Description
Product distribution (or place) is one of the four elements of the marketing mix. Distribution is the process of making a product or service available for use or consumption by a consumer or business user, using direct means, or using indirect means with intermediaries.
Sales and Distribution (SD)
Release 4.6C
MYSAP.ROLES_S_SD
Sales and Distribution (SD)
SAP AG
Copyright
© Copyright 2001 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft , WINDOWS , NT , EXCEL , Word , PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM , DB2 , OS/2 , DB2/6000 , Parallel Sysplex , MVS/ESA , RS/6000 , AIX , S/390 , ® ® ® AS/400 , OS/390 , and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and Informix Dynamic Server Informix Software Incorporated.
® ® ® ® ® ® TM ® ® ® ® ® ® ® ® ® ® ® ® ® ® ® ® ®
are registered trademarks of
UNIX , X/Open , OSF/1 , and Motif are registered trademarks of the Open Group. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C , World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, ABAP, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.
® ® ®
2
April 2001
SAP AG
Sales and Distribution (SD)
Icons
Icon Meaning Caution Example Note Recommendation Syntax Tip
April 2001
3
Sales and Distribution (SD)
SAP AG
Contents
Sales and Distribution (SD)........................................................................................... 5
Inquiry Processing ...................................................................................................................................... 6 Quotation Processing ................................................................................................................................. 7 Contract Processing.................................................................................................................................... 8 Sales Order Processing .............................................................................................................................. 9 Scheduling Agreement Processing ......................................................................................................... 10 Returns Processing................................................................................................................................... 11 Rebate Processing .................................................................................................................................... 12 Sales Deal and Promotion Processing.................................................................................................... 13 Display Customer and Material Information ........................................................................................... 14 Billing Processing (online) ....................................................................................................................... 15 Billing Processing (In The Background) ................................................................................................. 16 Invoice List Processing............................................................................................................................. 17 Maintain Customer and Material Information ......................................................................................... 18 Display Pricing........................................................................................................................................... 19 Maintain Pricing ......................................................................................................................................... 20 Release Blocked Documents for Billing.................................................................................................. 21 Release Sales Orders for Delivery ........................................................................................................... 22 Display Sales Information......................................................................................................................... 23 Display Billing Documents ....................................................................................................................... 24 Sales Analysis............................................................................................................................................ 25 Credit Management in Sales and Distribution Documents ................................................................... 26 Backorder Processing............................................................................................................................... 27 Sales Support............................................................................................................................................. 28 Output Processing..................................................................................................................................... 29
4
April 2001
SAP AG
Sales and Distribution (SD) Sales and Distribution (SD)
Sales and Distribution (SD)
In the following, you can find the singles roles for the “Sales and Distribution (SD)” components.
April 2001
5
Sales and Distribution (SD) Inquiry Processing
SAP AG
Inquiry Processing
SAP_LO_SD_INQUIRY_PROCESSING
Tasks
This role contains all the functions which you need for processing inquiries.
Activities in Sales and Distribution Processing (SD)
• • • Create/change/display inquiries Generate lists for inquiries and incomplete inquiries Select sales documents according to object status
6
April 2001
SAP AG
Sales and Distribution (SD) Quotation Processing
Quotation Processing
SAP_LO_SD_QUOTATION_PROCESSING
Tasks
This role contains all the functions which you need for processing quotations.
Activities in Sales and Distribution Processing (SD)
• • • Create/change/display quotations Generate lists for quotations and incomplete quotations Select sales documents according to object status
April 2001
7
Sales and Distribution (SD) Contract Processing
SAP AG
Contract Processing
SAP_LO_SD_CONTRACT_PROCESSING
Tasks
This role contains all the functions which you need for processing contracts (for example, group contracts, value contracts, quantity contracts, service contracts). This also includes the generation of lists with contracts according to various criteria. From the lists, you can then go to processing.
Activities in Sales and Distribution Processing (SD)
The following activities for contracts are available to you with this role: • • • • Create/change/display contracts Generate and process list of contracts Generate and process list of incomplete contracts Select sales documents according to object status
Integration
You need material and customer information for processing material and customer information. For example, you work with the customer hierarchy for value contracts. The roles Display Customer and Material Information [Page 14] (SAP_LO_SD_INFORMATION_DISPLAY) and Maintain Customer and Material Information [Page 18] (SAP_LO_SD_INFORMATION_PROCESSING) contain all the functions you need in order to display or maintain customer-specific information and material information about the customer. The role Maintain Pricing [Page 20] (SAP_LO_SD_PRICING_MAINTAIN) contains functions for maintaining pricing.
8
April 2001
SAP AG
Sales and Distribution (SD) Sales Order Processing
Sales Order Processing
SAP_LO_SD_SALES_ORD_PROCESSING
Tasks
This role contains all the functions you need for processing sales orders. Alongside sales order processing, it is possible to generate lists with sales orders according to various criteria. From the lists, you can then go to sales order processing.
Activities in Sales and Distribution Processing (SD)
• • • • • • Create/change/display sales orders Generate and process list of sales orders Generate and process list of imcomplete sales orders Select and process sales documents according to object status Select and process sales documents in a period of time Select and process duplicate sales documents in a period of time
April 2001
9
Sales and Distribution (SD) Scheduling Agreement Processing
SAP AG
Scheduling Agreement Processing
SAP_LO_SD_SCHED_AGR_PROCESSING
Tasks
This role contains all the functions you need for processing Scheduling Agreements [Ext.] This includes processing scheduling agreements and generating a list for incomplete scheduling agreements. The incomplete scheduling agreements can be processed from the list.
Activities in Sales and Distribution Processing (SD)
• • • Scheduling agreement processing Select and process incomplete scheduling agreements Select sales documents according to object status
10
April 2001
SAP AG
Sales and Distribution (SD) Returns Processing
Returns Processing
SAP_LO_SD_RETURN_PROCESSING
Tasks
If a customer sends back damaged goods, or goods that were delivered as samples, you can enter a return, and subsequently execute a new delivery. This role contains all the functions you need for processing returns and delivering goods. Returns are displayed in the SAP System as a special sales document type. Working with returns takes place using the general transaction for sales order processing.
Activities in Sales and Distribution Processing (SD)
• • Create/change/display sales orders Create/change outbound delivery
April 2001
11
Sales and Distribution (SD) Rebate Processing
SAP AG
Rebate Processing
SAP_LO_SD_REBATE_PROCESSING
Tasks
Particular discounts which granted to the customer depending on his sales volume, are defined in the SAP System as rebate agreements. This role contains functions for processing rebate agreements and displaying and updating billing documents.
Activities in Sales and Distribution Processing (SD)
Rebate processing: • • • • • • • Maintain rebate agreements Extend rebate agreement Settlement of rebate agreements Generate list of rebate agreements
Billing document: Display billing document Compare the rebate basis from billing documents and statistics Update billing documents referring to rebate conditions
Integration
The volume-based rebate differs from other discounts in that it is based on the customer’s sales volume within a specific period of time, and is paid subsequently. The system processes a volume-based rebate in the same way as other price elements. Volume-based rebates are saved in condition records. Control of rebate processing is carried out using condition types, pricing procedures and access sequences. This control data is defined in Customizing for Sales. Rebate agreement types must also be pre-defined in Customizing for Sales. The role Customizing Project Employees [Ext.] (SAP_BC_CUS_CUSTOMIZER) is available to you for functions. The role Billing Processing [Page 15] also contains functions which, if necessary, can be combined with the role rebate processing.
12
April 2001
SAP AG
Sales and Distribution (SD) Sales Deal and Promotion Processing
Sales Deal and Promotion Processing
SAP_LO_SD_DEALS_PROMOTI_PROCES
Tasks
This role contains all the functions you need for processing sales deals and promotions. With promotions and sales deals, you can implement marketing programs with broadly created discount structures. A promotion usually portrays a general marketing plan for a specific product or a product group, for example, a promotion for a series of products during a sales season. A promotion can include several different sales deals.
Activities in Sales and Distribution Processing (SD)
The following activities for sales deals and promotions are available to you with this role: • • • • Create/change/display sales deals Generate list of sales deals Create/change/display promotions Generate list of promotions
Integration
Before you can create promotions and sales deals as master data in the system, you first have to define the agreement types you want to use. Types of promotions and sales deals are defined exactly as rebate agreement types in Customizing for Sales and Distribution. For example, you can create different sales deals to differentiate between different product groups. The role Customizing Project Employees [Ext.] (SAP_BC_CUS_CUSTOMIZER) is available to you for functions in Customizing.
April 2001
13
Sales and Distribution (SD) Display Customer and Material Information
SAP AG
Display Customer and Material Information
SAP_LO_SD_INFORMATION_DISPLAY
Tasks
This role contains functions for displaying information on materials (for example, master record, material listing, exclusion, cross selling materials, sales deals, promotions), for displaying customer-specific information (for example, master record, customer hierarchy, value contracts for the customer, rebate agreements), and customer material info records.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • • • • Display customer (Sales) Display material Display material listing/exclusion Select customer material info record according to customer Select customer material info record according to material Display customer hierarchy Display sales deals Display promotions Display rebate agreements Display cross selling materials Display assortment module for value contracts
14
April 2001
SAP AG
Sales and Distribution (SD) Billing Processing (online)
Billing Processing (online)
SAP_LO_SD_BILLING_PROCESSING
Tasks
This role groups together functions for online billing processing (invoices, credit memos, debit memos), and retroactive billing. Retroactive billing can then be included if price agreements have an effect on billing documents which have already been settled.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • • • Create/change/display billing document Cancel billing document Retroactive billing Process billing due list Set billing date Display billing documents from the archive List of billing documents Rebook accounting indicator Release sales orders for billing Display sales and distribution documents blocked for billing
Integration
The role Rebate Processing [Page 12] contains all the functions for processing rebate settlements.
April 2001
15
Sales and Distribution (SD) Billing Processing (In The Background)
SAP AG
Billing Processing (In The Background)
SAP_LO_SD_BILLING_BATCH_PROCESSING
Tasks
This role contains all the functions for executing billing processing in the background. This includes, alongside displaying a billing document, generating batch jobs for billing and displaying information about which billing documents have already been generated from the billling due list.
With the report RSNAST00, you can send messages (for example, invoices, invoice lists) at a later date, using background processing. This report is not made available in the context of this role.
Activities in Sales and Distribution Processing (SD)
• • • Display billing document Generate batch jobs for billing Generate log for billing document run
16
April 2001
SAP AG
Sales and Distribution (SD) Invoice List Processing
Invoice List Processing
SAP_LO_SD_INVOICELIST_PROCESSI
Tasks
This role contains all the activities for working with invoice lists which you need for processing invoices. Invoice lists make it possible to send a list which contains several billing documents (invoices, credit and debit memos) to a payer at specific time intervals or on specific days. These lists can be generated in background processing. Single documents or collective documents can be included in the billing documents in the invoice list (collective invoices contain items from more than one delivery). There are two types of invoice lists in the Standard: • • one for invoices and debit memos one for credit memos
Activities in Sales and Distribution Processing (SD)
• • • • • Create/change/display invoice lists Process worklist for invoice lists Generate invoice list Generate cancellation invoice list Display invoice list from the archive
Integration
Billing Processing [Page 15]
April 2001
17
Sales and Distribution (SD) Maintain Customer and Material Information
SAP AG
Maintain Customer and Material Information
SAP_LO_SD_INFORMATION_PROCESSING
Tasks
This role contains all the functions which you need in order to maintain customer-specific information and material information on the customer. This includes master data maintenance of the material and the customer, maintenance of customer hierarchy, maintenance of customer-specific data on a material, of proposal lists (item proposal) for sales document entry, of substition materials and maintenance of value contracts.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • • • • • Maintain material listing/exclusion Reference material listing/exclusion Maintain material substitution Reference material substitution Maintain material information Select customer material information according to material or customer Maintain material Maintain customer (Sales) Maintain customer hierarchy Maintain materials for cross selling Maintain value contracts Maintain Incoterms
18
April 2001
SAP AG
Sales and Distribution (SD) Display Pricing
Display Pricing
SAP_LO_SD_PRICING_DISPLAY
Tasks
This role groups together functions which you need for displaying pricing data for a material. This displays pricing conditions, lists for conditions, and displays how free goods are created by the system.
Activities in Sales and Distribution Processing (SD)
• • • • Display condition records Display condition lists Display conditions using index Display free goods determination
April 2001
19
Sales and Distribution (SD) Maintain Pricing
SAP AG
Maintain Pricing
SAP_LO_SD_PRICING_MAINTAIN
Tasks
This role contains functions for defining pricing, on the basis of which the prices and costs are calculated. The basis for pricing is the maintenance of conditions, with the help of which conditions can be defined, which should be a basis for calculating a price. This also includes the maintenance of conditions, when a free good (exclusive bonus quantity or inclusive bonus quantity) should be granted.
Activities in Sales and Distribution Processing (SD)
• • • • • • Create/change/display condition Condition processing using index Create/change/display free good Create/change/display condition lists Process net price list Release expected customer price
Integration
In Customizing for Sales and Distribution, you define how the system creates the prices from the information stored in the condition records. The role Customizing Project Employees [Ext.] (SAP_BC_CUS_CUSTOMIZER) is available to you for functions in Customizing. The role Sales Deal and Promotion Processing [Page 13] (SAP_LO_SD_PRICING_MAINTAIN) is available to you for processing sales deals and promotions.
20
April 2001
SAP AG
Sales and Distribution (SD) Release Blocked Documents for Billing
Release Blocked Documents for Billing
SAP_LO_SD_BLOCKED_BILLING_DOC
Tasks
This role groups together activities for releasing sales documents, which are blocked for billing. You can display which sales documents are blocked for billing, and change them. You can release individual sales documents or several sales documents for billing at the same time, and change billing documents (invoices, credit memos, debit memos).
Activities in Sales and Distribution Processing (SD)
• • • Release sales orders for billing Change billing document List of blocked billing documents
Integration
Billing Processing [Page 15] Invoice List Processing [Page 17]
April 2001
21
Sales and Distribution (SD) Release Sales Orders for Delivery
SAP AG
Release Sales Orders for Delivery
SAP_LO_SD_RELEASE_FOR_DELIVERY
Tasks
This role contains all the functions you need for releasing sales orders, which are blocked for the delivery.
Activities in Sales and Distribution Processing (SD)
• • • Change sales order Block and unblock customer from sales view Generate lists for incomplete sales documents and for sales documents blocked for delivery
22
April 2001
SAP AG
Sales and Distribution (SD) Display Sales Information
Display Sales Information
SAP_LO_SD_SALES_DISPLAY
Tasks
This role groups together functions for displaying sales information. This includes the display of sales documents, of different lists for sales documents and item proposals, of material exclusion and material listing.
Activities in Sales and Distribution Processing (SD)
• • • • • Generate list for quotations, contracts, sales orders or scheduling agreements Generate list for incomplete quotations, contracts, sales orders or scheduling agreements Generate list of sales orders blocked for delivery Display sales activities, item proposals, material listing and material exclusion Sales support monitor
April 2001
23
Sales and Distribution (SD) Display Billing Documents
SAP AG
Display Billing Documents
SAP_LO_SD_BILLING_DISPLAY
Tasks
This role contains functions for displaying billing documents (invoices, credit memos, debit memos).
Activities in Sales and Distribution Processing (SD)
• • • Display billing document Display list of billing documents Display blocked billing documents
24
April 2001
SAP AG
Sales and Distribution (SD) Sales Analysis
Sales Analysis
SAP_LO_SD_SALES_PERFORMANCE
Tasks
In this role, activities are grouped together for analysis and Controlling in Sales. This contains, for example, diverse evaluations, such as the list of the top customers or materials, flexible planning, customer information, such as sales summary, lists of inquiries, backlogged sales orders, overdue contracts or rebate agreements.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • Contracts:Lists for overdue and completed contracts Quotations:Lists for overdue and completed quotations Backorder processing:Backlog list, selection list Generate list for: Inquiries, rebate agreements, scheduling agreements Information on the customer: Sales summary, list of top customer Material information: List of top materials Sales support monitor Flexible planning: Display/create/change
April 2001
25
Sales and Distribution (SD) Credit Management in Sales and Distribution Documents
SAP AG
Credit Management in Sales and Distribution Documents
SAP_LO_SD_CREDIT_MANAGEMENT
Tasks
This role groups together all the functions which are available to you in Sales and Distribution Processing for the credit manager. This includes releasing sales and distribution documents which are blocked for credit reasons, credit authorization, diverse list functions for sales and distribution documents, deliveries and billing documents.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • • Process credit authorization for sales and distribution documents List of released sales and distribution documents List of blocked sales and distribution documents Process credit authorization according to sales and distribution document Process credit authorization according to delivery List of incomplete sales and distribution documents Sales and distribution documents blocked for delivery Delivery monitor List of billing documents
Integration
The role of the credit manager also includes, alongside activities in sales and distribution processing (SD), activities in Financial Accounting (FI), such as, for example, master data maintenance and different list and control functions. You can find further activities in the context of credit management in the following roles: • • Display Credit Data [Ext.] (SAP_FI_AR_DISPLAY_CREDIT_INFO) Credit Management Master Data [Ext.] (SAP_FI_AR_CREDIT_MASTER_DATA)
26
April 2001
SAP AG
Sales and Distribution (SD) Backorder Processing
Backorder Processing
SAP_LO_SD_BACKORDERS
Tasks
This role groups together activities for processing backlogged sales orders, and their rescheduling. This includes listing sales documents relevant for requirements for specific materials, and processing the confirmation manually. This means that missing parts can be cleared, if ATP quantities are assigned, or quantities already confirmed are cancelled, or assigned as new. As an alternative to backorder processing with a selection list according to sales documents, it is also possible to select and process backlogged sales orders for an individual material.
Activities in Sales and Distribution Processing (SD)
• • • • • Display backlogged sales orders Process backorder processing using selection list according to sales documents Backorder processing: access using the material Execute rescheduling of sales documents Evaluate rescheduling of sales documents
April 2001
27
Sales and Distribution (SD) Sales Support
SAP AG
Sales Support
SAP_LO_SD_SALES_SUPPORT
Tasks
This role groups together functions which are needed for processing pre-sales activities. This includes functions for supporting Sales and Distribution using pre-sales data, processing and maintaining data about contact persons and interested parties, functions for executing mailing promotions, evaluating data on competitors and their products, and different functions for displaying information about the customer.
Activities in Sales and Distribution Processing (SD)
• • • • • • Create/change/display sales activities Executing mailing promotions Display and create interested parties and contact persons Display sales summary Sales support monitor Display competitive products
28
April 2001
SAP AG
Sales and Distribution (SD) Output Processing
Output Processing
SAP_LO_SD_OUTPUT_PROCESS
Tasks
This role contains activities which you need for sending information (for example, sales order confirmation) in the Sales area.
Activities in Sales and Distribution Processing (SD)
• Display/change/create output-condition records in Sales
April 2001
29
doc_710041151.pdf
Product distribution (or place) is one of the four elements of the marketing mix. Distribution is the process of making a product or service available for use or consumption by a consumer or business user, using direct means, or using indirect means with intermediaries.
Sales and Distribution (SD)
Release 4.6C
MYSAP.ROLES_S_SD
Sales and Distribution (SD)
SAP AG
Copyright
© Copyright 2001 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft , WINDOWS , NT , EXCEL , Word , PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM , DB2 , OS/2 , DB2/6000 , Parallel Sysplex , MVS/ESA , RS/6000 , AIX , S/390 , ® ® ® AS/400 , OS/390 , and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and Informix Dynamic Server Informix Software Incorporated.
® ® ® ® ® ® TM ® ® ® ® ® ® ® ® ® ® ® ® ® ® ® ® ®
are registered trademarks of
UNIX , X/Open , OSF/1 , and Motif are registered trademarks of the Open Group. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C , World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, ABAP, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.
® ® ®
2
April 2001
SAP AG
Sales and Distribution (SD)
Icons
Icon Meaning Caution Example Note Recommendation Syntax Tip
April 2001
3
Sales and Distribution (SD)
SAP AG
Contents
Sales and Distribution (SD)........................................................................................... 5
Inquiry Processing ...................................................................................................................................... 6 Quotation Processing ................................................................................................................................. 7 Contract Processing.................................................................................................................................... 8 Sales Order Processing .............................................................................................................................. 9 Scheduling Agreement Processing ......................................................................................................... 10 Returns Processing................................................................................................................................... 11 Rebate Processing .................................................................................................................................... 12 Sales Deal and Promotion Processing.................................................................................................... 13 Display Customer and Material Information ........................................................................................... 14 Billing Processing (online) ....................................................................................................................... 15 Billing Processing (In The Background) ................................................................................................. 16 Invoice List Processing............................................................................................................................. 17 Maintain Customer and Material Information ......................................................................................... 18 Display Pricing........................................................................................................................................... 19 Maintain Pricing ......................................................................................................................................... 20 Release Blocked Documents for Billing.................................................................................................. 21 Release Sales Orders for Delivery ........................................................................................................... 22 Display Sales Information......................................................................................................................... 23 Display Billing Documents ....................................................................................................................... 24 Sales Analysis............................................................................................................................................ 25 Credit Management in Sales and Distribution Documents ................................................................... 26 Backorder Processing............................................................................................................................... 27 Sales Support............................................................................................................................................. 28 Output Processing..................................................................................................................................... 29
4
April 2001
SAP AG
Sales and Distribution (SD) Sales and Distribution (SD)
Sales and Distribution (SD)
In the following, you can find the singles roles for the “Sales and Distribution (SD)” components.
April 2001
5
Sales and Distribution (SD) Inquiry Processing
SAP AG
Inquiry Processing
SAP_LO_SD_INQUIRY_PROCESSING
Tasks
This role contains all the functions which you need for processing inquiries.
Activities in Sales and Distribution Processing (SD)
• • • Create/change/display inquiries Generate lists for inquiries and incomplete inquiries Select sales documents according to object status
6
April 2001
SAP AG
Sales and Distribution (SD) Quotation Processing
Quotation Processing
SAP_LO_SD_QUOTATION_PROCESSING
Tasks
This role contains all the functions which you need for processing quotations.
Activities in Sales and Distribution Processing (SD)
• • • Create/change/display quotations Generate lists for quotations and incomplete quotations Select sales documents according to object status
April 2001
7
Sales and Distribution (SD) Contract Processing
SAP AG
Contract Processing
SAP_LO_SD_CONTRACT_PROCESSING
Tasks
This role contains all the functions which you need for processing contracts (for example, group contracts, value contracts, quantity contracts, service contracts). This also includes the generation of lists with contracts according to various criteria. From the lists, you can then go to processing.
Activities in Sales and Distribution Processing (SD)
The following activities for contracts are available to you with this role: • • • • Create/change/display contracts Generate and process list of contracts Generate and process list of incomplete contracts Select sales documents according to object status
Integration
You need material and customer information for processing material and customer information. For example, you work with the customer hierarchy for value contracts. The roles Display Customer and Material Information [Page 14] (SAP_LO_SD_INFORMATION_DISPLAY) and Maintain Customer and Material Information [Page 18] (SAP_LO_SD_INFORMATION_PROCESSING) contain all the functions you need in order to display or maintain customer-specific information and material information about the customer. The role Maintain Pricing [Page 20] (SAP_LO_SD_PRICING_MAINTAIN) contains functions for maintaining pricing.
8
April 2001
SAP AG
Sales and Distribution (SD) Sales Order Processing
Sales Order Processing
SAP_LO_SD_SALES_ORD_PROCESSING
Tasks
This role contains all the functions you need for processing sales orders. Alongside sales order processing, it is possible to generate lists with sales orders according to various criteria. From the lists, you can then go to sales order processing.
Activities in Sales and Distribution Processing (SD)
• • • • • • Create/change/display sales orders Generate and process list of sales orders Generate and process list of imcomplete sales orders Select and process sales documents according to object status Select and process sales documents in a period of time Select and process duplicate sales documents in a period of time
April 2001
9
Sales and Distribution (SD) Scheduling Agreement Processing
SAP AG
Scheduling Agreement Processing
SAP_LO_SD_SCHED_AGR_PROCESSING
Tasks
This role contains all the functions you need for processing Scheduling Agreements [Ext.] This includes processing scheduling agreements and generating a list for incomplete scheduling agreements. The incomplete scheduling agreements can be processed from the list.
Activities in Sales and Distribution Processing (SD)
• • • Scheduling agreement processing Select and process incomplete scheduling agreements Select sales documents according to object status
10
April 2001
SAP AG
Sales and Distribution (SD) Returns Processing
Returns Processing
SAP_LO_SD_RETURN_PROCESSING
Tasks
If a customer sends back damaged goods, or goods that were delivered as samples, you can enter a return, and subsequently execute a new delivery. This role contains all the functions you need for processing returns and delivering goods. Returns are displayed in the SAP System as a special sales document type. Working with returns takes place using the general transaction for sales order processing.
Activities in Sales and Distribution Processing (SD)
• • Create/change/display sales orders Create/change outbound delivery
April 2001
11
Sales and Distribution (SD) Rebate Processing
SAP AG
Rebate Processing
SAP_LO_SD_REBATE_PROCESSING
Tasks
Particular discounts which granted to the customer depending on his sales volume, are defined in the SAP System as rebate agreements. This role contains functions for processing rebate agreements and displaying and updating billing documents.
Activities in Sales and Distribution Processing (SD)
Rebate processing: • • • • • • • Maintain rebate agreements Extend rebate agreement Settlement of rebate agreements Generate list of rebate agreements
Billing document: Display billing document Compare the rebate basis from billing documents and statistics Update billing documents referring to rebate conditions
Integration
The volume-based rebate differs from other discounts in that it is based on the customer’s sales volume within a specific period of time, and is paid subsequently. The system processes a volume-based rebate in the same way as other price elements. Volume-based rebates are saved in condition records. Control of rebate processing is carried out using condition types, pricing procedures and access sequences. This control data is defined in Customizing for Sales. Rebate agreement types must also be pre-defined in Customizing for Sales. The role Customizing Project Employees [Ext.] (SAP_BC_CUS_CUSTOMIZER) is available to you for functions. The role Billing Processing [Page 15] also contains functions which, if necessary, can be combined with the role rebate processing.
12
April 2001
SAP AG
Sales and Distribution (SD) Sales Deal and Promotion Processing
Sales Deal and Promotion Processing
SAP_LO_SD_DEALS_PROMOTI_PROCES
Tasks
This role contains all the functions you need for processing sales deals and promotions. With promotions and sales deals, you can implement marketing programs with broadly created discount structures. A promotion usually portrays a general marketing plan for a specific product or a product group, for example, a promotion for a series of products during a sales season. A promotion can include several different sales deals.
Activities in Sales and Distribution Processing (SD)
The following activities for sales deals and promotions are available to you with this role: • • • • Create/change/display sales deals Generate list of sales deals Create/change/display promotions Generate list of promotions
Integration
Before you can create promotions and sales deals as master data in the system, you first have to define the agreement types you want to use. Types of promotions and sales deals are defined exactly as rebate agreement types in Customizing for Sales and Distribution. For example, you can create different sales deals to differentiate between different product groups. The role Customizing Project Employees [Ext.] (SAP_BC_CUS_CUSTOMIZER) is available to you for functions in Customizing.
April 2001
13
Sales and Distribution (SD) Display Customer and Material Information
SAP AG
Display Customer and Material Information
SAP_LO_SD_INFORMATION_DISPLAY
Tasks
This role contains functions for displaying information on materials (for example, master record, material listing, exclusion, cross selling materials, sales deals, promotions), for displaying customer-specific information (for example, master record, customer hierarchy, value contracts for the customer, rebate agreements), and customer material info records.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • • • • Display customer (Sales) Display material Display material listing/exclusion Select customer material info record according to customer Select customer material info record according to material Display customer hierarchy Display sales deals Display promotions Display rebate agreements Display cross selling materials Display assortment module for value contracts
14
April 2001
SAP AG
Sales and Distribution (SD) Billing Processing (online)
Billing Processing (online)
SAP_LO_SD_BILLING_PROCESSING
Tasks
This role groups together functions for online billing processing (invoices, credit memos, debit memos), and retroactive billing. Retroactive billing can then be included if price agreements have an effect on billing documents which have already been settled.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • • • Create/change/display billing document Cancel billing document Retroactive billing Process billing due list Set billing date Display billing documents from the archive List of billing documents Rebook accounting indicator Release sales orders for billing Display sales and distribution documents blocked for billing
Integration
The role Rebate Processing [Page 12] contains all the functions for processing rebate settlements.
April 2001
15
Sales and Distribution (SD) Billing Processing (In The Background)
SAP AG
Billing Processing (In The Background)
SAP_LO_SD_BILLING_BATCH_PROCESSING
Tasks
This role contains all the functions for executing billing processing in the background. This includes, alongside displaying a billing document, generating batch jobs for billing and displaying information about which billing documents have already been generated from the billling due list.
With the report RSNAST00, you can send messages (for example, invoices, invoice lists) at a later date, using background processing. This report is not made available in the context of this role.
Activities in Sales and Distribution Processing (SD)
• • • Display billing document Generate batch jobs for billing Generate log for billing document run
16
April 2001
SAP AG
Sales and Distribution (SD) Invoice List Processing
Invoice List Processing
SAP_LO_SD_INVOICELIST_PROCESSI
Tasks
This role contains all the activities for working with invoice lists which you need for processing invoices. Invoice lists make it possible to send a list which contains several billing documents (invoices, credit and debit memos) to a payer at specific time intervals or on specific days. These lists can be generated in background processing. Single documents or collective documents can be included in the billing documents in the invoice list (collective invoices contain items from more than one delivery). There are two types of invoice lists in the Standard: • • one for invoices and debit memos one for credit memos
Activities in Sales and Distribution Processing (SD)
• • • • • Create/change/display invoice lists Process worklist for invoice lists Generate invoice list Generate cancellation invoice list Display invoice list from the archive
Integration
Billing Processing [Page 15]
April 2001
17
Sales and Distribution (SD) Maintain Customer and Material Information
SAP AG
Maintain Customer and Material Information
SAP_LO_SD_INFORMATION_PROCESSING
Tasks
This role contains all the functions which you need in order to maintain customer-specific information and material information on the customer. This includes master data maintenance of the material and the customer, maintenance of customer hierarchy, maintenance of customer-specific data on a material, of proposal lists (item proposal) for sales document entry, of substition materials and maintenance of value contracts.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • • • • • Maintain material listing/exclusion Reference material listing/exclusion Maintain material substitution Reference material substitution Maintain material information Select customer material information according to material or customer Maintain material Maintain customer (Sales) Maintain customer hierarchy Maintain materials for cross selling Maintain value contracts Maintain Incoterms
18
April 2001
SAP AG
Sales and Distribution (SD) Display Pricing
Display Pricing
SAP_LO_SD_PRICING_DISPLAY
Tasks
This role groups together functions which you need for displaying pricing data for a material. This displays pricing conditions, lists for conditions, and displays how free goods are created by the system.
Activities in Sales and Distribution Processing (SD)
• • • • Display condition records Display condition lists Display conditions using index Display free goods determination
April 2001
19
Sales and Distribution (SD) Maintain Pricing
SAP AG
Maintain Pricing
SAP_LO_SD_PRICING_MAINTAIN
Tasks
This role contains functions for defining pricing, on the basis of which the prices and costs are calculated. The basis for pricing is the maintenance of conditions, with the help of which conditions can be defined, which should be a basis for calculating a price. This also includes the maintenance of conditions, when a free good (exclusive bonus quantity or inclusive bonus quantity) should be granted.
Activities in Sales and Distribution Processing (SD)
• • • • • • Create/change/display condition Condition processing using index Create/change/display free good Create/change/display condition lists Process net price list Release expected customer price
Integration
In Customizing for Sales and Distribution, you define how the system creates the prices from the information stored in the condition records. The role Customizing Project Employees [Ext.] (SAP_BC_CUS_CUSTOMIZER) is available to you for functions in Customizing. The role Sales Deal and Promotion Processing [Page 13] (SAP_LO_SD_PRICING_MAINTAIN) is available to you for processing sales deals and promotions.
20
April 2001
SAP AG
Sales and Distribution (SD) Release Blocked Documents for Billing
Release Blocked Documents for Billing
SAP_LO_SD_BLOCKED_BILLING_DOC
Tasks
This role groups together activities for releasing sales documents, which are blocked for billing. You can display which sales documents are blocked for billing, and change them. You can release individual sales documents or several sales documents for billing at the same time, and change billing documents (invoices, credit memos, debit memos).
Activities in Sales and Distribution Processing (SD)
• • • Release sales orders for billing Change billing document List of blocked billing documents
Integration
Billing Processing [Page 15] Invoice List Processing [Page 17]
April 2001
21
Sales and Distribution (SD) Release Sales Orders for Delivery
SAP AG
Release Sales Orders for Delivery
SAP_LO_SD_RELEASE_FOR_DELIVERY
Tasks
This role contains all the functions you need for releasing sales orders, which are blocked for the delivery.
Activities in Sales and Distribution Processing (SD)
• • • Change sales order Block and unblock customer from sales view Generate lists for incomplete sales documents and for sales documents blocked for delivery
22
April 2001
SAP AG
Sales and Distribution (SD) Display Sales Information
Display Sales Information
SAP_LO_SD_SALES_DISPLAY
Tasks
This role groups together functions for displaying sales information. This includes the display of sales documents, of different lists for sales documents and item proposals, of material exclusion and material listing.
Activities in Sales and Distribution Processing (SD)
• • • • • Generate list for quotations, contracts, sales orders or scheduling agreements Generate list for incomplete quotations, contracts, sales orders or scheduling agreements Generate list of sales orders blocked for delivery Display sales activities, item proposals, material listing and material exclusion Sales support monitor
April 2001
23
Sales and Distribution (SD) Display Billing Documents
SAP AG
Display Billing Documents
SAP_LO_SD_BILLING_DISPLAY
Tasks
This role contains functions for displaying billing documents (invoices, credit memos, debit memos).
Activities in Sales and Distribution Processing (SD)
• • • Display billing document Display list of billing documents Display blocked billing documents
24
April 2001
SAP AG
Sales and Distribution (SD) Sales Analysis
Sales Analysis
SAP_LO_SD_SALES_PERFORMANCE
Tasks
In this role, activities are grouped together for analysis and Controlling in Sales. This contains, for example, diverse evaluations, such as the list of the top customers or materials, flexible planning, customer information, such as sales summary, lists of inquiries, backlogged sales orders, overdue contracts or rebate agreements.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • Contracts:Lists for overdue and completed contracts Quotations:Lists for overdue and completed quotations Backorder processing:Backlog list, selection list Generate list for: Inquiries, rebate agreements, scheduling agreements Information on the customer: Sales summary, list of top customer Material information: List of top materials Sales support monitor Flexible planning: Display/create/change
April 2001
25
Sales and Distribution (SD) Credit Management in Sales and Distribution Documents
SAP AG
Credit Management in Sales and Distribution Documents
SAP_LO_SD_CREDIT_MANAGEMENT
Tasks
This role groups together all the functions which are available to you in Sales and Distribution Processing for the credit manager. This includes releasing sales and distribution documents which are blocked for credit reasons, credit authorization, diverse list functions for sales and distribution documents, deliveries and billing documents.
Activities in Sales and Distribution Processing (SD)
• • • • • • • • • Process credit authorization for sales and distribution documents List of released sales and distribution documents List of blocked sales and distribution documents Process credit authorization according to sales and distribution document Process credit authorization according to delivery List of incomplete sales and distribution documents Sales and distribution documents blocked for delivery Delivery monitor List of billing documents
Integration
The role of the credit manager also includes, alongside activities in sales and distribution processing (SD), activities in Financial Accounting (FI), such as, for example, master data maintenance and different list and control functions. You can find further activities in the context of credit management in the following roles: • • Display Credit Data [Ext.] (SAP_FI_AR_DISPLAY_CREDIT_INFO) Credit Management Master Data [Ext.] (SAP_FI_AR_CREDIT_MASTER_DATA)
26
April 2001
SAP AG
Sales and Distribution (SD) Backorder Processing
Backorder Processing
SAP_LO_SD_BACKORDERS
Tasks
This role groups together activities for processing backlogged sales orders, and their rescheduling. This includes listing sales documents relevant for requirements for specific materials, and processing the confirmation manually. This means that missing parts can be cleared, if ATP quantities are assigned, or quantities already confirmed are cancelled, or assigned as new. As an alternative to backorder processing with a selection list according to sales documents, it is also possible to select and process backlogged sales orders for an individual material.
Activities in Sales and Distribution Processing (SD)
• • • • • Display backlogged sales orders Process backorder processing using selection list according to sales documents Backorder processing: access using the material Execute rescheduling of sales documents Evaluate rescheduling of sales documents
April 2001
27
Sales and Distribution (SD) Sales Support
SAP AG
Sales Support
SAP_LO_SD_SALES_SUPPORT
Tasks
This role groups together functions which are needed for processing pre-sales activities. This includes functions for supporting Sales and Distribution using pre-sales data, processing and maintaining data about contact persons and interested parties, functions for executing mailing promotions, evaluating data on competitors and their products, and different functions for displaying information about the customer.
Activities in Sales and Distribution Processing (SD)
• • • • • • Create/change/display sales activities Executing mailing promotions Display and create interested parties and contact persons Display sales summary Sales support monitor Display competitive products
28
April 2001
SAP AG
Sales and Distribution (SD) Output Processing
Output Processing
SAP_LO_SD_OUTPUT_PROCESS
Tasks
This role contains activities which you need for sending information (for example, sales order confirmation) in the Sales area.
Activities in Sales and Distribution Processing (SD)
• Display/change/create output-condition records in Sales
April 2001
29
doc_710041151.pdf