Al culminar la presente práctica, el alumno estará capacitado para:

• Conocer el Software ERP - SAP.

• Conocer el proceso estándar de ventas y distribución a través de un caso de estudio

• PC
• Guía de Prácticas

• Una sesión (2 horas)

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 Sales and Distribution (SD)
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.

Product MOTIVATION PREREQUISITES

S/4HANA 2020 The data entry of the exercises for Before you use this case study, you
Global Bike sales was reduced because much should be familiar with navigation in
of the data already existed in the the SAP system.
Fiori 3.0 SAP system. The stored data,
known as master data, simplifies In order to successfully work through
Level the handling of business this case study, it is not necessary to
processes. have finished the SD exercises.
Beginner
However, it is recommended.
In the sales order process, you
Focus used master data that already NOTES
Sales and Distribution existed in the system, such as
This case study uses the model
customers, material (products that
company Global Bike.
Authors Global Bike sells) and conditions,
Bret Wagner to shorten the sales process.
Stefan Weidner
In this case study you will create
your own master data, e.g. a new
Version customer.
4.1

Last Update
June 2022

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 1. Process Overview

Learning Objective Understand and perform an integrated order-to-cash cycle. Time 120 min
Scenario In order to process a complete order-to-cash process you will take on
different roles within the Global Bike 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 (Sales Representative US East)
Maria Diaz (Sales Person 1 US East)
Matthias Dosch (Sales Person 2 US East)
Sandeep Das (Warehouse Supervisor)
Sergey Petrov (Warehouse Employee)
Stephanie Bernard (AR Accountant)

You start the sales order process by creating a new business partner (BP) – called the The Bike Zone
– in Orlando with the role “Customer”. 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.

SD
MM
FI

SD
MM
FI

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 Table of Contents
Process Overview .................................................................................................................. 3
Step 1: Create New Customer ............................................................................................... 5
Step 2: Create Contact Person for Customer ...................................................................... 12
Step 3: Create BP Relationship ........................................................................................... 13
Step 4: Create customer request ......................................................................................... 16
Step 5: Create Customer Quotation..................................................................................... 20
Step 6: Create Sales Order Referencing a Quotation .......................................................... 24
Step 7: Check Stock Status ................................................................................................. 26
Step 8: Track Sales Order ................................................................................................... 28
Step 9: Start Delivery Process ............................................................................................. 32
Step 10: Track Sales Order ................................................................................................. 34
Step 11: Pick Materials and Post Goods Issue .................................................................... 36
Step 12: Check Stock Status ............................................................................................... 39
Step 13: Create billing document for Customer .................................................................. 41
Step 14: Display Billing Document and Post Customer Invoice ........................................ 43
Step 15: Post Receipt of Customer Payment ...................................................................... 44
Step 16: Review Document Flow ....................................................................................... 47
SD Challenge ...................................................................................................................... 51

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 2. Step 1: Create New Customer

Task Create a new customer. Time 15 min

Short Description Use the SAP Fiori Launchpad to create a new customer.
Name (Position) David Lopez (Sales Representative US East)

In this case study, we will create the master data for a new customer. Two types
Scenario
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 task, central creation will be used to enter all of the needed data to define
a new customer.

In the space Sales and Distribution in the section Sales Representative use the app
Manage Business
Manage Business Partner Master Data to create a new customer. Partner Master Data

On the Manage Business Partner screen, select the button . A submenu will
open. Click Organization here.
Organization

Note The business partner is created superordinate and assigned roles (for
example customer, vendor). The different roles are created at specific
organizational levels (company code, sales area). Business partners can be
categorized as a person, group, or organization, as follows:
• An organisation represents entities such as a company (e.g. a legal entity),
parts of a legal entity (e.g. a department) or an association. "Organisation" is
a generic term to represent any situation that may occur in daily business
activities.

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• A group represents a shared living arrangement, a married couple, or an
executive board.
On the Create Organization screen, in the field BP Role click the input help icon
. In the pop-up that opens, search for Customer and then select the entry Customer
FLCU00 | FI Customer.
FLCU00 | FI Customer

Back on the Create Organization screen, please add the following information. As
Organization Title choose Company, and as Name 1 enter The Bike Zone ###. Company
Remember to replace your three-digit number for ###, e.g. if your number is 003, The Bike Zone ###
please enter 003. Further, as Street enter 2144 N Orange Ave, and as City enter 2144 N Orange Ave
Orlando (with the Postal Code 32804). In the field Country, please enter US, and Orlando
32804
choose FL as Region. Finally, for Language select English. Confirm your entries US
with . FL
EN

A new overview is generated. Make sure that you have selected the Basic Data tab.
Basic Data
In the General Information area, in the field Search Term 1 add your three-digit
number ###.
###

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 Then, select the Roles tab. Auto-scroll will take you to the correct position. You
Roles
will see a line with the details of the business partner role as well as the validity
dates. At the end of the line, click to maintain further details.

A new screen is loading. Select the Company Codes tab. Currently, there is no
Company Codes
record maintained for the company codes, so please select .

In the Company Code field, click the input help icon . The following pop-up
window opens.

Click on US00 (Global Bike Inc.). In the Finance area, as the Reconciliation US00
1200000
Account enter 1200000 (Trade Receivables) and as the Sort Key choose 001 001
(Posting Date). In the field Payment Term, please add 0001 (Payable 0001
immediately Due net).

Select to save the draft. You can save the customer role by clicking
once again afterwards.

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Select the Address → Address Details tab. You will see one line with the country
Address
details as well as the validity dates. Click to maintain more details. Address Details

In the Address area, you can use the button to display all the fields.
Please find the Transportation Zone field and click the input help icon . The Transportation Zone
following pop-up window will open.

Click on Region East to select it. Finally, use the button again to save your Region East
draft.
Note In the general role of the business partner, the name and address of the
business partner are documented. The general role data is relevant for sales and
for accounting. To avoid data redundancy, they are stored on a client-specific
basis. They apply to all organizational units of a client.
To be able to add sales area data for the customer you have just created, you have
Roles
to assign a new business partner role. For this purpose, select the Roles tab. There,
choose again to create a new row for another Business Partner Role.

In the empty Business Partner Role field, click on the value help icon . In the
pop-up, search for Customer and then select the entry FLCU01 - Customer. Customer
FLCU01 | Customer

At the end of the new line, you can click on to maintain more details. Switch
to the tab Sales Areas to maintain the sales area data of your customer. Since no Sales Areas
data record currently exists, select the button accordingly.

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In the field Sales organisation click on the value help symbol . In the pop-up
window that opens, enter UE00 as the sales organisation, WH (Wholesale) as the UE00
WH
distribution channel and BI (Bicycles) as the division. Then press . BI

Click on US East to accept the entry. The fields will be filled accordingly in the
US East
General Data.
Then select the Sales Area Details tab. In the Sales Orders section, enter US0001
Sales Area Details
as the Sales District and ensure that USD is entered as the currency.
US0001
USD

In the Billing section, enter FOB (Free on Board) as the Incoterms and Miami as the
FOB
Incoterms Place 1. Also add 0001 (Payable immediately Due net) as terms of Miami
payment. 0001
Incoterms (abbreviation for International Commercial Terms) are internationally
Incoterms
recognised terms of delivery published by the International Chamber of Commerce
(ICC) for international trade law.

In the Shipping area, select Normal item from the drop-down list as the Delivery
Priority and Standard as the Shipping Conditions. Add MI00 (Miami) as the delivery
plant. Normal items
Standard
MI00

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In the Accounting area, select Domestic Revenue as the account assignment group
Domestic Revenue
from the drop-down list. In the following area Partial Deliveries use the dropdown
list in the field Partial delivery per item and thus select Partial delivery allowed.
In the last area of this input screen, Price Group, use the drop-down list to select Partial delivery allowed
Bulk Buyer as the Price Group and enter 1 (standard) as the Customer Pricing
Strategy. Compare your entries with the following screenshots and confirm your Bulk Buyer
entries with Enter. 1

Then select the Taxes tab. Enter the tax classification 0 (no tax) for all three tax
Taxes
categories. 0

Select the button to save your adjustments as a draft. Then press to

finish editing the client role. To finally save the business partner, press the buitton
.
The SAP system creates the master data record for the new BP and assigns a unique
business partner number. Make a note of the BP number, which you will find in the
header.

Business Partner
Number (Customer)

___________________

Click on to return to the SAP Fiori Launchpad.

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INGENIERÍA INDUSTRIAL 11
 3. Step 2: Create Contact Person for Customer

Task Create a contact person for a customer. Time 5 min

Short Description Use the SAP Fiori Launchpad to create a contact person.
Name (Position) Maria Diaz (Sales Person 1 US East)

As you have created the master data for your new client (The Bike Zone), you can
Scenario
create the master data for a contact person. This contact person is an employee of
the client company through whom Global Bike communicates with The Bike Zone.

In the space Sales and Distribution in the section Sales Representative use the app
Manage Business
Manage Business Partner Master Data to create a contact person. Partner Master Data

In the Manage Business Partner view, select the item . A submenu opens.
Click here on Person.
Person

In Create Person, click the value help icon in the BP Role field. In the pop-up, search
for Person and then select the entry BUP001 | Contact Person. Person
BUP001 | Contact
Person

Enter the Person Title, First Name and Last Name of your choice. Add your number
Person Title
(###) to the fictitious surname. This will make it easier for you to identify your First Name
entry later if persons with the same name have been created. Please enter US as Last Name ###
US
the Country and EN as the Language. Confirm your entries with . EN

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A new overview is generated. In the General Information section, add your three-
digit number ### again in the Search Term 1 field. ###

Click on to save your business partner. The SAP system creates the master
data record for the new contact person and assigns a unique business partner
number (header). Please make a note of this number.

BP Number (Contact
Person)

___________________

Click on to return to the SAP Fiori launchpad.

4. Step 3: Create BP Relationship

Task Create a BP relationship. Time 5 min

Short Description Use the SAP Fiori Launchpad to maintain a Business Partner
relationship.

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Name (Position) Maria Diaz (Sales Person 1 US East)

The contact person created for The Bike Zone needs to be assigned as a business
Scenario
partner within the customer master.

In the space Sales Area in the section Sales Person use the Manage Business
Manage Business
Partner Master Data app again to customise a business partner, Partner Master Data

In the Manage Business Partner Master Data view, enter your Business Partner
Business Partner
Number (of Step 1) in the Business Partner field. Alternatively, you can enter Number (Customer)
Orlando as the Location and *### as the Last Name/Name 1. (Orlando)
(*###)

Then press the button . Your business partner should be displayed

accordingly.

Click on your Business Partner to display the Master Data record. Then press
in the upper area. The editing mode opens.
Select the Contacts tab. Click on to create a new row in the Contacts Contacts
section.

In the Contact Person field, click on the value help icon . In the pop-up window
BP Number (Contact
that opens, enter the Business Partner Number of your contact person in the Person)
(First Name)

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Business Partner field. Alternatively, you can also use the First Name and Name. (Last Name)

Then press the button .

Your business partner is displayed accordingly. Select it with one click to enter
it as contact person for your customer (The Bike Zone). Click on to apply
your changes to the business partner.
Click on to return to the SAP Fiori Launchpad.

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 5. Step 4: Create customer request

Task Create a customer inquiry. Time 10 min

Short Description Use the SAP Fiori Launchpad to create a customer inquiry.
Name (Position) Matthias Dosch (Sales Person 2 US East)

Now, we will enter an inquiry from our new customer, The Bike Zone. An inquiry
Scenario
is a customer’s request to be provided with a quotation or sales information
without obligation. An inquiry can relate to materials or services, conditions, and Inquiry
if necessary delivery dates.

In the space Sales Area in the section Sales Person, use the Manage Sales Inquiries
Manage Sales Inquiries
app to create an inquiry.

Note This dynamic Fiori app displays 3. This means that Global Bike currently has
3 different customer requests. The number you see depends on the number of
requests that you and the other participants have created before. You will
encounter this functionality in other apps as well.
If you want to display all existing sales inquiries, press . A list with all inquiries
is displayed. If, on the other hand, you want to enter a new sale inquiry, click on
.
Enter the abbreviation IN (Inquiry) as the Inquiry Type and UE00 (US East) as the
IN
Sales Organization. Also add WH (Wholesale) to the Distribution Channel field and UE00
BI (Bicycles) to the Division. WH
BI

Compare your entries with the screenshot above. Then select , in the
lower screen area, to be able to enter further data for the request. This will take
you to the following screen.

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In the Ordering party field, enter the Business Partner Number of your customer
Business Partner
The Bike Zone. Number (Customer)
Note Alternatively, you can search for your GP number by selecting the input help
icon in the Sold-To Party field. As Search Term enter ###, and as Location ###
enter Orlando. Confirm your entry with enter to run the search. Double click on Orlando
the The Bike Zone line to add the GP to the request.
Enter ### as the Customer Reference and enter today's date in the fields
###
Customer reference date and Valid from (F4, then Enter). For the Valid until and today’s date
Requested delivery date fields, enter one month from today. today’s date
one month from today
one month from today

The Bike Zone would like a quote for two products: The Deluxe Touring Bike
(black) and the Professional Touring Bike (black). To find these products, use the
search function. Click in the Material field and then click on the value help icon
.
On the Material by Description Tab, enter *Bike* as the Material Description and *Bike*
*###
*### (e.g. *003 if your number is 003) as the Material.

Then click on to start the search process. You will get results whose material
short text contains "Bike" and whose abbreviation ends in "###".

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Double click on the Deluxe Touring Bike (Black) to select it. In the following
DXTR1###
screen, enter an Order Quantity of 5. 5

Repeat the process for the second item, searching for Professional Touring Bike
2
(Black) as the Material and entering an Order Quantity of 2. Select Enter to PRTR1###
determine the price for this request. Confirm the message that appears.

The total price for these 7 bicycles for The Bike Zone is 21,400 USD (net value).
The expected order value is a calculated value that multiplies the net value of
the order quantity by the probability that a request from this customer will result
in an actual order. Select both items and click on .

In the lower area of the General Sales Data you will find the field Order
Probability. This expresses the percentage probability that an enquiry or
quotation item will result in a sales order. Assuming this order probability would
be 30%, the expected order value would be 0.30 x 21,400.00 USD = 6,420.00 USD.

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Changing the order probabilities may make sense because different requests from
customers have different probabilities. Change the Order Probability for the
material DXTR### to 70%. Then click on (Next item) in the upper area to go
70
to material PRTR1###.

Also enter an Order Probability of 70% there. Confirm your change with Enter.
70
Click on (Back) to update the request and note the new expected order value
of 14,980.00

Click on to save the request. The SAP system will assign a unique number to
the request. Make a note of it.
Inquiry Number

___________________
Click on to return to the SAP Fiori launchpad.

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 6. Step 5: Create Customer Quotation

Task Create a customer quotation. Time 10 min

Short Description Use the SAP Fiori Launchpad to create a customer quotation.
Name (Position) David Lopez (Sales Representative US East)

An inquiry presents the terms (price, delivery schedule) to a customer considering

a purchase. A quotation is similar, except that it is a legally binding offer for Quotation
delivering the requested product or services.

The Bike Zone would like a firm quote for the items in the inquiry created before.
Scenario
We can do this easily by copying the details from the inquiry into the new
quotation. To do this, in the space Sales and Distribution and in the section Sales
Representative, use the Manage Sales Quotations app.
Start

If you want to display all sales quotations, click . A list will be displayed
accordingly. On the other hand, if you want to create a new sales quotation, click
.
In the Quotation Type field, please enter the code QT (Quotation). In the lower
QT
screen area, click . In the Create with Reference pop-up that
opens, you can search your inquiry and thus, copy the data into the quotation.
For this purpose, make sure that the Inquiry tab is selected. In the Inquiry field,
enter your inquiry number. Inquiry
Inquiry Number
Note Alternatively, if you have forgotten your inquiry number, in the Inquiry field
click the input help icon . In the Sales document according to customer PO
number tab, as Purchase Order No. enter your number (###).
###

Then click and double-click your order. Your inquiry number will be copied
to the Create with Reference window accordingly.

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Click to copy the information from the inquiry to the quote screen. This
will produce the following screen.

As Cust. Reference enter again ### and as Cust. Ref. Date type in today’s date.
###
In the Valid To field, please add one month from today. Check if the Req. Deliv. today’s date
Date is set to one month from today. one month from today
one month from today
To encourage The Bike Zone to become a loyal customer, you have been
authorized to give a $50.00 discount on each Deluxe Touring bike, as well as a 5%
discount on the entire order.
To add the $50.00, select the Deluxe Touring bike line in the order, then click on
(Item Conditions). You will get a screen that shows the pricing details for
your Deluxe Touring Bike.

Note The condition master data includes prices, surcharges, and discounts,
freights, and taxes. You can define condition master data (condition records) to
be dependent on various data. You can, for example, maintain a material price
customer-specifically. In SAP, pricing is done using conditions. The pricing
procedure defines which condition types are to be used to calculate the final
price. Condition type PR00 is a gross price condition.
To add a discount, you can add condition type K004 (material discount) with an
K004
amount of 50 to the pricing procedure. 50

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After confirming your entry, a new price for the 5 Deluxe Touring bikes will be
calculated.

Note that the discount is now applied to the order. Click return to the main
quotation screen. To apply a 5% discount to the entire order, follow the pull-
down menu path: More ► Goto ► Header ► Conditions

To apply the 5% discount, enter RA00 with an amount of 5. Confirm your entries
RA00
and note that the price does not yet include the 5% discount. 5

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To include the 5% discount, click . The 5% discount is now applied.
Note that it is applied to the price after the $50 discount per Deluxe Touring
bike.

Quotation Number
Click on to save the new quotation. The following success message appears.
Please write down your quotation number.
___________________
Click on to return to the SAP Fiori launchpad.

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 7. Step 6: Create Sales Order Referencing a Quotation

Task Create a sales order with reference to a quotation. Time 10 min

Short Description Use the SAP Fiori Launchpad to create a sales order.
Name (Position) David Lopez (Sales Representative US East)

The Bike Zone has agreed to the terms and conditions in the quotation, and
Scenario
wants to order the bikes in the quotation. As a result, we can simplify the order
creation process by copying the quotation into a sales order.

In the space Sales and Distribution and in the section Sales Representative, you
Start
can use the Manage Sales Orders app to create a sales order.

If you want to display all sales orders, click . A list will be displayed
accordingly. On the other hand, if you want to create a new sales order, use
the button.
On the Create Sales Documents screen, in the Order Type field, please enter
the code OR1 (Standard order). In the lower screen area, click on the OR1
button. In the Create with Reference pop-up that opens, you
can search your quotation and thus, copy the data into the order. For this
purpose, make sure that the Quotation tab is selected. In the Quot. field, enter
your quotation number. Quotation
Quotation Number
Note Alternatively, if you have forgotten your quotation number, in the Quot.
field click the input help icon . In the Sales document according to customer
PO number tab, as Purchase Order No. enter your number (###).
###

Then click and double-click your order. Your quotation number will be
copied to the Create with Reference window accordingly.

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Click to copy the information from the quotation to the sales order
screen. Due to the discounts granted in the offer, please note the Net Value
has been reduced.

As Customer Reference enter again ### and as Customer Reference Date type ###
today’s date
in today’s date. Please note that the Requested Delivery Date has been copied
from the quotation. Click and write down the number of your sales order. Standard Order Number

___________________
Click on to return to the SAP Fiori launchpad.

INGENIERÍA INDUSTRIAL 25
 8. Step 7: Check Stock Status

Task Check the inventory. Time 5

Short Description Use the SAP Fiori Launchpad to check the stock status. min
Name (Position) David Lopez (Sales Representative US East)

We can check on the inventory level of the bikes in the sales order for The Bike
Start
Zone. For this purpose, in the space Sales and Distribution and in the section Sales
Representative, you can use the Stock – Multiple Materials app.

You will see the default screen of the app. Due to the high amount of materials, it
is not recommended to search without further restrictions. Therefore, in the
Material Number field, please use the input help icon .

In the pop-up that opens, as Description enter *TOURING* and as Material type in
*TOURING*
your number (*###). *###

Click to run the search and to generate a result list of all “touring” bikes
containing your number “###” in the material code. Select the Deluxe Touring Bike
(black) and the Professional Touring Bike (black). To copy your selection to the
initial screen, click on the button.

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Back in the Stock – Multiple Materials overview, as Plant enter MI00 (Miami) and as
Storage Location type in FG00 (Finished Goods). Click to display the MI00
corresponding stock levels. FG00

This report shows the stock levels for the plant in Miami. Scroll to the right to see
the unrestricted stock.

Click on to return to the SAP Fiori launchpad.

INGENIERÍA INDUSTRIAL 27
 9. Step 8: Track Sales Order

Task Track the processing status of the sales order.

Short Description Use the SAP Fiori Launchpad to track a sales order. Time 5 min
Name (Position) David Lopez (Sales Representative US East)

With relatively little user input, the sales order for The Bike Zone has been
Scenario
created. The Track Sales Orders app provides the opportunity to review the
order in detail.

To display and track a sales order, in the space Sales and Distribution and in the
Start
section Sales Representative, please use the Track Sales Orders app.

You will see the standard view of the app. In the Search field, enter your number
(###) and click to run the search process. ###

Your order will be displayed in the result list. There you can already see first
details like the Overall Fulfillment status or the Net Value.

Please click on the line containing your sales order. You will be forwarded to the
Track Sales Order Details screen, where you can see all the details of the order.

INGENIERÍA INDUSTRIAL 28
For example, you can see that the quotation processing has been fully processed
(“fully referenced”), but that the processing of the standard order is currently
still “open”. You can also see the requested delivery date of the order and the
planned delivery in the overview.
Afterward, please click on the Items tab. There you will see a list of the ordered
Items
bikes and the quantity shipped or already invoiced.

Go back to the Process Flow tab and click on your Standard Order. The following
Process Flow
context menu opens.

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Choose , and in the pop-up that opens, please select the entry Display
Sales Order - VA03. You will be forwarded to the corresponding app.

In the All Items section, select the line with the Professional Touring Bike and
click (Display Availability) to check availability in detail.

The Availability Overview screen shows that, in this case, there are actually 80
bikes in stock and the order you are displaying will use 2 of these.
Note Your ATP situation could show other inventory quantities.
Choose . If this button is not displayed, you will find the entry in
the pull-down menu under: More ► Scope of check. The following screen will
be displayed.

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This screen displays the elements considered when performing the availability
check. For example, With Purchase Orders is selected, which means that a
purchase order will be considered as available stock from its receipt date
onward. Click to close the pop-up window and click to return to the
appointment order overview.
Select the Deluxe Touring Bike and click (Item Conditions) to view the
conditions again. Note that the two discounts have been manually applied to
this item.

Click on to return to the SAP Fiori launchpad.

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 10. Step 9: Start Delivery Process

Task Start the delivery process. Time 5

Short Description Use the SAP Fiori Launchpad to start the delivery process. min
Name (Position) Sergey Petrov (Warehouse Employee)

To start the process that will fulfill The Bike Zone’s order, we need to create a
Create Outbound
delivery document. To do this, in the space Sales and Distribution and in the section Deliveries – From
Warehouse employee, use the Create Outbound Deliveries – From Sales Orders app. Sales Orders

The app starts with a collapsed header area. Please expand it by clicking (Expand
Header).

Note You trigger shipping activities by creating deliveries. The responsible

organizational unit for creating deliveries is the shipping point. The shipping point Shipping Point
can be a loading ramp, a mail depot, or a rail depot. It can also be, for example, a
group of employees responsible (only) for organizing urgent deliveries.
On the Create Outbound Deliveries screen, in the Ship-to party field please enter
Business Partner
your business partner number (The Bike Zone). Number
(Customer)
Note Alternatively, you can search for your GP number by selecting the input help
icon in the Ship-to party field. A pop-up screen will open. As Full Name enter
*###, and as City enter Orlando. Click to run the search. *###
Orlando

INGENIERÍA INDUSTRIAL 32
Select your customer and apply the entry to the initial screen by clicking .
In addition, as Shipping Point please enter MI00, and remove the Planned Creation
MI00
Date. Click to run the search. The sales order will be displayed.

Select the sales document and choose the button . You will see that
the sales document is no longer available. Additionally, you will receive a
confirmation that your outbound delivery has been created.
Click on to return to the SAP Fiori launchpad.

INGENIERÍA INDUSTRIAL 33
 11. Step 10: Track Sales Order

Task Track the processing status of the sales order.

Short Description Use the SAP Fiori Launchpad to track a sales order. Time 5 min
Name (Position) David Lopez (Sales Representative US East)

To display and track a sales order, in the space Sales and Distribution and int
Track Sales Orders
the section Sales Representative, use the Track Sales Orders app again.

You will see the standard view of the app. In the Search field, enter your
number (###) and click to run the search process. ###

Your order will be displayed in the result list. You can now see changes from
the previous state. The Overall Fulfillment is now set to Partially processed
and the Order Processing is completely processed.

Please click on the line containing your sales order. You will be forwarded to
the Track Sales Order Details screen, where you can see all the details of the
order.

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In the overview that opens, you can see the completed standard order and the
delivery that is still “open”. In addition, billing has already been planned
automatically by the system. In the header area, the shipping status (Not
shipped; previously: Delivery Not Started) and the billing status (Not invoiced,
previously: Not Relevant for Invoicing) have also changed.
Click on to return to the SAP Fiori launchpad.

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 12. Step 11: Pick Materials and Post Goods Issue

Task Pick materials on delivery note. Time 5

Short Description Use the SAP Fiori Launchpad to pick materials and to post a goods min
issue.
Name (Position) Sandeep Das (Warehouse Supervisor)

Picking a material changes the outbound delivery document, while goods issue
Manage Outbound
subsequently changes the ownership of the material from Global Bike to The Bike Deliveries
Zone. To do this, in the space Sales and Distribution and in the section Warehouse
employee use the Manage Outbound Deliveries app.

The app starts with a collapsed header area. Please expand it by clicking . In the
Ship-to party field, please enter your business partner number. Business Partner
Number
(Customer)
Note If you have forgotten your GP number, proceed as in the steps before.
In addition, as the Shipping Point enter MI00 and as Overall Status select All Open
MI00
Deliveries. To run the search, click . Your outbound delivery is now displayed.
All Open
Deliveries

You can see that neither picking nor goods issue has been processed yet. Click on
the line that contains your outbound delivery to get more details.

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Please return to the Deliveries overview by clicking . Then, select to start
picking. You will automatically be forwarded to the Pick Outbound Delivery app.
Your outbound delivery is already preselected.

In the Delivery Items area, enter the appropriate quantities in the Picking Quantity
fields: For your DXTR1### 5 and for your PRTR1### 2. 5
2

Picking is the process of preparing or staging goods for delivery to the customer,
Picking
with particular attention to dates, quantity and quality.

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At the end of the Deluxe Touring Bike row, select . In the Delivery Item 1 of 2
screen, in the Storage Location field, enter FG00 (Finished Goods). FG00

Click and repeat this step for the PRTR1### material. PRTR###
Back in the Pick Outbound Delivery screen, please choose . You will receive a
corresponding message from the system. In addition, the screen content changes.
Picking is now complete and goods issue is ready.

In the lower screen area, you can now click to post the goods issue. The
screen content changes again. Both picking and goods issue are now complete.

Click on to return to the SAP Fiori launchpad.

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 13. Step 12: Check Stock Status

Task Check the inventory once again. Time 5 min

Short Description Use the SAP Fiori Launchpad to check the stock status.
Name (Position) David Lopez (Sales Representative US East)

The goods issue of the order has an impact of the inventory level of the bikes for
Stock – Multiple
Global Bike. To have a look at it, in the space Sales and Distribution and in the Materials
section Sales representative, use the Stock – Multiple Materials app.

You will see the default screen of the app. Due to the high amount of materials, it
is not recommended to search without further restrictions. Therefore, in the
Material Number field, please use the input help icon .

In the pop-up that opens, as Description enter *TOURING* and as Material type in
*TOURING*
your number (*###) again. *###

Click to run the search and to generate a result list of all “touring” bikes
containing your number “###” in the material code. Select the Deluxe Touring Bike
(black) and the Professional Touring Bike (black). To copy your selection to the
initial screen, click on the button.

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Back in the Stock – Multiple Materials overview, as Plant enter MI00 (Miami) and
as Storage Location type in FG00 (Finished Goods). Click to display the MI00
corresponding stock levels again. FG00

This report shows the stock levels for the plant in Miami. Scroll to the right to see
the unrestricted stock. The inventory was reduced by the quantity for which the
goods issue was posted.

Click on to return to the SAP Fiori launchpad.

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 14. Step 13: Create billing document for Customer

Task Create a billing document for a customer. Time 10 min

Short Description Use the SAP Fiori Launchpad to create a customer billing
document.
Name (Position) Stephanie Bernard (AR Accountant)

With the delivery complete, the customer can be invoiced. To do this, in the
Create Billing
space Sales and Distribution and in the section AR Accountant, use the Create Documents
Billing Documents app.

In the Create Billing Documents screen, all Billing Due List Items are
automatically listed. For a better overview, the listing should be filtered. To do
this, in the Sold-to party field, enter your business partner number. Business Partner
Number (Customer)
Note If you have forgotten your GP number, proceed as in the steps before.
Apply the new filter. Therefore, click on to restrict the result list. Your
sales document will be the only one displayed.

Select your sales document and choose . The system

prepares the customer invoice: The date and sold-to party are copied from the
previous selection.

Choose the Process Flow tab. There you can track the steps taken in advance
Process Flow
that are relevant for the customer invoice.

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Continue to the Pricing Elements tab. As a billing clerk, you can view the
Pricing Elements
discounts granted in the quotation creation and how the total price is thus
composed.

To save the new customer invoice, select .

Click on to return to the SAP Fiori launchpad.

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 15. Step 14: Display Billing Document and Post Customer Invoice

Task Display a billing document and a customer invoice. Time 5 min

Short Description Use the SAP Fiori Launchpad to display a billing
document/customer invoice.
Name (Position) Stephanie Bernard (AR Accountant)

Now that the billing document has been created, it needs to be posted. Therefore,
Manage Billing
in the space Sales and Distribution and in the section AR Accountant, use the Documents
Manage Billing Documents app.

On the Manage Billing Documents screen, in the Sold-to party field, please enter
your business partner number. Business Partner
Number
(Customer)
Note Alternatively, in the Sold-to party field, click the input help icon and
search for your business partner using your number (###) as in the previous step. ###
Select to display your invoice.

Select your entry and choose . This will send the invoice to the customer.
Click on to return to the SAP Fiori launchpad.

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 16. Step 15: Post Receipt of Customer Payment

Task Post a customer payment receipt. Time 10 min

Short Description Use the SAP Fiori Launchpad to post a customer payment
receipt.
Name (Position) Stephanie Bernard(AR Accountant)

After The Bike Zone mails its payment, it needs to be recorded. To do this, in
Post Incoming
the space Sales and Distribution and in the section AR Accountant use the Post Payments
Incoming Payments app.

You will be directed to the following screen.

In the General Information area, as Company Code enter US00 (Global Bike Inc.).
US00
In the fields Posting Date and Journal Entry Date, use (Open Picker) to enter
the current date. Also, in the Period field, select the current period (for Current Date
example, 09 for September). As the Journal Entry Type make sure that DZ Current Period
(Customer Payment) is selected.
DZ

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In the Bank Data area, as G/L account select 1810000 (Bank 1). Please also add
1810000
the amount 20,092.50 USD. In the Open Item Selection area, as the Account 20,092.50 USD
Type select Customer, and add in the field directly next to it your business
partner number. Compare your entries with the following screenshots. Customer
Business Partner
Number (Customer)

Click on . In the upper part of the screen, you can see that the
balance has changed to . This is due to the open customer
invoice. In the Open Items area, the posting document from the previous steps
will also be proposed to you.

Select in the line of the posting document. The open items are
added to the Items to be Cleared with the recorded incoming payment.

Since the incoming payment covers the full amount, the balance is cleared again
( ). Click to save the incoming payment. The system will
automatically assign a number to it.

Journal Entry
Incoming Payment:

___________________

Choose to additionally display the posting document. In the Manage

Journal Entries screen, you can view individual posting items.

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Click on to return to the SAP Fiori launchpad.

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 17. Step 16: Review Document Flow

Task Review the document flow. Time 5 min

Short Description Use the SAP Fiori Launchpad to review the document flow.
Name (Position) David Lopez (Sales Representative US East)

The document flow tool links all documents that were used in The Bike Zone’s sales
Document Flow
order. Again, there are many ways to access the document flow tool. One way is to
start by displaying the sales order document.

To display and track a sales order, in the space Sales and Distribution and in the
Track Sales
section Sales representative use the Track Sales Orders app again. Orders

You will see the standard view of the app. In the Search field, enter your number
(###) and click to run the search process. ###

Your order will be displayed in the result list. Again, you can see changes from the
previous state. The Overall Fulfillment is now set to Completely Processed.

Please click on the line containing your sales order. You will be forwarded to the
Track Sales Order Details screen, where you can see all the details of the order. For
example, in the Fulfillment area the document flow for the sales order is displayed.
All related documents are completely generated and recorded.

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Depending on which document is selected, the content of the right screen changes.
Thus, information on the delivery or the invoice can be viewed directly. Choosing
the Fulfillment Standard Order, the steps from the quotation to the journal entry
are displayed as a process flow. The respective documents can also be called up
from here.

As you can see, in the header area, both the shipping status (Completely Shipped)
and the invoicing status (Completely Invoiced) have changed again. Finally, on the
Process Flow tab, select the journal entry to open the context menu. Click Manage
Journal Entries to access the corresponding app. Process Flow

Manage Journal
Entries

You can see the line items in the header data of the journal entry. However, choose
the Related Documents tab. Then expand the document flow completely. Related
Documents

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Except for the incoming payment, you can see all documents generated for the sales
order. This additionally includes the customer inquiry, as well as the material
document including the accounting document of the delivery.
Click the document number of the sales order to open the context menu and choose
. In the pop-up that opens, select the Display Document Flow app.

In the following screen you can see both the operational document flow and the G/L
document flow.

Click on to return to the SAP Fiori launchpad.

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 18. SD Challenge

Learning Objective Understand and perform an integrated order-to-cash- Time 75 min

process.
Motivation Having successfully completed the case study Sales and Distribution, you
should be able to perform the following task independently.
Scenario One of your existing customers has opened an independent offshoot Alster Adventures in
Hamburg and would like to benefit from your new promotion with this, in which there is a free off-
road helmet for each mountain bike ordered. Individual items can be marked as a free item (AGNN)
in the item details of the appointment order. Make sure that off-road helmets belong to a different
division. Create a new customer Alster Adventures using Alster Cycling (customer 14000) as a
template. Have your new customer supplied from the factory in Hamburg (HH00) via the sales
organisation Germany North (DN00). Remember that the Euro is the common means of payment in
Europe. Companies in Germany are subject to tax. Also expand Alster Adventures so that orders can
be placed for accessories and across divisions.
Then, as Alster Adventures, order five mountain bikes for men and five mountain bikes for women.
As a long-term customer, Alster Adventures will receive a discount of $50 per bike on the order and
3% of the net price on the entire purchase.
Task Information Perform a complete order-to-cash-process including the incoming payment of your
customer. Since this task is based on the case study Sales and Distribution, you are
allowed to use it for support. It is however recommended to solve this advanced task
without support to test the newly gained knowledge.

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