Type
Essay
Pages
2 pages
Word Count
5585 words
School
N/A
Course Code
N/A

management science

August 8, 2018
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.
© SAP SE
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).
© SAP SE Page 2
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
© SAP SE Page 3
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
Select Sold-to Party for the Account group. Enter US00 for Company
code, UE00 for Sales Organization, WH for Distribution Channel, and BI
US00
UE00
© SAP SE Page 4
CASE STUDY
© SAP SE Page 5
CASE STUDY
Step 2: Create Contact Person for Customer
Task Create a contact person for a customer.
Short Description Use the SAP Easy Access Menu to create a contact
person.
Name (Position) Maria Diaz (Sales Person 1)
Time 5 min
Now that we have created the master data for our new customer, The Bike
Zone, we can create the master data for a contact person. A contact person
is an employee/representative of the new customer’s company. The contact
person defines a specific person to communicate with when dealing with
The Bike Zone.
To create a contact person, follow the menu path:
Logistics Sales and Distribution Master Data Business
Partner Contact Person Create
This will produce the following screen.
Menu path
If your customer number is not entered by default, then search for your new
customer using the F4 help with search term ###.
When your customer number is entered, click on which will produce the
following screen.
###
© SAP SE Page 6
CASE STUDY
Enter 1 for VIP (management), 0002 for Department (Purchasing), 02 for
Function (head of purchasing), and 0002 for call frequency (weekly). Enter
whatever name you wish, and fill in any other data you like, then click on
.
1
0002
02
0002
Your contact person will be given a unique number. Contact person number
Click on the exit icon to return to the SAP Easy Access screen.
© SAP SE Page 7
CASE STUDY
Step 3: Change Customer
Task Change a customer.
Short Description Use the SAP Easy Access Menu to change a customer.
Name (Position) Maria Diaz (Sales Person 1)
Time 5 min
The contact person created for The Bike Zone needs to be assigned as a
business partner within the customer master.
To change a customer master record, follow the menu path:
Logistics Sales and Distribution Master Data Business
Menu path

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