Configuring SAP by o262mlx9


									Introduction to Enterprise Wide
     Information Systems

  Configuring SAP (cont.)

     Instructor: Richard W. Vawter

                                     University of
                                     Southern California
  The Implementation Guide
  Sales Orders and the Customer Master
  Customizing the Material Master
  Configuring the Billing Process

                                          University of
                                          Southern California
Materials - Material Types
  The material type is part of the general data on a material.
  The departments responsible for a material type determine
   which views must be maintained for a specific material.

                                       Quantity/Value update
                                          Price control
                                        Variance for each plant

                          Description                         Account
                          Department                         assignment
      Matl. type          Internal/External POs

                                                           University of
                                                           Southern California
Selecting Fields for Materials - Influencing Factors

  An individual control table is available for each
   influencing factor shown here and corresponds to a
   group of fields in the material master.



      Material type
                                   Field selection
            Industry sector

                              SAP                            Sales &

                           components    Production


                                                                                                     Fixed Assets

                                                                                                                              University of
                                                                    Client / Server
                                                                       ABAP/4                             Project

                                                Maintenance                                   Workflow

                                                                                                                              Southern California
                                                             Human                    Industry
                                                            Resources                 Solutions
Materials - Material Status
  You can define different kinds of material status and
   for each status, how the system will react when an item
   is used in a sales document.

      Material Status    Quotation   Standard Order

    Discontinued part    Error       Warning

    Technical defect     Error       Error

                                                      University of
                                                      Southern California
Product Hierarchies
  Product hierarchies are used for pricing and analysis.
  In the Standard SAP setup, they can be defined with up
   to 18 characters and three levels.

                     0000100001                                 0000100002
  2              Electrical appliances                         Compressors

      000010000100000001      000010000100000002   000010000200000001   000010000200000002
  3   Electric screwdrivers      Electric drills      Electric drills      Electric drills

                                                                        University of
                                                                        Southern California
Customer-Material Information
  You can define customer-specific data for a material in
   a customer-material information record. This may incl:
       cust.-specific matl. #           cust.-specific matl. description          etc.

     Customer-Material Information
           Sales organization   : 1000
           Distribution channel : 01
           Customer             : C1

                                                    Customer-specific data
           Material            Description          Material        Description
            M1                 Computer AG           M234           Computer 550C
            M2                 Computer UG           M598           Computer 1650B
              .                      .                 .                   .
              .                      .                 .                   .

     Sales order
           Sold-to Party: C1

           Customer Matl         Description      Qty
              M234               Computer 550C    10
              M598               Computer 1650B    3
Proposing Items Using Product Proposal
  Material combinations which you use frequently can be
   stored in product proposals.

      Product proposal     : 5000002
      Validity period      : 01/01-12/31
      Search term          : SD product proposals

        Item          Material       Qty.
         10             M1           40
         20             M2           50
         30             M3           30                 Material or
                                                    material + quantities
    Sales Order

      Sold-to party: C1

        Item          Material       Qty.
         10             M1           40
         20             M2           50
                                                          University of
         30             M3           30
                                                          Southern California
Sales Bill of Materials - An Example
  By making the appropriate settings in Customizing,
   you can copy the components in the bill of material to
   a sales order as one “item”.


       Mouse        Monitor              CPU    Keyboard

                                                University of
                                                Southern California
Bill of Material - Bill of Material Categories
  The bill of material category serves as a link to
   different objects.
  You can create bills of material only for objects
   existing in the material master.
 Material                                                           Material BOM

                                                                 Sales & Distribution
                SD master

                            Equipment                             Equipment BOM
                            master record

                                            Document               Document BOM
                                            master record
                                                   Sales order
Bill of Material - Where They Are Used
  Item status controls how BOM items are processed in
   related application areas:
       Production (operations)
       Construction (technical data)
       Pricing
       Sales & distribution (order quantity)
       Plant maintenance (maintenance information)

                                                      University of
                                                      Southern California
  The Implementation Guide
  Sales Orders and the Customer Master
  Customizing the Material Master
  Configuring the Billing Process

                                          University of
                                          Southern California
Billing Types
  The billing type controls the entire billing document.
  Billing types are dictated by the type of the reference


    Pro forma invoice                           Cash sale

   Invoice list                                 Credit/debit memo

      Cancellations                              Returns

                        Inter-company billing

                                                  University of
                                                  Southern California
The Billing Process
  Each billing document requires a reference document.
              Order Document Types                  Delivery Doc.     Billing Documents
   Inquiry          Quotation    Order
   Type: IN          Type: QT    Type: OR                 Type: LF       Type: F2
                                 Header                   Header         Header
                                 Item: TAN                Item: TAN
                                 Schd. line                              Schd. line

                                 Type: RE                 Type: LR       Type: RE
                                 Item: REN

                                Cash Sales
                                 Type: BV                 Type: LR

                                 Type: CR                                Type: RE
Billing Documents
  You can reference either an order or a delivery
   document when creating an invoice.
  This is configured in the IMG by the item category.

      Std. Order          Delivery             Invoice

      Std. Order          Delivery             Invoice

                                                University of
                                                Southern California
Credit / Debit Memos
  However, with credit / debit memos, you can only
   reference the credit / debit requests (sales documents).

   Order                   Delivery            Invoice

       Credit request                          Credit memo

           Debit request                       Debit memo

                                                 University of
                                                 Southern California
  Credit memos are created with reference to the returns
   (sales documents) and NOT to the returns delivery.

   Sales Order                    Delivery    Invoice


                 Credit request   Returns     Credit memo

                                                University of
                                                Southern California
Data Flow
  You can influence the data flow from reference
   documents to billing documents by:
       Billing types                          Copying control for header
       Copying control for items
                                                                      For example
                                                                      - payer
                                                                      - item number
                                                                      - prices
                                                                      - texts

    Order                        Delivery                   Invoice

                         For example
            Doc. flow    - ship-to party
            Data flow    - quantity
                         - texts

                                                              University of
                                                              Southern California
Copy Control
  As just mentioned, how data is transferred in the billing
   process can be influenced by the copy control data.

                   Target      Source
                   Billing     Delivery
                   type        type

  Header            F2          LF

                   Target      Source      Source
                   Billing     Delivery    Item
                   type        type        category

  Item              F2          LF          TAN

                                                    University of
                                                    Southern California
Billing Quantities
  Delivery and order quantities are referenced in billing.
  You can create a billing document with reference to an
   order for quantities already delivered.

  Billing                                Billing Quantity

  With reference to an order             Delivery quantity minus quantity
                                         already invoiced
  With reference to a sales document     Order quantity minus quantity
  (e.g., credit memo)                    already invoiced

  With reference to a delivery           Delivery quantity minus quantity
  (e.g., billing doc. Types F1 and F2)   already invoiced
  Pro forma invoice F5                   Order quantity
  Pro forma invoice F8                   Delivery quantity

                                                              University of
                                                              Southern California
Pricing in Billing Documents
  You can specify a pricing type for each billing document
   type and item category.
 Price: Material M1                                       Price: Material M1            Discount
 from    1.pc     10.00                                   from    1.pc      11.00       from    50.00       1%-
        10.pc      9.50                                          10.pc      10.50              100.00       2%-
        20.pc      9.00                                          20.pc      10.00

  January                                                                March
                                                                                    Invoice                A
                                                                                    M1              10 pc
         Order                                                                      10 x 9.50
                                           Delivery                                 Manual discount
 M1              20 pc
 20 x 9.00                          M1                10 pc                         Invoice                B
 Manual discount                                                                    M1                  10 pc
                                                                                    10 x 10.50
                                                                                    Discount 2 %
 Pricing type:
                                                                                    Invoice                C
 A Price components are copied and updated (scale
   redetermined).                                                                   M1              10 pc
                                                                                    10 x 10.50
 B Pricing is carried out again.                                                    Discount 2 % & manual
 C Manual price components are copied, pricing carried out                          Invoice                D
   for all other components.
                                                                                    M1              10 pc
 D Price components are copied as is from the reference                             10 x 9.00
   document.                                                                        Manual discount
Key Points (1)
  The Implementation Guide (IMG) enables the project
   team to match the business requirements with the SAP
   standard software and customize the transactions to
   the needs of the organization.
  You can minimize the time an effort needed to create
   sales documents by thoroughly maintaining the
   customer master and defining all types of business
  The account group allows you to select data fields for
   maintaining the master data.
  By classifying materials by material types, you can
   specify which views for a material are to be maintained.

                                                University of
                                                Southern California
Key Points (2)
  When maintaining material master records, you can
   specify (in the IMG) which fields are to appear, to be
   required or optional, or are to be blocked.
  You can store customer-specific information on
   individual materials (e.g. customer material numbers
   and descriptions) in customer-material information
   records. This enables you to create orders using
   material numbers specified by the ordering party.
  When you frequently sell combination of materials, you
   can simplify sales order creation by creating product
  You can also create BOM’s to combine several
   materials for use in SD.
                                                  University of
                                                  Southern California
Key Points (3)
  Billing documents always reference a previous
  Reference documents will dictate the billing document
  The flow of data is controlled:
       by the programs
       by document types
       by copying control tables

  You can determine copying control at:
       the header level
       the item level

                                               University of
                                               Southern California

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