Enterprise wide information systems - configuring sap
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The document outlines the SAP R/3 Implementation Guide (IMG) as a tool for project teams to configure business transactions, focusing on order processes and integration of customer and material master data. It emphasizes the importance of various configuration tools, organizational structures, and customizing elements to better meet business requirements. Key topics include sales orders, billing processes, and maintaining customer and material master records to streamline operations.
Enterprise wide information systems - configuring sap
- 2. Objectives The primary objective of this discussion is to show how the SAP R/3 Implementation Guide (IMG) can be used to aid the project team in configuring business transactions. For simplicity, we will keep our focus on the Order process. Upon completion of this topic, you should be able to: Describe the various implementation and configuration tools available in the SAP R/3 system. Anticipate how elements of the Customer Master are integrated and are used to control the SD processes. Use elements in the Material Master to streamline COM. How to configure the Billing process for data flow and price control.
- 3. Topics The Implementation Guide Sales Orders and the Customer Master Customizing the Material Master Configuring the Billing Process
- 4. Methods for Implementing & Configuring SAP SAP R/3 includes several tools to facilitate configuring SAP and continuing support . The R/3 Reference Model - describes the business processes included in the standard R/3 system as well as the relationship among the different application modules. The Implementation Guide (IMG) - guides users in matching their business requirements with the SAP standard software. The Procedural model - is used as a navigator to guide you through the whole implementation and configuration process.
- 5. The Implementation Guide A tool that leads to a step-by-step customizing of selected parts (modules) of the R/3 system. It guides the project team in matching the business requirements with the SAP standard software. With the IMG project management functions... Consultants in charge of implementation first decide which parts of R/3 are to be customized. The system then automatically generates the needed hierarchical list of the customizing steps for achieving that customization.
- 6. The Implementation Guide Basis configuration takes place. Global settings are set as default in the SAP system. The structure is defined to match the organization’s business function. Applications are created to meet business requirements. Financial Accounting Materials Management Cross- application functions are developed. Financial Accounting Materials Management
- 7. The Enterprise IMG The Enterprise IMG is just a subset of the Reference IMG. It is where all the customizing takes place. PSPS PPPP COCO FIFI …….. HRHR MMMM SDSD FIFI MMMM PPPP COCO FIFI COCO PPPP MMMM FIFI COCO SAP Reference IMG Enterprise IMG Project IMG Project 001 Project 002 Project 002 Additional needs, e.g. upgrade
- 8. Customizing Objects As a rule, you will have more than one SAP system. Development system Changes made in the development system are transported to the test system, then to the production system. Test system Production system Development systemDevelopment system 11 22 11 22 33 11 22 33 4 11 11 22 Sales organization Sales documents Implementation guide Test systemTest system 22 33 4 11 22 Sales organization Sales documents Versions Transport Request Workbench organizer
- 9. Customizing - How to Proceed 1. Define the organizational structures in the IMG and name the individual organizational elements. 2.Assign the organizational elements. Define the organizational elements Assign the organizational elements
- 10. Topics The Implementation Guide Sales Orders and the Customer Master Customizing the Material Master Configuring the Billing Process
- 11. Master Data Customers Materials Bills of Materials Customer-Material Info Product Proposals Master Data Customers Materials Bills of Materials Customer-Material Info Product Proposals FIFI PSPS PMPM CCCC MMMM PPPP FIFI MMMM COCO FIFI Sales supportSales support Data Warehouse Data Warehouse SalesSales Materials Mgmt. Production Planning Plant Maintenance Controlling Financial Accounting Project System Materials Mgmt. Financial Accounting Financial Accounting Controlling
- 12. Origins of Data in Sales Documents When you create a sales order, the system proposes most of the data from the master records. Sales order Customer master dataCustomer master data Material master dataMaterial master data . . . . .. . . . . ConditionsConditions TextsTexts Control tablesControl tables
- 13. Business Partners (Partner Functions) Partners - someone you have a relationship with or have to communicate with. Functions - each partner type has specific functions. Sold-to partySold-to party Ship-to partyShip-to party Bill-to partyBill-to party PayerPayer Contact personContact person Forwarding agentForwarding agent EmployeeEmployee . . . . . . . .. . . . . . . . PartnerPartner FunctionsFunctions
- 14. Business Partners - Customer Master Essential business partners for a sales transaction are the sold-to party, ship-to party, payer and bill-to party. They are stored in the customer master. Sold-to partySold-to party Ship-to partyShip-to party Bill-to partyBill-to party PayerPayer CustomerCustomer mastermaster
- 15. Customer Master - 3 Major Data Views Sales data - data specific to sales, e.g. sales, distribution, shipping. Company Code data - financial accounting data. General data - data assigned directly to a client so it’s available to the other two areas. General dataGeneral data Sales dataSales dataCompany code dataCompany code data FIFI SDSD
- 16. Customer HierarchiesCreate hierarchies to reflect the structure of the customer organization. Use customer hierarchies during sales order processing and billing for determining pricing. ACME CoACME CoACME CoACME Co CentralCentral 47114711 ACME CoACME CoACME CoACME Co SouthSouth 47124712 ACME CoACME CoACME CoACME Co NorthNorth 47134713 ACME CoACME CoACME CoACME Co NorthwestNorthwest 47144714 ACME CoACME CoACME CoACME Co NortheastNortheast 47154715 Customer 2743 Customer 2743 Customer 2744 Customer 2744 Customer 2742 Customer 2742 Unique node number Unique node number
- 17. Topics The Implementation Guide Sales Orders and the Customer Master Customizing the Material Master Configuring the Billing Process
- 18. Materials - Material Types The material type is part of the general data on a material. The departments responsible for a material type determine which views must be maintained for a specific material. MaterialMaterial A Matl. typeMatl. type Description Department Internal/External POs Description Department Internal/External POs Account assignment Account assignment Quantity/Value update Price control Variance for each plant Quantity/Value update Price control Variance for each plant
- 19. Selecting Fields for Materials - Influencing Factors An individual control table is available for each influencing factor shown here and corresponds to a group of fields in the material master. TransactionTransaction Procurement indicator Procurement indicator Material typeMaterial type PlantPlant Industry sectorIndustry sector SAP components SAP components Field selectionField selection Sales & Distribution Materials Mgmt. Production Planning Financial Accounting Controlling Fixed Assets Mgmt. Quality Mgmt. Plant Maintenance Human Resources Workflow Industry Solutions R/3 Client / Server ABAP/4 Project System ?? …………….. ………… …………
- 20. Materials - Material Status You can define different kinds of material status and for each status, how the system will react when an item is created in a sales document. Material Status Discontinued part Technical defect . . . Discontinued part Technical defect . . . Quotation Standard Order Error Warning Error Error Error Warning Error Error
- 21. Product Hierarchies Product hierarchies are used for pricing and analysis. In the Standard SAP setup, they can be defined with up to 18 characters and three levels. 11 22 33 LevelLevel 0000100001 Electrical appliances 0000100001 Electrical appliances 0000100002 Compressors 0000100002 Compressors 0000100001 ToolsTools 000010000100000001 Electric screwdrivers 000010000100000001 Electric screwdrivers 000010000100000002 Electric drills 000010000100000002 Electric drills 000010000200000001 Electric drills 000010000200000001 Electric drills 000010000200000002 Electric drills 000010000200000002 Electric drills
- 22. Customer-Material InformationYou can define customer-specific data for a material in a customer-material information record. This may incl: cust.-specific matl. # cust.-specific matl. description etc. Sales organization : 1000 Distribution channel : 01 Customer : C1 Sales organization : 1000 Distribution channel : 01 Customer : C1 Material Description M1 Computer AG M2 Computer UG . . . . Material Description M1 Computer AG M2 Computer UG . . . . Customer-specific data Material Description M234 Computer 550C M598 Computer 1650B . . . . Customer-specific data Material Description M234 Computer 550C M598 Computer 1650B . . . . Customer-Material Information Customer Matl Description Qty M234 Computer 550C 10 M598 Computer 1650B 3 Customer Matl Description Qty M234 Computer 550C 10 M598 Computer 1650B 3 Sales order Sold-to Party: C1Sold-to Party: C1
- 23. Proposing Items Using Product Proposal Material combinations which you use frequently can be stored in product proposals. Product proposal : 5000002 Validity period : 01/01-12/31 Search term : SD product proposals Item Material Qty. 10 M1 40 20 M2 50 30 M3 30 Sold-to party: C1 Item Material Qty. 10 M1 40 20 M2 50 30 M3 30 Sales Order Material orMaterial or material + quantitiesmaterial + quantities
- 24. Bill of Material - Where They Are Used Item status controls how BOM items are processed in related application areas: Production (operations) Construction (technical data) Pricing Sales & distribution (order quantity) Plant maintenance (maintenance information)
- 25. Topics The Implementation Guide Sales Orders and the Customer Master Customizing the Material Master Configuring the Billing Process
- 26. Billing Types The billing type controls the entire billing document. Billing types are dictated by the type of the reference document. InvoiceInvoice Cash saleCash sale Credit/debit memoCredit/debit memo ReturnsReturns Inter-company billingInter-company billing CancellationsCancellations Invoice listInvoice list Pro forma invoicePro forma invoice BillingBilling TypesTypes
- 27. The Billing Process Each billing document requires a reference document. Inquiry Type: IN Standard Order Type: OR Header Item: TAN Schd. line Returns Type: RE Header Item: REN Cash Sales Type: BV Credit Type: CR Quotation Type: QT Type: LF Header Item: TAN Type: F2 Header Schd. line Type: LR Type: RE Type: LR Type: RE Order Document Types Delivery Doc. Billing Documents Immediate
- 28. Key Points (1) The Implementation Guide (IMG) enables the project team to match the business requirements with the SAP standard software and customize the transactions to the needs of the organization. You can minimize the time an effort needed to create sales documents by thoroughly maintaining the customer master and defining all types of business partners. The account group allows you to select data fields for maintaining the master data. By classifying materials by material types, you can specify which views for a material are to be maintained.
- 29. Key Points (2) When maintaining material master records, you can specify (in the IMG) which fields are to appear, to be required or optional, or are to be blocked. You can store customer-specific information on individual materials (e.g. customer material numbers and descriptions) in customer-material information records. This enables you to create orders using material numbers specified by the ordering party. When you frequently sell combination of materials, you can simplify sales order creation by creating product proposals. You can also create BOM’s to combine several materials for use in SD.
- 30. Key Points (3) Billing documents always reference a previous document. Reference documents will dictate the billing document type. The flow of data is controlled: by the programs by billing types by copying control tables You can determine copying control at: the header level the item level
- 31. Thank You !