SAP ACADEMY SD - RESUME 01/2006

Nr. de sessões no SAP varia de 2 a 6

Para achar transação no R/3 – search_sap_menu

Organizational unit ( Company Code ) represent the structure of an enterprise organization,

legal entity , where you create balance sheets required by law and profit and loss statement. (1)
1.9

Several company codes can use the same chart of accounts. (2) 2.6

Sales Organization is an organizational unit in Logistics responsible for :

- Distributing goods and services
- Negotiating sales conditions
- Product liability and right of recourse
-
Sales Organization is uniquely assigned to a company code.More than one sales organization
can be assigned to a company code, you need at least one sales organization. (1) 1.10
Each sales organization is responsable for sales in its country ans sets its own distribution and
pricing policies (1) .16
A sales Organization is assigned to one or more plants (2) 2.8

Distribution Channel is a means through which salable materials or services reach the customer,
represent your strategies to distribute goods and/or services to your customer
Several distribution channel can be assigned to a sales organization. .(1) 1.11
Customers can be served through one or more distribution channel (2 ) 2.9

Division is used to group materials and services.

A sales Organization can have several divisions assigned to it (1) 1.12

Sales Area is a combination of the sales organization, distribution channel and division.
A sales area can belong to only on Company Code. (1) 1.13

Plant represents the location from which materials and services are distributed and corresponds to
a distribution center.The relevant stoks are kept here.
Plant must be uniquely assigned to a company code.
Is assential for determining the shipping point
Can be severals Storage location. (1) 1.14

For determining Plant :

1- Customer material info record

2- Customer master for the ship-to party
3- Material master record (1) 4.7 and (1) 5.7 (2)3.11
The plants from which the sales department delivers the material ordered(delivering plants) must
be assigned to a sales organization and a distribution channel in customizing (2)2.14

Shipping Point is the highest-level organizational unit of shipping that controls shipping
activities.Each outbound delivery is processed by one shipping point.
More than one shipping point can be assigned to a plant. You can also assign several plants to a
shipping point .This can also be appropriate for plants in physical proximity.(1) 1-15 – VL10A

For determining shipping point

1- Shipping condition from the sold-to-party
2- Loading group from the material ( sales : General/Plant Data)
 3- Delivering Plant (1) 4.10

An outbound delivery is always issued from one shipping point only. The shipping point cannot be
changed in the outbound delivey (3) 6.6

Pre sales activities may include:

- Creating and tracking customer contacts
- Mailing campaigns
- Answering customer questions received by e-mail , fax etc
- Inquiries
- Quotations (1) 2.5

Standard orders normally contain:

- Customer and material information
- Pricing conditions for each item
- Delivery dates and quantities
- Shipping information
- Billing information (1) 2.6
Shipping processing supports :
- Creating outboubd deliveries
- Picking ( by creating transport orders)
- Packing
- Posting the goods issue.

Billing Supports:
- Creating invoices for products and services
- Creating credit and debit memos
- Cancelling previously posted billing documents
- Automatically transferring billing document data to accounting.(1) 2.9

Sales Document is created in a sales area and contains , Header , Item and Schedule line.(1)
2.13
The instruments for control are the sales document type,item category and schedule line
category.(2)4.5

Functions in the Sales Document Type

• Number assignment
• Checks – division
• Default values – date, billing type, blocks, delivery type
• Mandatory reference
• Assigning basic functions – partner determination, pricing, incompleteness, free goods,
output, determining materials(2)4.8

You can create an outbound delivery in a shipping point for orders that are due for delivery and
can create one or several outbound deliveries from the order.
You can also combine items from several orders into the outbound delivery, must all have same
characteristics:
- Shipping point
- Due data
- Ship to address (1) 2.14
Delivery document is grouped into two levels Header and Item
The delivery document does not contain schedule line (1) 2.15

Picking
You create a transfer order for an outbound delivery.
A transfer order is created for a warehouse number(1).2.16
The transfer order is a document with which the goods movements within a warehouse complex
can be initiated and monitored. You create one or several transfer orders on the basis of the items
to be picked using WM. (3) 6.51

Post goods Issue

When you post goods issue, the system automatically
- Updates the quantitities in inventory management and delivery requirements in material
planning
- Updates the values change in the balance sheet accounts
- General additional documents for accounting
- Generales the billing due list
- Updates the status in all relevant sales documents.(1) 2.17

Effects of Goods Issue Posting:

- Reduces warehouse stock
- Reduces delivery requirements
- Enters status information in the outbound delivery
- Is stored in the document flow
- Creates a work list for billing (3) 10.6

Posting goods issue for an outbound delivery completes shipping activities (3) 10.5
Billing Documents
The R/3 can combine deliveries into a billing document, provided these deliveries share some
essential billing characteristics
- Payer
- Billing Date
- Destination country (1) 2.18
And include two levels : Header and Item

When the billing document is posted, the following also occurs

- The status in all related sales, delivery an billing documents is update
- The sales statistics in the sales information system are update
- The customer credit account is update (1) 2.20

Several sources of data can be copied into a sales order or into another sales distribution
document :
- Customer master data
- Material master data
- Customer material info
- Out put master data
- Condition master data (1) 3.5

Customer master data groups data into categories: general data, sales area data, and company
code data
General Data : Address, Control data, Payment transactions, Marketing, Unloading points, Export
Data, Contact persons
Sales area: Orders, Shipping, Billing document, Partner functions
Company code: Account management, Payment transactions, insurance, Correspondence (1) 3-
10

When you change a master data after used it to create documents ( orders, delivery, billing
documents) the changes no affects the documents already created. The address in the customer
master is an exception.(1) 3.11

Material Master Data is grouped into several views:

- Basic Data : material number, description, division….
- Sales: Sales Org 1 : delivering plant, material group, tax classification
- Sales: Sales Org 2 : material pricing group, volume rebate group, product hierarchy…
- Sales: General Plant : availability check, transportation group, loading group
 - Foreign Trade : export , import group, region of origin
- Sales Text : item text for sales. (1) 3.13

Material Information record (1) 3.16

Condition Master Data

Includes : Prices, Surchages and discounts , freights and taxes. (1) 3-20

Condition types define multiples uses of a condition:

Percentage, amount, validity period, with scale( there is no limit to the number of scale levels. (1)
3.21

Sales Document Type :

- Standard order
- Cash sales
- Contract
- Rush order
- Free of charge delivery
- Returns
- Consignment fill up
- Credit/debit request (1) 4.5

Sales document Functions:

Delivery scheduling, transfer of requirements, pricing, sales information system, credit check,
output, text, availability check (1) 4-6
You do not need pricing for free-of-charge deliveries.

Route
Is the transport channel of an outbound delivery from the delivering plant to he ship-to party. And is
determined for each document item in the sales document. (1) 4.9

Determining route automatically:

1- The departure Zone for shipping point
2- Shipping conditions – sold-to party
3- Transportation group in material ( General/Plant)
4- The transportation zone in the ship-to party general data (1) 4.11
You can redetermine the route in the outbound delivery based on the weight (weight group) (3) 6.7

Delivery Scheduling :
The following data plays a role is delivery scheduling:
- Order date
- Material Availability
- Transport. Planning
- Loading
- Goods issue
- Delivery date the different is made between : Required delivery date and confirmer
delivery date. (1) 4.12

Determining Delivery Date

- Transit Time : Time required to transport the goods to the customer.
- Transportation lead time : Time needed to prepare the transportation of the goods. (1) 4.13

Backward Scheduling

The goal of shipment and transportation scheduling is to confirm a deliver date for a material
requested by a customer.
 - Incoming Orders : Order Date
- Material Availability : Material Availability Date
- Transport Planning : Transportation Planning Date
- Loading : Loading Date
- Goods issue : Goods issue Date
- Delivery Date : Required Delivery Date. (1) 4.14

Forward Scheduling

If the result backward scheduling means that the delivery date required by the customer cannot be
confirmed, the system executes forward scheduling.

- Incoming Orders : Order Date

- Material Availability : Material Availability Date
- Transport Planning : Transportation Planning Date
- Loading : Loading Date
- Goods issue : Goods issue Date
- Delivery Date : Required Delivery Date.

Two schedule line are generated fr the sales item:

- customer’s required delivery date and has no confirmed quantity

- The date of the second schedule line shows the confirmer delivery and the confirmed
amount. . (1) 4.15

Make-to-Order

In sales order processing, you can determine for procurement that a product should be
manufactured according to individual customer requirements.(1) 6.3

Inquiries

Are customer requests to the company for a quotation or nonbinding sales information
Quotation
Are offers from a sales area t a customer delivering materials or providing services under specific
conditions. (1) 6.6 ( va11 )
You can also create quotations without having an inquiry from a customer.(1) 6.7

Item Category :

- Pricing billing relevance

- Incompletion log
- Partners, texts
- Delivery relevance, schedule lines permited (1) 6.8

The item category in the sales document is found using the sales document type and the item
category group from the material master.

Return/Credit/Debit memo

You create the returns or a credit or debit memo request with reference to a sales orders or a
billing document (1) 7.5
A billing block is automatically assigned to the credit memo request or debit memo request (1) 7.6

Business Area

You can use the company code and business area to represent a group from a financial
accounting viewpoint. (2) 2.6
Business area are not limited by company codes
Defining a business area is optional 4 (4.7)
Business Partners

The essential business partner for a sales transaction are the sold-to party,ship-to part,payer and
bill-to party(partner functions) (2)3.8

When you enter a sales document, you can also enter the ship-to party instead of the sold-to
party.The system then determines the sold-to party from the ship-to party.(2)3.8

Examples of business partners :

Customer
Vendor
Employee
Contact Person (2) 10.5

Account group in Customer Master

Field selection
Number assignment
One-time-account
Proposed message (2) 10.13

When you define the account group , you determine:

For each data field whether it is displayed or not and whether maintenance is mandatory, optional,
or not possible
The number ranger
A number of the control elements , such as for partners and texts of the customer master. (2) 10.13

Functions Item Category

Separate Business data

Completion rule
Schedule lines permitted
Delivery relevance
Billing relevance
Pricing
Bom’s
Assigning basic functions
Partner determination
- Text determination
- Incompleteness (2) 5.6

Assignment: item category to sales Document Type

- Sales Document type
- Item category group (NORM)
- Item Usage (text )
- Item category of upper-level item
- Item category (2) 5.9
BOMs - Bill of Material

Material Master:
Item category group – ERLA
Main item – TAQ – Pricing
Sub Item - TAE - Not priced

Item category group – LUMF

Main item – TAP – not priced
Sub Item - TAN - Pricing (2) 5.11
Schedule line Category

First character indicates the sales process

A- Inquiry
B- Quotation
C- Order
D- Returns

The second character indicates what happens to the schedule line within logistics
T – No inventory management
N – No material planning
V – Consumption based planning
X – No inventory management with goods issue
P – Material requirements planning (2) 6.5

Contain:
Goods movement
Delivery relevance
Purchasing
Availability check
Requirements transfer
Assigning basic functions (2) 6.6

Assignment : schedule line Category to Item Category

- Item Category
- MRP Type
- Schedule line Category

First it tries to determine the schedule line category using the key combination of the category and
MRP type.
If schedule line category is found, the system searches for the key combination of item category no
MRP type (2) 6.8

Incompletion

In Customizing for sales document types, the incomplete messages field allows you to control
whether incomplete sales documents can be saver or not.
If the terms of payment are missing, the order can be delivered but cannot be billed.At the same
time, you will not be able to create a new order with reference to an incomplete order. (2) 9.7
0VA2 - VVA2

Outline Agreements

There are two types of contracts - value and quantity and can cover both goods and services (2)
11.5
A contract is an outline agreement you and your customer is valid for a certain time period (2) 11.7

Material Determination

Provides you with a tool for automatically exchanging materials in the sales document and is
used the condition technique(2) 1.5

You can assign a material determination procedure to each sales document type
Free goods Exclusive and Inclusive
You can process different master data with the same key for inclusive and exclusive bonus
quantities are the same time.

When you enter an exclusive bonus quantity , an extra line appears where you can enter the good
if it is not the same as the ordered material ( 2) 13.8

Three calculation rules are provided in the standard system

- prorate
- unit-related -
- whole units - múltiplos (VOFM ) (2) 13.9

Delivery document:
The header contains data that applies to the whole document.This means that the ship-to party,
shipping point, route, and so on , are unique for each outbound deliver (3) 3.9

The sold-to party requires complete delivery of the order.You cannot, therefore, split the order
into several outbound deliveries.However, a complete delivery agreement does not rule out order
combination, if his is allowed. (3) 3.10

The sold-to party agrees to partial delivery.Here, you can chose from a variety processing
options.

The sold-to party agrees to several orders being combined to form one outbound delivery (3) .10

Basically, each outbound delivery start at a shipping point, continues along a route, and has the
ship-to party as the destination. (3) 3.14

Warehouse

Warehouse number : the entire warehouse structure is managed under one warehouse number.

Storage Type: The different warehouse areas, which differ with respect to their organizational and
technical features, are defined as storage type.

Picking Area : Below the storage type level, the picking area groups together storage bins from a
picking point of view.

Staging area: The staging area is a part of the warehouse where goods are stored immediately
after unloading or shortly before loading. (3) 4.6

The connection of the organizational units in the warehouse to MM inventory Management results
from the assignment of the warehouse number to a combination of plant and storage location

Several storage locations within a plan can refer to the same warehouse number. As a result , they
form the warehouse complex from the point of view of inventory Management (3) 4.7

Outbound delivery

A shipping point can process the outbound deliveries of several plants. This is only useful if the
plant are located in the same general vicinity (3) 4.8

Several shipping points can be assigned to one plant with different loading equipment, different
processing times, and so on (3) 4.8
You can create an outbound delivery manually with or without reference to a particular order. (3)
6.24

You can model the different business processes for deliveries by using delivery scenarios. When
you process te delivery due list , you just need to chose a scenario(3) 6.25

You can also ass items to the outbound delivery without referring to an order. For these items, the
system determines the item types according to the rules. (3) 6.30

Outbound delivery monitor : display all deliveries that are still to be processed or that have just
been processed. (3) 6.32

Delivery Type

Delivery type controls de entire delivery:

Number assignment
Partner
Output
Route redetermination
Relevant for transport
Deliver split by warehouse number
Texts
Reference to order

Delivery item category

Control how delivery items are handled and processed during the shipping process:

Relevant for Picking

Packing control (optional )
Check for overdelivery
Picking location determination
Texts
Availability check
Check minimum deliver quantity
Automatic batch determination (3) 5.6

When you copy an order to a delivery, the system copies the item category of the order item to the
delivery item (3) 5.7

Determining Item Category in Deleveries

The system determines the item category in the delivery using an assignment in the system
settings.
- Delivery Type
- Item category group (from de material master)
- Usage is also within the system for specific
- High level item category (3) 5.9
 Order type Delivery type proposal
Requested delivery date proposal
Immediate delivery

Order Order Item Delivery relevance

Category Schedule lines allowed

Schedule item Delivery relevance

Category Movement type goods issue (3) 5.10

Backward Scheduling

Order date Material availability Transportation planning Goods issue Desired

date date date date delivery date

Forward Scheduling

Order date Material availability Transportation planning Goods issue Desired

date date date date delivery date

First , the system performs backward scheduling in the order. If this results in a date in the past,
the system automatically performs forward scheduling, which confirms a new delivery date.(3) 6.9

The route is used to determine the transportation lead time. Precise scheduling uses the working
times of the shipping point; daily scheduling uses the factory calendar of the shipping point.

The route is also used to determine the transit time. Both types of scheduling use the factory
calendar of the route to determine when the route is used. (3) 6.10

You can use route schedules in sales orders, stock transfer, and outbound deliveries.The system
determines them automatically (3) 6.11

Determining the Picking Location

Mala : The picking location is determined based on the shipping point, the delivering plan, and the
storage condition for the material as defined in the material master (3) 6.28
Reta and Mare : These rules are mainly used in trade master.

The picking location search is activated for each delivery item category.

Lean WM

For Lean WM, you need at least one warehouse number and at least one storage type.
Picking Areas can be defined for each warehouse number and storage type.

You Assign a warehouse number to combination of plant and storage type. (3) 6.54

Automatic/Direct Transfer Order:

The processing of output type WMTA a trigger the creation the transfer order. (3) 6.56

Packing Materials

Are materials used for packing or transporting goods.

You must create material master records for the different packaging materials.You can use
material type VERP .

If you use returnable packaging materials, you must create them in the material master record with
item category group LEIH.

Selected items from an outbound delivery can be packed in an individual packaging type called a
handling unit.

The material grouping for packaging materials is used to group together materials that have similar
packing requirements (3) 8.9

Pricing

Groups of Conditions :

- Pricing
- Discounts ;surcharges
- Freight
- Taxes (3) 15.5

All condition types in pricing are contained in the pricing procedure

After creating the access sequence , it is assigned to a condition type (3) 17.11

Tax Determination

Departure Country (country of the delivering plant )

Destination country ( country of the chip-to party)
Customer tax Classification ( billing ) ( Customer Master)
Material tax Classification ( material master ) (3) 22.5
Rebates ( Descontos em créditos ) Bonus

Rebates are different from other discounts in that they are based on the sales volume generated
by the customer within a specified period and are paid retrospectively (3) 24.5

In order for rebates to function , rebates processing must be activated for :

- The sales organization

- The payer master
- The billing document type ( 3) 24.6

Each rebate condition type has an assigned access sequence

Billing
The billing document represents the final function in the SD process chain.(4) 3.5

Billing Types:

- Invoice
- Cash Sales
- Credit/Debit memo
- Return
- Intercompany billing
- Cancellation
- Invoice list
- External transactions
- Pro forma invoice

Billing type Controls :

- Number assignment
- Partners
- Texts
- Output
- Rebates
- Posting block
- Special features on the FI interface
- Account determination
- Invoice list type
- Cancellation billing type

In the customizing for the item category , you can determine whether billing is to carried out with
reference to a delivery or an order. 4 (5.7)

You can use an invoice to refer to an order and a delivery simultaneously 4 (5.8)

You can process the billing due list in simulation mode 4 ( 8.6 )

Using the general billing interface , you can invoice external documents in the SAP R/3 System(
that is, orders and deliveries not created in the R3). 4 8.10

Types of Settlements ( liquidações )

Invoice list contain various billing documents (invoices, credit and debit memos) and can be sent
to a payer on specified days or at certaim intervals 4 (9.9)
Billing plan

Types:
Milestone billing ( eventos )
Plant engineering and construction
Partial amounts
Final settlement 4 (10.5 )

Copy Control

In the copying control table you specify:

- Which sales and distribution document types can be copied to which delivery types
- Which item categories are copied from reference documents 3 (5.8)

Condições para que a cópia ocorra

 - Copying Requirements
- Control of pricing determination
- Quality/value Update
- Influence on document status
- Copy schedule lines
- Update document flow
- Data transfer routines
- Allowed source and target documents 4 (16.8)

Texts

Texts are stored in various objects in documents in the R/3 System, such as in the customer
master record, the material master record, the customer-material info record and all documents 4
(17.5 )

Output

Types in SD :

- Delivery note LD00

- Invoice RD00
- Invoice cash sales RD03
- Sales Activity KQ00
- Mail Credit processing RML
- Schedule Agt LP00
- Quotation confirmation AN00
- Order confirmation BA00

Output is a means of communication for exchanging information between partners and systems. 4(
18.5)

You can transmit output for different sales documents, such as quotation, orders, deliveries or
invoices, and condition technique is used.

Transmission Media
- Printer
- Telex telefax
- External transmission ( email)
- SAP office
- Edi 4 (18.6)
Solution Manager

Providing tools, content, procedures and services to implement and operate your SAP
solution.

Objectives

- How to ensure successful implementation

- How to secure technical installation and operation of the related SAP solutions ( garantir
instalação técnica das ferramentas )
- How can we facilitate communication between customers It department and their business units.
- How can SAP ensure the continuous improvement ( melhorias ) of our customers business
solution
- How can SAP ensure the best in class support for our customers in case of problems.4 (23.6)

Delivery of SAP Solution Management

 1- Global strategy and service level management ( gestão )
2- Business process management ( BPM )
3- Management of mysap technology ( instalaçao )
4- Software change management ( mudança vers
5- Support desk management.

Phases implementation Project ( metodologia )

- Project Preparation
- Business Blueprint (desenho )
- Realization ( Configurar Testar )
- Final preparation
- Go live & Support

Cross Functions

Project administration
Reporting
Roadmaps

Implementation methodology provided trough Roadmaps

- Implementation Roadmap
- Solution Management Roadmap
- Global Template Roadmap

Roadmap allow you to

- Navigate in the structure
- Filter the Structure items by role or Subject area
- Display and assign documents
- Print individual documents of structure with assigned documents
- Search for specific items in the structure and accelerators
- Track status and create notes per structure item

The SAP Solution Manager as the technical and operations infrastructure has different
components:

- Operations
- Solution Montoring
- Support 4 ( 23.28 )

Service Infrastructure

- Self Services
- Remote Services
- Onsite Services
- Search for information or Services