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BIS – Some key terms Curriculum Business Information Systems Course © 2017 SAP SE SAP UCC Magdeburg All rights reserved 2Slide 2 What is an Enterprise  Organization • Examples ? • What are Goals and objectives, Vision and Mission  Enterprise • Examples ?  Classification of Enterprises • Criteria ? LSE (Large Scale Enterprise), SME (Small and Medium Enterprise) • Examples ? TradingCommercial, Production, Service provider, ImportExport © 2017 SAP SE SAP UCC Magdeburg All rights reserved 3.

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BIS – Some key terms

Curriculum: Business Information Systems Course

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• Criteria ? LSE (Large Scale Enterprise), SME (Small and Medium Enterprise)

• Examples ? Trading/Commercial, Production, Service provider, Import/Export

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Organization Structure of an Enterprise

 Functional Organizational Structure

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• Internal: Managers, Employees

• External: Customers, Vendors/Suppliers, Partners, Product & Market

• ERP involves: HRM/HCM (Human Resources/Capital Management), AIS (Accounting Information Systems), TPS (Transaction Processing Systems),

Management), SCM (Supply Chains Management), PLC (Product Life Cycle), DMS (Distributors Management System)

BIS Systems

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• Examples ?

Information System

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goods, Trading goods

Some other key terms

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Distribution channel

documents

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o Payment: Payment immediately, NET 30, 2/10 NET 30

o Delivery: Req.Div.Date, Schedule lines, F.O.B (Free on board)

o Pricing: Conditions (Discount, Taxes, Freight, …), Gross

value, Net value

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Purchase Order: Purchasing documents

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Curriculum: Introduction to ERP using Global Bike

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Teaching material - Information

Teaching material - Version

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Module Information

Learning Objectives

You are able to

 navigate through the SAP ERP system

 to use the different help features of the SAP ERP

 personalize the settings of your user as well as the SAP ERP user interface

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Log on to an SAP system

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SAP Easy Access Menu

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SAP Easy Access Menu (cont.)

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New Design

Header data

Position overview

Position details

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Help Functions

F1: Description of input fields

F4: Value list

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SAP Help Portal

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Favorites

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Transaction Codes

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Transaction SEARCH_SAP_MENU

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User Profile Settings (local PC)

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User Profile Settings (SAP system)

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Desktop Shortcut

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You are now able to:

 name the window elements,

 navigate in a SAP system,

 apply personal system settings,

 effectively use help.

Summary

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Global Bike

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Module Information

Learning Objectives

You are able to

 describe the story of the Global Bike Group

 draft the organizational structure of the Global Bike Group

 describe the essential characteristics of the products and business partners of the Global Bike Group

 name the business processes of the Global Bike Group

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Global Bike Group

 Background:

• Global concern using full ERP capabilities

• Consists of two companies located in the US and in Germany

 History:

• John Davis won numerous mountain bike championships in the US

• In 1990, started his own mountain bike company (Frankenstein Bikes)

• Peter Schwarz grew up on road bikes in the Black Forest, Germany

• As a student, he engineered ultra-light composite frames

• In 1993, started his own bike frame company (Heidelberg Composites)

• Both met in 2000

• In 2001, merged to form Global Bike Inc.

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 Strategy:

• John and Peter are Co-CEOs

• John is responsible for (in terms of reporting)

 Sales, Marketing, Service and Support, IT, Finance, and Human Resources

 sells products and brings in money

• Peter is responsible for

 Research, Design, Procurement, and Manufacturing Groups

 builds products and spends money

• World-class bicycle company serving both the professional and “prosumer” in touring and off-road racing

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Organizational Structure (Overview)

Global Bike Group

Co-CEO John Davis Co-CEO Peter Schwarz

Concern

Companies

Locations

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 Employees (US and Germany)

Organizational Structure (Human Resources)

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Products

 Semi-Finished Goods

 Finished Goods

• Touring Bikes (Deluxe, Professional) in three colors

• Off-Road Bikes (Men, Women)

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 Customers (US and Germany)

Business Partners

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 Vendors (US and Germany)

Vendors (US and Germany)

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 People – Human Capital Management

 Store – Inventory and Warehouse Management

 Maintain – Enterprise Asset Management

 Service – Customer Service

 Project – Project Management

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Cross-functional Integration

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 Order-to-Cash Process

• Sales and Distribution (SD)

• Materials Management (MM)

• Financial Accounting (FI)

Process Integration (example)

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 Procure-to-Cash Process

• Materials Management (MM)

• Financial Accounting (FI)

Process Integration (example)

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Sales and Distribution (SD)

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Module Information

Learning Objectives

You are able to

 name some functionalities of the SD module

 define the central organizational structures of the SD module

 summarize the master data which is most important for the SD module

 explain a standard sales process

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 Client

• An independent environment in the system

 Company Code

• Smallest org unit for which you can maintain a legal set of books

 Credit Control Area

• An organizational entity which grants and monitors a credit limit for customers.

• It can include one or more company codes

 Sales Organization

• An organizational unit responsible for the sale of certain products or services

• The responsibility of a sales organization may include legal liability for products and customer claims

 Distribution Channel

• The way in which products or services reach the customer

• Typical examples of distribution channels are wholesale, retail, or direct sales

SD Organizational Structure

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 Division

• A way of grouping materials, products, or services

 Sales Area

• Combination of Sales Organization, Distribution Channel and Division

• Determines conditions (i.e pricing) for sales activities

 Plant (here: Delivering Plant)

• Plant from which the goods should be delivered to the customer

 Other SD organization units:

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Global Bike Structure for Sales and Distribution

Global Bike

Global Bike Inc Global Bike Germany GmbH

San Diego

Germany North Germany South

Client

Company Code

Sales Organization

Sales Office

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Global Bike Enterprise Structure in SAP ERP (Sales)

Client Global Bike Credit Control Area (global) GL00

CC US00

US East UE00

US West UW00

DE North DN00

Distribution Channel Wholesale WH

Distribution Channel Internet IN

Sales Organization Company Code

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SD Master Data

Customer Master

Material Master

Sales Condition

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 Customer Master

• Contains all of the information necessary for processing

orders, deliveries, invoices and customer payment

• Every customer MUST have a master record

 Created by Sales Area

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 The customer master information is divided into 3 areas:

• General Data

• Company Code Data

• Sales Area Data

Customer Master Data

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Customer Master

Company Code US00

Company Code DE00

Client XXX

General Information relevant for the entire organization:

Name Address Communication

Company Code specific information:

Acc Mgmt Payment Bank

Sales Area specific information:

Sales Office Currency

Sales Org UW00

Sales Org DS00

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 Material Master

• Contains all the information a company needs to manage about a

material

• It is used by most components within the SAP system

 Sales and Distribution

• Material master data is stored in functional segments called Views

Material Master Data

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Material Master Views

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Material Master

Sales Org UW00

Sales Org UE00

Client XXX

General Information relevant for the entire organization:

Name Weight Unit of Measure

Sales specific information:

Delivering Plant Loading Grp

Storage Location specific information:

Stock Qty

Storage Loc FG00

Storage Loc TG00

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 Condition master data includes:

 Conditions can be dependent on any document field

Condition Master Data (Pricing)

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 Output is information that is sent to the customer using

various media, such as:

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Sales Order Process

Sales Order Entry

Post Goods Issue

Invoice Customer

Pick Materials Receipt of

Customer Payment

Pack Materials

Check Availability Pre-sales

Activities

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 Sales Support is a component of SD that assists in the sales, distribution, and marketing of a companies

products and services to its customers It contains the following functionality:

• Creating and tracking customer contacts and communications (sales activity)

 Phone call records

 On-site meeting

 Letters

 Campaign communication

• Implementing and tracking direct mailing, internet, and trade fair campaigns based on customer attributes

 Pre-sales documents need to be managed within the presales activities: Inquiries and Quotations These

documents help identify possible sales related activity and determine sales probability

Pre-Sales Activities (CRM Light)

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 The ultimate goal of all pre-sales activities is to equip the

sales technician with all the information necessary to

negotiate and complete the potential sale

 Information needed:

• Past sales activity

• Past communication

• Contact information

• General Company info

• Credit limits and usage

• Current backorders

 360º view of your customer

Pre-Sales Activities (CRM Light)

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 An inquiry is a customer’s request to a company for

information or quotation in respect to their products or services

without obligation to purchase

• How much will it cost

• Material/Service availability

• May contain specific quantities and dates

 The inquiry is maintained in the system and a quotation is

created to address questions for the potential customer

Inquiry

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 The quotation presents the customer with a

legally binding offer to deliver specific

products or a selection of a certain amount of

products in a specified timeframe at a

pre-defined price

Quotation

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 Sales order processing can originate from a variety of documents and activities

• Customer contacts us for order: phone, internet, email

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 The sales document is made up of three primary areas:

• Header

 Data relevant for the entire sales order: Ex: customer data, total cost

of the order

• Line Item(s)

 Information about the specific product: Ex: material and quantity,

cost of an individual line

• Schedule Line(s)

 Uniquely belongs to a Line Item, contains delivery quantities and

dates for partial deliveries

Sales Order

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 The sales order contains all of the information needed to process your customers request, the following

information is determined for each sales order:

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