Sales and Distribution in SAP ERP: Business User Guide

Reading Sample

This book provides you with a detailed, comprehensive guide to the

day-to-day use of the key SD functions. For this sample, you‘ll get a look

at Shipping and Transportation. This sample will focus on the logistics

aspects, including delivery processing, picking and packing, and trans-

portation planning.

Matt Chudy, Luis Castedo, Ricardo Lopez

Sales and Distribution in SAP ERP:

Business User Guide

518 Pages, 2018, $79.95

ISBN 978-1-59229-881-5

www.sap-press.com/4526

First-hand knowledge.

“Shipping and Transportation”

Contents

Index

The Authors

225

Chapter 4

Shipping and Transportation

You’ve sold the goods. Now all you have to do is deliver them to

the customer. How exactly do you do that?

So far, we’ve covered quite a lot of terrain on the sales side of SAP ERP Sales and Dis-

tribution (SAP ERP SD), so now it’s time to start discussing the distribution side.

After the availability of the product has been confirmed in the sales order, and the

customer has passed the credit checks, it’s time to start preparing for the shipping of

the goods. In SAP ERP, two main components help you execute the shipping of the

goods to our customers: shipping and transportation, as illustrated in Figure 4.1.

Figure 4.1 SAP ERP Logistics Processes

The shipping component consists of several tasks that, when put together, can pass

the product needs to the warehouse and determine the shipping methods and routes

that the product will follow after dispatch from your warehouse.

Transportation

Costs

Dispatching

Shipments

Goods

Issue

Packing

Picking

Delivery

Orders

Sales Orders

Sales Shipping

Logistics

Warehouse

Transportation

4 Shipping and Transportation

226

Note

Shipping can’t be executed if the product isn’t made available by the warehouse. In

SAP ERP, shipping is also supported by the SAP ERP Warehouse Management (SAP

ERP WM) functionality.

4.1 Shipping and Transportation Overview

Shipping monitors the shipping deadlines of preceding or reference documents,

such as sales orders or return purchase orders. It uses these deadlines in conjunction

with the material availability dates to schedule the delivery creation and execution of

outbound deliveries. Shipping also ensures that the materials are picked and packed

according to the scheduled dates. It allows you to print and transmit the shipping

documentation to customers and freight partners, post the issue of the product from

stock, and serve as the basis for creating the billing documents.

The transportation functionality in SAP ERP takes care of determining which is the

best carrier to move the product from your company’s warehouse to the customer’s

expected delivery point, handles all the truck scheduling by setting appointments for

trucks to arrive at the loading dock, schedules when the loading of those trucks has to

start and finish, and finally records when the truck has to be dispatched.

Transportation also outlines all the connection points in the transportation route

and highlights the different modes of transportation that might take place. It keeps

track of any customs clearing points and any loading and unloading points. And it

does all this while tracking each cost involved in the process.

Note

Shipping and transportation don’t have any new updates with SAP ERP 6.0, EHP 7.

The reason for this is all the new developments for these two modules are now part

of SAP Transportation Management (SAP TM) in SAP Supply Chain Management (SAP

SCM). SAP ERP’s shipping and transportation functionalities haven’t received any

updates since EHP 5. The EHP 5 enhancement allows you to connect with and take

advantage of SAP TM’s functionalities, connecting seamlessly and allowing the

exchange of information. SAP TM is explained in more detail in Section 4.5.

227

4.2 Outbound Delivery

Now that you have an overview of the shipping and transportation functionalities in

SAP ERP SD, we’ll go through all of the processes that you’ll need to be aware of in

your job: outbound delivery, picking, packing, shipment and shipment cost docu-

ments, goods issues, proof of deliver, customer returns, and output processing.

4.2 Outbound Delivery

The outbound delivery is the initial step in the logistics process and is created as the

material becomes available and matches the various deadlines in the sales order

approach. The system back-schedules based on this deadline and sets new deadlines

in the delivery order to ensure that the items will be picked, packed, and shipped on

time, so that the customer will receive the ordered items on the requested delivery

date.

Delivery orders are linked to a shipping point, which is the responsible unit within

the SAP system to monitor and process deliveries. This link can be automatic, based

on the plant and storage location entered in the sales order, or it can be assigned

manually. Figure 4.2 shows an outbound delivery screen, which you can get to by

choosing Logistics 폷 Sales and Distribution 폷 Shipping and Transportation 폷 Outbound

Delivery 폷 Display. The outbound delivery outlines the materials to be picked, quanti-

ties, picking dates, warehouse status, transportation status, and much more.

Figure 4.2 Outbound Delivery

4 Shipping and Transportation

228

4.2.1 Checks on Delivery Creation

To create a delivery, the system performs the following checks to make sure the infor-

mation is complete and the delivery can be created:

쐍

Possible delivery blocks (sales order blocks due to credit or other manual blocks

set by the sales and finance areas)

쐍

Sales orders incompleteness

쐍

Material availability

쐍

Picking date

If these checks are passed, the delivery order is created. At that time, the system will

recalculate the deadlines, execute the batch determination (if applicable), calculate

the shipping route, assign a picking location, calculate volumes and weights, and

update the sales order by reducing the confirmed quantity, updating the document

flow, and changing the delivery status.

The information in the delivery order includes the following:

쐍

Ship-to address

쐍

Picking location (the warehouse from which the goods are to be picked)

쐍

Shipping point (the place the truck departs)

쐍

Route (the path the truck will follow along with the total volume and weight of the

shipment)

The delivery order also contains foreign trade information so that all necessary doc-

umentation that must travel with the goods can be put together. This information

can be printed on the bills of lading and invoices screen, as shown in Figure 4.3.

All of this data comes from a collection of sources, mainly the material master, cus-

tomer master, sales agreements, sales order data, and route information. They deter-

mine the customer defaults for processing deliveries.

If the customer requires complete delivery, the order should be delivered in a single

delivery—all items should be delivered at the same time. When you create an out-

bound delivery, if all of the order items can’t be shipped with the full order quantity,

you’ll receive a warning that the customer requires complete delivery.

If the customer doesn’t require complete delivery, you can define a partial delivery

agreement with the customer.

229

4.2 Outbound Delivery

Figure 4.3 Delivery Orders Include Foreign Trade Information

Combining Items

If the customer allows orders to be combined, orders are combined in the outbound

deliveries when using the delivery list. Combining items from different sales orders

is possible only if the items have several common characteristics, such as the follow-

ing:

쐍

Shipping point

Goods issue from the same place in your enterprise.

쐍

Date that delivery is due

Date on which shipping processing should begin, either the material availability

date or the transportation planning date, must be within the selection dates on the

delivery list initial screen.

쐍

Ship-to party

Outbound deliveries have the same destination.

쐍

Route

Same method of transport and route.

쐍

Incoterms

Incoterms of liability for freight in-transit.

4 Shipping and Transportation

230

쐍

Shipping conditions

Communicates the customer’s shipping requirements.

쐍

Customizing

The list of common characteristics is maintained in Customizing.

Figure 4.4 illustrates the various options for outbound delivery creation: delivery

complete, partial delivery, and order combination.

Figure 4.4 Customer Requirements Dictate How Deliveries Need to Be Created

These data also includes information that helps confirm the delivery date to the cus-

tomer, which is known as the confirmed delivery date.

Confirmed Delivery Date

To calculate this confirmed delivery date, the system takes into account different

lead times such as the material availability date, pick/pack time, loading time, trans-

portation planning time, and transit time.

The following dates play a role in delivery and transportation scheduling:

쐍

Order date

Date on which the order was placed.

쐍

Material availability date

Date on which sufficient goods should be available to begin picking and packing.

Sales

Order

Sales

Order

Outbound

Delivery

Outbound

Delivery

Outbound

Delivery

Sales

Order

Delivery

Complete

Partial

Delivery

Order

Combination

Outbound

Delivery

Sales

Order

231

4.2 Outbound Delivery

쐍

Transportation planning date

Date on which the means of transportation planning must begin (e.g., call the

trucking company so a truck is available on the loading date).

쐍

Loading date

Date on which picking and packing should be completed (and the mode of trans-

port should be there) for loading to begin.

쐍

Goods issue date

The date on which the goods must leave the delivering plant to arrive at the cus-

tomer’s location on time.

쐍

Delivery date

Date at which the goods arrive at the customer location. A difference is made

between the following:

– Required delivery date: Date on which the customer wants to receive his goods.

– Confirmed delivery date: Date on which the arrival of the goods at the custom-

ers can be confirmed by the system.

To calculate the confirmed delivery date, the system has the option of performing

either backward scheduling or forward scheduling. In backward scheduling, the

material availability date and transportation planning date are calculated from the

required customer delivery date by subtracting the various lead times. The outbound

delivery must be created on the earlier of the two dates (selection date of the out-

bound delivery).

If both dates are after the order date, and the material is available on the materials

availability date, the required delivery date is confirmed to the customer. One sched-

ule line is created for a sales line item. The schedule line date matches the confirmed

delivery date, which corresponds to the required customer delivery.

If one of the two dates is before the order date, the required delivery date can’t be con-

firmed. Therefore, the system tries to determine the next possible date (forward

scheduling).

If the result of backward scheduling is that the delivery date required by the customer

can’t be confirmed, the system executes forward scheduling. Forward scheduling

takes into consideration the time parallels of the workflows for transportation plan-

ning and picking/packing of materials. The longer of the two periods is relevant for

scheduling. The selection date for the outbound delivery is the earlier of the material

availability date or the transportation planning date.

4 Shipping and Transportation

232

The earliest time at which the material is available in the warehouse is the new mate-

rial availability date. This is the outgoing point for new delivery scheduling.

Two schedule lines are generated for the sales line item:

쐍

The date of the first schedule line corresponds to the customer’s required delivery

date and has no confirmed quantity.

쐍

The date of the second schedule line shows the confirmed delivery date and the

confirmed amount.

4.2.2 Create an Outbound Delivery

To create an outbound delivery, go to the menu path, Logistics 폷 Sales and Distribu-

tion 폷 Shipping and Transportation 폷 Outbound Delivery 폷 Create 폷 Single Document 폷

With Reference to Sales Orders.

In the initial screen, enter the shipping point, delivery date as confirmed by the sales

order, and the sales order number, as shown in Figure 4.5.

Figure 4.5 Outbound Delivery with Order Reference

This will bring you to the delivery screen, as shown in Figure 4.6. The delivery items

have data organized into various tabs. Figure 4.6 shows the Item Overview tab, which

lists the materials and quantities to be delivered. The second tab, Picking, is shown in

Figure 4.7.

233

4.2 Outbound Delivery

Figure 4.6 Delivery Create: Overview

Figure 4.7 Picking Tab for Deliveries

4 Shipping and Transportation

234

This tab shows the delivery quantity, picked quantity, and the picking date (Stag.

Date). In this instance, the picked quantity is grayed out so that it can’t be manually

updated. This is dictated by the OverallWMStatus. In this case, the value of this status

is A, which makes it relevant for SAP ERP WM transfer orders. The picked quantity is

updated by these transfer orders.

The Transport tab contains the estimated shipping date, shows the route of the truck,

and shows the transportation planning status, as shown in Figure 4.8.

Figure 4.8 Transport Tab for Deliveries

When the transportation planning status (TransptnPlanng) field isn’t blank, the deliv-

ery is also linked to the transportation functionality in SAP ERP. This status will be

updated as the shipment is executed, as we’ll discuss further in Section 4.5.

The Goods Movement Data tab shows you the planned good movement date, actual

goods issue date, and the total goods movement status, as shown in Figure 4.9. These

statuses allow you to monitor the progress of your delivery. The most important sta-

tus might be the goods movement status because you can’t create an invoice until all

of the items in a delivery have been issued.

235

4.2 Outbound Delivery

Figure 4.9 Goods Movement Data for Deliveries

When you save the delivery, the document flow in the sales document gets updated,

as shown in Figure 4.10.

Figure 4.10 Delivery Number in the Status Bar

Table 4.1 lists the outbound delivery maintenance transactions and menu paths.

Transaction Menu Path

VA01 – Create Delivery with Refer-

ence to Sales Orders

Logistics

폷

Sales and Distribution

폷

Shipping and Trans-

portation

폷

Outbound Delivery

폷

Create

폷

Single Docu-

ment

폷

With Reference to Sales Orders

VL10C – Collective Processing of

Documents due for Delivery

Logistics

폷

Sales and Distribution

폷

Shipping and Trans-

portation

폷

Outbound Delivery

폷

Create

폷

Collective

Processing of Documents Due for Delivery

폷

Sales

Orders Items

Table 4.1 Outbound Delivery Maintenance

4 Shipping and Transportation

236

Now that you understand outbound deliveries, let’s move on to the next process:

picking.

4.3 Picking

Picking refers to the activities that are executed by the warehouse to collect and stage

all of the items requested by the delivery order in the correct quantities and prepare

them for shipping.

Depending on your system configuration, the delivery can interface with your ware-

house in several ways:

쐍

No SAP ERP WM

When your system is configured to handle only inventory management, the out-

bound delivery requires only that the picking quantity is confirmed. In this case,

the warehouse clerks would pick the items and update the delivery directly.

쐍

Lean SAP ERP WM

This allows the warehouse to create simple picking lists with quantities per mate-

rial SKU. After all of the items have been picked, the warehouse clerks need to con-

firm the picking quantities in a separate document called a transfer order. This

transfer order can update the delivery quantities in case the picked quantity is dif-

ferent from the original delivery quantity. The delivery can’t have the picking

quantity confirmed manually.

VL02N – Change Logistics

폷

Sales and Distribution

폷

Shipping and Trans-

portation

폷

Outbound Delivery

폷

Change

폷

Single Docu-

ment

VL03N – Display Logistics

폷

Sales and Distribution

폷

Shipping and Trans-

portation

폷

Outbound Delivery

폷

Display

VL06O – Outbound Delivery

Monitor

Logistics

폷

Sales and Distribution

폷

Shipping and Trans-

portation

폷

Outbound Delivery

폷

Lists and Logs

폷

Outbound Delivery Monitor

Transaction Menu Path

Table 4.1 Outbound Delivery Maintenance (Cont.)

237

4.3 Picking

쐍

Full SAP ERP WM

This is a fully functional functionality in SAP ERP that links into the shipping pro-

cess. It includes a full representation in the system of all the storage areas in the

warehouse, including all racks and storage bins.

Like lean SAP ERP WM, full SAP ERP WM also produces transfer orders for picking, but,

in this case, they contain the specific coordinates where each quantity of each prod-

uct is stored in the warehouse. To confirm the delivery picking, the warehouse clerks

have to confirm the transfer orders. The delivery picking can’t be confirmed directly

in the outbound delivery.

When a transfer order is created, its SAP ERP WM status changes from Not Yet Proces-

sed to Partially Processed.

We’ll go over the different kinds of picking you can use in the following sections.

4.3.1 Wave Picks

Wave picks allow the warehouse to consolidate picking requirements. To do this, you

first have to group deliveries together based on the time when they have to be pro-

cessed.

Note

Wave picks aren’t for everyone. Some companies’ products allow for direct picking

for each customer’s orders; in other cases, consolidated picking is a very good option.

If, for example, your company’s products are packed in pallets or boxes that contain

multiple items, and each of your customers orders large multiples of them, then you

may want to execute consolidated picking. This is true when selling to distributors

and not directly to end customers.

Prerequisites

To use wave picks, you need to have other functionalities of SAP ERP installed as pre-

requisites. The simplest configuration can be based on a lean SAP ERP WM imple-

mentation, but if you have a very complex warehouse, then your company can

benefit from a full SAP ERP WM implementation.

Another prerequisite for wave picking is the use of time slots. Time slots help you

plan wave picks according to the working calendar at your warehouse facility. These

4 Shipping and Transportation

238

time slots can be, for example, linked to routes so that all the deliveries for a certain

shipping route are picked at the same time, and the trucks can be loaded and dis-

patched on schedule.

Because time slots have a predefined duration, and your picking capacity is just so

much at a given time of the day, you can set limits on the number of articles that can

be processed. You can set up these capacity restrictions in two ways:

쐍

Maximum number of delivery items to be picked in a wave

쐍

Maximum number of picking transactions per wave

These restrictions are set in configuration, and only the system analysts can change

them. The simplest way to create a wave pick is to use the Outbound Delivery Moni-

tor, which we’ll describe next.

Creating a Wave Pick

To create a wave pick, follow these steps:

1. Choose Logistics 폷 Sales and Distribution 폷 Shipping and Transportation 폷 Picking 폷

Wave Picks 폷 Create 폷 Via Outbound Delivery Monitor. The Outbound Delivery

Monitor is your single point of contact with all of the delivery order-related sta-

tuses (see Figure 4.11).

Figure 4.11 Outbound Delivery Monitor

239

4.3 Picking

2. Click on the For Picking button. In the Picking Data section (Figure 4.12), you’ll be

able to enter selection parameters so that the resulting worklist shows the deliver-

ies that you’re looking for.

Figure 4.12 Outbound Deliveries for Picking

3. The search screen allows you to enter several different parameters to narrow down

your search results. The basic two parameters you have to enter in this search

screen are the Shipping Point and Picking Date Range. Figure 4.13 shows the deliv-

eries that matched our search. Here you see the global information that totals the

item’s data.

4 Shipping and Transportation

240

Figure 4.13 Day’s Workload for Picking

4. Select the Item View button (Figure 4.14), which displays detailed information for

each item.

Figure 4.14 Item View

5. Select all of the items, and choose Subsequent Functions 폷 Group 폷 Create with WM

Reference, as shown in Figure 4.15. In this example, we’re selecting a SAP ERP WM

group because it’s simple.

Figure 4.15 Create Delivery Group with SAP ERP WM Reference

241

4.3 Picking

6. Enter a description for the group and the warehouse number, as shown in Figure

4.16. After you’ve done this, the status bar will show you the group number after

it’s created, which is Group 6139 in this example (see Figure 4.17).

Figure 4.16 Group Type and Description

Figure 4.17 Status Bar Showing the Group

Table 4.2 illustrates the various transactions and menu paths for wave picks mainte-

nance.

Transaction Menu Path

VL35 – Create According to Delivery

Time

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Picking

폷

Wave Picks

폷

Create

폷

According to Delivery Time

VL35_S – Create According to

Shipment

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Picking

폷

Wave Picks

폷

Create

폷

According to Shipment

VL35_ST – Create According to

Shipment

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Picking

폷

Wave Picks

폷

Create

폷

According to Shipment and Compare Time

VL06P – Via Outbound Delivery

Monitor

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Picking

폷

Wave Picks

폷

Create

폷

Via

Outbound Delivery Monitor

Table 4.2 Wave Picks Maintenance

4 Shipping and Transportation

242

4.3.2 Two-Step Picking

After the wave picks are created, you can start two-step picking. Two-step picking is a

way of separating the picking activities in the warehouse into two phases: collective

picking of material and separation into individual customer orders.

For example, you could have 30 different customers that ordered the same product

for a total of 1,500 pieces. In this scenario, a wave pick would consolidate the custom-

ers’ requirements, and the forklifts would go out and bring all 1,500 pieces. Then, in

the picking area, individual orders would be sorted and trucks loaded and dispatched.

This allows for a more efficient use of the warehouse resources. As you can see in

Figure 4.18, two-step picking moves large quantities of products that need to be

sorted.

Figure 4.18 Two-Step Picking

The first step creates the consolidated transfer orders so that the pickers can start

moving multi-unit packages (i.e., boxes, cases, pallets, sacks, etc.) for each material

number that is included in the delivery items that form the wave pick. These transfer

orders don’t update the SAP ERP WM status in the delivery (see Figure 4.18). The sec-

ond step starts after the consolidated quantities have been moved from the ware-

house into the picking area. At this point, we have to break out and pick the

individual delivery item quantities by creating picking lists by delivery. In the SAP

system, two-step picking lists are defined as transfer orders. The creation of transfer

orders updates the SAP ERP WM status from Not Yet Processed to Partially Processed.

Two-step picking (see Figure 4.19) also requires that the functionality is enabled in

SAP ERP WM configuration. Ask your IT analyst whether this functionality is active in

your system.

High Rack—

Full Pallets

Individual Sorting/

Picking Area

Intermediate

Picking Area

243

4.3 Picking

Figure 4.19 Two-Step Picking Flow with Transaction Codes

Two-Step Picking Example

Let’s walk through an example so you can visualize this process in the SAP system.

Note

In the previous section, you learned how to create a delivery group, so here we’ll use

that delivery group to create two-step picking transfer orders.

1. Choose Logistics 폷 Sales and Distribution 폷 Shipping and Transportation 폷 Picking 폷

Create Transfer Order 폷 Via 2-Step Picking to get to the Create Removal TO for 2-

Step Picking: Initial Screen, as shown in Figure 4.20.

2. For this transaction, enter the Warehouse Number and the Group number, and

press

(Enter)

; in our example, we created group 6139 earlier in Figure 4.17. This will

take you to the screen shown in Figure 4.21. The quantities displayed are the con-

solidated quantities for all of the deliveries that require each material.

Creation of Individual

Transfer Orders by

Delivery Order

(LT42)

Transfer Orders

Conrmation

(LT12)

Two-Step Picking

Consolidated TO

(LT0E)

Transfer Orders

Conrmation

(LT12)

Post Goods Issue

Individual/Collective

(VL02N/LT06O)

Wave Pick Creation

(VL35)

Packing

(VL02N)

Billing

(VF01)

4 Shipping and Transportation

244

Figure 4.20 Create Removal TO for 2-Step Picking: Initial Screen

Figure 4.21 All Materials and Total Quantities for Each

3. Click on the Save button. The system will let you know how many transfer orders

were created, as shown in Figure 4.22. It’s important to know that this consolidated

transfer order doesn’t update the delivery statuses.

Figure 4.22 Status Showing the Number of Tranfer Orders Created

4. Go to the two-step picking monitor by choosing Logistics 폷 Sales and Distribution 폷

Shipping and Transportation 폷 Picking 폷 Wave Pick 폷 Two-step Picking 폷 Analysis,

which brings you to the screen shown in Figure 4.23.

245

4.3 Picking

Figure 4.23 Evaluation Groups for 2-Step Picking and Update Status Screen

5. The two-step monitor shows you the status for the pick or consolidated picking,

and also for the allocation or individual picking, as shown in Figure 4.24.

6. Click on the Display 2-Step Relevance button, which brings you to the screen

shown in Figure 4.25. By doing so, you can see how each delivery and each material

qualifies for consolidation in two-step picking, along with the consolidated quan-

tities.

Figure 4.24 View of Group for 2-Step Picking Screen

Figure 4.25 Display 2-Step Picking Relevance for Group Screen

4 Shipping and Transportation

246

Create Individual Transfer Orders for Individual Deliveries

Let’s now create the individual transfer orders for the individual deliveries. In two-

step picking, this is referred to as an allocation. Follow these steps:

1. To create the individual transfer order, go to Logistics 폷 Sales and Distribution 폷

Shipping and Transportation 폷 Picking 폷 Create Transfer Order 폷 Collective Proces-

sing, as shown in Figure 4.26, or go to Transaction LT42 and enter the group num-

ber. It’s a prerequisite that all transfer orders for consolidated picking are

confirmed at this time.

Figure 4.26 Create TOs by Mult. Processing: Initial Screen

2. If you choose to run this transaction in the foreground, you’ll be prompted to cre-

ate a transfer order for each delivery, as shown in Figure 4.27. Because we normally

process hundreds or thousands of deliveries, it’s a good idea to run it in the back-

ground.

Figure 4.27 Create TO for Delivery: Overview Deliveries Screen

247

4.3 Picking

3. At the end of the background processing, you’ll see the summary information, as

shown in Figure 4.28. You can also display the list of transfer orders by clicking on

the Disp. details button.

Figure 4.28 Create TOs by Mult. Closing Screen for Groups Screen

The detailed information, shown in Figure 4.29, shows you which transfer orders

were create for each delivery.

Figure 4.29 Create TO by Mult. Processing: Doc. Closing Info Screen

Table 4.3 lists the two-step picking maintenance transactions and menu paths for

your easy reference.

4 Shipping and Transportation

248

4.3.3 Planning Replenishments

Some companies need to supply odd quantities to their customers, which means

they don’t supply full pallet or full box quantities. In these situations, the SAP system

provides what is known as large/small quantities picking.

The large part refers to the full pallet or box quantity, and the small part refers to a

partial quantity of that larger container. The system indicates two different sections

of the warehouse as dependent on each other. The small quantity area has to be

replenished from the large quantity area when the stock level reaches a certain

threshold. The system will guide the picking into these sections or storage types by

creating separate transfer orders for the large quantity containers and for the partial

container quantities, respectively.

Let’s walk through an example to help explain this better. You sell a product in cases

of 12, there are 32 cases in a pallet, and your client ordered 300 cases. To fulfill this

quantity, the system will create 1 transfer order in the large quantities storage type

for 9 pallets for a subtotal of 288 cases. Then, it will create a second transfer order for

the small quantities area for the remaining 12 boxes. This way, you don’t have to

break a new pallet and return the remaining partial pallet to the pallet storage area, as

illustrated in Figure 4.30.

Transaction Menu Path

LT72 – Redefine Two-Step Picking Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Picking

폷

Two-Step Picking

폷

Redefine 2-Step Picking

LX39 – Two-Step Picking Analysis Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Picking

폷

Two-Step Picking

폷

Analysis

LT0E – Create Consolidated Transfer

Orders (two-step first step)

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Picking

폷

Create Transfer Order

폷

Via

2-Step Picking

LT42 – Create Individual Transfer

Orders for Group (two-step second

step)

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Picking

폷

Create Transfer Order

폷

Collective Processing

Table 4.3 Two-Step Picking

249

4.3 Picking

Figure 4.30 Picking Small/Large Quantities from the Full Pallet and Box Storage Areas

This all sounds nice and neat, but how does the small quantity area get those 12 cases?

Well, you have to replenish this area. Normally, you’d wait until the stock here goes

below a minimum threshold and then request that at least 1 full pallet be moved from

the pallet storage area.

In the SAP system, you need to indicate these parameters in the Warehouse 2 view of

the material master (Logistics 폷 Materials Management 폷 Material Master 폷 Material 폷

Change 폷 Immediately), as shown in Figure 4.31, for each of the products you want to

pick in this manner.

Figure 4.31 Storage Bin Stock from the Warehouse Management 2 View

First, you need to create a new view for the specific small quantities storage type and

then enter the values that will guide both the replenishment and the split picking.

The fields you need to update are as follows:

쐍

Maximum bin quantity

The maximum quantity that this storage type can hold for this material.

쐍

Minimum bin quantity

Threshold quantity to trigger the replenishment.

쐍

Control quantity

The quantity that will dictate when to split the picking. Normally, it’s a full pallet

Picking Area

High Rack—

Full Pallets

Flow Rack—

Boxes

4 Shipping and Transportation

250

quantity minus one. From the example, if a pallet is 32 cases, then the control

quantity would be 31 cases.

쐍

Replenishment qty

The quantity of this material that will be moved from the pallet storage type to the

box storage type.

Now that you understand picking, let’s move on to packing.

4.4 Packing

Although you might think all your products have to be packed before you ship them

out to your customer, this isn’t necessarily the case in SAP. Packing in SAP ERP helps

you keep track of individual shipping units. A shipping unit is also known as a

handling unit (see Figure 4.32), and it can refer to a box, a pallet, a container, or any

other packaging that you serialize and keep track of for your client.

Figure 4.32 Sample Content of a Handling Unit

4.4.1 Handling Unit Characteristics

Each of these containers maintains the following characteristics about the products

that are packed inside of it:

쐍

Material number

Refers to the SKU number that uniquely identifies a product within the SAP sys-

tem.

251

4.4 Packing

쐍

Quantity

Refers to the partial quantity of the material that is contained in that specific pack-

age.

쐍

Batch

If your company sells materials that require batch management, then the batch

number will be included in the handling unit data.

Packing takes place either in SAP-defined packing stations, which are defined in con-

figuration, or directly in the delivery order. There is also the option to have the sys-

tem automatically pack each delivery upon creation. You should ask your functional

analyst whether this is activated in your system.

Packaging materials are also defined in the material master; they have a predefined

capacity in weight and volume, as shown in Figure 4.33.

Figure 4.33 Packaging Material Data from the Sales/Plant Data View in the Material Master

4.4.2 Packing Steps

To pack your product before shipping to your customer, you first have to go to the

packing screen in the delivery order. Follow these steps:

1. From the item overview, click on the Packing button (see Figure 4.34). When you’re

on the packing screen, choose a packaging material, which is typically a pallet or

case, depending on your company’s needs.

2. After you’ve selected a packaging material, you need to select the materials and

quantities that are to be packed in each handling unit. After packing your materi-

als, the weight of the handling unit is updated with the weight of the packed mate-

rials (see Figure 4.35).

3. Save the delivery.

4 Shipping and Transportation

252

Figure 4.34 Packing Screen in a Change Delivery Transaction

Figure 4.35 Weight of the Packed Handling Unit Updated after Packing

Table 4.4 lists the packing transactions and menu paths.

Transaction Menu Path

VL02N – Outbound Delivery Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Packing

폷

Outbound Delivery

VT02N – Shipment Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Packing

폷

Shipment

HUPAST – Packing Station Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Packing

폷

Packing Station

Table 4.4 Packing Transactions and Menu Paths

253

4.5 Shipment

In Section 4.5, we’ll discuss the transportation functionality in SAP ERP. At that point,

you’ll learn about shipments and how they represent trucks carrying your com-

pany’s products to your customers. For now, we’ll only mention that those trucks are

also handling units, and you’ll need a packaging material for each truck type you use.

In them, you’ll pack multiple deliveries.

Note

If you’re using batch management in your company, you can’t pack a delivery until

the batch determination has taken place.

Now that you understand packing, let’s move on to shipments.

4.5 Shipment

Another very important component of the logistic chain in the SAP system is the

transportation functionality. You don’t need to have this functionality active in your

system to be able to ship goods to your customers, but it’s very helpful when you

consolidate shipments and must print collective bills of lading. It’s also a great tool to

keep track of transportation costs and charge them back to the customer, if neces-

sary.

With transportation, you create shipments that represent trucks for sending multi-

ple delivery orders for your customers. Shipments can inherit the route in the deliv-

ery orders if all the deliveries have the same shipping route. The shipment will then

have a set of stops based on the customers’ addresses.

The transportation functionality in SAP ERP allows your company to plan and exe-

cute transportation activities to ensure that shipments timely dispatch and arrival to

your customer.

To use the transportation functionality, you need to make specific configurations for

your company in your system. Ask your systems analysts whether this functionality

is activated and configured in your company.

EHP 7 Updates: SAP Transportation Management (SAP TM)

As mentioned earlier, SAP won’t enhance the transportation functions in SAP ERP

any longer. Instead, SAP recommends clients with complicated transportation needs

to move to SAP TM. SAP TM is an advanced logistics system that supports you in all

4 Shipping and Transportation

254

activities connected with the physical transportation of goods from one location to

another. Efficient deliveries depend on informed route planning, freight consolida-

tion, and enhanced visibility. By providing managers with appropriate tools such as

route optimization, load building, and track and trace, SAP TM can improve fleet per-

formance and reduce supply chain expenditures. Along with warehouse manage-

ment solutions and truck routing solutions, SAP TM solutions constitute the logistics

side of an overall supply chain management system.

You can use SAP TM to perform the following activities, for example:

쐍

Create forwarding orders for your ordering parties

쐍

Transfer orders and deliveries from an SAP ERP system

쐍

Create freight bookings

쐍

Plan the transportation and select carriers

쐍

Tender transportation services

쐍

Dispatch and monitor the transportation

쐍

Calculate the transportation charges for both the ordering party and the supplier

side

쐍

Consider foreign trade and dangerous goods regulations

You can use SAP TM to create and monitor an efficient transportation plan that ful-

fills the relevant constraints (e.g., service level, costs, and resource availability). You

can determine options to save costs and to optimize the use of available resources,

react to transportation events, and find solutions to possible deviations from the

original transportation plan.

4.5.1 Transportation Planning Point

The first important point in transportation planning in SAP ERP is the transportation

planning point, which represents the place where trucks are loaded and dispatched

from the warehouse. It’s essentially the place where you’ll create shipments.

4.5.2 Shipments

Shipments are documents that hold the information about the movement of goods

to the customer; this includes carrier information, truck type, truck license plates,

and the name of the truck driver. It also contains all of the information about the

shipping route, including mode of transportation, connection points, loading and

255

4.5 Shipment

unloading points, and total weight, along with the list of all of the deliveries loaded in

the truck, which themselves contain the lists of materials and handling units shipped

to each customer.

There are three different types of shipments:

쐍

Individual shipments

Can contain one or more deliveries that go from one point of departure to one

point of destination with one mode of transportation.

쐍

Collective shipments

Can perform several drop stops to several points of destination with one mode of

transportation.

쐍

Transportation chain

Can be very useful when shipping of deliveries has to deal with several modes of

transportation, which is very common in exports.

The transportation chain normally has different legs, one for each loading and

unloading point. For example, if you have to ship goods to Europe, then you’ll have

to use a truck to move the goods to the port, and then use a ship carrier to move the

goods to Europe, and most likely then you’ll need to load the shipment onto a train

so it gets to the final destination.

4.5.3 Shipment Example

In this example, three modes of transportation are involved: truck, ship, and train.

There are also three legs of the trip, one for each mode of transportation, and at least

two loading and unloading points, which represent the ports. The route stages are

illustrated in Figure 4.36.

Figure 4.36 Overview of the Route Stages

4 Shipping and Transportation

256

As part of the logistics chain, the shipments are linked to the deliveries, so each time

that a delivery is made part of a shipment, its transportation planning status changes

from Not Started to Partially Processed. The main screen in Transaction VT01N

prompts you for the transportation planning point and the shipment type, as shown

in Figure 4.37.

Figure 4.37 Create Shipment: Initial Screen

When you create a shipment, you have to select the shipment type and the transpor-

tation planning point. From there, SAP provides you with a selection screen for

selecting the deliveries you want to include in it. You can filter deliveries using sev-

eral parameters, for example, by route, delivery date, customer (ship-to), planned

goods issue date, and several others, as shown in Figure 4.38.

Figure 4.38 Delivery Selection Screen for Shipments

257

4.5 Shipment

After the selection, you’ll find a list of the deliveries provided based on your search

parameters, and from there you can manually add or remove deliveries. This screen

(Figure 4.39) is very important because it will show you the total weight and volume

occupied by each delivery so you know whether they will all fit in a single truck or

other shipping container.

Figure 4.39 Search Result with List of Deliveries in a Shipment

After you’re satisfied with the list of deliveries in the shipment, then you can use the

planning screen to set the shipment deadlines shown in Figure 4.40.

Figure 4.40 Shipment Deadlines from the Shipment Overview Screen

These deadlines can later be used to communicate with the shipping carriers to

schedule the right trucks at the right time. With deadline planning, you can schedule

the following:

쐍

Check-In

The truck appointment.

쐍

Loading Start

The time the loading activities must start.

4 Shipping and Transportation

258

쐍

Loading End

The time the loading activities must finish.

쐍

Shpmt Completion

The truck closing time.

쐍

Shipment Start

The truck dispatch time.

쐍

Shipment End

Related to the shipment cost functionality, which isn’t a mandatory setting for

using transportation.

Later, when the shipment is executed, the shipment has to be updated by the trans-

portation clerks at the warehouse. Each button in the shipment overview (Figure 4.41)

updates the actual dates and times for each of the deadlines. Additionally, you can

ask your system analyst to link tasks to these buttons.

Figure 4.41 Complete Overview of the Shipment Status

The types of tasks that can be linked range from printing different formats such as

the individual packing lists, the consolidated packing lists, and the list of dangerous

materials included in the shipment, to posting the actual goods issue for all of the

259

4.5 Shipment

deliveries in the shipment, executing the billing, and printing the invoices and other

documents that must travel with the goods.

Shipments, like other SAP documents, can be treated either individually or collec-

tively.

Note

The Shipment Start button updates the transportation planning status from

Partially Processed to Complete.

Table 4.5 lists some transactions for creating, updating, and listing shipments.

Transaction Menu Path

VT01N – Create Shipment Single

Document

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Create

폷

Single Docu-

ment

VT02N – Change Shipment Single

Document

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Change

폷

Single Docu-

ments

VT06 – Mass Change Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Change

폷

Mass Changes

VT03N – Display Shipment Single

Document

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Display

VT70 – Print Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

VT11 – Transportation Planning List Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Lists and Logs

폷

Transportation Planning List

VT14 – Utilization List Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Lists and Logs

폷

Utilization List

VT15 – List of Free Capacity Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Lists and Logs

폷

List of

Free Capacity

Table 4.5 Shipment Transactions

4 Shipping and Transportation

260

4.6 Shipment Cost Document

Costing transportation shipments is an optional function in the SAP system. If your

company chooses to use it, then you’ll be able to track each invoice from each of your

transportation partners and relate it to individual shipments. This, like many of the

steps described before, also requires the system to be configured to handle shipping

costs.

Shipping costs are tracked in a separate SAP document called a shipping cost docu-

ment. This cost document collects all of the costs involved in a specific shipment,

including freight, insurance, and customs. These costs are calculated based on previ-

ously negotiated prices with your transportation partners for each route and trans-

portation mode.

When the shipment cost document is created, it will look up all the conditions

included in the shipment document and use the data available, such as shipping part-

ner, route, stages, distance, weight, volume, and so on, to determine the value for

each of those conditions, which include prices, surcharges, and discounts, and are

stored in condition records.

Shipment pricing takes those condition records, determines prices and surcharges/

discounts, and allows the user to influence these conditions manually. You can

define conditions at any level. A level corresponds to the fields in the condition table

in which a condition record is stored. Therefore, the level represents the key fields for

the access to a condition. Common levels at which price agreements are made are

predefined in the standard system.

VT16 – Check-In List Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Lists and Logs

폷

Check-in

List

VT11 – Shipment Completion List Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Shipment

폷

Lists and Logs

폷

Shipment Completion List

Transaction Menu Path

Table 4.5 Shipment Transactions (Cont.)

261

4.6 Shipment Cost Document

Through Customizing, you can add any levels that you may need. You can make con-

ditions dependent on any fields of the shipment document. You’ll need the assis-

tance of your IT systems analyst to make any of these changes to the field catalogs. By

specifying a validity period, you can restrict a condition to a specific period.

You can maintain the values within a condition record (e.g., price, surcharge, and dis-

count) depending on a scale (weight-based, volume-based, or value-based). You can

also use multidimensional scales. There is no limit to the number of scale levels.

For each condition record, you can define an upper and lower limit that will allow you

to manually change a pricing element within the limits specified.

All condition types supported for pricing are determined in the pricing procedure

(set in Customizing), which is decided automatically based on different criteria:

쐍

Transportation planning point of the shipment

쐍

Shipping type (grouped in a shipping type procedure group)

쐍

Forwarding agent (grouped in a service agent procedure group)

쐍

Shipment cost item category (grouped in an item procedure group)

Shipment cost documents can be created one at a time or collectively. In either case,

one cost document will be created for each shipment document in a one-to-one rela-

tionship.

4.6.1 Setting Up a Shipment Cost Document

To create a shipment cost document for a shipment, the shipment must be relevant

for shipment costs (at the header and/or stage level). The shipment must also have

the required Overall status set in the definition of the shipment cost type. As a mini-

mum, it must have Planned status.

The shipment cost document consists of the following sections:

쐍

Shipment cost header

This contains general information on the entire document. Status, reference, and

administrative information are provided. As far as the status information is con-

cerned, the statuses are cumulated statuses that are derived from the individual

items.

쐍

Shipment cost item

This contains general data for shipment cost calculation and settlement, such as

service agent, pricing and settlement date, tax amount and tax base amount, and

4 Shipping and Transportation

262

organizational data (e.g., company code, plant, and purchasing organization). Each

item has its own status for the shipment cost calculation, account assignment, and

transfer functions.

쐍

Shipment cost subitem

Shipment costs are calculated at the shipment cost subitem level. The calculation

result is also recorded at this level.

After the document is complete, it can be settled against the transportation partners

(also known as service agents) and accounts, and the cost is passed either to an inter-

nal transportation costs account or billed to the customer.

If you choose to bill your customer for the shipping and handling charges, then you

need to also have the system configured to carry those costs included in the shipping

cost document to the customer’s invoice. These can either be totaled up or itemized,

depending on your company’s policies.

Note

Another very interesting functionality in transportation costs is the creation of a pur-

chase order issued to the transportation partner for the services described in the

shipment document. When the invoice for these services is presented, it has to refer-

ence either the shipment number or the purchase order number so that it can be

approved by the transportation department. To execute this approval, the transpor-

tation department creates a service entry sheet, which is the equivalent of a goods

receipt for services, and allows the accounts payable area to process the payment.

Each service agents that will receive payment through this functionality must be cre-

ated as a vendor in the SAP system. These vendors are maintained either by the pur-

chasing or the accounts payable departments.

4.6.2 Creating a Shipment Cost Document

To create the shipment cost document, the shipment must have a status of Shipment

Complete. Follow these steps:

1. First follow the path, Logistics 폷 Logistics Execution 폷 Transportation 폷 Shipment

Costs 폷 Create 폷 Single Documents.

263

4.6 Shipment Cost Document

2. When prompted, enter the shipment for which you want to create the cost docu-

ment and the shipment cost type, as shown in Figure 4.42.

Figure 4.42 Create Shipping Costs

3. The shipment cost document receives the value of the conditions that were previ-

ously established for the route/partner, and you’ll get the screen shown in Figure

4.43.

Figure 4.43 Shipment Cost Document after Calculation of the Price Conditions

4. To settle the costs, you first need to transfer them, as shown in Figure 4.44.

Figure 4.44 Transferring Costs

4 Shipping and Transportation

264

5. After the document is saved, the costs are transferred, and the status is updated, as

shown in Figure 4.45.

Figure 4.45 Overview: Freight Cost Items

In the shipment costs settlement list (Transaction VI12) shown in Figure 4.46, you can

see how the document was updated with the purchase order that was created auto-

matically when the cost was transferred.

Figure 4.46 Shipment Costs Settlement List

By displaying the purchase order history in Transaction ME23N (see Figure 4.47), you

can see how a goods receipt for the services was posted. Now the vendor can submit

an invoice for payment, and it can be posted in the SAP system.

265

4.6 Shipment Cost Document

Figure 4.47 Purchase Order History

Table 4.6 lists some transactions for creating, updating, and listing shipment cost

documents.

Transaction Menu Path

VI01 – Create Single Document Logistics

폷

Logistics Execution

폷

Transportation

폷

Shipment Costs

폷

Create

폷

Single Documents

VI04 – Create Multiple Processing Logistics

폷

Logistics Execution

폷

Transportation

폷

Shipment Costs

폷

Create

폷

Collective Processing

VI02 – Change Single Document Logistics

폷

Logistics Execution

폷

Transportation

폷

Shipment Costs

폷

Change

폷

Single Documents

VI05 – Change Multiple Processing Logistics

폷

Logistics Execution

폷

Transportation

폷

Shipment Costs

폷

Change

폷

Collective Processing

VI03 – Display Single Document Logistics

폷

Logistics Execution

폷

Transportation

폷

Shipment Costs

폷

Display

VI11 – Calculation List Logistics

폷

Logistics Execution

폷

Transportation

폷

Shipment Costs

폷

Lists and Logs

폷

Calculation List

VI12 – Settlement List Logistics

폷

Logistics Execution

폷

Transportation

폷

Shipment Costs

폷

Lists and Logs

폷

Settlement List

Table 4.6 Shipment Cost Document Transactions

4 Shipping and Transportation

266

4.7 Goods Issue

Goods issue occurs when inventory is taken off from the SAP General Ledger (G/L).

The inventory is no longer part of the company’s assets at this time. Therefore, it’s

very important that this activity matches the actual physical exit of the goods from

the warehouse. From the shipping and transportation point of view, the goods issue

is posted normally right before the truck is dispatched. This activity also precedes

one other very important activity: billing. Billing can’t be executed until the goods

issue is posted.

When you’re sending out one single delivery, it’s very easy to pick, pack, goods issue,

bill, and dispatch. But in large distribution environments, it can become complicated

to follow up each of these activities for hundreds or thousands of deliveries.

4.7.1 Outbound Delivery Monitor

SAP ERP provides several ways to execute them, one of which is the Outbound Deliv-

ery Monitor. This allows you to search and select several deliveries at once and

change the status for them all. From here, you can create transfer orders for picking,

confirm those transfer orders, and post the goods issue (see Figure 4.48 and Figure

4.49).

Figure 4.48 Posting the Goods Issue via the Outbound Delivery Monitor

267

4.7 Goods Issue

Figure 4.49 Deliveries Ready for Goods Issue Listed in the Outbound Delivery Monitor

Another way of handling deliveries collectively is, as discussed earlier in this chapter,

the use of shipments in the transportation functionality.

As part of the SAP ERP Inventory Management (SAP ERP IM) component, SAP ERP cre-

ates a material document for each goods issue that is posted. This material document

outlines the change in stock that just happened and details the material that was

affected, the movement type that affected it, the quantity for which the movement

took place, the plant and storage location where the material was issued from, and

the reference document (in this case, the delivery).

Along with this material document, the system also creates an accounting document,

which shows the effects to the G/L. Normally, the value of the goods is taken out from

the stock account and at the same time affects the Cost Of Goods Sold (COGS)

account. For each entry in the journal, the document shows whether it was a credit or

a debit, as well as the amount in local currency for the total quantity issued.

4.7.2 Document Flow

You can review the document flow in a delivery document in Transaction VL02N and

select Extras 폷 Document Flow, as shown in Figure 4.50.

The document flow is consistent across all logistics documents and shows the rela-

tionships among them, from the sales order to the invoice, with the delivery and

goods issue in the middle. As you can see in Figure 4.51, the material document shows

the details of the goods issue. You can see the material that was issued, plant, storage

location, quantity, movement type, and delivery number that created it.

4 Shipping and Transportation

268

Figure 4.50 Document Flow

Figure 4.51 Material Document

The accounting document (Figure 4.52), on the other hand, is linked to the material

document and shows the G/L accounts that were debited and credited along with

other financial details.

269

4.8 Proof of Delivery

Figure 4.52 Accounting Document

Table 4.7 lists the important transactions to process goods issue.

Note

In those cases in which you reverse a goods issue, if you want to reverse the picking

for that delivery as well, you use Transaction LT0G.

4.8 Proof of Delivery

Some companies apply the guidelines suggested by the Generally Approved

Accounting Principles (GAAP), which require that a company can’t issue an invoice to

its customers until the customer has confirmed the receipt of goods or services.

Transaction Menu Path

VL02N – Change Delivery Single

Document

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Post Goods Issue

폷

Outbound Deli-

very Single Document

VL06G – Collective Processing via

Outbound Delivery Monitor

Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Post Goods Issue

폷

Collective Pro-

cessing via Outbound Delivery Monitor

VL09 – Cancellation/Reversal Logistics

폷

Sales and Distribution

폷

Shipping and

Transportation

폷

Post Goods Issue

폷

Cancellation/

Reversal

Table 4.7 Goods Issue Transactions

Contents

Preface ..................................................................................................................................................... 15

1 Introduction

1.1 Sales and Distribution at a Glance

............................................................................... 18

1.2 Sales and Distribution Process

....................................................................................... 18

1.2.1 Presale Activities ................................................................................................... 19

1.2.2 Order Processing ................................................................................................... 20

1.2.3 Shipping and Transportation ........................................................................... 20

1.2.4 Billing ........................................................................................................................ 21

1.2.5 Revenue Recognition and Reporting .............................................................. 21

1.3 SAP ERP Sales and Distribution

..................................................................................... 22

1.3.1 SAP ERP ..................................................................................................................... 22

1.3.2 SAP Customer Relationship Management ................................................... 27

1.3.3 SAP Hybris ............................................................................................................... 28

1.3.4 SAP S/4HANA ......................................................................................................... 32

1.4 SAP ERP Sales and Distribution Organizational Structures

.............................. 36

1.4.1 Client ......................................................................................................................... 36

1.4.2 Company Code ...................................................................................................... 37

1.4.3 Plant .......................................................................................................................... 38

1.4.4 Storage Location ................................................................................................... 38

1.4.5 Warehouse .............................................................................................................. 38

1.4.6 Sales Organization ............................................................................................... 39

1.4.7 Distribution Channel ........................................................................................... 40

1.4.8 Division .................................................................................................................... 40

1.4.9 Sales Office ............................................................................................................. 41

1.4.10 Sales Group ............................................................................................................. 41

1.4.11 Sales Area ................................................................................................................42

1.4.12 Credit Control Area .............................................................................................. 43

1.4.13 Shipping Point ....................................................................................................... 43

Contents

1.4.14 Loading Point ......................................................................................................... 43

1.4.15 Transportation Planning Point ........................................................................ 43

1.5 Summary

................................................................................................................................. 44

2 Master Data

2.1 Importance of Master Data

............................................................................................ 45

2.2 Business Partners

................................................................................................................ 46

2.2.1 Account Group and Number Ranges ............................................................. 47

2.2.2 Partner Functions ................................................................................................. 47

2.2.3 Customer Master Data Structure ................................................................... 49

2.2.4 Customer Hierarchies ......................................................................................... 53

2.2.5 Processing Customer Master Data ................................................................. 54

2.3 Products

................................................................................................................................... 58

2.3.1 Material ...................................................................................................................58

2.3.2 Item Proposal ........................................................................................................ 64

2.3.3 Material Determination ..................................................................................... 67

2.3.4 Cross Selling ........................................................................................................... 69

2.3.5 Listings and Exclusions ...................................................................................... 70

2.4 Pricing and Conditions

...................................................................................................... 72

2.4.1 Condition Record .................................................................................................. 73

2.4.2 Condition Table .................................................................................................... 74

2.4.3 Access Sequence ................................................................................................... 75

2.4.4 Condition Type ...................................................................................................... 76

2.4.5 Pricing Procedure ................................................................................................. 79

2.4.6 Condition Maintenance ..................................................................................... 80

2.5 Output Conditions

.............................................................................................................. 82

2.5.1 Sales .......................................................................................................................... 83

2.5.2 Shipping .................................................................................................................. 84

2.5.3 Billing ....................................................................................................................... 85

2.5.4 Example Maintenance ....................................................................................... 86

2.6 Agreements

........................................................................................................................... 89

2.6.1 Customer Material Info Records ..................................................................... 89

2.6.2 Contracts ................................................................................................................. 90

Contents

2.6.3 Rebate Agreements ............................................................................................. 91

2.6.4 Promotions and Sales Deals .............................................................................. 92

2.7 Other Useful Master Data

................................................................................................ 94

2.7.1 Routes ....................................................................................................................... 94

2.7.2 Packing Instructions and Packing Instruction Determination .............. 97

2.7.3 Terms of Payment ................................................................................................ 102

2.7.4 Incoterms ................................................................................................................ 103

2.8 Summary

................................................................................................................................. 105

3Sales

107

3.1 Sales Document Components

........................................................................................ 107

3.1.1 Sales Document Structure ................................................................................. 108

3.1.2 Customizing Settings of a Sales Document ................................................ 109

3.1.3 Item Categories ..................................................................................................... 111

3.2 Inquiry and Quotation

....................................................................................................... 116

3.2.1 Inquiry ...................................................................................................................... 117

3.2.2 Quotation ................................................................................................................ 121

3.3 Sales Order

.............................................................................................................................. 124

3.3.1 Creating a Standard Order ................................................................................ 128

3.3.2 Using an Item Proposal in Sales Orders ........................................................ 129

3.3.3 Material Determination in Sales Orders ....................................................... 132

3.3.4 Cross Selling in Sales ........................................................................................... 134

3.3.5 Listings and Exclusions in Sales ....................................................................... 136

3.3.6 Special Orders ........................................................................................................ 137

3.4 Scheduling Agreements

.................................................................................................... 139

3.5 Contracts

................................................................................................................................. 142

3.6 Backorders

.............................................................................................................................. 144

3.6.1 Backorder Processing .......................................................................................... 144

3.6.2 Rescheduling .......................................................................................................... 148

3.7 SAP Credit Management

.................................................................................................. 152

3.7.1 SAP Credit Management Master Data .......................................................... 153

3.7.2 Processing Blocked SAP ERP Sales and Distribution Documents ......... 156

Contents

3.8 Foreign Trade

........................................................................................................................ 159

3.8.1 Configuration Objects ........................................................................................ 160

3.8.2 Foreign Trade Master Data ............................................................................... 161

3.8.3 Foreign Trade in Sales Order, Delivery, and Billing ................................... 162

3.8.4 Foreign Trade Cockpits ....................................................................................... 167

3.9 Global Trade

.......................................................................................................................... 167

3.9.1 Trading Contracts ................................................................................................ 167

3.9.2 Portfolios .................................................................................................................172

3.9.3 Differential Billing ............................................................................................... 174

3.10 Returns

..................................................................................................................................... 175

3.10.1 Returns Order ........................................................................................................ 176

3.10.2 Returns Delivery ................................................................................................... 177

3.10.3 Billing Document ................................................................................................. 179

3.10.4 Free-of-Charge Subsequent Delivery Order ................................................ 180

3.11 Special Processes in Sales

................................................................................................ 180

3.11.1 Cross-Company Sales ......................................................................................... 182

3.11.2 Third-Party Sales Order ...................................................................................... 191

3.11.3 Make-to-Order Sales Process ........................................................................... 201

3.11.4 Customer Consignment .................................................................................... 209

3.11.5 Sales Orders with Bills of Materials ............................................................... 216

3.12 Sales Output Processing

................................................................................................... 219

3.12.1 Sales Outputs ........................................................................................................ 220

3.12.2 Output Determination ....................................................................................... 220

3.13 Summary

................................................................................................................................. 223

4 Shipping and Transportation

225

4.1 Shipping and Transportation Overview

.................................................................... 226

4.2 Outbound Delivery

............................................................................................................. 227

4.2.1 Checks on Delivery Creation ............................................................................. 228

4.2.2 Create an Outbound Delivery .......................................................................... 232

4.3 Picking

...................................................................................................................................... 236

4.3.1 Wave Picks .............................................................................................................. 237

Contents

4.3.2 Two-Step Picking .................................................................................................. 242

4.3.3 Planning Replenishments .................................................................................. 248

4.4 Packing

..................................................................................................................................... 250

4.4.1 Handling Unit Characteristics .......................................................................... 250

4.4.2 Packing Steps ......................................................................................................... 251

4.5 Shipment

................................................................................................................................. 253

4.5.1 Transportation Planning Point ......................................................................... 254

4.5.2 Shipments ............................................................................................................... 254

4.5.3 Shipment Example ............................................................................................... 255

4.6 Shipment Cost Document

................................................................................................ 260

4.6.1 Setting Up a Shipment Cost Document ........................................................ 261

4.6.2 Creating a Shipment Cost Document ............................................................ 262

4.7 Goods Issue

............................................................................................................................. 266

4.7.1 Outbound Delivery Monitor .............................................................................. 266

4.7.2 Document Flow ..................................................................................................... 267

4.8 Proof of Delivery

.................................................................................................................. 269

4.9 Customer Returns

................................................................................................................ 271

4.9.1 Return Orders ......................................................................................................... 272

4.9.2 Return Delivery ...................................................................................................... 274

4.9.3 Invoice Correction ................................................................................................ 275

4.10 Shipping and Transportation Output Processing

.................................................. 276

4.10.1 Output Determination ....................................................................................... 277

4.10.2 Creating a Condition Record ............................................................................. 278

4.10.3 Issuing Outputs for Shipments ........................................................................ 280

4.11 Summary

................................................................................................................................. 282

5 Billing

283

5.1 Billing Types

........................................................................................................................... 283

5.1.1 General Data .......................................................................................................... 285

5.1.2 Cancellation ........................................................................................................... 286

5.1.3 Account Assigning and Pricing ......................................................................... 286

5.1.4 Output, Partners, and Texts .............................................................................. 287

Contents

5.2 Billing Relevance

................................................................................................................. 287

5.2.1 Order-Related Invoice ......................................................................................... 287

5.2.2 Delivery-Related Invoice .................................................................................... 289

5.2.3 Order- and Delivery-Related Invoice .............................................................. 289

5.3 Billing Processing

................................................................................................................ 290

5.3.1 Billing Document Creation ............................................................................... 292

5.3.2 Reviewing Messages ........................................................................................... 296

5.4 Invoice List

.............................................................................................................................. 296

5.4.1 Generating an Invoice List ................................................................................ 297

5.4.2 Creating an Invoice List with Grouping Billing Documents ................... 298

5.5 Rebates Processing

............................................................................................................. 301

5.5.1 Standard Rebate Processing ............................................................................. 302

5.5.2 Retroactive Rebate Agreements ..................................................................... 306

5.6 Other Billing Processes

..................................................................................................... 307

5.6.1 Canceling Billing Documents ........................................................................... 307

5.6.2 Credit and Debit Memos ................................................................................... 310

5.6.3 Invoice Corrections .............................................................................................. 311

5.6.4 Billing Plans ............................................................................................................ 313

5.6.5 Down Payment Processing ............................................................................... 316

5.7 Integration with SAP ERP Financial Accounting

.................................................... 320

5.7.1 Account Determination ..................................................................................... 323

5.7.2 SAP ERP SD/SAP ERP FI Interface ..................................................................... 324

5.8 SAP Convergent Invoicing

............................................................................................... 327

5.9 Billing Output Processing

................................................................................................ 329

5.9.1 Individual Output Processing ........................................................................... 332

5.9.2 Collective Output Processing ........................................................................... 333

5.10 Summary

................................................................................................................................. 335

6Reporting

337

6.1 Master Data

........................................................................................................................... 337

6.1.1 Display Customer Hierarchy Report .............................................................. 337

6.1.2 Display Condition Record Report .................................................................... 339

Contents

6.1.3 Pricing Report ......................................................................................................... 341

6.1.4 Customer Analysis Basic List Report .............................................................. 343

6.1.5 Sales Organization Analysis Report ................................................................ 346

6.2 Sales

........................................................................................................................................... 350

6.2.1 Sales Summary Report ........................................................................................ 350

6.2.2 List Customer Material Info Report ................................................................ 354

6.2.3 List of Sales Order Report ................................................................................... 355

6.2.4 Inquiries List Report ............................................................................................. 358

6.2.5 Quotation List Report .......................................................................................... 360

6.2.6 List of Contracts Report ...................................................................................... 361

6.2.7 Orders with Time Period Report ...................................................................... 362

6.2.8 Incomplete Sales Orders Report ...................................................................... 364

6.2.9 Backorders Report ................................................................................................ 366

6.2.10 Blocked Orders Report ........................................................................................ 368

6.2.11 Duplicate Sales Orders Report .......................................................................... 372

6.2.12 Customer Returns—Analysis Report ............................................................. 374

6.2.13 Customer Analysis—Sales Report ................................................................... 377

6.2.14 Credit Memo Analysis for Customers Report .............................................. 380

6.2.15 Sales Org Analysis for Invoiced Sales Report ............................................... 382

6.2.16 Material Analysis—Incoming Orders Report .............................................. 384

6.3 SAP Credit Management

.................................................................................................. 386

6.3.1 Credit Management Process ............................................................................ 387

6.3.2 Credit Control Area .............................................................................................. 387

6.3.3 Assigning Credit Limits ....................................................................................... 387

6.3.4 Risk Category .......................................................................................................... 388

6.3.5 Accessing Information in SAP Credit Management .................................. 391

6.3.6 Credit Overview Report ...................................................................................... 391

6.3.7 Early Warning List ................................................................................................. 392

6.3.8 Credit Master Sheet ............................................................................................. 393

6.4 Logistics

.................................................................................................................................... 393

6.4.1 Delivery Due List Report ..................................................................................... 393

6.4.2 Outbound Delivery Monitor Report ............................................................... 396

6.4.3 Display Delivery Changes Report .................................................................... 404

6.5 Billing

........................................................................................................................................ 405

6.6 Sales Information System and Logistics Information System Overview

.... 407

6.7 Summary

................................................................................................................................. 408

Contents

7 Financial Supply Chain Management for

SAP ERP Sales and Distribution

409

7.1 Financial Supply Chain Management Overview and Components

.............. 410

7.2 SAP Biller Direct

................................................................................................................... 412

7.2.1 Open Bills ................................................................................................................ 414

7.2.2 Payment Processing ............................................................................................ 418

7.2.3 Integration with SAP Dispute Management .............................................. 423

7.2.4 SAP Biller Direct Master Data and Customer Profile ................................ 425

7.2.5 SAP Biller Direct in SAP ERP ............................................................................... 428

7.3 Credit Management

........................................................................................................... 429

7.3.1 Master Data ........................................................................................................... 430

7.3.2 Steps to Create a Business Partner ................................................................ 432

7.3.3 Mass Data Changes ............................................................................................. 439

7.3.4 Credit Lists .............................................................................................................. 441

7.3.5 SAP S/4HANA and FSCM Credit Management .......................................... 444

7.4 SAP Dispute Management

.............................................................................................. 447

7.4.1 Dispute Cases and Process ................................................................................ 450

7.4.2 Integration with SAP Customer Relationship Management ................. 454

7.4.3 Integration with SAP Collections Management ........................................ 454

7.4.4 Integration with SAP Biller Direct ................................................................... 454

7.5 Summary

................................................................................................................................. 458

Appendices

459

ASAP Navigation

.................................................................................................................... 461

B Output Processing in Sales and Distribution

.......................................................... 477

C Intermediate Documents

................................................................................................ 491

D The Authors

........................................................................................................................... 503

Index ........................................................................................................................................................ 505

505

Index

ABAP Query ............................................................. 444

Access credentials ................................................. 463

Access sequence ............................ 75, 76, 330, 331

Account

determination ......................................... 286, 323

group ........................................................................ 47

keys ........................................................................ 323

receivable ............................................................ 318

Account assignment group

customer .............................................................. 323

materials ............................................................. 323

Accounting ................................................................. 17

Accounting document ..................... 267, 272, 404

Accounts Payable .................................................. 262

Accounts receivable account ........................... 272

Accrual amount ........................................... 303, 307

Accrual keys ............................................................... 79

Address ........................................................................ 49

Adjustments ........................................................... 271

Advanced ATP in SAP S/4HANA ........................ 33

Advanced shipping notice ................................ 277

Agreements ................................................................ 89

ALE .............................................................................. 488

Allocation ....................................................... 245, 246

Alternative material ............................................ 120

Amount field

Credited ................................................................ 452

Disputed amount ............................................. 452

Orig. disp. amt ................................................... 452

Paid ........................................................................ 452

Analysis ..................................................................... 407

AP invoice ................................................................ 190

Assembly order ...................................................... 202

Automatic billing due list .................................. 290

Automatic invoice receipt ................................. 190

AutoTA ...................................................................... 277

Availability date .................................................... 229

Backorder .............................................. 144, 353, 366

process ................................................................. 145

value ...................................................................... 367

Backorder processing .......................................... 144

by material ......................................................... 150

rescheduling ....................................................... 148

selection list ....................................................... 146

transactions ....................................................... 144

Batch .......................................................................... 251

input ......................................................................... 84

management ........................................................ 22

Bill ............................................................................... 266

find ......................................................................... 416

Bill of lading ............................................................ 277

Bill of materials, sales orders ........................... 216

Billed quantity ....................................................... 377

Billing ..................................... 21, 259, 266, 283, 405

block ................................................... 272, 306, 310

document ................................................... 270, 272

due list ......................................................... 292, 405

processing .................................................. 290, 313

relevance .......................................... 194, 203, 287

types ...................................................................... 283

Billing document .............. 94, 179, 283, 320, 325,

352, 407

create ........................................ 187, 188, 200, 208

multiple ............................................................... 291

output conditions ............................................... 85

type ............................................................... 283, 284

Billing document output management ......... 33

Billing output processing .................................. 329

Billing output type ............................................... 330

LR00 ...................................................................... 330

RD00 ..................................................................... 330

RD01 ...................................................................... 330

RD02 ..................................................................... 330

RD04 ..................................................................... 330

Billing plan ..................................................... 307, 313

access .................................................................... 314

Bills of lading .......................................................... 228

Index

506

Bill-to party ................................................................ 48

Blocked document ............................................... 156

Blocked order ................................................ 368, 370

Blocked stock ......................................................... 271

Business area ............................................................. 37

Business partner ...................................................... 46

control field display ........................................ 434

create .................................................................... 432

create general data ......................................... 432

credit limit .......................................................... 432

credit master data ........................................... 441

maintenance transactions ....................... 55, 58

relationships ...................................................... 438

Business partner transaction ............................. 58

Business roles ........................................................ 430

FLCU00 ................................................................ 430

UDM000 ............................................................. 430

UKM000 ............................................................. 430

Business transaction ........................................... 163

type ........................................................................ 160

Calculation type .................................................... 340

Cancel credit memo ............................................ 309

Canceling billing document ............................. 307

Cancellation billing type ................................... 286

Cancellation of billing documents ................ 307

Case escalation ...................................................... 448

Cash order ............................................................... 137

Cash sales ................................................................. 137

Changes to delivery ............................................. 405

Chart of accounts .......................................... 37, 323

Check rule ................................................................ 435

Check-in ................................................................... 257

Checking .................................................................. 397

CI ................................................................................. 328

Claim, upload digital documents ................... 424

Client .................................................................. 36, 343

number ................................................................ 463

Collective billing document ............................. 291

Collective output processing ........................... 333

Collective processing .......................................... 394

Collective shipment ............................................ 255

Combination .......................................................... 339

Commodity code ................................................... 160

Communication .......................................... 477, 485

Company .................................................................... 37

code .......................................................... 37, 51, 283

Competitive products ........................................... 59

Complaints .............................................................. 271

Components .............................................................. 22

Condition .......................................................... 72, 339

class .......................................................................... 76

Condition record ....... 73, 81, 260, 261, 278, 302,

477, 484, 487

maintenance ........................................................ 80

rebate data ............................................................ 92

value ...................................................................... 340

Condition table ........................................................ 73

access/name ......................................................... 75

Condition technique ..................................... 74, 186

map account key to G/L ................................ 322

Condition type ............................ 76, 261, 297, 339

define in sequence .............................................. 79

JS02 ........................................................................... 78

K004 ........................................................................ 78

K005 ........................................................................ 78

KA00 ....................................................................... 78

KF00 ........................................................................ 78

LR00 ...................................................................... 298

MW15 ..................................................................... 297

PB00 ........................................................................ 78

PI01 ........................................................................... 78

PR00 ........................................................................ 78

RA00 ........................................................................ 78

RA01 ......................................................................... 78

RC00 ........................................................................ 78

RD00 ....................................................................... 78

RD01 ....................................................................... 298

RF00 ........................................................................ 78

RL00 ...................................................................... 297

SKTO ........................................................................ 78

UTX1 ......................................................................... 78

UTX2 ........................................................................ 78

UTX3 ........................................................................ 78

VKP0 ........................................................................ 78

VPRS ......................................................................... 78

Configuration ......................................................... 270

Confirmed delivery date .......................... 230, 231

Confirmed quantities .......................................... 369

507

Index

Connection point .................................................. 254

Consigned goods ................................................... 210

Consignment .......................................................... 209

billing .................................................................... 216

check stock .......................................................... 213

issue order ........................................................... 213

picking .................................................................. 214

process .................................................................. 181

steps ....................................................................... 213

Consolidated packing lists ................................ 258

Consolidated picking .......................................... 237

Consolidated transfer orders ........................... 242

Constrain .................................................................. 398

Contract ............................................................. 90, 142

create .................................................................... 143

document types ................................................ 143

open ....................................................................... 361

Control data ............................................................... 49

Control quantity ................................................... 249

Controlling area ....................................................... 37

Convergent invoicing ......................................... 327

Correspondence ....................................................... 51

Cost of goods sold ................................................. 267

Create a shipment ................................................ 256

Create a wave pick ................................................ 238

Create collective billing document

background .............................................. 294, 300

online .................................................................... 300

online mode ....................................................... 294

Create Freight List button ................................. 401

Create Group popup window ........................... 401

Create individual billing document .... 294, 300

Create outbound delivery ....................... 177, 186

Creation of transfer order ................................. 242

Credit ............................................................... 271, 410

control area ................................ 37, 43, 152, 387

controls ................................................................ 152

data, list display ............................................... 441

functionality ...................................................... 430

limit ............................................................. 369, 371

management ..................................................... 152

management master record change ........ 154

memo .................................................................... 179

profile .......................................................... 430, 434

Credit limits ............................................................ 387

Credit Management ............................ 34, 387, 429

mass updates ..................................................... 439

Credit master sheet ............................................. 393

Credit memo .............................. 296, 310, 311, 380

activity ................................................................. 380

request ......................................................... 272, 310

Credit overview report ....................................... 391

Credits ....................................................................... 416

Cross plant material status .................................. 59

Cross selling ..................................................... 69, 134

maintenance transactions .............................. 70

Cross-company sales .................................. 180, 182

Customer .......................................................... 47, 339

account ................................................................ 271

complaint ............................................................ 313

consignment stock .......................................... 210

download invoice ............................................ 412

hierarchies ................................................... 53, 337

master record .................................................... 148

material info record ........................................... 89

number ........................................................ 340, 359

returns ......................................................... 271, 374

Customer analysis ....................................... 377, 380

basic list ............................................................... 343

Customer master ...................... 161, 183, 228, 321

data structure ...................................................... 49

data, mass update ........................................... 439

display ..................................................................... 46

general data .......................................................... 49

process data .......................................................... 54

transaction codes ............................................... 55

Customer returns-analysis ............................... 374

Customer-material info record ....................... 354

Customs ................................................................... 260

procedure ............................................................ 160

Customs Office ...................................................... 160

Damaged goods ..................................................... 271

Dangerous materials ........................................... 258

Data sources .............................................................. 35

Date range ............................................................... 399

Debit memo ......................................... 296, 310, 311

request ......................................................... 272, 310

Decentralized warehouse .................................. 397

Index

508

Delivery ........................................ 147, 267, 352, 407

date .................................................... 230–232, 393

due list .................................................................. 393

list .......................................................................... 398

note .............................................................. 477, 484

order ................................................... 228, 253, 404

picking .................................................................. 237

priority ................................................................. 148

quantity ............................................................... 234

route determination .......................................... 97

status .................................................................... 258

types ...................................................................... 484

Delivery block ........................................................ 369

reason ................................................................... 370

Delivery item ................................................ 232, 242

category ............................................................... 270

foreign trade ...................................................... 165

Delivery note .......................................................... 276

Delivery-related invoice .................................... 289

Determination analysis ..................................... 487

Dicing and slicing ................................................. 348

Difference adjustment ....................................... 313

Discounts ................................................................. 260

Dispatch ................................................................... 266

time .............................................................. 331, 485

Display condition record report ..................... 339

Display customer hierarchy ............................. 337

Display delivery changes ................................... 404

Dispute ..................................................................... 423

attachment ........................................................ 453

Dispute case ................................................... 423, 450

control .................................................................. 450

history .................................................................. 448

search for ............................................................ 455

Distribution ............................................................ 397

channel ...................................... 40, 340, 341, 478

channel and division ...................................... 348

Division ............................................................. 40, 478

Document flow ......... 34, 108, 235, 267, 272, 404

Document pricing procedure .......................... 286

Document status table .......................................... 34

Document type ..................................................... 108

B1 ............................................................................ 284

CS ............................................................................ 284

F1 ............................................................................. 284

F2 ............................................................................ 284

Document type (Cont.)

F5 ............................................................................. 284

G2 ............................................................................ 284

IV ............................................................................. 284

L2 ............................................................................. 284

LG ............................................................................ 284

LR ............................................................................ 285

LRS .......................................................................... 285

RE ............................................................................ 285

S1 ............................................................................. 285

S2 ............................................................................. 285

Documents due for delivery ............................. 394

Down payment ...................................................... 318

agreement ........................................................... 317

process .................................................................. 307

processing ............................................................ 316

request .................................................................. 318

Drilldown .............................................. 347, 383, 385

level ........................................................................ 381

Early warning list .................................................. 392

E-commerce .............................................................. 28

EDI ... 477, 488, 491, 492, 494, 496, 498, 500, 502

transaction .......................................................... 287

Electronic Bill Presentment and

Payment (EBPP) ................................................. 412

E-mailing .................................................................. 477

Engineering change management ................... 22

Enterprise structure ............................................... 36

Environment ........................................................... 466

Environmental, Health, and Safety

Management ........................................................ 22

Exception message ............................................... 295

Exclusions ......................................................... 70, 136

Extras ......................................................................... 466

menu ...................................................................... 345

F2D1 ............................................................................ 175

F2D2 ............................................................................ 175

Fast Display/Document overview

checkbox .............................................................. 367

509

Index

Favorites ................................................................... 471

managing ............................................................ 472

Faxing ........................................................................ 477

FD32 ........................................................................... 171

FI-CA ................................................................. 327–329

Field catalog ............................................................ 261

Financial posting .................................................. 283

Financial Supply Chain Management ... 26, 409

Foreign Trade ............................................... 159, 229

cockpit .................................................................. 167

delivery item ...................................................... 165

errors at invoice item level ........................... 166

incompletion procedure ................................ 164

master data ........................................................ 161

procedure and logs .......................................... 165

Formats ..................................................................... 258

Forward scheduling ............................................. 231

Forwarding agent .................................................. 261

Freight ....................................................................... 260

Freight charges ......................................................... 46

FSCM ............................................................................. 27

interaction with SAP ERP SD ....................... 411

FSCM Credit Management ................................ 411

internal credit information and scores ... 431

mass data change transactions ................. 439

master data ........................................................ 430

workflow .............................................................. 432

Full box ..................................................................... 248

Full pallet .................................................................. 248

Functionalities .......................................................... 22

Funds management area ...................................... 37

G/L accounts ........................................................... 322

GAAP .......................................................................... 269

General data maintenance ................................... 55

Geographical info ................................................. 160

Global trade ............................................................. 167

Global Trade Management ........................... 25, 26

Goods issue ............. 206, 258, 266, 267, 403, 407

date ........................................................................ 231

Goods Issue button .............................................. 403

Goods receipt ............................... 26, 199, 206, 275

for services .......................................................... 262

Graphical user interface ..................................... 464

Gross sales ............................................................... 377

Handling unit ......................................................... 250

Header partner ...................................................... 287

Hierarchy assignment ........................................ 338

IDoc ...................................... 397, 491–493, 495, 496

common statuses ............................................ 497

commonly used ................................................ 498

direction .............................................................. 493

parent and child segments ........................... 493

sales order confirmation .............................. 498

status .................................................................... 496

structure ..................................................... 497, 498

transactions ....................................................... 495

IDoc status ............................................................... 496

IDoc type ............................................... 495, 500, 501

IMO/SD_D30 ............................................................. 35

IMO/SD_D51 ............................................................. 35

IMO/SD_M10 ............................................................ 35

IMO/SD_M20 ............................................................ 35

IMO/SD_M40 ............................................................ 35

IMO/SD_M50 ............................................................ 35

Incoming order ..................................................... 384

Incoming payment .............................................. 318

Incomplete sales orders ..................................... 364

Incompleteness Analysis .......................... 164, 165

Incorrect billing document .............................. 275

Incoterms ....................................................... 103, 229

key .......................................................................... 104

Index table ................................................................. 34

Individual billing

document ............................................................ 291

process ................................................................. 290

Individual delivery item quantities .............. 242

Individual packing lists ...................................... 258

Individual picking ................................................ 245

Individual shipment ........................................... 255

Individual transfer order ................................... 246

InfoProviders ............................................................ 35

Infostructures ........................................................ 407

Index

510

Inquiry .......................................... 116, 117, 358, 423

create .................................................................... 119

document type .................................................. 119

list ................................................................. 357, 358

number ................................................................ 358

offer alternative item ..................................... 121

transaction ......................................................... 117

Insurance ................................................................. 260

Intercompany billing .......................................... 189

Intercompany invoice ........................................ 188

Intermediate document .................................... 491

Intrastat .................................................................... 163

Inventory ................................................................. 266

Inventory control .................................................... 17

Inventory Management ............................. 23, 236

Invoice ............................................................. 259, 267

correction ............................................................ 272

corrections ................................................. 307, 311

dispute ................................................................. 447

PDF ........................................................................ 412

recover ................................................................. 416

Invoice list ............................................................... 296

type ........................................................................ 285

Invoice verification ................................................ 26

Invoiced sales ......................................................... 382

Invoices .................................................................... 296

Invoicing .................................................................. 382

Item

proposal .................................................................. 64

propose ................................................................ 131

Item category ......................................................... 111

and order type interaction ........................... 114

Customizing functions .................................. 113

determination ................................................... 114

maintain assignment ..................................... 113

standard .............................................................. 112

TAK ........................................................................ 202

TAS ......................................................................... 193

Item View button ................................................. 398

Key combinations ................................................ 477

Key figure .......................... 343, 377, 381, 385, 407

Large/small quantities ........................................ 248

Lean SAP ERP Warehouse

Management ............................................ 236, 237

LIS Credit Management tables ........................... 34

List

of contracts ......................................................... 361

of deliveries ......................................................... 406

of sales order ...................................................... 355

List customer material info .............................. 354

Listings ............................................................... 70, 136

button ................................................................... 401

date ........................................................................ 231

end .......................................................................... 258

point ........................................................................ 43

start ........................................................................ 257

time ........................................................................ 230

Loading and unloading point .......................... 255

LOCL ............................................................................ 486

Logistics .................................................................... 393

Logistics Information System .......................... 407

Logistics Invoice Verification ............................. 23

Make-to-order ......................................................... 181

production ........................................................... 201

sales process ....................................................... 201

Manual mass billing ............................................. 290

Marketing ................................................................... 50

Master contract ........................................................ 90

Master data ....................................................... 45, 407

contract ................................................................ 142

reconciliation between SAP ERP SD

and business partner .................................. 444

SAP Biller Direct ................................................ 425

Material analysis ................................................... 384

Material availability date ................................... 230

Material determination ............................... 67, 132

maintenance transactions ............................. 68

Material document ............................................... 404

Material master ........ 58, 161, 228, 249, 321, 407

Material number ............................... 250, 354, 359

Material requirements planning ...................... 24

511

Index

Material, price ........................................................ 341

Materials ......................................................... 339, 384

Maximum bin quantity ..................................... 249

Menu bar .................................................................. 465

Menu components ............................................... 466

Message transmission ........................................ 484

Message type ............................. 495, 497, 500, 501

Orders ................................................................... 498

Milestone billing ................................ 313, 317, 320

Minimum bin quantity ...................................... 249

Mobile and social media ....................................... 32

Mode of transportation ............................ 160, 254

Monthly period ........................................... 347, 370

Movement type ..................................................... 267

MRP element .......................................................... 147

Multidimensional scale ...................................... 261

MultiProvider ............................................................ 35

Navigation area ..................................................... 468

Nonstock materials ................................................. 58

Number range ........................................................... 47

Order- and delivery-related invoice .............. 289

Order date ................................................................ 230

Order processing ............................................... 17, 20

Order value .................................................... 369, 370

Order-related billing ............................................ 288

Order-related invoice .......................................... 287

Orders with time period .................................... 362

Order-to-cash ............................................................ 18

Organizational structure ................................... 407

Outbound delivery ..................................... 227, 235

consignment ...................................................... 214

create .................................................................... 186

for consignment ............................................... 212

Outbound Delivery Monitor ........ 238, 266, 396,

397, 399, 403, 404

Outline agreement ..................................... 107, 139

Output ................................................................ 82, 477

condition record ............................................... 477

device .................................................................... 485

processing ........................................................... 477

Output (Cont.)

settings ................................................................. 477

status .................................................................... 487

type ........................................................................ 477

Output determination ....................................... 277

shipments ........................................................... 280

Output types .......................................................... 287

AN00 ....................................................................... 83

BA00 ........................................................................ 83

BA01 ......................................................................... 84

ESYM ........................................................................ 84

FUCO ........................................................................ 85

FUPI .......................................................................... 85

KRML ........................................................................ 83

LALE .......................................................................... 84

LD00 ........................................................................ 84

PL00 ......................................................................... 85

RD00 ........................................................................ 85

ZWWW ..................................................................... 83

Overall WM Status ................................................ 234

Packaging materials ..................................... 59, 251

Packing ............................................................ 250, 266

station .................................................................. 251

Packing instruction ................................................ 98

determination ................................................... 101

Packing list .............................................................. 277

Parent and child ........................................... 493, 494

Partner determination procedure .................... 52

Partner function ...................................................... 47

master data records ........................................... 54

Partner profile ............................................... 488, 493

Payer ............................................................................. 49

Payment ................................................................... 352

guarantee proc ................................................. 163

Period ........................................................................ 343

Periodic billing ...................................................... 313

Physical inventory .................................................. 23

Picked quantity ..................................................... 234

Picking .......................................... 232, 236, 266, 397

area ....................................................................... 242

date ........................................................................ 393

date range ........................................................... 239

in the warehouse .............................................. 398

Index

512

Picking (Cont.)

list ................................................................. 242, 276

location ................................................................ 228

Picking auto confirm .......................................... 277

Picking/packing ........................................... 230, 231

Planning of replenishments ............................ 248

Plant .............................................................................. 38

POFO31 ............................................................ 172, 174

POFO32 ..................................................................... 174

POFO33 ..................................................................... 174

POFO34 ..................................................................... 174

Post goods issue .................................................... 208

Post goods receipt ....................................... 179, 186

Posting ...................................................................... 272

Posting block .......................................................... 285

Preceding document ........................................... 272

Presale activities ...................................................... 19

Presales documents ............................................ 107

Price determination ............................................... 75

Price element ............................................................ 76

Prices ......................................................................... 260

Pricing ................................................ 46, 72, 261, 338

element ................................................................ 261

procedure ............................................ 79, 261, 322

record ................................................................... 297

report .................................................................... 341

Pricing conditions ......................................... 26, 297

EK02 ...................................................................... 208

IV01 .............................................................. 183, 190

PI01 ..................................................... 183, 188–190

PI02 ....................................................................... 188

PR00 ............................................................ 190, 208

VPRS ............................................................. 190, 208

Print immediately ................................................ 485

Printer ....................................................................... 484

Printing .................................................. 258, 259, 477

Processing status .................................................. 393

Product ........................................................................ 58

hierarchy ................................................................ 59

proposal .................................................................. 64

Production .............................................................. 206

order change ...................................................... 206

Profit margin .......................................................... 208

Profitability Analysis (CO-PA) ............................ 53

Promotions ................................................................ 92

Proof of delivery ................................................... 270

Purchase order ................................... 147, 192, 262

create ..................................................................... 197

history ................................................................... 264

Purchase requisition .................................. 192, 197

Purchasing ........................................................ 17, 262

Purchasing Info System ...................................... 407

Quality Info System ............................................. 407

Quantity .................................................................... 251

contract .................................................................. 90

Quotation ....................................................... 116, 121

list ................................................................. 357, 360

transactions ........................................................ 121

with reference to inquiry ............................... 122

Radio frequency ....................................................... 24

Rebate

accrual ........................................................... 92, 302

agreement .......................................... 91, 302, 307

basis ....................................................................... 303

processing .................................................. 285, 301

Rebate index table .................................................. 34

Reconciliation ......................................................... 270

account ................................................................. 320

Records Management System (RMS) ............ 450

attachments ....................................................... 453

Reference document ............................................ 267

Release after output ............................................. 485

Release to Accounting ......................................... 326

Replenishment quantity .................................... 250

Required delivery date ........................................ 231

Rescheduling ........................................................... 148

foreground mode .............................................. 149

simulation ........................................................... 151

sort order ............................................................. 150

transactions ........................................................ 148

Retroactive rebate agreement ......................... 306

Return order ............................................................ 272

Returns

delivery ................................................................. 177

order ...................................................................... 176

quantity ................................................................ 376

513

Index

Risk category ........................................................... 388

Route ................................................ 94, 161, 228, 229

determination ...................................................... 96

information ........................................................ 228

Rush order ............................................................... 138

Sales ......................................................... 107, 350, 377

activity ................................................................. 353

agreement ........................................................... 228

area ........................................................................... 42

bill of material ................................................... 182

cycle ....................................................................... 382

deal .................................................................... 92, 94

group ........................................................................ 41

office ......................................................................... 41

promotion ........................................................... 340

special processes .............................................. 180

summary ............................................................. 350

tendencies .............................................................. 27

view ........................................................................... 61

Sales document .................................. 359, 367, 477

billing data ......................................................... 111

components ........................................................ 107

customize settings ........................................... 109

general data ....................................................... 110

item categories ................................................. 111

shipping data ..................................................... 111

type ........................................................................ 287

Sales Information System (SIS) ........ 22, 53, 343,

374, 407

Sales order .............. 107, 124, 228, 267, 272, 355,

393, 407

consignment ...................................................... 213

create .......................................................... 184, 204

create standard order ..................................... 128

credit management action .......................... 157

cross selling ........................................................ 134

for a given material ........................................ 355

foreign trade ...................................................... 162

header billing ..................................................... 163

item proposal .................................................... 129

listings and exclusions ................................... 136

maintenance transactions ........................... 125

material determination ................................. 132

Sales order (Cont.)

predecessor document ................................... 125

process ................................................................. 126

process blocked ................................................. 157

route determination .......................................... 96

special order ....................................................... 137

structure .............................................................. 126

transfer data to purchase order ................. 192

with BOM ............................................................ 216

Sales org analysis ......................................... 346, 382

Sales organization ... 39, 283, 323, 339–341, 384

Sales support ............................................................. 33

SAP Biller Direct ........................................... 411, 412

accept payments .............................................. 418

contact information update ....................... 425

customer self-service ...................................... 418

digital copy ......................................................... 418

download formats ........................................... 418

downloading capability ................................ 417

functionality ...................................................... 413

integration with SAP Dispute

Management ................................................ 423

payment history ............................................... 422

process ................................................................. 413

process disputes ............................................... 455

profile ................................................................... 426

SAP Dispute Management ........................... 454

screen configuration ...................................... 414

transaction codes ............................................ 428

web enabled ....................................................... 414

SAP Business Suite ............................................... 407

SAP Business Workflow ..................................... 477

SAP CI ........................................................................ 327

SAP Collections Management ......................... 411

SAP Convergent Charging ................................. 328

SAP Credit Management ................................... 386

master data ........................................................ 153

SAP Customer Relationship Management

(SAP CRM) ................................................ 22, 27, 28

contact center ...................................................... 28

marketing .............................................................. 27

sales .......................................................................... 27

service ...................................................................... 27

SAP Dispute Management ............. 411, 423, 447

amount types .................................................... 452

integration with SAP Biller Direct ............. 454

Index

514

SAP Dispute Management (Cont.)

linked objects ..................................................... 453

roles ....................................................................... 453

SAP Dispute Management, integration

with SAP CRM .................................................... 454

SAP Easy Access settings ................................... 463

SAP ERP ........................................................................ 18

SAP ERP Controlling ............................................... 22

SAP ERP Customer Service ................................... 25

SAP ERP FI ......................................................... 22, 325

SAP ERP Financial Accounting ........................ 320

SAP ERP Financials .................................................. 26

SAP ERP Human Capital Management ........... 18

SAP ERP Inventory Management .................. 267

SAP ERP Logistics Execution ............................... 23

SAP ERP Materials Management ....................... 23

SAP ERP Plant Maintenance ......................... 23, 24

SAP ERP Production Planning ........... 23, 24, 201

SAP ERP Project System ................................. 22, 23

SAP ERP Quality Management .................... 23, 25

SAP ERP Sales and Distribution ......................... 23

application ..................................................... 28, 32

queries ..................................................................... 35

Rebate Processing ............................................... 33

SAP HANA .............................................................. 32

to SAP ERP FI ...................................................... 324

SAP ERP Warehouse Management ....... 234, 237

status .................................................................... 242

SAP Event Management .................................... 477

SAP General Ledger ..................................... 266, 267

SAP Global Trade Management .................. 25, 26

SAP GUI ............................................................ 461, 463

SAP HANA ................................................................... 32

cloud and mobile ................................................ 32

SAP ERP SD ............................................................ 33

SAP HANA-optimized ............................................ 33

SAP Hybris .................................................................. 28

SAP Hybris as a Service ......................................... 29

SAP Hybris Billing ................................................... 31

SAP Hybris Commerce .......................................... 29

SAP Hybris Customer Engagement &

Commerce ............................................................. 28

SAP Hybris Marketing ........................................... 29

SAP Hybris Sales ............................................... 29, 30

SAP Hybris Service .................................................. 29

SAP Logon icon ...................................................... 461

SAP S/4HANA, Sales and Distribution ............ 33

SAP Supply Chain Management ................ 22, 26

SAP Transportation Management .................. 253

SAP Yard Management ......................................... 24

Scale ............................................................................ 261

Schedule line .............................. 115, 191, 202, 231

categories ............................................................ 115

Scheduling agreement ........................................ 139

create ..................................................................... 140

document types ................................................. 139

EDI .......................................................................... 140

Screen body ............................................................. 468

Screen header ......................................................... 464

SD, Document Category ..................................... 285

Security administrator ........................................ 463

Selected period ....................................................... 367

Serialize ..................................................................... 250

Service .......................................................................... 58

contract .................................................................. 90

entry sheet ........................................................... 262

Settings ...................................................................... 466

Settlement lines ..................................................... 316

Settling costs ........................................................... 263

Shipment .................................................................. 253

completion ................................................ 258, 262

deadline ................................................................ 257

document .................................................. 260, 262

end .......................................................................... 258

start ........................................................................ 258

type ........................................................................ 256

Shipment cost

document .................................................. 260, 261

header ................................................................... 261

item ........................................................................ 261

item category ..................................................... 261

settlement ............................................................ 264

subitem ................................................................. 262

Shipping .......................................................... 208, 225

carrier .................................................................... 257

condition ................................................................ 96

conditions ............................................................ 230

credit status ........................................................ 153

due .......................................................................... 366

point .................................. 43, 227, 228, 239, 399

type ........................................................................ 261

515

Index

Shipping and transportation ........................... 266

output processing ............................................ 276

Ship-to address ...................................................... 228

Ship-to party .................................................... 48, 229

destination country ........................................... 96

Shortcuts .................................................................. 462

Similar orders ......................................................... 372

Simulate

billing document creation ............................ 293

invoice list creation ......................................... 300

Simulation ............................................................... 150

SKU item ...................................................................... 59

Sold-to party ................................. 48, 348, 360, 361

Sort order ................................................................. 150

Special orders ......................................................... 137

cash sale ............................................................... 137

rush order ............................................................ 138

Special processes in sales ................................... 180

Standard rebate processing .............................. 302

Standard toolbar ................................................... 467

Statistical groups .................................................. 407

Statistical information ....................................... 407

Status bar ................................................................. 469

Stock ........................................................................... 404

account ................................................................ 267

category ............................................................... 271

Storage

bin ............................................................................. 39

location ................................................................... 38

section ..................................................................... 38

type ........................................................................... 38

Subsequent delivery free-of-charge order ... 180

Surcharges ............................................................... 260

System Status ......................................................... 171

Table

VBBE ......................................................................... 33

VBBS ......................................................................... 33

VBOX ........................................................................ 34

VBUK ........................................................................ 34

VBUP ........................................................................ 34

Terms of payment ................................................ 102

Text determination procedure ....................... 287

Third-party sales order ....................................... 191

Time slots ................................................................ 237

Top N option ........................................................... 345

Trading Contracts .......................................... 26, 167

Trading goods ........................................................... 58

Traffic light status ................................................ 487

Transaction

0VRF ......................................................................... 97

0VTC ........................................................................ 97

Autom. written off ........................................... 452

BD87 ...................................................................... 496

BD88 ...................................................................... 496

BDN7 ..................................................................... 496

Cleared manually ............................................ 452

EBPP_CREATE_USER ...................................... 428

EBPP_LOG_DISP ............................................... 428

EBPP_LOG_ORGA ............................................ 429

F.28 ......................................................................... 446

F.31 ................................................................ 391, 446

F.32 ......................................................................... 446

F.33 ................................................................ 391, 446

F.34 ......................................................................... 446

F56A .......................................................................... 57

FCV1 ....................................................................... 446

FCV2 ...................................................................... 446

FCV3 ............................................................. 391, 446

FD10N ................................................................... 391

FD11 ........................................................................ 391

FD24 ............................................................. 390, 446

FD32 .................................................... 390, 444, 446

FD33 ....................................................................... 390

FD34 ...................................................................... 390

FDK43 .................................................................... 446

FDM_AUTO_CREATE ...................................... 449

FDM_CREATE_PROPOSAL ........................... 449

FDM_LDDB_DISP ............................................. 449

FDM_LDDB_EXEC ............................................ 449

FDM_LDDB_REORG ........................................ 449

FDM_PROCESS_PROPOSAL ......................... 449

FS00 ...................................................................... 322

HUPAST ............................................................... 252

IQS8 ....................................................................... 428

LT0E ...................................................................... 248

LT42 ....................................................................... 248

LT72 ........................................................................ 248

LX39 ....................................................................... 248

MM01 ....................................................................... 63

Index

516

Transaction (Cont.)

MM02 ...................................................................... 64

MM03 ...................................................................... 64

MMBE ................................................................... 213

MMH1 ...................................................................... 63

MMN1 ...................................................................... 63

MMS1 ....................................................................... 63

MMV1 ....................................................................... 63

OV50 ........................................................................ 57

OV51 ......................................................................... 57

POF1 ....................................................................... 101

POF2 ...................................................................... 101

POF3 ...................................................................... 102

POP1 ...................................................................... 100

POP2 ...................................................................... 100

POP3 ...................................................................... 100

POP4 ...................................................................... 100

S_ALR_87012215 ................................................ 446

S_ALR_87012218 ............................................... 446

S_AXB_19000002 ........................................... 429

SCASE .................................................................... 432

SPPFP .................................................................... 448

UDM_AUTOWRITEOFF .................................. 448

UDM_CASE_PROCESSOR .............................. 449

UDM_DISPUTE ........................................ 448, 450

UDM_PUBLISH_DISPUTE ............................. 449

UKM_BLACK_WHITE ..................................... 432

UKM_BP .............................................................. 432

UKM_BP_DISPLAY .......................................... 441

UKM_CASE ......................................................... 444

UKM_COMMITMENTS .................................. 441

UKM_LOGS_DISPLAY .................................... 441

UKM_MALUS_DSP .......................................... 441

UKM_MASS_DSP1 ........................................... 441

UKM_MASS_DSP2 ........................................... 441

UKM_MASS_RECON ....................................... 441

UKM_MASS_SHOW ........................................ 441

UKM_MASS_UPD1 .......................................... 439

UKM_MASS_UPD2 .......................................... 439

UKM_MASS_UPD3 .......................................... 439

UKM_MASS_UPD4 .......................................... 439

UKM_MONITOR ............................................... 440

UKM_VECTORS ................................................ 441

V/LD ......................................................................... 82

V+21 .......................................................................... 55

V+23 .......................................................................... 56

Transaction (Cont.)

V-12 ........................................................................... 56

VA01 ............................................................. 128, 235

VA11 ........................................................................ 119

VA41 ......................................................................... 91

VA42 ......................................................................... 91

VA43 ......................................................................... 91

VA51 .......................................................................... 66

VA52 ......................................................................... 66

VA53 ......................................................................... 66

VA55 ......................................................................... 67

VAP1 ......................................................................... 56

VAP2 ........................................................................ 56

VAP3 ......................................................................... 56

VB(7 ........................................................................ 305

VB(D ......................................................................... 91

VB01 .................................................................. 72, 91

VB02 ................................................................. 72, 91

VB03 ................................................................. 72, 91

VB11 .......................................................................... 68

VB12 .......................................................................... 68

VB13 .......................................................................... 68

VB14 .......................................................................... 68

VB21 .......................................................................... 94

VB22 ......................................................................... 94

VB23 ......................................................................... 94

VB25 ......................................................................... 94

VB31 .......................................................................... 93

VB32 ......................................................................... 93

VB33 ......................................................................... 93

VB41 .......................................................................... 70

VB42 ......................................................................... 70

VB43 ......................................................................... 70

VB44 ......................................................................... 70

VBO2 ...................................................................... 305

VBOF ...................................................................... 305

VD01 ........................................................................ 55

VD02 ........................................................................ 55

VD03 ........................................................................ 55

VD04 ........................................................................ 57

VD05 ........................................................................ 57

VD06 ........................................................................ 57

VD51 ......................................................................... 89

VD52 ......................................................................... 89

VD53 ......................................................................... 90

VD54 ......................................................................... 90

517

Index

Transaction (Cont.)

VDH1N ..................................................................... 56

VDH2N ..................................................................... 56

VF01 ....................................................................... 292

VF02 ...................................................................... 292

VF03 ...................................................................... 292

VF04 ...................................................................... 292

VF06 ...................................................................... 292

VF21 ........................................................................ 298

VF22 ....................................................................... 298

VF23 ....................................................................... 298

VF26 ....................................................................... 298

VI01 ........................................................................ 265

VI02 ....................................................................... 265

VI03 ....................................................................... 265

VI04 ....................................................................... 265

VI05 ....................................................................... 265

VI11 ......................................................................... 265

VI12 ......................................................................... 265

VK11 ........................................................................... 82

VK12 .......................................................................... 82

VK13 .......................................................................... 82

VK14 .......................................................................... 82

VK31 .......................................................................... 81

VK32 .......................................................................... 81

VK33 .......................................................................... 81

VK34 ......................................................................... 81

VKM1 ..................................................................... 390

VKM3 ..................................................................... 447

VKM31 ................................................................... 390

VKM5 ........................................................... 390, 447

VL01C .................................................................... 235

VL02N ................................................ 236, 252, 269

VL03N ................................................................... 236

VL06G ................................................................... 269

VL06O ................................................................... 236

VL06P ................................................................... 241

VL09 ...................................................................... 269

VL35 ....................................................................... 241

VL35_S ................................................................... 241

VL35_ST ................................................................ 241

VLPOD .................................................................. 271

VLPODA ............................................................... 271

VLPODL ................................................................ 271

VLPOF ................................................................... 271

VLPOQ .................................................................. 271

Transaction (Cont.)

VT01N ................................................................... 259

VT02N .......................................................... 252, 259

VT03N ................................................................... 259

VT06 ...................................................................... 259

VT11 ............................................................... 259, 260

VT14 ....................................................................... 259

VT15 ....................................................................... 259

VT16 ....................................................................... 260

VT70 ...................................................................... 259

VV11 .......................................................................... 84

VV12 .......................................................................... 84

VV13 .......................................................................... 84

VV21 .......................................................................... 85

VV22 ......................................................................... 85

VV23 ......................................................................... 85

VV31 .......................................................................... 86

VV32 ......................................................................... 86

VV33 ......................................................................... 86

WE02 ..................................................................... 495

WE05 ..................................................................... 495

WE19 ...................................................................... 495

WE20 ..................................................................... 496

WE60 ..................................................................... 496

XD01

......................................................................... 55

XD02 ........................................................................ 55

XD03 ........................................................................ 55

XD04 ........................................................................ 57

XD05 ........................................................................ 57

XD06 ........................................................................ 57

XD07 ........................................................................ 57

XD99 ........................................................................ 57

Transaction group ................................................ 285

Transfer order ........ 234, 237, 242, 266, 398, 399

Transit time ............................................................ 230

Transportation ............................................. 226, 253

chain ..................................................................... 255

leg ........................................................................... 255

partner ................................................................. 260

Transportation Info System ............................. 407

Transportation planning ................ 229, 254, 404

date ........................................................................ 231

point ...................................................... 43, 254, 261

time ....................................................................... 230

Troubleshooting ................................................... 487

Truck .......................................................................... 401

Index

518

Two-step picking ................................................... 242

monitor ................................................................ 244

Unloading points ..................................................... 50

Update billing documents ................................ 303

User menu ............................................................... 464

Utilities ..................................................................... 466

Validity dates ......................................................... 340

Validity period ................................................ 73, 261

Value contract ........................................................... 90

Variant configuration .................................. 22, 182

VBFA ............................................................................. 34

Vendor, master ...................................................... 407

View ........................................................................... 466

Warehouse ........................................................ 38, 393

Warehouse 2 view ................................................. 249

Warehouse Management

Info System ......................................................... 407

status ..................................................................... 237

Wave pick ....................................................... 237, 242

WB2_DI_LOG .......................................................... 175

WB22 .......................................................................... 171

WB2DI1 ............................................................ 174, 175

WB2DI2 ...................................................................... 175

WB2DI3 ...................................................................... 175

WB2DI4 ...................................................................... 175

Weight ......................................................................... 60

Wild card ................................................................... 357

Windows printer .................................................... 486

Workflow .................................................................. 448

First-hand knowledge.

We hope you have enjoyed this reading sample. You may recommend

or pass it on to others, but only in its entirety, including all pages. This

reading sample and all its parts are protected by copyright law. All usage

and exploitation rights are reserved by the author and the publisher.

Matt Chudy is an independent SAP Logistics consulting

lead. He has more than 13 years of experience in Sales and

Distribution, Materials Management, and other logistics

applications, spanning project administration, design, gap

analysis, testing, implementation, and support and training.

Ricardo Lopez is an SAP veteran of 20 years. He is a PMP

project manager with an SD certification from SAP America.

As a senior manager with a solid background coordinating

and managing major OTC projects and devising plans and

schedules, Ricardo has two decades of consulting experi-

ence directing implementations of SAP applications such

as Sales and Distribution, SAP FSCM/Biller Direct, Credit and

Dispute Management, and SAP Fiori.

Luis Castedo is an independent systems and business

consultant with more than 20 years of experience. For the

past 15 years, he has been focused on SAP implementa-

tions, spanning Sales and Distribution, Materials Manage-

ment, Inventory Management, Warehouse Management,

and Transportation Management.

Matt Chudy, Luis Castedo, Ricardo Lopez

Sales and Distribution in SAP ERP:

Business User Guide

518 Pages, 2018, $79.95

ISBN 978-1-59229-881-5