Preface

15

What This Book Covers

15

Acknowledgments

16

1 Introduction to Sales and Distribution with SAP S/4HANA

19

1.1 The SAP Ecosystem

19

1.1.1 Origin Story

19

1.1.2 Progression from SAP R/2 to SAP R/3 to SAP ERP to SAP S/4HANA

20

1.1.3 On-Premise SAP S/4HANA and SAP S/4HANA Cloud

22

1.2 Changes from SAP ERP to SAP S/4HANA

24

1.2.1 User Interface

24

1.2.2 Table Management

29

1.2.3 Master Data Management

31

1.2.4 Functional Sales Related Changes

40

1.3 Transactional Data

49

1.3.1 Presales

49

1.3.2 Sales Documents

51

1.3.3 Deliveries

54

1.3.4 Billing

55

1.3.5 Accounting

55

1.4 Summary

55

2 System Prerequisites

57

2.1 Configuration Tools in SAP S/4HANA

57

2.1.1 SAP Activate Methodology

57

2.1.2 SAP Model Company

58

2.2 Master Data

60

2.2.1 Customer Master

60

2.2.2 Material Master

70

2.2.3 Pricing

77

2.2.4 Other Uses for the Condition Technique

83

2.3 Service Business versus Hard Goods

91

2.4 Summary

92

3 User Navigation

95

3.1 Executing Transaction Codes with SAP GUI

95

3.1.1 Updating Transaction Settings

96

3.1.2 Transactional Basics

98

3.1.3 Transaction Structures

100

3.1.4 Running Report Transactions

101

3.2 Running SAP Fiori Apps with the SAP Fiori Launchpad

107

3.2.1 Setting Up SAP Fiori for Maximum Productivity

107

3.2.2 SAP Fiori Apps for Sales and Distribution

114

3.2.3 My Sales Overview

116

3.2.4 Sales Order Fulfillment Issues

117

3.3 Sales and Distribution Screens

120

3.3.1 Header Information

120

3.3.2 Line-Item Information

121

3.4 Summary

121

4 Presales Inquiries

123

4.1 Process Overview

123

4.2 Document Types

124

4.3 Create an Inquiry Document

125

4.3.1 Header Data

126

4.3.2 Line-Item Data

128

4.3.3 Other Header and Line-Item Data

129

4.3.4 Incompletion Log

133

4.3.5 Printing Output

134

4.3.6 Managing Sales Inquiries App

136

4.4 Change and Display an Inquiry Document

138

4.4.1 Document Flow and Status Overview

141

4.4.2 Create Subsequent Order

143

4.4.3 Create with Reference

144

4.4.4 Mass Change

144

4.4.5 Manage Sales Inquiries App

145

4.5 List of Inquiries

147

4.5.1 Mass Change

151

4.5.2 Manage Sales Inquiries

152

4.6 Summary

157

5 Presales Quotations

159

5.1 Process Overview

159

5.2 Document Types

160

5.3 Create a Quotation Document

161

5.3.1 Header Data

162

5.3.2 Line-Item Data

164

5.3.3 Other Header and Line-Item Data

164

5.3.4 Printing Output

170

5.3.5 Manage Sales Quotations App FIORI

172

5.4 Change and Display a Quotation Document (SAP GUI)

173

5.4.1 Document Flow and Status Overview

177

5.4.2 Create Subsequent Order

179

5.4.3 Create with Reference

179

5.4.4 Mass Change

180

5.4.5 Manage Sales Quotations App

180

5.5 List of Quotations

182

5.6 Summary

184

6 Sales Orders

185

6.1 Process Overview

185

6.2 Document Types

186

6.2.1 Standard Orders

187

6.2.2 Rush Orders

188

6.2.3 Cash Sales

189

6.2.4 Consignment Sales

189

6.2.5 Third-Party Sales

191

6.2.6 Returns

192

6.2.7 Debit and Credit Notes

194

6.2.8 Outline Agreements

194

6.3 Item Categories

195

6.4 Hard Goods Processing

198

6.4.1 Accounting Impacts

198

6.4.2 Schedule Lines

200

6.4.3 Availability Check

201

6.4.4 Scheduling

202

6.4.5 Plant Determination

206

6.4.6 Shipping Point Determination

207

6.4.7 Route Determination

209

6.5 Service Processing

211

6.6 Create a Sales Order Document (SAP GUI)

212

6.6.1 Header Data

214

6.6.2 Line-Item Data on the Overview Screen

217

6.6.3 Other Header and Line-Item Data

217

6.6.4 Incompletion Log

224

6.6.5 Printing Output

225

6.7 Managing Sales Orders App

227

6.8 Change and Display a Sales Order Document (SAP GUI)

229

6.8.1 Overview Tabs

232

6.8.2 Header and Line-Item Tabs

233

6.8.3 Document Flow and Status Overview

235

6.8.4 Create Subsequent Document

237

6.8.5 Create with Reference

237

6.8.6 Mass Change

237

6.9 Change and Display a Sales Order Document (SAP Fiori)

238

6.10 List of Sales Orders (SAP GUI)

241

6.11 Summary

243

7 Delivery

245

7.1 Process Overview

245

7.2 Document Types

245

7.3 Create a Delivery Document

246

7.3.1 Creation of a Single Delivery Using Transaction VL01N

248

7.3.2 Creation of a Single Delivery without Reference Using Transaction VL01NO

258

7.3.3 Creating a Delivery from within a Sales Order

260

7.3.4 Collective Delivery Processing

261

7.3.5 SAP Fiori Apps

271

7.3.6 Delivery Splits

273

7.4 Changing a Delivery Document

273

7.4.1 Picking

274

7.4.2 Packing

275

7.4.3 Post Goods Issue

282

7.4.4 Printing Delivery Outputs

282

7.4.5 Delivery Monitor

283

7.5 Further Delivery Processing

284

7.5.1 Shipments

284

7.5.2 Proof of Delivery

285

7.6 Summary

286

8 Billing

287

8.1 Process Overview

287

8.2 Document Types

288

8.3 Standard Invoices

288

8.3.1 Header Data

290

8.3.2 Billing Item Data

299

8.3.3 Item Partners

304

8.3.4 Conditions

304

8.3.5 Item Texts

305

8.3.6 PO Data

305

8.4 Debit Memos and Credit Memos

307

8.5 Billing Plans

308

8.6 Intercompany Billing

310

8.7 Creating a Billing Document

312

8.7.1 Creating a Billing Document Using Transaction VF01

312

8.7.2 Delivery-Related Billing

312

8.7.3 Order-Related Billing

314

8.7.4 Creating a Billing Document Using Transaction VF04

315

8.7.5 Creation of Billing Documents in SAP Fiori

317

8.7.6 Changing Billing Documents

318

8.7.7 Printing Outputs

319

8.8 Other Billing Functionality

320

8.8.1 Invoice Splits

320

8.8.2 Invoice Lists

322

8.8.3 Transfer to Accounting

324

8.9 Summary

326

9 Reversals

327

9.1 Process Overview

327

9.2 Document Types

328

9.3 Create a Returns Order Document (SAP GUI)

329

9.3.1 Level of Completion: Document Flow

330

9.3.2 Creating the Returns Order

331

9.3.3 Header Data

332

9.3.4 Line-Item Data on the Overview Screen

334

9.4 Incompletion Log

335

9.5 Create a Returns Delivery Document

336

9.6 Optional Goods Issue Reversal

339

9.7 Remove Billing Block

341

9.8 Create a Credit Invoice

343

9.9 Create Returns Order (SAP Fiori)

346

9.9.1 Remove Billing Block

348

9.9.2 Level of Completion: Document Flow

350

9.10 Create a Returns Delivery Document

352

9.11 Create a Credit Invoice (SAP Fiori)

353

9.12 Reversal Matrix

356

9.13 Summary

372

10 Rebates and Settlement Management

373

10.1 Process Overview

373

10.2 Condition Contract Management

374

10.2.1 Types of Condition Contracts

375

10.2.2 Condition Contract Search

381

10.2.3 Mass Processing

382

10.3 Accrual Processing

384

10.4 Account Determination for Accruals

384

10.5 Processing Settlements

389

10.5.1 Settlement Calculation Processing

389

10.5.2 Settlement Types in Condition Contracts

390

10.6 Summary

398

11 Warranty and Repairs

401

11.1 Process Overview

401

11.2 Documents in the Repair Process

401

11.3 Summary

404

12 Accounts Receivable

405

12.1 Process Overview

405

12.2 Document Types

406

12.3 Overview of Accounts Receivable for Sales and Distribution People

406

12.3.1 Accounting Impact

407

12.3.2 Clearing a Receivable in SAP S/4HANA

407

12.3.3 Customer Line Item Display

408

12.3.4 Cleared Documents

410

12.3.5 Other Reporting

411

12.3.6 Closing Periods

412

12.3.7 Summary

413

Appendices

415

A Key Transaction Codes

417

B SAP Fiori Apps

423

B.1 Transactional Apps

423

B.2 Factsheet Apps

425

B.3 Analytical Apps

426

B.4 Summary

428

C The Authors

429

Contributor

430