Sales and Distribution (SD) Case Study

Jun 21st, 2015
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Alabama State University
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In this case study, we will create the master data for a new customer. Two 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.

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ProductSAP ERPG.B.I.Release 6.04LevelUndergraduateGraduateBeginnerFocusSales and DistributionAuthorsBret WagnerStefan WeidnerVersion2.11MOTIVATIONThe data entry requirements in the sales & distribution exercises (SD 1 through SD 8) were minimized because much of the data was stored in the SAP system. This stored data, known as master data, simplifies the processing of business transactions. In the sales order process, we used master data for customers, materials (the products we sold) and pricing to simplify the sales order process.In this case study, we will create the master data for a new customer. PREREQUISITESBefore you use this case study, you should be familiar with navigation in the SAP system.In order to successfully work through this case study, it is not necessary to have finished the SD exercises (SD 1 through SD 8). However, it is recommended.NOTESThis case study uses the Global Bike Inc. (G.B.I.) data set, which has exclusively been created for SAP UA global curricula.Create Customer QuotationTask Create a customer quotation.Time 10 minShort Description Use the SAP Easy Access Menu to create a customer quotation.Name (Position) David Lopez (East Rep. Miami)An inquiry presents the terms (price, delivery schedule) to a customer 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 f

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