Please answer the SD challenge on Page 49 (last page).

CASE STUDY Sales and Distribution (SD) Case Study Product SAP ERP 6.08 Global Bike Level Beginner Focus Sales and Distribution Authors Bret Wagner Stefan Weidner Version 3.0 Last Update July 2016 ThisMOTIVATION case study explains an integratedPREREQUISITES sales and distribution process in detail fosters a thorough understanding of each The and datathus entry Before you use this process case steprequirements and underlyinginSAP the functionality. sales study, you should be familiar & distribution exercises (SD 1 through SD 5) 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. 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 5). However, it is recommended. NOTES This case study uses the Global Bike (GBI) data set, which has exclusively been created for SAP UA global curricula. SAP SE CASE STUDY Process Overview Learning Objective Understand and perform an integrated order-to-cash cycle. Time 120 min Scenario In order to process a complete order-to-cash process you will take on different roles within the GBI 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 customer (The Bike Zone) in Orlando. 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 (17 tasks). SAP SE Page 2 CASE STUDY Table of Contents Process Overview..................................................................................................................2 Step 1: Create New Customer................................................................................................4 Step 2: Create Contact Person for Customer.........................................................................8 Step 3: Change Customer....................................................................................................10 Step 4: Create Customer Inquiry.........................................................................................12 Step 5: Create Customer Quotation.....................................................................................16 Step 6: Create Sales Order Referencing a Quotation...........................................................22 Step 7: Check Stock Status..................................................................................................24 Step 8: Display Sales Order.................................................................................................27 Step 9: Start Delivery Process.............................................................................................30 Step 10: Check Stock Status................................................................................................32 Step 11: Pick Materials on Delivery Note...........................................................................34 Step 12: Post Goods Issue....................................................................................................35 Step 13: Check Stock Status................................................................................................36 Step 14: Create Invoice for Customer..................................................................................38 Step 15: Display Billing Document and Customer Invoice.................................................41 Step 16: Post Receipt of Customer Payment.......................................................................44 Step 17: Review Document Flow........................................................................................47 SD Challenge.......................................................................................................................49 SAP SE Page 3 CASE STUDY Step 1: Create New Customer Task Create a new customer. Time 10 min Short Description Use the SAP Easy Access Menu 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 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 exercise, central creation will be used to enter all of the needed data to define a new customer. To create a new customer, follow the menu path: Logistics Sales and Distribution Master Data Business Partner Customer Create Complete Menu path This will produce the following screen. Select Sold-to Party for the Account group. Enter US00 for Company code, UE00 for Sales Organization, WH for Distribution Channel, and BI SAP SE US00 UE00 Page 4 CASE STUDY SAP SE Page 5 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 Easy Access Menu 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 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, follow the menu path: Logistics Sales and Distribution Master Data Business Partner Contact Person Create Menu path This will produce the following screen. If your customer number is not entered by default, then search for your new customer using the F4 help with search term ###. When your customer number is entered, click on following screen. SAP SE ### which will produce the Page 6 CASE STUDY Enter 1 for VIP (management), 0002 for Department (Purchasing), 02 for Function (head of purchasing), and 0002 for call frequency (weekly). Enter whatever name you wish, and fill in any other data you like, then click on . Your contact person will be given a unique number. Click on the exit icon SAP SE 1 0002 02 0002 Contact person number to return to the SAP Easy Access screen. Page 7 CASE STUDY Step 3: Change Customer Task Change a customer. Time 5 min Short Description Use the SAP Easy Access Menu to change a customer. Name (Position) Maria Diaz (Sales Person 1) The contact person created for The Bike Zone needs to be assigned as a business partner within the customer master. To change a customer master record, follow the menu path: Logistics Sales and Distribution Master Data Business Partner Customer Change Sales and Distribution Menu path This will produce the following screen. If the customer number is not entered by default, search for it using the F4 help and the search term ### (your number). Make sure that following values are entered: UE00 for Sales Organization, WH is entered for Distribution Channel, and BI for Division. Then, press Enter. UE00 WH BI On the Sales Area Data screen, select the Partner Functions tab. The following screen will appear. In the next empty row, enter CP for PF (partner function). Click on the SAP SE CP Page 8 CASE STUDY Number field and then on the search icon following search window. , which will bring up the Your customer number is entered automatically. Make sure that all other fields are empty like it is shown in the screenshot above. Then, click on the enter icon to begin the search and find your newly created contact person. Double-click on the partner to enter the partner number. Click on save. Click on the cancel icon SAP SE to to return to the SAP Easy Access screen. Page 9 CASE STUDY Step 4: Create Customer Inquiry Task Create a customer inquiry. Time 10 min Short Description Use the SAP Easy Access Menu 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 inquiry is a customer's request to be provided with a quotation or sales information without obligation. An inquiry can relate to materials or services, conditions, and if necessary delivery dates. To create an inquiry, follow the menu path: Logistics Sales and Distribution Sales Inquiry Create Menu path This will produce the following screen. Enter the following information: IN for Inquiry Type, UE00 for Sales Organization, WH for Distribution Channel and BI for Division. Then click on . This will produce the following screen. Click on the Sold-to party field, then click on the search icon SAP SE IN UE00 WH BI , which will Page 10 CASE STUDY bring up the following search screen. Because you have defined a search term when we created our new customer, we can now use it to find your The Bike Zone. Click on the Customers (general) tab, enter ### for search term and Orlando for City. Then, click on . This will produce the new customer. ### Orlando Double-click on The Bike Zone to select it. Enter ### for PO Number, today's date for the PO date (F4, then Enter), today's date for the Valid from date (F4, then Enter) and a date one month from today for the Valid to date (F4, then select the date). ### today's 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. Click on the material field, then click on the search icon . Make sure you are on the Sales material by description tab. SAP SE Page 11 CASE STUDY On the Sales material by description tab, enter Sales Organization UE00, Distribution Channel WH and Material *### (e.g. *005 if your number is 005). Then click on to get the list of bicycles. UE00 WH *### Double-click on the Deluxe Touring Bike (black) to select it and enter an order quantity of 5 pieces. DXTR1### 5 Repeat the process to enter a quantity of 2 of the Professional Touring Bike PRTR1### 2 SAP SE Page 12 CASE STUDY (black). Click on the enter icon to determine the price for this order. 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 (6,420.00) 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. Use the scroll icon to get to the Order probability column (two columns right of the Net value column). The order probability of 30% is the default value that was set for GBI for inquiry documents. The expected order value is then 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 probabilities to 70%, then click on the enter icon 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. Click on the exit icon SAP SE to 70 Inquiry number to return to the SAP Easy Access screen. Page 13 CASE STUDY Step 5: Create Customer Quotation Task Create a customer quotation. Time 10 min Short 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 firm quote for the items in the inquiry created before. We can do this easily by copying the details from the inquiry into the new quotation. To do this, follow the menu path: Logistics Sales and Distribution Sales Quotation Create Menu path This will produce the following screen. Enter QT for Quotation Type, then click on Create with Reference. This will produce the following screen. SAP SE QT Page 14 CASE STUDY Make sure the Inquiry tab is selected, click on the Inquiry field, then on the search icon . This will produce the following search window. SAP SE Page 15 CASE STUDY In the Sales documents by customer tab, enter your Purchase order no. (###), then click on . This will produce a list with the inquiry for The Bike Zone. ### Double-click on the inquiry to select it, and the inquiry number will be copied in the Create with Reference window. Click on the Copy button to copy information from the inquiry into the quotation screen. Enter ### as PO number again, today's date for the PO date, a date one month from today for the Valid to date, and a date one month from today for the Req. deliv.date. Then click on the enter icon , which will produce the following warning. Click on the enter icon SAP SE ### today's date one month from today one month from today to acknowledge the warning. This will produce Page 16 CASE STUDY an information message. Click on the enter icon to acknowledge this information. 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 the Item conditions icon . You will get a screen that shows the pricing details for your Deluxe Touring Bike. 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, we can add condition type K004 (material discount) with an amount of 50 to the pricing procedure. After clicking on the enter icon bikes will be calculated. SAP SE K004 50 , a new price for the 5 Deluxe Touring Page 17 CASE STUDY Note that the discount is now applied to the order. Click on the back icon to return to the main quotation screen. To apply a 5% discount to the entire order, follow the pull-down menu path: Go to Header Conditions This will produce the following screen. To apply the 5% discount, enter CnTy (condition type) RA00 (Net Discount) with an amount of 5, then click on . Note that the price does not yet include the 5% discount. To include the 5% discount, click on the activate icon SAP SE RA00 5 . Page 18 CASE STUDY The 5% discount is now applied. Note that it is applied to the price after the $50 discount per Deluxe Touring bike. Click on to save the new quotation. Click on the exit icon SAP SE to return to the SAP Easy Access screen. Page 19 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 Easy Access Menu to create a sales order. Name (Position) David Lopez (East Rep. Miami) The Bike Zone has agreed to the terms and conditions in the quotation, and 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. To create a sales order, follow the menu path: Logistics Sales and Distribution Sales Order Create Menu path This will produce the following screen. Enter Order Type OR. The other fields do not necessarily need to be filled. Then, click on the Create with Reference icon. This will produce the following pop-up search window. OR Make sure that the Quotation tab is selected, click on the Quotation field, then on the search icon . SAP SE Page 20 CASE STUDY On the following search window, make sure you select the Sales document according to customer PO number tab, enter ### for PO number, then click on the enter icon . ### After double-clicking on the quotation, the number for the quotation will be entered into the Create with Reference window. With the Quotation number entered, click on the Copy icon to copy the information from the quotation into the sales order screen. Enter ### for PO number and today's date (F4, then Enter) for the PO date. Note that the Req.deliv.date is copied from the quotation. Click on to save the sales order. The SAP system will assign a sales order number. Click on the exit icon SAP SE ### today's date to return to the SAP Easy Access screen. Page 21 CASE STUDY Step 7: Check Stock Status Task Check the inventory. Time 5 min Short Description Use the SAP Easy Access Menu to check the stock status. Name (Position) David Lopez (East Rep. Miami) We can check on the inventory level of the bikes in the sales order for The Bike Zone. To do this, follow the menu path: Menu path Logistics Materials Management Inventory Management Environment Stock Stock Overview This will produce the following screen. To find the material number for your bikes, click on the Material field, then click on the search icon . Use the far-right icon to select the tab Sales material by description. Enter UE00 for Sales Organization, WH for Distribution Channel and Material *### (e.g. *002 if your number is 002). Then click the enter icon to find the list of materials. SAP SE UE00 WH *### Page 22 CASE STUDY Double-click on the Deluxe Touring Bike (black) to select it. With the material number entered from the search list, enter MI00 for Plant. Then click on the execute icon to look at the stock level. MI00 This report gives stock levels for the DC in Miami. You can get more detail on the stock of black Deluxe Touring bikes. Select the Miami DC, then click on the Detailed Display icon. This will give you very specific information about the inventory of black Deluxe Touring bikes. SAP SE Page 23 CASE STUDY Note the 5 bikes that are part of the sales order. Click on the enter icon to close the Detailed Display window, then click on the back icon to return to the main screen. Use the search function to enter the material number for the Professional Touring bike (black). Click on the execute icon and review the stock level for this bike. Click on the exit icon SAP SE to return to the SAP Easy Access screen. Page 24 CASE STUDY Step 8: Display Sales Order Task Display a sales order. Time 10 min Short Description Use the SAP Easy Access Menu to display a sales order. Name (Position) Sandeep Das (Warehouse Supervisor) With relatively little user input, the sales order for The Bike Zone has been created. The Display Sales Order transaction provides the opportunity to review the order in detail. To display a sales order, follow the menu path: Logistics Sales and Distribution Sales Order Display Menu path This will produce the following screen. To make sure you have the correct sales order number, use the search function to find it. Click on the order field, then click on the search icon This will bring up the search pop-up window. After entering your PO number ###, click on the enter icon of sales orders. . to get a list ### After double-clicking on your sales order number, click on to display the sales order. This will produce the following sales order items. SAP SE Page 25 CASE STUDY Select the Professional Touring bike line item, then click on the display availability icon to explore the stock for this item in detail. This screen shows that, in this case, there are actually 80 bikes in stock and the order we are displaying will use 2 of these. Note Your numbers may be different. Clicking on the Scope of check icon will produce the following pop-up window. This screen displays the elements considered when performing the availability check. For example, Incl. purchase orders is selected, which means that a purchase order will be considered as available stock from its receipt date onward. Click on the cancel icon to close the pop-up window, then click on the back icon to return to the overview screen. SAP SE Page 26 CASE STUDY After selecting the Deluxe Touring bike line and clicking on the item conditions icon , the following screen will be displayed. The details of the price calculation for the Deluxe Touring bike are displayed. Note the two discounts that were manually applied to this line item. Click on the back icon twice to return to the overview screen. Click on the exit icon SAP SE to return to the SAP Easy Access screen. Page 27 CASE STUDY Step 9: Start Delivery Process Task Start the delivery process. Time 5 min Short Description Use the SAP Easy Access Menu 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 a delivery document. To do this, follow the menu path: Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Create Single Document With Reference to Sales Order Menu path This will produce the following screen. Enter MI00 for Shipping Point. Enter a selection date one week from today (you can use F4 to call up the calendar window). If the sales order number is not entered automatically, you can search for you sales order number using the Sales documents according to customer PO number tab. Enter your PO number (###). Then click on the enter icon ### . Select the Deluxe Touring bike line, then click on the details icon will produce the following screen. SAP SE MI00 one week from today , which Page 28 CASE STUDY This screen shows that the order has not yet been picked. After clicking on , a delivery document will be created with a unique document number Click on the exit icon SAP SE Outbound delivery document number to return to the SAP Easy Access screen. Page 29 CASE STUDY Step 10: Check Stock Status Task Check the inventory. Time 5 min Short Description Use the SAP Easy Access Menu to check the stock status. Name (Position) Sergey Petrov (Warehouse Employee) To check on the inventory for the bikes in the sales order for The Bike Zone, follow the menu path: Logistics Materials Management Inventory Management Environment Stock Stock Overview Menu path This will produce the following screen. If the Material and Plant fields are not automatically filled in, click on the Material field, then click on the search icon . Use the Sales material by description tab with UE00 for Sales Organization, WH for Distribution Channel and *### for Material. Pick the black Deluxe Touring bike. Then, enter MI00 in the Plant field. UE00 WH *### MI00 When the Material and the Plant field are correctly filled (compare with the screenshot above), click on . This will produce the following screen. Select the Miami DC, then click on the SAP SE Detailed Display icon. Page 30 CASE STUDY Note that the 5 bikes for The Bike Zone order are now showed as Schd. for delivery. Click on the enter icon to close the Detailed Display window. Click on the exit icon SAP SE to return to the SAP Easy Access screen. Page 31 CASE STUDY Step 11: Pick Materials on Delivery Note Task Pick materials on delivery note. Time 5 min Short Description Use the SAP Easy Access Menu to pick materials. Name (Position) Sandeep Das (Warehouse Supervisor) To record the picking of the material, we change the delivery document. To change the delivery document, follow the menu path: Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document Menu path This will produce the following screen. If the Outbound Delivery document number is not entered automatically, you can search for your delivery document using the tab Outbound Delivery: Not Posted for Goods Issue (MI00 for Shipping Point and your customer number for Ship-to party). After clicking on the enter icon , you will get the following screen. Click on the picking tab, then enter FG00 for SLoc (storage location) and the appropriate quantity for the picked quantity (5 for DXTR1### and 2 for PRTR1###). Click on to save the picking information. You should get the following message at the bottom-left corner of the screen. Click on the exit icon SAP SE MI00 your customer number FG00 5 2 to return to the SAP Easy Access screen. Page 32 CASE STUDY Step 12: Post Goods Issue Task Post a goods issue. Time 5 min Short Description Use the SAP Easy Access Menu to post a goods issue. Name (Position) Sandeep Das (Warehouse Supervisor) To post the goods issue (change the possession of the material from GBI to The Bike Zone), follow the menu path: Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change Single Document Menu path This will produce the following screen. If the Outbound Delivery document number is not entered automatically, you can search for your delivery document using the tab Outbound Delivery: Not Posted for Goods Issue (MI00 for Shipping Point and your customer number for Ship-to party). MI00 your customer number With the correct delivery document number filled in, click on the Post Goods Issue icon. You should get the following message at the bottom-left corner of the screen. Click on the exit icon SAP SE to return to the SAP Easy Access screen. Page 33 CASE STUDY Step 13: Check Stock Status Task Check the inventory. Time 5 min Short Description Use the SAP Easy Access Menu to check the stock status. Name (Position) Sandeep Das (Warehouse Supervisor) To see the impact that the goods issue for the bikes in the sales order for The Bike Zone has had on the inventory position of GBI, follow the menu path: Menu path Logistics Materials Management Inventory Management Environment Stock Stock Overview This will produce the following screen. If the Material and Plant fields are not automatically filled in, click on the Material field, then click on the search icon . Use the Sales material by description tab with UE00 for Sales Organization, WH for Distribution Channel and *### for Material. Pick the black Deluxe Touring bike. Then, enter MI00 in the Plant field. UE00 WH *### MI00 When the Material and the Plant field are correctly filled (compare with the screenshot above), click on . This will produce the following screen. Note that the available inventory has changed. Select the Miami DC, then click on the Detailed Display icon. SAP SE Page 34 CASE STUDY The inventory is reduced from before by the amount that used to appear as Schd. for delivery. Click on the enter icon to close the window. Click on the exit icon SAP SE to return to the SAP Easy Access screen. Page 35 CASE STUDY Step 14: Create Invoice for Customer Task Create a billing document for a customer. Time 10 min Short Description Use the SAP Easy Access Menu to create a customer billing document. Name (Position) Stephanie Bernard (Billing Clerk) With the delivery complete, the customer can be invoiced. To do this, follow the menu path: Logistics Sales and Distribution Billing Billing Document Process Billing Due List Menu path This will produce the following screen. Enter UE00 for Sales Organization and your customer number for SoldTo Party. If you do not remember your customer number, find it by using the F4 help in the Sold-To Party field and entering your individual number (###) in the Search term field and Orlando in the City field. Confirm with . Then, double-click on the one result row. Then, click on the following screen. UE00 your customer number F4 ### Orlando Display Bill List icon. This will produce the Select you line item and click on Individual billing document, which will produce the following screen. SAP SE Page 36 CASE STUDY To setup printing of the invoice, follow the pull-down menu path: Goto Header Output which will call up the Output screen. Enter RD00 (Invoice) for Output and select Print output for Medium, then click on the Communication method icon. This will produce the following screen. Enter LOCL for Logical destination and select Print immediately, then click on the back icon . RD00 Print output LOCL Print immediately Click on the Further data button, which will produce the following screen. SAP SE Page 37 CASE STUDY Select Send immediately (when saving the application) for Dispatch time so that the invoice will print immediately, then click on the icon twice. Click on the save icon Send immediately (when saving the application) to return to the Maintain Billing Due List screen. Note that the highlight is turned off on the line, and there is a message at the bottom of the screen. Click on the exit icon SAP SE to return to the SAP Easy Access screen. Page 38 CASE STUDY Step 15: Display Billing Document and Customer Invoice Task Display a billing document and a customer invoice. Time 5 min Short Description Use the SAP Easy Access Menu to display a billing document/customer invoice. Name (Position) Stephanie Bernard (Billing Clerk) The invoice that will be sent to The Bike Zone can be viewed by following the menu path: Logistics Sales and Distribution Billing Billing Document Display Menu path This will produce the following screen. If the billing document number is not entered automatically, you can find it from the document flow in your sales order. You may use the transaction VA03 to view your sales order. F4 Follow the pull-down menu path: Billing document Issue Output To This will produce the following pop-up window. Make sure the invoice line is selected, then click on the Print preview icon . This will produce the following screen. SAP SE Page 39 CASE STUDY After reviewing the invoice that will be printed and sent to The Bike Zone, click on the back icon , then close the pop-up window by clicking on the cancel icon . To review the accounting implications of this sale, click on the Accounting icon. This will produce the following screen. SAP SE Page 40 CASE STUDY Review the accounting postings due to this sales order. Click on the exit icon SAP SE until you are on the SAP Easy Access screen. Page 41 CASE STUDY Step 16: Post Receipt of Customer Payment Task Post a customer payment receipt. Time 10 min Short Description Use the SAP Easy Access Menu 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, follow the menu path: Accounting Financial Accounting Accounts Receivable Document Entry Incoming Payments Menu path This will produce the following screen. Use F4 and Enter to enter the current date for the document date. Enter US00 for Company Code, USD for Currency/Rate, 100000 for Account, and 20,092.50 for amount. Under Open item selection, click on the account field, then the search icon , to get the following search pop-up window. SAP SE current date US00 USD 100000 20,092.50 Page 42 CASE STUDY As The Bike Zone was created with the data set number (###) as a search term, you can use this and the City Orlando to find your Bike Zone customer. After entering ### and Orlando on the Customers (by company code) tab, click on the enter icon and you will get the following results. ### Orlando After double-clicking on Bike Zone to select it, click on the Process open items button. You will get the following screen. If the Not assigned field does not show a 0.00 balance, double-click on the 20,092.50 amount to assign the payment to the accounts receivable. Then click on the save icon to post the payment. The system will assign a document number automatically. Click on the exit icon SAP SE Payment document number , which will produce the following pop-up window. Page 43 CASE STUDY There is no data to be lost, so click on the Yes icon to return to the SAP Easy Access menu. SAP SE Yes Page 44 CASE STUDY Step 17: Review Document Flow Task Review the document flow. Time 5 min Short Description Use the SAP Easy Access Menu to review the document flow. Name (Position) David Lopez (East Rep. Miami) The document flow tool links all documents that were used in The Bike 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. To display the document flow, follow the menu path: Logistics Sales and Distribution Sales Order Display Menu path This will produce the following screen. If your sales order is not displayed, you can search for you sales order number using the Sales document according to customer PO number tab. Enter your PO number (###). ### To access the document flow tool, follow the pull-down menu path: Environment Display document flow The document flow for The Bike Zone will look like the following. SAP SE Page 45 CASE STUDY Review the documents for The Bike Zone's order. You may select any document and click on to look at it in detail. Click on the exit icon SAP SE to return to the SAP Easy Access screen. Page 46 CASE STUDY SD Challenge Learning Objective Understand and perform an integrated order-to-cashprocess. Time 75 min Motivation Having successfully completed the case study Sales and Distribution, you should be able to perform the following task independently. Scenario Your customer The Bike Zone 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. Notice that you thus need to expand the rights of your customer The Bike Zone to the effect that the company can release cross-division orders for the divisions accessories and cross-division. Subsequently, please order five mountain bikes for men and five mountain bikes for women in the role of The Bike Zone. Since The Bike Zone is a longterm customer, the company gets 50$ discount on each ordered mountain bike and an additional discount of 3% of the gross price for the complete purchase. Task Information 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. SAP SE Page 47