To receive full points for this assignment, you will need to complete all 17 steps of the SD (Sales and Distribution) case study (file attached below) AND you will need to upload the completed Sales and Distribution execution in SAP - ANSWER SHEET (file attached below).
First step, please read Chapter 5 (The Fulfillment Process) inBusiness Process Integration in SAP ERPby Magal and Word (book used in previous SAP courses) and review the video presentation (or presentation file) provided in Canvas. Once you are familiar with the fulfillment process, please proceed with logging into SAP and complete the case study exercise.
You can find your user for SAP in the excel file attached below. All users have a default password ofglobal5which will need to be changed the first time you login. Please make sure to remember your password as password requests may takeup to 72 hoursto resolve. If you need a password reset please email me directly and tell me your class section and username. Needing your password reset does not constitute a valid reason for the assignment to be turned in late. When logging in make sure to set "Client" to 375
Here is the link to login to SAP:
https://lyon.cob.csuchico.edu:8027/fiori
Note I change the password already so my credentials are
Password: LEARN-009
PASSWORD Hadassah2009#
CLIENT 327
SD Case study - with questions (student).docx
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SD case study - answer sheet.docx
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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 Fiori 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 (GBI) 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 GBI 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 Customer5 Step 2: Create Contact Person for Customer14 Step 3: Create BP relationship16 Step 4: Create Customer Inquiry20 Step 5: Create Customer Quotation26 Step 6: Create Sales Order Referencing a Quotation33 Step 7: Check Stock Status37 Step 8: Display Sales Order40 Step 9: Start Delivery Process44 Step 10: Check Stock Status46 Step 11: Check Outbound Delivery Status48 Step 12: Post Goods Issue51 Step 13: Check Stock Status53 Step 14: Create Invoice for Customer56 Step 15: Display Billing Document and Customer Invoice58 Step 16: Post Receipt of Customer Payment60 Step 17: Review Document Flow63 Learning Snacks65 SD Challenge67 Step 1: Create New Customer Task Create a new customer. Short Description Use the SAP Fiori Launchpad to create a new customer. Name (Position) David Lopez (East Rep. Miami) Time 15 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, use the app Maintain Business Partner. Fiori App In the Maintain Business Partner screen choose . Organization Note: The business partner is created superordinate and assigned roles (for example customer, vendor). The different roles are created at specific organizational levels (company code, sales area). Business partners can be categorized as a person, group, or organization, as follows: · An organization represents units, such as a company (for example, a legal person), parts of a legal entity (for example, a department) or an association. Organization is an umbrella term to map every kind of situation in the day-to-day business activities. · A group represents a shared living arrangement, a married couple, or an executive board. In the Create Organization screen select in the drop-down menu for Create in BP role the Business Partner FI Customer. In the pop-up Change to another BP role in create mode choose . FI Customer 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. Company The Bike Zone ### 2144 N Orange Ave 32804 Orlando US, FL English Then click on the expand icon (on the right of Standard Address) to access additional street address fields. Scroll down and click on the search icon next to the Transportation Zone field or click into the field Transportation Zone and press the F4 key. This will produce the following pop-up window. Double-click on Region East to select it. Region East Note: In the general role of the business partner (BP), the business partner name and address is entered. The general role data is relevant for sales and distribution and for accounting. To avoid data redundancy, it is stored centrally (client-specific). It is valid for all organizational units within a client. Clicking on will produce the following screen. There Enter US00 for Company Code and confirm with Enter. Note: Depending on the size of your browser window, you may not see the company code. In this case you will find it 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. 0001 In the drop down menu on the top Create in BP role choose Customer. In the pop-up Change to another BP role in create mode choose . You will receive the message, that you created a Business partner. Now you want to add additional information in the BP role Customer. Q1. What is the number associated to the created business partner? Click on and enter UE00 for Sales Org., WH for Distr. Channel and BI for Division. Confirm with Enter. UE00 WH BI Enter US0003 for Sales District, USD as Currency, 01 for Price Group and 1 for Customer Stats.Group. US0003 USD 01 1 Then click on the tab Shipping. 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. Choose again FI Customer (defined) in the drop-down menu Change in BP role. If necessary, choose the button FI Customer (defined) Note: You have created a customer with a unique number. And for this customer you have also created a unique Business partner number. With the Business partner number, you can assign your customer more roles. Q2. What is the number associated to the created customer? Click on the home icon to return to the Fiori Launchpad overview. Step 2: Create Contact Person for Customer Task Create a contact person for a customer. Short Description Use the SAP Fiori Launchpad to create a contact person. Name (Position) Maria Diaz (Sales Person 1) Time 10 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, use again the app Maintain Business Partner. Fiori App In the Create Business Partner screen choose . Person In the drop down menu Create in BP role choose Contact Person. In the pop-up Change to another BP role in create mode choose . Enter a Title, first name and last name of your choice. Enter ### as Search Term. Further enter EN for Correspondence lang. and US for country. Check with the screen below and click on the button . Contact Person Title First name Last name ### EN US Your contact person will be given a unique number. Q3. What is the number associated to the created contact person? Click on the home icon to return to the Fiori Launchpad overview. Step 3: Create BP relationship Task Create BP relationship. Short Description Use the SAP Fiori Launchpad to create a Busines 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 assign your new customer with the contact person you created in the step before, use the app Create BP relationship. Fiori App In the field Relationship Category use the F4 help. Select there Has Contact Person. F4 Has Contact Person Confirm with . In the field Business Partner 1 search for your Customer you created in the first step. Use therefore the F4 help. Navigate to the Partner, General tab. Enter for Name1/last name The Bike Zone and in the Search term 1 field your three digital numbers ### and confirm with Enter or