1. University of Southern California Introduction to Enterprise Wide Information Systems Configuring SAP (cont.) Instructor: Richard W. Vawter

2. University of Southern California Topics The Implementation Guide Sales Orders and the Customer Master Customizing the Material Master Configuring the Billing Process

3. University of Southern California Materials - Material Types The material type is part of the general data on a material. The departments responsible for a material type determine which views must be maintained for a specific material. Material A Matl. type  Description  Department  Internal/External POs  Description  Department  Internal/External POs Account assignment Account assignment Quantity/Value update Price control Variance for each plant Quantity/Value update Price control Variance for each plant

4. University of Southern California Selecting Fields for Materials - Influencing Factors An individual control table is available for each influencing factor shown here and corresponds to a group of fields in the material master. Transaction Procurement indicator Procurement indicator Material type Plant Industry sector SAP components SAP components Field selection ? …………….. …………

5. University of Southern California Materials - Material Status You can define different kinds of material status and for each status, how the system will react when an item is used in a sales document. Material Status Discontinued part Technical defect. Discontinued part Technical defect. QuotationStandard Order ErrorWarning Error Error ErrorWarning Error Error

6. University of Southern California Product Hierarchies Product hierarchies are used for pricing and analysis. In the Standard SAP setup, they can be defined with up to 18 characters and three levels. 1 1 2 2 3 3 Level 0000100001 Electrical appliances 0000100001 Electrical appliances 0000100002 Compressors 0000100002 Compressors 00001Tools 000010000100000001 Electric screwdrivers 000010000100000001 Electric screwdrivers 000010000100000002 Electric drills 000010000100000002 Electric drills 000010000200000001 Electric drills 000010000200000001 Electric drills 000010000200000002 Electric drills 000010000200000002 Electric drills

7. Customer-Material Information You can define customer-specific data for a material in a customer-material information record. This may incl: cust.-specific matl. # cust.-specific matl. description etc. Sales organization: 1000 Distribution channel: 01 Customer: C1 Sales organization: 1000 Distribution channel: 01 Customer: C1 MaterialDescription M1Computer AG M2Computer UG.. MaterialDescription M1Computer AG M2Computer UG.. Customer-specific data MaterialDescription M234Computer 550C M598Computer 1650B.. Customer-specific data MaterialDescription M234Computer 550C M598Computer 1650B.. Customer-Material Information Customer MatlDescriptionQty M234Computer 550C 10 M598Computer 1650B 3 Customer MatlDescriptionQty M234Computer 550C 10 M598Computer 1650B 3 Sales order Sold-to Party: C1

8. University of Southern California Proposing Items Using Product Proposal Material combinations which you use frequently can be stored in product proposals. Product proposal: 5000002 Validity period: 01/01-12/31 Search term: SD product proposals Item Material Qty. 10 M1 40 20 M2 50 30 M3 30 Sold-to party: C1 Item Material Qty. 10 M1 40 20 M2 50 30 M3 30 Sales Order Material or material + quantities

9. University of Southern California Sales Bill of Materials - An Example By making the appropriate settings in Customizing, you can copy the components in the bill of material to a sales order as one “item”. MouseMonitorCPUKeyboard Computer

10. Bill of Material - Bill of Material Categories The bill of material category serves as a link to different objects. You can create bills of material only for objects existing in the material master. Sales & Distribution Equipment BOM Document BOM Material BOM Material master Material A Equipment master record Document master record Sales order SD master record

11. University of Southern California Bill of Material - Where They Are Used Item status controls how BOM items are processed in related application areas: Production (operations) Construction (technical data) Pricing Sales & distribution (order quantity) Plant maintenance (maintenance information)

12. University of Southern California Topics The Implementation Guide Sales Orders and the Customer Master Customizing the Material Master Configuring the Billing Process

13. University of Southern California Billing Types The billing type controls the entire billing document. Billing types are dictated by the type of the reference document. Invoice Cash sale Credit/debit memo Returns Inter-company billing Cancellations Invoice list Pro forma invoice BillingTypes

14. The Billing Process Each billing document requires a reference document. Inquiry Type: IN Standard Order Type: OR Header Item: TAN Schd. line Returns Type: RE Header Item: REN Cash Sales Type: BV Credit Type: CR Quotation Type: QT Type: LF Header Item: TAN Type: F2 Header Schd. line Type: LR Type: RE Type: LR Type: RE Order Document TypesDelivery Doc.Billing Documents Immediate

15. University of Southern California Billing Documents You can reference either an order or a delivery document when creating an invoice. This is configured in the IMG by the item category. Std. Order Delivery Invoice Std. Order Delivery Invoice or

16. University of Southern California Credit / Debit Memos However, with credit / debit memos, you can only reference the credit / debit requests (sales documents). Credit request Credit memo Debit request Debit memo Order Delivery Invoice or

17. University of Southern California Returns Credit memos are created with reference to the returns (sales documents) and NOT to the returns delivery. Credit request Credit memo Sales Order Delivery Invoice or Returns delivery

18. University of Southern California Data Flow You can influence the data flow from reference documents to billing documents by: Billing types Copying control for header Copying control for items Order Delivery Invoice For example - payer - item number - prices - texts For example - ship-to party - quantity - texts Doc. flow Data flow

19. University of Southern California Copy Control As just mentioned, how data is transferred in the billing process can be influenced by the copy control data. HeaderF2LF ItemF2LFTAN TargetSource BillingDeliverytype TargetSourceSource BillingDeliveryItem typetypecategory

20. University of Southern California Billing Quantities Delivery and order quantities are referenced in billing. You can create a billing document with reference to an order for quantities already delivered. BillingBilling Quantity With reference to an orderDelivery quantity minus quantity already invoiced With reference to a sales documentOrder quantity minus quantity (e.g., credit memo)already invoiced With reference to a deliveryDelivery quantity minus quantity (e.g., billing doc. Types F1 and F2)already invoiced Pro forma invoice F5Order quantity Pro forma invoice F8Delivery quantity

21. Pricing in Billing Documents You can specify a pricing type for each billing document type and item category. Invoice A M110 pc 10 x 9.50 Manual discount Invoice B M110 pc 10 x 10.50 Discount 2 % Invoice C M110 pc 10 x 10.50 Discount 2 % & manual Invoice D M110 pc 10 x 9.00 Manual discount Discount from50.001 % - 100.002 % - Price: Material M1 from1.pc10.00 10.pc9.50 20.pc9.00 Price: Material M1 from1.pc11.00 10.pc10.50 20.pc10.00 Order M120 pc 20 x 9.00 Manual discount Delivery M1 10 pc JanuaryMarch Pricing type: APrice components are copied and updated (scale redetermined). BPricing is carried out again. CManual price components are copied, pricing carried out for all other components. DPrice components are copied as is from the reference document.

22. University of Southern California Key Points (1) The Implementation Guide (IMG) enables the project team to match the business requirements with the SAP standard software and customize the transactions to the needs of the organization. You can minimize the time an effort needed to create sales documents by thoroughly maintaining the customer master and defining all types of business partners. The account group allows you to select data fields for maintaining the master data. By classifying materials by material types, you can specify which views for a material are to be maintained.

23. University of Southern California Key Points (2) When maintaining material master records, you can specify (in the IMG) which fields are to appear, to be required or optional, or are to be blocked. You can store customer-specific information on individual materials (e.g. customer material numbers and descriptions) in customer-material information records. This enables you to create orders using material numbers specified by the ordering party. When you frequently sell combination of materials, you can simplify sales order creation by creating product proposals. You can also create BOM’s to combine several materials for use in SD.

24. University of Southern California Key Points (3) Billing documents always reference a previous document. Reference documents will dictate the billing document type. The flow of data is controlled: by the programs by document types by copying control tables You can determine copying control at: the header level the item level