SD training guide_Updated
SD
USER GUIDE FOR TRAINING.
1.
CUSTOMER CREATION : Login to CRM (customer
relationship management) screen by entering user ID and Password
Ø Select
the Business role as “ZINT_DOP_EMP_DOP
Internal Employees”
Ø Select
the Account Management
Ø Select
the corporate account
Ø Enter the
mandatory fields like First name ,Account group, Address line, City, postal
code, country, Region ,language, post
office and click on the save button
Ø select the “New from
template” button from the Sales Area
Data
Ø Select the Corporate Customer
Template From the dropdown and click ok button
Ø
Select
the First option with Division as Mail Operations, Distribution Channel as
Sales and Sales organization as Sales Organization DOPI
Ø In the organization tab we need
to select the district respectively.
Ø
If
you need to change the data, click on the Own data and edit the data and save
it.
Ø
Go
to the Tax Area Classification Enter the Taxes types “JTX1, JTX2, JTX3, JTX4,
ZEDC, ZKST, ZSCB, and ZSER” Depending upon the type of the Customer
Ø Click on the save Button and
Customer id is generated.
2. CONTACT
PERSON: Log
on to the SAP screen Enter user id and password.
Ø
Enter
“ZDOP_MAIN “in the command bar then main screen will be displayed and Select
the Sales and Distribution link on the DOP main screen.
Ø
Go to the “Master data tab” and select “Contact
person creation”.
Ø
By using the T-Code “VAP1” in command
bar also we can go to contact person creation screen.
Ø
Enter the customer number
that you have been created.
Ø
Enter Department(nothing but district)
first name and last name and then go to business address tab and enter
name, street/house number, postcode, city, country, region and other required
information and click on the Plus button in the street address tab and fill district in the district field.
Ø Click on save button contact person will be
created with unique id.
Ø For
changing the existing details use T-Code “VAP2” and for the display of existing
details use T-Code “VAP3”.
3.
CONTRACT
CREATION :
Ø
Enter
“ZDOP_MAIN” in the command bar then main screen will be displayed and Select
the Sales and Distribution link on the DOP main screens.
Ø
Go to the “Transaction tab” and select “Contract
creation”.
Ø
By using the T-Code “VA41” in command
bar also we can go to contact person creation screen.
Ø
Enter the contract type
Depending on the contract from below order matrix, Sales Organization as DOPI, Distribution
Channel as PS and Division as MO.
Ø Enter
the customer code and press enter.
Ø
Enter the target value depending on
the customer’s business
Note: For advance customer target value should be 1.
Ø CON_MAT
is used as a material for all type of contracts.
Ø
Contract Start Date can be changed. Select Z2,
Z3, Z4 from F4 help in case the duration is more than 1 year.
Ø
Select Material Group 2 as the service which DOP
is providing.
Ø
Select “Goto” option in the Menu Bar, select
“Head” option and in that select “Billing” option as shown:
Ø Under
Billing Document tab select Terms of Payment as “ZSP1” ( Payable within 30
Days) and ZRNP for registered newspaper contract.
Ø
Under Accounting tab mention the Bank Guarantee
Amount.
Ø
Enter Bank Branch Name, Memo Date, Memo
Number details under order data tab.
Ø
Click on ‘F3’Function key and Select the Item
Ø
Now select “Goto” option in the Menu Bar, select
“Item” option, in that select “More” option and then select “Additional Data B”
Ø
Under Additional Data B tab select the Payment
Method depending on the customer select ‘BNPL’ or ‘Advance’ .
Ø
Under Additional Data B, mention the Payment
Post Office, Bill Raising office.
Ø
Under Additional Data B, select the contact
person and Booking Post Office and Click on Save Button Contract number will be
generated.
Ø
For
changing the existing details use T-Code “VA42” and for the display of existing
details use T-Code “VA43” .
4.
BILLING : Monthly
billing – View Billing Due List T-CODE “VF04”
Ø
Enter
the date range of the month you want to view the billing due list Enter the
Billing Type (ZV2 for Speed Post and ZB2 for Express Parcel/ Business
Parcel)
Ø
Enter
the Sales Organization - DOPI, Distribution Channel – PS and Division – MO.
Ø
Enter
the Customer ID in Sold to Party.
Ø Select the Order Related
checkbox.
Ø Enter the Contract Number and Click
on DisplayBillList.
Monthly billing - Create Billing Documents T-CODE “VF06”
Ø
Enter
the date range of the month you want to generate the billing document Enter the
Billing Type (ZV2 for Speed Post and ZB2 for Express
Parcel/ Business Parcel)
Ø Enter the Sales Organization -
DOPI, Distribution Channel – PS and Division – MO.
Ø
Enter
the Customer ID in Sold to Party.
Ø
Select
the Sales order check box.
Ø
Select
the start immediately checkbox and click on execute button background job runs.
Note: Contractual customer billing in DoP is based on Order
related only.
5.
INVOICE LIST: Enter T-CODE VF24 in command
bar.
Ø Enter the date range of the
month you want to generate the Invoice list Enter the Billing Type (ZLV for Speed
Post and ZLB for Express Parcel/ Business Parcel)
Ø Enter the Sales Organization -
DOPI, Distribution Channel – PS and Division – MO
Ø Enter the Customer ID in Payer.
Ø Click
Display Work List for invoice lists to generate the invoice list.
Ø Select
all the billing documents which are already created from VF06 and click
Collective billing document online.
Ø Click
Save. Invoice list document number is generated.
Ø
VF23 transaction is used to
display the invoice list
6. Transaction
to do the recharge of advance customer- ZADVANCE_DEPOSIT
7. Franchisee
report is based daily and monthly
8. ZCR
order type is used to create the credit memo request (To make the payment of
commission)
9. OSA
report is based on daily and monthly. Where on behalf of BNPL customers, agent
gets 2% commission.