Integrated SD Supporting Business Functions Integrated Business Functions for Supporting SD Sales & Distribution Material Management Financial Accounting

Overview of Key activities that decompose into ERP business Processes Sales & Distribution Material Management Financial Accounting Maintain Customer Records Maintain Cust Sales Transactions (Quotes & Orders) Manage sales orders’ deliveries Manage Product Inventory Stock Movements Manage Orders Financial Mgt documents

Integrated SD Supporting ERP Business Processes 1 Create New Customer 2 Create Customer Contact Person 4 Create Customer Inquiry 5 Create Customer Quotation 6 Create Sales Order Referencing Quotation 7, 10, 13 Check Stock Status 3 Change Customer 8 Display Sales Order 9 Start Delivery Process 11 Pick up Materials on Delivery Note 12 Post Goods Issue 14 Create Customer Invoice 15 Display Billing Doc & Customer Invoice 16 Post Customer Payment Receipt 17 Review (SD) Document Flow

Exercise 2: Each new customer is assigned a Sales Area The organisational levels that define a Sales Area Identifies the Global Bike’s Sales Area responsible for looking after this new customer organisation Sales org – takes the sales order Dist Channel delivers the goods in sales order Ref division is the material or production area, responsible for ensuring inventory has sufficient goods to fulfil sales orders

SD Customers (GBI Distribution Networks) GBI Wholesale Customers in US & Germany

GBI’s Finished Products for Sale Bike Models Accessories

Your SAP Data Entries for the next 2 weeks will depict the following scenes

New Customer Approaches GBI Step 1 Create New Customer New Customer Approaches GBI David Lopez (East Rep Miami)

Maria Diaz (Sales Person 1) creates contact person for new customer Step 2 Create Contact Person for Customer

Click Business Partner TAB, to create new CP Step 3 Change Customer, to create customer’s contact person 1 Maria Diaz (Sales Person 1) enters the new customer’s contact person (a specific business partner role ‘CP’) Maria Diaz (Sales Person 1) Enter the details of the new customer’s contact person 2

Customer makes sales inquiry (not legally binding Step 4 Create Customer Inquiry Customer makes sales inquiry (not legally binding Matthias Dosch (Sales Person 2) Enters organisation data* Retrieve Customer record Enters sales inquiry details

Capture Customer Sales Inquiry as a Quote (legally binding) Step 5 Create Customer Quotation Capture Customer Sales Inquiry as a Quote (legally binding) Matthias Dosch (Sales Person 2) Enters organisation data* Retrieve Customer Sales Inquiry record Copy Customer Sales Inquiry record into new quotation Give 2 products’ discounts to entice new customer to proceed to sales order

Apply Quotation to Sales Order Step 6 Create Sales Order by referencing a Quotation Apply Quotation to Sales Order David Lopez (East Rep Miami) Create new Sales Order Search Customer’s Quotations Copy selected quotation’s data to new sales order Check Stock Status Request product/s from stock into sales order

Sales Rep Checks Stock Status Step 7 Check Stock Status David Lopez (East Rep Miami) Sales Rep Checks Stock Status Search Sales’ order’s material code Indicate material sourcing plant View displayed stock level  drill down to more details

Warehouse Supervisor Checks Sales Order Step 8 Display Sales Order Warehouse Supervisor Checks Sales Order Search sales order View displayed sales order with 2 products’ discounts Sandeep Das (Warehouse Supervisor)

Warehouse Supervisor Creates Shipping Instructions Step 9 Start Delivery Process Select Sales Order Enter shipping instructions Check Status is not picked up Sergey Petrov (Warehouse Employee)

Warehouse Supervisor Creates Shipping Instructions Step 10 Check Stock Status Search Sales’ order’s material code Indicate material sourcing plant View displayed stock level  drill down to more details Sergey Petrov (Warehouse Employee)

Warehouse Supervisor Records Goods Pickup Step 11 Pick Up Materials on Delivery Note Step 12 Post Goods Issue Warehouse Supervisor Records Goods Pickup Enter where to pickup sales ordered goods and how many Change ownership of goods from GBI to sale order’s customer Search Sales’ order’s material code Indicate material sourcing plant View displayed stock level  drill down to more details Sandeep Das (Warehouse Supervisor) Step 13 Check Stock Status

Create Customer Invoice Step 14 Create Customer Invoice Select Customer Display Bill List Selecting billing document Print Customer Invoice Dispatch printed invoice Bill Customer Select Billing Document View displayed info, including posted financial details Step 15 Display Billing Doc & Cust Invoice Stephanie Bernard (Billing Clerk)

Issue Customer Payment Receipt Step 16 Post Cust Payment Receipt Enter Incoming Screen Select Sale Orders’ Customer who paid Post Payment Receipt Issue Customer Payment Receipt Select Billing Document View displayed info, including posted financial details Jamie Shambin (Cost Accountant)

Review the fulfilled Sales Order’s Documentation Trails Step 17 Review Document Flow Select Sales Order View its displayed documentation trails Review the fulfilled Sales Order’s Documentation Trails David Lopez (east Rep Miami) THE END

SD Documentation Types