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

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Presentation on theme: "University of Southern California Introduction to Enterprise Wide Information Systems Configuring SAP Instructor: Richard W. Vawter."— Presentation transcript:

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

2 University of Southern California Objectives The primary objective of this discussion is to show how the SAP R/3 Implementation Guide (IMG) can be used to aid the project team in configuring business transactions. For simplicity, we will keep our focus on the Order process. Upon completion of this topic, you should be able to: Describe the various implementation and configuration tools available in the SAP R/3 system. Anticipate how elements of the Customer Master are integrated and are used to control the SD processes. Use elements in the Material Master to streamline COM. How to configure the Billing process for data flow and price control.

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

4 University of Southern California Methods for Implementing & Configuring SAP SAP R/3 includes several tools to facilitate configuring SAP and continuing support. The R/3 Reference Model - describes the business processes included in the standard R/3 system as well as the relationship among the different application modules. The Implementation Guide (IMG) - guides users in matching their business requirements with the SAP standard software. The Procedural model - is used as a navigator to guide you through the whole implementation and configuration process.

5 University of Southern California The Implementation Guide A tool that leads to a step-by-step customizing of selected parts (modules) of the R/3 system. It guides the project team in matching the business requirements with the SAP standard software. With the IMG project management functions... Consultants in charge of implementation first decide which parts of R/3 are to be customized. The system then automatically generates the needed hierarchical list of the customizing steps for achieving that customization.

6 University of Southern California The Implementation Guide Basis configuration takes place. Global settings are set as default in the SAP system. The structure is defined to match the organization’s business function. (The Enterprise Structure) Cross- application functions are developed. Applications are created to meet business requirements. Financial Accounting Materials Management Sales and Distribution Human Resources

7 University of Southern California The Enterprise IMG The Enterprise IMG is just a subset of the Reference IMG. It is where all the customizing takes place. PS PP CO FI …. HR MM SD FI MM PP CO FI CO PP MM FI CO SAP Reference IMGEnterprise IMG Project IMG Project 001 Project 002 Additional needs, e.g. upgrade

8 Customizing Objects As a rule, you will have more than one SAP system. Development system Changes made in the development system are transported to the test system, then to the production system. Test system Production system Development system Sales organization Sales documents Implementation guide Test system Sales organization Sales documents Versions Transport Request Workbench organizer

9 University of Southern California Customizing - How to Proceed 1.Define the organizational structures in the IMG and name the individual organizational elements. 2.Assign the organizational elements. Define the organizational elements Assign the organizational elements

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

11 University of Southern California How Master Data is Integrated in SD Processing Master Data Customers Materials Bills of Materials Customer-Material Info Product Proposals Master Data Customers Materials Bills of Materials Customer-Material Info Product Proposals FI PS PM CC MM PP FI MM CO FI Sales support Data Warehouse Data Warehouse Sales Materials Mgmt. Production Planning Plant Maintenance Controlling Financial Accounting Project System Materials Mgmt. Financial Accounting Controlling

12 University of Southern California Origins of Data in Sales Documents When you create a sales order, the system proposes most of the data from the master records. Sales order Customer master data Material master data..... Conditions Texts Control tables

13 University of Southern California Business Partners (Partner Functions) Partners - someone you have a relationship with or have to communicate with. Functions - each partner type has specific functions. Sold-to party Ship-to party Bill-to party Payer Contact person Forwarding agent Employee.... PartnerFunctions

14 University of Southern California Business Partners - Customer Master Essential business partners for a sales transaction are the sold-to party, ship-to party, payer, and bill-to party. They are stored in the customer master. Sold-to party Ship-to party Bill-to party Payer Customermaster

15 University of Southern California Customer Master - 3 Major Data Views Sales data - data specific to sales, e.g. sales, distribution, shipping. Company Code data - financial accounting data. General data - data assigned directly to a client so it’s available to the other two areas. General data Sales data Company code data FISD

16 University of Southern California Customer Master - Account Groups Account Group codes define what information will be needed; what fields will be required. A payer only needs address information, etc, while a sold-to party needs an address plus delivery address, etc. Customer: C1 Sales organization: 0001 Distribution channel: 01 Division: 01 Account group: 0001 Create sold-to party Field selection Number assignment One-line account: Yes/No Output proposal ACCOUNT GROUP 0001 ACCOUNT GROUP 0001 Sold-to party 0002 Ship-to party 0003 Payer 0004 Bill-to party

17 Customer Master - Selecting Fields for Data Groups Using field selection, you can define for each account group whether fields are optional or required. You can suppress any fields which you do not require. Data in the customer master record Address Communication Control data Payment transactions Sales Shipping Billing Partner usage Output IMG for Sales General data Company code data Sales data Hide Required Optional Display Sales group Statistics group Customer group Pricing procedure Product proposal..

18 Account groups are already set up in the R/3 system Sold-to party Specific fields are selected for each of these account groups The selection of fields depends on the functionality of the partner function needed. Customer Master - Selecting Fields for Data Groups Bill-to party Payer Ship-to party Account group 0001 Sold-to party Sales Shipping Billing Payer Documents Sales Shipping Billing Payer Documents Account group 0002 Ship-to party Sales 1 Shipping Billing Documents Sales 1 Shipping Billing Documents Account group 0003 Bill-to party Sales Billing Documents Sales Billing Documents Account group 0004Payer Sales Payer Documents Sales Payer Documents 1. Controlling for authorization 2. Tax information

19 University of Southern California Customer Master - Combination Rules in Field The combination rule with the highest priority determines the respective field status. Suppress Display Required Optional Suppress Display Suppress Display Required Suppress Display Required Optional Suppress Display Required Optional 1st priority 2nd priority 3rd priority 4th priority Transaction fields marked as: Account group marked as:

20 University of Southern California Customer Hierarchies Create hierarchies to reflect the structure of the customer organization. Use customer hierarchies during sales order processing and billing for determining pricing. ACME Co Central 4711 ACME Co South 4712 ACME Co North 4713 ACME Co Northwest 4714 ACME Co Northeast 4715 Customer 2743 Customer 2743 Customer 2744 Customer 2744 Customer 2742 Customer 2742 Unique node number Unique node number

21 University of Southern California Topics The Implementation Guide Sales Orders and the Customer Master Customizing the Material Master (next time) Configuring the Billing Process


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