Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Preface
15
1 Introduction
17
1.1 The SAP Business Suite
17
1.1.1 SAP ERP
18
1.1.2 SAP PLM
18
1.1.3 SAP CRM
19
1.1.4 SAP SRM
19
1.1.5 SAP SCM
20
1.1.6 Financial Supply Chain Management
21
1.1.7 SAP Enhancement Packages and Shipping Strategy
21
1.2 Enterprise Structure in SAP
25
1.2.1 Client
26
1.2.2 Company Code
26
1.2.3 Plant
27
1.2.4 Storage Location
28
1.2.5 Warehouse
28
1.2.6 Purchasing Organization
28
1.2.7 Purchasing Group
29
1.3 SAP ERP Logistics: Components and Integration
29
1.3.1 Materials Management
29
1.3.2 Sales and Distribution
30
1.3.3 Logistics Execution
30
1.3.4 Production Planning and Control
31
1.3.5 Plant Maintenance
31
1.3.6 Customer Service
31
1.3.7 Quality Management
32
1.3.8 SAP Global Trade Management
32
1.4 Sales and Distribution
34
1.4.1 Organizational Structure in Sales and Distribution
36
1.4.2 Processes in Sales and Distribution
41
1.4.3 SAP HANA Overview and SD Application
44
1.5 Summary
46
2 Master Data
47
2.1 Importance of Master Data
47
2.2 Business Partners
49
2.2.1 Account Group and Number Ranges
49
2.2.2 Partner Functions
50
2.2.3 Customer Master Data Structure
51
2.2.4 Customer Hierarchies
55
2.2.5 Processing Customer Master Data
56
2.3 Products
60
2.3.1 Material
60
2.3.2 Item Proposal
65
2.3.3 Material Determination
68
2.3.4 Cross Selling
70
2.3.5 Listings and Exclusions
72
2.4 Pricing and Conditions
73
2.4.1 Condition Record
75
2.4.2 Condition Table
75
2.4.3 Access Sequence
76
2.4.4 Condition Type
77
2.4.5 Pricing Procedure
79
2.4.6 Condition Maintenance
81
2.5 Output
83
2.6 Agreements
87
2.6.1 Customer Material Info Records
87
2.6.2 Contracts
88
2.6.3 Rebate Agreements
89
2.6.4 Promotions and Sales Deals
91
2.7 Others
93
2.7.1 Routes
93
2.7.2 Packing Instructions and Packing Instruction Determination
97
2.7.3 Terms of Payment
101
2.7.4 Incoterms
103
2.8 Summary
104
3 Sales
107
3.1 Sales Document Components
107
3.1.1 Sales Document Structure
108
3.1.2 Customizing Settings of a Sales Document
109
3.1.3 Item Categories
111
3.2 Inquiry and Quotation
117
3.2.1 Inquiry
118
3.2.2 Quotation
122
3.3 Sales Order
125
3.3.1 Creating a Standard Order
128
3.3.2 Using an Item Proposal in Sales Orders
130
3.3.3 Material Determination in Sales Orders
133
3.3.4 Cross Selling in Sales
135
3.3.5 Listings and Exclusions in Sales
138
3.3.6 Special Orders
139
3.4 Scheduling Agreements
141
3.5 Contracts
144
3.6 Backorders
146
3.6.1 Backorder Processing
146
3.6.2 Rescheduling
150
3.7 Credit Management
154
3.7.1 Credit Management Master Data
155
3.7.2 Processing Blocked Sales and Distribution Documents
158
3.8 Foreign Trade
161
3.8.1 Configuration Objects
161
3.8.2 Foreign Trade Master Data
162
3.8.3 Foreign Trade in Sales Order, Delivery, and Billing
164
3.8.4 Foreign Trade Cockpits
169
3.9 Returns
169
3.9.1 Returns Order
170
3.9.2 Returns Delivery
171
3.9.3 Billing Document
173
3.9.4 Subsequent Delivery Free of Charge Order
173
3.10 Special Processes in Sales
174
3.10.1 Cross-Company Sales
176
3.10.2 Third-Party Sales Order
185
3.10.3 Make-to-Order Sales Process
196
3.10.4 Customer Consignment
204
3.10.5 Sales Orders with Bills of Materials
210
3.11 Summary
214
4 Shipping and Transportation
215
4.1 Outbound Delivery
217
4.1.1 Checks on Delivery Creation
218
4.1.2 Create an Outbound Delivery
222
4.2 Picking
226
4.2.1 Wave Picks
227
4.2.2 Two-Step Picking
231
4.2.3 Planning Replenishments
239
4.3 Packing
240
4.4 Shipment
244
4.5 Shipment Cost Document
250
4.6 Goods Issue
257
4.7 Proof of Delivery
261
4.8 Customer Returns
262
4.9 Summary
268
5 Billing
269
5.1 Billing Types
269
5.2 Billing Relevance
273
5.2.1 Order-Related Invoice
273
5.2.2 Delivery-Related Invoice
274
5.2.3 Order- and Delivery-Related Invoice
275
5.3 Billing Processing
275
5.4 Invoice List
282
5.5 Rebates Processing
286
5.5.1 Standard Rebate Processing
287
5.5.2 Retroactive Rebate Agreements
292
5.6 Other Billing Processes
293
5.6.1 Canceling Billing Documents
293
5.6.2 Credit and Debit Memos
295
5.6.3 Invoice Corrections
297
5.6.4 Billing Plans
299
5.6.5 Down Payment Processing
302
5.7 Integration with Financial Accounting
306
5.7.1 Account Determination
309
5.7.2 SD/FI Interface
310
5.8 Summary
313
6 Reporting
315
6.1 Master Data
315
6.1.1 Display Customer Hierarchy (VDH2)
316
6.1.2 Display Condition Record Report (V/I6)
318
6.1.3 Pricing Report (V/LD)
319
6.1.4 Customer Analysis Basic List (MCTA)
322
6.1.5 Sales Organization Analysis (MCTE)
325
6.2 Sales
329
6.2.1 Sales Summary (VC/2)
329
6.2.2 List Customer Material Info (VD59)
332
6.2.3 List of Sales Order (VA05)
333
6.2.4 Inquiries List (VA15)
337
6.2.5 Quotation List (VA25)
338
6.2.6 List of Contracts (VA45)
340
6.2.7 Orders with Time Period (SD01)
341
6.2.8 Incomplete Sales Orders (V.02)
342
6.2.9 Backorders (V.15)
344
6.2.10 Blocked Orders (V.14)
347
6.2.11 Duplicate Sales Orders (SDD1)
350
6.2.12 Customer Returns-Analysis (MC+A)
353
6.2.13 Customer Analysis—Sales (MC+E)
356
6.2.14 Credit Memo Analysis for Customers (MC+I)
358
6.2.15 Sales Org Analysis for Invoiced Sales (MC+2)
360
6.2.16 Material Analysis—Incoming Orders (MC(E)
363
6.3 Logistics
365
6.3.1 Delivery Due List (VL10A)
365
6.3.2 Outbound Delivery Monitor (VL06O)
367
6.3.3 Display Delivery Changes (VL22)
376
6.4 Billing
377
6.5 SIS and LIS Overview
379
6.6 Summary
380
7 Customer Relationship Management in Sales and Distribution
381
7.1 Understanding SAP CRM
381
7.1.1 SAP CRM Integration with SD and SAP ERP
383
7.1.2 Master Data
384
7.1.3 CRM Software Components
386
7.2 CRM Web User Interface and Concepts
387
7.2.1 Web Client Homepage
387
7.2.2 Navigation in Web Client
391
7.2.3 Personalization of Web Client
393
7.3 Marketing
396
7.4 Sales
399
7.5 Service
404
7.6 Analytics
408
7.6.1 Marketing Analytics
408
7.6.2 Sales Analytics
409
7.6.3 Service Analytics
409
7.6.4 Interaction Center Analytics
409
7.7 SAP CRM Interaction Center
410
7.8 Summary
414
8 SAP Financial Supply Chain Management for Sales and Distribution
415
8.1 SAP Financial Supply Chain Management Overview and Components
415
8.2 Biller Direct
417
8.2.1 Open Bill
420
8.2.2 Payment Processing
424
8.2.3 Integration with SAP Dispute Management
429
8.2.4 Biller Direct Master Data and Customer Profile
430
8.2.5 Biller Direct in SAP ERP
434
8.3 Credit Management
434
8.3.1 Master Data
435
8.3.2 Steps to Create a Business Partner
437
8.3.3 Mass Data Changes
444
8.3.4 Credit Lists
445
8.4 Dispute Management
448
8.4.1 Dispute Cases and Process
451
8.4.2 Integration with CRM
454
8.4.3 Integration with Collection Management
455
8.4.4 Integration with SAP Biller Direct
455
8.5 Summary
458
Appendices
459
A SAP Navigation
461
A.1 SAP Easy Access Settings
463
A.2 The SAP GUI
464
A.3 Finding Transaction Code Names
470
A.4 Creating Favorites
471
A.5 Managing Favorites
472
A.6 Transaction Access
473
A.7 Multiple SAP Sessions
473
B Output Processing in Sales and Distribution
475
B.1 Output Settings in Condition Records
475
B.2 Output Settings in Delivery Orders
485
C Availability Check
489
D Global Available-to-Promise
495
D.1 What Global ATP Does for Your Company
495
D.2 Global ATP Task Flow
496
D.3 Global ATP for Sales and Distribution
498
E The Authors
507
Index
509