Sales and Distribution with SAP S/4hana: Business User Guide

ISBN-13: 9781493220809 / Angielski / Twarda / 2021 / 434 str.

James Olcott; Jon Simmonds

Spis treści

... Preface ... 15

... What This Book Covers ... 15

... Acknowledgments ... 16

1 ... Introduction to Sales and Distribution with SAP S/4HANA ... 19

1.1 ... The SAP Ecosystem ... 19

1.2 ... Changes from SAP ERP to SAP S/4HANA ... 24

1.3 ... Transactional Data ... 49

1.4 ... Summary ... 55

2 ... System Prerequisites ... 57

2.1 ... Configuration Tools in SAP S/4HANA ... 57

2.2 ... Master Data ... 60

2.3 ... Service Business versus Hard Goods ... 91

2.4 ... Summary ... 92

3 ... User Navigation ... 95

3.1 ... Executing Transaction Codes with SAP GUI ... 95

3.2 ... Running SAP Fiori Apps with the SAP Fiori Launchpad ... 107

3.3 ... Sales and Distribution Screens ... 120

3.4 ... Summary ... 121

4 ... Presales Inquiries ... 123

4.1 ... Process Overview ... 123

4.2 ... Document Types ... 124

4.3 ... Create an Inquiry Document ... 125

4.4 ... Change and Display an Inquiry Document ... 138

4.5 ... List of Inquiries ... 147

4.6 ... Summary ... 157

5 ... Presales Quotations ... 159

5.1 ... Process Overview ... 159

5.2 ... Document Types ... 160

5.3 ... Create a Quotation Document ... 161

5.4 ... Change and Display a Quotation Document (SAP GUI) ... 173

5.5 ... List of Quotations ... 182

5.6 ... Summary ... 184

6 ... Sales Orders ... 185

6.1 ... Process Overview ... 185

6.2 ... Document Types ... 186

6.3 ... Item Categories ... 195

6.4 ... Hard Goods Processing ... 198

6.5 ... Service Processing ... 211

6.6 ... Create a Sales Order Document (SAP GUI) ... 212

6.7 ... Managing Sales Orders App ... 227

6.8 ... Change and Display a Sales Order Document (SAP GUI) ... 229

6.9 ... Change and Display a Sales Order Document (SAP Fiori) ... 238

6.10 ... List of Sales Orders (SAP GUI) ... 241

6.11 ... Summary ... 243

7 ... Delivery ... 245

7.1 ... Process Overview ... 245

7.2 ... Document Types ... 245

7.3 ... Create a Delivery Document ... 246

7.4 ... Changing a Delivery Document ... 273

7.5 ... Further Delivery Processing ... 284

7.6 ... Summary ... 286

8 ... Billing ... 287

8.1 ... Process Overview ... 287

8.2 ... Document Types ... 288

8.3 ... Standard Invoices ... 288

8.4 ... Debit Memos and Credit Memos ... 307

8.5 ... Billing Plans ... 308

8.6 ... Intercompany Billing ... 310

8.7 ... Creating a Billing Document ... 312

8.8 ... Other Billing Functionality ... 320

8.9 ... Summary ... 326

9 ... Reversals ... 327

9.1 ... Process Overview ... 327

9.2 ... Document Types ... 328

9.3 ... Create a Returns Order Document (SAP GUI) ... 329

9.4 ... Incompletion Log ... 335

9.5 ... Create a Returns Delivery Document ... 336

9.6 ... Optional Goods Issue Reversal ... 339

9.7 ... Remove Billing Block ... 341

9.8 ... Create a Credit Invoice ... 343

9.9 ... Create Returns Order (SAP Fiori) ... 346

9.10 ... Create a Returns Delivery Document ... 352

9.11 ... Create a Credit Invoice (SAP Fiori) ... 353

9.12 ... Reversal Matrix ... 356

9.13 ... Summary ... 372

10 ... Rebates and Settlement Management ... 373

10.1 ... Process Overview ... 373

10.2 ... Condition Contract Management ... 374

10.3 ... Accrual Processing ... 384

10.4 ... Account Determination for Accruals ... 384

10.5 ... Processing Settlements ... 389

10.6 ... Summary ... 398

11 ... Warranty and Repairs ... 401

11.1 ... Process Overview ... 401

11.2 ... Documents in the Repair Process ... 401

11.3 ... Summary ... 404

12 ... Accounts Receivable ... 405

12.1 ... Process Overview ... 405

12.2 ... Document Types ... 406

12.3 ... Overview of Accounts Receivable for Sales and Distribution People ... 406

... Appendices ... 415

A ... Key Transaction Codes ... 417

B ... SAP Fiori Apps ... 423

C ... The Authors ... 429

... Index ... 431

O autorze

James Olcott is a seasoned SAP sales and distribution, materials management, and SAP BusinessObjects functional consultant with more than 20 years of experience. His roster of past clients includes Mitsubishi, AmerisourceBergen, Avid Technologies, Carpenter Technology, Pfizer, Lenovo, the Canadian Crown Corporation Société Assurance Automobile du Québec, and Heineken. He enjoys executing project tasks such as writing functional specifications and coaching onsite from locations as diverse as Melbourne, Australia to Johannesburg, South Africa to his home in New York City. Jon Simmonds is an experienced IT architect who has specialized in SAP systems for the past 19 years. His background is in sales and distribution, but he has practical knowledge across a wide range of functions such as order-to-cash, materials management, procure-to-pay, SAP Fiori, ABAP programming, and EDI. His focus is on enabling innovation and cost savings through SAP S/4HANA.