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SD PROCESS

Sales and Distribution Cycle

Billing

Transportation
Deliver
y

Inquir
y
Quotatio
n

SD

Sales
Order

BUSINESS PARTNER
FUNCTIONS

Sold-to party
Ship-to party

Payer
Bill-to party
Invoice

Invoice

MASTER DATA

Customer
Master Data

Vendor Master
Data

Mateial
Master Data

REFERENCING IN SALES

Inquiry
Item Material Qty
10 TGD01 4

Status: fully referenced

Quotation

Order

Item Material Qty


10 TGD01 3

Item Material Qty


10 TGD01 2

Status: partially referenced

As soon as a quotation is placed, referencing an inquiry, it is


considered fully referenced
A quotation can be referenced until the total quantity or validity date
has been reached

SHIPPING PROCESS

Order
Lines

Reprint pick list


option for o/s qty

Create
Delivery
Note

Pick
Delivery
Note

Amend
Delivery
Note

Stock
Movements
Billing

Post Goods
issue

Output
Delivery
Note

BILLING PROCESS

Sales order
lines

Delivery note
lines

Option to combine these


stages (by doc. type),
to bypass
approval/amendment
activities

Raise &
Amend
Invoice

Approve
Invoice &
Release to
Accounting

Accounting

Output to
Bill-to
Party

EFFECTS OF BILLING

Invoice
Document

Invoice Document
Dispatched
Invoice
No. 56

Billing

Accounting
Document

General Ledger Account


Postings
Revenue
CR

Debtors
DR

Integration of the SD Cycle


MATERIAL

CUSTOMER

PRICING

Create
CreateSales
SalesOrder
Order
SD
SD
Create
CreateDelivery
DeliveryNote
Note
SD
SD
Picking
Picking&&Goods
GoodsIssue
Issue
SD/WM
SD/WM
Create
CreateBilling
BillingDocument
Document
SD
SD
Receive
ReceivePayment
Payment
FI
A/R
FI - A/R

Pre-requisite
Master Data
Process
ProcessInquiry/Quotation
Inquiry/Quotation
SD
SD

Delivery
Note

Delivery

SD DOCUMENT STRUCTURE

Header data

Item data

General data that applies


to the whole of the
document
Data that applies
to a specific item

OTHER SALES ORDER TYPES - EGS


Credit and debit memos
Can be created with or without reference
CR - Credit memo request
DR - Debit memo request

Order creation - important information


Sold to Party
Order reason
Material & quantity

Billing block set automatically for both credit


& debit memo requests

OTHER SALES ORDER TYPES - EGS

Returns

Used to process goods delivered to a


customer which need to be returned, i.e.
goods damaged in transit that need
inspecting before credit can be raised
Sales Order type = RE
Order Reason required
The goods issue created from a returns
delivery note updates the stock

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