Sales v1 Flashcards

(41 cards)

1
Q

Sequenz Order2Cash

A
Create Sales Order
Check Credit Limit
Check Inventory Availability
Confirm Order
Trigger Procurement / Request goods from Warehouse
Create Delivery
Create Delivery List
Pick Goods
Pack Goods
Issue Goods
Send Invoice
Receive Payment
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2
Q

Organizational Levels in Sales

A
Client
Conpany Code
Sales Organization
Plant
Storage Location
Distribution Channel 
Sales Area
Division
Credit Control Area
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3
Q

Business Partner Master Data (Sales)

A
General Data
- Address
- Communication Data
- Unloading Point
Company Code Data
- Bank Data
- Insurance Data
- Reminder Data
Sales Area Data
- Pricing Data
- Delivery Data
- Shipping Conditions
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4
Q

Welche Shipping Conditions gibt es?

A
Prices
Discounts
Surcharges
Freights
Taxes
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5
Q

RFQ

A

Created and sent by customer without obligation

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6
Q

Quotation

A

Created and sent by supplier

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7
Q

RFQ content

A
Prices
Availability
Quality
Conditions
Quantities
Dates
Texts
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8
Q

Quotation content

A

price

delivery date

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9
Q

What can trigger a sales order?

A

Contact with customer
Quotation
Contract or scheduling agreement

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10
Q

Content of a sales Order (header)

A

Order Date
Customer Data
Total Price
Texts

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11
Q

Content of a sales Order (item data)

A
Product/ service number and description
Quantities
Price, discounts
Delivery Date
Other price conditions
texts
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12
Q

Content of a sales order (deliver schedule lines)

A

Quantities and dates for an item

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13
Q

Features and Functions for a sales order process

A
Dynamic product proposal
Material listing and exclusion
cross selling
free goods
material determination (substitution)
availability check
pricing
determination of route and shipping point
credit limit check
requirement transfer to mrp
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14
Q

Welches Dokument wird zu Anfang des Delivery Prozesses erstellt?

A

Outbound delivery document

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15
Q

Welche drei Lieferarten an Kunden gibt es?

A

Collection of Customer Orders
Partial Delivery
Complete Delivery

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16
Q

Creation of Outbound Delivery

A
Is delivery allowed?
Availability checked and confirmed
weight and volume of delivery calculated
route is determined
Information relevant for export is added
Picking location is assigned
Batch is determined
Inspection Lot for QM is created
Customer order is updated
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17
Q

Picking

A

Quantities are defined by delivery document
Storage Locations are determined automatically
Serial Number and batch number assignment is supported
Picking is integrated with warehouse management

18
Q

Packing

A

Determination of allowed packaging material for a product is supported
Packing into Handling Units
Control weight and volume

19
Q

Goods Issue: Which four influences does it trigger?

A

Change of legal ownership
Stock Quantities Reduced
Postings for GL accounts triggered
Completes shipping

20
Q

On which documents can an invoice be based?

A

Sales order

outbound delivery

21
Q

Payment: which functions does an ERP have?

A

Assignment of invoices to payment

handling of differences between invoices and payment

22
Q

What completes the order to cash process?

23
Q

Welchen Sales Force Support bietet S4/HANA Enterprise Managemen?

A

Sales Lead Mgmt.
Opportunity Mgmt.
Activity Mgmt.
Account and Contact Mgmt.

24
Q

Sales Lead management

A

Collects any potential sales information at the beginning phase of a sales pipeline

25
Opportunity Management
Records recognized sales possibilities and tracks the progress across the sales cycle
26
Activity mgmt
Plan, track and organize sales activities throughout the entire customer relationship life cycle
27
account and contact management
delivers sales force a holistic view of each customer with identified key contact and account data
28
Was bietet S/4HANA im order and contract management
``` Sales Master Data Management Pricing Management Sales Contract Management Sales/Solution Quotation Management Sales Order management and processing Business solution portfolio sales & solution billing sales monitoring and analytics sales rebates management & commissions management claims, returns and refunds management ```
29
Übersicht Order 2 Cash
``` Presales Sales: Quotation Sales: Order MRP: demand management warehouse accounting ```
30
Was passiert nach der Creation der Sales Order?
Check Credit Limit
31
Wie ist die hierarchie vom Sales unter dem Client aufgebaut?
Client Sales Office Sales Group Sales Person
32
Which documents are based on a sales order?
Delivery Document | Bill
33
Sales Order from PDF: What can a representative do with a SO Request?
Verify Order Data Simulate Order Creation Confirm Order Creation
34
Which Sales Documents Exist?
``` Sales Scheduling Agreements Sales Contracts Sales Orders Sales Quotations Customer Returns Debit/Credit memo requests ```
35
Which Exceptions can occur during a sales order handling?
``` Incomplete Data Blocks Delivery Issues Unconfirmed quanitites in order shipping issues in the delivery invoicing issues supply issues trade compliance issues approval status ```
36
What is predicted delivery delay?
Allows to monitor how likely a sales order will be delayed.
37
On which data does predicted delivery delay base its prediction?
P Delay for outbound delivery | P Delay for creation of goods issue
38
With which document does the shipping process start?
Outbound delivery document
39
What steps does the ODD support?
Picking Packing Goods Issue
40
Which functions does an ERP have for shipping?
Shipping Point determination Route determination Scheduling
41
When can picking be executed?
Automatically during OD creation Regularly According to workload