneath the sales org. and
Distribution Channel.
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11. Other Sales Order Input
Sold To Party: A business partner to whom you sell
a product. To access the business partner master,
on the SAP Easy Access screen, choose Master
Data → Business Partners → Display Business
Partners.
• Purchase Order Number: A purchase order
is an official and binding document issued to a
vendor authorizing the expenditure of funds
for goods and services. Transaction ME23N.
• Required Delivery Date: The date that the 11
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12. Master Data in SD
Master data is information that is key to the
operation of a business. It is the primary focus of
the IT discipline of Master Data
Management(MDM). This key business information
may include data about customers, products,
employees, materials, suppliers, and the like.
Using transaction SE16 you can view the following
Master Data Tables in SAP ERP:
Vendor Master Data: LFA1
Customer Master Data: KNA1
Material Master Data: MARA
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13. Customer Order Process
Sales
Inquiry Order
Sales and
Distribution
1 2
Pricing Availability
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14. Customer Order Process
Pic Goods Issue 5
k 4
Materials
Management
Sales Delivery Delivery Delivery
Order
3
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15. Customer Order Process
Invoice
Sales and Delivery
Distribution
6 7
Accounts
Receivable Post
Receivable Receivable
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16. Debugging Tools
Document Flow
Gives Order Process Status
List of Sales Orders (VA05)
Tool to Find Order
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23. Process Example
Trigger: Create Sales Inquiry (Quote)
Create Sales Order
Create Delivery
Pick the quantity needed for the delivery
Create Goods Issue for Shipment
Create Customer Invoice
Customer Payment Receipt
25. Remember….
• Wherever you see XX or 00 (Your USER ID)
• A deduction of 10% of the lab grade points
will be deducted from the lab if your user
ID is rejected due to too many log on
attempts If you log on once and it does not work, then find
your password that was written down to confirm
it, and look at all of the input fields to make
sure that they are correctly entered….before you
try a second attempt. If your second attempt
fails, call the instructor before trying a third
time.