Sales and Distribution (SD)
Sales and Distribution in IDES
Introduction
Organization
Special Features
Reference lists
Sales
Sales Order Processing and Subsequent Functions
Additional Process Information
Data Used During This Process
Creating a Sales Order
Delivering the Sales Order
Billing the Sales Order
Displaying the Document Flow
Processing Rush Orders
Special Business Transactions
Cross-Company Code Sales Processing
Additional Process Information
Data Used During This Process
Creating Sales Orders in Ordering Company Code
Creating the Delivery in the Supplying Company Code
Picking in the Supplying Company Code
Creating Invoices for Customers in Ordering Company Code
Creating Internal Invoices in the Ordering Company Code
Evaluating Incoming Invoices in Financial Accounting
Customizing in Prof. Analysis (CO-PA) for Cross Code Sales
Displaying Line Items in Profitability Analysis for Ordering Com
Displaying Line Items in Profit. Anal. For Supp. Company Code
Profitability Report Analysis
Third-Party Order Processing
Additional Process Information
Data Used During This Process
Creating Sales Orders and Purchase Requisitions
Creating a Purchase Order
Posting the Goods Receipt
Posting the Invoice Receipt for Purchase Order
Invoicing the Sales Order
Sales Processing according to ATP logic and Backorders
Additional Process Information
Data Used During This Process
Checking initial situation and establish if necessary
Creating sales orders
Analyzing current requirements and stock development
Processing master production scheduling (MPS)
Processing rescheduling
Converting planned order into production order
Creating Sales Order
Processing rescheduling
Backorder Processing
Establishing initial situation
Sales Processing With Availability Checks Against Allocations
Additional Process Information
Data for this Example
Create Process Starting Position
Determine Material for Product Allocation
Edit Planning Hierarchy
Product Allocation Planning
Create Sales Orders
Check Plan
Create Other Process Starting Position
Sales Processing with a Value Contract
Additional Process Information
Data Used During This Process
Posting the Stock
Display the Value Contract
Checking the Release Situation in the Value Contract
Creating Sales Orders with Reference to the Contract
Delivering the Sales Orders
Creating the Billing Document
Cancelling the Sales Order Item
Checking the Release Situation in the Value Contract
Invoicing a Project with Down Payment Processing
Additional Process Information
Data Used During This Process
Preparatory Measures
Creating Sales Orders and Projects
Releasing a Project
Confirming Activity
Creating Down Payment Requests
Posting Down Payments
Confirming Activity
Creating Invoices
Displaying Single Line Items
Confirming Activity
Creating Invoices
Consignment Handling
Consignment Fill-Up
Additional Process Information
Data Used During This Process
Displaying the Consignment Stock
Replenishing Consignment Stock at the Customer Site
Consignment Pick-Up
Additional Process Information
Data Used During This Process
Collecting Consignment Goods from the Customer Site
Displaying the Consignment Stock
Consignment Issue
Additional Process Information
Data Used During This Process
Creating a Consignment Issue
Billing the Consignment Issue
Consignment Returns
Additional Process Information
Data Used During This Process
Processing the Return of Consignment Goods
Creating a Credit Memo
Rebate Processing in SD and FI
Additional Process Information
Data Used During This Process
Posting the Stock
Creating Rebate Agreements
Checking Customer Hierarchy
Creating Sales Orders
Delivering the Sales Orders
Creating Invoices
Settling Rebate Agreements
Creating Rebate Credit Memos
Creating Rebate Credit Memos
Displaying a Profitability Report
Monitoring Sales Promotion Budgets
Additional Process Information
Data for this Example
Posting Stock
Creating Promotions
Planning Budgets
Display Budget
Creating Sales Promotions
Display Sales Action
Controlling Budget Assignments
Creating Sales Orders
Controlling Budget Assignments
Delivering Sales Orders
Create Transport Request
Creating Billing Documents
Controlling Budget Assignments
Resetting Starting Situation
Shipping
Combining Orders (Manually and Via the Delivery Due List)
Additional Process Information
Data Used During This Process
Creating a Sales Order
Creating a Sales Order With Reference to a Document
Combining Orders Manually in One Delivery
Processing the Delivery Due List
Picking the Delivery and Posting the Goods Issue
Partial Deliveries
Additional Process Information
Data for this Example
Creating a Sales Order
Delivering the Sales Order
Picking the Delivery
Reprocessing the Delivery
Delivering the Open Order Quantities
Packing the Delivery
Additional Process Information
Data Used During This Process
Creating a Sales Order
Delivering the Sales Order
Billing the Sales Order
Picking with Lean WM
Picking with Individual Generation of Transfer Orders
Additional Process Information
Data Used During This Process
Generating the Sales Order and the Delivery
Picking the Delivery Individually
Posting the Goods Issue
Billing the Sales Order
Picking with Automatic Generation of Transfer Orders
Additional Process Information
Data Used During This Process
Creating a Sales Order for Immediate Delivery
Billing the Rush Order
Picking using the Collective Processing Method
Additional Process Information
Data Used during this Process
Creating Sales Orders
Creating Deliveries via Delivery Due List
Picking using the Collective Processing Method
Posting Goods Issue
Billing
Creating a Single Invoice
Invoice Split
Additional Process Information
Data Used During This Process
Creating a Sales Order
Delivering the Sales Order
Billing the Sales Order
Displaying the Billing Document and the Accounting Documents
Creating Invoices With the Billing Due List
Data Used During This Process
Generating Orders, Deliveries and GI Documents Using CATT
Displaying the List of Sales Orders
Processing the Billing Due List
Sales Order Processing with Credit Cards
Data Used During This Process
Additional Process Information
Saving Payment Card Data in the Customer Master Record
Creating a Sales Order
Checking and Delivering the Sales Order
Billing the Sales Order
Settling Payment Cards
Executing the Closing Activities
Credit Control
Credit Check against a Group Credit Limit
Additional Process Information
Removing Data Inconsistencies
Data Used During this Process
Setting the Basic Requirements
Displaying the Credit Overview
Posting the Incoming Payment
Deliverying the Open Order
Verifying Credit Control Data
Billing an Order
Verifying Credit Control Data Again
Concluding Activities
Sales Support
Displaying Sales Support Master Data
Additional Process Information
Data Used During This Process
Displaying the Sales Contact
Displaying a Competitive Product
Sales Summaries
Additional Process Information
Data Used During This Process
Displaying the Sales Summary
Recording Sales Activities
Data used during this Process
Additional Process Information
Maintaining Communication Data for Sending Mail in the HR Master
Entering a Trade Fair Contact
Displaying and Processing Output
Maintaining Sales Call
Recreating the Communication Data for the Mailings
Quality Management in Sales and Distribution
Data for This Example
Control Functions in Quality Management
Creating a Sales Order
Picking Outbound Deliveries
Performing Quality Inspections
Creating Quality Certificates
Posting the Goods Issue
Creating a Billing Document and Displaying an Invoice
Posting Customer Returns to Returns Stock
Displaying Stock
Performing a Visual Inspection
Making a Transfer Posting of Returns to Unrestricted-Use Stock
Internet
Displaying Product Information in the Internet
Data Used During This Process
Displaying the Product Catalog in the IDES System
Calling Up Product Information in the Internet
Availability Information Via the Internet
Data Used During This Process
Additional Process Information
Checking Material Availability in the Internet