Configuring Sales and Distribution in SAP ERP

... Preface ... 15



... Acknowledgments ... 19



... Introduction ... 21



1 ... Organizational Structure ... 35



1.1 ... Defining Organizational Units ... 35

1.2 ... Importing Organizational Units ... 40

1.3 ... Assigning Organizational Units ... 41

1.4 ... Checking for Consistency ... 43

1.5 ... Summary ... 45



2 ... Master Data ... 47



2.1 ... Customer Master Data ... 48

2.2 ... Material Master - Sales Views ... 60

2.3 ... Batch Master Data ... 68

2.4 ... Other Important Master Data ... 79

2.5 ... Summary ... 85



3 ... Sales ... 87



3.1 ... Processing Sales Documents ... 88

3.2 ... Item Categories and Schedule Line Categories ... 97

3.3 ... Create with Reference ... 102

3.4 ... Order Management with SAP Jam ... 106

3.5 ... Copy Control ... 109

3.6 ... Partner Determination ... 114

3.7 ... Availability Check and Transfer of Requirements ... 116

3.8 ... Outline Agreements ... 129

3.9 ... Special Business Transactions ... 133

3.10 ... Incompletion Control ... 137

3.11 ... Free Goods and Items ... 141

3.12 ... Material Determination, Listing, and Exclusion ... 145

3.13 ... Batch Determination ... 147

3.14 ... Returns (Complaints) Processing ... 150

3.15 ... Intercompany Sales Processing ... 153

3.16 ... Outputs in Sales ... 161

3.17 ... Solving Common Sales Problems ... 166

3.18 ... Summary ... 168



4 ... Pricing ... 169



4.1 ... Condition Techniques ... 170

4.2 ... Setting Up Condition Records ... 172

4.3 ... Optimizing Price Determination ... 187

4.4 ... Rebate Agreement ... 191

4.5 ... Customized Pricing Report and Price List ... 197

4.6 ... Common External Tax Software Packages ... 201

4.7 ... Solving Common Pricing Problems ... 208

4.8 ... Summary ... 209



5 ... Credit Risk Management ... 211



5.1 ... Credit Management ... 212

5.2 ... Credit

Ricardo Lopez has been a director with Thomson Reuters for 17 years as an SAP consultant, working with IBM and Deloitte. Ricardo has worked across industries with implementations in media, consumer, manufacturing and industrial products. He is an SAP and PMP-certified former consultant with a master's in business summa cum laude from international business school. Ashish Ranjan Mohapatra has worked with SAP for over 9 years. As Team Leader and Assistant Project Manager for an implementation project, he developed a thorough understanding of the SAP SD component, as well as implementation and configuration pain points. As head of the Business Process Department, Ashish expanded his knowledge of other SAP components, including MM, FI/CO, PP, and QM. Ashish is an SAP SD Certified Consultant and an instructor with an SAP education partner.