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Unit 18 - Transactions -. July 2007© SAP AG and The Rushmore Group, LLC 2007 2 Business Process Integration SD.

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Presentation on theme: "Unit 18 - Transactions -. July 2007© SAP AG and The Rushmore Group, LLC 2007 2 Business Process Integration SD."— Presentation transcript:

1 Unit 18 - Transactions -

2 July 2007© SAP AG and The Rushmore Group, LLC Business Process Integration SD

3 July 2007© SAP AG and The Rushmore Group, LLC Transaction Data Includes internal and external exchanges that describe business activities Unlike master data, aggregate transactional data is dynamic – each transaction is unique

4 July 2007© SAP AG and The Rushmore Group, LLC ERP FI Financial Accounting CO Controlling PS Project System WF Workflow IS Industry Solutions MM Materials Mgmt. HR Human Resources SD Sales and Distribution PP Production Planning QM Quality Mgmt. PM Plant Maintenance SM Service Mgmt. Client / Server Integrated Business Solution EC Enterprise Controlling AM Fixed Assets Mgmt. Sales and Distribution (SD)

5 July 2007© SAP AG and The Rushmore Group, LLC Document Types InquiryQuotationReturnsContract Sales OrderCash Sales Consignment Scheduling Agreement Rush OrderDebit Memo Returnable Packaging Credit Memo

6 July 2007© SAP AG and The Rushmore Group, LLC Order Processing Functionality Delivery scheduling Availability check Transfer of requirements to Material Requirements Planning Pricing Credit check Shipping point and route determination Foreign trade and license processing Document flow

7 July 2007© SAP AG and The Rushmore Group, LLC Delivery Scheduling Automatic scheduling of essential shipping activities Calculated using defined activity times Resulting in scheduled activity dates Determined using backward and forward scheduling rules

8 July 2007© SAP AG and The Rushmore Group, LLC Delivery Scheduling – (continued) Structure of sales documents Header Line Item # 1 Line Item # 2 Schedule Line # 1 Schedule Line # 2

9 July 2007© SAP AG and The Rushmore Group, LLC Delivery Scheduling Terminology Transportation lead time Time required to schedule transportation Pick/Pack time Time required for picking and packing Load time Time required to load Transit time Time required to transport goods from shipping point to ship-to

10 July 2007© SAP AG and The Rushmore Group, LLC Backward Scheduling Requested Delv. Date Goods Issue Loading Material Availability Order Date Transp. Sched. Transit Time (2 days) Loading Time (1 day) Pick & Pack Time (2 days) Transp. Sched. Time (1 day) 2nd3rd4th 5th 6th1st

11 July 2007© SAP AG and The Rushmore Group, LLC Forward Scheduling Transit Time (2 days) Loading Time (1 day) Transp. Sched. Time (1 day) New Delv. Date 1st3rd4th5th6th2nd Pick & Pack Time (2 days) 7th Requested Delv. Date Goods Issue Loading Material Availability Order Date Transp. Sched.

12 July 2007© SAP AG and The Rushmore Group, LLC Availability Check Determines the material availability date Considers inward and outward movement of inventory customizable Influences partial deliveries by Proposing a quantity that can be delivered on the requested date (complete delivery) Determines earliest date for full delivery Determines the number and dates for partial deliveries to fulfill the order

13 July 2007© SAP AG and The Rushmore Group, LLC Availability Check – (continued) In determining the material availability date the system can include specific stocks if selected, such as: Safety stock Stock in transfer Quality inspection stock Blocked stock Restricted use stock All movements of stock

14 July 2007© SAP AG and The Rushmore Group, LLC Transfer Requirements to Material Requirements Planning Ordered quantities are passed to Material Requirements Planning Controlled by the schedule line category Blocking of documents can affect requirements passing delivery block

15 July 2007© SAP AG and The Rushmore Group, LLC Pricing Highly touted world-class functionality Very easily tailored to meet business needs A very robust module in SAP Gross to net pricing for material

16 July 2007© SAP AG and The Rushmore Group, LLC Credit Check Efficient means to implement credit management Integrated with Financial Accounting (FI) -- Via credit control area Automatically alerts when a credit check fails Comprehensive credit management reporting

17 July 2007© SAP AG and The Rushmore Group, LLC Shipping Point and Route Determination A shipping point is determined for each line item shipping point determination A delivery can only be processed from one shipping point Routes - route to be traveled & transit time are determined using customized rules Routes can be used to simply define transit time

18 July 2007© SAP AG and The Rushmore Group, LLC Foreign Trade and License Processing Predefined trade areas NAFTA, EU Automated reporting for trade areas Automated controls License management Embargo lists Control by customer, country, product, point in time

19 July 2007© SAP AG and The Rushmore Group, LLC Document Flow The document flow feature allows you to find the status of an order at any point in time. The SAP system updated the order status every time a change is made to any of the documents created in the customer order management cycle (Order to Cash).

20 July 2007© SAP AG and The Rushmore Group, LLC Unit 18 – Exercises 144. Create Sales Order 145. Check Stock Status 146. Create Delivery Note for Sales Order 147. Check Stock Status 148. Pick Materials on Delivery Note 149. Post Goods Issue 150. Check Stock Status 151. Bill Customer 152. Post Receipt of Customer Payment 153. Review Document Flow


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