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© SAP AG

Sales and Distribution (SD)

SAP University Alliances

Version  2.1

Authors Bret Wagner 

Stefan Weidner 

ProductSAP ERP 6.0 EhP4

Global Bike In.

LevelBeginner 

Focus!ro""#f$ntional integration

Sale" and %i"trib$tion

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!o$r"e &'er'ie(

Introd$tion to SAP )a'igation

Introd$tion to GBI

Sale" * %i"trib$tion

+aterial" +anage,ent

Prod$tion Planning

-inanial Ao$nting

!ontrolling

$,an !a/ital +anage,ent

Wareho$"e +anage,ent

Proet S"te,

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-$ntionalit

Sale" S$//ort Sale"

Shi//ing and 3ran"/ortation

Billing

!redit +anage,ent

-oreign 3rade

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nit &'er'ie(

S% &rgani5ational Str$t$re S% +a"ter %ata

S% Proe""e"

# &rder#to#!a"h Proe""

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S% &rgani5ational Str$t$re

!lient

#  An inde/endent en'iron,ent in the ""te,

!o,/an !ode

# S,alle"t org $nit for (hih o$ an ,aintain a legal "et of book"

!redit !ontrol Area

#  An organi5ational entit (hih grant" and ,onitor" a redit li,it for $"to,er".# It an inl$de one or ,ore o,/an ode"

Sale" &rgani5ation

#  An organi5ational $nit re"/on"ible for the "ale of ertain /rod$t" or "er'ie".

# 3he re"/on"ibilit of a "ale" organi5ation ,a inl$de legal liabilit for /rod$t"

and $"to,er lai,"

%i"trib$tion !hannel

# 3he (a in (hih /rod$t" or "er'ie" reah the $"to,er 

# 3/ial e7a,/le" of di"trib$tion hannel" are (hole"ale8 retail8 or diret "ale"

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S% &rgani5ational Str$t$re

%i'i"ion#  A (a of gro$/ing ,aterial"8 /rod$t"8 or "er'ie"

Sale" Area

# !o,bination of Sale" &rgani5ation8 %i"trib$tion !hannel and %i'i"ion

# %eter,ine" ondition" 9i.e. /riing: for "ale" ati'itie"

Plant 9here; %eli'ering Plant:

# Plant fro, (hih the good" "ho$ld be deli'ered to the $"to,er 

&ther S% organi5ation $nit";

# Shi//ing Point

#

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GBI 2.1 Str$t$re for Sale" and %i"trib$tion

Global Bie

Global Bie !nc" Global Bie Ger#any G#b$

US %est US East

San Die&o

Ger#any 'orth Ger#any South

Dallas ia#i $a#bur& $eidelber&

!lient

!o,/an

!ode

Sale"

&rgani5ation

Sale" &ffie

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GBI 2.1 Enter/ri"e Str$t$re in SAP ERP 9Sale":

lient GB!

 redit ontrol Area (&lobal) GL**

US**

  US East

 E00

  US %est

 W00

A**

  A East

 !E00

  A %est

 !W00

DE**

  DE South

 %S00

  DE 'orth

 %)00

GB**

  GB South

 GS00

  GB 'orth

 G)00

AU**

  AU South

 AS00

  AU 'orth

 A)00

  Distribution hannel %holesale %$

  Distribution hannel !nternet !'

      D      i     v      i

    s      i    o

     n       B

      i    c     y     c      l    e

    s       B

      !

      D      i     v      i

    s      i    o

     n      A    c    c    e    s    s    o     r      i    e    s      A

      S

Sales

+r&ani,ation

o#-any ode

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S% +a"ter %ata

usto#er aster 

aterial aster 

Sales ondition

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!$"to,er +a"ter %ata

3he $"to,er ,a"ter infor,ation

i" di'ided into area";

# General %ata

# !o,/an !ode %ata

# Sale" Area %ata

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!$"to,er +a"ter 

o#-any ode US**

o#-any ode DE**

!lient @@@

General !n.or#ation rele'ant for the entire organi5ation; 

)a,e

  Addre""

  !o,,$niation

o#-any ode s-eci.ic in.or#ation;

 

 A. +g,t

  Pa,ent

  Bank

Sales Area s-eci.ic in.or#ation;

 

Sale"

&ffie !$rren

Sale" &rg. W00

Sale" &rg. %S00

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+aterial +a"ter %ata

+aterial +a"ter 

# !ontain" all the infor,ation a

o,/an need" to ,anage abo$t

a ,aterial

# It i" $"ed b ,o"t o,/onent"

(ithin the SAP ""te,

Sale" and %i"trib$tion

+aterial" +anage,ent

Prod$tion

Plant +aintenane

 Ao$nting!ontrolling

C$alit +anage,ent

# +aterial ,a"ter data i" "tored in

f$ntional "eg,ent" alled Die("

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+aterial +a"ter Die("

+aterial +a"ter 

Ba"i %ata

Sale" %ata

!ontrolling %ata

-orea"ting %ata

P$rha"ing %ata

+at. Plan. %ata

 Ao$nting %ata

Storage %ata

C$alit %ata

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Sales +r&" U%**

Sales +r&" UE**

+aterial +a"ter 

!lient @@@

General !n.or#ation rele'ant for the entire organi5ation;

 

)a,e

  Weight

  nit of +ea"$re

Sales s-eci.ic in.or#ation;

%eli'ering Plant

 

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!ondition +a"ter %ata 9Priing:

!ondition ,a"ter data inl$de";

# Prie"

# S$rharge"

# %i"o$nt"

# -reight"

# 3a7e"

o$ an define the ondition

,a"ter to be de/endent on

'ario$" data;

# +aterial "/eifi

# !$"to,er "/eifi

!ondition" an be de/endent onan do$,ent field

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&$t/$t

&$t/$t i" infor,ation that i" "ent

to the $"to,er $"ing 'ario$"

,edia8 "$h a";

# E#,ail

# +ail

# E%I

# -a7# @+<

&$t/$t e7a,/le";

# C$otation

# !onfir,ation

# In'oie

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Sale" &rder Proe""

Sale" &rder Entr

Po"t Good"

 I""$e

In'oie

!$"to,er 

Pik

 +aterial"Reei/t of 

!$"to,er Pa,ent

Pak+aterial"

!hek

 A'ailabilit

Pre#"ale" Ati'itie"

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Pre#Sale" Ati'itie" 9!R+

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Pre#Sale" Ati'itie" 9!R+

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InF$ir

 An inF$ir i" a $"to,erH"reF$e"t to a o,/an forinfor,ation or F$otation inre"/et to their /rod$t" or"er'ie" (itho$t obligation to/$rha"e.

# o( ,$h (ill it o"t# +aterialSer'ie a'ailabilit

# +a ontain "/eifi F$antitie"and date"

3he inF$ir i" ,aintained inthe ""te, and a F$otation i"reated to addre"" F$e"tion"for the /otential $"to,er.

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C$otation

3he F$otation /re"ent" the

$"to,er (ith a legall binding

offer to deli'er "/eifi /rod$t"

or a "eletion of a ertain a,o$nt

of /rod$t" in a "/eified

ti,efra,e at a /re#defined /rie.

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Sale" &rder 

Sale" order /roe""ing an originate fro, a 'ariet of do$,ent"

and ati'itie"

# !$"to,er ontat" $" for order; /hone8 internet8 e,ail

# E7i"ting !ontrat

# C$otation"

3he eletroni do$,ent that i" reated "ho$ld ontain the

follo(ing ba"i infor,ation;

# !$"to,er Infor,ation

# +aterial"er'ie and F$antit

# Priing 9ondition":

# S/eifi deli'er date" and F$antitie"

# Shi//ing infor,ation

# Billing Infor,ation

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Sale" &rder 

3he "ale" do$,ent i" ,ade $/

of three /ri,ar area";# eader 

%ata rele'ant for the entire "ale"order; E7; $"to,er data8 totalo"t of the order 

#

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Sale" &rder 

3he "ale" order ontain" all of the infor,ation needed to /roe""

o$r $"to,er" reF$e"t8 the follo(ing infor,ation i" deter,ined for

eah "ale" order;

# %eli'ering Shed$le

# Shi//ing /oint and ro$te deter,ination

#  A'ailabilit !hek

# 3ran"fer of reF$ire,ent" to +RP

# Priing

# !redit li,it hek

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%eli'er Shed$ling

When an order i" reated the o$ ,$"t enter a reF$e"ted deli'er

date for the order or eah line ite,.

3he ""te, (ill then deter,ine a deli'er ti,eline8 thi" (ill be

$"ed (hen deter,ining o$r ,aterial a'ailabilit8 or A3P 9A'ailabilit

to Pro,i"e: date.

3he ""te, (ill deter,ine thi" date $"ing for(ard and bak(ard

"hed$ling r$le" o$ ha'e defined.

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Bak(ard Shed$ling

Re/uested

Delv" Date

Goods!ssueLoadin&

aterial

Availability

+rder Date

0rans-"

Sched"

3ran"it3i,e

92 da":

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-or(ard Shed$ling

3ran"it

3i,e

92 da":

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Shi//ing * Ro$te %eter,ination

%$ring the reation of the "ale" order the ""te, ,$"t deter,ine

the "hi//ing /oint fro, (hih the ,aterial (ill be "hi//ed and the

ro$te the ,aterial (ill take to get fro, o$r (areho$"e to o$r

$"to,er" loation.

 A "hi//ing /oint i" deter,ined for eah line ite, (ithin the order.

3he ro$te deter,ination (ill i" $"ed to define the tran"it ti,e of the

,aterial that (e $"ed in "hed$ling.

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 A'ailabilit !hek

 A'ailabilit !hek

# %eter,ine" the ,aterial

a'ailabilit date

# !on"ider" all in(ard and o$t(ard

in'entor ,o'e,ent"

Pro/o"e" ,ethod" of deli'er

# &ne#ti,e deli'er# !o,/lete deli'er

# %elaed /ro/o"al

R$le" are reated b &

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Priing

3he ""te, di"/la" /riing infor,ation for all "ale" do$,ent" on

the /riing "reen" at both the header and the line ite, le'el.

# eader /riing i" 'alid for the (hole order it i" the $,$lati'e of all line

ite," (ithin the order

#

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!redit !hek

 Allo(" o$r o,/an to ,anage it" redit e7/o"$re and ri"k for

eah $"to,er b "/eifing redit li,it".

%$ring the "ale" order /roe"" the ""te, (ill alert the "ale" re/

abo$t the $"to,er" redit "it$ation that ari"e"8 if nee""ar the

""te, an be onfig$red to blok order" and deli'erie".

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Shi//ing * 3ran"/ortation

3he "hi//ing /roe"" begin" (hen o$ reate the deli'er

do$,ent for the "ale" order. 3hi" do$,ent ontrol"8 "$//ort"8

and ,onitor" n$,ero$" "$b#/roe""e" for "hi//ing /roe""ing;

# Piking

# Paking

# Po"t Good" I""$e

Integrated (ith the +aterial +anage,ent 9++: and -inane 9-I:

,od$le"

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Shi//ing

&rder 

!o,bination

Sales +rder 2

Sales +rder 3

Sales +rder 4

Delivery 5623

Partial

%eli'er

Sales +rder 7

Delivery 5624

Delivery 5627

Delivery 5628

!o,/lete

%eli'er

Sales +rder 8

Delivery 5629

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%eli'er !reation

!hek" order and ,aterial" to deter,ine if a deli'er i" /o""ible

deli'er blok 9hold:8 o,/letene""

!onfir," a'ailabilit

!onfir," e7/ortforeign trade reF$ire,ent"

%eter,ine" total (eight * 'ol$,e

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%eli'er !reation

Generate" /aking /ro/o"al

!al$late" (eight and 'ol$,e

!hek" "hed$ling

!on"ider" /artial deli'erie"

/date" ro$te a""ign,ent

 A""ign" /iking loation

/date" "ale" order 

%eter,ine" bathe"

C$alit hek 9if needed:

/date" "ale" order 

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%eli'er %o$,ent

3he %eli'er %o$,ent initiate" the deli'er /roe"" and i" the

ontrol ,ehani", for thi" /roe""

# Piking

# Paking

#

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Piking

C$antitie" ba"ed on deli'er note

 A""igned date (hen /iking "ho$ld begin

 A$to,ated "torage loation a""ign,ent

S$//ort" "erial n$,berlot n$,ber traking and bath

,anage,ent Integrated (ith Wareho$"e +anage,ent 9W+:

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on"ideration":

Identifie" and $/date" ao$nt" a""oiated (ith ret$rnable

/akaging

3rak" the /aked /rod$t b ontainer 

In"$re" (eight'ol$,e re"trition" are enfored

 All /aked ite," are a""igned to the reF$ired ,ean" of

tran"/ortation

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Good" i""$e

E'ent that indiate" the legal hange in o(ner"hi/ of the /rod$t"

Red$e" in'entor and enter" !o"t of Good" Sold

 A$to,atiall $/date" the General

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Billing

3he billing do$,ent i" reated b o/ing data fro, the "ale"

order andor deli'er do$,ent.

# &rder#ba"ed billing

# %eli'er#ba"ed billing

3he billing /roe"" i" $"ed to generate the $"to,er in'oie.

It (ill $/date the $"to,erH" redit "tat$".

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Billing %o$,ent"

3he billing do$,ent (ill a$to,atiall reate a debit /o"ting to

o$r $"to,er "$b#ledger ao$nt and redit o$r re'en$e

ao$nt.

It i" at thi" /oint that the "ale" /roe"" i" /a""ed o'er to -inanial

 Ao$nting to a(ait /a,ent.

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Billing +ethod"

!olleti'e

In'oiing

%eli'er ba"ed

In'oiing

%eli'er >J4

%eli'er >J

&rder 14

&rder ?

%eli'er >J6

In'oie ?J6>

&rder 6%eli'er >J20

%eli'er >J21

In'oie ?J4

In'oie ?J46

S/lit

In'oiing&rder 2 %eli'er >J>6

In'oie ?J?2

In'oie ?J?1

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Pa,ent

Pa,ent i" the final "te/ in the "ale" order /roe""8 thi" "te/ i"

,anaged b the -inanial Ao$nting de/art,ent.

-inal /a,ent inl$de";

# Po"ting /a,ent" again"t in'oie".

# Reoniling differene" bet(een /a,ent and in'oie.

Pa,ent (ill reate a /o"ting learing the liabilit in the AR

ao$nt and inrea"e" o$r bank ao$nt.

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%o$,ent -lo(

3he do$,ent flo( and order "tat$" feat$re allo(" o$ to find the "tat$"

of an order at an /oint in ti,e. 3he SAP $/date" the order "tat$" e'erti,e a hange i" ,ade to an do$,ent reated in the $"to,er order

,anage,ent le 9&rder#to#!a"h:.

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Sale" &rder Proe"" %eb$gging

K)e'er again did I learn "o ,$h in"$h a "hort ti,e8 bea$"e t(ent

/artii/ant" ,ade ,i"take" for ,eL

o$ annot ,ake "o ,an ,i"take"all aloneM

SAP !o#fo$nder Nla$" 3"hira

on hi" e7/eriene" teahing !&B&<to lient" at IB+

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%o$,ent -lo(

# Gi'e" &rder Proe"" Stat$"