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Chapter 4: Sales Logistics (SD) EXERCISE SD01: CREATE GENERAL LEDGER RECONCILIATION ACCOUNT

INSTRUCTIONS TO CANDIDATES
ANSWER ALL QUESTIONS

I need four screenshots for those four questions, you can put those four images in one word document.

 

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Chapter 4: Sales Logistics (SD)

EXERCISE SD01: CREATE GENERAL LEDGER RECONCILIATION ACCOUNT

FOR ACCOUNTS RECEIVABLE AND SALE REVENUE AND SALES DISCOUNTS

A sub ledger account is used wherever there is a high volume of transactions. The

information is summarized for the general ledger into a reconciliation account.

Accounting  Financial Accounting  General Ledger  Master Records  G/L

Accounts  Individual Processing  Centrally

1. G/L Account: 11000_ _ _

2. Company Code: F_ _ _

➢ (CREATE)

Type/Description TAB:

3. G/L Account Type: Balance Sheet Account

4. Account Group: Reconciliation Accounts

5. Short Text: AR Recon_ _ _

6. G/L Acct Long Text: Accounts Receivable Reconciliation _ _ _

Control Data TAB:

7. Account currency: United States Dollar Value:

______________

8. Recon. Acct for Acct Type: Customers

Create/bank/interest TAB:

9. Field status group: Reconciliation accounts Value:

______________

➢ (SAVE)

Continued on next page

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To process billing we will need Profit & Loss Statement accounts for Sales Revenue

and Sales Discounts.

Enter the following information:

10.G/L Account: 60000_ _ _

11.Company Code: F_ _ _

➢ (CREATE)

Type/Description TAB

12.G/L Account Type: Primary Costs or Revenue

13.Account Group: Profit and loss accounts

14.Short Text Sales Revenue

15.G/L Acct Long Text: Sales Revenue_ _ _

Control Data TAB

16.Account currency: United States Dollar Value: ______________

17.Posting without tax allowed: Posting without tax allowed

18.Sort key: Posting date Value: ______________

19.CElem category: Revenues Value: ______________

Create/bank/interest TAB

20.Field status group: Revenue accounts Value: ______________

21.Post automatically only: Post automatically only

➢ (SAVE)

22.G/L Account: 61000_ _ _

23.Company Code: F_ _ _

➢ (CREATE)

Type/Description TAB

24.G/L Account Type: Primary Costs or Revenue

25.Account Group: Profit and loss accounts

26.Short Text Sales Discount

27.G/L Acct Long Text: Sales Discount_ _ _

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Control Data TAB

28.Account currency: United States Dollar Value:

______________

29.Posting without tax allowed: Posting without tax allowed

30.Sort key: Posting date Value:

______________

31.CElem category: Sales deduction Value:

______________

Create/bank/interest TAB

32.Field status group: Revenue accounts Value:

______________

33.Post automatically only: Post automatically only

➢ (SAVE)

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EXERCISE SD02: CREATE CUSTOMER

We have already created business partners (Vendors) in MM. Since we are in SD

territory now, we will create general and sales views for the customer. Remember when

we created vendors centrally in MM04? Here the same function is named Complete,

indicating that we would include not only the Sales and Distribution views, but the

Materials Management and Financial views, as well.

Logistics  Advanced Planning  Master Data  Resource  Processor 

Maintain Business Partner

The table below shows three customers – you will create a master record for

each. Perform this ENTIRE exercise (all 35 steps) for EACH customer, ONE at a

time.

We will create the following customers:

• Western Toys HQ_ _ _, Phoenix, AZ Dist.Ch: Direct

• Crosby Trinkets_ _ _, Crosby, TX Dist.Ch: Direct

• Northern Nicknacks_ _ _, Islip, NY Dist.Ch:

Wholesale

➢ Select

1. Grouping: SHSU BP Number Grouping

2. Create in BP role: Business Partner (Gen.)

➢ (ENTER)

Address Tab:

3. Name: Customer’s name (see list in table above)

4. Search term: Enter a term unique to your group (your creation, such as your

user number)

5. Postal Code: Customer’s zip code (your creation)

6. City: Customer’s city (from table above)

7. Country: USA Value: ______________

8. Region: Customer's State (from table above)Value: ______________

Click on the More fields button located to the right side of the Street Address

section

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9. Transportation zone: Enter Transportation zone, based on comparison of

customer’s state with the two zone choices – use the lookup

button to display choices (the value entered is used for route

determination)

10.Tax Jurisdictn: _ _0000000 (State code plus 7 zeroes)

11.Language: English

➢ (ENTER)

➢ (SAVE)

➢ Click to return to Change mode.

12.Change in BP role: FI Customer (New)

➢ Select

Customer: Account Management Tab:

13.Reconciliation acct: Your A/R Reconciliation Account Value: ______________

14.Sort key: Posting date Value: ______________

Customer: Payment Transactions Tab:

15.Payment terms: Payable immediately Due net Value: ______________

➢ (ENTER)

➢ (SAVE)

16.Change in BP role: Customer (New)

➢ Select

17.Sales Organization: F_ _ _

18.Distribution Channel: as listed in the table above for each customer

19.Division: Standard Value: ______________

➢ (ENTER)

Orders Tab:

20.Sales District: Enter a representative Sales District (use drop down to

display)

21.Sales Office: Enter a representative Sales Office (use drop down to

display)

22.Sales Group: Enter a representative Sales Group (use drop down to

display)

23.Currency: United States Dollar Value: ______________

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24.Price Group: Regular buyer Value: ______________

25.Cust.Pric.Procedure: Standard Value: ______________

(This field helps determine which data are updated in the Logistics Information

System)

Shipping Tab:

26.Delivery Priority: Normal item Value: ______________

27.Order Combination

28.Delivering Plant: F_ _ _

used for shipping point determination

29.Shipping Conditions: standard Value: ______________

used for both shipping point determination & route

determination

30.Max.Part.Deliveries: 9

Billing Tab:

31.Incoterms: Free on board Value: ______________

32.Incoterms Location 1: Receiving Dock

33.Payment terms: Payable immediately Due net Value: ______________

34.Acct Assmt Grp Cust.: Domestic Revenues Value: ______________

35.Tax classific.: Exempt (for each category) Value: ______________

➢ (ENTER)

➢ (SAVE)

36. Repeat steps 1-35 for each of the new customers and record

the customer numbers of the new customers

NOTE: When you start Stephanie’s Designs be sure to change the distribution

channel to the appropriate code

Western Toys. HQ ________________

Crosby Trinkets ________________

Northern Nicknacks ________________

When final customer created, remain on the Create Customer initial screen and

turn to the next exercise

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EXERCISE SD03: CREATE SALES VIEWS FOR TRADING GOODS

The views for all materials in the material group TRADE, already created in an earlier

MM exercise, must now be extended to include sales views to make those materials

sellable.

Additionally, the materials must have sales views created (extended) for:

• The distribution channels where they will be sold: direct and wholesale; and

• All storage locations.

Because the materials must have sales views created for both direct and wholesale, this

exercise must be performed twice.

Logistics  Sales and Distribution  Master Data  Products  Material 

Trading Goods  Create

Defaults Organizational Levels

Copy from…

1. Plant: F_ _ _ F_ _ _

2. Sales Org: F_ _ _ F_ _ _

3. Distr. Channel:* Direct Direct

➢ (ENTER)

Defaults Views

4. Select only these views: Sales: Sales Org. Data 1

Sales: Sales Org. Data 2

Sales: General/Plant Data

5. Select Create views selected ( )

➢ (ENTER)

Continued on next page

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6. Material: Lookup and select your String material that was created in

MM

7. Select the button

Sales: sales org. 1 View

8. Division: Standard Value:

______________

9. Delivering Plant: F_ _ _

Tax Data (You may need to widen the column)

10.Tax Jurisdict.Code: UTXJ Exempt Value:

______________

11.County Sales Tax: UTX2 Exempt Value:

______________

12.City Sales Tax: UTX3 Exempt Value:

______________

➢ (ENTER)

Sales: sales org. 2 View

13.Matl statistics grp: ‘A’ materials Value:

______________

➢ (ENTER)

Sales: General/Plant View

14.Trans. Grp: On pallets (for route determination) Value:

______________

15.LoadingGrp: Handcart (for shipping pt determination) Value:

______________

➢ (SAVE)*

*Remember to reperform this exercise, changing the default from

Direct to Wholesale for creating the Wholesale views for your String

so it may be sold through the Wholesale distribution channel

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EXERCISE SD04: CREATE SALES VIEWS FOR FINISHED PRODUCTS

Logistics  Sales and Distribution  Master Data  Products  Material 

Other Material  Create

Just as you created sales views for both direct and wholesale String products, you will

also do so in this exercise for Highkite. You will therefore perform this exercise twice,

once for each distribution channel.

1. Material: Lookup and select your Highkite material that was created in MM

2. Material Type: Finished Product

3. Select to see which distribution channel value (WH or DI) is currently

entered. When performing this exercise the second time, change the value in the

field to the other channel. The system will tell you if the material is already

maintained for a channel.

➢ (ENTER)

4. If required, select the button

Sales: sales org. 1 View

5. Division: Standard Value: ______________

6. Delivering Plant: F_ _ _

Tax Data

7. Tax Jurisdict.Code: UTXJ Exempt Value: ______________

8. County Sales Tax: UTX2 Exempt Value: ______________

9. City Sales Tax: UTX3 Exempt Value: ______________

➢ (ENTER)

Sales: sales org. 2 View

10.Matl statistics grp: ‘A’ materials Value: ______________

➢ (ENTER)

Sales: General/Plant View

11.Trans. Grp: On pallets (for route determination) Value: ______________

12.LoadingGrp: Handcart (for shipping pt determination) Value: ______________

➢ (SAVE)*

*Remember to change the default to the other distribution channel and reperform

this exercise a second time

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EXERCISE SD05: CREATE MATERIAL PRICES

This exercise creates material prices that customers would pay, without any

considerations or discounts. Prices are defined by sales organization and distribution

channel.

Logistics  Sales and Distribution  Master Data  Conditions  Create

(At new screen) Prices  Material Price

1. Select (click on)

2. Sales Organization: F_ _ _

3. Distribution Channel: Direct Value:

______________

4. Enter the following materials and prices:

➢ (ENTER)

The system will automatically enter the material descriptions and units of currency and

measure

➢ (SAVE)

5. Click

6. Select (click on)

7. Sales Organization: F_ _ _

8. Distribution Channel: Wholesale Value: ______________

9. Enter the following materials and prices:

Continued on next page

Condition

type Material

Amount

(for DI)

Price String_ _ _ $ 0.50

Price Highkite_ _ _ $ 40.00

Condition

type Material

Amount

(for WH)

Price String_ _ _ $ 0.40

Price Highkite_ _ _ $ 37.50

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➢ (ENTER)

The system will automatically enter the material descriptions and units of currency and

measure

➢ (SAVE)

If you are on the Create Condition Records screen you can remain

where you are for the next exercise

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EXERCISE SD06: CREATE CUSTOMER SPECIFIC MATERIAL PRICE

In this exercise, a specific customer (Sunny Porch Pastimes) receives special pricing

with a specific validity period.

If you are already on the Create Condition Records screen you can avoid the

following drill down by selecting and moving to the steps

below

If you are not on that screen, select the following:

Logistics  Sales and Distribution  Master Data  Conditions  Create

(At new screen) Prices  Individual Prices

1. Select

2. Sales Organization: F_ _ _

3. Distribution Channel: Direct Value: ______________

4. Customer: Crosby Trinkets_ _ _ Value: ______________

5. Enter the following materials and prices:

➢ (ENTER)

The system will automatically enter the material descriptions and units of currency and

measure

➢ (SAVE)

Stay where you are for the next exercise

Condition type Material Amount

Price String_ _ _ $ 0.45

Price Highkite_ _ _ $ 38.00

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EXERCISE SD07: CREATE CUSTOMER DISCOUNT

This example shows a value discount being created for a specific customer. This is also

an example of a pricing scale. This condition type is currently set for 'Item condition', but

could be changed to 'Header condition' in the IMG.

If you are already on the Create Condition Records screen you can avoid the

following drill down by selecting and moving to the steps below

If you are not on that screen use the following path:

Logistics  Sales and Distribution  Master Data  Conditions  Create

(At new screen) Conditions  By Customer

Enter the following information:

1. Select

2. Sales Organization: F_ _ _

3. Distribution Channel: Direct Value:

______________

4. Condition type: Customer Discount Value:

______________

5. Customer: Western Toys, HQ _ _ _ Value:

______________

➢ (ENTER)

6. Select the line item (click on the box to the left of the line to select)

7. Click on the scales button to give the customer a discount of 5% for order values

between $500 and $1500 and a discount of 10% for orders larger than $1500

Table Row Scale value Amount

 First 500.00 5

Second 1500.00 10

➢ (ENTER)

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The system will show the percentage amounts as negative, due to it being a percentage

discount on price based on the size of the sale. While the percentage amounts could

have been typed in with a negative value in front or at the end of the amount, SAP

automatically records amounts entered into that field as negative.

➢ (SAVE)

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EXERCISE SD08: CREATE CUSTOMER MATERIAL INFO RECORD

When a customer wishes to order materials from us using a different naming convention

than we do, we can set up a Customer Material Info Record which allows us to enter

materials by the customer's specific naming convention. SAP will translate these

materials into our material names, which enables the customer and our sales rep to

communicate clearly.

Logistics  Sales and Distribution  Master Data  Agreements  Customer

Material Information  Create

Enter the following information:

1. Customer: Northern Nicknacks_ _ _ Value:

______________

2. Sales Organization: F_ _ _

3. Distribution Channel: Wholesale Value:

______________

➢ (ENTER)

4. Enter the material numbers for the following materials and the customer material

number as indicated:

➢ (ENTER)

➢ (SAVE)

➢ Back to SAP Easy Access Menu

Material no. Cust. material

String_ _ _ SC1001

Highkite_ _ _ SC1002

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EXERCISE SD09: CREATE AN ITEM PROPOSAL

In situations where a customer often places an order for the same items, an item

proposal (order 'template') can be created with the standard line items and quantities

already filled in. We can then pull the standard items in as we create the sales order by

referencing the item proposal.

Logistics  Sales and Distribution  Master Data  Products  Item Proposal 

Create

1. Item Proposal Type: Item Proposal Value: ______________

2. Sales Organization: F_ _ _

3. Distribution Channel: Direct Value: ______________

4. Division: Standard Value: ______________

➢ (ENTER)

5. Item Proposal: leave blank

6. Description: 10 Highkite Pack_ _ _

NOTE: For the next two steps, feel free to use the F4 function key on your keyboard or

the look-up button to the right of the field to call up an SAP calendar and double click on

the requested date for each respective field

7. Valid-from date: Today’s date Value: ______________

8. Valid-to date: A month from today Value: ______________

9. Enter the following materials and target quantities:

➢ (ENTER)

➢ (SAVE)

10.Record the item proposal number _____________________

➢ Back to SAP Easy Access Menu

Material Target quantity

String_ _ _ 1500

Highkite_ _ _ 10

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EXERCISE SD10: ASSIGN ITEM PROPOSAL TO CUSTOMER

Now that the item proposal has been created, we can reference it in the master record

of one or more customers. Whenever we ask for an item proposal in a sales order for a

customer to whom it has been assigned, the system will default to the item proposal.

Logistics  Advanced Planning  Master Data  Resource  Processor 

Maintain Business Partner

➢ Click Open Business Partner

1. Business Partner: Western Toys, HQ_ _ _ Value:

______________

2. Change in BP role: Customer (defined)

➢ Select

Orders TAB:

3. Item proposal: Enter your item proposal number

from SD09 Value:

______________

➢ (ENTER)

➢ (SAVE)

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EXERCISE SD11: CREATE AN INQUIRY

A customer would like to find out about material pricing for particular inventory items,

with the inquiry recorded for possible future reference if an order is placed by that

customer for one or more of those items.

Logistics  Sales and Distribution  Sales  Inquiry  Create

1. Inquiry Type: IN

2. Sales Organization: F_ _ _

3. Distribution Channel: Direct Value:

______________

4. Division: Standard Value:

______________

➢ (ENTER)

5. Inquiry: leave blank (system will assign a number)

6. Sold-To Party: Crosby Trinkets_ _ _ Value:

______________

7. Ship-To Party: Will automatically fill in later

8. Cust. Reference: Enter this exercise number (EX 11) as a reference number

9. Cust. Ref. Date: leave blank

10.Valid From: Today’s date Value:

______________

11.Valid To: A month from today’s date Value:

______________

12.Enter the following materials and order quantities:

➢ Click (ENTER) and then select an item.

13.Select: (Item conditions) at the bottom of the screen and notice the special

pricing for Crosby Trinkets. Refer to the values entered in SD07 and SD08 to see

where these prices originated.

Continued on next page

Material Order Quantity

String_ _ _ 1500

Highkite_ _ _ 10

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➢ (BACK)

CHECK AVAILABILITY

14.Select the line with String_ _ _

 Environment Availability

15.Note the quantity Value: ______________

and location (if available) of available inventory (ATP quantity)

Value: ______________

➢ (BACK)

➢ (SAVE)

16.Record the inquiry number ________________________

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EXERCISE SD12: CREATE SALES ORDER REFERENCING AN INQUIRY

If the customer who made an inquiry decides to place an order, we can create the order

referencing the inquiry. At this point items may be added, deleted or changed.

Logistics  Sales and Distribution  Sales  Order  Create

1. Order Type: OR

2. Sales Organization: F_ _ _

3. Distribution Channel: Direct Value: ______________

4. Division: Standard Value: ______________

5. Select

Inquiry TAB:

6. Enter the number of the Inquiry you just created

7. Select

8. Select Complete delivery for each material.

Note the data on the screen, including the net value of the sales order being $1,055

9. Cust. Reference: Enter this exercise # (EX 12) to simulate the

customers

purchase order

Item Overview TAB:

10.Select String_ _ _ (Select the box to the left of the line item)

11.Click on the schedule lines for item button located across the bottom of the

screen

The system has determined the order quantity available on the delivery date.

➢ (BACK)

We can check the pricing on an item, for example:

12.Select Highkite_ _ _

13.Click on the item conditions and note the pricing

➢ (BACK)

Continued on next page

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14.We can also adjust quantities for our sales order. For example:

The customer has requested that the quantity Highkite_ _ _ be increased to 15.

15.Change the quantity to 15 on this item

➢ (ENTER)

➢ (ENTER again, to acknowledge the warning that the “Reference quantity” of 10

was changed to 15 each)”

16.Verify that the quantity increased correctly, as well as the net value of the sales

order now being $1,245

➢ (SAVE)

17.Record the sales order number (referred to as “standard order” at bottom of screen)

________________________

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EXERCISE SD13: CHECK STOCK STATUS

This exercise allows you to obtain current availability of product.

1. Create a new session (or System  New GUI Window)

Keep the new session open at the end of the exercise for later use!

Logistics  Materials Management  Inventory Management  Environment 

Stock  Stock Overview

2. Material: Chose a material from your sales order

3. Plant: F_ _ _

4. Display version: All stock types Value:

______________

➢ (EXECUTE)

5. Note the quantity in the “Unrestricted use” column

6. Double click on the line with your Plant’s stock

A pop-up window is displayed showing the details of the inventory by stock type at

the plant

7. Note the “Unrestricted use” quantity – it should be the same as that noted in step #5

above

8. Note “Sales orders” quantity

9. Note the ‘Schd. for delivery’ quantity – it should be zero

10.Exit the detailed display window

11.Go to your other session, leaving this session open (Alt + Tab)

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EXERCISE SD14: CREATE DELIVERY FOR SALES ORDER

At this time, you’re ready to make delivery on a customer order. Creating the delivery

brings your order to the point where stock availability is re-determined, and the quantity

of ordered items is moved to a 'scheduled for delivery' status.

Logistics  Sales and Distribution  Shipping and Transportation  Outbound

Delivery  Create  Single Document  With Reference to Sales Order

Enter the following information:

1. Shipping point: Flya Kite Shipping Point Value: ______________

2. Selection date: Enter a date 7 days from today

3. Order: Sales order number (from exercise SD12)

➢ (ENTER)

The system defaults the items and quantities from the sales order that are scheduled to

be delivered

4. Complete the following for each line item on the outbound delivery (you will perform

this step twice)

a. Click on the line item (box to left of line item number to select entire row)

b. (ITEM DETAILS)

c. Picking TAB:

i. Verify system selected: Plant = Flya Kite Manufacture Pt

ii. Storage Location for: String_ _ _ Shipping

Highkite_ _ _ Shipping

➢ (BACK AFTER EACH PICKING TAB ENTRY)

5. When all line items checked for Plant and correct Storage Location shown

➢ (SAVE)

6. Record the outbound delivery document number ____________________

➢ Back to SAP Easy Access Menu

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To recheck the stock status (see previous exercises):

7. Switch back to your other session that is still on Stock Overview

➢ (BACK)

8. Check the material number and check the plant number

➢ (EXECUTE) again

9. Double click on the line with your Plant’s stock.

A pop-up window is displayed showing the details of the inventory by stock type at

the plant

10.Note the “Unrestricted use” quantity – it should be unchanged (and same as that on

Stock Overview: Basic List screen)

11.Note “Sales orders” quantity – it should now be zero

12.Now check the ‘Schd. for delivery’ quantity – it should now have a balance equal to

that which used to be the “Sales orders” quantity noted in SD13

13.Go to your other session, leaving this session open (Alt + Tab)

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EXERCISE SD15: PICKING MATERIALS ON DELIVERY NOTE

The picking of materials function will indicate the quantity of the proposed materials for

delivery.

Logistics  Sales and Distribution  Shipping and Transportation  Outbound

Delivery  Change  Single Document

1. Outbound Delivery: Delivery note number from SD14

➢ (ENTER)

The material delivery quantity is proposed

2. Enter Picked quantity to match the proposed delivery quantity

Picked Qty = Deliv. Qty

3. Check / Enter the storage location that contains each inventory line item

NOTE: check stock status if you do not remember

➢ (SAVE)

➢ Back to SAP Easy Access Menu

4. Go to your other session (Alt + Tab)

5. Recheck the stock status of the materials (see steps 7-12 of previous exercise)

Note that no change has occurred in the stock status - the quantities are still in the

“Schd. for delivery” stock type field

6. Go to your other session, leaving this session open (Alt + Tab)

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EXERCISE SD16: POST GOODS ISSUE

Posting the issuance of goods reduces unrestricted stock to reflect the inventory

shipped. It also indicates a change of ownership of the goods. These goods have left

your plant and are now owned by your customer.

Logistics  Sales and Distribution  Shipping and Transportation  Outbound

Delivery  Change  Single Document

1. Enter the delivery note number from exercise SD14

2. Select

The system returns a message indicating your outbound delivery has been saved (i.e.,

a posting of the issuance of goods has been made)

To recheck the stock status (see earlier exercises):

3. Go back to your other session

4. Click to refresh the screen

Note that the quantity in the “Unrestricted use” column has now decreased by the

amount per the shipment

5. Double click on the plant line

Note that the quantity in “Unrestricted use” has decreased, consistent with that on the

Stock Overview: Basic List main screen. Also note that the quantity in “Schd. for

delivery” is now zero.

6. Close the pop-up screen and until you have closed out your second session

7. Return to your first session and back to SAP Easy Access Menu

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EXERCISE SD17: BILLING THE CUSTOMER

Once the issuance of goods has been posted, you can bill your customer for those

goods.

Logistics  Sales and Distribution  Billing  Billing Document  Create

The first field under Document should default to the last delivery document created –

your delivery document number from exercise SD16. If it does not, enter it in the field.

➢ (EXECUTE)

The system displays the customer and the materials on the delivery with total values to

be billed. The amount billed should agree with that given in SD12, Step 14.

1. Record the total amount billed to the customer $____________________

➢ (SAVE)

The billing document number is displayed at the bottom of the screen

2. Record the document number ________________________

➢ Back to SAP Easy Access Menu

 

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EXERCISE SD18: REVIEW DOCUMENT FLOW

SAP allows us to see a whole transaction process from beginning to end (i.e., audit

trail). For instance, we have created an order with reference to an inquiry, created a

delivery for the order, posted the issuance of goods from the delivery and then billed for

the goods delivered and issued. To examine this flow, any one of the document

numbers can be referenced, and the document flow will show an audit trail of all

documents tied to that number.

Logistics  Sales and Distribution  Sales  Inquiry  Display

1. Inquiry: Inquiry number from exercise SD11

2. Environment  Display document flow

The system displays a list of documents associated with the quotation. Your screen

should look similar to that shown below.

3. PRINT THE SCREEN (IF REQUIRED BY YOUR

INSTRUCTOR)

Continued on next page

 Top Menu Bar

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Click on the line of the “GD goods issue:delvy ##########”

4. Select

The system displays the material document with a goods movement “601”, which is

the movement type for goods issue to a delivery note

➢ Click to return to the List of Documents and click on your Accounting Document

(listed under invoice) to view the data entry view postings for this goods movement

Note the two negative (credit) amounts to Inventory (Finished and Trading) that

combine to $1245. Likewise, there are two positive (debit) amounts to Cost of Goods

Sold that combine to $1245.00. $570.00 is the cost of Highkite sold, while $675.00 is

the cost of String sold.

5. Select and you will see a very similar display of data as seen

on the Accounting Document

➢ Click to return to the List of Documents in Accounting window and click

return to the Document Flow.

6. Click on the Invoice line and select

The system displays such data as each inventory item sold, the amount, net value

sold of each and cost of each

7. Select to view the data entry view postings for the invoicing.

8. Select to view the data entry view postings

Note the positive (debit) of $1245.00 to your customer, as well as the two negative

(credit) amounts to Sales Revenue. The first is from selling Highkite and the second

is from selling String.

9. Select

Note the similarity in the entry from the previous screen. However, this screen

primarily differs by showing the debit being recorded to your AR Reconciliation

account created in SD01. You linked your account to customer Crosby Trinkets_ _ _

in SD02.Continued on next page

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10.Click to display the document header. You should see key data such as the user

who entered this document, the reference (purchase order), document, posting and

entry dates, and posting period. Your screen should look like that shown on the next

page.

11.PRINT THE SCREEN (IF REQUIRED BY YOUR

INSTRUCTOR) (FIRST MOVE THE POP-UP SCREEN

TO THE BOTTOM SO THE SCREEN BEHIND CAN BE

VIEWED IN YOUR SCREEN CAPTURE, AS WELL)

➢ Click to return to the List of Documents in Accounting then click to close the

window and click return to the Document Flow.

➢ Look at the document flow once more. The business cycle is complete except for

cash collection. Note that the Accounting document has a status of “Not cleared” –

this means cash collection has not yet occurred. Cash collection is processed in the

Financial Accounting (FI) module. This processing will occur in the FI/CO exercises.

➢ Besides viewing the document flow here, you can also view it from the “Display

Sales Order” or “Display Delivery” screens, as well.

➢ Back to SAP Easy Access Menu

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EXERCISE SD19: CREATE SALES ORDER USING ITEM PROPOSAL

Western Toys, HQ calls in a weekly sales order, which normally has the same materials

and quantities. We will use the item proposal assigned to this customer earlier in the

tutorial to create a sales order.

Logistics  Sales and Distribution  Sales  Order  Create

1. Order Type: OR

2. Sales Organization: F_ _ _

3. Distribution Channel: Direct Value: ______________

4. Division: Standard Value: ______________

➢ (ENTER)

5. Standard Order: leave blank

6. Sold-To Party: Western Toys, HQ_ _ _ Value: ______________

7. Ship-To Party: leave blank

8. PO Number: Enter this exercise number (EX 19)

9. PO date: leave blank

➢ (ENTER)

10.Click the Item overview TAB:

11.To find the item proposal for this customer, select the propose items button

In the pop-up window, the system copies the number of the item proposal for this

customer

12.Select

13.Confirm Quantity for both String and Kites

14.Change the Order Quantity for String_ _ _ to 2000

➢ Review the availability for String_ _ _ by highlighting and selecting the display

availability button

Continued on next page

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➢ (BACK)

Review the pricing options:

15.Select the line item String_ _ _

16.Select the item conditions button and note the pricing includes the 5% discount

from the customer-specific material pricing record for >$1500. Check the pricing for

String_ _ _ to verify this discount is applied.

17.PRINT THE SCREEN (IF REQUIRED BY YOUR

INSTRUCTOR)

➢ (BACK)

18.Record the Sales Orders Net Value $______________

➢ (SAVE)

19.Record the sales order number ___________________________

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EXERCISE SD20: CREATE SALES ORDER USING CUSTOMER INFO RECORD

In an earlier exercise, we created a customer info record with Northern Nicknacks’

material numbers. We can now create a sales order using their material numbers.

Logistics  Sales and Distribution  Sales  Order  Create

1. Order Type: OR

2. Sales Organization: F_ _ _

3. Distribution Channel: Wholesale Value: ______________

4. Division: Standard Value: ______________

➢ (ENTER)

5. Enter the sold-to party number for Northern Nicknacks_ _ _

6. Enter a purchase order number - the number of this exercise (EX 20)

➢ (ENTER)

7. Select Ordering party TAB:

A new field appears in the Sales Order line item: “Customer Material Numb”

8. Enter the following customer materials and quantities:

Customer Material Numb Order Quantity Material

(Leave blank)

SC1001 3000

SC1002 20

➢ (ENTER)

The system references the customer material numbers and copies our equivalent

material number and all relevant data. Your screen should appear as shown on the next

page.

9. Record the Sales Orders Net Value $______________

10.PRINT THE SCREEN (IF REQUIRED BY YOUR

INSTRUCTOR)

Continued on next page

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➢ (SAVE)

11.Record the sales order number _________________________

➢ Back to SAP Easy Access Menu

(5/5)
Attachments:

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