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Sales & Distribution (SD) (Order-Fulfillment Process) (Order-to-Cash Process)
SAP ERP SD Process lecture 3/12/2014 אוניברסיטת בן גוריון המחלקה למערכות מידע ERP -מבוא ל 'תשע"ה סמסטר א דוד דניאלי Sales & Distribution...
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Lizbeth Rich
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SAP ERP SD Process lecture
3/12/2014
אוניברסיטת בן גוריון המחלקה למערכות מידע
ERP -מבוא ל 'תשע"ה סמסטר א דוד דניאלי
Sales & Distribution (SD) (Order-Fulfillment Process) (Order-to-Cash Process)
SAP ERP SD Process דוד דניאלי
Lecture Objective
Learning the Sales and Distribution process and how SAP ERP support it
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
2
1
SAP ERP SD Process lecture
3/12/2014
Lecture Agenda
SAP ERP SD Process דוד דניאלי
g SAP
ERP system structure
g How
SAP ERP mange the Sales & Distribution process
g Introduction g SAP
to GBI business case
ERP Lab
● Log-in, user set up & navigation ● SD Case practice
סמסטר א' תשע"ה
גוריון-אוניברסטית בן
Session Agenda
SAP ERP SD Process דוד דניאלי
g SAP
ERP system structure
g How
SAP ERP mange the Sales & Distribution process
g Introduction g SAP
3
to GBI business case
ERP Lab
● Log-in, user set up & navigation ● SD Case practice
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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SAP ERP SD Process lecture
3/12/2014
SAP ERP SD Process דוד דניאלי
SAP ERP System Structure
סמסטר א' תשע"ה
5
גוריון-אוניברסטית בן
SAP Business Suite
SAP ERP SD Process דוד דניאלי
SAP PLM
SAP SRM
SAP ERP
SAP CRM
SAP SCM
SAP NetWeaver
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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3
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
3/12/2014
SAP ERP Modules
גוריון-אוניברסטית בן
7
SAP ERP Data structure
Transaction data
Master data
Organizational data סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
g Represents
3/12/2014
SAP ERP Reporting structure
גוריון-אוניברסטית בן
9
Organizational Data
the business structure of the organization
g It
is a operational unit where cost and/or revenue can be monitored managed
g Any
process or activity in the organization must be related to Organizational Data
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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SAP ERP SD Process lecture
3/12/2014
Master data
SAP ERP SD Process דוד דניאלי
Basic data
Sales
Quailty Mgmt.
Purchasing
Work scheduling Plant stock
The master data represents: • Materials • Customers • Suppliers
Costing Classification
MRP
Storage
Forcasting
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
Accounting
גוריון-אוניברסטית בן
11
Transaction Data
g Transaction
data is created when a process is executed
g Transaction
data must includes:
● Organizational Data ● Master Data ● Situational data: who, where & when g When
a transaction is executed a document is created
g Transaction
data is a short term activity related data which is assigned to master data סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
12
6
SAP ERP SD Process lecture
3/12/2014
SAP ERP SD Process דוד דניאלי
How SAP ERP manage the Order-Fulfillment process?
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
13
גוריון-אוניברסטית בן
Order Fulfillment process review
Pre-sales Activities
Sales Order Entry Availability Check Pick Materials
Payment Receipt Invoice Customer
סמסטר א' תשע"ה
דוד דניאלי
Pack Materials Post Goods Issue גוריון-אוניברסטית בן
14
7
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
3/12/2014
Process triggers
g Customer g Sales
Person
סמסטר א' תשע"ה
גוריון-אוניברסטית בן
SAP ERP SD Process דוד דניאלי
15
Organizational data basic
g Client g Company
Code
g Plant
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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8
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
g Sales
3/12/2014
Organizational Data SD
Organization
g Distribution
Channel
g Division g Sales
Area
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
גוריון-אוניברסטית בן
17
Sale Organization (SO)
g SO
is responsible for all the sales activities within the segment
● Pricing conditions ● Customer liability g SO
enables to divide the market to segments
g SO
is the highest level of organization in the SD process
g
All sales data can be aggregated & summarized into SO
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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9
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
g Company g SO
Sale Organization (SO)
Code must have a least one SO
can be assigned to only one company code
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
g DC
3/12/2014
גוריון-אוניברסטית בן
19
Distribution Channel (DC)
defines how products will be sold to customers
g Each
DC is responsible for its own sale strategy, pricing conditions and shipment method
g Sales
performance can be measured on the DC level
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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10
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
g Sales g DC
3/12/2014
Distribution Channel (DC)
Organization must have at least one DC
can be assigned to multiple Sales Organization
סמסטר א' תשע"ה
גוריון-אוניברסטית בן
SAP ERP SD Process דוד דניאלי
g Division g
Division
enables to group materials, products, or services
Division is typically assigned to a product line
gA
product can be assigned to only one division
סמסטר א' תשע"ה
דוד דניאלי
21
גוריון-אוניברסטית בן
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11
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
g Sales
3/12/2014
Division
Organization must have at least one Division
g Divison
can be assigned to multiple Sale Organizations
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
g Sales
גוריון-אוניברסטית בן
23
Sales Area (SA)
area is a unique combination of:
● Sales Organization ● Distribution Channel ● Division g SA
enables to control and monitor how products (Division) are sold through sales channel (Distribution Channel) and market segment (Sales Organization)
g Sales
Area can be assigned to only one Company Code
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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SAP ERP SD Process lecture
3/12/2014
SD Organization structure
SAP ERP SD Process דוד דניאלי
Distribution Channel Wholesale (WH)
Distribution Channel Internet (IN)
US West
UW00 US East
UE00
CC US00 Credit Control Area (global) GL00 Client GBI סמסטר א' תשע"ה
25
גוריון-אוניברסטית בן
SD Organizational Structure
SAP ERP SD Process דוד דניאלי
Client
Global Bike
Global Bike Inc.
Global Bike Germany GmbH
Company Code
1
US West
US East
Wholesale
Internet
Sales Organization
Distribution Channel
סמסטר א' תשע"ה
Retail
Retail
Wholesale
Cloth
Bicycles
Accessories
3
3
Bicycles
דוד דניאלי
Business
2
1
1
Customers
Cloth
גוריון-אוניברסטית בן
Division
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SAP ERP SD Process lecture
3/12/2014
Master data: Customer
SAP ERP SD Process דוד דניאלי
g General
data
g Accounting g Sales
data
Area Data
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
גוריון-אוניברסטית בן
27
Master data: Customer-Material Info Records
g It
combines a single material data and a single customer data as a single record for history
Sales Order
Material Master
Customer Master
Material-Customer Information Record
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
g Determine
סמסטר א' תשע"ה
3/12/2014
Master data: Pricing Conditions
the selling prices
גוריון-אוניברסטית בן
29
SAP ERP SD Process דוד דניאלי
Introduction to Global Bike Inc. (GBI) Case Study
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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15
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
3/12/2014
About GBI
g
GBI is a global manufacturing company of professional bicycles
g
Their product strategy is focusing on:
● Quality ● Toughness ● Performance
סמסטר א' תשע"ה
31
גוריון-אוניברסטית בן
SAP ERP SD Process דוד דניאלי
GBI Organizational Structure
Enterprise
Global Bike Group Co-CEO John Davis Co-CEO Peter Schwarz
Global Bike US Inc.
Dallas
סמסטר א' תשע"ה
דוד דניאלי
Miami
San Diego
Global Bike Germany GmbH
Heidelberg
גוריון-אוניברסטית בן
Hamburg
Companies
Plant
32
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SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
g Finished
3/12/2014
Materials
Goods
● Touring Bikes (Deluxe, Professional) ● Off-Road Racing Bikes (Men, Women)
g Semi-Finished
Goods
● Carbon Composite Wheel ● Off Road Aluminum wheel ● Touring
Aluminum wheel
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
g Raw
Materials
Materials g Trading
Goods
● Tires
● Air Pump
● Chines
● Helmet
● Frames
● T- Shirt
● Seats
● Water Bottle
סמסטר א' תשע"ה
דוד דניאלי
33
גוריון-אוניברסטית בן
גוריון-אוניברסטית בן
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17
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
g GBI
3/12/2014
Distribution Partners
sales exclusively through dealers in US and Germany
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
g Order-to-Cash
גוריון-אוניברסטית בן
35
גוריון-אוניברסטית בן
36
Process 1
Process
● Sales and Distribution (SD) ● Materials Management (MM) ● Financial Accounting (FI)
סמסטר א' תשע"ה
דוד דניאלי
18
SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
3/12/2014
Process 2
g Procure-to-Cash
Process
● Procurement ● Materials Management (MM) ● Financial Accounting (FI)
סמסטר א' תשע"ה
SAP ERP SD Process דוד דניאלי
גוריון-אוניברסטית בן
37
IT Strategy
g To
migrate from running independent applications to centralized environment by utilizing SAP ERP
g This
centralized approach will enable GBI to control the operational environment:
● Consistency of operations and ● Process integrity
סמסטר א' תשע"ה
דוד דניאלי
גוריון-אוניברסטית בן
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SAP ERP SD Process lecture
SAP ERP SD Process דוד דניאלי
g Reduce g Deliver
GBI Objectives
costs and
best-in-class system to all divisions
סמסטר א' תשע"ה
דוד דניאלי
3/12/2014
גוריון-אוניברסטית בן
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