SAP ERP Sales and Distribution Solutions

Scope items Sales

Sales Sales Processing using Third-Party (with Shipping Notification) The order is passed to a third party vendor who ships the goods to the customer and bills you. Credit Management Credit limit check with increase, stop access for customer and partners; block individual purchases can be performed. Customers' credit profile can also be displayed. Sales Order Processing – Sale from Stock This includes all steps of a business cycle from sales order creation, delivery, picking, goods issue and billing procedure. Free of Charge Delivery Creates a non-billing relevant sales order, delivery the goods are subsequently picked, confirmed, and delivered to the customer. Returns and Complaints Creates a complaint and credit memo followed by shipping the goods back with a quality check and goods are moved to unrestricted or blocked stock. Sales Quotation In response to the customer's request for quotation (RFQ), a quotation is created in the SAP system. The customer can then either accept or reject the quotation.

Sales (cont.) Sales Order Processing for Prospect A customer with a temporary customer ID is used to investigate an order without looking up the customer's account. The order can be saved but remains incomplete until a valid customer is entered Sales Processing using Third-Party (without Shipping Notification) The order is passed to third party vendor who ships the goods and bills the customer. The incoming invoice from vendor triggers the customer billing documents. Sales of Non-stock Item with Order Specific Procurement For items not in stock, a purchase requisition and order is generated and sent to your supplier who ships the order via a trading partner. You can then track and enter shipping and billing. Debit Memo Processing An Invoice Increase Request (Debit memo) is created with the debited amount, placed on a billing block, then released to become billing-relevant, and appears on the billing due list. Lean Warehouse Management Provides a warehousing structure in which you can use transfer orders as pick orders even in warehouses with a simple structure. Sales Order Processing with Customer Down Payment Down payments are payments made, without interest, before completion of the product, and represent short or medium term outside capital procurement. This improves the company’s liquidity.

Sales (cont.) Period-End Closing Operations in Sales Covers the periodic processing of sales orders for period end closing, such as price revaluation, results analysis and settlement. Credit Memo Processing Credits a customer account if the customer was overcharged due to a pricing, sales tax error, or omitted discount. The credit memo request is blocked for further processing so as to be checked. Serial Number Management Using serial numbers, you can track each individual material during goods movement. This scenario shows the serial number handling on finished goods level. Foreign Trade Export Processing Describes the steps involved in receiving customs forms, and documents how the system performs incompleteness checks to make sure that all essential information is in the system. Customer Consignment Processing Manage, transfer and track inventory sold on a consignment basis. Company retains ownership of the inventory at your customer’s site until sold by your customer to the final consumer. Returnable Processing Comprises the ability to capture returnable packaging such as pallets back into inventory.

Sales (cont.) Rebate Processing: Free Goods Free goods are provided as rebate when the respective order amount is reached. Batch Recall A defect batch is identified and must be recalled from customers and prospects who have received the batch. Sales Order Processing with Collective Billing Describes the entire process of a standard distribution process in the mass execution. The process begins with the creation of several standard customer orders.

Sales Sales Processing using Third-Party (with Shipping Notification) Purpose The order is passed to a third party vendor who ships the goods to the customer and bills you. Key process flows covered Create third-party sales orders Convert purchase requisitions to purchase orders Approve purchase orders Post statistical goods receipts Verify invoices Execute billing Business benefits Reduces stock and cost Increases efficiency Direct handover of customer’s requirements to external supplier Invoice from trader to customer based on quantities from supplier invoice Fulfils customer’s requirements despite material shortage

Sales Credit Management Purpose Credit limit check with increase, stop access for customer and partners; block individual purchases can be performed. Customers' credit profile can also be displayed. Key process flows covered Enter sales orders Check credit limits Block sales orders Release sales orders Process delivery Business benefits Reduces risk of bad debt Focus on reliable and profitable customers Faster credit-worthiness check Accelerates the process of checking a customer credit limit Identifies the overall credit risk of your company

Sales Sales Order Processing – Sale from Stock Purpose Includes all steps of a business cycle from sales order creation, delivery, picking, goods issue and billing procedure. Key process flows covered Create sales orders Confirm sales orders Process delivery Pick and ship items Post goods issue Execute billing Business benefits Performs availability check and automatically determines a shipping point when an order is entered Creates billing document and postings for Financials and Controlling

Sales Free of Charge Delivery Purpose Creates a non-billing relevant sales order, delivery the goods are subsequently picked, confirmed, and delivered to the customer. Key process flows covered Create sales orders with free of charge items Pick and ship items Post goods issue Business benefits System integration of free of charge delivery with sales order processing

Sales Returns and Complaints Purpose Creates a complaint and credit memo followed by shipping the goods back with a quality check and goods are moved to unrestricted or blocked stock. Key process flows covered Create sales orders Process return delivery Execute billing Post payments Business benefits System integration of customer returns with complaints processing

Sales Sales Quotation Purpose Key process flows covered In response to the customer's request for quotation (RFQ), a quotation is created in the SAP system. The customer can then either accept or reject the quotation. Key process flows covered Create sales quotations and send to customers Create third-party sales orders and generate purchase requisitions automatically Create sales orders with a billing plan Create delivery Post goods issues Create invoices Execute billing Business benefits Performs availability check and automatically determines a shipping point when an order is entered Reduces stock and costs Increases efficiency Fulfills customer requirements despite of material shortage Direct handover of customer requirements to external supplier Assures business partners that a certain product configuration and quantity will be delivered at a specific time and price Provides a variety of special sales order and sales quotation processing functions for sales employees

Sales Sales Order Processing for Prospect Purpose A customer with a temporary customer ID is used to investigate an order without looking up the customer's account. The order can be saved but remains incomplete until a valid customer is entered Key process flows covered Create sales orders without having the customer’s account number Create customer master records Assign customer account numbers Pick and ship items Post goods issue Execute billing Business benefits Sales orders can be processed without the customer’s account number Automatically determines materials for sales order entry

Sales Sales Processing using Third-Party (without Shipping Notification) Purpose The order is passed to third party vendor who ships the goods and bills the customer. The incoming invoice from vendor triggers the customer billing documents. Key process flows covered Create third-party sales orders Convert purchase requisitions to purchase orders Approve purchase orders Verify invoices Execute billing Business benefits Reduces stock and cost Increases efficiency Direct handover of customer’s requirements to external supplier Invoice from trader to customer based on quantities from supplier invoice Fulfils customer’s requirements despite material shortage

Sales Sales of Nonstock Item with Order Specific Procurement Purpose For items not in stock, a purchase requisition and order is generated and sent to your supplier who ships the order via a trading partner. You can then track and enter shipping and billing. Key process flows covered Create sales orders Convert purchase requisitions to purchase orders Approve purchase orders Post goods receipt Verify invoices Process delivery Post goods issue Execute billing Business benefits Direct handover of customer’s requirements to external supplier Material is sent from external supplier to trader with the trader staying in charge for the complete delivery process Fulfils customer’s requirements despite of material shortage

Sales Debit Memo Processing Purpose An Invoice Increase Request (Debit memo) is created with the debited amount, placed on a billing block, then released to become billing-relevant, and appears on the billing due list. Key process flows covered Create debit memo requests Remove billing blocks (review debit memo requests) Execute billing Business benefits System integration of debit memo processing

Sales Lean Warehouse Processing Purpose Provides a warehousing structure in which you can use transfer orders as pick orders even in warehouses with a simple structure. Key process flows covered Print picking documents automatically when a delivery for a Warehouse Management relevant storage location is created Business benefits Automatically prints a picking document when a delivery is created for a storage location which is assigned to a warehouse Transport orders from warehouse management not needed

Sales Sales Order Processing with Customer Down Payment Purpose Down payments are payments made, without interest, before completion of the product, and represent short or medium term outside capital procurement. This improves the company’s liquidity. Key process flows covered Create sales order entries Remove billing blocks Execute billing Post down payments Process delivery Post goods issue Clear down payment Business benefits System integration of sales order processing with customer down payments

Sales Period-End Closing Operations in Sales Purpose Covers the periodic processing of sales orders for period end closing, such as price revaluation, results analysis and settlement. Key process flows covered Review blocked sales orders Review incomplete sales orders Review sales documents blocked for delivery Review sales documents due for delivery Review log of collective delivery creation Review incomplete SD documents (deliveries) Review outbound deliveries for goods issue Review sales documents blocked for billing Review billing due list Review log of collective invoice creation Review list blocked (for accounting) billing documents Create Intrastat and Extrastat Calculate work in process (Service Provider) Settle sales orders to profitability analysis (Service Provider) Business benefits Provides a SD periodic activities overview

Sales Credit Memo Processing Purpose Credits a customer account if the customer was overcharged due to a pricing, sales tax error, or omitted discount. The credit memo request is blocked for further processing so as to be checked. Key process flows covered Create credit memo requests Remove billing blocks (review credit memo requests) Execute billing Business benefits System integration of credit memo processing

Sales Serial Number Management Purpose Using serial numbers, you can track each individual material during goods movement. This scenario shows the serial number handling on finished goods level. Key process flows covered Definition of serial number profile and serializing procedures Equipment categories for serialization Settings for physical inventory Business benefits Integration of serial number management in all logistics processes Integrated use of one serial number profile in logistics and services

Sales Foreign Trade Export Processing Purpose Describes the steps involved in receiving customs forms, and documents how the system performs incompleteness checks to make sure that all essential information is in the system. Key process flows covered Create sales orders Process deliveries Create pro forma invoices Print customs documents Post goods issues Execute billing Create Intrastat and Extrastat Business benefits Lowers import duties Complies with authorities demands Fulfills complex documentation requirements Drives process efficiency

Sales Customer Consignment Processing Purpose Manage, transfer and track inventory sold on a consignment basis. Company retains ownership of the inventory at your customer’s site until sold by your customer to the final consumer. Key process flows covered Fill-up consignments Issues consignments Pick-up consignments Return consignments Process pickings and shipments Execute billing Business benefits Offers separate consignment stock management for each customer Offers to separate the consignment stock management from the rest of your stock

Sales Returnables Processing Purpose Comprises the ability to capture returnable packaging such as pallets back into inventory. Key process flows covered Create sales orders Pick and ship items and add returnable packaging Add returnable packaging to deliveries Create returnable packaging return orders Debit unreturned packaging Post goods issues for unreturned packaging Business benefits Comprises the management of returnables using the ERP returnable packaging logistics functions Offers tracking of returnables

Sales Rebate Processing: Free Goods Purpose Free goods are provided as rebate when the respective order amount is reached. Key process flows covered Create direct mailings to customer Prepare follow-up processes for the return of batches Receive returned batches into return stocks Decide on further usage of returned stocks Create credit memos for customers Business benefits Provides integrated follow-up process to the former delivered batch Offers to separate the management of return stock from the rest of your stock

Sales Batch Recall Purpose Key process flows covered Business benefits A defect batch is identified and must be recalled from customers and prospects who have received the batch. Key process flows covered Create sales orders Print order confirmations Process deliveries Execute picking Post goods issues Execute billing Business benefits Automatically performs an availability check and automatically determines a shipping point when an order is entered Automatically determines inclusive free goods Creates billing document and posts to Financials and Controlling

Sales Sales Order Processing with Collective Billing Purpose Describes the entire process of a standard distribution process in the mass execution. The process begins with the creation of several standard customer orders. Key process flows covered Create sales orders Execute collective runs for deliveries Execute pickings Post goods issues Execute collective runs for billing Business benefits Provides cost optimization in collecting customer orders due to deliver to the same customer in one delivery via a collective run Provides cost optimization in collecting deliveries to the same customer for one invoice via a collective run