Put a screen shot of the resulting Document Flow from Step 17 and the Inquiry number, Sales Order number, Outbound Delivery number and the Payment Document number in the submission folder. The SD Challenge Exercise does not need to be done.
CASE STUDY CASE STUDY Sales and Distribution (SD) This case study explains an integrated sales and distribution process in detail and thus fosters a thorough understanding of each process step and underlying SAP functionality. Product S/4HANA 1809 Global Bike GUI 7.50 Level Beginner Focus Sales and Distribution Authors Bret Wagner Stefan Weidner Version 3.3 Last Update May 2019 MOTIVATION The data entry requirements in the sales & distribution exercises (SD 1 through SD 5) were minimized because much of the data was stored in the SAP system. This stored data, known as master data, simplifies the processing of business transactions. In the sales order process, we used master data for customers, materials (the products we sold) and pricing to simplify the sales order process. In this case study, we will create the master data for a new customer. PREREQUISITES Before you use this case study, you should be familiar with navigation in the SAP system. In order to successfully work through this case study, it is not necessary to have finished the SD exercises (SD 1 through SD 5). However, it is recommended. NOTES This case study uses the Global Bike (GB) data set, which has exclusively been created for SAP UA global curricula. Process Overview Learning Objective Understand and perform an integrated order-to-cash cycle. Scenario In order to process a complete order-to-cash process you will take on different roles within the GB company, e.g. sales agent, warehouse worker, accounting clerk. Overall, you will be working in the Sales and Distribution (SD), the Materials Management (MM) and the Financial Accounting (FI) departments. Employees involvedDavid Lopez (East Rep. Miami) Maria Diaz (Sales Person 1) Matthias Dosch (Sales Person 2) Sandeep Das (Warehouse Supervisor) Sergey Petrov (Warehouse Employee) Stephanie Bernard (Billing Clerk) Jamie Shamblin (Cost Accountant) Time 120 min You start the sales order process by creating a new business partner (BP) with the role customer (The Bike Zone) in Orlando. Then, you receive an inquiry which you will process into a quotation. Once the quotation is accepted by the customer you create a sales order referencing the quotation. As you will have enough bikes in stock, you deliver the products sold to your customer, create an invoice and receive the payment. The graphic below displays the complete process (17 tasks). Table of Contents Process Overview2 Step 1: Create New Customer4 Step 2: Create Contact Person for Customer9 Step 3: Create BP relationship11 Step 4: Create Customer Inquiry13 Step 5: Create Customer Quotation19 Step 6: Create Sales Order Referencing a Quotation25 Step 7: Check Stock Status27 Step 8: Display Sales Order30 Step 9: Start Delivery Process33 Step 10: Check Stock Status35 Step 11: Pick Materials on Delivery Note37 Step 12: Post Goods Issue38 Step 13: Check Stock Status39 Step 14: Create Invoice for Customer41 Step 15: Display Billing Document and Customer Invoice43 Step 16: Post Receipt of Customer Payment45 Step 17: Review Document Flow48 SD Challenge50 Step 1: Create New Customer Task Create a new customer. Short Description Use the SAP Easy Access Menu to create a new customer. Name (Position) David Lopez (East Rep. Miami) Time 10 min In this case study, we will create the master data for a new customer. Two types of customer data are stored about a customer – sales data and accounting data. The customer master data is created in three groups, or views – general, accounting, and sales. Customers can be created centrally, meaning that all views are generated concurrently, or responsibility can be distributed so that different personnel in the accounting and sales areas are responsible for creating and maintaining the data in their respective views. For this exercise, central creation will be used to enter all of the needed data to define a new customer. To create a new customer, follow the menu path: Logistics ► Sales and Distribution ► Master Data ► Business Partner ► Customer ► Create ► Complete This will produce the following screen. Menu path In the Create Business Partner screen choose Organization. Press enter. In the Create Organization: Role FI Customer screen make sure, that for the field Create in BP role: FI Customer (New) is selected. Enter Company for Title, The Bike Zone for Name and your number (###) for Search Term. Further, enter 2144 N Orange Ave for Street, 32804 for Postal Code, Orlando for City, US for Country and FL for Region. Select English for Language. Organization Company The Bike Zone 2144 N Orange Ave 32804 Orlando US, FL English Then click on in the area Standard Address to see additional address options. Use the F4-help in the field Transportation Zone and choose Region East with a double click. Region East Then click on . Enter US00 for Company Code and confirm with Enter. US00 Note Depending on the width of your SAP GUI window you might not be able to see Company Code. In this case you can either look under More ► Company Code or press Ctrl + F2. In the tab Customer: Account Management enter 110000 for Reconciliation acct. and 001 for Sort key. 110000 001 Then click on the tab Customer: Payment Transactions and enter 0001 for Payment terms. Confirm with Enter. In the drop down menu behind Create in BP role, choose Customer. In the pop-up screen click on . 0001 Click on and enter UE00 for Sales Org., WH for Distr. Channel and BI for Division. Confirm with Enter. UE00 WH BI Make sure that USD is entered for Currency and 1 is entered for Cust.pric.proc. Enter US0003 for Sales District, 01 for Customer Group and 01 for Price Group. Then click on the tab “Shipping”. USD 1 US0003 01 1 Enter 02 for Delivery Priority, 01 for Shipping Conditions, MI00 for Delivering Plant and 3 for Max.Part.Deliveries. Check with the screen below. 02 01 MI00 3 Navigate to the tab Billing and enter FOB for Incoterms and Miami for Incoterms Location, 0001 for Payment Terms, 01 for Acct Assmt Grp Cust. and 0 for all three Tax classific. Check with the screen below. FOB Miami 0001 01 0 Click on to save your new customer data. The SAP-System creates a unique customer number. Click on to return to the SAP Easy Access screen. Step 2: Create Contact Person for Customer Task Create a contact person for a customer. Short Description Use the SAP Easy Access Menu to create a contact person. Name (Position) Maria Diaz (Sales Person 1) Time 5 min Now that we have created the master data for our new customer, The Bike Zone, we can create the master data for a contact person. A contact person is an employee/representative of the new customer’s company. The contact person defines a specific person to communicate with when dealing with The Bike Zone. To create a contact person, follow the menu path: Logistics ► Sales and Distribution ► Master Data ► Business Partner ► Contact Person ► Create This will produce the following screen. Menu path If your customer number is not entered by default, then search for your new customer using the F4 help with search term ###. When your customer number is entered, click on Enter which will produce the following screen. ### Click on the button to create a new person. Choose “Contact Person” in the drop-down menu next to Create in BP role. In the new pop-up screen Change to another BP role in create mode click on . Enter a Title, first name and last name of your choice. Further enter EN for Correspondence lang. and US for country. Check with the screen below and click on . Title First name Last name EN US Your contact person will be given a unique number. Click on the exit icon to return to the SAP Easy Access screen. Step 3: Create BP relationship Task Create BP relationship. Short Description Use the SAP Easy Access Menu to create a business partner relationship. Name (Position) Maria Diaz (Sales Person 1) Time 5 min The contact person created for The Bike Zone needs to be assigned as a business partner within the customer master. To change a customer master record, follow the menu path: Logistics ► Sales and Distribution ► Master Data ► Business Partner ► Customer ► Change ► Sales and Distribution This will produce the following screen. Menu path If the customer number is not entered by default, search for it using the F4 help and the search term ### (your number). Make sure that following values are entered: UE00 for Sales Organization, WH is entered for Distribution Channel, and BI for Division. Then, press Enter. Click on . UE00 WH BI Make sure that Has Contact Person is selected in Relationship Cat. In the field “Relationship to BP” enter the number of your contact person. If you do not remember the number, use the F4-help and search for your person’s last name in the tab “Partner by Address”. Choose you contact partner with a double click and then click on in the screen Organization: maintain relationships. In the next screen, make sure that The Bike Zone is mentioned as your business partner and your contact person is chosen. Enter 1 for VIP, 0002 for Department and 0002 for Function. Then click on . Compare with the screen below and safe with Click on the exit icon to return to the SAP Easy Access screen. Step 4: Create Customer Inquiry Task Create a customer inquiry. Short Description Use the SAP Easy Access Menu to create a customer inquiry. Name (Position) Matthias Dosch (Sales Person 2) Time 10 min Now we will enter an inquiry from our new customer, The Bike Zone. An inquiry is a customer’s request to be provided with sales information without obligation. An inquiry can relate to materials or services, conditions, and if necessary delivery dates. To create an inquiry, follow the menu path: Logistics ► Sales and Distribution ► Sales ► Inquiry ► Create This will produce the following screen. Menu path Enter the following information: IN for Inquiry Type, UE00 for Sales Organization, WH for Distribution Channel and BI for Division. Then click on . This will produce the following screen.