Sales Pro Business Process

Hello,
My company is interested in implementing CRM lead, opportunity and quotation processing. If anyone is using these transactions and would like to share any thoughts or lessonu2019s learned it would be greatly appreciated.
Thanks!
George

Hi, George
Please read help:
for example:
Opportunity Processing in CRM
http://help.sap.com/SCENARIOS_BUS2010/helpdata/EN/46/cd6dda706065d0e10000000a155369/content.htm
Denis

Similar Messages

Any Sales Distribution Business Process Website or Material on internet??

As most of the forums posts are about the issues on system level.I think I have improved on the system level thorugh these forums but is there any info on internet about business processes and scenarios of different companies.
It ould be great if anyone can provide me links as business knowledge I guess is much more important than system knowledge as you can con

Hi Sam,
You really need to explore yourself on that. For example if you want to find out the processes in say Cement industry, just google in Cement sales process and you will get some of the industry standards, processes and so on. From there you can build on it. This has to be exploratory only and there is no standard set of processes for each industry. Though the common processes are there, variations are abundant.
Just get into help.sap.com and search for each verticals, you will get the process standards for every kind of industry SAP has IS on.

Business process in sd module starts from pre sales activities & ends in --

business process in sd module starts from pre sales activities & ends in billing or payment collection....... pls tell the answer....

Hello,
It depends upon the business process of the client. some time it will be like
Inquiry --> Quotation --> Sales order --> Delivery --> Goods Issue --> Invoice --> Payment.
But in some of the cases enquiry may not be there in the process, and even some cases quotation too and these both are not madatory.
In SD point of view we are only bothered upto invoice, but the process end once we receive the payment.
Prase

Difference between business process, sales process and order process

what is the difference between business process, sales process and order process?

Dear Gopala,
business process is a general definition of the process which you have:
for example, you get an order, you have no goods, but you can produce them, you start an assambly processing, the production order will be created, then the goods will be prepatred, then the delivery will be created, the goods issue booked then your customer gets thwe goods and send the delivery confirmation, you create an invoice etc.etc.
sales process is a part of a business process.
Sales process shows how you sell the goods, there are different sales document categories to do this: sales orders, contracts, scheduling agreements etc.
order process is only one of possibilities of the sales process.
Order process is used if you get really a one-time (or at lease not on a regular basis many times) the simple orders where your customer says what goods he would like to receive and when. Then you create a sales order (in dialog transaction VA01) and can create a delivery. There are different types of sales orders in the standard. The customizing of sales order types is available under the transaction VOV8.
I hope, this info help you a little bit further to understand SD design.
Kind regards,
Akmal Vakhidov
Development Support SD, SAP

Business Process and Sales process

Hi Gurus,
Will somebody explain me the Difference between " Business Process and Sales Process"
Thanks & Regards
Srikanth

Hi Srikant,
Sales process is related to only sales and Distribution which means from Sales to Billing, But in business process it includes other business aspects like accounting principles, etc, i.e it includes all processes of all the modules.
For SD point of view in interview your answer should be all SD scenarios.
reward if it helps.
Regards
Bidhu Bhusan Samantaray

Business Flows for Sales and Contracts process

Hi,
I needs Business Flows for sales and contracts process for my project.
Does anybody knows where i can find these BFA ?
Thanks
Regards
Mehdi

Hi mehdi;
Please check below and see its helpful:
R12 Responsibilities And Roles Based On Business Flows [ID 406401.1]
Regard
Helios

Sales Forum Mandate - Business Process Topics

Hello All,
I would like to inform you of the mandate of this forum. We are looking to build a knowledge base on business process oriented questions as they relate to sales. So the questions posed should somehow relate to a business issue and should not be a purely technical issue.
For example, please do not post threads about implementation issues, customizing, BAPIs, etc. These types of questions will be better answered in CRM General and Framework forum.
You can ask questions here about how new and old functionality in CRM supports the business processes you have at your company.
Thank-you for respecting the mandate of the forum.
Regards,
Tim
Edited by: Timothy Faught on Dec 8, 2008 10:52 PM

Hi Kimmo,
I wouldn't use process steps to refine processes. This is incompatible to SAP implementation content coming from BPR (Business Process Repository). But a good idea would be to copy the main business process e.g. "Sales order processing" into two new processes on the same level, e.g. "Sales order processing by manual input" (variation1) or "Sales order processing by incoming interface" (variation2). Then you can use the Compare Button on the variations to see if any changes have been on the main business process and copy them to the variations. This minimizes the effort to keep track of changes after creating the variations. When you run transaction SA_PROJECT_UPGRADE on that project these changes even get flagged. Mostly this function is used to upgrade against BPR or a template project but it works also for copies inside a project e.g. to model variations.
Regards
Andreas

Business process reg. SAP in retail or multichain sales

Hi,
Can u tell the business process reg. SAP in retail or multichain sales ?
RAAJ

Hello László,
in a nutshell BPM Netweaver is focussing on so called edge-processes (usually
SOA-based and often workflow related). These edge-processes a thought to enhance exisitng core business processes and should provide the fast competitive edge versus competitors. Examples would be also xApps. For this Netweaver provides process modelling tools, where you can get exectuable code through the integration between CE and PI. The monitoring part for these processes is mainly targeting business end-users and business manager.
Business Process Monitoring with Solution Manager focusses on core business processes which are realized with the "conventional", "old" SAP Architecture, e.g. Order-to-Cash or Procure-to-Pay. You get a combination of technical monitors (average response times of transactions, background job runtimes, monitors for IDOC or qRFC processing) and application related monitors (you get more than 200 pre-configured application monitors out-of-the-box like number of overdue customer orders or outbound deliveries or number of deliveries with goods issue posted but no invoice). The target group here is the support organization of the customer, from Basis-Support over application support on IT side to process owner on business department side.
Overview presentations can be found under
https://service.sap.com/bpm --> Media Library --> Customer Information -->
"Business Process Monitoring - Part 1 & 2".
Or look under https://www.sdn.sap.com/irj/sdn/nw-processmonitoring
In the end BPM Netweaver and BPMon SolMan are complementary for different purposes and different target groups.
Best Regards
Volker

Business Process - Sales Process through Distribution point but revenue booked to Manufacturing Profit Center

Dear Expats
Our company now planning to decentralized the sales by introducing Sales distribution Point.
We have three manufacturing plant and every manufacturing plant are individual profit center.
Material is same.
Now company is planning to introducing sales distribution point.
Goods transfer from three manufacturing plant to sales distribution point and sale from the distribution point.
Now our requirement is - revenue will be booked to every manufacturing profit center.
How can we process this business process.
Note : We don't want to create separate material code - manufacturing plant wise.
Regards
Tarek H Chy

Hi
I have the issue like..
1. For each line item of the sales order check, whether the profit center is filled or not, if it is not filled then determine the profit center and populate.
2. If material of the line item is "sub component code" of a material that is "Offering component code", then compare the profit centers of line item with the profit center maintained for the material that is offering component code. If the profit centers are different, replace the sales order line item profit center with the profit center of the offering component code material.
3. Above activities should happen when the sales order is saved.
can somebody tell me which user exit ?? where coding can be dine.

Defining Business Processes around Sales

Shortly, I will be kicking off the Sales / Mrktg area and wondering if anyone has defined their models around business processes. If so I would appreciated some of the sales processes (most granular level) you have defined in your models.
Thanks so much
Jon

Has anyone implemented Sales models via JDE as a data source?
Thank you
Jon

Regarding Sales / Service Order Processing System Business Package.

Dear All,
I have here ECC 6 and EP 7.
Can anyone tell me that what is the appropriate Business Package / Application Package / XSS Framework is required for Sales / Service Order Processing.
Here we don't have CRM.
Kindly advise me what all is required for Sales / Service Order Processing which includes Placement of Orders, Status of he order, Amount to be paid etc.. Functionality in it to be shown in portal.
Regards,
Sidhartha Chatterjee

Can you give me a step by step approach for setting up the ITS connections for these business packages and pull the data?
I have created the sytem with same name as given in the error i.e.SAP_R3_SalesService
I have given the ITS connection parameters for this system name.
Now i went to "Connection Tests". Checked "ITS connection" and hit Test.
Here it gives the following.
Results
1. The system object represents an SAP system.
2. The following parameters are valid: wap.ITS.path (sap/bc/gui/sap/its/webgui) ; wap.ITS.protocol (http) ; wap.ITS.hostname (xxxx.xx.dir.xxxx.com:8080)
3. HTTP/S connection failed. Make sure the protocol, host name, and user mapping are correctly defined.
Step 2 says that the host name and protocol that i gave is correct.
I did the user mapping under the link "Personalize".
If i have to do the user mappping under User Administration->User Mapping, i am not able to see the sytem name "SAP_R3_SalesService" in the drop down.

Business Process Procedure for Internet sales

Hi all, can any send me the Business Process Procedure for B2B and B2C Scenarios.
thanks in advance
[email protected]

Hi Vasanth,
Well in both the cases the generic business process will not be very different.
I mean in both the cases authentication will be there from users.
once you enter into the webshop you will have the options of make inquiry, order, delivery status, billing status
Infact a visit to any webshop like ebay may be of help to you.
You need to take care of folowing details also:
How are incomplete transmissions handled and reconciled?
How are duplicate transactions reconciled?
What authentication method is used for the customer?
What credentials are passed to SAP?
Are the credentials encoded and triggered within the web?
How are such SAP external credentials stored/ protected?
If storing static credentials by process, are the execute versus read authorities assigned on the web as defined by the operating system (OS)?
Are there considerations made for load balancing?
Between SAP systems and clients?
Between web servers?
What roles and responsibilities exist for business processes?
Is IT, through configuration, managing business agreements?
How are changes to the web site tracked and reconciled with SAP transport
strategies?
Is SAP data stored externally on web servers after extraction?
How is this external SAP data protected?
Does the web server force SAP data to expire?
What are the business and process costs associated with all of the above and is
management aware of the business risk of not taking these steps?
Hope this helps you.
Do award points if you found them useful.
Regards,
Rakesh
P.S. you can send me a mail at my mail id [email protected] for any specific details

What is a Business Process?

What is a Business Process?
According to me it Depends upon client Requirements. ir Inq-Qt-Order-Del-Billing.
Correct me If I am wrong.

hi
Businesss Process : any activity or event which takes under business can be termed as business process..
====
Inquiry -> Quotation ->Sales Order ->Delivery ->Invoice -> Return -> Credit memo
Transaction Codes
VA01 Create Sales/Returns Order
VA02 Change Order
VA03 Display Sales Order
VA11 Create Inquiry
VA12 Change Inquiry
VA13 Display Inquiry
VA21 Create Quotation
VA22 Change Quotation
VA23 Display Quotation
VA41 Create Contract
VA41 Change Contract
VA43 Display Contract
VF01 Create Billing Document
VF02 Change Billing Document
VF03 Display Billing Document
VF11 Cancel Billing Document
VF21 Create Invoice List
VF22 Change Invoice List
VF22 Display Invoice List
VK11 Maintain Pricing
VK15 Create Condition Records(Transaction used to enter multiple sales conditions)
VL01N Create Delivery
VL02N Change Delivery
VL03N Display Delivery
Inquiry
quotation
contrancts and Scheduling agreements
(Value contract or quantity contract)
Sales order
Delivery - Pick - pack - shipment
Post goods issue
Billing - release to accounting
[Check the document flow in table VBFA ]
Inquiry - A customers request to a company that they provide a quotation or sales information without obligation. An inquiry can relate to materials or services, conditions and if necessary delivery dates. The sales area that accepts the inquiry becomes responsible for further processing.
Quotation - A quotation presents the customer with a legally binding offer for delivering a product or providing a service within certain fixed conditions. This offer is legally binding for the company within a specified time period. A sales area can reply to a customer inquiry with a customer quotation or use it to refer to a business partner contact.
Sales Order - Request from a customer to a company to deliver a defined quantity of products or provide a service at a certain time.
The sales area that accepts the inquiry is responsible for completing the agreement.
Create Delivery:a. Picking - The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods will be prepared for shipping.
b. Packing - Packing is part of delivery- and shipment processing. When you process a delivery, you can select delivery items for packing and assign them to handling units (HUs).
c. Goods Issue - As soon as the goods leave the company, the shipping business activity is finished. This is illustrated using goods issue for outbound deliveries.
Billing - Billing represents the final processing stage for a business transaction in Sales and Distribution. Information on billing is available at every stage of order processing and delivery processing.
====
say for example below are some of the important business processes...
Free goods deetermination,
BOM processing,
Material listing and Exclusion,
Material determination,
Outline agreements,
Special sales order.
Free Goods Determination (FG)
Inclusive: - Giving a free item of same material is called inclusive.
Maintaining condition records for inclusive: -
Logistics
Sales and Distribution
Master data
Conditions
Free Goods
VBN1 Create
Enter the discount type [NA00] (Customer/Material)
Material: - enter the material, which we are giving free item.
Min quantity: - Enter the minimum quantity for which the customer how to place the order to get the free goods. [10]
From: - The free goods quantity specifies the amount for which free goods are granted in the sales documents. [10]
Unit of measure: - pc, kg, and cm.
Are free goods: - specifies how many materials we are giving as free [1]
Calculation rule: - specify pro rata basis
Free Goods: - specify [1] inclusive rebate with item generation
Exclusive: - Giving a free item of different material is called exclusive.
Maintaining condition records for exclusive: -
Logistics
Sales and Distribution
Master data
Conditions
Free Goods
VBN1 Create
Enter the discount type NA00
Select the button exclusive
Enter the material, min quantity, for, unit of measure, additional free goods.
Additional free goods: - specifies how many additional materials we are giving as free.
Calculation Rule: - pro rata 1
Additional material free good: - Specifies the other material, which we are giving as free.
M-11, 10, 10, 1, pro rata, 2, m-10 save.
Note: - In exclusive we can also enter the same material as free item.
Note: - inclusive takes 10 as 9+1 & Exclusive takes 10 as 10 + 1.
The free goods concept is based on condition technique.
SPRO
Sales and Distribution
Basic Functions
Free Goods
Condition technique for free goods
Maintain condition tables [V/N2]
Maintain Access Sequences
Maintain Condition Types
Maintain Pricing Procedures
Activate Free Goods determination [V/N6]
We need to assign the procedure to the combination of Sales Organisation, Distribution Channel, division, Document Pricing Procedure, Customer Pricing Procedure.
BOM (Bills of Material)
The item category group of a BOM item must be either ERLA /LUMF.
Defining BOM: -
Logistics
Sales and Distribution
Master Data
Products
Bills of Material
Bill of Material
Material BOM
CS01 Create.
Enter the Material
Enter the Plant
BOM usage [5] Sales and Distribution
Enter the component & 0.
In the component field enter the materials, which constitutes of the main material and enter the corresponding quantity.
For the BOM to be exploded in the sales document the following setting has to be done.
1) When the item Category group is ERLA, the item category of the BOM item is TAQ. In the definition of TAQ we need to take the value A Explodes single level BOM in the field structure scope.
2) If the item Category group is LUMF, the item category of the BOM item is TAP. In the definition of which the same above setting has to be done.
I) If the item category group is ERLA, it will bill the main item but not the components. For this the following setting has to be done.
The item category of the BOM item is TAQ, which is made relevant for pricing and item category of the components is TAE, which is relevant for pricing.
II) Item category group is LUMF bills components but not the main item. For this the following setting has to be done.
The item category of the main item is TAP, which is not relevant for pricing and item category of the components is TAN, which is relevant for pricing.
S & D, Sales, Assign item category group
Sales Doc Type Item Group USA Higher Level Item Item Category
OR ERLA -
TAQ
OR ERLA -
TAQ TAE
OR LUMF -
TAP
OR LUMF -
TAP TAN
Inter CompanyIV Sales
Material Listing and Exclusion
Material listing: - whatever the materials that are placed in listing for a customer he can access those materials only.
Maintaining Records for listing: -
Logistics
Sales and Distribution
Products
Listing / Exclusion
VB01 Create
Enter the Listing type A001and select the key combination.
Enter the customer and place the required materials in listing and save it.
Material Exclusion: -
Maintaining Records for Exclusion: -
Logistics
Sales and Distribution
Products
Listing / Exclusion
VB01 Create
Enter the exclusion type B001
Place the required materials in exclusion.
Note: - Exclusion is given preference over listing.
This concept is based on condition technique.
SPRO
Sales and Distribution
Basic Functions
Listing / Exclusion
Sl. No. Listing Exclusion
1 Customer / Material Customer / Material
2 A 1 A 2
3 A001 B001
4 A002 B002
Step 1: - Maintain condition tables for listing / Exclusion [OV06]
Step 2: - Maintain Access sequences for listing / exclusion
Step 3: - Maintain listing / exclusion types.
Step 4: - Procedures for maintaining listing / exclusion
Step 5: - Activate listing / exclusion by sales document [OV04]
Material Determination: - Substituting one product with other product is called material determination.
Maintaining the records for Material Determination: -
SPRO
Logistics
Sales and Distribution
Master data
Products
Material Determination
VB11 Create.
Enter the determination type [A001] (Material Entered).
Material Entered: - Here enter the original material which has to be substituted.
Material: - Enter the material with which we want to substitute the main material.
Reason for Substitution: - specifies the reason why the system automatically carried out material substitution.
To enter multiple materials as substitution select the icon alternative materials.
This concept is based on condition technique.
SPRO
Sales and Distribution
Basic Functions
Material Determination
Maintain prerequisites for material determination.
Create condition tables [OV16]
Maintain access sequences
Define condition types
Maintain procedure
SPRO
Sales and Distribution
Basic Functions
Material Determination
Assign procedures to sales document types [OV14]
Defining the reason for substitution: -
SPRO
Sales and Distribution
Basic Functions
Material Determination
Define substitution reasons [OVRQ]
Go to new entries and define
Substitution reason: - Specify the substitution reason [0001]
Description: - Advertising campaign
Entry: - If we check this field the system prints the name or number of the original material on the corresponding output.
Warning: - If we check this field the system displays a warning message before substituting the material.
Strategy: - Controls whether the product selection should occur automatically in the background or whether the alternative materials should be offered for a selection in dialog box.
Out come: - Controls whether the out come of product selection should replace the original entry or whether it should be recorded as a sub item of the original entry.
OUTLINE AGREEMENTS
1) Scheduling Agreements: - Its an outline agreement with the customer containing the delivery dates and the quantities. These are entered as schedule lines in the scheduling agreement.
We can create the schedule lines when we create the scheduling agreement or we can create them later.
We fulfill a scheduling agreement by creating the deliveries in the schedule as they become due.
Creating a Scheduling Agreement: -
Logistics
Sales and Distribution
Sales
Scheduling Agreement
VA31 Create
Scheduling Agreement type DS
2) Contracts: - These are the outline customer agreements that display when the materials or services are sold within a certain time period.
a) Quantity Contracts: - Its an agreement that your customer will order a certain quantity of a product from the company during a specified period.
The contract contains basic quantity and price information but does not specify delivery dates or quantities.
b) Value Contracts: - Its a contractual agreement with a customer that contains the materials or services that they may receive within a time period and Up to a target value.
A value contract can contain certain materials or a group of materials. [Assortment Module]
c) Service Contracts: - Its an agreement that contains the conditions for offering a certain service to the customer. We can manage rental and maintenance contracts in the standard R/3 system.
A service contract contains validity dates cancellation conditions price agreements and the information on the possible follow up action.
d) Master contracts: - Its a document in which we can group contracts together as lower level contracts. The master contract contains the general terms, which apply for all lower level contracts.
Creating Contracts: -
SPRO
Sales and Distribution
Sales
Contract
VA41 Create
Contract Types: -
Master ContractGK
QuantityNMS Contract
Value ContractZWK1
Value Contract GeneralWK1
WK2 Material relevant value contract
Service and MaintainSC contract
SPECIAL SALES ORDERS
Cash Sale: - Its an order type which we use, when the customer orders picks up the goods and pays for the goods immediately the delivery is processed as soon as the order has been entered and the billing is related to the order.
Creating Cash sale: -
VA01
Order type CS or BV and everything is same as sales order
Item Category BVN
Note: - In BVN the field Credit Active is not checked.
Note: - when we save the cash sale document the system will automatically create the delivery document. For this the following customizing setting has to be done.
In the definition of the document type CS we need to take the value X [Create delivery immediately if the quantity conformed for today] in the field Immediate Delivery.
Rush Order: - In the rush order transaction the goods are delivered on the same day as the order is placed.
When we save the rush order document the delivery is automatically created and billing is related to delivery.
Creating Rush Order: -
VA01
Document type RO
Item Category TAN
Note: - For the delivery to be automatically created the following setting has
to be done.
In the definition of document type RO take the value X in the field Immediate Delivery
Reward if Useful
Thanx & Regards.
Naren..

Sale order costing process : Help required

Hello All,
Belatted Happy New Year 2011 to all.
I have a question related to Sale Order Costing. It goes like this,
My client is into Pipe coating business who receives the pipe from the customers, coats it as per there requirements and despatches it thereon. There is no concept of FG here as its only the service he is doing on it and also when he receives the pipe there is no raw material cost on it. Raw materials for him would be chemicals etc which he uses to coat the pipe.
And also this demands variant configuration from SD and PP angel.
As this scenario is customer specific, it demands Sale Order based costing(Sale order cost estimate).
My doubt is, how the sale order costing process goes with.
In general scenarios, Make to stock, we use production order based costing where standard cost estimate is calculated for planned cost and actuals are incurred on PO settling the variance to COPA
Similarly how the costing goes with if Sale order cost estimate is used. What i think is, here instead of Standard cost estimate for plan, we will go with Sale order cost estimate at sale order level, and incur actual cost at production order and settle the cost of Production order to Sale order. Correct me if i am wrong, and request you ppl there to explain me the process of costing in the scenario said above.
apart from that, my client wants the flexibility to change the cost estimate at quotation level.
Please suggest me with solution explaining the process of costing here.
Thanks in advance,
Ravi Kumar

Hi Ravi
Your understanding of the scenario is very much right...
In your case, you need to have sales order as cost object...
Process
Your stock would be non valuated stock, because the FG is not your stock.. You are just doing a service
Based on the characteristics chosen in the Sales orders, system would determine the Sales order BOM
Based on sales order BOM, Sales order cost estimate would be calculated....
You would receive the Customer pipe in your stock against the sales order... It would be a non valuated GR... You can track the Qty only
Sales order would trigger a production order... The prod order can have its planned cost, which is only for information sake
The Customer Pipe, Chemicals would be issued to prod order to coat the pipe... And also Labor/machine hrs may be confirmed
There after your production order would be settled on Sales order
Then you would do PGI (Post Goods Isue).. This will not trigger any accounting doc
Then you do billing... The sales revenue would be posted on the sales order
Then you settle the sales order to COPA.. This will close the cycle
Configuration
The IMG Settings required would be as below
1. You would use account assignment category (AAC) E
2. Create a Requirement class with
a. AAC = E.... (Means sales order is CO Object)
b. Valuation Indicator = BLANK (Means Non Valuated Stock)
c. Costing ID/Costing Method = As per your choice to calculate the Sales order cost estimate
3. Assign this req class to Requirement Type
4. Give this req type to your PP/SD team.. They would assign it to Strategy group / Item Category to determine it in the sales order
Regards
Ajay M

Business Process: Final Demand Plan Key Figure in the past for APO DP

Hello APO process experts,
I have a BPX question for APO DP process owners, consultants or gurus:
1.- Have you ever seen in any SAP APO customer, that in their APO DP planning books, they chose or designed to update the Final Demand Plan key Figure in the past closed historical buckets with the Actual Sales?
Meaning that that in the Past closed historical Buckets, Actual Sales and Final Demand Plan, look exactily the same.
Meaning that they create a dynamic Final Demand Plan key figure so to speak, yet they did not choose to create a key figure that also keeps the Final Demand Plan as originally entered.
2.- Would you think that doing the above, without keeping any keyfigure in the planning book that actually shows what the Final Demand Plan was in the Past, is a good practice?
The Demand Planner could still retreive the Final Demand Plan from BI reports, yet, dynamically they could never really see it in the planning book.
3.- Do you think the above dynamic key figure would bias the Demand Planner's behaviour to manipulate the future open Final Demand Plan buckets to enter volumes in order sum to a monthly total, independently of what were the over and underachievements in the past (since they are not really visible to him) ?
I would really like your feedback,
thanks in advance!
JD Loera

Hello Thanks for your feedback.
I agree with your point, and I hope that i still get more feedback from other Business Process Experts.
I am trying to build a case for my client, to challenge the decision of their initial design as this practice is going to hurt the Demand Management process, if what they intend to achieve is a true "unconstrained demand plan"
Much appreciated
JD Loera

Sales Pro Business Process

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