Preface

15

Who This Book Is For

15

What Will Be Covered Throughout

15

Introduction

21

SAP ERP at a Glance

21

Applications and Functionalities in SAP ERP

21

Sales and Distribution in the Context of SAP ERP

22

Advances in Sales and Distribution

23

Implementation Methodology and Resources

27

ASAP Methodology

27

Global ASAP Methodology

28

SAP HANA ASAP Implementation

29

Agile ASAP Implementation

30

Implementation with SAP Solution Manager

30

Customizing Implementation Guide and Resources

32

Summary

33

1 Organizational Structure

35

1.1 Defining Organizational Units

35

Company Code and Company

36

1.2 Importing Organizational Units

40

1.3 Assigning Organizational Units

41

1.4 Checking for Consistency

43

1.5 Summary

45

2 Master Data

47

2.1 Customer Master Data

48

2.1.1 Reducing Sales Areas

48

2.1.2 Defining Customer Account Groups

51

2.1.3 Customer Mass Maintenance

53

2.2 Material Master – Sales Views

60

2.2.1 Sales-Relevant Material Master Fields

60

2.2.2 Customizing Material Master Fields

64

2.3 Batch Master Data

68

2.3.1 Defining Batch Configuration

68

2.3.2 Configuring System Messages

72

2.3.3 Configuring the Layout of Batch Master Records

72

2.3.4 Activating the Document Management System

74

2.3.5 Configuring Batch Numbers

74

2.3.6 Configuring Shelf-Life Expiration Date

74

2.3.7 Configuring Batch Classification

76

2.4 Other Important Master Data

79

2.4.1 Vendor Master Data

80

2.4.2 Employee Master Data

82

2.4.3 General Ledger Master Data

82

2.4.4 User Master Data

83

2.5 Summary

85

3 Sales

87

3.1 Processing Sales Documents

88

3.2 Item Categories and Schedule Line Categories

97

3.2.1 Item Categories

98

3.2.2 Schedule Line Categories

100

3.3 Create with Reference

102

3.4 Order Management with SAP Jam

106

3.5 Copy Control

109

3.6 Partner Determination

114

3.7 Availability Check and Transfer of Requirements

116

3.7.1 Availability Check

118

3.7.2 Transfer of Requirements

125

3.7.3 Global ATP

126

3.8 Outline Agreements

129

3.8.1 Customer Contracts

129

3.8.2 Scheduling Agreement

133

3.9 Special Business Transactions

133

3.9.1 Consignment Sale Processing

133

3.9.2 Returnable Packaging

135

3.9.3 Make-to-Order Production

135

3.9.4 Bill of Materials

135

3.9.5 Third-Party Order Processing

136

3.9.6 Individual Purchase Order

136

3.9.7 Configurable Material

136

3.10 Incompletion Control

137

3.10.1 Define Status Groups

138

3.10.2 Identify Incompletion Groups

139

3.10.3 Define Incompleteness Procedure

139

3.10.4 Assign Incompleteness Procedure

141

3.11 Free Goods and Items

141

3.12 Material Determination, Listing, and Exclusion

145

3.13 Batch Determination

147

3.14 Returns (Complaints) Processing

150

3.14.1 Free-of-Charge Delivery and Subsequent Delivery

151

3.14.2 Invoice Correction without Return

151

3.14.3 Returns

152

3.15 Intercompany Sales Processing

153

3.15.1 Intercompany Billing

153

3.15.2 Stock Transfer

155

3.15.3 Create Vendor Master Record for Receiving Plant

161

3.16 Outputs in Sales

161

3.17 Solving Common Sales Problems

166

3.18 Summary

168

4 Pricing

169

4.1 Condition Techniques

170

4.2 Setting Up Condition Records

172

4.2.1 Addressing Basic Configuration

180

4.2.2 Creating Pricing Procedure

185

4.2.3 Assigning Pricing Procedure

187

4.2.4 Creating Condition Records

187

4.3 Optimizing Price Determination

187

4.4 Rebate Agreement

191

4.5 Customized Pricing Report and Price List

197

4.6 Common External Tax Software Packages

201

4.6.1 Defining and Testing the Physical Destination for External Tax Calculation

202

4.6.2 Activating the SAP Tax Interface

204

4.6.3 Configuring External Tax Documents

204

4.6.4 Defining Tax Jurisdiction Codes

204

4.6.5 Defining the Tax Category for Different Countries

205

4.6.6 Defining Customer Tax Classifications

205

4.6.7 Defining Material Tax Indicators

205

4.6.8 Setting Tax Codes

206

4.6.9 Maintaining Tax Condition Records and Master Data Records

207

4.7 Solving Common Pricing Problems

208

4.8 Summary

209

5 Credit Risk Management

211

5.1 Credit Management

212

5.1.1 Prerequisites for Automatic Credit Control

212

5.1.2 Customer Credit Master Records

218

5.1.3 Automatic Credit Control

222

5.1.4 SAP FSCM Credit Management

225

5.2 Credit Management Operations

235

5.3 Blocking and Unblocking Customers

239

5.4 Solving Common Credit Risk Problems

240

5.5 Summary

243

6 Logistics Management

245

6.1 Delivery Types and Delivery Item Categories

246

6.1.1 Delivery Types

246

6.1.2 Delivery Item Category

251

6.1.3 Automatic Determination of Delivery Item Category

254

6.2 Delivery Processing Including Delivery Due Lists

255

6.2.1 Profile for Delivery Creation

258

6.2.2 List Profile

260

6.2.3 Function Codes Excluded during List Processing

264

6.2.4 Assign Profile to Scenarios

265

6.2.5 Maintain Requirement Routines

266

6.2.6 Modify Layout

266

6.3 Delivery Processing Integration with Warehouse Management

266

6.4 Picking, Handling Unit Management, Packing, and Goods Issue

267

6.4.1 Picking

268

6.4.2 Handling Unit Management

269

6.4.3 Packing

270

6.4.4 Goods Issue

271

6.5 Routes and Route Determination

272

6.5.1 Define Route

272

6.5.2 Route Determination

275

6.5.3 Route Schedule Determination

277

6.6 Outputs in Shipping

277

6.7 Batch Determination in Deliveries

280

6.8 Serialized Materials Processing

281

6.9 Solving Common Delivery Problems

283

6.10 Summary

287

7 Billing

289

7.1 Bill Processing

290

7.1.1 Creating Individual Invoices

290

7.1.2 Collective Billing Document

293

7.1.3 Invoice Split

294

7.1.4 Billing Due List

295

7.1.5 Invoice List

296

7.1.6 Cancellation Invoice

296

7.1.7 General Billing Interface

297

7.2 Billing Types

299

7.2.1 Customizing Billing Types

299

7.2.2 Number Ranges for Billing Types

304

7.2.3 Check Customized Billing Types

307

7.3 Billing Plan

308

7.3.1 Define Billing Plan Types

309

7.3.2 Define Date Descriptions

311

7.3.3 Define and Assign Date Categories

311

7.3.4 Maintain Date Proposals for Milestone Billing

313

7.3.5 Assign Billing Plan Types to Sales Document Types

313

7.3.6 Assign Billing Plan Types to Item Categories

314

7.3.7 Define Rules for Determining Dates

315

7.4 Revenue Account Determination

316

7.4.1 Field Catalog for the Account Determination Table

317

7.4.2 Account Determination Table

319

7.4.3 Access Sequence

320

7.4.4 Account Determination Type

321

7.4.5 Account Determination Procedure

321

7.4.6 Account Key

323

7.4.7 Assign General Ledger to Account Determination Types

324

7.5 Accounts Interface

325

7.5.1 Revenue Recognition

325

7.5.2 Reconciliation Account Determination

327

7.5.3 Cash Account Determination

328

7.5.4 Data Forwarded to Accounting Document

328

7.6 Solving Common Billing Problems

329

7.7 Summary

343

8 Cross-Functional Customization

345

8.1 Text Processing

345

8.1.1 Text IDs

348

8.1.2 Text Determination Procedure

349

8.1.3 Assigning Text IDs to a Text Determination Procedure

350

8.1.4 Define Access Sequence

351

8.1.5 Assignment of Text Determination Procedure

352

8.1.6 Text Determination Analysis

354

8.2 Message Control

355

8.2.1 IDoc Interface and EDI

356

8.2.2 Application Link Enabling

362

8.3 ABAP Tools

362

8.3.1 SD User Exits

362

8.3.2 Debugging

364

8.3.3 Legacy System Migration Workbench

366

8.4 Numbering Objects

378

8.4.1 Maintain Number Ranges

380

8.4.2 Create Number Range Objects

382

8.5 Summary

385

9 Reporting and Analysis

387

9.1 Useful Standard Reports

387

9.1.1 Classification of Standard Reports

388

9.1.2 Features Available in Standard Reports

397

9.2 Developing Reports Using Queries

398

9.2.1 Create Query

399

9.2.2 Data Source

400

9.2.3 Insert Tables

401

9.2.4 Join Tables

401

9.2.5 Selection and List Fields

403

9.2.6 List Screen Layout

404

9.2.7 Create a Z-Transaction for the Query

408

9.3 Sales Information System

410

9.3.1 Standard Analyses

411

9.3.2 Flexible Analyses

415

9.3.3 General Checks for Info Structures

421

9.3.4 Checks for SIS Info Structures

423

9.4 Business Intelligence and Reporting

426

9.5 Operative Reporting Tools

430

9.5.1 SAP BEx Analyzer

430

9.5.2 SAP BEx Query Designer

430

9.5.3 SAP HANA Reporting Tools

433

9.5.4 SAP BW Modeling

441

9.5.5 List-Optimized Daily Reports

442

9.6 Summary

446

10 Sales and Distribution and SAP CRM

447

10.1 Sales

450

10.1.1 SAP ERP Order and Quotation Created in SAP CRM WebClient

450

10.1.2 Adding Sales Functionality to SAP CRM WebClient

452

10.2 Marketing

454

10.3 Service

457

10.4 Interaction Center

459

10.5 Summary

462

Appendices

469

A Customization of Local Layout

471

A.1 Options Settings

472

A.2 Other Customization Options

478

B List of SAP Area Menus

483

C The Authors

517