SAPSD模块全英文介绍.ppt

SalesandDistribution(SD),SAPUniversityAlliancesVersion1.0AuthorsStephenTracyBretWagnerStefanWeidner,ProductSAPERP6.0GlobalBikeInc.LevelBeginnerFocusCross-functionalintegrationSalesandDistribution,Functionality,SalesSupportSalesShippingandTransportationBillingCreditManagementForeignTrade,ChapterOverview,SalesandDistributionOrg.LevelsSalesandDistributionMasterDataSalesOrderProcessOrder-to-Cash,Plantisalocationwherematerialstockiskept.,Storagelocationisasub-divisionofaPlantwhereinventoryismanaged.,Aplantcan,forexample,representaproductionfacilityorawarehouse.,Afixedlocationwithinaplantthatcarriesoutshippingactivities,SDMasterData,CustomerMaster,MaterialMaster,SalesCondition,CustomerMasterData,CustomerMasterContainsalloftheinformationnecessaryforprocessingorders,deliveries,invoicesandcustomerpaymentEverycustomerMUSThaveamasterrecordCreatedbySalesAreaSalesOrganizationDistributionChannelDivision,CustomerMasterData,Thecustomermasterinformationisdividedinto3areas:GeneralDataCompanyCodeDataSalesAreaData,CustomerMaster,MaterialMasterData,MaterialMasterContainsalltheinformationacompanyneedstomanageaboutamaterialItisusedbymostcomponentswithintheSAPsystemSalesandDistributionMaterialsManagementProductionPlantMaintenanceAccounting/ControllingQualityManagementMaterialmasterdataisstoredinfunctionalsegmentscalledViews,MaterialMasterViews,MaterialMaster,StorageLocationspecificinformation:StockQty,CustomerMaterialInformationRecord,DataonamaterialdefinedforaspecificcustomerisstoredinaCustomermaterialinforecord.InfoRecordscontain:Customer-specificmaterialnumberCustomer-specificmaterialdescriptionCustomer-specificdataondeliveriesanddeliverytolerancesYoucanalsomaintaindefaulttexttoappearonsalesordersforthatcustomer,ConditionMaster(Pricing),Conditionmasterdataincludes:PricesSurchargesDiscountsFreightsTaxesYoucandefinetheconditionmastertobedependentonvariousdata:MaterialspecificCustomerspecificConditionscanbedependentonanydocumentfield,Output,Outputisinformationthatissenttothecustomerusingvariousmedia,suchas:E-mailMailEDIFaxXMLOutputexamples:QuotationConfirmationInvoice,SalesOrderProcess,Pre-SalesActivities(CRMLight),SalesSupportisacomponentofSDthatassistsinthesales,distribution,andmarketingofacompaniesproductsandservicestoitscustomers.Itcontainsthefollowingfunctionality:Creatingandtrackingcustomercontactsandcommunications(salesactivity)PhonecallrecordsOn-sitemeetingLettersCampaigncommunicationImplementingandtrackingdirectmailing,internet,andtradefaircampaignsbasedoncustomerattributesPre-salesdocumentsneedtobemanagedwithinthepresalesactivities:InquiriesandQuotations.Thesedocumentshelpidentifypossiblesalesrelatedactivityanddeterminesalesprobability.,Pre-SalesActivities(CRMLight),Theultimategoalofallpre-salesactivitiesistoequipthesalestechnicianwithalltheinformationnecessarytonegotiateandcompletethepotentialsale.Informationneeded:PastsalesactivityPastcommunicationContactinformationGeneralCompanyinfoCreditlimitsandusageCurrentbackorders360viewofyourcustomer,Inquiry,Aninquiryisacustomersrequesttoacompanyforinformationorquotationinrespecttotheirproductsorserviceswithoutobligationtopurchase.HowmuchwillitcostMaterial/ServiceavailabilityMaycontainspecificquantitiesanddatesTheinquiryismaintainedinthesystemandaquotationiscreatedtoaddressquestionsforthepotentialcustomer.,Quotation,Thequotationpresentsthecustomerwithalegallybindingoffertodeliverspecificproductsoraselectionofacertainamountofproductsinaspecifiedtimeframeatapre-definedprice.,SalesOrder,SalesorderprocessingcanoriginatefromavarietyofdocumentsandactivitiesCustomercontactsusfororder:phone,internet,emailExistingContractQuotationsTheelectronicdocumentthatiscreatedshouldcontainthefollowingbasicinformation:CustomerInformationMaterial/serviceandquantityPricing(conditions)SpecificdeliverydatesandquantitiesShippinginformationBillingInformation,SalesOrder,Thesalesdocumentismadeupofthreeprimaryareas:HeaderDatarelevantfortheentiresalesorder:Ex:customerdata,totalcostoftheorderLineItemInformationaboutthespecificproduct:Ex:materialandquantity,costofanindividuallineScheduleLinesUniquelybelongstoaLineItem,containsdeliveryquantitiesanddatesforpartialdeliveries,SalesOrder,Thesalesordercontainsalloftheinformationneededtoprocessyourcustomersrequest,thefollowinginformationisdeterminedforeachsalesorder:DeliveringScheduleShippingpointandroutedeterminationAvailabilityCheckPricingCreditlimitcheck,DeliveryScheduling,Whenanorderiscreatedtheyoumustenterarequesteddeliverydatefortheorderoreachlineitem.Thesystemwillthendetermineadeliverytimeline,thiswillbeusedwhendeterminingourmaterialavailability,orATP(AvailabilitytoPromise)date.Thesystemwilldeterminethisdateusingforwardandbackwardschedulingrulesyouhavedefined.,BackwardScheduling,RequestedDelv.Date,GoodsIssue,Loading,MaterialAvailability,OrderDate,Transp.Sched.,TransitTime(2days),LoadingTime(1day),Pick&PackTime(2days),Transp.Sched.Time(1day),2nd,3rd,4th,5th,6th,1st,ForwardScheduling,TransitTime(2days),LoadingTime(1day),Transp.Sched.Time(1day),NewDelv.Date,1st,3rd,4th,5th,6th,2nd,Pick&PackTime(2days),7th,RequestedDelv.Date,GoodsIssue,Loading,MaterialAvailability,OrderDate,Transp.Sched.,Shipping&RouteDetermination,Duringthecreationofthesalesorderthesystemmustdeterminetheshippingpointfromwhichthematerialwillbeshippedandtheroutethematerialwilltaketogetfromyourwarehousetoyourcustomerslocation.Ashippingpointisdeterminedforeachlineitemwithintheorder.Theroutedeterminationwillisusedtodefinethetransittimeofthematerialthatweusedinscheduling.,AvailabilityCheck,AvailabilityCheckDeterminesthematerialavailabilitydateConsidersallinwardandoutwardinventorymovementsProposes3methodsofdeliveryOne-timedeliveryCompletedeliveryDelayedproposalRulesarecreatedbyYOU,Pricing,Thesystemdisplayspricinginformationforallsalesdocumentsonthepricingscreensatboththeheaderandthelineitemlevel.HeaderpricingisvalidforthewholeorderitisthecumulativeofalllineitemswithintheorderLineitempricingisforeachspecificmaterial.Thesystemwillautomaticallysearchforprice,discounts,surcharges,calculatetaxesandfreight.Youhavetheabilitytomanuallymanipulatethepricingatboththeheaderandlineitemlevelwithinthesalesorderbyenteringaconditiontypeandamount.Taxesandfreightcanbeset-upsowecantmanuallyenter,CreditCheck,Allowsyourcompanytomanageitscreditexposureandriskforeachcustomerbyspecifyingcreditlimits.Duringthesalesorderprocessthesystemwillalertthesalesrepaboutthecustomerscreditsituationthatarises,ifnecessarythesystemcanbeconfiguredtoblockordersanddeliveries.,Shipping&Transportation,Theshippingprocessbeginswhenyoucreatethedeliverydocumentforthesalesorder.Thisdocumentcontrols,supports,andmonitorsnumeroussub-processesforshippingprocessing:PickingPackingPostGoodsIssueIntegratedwiththeMaterialManagement(MM)andFinance(FI)modules,Shipping,DeliveryCreation,Checksorderandmaterialstodetermineifadeliveryispossibledeliveryblock(hold),completenessConfirmsavailabilityConfirmsexport/foreigntraderequirementsDeterminestotalweight&volume,DeliveryCreation,GeneratespackingproposalCalculatesweightandvolumeChecksschedulingConsiderspartialdeliveriesUpdatesrouteassignmentAssignspickinglocationUpdatessalesorderDeterminesbatchesQualitycheck(ifneeded)Updatessalesorder,DeliveryDocument,TheDeliveryDocumentinitiatesthedeliveryprocessandisthecontrolmechanismforthisprocessPickingPackingLoadingPostingGoodsIssueChangestodeliveryareallowable-products,quantities,Picking,QuantitiesbasedondeliverynoteAssigneddatewhenpickingshouldbeginAutomatedstoragelocationassignmentSupportsserialnumber/lotnumbertrackingandbatchmanagementIntegratedwithWarehouseManagement(WM),LoadingandPacking,Identifieswhichpackagingistobeusedforspecifiedproducts(customerpreferenceandUCC-128considerations)IdentifiesandupdatesaccountsassociatedwithreturnablepackagingTracksthepackedproductbycontainerInsuresweight/volumerestrictionsareenforcedAllpackeditemsareassignedtotherequiredmeansoftransportation,Goodsissue,EventthatindicatesthelegalchangeinownershipoftheproductsReducesinventoryandentersCostofGoodsSoldAutomaticallyupdatestheGeneralLedger(G/L)accountsEndstheshippingprocessandupdatesthestatusoftheshippingdocuments,Billing,Thebillingdocumentiscreatedbycopingdatafromthesalesorderand/ordeliverydocument.Order-basedbillingDelivery-basedbillingThebillingprocessisusedtogeneratethecustomerinvoice.Itwillupdatethecustomerscreditstatus.,BillingDocuments,Thebillingdocumentwillautomaticallycreateadebitpostingtoyourcustomersub-ledgeraccountandcredityourrevenueaccount.ItisatthispointthatthesalesprocessispassedovertoFinancialAccountingto