Sales v1 Flashcards
Sequenz Order2Cash
Create Sales Order Check Credit Limit Check Inventory Availability Confirm Order Trigger Procurement / Request goods from Warehouse Create Delivery Create Delivery List Pick Goods Pack Goods Issue Goods Send Invoice Receive Payment
Organizational Levels in Sales
Client Conpany Code Sales Organization Plant Storage Location Distribution Channel Sales Area Division Credit Control Area
Business Partner Master Data (Sales)
General Data - Address - Communication Data - Unloading Point Company Code Data - Bank Data - Insurance Data - Reminder Data Sales Area Data - Pricing Data - Delivery Data - Shipping Conditions
Welche Shipping Conditions gibt es?
Prices Discounts Surcharges Freights Taxes
RFQ
Created and sent by customer without obligation
Quotation
Created and sent by supplier
RFQ content
Prices Availability Quality Conditions Quantities Dates Texts
Quotation content
price
delivery date
What can trigger a sales order?
Contact with customer
Quotation
Contract or scheduling agreement
Content of a sales Order (header)
Order Date
Customer Data
Total Price
Texts
Content of a sales Order (item data)
Product/ service number and description Quantities Price, discounts Delivery Date Other price conditions texts
Content of a sales order (deliver schedule lines)
Quantities and dates for an item
Features and Functions for a sales order process
Dynamic product proposal Material listing and exclusion cross selling free goods material determination (substitution) availability check pricing determination of route and shipping point credit limit check requirement transfer to mrp
Welches Dokument wird zu Anfang des Delivery Prozesses erstellt?
Outbound delivery document
Welche drei Lieferarten an Kunden gibt es?
Collection of Customer Orders
Partial Delivery
Complete Delivery
Creation of Outbound Delivery
Is delivery allowed? Availability checked and confirmed weight and volume of delivery calculated route is determined Information relevant for export is added Picking location is assigned Batch is determined Inspection Lot for QM is created Customer order is updated
Picking
Quantities are defined by delivery document
Storage Locations are determined automatically
Serial Number and batch number assignment is supported
Picking is integrated with warehouse management
Packing
Determination of allowed packaging material for a product is supported
Packing into Handling Units
Control weight and volume
Goods Issue: Which four influences does it trigger?
Change of legal ownership
Stock Quantities Reduced
Postings for GL accounts triggered
Completes shipping
On which documents can an invoice be based?
Sales order
outbound delivery
Payment: which functions does an ERP have?
Assignment of invoices to payment
handling of differences between invoices and payment
What completes the order to cash process?
payment
Welchen Sales Force Support bietet S4/HANA Enterprise Managemen?
Sales Lead Mgmt.
Opportunity Mgmt.
Activity Mgmt.
Account and Contact Mgmt.
Sales Lead management
Collects any potential sales information at the beginning phase of a sales pipeline
Opportunity Management
Records recognized sales possibilities and tracks the progress across the sales cycle
Activity mgmt
Plan, track and organize sales activities throughout the entire customer relationship life cycle
account and contact management
delivers sales force a holistic view of each customer with identified key contact and account data
Was bietet S/4HANA im order and contract management
Sales Master Data Management Pricing Management Sales Contract Management Sales/Solution Quotation Management Sales Order management and processing Business solution portfolio sales & solution billing sales monitoring and analytics sales rebates management & commissions management claims, returns and refunds management
Übersicht Order 2 Cash
Presales Sales: Quotation Sales: Order MRP: demand management warehouse accounting
Was passiert nach der Creation der Sales Order?
Check Credit Limit
Wie ist die hierarchie vom Sales unter dem Client aufgebaut?
Client
Sales Office
Sales Group
Sales Person
Which documents are based on a sales order?
Delivery Document
Bill
Sales Order from PDF: What can a representative do with a SO Request?
Verify Order Data
Simulate Order Creation
Confirm Order Creation
Which Sales Documents Exist?
Sales Scheduling Agreements Sales Contracts Sales Orders Sales Quotations Customer Returns Debit/Credit memo requests
Which Exceptions can occur during a sales order handling?
Incomplete Data Blocks Delivery Issues Unconfirmed quanitites in order shipping issues in the delivery invoicing issues supply issues trade compliance issues approval status
What is predicted delivery delay?
Allows to monitor how likely a sales order will be delayed.
On which data does predicted delivery delay base its prediction?
P Delay for outbound delivery
P Delay for creation of goods issue
With which document does the shipping process start?
Outbound delivery document
What steps does the ODD support?
Picking
Packing
Goods Issue
Which functions does an ERP have for shipping?
Shipping Point determination
Route determination
Scheduling
When can picking be executed?
Automatically during OD creation
Regularly
According to workload
