Enterprise wide information systems - configuring sap. Learn more at http://www.sapficotraining.com/.

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 HierarchiesCreate 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
InformationYou 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 !