Unit 09: Sales Order Management

Front 1

List 5 organizational levels that are used in sales order management?

Back 1

- Company code
- Sales area
- Plant
- Storage location
- Shipping point

Front 2

List 4 master data elements that are used in sales order management?

Back 2

- Customer master
- Material master
- Condition master
- Output master
- Customer-material info record

Front 3

What are partner functions?

Back 3

Partner functions can be thought of as "contacts." They are default values for partner roles such as "sold-to-party", "ship-to-party", etc., that are stored in the customer master sales area data and copied to sales orders upon creation.

Front 4

List 7 partner functions, indicating which are mandatory.

Back 4

- Sold-to party (mandatory)
- Ship-to party (mandatory)
- Bill-to party (mandatory)
- Payer (mandatory)
- Contact persons
- Forwarding agent
- Personnel

Front 5

List 3 uses of the customer-material info record

Back 5

- Provides preferred default values when processing an order or delivery document
- Allows cross-referencing between internal and customer material numbers and descriptions
- Specifies shipping information for the customer and material

Front 6

List 3 SD output types

Back 6

- Quotation
- Order confirmation
- Invoice

Front 7

List 4 SD output transmission media

Back 7

- Printer
- Fax
- Mail
- EDI

Front 8

List the 4 categories of information in condition master data

Back 8

- Prices
- Surcharges and discounts
- Freight
- Taxes

Front 9

Prices may be _____-specific (list 2)

Back 9

- material
- customer

Front 10

Surcharges and discounts may be _____-specific (list 7)

Back 10

- customer
- material
- price group
- material group
- customer and material
- customer and material group
- price group and material group

Front 11

List the 6 steps of the order to cash business process

Back 11

1. Pre-sales activity
2. Sales order processing
3. Inventory sourcing
4. Shipping
5. Billing
6. Payment

Front 12

A standard sales order normally contains: (list 5)

Back 12

- Customer and material information
- Pricing conditions for each item
- Delivery dates and quantities
- Shipping information
- Billing information

Front 13

List the 3 categories into which customer master data is grouped, and their organizational levels

Back 13

- General data, used by SD and accounting. Stored at the client level.
- Sales data. Relevnat to SD. Stored at the sales area level.
- Company code data. Relevant for accounting. Stored at the company code level.

Front 14

List 3 ways that a sales order can be created

Back 14

- By a customer service employee
- Via the internet
- Through messages received from business partners

Front 15

At what organizational level is a sales document created?

Back 15

Sales area

Front 16

List the 3 components of a sales document

Back 16

- Header (e.g. customer info)
- Items (materials and quantities ordered)
- Schedule lines (delivery quantities and dates)

Front 17

When backward scheduling is performed on a sales order, what two dates are calculated using the customer's requested delivery date?

Back 17

- Material availability date
- Transportation planning date (lead time)

Front 18

List the 2 scenarios where a sales order will cause an availability check

Back 18

- Material requires availability check (set in material master)
- The sales order is customized to require an availability check

Front 19

Shipping processes begin when a _____ is created.

Back 19

delivery document

Front 20

List the 4 shipping sub-processes

Back 20

- Picking (transfer orders)
- Packing
- Creating outbound deliveries (shipping document)
- Goods issue

All are optional except goods issue.

Front 21

To combine multiple orders into a single shipment, certain characteristics of the orders must be the same. List 2 such characteristics.

Back 21

- Shipping point
- Ship-to address

Front 22

List and describe the 2 sections of a delivery document?

Back 22

- Header. E.g. ship-to party, shipping schedule.
- Items. E.g. material, quantities, weights.

Front 23

You create a transfer order for a _____.

Back 23

outbound delivery

Front 24

Transfer orders are aggregated into _____.

Back 24

pick lists

Front 25

When packing, you combine _____ and pack them into _____.

Back 25

delivery items, shipping units

Front 26

List 3 types of shipping units.

Back 26

- carton
- pallet
- container

Front 27

List 6 processes that are carried out immediately when a goods issue is posted?

Back 27

- Inventory quantities are updated
- Delivery requirements quantities in MRP are updated
- Inventory valuation is updated
- Controlling documents are created for accounting
- The billing due list is generated
- The status in all relevant sales documents is updated

Front 28

List 2 purposes served by billing documents

Back 28

- Helps to generate invoices
- Serves as a data source for accounting to monitor customer payments

Front 29

List 6 events that occur when a billing document is created.

Back 29

- A debit posting on the customer receivables account
- A credit posting on the revenue account
- Accounting documents are created, e.g. for controlling.
- The status in all related sales documents is updated.
- The sales statistics in the sales information system are updated.
- The customer credit account is updated.

Front 30

A billing document has 2 sections. What are they? Give examples of the data stored in each.

Back 30

- Header data. E.g. Payer, billing date.
- Item data. E.g. Details about material, billing quantities, and item net values.

Front 31

List 2 events that occur in the GL when a customer payment is posted.

Back 31

- A debit posting to the cash account
- A credit memo to the customer receivables account

Front 32

List 6 integration points between sales and distribution and other parts of the system

Back 32

- Sales order entry->materials management for availability check
- Make-to-order sales order->production planning
- Delivery and billing->Project systems
- Order delivery->Warehouse management
- Goods issue->MM, FI, possibly controlling
- Invoice generation->FI

Front 33

Give 4 examples of worklists

Back 33

- Delivery list
- Pick list
- Goods issue list
- Billing due list

Front 34

List 2 events that occur in the GL when a payment is posted

Back 34

- a debit posting to the cash account
- a credit memo to the customer receivables account