SAP SD | Introduction to SD module in SAP | Sales & Distribution | SAP ERP

Summary

This video provides an introduction to the Sales and Distribution (SD) module within the SAP ERP system. It covers essential topics such as pricing, availability checks, credit management, and the process of navigating through the SAP Easy Access menu. The tutorial walks users through key transactions like creating sales orders, managing customer data, and customizing the system settings. Various components like billing, shipping, transportation, and sales support are briefly introduced. The video offers a foundational overview and sets the stage for deeper exploration of SD functionalities in future lectures.

Takeaways

• 😀 SAP Sales and Distribution (SD) is a key module in SAP, handling customer order fulfillment processes.
• 💼 SD includes components like pricing, availability checks, and credit management to streamline sales transactions.
• 🖥️ The SAP Easy Access menu allows users to navigate through different transactions within the SD module.
• 🔧 The command line in the SAP GUI enables quick access to transactions like VA01 for sales orders.
• 💾 The 'Save' button in SAP saves data entered into the system, with buttons for back, cancel, and other functions.
• 🔍 SD Master Data tracks customer, material, pricing conditions, and credit management records.
• 🛒 The sales process in SD includes sales orders, shipping, transportation, and billing, all tracked through various transactions.
• 📑 Customizing settings in SAP, accessible via transaction 'SBRO,' allow users to configure specific areas like sales documents.
• 📝 Commonly used transactions like XD01 for creating customers and VA01 for creating sales orders are frequently grouped into favorites for easy access.
• 🚚 Different components handle shipping, billing, and transportation processes, each with its own set of transactions to track the flow from order to delivery.

Q & A

What is the Sales and Distribution (SD) module in SAP?

The Sales and Distribution (SD) module in SAP is a critical component that handles business processes associated with customer order fulfillment. It includes functionalities for managing pricing, availability checks, credit management, and more.

What is the purpose of the availability check in the SD module?

The availability check controls how product stocks are allocated to customer orders, ensuring that inventory is available to fulfill orders before processing them.

What is the SAP Easy Access menu, and how is it structured?

The SAP Easy Access menu is the starting point after logging into the SAP system. It is structured like a directory tree, listing programs called transactions, which can be accessed to perform various functions, including sales and distribution processes.

How do the save, back, and cancel buttons function in SAP?

The save button stores data entered into the system. The back button functions like a browser's back button, returning to the previous screen, while the cancel button allows users to leave an input screen without saving entered data.

What is the function of the command line in SAP's toolbar?

The command line enables users to directly access programs and functionalities by entering transaction codes, like 'VA01' for creating sales orders, without navigating through the SAP Easy Access menu.

What does the 'Technical Names' setting in SAP do?

The 'Technical Names' setting displays transaction codes (e.g., VA01) next to the transaction descriptions in the SAP Easy Access menu, allowing users to quickly find and run specific transactions.

What is the SAP Customizing Implementation Guide (IMG), and how is it used?

The SAP Customizing Implementation Guide (IMG) is where all customization-related settings for SAP modules, including Sales and Distribution, are managed. It allows users to configure processes and submodules, like defining sales document types.

What are the key components of the Sales and Distribution (SD) module?

The key components of the SD module include Master Data (customer and material data), Basic Functions (e.g., pricing), Sales, Shipping, Transportation, Billing, and Sales Support, each responsible for different aspects of the sales process.

What is the process for creating a sales order in SAP?

To create a sales order, users enter the VA01 transaction code. Once the sales order is created, the process continues with creating outbound delivery and billing documents, all tracked within the system.

How can users group frequently used transactions in SAP?

Users can group transactions by creating folders in the SAP Easy Access menu. For example, a folder for customer-related transactions (XD01 for creating a customer) or material-related transactions (MM01 for creating materials) can be organized for easy access.

Outlines

00:00

📊 Introduction to SAP Sales and Distribution Module

This paragraph introduces the Sales and Distribution (SD) module in the SAP ERP system. It highlights the importance of the SD module in managing business processes related to customer order fulfillment. Components such as pricing, availability checks, and credit management are mentioned, explaining how these functions play a crucial role in transactions and order processing.

05:00

🖥️ Navigating SAP Easy Access Menu

This section explains how to use the SAP Easy Access Menu after logging into the system. It describes the structure, which resembles a directory tree, where users can find various transactions related to logistics, sales, and distribution. The paragraph also introduces the common toolbar, which provides quick access to commands, like creating an order or saving data.

10:01

⚙️ SAP Toolbar Functions and Commands

This paragraph focuses on the toolbar in the SAP system, specifically its essential buttons such as save, back, finish, cancel, print, find and replace, and navigation tools like next and previous page. It elaborates on how these buttons help manage data and facilitate smoother navigation within the program interface.

15:02

🔍 Technical Names and Customization in SAP

The paragraph discusses how to enable the display of technical names for transactions in SAP, which helps users find specific transactions more easily. It walks through the process of customizing the layout, accessing the customization menu, and how users can configure and personalize the interface to better suit their needs.

20:03

📂 Master Data and Sales Processes in SAP

This section introduces Master Data in SAP's Sales and Distribution (SD) module. It explains how customer and material master data, pricing conditions, and credit management are tracked in the module. Additionally, it touches on basic functions like pricing and output, which are crucial for the overall sales process.

🚚 Shipping, Billing, and Support Components

This paragraph describes various components related to the sales process, including shipping, transportation, billing, and sales support. Each component is briefly explained, showing how they work together to track the progress of product delivery, transportation methods, billing options, and customer interactions.

📋 Key Transactions for Creating and Managing Data

This section lists key SAP transactions, including how to create and manage customers and materials in the system. It introduces transactions like XD01 for creating customers and MM01 for creating materials, explaining the numeric structure of transaction codes in SAP (e.g., 01 for creating, 02 for changing, and 03 for displaying).

🗂️ Organizing Transactions into Folders

This paragraph explains how to organize commonly used transactions into folders for better workflow management. It shows how users can group transactions like customer creation or material management into folders for easier access and navigation within the SAP system.

📝 Creating Sales Orders and Documents in SAP

The focus here is on creating sales orders and outbound delivery documents using specific SAP transactions. It explains the process of inputting sales order numbers to create delivery documents and discusses the transaction flow from sales order creation to delivery and billing.

💼 Managing Billing and Transportation Documents

This paragraph covers the process of creating billing and transportation documents. It discusses how to use specific transaction codes (e.g., VF01 for billing and VT01 for transportation) to generate and modify documents related to shipments and customer billing within the SAP system.

🔑 Conclusion: Overview of Key Transactions

The final paragraph summarizes the most commonly used transactions in the Sales and Distribution module, such as creating sales orders, outbound deliveries, and billing documents. It sets the stage for deeper exploration of these processes in future lectures, with a focus on configuration and customization within the SAP system.

Keywords

💡Sales and Distribution (SD)

Sales and Distribution (SD) is a key module within the SAP ERP system that manages customer-related processes such as order fulfillment, pricing, shipping, and billing. In the video, it is explained as a central application area that supports business operations from order creation to delivery and billing, highlighting its importance in streamlining the sales process.

💡SAP Easy Access

SAP Easy Access is the initial screen displayed after logging into the SAP system. It serves as a navigation hub, allowing users to access various transactions and programs. The video describes SAP Easy Access as a structured menu system that resembles a directory tree, helping users locate and run different functions, especially in Sales and Distribution.

💡Transaction Codes

Transaction codes in SAP are shortcuts used to access specific functionalities or programs directly. The video demonstrates how users can input codes like 'VA01' to create a sales order or 'VF01' to create a billing document, showing the efficiency of using transaction codes to streamline processes within the SAP system.

💡Master Data

Master Data in Sales and Distribution includes essential information related to customers, materials, and pricing that remains consistent across transactions. The video emphasizes the importance of maintaining accurate master data, as it plays a crucial role in various processes, including order processing, pricing, and customer management.

💡Pricing Conditions

Pricing conditions refer to the rules and parameters that determine how prices are calculated in sales transactions. In the video, pricing is highlighted as a key component of the Sales and Distribution module, where different pricing conditions are applied based on customer orders and agreements to ensure correct billing.

💡Availability Check

The availability check ensures that product stock is available to fulfill customer orders. In the video, it is described as a critical process in SD that allocates inventory to customer orders, ensuring that products are in stock and ready for delivery before confirming the sale.

💡Credit Management

Credit Management in SAP refers to the system's ability to evaluate and monitor the creditworthiness of customers before allowing transactions. The video discusses how the system checks customer credit limits before processing orders, which helps mitigate financial risk for the business.

💡Outbound Delivery

Outbound Delivery is the process of shipping goods to customers after a sales order is confirmed. The video explains how transactions like 'VL01N' are used to create an outbound delivery document, ensuring that the shipping process is properly recorded and tracked within the system.

💡Billing Document

A billing document is generated in SAP after goods are delivered, recording the amount to be charged to the customer. The video outlines how billing documents are created using transaction codes like 'VF01', ensuring that all financial transactions are properly recorded and linked to sales and delivery processes.

💡Customization

Customization refers to the process of configuring the SAP system to meet specific business needs. The video explains how users can access the SAP Customizing Implementation Guide (IMG) to adjust settings for Sales and Distribution, such as defining sales document types or configuring billing processes, making the system more tailored to organizational requirements.

Highlights

Introduction to the SAP Sales and Distribution (SD) module, emphasizing its importance in managing customer order fulfillment.

Explanation of SD components like pricing, availability check, and credit management, crucial for managing sales transactions.

Overview of the SAP Easy Access menu, where users can start all programs and navigate through the system.

Introduction to the command line in the toolbar, which allows quick access to various transactions and programs within SAP.

Explanation of the Save, Back, and Cancel buttons, which manage navigation and saving data in SAP.

Highlight on using the Print button to print content from the current SAP program window.

Introduction to customizing the SAP local layout to adjust settings and personalize the user interface.

Explanation of technical names for transactions and their importance in navigating the SAP menu.

Step-by-step guidance on accessing SAP Customizing (IMG) for making system configuration changes.

Detailed breakdown of SD components such as master data, basic functions, sales processes, and shipping.

Insight into billing processes, including various payment methods and how billing data is tracked.

Explanation of sales support functions and how customer interactions with sales teams are managed.

Introduction to key SD transactions like XD01 (create customer), MM01 (create material), and VA01 (create sales order).

Steps on grouping and organizing frequently used transactions into folders for easier access.

Guidance on creating outbound deliveries and billing documents, essential steps in the sales and distribution workflow.

Transcripts

hello everyone and thank you for

watching auped World videos in this

lecture we will start with the basics

about the sales and distribution module

in SCP Europe system sales and

distribution is one of the most

important application areas in the SCP

Europe system

sales and distribution application CS to

the business processes associated with

customer order

fulfillment SD has several components

offering diverse functionality for

example there are components for pricing

which control how prices and costs are

determined in the sales transaction

availability check that controls how

product stocks are located to orders

from various customers Credit Management

they check the credit word of the

customer before transaction is

permitted now we will cover the first

steps in SCP

system first we will take a look at SCP

easy access

menu after successful log on the SCP

menu SCP easy access is displayed you

can use it to start all the programs in

the

system as displayed the structure of the

entries is similar to the directory tree

it is simply list of programs which is

called

transactions and under under the

logistics folder we can find sales and

distribution

folder and on that folder we can find

all data and all

transactions related to the sales and

distribution

module this area called program area

and this toolbar called common standard

toolbar now we will take a first and

closer look to the common standard

toolbar first we will take a look H in

one of the most

important scene in this

toolbar common

line it enables direct and quick access

to many progress and functionalities for

example now we can access create cre

order transaction

v801 and press enter

button now we can go

back we can switch the display of the

command line on and off which the arrow

Crees

right next we see save button the save

button tells the system to to save the

data that has been entered in the

database the save button is

deactivated because no data is entered

here next we see back finish and cancel

buttons the back button works like it

does in browser it returns to the last

screen if you are at the initial screen

of the of an application it works like

an exit button it ends a program and

returns to the previous program if you

enter data but not yet saved it aery

asks you if that is your attention you

can use the cancel button to leave an

input screen even if you haven't yet

finished entering the

data next we see the print button the

print button sends the content on the

current program window to a printer set

up in the sep

system next we see find and replace

buttons

the search button lets you call a search

dialogue its appearance can differ

substantively depending on the program

that is running and the data that you

are working with first page previous

page next page and last page if a

program interface displays tabular data

that cannot fit at one screen you can

use these buttons to scroll through the

display create new session and create

desktop l

link you can use create new session

button to open additional main SCP

graphical user interface Windows without

having to go through the long

procedure users often work with several

sessions so that can quickly switch

between various Program Windows the

button to create a link enables

execution of a specific program without

display of SCP easy access

help and customize local

layout when you click the help button a

popup window opens the displays help and

tips we can switch

okay and you can use the customized

local layout button to Define settings

for the appearance of the screen and

behavior of the user interface

go to

options and here we can see a lot of

settings and we can customize

them now we will take a look to another

information important information that

has so far been hiding from

us we can go to extras and settings

now we see some very useful

settings display favores at the end of

the list do not display menu only

display favorites do not display picture

and display technical

names this one is most important we must

check it because when we uncheck the

settings yeah and save it

after that when we want to find our

transaction go to sales and distribution

for example

sales

order and we see transaction for

creating order change order and display

order but we don't see here a very

useful technical

name and when we change the settings

to display technical

names after that we can see technical

names of the

transactions we go to the same Logistics

sales and distribution

sales order and now we see technical

names we can run transaction from SCP

menu or or we can go back and

enter technical name of the

transaction to the command line and

press

enter now we will take a look to

customizing

menu add the comment

line we enter transaction code SB r o

and press enter

this transaction code leads us to the

display IMG screen it is called SCP

customizing implementation guide or IMG

for

short all the customization related

steps will be launched from this menu if

you click any application here you will

find another menu that leads you to

various subm modules for example we can

find sales and

distribution and we will see another

submodules another components of sales

and distribution model like M data basic

function sales foreign trade billing

sales support electronic data

interchange posos interface data

transfer and I carving system

modifications and authorization

management based on the exact path

listed here we can reach the specific

transaction setion in the menu where the

customizing settings is to be carried

for example we can go to

sales sales

documents sales documents

header and press on Define sales

document

types now we will see all sales

documents in the system and if we double

click on specific sales order

type we can see all configuration and

all customization for this sales

document type now we will take a look

for the most important SCP sales and

distribution

components now we will talk about sales

and distribution

components the first component is mass

data

a cpsd user includes Master data and the

process involves track of each and every

transactions within the data the sales

and distribution Master data includes

data of customer Master material Master

pricing conditions record output records

and Credit Management from order to cash

process entire flow is been recorded in

this

module next compon component is basic

functions scpd configuration results

effective process across all basic

functions involved in a sales and

distribution

area for

example pricing and output is a good

examples of basic functions the amount

of pricing used for a particular sale

and the output results from the same and

so

on sales component

as the term

suggests SD sales handles manye delays

of every sales that is taking place from

reporting the product to customer

details pricing feedback and the sales

process everything is tracked through

this

module

shipping sales are Clos closely related

to shipping and

delivery product need needs to be highly

shipped and delivered to

customer there are different methods of

shipping and this module track each one

used for each delivery the entire

process from being shipped to deliver it

or throwing back is recorded through

this

components

Transportation this component Works

closely with the boo shipping

module a product can be either carried

or manually

delivered the mode of transportation is

different for each one and is being

track to this

module

billing billing is a major part in

sales customers can pay either online

using debit or credit card through cash

or delivery on delivery Uber using

PayPal account and so on to maintain a

proper track for future reference each

build detail is recorded through this

modu sales

support from selling a product to

maintaining it for a process customers

constantly interact with the sales team

the data exchanged between the sales

team and customers while delivering

support for product is recorded and

reported through this module now we will

take a Clos look to most used sales and

distribution

transactions each

transaction we can add to the favorite

menu click with the right button of the

mouse

insert

transaction first transaction is XD

01 this transaction is used for creating

customers we will take a closer look for

creating a customer and creating Master

data in CP in next

lectures

xd01 transaction for creating customer

we can add another

transaction we us to

change

customer basically in each transaction

in

SCP when you see at the end 01 it's for

creating

something

02 it's for changing

something and 0

three it's for display

only and

XD

03 will be

for display

customer insert

transaction mm

01 with this transaction

we can create all

materials that will be used in our sales

and

distribution transaction to change

material will be

mm02 and

transaction for

viewing material will be mm 03

insert

transaction now we will take a

look to most common transactions like VA

a01 va01

transaction is used to create sales

order in sales and

distribution first we must create sales

order and only after that we can create

all other necessary

documents we will look closer to this

process in next

lectures transaction to change material

or change sales order will will be

V

a02 and trans transaction through

display sales order will be will

a03 we can group our transactions into

folders we'll create few folders first

folder

will

be

customer we can drop transactions to

this

folder

xd01 XD

02 XD

03

and we can move favorites down or

up we can move down XD 03 and move up XD

01 uh create second folder for material

Master

materials can move fav down and drop

transactions for materials in this

folder

mm01

mm02

mm03

and move down mm03 and move up

mm01 and

sales process

my mistake insert folder not transaction

folder insert folder

sales

process and press

continue drop va01

transaction VA

a02

transaction and VA a03 transaction

setion okay so first step in sales

process is creating sales

order after we create sales order

document we can use our order number to

create outbound delivery

document to create outbound delivery

document we must use

transaction w l

0

1

n create on bound delivery with order

reference so after we create sales order

we put our sales order number in this

field enter shipping point Enter

selection date and after that we can

create our outbound delivery

to change outbound

delivery will be transaction

v02

n and to display our bound delivery we

can use

transaction we l

03

n after you create outbound delivery

document

we can create billing

document to create billing document you

can use

transaction

we

F0

one create building

document we can enter

here our proceeding

document it can be or sales order or it

can be outbound delivery it depends on

the configuration and we will configure

our building documents s documents and

outbound delivery documents in next

lectures and you will take a closer look

to that

process to change building document we

can use transaction VF 02

and to display building

document we can use

transaction

wef

03 next step we can create our

transportation

document to create our transportation

document we can use

transaction

VT 01

n create shipment

Transportation here we can enter

Transportation Planning Point shipment

time and add all necessary deliveries to

this

shipment to change

shipment document you can create you can

use

VT 02

transaction and to display shipment

document you can use

transaction VT 03

n so this was

the most commonly used transactions in

sales and distribution

module and in next

lectures we will take a closer look to

these

transactions to this processes in SCP

system and we will take a closer look to

the configuration of this

processes

in

transaction in this lecture we covered

the basic menu used to access

transactions and the customizing menu

used to configure the system in sales

and distribution

module we also touched upon the many

functionalities in SD that will be

covered in deeps in the next lectures