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1、安盛咨询英文版Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial MasterPart I2/25/20222Sales Process OverviewSales Documents Structure and FunctionsSales Process - Pre-sales ActivitiesSales Process - Sales Order ProcessingSal

2、es Process - OthersPart II2/25/20223Sales Process - ShippingSales Process - BillingPricingCredit ManagementAvailability Check & Delivery SchedulingOutput & ListSales Information System (SIS)Sales and Operation Planning (SOP)Part III2/25/20224To obtain an overview of the Sales&Distribution functional

3、ity and the relation with other SAP modulesTo know the basic structure of the Sales&Distribution moduleTo know the basic components of Sales&Distribution:Organizational StructureMaster DataTo understand the processing flow within Sales&Distribution:Pre-sales ActivitiesSales Order ProcessingShippingB

4、illing2/25/20225Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master2/25/20226“A linked set of repetitive activities, which refine an object to a specified and measurable end result InputEvent5Event1Event2Event3Ou

5、tputEvent42/25/20227112345671 Order Received2 Order Registered3 Order Approved4 Order Produced5 Distribution Prepared6 Invoice Created7 ShippingCustomer1234567CustomerLine Org.2/25/20228*Get the “whole picture*Customer focus*Clarify interfaces/relations*Avoid sub-optimisations*Identify measurements2

6、/25/20229Processes ProcessesActivitiesTime To CustomerLevel 2Level 3Order Seq.& AssignedOrder MgmtStockOrder MgmtCustomerTacticalPlanningESP +ESP+OperationalPerformanceOperationalPlanningMaterialCapacityManagementGenericAssemblyDeliveryPackagingKittingAssembleTo OrderMtrl SupplyMgmtProductionPlannin

7、gCap. & MatrReqmnt Plan.Cap. & MatrReqmnt Plan.Mtrl SupplyMgmtExpediting& ShippingCustomerCareCustomerLevel 1Level 4CoreProcessExternal SupplyImplemen-tationOperationalPlanningDistributionCapacityInvestmentPlanningProductionProcessesTacticalPlanningOrder Management2/25/202210Purchase OrderCheck prod

8、uct and customer data Order entryCustomer master Maintain Customer MasterDistribution IM/WMA/R Priority ForumChanged production plan reportExternal Supply, Inventory Warehouse ManagementCustomer or Sales, TTMValid informationNOYESOrder Scheduling,Print of acknowledgementCustomer and Production Reque

9、st for RMA no. Return of material Issue RMA no.Evaluate goods returnedSend back materialCompensation Decide on action to be takenThe overall purpose of the OM process is to receive, enter and handle sales orders and returns2/25/202211Purchase OrderCheck product and customer data Order entryCustomer

10、master Maintain Customer MasterDistribution IM/WMA/R Priority ForumChanged production plan reportExternal Supply, Inventory Warehouse ManagementCustomer or Sales, TTMValid informationNOYESOrder Scheduling,Print of acknowledgementCustomer and Production Request for RMA no. Return of material Issue RM

11、A no.Evaluate goods returnedSend back materialCompensation Decide on action to be takenR/3 supportedevents2/25/202212 SAP AGSAP R/3 Procedure ModelPreparations forProductionProductiveOperationOrganization andConceptual DesignProject Administration and Project ControlSystem Maintenance and Release Up

12、gradeDetailed Designand ImplementationTargetConceptTargetConceptQualityQualitycheckcheckOrganizeProjectOrganizeProjectSet Up TestEnvironmentSet Up TestEnvironmentTrain ProjectTeamTrain ProjectTeamDefineFunctions andProcessesDefineFunctions andProcessesDesignInterfaces andEnhancementsDesignInterfaces

13、 andEnhancementsEstablishGlobalSettingsEstablishGlobalSettingsEstablishCompanyStructureEstablishCompanyStructureEstablishBasic andMaster DataEstablishBasic andMaster DataEstablishFunctions andProcessesEstablishFunctions andProcessesPrepareProductionStartPrepareProductionStartCreate UserDocumentation

14、Create UserDocumentationSet UpProductiveEnvironmentSet UpProductiveEnvironmentEstablishSystemAdministrationEstablishSystemAdministrationTrain UsersTrain UsersTransfer Datato ProductionSystemTransfer Datato ProductionSystemOptimizeSystemUseOptimizeSystemUseSupportProductiveOperationSupportProductiveO

15、perationQualityQualitycheckcheckAppli-cationSystemAppli-cationSystemQualityQualitycheckcheckPro-ductionSystemPro-ductionSystemImplementInterfacesandEnhancementsImplementInterfacesandEnhancementsEstablishReportingEstablishReportingEstablishAuthorizationManagementEstablishAuthorizationManagementEstabl

16、ishArchiveManagementPerform FinalTestPerform FinalTest2/25/202213 application softwareapplication softwareplusplus infrastructureinfrastructure based onbased onclient/server softwareclient/server softwaretechnologytechnologyR/3R/3Client / ServerClient / ServerABAP/4ABAP/4SDSDMMMMPPPPQAQAPMPMHRHRISIS

17、OCOCPSPSAMAMCOCOFIFISales &Sales &DistributionDistributionMaterialsMaterialsMgmt.Mgmt.ProductionProductionPlanningPlanningQualityQualityAssuranceAssurancePlant Main-Plant Main-tenancetenanceHumanHumanResourcesResourcesIndustryIndustrySolutionsSolutionsOffice &Office &Communi-Communi-cationcationProj

18、ectProjectSystemSystemFixed AssetsFixed AssetsMgmt.Mgmt.ControllingControllingFinancialFinancialAccountingAccounting2/25/202214R/3R/3Client / ServerClient / ServerABAP/4ABAP/4SDSDMMMMPPPPQAQAPMPMHRHRISISOCOCPSPSAMAMCOCOFIFISales &Sales &DistributionDistributionMaterialsMaterialsMgmt.Mgmt.ProductionP

19、roductionPlanningPlanningQualityQualityAssuranceAssurancePlant Main-Plant Main-tenancetenanceHumanHumanResourcesResourcesIndustryIndustrySolutionsSolutionsOffice &Office &Communi-Communi-cationcationProjectProjectSystemSystemFixed AssetsFixed AssetsMgmt.Mgmt.ControllingControllingFinancialFinancialA

20、ccountingAccounting2/25/2022152sympos.ppt_0694/ 10PlantPlantMaintenanceMaintenanceProjectProjectManagementManagementCostCostAccountingAccountingQualityQualityAssuranceAssuranceSalesSales& &DistributionDistributionHumanResourcesPlanningFixedFixedAssetsAssetsFinancialFinancialAccountingAccountingMater

21、ialsMaterialsManagementManagementProductionProductionPlaningPlaning& Control& ControlIntegration is the Heart of the SAP system2/25/202216the middleware whichthe middleware whichenables R/3 applications toenables R/3 applications torunrun with high performancewith high performance on a varity of pla

22、tformson a varity of platforms according to individualaccording to individualcustomer requirementscustomer requirementsR/3 ApplicationsR/3 Basis SystemSystemPlatforms2/25/202217SAP ApplicationsSAP ApplicationsLogistics / Accounting / Human Ressources ManagementSystem SoftwareSystem SoftwareApplicati

23、on ModulesSystem InterfacesFlow ControlProgramming InterfacesData DictionaryDynpro ProcessorABAP/4 ProcessorUserInterfaceCommu-nicationsInterface2/25/202218Data Base ChangesData Base ChangesCentralDBCentral DBUser InteractionUser InteractionOutput Data toOutput Data to User UserInput Data Input Data

24、 From UserFrom User(Stores all Data(Stores all Dataand AppliationAnd ApplicationPrograms)Programs)Application LogicApplication LogicOutput Data toOutput Data to User User2/25/202219PresentationApplicationDatabaseRelationalRelationaldatabasedatabase system systemSAPSAPbackgroundbackgroundapplicationa

25、pplicationlogiclogicSAP updateSAP updateprogramprogramSAP dialogSAP dialogapplicationapplicationlogiclogicWindow ManagerWindow ManagerSAP presentationSAP presentationsoftwaresoftwareGraphical user interface dataMessagesRead access to the R/3 databaseObject-oriented change order (asynchronousprocessi

26、ng)Write access to the R/3 dataabse2/25/202220Configuration - Establishing tables and settings through menu-driven paths in order to set up the system to meet your business requirementsCustomization - Creating new reports and utilizing user exits to add functionality to the system.Modification - Cha

27、nging the base system by altering the ABAP programs to change the way SAP functionsSAP CREED: YOU SHALL NOT MODIFY SAP.2/25/202221ConsignmentClientCompany GroupCompany CodePlantStorageLocation WH2/25/202222DIV1DIV2ClientSales OrganizationDivisionDistribution ChannelSALESAREA2/25/202223ClientCompany

28、CodeBusiness AreaChart of Accounts2/25/202224ClientControlling AreaCost Center Nodes Cost Centers2/25/2022252/25/202226Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master2/25/202227Modular Building Blocks:FI-Fina

29、ncial AccountingCO-ControllingTR-TreasurySD-Sales and DistributionMM-Materials ManagementPP-Production PlanningEC-Enterprise ControllingIM-Inventory ManagementQM-Quality ManagementPM-Plant MaintenancePS-Project SystemWF-WorkflowIS-Industry SolutionsPA-Personel administrtaionPD-Personel Development2/

30、25/202228Logistics:Sales and DistributionMaterials ManagementProduction PlanningQuality ManagementPlant MaintenenceBasic Functionalities of SAP R/3SDSales&Distribution2/25/202229Sales & Distribution (SD module):Sales Order Processing (SD-SLS) Shipping (SD-SHP)Billing (SD-BIL) Sales Support (SD-CAS)

31、Sales Information System (SD-IS)Service Management (SM)Basic Functionalities of SAP R/3SDSales&Distribution2/25/202230Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master2/25/202231CompanyPlantStorage locationClie

32、ntBin location2/25/202232CompanyPlantStorage locationClientBin locationDistributionChannelSalesorganisation2/25/202233Flexible way of representing the companys organisational structure in R/3Makes it possible to distinguish valid relationships between unitsStructures data:common data where possibled

33、ifferent data where necessaryUsed for authorization2/25/202234 Common entitiesUsed in most functional areas e.g. CompanySpecific entitiesUsed in one functional areae.g.:- Sales organisation (SD)-MRP controller (PP, MM)-Cost control area (CO)2/25/202235CLIENTarea 1area 2area 3area 4Company code 1Area

34、 1Area 2Company code 22/25/202236DefinitionThis is the first level of organizational design in SAP. A large amount of procesing, data, and configuration is specific to the SAP company codes. The Company Codes typically represent the legal financial reporting units of a company.000100020003ClientComp

35、any Code2/25/202237DefinitionThis is the highest level of the initial SD organizational hierarchy. Normally it is used to represent a legal selling unit. Sales organizations are tied directly to company codes.1000200030000001400000020003ClientSalesOrganisationCompany Code2/25/202238DefinitionThis is

36、 the middle level of the initial SD organizational hierarchy. Normally it is used to represent a unit that determines how sales materials reach the customer. Sales specific material master data such as prices, minimum order quantity, minimum delivery quantity, and delivering plant can differ by dist

37、ributon channel.100010Wholesale 20Retail 30Direct SalesXYZ CompanyRetail OutletsDistributionChannelsSales Organisation2/25/202239DefinitionThis is the third and final level of the initial SD hierarchy. Normally this is used to represent a grouping of products, for which an organisational unit is pro

38、fit responsible.SalesOrganisationGasolineLubricantDivisions2/25/202240DefinitionThis is the combination of three levels in the SD organizational hierarchy mentioned before (sales org., distribution channel, and division). One sales area exists for each unique combination. For example, if an SD hiera

39、rchy includes three sales organizations, four distribution channels, and two divisions, twenty -four sales areas would be created (3x4x2=24). Each SD document processed in SAP (e.g. order, invoice) must have only one sales area tied to it.Company CodeSales OrganisationDistributionChannelDivisionSale

40、s Area 1sales officesales group0102100102201000200030000001400000020003Client2/25/202241Sales Office 1Sales Office 2Alex WholesaleAlex WholesaleRetail Shop1Retail Shop 2Watson & Co.David & Don2/25/202242ClientPlant APlant BCompany : ABCCompany : XYZPlant C2/25/202243Plant BPlant APlant APlant BSales

41、Organisation ASalesOrganizationBSales Organisation CCOMPANY ABCCOMPANY XYZ2/25/202244Plant APlant BShipping Point 1Shipping Point 3shippoint22/25/202245Client1000200030001020101001020102010201Sales organizationDistributionchannelDivision= Sales areacompany codeassignment2/25/202246ClientBostonNew Yo

42、rk001002004MillerWhiteCarterSmithSales officeSales groupSales-person003005DouglasBrownFisherassignmentsales area2/25/202247ClientMail depotForwardingdepotRail depotRamp 1Ramp 2Ramp 3Shipping pointsLoading pointsassignmentplant2/25/202248Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) Mo

43、duleOrganization StructureBusiness Partners & Customer MasterMaterial Master2/25/202249Sold-to party (C)Bill-to party (C)Personnel (P).Ship-to party (C)Carrier (V)Payer (C)partnerfunctions2/25/202250Ship-to partyPayerBill-to partySold-to partyPlace an orderReceive the goodsSettle the billReceive the

44、 invoice for the goods2/25/202251Create sold-to partyCustomerC1Sales organization :0001Distribution channel:01Division:01Account group:00010001 Sold-to party0002 Ship-to party0003 Payer0004 Bill-to partyField selectionNumber assignmentOutput proposalACCOUNT GROUP 0001One-time account: Yes/No:ACCOUNT

45、 GROUP2/25/202252Customer:100Sales organization:1017Distribution channel :01Division:22General datavalid for bothaccounting and salesdependent on:- sales organisation-distribution channel-divisionAddressControl dataContact personSales area dataSalesShippingBillingOutputPartner functions2/25/2022532/

46、25/202254274327444711CentralMillerMillerCustomer Customer Uniquenode numberCustomer4712SouthMillerMiller4713NorthMillerMiller4714NorthwestMillerMiller4715NortheastMillerMiller2/25/202255Customer master dataSales orderMaterial master data.Control tablesTextsConditions2/25/202256Now let us do an exerc

47、ise. Please use the Exercise Book as reference.Then please take a rest.2/25/202257Process View & SAP R/3 OverviewSAP Sales & Distribution (SD) ModuleOrganization StructureBusiness Partners & Customer MasterMaterial Master2/25/202258Master DataCustomer Master DataMaterial Master DataDefinitionThe mat

48、erial master record is a central data object in the SAP System. It is used to store data on raw materials, operating supply items, semi-finishedproducts, finished products, production resources/tools .2/25/202259Material master recordRequirementsplanning (MRP)SttPurchasingSales and distributionJob p

49、reparationStorageQualitymanagementStocks in plant-warehouseABWarehousemanagementClassificationForecastAccountingEngineering2/25/202260Materials are assigned to a material group through the material type.The material type defines certain features of the material and is used for the control of: materi

50、al number assignment screen selection screen sequence control sourcing (in- & external) mat. valuationChoose from:Raw materialFinished productTrading goodsNon-valuated materialNon-stock materialPackagingServicesOperating suppliesSemi-finished materialConfigurable material2/25/202261General dataSales

51、 dataPlant dataStorage data2/25/202262General dataMaterial numberDescriptionUnits of measureWeightVolumeDivisionData specificto plantMRP profileManufacturing costsTransportation groupLoading groupDate specificto storage locationStocksData specific to salesDelivering plantSales groupSales textProduct hierarchydependent uponsales organizationand distribution channelClientSal