Order Fulfillment I part 1 T-SCM60 part 1 of 2: Process in Sales and Distribution
Monica Radytia Chrismawati
•
Enterprise Structures in SD & Overview of Sales Process
•
Master Data in SD
•
– Available Sales From Stock –
•
– Shortage Sales From Stock –
•
Make-to-Order
•
Return and Credit Memo Processing
Overview
Sales Order Management
Presales
Inquiries
Quotation
Sales Order
Outbound Delivery
VA01 – VA01 –
Customer
Payment
Create Outbound Delivery Save Doc. Number generated. Stock di warehouse belum berkurang.
Create Transfer Order Save Doc. No. Generated. Stock di warehouse belum berkurang.
VL02N – VL02N –
VF01 – VF01 –
Billing (Invoice)
Create Sales Order Save Doc. Number generated.
VL01N – VL01N –
LT03 – LT03 –
Transfer Order (Picking)
Change Outbound Delivery Posting Good Issue. Stock di warehouse berkurang pada saat posting good issue. Update nilai di balance sheet untuk akun inventory.
Create Billing document Save Accounting document’s status Cleared
Sales Process in SAP
•
Company code Legal entity and independent accounting unit. Smallest organizational unit in external accounting.
•
Sales Area •
•
•
•
•
•
Sales Or O rganization Distribution Channel Division
Plant Storage Location Shipping Point
Organizational Units in SD
•
Highest organization unit in Sales.
•
Sales Org. is assigned to exactly a Company Code (CC).
•
Sales Org. is assigned to one or more plants.
•
The function of sales organization: Determine responsibilities for: •
pricing structure, strategic to distribute goods & services, terms of sales ( sales sales condition), product claim, guarantee.
Sales Organization
•
•
Relationship with Company Code: •
CC : S. Org = 1 : N
•
S. Org : CC = 1 : 1
The reasons why it is possible to have more than one Sales Org. : •
•
•
Different legal responsibilities to distribute different products lines separately.. Eg: medicine & veterinary separately vet erinary medicine. Separated sales activities of different enterprise areas (marketing & distribution purposes). Eg: domestic & export market. etc
Sales Organization
Sales Org. vs Sales Area
• •
•
• •
Sales Org. is a member of sales area. channel , and division Sales org. together with distribution with distribution channel and division create a sales area. Sales area represents geographical aspect of the particular company code, from there we can generate the reports. All SD documents belongs to sales area. In Sales Area there are sales office, sales group, and sales people to represent the representative office of sales.
•
•
•
Represents the location from which material (stocks) and services are distributed . A plant must be uniquely assigned to a company code. It is possible that a plan belongs to different company code ( inter company sales / cross-company sales) .
•
Sales Org. : Plant = N : N
•
The plant is essential for determining the shipping point.
•
Sales org. org. is assigned to plant through through distribution channel .
Plant in SD
•
•
•
•
A plant to deliver goods to customers. Verify the stocks and later supply the goods the customers has ordered. A plant can be assigned to several distribution chains (distribution channel) as a delivering plan. Delivering Plant: Sales org. + distribution channel = delivering plant •
Delivering Plant
•
Shipping Process: •
Outbound delivery
•
Picking (Transfer Order)
•
Packing
•
Posting Goods Issue
•
Shipping point is the highest organization unit of shipping.
•
Shipping point is assigned at plant level.
•
Plant : Shipping Point = N : N
Shipping
•
Shipping Point : Outbound Delivery = 1 : N, prerequisite: •
Shipping Point
•
Due Date
•
Ship-to address
same
Outbound Delivery
Billing
Material
-
Prices Discount Freight/Incoter ms Taxes
-
General Data Company any Code Data Sales Area Da Data
Cust/ Condition
SD Master Data Customer
Material Info
Output
Master Data in SD
-
Cross reference material number
Mandatory fields: - Account group (specific partner function) - Cust. No - Company code - Sales Area (Sales Org/Dist. Channel/Division) - General Data (last name, search term, city, country) - To be used in all org. unit within a client.
- Company Code Data (Reconciliation account (G/L)) - To be used in accounting.
- Sales Area Data: - Billing doc: Tax Classification - Partner Function (Sold-to-party, Bill-to-party, Ship-to-party, Payer)
Customer Master Data
The function to define Sales Area (Sales Org., Dist. Channel, & Division) when creating customer master:
- Defined payment terms for each customer based on product sold - Defined condition master - Classified customers based on products sold to them. - Make it possible to assign a customer to different sales area.
Customer Master Data cont’d
•
•
•
Mapping customer’ customer ’s defined material with code material belongs to company. Mapping default value for delivering plant, delivery priority,, min. order, partial delivery to specific customer priority customer.. E.g:
•
Sampoerna A Mild
T1002
•
Customer X can only be served by delivering plant 1000.
Customer - Material Info Master Data
•
Prices
•
Surcharges / Discount
•
Freights (incoterms: CRF, CIF, FOB, etc)
•
Taxes
Condition Master Data
Automatic Pricing
Condition Master Data
•
Standard Order
•
Cash Sales
•
Rush Order
•
Free-of-chargee delivery Free-of-charg
•
Returns
•
Consignment Fill-Up
•
Credit/Debit Request
Sales Document Types
Standard Order
Cash Sales
Rush Order
Delivery & invoice on a fixed date
Delivery + invoice immediately
Delivery immediately, invoice later
Normal order
Billing related
Delivery related
Relevant for availability check.
Not relevant for availability check as you will be picking the goods directly.
Relevant for availability check.
Relevant for credit management
Not relevant for credit management
Relevant for credit management
Cust. Account group: SP
Cust. Account group: one time
?
Example: Standard Order Example: buy in supermarket
Example: Delivery is made on the same day as when the order was created
SO vs Cash Sales vs Rush Order
•
Take place on MAD (Material Availability Date)
•
Function: •
To check current stock
•
Planned inwards movements (PO, PR, etc).
•
Forecast outwards movements (existing SO, deliveries, etc).
Availability Check
Backward Scheduling
Requested delivery delivery date - transit time = Goods issue date Goods issue date - loading time = Loading date Loading date - transportation lead time = Transport Transportation ation scheduling date Loading date - pick/pack time = Material availability date
Backward Scheduling
Fordward Scheduling
If (MAD + Pick/pack time + Loading Time + Transportation < Req. Dev. Date) { Backward Scheduling
}else{ Forward Scheduling }
Forward vs Backward Scheduling
•
•
•
Stocks are available for picking. Delivery documents (outbound delivery & transfer order) already made. Req. Delivery Date != Replenishment Lead Time.
Delivery can be made if:
Make-to-Order
Materials are not stored in the warehouse but produced especially for a particular order.
•
•
•
Provide additional control for sales document. System can process a material differently in each sales document type. Item Categories type : •
Standar Item
•
Free-of-charge item (inclusive / exlusive free goods)
•
Non-stock item
•
Text Item
Item Category
•
Damaged goods
•
Incorrect invoices
•
It is made after: •
•
Created a sales order Delivered Deliver ed the goods and billed bil led the customers for the goods good s
Return & Credit Memo Processing
THANK YOU
