Phase III - Fulfillment V2.23

CASE STUDY
SAP ERP Configuration Phase III

Product PREREQUISITES
Fulfillment
SAP ERP GBI You should be familiar with
Release 6.04 navigation in the SAP system.
Revised It is also recommended that

6/24/2014 you have gone through the
procurement exercise.
Focus
Fulfillment ACKNOWLEDGEMENT
This material was prepared
Authors with the assistance of student
Simha R. Magal interns at the Seidman ERP
Stefan Weidner program at Grand Valley
Tom Wilder State University and the SAP
Club at CSU Chico as well as
Version student and research
2.23 assistants at SAP UCC
MOTIVATION Magdeburg.
You will configure the
enterprise structure and Also, thanks to Corrie Fiedler
business processes for (Senior Lecturer, Information
Fulfillment. & Decision Sciences, Carlson
School of Management,
After setting up the University of Minnesota) for
organization units and her assistance in improving
process parameters, you this exercise.
will create necessary
master data and test the
business process.
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Phase III Fulfillment CASE STUDY
Overview and Table of

Contents
Enterprise Rules and Process
Master Data
Structure Parameters Execution
Table of Contents
General Notes and Cautions........................................................................................................1
Part III.1 Enterprise Structure...................................................................................................3
Part III.2 Rules and Parameters..............................................................................................16
Part III.3 Master Data.............................................................................................................. 24
Part III.4 Process Execution....................................................................................................29
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General Notes and Cautions

Warning: When working with other classmates at the same time in the same transactions within SPRO,
tables will tend to lock up and you will only be able to display them. This is due to the fact that the system
does not allow multiple users in the same transaction at the same time. To get passed this message, simply
wait until the current user in the transaction is finished and then proceed.
Attributes: At times, certain attributes or fields may not appear to have the name of them in front of the
user. To display the full name of the attribute or field, simply click within the field and then press the F1
key. This will bring up not only the title of the field, but it will bring up the full description of it to read.
The ## Symbol: When working with other classmates at the same time, you will be assigned your own
unique identifier which is called the ## Symbol or the Pound Pound Symbol. This will be your
identifier and is ASSIGNED FOR YOUR OWN USE ONLY!!! Please be cautious about other classmates
attempting to use your identifier whether it is on purpose or not and if you suspect other classmates using
it, inform your professor immediately so that fixes can be made accordingly. For example, if Ashley has
an identifier of 09, Ashleys company code will be US09.
The Search Tool: At times in this document, the instructions will ask you to search for something to put
in a field. When it does this, simply click on the field itself and click on the icon to the right of it (it looks
like a white square). Clicking on it will bring up another window and you will search from there. You
may also search other field by clicking on the downward arrow that may be on the left or right of the
field. It will bring up a drop down menu that will have options to choose from and click.
Where do I start? : There are three ways to proceed within the SAP system: Using the SAP Easy
Access menu, using the SAP Menu Bar, and using the SAP Customizing Implementation Guide
menu. All three of these are explained below:
1. The SAP Easy Access menu appears when you start a new session.
2. The SAP Menu Bar also appears when you start a new session at the very top of the screen.
3. In the SAP Customizing Implementation Guide, there are two ways you may use to get here:
a. The first is to simply type SPRO in the transaction field at the top of the screen.
b. Proceed through the path to get there. The path consists of the following:
(In the main menu of SAP, click on the black arrows on the left of these names) SAP menu Tools
Customizing IMG Execute Project (double-click on Execute Project)
In the Customizing: Execute Project screen, click on the icon.
Saving: When the instructions to tell you to save data, always press the Enter key to validate. If there
are error(s) that occur, they must be corrected before continuing to the next task. You will find errors from
a transaction when there are red icons that appear in the message area. Messages that are yellow contain
warnings and not errors. At times, these must be fixed in order to move on. However, most of the time,
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they do not need to be fixed and you can simply enter through them. Green messages are obviously
showing that nothing went wrong with the transaction and that you may proceed to the next task.
Set Controlling Area Pop-Up: At times throughout this phase, there will be times when the system asks
you enter your controlling area to clarify which controlling area you are configuring for.
If this should happen, in the Set Controlling Area pop-up, enter the following information:
Attribute Description Data Value

Controlling Area Uniquely identifies a controlling area. NA##
Click on (CONTINUE (ENTER)).
This will get you into the next screen where the instructions will then tell you what to do for the task.
Enter Chart of Accounts Pop-Up: At times throughout this phase, there will be times when the system
asks you enter your chart of accounts to clarify which chart of accounts you are configuring for.
If this should happen, in the Enter Chart of Accounts pop-up, enter the following information:

Chart of Accounts Key that uniquely identifies a chart of accounts. GL##
This will get you into the next screen where the instructions will then tell you what to do for the task.
Differences in Font: Throughout this phase you will see tables with different fonts used in the Data Value
column. The normal Times New Roman indicates you enter exactly what is typed out except for the ##
Symbol where you would put in your identifier. The italicized Times New Roman font indicates the data is
looked up or found.

Times New Roman Font that tells you to enter what is written. Times New Roman
Times New Roman Font that tells you the data that needs to be Times New Roman
(Italicized) looked up. (Italicized)
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Part III.1 Enterprise Structure

Master Data
Table of Contents
III.1.1: Define Sales Organization................................................................................................4
III.1.2: Define Shipping Point.......................................................................................................6
III.1.3: Assign Sales Organization to Comp. Code.......................................................................8
III.1.4: Assign Distribution Channel to Sales Org.........................................................................9
III.1.5: Assign Division to Sales Organization.............................................................................10
III.1.6: Set Up Sales Area........................................................................................................... 11
III.1.7: Assign SO Distribution Channel Plant.......................................................................12
III.1.8: Assign Sales Area to Credit Control Area........................................................................13
III.1.9: Assign Business Area to Plant and Div............................................................................14
III.1.10: Assign Shipping Point to Plant......................................................................................15
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III.1.1: Define Sales Organization

Description: You will create two Sales Organizations that will eventually be associated with your
Company Code. Sales Organizations are responsible for the sale and distribution of products - or
services - within a specific geographic area. A Sales Organization negotiates:
terms and conditions for sales and

customer disputes and returns
In addition, a Sales Organization is highest level of aggregation in sales-related reporting.
GBI has two Sales Organizations within the US: US East (UE##) and US West (UW##).
Warning: See General Notes and Cautions about table locks.
Navigation: SAP Customizing Implementation Guide Enterprise Structure Definition Sales and
Distribution Define, copy, delete, check sales organization
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In the Choose Activity pop-up, double-click on Define Sales Organization.
Tasks and Data Entry:
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In the Change View Sales organizations: Overview screen, click on the icon.
In the New Entries: Details of Added Entries screen, enter the following information:

Sales Organization Unit responsible for the sales of certain products. UE##
Name Name ## US East
Statistics currency Currency that the system automatically proposes for United States Dollar
statistics that you generate for a particular organization. (USD)
Address text name Text name for form text module short address. ARDS_SENDER
Letter header text Text name for form text module letter header. ARDS_HEADER
Footer lines text Text name for formula text module footer lines. ARDS_FOOTER
Greeting text name Text name for form text module: Greeting ARDS_SIGNATURE
Sales org.calendar Sales organization calendar. USA (US)
Rebate proc.active Controls whether rebate processing is active. Selected
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Click on (NEXT ENTRY).
In the Information pop-up, click on the icon.
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In the Edit address: UE## pop-up, click on the icon.
In the Cancel pop-up, click on the icon.
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Sales Organization Unit responsible for the sales of certain products. UW##
Name Name ## US West
Statistics currency Currency that the system automatically proposes for United States Dollar
statistics that you generate for a particular organization. (USD)
Address text name Text name for form text module short address. ARDS_SENDER
Letter header text Text name for form text module letter header. ARDS_HEADER
Footer lines text Text name for formula text module footer lines. ARDS_FOOTER
Greeting text name Text name for form text module: Greeting ARDS_SIGNATURE
Sales org.calendar Sales organization calendar. USA (US)
Rebate proc.active Controls whether rebate processing is active. Selected
Click on (SAVE).
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In the Edit address: UE## pop-up, click on the icon.
In the pop-up, click on the icon.
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You will receive a message that says Data was saved.
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III.1.2: Define Shipping Point

Description: You will create Shipping Points that will eventually be associated with your Plants. A
Shipping Point is a location within a Plant from which goods are shipped and to which goods are
received. Each Plant must contain at least one Shipping Point. A delivery is processed by one shipping
point only.

Navigation: SAP Customizing Implementation Guide Enterprise Structure Definition Logistics
Execution Define, copy, delete, check shipping point
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In the Choose Activity pop-up, double-click on Define shipping point.
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In the Change View Shipping Points: Overview screen, click on the icon.

Shipping Point Location from which you ship the item. DL##
Description Description of the preference zone. ## Dallas
Factory Calendar Identifies the factory calendar that is valid. USA (US)
Determine Load. Time Indicates whether the system automatically Default from shipping point
determines a loading time (how long it takes to (C)
load the goods) when you process deliveries.
Det.Pick/Pack Time Indicates whether the system automatically Default from shipping point
determines a time estimate for picking and (C)
packing when you process deliveries.
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Click on (NEXT ENTRY).
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In the Edit address: DL## pop-up, click on the icon.
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In the Cancel address maintenance pop-up, click on the icon.

Shipping Point Location from which you ship the item. MI##
Description Description of the preference zone. ## Miami
Determine Load. Time
Indicates whether the system automatically Default from shipping point
Click on (NEXT ENTRY)
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In the Edit address: MI## pop-up, click on the icon.
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In the Cancel address maintenance pop-up, click on the icon.

Shipping Point Location from which you ship the item. SD##
Description Description of the preference zone. ## San Diego
Determine Load. Time Indicates whether the system automatically Default from shipping point
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Click on (SAVE).
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In the Edit address: SD## pop-up, click on the icon.
In the pop-up, click on the icon.
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You will receive a message that says Data was saved.
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III.1.3: Assign Sales Organization to Comp. Code

Description: You will associate your two US Sales Organizations to your Company Code.
Sales transactions eventually lead to financial transactions. This association provides the link between
revenue and other sales data, and the General Ledger of your Company Code. A Sales Organization
can be associated with one and only one Company Code.
Navigation: SAP Customizing Implementation Guide Enterprise Structure Assignment Sales

and Distribution Assign sales organization to company code

You are in the Change View Assignment Sales Organization Company Code: Overview screen.
Enter the following information:
SOrg. Name CoCd

Your US East(UE##) ## US East Your Global Bike Inc. (US##)
Your US West(UW##) ## US West Your Global Bike Inc. (US##)
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Click on (SAVE). You will receive a message that says Data was saved.
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If other students have not yet assigned their sales organizations to their company codes, you may get
a message Fill in all required entry fields with the empty company code fields highlighted. If you
receive this message, fill in the appropriate company code for your fellow students and let them know
of the task.
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III.1.4: Assign Distribution Channel to Sales Org.

Description: You will associate Distribution Channels to your two Sales Organizations. These
Distribution Channels already exist in your SAP instance.
A Distribution Channel is a channel through which materials or services reach the customer. A Sales
Organization can contain as many Distribution Channels as needed, and a Distribution Channel can be
valid for more than one Sales Organization.
Notice that both of GBIs US Sales Organizations (UE##, UW##) can sell through the Wholesale
Distribution Channel, however only the US West Sales Organization (UW##) can sell through the
Internet Distribution Channel.

and Distribution Assign distribution channel to sales organization
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In the Change View Assignment Sales Organization: Overview screen, click on the
icon.
In the New Entries: Overview of Added Entries screen, enter the following information:
SOrg. DChl
Your US East(UE##) Wholesale (WH)
Your US West(UW##) Wholesale (WH)
Your US West(UW##) Internet (IN)
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III.1.5: Assign Division to Sales Organization

Description: You will associate Divisions to your two Sales Organizations. These Divisions already
exist in your SAP instance.
A Division is an organizational unit that consolidates materials and services that have similar
characteristics. In general, a Division is similar to the concept of a firms product line. A Sales
Organization can contain as many Divisions as needed, and a Division can be valid for more than one
Sales Organization.
You will associate both the Bicycle and the Accessories Divisions to both of GBIs US Sales
Organizations (UE## and UW##). This indicates that both bikes and accessories can be sold in both
Sales Organizations.

and Distribution Assign division to sales organization
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In the Change View Assignment Sales Organization Division screen, click on the
icon.
SOrg. Dv
Your US East(UE##) Accessories (AS)
Your US East(UE##) Bicycles (BI)
Your US West(UW##) Accessories (AS)
Your US West(UW##) Bicycles (BI)
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III.1.6: Set Up Sales Area

Description: You will set up six Sales Areas. A Sales Area consists of a unique combination of Sales
Organization, Distribution Channel and Division.
Sales Area is a key concept in the Quote-to-Cash business process. A valid Sales Area is required to
create a Customer or to enter any sales transaction (Sales Order, Return Order, etc.) within your
Company Code.

and Distribution Set up sales area

You are in the Change View Assignment Sales Organization: Overview screen.
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Click on (NEW ENTIRES).
SOrg. DChl Dv
Your US East(UE##) Wholesale (WH) Accessories (AS)
Your US East(UE##) Wholesale (WH) Bicycles (BI)
Your US West(UW##) Internet (IN) Accessories (AS)
Your US West (UW##) Internet (IN) Bicycles (BI)
Your US West (UW##) Wholesale (WH) Accessories (AS)
Your US West (UW##) Wholesale (WH) Bicycles (BI)
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III.1.7: Assign SO Distribution Channel Plant

Description: You will associate your Sales Organizations and Distribution Channels to your three
Plants.
In the Quote-to-Cash business process, customer orders are shipped from a delivering plant. Thus
each combination of Sales Organization and Distribution Channel must be associated with a valid
Plant.
For example, you will set up your Miami DC (MI##) as the delivering plant for GBIs wholesale
orders from their US East Sales Organization.

and Distribution Assign sales organization distribution channel plant

In the Change View Assignment Sales Organization/Distribution Channel Plant: Overview screen.
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Click on (NEW ENTRIES).
SOrg. DChCust/Mt Plnt

Your US East(UE##) Wholesale (WH) Your DC Miami (MI##)
Your US East(UE##) Wholesale (WH) Your Plant Dallas (DL##)
Your US West(UW##) Internet (IN) Your Plant Dallas (DL##)
Your US West(UW##) Wholesale (WH) Your Plant Dallas (DL##)
Your US West(UW##) Internet (IN) Your DC San Diego(SD##)
Your US West(UW##) Wholesale (WH) Your DC San Diego (SD##)
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III.1.8: Assign Sales Area to Credit Control Area

Description: You will associate the Credit Control Area (created in Phase I) to your Sales
Organizations.
In previous steps you created a Credit Control Area (GL##) and then associated that Credit Control
Area to your Company Code. Since a Company Code can be associated with many Credit Control
Areas, this step allows the flexibility to associate a Sales Area to a specific Credit Control Area.
Since your Company Code contains only one Credit Control Area (GL##), you will associate each of
your Sales Areas to that Credit Control Area.

and Distribution Assign sales area to credit control area

You are in the Change View Sales Area: Allocation to Credit Control Area: Overview screen.
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SOrg. DChl Dv CCAr

Your US East(UE##) Wholesale (WH) Accessories (AS) Your Global Bike Inc. (GL##)
Your US East(UE##) Wholesale (WH) Bicycles (BI) Your Global Bike Inc. (GL##)
Your US West(UW##) Internet (IN) Accessories (AS) Your Global Bike Inc. (GL##)
Your US West(UW##) Wholesale (WH) Bicycles (BI) Your Global Bike Inc. (GL##)
Your US West(UW##) Internet (IN) Bicycles (BI) Your Global Bike Inc. (GL##)
Your US West(UW##) Wholesale (WH) Accessories (AS) Your Global Bike Inc. (GL##)
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III.1.9: Assign Business Area to Plant and Div.

Description: You will associate your Business Area (BI##, created in Phase I) with all valid
combinations of Plant and Division. This creates the structure to ensure all of GBIs US sales revenue
is posted to the correct General Ledger account.

and Distribution Business Area Account Assignment Assign Business Area to Plant and Division

You are in the Change View Org. Unit: Business Area Determination: Overview screen.
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Plnt Dv BusA
Your Plant Dallas (DL##) Accessories (AS) Your Bikes (BI##)
Your Plant Dallas (DL##) Bicycles (BI) Your Bikes (BI##)
Your DC Miami (MI##) Accessories (AS) Your Bikes (BI##)
Your DC Miami (MI##) Bicycles (BI) Your Bikes (BI##)
Your DC San Diego (SD##) Accessories (AS) Your Bikes (BI##)
Your DC San Diego (SD##) Bicycles (BI) Your Bikes (BI##)
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III.1.10: Assign Shipping Point to Plant

Description: You will associate each of your three Shipping Points to its corresponding Plant.
Shipping transactions can only take place at a location where materials are stored. Therefore it is
important to define an appropriate Shipping Point to each Plant.
Navigation: SAP Customizing Implementation Guide Enterprise Structure Assignment Logistics

Execution Assign shipping point to plant

In the Shipping Points -> Plants: Overview screen, click on DL##.
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Click on (ASSIGN).
In the Shipping Points -> Plants: Choose Shipping Point pop-up, enter the following information:
Selected Your Plant Dallas (DL##) ## Dallas
Click on (COPY (ENTER)).
In the Shipping Points -> Plants: Overview screen, click on MI##.
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Click on (ASSIGN).
Selected Your DC Miami(MI##) ## Miami
In the Shipping Points -> Plants: Overview screen, click on SD##.
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Click on (ASSIGN).
Selected Your DC San Diego(SD##) ## San Diego
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Part III.2 Rules and Parameters

Master Data
Table of Contents
III.2.1: Configure Automatic Postings.........................................................................................17
III.2.2: Assign SP with Loading Groups......................................................................................18
III.2.3: Assign G/L Revenue Accounts........................................................................................19
III.2.4: Define Pricing Procedure Determination.........................................................................22
III.2.5: Define Rules by Sales Area............................................................................................23
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III.2.1: Configure Automatic Postings

Description: This is the first of three steps in which you will configure SAP to automatically post
General Ledger transactions associated with the Quote-to-Cash business process. Here you will be
configuring the General Ledger accounts associated with the Ship Materials process step.
For example, when Trading Goods are Shipped (Transaction Key = BSX) the offsetting posting
(GBB) will post to the Cost of Goods Sold General Ledger account.
Navigation: SAP Customizing Implementation Guide Materials Management Valuation and

Account Assignment Account Determination Account Determination Without Wizard Configure
Automatic Postings
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In the Automatic Posting screen, click on the icon.
In the Maintain FI Configuration: Automatic Posting Procedures screen, double-click on GBB.
In the Maintain FI Configuration: Automatic Posting Rules screen, enter the following information:

General modification Add this attribute to Automatic Posting Accounts screen. Selected
Valuation modif. Add this attribute to Automatic Posting Accounts screen. Selected
Valuation class Adds this attribute to Automatic Posting Accounts screen. Selected
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Click on (SAVE). You will receive a message that says Changes have been made.
In the Maintain FI Configuration: Posting Accounts screen, enter the following information:
Valuation modif. General modification Valuation class Account

0001 VAX Trading goods Your Cost of Goods Sold
(3100) (780000)
0001 VAX Finished products Your Cost of Goods Sold
(7920) (780000)
Click on (SAVE). You will receive a message that says Changes have been made.
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III.2.2: Assign SP with Loading Groups

Description: You will associate a Shipping Point with a combination of Shipping Condition, Loading
Group, and Plant. This allows GBIs Plants to use the same Shipping Point for similar shipments.
Shipping conditions identify the general shipping strategy for material to a customer. The standard
shipping condition has already been defined in your SAP instance. Loading groups classify materials
based on the equipment required to load the goods. Cranes and handcarts have already been defined
as loading groups in your SAP instance.
Navigation: SAP Customizing Implementation Guide Logistics Execution Shipping Basic

Shipping Function Shipping Point and Goods Receiving Point Determination Assign Shipping
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Points
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In the Change View Shipping Point Determination: Overview screen, click on the
icon.
SC LGrp Plnt PrShP

Standard (01) Crane (0001) Your Plant Dallas Your Dallas (DL##)
(DL##)
Standard (01) Handcart (0002) Your Plant Dallas Your Dallas (DL##)
(DL##)
Standard (01) Crane (0001) Your DC Miami Your Miami (MI##)
(MI##)
Standard (01) Handcart (0002) Your DC Miami Your Miami (MI##)
(MI##)
Standard (01) Crane (0001) Your DC San Diego Your San Diego (SD##)
(SD##)
Standard (01) Handcart (0002) Your DC San Diego Your San Diego (SD##)
(SD##)
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III.2.3: Assign G/L Revenue Accounts

Description: This is the second of three steps in which you will configure SAP to automatically post
General Ledger transactions associated with the Quote-to-Cash business process. Here you will be
configuring the General Ledger accounts associated with the Create Invoice process step.
For example, when Domestic Revenues (AAG = 01, ActKy = ERL) are Invoiced in the UE## Sales
Organization, the Revenue amounts post to the Sales Revenue General Ledger account, and Discounts
amounts will post to the Sales Discount General Ledger account.
Navigation: SAP Customizing Implementation Guide Sales and Distribution Basic Functions
Account Assignment/Costing Revenue Account Determination Assign G/L Accounts
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In the Assign G/L Accounts screen, double-click on Cust.Grp/MaterialGrp/AcctKey.
In the Change View Cust.Grp/MaterialGrp/AcctKey: Overview screen, click on the
icon.

App Subdivides the usage of a condition. Sales/Distribution (V)
Cnd Ty. An account determination type. Acct Determ.with CO (KOFK)
ChAc Key that identifies a chart of accounts. Your GBI COA (GL##)
SOrg. Responsible for the sale of products. Your US West(UW##)
AAG The account group to which the system Domestic Revenues (01)
automatically posts the sales document.
AAG Material group with same requirements. Trading Goods (01)
ActKy Identifies different types of accounts. Revenue (ERL)
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G/L Account Identifies the general ledger account. Your Customer Service Revenue Settlement
(650100)
Click on (EXIT).
In the Assign G/L Accounts screen, double-click on Cust.Grp/Account Key.
In the Change View Cust.Grp/Account Key: Overview screen, click on the icon.
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Attribute Description Date Value

Cnd Ty. Identifies an account determination type. Acct Determ.with CO (KOFK)
SOrg. Responsible for sale of certain products. Your US West(UW##)
(650100)

Cnd Ty. Identifies an account determination type. Acct determination (KOFI)
SOrg. Responsible for sale of certain products. Your US East(UE##)
G/L Account Identifies the general ledger account. Your Sales Revenue (600000)

SOrg. Responsible for sale of certain products. Your US East(UE##)
ActKy Identifies different types of accounts. Sales deductions (ERS)
G/L Account Identifies the general ledger account. Your Sales Discount (610000)

G/L Account Identifies the general ledger account. Your Sales Revenue (600000)

ActKy Identifies different types of accounts. Sales deductions (ERS)
G/L Account Identifies the general ledger account. Your Sales Discount (610000)
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Click on (EXIT).
In the Assign G/L Accounts screen, double-click on Material Grp/Acct Key.
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In the Change View Material Grp/Acct Key: Overview screen, click on the icon.

Cnd Ty. Identifies an account determination type. Acct Determ.with CO (KOFK)
AAG Group with the same requirements. Trading Goods (01)
(650100)
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III.2.4: Define Pricing Procedure Determination

Description: You will specify the Pricing Procedures used for your Sales Areas (Remember, a Sales
Area is a unique combination of Sales Organization, Distribution Channel, and Division).
A Pricing Procedure specifies:

the condition types and sequence to be used when determining a price.
which sub-totals appear during pricing
to what extent pricing can be manually overridden, and
which method the system uses to calculate percentage discounts and surcharges.
Notice that you can specify the Pricing Procedure by Sales Document (DoPr) or by Customer (CuPP).
GBI, however, uses the same Pricing Procedure for all Sales Documents and for all Customers.
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Pricing Pricing Control Define And Assign Pricing Procedures
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In the Choose Activity pop-up, double-click on Define Pricing Procedure Determination.

You are in the Change View Pricing Procedures: Determination in Sales Docs.: Overview screen.
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SOrg. DChl Dv DoPr CuPP PriPr.

Your US East Wholesale Accessorie Standard Standard Standard-USA/With Jur.Code
(UE##) (WH) s (AS) (A) (1) (RVAJUS)
Your US East Wholesale Bicycles Standard Standard Standard-USA/With Jur.Code
(UE##) (WH) (BI) (A) (1) (RVAJUS)
Your US West Internet Accessorie Standard Standard Standard-USA/With Jur.Code
(UW##) (IN) s (AS) (A) (1) (RVAJUS)
Your US West Internet Bicycles Standard Standard Standard-USA/With Jur.Code
(UW##) (IN) (BI) (A) (1) (RVAJUS)
Your US West Wholesale Accessorie Standard Standard Standard-USA/With Jur.Code
(UW##) (WH) s (AS) (A) (1) (RVAJUS)
Your US West Wholesale Bicycles Standard Standard Standard-USA/With Jur.Code
(UW##) (WH) (BI) (A) (1) (RVAJUS)
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III.2.5: Define Rules by Sales Area

Description: This is the third of three steps in which you will configure SAP to automatically post
General Ledger transactions associated with the Quote-to-Cash business process.
In previous steps you:
created a Business Area (BI##) [Phase I]

associated your Business Area with Cost Centers [Phase I]
associated your Business Area with your Plants and Divisions [Phase III]
Here you will define the characteristics by which GBI determines the correct Business Area. For each
of your six Sales Areas, you indicate that the Business Area is a function of the Plant and Division.
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Account Assignment/Costing Business Area Account Assignment Define Rules By Sales Area

You are in the Change View Org.Unit: Sales Area Business Area: Overview screen.
SOrg. DChl Dv Rule

Your US East Wholesale Accessorie Business area determination from plant/division (T134G)
(UE##) (WH) s (AS) (1)
Your US East Wholesale Bicycles Business area determination from plant/division (T134G)
(UE##) (WH) (BI) (1)
Your US West Internet Accessorie Business area determination from plant/division (T134G)
(UW##) (IN) s (AS) (1)
Your US West Internet Bicycles Business area determination from plant/division (T134G)
(UW##) (IN) (BI) (1)
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Your US West Wholesale Accessorie Business area determination from plant/division (T134G)
(UW##) (WH) s (AS) (1)
Your US West Wholesale Bicycles Business area determination from plant/division (T134G)
(UW##) (WH) (BI) (1)
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Part III.3 Master Data

Master Data
Table of Contents
III.3.1: Extend Material Master...................................................................................................25
III.3.2: Create Customer............................................................................................................ 27
III.3.3: Create Pricing Conditions...............................................................................................28
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III.3.1: Extend Material Master

Description: In Phase II you created Trading Goods and their procurement view in the material
master. You will now add the sales view for each of these Trading Goods by copying the sales view
from the material master in Company Code US00 and then specifying the delivering plant.
Please note that:
SAP uses the create material transaction (rather than the change material transaction) to add
a view to an existing record in the material master.
The sales view in the material master is related to the Sales Organization and Distribution
Channel. You will need to identify each of these organizational elements when you prepare to
copy from Company Code US00.
Navigation: SAP menu Logistics Materials Management Material Master Material

Create (Special) Trading Goods
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In the Create Trading Goods (Initial Screen) screen, enter the following information:

Material Alphanumeric key uniquely identifying the material. Your Elbow Pads
(EPAD10##)
Industry sector The branch of industry to which the material is assigned. Retail
Copy fromMaterial Material whose data you want the system to copy. Elbow Pads
(EPAD1000)
Click on (ENTER).
In the Select View(s) pop-up, highlight the Sales: Sales Org. Data 1 row.
Highlight the Sales: General/Plant Data row.
Click on (SAVE AS DEFAULT VALUES).
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Click on (CONTUNUE (ENTER)).
In the Organizational Levels pop-up, enter the following information:

Plant Key uniquely identifying a plant. Your DC Miami (MI##)
Sales Org. Organizational unit responsible for the Your US East (UE##)
sale of certain products or services.
Distr. Channel How products reach the customer. Wholesale (WH)
Copy from Plant Plant of the reference. DC Miami (MI00)
Copy from Sales Org. Sales organization of the reference. US East (UE00)
Copy from Distr. Channel Distribution channel of the reference. Wholesale (WH)
Click on (SAVE AS DEFAULT VALUES).
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You will receive a message that says The material already exists and will be extended.
In the Create Trading Goods EPAD10## screen, enter the following information:

Delivering Plant Plant from which the goods should be delivered. Your DC Miami (MI##)
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Click on (ENTER).
In the Last data screen reached pop-up, click on the icon.
You will receive a message that says Material EPAD10## created.
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You have just created the Sales view for your Elbow Pads in the steps above. Appendix E contains data
about all of the Trading Goods in GBI. Use the data in appendix E to create the following Trading Goods:
RHMT10##, RKIT10##, OHMT10##, and KPAD10##. Create each of the materials with the same views
you used above. You will use Appendix E again in later exercises to add more views the your trading
good materials.
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III.3.2: Create Customer

Description: You will create a Customer in your Company Code by copying from the Customer
master in Company Code US00. This customer will be used during testing of the Quote-to-Cash
business process.
You will copy Customer 110000 from Company Code US00 to Company Code US##, renumber the
Customer as 110##, associate your Customer with a Sales Area, and specify the delivering plant
(MI##).
Navigation: SAP menu Logistics Sales and Distribution Master Data Business Partner
Customer Create Complete

In the Create Customer: Initial Screen pop-up, enter the following information:

Account group Classifying feature within the system. Sold-to party
Customer A unique key used to clearly identify 110##
the customer within the SAP system.
Company Code Organizational unit in accounting. Your Global Bike Inc. (US##)
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Sales Organization An organizational unit responsible for Your US East (UE##)

the sale of certain products or services.
Distribution channel How the product reaches the customer. Wholesale (WH)
Division Way of grouping material. Accessories (AS)
Reference Customer Here you enter the customer account 11000
which you want to use as a reference.
Reference Company Code Company code you use as a reference. Global Bike Inc. (US00)
Sales organization Sales organization of the reference US East (UE00)
material which the system uses.
Distribution channel Distribution channel of the reference Wholesale (WH)
material that the system uses.
Reference division. The division that you want to use as a Accessories (AS)
reference when you create a record.
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In the Create Customer: Company Code Data screen, click on the Sales Area Data icon.
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In the Create Customer: Sales Area Data screen, click on the Shipping tab.

Delivering Plant Plant from which the goods should be delivered. Your DC Miami (MI##)
Click on (ENTER).
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Click on (SAVE). You will receive a message that says Customer has been created.
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III.3.3: Create Pricing Conditions

Description: You will create a selling price for each of your Trading Goods. Note that you previously
created a moving average price for each of your Trading Goods which was used in the Procure-to-Pay
business process. You will now define the selling price for each Trading Good which will be used in
the Quote-to-Cash business process.
Navigation: SAP menu Logistics Sales and Distribution Master Data Conditions Create
In the Create Condition Records screen, follow the menu path:
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Prices Material Price
In the Create Condition Records: Overview screen, double-click on CnTy SOrg. DChl Material ReSt.
In the Create Condition Records: Fast Entry screen, enter the following information:
Condition type Material Amount Unit

Price (PR00) Your Elbow Pads 75 United States Dollar (USD)
(EPAD10##)
Price (PR00) Your Road Helmet 50 United States Dollar (USD)
(RHMT10##)
Price (PR00) Your Repair Kit (RKIT10##) 32 United States Dollar (USD)
Price (PR00) Your Off Road Helmet 50 United States Dollar (USD)
(OHMT10##)
Price (PR00) Your Knee Pads 75 United States Dollar (USD)
(KPAD10##)
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Click on (SAVE). You will receive a message that says Condition records saved.
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Part III.4 Process Execution

Master Data
Table of Contents
III.4.1: Create Sales Quotation...................................................................................................29
III.4.2: Create Sales Order......................................................................................................... 30
III.4.3: Create Outbound Delivery..............................................................................................31
III.4.4: Ship Materials................................................................................................................. 32
III.4.5: Create Invoice................................................................................................................. 33
III.4.6: Receive Payment............................................................................................................ 34
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III.4.1: Create Sales Quotation

Description: This is the first of six steps to test your Quote-to-Cash configuration.
You will create a Sales Quotation: a response to an inquiry from a customer. A quotation is a legally
binding agreement to sell a certain quantity of products, at a specified price, with a specified delivery
date.
Your customer (DC Bikes) has requested a quotation for the Trading Goods you created earlier: 20
Elbow Pads, 15 Road Helmets, 12 Repair Kits, 10 Off-Road Helmets, and 5 Knee pads all to arrive in
one month.
Navigation: SAP menu Logistics Sales and Distribution Sales Quotation Create

In the Create Quotation: Initial Screen screen, enter the following information:

Order Type Distinguishes between different types of sales document. QT
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Click on (ENTER).
In the Create Quotation: Overview screen, enter the following information:

Sold-To-Party The customer who orders the goods and services. Your DC Bikes (110##)
Valid to Date until which the bid or quotation is binding. One Month from Today
Material Order Quantity

Your Elbow Pads (EPAD10##) 20
Your Road Helmet (RHMT10##) 15
Your Repair Kit (RKIT10##) 12
Your Off Road Helmet (OHMT10##) 10
Your Knee Pads (KPAD10##) 5
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Click on (SAVE). You will receive a message that says Quotation has been saved.
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III.4.2: Create Sales Order

Description: This is the second of six steps to test your Quote-to-Cash configuration.
Upon receipt of a Purchase Order from the customer, you will create a Sales Order from the
previously created Sales Quotation. A Sales Order is a legal document issued by GBI to indicate
material, quantities, prices, and delivery date. GBIs Sales Organization accepts the Sales Order and
becomes responsible for fulfilling the contract with the customer.
Navigation: SAP menu Logistics Sales and Distribution Sales Order Create

In the Create Sales Order: Initial Screen screen, enter the following information:

Order Type Distinguishes between different types of sales document. OR
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Click on (CREATE WITH REFERENCE).
In the Create with Reference pop-up, enter the following information:

Quot. The number that uniquely identifies the sales document. Quotation Number
You have the option to search for your sales quotation number by your customer number.
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Click on (COPY).
In the Create Standard Order: Overview screen, enter the following information:

PO Number Number that the customer uses to uniquely 10##
identify a purchasing document.
Req. deliv. date The proposed definition date by which the One Week from Today
customer should receive delivery of the goods.
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Click on (SAVE). You will receive a message that says The default date is not copied.
Click on (ENTER).
You will receive a message that says Standard Order has been saved.
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III.4.3: Create Outbound Delivery

Description: This is the third of six steps to test your Quote-to-Cash configuration.
You will prepare the material for shipment by creating an Outbound Delivery which contains the
Storage Locations from which the materials will be picked, and the Shipping Point to which the
material will be delivered for shipment to the customer.
Navigation: SAP menu Logistics Sales and Distribution Shipping and Transportation
Outbound Delivery Create Single Document With Reference to Sales Order

In the Create Outbound Delivery with Order Reference screen, enter the following information:

Shipping Point The physical location from which you ship the item. Your DC Miami (MI##)
Selection date Date with which you select the delivery you want. One Week from Today
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Click on (ENTER).
In the Outbound Delivery Create: Overview screen, click on the Picking tab.
Material SLoc Deliv. Qty Picked Qty

Your Elbow Pads (EPAD10##) Your Trading Goods (TG##) 20 20
Your Road Helmet Your Trading Goods (TG##) 15 15
(RHMT10##)
Your Repair Kit (RKIT10##) Your Trading Goods (TG##) 12 12
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Your Off Road Helmet Your Trading Goods (TG##) 10 10

(OHMT10##)
Your Knee Pads (KPAD10##) Your Trading Goods (TG##) 5 5
Click on (SAVE). You will receive a message that says Outbound Delivery has been saved.
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III.4.4: Ship Materials

Description: This is the fourth of six steps to test your Quote-to-Cash configuration.
You will ship the material to the customer by posting goods issue. Posting goods issue indicates a
change in the ownership of the goods and reduces inventory quantities and value at the GBI plant.
Navigation: SAP menu Logistics Sales and Distribution Shipping and Transportation
Outbound Delivery Change Single Document

In the Change Outbound Delivery screen, enter your Outbound Delivery number.
Click on the icon.
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You will receive a message that says Outbound Delivery has been saved.
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III.4.5: Create Invoice

Description: This is the fifth of six steps to test your Quote-to-Cash configuration.
You will create an invoice to send to your customer after having shipped the goods. Once the post
goods issue has been generated, you can bill your customer for the shipped goods. A bill is also known
as an invoice. It is a document that contains information about a transaction between a seller and a
buyer. An invoice will consist of significant information like the price and date of a purchase.
Navigation: SAP menu Logistics Sales and Distribution Billing Billing Document Create
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In the Create Billing Document screen, click on the icon.
You will receive a message that says Document has been saved.
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III.4.6: Receive Payment

Description: This is the last of six steps to test your Quote-to-Cash configuration.
Your customer has received the invoice and sent the payment. You will post the payment to GBIs
General Ledger (debit Bank and credit Accounts Receivable).
Navigation: SAP menu Accounting Financial Accounting Accounts Receivable Document
Entry Incoming Payments

In the Post Incoming Payments: Header Data screen, enter the following information:

Document Date The date on which the document was issued. Current Date
Bank data Account Account number for the account to be posted. Your Bank Account
(100000)
Amount Line item amount in document. 3509
Open item selection Account Number of the account from which the open Your DC Bikes
items are to be selected for further processing. (110##)
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Click on (ENTER). You will receive a message that says 1 items are selected.
In the Past Incoming Payments Process open items screen, click on the icon.
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You will receive a message that says Document was posted in company code US##.
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CASE STUDY

SAP ERP Configuration Phase III

Revised It is also recommended that

Overview and Table of

General Notes and Cautions

In the Customizing: Execute Project screen, click on the icon.

Attribute Description Data Value

Click on (CONTINUE (ENTER)).

Attribute Description Data Value

Click on (CONTINUE (ENTER)).

Attribute Description Data Value

Part III.1 Enterprise Structure

III.1.1: Define Sales Organization

terms and conditions for sales and

In addition, a Sales Organization is highest level of aggregation in sales-related reporting.

Warning: See General Notes and Cautions about table locks.

In the Choose Activity pop-up, double-click on Define Sales Organization.

Tasks and Data Entry:

Attribute Description Data Value

Click on (NEXT ENTRY).

In the Information pop-up, click on the icon.

In the Edit address: UE## pop-up, click on the icon.

In the Cancel pop-up, click on the icon.

Attribute Description Data Value

In the Information pop-up, click on the icon.

In the Edit address: UE## pop-up, click on the icon.

In the pop-up, click on the icon.

You will receive a message that says Data was saved.

III.1.2: Define Shipping Point

Warning: See General Notes and Cautions about table locks.

In the Choose Activity pop-up, double-click on Define shipping point.

Tasks and Data Entry:

Attribute Description Data Value

Click on (NEXT ENTRY).

In the Edit address: DL## pop-up, click on the icon.

In the Cancel address maintenance pop-up, click on the icon.

Attribute Description Data Value

In the Edit address: MI## pop-up, click on the icon.

In the Cancel address maintenance pop-up, click on the icon.

Attribute Description Data Value

In the Edit address: SD## pop-up, click on the icon.

In the pop-up, click on the icon.

You will receive a message that says Data was saved.

III.1.3: Assign Sales Organization to Comp. Code

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Enterprise Structure Assignment Sales

Tasks and Data Entry:

Enter the following information:

SOrg. Name CoCd

III.1.4: Assign Distribution Channel to Sales Org.

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Enterprise Structure Assignment Sales

Tasks and Data Entry:

III.1.5: Assign Division to Sales Organization

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Enterprise Structure Assignment Sales

Tasks and Data Entry:

III.1.6: Set Up Sales Area

Warning: See General Notes and Cautions about table locks.

Navigation: SAP Customizing Implementation Guide Enterprise Structure Assignment Sales

Tasks and Data Entry:

Click on (NEW ENTIRES).

III.1.7: Assign SO Distribution Channel Plant

Warning: See General Notes and Cautions about table locks.