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S4 HANA Sales JL3 Learning curriculum > S4 HANA SALES PROCESS OVERVIEWS > Flashcards

S4 HANA SALES PROCESS OVERVIEWS Flashcards

1
Q

Order-to-cash business flow

A
  • Sales Inquiry
  • Sales quotation
  • Sales order
  • Sales outbound delivery
  • Sales invoice
  • Sales payment receipt
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2
Q

Sales inquiry

A

Customers reach out to the Sales organization to find out the details of products and services, prices, potential delivery schedule in order to ascertain if their requirements can be met.

  • Sales inquiry is captured in the application using a standard document type IN
  • A sales area is entered to report the inquiry against a particular sales org, distribution channel and divison
  • Product / Service details along with tentative pricing and delivery information is entered
  • Copy control configurations help in managing the document flow in the application
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3
Q

Sales quotation

A

Company’s sales department respond to the sales inquiry by providing the details of products and services, prices, potential delivery schedule to the customer. This interaction is captured in the form of a sales quotation and is legally binding with a validity period on the company to fulfil as per the terms of the qutotation

  • A sales area is entered to report the quotation against a particular sales org, distribution channel and division
  • Product / Service details along with pricing and delivery information, payment terms, validity period
  • Copy control configurations help in managing the document flow in the application
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4
Q

Sales order

A

Company’s sales department books the sales order by prodviding the dtails of products and services, prices, actual delivery schedule to the customer

  • Sales area is entered to report the older against a particular sales org, distribution channel and division
  • Product / Service details along with pricing and delivery information, payment terms, confirmed delivery dates are entered
  • Copy control configurations help in managing the document flow in the application
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5
Q

Sales outbound delivery

A

Company’s logistics delivery department processes the sales outbound delivery and executes the picking, packing, loading and goods issue confirmation

The logistics execution processes are captured in the form of a sales outbound delivery and it is usually created with reference to the confirmed schedule line of the sales order

  • Shipping point is entered to report the delivery against the sales order confirmed schedule lines
  • Product / Service details along with quantity gross/net weight information, international commercial (inco) terms, actual delivery processing dates and statuses are captured
  • Copy control configurations help in managging the document flow
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6
Q

Sales Invoice

A

Company’s accounts receivable department enters the sales invoice by providing the details of prodcuts and services, prcies, actual delivery quantitties to the customer.

  • Company code is identified to report the invoice against a particular sales order line
  • Product / Service details along with pricing and elivery quantities, payment terms are captured based on the information from sales order line and outbound delivery
  • Copy control configurations help in managing the document flow
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7
Q

Sales payment receipt

A

Company’s accounts receivable collections department enters the sales payment by providing the pricing and amount details in the document

  • Open invoice amount is cleared once the payment is entered against the invoice
  • Customer can make single payment which can be distributed against multiple invoices
  • Usually payment processing falls outside the purview of sales department
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8
Q

Sales order configuration overview

A

SAP SD Process is mainly controlled by the following three parameters

  • Sales Doc Type
  • Item Category
  • Schedule line Category
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9
Q

Sales doc type

A

Controls the type of sales process whether it is a standard order or special sales order.

Has various parameters to control the pricing, billing, number ranges of the order process.

Controls the header level data and process of a sales order

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10
Q

Item Category and Schedule line categories

A

control the item level and schedule line level data and process of a sales order

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11
Q

Sales document type

A
  • Number Ranges
  • Screen sequence of Sales order
  • Incompletion Logs
  • Allowed Delivery types
  • Allowed Billing types
  • Credit Check Control
  • Pricing procedure Control
  • Delivery, Billing Blocks & proposal of delivery dates
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12
Q

Sales document type: General control 1

A

Reference Mandatory

Read Info Record

Item division & Check division

Output application

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13
Q

Reference Mandatory

A

This parameter when set, requires a Quotation / Contract / reference document for the sales order to be created. It can’t be created as a stand alone document

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14
Q

Read Info Record

A

This parameter controls whether the system should read the Customer Info record while creating a sales order of this document type

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15
Q

Item division & Check division

A

These two control whether the header division is copied to all the items in the order and can’t be changed because the system throws an error or warning. Or if it is possible to take the item dividison from the material master which is different from that of header

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16
Q

Output application

A

Here, we assign the header level output determination procedure that identifies the various output types available for sales documents of this type. These output types model business communication documents like order confirmation, customer invoice, payment reminders sent to different stake holders.

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17
Q

Sales document type: General control-2

A

Check credit limit

Screen Sequence group

in completion group (procedure)

Quotation/Outline agreement messages

Document pricing procedure indicator

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18
Q

Check credit limit

A

We assign either an automatic credit check none for the documents of this type

*payer’s credit limit as the basis and credit exposure equals to all open items - open orders, deliveries, invoices, and receivables*

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19
Q

Screen Sequence group

A

Controls the various screens and the sequence in which they appear for documents of this type. Differs from inquiry -> quotation -> order -> Contract

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20
Q

in completion group (procedure)

A

Controls the fields that appear in the log for in completion, when the user doesn’t enter them in the sales order header

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21
Q

Quotation/Outline agreement messages

A

control identification and copying of open quotations and contracts available for the same item-customer combination during the order processing

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22
Q

Document pricing procedure indicator

A

in conjuction with Customer pricing indicator (set in sold-to party -> Sales view) for a sales area determines the pricing schema. Hence, it is possible to have different pricing approaches for various different sales processes in the particular sales dept. / market segment

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23
Q

Sales document type: shipping

A

Delivery type

Immediate delivery

Delivery Block

Shipping conditions

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24
Q

Delivery type

A

We set the delivery type applicable for orders of this sales doc type

Immediate delivery - this indicator controls whether the delivery document is created automatically while saving the sales order. This parameter is useful in setting up of a few special sales scenarios like Cash Sales, Rush Orders etc.

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25
Q

Delivery Block

A

We can block the orders created using this doc type for delivery creation. This is useful when free-of-charge sample orders are created as some authorized personnel needs to clear the block before delivery processing can start

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26
Q

Shipping conditions

A

Shipping conditions control how the customer needs the order to be processed - Express, Standard…which allows to identify the shipping point and say fastest route. The parameter set here over rides the shipping conditions assigned to the sold-to party of the customer

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27
Q

Sales document type: billing

A

Delivery / Order related billing types

Inter company billing type

Billing Block

Billing Plan type

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28
Q

Delivery / Order related billing types

A

These are proposed when orders are created using this sales doc type. Whether, the order-related or delivery realted billing is controlled by the item category of the line item in the sales order

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29
Q

Inter company billing type

A

This is proposed when inter-company billing is done

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30
Q

Billing block

A

Orders are blocked for billing esp this is useful in case of returns, credit / debit memo requests. Some authorized personnel needs to clear the blocks before billing is processed

31
Q

Billing Plan type

A

If the order is relevant for billing plan - periodic/mile stone - then it is mentioned in this field. Examples of periodic bills are rental and utility bills, while the project mile stone bills are examples of milestone bills.

32
Q

Sales document type: delivery dates

A

Lead time in days & Propose delivery date

Propose pricing date PO date & Valid from

33
Q

Lead time in days & Propose delivery date

A

We can mention the default lead time in days for orders of this doc type While calculating the requested delivery date, system will add this number to the doc date to propose the delivery date. The propose delivery date check box should be set for automatic delivery date proposals

34
Q

Propose pricing date, PO date & Valid from

A

These control how pricing date, PO dates are proposed in sales orders. Valid from is useful in case of quotations to ientify the validity start of the document

35
Q

Sales document type; contract dates

A

In Contract and Scheduling agreement areas in Sales doc type configuration, we have settings to control how the scheduling agreement delivery schedules ( JIT / Forecast) are considered in MRP and whether they are relevant for delivery

We set the correction delivery type and elivery block indicator for the scheduling agreement

Similarly, for contracts, we can set contract profile that controls the validity dates of the contract. It is possible to set the follow0up activity types like telephone calls, Sales call etc. as well as subsequent doc

36
Q

Item Category functions

A

Pricing relevance

Billing type

Schedule lines allowed & item delivery relevance

Completion Rule

Bill of material

Special Stock indicator

37
Q

Pricing relevance

A

Whether the item is relevant for pricin or not and is free-of-charge

38
Q

Billing type

A

Whether the billing of line item is based on Order or delivery

39
Q

Schedule lines allowed & item delivery relevance

A

Whether schedule lines are allowed and there by creation of delivery document

40
Q

Completion Rule

A

Relevant in quotations, inquiries, contracts where in the completion criterion is total quantity / Value referenced based on which the item is considered as complete

41
Q

Bill of material

A

Structure explosion is possible at single-level or multi-level of BOM

42
Q

Special stock indicator

A

Controls the item stock tracked using special stock indicator and made applicable for availability check

43
Q

Item Category functions contd

A

Billing blocks

Billing plan type

Return indicators

Business data indicator controls

Incompletion procedure

Partner determination procedure

Text Determination

44
Q

Business data

A

controls if we can have differing business data

45
Q

Incompletion procedure

A

Controls which fields at item level are added to the incompletion log

46
Q

Partner determination procedure

A

Controls the various partner functions

47
Q

Text determination procedure

A

Controls the item level texts identified for the line item

48
Q

Item Category determination

A

Sales doc type + high level item category + item usage + item category group

49
Q

Item category: billing type determination

A

Item category billing relevance + order related billing type set in sales doc type or sales doc type

50
Q

AGN

A

Standard outation item, in quotation processing, the items are not relevant for delivery, but pricing is allowed

51
Q

TAN

A

Standard Order item - standard sales order processing, pricing, inventory control, delivery processing and billing are allowed

52
Q

TANN

A

Free-of-charge order item, In this case, the items are not charged and are usually used in sales discounts and promotions

53
Q

REN

A

Return Order Item, in returns processing, items are assigned to this category which allows inward stock movement

54
Q

Schedule line category

A

Schedule line functinality

Relevant for delivery processing

Movement type

Availability check possible

Whether requirement is transferred to MRP

Delivery block

Incompletion procedure

55
Q

Schedule line category naming

A

2 digit max Alpha numeric character

First didgit identifies the document type

Second digit identifies the function related to MRP, inventory management, Planning etc

56
Q

Schedule line category determination

A

Item category of Order Line + MRP Type of the item -> Schedule line category

57
Q

Pricing schema

A

Determined in a sales order based on customer pricing indicator set in sold-party for the sales area and document pricing indicator set in the sales document type configuration

Means that system allows different pricing procedures for different market segments and / or sales processes offered

In a sales order, the pricing schema is first determined at the document entry and based on the condition types and pricing condition data defined in the procedure, system automatically determines the header and item level prices

58
Q

New output determination

A

Based on BRF (business rules functionality) and outputs are based on Adobe forms

59
Q

ATP Check conditions

A

Material availability date, system checks for receipt of material and issue quantities

60
Q

Transfer of requirements (TOR)

A

Once the ATP check onfirms the qty, it transfers the requirement to MRP so that the stock/requirements list for the material in the plant is up to date

61
Q

Requirement classes

A

Control the ATP checks and TOR for all sales document types

62
Q
A
63
Q

Requirement types

A

Identify the requirement classes

64
Q

Requirement type determination in sales order

A

Item category + MRP type

65
Q

Requirement type and requirement class relationship

A

Many-to-one

66
Q

Checking group

A

Control whether the transfers are done at individaul sales order / daily sales requirements

Assigned to the material master general/plant view

67
Q

ATP Checking process

A

Controlled by checking rule along with Checking roup

68
Q

Delivering plant determination

A
  1. Customer material info record
  2. Business partner data of ‘ship-to party’
  3. Material master - Sales org1 view
69
Q

Shipping point determination

A
  1. Shipping conditions – determined from sold-to party or sales document type (which has higher precedence)
  2. Loading group – determined from customer master
  3. Delivering plant – determined from sales order
70
Q

Route determination

A

Determined in the sales order in order to ascertain the freight costs

Depature zone (identified from shipping point)

shipping condition (identified from sales document type or sold-to party)

Transportation group (identified from material master Sales/plant data)

Transportation zone (identified from ship-to party)

71
Q

Quantity Contract

A

Used to limit the quantity of product sold to the customer and will have validity period

72
Q

Value Contract

A

Used to limit the total value of products sold to the customer and will have validity period

73
Q
A

S4 HANA Sales JL3 Learning curriculum (10 decks)

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