SAP ERP Sales and Distribution Solutions

Sales

Scope items

Sales Sales Processing using Third-Party (with Shipping Notification)

The order is passed to a third party vendor who ships the goods to the customer and bills you.

Credit Management Credit limit check with increase, stop access for customer and partners; block

individual purchases can be performed. Customers' credit profile can also be displayed.

Sales Order Processing – Sale from Stock This includes all steps of a business cycle from sales order creation, delivery, picking,

goods issue and billing procedure.

Free of Charge Delivery Creates a non-billing relevant sales order, delivery the goods are subsequently picked,

confirmed, and delivered to the customer.

Returns and Complaints Creates a complaint and credit memo followed by shipping the goods back with a

quality check and goods are moved to unrestricted or blocked stock.

Sales Quotation In response to the customer's request for quotation (RFQ), a quotation is created in

the SAP system. The customer can then either accept or reject the quotation.

Sales (cont.)

Sales Order Processing for Prospect A customer with a temporary customer ID is used to investigate an order without

looking up the customer's account. The order can be saved but remains incomplete until a valid customer is entered

Sales Processing using Third-Party (without Shipping Notification) The order is passed to third party vendor who ships the goods and bills the customer.

The incoming invoice from vendor triggers the customer billing documents.

Sales of Non-stock Item with Order Specific Procurement For items not in stock, a purchase requisition and order is generated and sent to your

supplier who ships the order via a trading partner. You can then track and enter shipping and billing.

Debit Memo Processing An Invoice Increase Request (Debit memo) is created with the debited amount, placed

on a billing block, then released to become billing-relevant, and appears on the billing due list.

Lean Warehouse Management Provides a warehousing structure in which you can use transfer orders as pick orders

even in warehouses with a simple structure.

Sales Order Processing with Customer Down Payment Down payments are payments made, without interest, before completion of the

product, and represent short or medium term outside capital procurement. This improves the company’s liquidity.

Sales (cont.)

Period-End Closing Operations in Sales Covers the periodic processing of sales orders for period end closing, such as price

revaluation, results analysis and settlement.

Credit Memo Processing Credits a customer account if the customer was overcharged due to a pricing, sales tax

error, or omitted discount. The credit memo request is blocked for further processing so as to be checked.

Serial Number Management Using serial numbers, you can track each individual material during goods movement.

This scenario shows the serial number handling on finished goods level.

Foreign Trade Export Processing Describes the steps involved in receiving customs forms, and documents how the

system performs incompleteness checks to make sure that all essential information is in the system.

Customer Consignment Processing Manage, transfer and track inventory sold on a consignment basis. Company retains

ownership of the inventory at your customer’s site until sold by your customer to the final consumer.

Returnable Processing Comprises the ability to capture returnable packaging such as pallets back into

inventory.

Sales (cont.)

Rebate Processing: Free Goods Free goods are provided as rebate when the respective order amount is reached.

Batch Recall A defect batch is identified and must be recalled from customers and prospects who

have received the batch.

Sales Order Processing with Collective Billing Describes the entire process of a standard distribution process in the mass execution.

The process begins with the creation of several standard customer orders.

SalesSales Processing using Third-Party (with Shipping Notification)

PurposeThe order is passed to a third party vendor who ships the goods to the customer and bills you.

Key process flows coveredCreate third-party sales ordersConvert purchase requisitions to purchase ordersApprove purchase orders Post statistical goods receipts Verify invoices Execute billing

Business benefits Reduces stock and cost Increases efficiency Direct handover of customer’s requirements to

external supplier Invoice from trader to customer based on quantities

from supplier invoice Fulfils customer’s requirements despite material

shortage

SalesCredit Management

PurposeCredit limit check with increase, stop access for customer and partners; block individual purchases can be performed. Customers' credit profile can also be displayed.

Key process flows coveredEnter sales ordersCheck credit limitsBlock sales ordersRelease sales ordersProcess delivery

Business benefits Reduces risk of bad debt Focus on reliable and profitable customers Faster credit-worthiness check Accelerates the process of checking a

customer credit limit Identifies the overall credit risk of your

company

SalesSales Order Processing – Sale from Stock

PurposeIncludes all steps of a business cycle from sales order creation, delivery, picking, goods issue and billing procedure.

Key process flows coveredCreate sales ordersConfirm sales ordersProcess deliveryPick and ship itemsPost goods issueExecute billing

Business benefits Performs availability check and automatically

determines a shipping point when an order is entered

Creates billing document and postings for Financials and Controlling

SalesFree of Charge Delivery

PurposeCreates a non-billing relevant sales order, delivery the goods are subsequently picked, confirmed, and delivered to the customer.

Key process flows coveredCreate sales orders with free of charge itemsPick and ship itemsPost goods issue

Business benefits System integration of free of charge delivery with

sales order processing

SalesReturns and Complaints

PurposeCreates a complaint and credit memo followed by shipping the goods back with a quality check and goods are moved to unrestricted or blocked stock.

Key process flows coveredCreate sales orders Process return delivery Execute billingPost payments

Business benefits System integration of customer returns with complaints

processing

PurposeIn response to the customer's request for quotation (RFQ), a quotation is created in the SAP system. The customer can then either accept or reject the quotation.

Key process flows covered Create sales quotations and send to customers Create third-party sales orders and generate

purchase requisitions automatically Create sales orders with a billing plan Create delivery Post goods issues Create invoices Execute billing

Business benefits Performs availability check and automatically determines

a shipping point when an order is entered Reduces stock and costs Increases efficiency Fulfills customer requirements despite of material shortage Direct handover of customer requirements to external supplier Assures business partners that a certain product configuration and quantity will be delivered at a specific time and

price Provides a variety of special sales order and sales quotation processing functions for sales employees

SalesSales Quotation

SalesSales Order Processing for Prospect

PurposeA customer with a temporary customer ID is used to investigate an order without looking up the customer's account. The order can be saved but remains incomplete until a valid customer is entered

Key process flows covered Create sales orders without having the

customer’s account number Create customer master records Assign customer account numbers Pick and ship items Post goods issue Execute billing

Business benefits Sales orders can be processed without the

customer’s account number Automatically determines materials for sales

order entry

SalesSales Processing using Third-Party (without Shipping Notification)

PurposeThe order is passed to third party vendor who ships the goods and bills the customer. The incoming invoice from vendor triggers the customer billing documents.

Key process flows covered Create third-party sales orders Convert purchase requisitions to purchase

orders Approve purchase orders Verify invoices Execute billing

Business benefits Reduces stock and cost Increases efficiency Direct handover of customer’s requirements

to external supplier Invoice from trader to customer based on

quantities from supplier invoice Fulfils customer’s requirements despite

material shortage

SalesSales of Nonstock Item with Order Specific Procurement

PurposeFor items not in stock, a purchase requisition and order is generated and sent to your supplier who ships the order via a trading partner. You can then track and enter shipping and billing.

Key process flows covered Create sales orders Convert purchase requisitions to

purchase orders Approve purchase orders Post goods receipt Verify invoices Process delivery Post goods issue Execute billing

Business benefits Direct handover of customer’s requirements

to external supplier Material is sent from external supplier to

trader with the trader staying in charge for the complete delivery process

Fulfils customer’s requirements despite of material shortage

SalesDebit Memo Processing

PurposeAn Invoice Increase Request (Debit memo) is created with the debited amount, placed on a billing block, then released to become billing-relevant, and appears on the billing due list.

Key process flows covered Create debit memo requests Remove billing blocks (review debit memo

requests) Execute billing

Business benefitsSystem integration of debit memo processing

SalesLean Warehouse Processing

PurposeProvides a warehousing structure in which you can use transfer orders as pick orders even in warehouses with a simple structure.

Key process flows covered Print picking documents automatically when a

delivery for a Warehouse Management relevant storage location is created

Business benefits Automatically prints a picking document when a

delivery is created for a storage location which is assigned to a warehouse

Transport orders from warehouse management not needed

SalesSales Order Processing with Customer Down Payment

PurposeDown payments are payments made, without interest, before completion of the product, and represent short or medium term outside capital procurement. This improves the company’s liquidity.

Key process flows coveredCreate sales order entriesRemove billing blocksExecute billingPost down paymentsProcess deliveryPost goods issueExecute billingClear down payment

Business benefits System integration of sales order processing with

customer down payments

SalesPeriod-End Closing Operations in Sales

PurposeCovers the periodic processing of sales orders for period end closing, such as price revaluation, results analysis and settlement.

Key process flows covered Review blocked sales orders Review incomplete sales orders Review sales documents blocked for delivery Review sales documents due for delivery Review log of collective delivery creation Review incomplete SD documents (deliveries) Review outbound deliveries for goods issue Review sales documents blocked for billing Review billing due list Review log of collective invoice creation Review list blocked (for accounting) billing documents Create Intrastat and Extrastat Calculate work in process (Service Provider) Settle sales orders to profitability analysis (Service Provider)

Business benefitsProvides a SD periodic activities overview

Sales Credit Memo Processing

PurposeCredits a customer account if the customer was overcharged due to a pricing, sales tax error, or omitted discount. The credit memo request is blocked for further processing so as to be checked.

Key process flows covered Create credit memo requests Remove billing blocks (review credit memo

requests) Execute billing

Business benefits System integration of credit memo processing

SalesSerial Number Management

PurposeUsing serial numbers, you can track each individual material during goods movement. This scenario shows the serial number handling on finished goods level.

Key process flows covered Definition of serial number profile and serializing

procedures Equipment categories for serialization Settings for physical inventory

Business benefits Integration of serial number management in all logistics

processes Integrated use of one serial number profile in logistics

and services

SalesForeign Trade Export Processing

PurposeDescribes the steps involved in receiving customs forms, and documents how the system performs incompleteness checks to make sure that all essential information is in the system.

Key process flows coveredCreate sales ordersProcess deliveriesCreate pro forma invoicesPrint customs documentsPost goods issuesExecute billingCreate Intrastat and Extrastat

Business benefitsLowers import dutiesComplies with authorities demandsFulfills complex documentation requirementsDrives process efficiency

SalesCustomer Consignment Processing

PurposeManage, transfer and track inventory sold on a consignment basis. Company retains ownership of the inventory at your customer’s site until sold by your customer to the final consumer.

Key process flows coveredFill-up consignmentsIssues consignmentsPick-up consignmentsReturn consignmentsProcess pickings and shipmentsExecute billing

Business benefits Offers separate consignment stock management for

each customer Offers to separate the consignment stock

management from the rest of your stock

SalesReturnables Processing

PurposeComprises the ability to capture returnable packaging such as pallets back into inventory.

Key process flows covered Create sales orders Pick and ship items and add returnable packaging Add returnable packaging to deliveries Create returnable packaging return orders Debit unreturned packaging Post goods issues for unreturned packaging

Business benefits Comprises the management of returnables using the

ERP returnable packaging logistics functions Offers tracking of returnables

SalesRebate Processing: Free Goods

PurposeFree goods are provided as rebate when the respective order amount is reached.

Key process flows covered Create direct mailings to customer Prepare follow-up processes for the return of batches Receive returned batches into return stocks Decide on further usage of returned stocks Create credit memos for customers

Business benefits Provides integrated follow-up process to the former

delivered batch Offers to separate the management of return stock

from the rest of your stock

SalesBatch Recall

PurposeA defect batch is identified and must be recalled from customers and prospects who have received the batch.

Key process flows coveredCreate sales ordersPrint order confirmationsProcess deliveriesExecute pickingPost goods issuesExecute billing

Business benefits Automatically performs an availability check and

automatically determines a shipping point when an order is entered

Automatically determines inclusive free goods Creates billing document and posts to Financials

and Controlling

SalesSales Order Processing with Collective Billing

PurposeDescribes the entire process of a standard distribution process in the mass execution. The process begins with the creation of several standard customer orders.

Key process flows coveredCreate sales ordersExecute collective runs for deliveries Execute pickingsPost goods issuesExecute collective runs for billing

Business benefits Provides cost optimization in collecting customer

orders due to deliver to the same customer in one delivery via a collective run

Provides cost optimization in collecting deliveries to the same customer for one invoice via a collective run