Sending Samples and Advertising Materials 

Purpose

Samples and promotional goods are normally sent or given to the customer free of charge from the warehouse.

Samples are issued from production, and promotional goods, which are normally trading goods, are issued from procurement. The costs can be planned in Controlling (CO) either in the profitability analysis or in internal orders. They are then evaluated with the actual values transferred to the billing document.

A field service employee can issue samples and promotional goods; or they can be shipped as a delivery in a shipment, or they can be supplements in a mailing campaign.

Samples and promotional goods can also be billed with a price, if required.

Prerequisites

The following R/3 components are integrated with sending samples and advertising materials:

SAP Component

Functions

Sales

Order for free-of-charge delivery

Shipping

Deliveries, goods issue

Warehouse Management

Stock placement and removal

Transportation

Transportation planning and processing, shipment cost processing

Billing

Invoice processing, transfer of costs to profitability analysis

Information system

Planning, forecasts, and statistics

Process Flow

Use for a sales order

You can enter samples and promotional goods in the sales order as free-of-charge items. They can also be combined with other items that are not free. The following functions are available:

Shipping

  1. You trigger shipping processing by creating deliveries from orders that are due to be shipped. The system checks both the availability of the product, and the validity of the shipping deadlines.
  2. In picking, you remove goods from the warehouse and prepare them in the picking area. These functions are also supported by the Warehouse Management system.
  3. Delivery items are packed by assigning shipping units that can be composed of materials and packing, or just the delivery item.
  4. Goods issue represents the completion of shipping processing. It results in a reduction of stock and an update in the balance sheet account valuation in Financial Accounting (FI).

Warehouse Management

Picking links warehouse management (WM) with sales order processing. The system differentiates between picking in warehouses with fixed bin locations, or in warehouses with random storage (using transfer orders).

Transportation

Billing

Invoices are created using deliveries. Once a billing document has been created, the values are posted to the relevant financial and cost accounting accounts, although in this case only costs, and no profits, are posted.

Information system

The information system helps you in planning, forecasts, and analyses. It uses master data and any transaction data that may result from the business processes for its evaluations.

Result

The following scenarios can be integrated with the scenario for sending samples and advertising materials:

Presales Handling

Foreign Trade Handling