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Table of Contents

Table of ContentsIntroduction 7

1 The Sales and Distribution module 91.1 Modules and more 91.2 Sales and Distribution, I presume? 10

2 Training time 132.1 Order in the court 132.2 The results 24

3 The sales order 333.1 First try 333.2 Sales order types 343.3 Enterprise structure 343.4 Sales order creation 38

4 Master data 434.1 Master data concept 454.2 Business partners—who’s who? 464.3 Partner functions in SD 604.4 The material master—what are we selling? 644.5 Pricing—how much is it? 69

5 Sales order processing 775.1 The item category 775.2 Availability checking 815.3 Working with sales orders 885.4 Listings and exclusions—members only 935.5 BOMs away—sales BOMs 935.6 Free goods 955.7 Material substitution and CMIRs 965.8 Credit checks and credit cards 965.9 Output 100

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Table of Contents

6 Deliveries 1036.1 Deliveries—scope of check 1056.2 Deliveries 106

7 Billing 1137.1 Standard billing 1137.2 Resource-related billing 120

8 How did we get here?—before the sales order 1238.1 Contracts 1238.2 Quotations 125

9 After the sale—returns and service 1279.1 Returns 1279.2 Credit and debit memo requests 1289.3 Service and repairs 128

10 Sales reporting 131

11 Summary 145

A The Author 148

B Index 149

C Disclaimer 151

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2 Training time

Lauren was a little nervous as she began her second day at Brand X Industries. Her new boss, Carl, seemed nice enough, but her anxiety grew during the day as he took her around to meet the other depart-ment heads. He kept introducing her as a ‘star’ and saying how she was going help get things under control with the new SAP system. She really hoped she wouldn’t disappoint him.

Lauren had spent a few hours the night before, and that morning, going through the SAP training manuals for Brand X. What she read seemed to make sense. There were sales orders and invoices, customers and materi-als—all things that she could relate to from her previous experience as a senior customer service representative at Oakbox Co. But there were also things that didn’t make sense to her, such as ‘condition records’, ‘document flow’, ‘output’, and a lot of other unfamiliar SAP terms. In addition, she had no idea how it all fit together. Additionally, this was a new company for her, with new people, new processes, and to top it all off, a new industry!

Lauren breathed deeply and told herself to be patient. She knew that she learned best by actually getting her hands on a system and ‘doing’. That’s why she had asked to sit with one of the customer service reps that day to watch them work and help enter some orders.

2.1 Order in the court

Vanessa Roberts, a senior customer service representative for Brand X, greeted Lauren as she pulled up a chair to join Vanessa at her work cubicle. “These are the orders we received yesterday that I haven’t entered in the system yet,” said Vanessa, pointing to a stack of papers.

“Normally, I’d have these finished, but ever since we’ve gotten SAP we’re struggling to catch up,” she continued.

“Ok, well, I’m just going to watch what you do, and then hopefully be able to help a little bit,” said Lauren, logging on to her new company laptop.

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Training time

She opened her web browser and pasted in the URL for the SAP system from her training manual. She entered her user ID and password, and logged on (see Figure 2.1).

Figure 2.1: Fiori logon screen

Once she was logged on, she saw the screen shown in Figure 2.2.

Figure 2.2: Fiori Launchpad

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Training time

She knew from her training materials that this was the ’launchpad’ and that each one of these square ‘tiles’ would allow her to do different things in the system. What she wanted to do now was to help Vanessa enter sales or-ders, but she initially couldn’t see anything representing that on her screen. She scrolled down further and found the tile that she wanted (see Figure 2.3).

Figure 2.3: Create Sales Orders tile

She clicked on the Create Sales Orders tile and up popped the Create Sales document screen (see Figure 2.4).

Figure 2.4: Create Sales Document screen

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Training time

Ok, that wasn’t too hard, she thought. But what’s all this stuff here?…Or-der Type, Sales Organization, Distribution Channel….what should she put in those fields?

Vanessa saw the puzzled look on Lauren’s face and explained, “We’re going to be putting in regular orders, which is code ZOR. Then, we always put in 1710, 10, 00 for Sales Organization, Distribution Channel, and Division, because we’re in the US.”

Lauren entered the information, as instructed, on her screen (see Figure 2.5).

Figure 2.5: Create sales order

Lauren wondered what all this meant, but Vanessa was already handing her orders to input. “Here’s an order to start with. Let’s have you do that one and then if you have any questions, I can help you.”

Lauren looked at the paper she had been given.

She looked back to her screen, ready to begin.

She clicked on the screen, and nothing happened. She double clicked, still nothing. She didn’t see any icons or buttons that looked promising.

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Training time

Figure 2.6: Create sales order

The only thing that looked remotely helpful was the More menu button (see Figure 2.6), so she clicked on it.

Figure 2.7: Create sales order

Index

149

B Index

Aaccounting document 11, 119ALE 102Analytical reporting 131ATP 81available-to-promise 81

BBackorder processing 86billing document 11billing due list 114billing plan 125Bill-to Party 60BRF+ 101Business Partner 46

Ccds views 142Company Code 34, 35condition technique 70Contracts 123credit card 98credit management 97credit memo request 128CRM 123cross-chain distribution status 96Cross-division 36customer material info record 96Customer Service module 128customer’s reference 21

Ddebit memo request 128delivery document 10delivery due list 106

Distribution Channel 36Division 36Document Type 34

EECC 10Enterprise Structure 34ERP 10

FFiori 32free goods 95free of charge order 95

Hhandling unit 106header 31

IIDOC 102incompletion procedure 59inquiries 125item category 77

LLaunchpad 15line item data 31listing and exclusion 93Logistics Execution 10

Mmaster data 45material document 109material master 46, 67

Index

150

material substitution 96Messages 58MRP 10

Nnumber range 47

OOne-time customer 64Organizational Data 34OTC 11output 11, 100

Ppacking 106partner functions 60Payer 60PCI compliance 99Plant 37Post Goods Issue 107Pricing 70

Qquotation 125

RRepair Order 129requirement 86rescheduling 86resource related billing 120returns 127

SS/4HANA 12Sales Area 36sales boms 94Sales District 37Sales Group 37Sales Office 37Sales Order 10Sales Order Type 34Sales Organization 35Schedule lines 87Service Order 129shipment 111shipping conditions 92Shipping point 38Ship-to Party 60Sold-to Party 60Storage location 38

Ttexts 99The Cloud 41third-party ordering 87transaction code 26