Unit 17 - Rules -

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

July 2007© SAP AG and The Rushmore Group, LLC Rules  Defines the parameters for Master Data and Transactions  Determines functionality for Master Data and Transactions  Relatively fixed  Changes as policy changes

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)

July 2007© SAP AG and The Rushmore Group, LLC Assign Sales Area to Pricing Procedure Pricing Procedure Assignment uses the combination of:  Sales Area  Document Pricing Procedure  Customer Pricing Procedure Each combination of these has a pricing procedure assigned

July 2007© SAP AG and The Rushmore Group, LLC Availability Check  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

July 2007© SAP AG and The Rushmore Group, LLC Credit Checking  Static Credit Limit Check  Open Orders  Open Deliveries  Open Billing documents  Open Items (accounts receivable)  Dynamic credit limit with credit horizon check (future dates)  Credit check to maximum document value (per order)

July 2007© SAP AG and The Rushmore Group, LLC Shipping Functions  Shipping Point Determination  The shipping point is selected for each line item based on the shipping point determination process  Shipping point based on: –Shipping condition –Loading group –Delivering plant

July 2007© SAP AG and The Rushmore Group, LLC Shipping Functions – (continued)  Route Definition  Delivery method and the transit time  ‘Dummy’ routes can be used to easily define transit time  Route Determination  Proposed route is chosen using –Shipping point –Destination country –Transportation zone –Shipping condition

July 2007© SAP AG and The Rushmore Group, LLC Revenue Assignment Determination  Transfers billing values from the Sales and Distribution to Finance  Used to recognize revenue  Keys used to allocate revenue to the proper account

July 2007© SAP AG and The Rushmore Group, LLC Automatic Account Assignment  Defines the G/L accounts that billing entries are posted to — revenue, sales deductions, surcharges, freight charges, etc.

July 2007© SAP AG and The Rushmore Group, LLC Unit 17 – Exercises 138. Assign Sales Areas to Pricing Procedure 139. Define Availability Check for Sales Orders 140. Assign Sales Document to Credit Check 141. Create Shipping Point Determination 142. Create Revenue Account Assignment Key 143. Check Stock Status