SAP SD Configuration step by step guide by TATA Mcgraw Hill

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SAP SD step by step guide by TATA Mcgraw Hill

Text of SAP SD Configuration step by step guide by TATA Mcgraw Hill

  • Implementing SAP ERP Sales & Distribution

    Glynn C. Williams

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    DOI: 10.1036/0071497056

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  • This book is dedicated to my darling wife, Wendy, and my little angel girl, Breeze. You both light up my life.

  • About the AuthorGlynn Christopher Williams is an SAP ERP systems and business analyst, born in England and educated in South Africa. He currently resides on the outskirts of London, England. Over the last decade, he has consulted and implemented SAP SD in over 34 countries, having been on location in more than 17. He has consulted to some of the worlds largest companies, including Hewlett-Packard, Honeywell, and Schneider Electric. His international experience, coupled with extensive knowledge of the SD module, integrated modules (such as FI, PS, WM, and MM), and diverse business processes, allows him to share fantastic time-saving tips, as well as provide easy-to-understand assistance in implementing SAP ERP Sales and Distribution module.

    About the Technical ReviewersDustin Ainsworth is an SAP Sales & Distribution Systems and Business Analyst. He is a post-graduate of the University of Kwazulu-Natal (BA-LLB). He is SAP SD Certified. He specializes in Sales & Distribution as well as Materials Management (MM) and Demand Planning (APO-DP). He has implemented SAP SD versions 4.0B, 4.6C, 4.7 Enterprise, EEC5, as well as specific industry solutions such as IS-DIMP (Manufacturing & Mining) and Gas. He has had the privilege of dealing with some of the largest blue-chip companies in South Africa, namely SABMiller, Daimler Chrysler, Barlow World, Consol Glass, and the Linde Group, among others. Any queries can be sent to da@sapww.com.

    Keenan Jones is an SAP Sales & Distribution systems consultant and business analyst. He has over a decade of worldwide experience in consulting in the Sales and Distribution module of SAP and has worked on releases from R3 3.0 to ECC6. His thorough knowledge of the SD module permits him to integrate SD seamlessly with other modules and the new functionalities recently released by SAP. Keenans knowledge of the technical capabilities and capacities of SAP accompanied by his extensive ABAP programming skills permit him to easily integrate businesses functionality into a standard system, for example, by writing customized front-ends for the SAP SD functionality. Any queries can be sent to kj@sapww.com.

  • Contents at a Glance

    1 Introduction and Master Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Master Data Conguration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 3 Sales Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 4 Contracts and Special Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 5 Available to Promise and Transfer of Requirements . . . . . . . . . . . . . . . . . . 155 6 Logistics Execution Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 7 Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 8 Pricing and Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283 9 Diverse Sales and Distribution Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . 347 10 Credit Management, Receivable Risk Management, Blocks, and Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403 11 Advanced Consultant Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435 A Transaction Codes Related to Sales and Distribution . . . . . . . . . . . . . . . . . 465

    Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507

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  • vii

    ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiiAcknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv

    1 Introduction and Master Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Introduction to SAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    SAP Application Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2The SAPGUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Customizing Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2mySAP ERP Applications Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    SAP Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Basic Transaction Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Shortcuts in Transaction Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Introduction to SD Customer Master Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Customer Master Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Enterprise Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16SAP Customizing Implementation Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Sales Ofces and Sales Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Organizational Structures in Accounting . . . . . . . . . . . . . . . . . . . . . . . 22Organizational Structures in Logistics . . . . . . . . . . . . . . . . . . . . . . . . . 24Assignment of Organizational Units . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

    2 Master Data Conguration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Customer Master Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Preparations f