Unlock document.
This document is partially blurred.
Unlock all pages and 1 million more documents.
Get Access
© SAP SE
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.
© SAP SE Page 2
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 3
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 4
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
© SAP SE Page 5
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
© SAP SE Page 6
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
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
