Activity-2-S4HANA Using Global Bike Case Study SD

CASE STUDY
Sales and Distribution (SD)

This case study explains an integrated sales and distribution process in
detail and thus fosters a thorough understanding of each process step and
underlying SAP functionality.
Product MOTIVATION PREREQUISITES

S/4HANA 2020 The data entry requirements in the Before you use this case study, you
Global Bike sales & distribution exercises were should be familiar with navigation in
minimized because much of the the SAP system.
Fiori 3.0 data was stored in the SAP
system. This stored data, known In order to successfully work through
Level as master data, simplifies the this case study, it is not necessary to
processing of business have finished the SD exercises.
Beginner
transactions. However, it is recommended.
Focus In the sales order process, we NOTES
Sales and Distribution used master data for customers,
This case study uses the Global Bike
materials (the products we sold)
data set, which has exclusively been
Authors and pricing to simplify the sales
created for SAP UA global curricula.
Bret Wagner order process.
Stefan Weidner
In this case study, we will create
the master data for a new
Version customer.
4.0
Last Update
September 2021
© SAP UCC Magdeburg

CASE STUDY
Process Overview
Learning Objective Understand and perform an integrated order-to-cash Time 120 min
cycle.
Scenario In order to process a complete order-to-cash process you will take
on different roles within the Global Bike company, e.g. sales agent,
warehouse worker, accounting clerk. Overall, you will be working in the
Sales and Distribution (SD), the Materials Management (MM) and the
Financial Accounting (FI) departments.
Employees involved David Lopez (East Rep. Miami)
Maria Diaz (Sales Person 1)
Matthias Dosch (Sales Person 2)
Sandeep Das (Warehouse Supervisor)
Sergey Petrov (Warehouse Employee)
Stephanie Bernard (Billing Clerk)
Jamie Shamblin (Cost Accountant)
You start the sales order process by creating a new business partner (BP) – called the The Bike
Zone – in Orlando with the role “Customer”. Then, you receive an inquiry which you will process
into a quotation. Once the quotation is accepted by the customer you create a sales order
referencing the quotation. As you will have enough bikes in stock, you deliver the products sold
to your customer, create an invoice and receive the payment. The graphic below displays the
complete process.
© SAP UCC Magdeburg Page 2

CASE STUDY
Table of Contents
Process Overview .................................................................................................................. 2
Step 1: Create New Customer ............................................................................................... 4
Step 2: Create Contact Person for Customer ....................................................................... 12
Step 3: Create BP Relationship ........................................................................................... 15
Step 4: Create Customer Inquiry ......................................................................................... 17
Step 5: Create Customer Quotation ..................................................................................... 22
Step 6: Create Sales Order Referencing a Quotation .......................................................... 26
Step 7: Check Stock Status.................................................................................................. 28
Step 8: Track Sales Order.................................................................................................... 30
Step 9: Start Delivery Process ............................................................................................. 34
Step 10: Track Sales Order.................................................................................................. 36
Step 11: Pick Materials and Post Goods Issue .................................................................... 38
Step 12: Check Stock Status ............................................................................................... 41
Step 13: Create Invoice for Customer ................................................................................. 43
Step 14: Display Billing Document and Customer Invoice ................................................ 45
Step 15: Post Receipt of Customer Payment ....................................................................... 46
Step 16: Review Document Flow........................................................................................ 49
SD Challenge....................................................................................................................... 53

CASE STUDY
Step 1: Create New Customer
Task Create a new customer. Time 15 min

Short Description Use the SAP Fiori Launchpad to create a new customer.
Name (Position) David Lopez (East Rep. Miami)
In this case study, we will create the master data for a new customer. Two Scenario
types of customer data are stored about a customer – sales data and
accounting data. The customer master data is created in three groups, or
views – general, accounting, and sales. Customers can be created centrally,
meaning that all views are generated concurrently, or responsibility can be
distributed so that different personnel in the accounting and sales areas are
responsible for creating and maintaining the data in their respective views.
For this task, central creation will be used to enter all of the needed data to
define a new customer.
To create a new customer, in the Sales and Distribution area use the app Start
Manage Business Partner Master Data.
On the Manage Business Partner screen, select the button . A submenu

will open. Click Organization here. Organization
Note The business partner is created superordinate and assigned roles (for
example customer, vendor). The different roles are created at specific
organizational levels (company code, sales area). Business partners can be
categorized as a person, group, or organization, as follows:

CASE STUDY
 An organization represents units, such as a company (for example, a

legal person), parts of a legal entity (for example, a department) or an
association. Organization is an umbrella term to map every kind of
situation in the day-to-day business activities.
 A group represents a shared living arrangement, a married couple, or
an executive board.
On the Create Organization screen, in the field BP Role click the input help
Customer
icon . In the pop-up that opens, search for Customer and then select the
entry FLCU00 | FI Customer. FLCU00 | FI Customer
Back on the Create Organization screen, please add the following

Company
information. As Organization Title choose Company, and as Name 1 enter The Bike Zone ###
The Bike Zone ###. Remember to replace your three-digit number for ###, 2144 N Orange Ave
Orlando
e.g. if your number is 003, please enter 003. Further, as Street enter 2144 N 32804
Orange Ave, and as City enter Orlando (with the Postal Code 32804). In the US
FL
field Country, please enter US, and choose FL as Region. Finally, for EN
Language select English. Confirm your entries with .

CASE STUDY
A new overview is generated. Make sure that you have selected the Basic Basic Data
Data tab. In the General Information area, in the field Search Term 1 add
your three-digit number ###. ###
Then, select the Roles tab. Auto-scroll will take you to the correct position. Roles
You will see a line with the details of the business partner role as well as the
validity dates. At the end of the line, click to maintain further details.
A new screen is loading. Select the Company Codes tab. Currently, there is Company Codes
no record maintained for the company codes, so please select .
In the Company Code field, click the input help icon . The following pop-
up window opens.
Click on US00 (Global Bike Inc.). In the Finance area, as the Reconciliation US00
1200000
Account enter 1200000 (Trade Receivables) and as the Sort Key choose 001 001
(Posting Date). In the field Payment Term, please add 0001 (Payable 0001
immediately Due net).

CASE STUDY
Select to save the draft. You can save the customer role by clicking
once again afterwards.
Select the Address  Address Details tab. You will see one line with the Address
Address Details
country details as well as the validity dates. Click to maintain more
details.
In the Address area, you can use the button to display all the fields.
Transportation Zone
Please find the Transportation Zone field and click the input help icon .
The following pop-up window will open.
Click on Region East to select it. Finally, use the button again to save
your draft.
Note In the general role of the business partner (BP), the business partner
name and address is entered. The general role data is relevant for sales and
distribution and for accounting. To avoid data redundancy, it is stored
centrally (client-specific). It is valid for all organizational units within a
client.
To be able to add sales area data for the customer you have just created, you
have to assign a new business partner role. For this purpose, select the Roles
tab. There, choose again to create a new row for another Business
Partner Role.

CASE STUDY
In the empty Business Partner Role field, click the input help icon . In the
Customer
pop-up that opens, search for Customer and then select the FLCU01 | FLCU01 | Customer
Customer entry.
At the end of the new row, you can click to add more details. Select
Sales Areas
Sales Areas tab to maintain the sales area data of your customer. Since no
record currently exists, select the button .
In the Sales Organization field, click input help icon . In the pop-up
UE00
window that opens, enter the following data: As the Sales Organization add WH
UE00, as the Distribution Channel enter WH (Wholesale), and as the BI
Division choose BI (Bicycles). Then press to run the search.
Click US East to apply the entries. The fields will be filled accordingly in US East
the General Data tab.
Next, please select the Sales Area Details tab. In the Sales Orders area, as Sales Area Details
Sales District enter US0001 (Pacific Northwest USA) and make sure that as US0001
the Currency USD is specified. USD

CASE STUDY
In the Billing area, as the Incoterms type in FOB (Free on Board) and as the FOB
Miami
Incoterms Location 1 Miami. In the Payment Terms field, please add 0001 0001
(payable immediately due net).
Incoterms (abbreviation for International Commercial Terms) are Incoterms

internationally accepted terms of delivery published by the International
Chamber of Commerce (ICC) for international commercial law.
Subsequently, fill in data for the Shipping area. In the fields Delivery
Priority and Shipping Conditions, use the drop-down lists to select Normal Normal items
items and Standard in chronological order. As the Delivery Plant enter Standard
MI00
MI00 (Miami).

CASE STUDY
In the Accounting area, as the Account assignment group select Domestic Domestic Revenue
Revenue. In the following Partial Deliveries area, in the field Partial
Delivery Per Item, please use the drop-down list and select Partial delivery Partial delivery allowed
allowed. Last but not least, enter data for the final area of this tab, Pricing
and Statistics. In the Price Group field, use the drop-down list to select Bulk Bulk Buyer
1
buyer and as the Customer Pricing Procedure enter 1 (Standard). Compare
your entries with the following screenshots and confirm your entries with
enter.
Then, please select the Taxes tab. For all three tax categories choose the Tax Taxes
0
Classification 0 (Exempt).
Select to save your adjustments as a draft. Then press again to

finish editing the customer role. To finally save the business partner, use the
button in the lower screen area.
The SAP system will create the master data record for the new BP and assign
a unique business partner number. Write down the BP number, which you
can find in the header area.

CASE STUDY
The SAP system will create the master record for the new customer and
assign the customer a unique customer number.
Business Partner
Number (Customer)
___________________
Click on to return to the SAP Fiori launchpad.

CASE STUDY
Step 2: Create Contact Person for Customer
Task Create a contact person for a customer. Time 5 min

Short Description Use the SAP Fiori Launchpad to create a contact person.
Name (Position) Maria Diaz (Sales Person 1)
Now that we have created the master data for our new customer, The Bike Scenario
Zone, we can create the master data for a contact person. A contact person is
an employee/representative of the new customer’s company. The contact
person defines a specific person to communicate with when dealing with The
Bike Zone.
To create a contact person, in the Sales and Distribution area use the app Start
Manage Business Partner Master Data again.
On the Manage Business Partner screen, select the button . A submenu

will open. This time, please choose Person here. Person
On the Create Person screen, in the BP Role field click the input help icon
Person
. In the pop-up that opens, search for Person and then select the entry BUP001 | Contact
BUP001 | Contact Person. Person

CASE STUDY
Back on the Create Organization screen, enter a Person Title, a First Name
and a Last Name of your preference. You can also choose your own name, as
it should be unique. Additionally, as Country please enter US and as
Language EN. Confirm your entries with .
The system will generate a new screen. On the General Information tab, in
###
the Search term 1 field, please add your three-digit number ###.

CASE STUDY
In the lower screen area, use the button to save the business partner.
The SAP system will create the master data record for this BP and your
contact person will be given a unique number. Write down the BP number,
which you can find in the header area
BP Number (Contact
Person)
___________________

CASE STUDY
Step 3: Create BP Relationship
Task Create a BP relationship. Time 5 min

Short Description Use the SAP Fiori Launchpad to create a Business
Partner relationship.
Name (Position) Maria Diaz (Sales Person 1)
The contact person created for The Bike Zone needs to be assigned as a Scenario
business partner within the customer master.
With this step you assign your new customer with the contact person you Start
created in the step before. For this purpose, in the Sales and Distribution area
use the app Manage Business Partner Master Data again.
On the Manage Business Partner screen, in the Business Partner field, Business Partner
Number (Customer)
please enter your business partner number (The Bike Zone). Alternatively, (Orlando)
you can the Location Orlando and the Last Name/Name 1 *### to specify (*###)
your business partner.
Then click to run the search. Your business partner should be displayed
accordingly.
Click on your business partner to display the master data record. Then, in the
uper screen area, please click . The edit mode will be opened.

CASE STUDY
Then, select the Contacts tab. Click to create a new row in the Contacts
Contacts area.
In the Contact Person field, click the input help icon . A pop-up window
BP Number (Contact
will open. In the Business Partner field, please enter the business partner Person)
number of your contact person. Alternatively, you can also use the First (First Name)
(Last Name)
Name and Last Name. Then click to run the search.
Your business partner will be displayed accordingly. Click on the entry to

enter the contact person for your customer (The Bike Zone). Click to
apply your changes to the business partner.

CASE STUDY
Step 4: Create Customer Inquiry
Task Create a customer inquiry. Time 10 min

Short Description Use the SAP Fiori Launchpad to create a customer
inquiry.
Name (Position) Matthias Dosch (Sales Person 2)
Now, we will enter an inquiry from our new customer, The Bike Zone. An Scenario
inquiry is a customer’s request to be provided with a quotation or sales Inquiry
information without obligation. An inquiry can relate to materials or
services, conditions, and if necessary delivery dates.
To create an inquiry, in the Sales and Distribution area, please use the Start
Manage Sales Inquiries app.
Note This dynamic Fiori app displays 2. This means that Global Bike
currently has 2 different customer requests. The number you see depends on
the number of requests that you and the other participants have created
before. You will encounter this functionality in other apps as well.
If you want to display all customer inquiries, click . A list will be

displayed accordingly. On the other hand, if you want to create a new
customer inquiry, click .
In the Inquiry Type field, please enter the code IN (Inquiry) and in the field IN
UE00
Sales Organization type in UE00 (US East). Additionally, as Distribution WH
Channel add WH (Wholesale) and Division BI (Bicycles). BI

CASE STUDY
Compare your entries with the screenshot above. Then, in the lower screen
area, select to be able to enter further data for the inquiry. This will
produce the following screen.
In the Sold-To Party field, please enter the business partner number of Business Partner
Number (Customer)
your customer The Bike Zone.
Note Alternatively, you can search for your GP number by selecting the
###
input help icon in the Sold-To Party field. As Search Term enter ###, and Orlando
as Location enter Orlando. Confirm your entry with enter to run the search.
Double click on the The Bike Zone line to add the GP to the request.
As Cust. Reference enter ###. For the fields Cust. Ref. Date and Valid From, ###
today’s date
please type in today’s date (F4, then enter), whereas for the fields Valid To one month from today
and Req. Deliv. Date one month from today.

CASE STUDY
For PO Number enter ### and for the PO date as well as Valid from date ###
today’s date
enter today’s date (F4, then ). For Valid to date and Req. deliv. Date today’s date
one month from today
enter one month from today (F4, then select the date). one month from today
The Bike Zone wants a quote on two products – the Deluxe Touring Bike
(black) and the Professional Touring Bike (black). To find these products,
we need to use the search function. In the Material field click on the input
help icon .
On the Material by description tab, as Material description enter *Bike* and

*Bike*
as Material type in *### (e.g. *003 if your number is 003). *###
Then click on to run the search. You will get results whose material
description contains “Bike” and whose material code ends with “###”.

CASE STUDY
Double-click on the Deluxe Touring Bike (black) to select it. In the DXTR1###
5
following screen, as Order Quantity enter 5.
Repeat the process to enter an Order Quantity of 2 for the Professional 2

PRTR1###
Touring Bike (black). Press enter to determine the price for this order.
Confirm the information message that appears.
The total price for these 7 bikes to The Bike Zone is 21,400.00, which is
given by the net value. The Expect.Ord.Val is a calculated value which takes
the net value of the order and multiplies it by the probability of having an
inquiry from this customer turn into an actual order. Select both items and
click .
In the lower part of the General Sales Data area, you will find the Order
Probability field. The value represents the rate of turning the inquiry or
quotation item into a sales order. Assuming the probability is 30%, the
expected order value would be 0.30 x 21,400.00 = 6,420.00.
We can change the order probability for an inquiry, which makes sense as
different customer inquiries would have different probabilities of becoming
an actual sales order. Change the Order Probability to 70% and confirm with 70

CASE STUDY
enter. Then, in the upper area, click on (Next item) to go to the PRTR1##
material.
Please also adjust the order probability to 70% there and confirm your 70
change with enter. Click on (Back) to update the inquiry and note the new
Expect.Ord.Val of 14,980.00.
Click on to save the inquiry. The SAP system will assign a unique
number to the inquiry. Please write that number down.
Inquiry Number
___________________

CASE STUDY
Step 5: Create Customer Quotation
Task Create a customer quotation. Time 10 min

Short Description Use the SAP Fiori Launchpad to create a customer
quotation.
An inquiry presents the terms (price, delivery schedule) to a customer

Quotation
considering a purchase. A quotation is similar, except that it is a legally
binding offer for delivering the requested product or services.
The Bike Zone would like a firm quote for the items in the inquiry created Scenario
before. We can do this easily by copying the details from the inquiry into the
new quotation. To do this, in the Sales and Distribution area, use the
Start
Manage Sales Quotations app.
If you want to display all sales quotations, click . A list will be displayed
accordingly. On the other hand, if you want to create a new sales quotation,
click .
In the Quotation Type field, please enter the code QT (Quotation). In the QT
lower screen area, click . In the Create with Reference pop-up

that opens, you can search your inquiry and thus, copy the data into the
quotation. For this purpose, make sure that the Inquiry tab is selected. In the Inquiry
Inquiry field, enter your inquiry number. Inquiry Number
Note Alternatively, if you have forgotten your inquiry number, in the Inquiry
field click the input help icon . In the Sales document according to
customer PO number tab, as Purchase Order No. enter your number (###). ###

CASE STUDY
Then click and double-click your order. Your inquiry number will be
copied to the Create with Reference window accordingly.
Click to copy the information from the inquiry to the quote screen.
This will produce the following screen.
As Cust. Reference enter again ### and as Cust. Ref. Date type in today’s ###
today’s date
date. In the Valid To field, please add one month from today. Check if the one month from today
Req. Deliv. Date is set to one month from today. one month from today
To encourage The Bike Zone to become a loyal customer, you have been
authorized to give a $50.00 discount on each Deluxe Touring bike, as well as
a 5% discount on the entire order.
To add the $50.00, select the Deluxe Touring bike line in the order, then
click on (Item Conditions). You will get a screen that shows the pricing
details for your Deluxe Touring Bike.

CASE STUDY
Note The condition master data includes prices, surcharges, and discounts,
freights, and taxes. You can define condition master data (condition records)
to be dependent on various data. You can, for example, maintain a material
price customer-specifically. In SAP, pricing is done using conditions. The
pricing procedure defines which condition types are to be used to calculate
the final price. Condition type PR00 is a gross price condition.
To add a discount, you can add condition type K004 (material discount) with K004
50
an amount of 50 to the pricing procedure.
After confirming your entry, a new price for the 5 Deluxe Touring bikes will
be calculated.
Note that the discount is now applied to the order. Click return to the
main quotation screen. To apply a 5% discount to the entire order, follow the
pull-down menu path: More ► Goto ► Header ► Conditions

CASE STUDY
To apply the 5% discount, enter RA00 with an amount of 5. Confirm your RA00
5
entries and note that the price does not yet include the 5% discount.
To include the 5% discount, click . The 5% discount is now

applied. Note that it is applied to the price after the $50 discount per Deluxe
Touring bike.
Quotation Number
Click on to save the new quotation. The following success message
appears. Please write down your quotation number. ___________________

CASE STUDY
Step 6: Create Sales Order Referencing a Quotation
Task Create a sales order with reference to a quotation. Time 10 min

Short Description Use the SAP Fiori Launchpad to create a sales order.
The Bike Zone has agreed to the terms and conditions in the quotation, and Scenario
wants to order the bikes in the quotation. As a result, we can simplify the
order creation process by copying the quotation into a sales order.
In the Sales and Distribution area, you can use the Manage Sales Orders app Start
to create a sales order.
If you want to display all sales orders, click . A list will be displayed
accordingly. On the other hand, if you want to create a new sales order, use
the button.
On the Create Sales Documents screen, in the Order Type field, please enter
OR
the code OR (Standard order). In the lower screen area, click on the
button. In the Create with Reference pop-up that opens, you
can search your quotation and thus, copy the data into the order. For this
purpose, make sure that the Quotation tab is selected. In the Quot. field, Quotation
Quotation Number
enter your quotation number.
Note Alternatively, if you have forgotten your quotation number, in the

Quot. field click the input help icon . In the Sales document according to
customer PO number tab, as Purchase Order No. enter your number (###). ###
Then click and double-click your order. Your quotation number will be
copied to the Create with Reference window accordingly.

CASE STUDY
Click to copy the information from the quotation to the sales order
screen. Due to the discounts granted in the offer, please note the Net Value
has been reduced.
###
As Customer Reference enter again ### and as Customer Reference Date today’s date
type in today’s date. Please note that the Requested Delivery Date has been Standard Order Number
copied from the quotation. Click and write down the number of your
sales order. ___________________

CASE STUDY
Step 7: Check Stock Status
Task Check the inventory. Time 5 min

Short Description Use the SAP Fiori Launchpad to check the stock status.
We can check on the inventory level of the bikes in the sales order for The Start
Bike Zone. For this purpose, in the Sales and Distribution area, you can use
the Stock – Multiple Materials app.
You will see the default screen of the app. Due to the high amount of
materials, it is not recommended to search without further restrictions.
Therefore, in the Material Number field, please use the input help icon .
In the pop-up that opens, as Description enter *TOURING* and as Material *TOURING*
*###
type in your number (*###).
Click to run the search and to generate a result list of all “touring” bikes
containing your number “###” in the material code. Select the Deluxe
Touring Bike (black) and the Professional Touring Bike (black). To copy
your selection to the initial screen, click on the button.

CASE STUDY
Back in the Stock – Multiple Materials overview, as Plant enter MI00

MI00
(Miami) and as Storage Location type in FG00 (Finished Goods). Click FG00
to display the corresponding stock levels.
This report shows the stock levels for the plant in Miami. Scroll to the right
to see the unrestricted stock.

CASE STUDY
Step 8: Track Sales Order
Task Track the processing status of the sales order. Time 5 min
Short Description Use the SAP Fiori Launchpad to track a sales order.
Name (Position) Sandeep Das (Warehouse Supervisor)
With relatively little user input, the sales order for The Bike Zone has been Scenario
created. The Track Sales Orders app provides the opportunity to review the
order in detail.
To display and track a sales order, in the Sales and Distribution area, please Start
use the Track Sales Orders app.
You will see the standard view of the app. In the Search field, enter your
###
number (###) and click to run the search process.
Your order will be displayed in the result list. There you can already see first
details like the Overall Fulfillment status or the Net Value.
Please click on the line containing your sales order. You will be forwarded to
the Track Sales Order Details screen, where you can see all the details of the
order.

CASE STUDY
For example, you can see that the quotation processing has been fully
processed (“fully referenced”), but that the processing of the standard order
is currently still “open”. You can also see the requested delivery date of the
order and the planned delivery in the overview.
Afterward, please click on the Items tab. There you will see a list of the Items
ordered bikes and the quantity shipped or already invoiced.
Go back to the Process Flow tab and click on your Standard Order. The Process Flow
following context menu opens.

CASE STUDY
Choose , and in the pop-up that opens, please select the entry
Display Sales Order - VA03. You will be forwarded to the corresponding
app.
In the All Items section, select the line with the Professional Touring Bike
and click (Display Availability) to check availability in detail.
The Availability Overview screen shows that, in this case, there are actually
80 bikes in stock and the order you are displaying will use 2 of these.
Note Your ATP situation could show other inventory quantities.

CASE STUDY
Choose . If this button is not displayed, you will find the entry
in the pull-down menu under: More ► Scope of check. The following
screen will be displayed.
This screen displays the elements considered when performing the

availability check. For example, With Purchase Orders is selected, which
means that a purchase order will be considered as available stock from its
receipt date onward. Click to close the pop-up window and click to
return to the appointment order overview.
Select the Deluxe Touring Bike and click (Item Conditions) to view the
conditions again. Note that the two discounts have been manually applied to
this item.

CASE STUDY
Step 9: Start Delivery Process
Task Start the delivery process. Time 5 min

Short Description Use the SAP Fiori Launchpad to start the delivery
process.
Name (Position) Sergey Petrov (Warehouse Employee)
To start the process that will fulfill The Bike Zone’s order, we need to create Start
a delivery document. To do this, in the Sales and Distribution area, please
use the Create Outbound Deliveries – From Sales Orders app.
The app starts with a collapsed header area. Please expand it by clicking
(Expand Header).
Note You trigger shipping activities by creating deliveries. The responsible

Shipping Point
organizational unit for creating deliveries is the shipping point. The
shipping point can be a loading ramp, a mail depot, or a rail depot. It can also
be, for example, a group of employees responsible (only) for organizing
urgent deliveries.
On the Create Outbound Deliveries screen, in the Ship-to party field please Business Partner
Number (Customer)
enter your business partner number (The Bike Zone).
Note Alternatively, you can search for your GP number by selecting the
input help icon in the Ship-to party field. A pop-up screen will open. As *###
Full Name enter *###, and as Location enter Orlando. Click to run the Orlando
search.

CASE STUDY
Select your customer and apply the entry to the initial screen by clicking .
In addition, as Shipping Point please enter MI00, and remove the Planned MI00
Creation Date. Click to run the search. The sales order will be displayed.
Select the sales document and choose the button . You will
see that the sales document is no longer available. Additionally, you will
receive a confirmation that your outbound delivery has been created.

CASE STUDY
Step 10: Track Sales Order
Task Display a sales order. Time 5 min

Short Description Use the SAP Fiori Launchpad to track a sales order.
use the Track Sales Orders app again.
###
Your order will be displayed in the result list. You can now see changes from
the previous state. The Overall Fulfillment is now set to Partially processed
and the Order Processing is completely processed.
order.

CASE STUDY
In the overview that opens, you can see the completed standard order and the
delivery that is still “open”. In addition, billing has already been planned
automatically by the system. In the header area, the shipping status (Not
shipped; previously: Delivery Not Started) and the billing status (Not
invoiced, previously: Not Relevant for Invoicing) have also changed.

CASE STUDY
Step 11: Pick Materials and Post Goods Issue
Task Pick materials on delivery note. Time 5 min

Short Description Use the SAP Fiori Launchpad to pick materials and to
post a goods issue.
Picking a material changes the outbound delivery document, while goods Start
issue subsequently changes the ownership of the material from Global Bike
to The Bike Zone. To do this, in the Sales and Distribution area, please use
the Manage Outbound Deliveries app.
The app starts with a collapsed header area. Please expand it by clicking .
Business Partner
In the Ship-to party field, please enter your business partner number. Number (Customer)
Note If you have forgotten your GP number, proceed as in the steps before.
In addition, as the Shipping Point enter MI00 and as Overall Status select MI00
All Open Deliveries. To run the search, click . Your outbound delivery is All Open Deliveries
now displayed.
You can see that neither picking nor goods issue has been processed yet.
Click on the line that contains your outbound delivery to get more details.

CASE STUDY
Please return to the Deliveries overview by clicking . Then, select to

start picking. You will automatically be forwarded to the Pick Outbound
Delivery app. Your outbound delivery is already preselected.
In the Delivery Items area, enter the appropriate quantities in the Picking
5
Quantity fields: For your DXTR1### 5 and for your PRTR1### 2. 2

CASE STUDY
Picking is the process of preparing or staging goods for delivery to the Picking
customer, with particular attention to dates, quantity and quality.
At the end of the Deluxe Touring Bike row, select . In the Delivery Item 1
FG00
of 2 screen, in the Storage Location field, enter FG00 (Finished Goods).
Click and repeat this step for the PRTR1### material. PRTR###
Back in the Pick Outbound Delivery screen, please choose . You will
receive a corresponding message from the system. In addition, the screen
content changes. Picking is now complete and goods issue is ready.
In the lower screen area, you can now click to post the goods issue.
The screen content changes again. Both picking and goods issue are now
complete.

CASE STUDY
Step 12: Check Stock Status
Task Check the inventory. Time 5 min

Short Description Use the SAP Fiori Launchpad to check the stock status.
The goods issue of the order has an impact of the inventory level of the bikes Start
for Global Bike. To have a look at it, in the Sales and Distribution area, you
can use the Stock – Multiple Materials app.
You will see the default screen of the app. Due to the high amount of
materials, it is not recommended to search without further restrictions.
Therefore, in the Material Number field, please use the input help icon .
In the pop-up that opens, as Description enter *TOURING* and as Material *TOURING*
*###
type in your number (*###) again.
Click to run the search and to generate a result list of all “touring” bikes
containing your number “###” in the material code. Select the Deluxe
Touring Bike (black) and the Professional Touring Bike (black). To copy
your selection to the initial screen, click on the button.

CASE STUDY
Back in the Stock – Multiple Materials overview, as Plant enter MI00

MI00
(Miami) and as Storage Location type in FG00 (Finished Goods). Click FG00
to display the corresponding stock levels again.
This report shows the stock levels for the plant in Miami. Scroll to the right
to see the unrestricted stock. The inventory was reduced by the quantity for
which the goods issue was posted.

CASE STUDY
Step 13: Create Invoice for Customer
Task Create a billing document for a customer. Time 10 min

Short Description Use the SAP Fiori Launchpad to create a customer billing
document.
Name (Position) Stephanie Bernard (Billing Clerk)
With the delivery complete, the customer can be invoiced. To do this, in the Start
Sales and Distribution area, use the Create Billing Documents app.
In the Create Billing Documents screen, all Billing Due List Items are
automatically listed. For a better overview, the listing should be filtered. To Business Partner
do this, in the Sold-to party field, enter your business partner number. Number (Customer)
Note If you have forgotten your GP number, proceed as in the steps before.
Apply the new filter. Therefor, click on to restrict the result list. Your
sales document will be the only one displayed.
Select your sales document and choose . The system

prepares the customer invoice: The date and sold-to party are copied from
the previous selection.

CASE STUDY
Choose the Process Flow tab. There you can track the steps taken in advance Process Flow
that are relevant for the customer invoice.
Continue to the Pricing Elements tab. As a billing clerk, you can view the Pricing Elements
discounts granted in the quotation creation and how the total price is thus
composed.
To save the new customer invoice, select .

CASE STUDY
Step 14: Display Billing Document and Customer Invoice
Task Display a billing document and a customer invoice. Time 5 min

Short Description Use the SAP Fiori Launchpad to display a billing
document/customer invoice.
Name (Position) Stephanie Bernard (Billing Clerk)
Now that the billing document has been created, it needs to be posted. Start
Therefor, in the Sales and Distribution area, use the Manage Billing
Documents app.
On the Manage Billing Documents screen, in the Sold-to party field, please
Business Partner
enter your business partner number. Number (Customer)
Note Alternatively, in the Sold-to party field, click the input help icon and
###
search for your business partner using your number (###) as in the previous
step.
Select to display your invoice. Select your entry and choose . This
will send the invoice to the customer.

CASE STUDY
Step 15: Post Receipt of Customer Payment
Task Post a customer payment receipt. Time 10 min

Short Description Use the SAP Fiori Launchpad to post a customer
payment receipt.
Name (Position) Jamie Shamblin (Cost Accountant)
After The Bike Zone mails its payment, it needs to be recorded. To do this, Start
in the Sales and Distribution area, please use the Post Incoming Payments
app.
You will be directed to the following screen.
In the General Information area, as Company Code enter US00 (Global Bike US00
Inc.). In the fields Posting Date and Journal Entry Date, use (Open Current Date
Picker) to enter the current date. Also, in the Period field, select the
Current Period
current period (for example, 09 for September). As the Journal Entry Type
make sure that DZ (Customer Payment) is selected. DZ

CASE STUDY
In the Bank Data area, as G/L account select 1810000 (Bank 1). Please also 1810000
20,092.50 USD
add the amount 20,092.50 USD. In the Open Item Selection area, as the
Account Type select Customer, and add in the field directly next to it your Customer
Business Partner
business partner number. Compare your entries with the following Number (Customer)
screenshots.
Click on . In the upper part of the screen, you can see that the
balance has changed to . This is due to the open customer
invoice. In the Open Items area, the posting document from the previous
steps will also be proposed to you.

CASE STUDY
Select in the line of the posting document. The open items are
added to the Items to be Cleared with the recorded incoming payment.
Since the incoming payment covers the full amount, the balance is cleared
again ( ). Click to save the incoming payment. The
system will automatically assign a number to it.
Journal Entry
Incoming Payment:
___________________
Choose to additionally display the posting document. In the Manage

Journal Entries screen, you can view individual posting items.

CASE STUDY
Step 16: Review Document Flow
Task Review the document flow. Time 5 min

Short Description Use the SAP Fiori Launchpad to review the document
flow.
The document flow tool links all documents that were used in The Bike Document Flow
Zone’s sales order. Again, there are many ways to access the document flow
tool. One way is to start by displaying the sales order document.
use the Track Sales Orders app again.
###
Your order will be displayed in the result list. Again, you can see changes
from the previous state. The Overall Fulfillment is now set to Completely
Processed.
order. For example, in the Fulfillment area the document flow for the sales
order is displayed. All related documents are completely generated and
recorded.

CASE STUDY
Depending on which document is selected, the content of the right screen

changes. Thus, information on the delivery or the invoice can be viewed
directly. Choosing the Fulfillment Standard Order, the steps from the
quotation to the journal entry are displayed as a process flow. The respective
documents can also be called up from here.
As you can see, in the header area, both the shipping status (Completely
Shipped) and the invoicing status (Completely Invoiced) have changed again.
Finally, on the Process Flow tab, select the journal entry to open the context Process Flow
menu. Click Manage Journal Entries to access the corresponding app. Manage Journal Entries

CASE STUDY
You can see the line items in the header data of the journal entry. However,
Related Documents
choose the Related Documents tab. Then expand the document flow
completely.
Except for the incoming payment, you can see all documents generated for
the sales order. This additionally includes the customer inquiry, as well as
the material document including the accounting document of the delivery.
Click the document number of the sales order to open the context menu and
choose . In the pop-up that opens, select the Display Document Flow
app.

CASE STUDY
In the following screen you can see both the operational document flow and
the G/L document flow.

CASE STUDY
SD Challenge
Learning Objective Understand and perform an integrated order-to-cash- Time 75 min

process.
Motivation Having successfully completed the case study Sales and Distribution, you should be able
to perform the following task independently.
Scenario Your customer has opened a new store Alster Adventures and wishes to profit from your
new initiative, which promises one free off-road helmet for each mountain bike ordered. A single
position can be marked as Free of Charge Item (TANN) within the Item detail view of a standard
order. Please note that off-road helmets belong to a different division. Create a new customer Alster
Adventures by copying from Alster Cycling (Debitor 14000). Both customers are sharing one address.
Your new customer should be supplied from the factory in Hamburg (HH00) via the sales
organization Germany North (DN00). Remember that in Europe, the EURO is the usual currency.
German companies are taxable. Notice that you need to create your customer Alster Adventures for all
three divisions to be able to release cross-division orders.
Subsequently, please order five mountain bikes for men and five mountain bikes for women in the
role of Alster Adventures. Since Alster Adventures is a new customer, the company gets 50$ discount
on each ordered mountain bike and an additional discount of 3% of the net price for the complete
purchase.
Note the new customer will be created by references to a German customer, so the standard
communication language is automatically set to German.
Task Information Perform a complete order-to-cash-process including the incoming payment of
your customer. Since this task is based on the case study Sales and Distribution, you are allowed to
use it for support. It is however recommended to solve this advanced task without support to test the
newly gained knowledge.

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CASE STUDY

Sales and Distribution (SD)

Product MOTIVATION PREREQUISITES

© SAP UCC Magdeburg

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Step 1: Create New Customer

Task Create a new customer. Time 15 min

On the Manage Business Partner screen, select the button . A submenu

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 An organization represents units, such as a company (for example, a

Back on the Create Organization screen, please add the following

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Incoterms (abbreviation for International Commercial Terms) are Incoterms

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Select to save your adjustments as a draft. Then press again to

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Click on to return to the SAP Fiori launchpad.

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Step 2: Create Contact Person for Customer

Task Create a contact person for a customer. Time 5 min

On the Manage Business Partner screen, select the button . A submenu

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Click on to return to the SAP Fiori launchpad.

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Step 3: Create BP Relationship

Task Create a BP relationship. Time 5 min

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Your business partner will be displayed accordingly. Click on the entry to

Click on to return to the SAP Fiori launchpad.

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Step 4: Create Customer Inquiry

Task Create a customer inquiry. Time 10 min

If you want to display all customer inquiries, click . A list will be

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On the Material by description tab, as Material description enter *Bike* and

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Repeat the process to enter an Order Quantity of 2 for the Professional 2

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Click on to return to the SAP Fiori launchpad.

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Step 5: Create Customer Quotation

Task Create a customer quotation. Time 10 min

An inquiry presents the terms (price, delivery schedule) to a customer

lower screen area, click . In the Create with Reference pop-up

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To include the 5% discount, click . The 5% discount is now

Click on to return to the SAP Fiori launchpad.

© SAP UCC Magdeburg Page 25

Step 6: Create Sales Order Referencing a Quotation

Task Create a sales order with reference to a quotation. Time 10 min

Note Alternatively, if you have forgotten your quotation number, in the

On the Material by description tab, as Material description enter Bike and