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34 Cards in this Set
- Front
- Back
List 5 organizational levels that are used in sales order management?
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- Company code
- Sales area - Plant - Storage location - Shipping point |
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List 4 master data elements that are used in sales order management?
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- Customer master
- Material master - Condition master - Output master - Customer-material info record |
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What are partner functions?
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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.
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List 7 partner functions, indicating which are mandatory.
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- Sold-to party (mandatory)
- Ship-to party (mandatory) - Bill-to party (mandatory) - Payer (mandatory) - Contact persons - Forwarding agent - Personnel |
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List 3 uses of the customer-material info record
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- 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 |
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List 3 SD output types
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- Quotation
- Order confirmation - Invoice |
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List 4 SD output transmission media
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- Printer
- Fax - EDI |
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List the 4 categories of information in condition master data
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- Prices
- Surcharges and discounts - Freight - Taxes |
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Prices may be _____-specific (list 2)
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- material
- customer |
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Surcharges and discounts may be _____-specific (list 7)
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- customer
- material - price group - material group - customer and material - customer and material group - price group and material group |
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List the 6 steps of the order to cash business process
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1. Pre-sales activity
2. Sales order processing 3. Inventory sourcing 4. Shipping 5. Billing 6. Payment |
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A standard sales order normally contains: (list 5)
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- Customer and material information
- Pricing conditions for each item - Delivery dates and quantities - Shipping information - Billing information |
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List the 3 categories into which customer master data is grouped, and their organizational levels
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- 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. |
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List 3 ways that a sales order can be created
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- By a customer service employee
- Via the internet - Through messages received from business partners |
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At what organizational level is a sales document created?
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Sales area
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List the 3 components of a sales document
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- Header (e.g. customer info)
- Items (materials and quantities ordered) - Schedule lines (delivery quantities and dates) |
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When backward scheduling is performed on a sales order, what two dates are calculated using the customer's requested delivery date?
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- Material availability date
- Transportation planning date (lead time) |
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List the 2 scenarios where a sales order will cause an availability check
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- Material requires availability check (set in material master)
- The sales order is customized to require an availability check |
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Shipping processes begin when a _____ is created.
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delivery document
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List the 4 shipping sub-processes
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- Picking (transfer orders)
- Packing - Creating outbound deliveries (shipping document) - Goods issue All are optional except goods issue. |
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To combine multiple orders into a single shipment, certain characteristics of the orders must be the same. List 2 such characteristics.
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- Shipping point
- Ship-to address |
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List and describe the 2 sections of a delivery document?
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- Header. E.g. ship-to party, shipping schedule.
- Items. E.g. material, quantities, weights. |
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You create a transfer order for a _____.
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outbound delivery
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Transfer orders are aggregated into _____.
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pick lists
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When packing, you combine _____ and pack them into _____.
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delivery items, shipping units
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List 3 types of shipping units.
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- carton
- pallet - container |
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List 6 processes that are carried out immediately when a goods issue is posted?
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- 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 |
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List 2 purposes served by billing documents
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- Helps to generate invoices
- Serves as a data source for accounting to monitor customer payments |
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List 6 events that occur when a billing document is created.
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- 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. |
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A billing document has 2 sections. What are they? Give examples of the data stored in each.
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- Header data. E.g. Payer, billing date.
- Item data. E.g. Details about material, billing quantities, and item net values. |
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List 2 events that occur in the GL when a customer payment is posted.
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- A debit posting to the cash account
- A credit memo to the customer receivables account |
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List 6 integration points between sales and distribution and other parts of the system
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- 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 |
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Give 4 examples of worklists
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- Delivery list
- Pick list - Goods issue list - Billing due list |
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List 2 events that occur in the GL when a payment is posted
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- a debit posting to the cash account
- a credit memo to the customer receivables account |