Management Science CASE

CASE STUDY

Product

SAP ERP 6.08

Global Bike

Level

Beginner

Focus

Sales and Distribution

Authors

Bret Wagner

Stefan Weidner

Version

3.0

Last Update

July 2016

MOTIVATION

The data entry requirements in the

sales & distribution exercises (SD

1 through SD 5) were minimized

because much of the data was

stored in the SAP system. This

stored data, known as master data,

simplifies the processing of

business transactions.

In the sales order process, we

used master data for customers,

materials (the products we sold)

and pricing to simplify the sales

order process.

In this case study, we will create

the master data for a new

customer.

PREREQUISITES

Before you use this case study, you

should be familiar with navigation in

the SAP system.

In order to successfully work through

this case study, it is not necessary to

have finished the SD exercises (SD 1

through SD 5). However, it is

recommended.

NOTES

This case study uses the Global Bike

(GBI) data set, which has exclusively

been created for SAP UA global

curricula.

Sales and Distribution (SD)

Case Study

This case study explains an integrated sales and distribution process in

detail and thus fosters a thorough understanding of each process step and

underlying SAP functionality.

CASE STUDY

Process Overview

Learning Objective Understand and perform an integrated order-to-cash

cycle.

Scenario In order to process a complete order-to-cash process you will take

on different roles within the GBI company, e.g. sales agent, warehouse

worker, accounting clerk. Overall, you will be working in the Sales and

Distribution (SD), the Materials Management (MM) and the Financial

Accounting (FI) departments.

Employees involved David Lopez (East Rep. Miami)

Maria Diaz (Sales Person 1)

Matthias Dosch (Sales Person 2)

Sandeep Das (Warehouse Supervisor)

Sergey Petrov (Warehouse Employee)

Stephanie Bernard (Billing Clerk)

Jamie Shamblin (Cost Accountant)

Time 120 min

You start the sales order process by creating a new customer (The Bike Zone) in Orlando. Then,

you receive an inquiry which you will process into a quotation. Once the quotation is accepted by

the customer you create a sales order referencing the quotation. As you will have enough bikes in

stock, you deliver the products sold to your customer, create an invoice and receive the payment.

The graphic below displays the complete process (17 tasks).

CASE STUDY

Table of Contents

Process Overview …………………………………………………………………………………………………… 2

Step 1: Create New Customer ………………………………………………………………………………….. 4

Step 2: Create Contact Person for Customer ………………………………………………………………. 8

Step 3: Change Customer ………………………………………………………………………………………. 10

Step 4: Create Customer Inquiry …………………………………………………………………………….. 12

Step 5: Create Customer Quotation …………………………………………………………………………. 16

Step 6: Create Sales Order Referencing a Quotation …………………………………………………. 22

Step 7: Check Stock Status…………………………………………………………………………………….. 24

Step 8: Display Sales Order …………………………………………………………………………………… 27

Step 9: Start Delivery Process ………………………………………………………………………………… 30

Step 10: Check Stock Status ………………………………………………………………………………….. 32

Step 11: Pick Materials on Delivery Note ………………………………………………………………… 34

Step 12: Post Goods Issue ……………………………………………………………………………………… 35

Step 13: Check Stock Status ………………………………………………………………………………….. 36

Step 14: Create Invoice for Customer ……………………………………………………………………… 38

Step 15: Display Billing Document and Customer Invoice ………………………………………… 41

Step 16: Post Receipt of Customer Payment …………………………………………………………….. 44

Step 17: Review Document Flow……………………………………………………………………………. 47

SD Challenge……………………………………………………………………………………………………….. 49

CASE STUDY

Step 1: Create New Customer

Task Create a new customer.

Short Description Use the SAP Easy Access Menu to create a new

customer.

Name (Position) David Lopez (East Rep. Miami)

Time 10 min

In this case study, we will create the master data for a new customer. Two

types of customer data are stored about a customer – sales data and

accounting data. The customer master data is created in three groups, or

views – general, accounting, and sales. Customers can be created centrally,

meaning that all views are generated concurrently, or responsibility can be

distributed so that different personnel in the accounting and sales areas are

responsible for creating and maintaining the data in their respective views.

For this exercise, central creation will be used to enter all of the needed data

to define a new customer.

To create a new customer, follow the menu path:

Logistics ► Sales and Distribution ► Master Data ► Business

Partner ► Customer ► Create ► Complete

This will produce the following screen.

Menu path

CASE STUDY

Select Sold-to Party for the Account group. Enter US00 for Company code,

UE00 for Sales Organization, WH for Distribution Channel, and BI for

Division. After clicking on , the following screen will appear.

US00

UE00

WH

BI

Select Company as Title, enter The Bike Zone for Name and ### for

Search term 1. Remember to replace ### with your three-digit number, e.g.

003 if your number is 003. Then, enter 2144 N Orange Ave for Street,

32804 for Postal Code, Orlando for City, US for Country, and FL for

Region. Then click on the expand icon to access additional street address

fields.

Company

The Bike Zone

###

2144 N Orange Ave

Orlando, FL 32804

US

Scroll down and click on the search icon next to the Transportation Zone

field or click into the field Transportation Zone and press the F4 key. This

will produce the following pop-up window.

Double-click on Region East to select it. Clicking on Company Code Data

will produce the following screen.

Region East

CASE STUDY

Enter 110000 for Recon. account (reconciliation account) and 001 for Sort

key. Then click on the Payment Transactions tab.

110000

001

After entering 0001 for Terms of payment and clicking on the Sales Area

Data button, the following screen will appear.

0001

Make sure USD is entered for Currency and 1 is entered for Cust.pric.proc.

Enter 1 for Cust.Stats.Grp, then click on the Shipping tab. Fill in the

following data.

USD

1

CASE STUDY

As shown above, enter 02 (normal) for Delivery Priority, 01 (standard) for

Shipping Conditions, MI00 for Delivering Plant, and 3 for Max. partial

deliveries. Then click on the Billing Documents tab.

02

01

MI00

3

Enter FOB and Miami for Incoterms, 0001 for Terms of payment, 01 for

FOB Miami

0001

Click on the cancel icon to return to the SAP Easy Access screen.