Sales Flashcards
Sales Force Support
sales lead managment: collect sales information
opportunity mgmt: record sales and possibilites
activtity mgmt: plan track and organize sales
account and contact mgmt.: deliver holistic view
Order and contract management
master data management and price management business solution portfolio sales contract and quotation management sales order management and processing sales and solution billing sales rebates and incentive and comissions management calims returns and refund sales monitoring and analytics
Order to cash
presales sales : quotation sales: order MRP: demand mgmt. warehouse: pick pack deliver accounting: bill receive cash
organizational levels
client company code plant storage location distribution channel sales area division dredit control area sales organisation
-> Bucungskreise
Master data for Business Partner
company code data
sales area data: pricing data, delivery data, shipping conditions
conditions
price discounts surcharges freights taxes
depend on: material, customer organizational unit
sales order data
header / item data
customer quantitities material, product service pricing conditions delivery dates, schedules delivery conditions billing data
features and functions sales order process
product proposal material lsiting and exclusion cross selling free goods material determination availability check pricing determination of route, shipping point credit limit check requirement transfer
predicted delivery delay fiori
order entry order clarification pre delivery activities outbound delivery warehousing goods issue
fiori: analyzing historical data and forecastings
how likely a item is to be delayes: outbound delivery
predicted delay for creation of goods issue
shipping
automated
outbound delivery document
inventory management and financials
controls: picking, packing, goods issue
goods issue process
functions: shipping point determination,
route determination, scheduling,
shipping point
picking, packing
goods issue
outbound deliveries
processed by a shipping pooint
shipping point determined automatically or defined manually
change allowed until creation of delivery
with or without reference
Creation of Outbound Deliveries
sales order and material master checked availability checked and confirmed weight and volume calculated route determined information relevant for export is added picking location assigned batch is determined inspecting lot for QM is crated customer order is updated
picking
automatically during outbound delivery creation quantities definied in delivery document storage locations are determined serial and batch number assignment is supported integrated with Warehouse Management allowed packaging material monitorig of returnable packaging goods in specific container are tracked weight and volumes limites controlled delivery items into handling units
Goods issue
change of legal ownership
stock reduced
postings for GL triggered
completes shipping
