Configuring Sales in SAP S/4HANA

Book Information

• Publisher: SAP PRESS
• Authors: Christian van Helfteren
• Year: 2022
• Edition: 2
• Pages: 905
• Language: English

Description

Looking to get SAP S/4HANA Sales up and running? This book has all the expert guidance you need! Start with the organizational structure and master data, including customer-vendor integration. Then follow click-by-click instructions to configure your key SD processes: pricing, sales order management, ATP and supply protection, shipping, billing, and more. Including SAP Fiori reports and KPIs, this is your all-in-one sales resource!

• Set up sales order management, shipping and delivery, billing and invoicing, and more
• Configure your SAP S/4HANA system with step-by-step instructions
• Explore key reports and analytics for sales and distribution

Key Highlights

• Organizational structure
• Business partners
• Customer-vendor integration
• Material master
• Pricing
• Sales contract and agreement management
• Sales order management
• Available-to-promise (ATP)
• Supply protection
• Shipping and delivery
• Billing and invoicing
• Reporting

You'll learn about

• Master Data:
  See how to configure new business partners in your system, and perform customer-vendor integration (CVI) to manage customer data. Then learn about the material master data that’s integral to your sales processes.
• Configuration:
  Walk through step-by-step instructions to configure your sales and distribution processes in SAP S/4HANA, from managing sales orders and condition contracts to shipping, delivery, billing, and invoicing.
• Reporting:
  Get the most out of your sales data! Explore operational reports and due lists with SAP Fiori and SAP GUI. Analyze the KPIs that mean the most to your business.

Table of Contents

• Preface
• Objective of This Book
• Scope of This Book
• SAP GUI and SAP Fiori
• SAP GUI
• SAP Fiori Launchpad
• Target Audience
• How to Read This Book
• Implementation Notes

• 1 Organizational Structure and General Settings
• 1.1 Company Codes
• 1.2 Sales Areas
• 1.2.1 Designing the Sales Hierarchy
• 1.2.2 Sales Organizations
• 1.2.3 Distribution Channels and Distribution Chains
• 1.2.4 Divisions
• 1.2.5 Sales Areas
• 1.2.6 Plant Assignment
• 1.2.7 Credit Control Area Assignment
• 1.3 Sales Offices and Sales Groups
• 1.3.1 Sales Offices
• 1.3.2 Sales Groups
• 1.4 Shipping Points and Loading Points
• 1.4.1 Shipping Points
• 1.4.2 Loading Points
• 1.5 Transportation Planning Points
• 1.6 Summary

• 2 Business Partner Master Data
• 2.1 Creating a New Organization as a Business Partner
• 2.1.1 Business Partner Creation Overview
• 2.1.2 Main Business Partner Attributes
• 2.1.3 Transaction BP and Field Status
• 2.2 General Data
• 2.2.1 Address
• 2.2.2 Address Overview
• 2.2.3 Identification
• 2.2.4 Control
• 2.2.5 Payment Transactions
• 2.2.6 Status
• 2.2.7 Legal Data
• 2.2.8 Customer: General Data
• 2.2.9 Customer: Tax Data
• 2.2.10 Customer: Additional Data
• 2.2.11 Customer: Unloading Points
• 2.2.12 Customer: Texts
• 2.3 Sales Information
• 2.3.1 Orders
• 2.3.2 Shipping
• 2.3.3 Billing
• 2.3.4 Partner Functions
• 2.3.5 Additional Data
• 2.3.6 Status
• 2.3.7 Customer: Texts
• 2.3.8 Credit Management
• 2.4 Customer Hierarchy
• 2.4.1 Assigning Sales Areas for Customer Hierarchy
• 2.4.2 Customer Hierarchy Master Data
• 2.5 Deleting Business Partners
• 2.6 People as Business Partners
• 2.6.1 Main Attributes for Person as a Business Partner
• 2.6.2 Person Address Data
• 2.6.3 Person Identification Data
• 2.7 Groups as Business Partners
• 2.7.1 Main Attributes for Groups as Business Partner
• 2.8 Relationships
• 2.8.1 Creating a Relationship
• 2.8.2 Relationship Format
• 2.8.3 Legacy Contact Person Relationships
• 2.9 Customer-Vendor Integration
• 2.9.1 Business Partner Two-Way Relationship with Customers and Vendors
• 2.9.2 Business Partner Groups, Customer/Vendor Account Groups, and Number Ranges
• 2.9.3 Precheck Report CVI Criteria
• 2.9.4 Tax Number Categories
• 2.9.5 Industry Mapping
• 2.9.6 Other Synchronization Mapping
• 2.9.7 Manual Assignment to Business Partners
• 2.9.8 Synchronization Cockpit
• 2.9.9 Employee Synchronization
• 2.9.10 Application Log
• 2.9.11 Browsing Links
• 2.10 Summary

• 3 Material Master Data
• 3.1 Manage Product Master Data App
• 3.2 Sales Organization Data: Sales View 1
• 3.2.1 Base Unit of Measure
• 3.2.2 Sales Unit of Measure
• 3.2.3 Unit of Measure Group
• 3.2.4 Material Status
• 3.2.5 Delivery Plant
• 3.2.6 Material Group
• 3.2.7 Cash Discount and Conditions
• 3.2.8 Tax Data
• 3.2.9 Quantity Stipulations
• 3.3 Sales Organization Data: Sales View 2
• 3.3.1 Material Statistics Group
• 3.3.2 Material Price Group
• 3.3.3 Material Volume Rebate Group
• 3.3.4 Material Account Assignment Group
• 3.3.5 Item Category Group
• 3.3.6 Pricing Reference Material
• 3.3.7 Product Hierarchy
• 3.3.8 Commission Group
• 3.3.9 Material Groups 1 through 5
• 3.3.10 Product Attributes
• 3.4 Sales: General/Plant Data
• 3.4.1 General Data
• 3.4.2 Shipping Data
• 3.4.3 Packaging Material Data
• 3.4.4 General Plant Parameters
• 3.5 International Trade: Export
• 3.5.1 Defining Control Codes
• 3.6 Sales Text
• 3.7 Customer-Material Information Records
• 3.7.1 Customer-Material Information Record in SAP GUI
• 3.7.2 Manage Customer Materials App
• 3.8 Summary

• 4 Pricing and the Condition Technique
• 4.1 Pricing
• 4.1.1 Pricing Condition Records: Master Data
• 4.1.2 Pricing Condition Tables
• 4.1.3 Pricing Access Sequences
• 4.1.4 Pricing Condition Types
• 4.1.5 Pricing Procedures
• 4.2 Free Goods
• 4.2.1 Free Goods Condition Records: Master Data
• 4.2.2 Free Goods Condition Table
• 4.2.3 Free Goods Access Sequence
• 4.2.4 Free Goods Condition Type
• 4.2.5 Free Goods Procedure
• 4.3 Material Determination
• 4.3.1 Material Determination Condition Records: Master Data
• 4.3.2 Material Determination Condition Tables
• 4.3.3 Material Determination Access Sequences
• 4.3.4 Material Determination Condition Types
• 4.3.5 Material Determination Procedures
• 4.3.6 Material Determination SAP Fiori Apps
• 4.4 Cross-Selling
• 4.4.1 Cross-Selling Condition Records: Master Data
• 4.4.2 Cross-Selling Condition Tables
• 4.4.3 Cross-Selling Access Sequences
• 4.4.4 Cross-Selling Condition Types
• 4.4.5 Cross-Selling Procedures
• 4.4.6 Cross-Selling/Dynamic Product Proposal Profiles
• 4.4.7 Special Item Category Determination
• 4.4.8 Cross-Selling SAP Fiori Apps
• 4.5 Dynamic Product Proposal
• 4.5.1 Dynamic Product Proposal Templates/Master Data
• 4.5.2 Dynamic Product Proposal Procedures and Access Sequences
• 4.5.3 Procedure Determination for Product Proposals
• 4.5.4 Generating Product Proposal (Program SDPVGEN)
• 4.5.5 Maintaining Algorithm Parameters for Intelligent Product Proposal
• 4.5.6 Generating Intelligent Product Proposal (Program SDPVGEN_ENHANCED)
• 4.5.7 Product Proposal SAP Fiori Apps
• 4.6 Listing/Exclusion
• 4.6.1 Listing/Exclusion Condition Records: Master Data
• 4.6.2 Listing/Exclusion Condition Tables
• 4.6.3 Listing/Exclusion Access Sequences
• 4.6.4 Listing/Exclusion Condition Types
• 4.6.5 Listing/Exclusion Procedures
• 4.6.6 Listing/Exclusion SAP Fiori Apps
• 4.7 Output Determination and Management
• 4.7.1 Output Determination Condition Records: Master Data
• 4.7.2 Output Determination Condition Tables
• 4.7.3 Output Determination Access Sequences
• 4.7.4 Output Determination Condition Types
• 4.7.5 Output Determination Procedures
• 4.7.6 Output Determination SAP Fiori Apps
• 4.8 Bonus Buy
• 4.8.1 Bonus Buy Material Categories
• 4.8.2 Bonus Buy Master Data
• 4.8.3 Maintaining the Bonus Buy Application
• 4.8.4 Bonus Buy Profiles
• 4.8.5 Bonus Buy Number Ranges
• 4.8.6 Bonus Buy Condition Types
• 4.8.7 Bonus Buy Access Sequences
• 4.8.8 Bonus Buy Condition Tables
• 4.8.9 Bonus Buy Pricing Schemas
• 4.9 Summary

• 5 Sales Contract and Agreement Management
• 5.1 Master, Value, and Quantity Contracts
• 5.1.1 Master Contracts
• 5.1.2 Quantity Contracts
• 5.1.3 Value Contracts
• 5.2 Sales Condition Contracts and Settlement Management
• 5.2.1 Monitoring Customer Condition Contracts
• 5.2.2 Executing Condition Contract Settlement
• 5.2.3 Configuring Condition Contract Settlement
• 5.2.4 Settlement Documents (Accrual and Settlement)
• 5.2.5 Absence of Default Configuration
• 5.3 Scheduling Agreements
• 5.4 Summary

• 6 Sales Order Management
• 6.1 Creating Sales Documents
• 6.1.1 Sales Order Types
• 6.1.2 Assigning Sales Areas to Sales Document Types
• 6.1.3 Sales Orders Number Ranges
• 6.2 Creating Standard Orders: Overview
• 6.2.1 Header
• 6.2.2 Sales
• 6.2.3 Item Overview
• 6.2.4 Item Detail
• 6.2.5 Ordering Party
• 6.2.6 Procurement
• 6.2.7 Shipping
• 6.2.8 Configuration
• 6.2.9 Reason for Rejection
• 6.2.10 All Items
• 6.3 Creating Standard Orders: Header Data
• 6.3.1 Sales
• 6.3.2 Shipping
• 6.3.3 Billing Document
• 6.3.4 Electronic Payments
• 6.3.5 Billing Plan
• 6.3.6 Accounting
• 6.3.7 Conditions
• 6.3.8 Account Assignment
• 6.3.9 Partner
• 6.3.10 Texts
• 6.3.11 Order Data
• 6.3.12 Status
• 6.3.13 Additional Data
• 6.4 Creating Standard Orders: Item Data
• 6.4.1 Sales A
• 6.4.2 Sales B
• 6.4.3 Shipping
• 6.4.4 Billing Document
• 6.4.5 Conditions
• 6.4.6 Account Assignment
• 6.4.7 Schedule Lines
• 6.4.8 Partner
• 6.4.9 Texts
• 6.4.10 Order Data
• 6.4.11 Status
• 6.4.12 Structure
• 6.4.13 Additional Data
• 6.4.14 Variant Configuration (Configurable Materials)
• 6.5 Incompletion Procedure: Log of Incomplete Items
• 6.5.1 Defining Incompletion Procedures
• 6.5.2 Assigning Incompletion Procedures
• 6.6 Rush Orders
• 6.7 Cash Sales (Retail)
• 6.8 Summary

• 7 Available to Promise and Transfer of Requirements
• 7.1 Product Availability Check
• 7.1.1 Backward Scheduling
• 7.1.2 Forward Scheduling
• 7.2 ATP Checks
• 7.2.1 Process Overview
• 7.2.2 Schedule Line Details
• 7.2.3 Availability Overview and Scope of ATP Check
• 7.2.4 Backorder Rescheduling
• 7.2.5 Supply Protection
• 7.3 Transfer of Requirements
• 7.3.1 Configuring Requirement Classes
• 7.3.2 Configuring Requirement Types
• 7.3.3 Determining Requirement Type by Item Category and MRP Type
• 7.3.4 Defining Procedure for Each Schedule Line Category
• 7.4 Segmentation Strategy
• 7.5 Product Allocation
• 7.5.1 Activating Product Allocation
• 7.5.2 Configuring Product Allocation Object
• 7.5.3 Managing Product Allocation Planning Data
• 7.5.4 Managing Product Allocation Sequences
• 7.5.5 Assigning Product to Product Allocation
• 7.5.6 Effect of Product Allocation on the ATP Check
• 7.6 Rule-Based Available to Promise
• 7.6.1 Business Transactions
• 7.6.2 Item-Level Rules
• 7.7 Summary

• 8 Drop Shipments and Special Orders
• 8.1 Drop Shipments
• 8.1.1 Process Overview
• 8.1.2 Schedule Line Category
• 8.1.3 Incompletion Procedure for Schedule Line Category
• 8.2 Special Orders
• 8.3 Purchase Requisitions and Purchase Orders
• 8.4 Vendor Interfaces
• 8.5 Statistical Goods Receipt
• 8.6 Vendor Invoice Receipt
• 8.7 Drop Shipment Billing
• 8.7.1 Sales Order Types
• 8.7.2 Billing Copy Control for Drop Shipment Billing
• 8.7.3 Item Categories
• 8.8 Summary

• 9 Shipping and Delivery
• 9.1 Shipping Points
• 9.1.1 Assigning Shipping Points
• 9.2 Delivery Documents
• 9.2.1 Creating Deliveries: Overview
• 9.2.2 Defining Delivery Document Types
• 9.2.3 Number Ranges for Delivery Documents
• 9.2.4 Assigning Picking Locations
• 9.2.5 Item Categories for Deliveries
• 9.3 Create Delivery: Header Details
• 9.3.1 Processing
• 9.3.2 Picking
• 9.3.3 Loading
• 9.3.4 Shipment
• 9.3.5 International Trade
• 9.3.6 Financial Processing
• 9.3.7 Administration
• 9.3.8 Partner
• 9.3.9 Texts
• 9.3.10 Conditions
• 9.3.11 Dates
• 9.3.12 Parcel Tracking
• 9.4 Create Delivery: Item Details
• 9.4.1 Processing
• 9.4.2 Material
• 9.4.3 Batch Split
• 9.4.4 Picking
• 9.4.5 Loading and Shipment
• 9.4.6 Financial Processing
• 9.4.7 Texts
• 9.4.8 Conditions
• 9.4.9 Predecessor Data
• 9.4.10 Administration
• 9.5 Decentralized Warehouse Integration
• 9.5.1 Basic Decentralized WMS Integration Setup
• 9.5.2 Batch Determination
• 9.6 Picking/Transfer Orders
• 9.7 Packing
• 9.8 Transportation Planning
• 9.8.1 Shipment Document
• 9.8.2 Defining Routes
• 9.8.3 Transportation Relevance
• 9.8.4 Number Ranges for Shipment Documents
• 9.8.5 Shipment Types
• 9.8.6 Activity Profiles
• 9.9 Post Goods Issue
• 9.10 Proof of Delivery and Valuated Stock-in-Transit
• 9.10.1 Proof of Delivery
• 9.10.2 Valuated Stock-in-Transit
• 9.11 Document Flow
• 9.12 Inbound Deliveries
• 9.12.1 Defining Receiving Points
• 9.13 Summary

• 10 Billing and Invoicing
• 10.1 Creating Billing Documents
• 10.1.1 Initial Document Selection and Document Overview
• 10.1.2 Header Details
• 10.1.3 Item Details
• 10.1.4 Partners
• 10.1.5 Conditions
• 10.1.6 Texts
• 10.1.7 Purchase Order Data
• 10.1.8 Create Billing Documents App
• 10.1.9 Create Preliminary Billing Documents App
• 10.2 Invoice Lists
• 10.3 Milestone Billing, Periodic Billing, and Down Payments
• 10.3.1 Billing Plans
• 10.3.2 Defining Billing Plan Types
• 10.3.3 Defining and Assigning Date Categories
• 10.3.4 Allocating Default Date Category to Billing Plan Types
• 10.4 Accounting Documents and Revenue Recognition
• 10.4.1 Revenue Account Determination
• 10.4.2 Cost Centers for Goods Movement
• 10.5 lntercompany Billing
• 10.5.1 Intercompany Billing Transactions
• 10.5.2 Assigning Organizational Units by Plant
• 10.5.3 Defining Internal Customer Number by Sales Organization
• 10.5.4 Billing Copy Control for Intercompany Documents
• 10.6 Pro Forma Invoices
• 10.7 Self-Billing
• 10.8 Summary

• 11 Stock Transfer Orders and lntercompany Sales
• 11.1 Stock Transfer Orders
• 11.1.1 Shipping Data for Plants
• 11.1.2 Delivery Type and Availability Check by Plant
• 11.1.3 Stock Transfers between Storage Locations
• 11.2 lntercompany Sales
• 11.3 Summary

• 12 Customer Consignment
• 12.1 Standard Customer Consignment
• 12.1.1 Process Overview
• 12.1.2 Consignment Fill-Up
• 12.1.3 Consignment Issue
• 12.2 Reverse Customer Consignment
• 12.2.1 Process Overview
• 12.2.2 Consignment Pick-Up
• 12.2.3 Consignment Return
• 12.3 Summary

• 13 Customer Complaint Management
• 13.1 Customer Returns: Advanced Returns Management
• 13.1.1 Creating with Reference
• 13.1.2 Creating without Reference
• 13.1.3 Defining Return Reasons for Customer Returns
• 13.1.4 Defining Returns Refund Codes
• 13.2 Customer Returns: Lean Returns
• 13.2.1 Defining Order Reasons
• 13.2.2 Assigning Sales Document Types and Sales Organizations to Order Reasons
• 13.3 Credit/Debit Requests
• 13.4 Invoice Correction
• 13.5 Retro-Billing
• 13.6 External Billing Document Requests
• 13.7 Free-of-Charge Orders
• 13.8 Customer Inquiries
• 13.9 Status Profiles
• 13.10 Summary

• 14 Reporting and Analytics
• 14.1 ABAP List Viewer
• 14.2 SAP Fiori versus SAP GUI Design
• 14.3 SAP Fiori Operational Reports
• 14.3.1 Manage Business Partner Master Data
• 14.3.2 Manage Sales Orders
• 14.3.3 Manage Billing Documents
• 14.3.4 Manage Billing Document Requests
• 14.3.5 Manage Customer Returns
• 14.3.6 Manage Outbound Deliveries
• 14.3.7 Manage Sales Contracts
• 14.3.8 Manage Credit Memo Requests
• 14.3.9 Manage Debit Memo Requests
• 14.3.10 Manage Sales Item Proposals
• 14.3.11 Manage Sales Quotations
• 14.3.12 Manage Settlement Documents
• 14.3.13 List Incomplete Sales Orders
• 14.3.14 List Sales Documents by Object Status
• 14.3.15 Manage Sales Orders without Charge
• 14.4 SAP GUI Operational Reports and Due Lists
• 14.4.1 List of Sales Orders
• 14.4.2 Incomplete Orders
• 14.4.3 Sales Documents by Object Status
• 14.4.4 Duplicate Documents
• 14.4.5 Display Backorders
• 14.4.6 Billing Document Due List
• 14.4.7 Log of Collective Run
• 14.4.8 Delivery Document Due List
• 14.4.9 List of Item Proposals
• 14.4.10 List of Billing Documents
• 14.4.11 Settlement Management Business Volume Report
• 14.4.12 Settlement Management Business Volume Detailed Analysis Report
• 14.4.13 Customer Rebate Arrangements
• 14.5 Analytics
• 14.5.1 Custom CDS Views
• 14.5.2 Monitor Customer Condition Contracts
• 14.5.3 Sales Order Items: Backorders
• 14.6 Key Performance Indicators
• 14.6.1 Manage KPIs and Reports
• 14.6.2 My Sales Overview
• 14.6.3 Product Allocation Overview
• 14.7 Summary

• The Author

• Index

Disclaimer

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