SAP SD | Configuration and definition of Enterprise structure | Enterprise Structure | Part 2

00:30:36
https://www.youtube.com/watch?v=rK1ZBgSX2QA

概要

TLDRThis video focuses on setting up and configuring various structural elements within a SAP system's sales and distribution module. It explains the process of defining a sales area, which requires combining sales organization, distribution channel, and division, and it's essential for processing sales transactions. The video further details creating and assigning sales offices, describing how they represent geographical branches or territories. It outlines steps to define and assign sales groups, which organize sales staff by area of responsibility. The tutorial also covers configuring plants and their linkage to company codes, critical for financial transaction processing. Finally, it instructs on assigning sales organization and distribution channel combinations to plants, which is necessary for creating valid sales orders within the system.

収穫

  • 📊 A sales area is essential for processing sales transactions in SAP SD.
  • 🏢 Sales offices represent branch locations or territories.
  • 👥 Sales groups organize staff based on sales responsibilities.
  • 🏭 A plant is crucial for managing material movements and financial transactions.
  • 🔗 Assigning plants to company codes links material movements to financial transactions.
  • 🖥️ Sales organization and distribution channel must be assigned to plants.
  • ✅ Proper configuration is necessary to avoid system errors in order processing.
  • 💼 SAP organizational configuration involves multiple hierarchical levels.
  • 🧐 Each element in the structure plays a specific role in the overall process.
  • 💾 Saving configurations ensures changes are stored and executed within SAP.

タイムライン

  • 00:00:00 - 00:05:00

    In this segment, the speaker discusses the steps completed so far in setting up an organizational structure in a CPOE system. Previously, the sales organization was defined, and sales organization assignments were made to a company code. Two distribution channels and two divisions were also defined and assigned. The next step discussed is setting up a sales area, which requires a combination of the sales organization, distribution channel, and division to process a sales transaction in the SD module.

  • 00:05:00 - 00:10:00

    The setting up of sales areas is continued. Sales areas are created using previously defined sales organizations, distribution channels, and divisions. The process involves navigating the SD transaction to add new sales areas and assigning divisions to entries. The speaker demonstrates creating sales areas by assigning combinations of sales organization, distribution channel, and division, then saving the changes successfully.

  • 00:10:00 - 00:15:00

    After setting up sales areas, the speaker moves on to defining the sales office. A sales office can represent branches or sales territories. The process of creating a sales office involves entering a sales office key, description, and address details. The speaker provides an example with a sales office in Los Angeles, showing how to input various address fields and saving the information.

  • 00:15:00 - 00:20:00

    Post defining sales offices, the assignment of sales offices to sales areas is detailed. This involves linking each sales office to appropriate sales areas using their keys. The speaker demonstrates assigning sales offices to sales areas for different combinations of distribution channels and divisions, confirming assignments by saving them into the system.

  • 00:20:00 - 00:25:00

    The speaker introduces the concept of a sales group, which organizes sales staff based on sales types or areas, like government contracts. The creation of sales groups involves specifying a group identifier and description. These groups are then assigned to sales offices. The example covers setting up groups and linking them to sales offices, emphasizing the importance of defining sales group hierarchies to ensure systematic operations.

  • 00:25:00 - 00:30:36

    Finally, the setup process extends to defining plants in logistics. A plant is characterized as a logistics entity, such as a production facility or stock location. The steps include creating a plant, defining its key and name, setting address details, and specifying a factory calendar for operations. The plant is then assigned to a company code. Additionally, combinations of sales organizations and distribution channels are assigned to plants to enable sales operations, emphasizing compliance in customization settings for order creation.

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マインドマップ

Mind Map

よくある質問

  • What was defined in the previous lecture?

    In the previous lecture, a sales organization was defined, assigned to a company code, and two distribution channels and divisions were set up.

  • What is a sales area in SAP?

    A sales area is the minimum structure required to process a sales transaction in the SD module, combining sales organization, distribution channel, and division.

  • How do you assign a sales office?

    A sales office is assigned by defining it first and then associating it with a sales area through SAP transaction codes.

  • What is a sales group?

    A sales group is a grouping of sales staff, typically organized by area of responsibility or types of sales.

  • What is the purpose of assigning a plant in SAP?

    A plant is assigned to a company code for processing material movements and recording related financial transactions.

  • Can a plant be assigned to multiple company codes?

    No, a plant has a one-to-many relationship with company codes, meaning it cannot be assigned to multiple company codes.

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  • 00:00:09
    hello everyone and thank you for a
  • 00:00:13
    debate about videos we will continue
  • 00:00:16
    with the next part of defying enterprise
  • 00:00:21
    structure in a CEO be system in previous
  • 00:00:28
    lecture we define our sales organization
  • 00:00:34
    we assign our sales organization to a
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    company code we define two distribution
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    channels and assign them to our sales
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    organization after that we defined two
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    divisions and assign them to our SAS
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    transition and now we'll continue to
  • 00:01:05
    define our organizational structure in
  • 00:01:07
    the CPOE system and the next step will
  • 00:01:12
    be setting up as sales area a sales area
  • 00:01:19
    is the bare minimum structure required
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    to process a sales transaction in the SD
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    module sales area combines sales
  • 00:01:33
    organization distribution channel and
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    division that we have created so far you
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    cannot create a sales order or enter a
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    customized a record in SD without a
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    sales area so far we have created one
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    sales organization to distribution
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    channels and two divisions now it's time
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    to use our sales organization
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    distribution channels and divisions to
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    set up
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    sales area now we'll set up our sales
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    organization again go to as the
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    transaction a CD reference I'll go to
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    and the broad structure go to assignment
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    sales and distribution and click on
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    setup sales area here you see the list
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    of all sales errors in the system and
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    you press new entries to add new sales
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    areas sales organization we need to
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    create our sales areas for test
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    generation so we entered test here we
  • 00:03:40
    can find our sales organization pressing
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    this small button here which is list of
  • 00:03:48
    all sales organizations and double-click
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    on test sales organization after that we
  • 00:04:00
    need to find our distribution channel
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    the created to we assigned to
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    distribution channels to this sales
  • 00:04:13
    organization so we see the list of these
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    two entries one retail retail sales and
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    one internet cells we need to assign our
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    division to every entry
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    so first we enter er retail sales and
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    find division division 50 computers
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    press ENTER then we need to add a second
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    combination as second sales area so
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    distribution channel we will be the same
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    retail sales by division will be the
  • 00:05:00
    next one PT 1 t-shirts again and test
  • 00:05:11
    sales organization distribution channel
  • 00:05:15
    will be internet sales division will be
  • 00:05:21
    computers press ENTER and the last entry
  • 00:05:28
    sales organization test this has been
  • 00:05:32
    the Asian test distribution channel
  • 00:05:38
    internal sales and division t-shirts and
  • 00:05:48
    press ENTER so now we set up for sales
  • 00:05:59
    errors for the combination of sales
  • 00:06:03
    organization distribution channel and
  • 00:06:06
    division after we make all changes here
  • 00:06:13
    we press Save button
  • 00:06:19
    we have a system message data was saved
  • 00:06:25
    so this means that we have successfully
  • 00:06:28
    created our sales areas we can press
  • 00:06:33
    back button and in the list of all sales
  • 00:06:37
    errors we can find our sales rep sales
  • 00:06:44
    organization and sales area was that
  • 00:06:46
    sales transaction okay and here we see
  • 00:06:53
    our new sales areas for sales
  • 00:06:58
    organization test and we can return to
  • 00:07:04
    SCP easy access menu the next element of
  • 00:07:08
    the organizational structure in sales
  • 00:07:11
    and distribution module is sales office
  • 00:07:15
    MCP you can maintain morale sales
  • 00:07:19
    relative geographical locations of your
  • 00:07:21
    organization as sales offices you can
  • 00:07:25
    set up a sales office in a city to
  • 00:07:28
    represent a branch office or even a
  • 00:07:31
    sales territory to define our sales
  • 00:07:36
    office we go to a sparrow transaction
  • 00:07:47
    follow a city reference IMG go to
  • 00:07:54
    enterprise structure go to definition go
  • 00:08:04
    to sales and distribution and click on
  • 00:08:12
    maintain sales artist here we see the
  • 00:08:19
    list of sales offices in the system
  • 00:08:21
    press new entries to add new sales
  • 00:08:26
    artists the fields of the new enter
  • 00:08:29
    screen eyes follows
  • 00:08:31
    sales office here you enter a full
  • 00:08:35
    character numeric or alphanumeric
  • 00:08:36
    identify a key to your sales office
  • 00:08:41
    description here you enter a description
  • 00:08:45
    for your sales office the description
  • 00:08:48
    can be a maximum of twenty characters
  • 00:08:50
    long address bottom here you enter their
  • 00:08:56
    communication address for your sales
  • 00:08:58
    office to enter an address for sign of
  • 00:09:01
    artists need to select the required
  • 00:09:03
    sales office but first we need to create
  • 00:09:06
    it
  • 00:09:07
    so the first step treat our sales office
  • 00:09:11
    technical name sales COF f-test
  • 00:09:29
    sales office will be description and
  • 00:09:33
    press enter system automatically open
  • 00:09:40
    new window
  • 00:09:41
    new window for address data name menu
  • 00:09:48
    because sales artists search item will
  • 00:09:57
    be guest street house number three to be
  • 00:10:03
    Main Street house number 125 postal code
  • 00:10:16
    will be nine four one zero five country
  • 00:10:21
    United States region California and City
  • 00:10:29
    Los Angeles the end working to all other
  • 00:10:39
    entries but for now we can leave them
  • 00:10:42
    blank
  • 00:10:44
    and press copy so now we select our
  • 00:10:53
    sales office and press address we will
  • 00:10:57
    see all data set with entry in previous
  • 00:11:02
    step again press copy and press save
  • 00:11:15
    data was saved successfully we can
  • 00:11:24
    return to the main screen
  • 00:11:36
    once you define their sales office the
  • 00:11:39
    next step is to assign the sales office
  • 00:11:42
    to a sales area you can reach the
  • 00:11:48
    customization screen to assign a sales
  • 00:11:50
    office to a sales area by using
  • 00:11:55
    production code SP r o SE p reference ng
  • 00:12:03
    and the price russian assignment save
  • 00:12:13
    some distribution a sign sales office to
  • 00:12:20
    sales area double pressing your entries
  • 00:12:28
    and now we can enter all sales areas
  • 00:12:42
    which we need to assign to sell focus so
  • 00:12:46
    test such renovation distribution
  • 00:12:51
    channel retail sales division computers
  • 00:12:59
    and sales artists are when you sales
  • 00:13:04
    office s o FF test sales artist next
  • 00:13:12
    sales area
  • 00:13:13
    salinization test distribution channel
  • 00:13:19
    retail sales division t-shirts sell
  • 00:13:29
    focus tests so far
  • 00:13:36
    next one test distribution channel
  • 00:13:43
    internet sales divisional computers and
  • 00:13:53
    test sales artists and the last one
  • 00:14:00
    sales organization test distribution
  • 00:14:04
    channel internet sales division t-shirts
  • 00:14:14
    and sales artists test sales artists and
  • 00:14:26
    now within save our data data was saved
  • 00:14:33
    and we have successfully assigned sales
  • 00:14:37
    office to our sales areas we can go back
  • 00:14:44
    to the main screen this next level of
  • 00:14:54
    organization structure is sales group a
  • 00:14:58
    sales group represents grouping of your
  • 00:15:01
    sales staff these grouping is generally
  • 00:15:05
    made on the basis of areas opens the
  • 00:15:07
    possibility for example you may have one
  • 00:15:12
    group of sales staff it only is solid
  • 00:15:15
    it's government contracts at another
  • 00:15:17
    group the deals with heiress nails to
  • 00:15:23
    define our sales group go to
  • 00:15:26
    customization guide transaction STR own
  • 00:15:30
    I see here a force mg and the price
  • 00:15:37
    structure definitions sales and
  • 00:15:45
    distribution
  • 00:15:50
    maintain sale group click new entries
  • 00:16:01
    button to open the you enter screen on
  • 00:16:05
    new entry screen you see two fields
  • 00:16:08
    sales group and description sales group
  • 00:16:14
    here you can enter a sweet character
  • 00:16:17
    numeric or alphanumeric identify key in
  • 00:16:20
    this field and description you can enter
  • 00:16:23
    a description for our sale group the
  • 00:16:26
    description can be a maximum twenty
  • 00:16:28
    characters long sales groups first sell
  • 00:16:40
    group will be government contracts and
  • 00:16:57
    contracts and press enter press a button
  • 00:17:11
    and we have successfully defined our
  • 00:17:17
    sales group one for government contracts
  • 00:17:21
    and one for sale cutters once helped
  • 00:17:28
    defied a Cell Group the next step is to
  • 00:17:31
    assign the sales group to the sales
  • 00:17:33
    offices from which it can operate so we
  • 00:17:40
    can go to enterprise structure
  • 00:17:46
    assignment sales and distribution
  • 00:17:56
    a sign sales group do sales artists
  • 00:18:06
    press new entries button first we need
  • 00:18:13
    to find our sales office our sales
  • 00:18:20
    office is s o FF test sales artist and
  • 00:18:29
    enter sales group first sales group is
  • 00:18:36
    government contracts press ENTER and the
  • 00:18:44
    next entry is sales office and self
  • 00:18:52
    group for reseller contracts press ENTER
  • 00:19:00
    and press a button and now we have
  • 00:19:08
    successfully assigned our sales group to
  • 00:19:12
    sales artists and we can return to the
  • 00:19:17
    main screen next type in Agins ation
  • 00:19:26
    structure use the configure in plants in
  • 00:19:30
    a sleepy a plank is an organizational
  • 00:19:32
    entity central to the logistics
  • 00:19:34
    operation the plant can be a production
  • 00:19:38
    facility a material stop location or
  • 00:19:41
    even our facility from the point of view
  • 00:19:47
    of a CP SD a plant can be defined as a
  • 00:19:50
    material stock location from weapons
  • 00:19:53
    force the delivery of ghosts real
  • 00:19:56
    customers
  • 00:20:01
    now we will define our plans go to
  • 00:20:09
    customization screen and secure Fence
  • 00:20:16
    IMG and the price structure definition
  • 00:20:24
    logistic general define copy delete and
  • 00:20:30
    check planned click on the file and
  • 00:20:40
    press new entries and the fields of the
  • 00:20:47
    new entry screen are as follows the
  • 00:20:49
    planned here you enter a four character
  • 00:20:52
    identified key for a planned name one
  • 00:20:56
    and nine to kill you provide identifying
  • 00:21:01
    name or description for a planned
  • 00:21:06
    detailed information with rice fields
  • 00:21:11
    and disease grouping are used to capture
  • 00:21:13
    the address details to the plans this
  • 00:21:16
    includes information such as house
  • 00:21:19
    number Street region country city postal
  • 00:21:23
    code P o box as you can see all these
  • 00:21:26
    fields are grayed out
  • 00:21:30
    you need to click on the address button
  • 00:21:34
    to maintain this address data but first
  • 00:21:38
    we'll create a bubble region of plant
  • 00:21:43
    tht test name one will be test
  • 00:22:01
    now and just name just one title company
  • 00:22:13
    search item text country United States
  • 00:22:23
    sweet house five postal code nine five
  • 00:22:41
    zero five city region TX Texas press
  • 00:22:59
    ENTER and we have factory calendar the
  • 00:23:09
    value in this field represents the
  • 00:23:11
    operational factory calendar for the
  • 00:23:15
    plant a factory calendar said the
  • 00:23:18
    working man working days for a plant we
  • 00:23:33
    see us a factory calendar and check it
  • 00:23:41
    after that press save
  • 00:23:48
    the window gain shown with address Delta
  • 00:23:51
    and press Continue data was saved this
  • 00:24:01
    means that we have successfully defined
  • 00:24:04
    a plant we can return to main screen
  • 00:24:14
    okay and once you have defined a plant
  • 00:24:18
    the next step is to assign it to its
  • 00:24:22
    respective company code this is very
  • 00:24:25
    important because all of the material
  • 00:24:27
    movements are carried out in the
  • 00:24:29
    framework of the plant each material
  • 00:24:31
    movement that results in a financial
  • 00:24:34
    transaction requires posting to account
  • 00:24:36
    in this settings provides a link between
  • 00:24:39
    the plant and the company code for such
  • 00:24:42
    Boston is very important the plant has a
  • 00:24:47
    one to a great relationship with the
  • 00:24:50
    company code you cannot assign the same
  • 00:24:53
    client to multiple carbon codes also one
  • 00:24:57
    common code can have multiple plants
  • 00:25:00
    assigned within reach the customization
  • 00:25:06
    screen to assign a plant to its
  • 00:25:08
    respective company code go to enterprise
  • 00:25:12
    structure assignment logistics general
  • 00:25:28
    and click on a sign plant to company
  • 00:25:34
    code press new entries find our test
  • 00:25:47
    company code
  • 00:25:50
    it was p08 0 and our plant test
  • 00:26:27
    and press enter press a button and now
  • 00:26:43
    we have successfully assigned our plant
  • 00:26:47
    to our company code and we can return to
  • 00:26:54
    the main screen
  • 00:27:06
    what's plant is defined the next step is
  • 00:27:09
    to assign the combination of sales
  • 00:27:11
    organization and distribution channel to
  • 00:27:14
    the list of allowed plants from where
  • 00:27:16
    the sales condition current sells goods
  • 00:27:19
    if he means the settings you will not be
  • 00:27:23
    we will not be able to create an order
  • 00:27:26
    in a sleepy when you create a new
  • 00:27:29
    audience ICP system and simply looks
  • 00:27:32
    into the customization settings to find
  • 00:27:34
    out whether there is any plant assign to
  • 00:27:38
    the combination of sales organization
  • 00:27:40
    institution channel used in the sales
  • 00:27:42
    order if no entry is found
  • 00:27:45
    ICP generates an error message stating
  • 00:27:49
    that it could not find an entry for the
  • 00:27:51
    plant now go to customization guide as
  • 00:28:06
    all interaction a city reference I'm
  • 00:28:13
    gene and the power structure assignment
  • 00:28:27
    sales and distribution assign
  • 00:28:35
    sales organization distribution channel
  • 00:28:37
    to plant double-click press new entries
  • 00:28:50
    sales organization our sales
  • 00:28:53
    organization is test distribution
  • 00:29:01
    channel retail sales and plant test
  • 00:29:14
    plant
  • 00:29:18
    press enter and the second entry is
  • 00:29:25
    sales organization test distribution
  • 00:29:33
    channel internal sales and planned use
  • 00:29:48
    test plant press enter and now you can
  • 00:29:58
    save changes now we have successfully
  • 00:30:05
    assigned our combination of sales
  • 00:30:07
    organization and distribution channel to
  • 00:30:11
    punt return to the main screen
  • 00:30:26
    we will continue in next lecture and for
  • 00:30:31
    now thank you for watching everybody of
  • 00:30:33
    all videos
タグ
  • SAP
  • Sales Area
  • Sales Office
  • Sales Group
  • Plant Configuration
  • Enterprise Structure
  • Distribution Channel