Enterprise Systems _ Introduction, Sales & Distribution
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This document contains 28 slides about Enterprise Planning Systems (EPS) and Sales and Distribution (SD), a module within ERP systems. It discusses fundamentals of ERP processes including transactions, roles, menus, testing types, and transaction rights. It then explains key aspects of the SD module such as master data management, pricing, orders, deliveries, invoices, credit/debit notes, stock transport orders, returns, warehousing, transportation, and reports. The slides provide an overview of concepts and functions within the SD module for managing the sales, delivery, billing, and inventory aspects of a business.
![Fundas of ERP Process [1]
Ramgopal CANCHERLA
cancherla@gmailcom
3
• Group of transactions : Role
• Group of Roles : User
• SOD : Segregation of Duties
Transaction
• Drill down as in Explorer
Menu Path
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-3-320.jpg)
![Fundas of ERP Process [2]
Ramgopal CANCHERLA
cancherla@gmailcom
4
•Unit [Module]
•Integrated
•UAT
•Regression
•Stress & Load
Testing - Types
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-4-320.jpg)
![Fundas of ERP Process [3]
Ramgopal CANCHERLA
cancherla@gmailcom
5
•Create
•Change
•View
Transaction Rights
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-5-320.jpg)
![Fundas of ERP Process [4]
Ramgopal CANCHERLA
cancherla@gmailcom
6
• From Legacy System
• From Multiple Sources
Data Migration
• On line
• On Discs
• On Server
• Disaster Recovery
Data Archiving
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-6-320.jpg)
![SD : Billing Doc : Invoices
Ramgopal CANCHERLA
cancherla@gmailcom
17
• Domestic Invoice
• Exports Invoice
• Sample Invoice
• Free Of Charge Invoice
• Stock Transport Invoice ~ Note [STN]
• CRN
• DRN
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-17-320.jpg)
![SD : Crn : Credit Notes / Drn : Debit Notes [S]
Ramgopal CANCHERLA
cancherla@gmailcom
18
• Stock Unit related
–Excess sent
–Less sent
–Different item sent
–Expiries
–Damages
–Shortages
–Withdrawn
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-18-320.jpg)
![SD : Crn : Credit Notes / Drn : Debit Notes [C]
Ramgopal CANCHERLA
cancherla@gmailcom
19
• Cash related
–Price Difference
–Tax Difference
–Discount Difference
–Charged more ~ issue CRN
–Charged less ~ issue DRN
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-19-320.jpg)
![SD : Warehousing [I]
Ramgopal CANCHERLA
cancherla@gmailcom
23
• IndOps ~ Industrial operations
–RM / PM
–Production / WIP
–FG / Quality
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-23-320.jpg)
![SD : Warehousing [C]
Ramgopal CANCHERLA
cancherla@gmailcom
24
• ComOps ~ Commercial Operations
– CWH ~ Central Warehouse
– ZWH ~ Zonal Warehouse
– RWH ~ Regional Warehouse
– C&FA ~ Carrying & Forwarding Agents
– PMW ~ Promotional Materials Warehouse
• Bonded Warehouse
– Exports
– Imports
• Imports Warehouse
– Repacking
– Cold-storage
14th Nov2013](https://image.slidesharecdn.com/eps1introsd-160320162738/85/Enterprise-Systems-_-Introduction-Sales-Distribution-24-320.jpg)
Enterprise Systems _ Introduction, Sales & Distribution
- 1. SVKM’S NMIMS (University) Mukesh Patel School of Technology Management & Engineering Ramgopal CANCHERLA Ramgopal CANCHERLA cancherla@gmailcom 1 Enterprise Planning Systems (EPS) MBA (Tech) 14th Nov2013
- 2. EPS ~ ERP Ramgopal CANCHERLA cancherla@gmailcom 2 EPS CONTEXT Setting ERP Functional Modules Extended ERP ERP Market Place 14th Nov2013
- 3. Fundas of ERP Process [1] Ramgopal CANCHERLA cancherla@gmailcom 3 • Group of transactions : Role • Group of Roles : User • SOD : Segregation of Duties Transaction • Drill down as in Explorer Menu Path 14th Nov2013
- 4. Fundas of ERP Process [2] Ramgopal CANCHERLA cancherla@gmailcom 4 •Unit [Module] •Integrated •UAT •Regression •Stress & Load Testing - Types 14th Nov2013
- 5. Fundas of ERP Process [3] Ramgopal CANCHERLA cancherla@gmailcom 5 •Create •Change •View Transaction Rights 14th Nov2013
- 6. Fundas of ERP Process [4] Ramgopal CANCHERLA cancherla@gmailcom 6 • From Legacy System • From Multiple Sources Data Migration • On line • On Discs • On Server • Disaster Recovery Data Archiving 14th Nov2013
- 7. ERP usefulness Ramgopal CANCHERLA cancherla@gmailcom 7 Integrated application modules that support all of the company business transactions Industry solutions support the combination of R/3 modules with additional industry specific functionality SAP R/3 is an event- driven transaction processing software 14th Nov2013
- 8. ERP usefulness (contd) Ramgopal CANCHERLA cancherla@gmailcom 8 It is an integrated software that facilitates the flow of information among all the modules of an organization All application modules share the data through the database, therefore the data is entered only once It has the ability to customize the application modules to meet business requirements 14th Nov2013
- 9. ERP benefits Ramgopal CANCHERLA cancherla@gmailcom 9 Built on > Best Practices Info details > enables drill down Centralized data > consistency Real-time info > up-to-the minute Document history > traceability Accessibility > by authorization Tracking > monitor & find answers to query Minimized > mistakes Benefits all > across the company 14th Nov2013
- 11. Sales & Distribution sd 14th Nov2013 11 Ramgopal CANCHERLA cancherla@gmailcom
- 12. Sales and Distribution (SD) Ramgopal CANCHERLA cancherla@gmailcom 12 Revolves around •Order •Delivery •Invoice 14th Nov2013
- 13. SD : MDM : Master Data Management Ramgopal CANCHERLA cancherla@gmailcom 13 Products Customers Vendors Payment Terms Rates & Taxes Sales Hierarchy 14th Nov2013
- 14. SD : Pricing Ramgopal CANCHERLA cancherla@gmailcom 14 Standard cost Price to Distributor / Stockist / Wholesaler Price to Retailers Price to Consumer / Customer Excise Duty VAT CST Octroi Surcharge Cess Discount Freight 14th Nov2013
- 15. SD : Orders Ramgopal CANCHERLA cancherla@gmailcom 15 • Rush Orders – Domestic – Exports • FG ~ Finished goods • BRM ~ Bulk & Raw Material • Special Storage Material • Sample Orders • FOC ~ Free Of Charge Orders • Stock Transport Orders • Return Orders • Back Orders – Process – Delete 14th Nov2013
- 16. SD : Deliveries Ramgopal CANCHERLA cancherla@gmailcom 16 • With Picking • Without Picking • Post Goods Issue – Reduces Inventory • Delete unwanted deliveries 14th Nov2013
- 17. SD : Billing Doc : Invoices Ramgopal CANCHERLA cancherla@gmailcom 17 • Domestic Invoice • Exports Invoice • Sample Invoice • Free Of Charge Invoice • Stock Transport Invoice ~ Note [STN] • CRN • DRN 14th Nov2013
- 18. SD : Crn : Credit Notes / Drn : Debit Notes [S] Ramgopal CANCHERLA cancherla@gmailcom 18 • Stock Unit related –Excess sent –Less sent –Different item sent –Expiries –Damages –Shortages –Withdrawn 14th Nov2013
- 19. SD : Crn : Credit Notes / Drn : Debit Notes [C] Ramgopal CANCHERLA cancherla@gmailcom 19 • Cash related –Price Difference –Tax Difference –Discount Difference –Charged more ~ issue CRN –Charged less ~ issue DRN 14th Nov2013
- 20. SD : STO : Stock Transport Orders Ramgopal CANCHERLA cancherla@gmailcom 20 • Movement within the Factory – No ED • Movement across locations – No sales value – No taxes – Values @ Standard cost for Insurance purpose • Centrally controlled • Locations to check & be ready to receive 14th Nov2013
- 21. SD : Reverse Logistics : Returns Ramgopal CANCHERLA cancherla@gmailcom 21 • Sales Stock returns • Sample / FOC returns • Breakages / Expiries / Soilages – Moves to Blocked stock / Quality Inspection • When usage decision made moves –To Unrestricted –Or To scrap –Inventory updated accordingly 14th Nov2013
- 23. SD : Warehousing [I] Ramgopal CANCHERLA cancherla@gmailcom 23 • IndOps ~ Industrial operations –RM / PM –Production / WIP –FG / Quality 14th Nov2013
- 24. SD : Warehousing [C] Ramgopal CANCHERLA cancherla@gmailcom 24 • ComOps ~ Commercial Operations – CWH ~ Central Warehouse – ZWH ~ Zonal Warehouse – RWH ~ Regional Warehouse – C&FA ~ Carrying & Forwarding Agents – PMW ~ Promotional Materials Warehouse • Bonded Warehouse – Exports – Imports • Imports Warehouse – Repacking – Cold-storage 14th Nov2013
- 25. SD : Transportation Ramgopal CANCHERLA cancherla@gmailcom 25 • Road – Contracts – Rate – Period – Material, Location & Customer • Rail Freight • Air Cargo • Sea Shipment • Courier parcel • Insurance 14th Nov2013
- 26. SD : Reports Ramgopal CANCHERLA cancherla@gmailcom 26 • Stock & Inventory Reports –Ready to sell ~ Unrestricted stocks –Blocked ~ Awaiting Quality Clearance –Scrap ~ Awaiting Instructions for Destruction –Returns –GIT ~ Goods In Transit 14th Nov2013
- 27. SD : Reports Ramgopal CANCHERLA cancherla@gmailcom 27 • Sales Reports –Currency level • Standard cost • Sales cost –Unit level –Hierarchy drill down by ……. • Geography • Division • Product 14th Nov2013