SCM605 Sales Processing in SAP ERP

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SCM605 Sales Processing in SAP ERP. COURSE OUTLINE Course Version: 15 Course Duration: 5 Day(s)

SAP Copyrights and Trademarks 2015 SAP SE. 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 SE. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iseries, pseries, xseries, zseries, eserver, z/vm, z/os, i5/os, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C 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, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, ianywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company.

All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP SE and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. Copyright. All rights reserved. iii

iv Copyright. All rights reserved.

Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used. This information is displayed in the instructor s presentation Demonstration Procedure Warning or Caution Hint Related or Additional Information Facilitated Discussion User interface control Example text Window title Example text Copyright. All rights reserved. v

vi Copyright. All rights reserved.

Contents ix Course Overview 1 Unit 1: Introduction to the Sales and Distribution Process 1 Lesson: Processing Sales Documents 3 Unit 2: Enterprise Structures in Sales and Distribution 3 Lesson: Setting Up Enterprise Structures 5 Unit 3: Sales Order Processing 5 Lesson: Identifying Sources of Document Data 5 Lesson: Using Additional Functions During Sales Order Processing 7 Unit 4: Sales Document Customizing 7 Lesson: Controlling Sales Processes 7 Lesson: Defining Sales Document Types 7 Lesson: Applying Item Categories 7 Lesson: Interpreting the Automatic Determination of Item Category 7 Lesson: Using Bills of Material in Sales Documents 7 Lesson: Applying Schedule Line Categories 8 Lesson: Interpreting the Automatic Determination of Schedule Line Category 9 Unit 5: Data Flow 9 Lesson: Interpreting the Document Flow of Sales Processes 9 Lesson: Setting Up Copying Control 11 Unit 6: Special Business Processes 11 Lesson: Executing Special Business Processes 13 Unit 7: Incomplete Documents 13 Lesson: Handling Incomplete Documents 13 Lesson: Setting Up an Incompletion Procedure 15 Unit 8: Business Partners 15 Lesson: Using Partner Functions in Sales and Distribution Processes 15 Lesson: Setting Up Partner Determination Procedures Copyright. All rights reserved. vii

17 Unit 9: Outline Agreements 17 Lesson: Using Outline Agreements 17 Lesson: Interpreting the Setup of Value Contracts 17 Lesson: Setting Up Specific Contract Data 19 Unit 10: Material Determination 19 Lesson: Setting Up Material Determination 21 Unit 11: Material Listing and Exclusion 21 Lesson: Setting Up Master Data for Material Listing and Material Exclusion 23 Unit 12: Free Goods 23 Lesson: Setting Up the Determination of Free Goods 25 Unit 13: Sales Scenarios 25 Lesson: Setting Up a Cash Sales Scenario 25 Lesson: Controlling the Usage of Bills of Material in a Sales Order 25 Lesson: Setting Up a Material Determination Scenario viii Copyright. All rights reserved.

Course Overview TARGET AUDIENCE This course is intended for the following audiences: Application Consultant Data Consultant Development Consultant Industry / Business Analyst Consultant Support Consultant Technology Consultant Project Stakeholder Copyright. All rights reserved. ix

x Copyright. All rights reserved.

UNIT 1 Introduction to the Sales and Distribution Process Lesson 1: Processing Sales Documents Process sales documents Copyright. All rights reserved. 1

Unit 1: Introduction to the Sales and Distribution Process 2 Copyright. All rights reserved.

UNIT 2 Enterprise Structures in Sales and Distribution Lesson 1: Setting Up Enterprise Structures Set up enterprise structures Copyright. All rights reserved. 3

Unit 2: Enterprise Structures in Sales and Distribution 4 Copyright. All rights reserved.

UNIT 3 Sales Order Processing Lesson 1: Identifying Sources of Document Data Identify the sources of document data Lesson 2: Using Additional Functions During Sales Order Processing Use additional functions during sales order processing Copyright. All rights reserved. 5

Unit 3: Sales Order Processing 6 Copyright. All rights reserved.

UNIT 4 Sales Document Customizing Lesson 1: Controlling Sales Processes Control sales processes Lesson 2: Defining Sales Document Types Define a sales document type Lesson 3: Applying Item Categories Analyze item categories Lesson 4: Interpreting the Automatic Determination of Item Category Interpret the item category determination Lesson 5: Using Bills of Material in Sales Documents Use BOMs in sales documents Lesson 6: Applying Schedule Line Categories Copyright. All rights reserved. 7

Unit 4: Sales Document Customizing Analyze schedule line categories Lesson 7: Interpreting the Automatic Determination of Schedule Line Category Interpret the automatic determination of schedule line categories 8 Copyright. All rights reserved.

UNIT 5 Data Flow Lesson 1: Interpreting the Document Flow of Sales Processes Interpret the document flow of sales processes Lesson 2: Setting Up Copying Control Set up copying control Copyright. All rights reserved. 9

Unit 5: Data Flow 10 Copyright. All rights reserved.

UNIT 6 Special Business Processes Lesson 1: Executing Special Business Processes Execute special business processes Copyright. All rights reserved. 11

Unit 6: Special Business Processes 12 Copyright. All rights reserved.

UNIT 7 Incomplete Documents Lesson 1: Handling Incomplete Documents Handle incomplete documents Lesson 2: Setting Up an Incompletion Procedure Set up an incompletion procedure Copyright. All rights reserved. 13

Unit 7: Incomplete Documents 14 Copyright. All rights reserved.

UNIT 8 Business Partners Lesson 1: Using Partner Functions in Sales and Distribution Processes Use partner functions in sales and distribution processes Lesson 2: Setting Up Partner Determination Procedures Set up a partner determination procedure Copyright. All rights reserved. 15

Unit 8: Business Partners 16 Copyright. All rights reserved.

UNIT 9 Outline Agreements Lesson 1: Using Outline Agreements Use outline agreements Lesson 2: Interpreting the Setup of Value Contracts Interpret the setup of value contracts Lesson 3: Setting Up Specific Contract Data Set up specific contract data Copyright. All rights reserved. 17

Unit 9: Outline Agreements 18 Copyright. All rights reserved.

UNIT 10 Material Determination Lesson 1: Setting Up Material Determination Set up material determination Copyright. All rights reserved. 19

Unit 10: Material Determination 20 Copyright. All rights reserved.

UNIT 11 Material Listing and Exclusion Lesson 1: Setting Up Master Data for Material Listing and Material Exclusion Maintain condition records for material listing and material exclusion Copyright. All rights reserved. 21

Unit 11: Material Listing and Exclusion 22 Copyright. All rights reserved.

UNIT 12 Free Goods Lesson 1: Setting Up the Determination of Free Goods Set up the determination of free goods Copyright. All rights reserved. 23

Unit 12: Free Goods 24 Copyright. All rights reserved.

UNIT 13 Sales Scenarios Lesson 1: Setting Up a Cash Sales Scenario Set up a cash sales scenario Lesson 2: Controlling the Usage of Bills of Material in a Sales Order Control the usage of bills of material (BOMs) in a sales order Lesson 3: Setting Up a Material Determination Scenario Set up a material determination scenario Copyright. All rights reserved. 25