Sales and Distribution in SAP ERP: Functionality and Configuration

by Ashish Mohapatra

Overview

Whether you’re a consultant, project lead, or key team member, this is the book you need to learn how to configure SAP SD and integrate it with other systems and processes. The book begins with an introduction to SAP SD’s master data, and then moves on to the main SD processes: sales, pricing, and billing. From there, you’ll learn how to integrate SAP SD with other areas, and provides coverage of the reporting and analysis tools. Throughout this book, you’ll find figures and screenshots, tips, notes, step-by-step instructions, and real-world examples.

1. Sales and Distribution Processes and ConceptsDiscover what the various elements of sales and distribution are and how they can be used to help your business run smoothly.

2. SAP Functionality for Sales and DistributionLearn the configuration details that will help you optimize your sales and distribution procedures.

3. Various SAP ERP ToolsMaster the various SAP ERP tools, including condition techniques, routines, user exits, and their application in Sales and Distribution.

4. Sales and Distribution Reporting and AnalyticsExplore the reporting and analytics tools available for sales and distribution, including SalesInformation System, ABAP Query, and ABAP reports.

5. Real-World Scenarios and TipsUse the expert advice and examples throughout to help you with your own sales and distributionactivities.

Highlights:

• Master Data
• Sales
• Pricing
• Credit Risk Management
• Logistics Management
• Billing
• Cross-Functional Customization
• Reporting and Analysis

Product Details

ISBN-13:	9781592293292
Publisher:	Rheinwerk Publishing, Inc.
Publication date:	05/26/2010
Edition description:	New Edition
Pages:	517
Product dimensions:	6.90(w) x 9.00(h) x (d)

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.

Table of Contents

... Acknowledgments ... 15

... Preface ... 17

1 ... Introduction ... 21
... 1.1 ... Introduction to SAP ERP ... 21
... 1.2 ... Introduction to SAP GUI ... 25
... 1.3 ... ASAP Methodology ... 30
... 1.4 ... SAP Solution Manager Overview ... 31
... 1.5 ... Organizational Structure in SAP ... 33
... 1.6 ... Summary ... 41

2 ... Master Data ... 43
... 2.1 ... Customer Master Data ... 43
... 2.2 ... Customer Credit Master Data ... 58
... 2.3 ... Material Master — Sales Views ... 62
... 2.4 ... Batch Master Data ... 70
... 2.5 ... Overview of Other Master Data ... 82
... 2.6 ... Summary ... 88

3 ... Sales ... 89
... 3.1 ... Principles of Processing Sales Documents ... 90
... 3.2 ... Sales Document Types ... 91
... 3.3 ... Item Categories and Schedule Line Categories ... 99
... 3.4 ... Create with Reference ... 103
... 3.5 ... Copy Control ... 107
... 3.6 ... Partner Determination ... 112
... 3.7 ... Availability Check and Transfer of Requirements (ATP) ... 114
... 3.8 ... Outline Agreements ... 124
... 3.9 ... Special Business Transactions ... 128
... 3.10 ... Incompletion Control and Its Practical Use ... 132
... 3.11 ... Free Goods and Free Items ... 136
... 3.12 ... Material Determination, Listing, and Exclusion ... 140
... 3.13 ... Batch Determination in Sales ... 142
... 3.14 ... Returns (Complaints) Processing ... 146
... 3.15 ... Intercompany Sales Processing ... 148
... 3.16 ... Common Integration Points with Material Management ... 150
... 3.17 ... Outputs in Sales ... 152
... 3.18 ... Foreign Trade ... 157
... 3.19 ... Summary ... 163

4 ... Pricing ... 165
... 4.1 ... Introduction to Condition Techniques ... 166
... 4.2 ... Condition Records ... 168
... 4.3 ... Optimizing Price Determination ... 183
... 4.4 ... Rebate Agreement ... 186
... 4.5 ... Customized Pricing Report and Price List ... 192
... 4.6 ... Common External Tax Software Packages ... 197
... 4.7 ... Summary ... 203

5 ... Credit Risk Management ... 205
... 5.1 ... Credit Management ... 205
... 5.2 ... Blocking and Unblocking Customers ... 223
... 5.3 ... Payment Guarantee ... 225
... 5.4 ... Common Problems and Their Solutions ... 230
... 5.5 ... Summary ... 232

6 ... Logistics Management ... 233
... 6.1 ... Delivery Types and Delivery Item Categories ... 234
... 6.2 ... Picking, Handling Unit Management, Packing, and Goods Issue ... 242
... 6.3 ... Delivery Processing Integration with Warehouse Management ... 247
... 6.4 ... Principles of Processing Deliveries Including Delivery Due Lists ... 248
... 6.5 ... Routes and Route Determination ... 259
... 6.6 ... Scheduling ... 264
... 6.7 ... Stock Transfer Including Intercompany Transfers ... 266
... 6.8 ... Outputs in Shipping ... 273
... 6.9 ... Batch Determination in Deliveries ... 276
... 6.10 ... Processing Serialized Materials ... 277
... 6.11 ... Interface with Carrier Software ... 279
... 6.12 ... Common Problems and Their Solutions ... 285
... 6.13 ... Summary ... 288

7 ... Billing ... 289
... 7.1 ... Principles of Bill Processing ... 290
... 7.2 ... Billing Types ... 298
... 7.3 ... Complaint Documents ... 308
... 7.4 ... Billing Plan ... 310
... 7.5 ... Revenue Account Determination ... 317
... 7.6 ... Accounts Interface ... 325
... 7.7 ... Some Billing Related Problems and Their Solutions ... 329
... 7.8 ... Summary ... 343

8 ... Cross-Functional Customization ... 345
... 8.1 ... Text Processing ... 345
... 8.2 ... Message Control ... 355
... 8.3 ... Web Interface ... 362
... 8.4 ... Batch Management ... 367
... 8.5 ... ABAP Tools ... 374
... 8.6 ... Numbering Objects ... 390
... 8.7 ... Summary ... 398

9 ... Reporting and Analysis ... 399
... 9.1 ... Useful Standard Reports ... 399
... 9.2 ... Developing Reports Using Query ... 410
... 9.3 ... Sales Information System ... 423
... 9.4 ... Business Intelligence and Reporting ... 439
... 9.5 ... Developing ABAP Reports ... 443
... 9.6 ... Summary ... 452

10 ... Summary and Conclusion ... 453

... Appendices ... 457
... A ... Customization of Local Layout ... 459
... B ... List of SAP Area Menus ... 473
... C ... How to Initialize a Material Period ... 503
... D ... The Author ... 507

... Index ... 509