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System-Wide Concepts Eng. Enrique Martínez A.  ULACIT 2011
Organizational Elements Client  The client is the highest-level element of all organizational elements; it represents the enterprise/headquarters group. Company Code  The company code is a legal independent accounting unit representing the central organizational element of financial accounting. The company code also represents the tax law (national) view of the company, the fiscal calendar, the local currency, and the tax reporting requirements. Plant  A plant can manufacture product, distribute product, or provide a service. The plant is the central organizational unit of production
Organizational Elements Storage location  Material stocks in inventory management can be differentiated within one plant according to storage location. Sales organization The sales organization is the central organizational element in sales order management that controls the terms of sale to the customer. Distribution channel Distribution channels can be used to define how different products reach consumers, for example, wholesale. Organizational unit  Organizational units describe the various business units that exist in an enterprise. Often units are loosely defined as functional or regional departments. Position  Positions are the individual employee assignments in the enterprise
Some of the concepts that will be discussed inmore detail in this lesson include: Organizational elements A company´s enterprise structure is mapped to SAP applications using organizational elements. Master data Created centrally and available to all applications and all authorized users, master data also has an organizational aspect because its information is organized into views that are assigned to organizational elements. Transactions Transactions are application programs that execute business processes in the SAP system. Examples include create sales order, change customer master, or display a sales order's list report.
Organizational Structure: Terminology
Master Data  Customer Master  General data  Data for Company Codes  Data for Sales Material Master  Personal Profile  Organizational units Jobs Positions  Persons
Master Data (Personnel Record)
Transactions
Task 1 1. Using the information provided in the table below, display the customer master record.
Task 1 2. Locate the following  general data.
Task 1 3.Locate the following  company code data. 4. Locate the following  sales area data. Hint: You will need to choose the  Company Code Data icon from the application toolbar. Hint: What is the .Recon.account.? The  Reconciliation Account in General Ledger is the account that is updated parallel to the subledger account for normal postings (for example, invoice or payment).
Task 2 Locate various organizational and field-level information contained within the material master record. 1.Using the information provided in the table, display the material master record. Hint: You will be required to enter or select information in several screens before you can access the material record.
Task 2 As a new user, you need to locate the specific  Field information listed in the table below. Confirm the data by entering the information in the  Data column of the table provided. Hint:  The data is located on several tabs. The tab names are provided in the table listed below under the  View column header.
Task 3 Create a sales quotation 1. Using the information provided in the table, create a sales quotation. Record your document number in the table.
Test your Knowledge  1.Organizational elements define a company's enterprise structure within the SAP system for legal or business-related purposes. Determine whether this statement is true or false. □  True □  False 2. Which of the following are examples of organizational elements? Choose the correct answer(s). □  A Company code □  B Client □  C Plant □  D All of the above □  E None of the above
Test your Knowledge  3. Which of the following is a true statement about master data? Choose the correct answer(s). □  A Master data is created centrally and is available to all applications and all authorized users. □  B Master data decreases data redundancy. □  C Master data is organized into views that are assigned to organizational elements. 4. Name the two types of master data discussed in this lesson. Choose the correct answer(s). □  A Plant and customer □  B Material and customer □  C Material and storage location □  D None of the above
Test your Knowledge  5. Which of the following is a true statement about customer master data? Choose the correct answer(s). □  A Customer master data contains key information that defines the business relationship between a company and its customer. □  B Customer master data contains material-specific parameters that support execution of business processes. □  C Customer master data must be created for each company that plans to sell to that customer. □  D None of the above 6. Transactions are application programs that execute business processes in the SAP system. Determine whether this statement is true or false. □  True □  False
Test your Knowledge  7. What is created in the system each time a transaction is executed? Choose the correct answer(s). □  A Report □  B Log □  C Document □  D Inventory

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Sap 20 overview_203_1_

  • 1. System-Wide Concepts Eng. Enrique Martínez A. ULACIT 2011
  • 2. Organizational Elements Client The client is the highest-level element of all organizational elements; it represents the enterprise/headquarters group. Company Code The company code is a legal independent accounting unit representing the central organizational element of financial accounting. The company code also represents the tax law (national) view of the company, the fiscal calendar, the local currency, and the tax reporting requirements. Plant A plant can manufacture product, distribute product, or provide a service. The plant is the central organizational unit of production
  • 3. Organizational Elements Storage location Material stocks in inventory management can be differentiated within one plant according to storage location. Sales organization The sales organization is the central organizational element in sales order management that controls the terms of sale to the customer. Distribution channel Distribution channels can be used to define how different products reach consumers, for example, wholesale. Organizational unit Organizational units describe the various business units that exist in an enterprise. Often units are loosely defined as functional or regional departments. Position Positions are the individual employee assignments in the enterprise
  • 4. Some of the concepts that will be discussed inmore detail in this lesson include: Organizational elements A company´s enterprise structure is mapped to SAP applications using organizational elements. Master data Created centrally and available to all applications and all authorized users, master data also has an organizational aspect because its information is organized into views that are assigned to organizational elements. Transactions Transactions are application programs that execute business processes in the SAP system. Examples include create sales order, change customer master, or display a sales order's list report.
  • 6. Master Data Customer Master General data Data for Company Codes Data for Sales Material Master Personal Profile Organizational units Jobs Positions Persons
  • 9. Task 1 1. Using the information provided in the table below, display the customer master record.
  • 10. Task 1 2. Locate the following general data.
  • 11. Task 1 3.Locate the following company code data. 4. Locate the following sales area data. Hint: You will need to choose the Company Code Data icon from the application toolbar. Hint: What is the .Recon.account.? The Reconciliation Account in General Ledger is the account that is updated parallel to the subledger account for normal postings (for example, invoice or payment).
  • 12. Task 2 Locate various organizational and field-level information contained within the material master record. 1.Using the information provided in the table, display the material master record. Hint: You will be required to enter or select information in several screens before you can access the material record.
  • 13. Task 2 As a new user, you need to locate the specific Field information listed in the table below. Confirm the data by entering the information in the Data column of the table provided. Hint: The data is located on several tabs. The tab names are provided in the table listed below under the View column header.
  • 14. Task 3 Create a sales quotation 1. Using the information provided in the table, create a sales quotation. Record your document number in the table.
  • 15. Test your Knowledge 1.Organizational elements define a company's enterprise structure within the SAP system for legal or business-related purposes. Determine whether this statement is true or false. □ True □ False 2. Which of the following are examples of organizational elements? Choose the correct answer(s). □ A Company code □ B Client □ C Plant □ D All of the above □ E None of the above
  • 16. Test your Knowledge 3. Which of the following is a true statement about master data? Choose the correct answer(s). □ A Master data is created centrally and is available to all applications and all authorized users. □ B Master data decreases data redundancy. □ C Master data is organized into views that are assigned to organizational elements. 4. Name the two types of master data discussed in this lesson. Choose the correct answer(s). □ A Plant and customer □ B Material and customer □ C Material and storage location □ D None of the above
  • 17. Test your Knowledge 5. Which of the following is a true statement about customer master data? Choose the correct answer(s). □ A Customer master data contains key information that defines the business relationship between a company and its customer. □ B Customer master data contains material-specific parameters that support execution of business processes. □ C Customer master data must be created for each company that plans to sell to that customer. □ D None of the above 6. Transactions are application programs that execute business processes in the SAP system. Determine whether this statement is true or false. □ True □ False
  • 18. Test your Knowledge 7. What is created in the system each time a transaction is executed? Choose the correct answer(s). □ A Report □ B Log □ C Document □ D Inventory