SAP Sales and Distribution Case Study

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CASE STUDY

Product

S/4HANA 1809 Global Bike Fiori

Level

Beginner

Focus

Sales and Distribution

Authors

Bret Wagner Stefan Weidner

Version

3.3

Last Update

May 2019

MOTIVATION

The data entry requirements in the sales & distribution exercises (SD 1 through SD 5) were minimized because much of the data was stored in the SAP system. This stored data, known as master data, simplifies the processing of business transactions. In the sales order process, we used master data for customers, materials (the products we sold) and pricing to simplify the sales order process. In this case study, we will create the master data for a new customer.

PREREQUISITES

Before you use this case study, you should be familiar with navigation in the SAP system. In order to successfully work through this case study, it is not necessary to have finished the SD exercises (SD 1 through SD 5). However, it is recommended.

NOTES

This case study uses the Global Bike (GBI) data set, which has exclusively been created for SAP UA global curricula.

Sales and Distribution (SD)

This case study explains an integrated sales and distribution process in

detail and thus fosters a thorough understanding of each process step and

underlying SAP functionality.

CASE STUDY

Process Overview

Learning Objective Understand and perform an integrated order-to-cash

cycle.

Scenario In order to process a complete order-to-cash process you will take

on different roles within the GBI company, e.g. sales agent, warehouse

worker, accounting clerk. Overall, you will be working in the Sales and

Distribution (SD), the Materials Management (MM) and the Financial

Accounting (FI) departments.

Employees involved David Lopez (East Rep. Miami)

Maria Diaz (Sales Person 1)

Matthias Dosch (Sales Person 2)

Sandeep Das (Warehouse Supervisor)

Sergey Petrov (Warehouse Employee)

Stephanie Bernard (Billing Clerk)

Jamie Shamblin (Cost Accountant)

Time 120 min

You start the sales order process by creating a new business partner (BP) with the role customer

(The Bike Zone) in Orlando. Then, you receive an inquiry which you will process into a

quotation. Once the quotation is accepted by the customer you create a sales order referencing the

quotation. As you will have enough bikes in stock, you deliver the products sold to your

customer, create an invoice and receive the payment.

The graphic below displays the complete process (17 tasks).

CASE STUDY

Table of Contents

Process Overview .............................................................................................................. 2

Step 1: Create New Customer ............................................................................................ 5

Step 2: Create Contact Person for Customer .................................................................... 14

Step 3: Create BP relationship ......................................................................................... 16

Step 4: Create Customer Inquiry ...................................................................................... 20

Step 5: Create Customer Quotation.................................................................................. 26

Step 6: Create Sales Order Referencing a Quotation ........................................................ 33

Step 7: Check Stock Status .............................................................................................. 37

Step 8: Display Sales Order ............................................................................................. 40

Step 9: Start Delivery Process ......................................................................................... 44

Step 10: Check Stock Status ............................................................................................ 46

Step 11: Check Outbound Delivery Status ....................................................................... 48

Step 12: Post Goods Issue ............................................................................................... 51

Step 13: Check Stock Status ............................................................................................ 53

Step 14: Create Invoice for Customer .............................................................................. 56

Step 15: Display Billing Document and Customer Invoice .............................................. 58

Step 16: Post Receipt of Customer Payment .................................................................... 60

Step 17: Review Document Flow .................................................................................... 63

Learning Snacks .............................................................................................................. 65

CASE STUDY

SD Challenge .................................................................................................................. 67

CASE STUDY

Step 1: Create New Customer

Task Create a new customer.

Short Description Use the SAP Fiori Launchpad to create a new customer.

Name (Position) David Lopez (East Rep. Miami)

Time 15 min

In this case study, we will create the master data for a new customer. Two

types of customer data are stored about a customer – sales data and

accounting data. The customer master data is created in three groups, or

views – general, accounting, and sales. Customers can be created centrally,

meaning that all views are generated concurrently, or responsibility can be

distributed so that different personnel in the accounting and sales areas are

responsible for creating and maintaining the data in their respective views.

For this exercise, central creation will be used to enter all of the needed data

to define a new customer.

To create a new customer, use the app Maintain Business Partner.

Fiori App

In the Maintain Business Partner screen choose .

Organization

Note: The business partner is created superordinate and assigned roles (for

example customer, vendor). The different roles are created at specific

organizational levels (company code, sales area).

Business partners can be categorized as a person, group, or organization, as

follows:

 An organization represents units, such as a company (for example, a legal person), parts of a legal entity (for example, a department) or an

association. Organization is an umbrella term to map every kind of

situation in the day-to-day business activities.

 A group represents a shared living arrangement, a married couple, or

an executive board.

CASE STUDY

In the Create Organization screen select in the drop-down menu for Create in

BP role the Business Partner FI Customer. In the pop-up Change to another

BP role in create mode choose .

FI Customer

In the Create Organization: Role FI Customer screen make sure, that for the

field Create in BP Role FI Customer (New) is selected.

Enter Company for Title, The Bike Zone for Name and your number (###)

for Search Term. Further enter 2144 N Orange Ave for Street, 32804 for

Postal Code, Orlando for City, US for Country and FL for Region.

Select English for Language.

Company

The Bike Zone

### 2144 N Orange Ave

32804

Orlando US, FL English

CASE STUDY

Then click on the expand icon (on the right of Standard Address) to

access additional street address fields.

Scroll down and click on the search icon next to the Transportation Zone

field or click into the field Transportation Zone and press the F4 key. This

will produce the following pop-up window.

CASE STUDY

Double-click on Region East to select it.

Region East

Note: In the general role of the business partner (BP), the business partner

name and address is entered. The general role data is relevant for sales and

distribution and for accounting. To avoid data redundancy, it is stored

centrally (client-specific). It is valid for all organizational units within a

client.

Clicking on will produce the following screen. There Enter

US00 for Company Code and confirm with Enter.

Note: Depending on the size of your browser window, you may not see the

company code. In this case you will find it under More ► Company code

or press Ctrl + F2.

CASE STUDY

In the tab Customer: Account Management enter 110000 for Reconciliation

acct. and 001 for Sort key.

110000 001

Then click on the tab Customer: Payment Transactions and enter 0001 for

Payment Terms. Confirm with Enter.

0001

In the drop down menu on the top Create in BP role choose Customer.

CASE STUDY

In the pop-up Change to another BP role in create mode choose

You will receive the message, that you created a Business partner. Now you

want to add additional information in the BP role Customer.

Click on and enter UE00 for Sales Org., WH for

Distr. Channel and BI for Division. Confirm with Enter.

UE00

WH BI

CASE STUDY

Enter US0003 for Sales District, USD as Currency, 01 for Price Group and

1 for Customer Stats.Group.

US0003 USD

Then click on the tab Shipping. Enter 02 for Delivery Priority, 01 for Shipping

Conditions, MI00 for Delivering Plant and 3 for Max.Part.Deliveries.

Check with the screen below.

02 01

MI00 3

CASE STUDY

Navigate to the tab Billing and enter FOB for Incoterms and Miami for

Incoterms Location, 0001 for Payment Terms, 01 for Acct Assmt Grp Cust.

and 0 for all three Tax classific.

Check with the screen below

FOB Miami 0001

CASE STUDY

Click on to save your new customer data. The SAP-System creates a

unique customer number.

Choose again FI Customer (defined) in the drop-down menu Change in BP

role. If necessary, choose the button

FI Customer (defined)

Note: You have created a customer with a unique number. And for this

customer you have also created a unique Business partner number. With the

Business partner number, you can assign your customer more roles.

Business partner number:

______________

Customer number: ______________

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 2: Create Contact Person for Customer

Task Create a contact person for a customer.

Short Description Use the SAP Fiori Launchpad to create a contact person.

Name (Position) Maria Diaz (Sales Person 1)

Time 10 min

Now that we have created the master data for our new customer, The Bike

Zone, we can create the master data for a contact person. A contact person is

an employee/representative of the new customer’s company. The contact

person defines a specific person to communicate with when dealing with The

Bike Zone.

To create a contact person, use again the app Maintain Business Partner.

Fiori App

In the Create Business Partner screen choose .

Person

In the drop down menu Create in BP role choose Contact Person. In the pop-

up Change to another BP role in create mode choose .

Enter a Title, first name and last name of your choice. Enter ### as Search

Term. Further enter EN for Correspondence lang. and US for country.

Check with the screen below and click on the button .

Contact Person

Title

First name Last name

###

EN US

CASE STUDY



Your contact person will be given a unique number.

Contact person number: ______________

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 3: Create BP relationship

Task Create BP relationship.

Short Description Use the SAP Fiori Launchpad to create a Busines Partner

relationship.

Name (Position) Maria Diaz (Sales Person 1)

Time 5 min

The contact person created for The Bike Zone needs to be assigned as a

business partner within the customer master.

To assign your new customer with the contact person you created in the step

before, use the app Create BP relationship.

Fiori App

In the field Relationship Category use the F4 help. Select there Has Contact

Person.

Has Contact Person

Confirm with .

CASE STUDY

In the field Business Partner 1 search for your Customer you created in the

first step. Use therefore the F4 help. Navigate to the Partner, General tab.

Enter for Name1/last name The Bike Zone and in the Search term 1 field

your three digital numbers ### and confirm with Enter or .

The Bike Zone ###

You will get the following overview.

Select your entry and confirm with .

Back in the Create BP relationship: Initial screen choose again the F4 help

in the field Business partner 2.

In the tab Partners, General enter your three digital numbers and the last

name of your contact person. Choose .

###

Last name contact

person

Select your line and choose .

CASE STUDY

Back in the Create BP Relationship: Initial Screen enter for Valid from

01/01/current year to 12/31/9999 and click on .

01/01/current year

12/31/9999

In the following screen enter 1 for VIP (management), 0002 for Department

(Purchasing) and 0002 for Function (Purchasing Manager). Choose .

1 0002 0002

In the tab Sales and Distribution Data choose again .

CASE STUDY

In the pop up choose Yes to save your entries. You will get the following

success message.

Choose Save.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 4: Create Customer Inquiry

Task Create a customer inquiry.

Short Description Use the SAP Launchpad to create a customer inquiry.

Name (Position) Matthias Dosch (Sales Person 2)

Time 10 min

Now we will enter an inquiry from our new customer, The Bike Zone. An

inquiry is a customer’s request to be provided with sales information without

obligation. An inquiry can relate to materials or services, conditions, and if

necessary delivery dates.

To create an inquiry, use the app Create Inquiry.

Fiori App

This will produce the following screen.

CASE STUDY

Enter the following information: IN for Inquiry Type, UE00 for Sales

Organization, WH for Distribution Channel and BI for Division. Then click

on . This will produce the following screen.

UE00

WH BI

Click on the Sold-To Party field, then click on the search icon , which will

bring up the following search screen.

Because you have defined a search term when we created our new customer,

we can now use it to find your The Bike Zone.

Click on the Customers (general) tab, enter ### for search term and Orlando

for City. Then, click on . This will produce the new customer.

### Orlando

Double-click on The Bike Zone to select it. Fill in the same number for the

Ship-To Party.

Enter ### for Cust. Reference, today’s date for the Customer Reference

Date (F4, then Enter), today’s date for the Valid from date (F4, then Enter)

### today’s date

one month from today

CASE STUDY

and a date one month from today for the Valid to date (F4, then select the

date).

The Bike Zone wants prices on two products – the Deluxe Touring Bike

(black) and the Professional Touring Bike (black). To find these products,

we need to use the search function. Click on the material field in the first

item line, then click on the search icon . Make sure you are on the Sales

material by description tab. You can find them by using .

On the Sales material by description tab, enter Sales Organization UE00,

Distribution Channel WH and Material *### (e.g. *005 if your number is

005). Then click on to get the list of bicycles.

UE00

WH *###

CASE STUDY

Double-click on the Deluxe Touring Bike (black) to select it and enter an

order quantity of 5 pieces.

DXTR1###

Repeat the process to enter a quantity of 2 of the Professional Touring Bike

(black). Choose Enter to determine the price for this order.

PRTR1###

The total price for these 7 bikes to The Bike Zone is $21,400.00, which is

given by the net value. The Expected Order Value ($6,420.00) is a calculated

value which takes the net value of the order and multiplies it by the

probability of having an inquiry from this customer turn into an actual order.

Select both items and choose Item conditions . There choose the tab

Sales A.

CASE STUDY

The order probability of 30% is the default value for Global Bike Inc. for

inquiry documents. The expected order value is 0.30 x $21,400.00 =

$6,420.00. We can change the order probability for an inquiry, which makes

sense as different customer inquiries would have different probabilities of

becoming an actual sales order.

Change the Order Probabilities to 70% , then choose

Next Item to get to PRTR1###. There change the Order Probabilities to

70% again. to update the inquiry and note the new Expect.ord.val of

$14,980.00.

Furthermore, you can check the availability of your material. Therefore,

select your item and click on Display

availability . Choose to go back to the overview screen.

CASE STUDY

How many bikes of you PRTR1### are available?

_____________________

Click on to save the inquiry. The SAP system will assign a unique

number to the inquiry.

Inquiry number:

______________

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 5: Create Customer Quotation

Task Create a customer quotation.

Short Description Use the SAP Launchpad to create a customer quotation.

Name (Position) David Lopez (East Rep. Miami)

Time 10 min

An inquiry presents the terms (price, delivery schedule) to a customer

considering a purchase. A quotation is similar, except that it is a legally

binding offer for delivering the requested product or services.

The Bike Zone would like a firm quote for the items in the inquiry created

before. We can do this easily by copying the details from the inquiry into the

new quotation.

To do this, use the app Manage Sales Quotations.

Fiori App

Click on .

Enter QT for Quotation Type, then click on Create with Reference

. This will produce the following screen.

CASE STUDY

Make sure the Inquiry tab is selected, click on the Inquiry field, then on the

search icon . This will produce the following search window.

In the Sales document according to customer PO number tab, enter your

Purchase Order No. (###), then click on . This will produce a list with

the inquiry for The Bike Zone.

###

CASE STUDY

Double-click on the inquiry to select it, and the inquiry number will be

copied in the Create with Reference window.

Click on the button to copy information from the inquiry into the

quotation screen.

CASE STUDY

Enter ### as Customer Reference number again, today’s date for the

Customer Ref. Date, a date one month from today for the Valid to date, and

a date one month from today for the Required Delivery date. Then choose

Enter, which will produce the following warning.

### today’s date

one month from today

If the warning shows up in a pop up close the warning message. Again,

choose Enter. This will produce an information message.

Click on Continue to acknowledge this information.

To encourage The Bike Zone to become a loyal customer, you have been

authorized to give a $50.00 discount on each Deluxe Touring bike, as well as

a 5% discount on the entire order.

To add the $50.00, select the Deluxe Touring bike line in the order, then

click on the Item conditions icon . You will get a screen that shows the

pricing details for your Deluxe Touring Bike.

CASE STUDY

Note: The condition master data includes prices, surcharges, and discounts,

freights, and taxes.You can define condition master data (condition records)

to be dependent on various data. You can, for example, maintain a material

price customer-specifically. In SAP, pricing is done using conditions. The

pricing procedure defines which condition types are to be used to calculate

the final price. Condition type PR00 is a gross price condition.

To add a discount, we can add condition type K004 (material discount) with

an amount of 50 to the pricing procedure.

K004 50

After confirming with Enter, a new price for the 5 Deluxe Touring bikes

will be calculated.

CASE STUDY

Note that the discount is now applied to the order. Click on the back icon

to return to the main quotation screen.

To apply a 5% discount to the entire order, follow the pull-down menu path:

More ► Go to ► Header ► Conditions

To apply the 5% discount, enter CnTy (condition type) RA00 (Net Discount)

with an amount of 5, then choose Enter. Note that the price does not yet

include the 5% discount.

RA00 5

CASE STUDY

To include the 5% discount, click on the activate icon .

The 5% discount is now applied. Note that it is applied to the price after the

$50 discount per Deluxe Touring bike.

What is the difference between the first and the second discount regarding

the DXTR1### and PRTR1###?

____________________________________________________

Click on to save the new quotation.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 6: Create Sales Order Referencing a Quotation

Task Create a sales order with reference to a quotation.

Short Description Use the SAP Fiori Launchpad to create a sales order.

Name (Position) David Lopez (East Rep. Miami)

Time 10 min

The Bike Zone has agreed to the terms and conditions in the quotation and

wants to order the bikes in the quotation. As a result, we can simplify the

order creation process by copying the quotation into a sales order.

To create a sales order, use the app Manage Sales Order.

The app Manage Sales Order is a dynamic app. In this case, the app shows a

3. That means that GBI has three different sales orders. The number you see

depends on the tasks you and your class have created previously.

Fiori App

In the screen Manage Sales Orders you can display all Sales Orders from

Global Bike. Therefore, just choose .

We want to create a new sales order. Therefore, click on the button

CASE STUDY

Enter Order Type OR. The other fields do not necessarily need to be filled.

Then, click on the icon. This will produce the

following pop-up search window.

Make sure that the Quotation tab is selected, click on the Quotation field,

then on the search icon .

On the following search window, make sure you select the Sales document

according to customer PO number tab, enter ### for Purchase Order

Number, then click on .

###

CASE STUDY

After double-clicking on the quotation, the number for the quotation will be

entered into the Create with Reference window.

With the Quotation number entered, click on the icon to copy the

information from the quotation into the sales order screen.

Enter ### for Cust. Reference and today’s date (F4, then Enter) for the Cust.

Ref.Date. Note that the Req.deliv.date is copied from the quotation. Click on

to save the sales order. The SAP system will assign a sales order

number.

###

today’s date

CASE STUDY

Click on the home icon to return to the Fiori Launchpad overview.

Back in the Fiori Launchpad look hat the Manage Sales Orders app. You will

see, that you have now one more sales order.

CASE STUDY

Step 7: Check Stock Status

Task Check the inventory.

Short Description Use the SAP Launchpad to check the stock status.

Name (Position) David Lopez (East Rep. Miami)

Time 5 min

We can check on the inventory level of the bikes in the sales order for The

Bike Zone. To do this, use the app Display Stock Overview.

Fiori App

To find the material number for your bikes, click on the Material field, then

click on the search icon .

Select the tab Sales material by description. Enter UE00 for Sales

Organization, WH for Distribution Channel and Material *### (e.g. *002 if

your number is 002). Then click the enter icon to find the list of

materials.

UE00 WH

*###

CASE STUDY

Double-click on the Deluxe Touring Bike (black) to select it.

With the material number entered from the search list, enter MI00 for Plant.

Then click on the execute icon to look at the stock level.

MI00

This report gives stock levels for the DC in Miami.

You can get more detail on the stock of black Deluxe Touring bikes. Select

the Miami DC, then click on the icon. This will give

you very specific information about the inventory of black Deluxe Touring

bikes.

CASE STUDY

Note the 5 bikes that are part of the sales order. Click on the enter icon to

close the Detailed Display window, then click on the back icon to return

to the main screen.

Use the search function to enter the material number for the Professional

Touring bike (black). Click on the execute icon and review the

stock level for this bike.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 8: Display Sales Order

Task Display a sales order.

Short Description Use the SAP Launchpad to display a sales order.

Name (Position) Sandeep Das (Warehouse Supervisor)

Time 10 min

With relatively little user input, the sales order for The Bike Zone has been

created. The Display Sales Order transaction provides the opportunity to

review the order in detail.

To display a sales order, use the app List Sales Order.

Fiori App

This will produce the following screen.

CASE STUDY

In the field Sold-To Party use the F4-Help to find your Customer and enter

### in the field Customer Reference. Afterwards click on .

Customer number

###

After double-clicking on your sales order number (Sales document column),

this view should be produced.

Select the Professional Touring bike line item, then click on the display

availability icon to explore the stock for this item in detail.

This screen shows how many bikes we have in stock and the order we are

displaying will use 2 of these.

CASE STUDY

Note Your numbers may be different.

Choosing More  Scope of check will produce the following window.

This screen displays the elements considered when performing the

availability check. For example, Incl. purchase orders is selected, which

means that a purchase order will be considered as available stock from its

receipt date onward.

Click on , then click on the back icon to return to the overview

screen.

CASE STUDY

After selecting the Deluxe Touring bike line and clicking on the item

conditions icon , the following screen will be displayed.

The details of the price calculation for the Deluxe Touring bike are

displayed. Note the two discounts that were manually applied to this line

item.

What is the Internal price of your bike DXTR1####?

_________________________

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 9: Start Delivery Process

Task Start the delivery process.

Short Description Use the SAP Launchpad to start the delivery process.

Name (Position) Sergey Petrov (Warehouse Employee)

Time 5 min

To start the process that will fulfill The Bike Zone’s order, we need to create

a delivery document. To do this, use the app Create Outbound Deliveries.

Fiori App

This will produce the following screen.

Note: You trigger shipping activities by creating deliveries. The responsible

organizational unit for creating deliveries is the shipping point. The shipping

point can be a loading ramp, a mail depot, or a rail depot. It can also be, for

example, a group of employees responsible (only) for organizing urgent

deliveries.

Use the F4 help in the field Ship-To Party .

Enter Orlando in City field, US in Country field and choose . Scroll

down until you find your customer. Select your customer The Bike Zone

with the right customer number and click on .

*### US

CASE STUDY

In the pull-down menu Planned Creation Date choose Date Range for Time

Period and 01/01/current year to 12/31/current year and click on .

All

This will produce the following screen.

Select the Sales Document and click on .

You will see that the sales document is not available anymore.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 10: Check Stock Status

Task Check the inventory.

Short Description Use the SAP Launchpad to check the stock status.

Name (Position) Sergey Petrov (Warehouse Employee)

Time 5 min

To check on the inventory for the bikes in the sales order for The Bike Zone,

use the app, Display Stock Overview.

Menu path

This will produce the following screen.

If the Material and Plant fields are not automatically filled in, click on the

Material field, then click on the search icon . Use the Sales material by

description tab with UE00 for Sales Organization, WH for Distribution

Channel and *### for Material. Pick the black Deluxe Touring bike. Then,

enter MI00 in the Plant field.

UE00 WH

*###

MI00

When the Material and the Plant field are correctly filled (compare with the

screenshot above), click on the execute icon . This will produce the

following screen.

CASE STUDY

Select the Miami DC, then click on the icon.

Note that the 5 bikes for The Bike Zone order are now showed as Schd. for

delivery. Click on the enter icon to close the Detailed Display window.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 11: Check Outbound Delivery Status

Task Check the outbound delivery status.

Short Description Use the SAP Launchpad to check the outbound delivery

status.

Name (Position) Sergey Petrov (Warehouse Employee)

Time 5 min

To check the outbound delivery status for the sales order from The Bike

Zone, use the app Outbound Deliveries.

Fiori App

Choose .

In the pop-up Adapt Filters change the Overall Status to All. Click on

, choose the Filter Created by and click on . Enter in

the new Field your Name and click on .

You can see different Deliveries. Please note, that your screen may show

more Deliveries.

You can check the status of your delivery. For further information, click on

CASE STUDY

In the field Picking Quantity enter 5 for your material DXTR1### and 2 for

your material PRTR1###.

Note: Picking is the process of preparing or providing goods for delivery to

the customer with special attention paid to dates, quantity and quality.

Click on next to your Deluxe Touring Bike. In the screen delivery Item 1

of 2 enter FG00 (Finished Goods) for the Storage Location. Confirm with

FG00

CASE STUDY

Repeat the steps for your material PRTR1###. Back in the screen Pick

Outbound Delivery click on .

FG00

You should get the following message.

Now, the system will be ready to book the goods issue.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 12: Post Goods Issue

Task Post a goods issue.

Short Description Use the SAP Launchpad to post a goods issue.

Name (Position) Sandeep Das (Warehouse Supervisor)

Time 5 min

To post the goods issue (change the possession of the material from GBI to The

Bike Zone), use the app Outbound Deliveries.

Fiori App

This will produce the following screen.

In the Overall Status field choose All. To see only your deliveries click on

and then . There you have to select Created by

and confirm your selection with . In the field of the newly created filter enter

your user-name and press Enter.

Select your delivery.

*###

Orlando

Press .

In the pop-up Goods Issue enter today as actual GI date for the selected delivery

and press .

today

CASE STUDY

You will receive the following message: .

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 13: Check Stock Status

Task Check the inventory.

Short Description Use the SAP Launchpad to check the stock status.

Name (Position) Sandeep Das (Warehouse Supervisor)

Time 5 min

To see the impact that the goods issue for the bikes in the sales order for The

Bike Zone has had on the inventory position of GBI, use the app Display

Stock Overview.

Fiori App

This will produce the Stock Overview: Company Code/Plant/Storage

Location/Batch screen.

Click on the Material field, then click on the search icon . Use the Sales

material by description tab with UE00 for Sales Organization, WH for

Distribution Channel and *### for Material. Pick the black Deluxe Touring

bike. Then, enter MI00 in the Plant field.

UE00 WH

*###

MI00

When the Material and the Plant field are correctly filled (compare with the

screenshot above), click on . This will produce the following

screen.

CASE STUDY

Note that the available inventory has changed. Select the Miami DC, then

click on the icon.

CASE STUDY

The inventory is reduced from before by the amount that used to appear as

Schd. for delivery. Click on the enter icon to close the window.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 14: Create Invoice for Customer

Task Create a billing document for a customer.

Short Description Use the SAP Launchpad to create a customer billing

document.

Name (Position) Stephanie Bernard (Billing Clerk)

Time 10 min

With the delivery complete, the customer can be invoiced. To do this, use the

app Create Billing Documents VF01.

Fiori App

In the Create Billing Document View you see that the List is empty.

Click on to find your Sales Document.

CASE STUDY

In the following screen Maintain Billing Due List select todays date for

Billing Date From. In the Sold-To Party find your customer. Then click on

Today’s date

Customer number

Make sure your customer is selected and click on

You get an overview of your Billing Items. Make sure your two Bikes are

listed.

Click on then on the home icon to return to the Fiori Launchpad

overview.

CASE STUDY

Step 15: Display Billing Document and Customer Invoice

Task Display a billing document and a customer invoice.

Short Description Use the SAP Launchpad to display a billing

document/customer invoice.

Name (Position) Stephanie Bernard (Billing Clerk)

Time 5 min

The invoice that will be sent to The Bike Zone can be viewed by using the

app Display Billing Document.

Fiori App

This will produce the following screen.

If the billing document number is not entered automatically, you can find it

with the F4 help. Extend the tab Restrictions. Enter there your Sold-to party

and press Enter.

Double click at your Billing Document Number.

F4 Sold-to party

If you don’t know your Sold-to party number, go back to the Fiori

Launchpad and open the App Display Customer Balances. Use the F4 Help

in the Customer field. In the pop-up enter Orlando as City and *### as

Fiori App

F4 Orlando

*###

CASE STUDY

Search term and click on . Write down your Sold-to party number and

restart this step.

Back in the Display Billing Document press .

To review the accounting implications of this sale, click on the

icon. This will produce the following screen.

Review the accounting postings due to this sales order.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 16: Post Receipt of Customer Payment

Task Post a customer payment receipt.

Short Description Use the SAP Launchpad to post a customer payment

receipt.

Name (Position) Jamie Shamblin (Cost Accountant)

Time 10 min

After The Bike Zone mails its payment, it needs to be recorded. To do this,

use the app Post Incoming Payments.

Fiori App

This will produce the following screen.

Enter US00 for Company Code, the current date for the Posting and Journal

Entry Date as well as for the Value Date. In the pull-down menu Journal

Entry Type select DZ, the current period for Period. Enter 100000 G/L Account, $20,092.50 and USD for Amount/Currency.

US00, current date, current date, DZ, current

period, 100000,

20.092,50, USD

Under Open Item Selection, select in the Account Type/ Account ID field

Customer and use the F4 help to find your customer number.

Customer

As The Bike Zone was created with the data set number (###) as a search

term, you can use this and the City Orlando to find your Bike Zone

customer.

### Orlando

Compare your screen with the screenshot below and press .

CASE STUDY

In the list of Open Items click on the button.

The screen shows you a 0.00 balance (in the right corner).

Then click on the icon to post the payment. The system will assign a

document number automatically.

Click on .

CASE STUDY

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Step 17: Review Document Flow

Task Review the document flow.

Short Description Use the SAP Launchpad to review the document flow.

Name (Position) David Lopez (East Rep. Miami)

Time 5 min

The document flow tool links all documents that were used in The Bike

Zone’s sales order. Again, there are many ways to access the document flow

tool. One way is to start by displaying all material documents.

To display the document flow, use the app Material Documents Overview.

Fiori App

In the Material Documents Overview screen enter MI00 for Plant,

DXTR1### and PRTR1### as Material and as Posting Date 01.10.2016-

today. Compare your screen with the screenshot below and press .

MI00

DXTR1###, PRTR1###

01.10.2016-today

You will get an overview of the items.

CASE STUDY

Click in the row from the Deluxe Touring Bike, to get more information

about the material document.

In the following screen click on .

The document flow for The Bike Zone will look like the following.

Click on the home icon to return to the Fiori Launchpad overview.

CASE STUDY

Learning Snacks

In order to test and consolidate your knowledge use the app Learning Snack

SD.

Fiori App

You see all the snacks for the individual case studies. Select the Snack SD

English and answer all fifteen questions.

Learning Snack

Hint:

If you do not see any Apps, you need to change the language on the page

Learning Snacks. Therefore click on the current language right next to

change language and choose English.

CASE STUDY

When you have answered all the questions you will receive a success

message and your placement.

CASE STUDY

SD Challenge

Learning Objective Understand and perform an integrated order-to-cash-

process.

Time 75 min

Motivation Having successfully completed the case study Sales and Distribution, you should be able

to perform the following task independently.

Scenario Your customer The Bike Zone wishes to profit from your new initiative, which promises one free off-road helmet for each mountain bike ordered. A single item can be marked as a Free of

Charge Item (Item Category - TANN) within the Item detail view of a standard order. Please note that

off-road helmets belong to a different division. Notice that you thus need to expand the rights of your

customer The Bike Zone to the effect that the company can release cross-division orders for the

divisions accessories and cross-division. Subsequently, please sell five mountain bikes for men and

five mountain bikes for women to The Bike Zone. Since The Bike Zone is a long-term customer, the

company gets $50 discount on each ordered mountain bike and an additional discount of 3% off the

gross price for the complete purchase.

Task Information Since this task is based on the case study Sales and Distribution, you are allowed to use it for support. It is however recommended to solve this advanced task without support to test

the newly gained knowledge. Perform a complete order-to-cash-process including the incoming

payment of your customer