Beginner in SAP Sales and Distribution module

Former Member · ‎10-31-2007

Hi

I Am new to SD module, i want to learn SD module by my own. So i request you to provide me a step by step guide, where i can learn SD of my own.

Awaiting for your reply.

Thanks & regards

Former Member · ‎10-31-2007

Thank you very much for your help

Regards

Hassan

Former Member · ‎10-31-2007

Dear Hassan,

Please find the links below which help you in getting the required help for starting.

http://www.easymarketplace.de/online-pdfs.php

http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDFTPRO/SDFTPRO.pdf

Please reward if helpful

Thanks

Murtuza

Former Member · ‎10-31-2007

hi

also check this

Former Member · ‎10-31-2007

hi

purchase a copy of "implementing sap r/3 sales and distribution by glynn.c.williams"

and also check the following links

<a href="http://rapidshare.de/files/37874748/Implementing_SAP_SD_Ebook.pdf">sap sd notes</a>

Before creating a order it is must that u configure the system properly and the concerned data for Customer master, material master, prices, taxes. etc.. are there in the system.. below are the info and some of the tcodes which will be helpful to u in learning the process and understanding the flow of sd

Customer MAster Data: http://help.sap.com/erp2005_ehp_02/helpdata/en/ee/7add383de8467cb3cea8c20fa661fb/frameset.htm

Customer MAster (Control Data)

http://help.sap.com/erp2005_ehp_02/helpdata/en/58/16e23d4601475de10000000a114084/frameset.htm

Customer MAster Data (India)

http://help.sap.com/erp2005_ehp_02/helpdata/en/57/0a963cf1023221e10000000a114084/frameset.htm

Org Data in Customer Hierarchy

http://help.sap.com/erp2005_ehp_02/helpdata/en/dd/55f541545a11d1a7020000e829fd11/frameset.htm

Excise Duty data in Master Data

http://help.sap.com/erp2005_ehp_02/helpdata/en/70/23d973419311d2ac100000e829fbfe/frameset.htm

Information Transferring for Business Partner(Customer)

http://help.sap.com/erp2005_ehp_02/helpdata/en/c1/16ca84d9e111d184580000e8a6bfbe/frameset.htm

Common Sales and Distribution Master Data

http://help.sap.com/erp2005_ehp_02/helpdata/en/53/c98659ca3711d2b494006094b9114a/frameset.htm

Online Maintenance of Customer Master data

http://www50.sap.com/businessmaps/50CA65A6093911D486F70000E81D646F.htm

Create Customer Master Records..(Screen Shots)

http://web.mit.edu/cao/www/AR/ar1/ar_FD01.htm

Creating Material Master Data

http://help.sap.com/saphelp_nw04/helpdata/en/78/217e0f51ce11d189570000e829fbbd/content.htm

Example for Masterial Master data

http://help.sap.com/saphelp_nw04/helpdata/en/0b/2a61ca507d11d18ee90000e8366fc2/content.htm

Maintaining Material Master data

http://www.sap-img.com/qm011.htm

Material Master

http://help.sap.com/printdocu/core/Print46c/en/data/pdf/LOMDMM/LOMDMM.pdf

Creating new Master Data for SAP

http://help.sap.com/saphelp_scm40/helpdata/en/ab/426a3badc1b315e10000000a114084/content.htm

MM tables: http://www.sap123.com/showthread.php?t=1

Creating Material Master records

http://help.sap.com/erp2005_ehp_02/helpdata/en/ff/515bd249d811d182b80000e829fbfe/frameset.htm

Entering BOM Items

http://help.sap.com/erp2005_ehp_02/helpdata/en/ea/e9b2724c7211d189520000e829fbbd/frameset.htm

===========================

PO : http://help.sap.com/saphelp_srm30/helpdata/en/38/4cc5376848616ae10000009b38f889/content.htm

http://www.uky.edu/Purchasing/PurchasingSAPQand%20A.pdf

http://www.sap-img.com/mm013.htm

http://www.erpgenie.com/sapfunc/purchasing.htm

SO: http://help.sap.com/saphelp_crm40/helpdata/en/1d/3117ee84ab1544b0422c84178e52d6/content.htm

http://download.sap.com/solutions/business-suite/erp/brochures/download.epd?context=A2C98F4DFC5226F8...

SAP SD Flow:

Inquiry -> Quotation ->Sales Order ->Delivery ->Invoice -> Return -> Credit memo

Transaction Codes

VA01 Create Sales/Returns Order

VA02 Change Order

VA03 Display Sales Order

VA11 Create Inquiry

VA12 Change Inquiry

VA13 Display Inquiry

VA21 Create Quotation

VA22 Change Quotation

VA23 Display Quotation

VA41 Create Contract

VA41 Change Contract

VA43 Display Contract

VF01 Create Billing Document

VF02 Change Billing Document

VF03 Display Billing Document

VF11 Cancel Billing Document

VF21 Create Invoice List

VF22 Change Invoice List

VF22 Display Invoice List

VK11 Maintain Pricing

VK15 Create Condition Records(Transaction used to enter multiple sales conditions)

VL01N Create Delivery

VL02N Change Delivery

VL03N Display Delivery

Inquiry

quotation

contrancts and Scheduling agreements

(Value contract or quantity contract)

Sales order

Delivery - Pick - pack - shipment

Post goods issue

Billing - release to accounting

[Check the document flow in table VBFA ]

===============================

Inquiry - A customer’s request to a company that they provide a quotation or sales information without obligation. An inquiry can relate to materials or services, conditions and if necessary delivery dates. The sales area that accepts the inquiry becomes responsible for further processing.

Quotation - A quotation presents the customer with a legally binding offer for delivering a product or providing a service within certain fixed conditions. This offer is legally binding for the company within a specified time period. A sales area can reply to a customer inquiry with a customer quotation or use it to refer to a business partner contact.

Sales Order - Request from a customer to a company to deliver a defined quantity of products or provide a service at a certain time.

The sales area that accepts the inquiry is responsible for completing the agreement.

Create Delivery:a. Picking - The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods will be prepared for shipping.

b. Packing - Packing is part of delivery- and shipment processing. When you process a delivery, you can select delivery items for packing and assign them to handling units (HUs).

c. Goods Issue - As soon as the goods leave the company, the shipping business activity is finished. This is illustrated using goods issue for outbound deliveries.

Billing - Billing represents the final processing stage for a business transaction in Sales and Distribution. Information on billing is available at every stage of order processing and delivery processing.

Sales Order Management Transactions

SALES ORDER PROCESSING

Creating Sales Order - VA01

Maintaining a Sales Order - VA02

Displaying a Sales Order - VA03

Releasing an Order or Delivery from Credit Hold: Non-Flooring - VKM1

Display List of RMAs by Customer - VA05

Confirm RMA Goods Receipt - VL02

Generate list of open return orders for deletion - VA05

Display Customer returns eligibility - MCSI

Removing a Billing Block (Approving Credit/Debit Requests) - V.23

PRICING MASTER DATA

Create Pricing - VK11

Creating a Sales Deal - VB21

Maintaining a Sales Deal - VB22

Displaying a Sales Deal - VB23

Maintaining Prices - VK12

Displaying Prices - VK13

MATERIAL MASTER DATA

Creating Material Substitution Master Data - VB11

Maintaining/Deleting Material Substitution Master Data - VB12

Displaying Material Substitution Master Data - VB13

Creating a Bundled Master - MM01

Creating a Sales BOM - CS01

Maintaining a Sales BOM - CS02

Displaying a Sales BOM - CS03

CUSTOMER MASTER DATA

Creating Partner Records - XD01

Maintaining Customer Master Data - XD02

Displaying Customer Master Data - XD03

Deactivating a Partner - VD06

CUSTOMER CREDIT INFO

Creating/Maintaining New Customer Credit Information - FD32

Displaying Customer Credit Information - FD33

Blocking or Unblocking a Customer - VD05

SHIPPING

Creating a Delivery - VL01N

Displaying a Delivery - VL03N

Changing a Delivery - VL02N

Shipment Inquiry / Display - VT03

Adjusting Transfer Order - Confirmation Quantity - LT12

Collectively Confirm Transfer Order - LT25

Batch Shipment Confirmation - VL19

PGI Reversal Cancellation - VL09

Creating Service Provider/Carrier Master Data - XK01

Maintaining Serive Provider/Carrier Master Data - XK02

Displaying Service Provider/Carrier Master Data - XK03

Maintaining Product Master/Serial # Profile/Unit of Measure/Shipping Unit - MM02

IDoc Inquiry - WE02 / WE05

BILLING

Invoicing a Customer Shipment - VF01

Reprinting an Invoice - VF31

Releasing a Sales Order for Billing - V.23

Creating an Invoice by Using the Billing Due List - VF04

Checking Open Billing Documents - VF05

Create Credit/Debit Memo - FB01

A/R

Controlling Total Debit/Credit bkgs - F.03

Generate FI Account balance - F.08

Generate Month-to-date Inv. register - F.02

Process payments - FBZ1

Rqst Individual Customer Corresp. - FB12

Generate Customer Correspondence - F.61

Enter Batch totals under Control ttl - FB07

Display G/L Acct. totals - FBL3N

Reverse Posted Amounts - FB08

Customer Refunds - FBL6

Customer Refund to other than Payer - FB05

Clearing Debit/Credit on Cust. acct. - FB1D

Customer Balance in Local Currency - F.23

G/L Account Balance Report - F.08

Create Invoice - legal entity adjust - FB01

Generate Cust. Acct. statements - F.27

Generate Dunning Letters - F150

Generate Billing Due List - VF04

Generate Blocked Billing Doc list - VFX3

Inq. via Credit Release Screen - VKM1

List orders by partner - VA05

Past Due invoices by customer - FD11

Check number info by G/L account - FBL3N

Display customer Line items - FBL5N

================================

SD important tables are

VBFA Document flow (alg.)

VTFA Flow shipping documents

Sales order :

VBAK Header data

VBAP Item data

VBPA Partners in sales order

VBKD Sales district data

VBEP Data related to line items, delivery lines

Billing document :

VBRK header data

VBRP Item data

Shipping :

VTTK Shipment header

VTTP Shipment item

VTTS Stage in transport

VTSP Stage in transport per shipment item

VTPA Shipment partners

VEKP Handling Unit - Header Table

VEPO Packing: Handling Unit Item (Contents)

Delivery :

LIKP Delivery header

LIPS Delivery item

Pricing :

KONH Conditions header

KONP Conditions items

KONV Procedure ( billing doc or sales order)

KOND

Contracts :

VEDA Contract data

SD Integration

Sales order –

Integration points - Module

• Availability check - MM

• Credit check - FI

• Costing - CO/MM

• Tax Determination - FI

• Transfer of Requirements - PP/MM

Delivery & goods Issue-

Integration points - Module

• Availability check - MM

• Credit check - FI

• Reduces stock - MM

• Reduces Inventory $ - FI/CO

• Requirements Eliminated - PP/MM

Billing –

Integration points - Module

• Debit A/R - FI/CO

• Credit Revenue - FI/CO

• Update G/L - FI/CO

(Tax, discounts, surcharges, etc)

• Milestone Billing - PS

Return Delivery & credit memo-

Integration points - Module

• Increases Inventory - MM

• Update G/L - FI

• Credit Memo - FI

• Adjustment to A/R - FI

• Reduces revenue - FI

==========================

SD Configuration:

Enterprise Structure:

1. Maintaining Sales Organization

Sales Organization is an organizational unit responsible for the sale of certain products or services.

IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check Sales organization

2. Assigning Sales Organization to Company Code

This assignment ensures all the sales made through this Sales Organization are accounted for in the assigned Company Code (Company Code is created by FI Consultant).

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign Sales Organziation to Company Code

3. Maintaining Distribution Channel

Distribution Channel is the way, in which Products or Services reach Customers.

IMG -> Enterprise Structure -> Definition -> Sales and Distribution -> Define, copy, delete, check distribution channel

4. Assigning Distribution Channel to Sales Organization

This assignment ensures, a Sales Organization can supply Materials to Customers through this Distribution Channel.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution > Assign distribution channel to sales organization

5. Maintaining Division

Division is a way of grouping materials, products, or services.

IMG -> Enterprise Structure -> Definition -> Logistics - General -> Define, copy, delete, check division

6. Assigning Division to Sales Organization

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign division to sales organization

7. Setting up Sales Area

All the sales are made from a particular sales Area. For creating a Sales Order Sales Area is compulsory.

IMG ->Enterprise Structure -> Assignment -> Sales and Distribution -> Set up sales area

8. Assigning Sales Organization- Distribution Channel- Plant

Plant is created ny MM Consultant.

IMG -> Enterprise Structure -> Assignment -> Sales and Distribution -> Assign sales organization - distribution channel - plant

9. Define Shipping Points

Shipping Point is the Organizational element, which is responsible for shipping the Materials to the Customers.

IMG -> Enterprise Structure -> Definition -> Logistics Execution -> Define, copy, delete, check shipping point

10 Assigning Shipping Point to Plant

This assignment ensures that goods from different Plant can be dispatched from different Shipping Points.

IMG -> Enterprise Structure -> Assignment -> Logistics Execution -> Assign shipping point to plant

Note: Ensure to do the undermentioned configuration also though it is not in Customizing node of Enterprise Structure.

11. Defining Common Distribution Channels for Master Data

Use

The purpose of this activity is to define distribution channels which have common master data..

Procedure

Access the activity using one of the following navigation options:

IMG Menu -> Sales and Distribution -> Master Data -> Define Common Distribution Channels

Transaction Code: VOR1

12. Defining Common Divisions for Master DataUse

The purpose of this activity is to define distribution channels which have common master data..

Procedure

Access the activity using one of the following navigation options:

IMG Menu -> Sales and Distribution -> Master Data -> Define Common Division

Transaction Code: VOR2

Pricing Procedure

In SD, Pricing Procedure is determined based on Sales Area (Sales Organization + Distribution Centre + Division) + Customer Pricing Procedure + Document Pricing Procedure. Sales Area is determined in Sales Order Header Level. Customer Pricing Procedure is determined from Customer Master. Document Pricing Procedure is determined from Sales Document Type / Billing Type (if configured). Once the pricing procedure is determined, Condition records are fetched. If appropriate condition records are found, the price is determined. If Mandatory pricing condition is missing, system will through an error message.

In SD, the steps to configure Pricing procedure are as under:

Step 1:

Condition table: If existing condition table meets the requirement, we need not create a new condition table. Considering the requirement for new condition table, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Table (select the required fields combination, which will store condition record).

Step 2:

Access Sequence: If existing access sequence meets the requirement, we need not create a new access sequence. Considering the requirement for new sequence, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Access Sequence (Access sequence is made up of Accesses (Tables) & the order of priority in which it is to be accessed. Here we assign the condition table to access sequence.

Step 3:

Condition Type: If existing condition type meets the requirement, we need not create a new condition type. Considering the requirement for new condition type, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Condition Type. It is always recommended to copy an existing similar condition type & make the neccessary changes. Here we assign Access sequence to Condition type.

Step 4:

a. Pricing Procedure: It is recommended to copy a similar pricing procedure & make the neccesary changes in new pricing procedure. Pricing Procedure is a set of condition type & arranged in the sequence in which it has to perform the calculation. Considering the requirement for new Pricing Procedure, the configuration will be done in spro as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure --> Maintain Pricing Procedure.

b. Pricing Procedure: After maintaining the pricing procedure the next step will be determination of pricing procedure. Configuration for determining pricing procedure in SPRO is as follows: IMG --> Sales & Distribution --> Basic Function --> Pricing Control --> Pricing Procedure --> Determine Pricing Procedure.

5. Condition record: Condition record is a master data, which is required to be maintained by Core team / person responsible from the client. During new implementation, the condition records can be uploaded using tools like SCAT, LSMW, etc.

Normal Sales Order Cycle:-

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item:

1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New.

2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line:

1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

Step 2:

IMG > Logistic Execution > Shipping > Deliveries >

1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New.

3. Define Number Ranges for Deliveries: Ensure to maintain number range.

Step 3:

IMG > Sales and Distribution > Billing >

1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Number Range For Billing Documents: Ensure to maintain number range.

3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

=====

also refer to the links below will get u gud info..

Sales flow

http://help.sap.com/saphelp_47x200/helpdata/en/06/57683801b5c412e10000009b38f842/frameset.htm

Master data…. Pricing..

http://help.sap.com/saphelp_47x200/helpdata/en/8c/df293581dc1f79e10000009b38f889/frameset.htm