100 Things You Should Know about Sales and Distribution in SAP ERP

It is Friday afternoon, you are ready to go home but you get a call from your customer telling you that their order will need to be express delivered. The only thing now between you and your weekend is changing the delivery priority in a hundred and sixty-eight order items.

The good news is there is now a resource for you to learn how to do things quicker and more efficiently. This book unlocks the secrets of Sales and Distribution in SAP ERP. It provides users and super-users with 100 tips and workarounds to increase productivity, save time, and improve overall ease-of-use of the SD functionality in SAP ERP. The tips have been carefully selected to provide a collection of the best, most useful, and rarest information.

Table of Contents

PART 1 Master Data
1. Customizing the Fields in Customer Master Screens
2. Understanding Cross-Company Sales
3. Changing Customer Master Data en Masse
4. Changing the Account Group for a Customer
5. Blocking or Unblocking a Customer Account
6. Troubleshooting Missing Sales Areas for Customers
7. Checking for Incomplete Customer Master Data
8. Extending the Material Storage Location View
9. Extending the Material Master Views
10. Blocking Sales Orders for Obsolete Materials
11. Maintaining Serial Number Records
12. Maintaining Pricing Data with a Single Transaction

PART 2 Sales Support
13. Assigning Sales Activities to Users
14. Finding Duplicate Sales Activities with the Crossmatching Report
15. Listing Valid Sales Deals by Date
16. Listing Active Promotions in the System by Sales Area
17. Tracking Item Proposals
18. Listing Competitive Products in a Product Hierarchy

PART 3 Sales
19. Adjusting the Layout of Your Order Entry Screen
20. Processing Incomplete Sales Documents
21. Executing a Sales Order Quick Change
22. Processing Backorder SD Documents to Manage Customer Priority
23. Processing Backorders: Changing Committed Quantities
24. Running a Backorder Report for Financial Impact Summary
25. Automating Material Reallocation and Rescheduling Based on Delivery Priority Settings
26. Evaluating a Rescheduling Job
27. Processing Sales Documents That Are Blocked for Delivery
28. Removing the Billing Block from Sales Documents
29. Eliminating Duplicate Sales Documents
30. Including Kits in Sales Orders
31. Updating a List of Sales Orders en Masse
32. Generating Dynamic Product Proposals for Customers
33. Checking Material Availability Before Creating a Sales Order
34. Reviewing Expiring Open Quotations
35. Generating a List of Expiring Contracts
36. Generating Companion Sales Analysis for Future Orders
37. Preparing Data for INTRASTAT Declaration
38. Creating a Paper Version of Your INTRASTAT Report
39. Changing a Customer’s Open Order Currency
40. Changing the Master Currency for Several Customers en Masse

PART 4 Shipping
41. Creating and Scheduling the Delivery Due List as a Background Job
42. Creating a Delivery Group for Better Delivery Processes
43. Adding Additional Search Fields in the Outbound Delivery Monitor
44. Creating a Transfer Order for a Group of Deliveries
45. Creating a Picking Wave According to Delivery Time
46. Working with the Picking Wave Monitor
47. Troubleshooting Wave Pick Issues with the Use of Logs
48. Listing Transfer Orders by Wave Pick
49. Moving Unfinished Deliveries to a Different Picking Wave
50. Changing or Deleting a Delivery Group
51. Listing Incomplete Outbound Deliveries
52. Displaying Changes to a Delivery
53. Automatically Replenishing Fixed Bins in the Warehouse
54. Replenishing Materials Based On Outbound Deliveries
55. Replenishing Warehouse Materials with the Random Storage Method
56. Cancelling Picking for Outbound Delivery and Returning Materials to Stock
57. Maintaining Pick Handling Unit Assignment
58. Displaying Pick Handling Unit Assignments
59. Using the Packing Station for Deliveries
60. Splitting Outbound Deliveries to Manage Logistics
61. Processing Collective Goods Issue via the Outbound Delivery Monitor
62. Cancelling or Reversing Outbound Deliveries after Goods Issue
63. Processing Deliveries Using the Warehouse Activity Monitor

PART 5 Transportation
64. Running a Transportation Planning List and Applying Mass Changes
65. Automating the Creation of Shipments
66. Running Collective Processing of Shipments in the Background
67. Reviewing Transportation Job Logs for Collective Shipment Processing
68. Printing Shipping Documents with a Mass-Output Procedure
69. Collectively Processing Shipment Cost Documents
70. Creating Shipment Cost Documents in the Background
71. Reviewing and Transferring Shipment Costs to Financial Accounting with a Single Report
72. Reviewing and Analyzing Shipment Cost Job Logs
73. Maintaining New and Existing Route Data

PART 6 Billing
74. Processing Multiple Deliveries in a Billing Due List
75. Cancelling Multiple Billing Documents
76. Collectively Releasing Billing Documents to Accounting
77. Creating a List of Billing Documents
78. Making a Document Relevant for Billing by Finding the Configuration Error
79. Manually Posting CO-PA Documents if Automated Posting Fails
80. Cancelling CO-PA Line Items
81. Reviewing Invoice Lists en Masse
82. Reviewing a Collective Run Log for Invoice List Jobs

PART 7 Credit Management
83. Releasing Blocked SD Documents to Process Sales Orders
84. Displaying a List of Released SD Documents
85. Releasing Individual or Grouped Blocked Sales Documents
86. Using Credit Release to Immediately Process Deliveries and Sales Orders
87. Listing Customer Balances to Review Credit Standings
88. Quickly Displaying the Details of Customer Balances
89. Changing Customer Credit Master Data
90. Running the Credit Overview to Create a Tracking List
91. Displaying Changes to Credit Management Master Data
92. Creating a Credit Master Sheet for a Customer Credit Review

PART 8 Sales Information System
93. Using the Credit Master Sheet to Discover Customer Credit Information
94. Displaying the Sales Price List
95. Analyzing Sales Volumes with the Sales Information System
96. Monitoring Blocked Sales Orders

PART 9 Other Tools
97. Building Reports Using QuickViewer
98. Browsing Sales Tables with Transaction SE16N
99. Accessing IDoc Documentation
100. Using SAP Mail/Inbox for Monitoring System Events and IDoc Failures