Sales and Distribution (SD)

Plug and Play Lab #6

Objectives:

To execute a complete customer order transaction cycle from creation of a Customer through taking an order from the Customer, delivering goods to the Customer, and settlement of the balance due by the Customer.

Exercises:

Create a Customer

Create a sales order

Pick and ship the goods

Create and send a Customer invoice

Receive payment from the Customer

Display summary graph

To Get Started:

If necessary, ask your lab Instructor to explain SAP log-on process.

Complete the following exercises. You do not need to hand anything in to your instructor. The SAP R/3 system will track your progress as you execute the assignment. Your unique student number (XXX) for this exercise has been previously supplied to you by the instructor. This is for you ONLY. Do not share this number with anyone! Use the student number (XXX) as required during the exercise when asked for a student number.

Step 1—Create Customer Master Record.

Menu Path: Logistics  Sales and Distribution  Master Data

 Business Partners  Customer  Create  Complete

Customer Create: Initial Screen

Field / Data
Account Group / Sold-to-party
Customer / 22XXX
Company code / 3000
Sales organization / 3000
Distribution channel / 10
Division / 00

Reference:

Field / Data
Customer / 3000
Company code / 3000
Sales organization / 3000
Distribution channel / 10
Division / 00

Select Enter (green check) to continue

NOTE: There are 3 main areas to enter data in creating a customer (General Data, Company Code, and Sales Area data). The buttons for these data areas are located in the application bar.

Create Customer: General Data

Address:

Field / Data
Name / your choice
Search term / XXX
Street / your choice
Postal code / your choice
City / your choice
Country / US
Transportation Zone / 0000000002 (mountain)
Language / EN
Telephone 1 / your choice

Select Control Data tab to continue

Control Data:

  • Review this screen
  • You do not need to enter information on this screen

Select Payment Transactions tab to continue

Payment Transactions:

  • Review this screen
  • You do not need to enter information on this screen

Select Marketing to continue

Marketing:

  • Review this screen
  • You do not need to enter information on this screen

Select Unloading Points to continue

Unloading Points:

  • Unloading point: Dock 1
  • Calendar Key: US

Select Export Data to continue

Export Data:

  • Review this screen
  • You do not need to enter information on this screen

Select Contact Persons to continue

Contact Persons:

  • Review this screen
  • You do not need to enter information on this screen

Select Company Code Data button on the header bar to continue

Create Customer: Company Code Data

Account Management:

Field / Data
Reconcil. Account / 140000
Sort Key / 002
Cash mgnt group / E2 (Domestic Customer)

Select Payment Transactions to continue

Payment Transactions:

Field / Data
Payment terms / ZB00
Payment History Record / Selected

Select Correspondence to continue

Correspondence:

  • Review this screen
  • You do not need to enter information on this screen

Select Insurance to continue

Insurance:

  • Review this screen
  • You do not need to enter information on this screen

Select Sales Area Data button on the header bar to continue

Create Customer: Sales Area Data

Sales Area:

Field / Data
Sales Distric / 000001 (Northern Region)
Order probab. / 100 (%)
Currency / USD
Cust. Price proc. / 1 (You may need to scroll down to find this)

Shipping:

Field / Data
Delivery priority / 1 (high priority)
Order combination / select
Shp. Cond. / 02 (Standard)
Delivering plant / 3000
Max part deliveries / 9

Select Billing Document to continue

Billing Document:

Field / Data
Incoterms / FOB
Comment next to incoterms / Chicago
Payment terms / ZB00
AcctAssgGr / 01
Taxes / Enter 0 for Tax Classification in all four fields

Select Partner Functions to continue

Partner Functions:

  • Review this screen
  • You do not need to enter information on this screen
  • Click on Save Icon (Orange Disk) to save this customer master record
  • Click Cancel (Red X) at the create customer: initial screen

Write down the message on the status bar

______

Menu Path: Return to the Easy Access Menu

Step 2—Link Customer to a Material.

Menu Path: Logistics  Sales and Distribution  Master Data  Rebate Agreements Cust-Material-Info  Create

Create Cust-Material-Info Record: Initial Screen

Field / Data
Customer / 22XXX
Sales organization / 3000
Distribution Channel / 10

Click Enter

Create Cust-Material-Info Record: Overview Screen

Field / Data
Material No. / F01-XXX

Click Enter

Click on Save Icon

Now you have just created an info record that links the customer to a material.

Exit to the main menu.

Write down the message on the status bar

______

Menu Path: Return to the Easy Access Menu

Step 3—Create Sales Order.

Menu Path: Logistics  Sales and distribution  Sales  Order  Create

Create Sales Order: Initial Screen

Field / Data
Order Type / OR
Sales Organization / 3000
Distribution Channel / 10
Division / 00

Click on the green check mark

Create Standard Order: Overview

Field / Data
Sold-to-party / 22XXX
Purchase order number / PO-22-XXX
PO Date / Enter Today's Date

Click on the Item Overview tab

Field / Data
Required Delivery Date / Enter Today's Date

Under All Items

Field / Data
Material / F01-XXX
Qty / 10
Plant / 3000

Click on the green check mark.

Click Enter to pass any warning messages.

Highlight Line Item by clicking on box next to item number.

Click on Item Conditions icon on bottom of the screen.

Under CNTY (where the cursor is located) type PR00, which stands for price.

Enter 4500 under Amount. This is the price you are charging.

Click on the green check mark.

Click on the Shipping tab, locate storage location and enter 0001.

Save.

Write down the Sales Document number: ______

Exit. Click "No" on the "do you wish to save" screen.

Menu Path: Return to the Easy Access Menu

Step 4—Display the Sales Order and record the scheduled delivery date.

Menu Path: Logistics  Sales and distribution  Sales  Order  Display

Display Sales Order: Initial Screen

Field / Data
Order number / Enter Sales Document number

Click on the green check mark.

To display the delivery date for a line item, select the box to the left of the item, and click on Shipping Tab.

Display Standard Order: Item - Schedule Line - Shipping Details

Delivery date
Material available date
Loading date

Record the dates displayed above.

Exit.

Menu Path: Return to the Easy Access Menu

Step 5—Create the Delivery Note for the Sales Order.

Menu Path: Logistics  Sales and distribution  Shipping & Transportation

 Outbound Delivery  Create  Single Document

 With reference to sales order

Create Delivery

Field / Data
Shipping point / 3000
Selection date / Delivery date that you recorded from earlier step
Sales order
number / Enter your Sales Document number recorded at the end of step three

Select the Enter icon (green check mark).

Change Planned GI date to today's date.

Save.

Write down the Delivery Note number: ______

Exit.

Write down the message on the status bar

______

Menu Path: Return to the Easy Access Menu

Step 6—Transfer stock from Warehouse Management.

Menu Path: Logistics  Sales and distribution  Shipping & Transportation

 Picking  Create Transfer Order  Single Document

Field / Data
Warehouse / 300
Plant / 3000
Delivery / Delivery Note number from Step 5 if not defaulted
Activate items / select
Adopt pick quantity / 1

Click on Enter.

Save.

An informationmessage regarding not having authorizations to the print device might appear. If so, click the green check mark on the dialog box.

Exit.

Write down the message on the status bar

______

Menu Path: Return to the Easy Access Menu

Step 7—Update Sales Order.

In this step, you will change the delivery note and update the picked quantity. Then, you will post goods issue to notify that the delivery has left the plant

Menu Path: Logistics  Sales and distribution  Shipping & Transportation

 Outbound Delivery  Change  Single Document

Change Delivery

Enter Outbound Delivery number if not defaulted and click green check mark.

Select the Post goods issue button to inform the system that the goods have left the dock.

The message on the status bar should state that your delivery has been saved.

At this time the system posts the goods and creates a goods issue document, which decreases the count of inventory on hand.

Exit.

Write down the message on the status bar

______

Menu Path: Return to the Easy Access Menu

Step 8—Create an Invoice.

Menu Path: Logistics  Sales and distribution  Billing  Billing document

 Create

Enter Delivery Note number from the end of Step 5.

Click on the green check mark.

Save.

Write down the Billing Document number: ______

Exit.

Write down the message on the status bar

______

Menu Path: Return to the Easy Access Menu

Step 9—Display Customer Account Balance.

Menu Path: Accounting  Financial accounting  Accounts Receivable

 Account  Display/change line items

Field / Data
Customer Account number / 22XXX
Company Code / 3000
Open Item radio button / select

Click on theExecute button.

The customer account balance should show a debit meaning that the customer owes us money because you have invoiced the customer and the customer has not paid yet.

Write down the amount(net value of the invoice) ______

Back up to the main screen.

Write down the message on the status bar

______

Menu Path: Return to the Easy Access Menu

Step 10—Examine Process Progress.

Menu Path: Logistics  Sales and distribution  Shipping & Transportation

 Outbound Delivery  Display

Enter Delivery Note # if not defaulted

Menu Path Environment  Document Flow (located on the top menu bar)

You will see a list of the documents and if they have been completed. You can drill down by double clicking on any document. You can also click on the graphics button to display a model of the document flow.

Exit.

Write down the message on the status bar

______

Menu Path: Return to the Easy Access Menu

Step 11—Receive Customer Payment.

Menu Path: Accounting  Financial accounting  Accounts receivable

 Document Entry  Incoming payment

Post-Incoming Payment: Header Data

Field / Data
Document date / today's date
Company code / 3000
Currency/rate / USD
(Bank data) Account / 113100
Amount / Net Value from invoice
Value date / today's date
Account(under Open items selection) / 22XXX

Click on Process open items.

Click Enter to move "not assigned" to "assigned."

Note: The amount entered should be equal to the “assigned” amount and there should be 0.00 under the “not assigned” field. The system posts the document if the debits are equal to credits unless a partial payment is made.

Save.

Write down the Accounting Document number: ______

Exit.

Menu Path: Return to the Easy Access Menu

Step 12—Display Summary Graph for Customer.

Menu Path: Accounting  Financial accounting  Account Receivable

 Account  Analysis

Field / Data
Customer Account number / 22XXX
Company Code / 3000
Fiscal Year / current year

Click Enter.

A zero balance should be displayed.

Menu Path: Edit  Graphic View Graphics

View the results.

Click the cancel (Red X) icon.

Exit.

Menu Path: Return to the Easy Access Menu

Congratulations, you've successfully completed

Plug and Play Introductory Course

Lab #6!

SAP America, 2003 The University of South Dakota 6-1

Plug & Play Introductory Course CaliforniaStateUniversity, Chico

Rev 10/05