SAP SD – Sales and Distribution 27/03/2024

 SD - Sales and distribution module is a part of SAP logistics module that manages customer relationship starting
from raising a quotation to sales order and billing of the product or service.
 SD helps to manage shipping, billing, Selling, and transportation of products and services of a company
 It consists of master data, sys config, Transactions to complete the sales and logistics Processes.
 Can integrate with MM, FICO, WM, PP

Types of Data in SAP SD

1. Master data - Customer, Material, Pricing, Output, Vendor, Bill of Materials

2. Transactional Data - SO(FG), Prod Order, Pur Order (RM)
3. Customizing data

OTC cycle

SD = Customer Order -> picking -> GI -> Billing -> Account receivable -> Final Payment.
SAP view -

Easy access, F1 – help, F4 – description, create new session(6), extras> setting > display technical name(to show the tcode)

SO -> Shipping (delivery/ Picking/PGI) -> Billing

Pre-sale activity

 (Before SO) - Contract, inquiry, quotation, scheduling agreement

 Shipping (After SO) - Delivery (GI, shipment), Transfer Order
 Billing (After ship) - Billing doc, Account receivables

Note: After SO - Procurement will start in MM (check for product/service that must sold in SO)

 Launching Fiori from SAP GUI - TCode - /n/UI2/FLP

 Fiori Launchpad Designer - /n/UI2/FLPD_CUST
 SAP MM Ord structure: Client -> Company code-> Plant -> SLoc
Defining Org Structure:
EX : SDS4

 SPRO->IMG->Enterprise Structure-> Definition – Used to define data

For company code:

 SPRO->IMG->Enterprise Structure-> Definition-> Financial Accounting->Edit,Copy,delete,check Company code.

Execute, select edit,copy,check option

Toolbar – select Copy

Provide from and To values: - Which actually copies all the data(like G/L account, COA). You can also copy them based on
Currency preference.

EX: SDS4

For Sales Org:

SPRO->IMG->Enterprise Structure-> Definition->Sales and Distribution -> Define,copy,delete, Check sales Organization

Use copy,edit, check option and copy the data from SAP defined Sorg to new Sorg. (Suggested to use same set from
company code)
EX: 90

SPRO->IMG->Enterprise Structure-> Definition->Sales and Distribution -> Define,copy,delete, Check distribution Channel.

Use copy,edit, check option and copy the data from SAP defined DC to new DC.

Ex: 90

SPRO->IMG->Enterprise Structure-> Definition->Logistic General -> Define, copy, delete, check division.

Use copy, edit, check option and copy the data from SAP defined Division to new Division.

SPRO->IMG->Enterprise Structure-> Definition->Logistic General -> Define, copy, delete, check Plant

Use copy, edit, check option and copy the data from SAP defined Plant to new Plant (suggested to use same type from
company code to avoid confusion)
SPRO->IMG->Enterprise Structure-> Definition-> Material Management -> Maintain Storage Location

Allocate Sloc to Plant

You can use existing one or can create a new one. Example below

SPRO->IMG->Enterprise Structure-> Definition->Logistics Execution-> Define, copy, delete, check shipping point.
Use copy, edit, check option and copy the data from SAP defined SP to new SP

Assign Org Structure:

SPRO->IMG->Enterprise Structure-> Assignment

Below are different path to assign different levels of data as per requirements.(Use : /nSPRO)

1) SPRO->IMG->Enterprise Structure-> Assignment->Sales and distribution-> Assign Sales Org to company code
Search for your Sales Org and assign it to your company code.
2) SPRO->IMG->Enterprise Structure-> Assignment->Sales and distribution-> Assign Distribution Channel to Sales
Organization.
3) SPRO->IMG->Enterprise Structure-> Assignment->Sales and distribution-> Assign Division to Sales Organization.

4) SPRO->IMG->Enterprise Structure-> Assignment->Sales and distribution-> Set Up Sales Area

5) SPRO->IMG->Enterprise Structure-> Assignment->Sales and distribution->Master Data -> Define Common
Distribution Channels
6) SPRO->IMG->Enterprise Structure-> Assignment->Sales and distribution->Master Data -> Define Common
Divisions
Use the above 2 highlighted paths to check the validation for DC and Div
 Above : Example image for DC

Above Example image for Divisions

7) SPRO->IMG->Financial Supply chain Management-> Credit Management->Integration with Accounts receivable
Accounting and Sales and Distribution ->Integration with sales and distribution -> Assign sales area to Credit
control Area
This is FI related which can helps to remove the credit related issue in SO creation, however use standard CCAr –
1000 to avoid further issues

Example Image for credit control area.

By this step we are good with our Sales Area data, now we have to link Plant and shipping point. Related to
Logistics.
 1) SPRO->IMG->Enterprise Structure-> Assignment->Logistics general-> Assign plant to company code (OX18). Check
OMS2

This is a 1-1 assignment so delete existing entry related to your plant and create a new one.

2) SPRO->IMG->Enterprise Structure-> Assignment->Logistics Execution -> Assign shipping point to plant.

3) SPRO->IMG->Logistics execution ->Shipping-> Basic Shipping Functions->Shipping point and Goods Receiving
point determination-> Assign shipping points.

Make sure you have same shipping point (SDS4) as you created for the plant you created(SDS4). You will see
multiple times so change in all the places.
4) Got to transaction OKB9 (FI related). System will not do this assignment as it is FI related.
This is tricky part – you need to make sure from which Company cod you copied data while creating the new
Company code and same company code need to copy for each cost element and create a new one. (We will see
atleast 10+ cost elements all the time).

We are good with shipping assignment now.

These are related to posting periods and other quantity assignment which helps us to fix other errors.
  MMRV is good mostly just make sure you have first check box Checked
 MMPV – Every month 1st , need to open posting periods.
 OMS2 – type of material you want to use like Finished goods, raw materials etc.

Select the material you want to use and click on Qty/ Value in Tree structure and check your Quantity and value updating
checkboxes are checked.

 OB40 – Maintain input and output Tax.

Search for the tax type, Goto|Ruins, input COA, and Check tax code,click posting key and give some debit and credit type
and save.

To find Charts of Accounts (COA), SPRO->IMG->Financial Accounting ->General Ledger accounting->Master Data->G/L
Accounts->Preparations->Assign Company code to Charts of Accounts

 Goto SPRO->IMG->Assignment -> Consistency Check ->Check enterprise structure for sales and distribution.

Use this to check if you are missing any data till now.

 SPRO->IMG->MM->Logistics invoice verification->Incoming Invoice-> maintain default values for tax code.

Select your CoCd and open it and see if you are having some tax code inside that.

OMX1 –

OMX3
Tcode : CKMSTART

Which start the material ledger.

Material Master Data:

SPRO->IMG->Logistics->SD->MM->Product->Material->Other Material-> Create Change/Display

Tcode : MM01- Create,MM02-Change,MM03- Display

Give the required data like material (new name),Industry, Material Type

> Select the views Basic data, sales Org, Sales general, MRP, Accountings, costing

 In basic data 1 – fill Description, Base unit of measure, Gross weight, Net weight, Volume, Unit of volume
 Basic data 2 – Optional
 Sales Org.1 -> Press enter and Maintain Tax codes based on country codes.
 Sales org.2 -> Gen Item Cat group as NORM and item cat group as NORM

Sales : general ->Trans Group = 0001, Loading Group – 0001,

 MRP 1 -> MRP Type = pD, Lot sizing procedure = EX, MRP Controller =001
 MRP -2 -> Procurement Type =x, Inhouse Production = 10 days
 MRP -3 -> Optional,
 MRP -4 -> Optional

Accounting 1 -> Base Unit , Valuation class*,Price determination, Standard Price

Accounting 2 -> Optional

Costing 1, Costing 2 -> Optional (All optional tabs data depends on error while executing the process)

Click on Save.

Material XXXXX will be created.

You can also maintain multiple UoM,

 MM02, enter material data, Additional data , unit of measure tab, Add extra measure(related to UoM you
maintained)
 This will help to maintain sales unit in sales org.1, which can help us to create the SO with defined sales unit.

**This is an optional setting, based on requirements**

If you want to extend material to other Sorg/plant.

MM01, Created material data, select views, Give the plant, Sloc, Sorg,DC

This will enable the same material to use in different plant and sorg, which reduces our effort to create a new material all
the time.

Checking same in S/4 HANA

Open HANA, Check Product Master-> Manage Product Master data.

Search for material created and it should be visible.

***you can also create the Material data in HANA as well, same process(fill Mandatory fields).

Adding stock for material:

To check the stock : MD04 and MB52

To Add : MI10, MIGO(MVT : 501/561)

****once you have done all the above steps correctly, you should be good to create a Sales Order in VA01****

Once you create a sales order, we need to create a delivery, for which shipping point is required.(in VL01N)

We have already created a shipping point and assigned it to plant. You can check this is VA02, header level under shipping
tab.

Shipping conditions can be checked in tcode : /nBP

Where you need Customer (Ship to Party) details to check the Shipping condition.
Availability Check:

Availability check is also called as Available to Promise (ATP).

Settings: Material Master -> Sales General Plant.

 You can also customize the Delivery type as Complete delivery or Partial Delivery.
 Which means, If you have 10 Quantity ordered in Sales order and if the setting in BP(business partner) or
CI(Customer Information) is set as complete delivery. Then the shipping will start only after having 10 availability
 So now if you have partial delivery setting in business partner or customer information then the delivery can be
shipped even if you have 1 stock availability.
 Where can we check this? so you can navigate to t code /nBP. As shown in below we have shipping tab under
that we have complete delivery. So if we check the complete delivery checkbox then it will ask the delivery to
have complete quantity ordered and we also have Max partial deliveries and below that you got partial delivery
partial delivery item.
 so we have multiple options under partial delivery item where you can check how the delivery can be partially
defined and under Max partial deliveries you can mention the quantity that can be partially delivered so this you
can check when you are working on the customization as you want it to be.
  If you want to check this in customer information you can go to t code VD52 and you can provide customer
details onclick on execute and you will be navigated to the page where it shows all the material list and if you
click on the material then it will navigate to the customer master info record pages.

Note: whatever the settings maintained in the customer information record is given first priority which means this will
overwrite the settings that are maintained in the business partner.

 you can also see in the above images that complete delivery option is only available in business partner screen so
which means you can set this particular setting only in business partners and this will be overridden in the sales
order data.
 all this data which is predefined in the settings can be modified while creating a sales order so you got all the
access while creating the sales order to change all the predefined values and create the order as per your
requirement.

Sales Organisation Customization to see only Particular Order Types:

SPRO-> IMG-> sales and distribution-> sales-> sales document-> sales document header-> assign sales area to sales
document types.

Note: if all the sales document types are allowed for each of your sales area, you do not need to specify any settings here.

******Combine sales organizations-> execute. Add a reference sales org as per your requirement.

combined distribution channels-> execute. Add a reference distribution channel as per the requirement.

Combined division-> execute. add a reference division as per your requirement.

Assign sales document types permitted for sales areas ->execute. Click on new entries and provide all the reference data
which has set in previous steps And there is a failed where you can set your order types and mentioned which order type
you wanted to Restrict in that particular sales organisational combinational data.******