1. Phase III: Fulfillment
SAP University Alliances
Version 2.2
Authors Simha R. Magal Stefan Weidner Tom Wilder
Phase III: Fulfillment
Product
SAP ERP 6.0 EhP4
Global Bike Inc.
Level
Beginner
Focus
Configuration: The Fulfillment Process

2. Agenda
Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises

3. Enterprise structure elements
Client
Company code
Plant (shipping plant)
Storage location
Sales organization
Distribution channel
Division
Sales area
Shipping point
Define / maintain
Assign

4. Used to divide the market based on geographic regions Responsible for
Sales Organization
Used to divide the market based on geographic regions
Responsible for
Distributing goods and services
Negotiating sales conditions
Highest level of aggregation in sales-related reporting
A company code must have at least one sales organization

5. Sales Organization

6. Responsible for getting materials to customers Used to
Distribution Channel
Responsible for getting materials to customers
Used to
Differentiate distribution strategies or approaches
Different pricing, responsibilities
Wholesale sales, retail sales, Internet sales
Statistics and reporting at the DC level
A sales organization must have at least one distribution channel

7. Distribution Channel

8. Used to consolidate materials with similar characteristics
Division
Used to consolidate materials with similar characteristics
Different sales strategies, pricing agreements
Statistics and reporting at the DC level
Associated with product lines
A sales organization must have at least one division
Can be assigned to multiple sales organizations
Division is cross company code data

9. Enterprise structure: Division

10. Made up of three other organizational elements
Sales Area
Made up of three other organizational elements
Sales organization
Distribution channel
Division

11. Sales Area

12. A physical location from which outbound deliveries are sent
Shipping Point
A physical location from which outbound deliveries are sent
Loading dock
Mail room
Rail depot
Group of employees (to handle expedited orders)
A plant must have at least one shipping point
A shipping point can be assigned to many plants

13. Shipping Point

14. Agenda
 Enterprise structure
Business rules and parameters
Master data
Process execution (testing)
Exercises

15. Business Rules and Parameters
Shipping point determination
Automatic account determination
Cost of goods sold expense account
Revenue accounts
Pricing procedures
Define pricing procedures for sales areas
Rules for determining business area
Define for sales area

16. Agenda
 Enterprise structure
 Business rules and parameters
Master data
Process execution (testing)
Exercises

17. Master Data
Material master
Customer master
Pricing Conditions
Customer-material info record
Output Conditions

18. Master Data: Material Master
Basic Data
Sales: Sales Organization
Includes data specific to a combination of sales organization and distribution channels
Examples include: delivering plant, sales units (unit of measure), minimum quantities (order, delivery)
Sales: General/Plant
Includes data specific to a plant
Examples include: handling requirements (refrigeration), loading (hand cart, forklift)
Demo
Review material master
Review fulfillment related tabs

19. Financial/ Accounting data (Company code)
Master Data: Customer
General Data (Client)
Number, name
Financial/ Accounting data (Company code)
Reconciliation account
Sales Area data (Sales area)
Terms
Demo
Review customer master
Review data in 3 segments

20. Multiple Definitions of a Customer

21. Customer - Material Info Record
Intersection data for one customer and one material
Data specific to the combination of customer and material
Supersedes data in customer master and material master
Examples of data
Cross references customer material numbers, descriptions
Specific terms specific to material/customers
Alternate delivery plant, shipping terms/methods, tolerances, partial deliveries (e.g. not accepted for this material)

22. Master Data: Pricing Conditions
Prices
Material price
Customer specific price
Freight
InCoTerms
Surcharges and discounts
For customer, material, or combination
Taxes
Demo
Review customer prices

23. Master Data: Output Conditions
Sent to customers using a variety of media
Examples of output
Quotation, order confirmation, invoices
Media
Mail, fax, EDI
Master data includes
Output type
Output medium
Time (immediate or later)
Partner function

24. Agenda
 Enterprise structure
 Business rules and parameters
 Master data
Process execution (testing)
Exercises

25. Process execution

26. Agenda
 Enterprise structure
 Business rules and parameters
 Master data
 Process execution (testing)
Exercises

27. 3.1 - Enterprise Structure 3.2 - Business Rules
Exercises
3.1 - Enterprise Structure
Configure the enterprise structure
3.2 - Business Rules
Define business rules
3.3 - Master Data
Material, Customer (copy from 00 where possible)
3.4 - Testing
Execute simple fulfillment process
Appendices
Exercises provide detailed instructions for one or few objects (e.g, once cost center, once vendor, etc.)
Appendices provide data from additional objects (cost centers, etc.)
Don’t forget them!!!!

28. Agenda
 Enterprise structure
 Business rules and parameters
 Master data
 Process execution (testing)
 Exercises