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

2. 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

3. Integrated SD Supporting ERP Business Processes1
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

4. 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

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

6. GBI’s Finished Products for Sale
Bike Models
Accessories

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

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

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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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)

16. 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)

17. 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)

18. 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

19. 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)

20. 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)

21. 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

22. SD Documentation Types