Mariano, Raquel C.

ACTCY41S2

Assignment 3.1 Sales Distribution - Case Study

Step 1: Create New Customer

I utilized the app Maintain Business Partner to create a new customer, The Bike Zone – Mariano.
In this step, I learned that business partners can be categorized as a person, group, or organization. A
group refers to a shared living arrangement, whereas an organization refers to units. Also, I learned that
if you can't see the company code on your browser window, click more and look for it, or press Ctrl + F2

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
for a shortcut. After you created a business partner, you will receive a notification stating that you have
created a business partner along with the corresponding code that you can use to quickly locate the
business partner that you need.

Step 2: Create Contact Person for Customer

For this step, I used the Maintain Business Partner app again. The employee/representative with
whom you can communicate will be the contact person.

Step 3: Create BP relationship

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 In Step 3, I used the Create BP Relationship app to associate The Bike Zone - MARIANO with the
contact person that I created in the customer master. In this step, I learned how to use the F4 key to
display a matchcode list from which you can choose.

Step 4 & 5 with error

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 Error: two K004

Error: Two RA00

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 During my first attempt at Steps 4 and 5, I made a mistake in step 5 and encoded two K004 and
two RA00. Sir demonstrated how to manually delete the K004 during our meeting, however I am unable
to do it with the RA00. Sir then advised us that it would be much easier for us to redo steps 4 and 5 so
that we wouldn't encounter any mistakes when doing the other steps.

Step 4: Create Customer Inquiry (NEW)

Question: How many bikes of you PRTR1### are available?

Answer: 80 pcs. of PRTR1128 bikes are available.

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 In this step, I learned on how to create inquiry. I used the Create Inquiry app to create an
inquiry. An inquiry is a request from a customer for sales information without any obligation. After
you've saved the inquiry, you'll see a notification with the number of the inquiry you've created.

Step 5: Create Customer Quotation (NEW)

Question: What is the difference between the first and the second discount regarding the DXTR1###
and PRTR1###?

Answer: The difference between the first and second discounts for the DXTR1128 and PRTR1128 is that
the first discount is calculated by multiplying the fixed discount by the quantity. In this case, the five
DXTR1128 ordered are multiplied by the first discount of 50.00, resulting in a discount of 250.00. On the
other hand, the second discount is a percentage discount multiplied by the order's net amount after the

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
first discount. The first reduction (250.00) was deducted from the gross sum of 21,400.00 to arrive at
21,150.00. The second discount was calculated as follows: 21,150.00 multiplied by 5% to arrive at
1,057.50.

I used the Manage Sales Quotations app to create customer quotation. This stage instructed me
how to create a quote for the items in the inquiry I had previously created. After you've saved the
quotation, you'll see a notification with the number of the quotation you've created.

Step 6: Create Sales Order Referencing a Quotation

In this step, I used the Manage Sales Order app to create sales order. It demonstrated us how to
make the order creation process easier by copying the quotation into a sales order.

Step 7: Check Stock Status

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 I used the Display Stock Overview app in this step to check the inventory level of the bikes in The
Bike Zone's sales order. It taught us how to check a certain item's inventory. In this step, we checked the
amount of sales orders for Deluxe Touring bikes (black) and Professional Touring bikes (black), which
were 5 and 2 respectively.

Step 8: Display Sales Order

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
Question: What is the Internal price of your bike DXTR1####?

Answer: The Internal price of my bike DXTR1128 is 7,000 USD.

In this step, it taught us on how to go over the order in detail. To thoroughly evaluate the order,
I used the List Sales Order app.

Step 9: Start Delivery Process

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 In this step, it taught us how to create a delivery document in order to begin the process of
completing The Bike Zone's order. I used the Create Outbound Deliveries app to create a delivery
document for the order.

Step 10: Check Stock Status

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 To verify inventory for the bikes in The Bike Zone's sales order, I used the Display Stock
Overview app. The sales order for Deluxe Touring bikes (black) has 5 in step 7 stock status, and you can
see that it is already 0 in this step because the 5 stock is already included in the scheduled for delivery.

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
Step 11: Check Outbound Delivery Status

In this step, I used the Manage Outbound Deliveries app to check the status for the sales order
from The Bike Zone.

Step 12: Post Goods Issue

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 In this step, I learned how to post the goods issue by changing the material's possession from
GBI to The Bike Zone. To do that, I used the Outbound Deliveries app. I was surprised when the GI
posted vanished quickly after I pressed the Post GI button, and I couldn't get a screenshot of it. I'm
contemplating whether I should reverse what I did or keep going. Thankfully, I decided to keep going
and asked Sir if it was okay if I didn't have a screenshot with GI on it, and he said it was okay because the
screenshot was only for documentation and the most important thing was that I followed the steps
correctly.

Step 13: Check Stock Status

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 In this step, I utilized the app Display Stock Overview to check how the goods issue for the bikes
in The Bike Zone's sales order affected GBI's inventory position. As you can see in the screenshot, the
unrestricted use has been reduced by 5, which is the schedule for delivery. Thus the schedule for
delivery has no balance which means that the 5pcs DXTR1135 bikes orders and shipped is no longer
owned by the entity.

Step 14: Create Invoice for Customer

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 After the delivery is complete, the customer can be invoiced by using the app Create Billing
Documents VF01. The Bike Zone – MARIANO's invoice will serve as the document that shows the exact
payment amount, as well as the item description, document number, and currency used.

Step 15: Display Billing Document and Customer Invoice

In this step, I learned how to review the information of the documents created through the
Display Billing Document app. That way, I can verify if the invoices I created were executed correctly
before sending them to the customers. This step also taught us to think about the accounting
implications of selling something.

Step 16: Post Receipt of Customer Payment

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
 For this step, I used the Post Incoming Payments app to record the payment that I received from
The Bike Zone – MARIANO. The Bank Account  is debited while Trade Receivables  is credited. 

Step 17: Review Document Flow

In this step, I used the Material Documents Overview app to display the document flow of The Bike Zone’s sales order.

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”
Reflection:

I'm quite nervous in doing this case study because this is my first time taking the BIT-005. I always double- or triple-
check the data that I'm going to encode, the icon that I'm going to press, and the display picture that was included in the case
study to know if it was the same as mine. It is quite satisfying to complete each step of this case study without encountering
any problems or errors. When I press the save icon and see the green button, it makes me feel good to know that I'm making
progress.

This case study explains an integrated sales and distribution process in detail and thus fosters a thorough
understanding of each process step and underlying SAP functionality. We are tasked to create the master data for a new
customer. So I have learned that there are two types of customer data that are stored about a customer. IT is the sales data and
accounting data. The customer master data is created in three groups or views – general, accounting, and sales. For this case
study, the sales order procedure began with creating master data for a new business partner. This partner was an Orlando-
based company called The Bike Zone, which served as a FI Customer. I encoded its exact address from the street number down
to the postal code or region to establish its master data. I also set up its account by designating Trade Accounts Receivables as
its reconciliation account and establishing its payment terms. I've assigned the customer to US East for sales, wholesale for
distribution, and bicycles for its division in the sales department. The shipment was also routed to the Southeast United States'
sales district, with USD as the currency. In addition, I have given the consumer the Global Bike Inc. company code. I figured out
how to include a contact person after creating the initial customer master data. This specific individual will act as a company
employee or representative. I've designated myself as the point of contact, which means I'll be the one communicating with
The Bike Zone. I have submitted an inquiry for Deluxe Touring Bike (black) with 5 pieces and Professional Touring Bike (black)
with an order quantity of 2 pieces to continue the sales order process. Following that, I came up with a quotation for the
previously prepared inquiry. The quotation I made included a $50 discount on each Deluxe Touring Bike and a 5% discount on
the entire sales order, bringing the total order price down from $21,400 to $20,092.50. After these pre-sales operations were
completed and the buyer accepted the quotation, the manual instructed me on how to build a sales order using the quotation
as a reference. The information from the quotation can be copied into the sales order form using the Fiori app, and checking
the inventory level of the bikes in the sales order for The Bike Zone and completely reviewing the order is effortless. After
confirming that there are enough bikes in stock, I created a delivery document, which initiates the process of completing The
Bike Zone's order. I've chosen the previously created sales document to make a delivery. Because it was moved for outbound
deliveries, the sales document is no longer available in the system after this. By checking the inventory for the bikes in The Bike
Zone's sales order, I confirmed that I had completed the previous step successfully. Instead of showing as a sales order, the five
bikes were shown as scheduled for delivery. An invoice may be generated for the customer after the delivery procedure is
completed. I was able to construct a billing document with the two bikes specified using the SAP interface. There's also an app
where I can look through the invoice and the payment amount, which is $20,092.50. When The Bike Zone sends their payment,
it must be recorded using the post incoming payments app, which debited GBI's bank account and credited the trade
receivables account. Finally, I learned how to review the document flow, which connects all of the documents utilized in The
Bike Zone's sales order.

I felt relieved after finishing this case study. I used to think that using the SAP Fiori software was a pain in the neck,
but as time went by, I realized that I was enjoying every step of the process. All in all, SAP is indeed helpful for every business. It
simplifies the sales order process, which helps the business to improve its productivity. I hope that I will learn more from the
succeeding case study and that I'll be able to finish it without making any mistakes.

“I affirm that I shall not give or receive any unauthorized help on this assignment, and that all work shall
be my own.”