WORKSHOP

Phase III – Fulfillment

SAP ERP now S/4HANA Configuration Phase III –

Fulfillment
This handbook comprises all tasks that need to be executed in the SAP system in order for Global Bike to configure the Sales and
Distribution module in general and the fulfillment process in particular.

Product MOTIVATION PREREQUISITES

SAP ERP GBI You will configure the You should be familiar with
Release S/4HANA enterprise structure and navigation in the SAP system.
business processes for
Revised Fulfillment.
ACKNOWLEDGEMENT
2020
After setting up the This material was prepared
organization units and with the assistance of student
Focus
process parameters, you interns at the Seidman ERP
Fulfillment will create necessary program at Grand Valley
master data and test the State University and the SAP
Authors business process. Club at CSU Chico as well as
Simha R. Magal student and research
Stefan Weidner assistants at SAP UCC
Tom Wilder Magdeburg.

Version
3.3
 Overview and Table of Contents

Learning Objective Understand and configure Sales and Distribution. Time 60 min

Phase Scenario After Financial Accounting and Procurement have been

configured in S/4HANA in phases I and II, implement and test enterprise structures
and the Fulfillment process within the Sales and Distribution module.

Name (Position) Bianca Cavarini (Chief Information Officer)

Mona Falco (System Design and Development Manager)
Sarah Garcia (Business Analyst 2)
[external] (Senior SAP Logistics consultant)
[external] (Junior SAP SD consultant)

Scenario setting
After Bianca Cavadini’s team has analyzed Global Bike’s accounting and
procurement processes and successfully implemented them in S/4HANA,
now the sales department is in the spotlight. Two consultants from an
external firm are contributing their functional and technical experience in the
Sales and Distribution module of the S/4HANA system. Again, three data
types need to be implemented in the system: organizational data (enterprise
structure and process configuration), master data and transactional data.
Project structure
The graphic and table of content below display the four parts of this phase.

Enterprise Rules and Master Process

Structure Parameters Data Execution

Table of Contents
General Notes and Cautions
Part II.1 – Enterprise Structure
Part II.2 – Rules and Parameters
Part II.3 – Master Data
Part II.4 – Process Execution
 Phase III.1 – Enterprise Structure

Task Configure Global Bike’s enterprise structure for Fulfillment. Time 60 min

Short Description Based on Sarah Garcia’s results (organizational charts Logistics,

S/4HANA) review Global Bike’s organizational structure, study the mapping of S/4HANA
organizational units and configure them in the system.
Name (Position) Mona Falco (System Design and Development
Manager)
Sarah Garcia (Business Analyst 2)

In the preparation phase, Sarah Garcia sketched the organizational

charts for Sales and Distribution. Then, she mapped the Global Bike
units to ERP terminology and defined a unique number for each
object. The below graphic illustrates these configuration objects and
their relationship to each other.

Organization chart / S/4HANA Global Bike Logistics Project structure /

Sales and Distribution

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 Part III.1 – Enterprise Structure

Enterprise Rules and Process

Master Data
Structure Parameters Execution

Table of Contents
1: Define Sales Organization.......................................................................................................3
2: Define Shipping Point.............................................................................................................. 9
3: Assign Sales Organization to Comp. Code............................................................................15
4: Assign Distribution Channel to Sales Org..............................................................................17
5: Assign Division to Sales Organization...................................................................................19
6: Set Up Sales Area................................................................................................................. 21
7: Assign SO – Distribution Channel – Plant..............................................................................23
8: Assign Sales Area to Credit Control Area..............................................................................25
9: Assign Business Area to Plant and Div..................................................................................27
10: Assign Shipping Point to Plant.............................................................................................29
11: Assign Credit Control Area and Credit Segment..................................................................33

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 1: Define Sales Organization
Description: In this task, you create the highest summation level for the sales function. There are two
sales organizations within Global Bicycle Incorporated. A sales organization is an organizational unit
responsible for the sale of certain products or services. The responsibility of a sales organization may
include legal liability for products and customer claims.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Definition ► Sales and
Distribution ► Define, copy, delete, check sales organization

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 In the “Select Activity” pop-up, double-click on Define Sales Organization.

Tasks and Data Entry:

In the “Change View “Sales organizations”: Overview” screen, click on the icon.

In the “New Entries: Details of Added Entries” screen, enter the following information:

Attribute Description Data Value

Sales Organization Unit responsible for the sales of certain products. E###
Name Name ### US East
Statistics currency Currency that the system automatically proposes for United States Dollar
statistics that you generate for a particular organization. (USD)
Address text name Text name for form text module short address. ARDS_SENDER
Letter header text Text name for form text module letter header. ARDS_HEADER
Footer lines text Text name for formula text module footer lines. ARDS_FOOTER
Greeting text name Text name for form text module: Greeting ARDS_SIGNATURE
Sales Org.calendar Sales organization calendar. USA (US)
Rebate proc.active Controls whether rebate processing is active. Selected

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 Then click on or , you receive the following warning, and in the “Information” pop-up,
click on the (Continue) icon.

In the “Edit address: E###” pop-up, click on the icon.

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 Then, in the “Cancel Address Editing” pop-up, click on the icon.

In the “New Entries: Details of Added Entries” screen, enter the following information:

Attribute Description Data Value

Sales Organization Unit responsible for the sales of certain products. W###
Name Name ### US West
Statistics currency Currency that the system automatically proposes for United States Dollar
statistics that you generate for a particular organization. (USD)
Address text name Text name for form text module short address. ARDS_SENDER
Letter header text Text name for form text module letter header. ARDS_HEADER
Footer lines text Text name for formula text module footer lines. ARDS_FOOTER
Greeting text name Text name for form text module: Greeting ARDS_SIGNATURE
Sales org.calendar Sales organization calendar. USA (US)
Rebate proc.active Controls whether rebate processing is active. Selected

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 Then, click on or press . you receive the following warning, and in the “Information” pop-up,
click on the (Continue) icon.

In the “Edit address: W###” pop-up, click on the icon.

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 Then, in the “Cancel Address Editing” pop-up, click on the icon. You will receive a

message that says, “Data was saved”. .

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 2: Define Shipping Point
Description: In this task, you create three shipping points. Shipping points are independent
organizational entities within which processing and monitoring of the deliveries as well as goods issue
is carried out. A delivery is processed by one shipping point only.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Definition ► Logistics

Execution ► Define, copy, delete, check shipping point

In the “Select Activity” pop-up, double-click on “Define shipping point.”

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 Tasks and Data Entry:

In the “Change View “Shipping Points”: Overview” screen, click on the icon.

In the “New Entries: Details of Added Entries” screen, enter the following information:

Attribute Description Data Value

Shipping Point Location from which you ship the item. D###
Description Description of the preference zone. ### Dallas
Factory Calendar Identifies the factory calendar that is valid. USA (US)
Determine Load. Time Indicates whether the system automatically Default from shipping point
determines a loading time (how long it takes to (C)
load the goods) when you process deliveries.
Det.Pick/Pack Time Indicates whether the system automatically Default from shipping point
determines a time estimate for picking and (C)
packing when you process deliveries.

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 Then click on or , and in the “Edit address: D###” pop-up, click on the icon.

Then, in the “Cancel Address Editing” pop-up, click on the icon. Then in the “New
Entries: Details of Added Entries” screen, enter the following information:

Attribute Description Data Value

Shipping Point Location from which you ship the item. M###
Description Description of the preference zone. ### Miami
Factory Calendar Identifies the factory calendar that is valid. USA (US)
Determine Load. Time Indicates whether the system automatically Default from shipping point
determines a loading time (how long it takes to (C)
load the goods) when you process deliveries.
Det.Pick/Pack Time Indicates whether the system automatically Default from shipping point
determines a time estimate for picking and (C)
packing when you process deliveries.

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 Then click on or , and in the “Edit address: M###” pop-up, click on the icon.

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 Then, in the “Cancel Address Editing” pop-up, click on the icon. Then in the “New
Entries: Details of Added Entries” screen, enter the following information:

Attribute Description Data Value

Shipping Point Location from which you ship the item. S###
Description Description of the preference zone. ### San Diego
Factory Calendar Identifies the factory calendar that is valid. USA (US)
Determine Load. Time Indicates whether the system automatically Default from shipping point
determines a loading time (how long it takes to (C)
load the goods) when you process deliveries.
Det.Pick/Pack Time Indicates whether the system automatically Default from shipping point
determines a time estimate for picking and (C)
packing when you process deliveries.

Then, click on or press , and in the “Edit address: S###” pop-up, click on the icon.

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 Then, in the “Cancel Address Editing” pop-up, click on the icon. You will receive a

message that says, “Data was saved”. .

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 3: Assign Sales Organization to Comp. Code
Description: In this task, you assign your sales organization to your company code. Sales transactions
will eventually lead to financial transactions. Therefore, it is important to provide the link between the
sales and financial accounting enterprise structure by linking a sales organization to a company code.
Each sales organization is assigned to only one company code.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales

and Distribution ► Assign sales organization to company code

Tasks and Data Entry:

You are in the “Change View “Assignment Sales Organization – Company Code”: Overview” screen.

Enter the following information:

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 SOrg. Name CoCd
Your US East(E###) ### US East Your Global Bike Inc. (C###)
Your US West(W###) ### US West Your Global Bike Inc. (C###)

Then, click on or press and you will receive a message that says, “Data was saved”.

IMPORTANT NOTE: If other students have not yet assigned their sales organizations to their
company codes, you may get a message “Fill in all required entry fields” with the empty company
code fields highlighted. If you receive this message, fill in the appropriate company code for your
fellow students and let them know of the task.

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 4: Assign Distribution Channel to Sales Org.
Description: In this task, you assign distribution channels to your sales organizations. A distribution
channel is the channel through which saleable materials or services reach the customer. As many
distribution channels as desired can belong to a sales organization. In addition, a distribution channel
can be valid for several sales organizations. The sales organization is an organizational unit within
logistics which structures the company according to its sales requirements. A sales organization is
responsible for selling materials and services.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales

and Distribution ► Assign distribution channel to sales organization

Tasks and Data Entry:

In the “Change View “Assignment Sales Organization”: Overview” screen, click on the icon.

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 In the “New Entries: Overview of Added Entries” screen, enter the following information:

SOrg. DChl
Your US East(E###) Wholesale (WH)
Your US West(W###) Wholesale (WH)
Your US West(W###) Internet (IN)

Then, click on or press and you will receive a message that says, “Data was saved”.

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 5: Assign Division to Sales Organization
Description: In this task, you assign your division to your sales organizations. A division is an
organizational unit in logistics in the SAP ERP System. You can use divisions to organize materials or
services, for example to form product groups or lines. The division establishes responsibility for profits
from materials and services. A sales organization can sell materials from different divisions.
Assignment of divisions and sales organizations takes place in customizing. Divisions can be used to
form sales areas to refine the external organizational sales structure.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales

and Distribution ► Assign division to sales organization

Tasks and Data Entry:

In the “Change View “Assignment Sales Organization – Division”” screen, click on the icon.

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 In the “New Entries: Overview of Added Entries” screen, enter the following information:
SOrg. Dv
Your US East(E###) Accessories (AS)
Your US East(E###) Bicycles (BI)
Your US West(W###) Accessories (AS)
Your US West(W###) Bicycles (BI)

Then, click on or press and you will receive a message that says, “Data was saved”.

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 6: Set Up Sales Area
Description: In this task, you set up necessary sales areas for your company. A sales area is the bare
minimum structure required to process a sales transaction in the sales and distribution module. You
cannot create a sales document or enter a customer master record in sales and distribution without a
sales area. A sales area is a combination of a sales organization, distribution channel, and division.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales

and Distribution ► Set up sales area

Tasks and Data Entry:

You are in the “Change View “Assignment Sales Organization”: Overview” screen, click on
icon.

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 In the “New Entries: Overview of Added Entries” screen, enter the following information:
SOrg. DChl Dv
Your US East(E###) Wholesale (WH) Accessories (AS)
Your US East(E###) Wholesale (WH) Bicycles (BI)
Your US West(W###) Internet (IN) Accessories (AS)
Your US West (W###) Internet (IN) Bicycles (BI)
Your US West (W###) Wholesale (WH) Accessories (AS)
Your US West (W###) Wholesale (WH) Bicycles (BI)

Then, click on or press and you will receive a message that says, “Data was saved”.

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 7: Assign SO – Distribution Channel – Plant
Description: In this task, you assign your sales organization to distribution channels and plants.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales

and Distribution ► Assign sales organization – distribution channel – plant

Tasks and Data Entry:

In the “Change View “Assignment Sales Organization/Distribution Channel – Plant”: Overview” screen,
click on icon.

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 In the “New Entries: Overview of Added Entries” screen, enter the following information:
SOrg. DChCust/Mt Plnt
Your US East(E###) Wholesale (WH) Your DC Miami (M###)
Your US East(E###) Wholesale (WH) Your Plant Dallas (D###)
Your US West(W###) Internet (IN) Your Plant Dallas (D###)
Your US West(W###) Wholesale (WH) Your Plant Dallas (D###)
Your US West(W###) Internet (IN) Your DC San Diego(S###)
Your US West(W###) Wholesale (WH) Your DC San Diego (S###)

Then, click on or press and you will receive a message that says, “Data was saved”.

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 8: Assign Sales Area to Credit Control Area
Description: In this task, you assign the credit control area that was defined in Phase 1 to your sales
organization. The credit control area is an organizational unit that represents the area where customer
credit is awarded and monitored. This organizational unit can either be a single or several company
codes, if credit control is performed across several company codes. One credit control area contains
credit control information for each customer.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Financial Supply Chain Management ► Credit
Management ► Integration with Accounts Receivable Accounting and Sales and Distribution ►
Integration with Sales and Distribution ► Assign sales area to a Credit Control Area

Tasks and Data Entry:

You are in the “Change View “Sales Area: Allocation to Credit Control Area”: Overview” screen.
Enter the following information:

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 SOrg. DChl Dv CCAr
Your US East(E###) Wholesale (WH) Accessories (AS) Your Global Bike Inc. (G###)
Your US East(E###) Wholesale (WH) Bicycles (BI) Your Global Bike Inc. (G###)
Your US West(W###) Internet (IN) Accessories (AS) Your Global Bike Inc. (G###)
Your US West(W###) Wholesale (WH) Bicycles (BI) Your Global Bike Inc. (G###)
Your US West(W###) Internet (IN) Bicycles (BI) Your Global Bike Inc. (G###)
Your US West(W###) Wholesale (WH) Accessories (AS) Your Global Bike Inc. (G###)

Then, click on or press and you will receive a message that says, “Data was saved”.

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 9: Assign Business Area to Plant and Div.
Description: In this task, you create a combination of the business area, plant, and division for
automatic business area account assignment. The SAP system uses the plant and the division to find
relevant business area for account assignment for revenue postings.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Sales

and Distribution ► Business Area Account Assignment ► Assign Business Area to Plant and Division

Tasks and Data Entry:

You are in the “Change View “Org. Unit: Business Area Determination”: Overview” screen, click on
icon.

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 In the “New Entries: Overview of Added Entries” screen, enter the following information:
Plnt Dv BusA
Your Plant Dallas (D###) Accessories (AS) Your Bikes (B###)
Your Plant Dallas (D###) Bicycles (BI) Your Bikes (B###)
Your DC Miami (M###) Accessories (AS) Your Bikes (B###)
Your DC Miami (M###) Bicycles (BI) Your Bikes (B###)
Your DC San Diego (S###) Accessories (AS) Your Bikes (B###)
Your DC San Diego (S###) Bicycles (BI) Your Bikes (B###)

Then, click on or press and you will receive a message that says, “Data was saved”.

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 10: Assign Shipping Point to Plant
Description: In this task, you assign your shipping points to corresponding plants. Shipping
transactions can only take place at a location where materials are stored. Therefore, it is important to
define from which shipping points are assigned to specific plants.

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Enterprise Structure ► Assignment ► Logistics

Execution ► Assign shipping point to plant

Tasks and Data Entry:

In the “Shipping Points -> Plants: Overview” screen, click on D###.

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 Then click on icon, and in the “Shipping Points -> Plants: Choose Shipping Point” pop-up, enter
the following information:

Selected Your Plant Dallas (D###) ### Dallas

And click on or COPY.

In the “Shipping Points -> Plants: Overview” screen, click on M###.

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 Then click on icon, and in the “Shipping Points -> Plants: Choose Shipping Point” pop-up, enter
the following information:

Selected Your DC Miami(M###) ### Miami

And click on or COPY.

In the “Shipping Points -> Plants: Overview” screen, click on S###.

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 Then click on icon, and in the “Shipping Points -> Plants: Choose Shipping Point” pop-up, enter
the following information:

Selected Your DC San Diego(S###) ### San Diego

And click on or COPY.

Then, click on or press and you will receive a message that says, “Data was saved”.

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 11: Assign Credit Control Area and Credit
Segment
Description: In this task, you assign your credit control area to main credit segment. Shipping
transactions can only take place at a location where materials are stored. It is necessary to have defined
the scope of the credit that would be offered to customers

Warning: See “General Notes and Cautions” about table locks.

Navigation: SAP Customizing Implementation Guide ► Financial Supply Chain Management ►

Assignment ► Credit Management ► Integration with Account Receivable and Sales and Distribution ►
Integration with Sales and Distribution ► Assign Credit Control Area and Credit Segment

Tasks and Data Entry:

In the “Change View Credit Control Area and Segment: Overview” screen, select your Credit Control
Area (G###) and enter the following information:

Cr.Segment

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 Main Credit Segment (0000)

Then, click on or press and you will receive a message that says, “Data was saved”.

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