Customize your SD project to meet your unique sales setup! From quotations and sales orders to shipping and outbound delivery documents, learn how to align an SAP ERP Sales and Distribution implementation with the critical processes that help each business thrive. Get configuration guidance for sales, billing and credit management, distribution, and more. This second edition teaches the ins and outs of SD customization and use. a. Master Data SetupLearn how to customize master data for customers, customer credits, materials, and batches, and how to maintain this data in a functional implementation after go-live. b. Key SD FunctionalityFrom sales and pricing to billing and beyond, learn how to get the most out of critical SD functionality like returns processing, product delivery, and route determination. Highlights: Organizational structure Master data Sales Pricing Credit management Picking and packing Delivery Billing Reporting and analysis with SAP HANA

Use reporting and analysis tools to make sense of SD data

Autorentext
Ashish Ranjan Mohapatra has worked with SAP for over 9 years. As Team Leader and Assistant Project Manager for an implementation project, he developed a thorough understanding of the SAP SD component, as well as implementation and configuration pain points. As head of the Business Process Department, Ashish expanded his knowledge of other SAP components, including MM, FI/CO, PP, and QM. Ashish is an SAP SD Certified Consultant and an instructor with an SAP education partner.

Inhalt
Preface 15

Acknowledgments 19

Introduction 21

1 Organizational Structure 35

1.1 Defining Organizational Units ... 35

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

2.2 Material Master Sales Views ... 60

2.3 Batch Master Data ... 68

2.4 Other Important Master Data ... 79

2.5 Summary 85

3 Sales ... 87

3.1 Processing Sales Documents ... 88

3.2 Item Categories and Schedule Line Categories ... 97

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

3.8 Outline Agreements ... 129

3.9 Special Business Transactions ... 133

3.10 Incompletion Control ... 137

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

3.15 ... Intercompany Sales Processing ... 153

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

4.3 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

4.7 Solving Common Pricing Problems ... 208

4.8 Summary ... 209

5 Credit Risk Management ... 211

5.1 Credit Management ... 212

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

6.2 Delivery Processing Including Delivery Due Lists ... 255

6.3 Delivery Processing Integration with Warehouse Management ... 266

6.4 Picking, Handling Unit Management, Packing, and Goods Issue ... 267

6.5 Routes and Route Determination ... 272

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

7.2 Billing Types ... 299

7.3 Billing Plan ... 308

7.4 Revenue Account Determination ... 316

7.5 Accounts Interface ... 325

7.6 Solving Common Billing Problems ... 329

7.7 Summary ... 343

8 Cross-Functional Customization ... 345

8.1 Text Processing ... 345

8.2 Message Control ... 355

8.3 ABAP Tools ... 362

8.4 Numbering Objects ... 378

8.5 Summary ... 385

9 Reporting and Analysis ... 387

9.1 Useful Standard Reports ... 387

9.2 ... Developing Reports Using Queries ... 398

9.3 ... Sales Information System ... 410

9.4 Business Intelligence and Reporting ... 426

9.5 Operative Reporting Tools ... 430

9.6 Summary ... 446

10 Sales and Distribution and SAP CRM ... 447

10.1 Sales ... 450

10.2 Marketing ... 454

10.3 Service ... 457

10.4 Interaction Center ... 459

10.5 Summary ... 462

11 Summary and Conclusion ... 463

Appendices ... 469

A Customization of Local Layout ... 471

B List of SAP Area Menus ... 483

C The Authors ... 517

Index ... 519