cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 

SD Process Flow

Go to solution
Former Member

on ‎09-06-2007 11:20 AM

0 Kudos

Hi,

Can someone please provide a link/material for SD Process Flow, i,e. the Business Process involved in SD

Thanks,

Chinnu

Show replies
Show replies
Answer

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
‎09-06-2007 11:22 AM
0 Kudos

hi

==========================================

Data Flow

 Master Data

 Sales Support

 Sales

 Shipping

 Billing

 Credit Management

 Foreign Trade / Customs

 Sales Information System

Master Data

 Business Partner / Customer

 Products

 Conditions

 Agreements / Contracts

 Terms of Payment

 Incoterms

 Routes

Sales Support

 Sales Promotions

 Sales Activities

 Potential Analysis

Sales

 Inquiry

 Quotation

 Order / Contract / Backorder

 Product Proposals

Shipping and Transportation

 Outbound Delivery

 Picking

 Packing

 Loading

 Shipment

 Post Goods Issue

 Billing

Billing

 Billing

Credit Management

Foreign Trade / Customs

Sales Information System

Activities Involved by the SAP – SD End User

 Inquiry Processing

 Quotation Processing

 Contract Processing

 Sales Order Processing

 Scheduling Agreement Processing

 Returns Processing

 Rebate Processing

 Sales Deal and Promotion Processing

 Display Customer and Material Information

 Billing Processing (online)

 Billing Processing (In The Background)

 Invoice List Processing

 Maintain Customer and Material Information

 Display Pricing

 Maintain Pricing

 Release Blocked Documents for Billing

 Release Sales Orders for Delivery

 Display Sales Information

 Display Billing Documents

 Sales Analysis

 Credit Management in Sales and Distribution Documents

 Backorder Processing

 Sales Support

 Output Processing

Inquiry Processing

 Create/change/display inquiries

 Generate lists for inquiries and incomplete inquiries

 Select sales documents according to object status

Quotation Processing

 Create/change/display quotations

 Generate lists for quotations and incomplete quotations

 Select sales documents according to object status

Contract Processing

 Create/change/display contracts

 Generate and process list of contracts

 Generate and process list of incomplete contracts

 Select sales documents according to object status

Sales Order Processing

 Create/change/display sales orders

 Generate and process list of sales orders

 Generate and process list of incomplete sales orders

 Select and process sales documents according to object status

 Select and process sales documents in a period of time

 Select and process duplicate sales documents in a period of time

Scheduling Agreement Processing

 Scheduling agreement processing

 Select and process incomplete scheduling agreements

 Select sales documents according to object status

Returns Processing

 Create/change/display sales orders

 Create/change outbound delivery

Rebate Processing

Rebate processing:

 Maintain rebate agreements

 Extend rebate agreement

 Settlement of rebate agreements

 Generate list of rebate agreements

Billing document:

 Display billing document

 Compare the rebate basis from billing documents and statistics

 Update billing documents referring to rebate conditions

Sales Deal and Promotion Processing

 Create/change/display sales deals

 Generate list of sales deals

 Create/change/display promotions

 Generate list of promotions

Display Customer and Material Information

 Display customer (Sales)

 Display material

 Display material listing/exclusion

 Select customer material info record according to customer

 Select customer material info record according to material

 Display customer hierarchy

 Display sales deals

 Display promotions

 Display rebate agreements

 Display cross selling materials

 Display assortment module for value contracts

Billing Processing (online)

 Create/change/display billing document

 Cancel billing document

 Retroactive billing

 Process billing due list

 Set billing date

 Display billing documents from the archive

 List of billing documents

 Rebook accounting indicator

 Release sales orders for billing

 Display sales and distribution documents blocked for billing

Billing Processing (In the Background)

 Display billing document

 Generate batch jobs for billing

 Generate log for billing document run

Invoice List Processing

There are two types of invoice lists in the Standard:

1. one for invoices and debit memos

2. one for credit memos

 Create/change/display invoice lists

 Process work list for invoice lists

 Generate invoice list

 Generate cancellation invoice list

 Display invoice list from the archive

Maintain Customer and Material Information

 Maintain material listing/exclusion

 Reference material listing/exclusion

 Maintain material substitution

 Reference material substitution

 Maintain material information

 Select customer material information according to material or customer

 Maintain material

 Maintain customer (Sales)

 Maintain customer hierarchy

 Maintain materials for cross selling

 Maintain value contracts

 Maintain Incoterms

Display Pricing

 Display condition records

 Display condition lists

 Display conditions using index

 Display free goods determination

Maintain Pricing

 Create/change/display condition

 Condition processing using index

 Create/change/display free good

 Create/change/display condition lists

 Process net price list

 Release expected customer price

Release Blocked Documents for Billing

 Release sales orders for billing

 Change billing document

 List of blocked billing documents

Release Sales Orders for Delivery

 Change sales order

 Block and unblock customer from sales view

 Generate lists for incomplete sales documents and for sales documents blocked for delivery

Display Sales Information

 Generate list for quotations, contracts, sales orders or scheduling agreements

 Generate list for incomplete quotations, contracts, sales orders or scheduling agreements

 Generate list of sales orders blocked for delivery

 Display sales activities, item proposals, material listing and material exclusion

 Sales support monitor

Display Billing Documents

 Display billing document

 Display list of billing documents

 Display blocked billing documents

Sales Analysis

 Contracts: Lists for overdue and completed contracts

 Quotations: Lists for overdue and completed quotations

 Backorder processing: Backlog list, selection list

 Generate list for: Inquiries, rebate agreements, scheduling agreements

 Information on the customer: Sales summary, list of top customer

 Material information: List of top materials

 Sales support monitor

 Flexible planning: Display/create/change

Credit Management in Sales and Distribution Documents

 Process credit authorization for sales and distribution documents

 List of released sales and distribution documents

 List of blocked sales and distribution documents

 Process credit authorization according to sales and distribution document

 Process credit authorization according to delivery

 List of incomplete sales and distribution documents

 Sales and distribution documents blocked for delivery

 Delivery monitor

 List of billing documents

Backorder Processing

 Display backlogged sales orders

 Process backorder processing using selection list according to sales documents

 Backorder processing: access using the material

 Execute rescheduling of sales documents

 Evaluate rescheduling of sales documents

Sales Support

 Create/change/display sales activities

 Executing mailing promotions

 Display and create interested parties and contact persons

 Display sales summary

 Sales support monitor

 Display competitive products

Output Processing

 Display/change/create output-condition records in Sales

Integration between SD and MM :-

1. When you create sales order in SD, all the details of the items are copied from Material master of MM.

2. MRP and availability check related data is also taken from MM although you control this data in SD also.

3. While you create inbound/outbound delivery with reference to a sales order,the shipping point determination takes place with the help of the loading group, plant data, shipping conditions etc. This also refers to Material Master.

4. The material which you are entering in a sales order must be extended to the sales area of your sales order/customer otherwise you cannot transact with this material.

Integration between SD and FI :-

1. Whenever you create a delivery with reference to a sales order, goods movement takes place in the background. eg. In case of standard sales order, you create an outbound goods delivery to the customer. Here movement 601 takes place. This movement is configured in MM. Also, this movement hits some G/L account in FI. Every such movement of good s hits some G/L account.

2. The accounts posting in FI is done with reference to the billing documents (invoice, debit note, credit note etc) created in SD. Thus this is a link between SD and FI

3. Tax determination: In case of a tax determination also, there is a direct link between SD and MM

Different areas where SD is Integrated

Sales Order –

•Availability Check - MM

•Credit Check - FI

•Costing - CO/ MM

•Tax Determination - FI

•Transfer of Requirements - PP/ MM

Delivery & Goods Issue –

•Availability Check - MM

•Credit Check - FI

•Reduces stock - MM

•Reduces Inventory $ - FI/ CO

•Requirement Eliminated - PP/ MM

Billing -

•Debit A/R - FI/ CO

•Credit Revenue - FI/ CO

•Updates G/ L - FI/ CO

(Tax, discounts, surcharges

•Milestone Billing - PS

Return Delivery & Credit Memo -

•Increases Inventory - MM

•Updates G/ L - FI

•Credit Memo - FI

•Adjustment to A/R - FI

•Reduces Revenue - FI

Reward if USeful

Thanx .. Naren..

Message was edited by:

Dasari Narendra

Show replies
Show replies

Answers (3)

Answers (3)

Former Member
‎09-06-2007 11:41 AM
0 Kudos

Hi

The Sales and Distribution process flows is as follows

1 Creation of the Enter prise Structure

2.Creation of Master Data

3 Sales flow

4.Pricing

5.Basic functions

6.special sales process

7.Integration functions

8.CIN

Normal Sales Order Cycle Configuration:-

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item:

1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New.

2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line:

1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

Step 2:

IMG > Logistic Execution > Shipping > Deliveries >

1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New.

3. Define Number Ranges for Deliveries: Ensure to maintain number range.

Step 3:

IMG > Sales and Distribution > Billing >

1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Number Range For Billing Documents: Ensure to maintain number range.

3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

The configuration differs from scenario to scenario and from client to client

and also

Sales

Inquiry - A customer’s request to a company that they provide a quotation or sales information without obligation. An inquiry can relate to materials or services, conditions and if necessary delivery dates. The sales area that accepts the inquiry becomes responsible for further processing.

Quotation - A quotation presents the customer with a legally binding offer for delivering a product or providing a service within certain fixed conditions. This offer is legally binding for the company within a specified time period. A sales area can reply to a customer inquiry with a customer quotation or use it to refer to a business partner contact.

Sales Order - Request from a customer to a company to deliver a defined quantity of products or provide a service at a certain time.

The sales area that accepts the inquiry is responsible for completing the agreement.

Create Delivery:a. Picking - The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods will be prepared for shipping.

b. Packing - Packing is part of delivery- and shipment processing. When you process a delivery, you can select delivery items for packing and assign them to handling units (HUs).

c. Goods Issue - As soon as the goods leave the company, the shipping business activity is finished. This is illustrated using goods issue for outbound deliveries.

Billing - Billing represents the final processing stage for a business transaction in Sales and Distribution. Information on billing is available at every stage of order processing and delivery processing.

SD Transaction Code Flow:

Inquiry / Document type IN

Tcode for creation VA11,VA12,VA13. tables VBAK,VBAP

Quotation / QT

Tcode for creation VA21,VA22,VA23. tables VBAK,VBAP

Sales Order OR

Tcode for creation VA01,VA02,VA03. tables VBAK,VBAP

Delivery LF

Tcode for creation VL01,VL02,VL03, VL10A, VL10C. tables LIKP,LIPS

Billing F2

Tcode for creation VF01,VF02,VF03. tables VBRK,VBRP

Show replies
Show replies
Former Member
‎09-06-2007 11:24 AM
0 Kudos

Hi

Refer below

Some of the basic steps for SD config in IMG:

1. Define atleast one Company Code

2. Define sales org, DC, Division, Soffice, Sales Grp

3. Define PLant, Shipping POint, Loading Point

4. Assign Sales org - company code

5. Assign Sales org- Dc & Sales org-Division

6. Assign Sales org + Dc - Plant

7. Assign Shipping point - plant & Loading point - Shipping point

8. Setup sales area & Assign Soffice - Sales area & Sogrp - Sales office

9.Define Sales doc type, Item Category & Scheduel Iine category + Delivery type, Billing type

10. Create partner determination, text determination & incompletion procedures

11. Create your own pricing procedure & text determination procedures (if you wanT0

12. Assign Sales doc type - sales areas

13. Determination of Item category, Scheldule line category

14.assignment of Storage location & Plant to Wearhouse no

15 .Create master data - Customer, Material, Cutomer material infor record, Condition & Output

16. Post stocks in plant

17. test by creating a sales order.

18. Set up all copy controls Sales doc - sales docs + Sales odc -delievry + Delievery - billing + Sales doc - billing etc

Define contracts, Item proposal etc as per requirement.

In short these are the some of the basic steps required to set up SD

Sales Order - Customer gives a Purchase order to the company agaionst which a Sales order will be raised to Customer in SAP.

VBAK: Sales Document(Header Data) (VBELN)

VBAP: Sales Document(Item Data) (VBELN,POSNR,MATNR,ARKTX,CHARG)

Enquiry, Quotation, Sales Order are differentiated based on Doc.

Type(VBTYP field) in VBAK,VBAP Tables( for Enquiry VBTYP = A,

for Quotation 'B' & for Order it is 'C'.)

Delivery(Picking, Packing, Post Goods Issue and Shipment)->

Company sends the material after picking it from Godown and Packing it in a Handling Unit(box) and Issues the goods

LIKP: Delivery Table (Header Data)(VBELN,LFART,KUNNR,WADAT,INCO1)

LIPS: Delivery Table (Item Data)(VBELN,POSNR,WERKS,LGORT,MATNR,VGBEL)

(LIPS-VGBEL = VBAK-VBELN, LIPS-VGPOS = VBAP-POSNR)

Billing - Also company bills to the customer for those deliveries

And in FI against this billing Accounting doc is created.

VBRK: Billing Table(Header Data)(VBELN,FKART,BELNR)

VBRP: Billing Table(Item Data)(VBELN,POSNR,FKIMG,NETWR,VGBEL,VGPOS)

(VBRP-AUBEL = VBAK-VBELN, VBRP-VGBEL = LIKP-VBELN)

Apart from these tables there are lot of other tables which starts with

‘V’, but we use the following tables frequently.

SD Transaction Code Flow:

Inquiry / Document type IN

Tcode for creation VA11,VA12,VA13. tables VBAK,VBAP

Quotation / QT

Tcode for creation VA21,VA22,VA23. tables VBAK,VBAP

Sales Order OR

Tcode for creation VA01,VA02,VA03. tables VBAK,VBAP

Delivery LF

Tcode for creation VL01,VL02,VL03. tables LIKP,LIPS

Billing F2

Tcode for creation VF01,VF02,VF03. tables VBRK,VBRP

Message was edited by:

SHESAGIRI.G

Show replies
Show replies
Ask a Question