SAP SD Questionnaire for Scoping and Better Und..

31/05/2016

SAP SD Questi onnai r e for Scopi ng and better und... | SC N Getting Gett ing Start Started ed Newsl Newslette etters rs

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SAP SD Questionnaire for Scoping and better understanding of Business Scenario

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created by Parag Pandya on Pandya on 16-Sep-2015 11:33, last modified by Parag Pandya on Pandya on 16-Sep-2015 13:31

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In our day to day life, we face so many challenges which we handle bravely and resolve it, but a liĥle help can do a lot for us. Same as in SAP scoping and understanding the business scenario and client's requirement is one of the criĕcal part of Implementaĕon Implemen taĕon or Rollout or Support projects, and if it is not collecte collected d or understood perfectly perfectly then it could create lot of trouble for us as well as for the client. I have tried to created a set of Sales and Distribuĕon quesĕonnaires which may be helpful while scoping or requirement collecĕon. Quesĕonnaire Topics Structure 1.

SD ORG Structures

2.

Masters

3.

SD Process

4.

Complaint process

5.

Variant Configuraĕon

6.

Make to Order

7.

Third Party Party

8.

Inter Company Stock Transfer

9.

Stock Transfer

10.

Reports and forms

1 SD ORG Structures How many Legal Legal enĕĕes do you have (company codes) Selling enĕĕes (Sales organisaĕ organisaĕon) on) Product line (divisions) Medium of sales (distribuĕon channel) Number of Sales offices and responsible area of selling Grouping of sales employees (sales groups) How many manufacturing faciliĕes do you have? (plants) Number of dispatching locaĕons (delivering plant/ storage locaĕon) How many dispatching points in each plant– shipping points What is the combinaĕon of product line‐selling enĕĕes and medium of sales 2 Masters Customer master How do you group your customers account wise (DOMESTIC/EXPORT/WHOLESALES) What types of business partners do you have (Ordering /shipping/payer/billing/sales personnel/ sales employee), If mulĕple partners are there then elaborate the scenario How do you categorise the customers by industry, sales region, sales district, sales office? Do you have special pricing for a group of customers? Customer Customer group and price group Do your customers agree for parĕal delivery? Do you have concept of delivery priority? Do you have POD concept? Do you have tolerance concept? How much tolerance does the customer permit? What are the payment terms? Inco terms? What is your tax structure for the customer? Do you have credit limit to customers? What type of credit limits (centralised or decentralised)? Payment terms or value based? What are the acĕons once credit limit is surpassed, do you block? Order or delivery? Explain in brief the credit limit process. How do you determine the credit limit, sales area wise or customer wise? Pricing How do you price your product (pricing components involved in pricing the product)

https://scn.sap.com /docs/D OC - 67433

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SAP SD Questionnaire for Scoping and better und... | SCN Pricing methodology for sales process (domesĕc / export /cash sales) Do you maintain pricing records for the products? (customer / material specific/ price list/ scale price) What is your discount structure? (based on customer / material/ group/ condiĕon exclusion) What pricing informaĕon do you capture for staĕsĕcal purposes? (I.e., it does not alter the price)

Material Master Tax structure for material? Do you have different UOM for selling and SKU? How do you group your products? 3 Sales process Pre‐Sales acĕviĕes What type of pre‐sales acĕviĕes do you have? (Inquiry /Quotaĕon) Sales acĕviĕes What types of order processing do you have? (domesĕc/ export/ insĕtuĕonal/ cash / on‐line) Explain in detail order scenario Whether order is created with ref to quotaĕon/ inquiry? How do you receive order (FAX/Mail/S Rep/Telephone)? How do you determine customer at SO level? Decide ship to party from Customer master or at order level? Do you have mulĕple ship to party for single order? What all informaĕon do you capture at SO level? Which are mandatory to complete the order? Is availability check done? Explain the scope (Collecĕve or individual), Do you block a sales order if the availability check fails? Do you record minimum delivery quanĕty. If so, what happens during a sales order if a violaĕon occurs? Do you send leĥer of confirmaĕon to customers, what media? Do you want to save the incomplete SO? Do you have company defined status codes? What reason would an order or line item be rejected? For sales documents, what informaĕon do you consider required and would like to appear on an in‐ compleĕon log if missing? Product Proposals: If a customer rouĕnely orders the same product or group of products, do you have a process that helps you simplify your order entry? If so, how does that process work? For example, do you record the product proposals by Customer, Customer group, or another grouping? Do you process backorders? Backward and forward scheduling?? Do you have lead ĕme concept. If the order is blocked for credit limit, what is the % of deviaĕon and grace period so that it cannot be blocked again. Do you have any sales order approval by higher authoriĕes (status profile). Do you want the credit check performed during entry of each line item or only when the document is saved?? If you process Inter‐Company orders, do you charge the inter‐company based on a specified amount or on a percentage of the item price? Do you have the concept of sales commission? If yes how it works Material Determinaĕon If a product is packaged differently for a special event (e.g., Thanksgiving), do you want the system to automaĕcally subsĕtute the special packaging when the product is ordered? What are the different reasons you would subsĕtute one product for another or one packaging for another? Do you want the originally ordered product or the subsĕtuted product informaĕon to be printed on the output? Do you want the product subsĕtuĕon to occur automaĕcally or should Data Entry personnel be offered a selecĕon screen for subsĕtutable products? Do you want Data Entry personnel alerted when a product is automaĕcally subsĕtuted? Do you want the subsĕtuted product to be listed as a sub‐item to the originally ordered product or should the subsĕtuted product completely replace the original product? Material Lisĕng and exclusion Do you require that certain products or customers must be pre‐specified on a “Material List” before a customer can place an order for the material. What Master Data fields will make up the key index for the “Material Lisĕng” table? Do you require that certain products or customers must be pre‐specified on a “Material Exclusion” table to block selling that material to the customer? What Master Data fields will make up the key index for the “Material Exclusion” table? Free Goods

https://scn.sap.com/docs/DOC-67433

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Do you have the concept of free goods (inclusive and exclusive) Sales promoĕons Do you have any schemes like sales promoĕons Bills of material Do you have a products based on components (Laptop and charger/bag etc) How do you explode the bill of material (Delivery and pricing at what level)l Delivery Processing Do you maintain factory calendar for Plant and dispatching point Do you have single dispatching points for all plants or plant specific? Do you check the availability of product during delivery ĕme? If yes, then explain the scope of Availability How are freight charges handled? What shipping documents are generated? For delivery document what informaĕon do you consider required and would like to appear on an incompleĕon log if missing? What happens when the Delivery Quanĕty exceeds the Order Quanĕty? Do you use batch or serial number? Shipment Document with transportaĕon funcĕonality Billing and Invoicing Do you combine mulĕple deliveries in single invoice? Do you uĕlize periodic billing by for rental contract type documents? Do you uĕlize milestone billing for make to order type documents? How do you recognize price changes that occur between the Sales Order and Billing ĕme frame? What are the reasons you would ever block a delivery from creaĕng an invoice? (POD confirmaĕon required). How do you track the delivered material in transit? What types of text are required on your billing documents? How you are processing the incorrect invoices (Cancelling/correcĕon/ cr/dr memo) Do want to send invoice list periodically to customers? Rebates Do you offer rebates to customers? If so what type (Value, volume or QTY based)? Time interval for seĥlement cycle monthly basis, quarterly , yearly ( fully or parĕally) Account determinaĕon How do you book your sales revenue and deducĕons? How do you book your TAX?

Outline agreement :‐ Contracts Do you have contracts with customers? What are the types (Service / Quanĕty/ Rental/ Value)? What is process to be followed once the target is achieved / Validity ? What all informaĕon do you capture in the contract? Can your customer in the order be different than your contract customer? Scheduling Agreement Do you have a scenario of periodic delivery for customers? What all informaĕon do you capture in the agreement? Consignment Do you have consignment process? Do you allow customer to keep stock but the ownership of stock remain with the company? Does the customer place the order for material or do you ship on regular basis. What method you are following for determining when to bill the customer for consumed material. How will you be noĕfied when customer/consignee has sold the material? Are unused or unwanted materials returned to your locaĕon from consignment locaĕon? What is your consignment return delivery process? Who will bear the fright charges for the consignment? Do you have consignment scenario where customer directly order company for material, and delivery is done by the consignee point, and invoice is raised by the company directly to the customer? Free of charge or Sample orders How do track the value of free/sample good? (in terms of cost or sales revenue) Who will bear the freight and packing charges (in case of sales revenue)


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Rush/ Cash orders Do you have scenario of cash / rush sales? Are they regular or one ĕme customer? Do you have employee sales? How do you manage the employee sales, by creaĕng customer code for all employee or one ĕme customer? Do you want to book the revenue directly to peĥy cash or cash clearing?

4 Complaint process Physical Returns Explain the return process Whether returns are against invoice or order. Is it mandatory or opĕonal? What are the reasons for returns What are the informaĕon captured in return request. How do you process return material (thru quality or rework or scrap or directly to unrestricted) Are you going to give replacement(FOC) or a credit memo ( based on delivery or order) Do you want approval for credit memo in case of return? How do you track returnable packing material? Price seĥlement Is there any scenario of price difference? If any difference then do you refer main invoice or not? How do you release price seĥlement request? (authorisaĕon or Dr/Cr block)

5 Variant Configuraĕon Do you have configurable material? Do you use variant for your materials (eg. Automobile industry)? What are the characterisĕc and its values. How do you determine the pricing for the variant material? Do you have the variant material with several components, if yes then how do you process it?

6 Make to Order Do you have a make to order scenario? If yes manufacturing or assembling?

7 Th ird Party Do you sell goods that you purchase from a vendor? Are these materials always purchased or just on certain orders? Does the vendor send the goods directly to customer or it comes to your store and dispatching to customer? Do you send rejecĕon leĥers to vendors losing bids? Are quotes selected for purchase order creaĕon? Will shipping noĕficaĕon create expediĕng documents? Do goods receipts have storage locaĕon determinaĕon? Is there blocked stock quality inspecĕon, or other types of received stock? Do you charge third‐party accounts right away or make separate posĕngs? Are you going to raise the customer invoice without booking the vendor invoice

8 Inter Company Stock Transfer What is the process of stock transfer? Do you bill inter company stock transfer? 9 Stock Transfer What is the process of stock transfer (one way or two way)

10 Reports and forms Forms Quotaĕon Proforma invoice Sales order acknowledgement Delivery note Picking/Packing list Invoice Reports SO list Pending SO’s


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This post may or may not be in detail or in depth but I hope this will help many consultants for startup of understanding the Scoping and Requirement Collection's basic questions. Regards Parag Pandya.

3522 Views Products: sap_erp_sales_and_distribution Topics: enterprise_resource_planning Tags: process, order_to_cash, scoping_requirements

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27 Comments Subhash Chandra Kumar 16-Sep-2015 13:30

Dear Parag, This is really a good post and i am sure it will help many people. Thank you for sharing your knowledge and experience. Regards Subhash. Like (1)

Parag Pandya 16-Sep-2015 13:58 (in response to Subhash Chandra Kumar)

Thank You Subhash. Like (0)

Nilesh Soni 16-Sep-2015 14:14

Good one parag. Like (1)

Parag Pandya 16-Sep-2015 14:34 (in response to Nilesh Soni)

Thankyou Nilesh....! Like (0)

Pratik Pateliya 16-Sep-2015 15:07

this really helps a lot Great... Like (1)

Parag Pandya 16-Sep-2015 16:11 (in response to Pratik Pateliya)

Thankyou pratik. Like (0)

Kamlesh Kumar Arya 17-Sep-2015 08:06

Excellent post! Surely these tips would help in Implementation Projects. I am learning SD its really helpful for me to understand what business process related tasks to be asked to client. Any tips for me? As I am learnin g SD thinking to give next three months on it alon g wi th current j ob.


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SAP SD Questionnaire for Scoping and better und... | SCN Thanks for sharing such a useful process. Regards Kamlesh Like (1)

Parag Pandya 18-Sep-2015 06:35 (in response to Kamlesh Kumar Arya)

Dear Kamlesh, Thakyou for your positive reply, I can suggest you one thing that keep on studying and reading SD books and do as many as possible practicals, because just reading will not help you, you have to experience the various scenarios by practicing. Try to get in in-depth of everything becasue SD is a module which is connected to almost every module it's like web of a spider and SD is seating in the middle. Wish you all the very best for you future. Warm Regards Parag. Like (1)

Kamlesh Kumar Arya 18-Sep-2015 08:00 (in response to Parag Pandya)

Thanks Parag, For your response! Yes I am focusing on studying Glynn C wil liams and TSCM60 and 62 and trying to practice in Sandbox on daily basis but one concern is that I use to practice only standard configuration and test it from end user point of view like. Configuration of Listing Exclusion,Material Determination,Partner Determination,Free goods,Consignment Process and so on. I have one doubt that how to get Master level understanding and knowledge in Pricing Configuration? Thanks in advance. Regards Kamlesh Like (1)

Parag Pandya 18-Sep-2015 11:31 (in response to Kamlesh Kumar Arya)

Dear Kamlesh, I am not saying that Pricing is easy, but it is not that tough even...buy this is true that in SD pricing is one of the most discussed topic becasue many people find difficulties in it. I suggest read more about pricing and you should have proper understand of 16 fields of pricing. Whoever has understood those 16 fields i can say he/she is SD exper. As far a s in my career, I ha ve hea rd from my senior colleag ues an d friends from industry that "If a SD consultant knows and understands Pricing he knows 70-80% of SAP SD" Now this may or may not be true but the fact is pricing is one of the critical and important element of SD. So i can suggest you that first finish all the SAP SD Book practical, but go indept of every step and proces.... Regards Parag Like (0)

Kamlesh Kumar Arya 18-Sep-2015 14:54 (in response to Parag Pandya)

Hi Parag, Thanks a lot for sharing from industry point of view! Indeed 16 fields in pricing are more interesting and difficult too. . It would definitely help to build knowledge if we get different scenarios from business but unfortunately practicing along with standard functionalities might only help to get some idea about the fields.And you are right "Condition technique" in pricing is one of the largest technique used in Sales and distribution understanding it will help to configure some other components of SD. Regards Kamlesh Like (0)

TW Typewriter 18-Sep-2015 19:06 (in response to Kamlesh Kumar Arya)

Kamlesh, SAP SD standard is the most important. If you have a good understanding of standard (talking about all functionalities, not only pricing) other things will


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SAP SD Questionnaire for Scoping and better und... | SCN become much easier. Custom development will give you exposure but it is standard that gives you that rockhard, solid foundation. Standard SD is as vast as topics in an encyclopedia. In pricing for example (in addition to 16 fields) - special functions, condition types. To be an expert in any thing - one needs time, exposure (good quality work), hard word and self learning. TW Like (2)

Kamlesh Kumar Arya 21-Sep-2015 07:16 (in response to TW Typewriter)

TW Sir, You are absolutely right! Standard SD is vast and to cover it in a better way will surely take a lot of time,commitment,hard work etc. However,after reading the Glynn C williams it helped me to understand the concepts in a better way, as far as standard functionality is concerned I think TSCM60 & 62 is one of the best to read.What do you say? And surel y your suggestions would help to learn nicely. Any tips to learn the processes and get better level in Configuration & Customization? Many thanks in advance. Keep on sharing suggestions. Regards Kamlesh Like (0)


Kamlesh, I agree with you TSCM60 and 62 are great books. Recently I was reading the packing instructions setup from these books. To learn SD processes, read the theory, participate in process related questions in forums, divide a

process into parts and then studying each part is the key. This blog does a great job, it has divided concepts into parts, now the difficult part of studying each part with patience and perseverance is our duty. TW documents, blogs success in interviews - part 1: Process success in SAP SD - essentials: business process Returns - comprehensive analysis threads Triangular Deal Cash sale order- PGI reversed after invoice Like (2)


Kamlesh, one more pov I would like to add Don't think of getting better...think of learning, gathering SD processes everyday I am trying to follow this...lets see TW Like (1)

Kamlesh Kumar Arya 25-Sep2015 07:23 (in response to TW Typewriter)

TW Sir,


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SAP SD Questionnaire for Scoping and better und... | SCN Many thanks for your reply and for sharing the links. But I have one doubt as follows.

divide a

process into parts and then studying each part is the key. Can you please explain about it with real time concepts and examples? However, these days doing configuration with the help of "building blogs" and its increasing my configuration level and confident. Thanks Regards Kamlesh Like (0)

TW Typewriter 17-Sep-2015 10:32

Parag thanks! This document has so many points, to study these in depth will take me around 12 months. I see one short coming though, this document is full of SAP SD "jargon" and a SD consultant when interacting with customer during an implementation project has to translate these jargons in to business language, so that the discussions/work shops with customer become fruitful. To "translate" SAP terminology into business language one needs domain knowledge and more importantly clarity about the functionality or concept. Coming to getting value from this document, we should (I will) regularly read it and take small portions and then study the theory in detail and think about it from practical business side. In one of my project, I had to implement a new process, in the requirement gathering stage, I touched upon many functionalities like account assignment group for those materials, i.e. account determination; pricing, output, document types,item categories etc. Setting up a process was like an "anchor" (a target) , I could then learn (select) the necessary things from SD to implement this process. If you want to learn without an "anchor" the information is so vast, that it might get overwhelming. I will be posting more comments, as I take each part and study in more details. keep posting! TW Like (3)

Parag Pandya 18-Sep-2015 06:43 (in response to TW Typewriter)

Dear TW, Thanks a ton for such a motivating and encouraging post. As you said a nd i am also agree with i t that this doc i s goin g to help many peo ples, an d yes this post includes many topics which one should need to understand and then he can start studying. This doc can be treated as a guide book for so many freshers to cover max possible topics in SD. I appreciate your comments. Regards Parag. Like (0)

TW Typewriter 17-Sep-2015 10:42

Advising the SAP SD de sign is an important activity of a SD con sultant. From the w orkshops w e gather that there are 10 product lines, but how many divisions should be created in SAP is a decision of consulting team and the business process owners + management of the customer. Is it is not a simple input from customer/business and that is designed in SAP. TW Like (1)

Parag Pandya 18-Sep-2015 06:45 (in response to TW Typewriter)

I am in total agreement with you... Like (0)

Sivaraman D 18-Sep-2015 05:34

Very useful document Mr Parag. Keep continue the good work.


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SAP SD Questionnaire for Scoping and better und... | SCN Like (1)

Parag Pandya 18-Sep-2015 06:43 (in response to Sivaraman D)

Thnx Siva. Like (0)

Deepali solanki 18-Sep-2015 07:04

Good knowledge sharing. Like (1)

bijay kumar 18-Sep-2015 21:52

Hi Parag, Really this article is very much useful.As i am a new born baby in to sap sd, i refer this in my daily business activity. Regards Bijay Like (1)

Muhammad Atif 22-Sep-2015 16:45

Parag, Thanks for sharing, Good work. Like (1)

Ananth Thiruvengadam 06-Oct-2015 06:45

Hi Parag, Thanks for sharing.... Regards Ananth Like (1)

venkata k 07-Oct-2015 13:33

very much informative, good doc Like (1)

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