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Master Data in Sales and Distribution

Contents:
Customer Master Data
Material Master Data
Customer- Material Information Record
Output Master Data
Incompletion Log

Condition Master Data in Pricing

SAP AG 1999

Topic Objectives

At the conclusion of this unit, you will be able to:


Maintain customer master data
Maintain material master data
Maintain customer-material information
Issue output for sales documents
Work with the incompletion log
Explain the effects of master data on the
processes in sales and distribution

Maintain condition master data and explain


pricing functions

SAP AG 1999

Master Data: Overview Diagram

Master Data in
Sales and Distribution

Sales
SalesOrder
Order
Processing
Processing
Inventory
Inventory
Sourcing
Sourcing

Pre-Sales
Pre-Sales Activities
Activities

Invoice

Payment
Payment

Billing
Billing
SAP AG 1999

Shipping
Shipping

Unit Business Scenario

IDES AG adds new customers to its existing


customer base.
IDES offers a new material that is similar to an
existing material.
IDES requires all master records created to be able
to properly reflect this new customer, new material,
and the customer's special business requirements.
You define a price for the new material, which will
be valid for all customers.

For certain major customers, you define special


prices and discounts.

SAP AG 1999

Data Origin in Sales Documents


Control tables

Order

Customer
master data

Sold-to party 2300


Ship-to party 788

Customer master data

Material
master data

Customer-material
info

Item Material Quantity


10 1400-100

10

20 1400-200

20

30 1400-410

15

Control tables
SAP AG 1999

Output
master data

Condition
master data

Customer Master

Customer master data


General data
Relevant for sales
and distribution and
accounting

Sales area
data
Relevant for sales
and distribution

Valid for:
Sales organization
Distribution channel
Division
SAP AG 1999

Valid for all organizational


units

Company code data


Relevant for accounting
Valid for:
Company code

Data on the General Data Tab Pages

Customer master
General data
Address

Name, address, language, ...

Control Data

Tax information, ...

Payment
transactions

Bank details, ...

Marketing

Industry, cust. classification, ...

Unloading points Goods receiving hours, ...


Export data

Data for export control, ...

Contact persons Address of business partners, ...


SAP AG 1999

Data on the Sales Area Data Tab Pages

Customer master
Sales area data

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Orders

Sales office, currency,


sales district, price group, ...

Shipping

Shipping condition, delivering


plant, transportation zone, ...

Billing document

Output tax classification,


terms of payment, ...

Partner functions

Ship-to party, bill-to party,


payer, ...

Partner Functions in the Customer Master

Sold-to party*
Ship-to party*

.....

Personnel

Forwarding agent

Partner
functions

Contact persons

Payer*

Bill-to party*

* mandatory functions
SAP AG 1999

Data on the Company Code Data Tab Pages

Customer master
Company code data

SAP AG 1999

Account
management

Reconciliation account, ...

Payment
transactions

Paymt methods, paymt block, ...

Correspondence

Dunning proced., acct. clerk, ...

Insurance

Amount insured, ...

Effects of Changes in the Customer Master


Customer master (old)
Cust.

2300

Address

Mannheimer Str. 14
69115 Heidelberg

Customer master (new)

Change
customer
master

Incoterms EXW Hamburg

Cust.

2300

Address

City Ring 212


68125 Mannheim

Incoterms CIF Mannheim

Display sales order


Cust.

2300

Address

Mannheimer Str. 14
69115 Heidelberg

Incoterms EXW Hamburg


SAP AG 1999

Material Master

Material master data


Basic Data 1

Sales: Sales Org

Relevant for all areas


Valid for all
organizational units
Purchasing

Relevant for sales and


distribution
Valid for:
Sales organization
Distribution channel

Relevant for materials


management
Valid for: Plant
Other ...

Relevant for engineering,


materials planning,
accounting, ...
SAP AG 1999

Sales: General/Plant Data


Relevant for sales
and distribution
Valid for:
Delivering plant

Data on the Sales Tab Pages

Material master

Relevant for sales and distribution


Basic Data 1

Material number, material description,


base unit of measure, division, ...

Sales: Sales Org. 1

Delivering plant, material group,


tax classification, ...

Sales: Sales Org. 2

Material pricing group, volume rebate


group, product hierarchy, ...

Sales: General/Plant

Availability check, transportation


group, loading group, ...

Foreign Trade
Export

Export/import group,
region of origin, ...

Sales Text

Item text for sales

SAP AG 1999

Cross-Division Sales
Header division
Material master
Material 1400-100
Division 02
Material master

Sales order
Sales area
Sold-to party

1000 / 12 / 00
2300

Item

Material

Division

Material 1400-200

10

1400-100

02

Division 02

20

1400-200

02

Material master

30

M-12

07

Material M-12

Division 07

SAP AG 1999

Item divisions

Division-Specific Sales
Header division
Material master
Material 1400-100
Division 02
Material master

Sales order
Sales area
Sold-to party

Item

Material

1000 / 12 / 02
2300

Division

Material 1400-200

10

1400-100

02

Division 02

20

1400-200

02

Material master
Material M-12

Division 07

SAP AG 1999

Item divisions

Customer - Material Information Record

Customer master

Material master

Customer-Material Information

Customer
Sales organization
Distribution channel

2300
1000
12

Material Description

Customer-specific data:
Customer-material description

1400-100 Headlight Deluxe


1400-200 Rear Light

S3000H front light


R1700 rear light

SAP AG 1999

+ additional data

Order Entry using the Customer-Material


Information
Purchase order
Motomarkt Heidelberg
Cust. no.:
2300
PO no.:
12970-B
Item
1
2

Material
S3000
R1700

Order
entry

Qty
10
10

Sales order
Sold-to party 2300
Customer-Material Info
Cust.
Material
1400-100

2300
Cust.mat.
S3000

1400-200

R1700

SAP AG 1999

Ordering party tab page


PO item Cust.mat.no.

Description

S3000

Front light

R1700

Rear light

Output
Output
master data
Output type:
Partner function
Transmission
medium
Time
Language

Sales order
Output
determination

Output type:
Order confirmation
Transm. medium: Print output
Partner function: AG 2300
Time:
immediately when saving
Language:
DE
Print
Order confirmation 6177
Motomarkt Heidelberg
Customer number 2300

We will deliver:
Item
Material Quantity Value
1
S3000
10
650
2
R1700
10
300
Total
950
SAP AG 1999

Incompletion Log

Sales order
Sold-to party 2300
Purchase order no.

Incompletion log

Terms of payment
Item Material
10
20

1400-100
1400-200

Qty

Weight

10
10

_
12 KG

Item

Missing data
PO number
Terms of payment
Weight

W: Please enter purchase order


number

Call:

a) automatically when saving


b) via menu bar
SAP AG 1999

Condition Master

Condition master data


Prices
Material price
Price list
Customer-specific
Other

Freights
Freight Incoterms 1 + 2
Other

Surcharges / Discounts
for customer
for material
for pricing group
for mat. pricing group
for customer/material
for cust./mat. pricing group
for pricing group/
mat. pricing group
Other
Taxes

Value-added tax
Other

SAP AG 1999

Condition Master Records in Pricing

Condition master record


Condition type

KA00 Sales promotion

Sales organization

1000

Distribution channel

12

Customer

2300

Material

1400-100

Validity
01.03. - 01.04.

from 1000 UNI


from 2000 UNI
from 3000 UNI

SAP AG 1999

1- %
2- %
3- %

Validity
02.04. - 01.06.
from 1000 UNI
from 2000 UNI
from 3000 UNI

1- %
2- %
3- %

Pricing in Sales Orders

Sales order Item


Conditions Tab page
Material
Quantity

Condition
master data

Prices
Surcharges
Discounts
Freight
Taxes

SAP AG 1999

Automatic
pricing

1400-100
20 pieces

Gross

1300

Discount

130-

Freight

30

Net

1200

Output tax

120

Total

1320

Common Master Data - Distribution Channels


Customer / material or
condition master data for
representative distribution channel
Customer master
data

valid for:
Material master
data
SOrg. 1000

valid for:

SOrg. 1000

DCh. 12
SAP AG 1999

Customer master
data
Material master
data
SOrg. 1000

DCh. 12

Condition master
data

Customer / material or
condition master data without
own distribution channel

DCh. 14

valid for:

Condition master
data
SOrg. 1000
DCh. 14

Common Master Data - Divisions


Customer or condition master
data for representative division

Customer or condition master


data without representative
division

Customer master
data
SOrg. 1000

valid for:

SOrg. 1000

Division 00

Division 01

Condition master
data

Condition master
data

SOrg. 1000
Division 00

Customer master
data

SAP AG 1999

valid for:

SOrg. 1000
Division 02

Master Data: Unit Summary

You are now able to:


Maintain customer master data
Maintain material master data
Maintain customer-material information
Issue output for sales documents
Work with the incompletion log
Explain the effects of master data on the
processes in sales and distribution

Maintain condition master data and explain pricing


functions

SAP AG 1999

Exercises
Unit: Master Data in Sales and Distribution
-Customer master
-Output
At the conclusion of these exercises, you will be able to:
1.Maintain a customer master record
2.Understand the effect of customer master data on document processing
in sales and distribution
3.Issue output for sales and distribution documents on the screen
A new customer wants to place an order. The customer intends to place
orders with you more often in the future. Therefore, you create a master
record for the customer. The customer informs you that they would like
to have the goods delivered to various addresses. At a later point, the
customer informs you of a change of address. You therefore change the
customer master. After processing the order for the new customer, you
want to have a look at the layout of the order confirmation before
printing it out and sending it to the customer.