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Transcript of Elements of the Shipping Step Magal and Word | Integrated Business Processes with ERP Systems | ©...
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Elements of the Shipping Step
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Data in a Delivery Document
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Structure of a Delivery Document
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Delivery Document StructureHeader
General dataLine Item
Item numberMaterialQuantityWeight
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Relationship between Schedule Lines and Delivery Items
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DeliveriesOne order >> multiple deliveriesMultiple orders >> one delivery
Constraints?Same customerSame shipping pointSame delivery dateSame ship-to-address
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Relationship between Sales Order and Deliveries
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Relationship between Delivery Documents and Transfer Requirements
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Delivery Quantity vs. Pick Quantity
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Packing Options
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Impact of Post Goods IssueA material document is createdGL accounts - Stock accounts and cost of
goods sold account - are updated, and an accounting document is created
A controlling document is createdFulfillment provides COGS data to profitability
analysis in controllingThe billing due list is updated Sales documents are updated (status)
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Outcomes of Shipping (Goods Issue)
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FI Impact of the Shipping Step
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Demo 5.7 Process Shipment for a Sales Order
Review how to create the shipment for a sales order
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BillingCreate invoicesCrete credit and debit memosMany deliveries >> one billing document
Same payer, billing date and destination country
One delivery >> many billing documents
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Elements of the Billing Step
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Data in a Billing Document
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Relationship between Deliveries and Billing
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Structure of a Billing Document
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Billing Document StructureHeader
Payer, billing date, totals, etc.Line items
Item numberMaterialQuantity invoicedValue
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Impacts of a Billing DocumentGL accounts are updated and an FI
document is createdCustomer account > AR reconciliation
accountSales revenue account
A controlling document is createdFulfillment provides revenue data to the
profitability analysis processSales documents are updated (status)
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Outcomes of the Billing Step
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FI Impact of the Billing Step
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Demo 5.8 Process Billing for a Sales Order
Review how to bill for a sales order
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PaymentPost incoming paymentGL accounts are updated and an FI
document is createdCash/Bank accountCustomer account -> AR reconciliation
account
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Elements of the Payment Step
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Data in a Payment Document
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FI Impact of the Payment Step
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Customer Payment with Discount
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Processing Customer Payment
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Demo 5.9 Process Payment for a Sales Order
Review to process a payment for a sales order
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Credit Management ProcessUsed to determine if credit should be
granted to a customer (i.e., should process continue?)
Credit is checked when:Sales order is created or changedDelivery is created or changedPost goods issue
Approval based onCredit exposure = sum of open orders,
deliveries, open invoices, and current order value
Outcomes: warn & continue, error & terminate, block delivery
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Credit Management Process
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Integration with Other Processes
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ReportingGeneral SAP reporting options
Online listsWork listsAnalytics
Fulfillment specific reporting optionsDocument flow
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Document Flow
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Demo 5.10 Display Document FlowReview how to display document flow
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Work Lists
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Demo 5.11 Display Work ListReview how to display a work list
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List of Sales Orders
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Demo 5.12 Display an Online ListReview how to display an online list
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Information Structures
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Example of Standard Analysis
Magal and Word | Integrated Business Processes with ERP Systems | © 201143