| This column contains some explanations to help you get
started |
This column contains the standard description of the
business processes. Explanations of the bold type is found in the left
column. |
IDES is the enterprise that is using the SAP R/3
system. It is a large and complicated worldwide company.
Dealers are
business partners that buy the equipment from IDES and resell to consumers.
Customer Service Representatives are salespeople that work for IDES and
communicate with the dealers.
Pick means to remove an item from
inventory and place it on the loading dock.
Open Items are bills the
dealer owes to IDES.
Post Payment means to deposit and record the
amount a customer pays IDES.
Invoices are the bills sent to the
dealers. |
IDES sells pumps and related equipment to dealers. To begin
the cycle IDES typically takes customer orders over the phone. These orders
contain customer and product information, pricing data, delivery schedules, and
destinations. Customer service representatives use this information to
report prices and delivery dates to the customer before they confirm an order.
They also use this information to answer customer questions and resolve
problems. Following order entry, IDES schedules and organizes customer orders
for optimal delivery. They pick the product (noting any discrepancies
from the ordered quantity) and print the shipping documents. when IDES releases
the deliveries to the customer, the SAP R/3 System automatically updates the
inventory quantities and stock values in the inventory records. After IDES
delivers the product, billing generates an invoice which automatically creates
the corresponding general ledger posting. Billing clerks can group customer
deliveries on one invoice or create individual invoices, depending on the
customer's requirements. The accounting department periodically reviews the
customer's open items and posts payments against customer
invoices.. |
These are the main business processes
or actions taken by people working for IDES.
Sales Order is the
information about what a dealer wants IDES to deliver. This can be taken over
the phone or in person or on the internet.
Delivery is the order
given to the warehouse to prepare a shipment to a customer. It is usually a
paper ticket given to a person. It has all the information to accomplish the
job on it including exactly where in the warehouse the material should be
found. When the order is complete the warehouse worker enters that fact into
the SAP R/3 system.
Billing is a statement sent to the customer
which is a demand for payment. This can be mail, email, fax, or over the
internet. |
The Customer Order Process has several main steps:
- Creating a Sales Order
- Creating the Delivery
- Billing the Customer
- Customer Payment
|
Customer master is a centralized computer
record that identifies the customer and all relevant information about that
customer.
Material master is a centralized computer record that
identifies the item that is to be shipped. |
The process of creating a sales order depends on two master
records:
- Customer Master
- Material Master
In this exercise we will only go over taking the order, shipping
the merchandise, and sending a bill. |
| This column contains some explanations to help you get
started . |
This column contains standard instructions for creating a
sales order and shipping the goods to the customer. |
There are many different order types possible you can look at
the different types by clicking on the arrow by the box next to "Order Type".
Each of these defines a different kind of entry and controls what happens
subsequently. Make sure you have selected RO. Fill in the numbers for
Sales Organization , Distribution Channel and Division exactly as indicated.
|
Create a Sales Order
MENU PATH
Logistics>Sales/distribution>Sales>Order>Create
Enter the following data:
Create Sales Order Initial Screen
| Field Name |
Input Data |
| Order type |
RO |
| Sales Organization |
3000 |
| Distribution Channel |
10 |
| Division |
00 |
|
|
Select Enter Icon to continue. |
You must use the customer number you created in the
previous exercise. Be careful about entering the dates. The system is set up to
build in a delay to delivery. If you do not change it to today's date you will
have to wait several days to complete the delivery process.
You must select
the save Icon
 . Write down the sales order number returned to you at the bottom
of the screen. The sales order has now been entered into the system. |
Create Rush Order Overview-Single Line Entry
| Field Name |
Input Data |
| Sold to party |
Use the customer number you created in the previous
exercise. |
| Purchase Order number |
use your ssn or make up a number |
| Purchase Order date |
Today's date |
| Material |
p-103 |
| Quantity |
1 |
|
|
Select the save icon to
complete this transaction.
Write down the sales order number and the delivery number
_________________ |
You will now create the order to ship the material from
the warehouse. There are many different ways to organize this but for our
purposes here just imagine that the customer shows up at the warehouse with the
sales order number.
The Delivery Orderis a form given to the
warehouse person. |
CHANGING THE DELIVERY DOCUMENT TO SHOW
MENU PATH
Logistics>Sales/distribution>Shipping and transportation
> OutboundDelivery> Change> Single document
| Field Name |
Input Data |
| Outbound deleivery # |
from the step above, should default |
|
|
Select the enter icon.
Select the SAVE Icon to complete this transaction |
The warehouse person now goes to the bin and picks
the quantity to fulfill the order.
The warehouse person then enteres
the number picked into the system and Posts Goods Issuedto tell the
system that goods are now in the hands of the customer. |
Select the Picking Tab.
Enter the picked quantity directly under the order quantity
Select the Post Goods Issue button to inform the system that the
goods have left the dock.
|
Now that the customer has received the merchandise a
bill can be sent.
This process continues with the customer paying and so
forth but this is as far as we go in this orientation. |
CREATE THE INVOICE
MENU PATH
Logistics>Sales/distribution>Billing>Billing
document>Create
Enter your document number if it has not defaulted
Select the execute icon
Record the NET VALUE _________________________________-
Select the Save Icon to complete this transaction.
Record the system generated DOCUMENT NUMBER
__________________________ |
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