ERP - Sales department SD
14 important questions on ERP - Sales department SD
What is the difference between an inquiry and a quotation?
What are the steps of the generic sale process?
1. Generate leads
2. Opprtunities: Discover market potential, initiate activities and create awareness
3. Proposal: Questions of customers , proposal and possible contract
The next steps are part of the transaction process which is binding, it consists of:
1. First delivery: Order and deliver it, pay attention to good supplier score at the new customer
2. Repeat deliveries: Solid win-win relationship for both companies.
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How are delivery dates determined in erp?
What are the 2 types of scheduling timelines?
MTO= Make-to-order or forward scheduling: Forward scheduling is planning the tasks from when a product is ordered to determine the due date. (car)
When does the shipping route & route determination begin?
What is a post goods issue?
- It reduces the inventory and enters the COGS.
- Automatically updates the general ledger acount.
This ends the shipping process and updates the status of the shipping documents.
What is the definition of master data?
In which 4 categories is the SD Master data categorised?
2. Material master data
3. Sales conditions master data
4. Output master data
What is the customer master data?
It exists of 3 layers:
- The general info layer: Name, address, communication
- Company code: Acc mgmt, payment and bank if in other country
- Sales area: Sales office and currency
!! One company must have only 1 customer number in the system but can have multiple delivery adresses!!
What does the material master data contain?
- basic data: Name of item/weight
- Sales data: Sales characteristics ( per pallet)
- Purchasing data: Which purchase groups will I get my materials from?
- Mat. Plan. Data: MRP= delivery days (PP)
- Forecasting data: not often used but is special prodction needed for specific events.
- Storage data= Where do we store them?
- Quality data: Specific quality inspection steps ( exact color, steel of a product)
- Accounting data: Balance sheet and Profit & loss account-link
- Controlling data: " Who has spend the money?" Cost & profit center link.
Why is the customer and material data so important for the accounting view of the org?
This means that the sales will be automatically booked when the scanning takes place.
What is in the sales conditions master data?
- Surcharges
- Discounts
- Feights
- Taxes
What is the billing process?
Will create a debit posting in the customer-sub-ledger and credit your revenue account.
Now sales process is passed over to financial dep.
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