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©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Scenario Overview Processing Outbound Deliveries Creating Sales.

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Presentation on theme: "©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Scenario Overview Processing Outbound Deliveries Creating Sales."— Presentation transcript:

1 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Scenario Overview Processing Outbound Deliveries Creating Sales Quotes Creating Sales Orders Initiating Outbound Delivery Processing Inspections Scenario Explorer Open Legend Sales/Customer Service Representative Scenario Description The following business roles are involved in this scenario: Supply Planner Quality Manager InspectorWarehouse Manager The Order-to-Cash (Specified Products) business scenario enables your company to produce and sell products for a specific customer demand. You can create a sales quote or sales order with a product specification that includes customer-specific requirements, plan the multilevel demand for a sales order item, and create supply for the required products. You can order and receive materials based on requirements from the customer, release the production order, and create production tasks. During task confirmation, it is ensured that only those materials that were replenished for a specific customer demand are consumed. Output products are always confirmed as specified stock. A final inspection identifies if any of the units do not conform to the customer requirements. You can post a goods issue. The system creates an outbound delivery and the products are shipped to the customer. An invoice is created based on the outbound delivery and the system updates financial accounting. Click process chevrons for details Creating Customer Invoices Processing Receivables and Payments Procure-to-Pay Make-to-Stock Product Definition Accounts Receivable Accountant Inspector Business Value Scenario Flow + Further Information

2 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Warehouse Manager Order-to-Cash (Specified Products) Scenario Overview Processing Outbound Deliveries Creating Sales Quotes Creating Sales Orders Initiating Outbound Delivery Processing Inspections Scenario Explorer Scenario Description The following business roles are involved in this scenario: Click process chevrons for details Creating Customer Invoices Processing Receivables and Payments Procure-to-Pay Make-to-Stock Product Definition Sales/Customer Service Representative Supply Planner Quality Manager Inspector The Order-to-Cash (Specified Products) business scenario enables your company to produce and sell products for a specific customer demand. You can create a sales quote or sales order with a product specification that includes customer-specific requirements, plan the multilevel demand for a sales order item, and create supply for the required products. You can order and receive materials based on requirements from the customer, release the production order, and create production tasks. During task confirmation, it is ensured that only those materials that were replenished for a specific customer demand are consumed. Output products are always confirmed as specified stock. A final inspection identifies if any of the units do not conform to the customer requirements. You can post a goods issue. The system creates an outbound delivery and the products are shipped to the customer. An invoice is created based on the outbound delivery and the system updates financial accounting. Legend Process mainly driven by the user Process mainly driven by the system Manual process not supported by the system Process that communicates with third- party software (mouse-over for details) Process with relevance to Financials Related scenario Info button with more information Close Legend i Business Value Scenario Flow + Further Information

3 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Creating Sales Quotes Scenario Explorer Process Description Click process chevrons for details Processing Outbound Deliveries Creating Sales Orders Initiating Outbound Delivery Processing Inspections Creating Customer Invoices Processing Receivables and Payments Procure-to-Pay Make-to-Stock Creating Sales Quotes Approve a sales quote Create a sales quote with product specification X ii The Creating Sales Quotes business process enables you to create a sales quote and a product specification that includes customer-specific requirements with fixed terms and price conditions when a customer requests an offer for products. You can also create the sales quote on the basis of an opportunity or a lead. You enter the necessary details in the sales quote such as the account, the products, and product specifications. If product availability should be checked, you also need to enter the requested date. You can also enter further customer information as additional text. The cost of sales can be determined using product valuation, enabling you to evaluate the profitability of the sales quote. Price and discount adjustments can be made in the sales quote. After the sales quote has been created, it is submitted based on the output settings. Further Information Performed by Sales/Customer Service Representative In the Work Center New Business Business Value Scenario Flow + Further Information See also Sales Quotes Quick Guide Product Specifications Quick Guide

4 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Creating Sales Orders Scenario Explorer Process DescriptionFurther Information Click process chevrons for details Processing Outbound Deliveries Creating Sales Quotes Initiating Outbound Delivery Processing Inspections Creating Customer Invoices Processing Receivables and Payments Procure-to-Pay Make-to-Stock Product Definition Processing Outbound Delivery Creating Customer Invoices Creating Sales Orders Create a sales order with product specification Approve a sales order X i i X Performed by Sales/Customer Service Representative In the Work Center New Business The Creating Sales Orders business process enables you to create a sales order with fixed terms and price conditions when a customer orders products or services. The order can be created on the basis of a quote, copying all conditions from the quote to the order or you enter the necessary details in the order such as the account, the products or services, the requested date, and customer information as additional text. The product availability is checked, and the system informs you of availability. The system can determine the cost of sales using product valuation, enabling you to evaluate the profitability of the order. After creating the order, you release it to logistics. An order confirmation form can be sent to the customer, depending on the output settings. The sales order can also be generated automatically through business-to-business communication. Business Value Scenario Flow + Further Information See also Sales Orders Quick Guide Approval for Sales Order

5 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Initiating Outbound Delivery Scenario Explorer Process Description Click process chevrons for details Processing Outbound Deliveries Creating Sales Quotes Creating Sales Orders Processing Inspections Creating Customer Invoices Processing Receivables and Payments Procure-to-Pay Make-to-Stock Product Definition Initiating Outbound Delivery for Shipment from Your Own Site Determine ship-from location / supplier and check av ailability Initiate an outbound delivery X i i Click here Click here to display process variants The Initiating Outbound Delivery for Shipment from Your Own Site business process allows you to carry out manual availability checks and mass confirmation updates for sales order items. You can change the source of supply for sales orders and initiate the delivery process by releasing confirmed schedule lines to execution. Further Information Performed by Supply Planner In the Work Center Outbound Logistics Control Business Value Scenario Flow + Further Information See also Ship-From Determination and Shipment Scheduling for Customer Demand Availability Checking Based on Scheduling

6 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Initiating Outbound Delivery Scenario Explorer Process Description Click process chevrons for details Processing Outbound Deliveries Creating Sales Quotes Creating Sales Orders Processing Inspections Creating Customer Invoices Processing Receivables and Payments Procure-to-Pay Make-to-Stock Product Definition Initiating Outbound Delivery for Shipment from Your Own Site Determine ship-from location / supplier and check av ailability Initiate an outbound delivery X i i Click here Click here to hide process variants Initiating Outbound Delivery for Shipment from Externally-Managed Location i The Initiating Outbound Delivery for Shipment from Your Own Site business process allows you to carry out manual availability checks and mass confirmation updates for sales order items. You can change the source of supply for sales orders and initiate the delivery process by releasing confirmed schedule lines to execution. Further Information Performed by Supply Planner In the Work Center Outbound Logistics Control Business Value Scenario Flow + Further Information See also Ship-From Determination and Shipment Scheduling for Customer Demand Availability Checking Based on Scheduling

7 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Processing Outbound Deliveries Scenario Explorer Process Description Click process chevrons for details Initiating Outbound Delivery Processing Inspections Creating Customer Invoices Processing Receivables and Payments … Processing Outbound Deliveries with Tasks Create a warehouse request Create a warehouse task Confirm a warehouse task and post goods issue Accept a deviation Finalize an outbound delivery X iiiii Click here Click here to display process variants The Processing Outbound Delivery with Tasks business process enables you to organize your warehouse tasks, but still allows the warehouse manager to make changes or create tasks for the warehouse worker manually. Further Information Performed by Warehouse Manager In the Work Center Outbound Logistics Business Value Scenario Flow + Further Information See also Outbound Delivery Processing Quick Guide for Warehouse Requests (in Outbound Logistics)

8 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Processing Outbound Deliveries Scenario Explorer Process Description Click process chevrons for details Initiating Outbound Delivery Processing Inspections Creating Customer Invoices Processing Receivables and Payments … Processing Outbound Deliveries with Tasks Create a warehouse request Create a warehouse task Confirm a warehouse task and post goods issue Accept a deviation Finalize an outbound delivery X iiiii Click here Click here to hide process variants Processing Outbound Deliveries Without Task Control Processing Outbound Delivery for Externally-Managed Location i i The Processing Outbound Delivery with Tasks business process enables you to organize your warehouse tasks, but still allows the warehouse manager to make changes or create tasks for the warehouse worker manually. Further Information Performed by Warehouse Manager In the Work Center Outbound Logistics Business Value Scenario Flow + Further Information See also Outbound Delivery Processing Quick Guide for Warehouse Requests (in Outbound Logistics)

9 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Processing Inspections Scenario Explorer Process Description Click process chevrons for details Processing Outbound Deliveries Creating Sales Quotes Creating Sales Orders Initiating Outbound Delivery Creating Customer Invoices Processing Receivables and Payments Procure-to-Pay Make-to-Stock Product Definition Processing Inspections Inspect samples Record inspection results Decide about quality iii X The Processing Inspections business process allows you to process, monitor, and analyze inspections of products, such as: Inspections at goods receipt Receiving inspections for supplier deliveries, first articles, customer returns, and stock transfers Inspections in production In-process control and final inspections for production Inspections in shipping Final inspections for customer shipments As part of this process, you draw and prepare samples, execute the inspection, record results, make a decision about the quality of the inspected goods, and, if necessary, trigger corrective or preventive actions. Planned inspections are triggered automatically based on a suitable logistics or production model. Unplanned inspections are triggered manually by the user. Further Information Performed by Inspector Quality Manager In the Work Center Quality Control Business Value Scenario Flow + Further Information See also Inspection Plans Quick Guide Sample Management

10 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Creating Customer Invoices Scenario Explorer Process Description Click process chevrons for details Processing Outbound Deliveries Creating Sales Quotes Creating Sales Orders Initiating Outbound Delivery Processing Inspections Processing Receivables and Payments Procure-to-Pay Make-to-Stock Product Definition Creating Customer Invoices Transfer invoice requests Release an invoice X ii In the Creating Customer Invoices business process, the system creates invoice requests automatically after services have been performed or products delivered. You must transfer these requests to an invoice which is sent to the customer and passed to Cash Flow Management. You can do this manually or with an invoice run. It is possible to combine several requests into one invoice or split them into several invoices. Further Information Performed by Sales/Customer Service Representative In the Work Center Customer Invoicing Business Value Scenario Flow + Further Information See also Customer Invoice Processing Quick Guide for Invoice Requests

11 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Order-to-Cash (Specified Products) Process Details: Processing Receivables and Payments Scenario Explorer Process Description Click process chevrons for details Creating Customer Invoices Processing Externally-Initiated Payments by Incoming Bank Transfer Enter a remittance advice Process a bank statement Allocate a payment Clear a payment iiii … Click here Click here to display process variants X The Processing Externally-Initiated Payments by Incoming Bank Transfer business process enables customer invoices, for which payment is initiated externally, to be paid by bank transfer. Further Information Performed by Accounts Receivable Accountant In the Work Center Receivables Payment Management Liquidity Management Business Value Scenario Flow + Further Information See also Incoming Payments Payment Allocation and Clearing

12 ©© 2012 SAP AG. All rights reserved. Scenario/Processes Business Value Scenario Flow + Further Information Order-to-Cash (Specified Products) Process Details: Processing Receivables and Payments Scenario Explorer Process Description The Processing Externally-Initiated Payments by Incoming Bank Transfer business process enables customer invoices, for which payment is initiated externally, to be paid by bank transfer. Click process chevrons for details Creating Customer Invoices Processing Externally-Initiated Payments by Incoming Bank Transfer Enter a remittance advice Process a bank statement Allocate a payment Clear a payment X iiii … Click here Click here to hide process variants i i i i i i i Processing Externally-Initiated Payments by Incoming Check Processing Externally-Initiated Payments by Incoming Check with Lockbox Processing Externally-Initiated Payments by Multiple Incoming Checks Processing Incoming Payments by Bill of Exchange Processing Incoming Payments with Petty Cash Processing Internally-Initiated Payments by Credit Card Processing Internally-Initiated Payments by Direct Debit Processing Receivables and Payments with Accounts Maintenance Further Information Performed by Accounts Receivable Accountant In the Work Center Receivables Payment Management Liquidity Management See also Incoming Payments Payment Allocation and Clearing

13 ©© 2012 SAP AG. All rights reserved. Order Create Sales Quote (with Product Specification) Create Sales Order Order-to-Cash (Specified Products) Business Value Scenario Explorer Overview For midsize companies who sell customized or low volume products and are challenged by rising customer demands for service and value, this scenario streamlines the entire order-to- cash process. You can become more profitable by responding efficiently to customer demand based on real-time availability information thereby growing revenue while decreasing cost of sales. SAP Business ByDesign helps efficiently manage the order-to-cash process: From order management, planning production, and warehousing through to financial settlement. Product specifications allow companies to easily define and maintain individual customer requirements and product variants and is fully integrated to the end-to-end business process from sales order entry through supply planning, production and procurement to outbound delivery. The product specification is a permanent document that can be used multiple times and thereby helps to reduce master data management effort. The product carrying costs are reduced as over production or returns can be identified by the system and then reused to cover new specific customer demand. Quality inspection is integrated with the production process. Management of identified stock (batches, lots) or restricted inventory. Automatic inventory valuation for raw materials, WIP, and finished products. Scalable process for revenue recognition supporting different accounting principles. Built in analytics enables a drill down to the profit and loss result alongside dimensions like products, customer groups and distribution channels. Key Benefits Fulfill Execute Warehouse Tasks (optional)/Post Goods Issue Create Outbound Delivery Settle Create Invoice Process to Receivables and Post to Ledger Procure-to-Pay Make-to-Stock Business Value Scenario/Processes Scenario Flow + Further Information

14 ©© 2012 SAP AG. All rights reserved. Order-to-Cash (Specified Products) Scenario Flow Legend Work center in which process is performed Business document flow Process related to Financials Related scenarios Process mainly driven by the user Process variant1 Process variant 2 Scenario Explorer Work Center Additional Application Product Definition Creating Sales Quote Creating Sales Order Processing Inspections Initiating Outbound Delivery Creating Customer Invoice Shipment from Your Own Site Shipment from Externally -Managed Location Without Task Control With Tasks Externally -Managed Location Processing Receivables and Payments Processing Outbound Deliveries Processing externally- initiated payments by incoming bank transfer Processing externally- initiated payments by incoming check … (7 more variants) Make-to-Stock Procure-to-Pay New Business Sales Order Outbound Logistics Control Outbound Logistics Customer Invoicing Receivables / Payment Management Quality Control Business Value Scenario/Processes Scenario Flow + Further Information

15 ©© 2012 SAP AG. All rights reserved. Order-to-Cash (Specified Products) Further Information Scenario Explorer Forum Get in touch with experts to discuss your specific requirements. To enter the community, click here.*click here More Details SAP provides a complete product documentation, covering all aspects of the business scenario. For more details, click here.click here Self-Enablement Systems If you want to try out the business scenario, click here.*click here WIKI In addition to the product documentation, SAP provides Wikis that describe additional aspects of SAP Business ByDesign. To access the WIKI, click here.*click here Do you want to try it out?Do you need more information?Do you want to discuss with others? VV * Note that to access the links above you need to have a user in SAP Business Center. If you cannot access the page directly and if you are using Microsoft Internet Explorer®, please check Further Information Business Value Scenario/Processes + Scenario Flow


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