SAP SD Questionnaire Part 2 Ver 1.

Stage 3 Basic Functions 3.1 Pricing Condition Processing What Master Data combinations do you base your pricing on?
Sales rgani!ation " Distribution Channel " Sold#to#Party " Material Sales rgani!ation " Distribution Channel " Ship#to#Party " Material Sales rgani!ation " Distribution Channel " Material Sales rgani!ation " distribution Channel " Price $ist %ype " Currency " Material Sales rgani!ation " Distribution Channel " Sold#to#party " Material &roup (o (o (o

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Describe all the other combination %o calculate a price) *ill +"3 ha,e to read any in-ormation stored on an e.ternal 3rd party or in#house system? What a pricing in-ormation do you capture -or statistical purpose? /i.e. it does not alter the price0 For e.ample) material costs) pro-it margins) or sub#totals to print on an in,oice 1- you process 2lectronic Data 1nterchange /2D10 orders) do you accept the e.pected order price per item or the e.pected order ,alue? 1- you process 1nter#Company orders) do you charge the inter#company based on a speci-ied amount or on a percentage o- the item price? Do you allo* manual ad3ustment to the &ross Price automatically generated by the S4P +"3 system?

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Do you manually alter prices -or an entire sales document at the header le,el?

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SAP SD Questionnaire Part 2 Ver 1.0

Do you use 5 1nter,al &raduated Scales6 pricing? 2.ample7 For the -irst number o- items purchased) the customer is charged a certain price. 4dditional items abo,e a certain 8uantity le,el are sold at a lo*er price. Do you ha,e multiple prices and discounts -or a customer) and re8uire the system to search the combination o- all#eligible prices and discounts and gi,e the customer the 5best6 or 5lo*est6 price? Do you re8uire the system to accumulate the amounts -or certain conditions /li9e discounts0 and de#acti,ate the discount once a speci-ied ma.imum ,alue has been reached? /%rac9ing Cumulati,e ,alues0 Do you re8uire the -unctionality to create user# de-ined inde.es in the pricing tables? %his *ill enable you to search -or your prices using company#speci-ic search criteria such as *hat operator input *hat prices on a certain day.

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Do your prices include Sales %a.?

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Do you e,er base the price o- an item on the cost to manu-acture or purchase the material.

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SAP SD Questionnaire Part 2 Ver 1.0

Do you o--er discounts to your customers? 1- so) *hat are they based on?

Customer Material Customer " Material Customer &roup " Material Customer &roup " Material &roup Ship#to $ocation Customer :ierarchy Pallets Mi.ed Pallets

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Do you o--er discounts to your customers that are based on a Sales Promotion? 1- yes) please describe your Sales Promotion and Sales Deal structure. 4re these deals customer#speci-ic or are the related to the product? 4re these deals o--#in,oice or accrued /or a combination o- both0? What Date is pricing based on?
Sales rder date 'es 'es 'es 'es (o (o (o (o

+e8uired Deli,ery date ;alid#From date Depends on the document type

:o* do you calculate and charge Freight? What subtotal in-ormation is there to record on pricing procedure? What type pricing in-ormation generally pass on to Sales 1n-ormation System /S1S0?
3

SAP SD Questionnaire Part 2 Ver 1.0

Do you use the S4P ;ariant Con-iguration -eature -or 5con-igure to order6 materials?
2.ample7 *hen selling an automobile) any option onumber o- doors) color) engine si!e) and music pac9age *ill help determine the price to charged

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Do your customers ha,e large) comple. buying structure that you *ish to price and discount according to? Do you calculate your prices by the use o-ormulas?

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What your method o- ta.ation?

<S (on =urisdiction <S =urisdiction utput %a.es Canadian Me.ico ther /Speci-y0

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3.> 4ccount 4ssignment :o* do you determine *hich &eneral $edger account should be posted -or +e,enue
Sales rg) Cus. &rp. Mat. &rp) 4cct. ?ey Sales rg) Customer &roup) 4ccount ?ey Sales rg) Material &roup) 4ccount ?ey Sales rg) 4ccount ?ey 'es 'es 'es 'es 'es (o (o (o (o (o

thers /Speci-y0

Do you also post to Business 4reas /product groups0 -or internal reporting?

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SAP SD Questionnaire Part 2 Ver 1.0

1- yes ho*?

By Plant " Di,ision By Sales 4rea

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Please list the re,enue accounts7

What accounts do you use to post#sales deductions /discounts0? What account do you use to post -reight? What accounts do you use to post ta.? What account do you use to post rebates? What accounts do you use to post rebate accruals? Do you re8uire the inter-ace lin9 -rom SD to C P4

3.3 4,ailability Chec9 Do you per-orm an a,ailability chec9 against on the basis o- 54,ailable to Promise6 /4%P0 8uantities? 1- yes) -or *hat types o- material? 'es (o

Do you per-orm an a,ailability chec9 against on the basis o- planned independent 8uantities? 1- yes) -or *hat types o- material Do you normally include replenishment lead# time in your a,ailability chec9? Do you bloc9 a sales order i- the a,ailability chec9 -ails?

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SAP SD Questionnaire Part 2 Ver 1.0

For your di--erent types o- materials) decide *hat to include in your a,ailability chec97
Stoc9s to include

Sa-ety stoc9 Stoc9 in trans-er Stoc9 in 8uality inspection Bloc9ed stoc9ed

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What 1n*ard and be included?

ut*ard Mo,ements should

Purchase

rder

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Purchase re8uisitions Planned order Production order +eser,ations Dependent reser,ations Dependent re8uirements Sales re8uirements Deli,ery re8uirements

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utput
Sales rg " Distribution Channel " Customer &roup Sales rg 'es (o

Water master data -ields do you use to determine *hat output to send?

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Customer ther /Speci-y0

What type o- output do you send?

Printed Fa. 2D1 ther /Speci-y0

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SAP SD Questionnaire Part 2 Ver 1.0

Collect printout /Samples0 o- the -ollo*ing documents.

Sales order Customer Master Material Master Pic9ing $ist Shipping documents 1n,oice %op A sales reports /Speci-y

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3.A Material Determination 1- a product is pac9aged di--erently -or a special e,ent /e.g. %han9sgi,ing) Promotion0) do you *ant the system to automatically substitute the special pac9aging *hen the product is ordered? 1- yes ho* does the substitution occur?
2.ample7 What master records do you per-orm the Substitution based on?

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Customer Material Customer B Material Country Code 4nother grouping /Speci-y0

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What are the di--erent reasons you *ould substitute one product -or another or one pac9aging -or another?

Do you ha,e original ordered product or the substituted product in-ormation printout on the output? When a product is automatically substituted) at *hich le,el personal alert -or data entry ta9es place

riginal Substituted

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3.C Material $isting

SAP SD Questionnaire Part 2 Ver 1.0

Do you re8uire that certain products or customer must be pre#speci-ied on a 5Material $ist6 be-ore a customer can place an order -or the material. What Master Date -ields *ill ma9e up the 9ey inde. -or the 5Material $isting6 table?

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Customer " Material Customer &roup " Material Ship %o $ocation " Material ther /Speci-y0

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3.D Material 2.clusion Do you re8uire that certain products or customers must be pre#speci-ied on a 5Material 2.clusion6 table to bloc9 selling that material to the customer What Master Data -ields *ill ma9eup the 9ey inde. -or the 5Material 2.clusion6 table?
Customer " Material Customer &roup " Material Ship#to $ocation " Material ther /Speci-y0

3.E Credit Processing

Describe ho* your credit *ill be monitored7

ne department /Credit Control 4rea0 *ill monitor the credit -or all Company Codes

SAP SD Questionnaire Part 2 Ver 1.0

2ach Company Code *ill be monitored by its o*n department /Credit Control 4rea0 ther /Speci-y0

What categories o- ris9 *ill you monitor against your customer? Chec9 all that apply

$o* +is9 Medium +is9 :igh +is9 $ist any other

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During *hich stages o- the sales cycle *ill you per-orm a credit chec9?

Sales

rder

Deli,ery Creation Post &oods 1ssue /Shipment0

1n the case o- ne* customers) *ill orders be accepted i- the credit data has not yet been maintained?

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Do you *ant the credit chec9 per-ormed during entrance o- each line item or only *hen the document is sa,ed?

2ach $ine 1tem. Sa,ing o- Document only.

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1s there a ma.imum ,alue per Credit Control 4rea that a sale documents that a sales document cannot e.ceed?

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Should a credit chec9 be per-ormed *hen one othe -ollo*ing critical -ields are changed on a Sales Document / Payment %erms) 4dditional ;alue Days) Fi.ed ;alue Date0?

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SAP SD Questionnaire Part 2 Ver 1.0

What is your policy *hen a customer -ails credit? Do you bloc9 the order? Deli,ery?

Cannot sa,e Sales

rder

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Sa,e Sales rder but bloc9 Deli,ery document creation Sa,e Sales rder) but bloc9 shipment /Post &oods 1ssue0 thers /Speci-y0

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Serial (umbers Do you ha,e serial numbers -or your materials /e.g. model number0 When do you *ant the system to assign serial number?
Sales rder 'es 'es 'es (o (o (o

Deli,ery Creation Post &oods 1ssue /P&10

Do you ha,e any system to assign serial numbers automatically or manually?

4utomatically Manually

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