Sales and Distribution (SD) is one of the core modules of SAP systems. As part of SD, SAP supports the exchange of different IDoc types to send or receive electronic messages to or from clients.

In today’s article, we will present you the most important IDoc reference processes for SD.

SAP SD - Sales and Distribution

Sales and Distribution guides the sales processes from the first order request to the delivery and invoicing of the sold goods and services.

Important modules of SAP SD are for example: Master Data, Sales, Shipping, Transportation, Foreign Trade, Billing and Sales Support. They also happen to strongly depend on other modules such as FI/CO (Finance/Controlling), MM (Materials Management) or PP (Production Planning). This article will show you the type of documents that are exchanged using SD processes.

There are two main scenarios, which can be differentiated within SD. The first scenario is a sales process based on a scheduling agreement and the second a sales process based on purchase orders.

SD Processes Based on Scheduling Agreements

The automotive industry and its associated suppliers very often make use of scheduling agreements. The process diagram below shows the document exchange sequence when using scheduling agreements.

SD Reference Process based on a Scheduling Agreement

SD Reference Process based on a Scheduling Agreement

This process can be extended with additional transactions, such as the exchange of master data (based on PRICATs) or offer requests/offers.

However, the most important SD processes for a delivery plan are:

  • Customer sends a delivery forecast (DELFOR)
  • Customer sends a just in time delivery forecast (DELJIT)
  • Customer receives a dispatch advice (DESADV)
  • Customer sends a receipt advice (RECADV)
  • Customer sends a credit note (GSVERF)
  • Customer receives an invoice (INVOIC)

Depending on the situation, confirmations can also be exchanged at business level, e.g., the client can send CONTRL files after receiving a dispatch advice.

SD Processes based on Purchase Orders

Regular purchase orders are typically used in the retail industry. In the manufacturing industry order changes and order confirmations are also frequently used. The process below shows the corresponding document exchange sequence.

SD Reference Process based on Purchase Orders

SD Reference Process based on Purchase Orders

Additional IDoc types such as PRICATs can also be used. The most important SD processes based on purchase orders are:

  • Customer sends a purchase order (ORDERS)
  • Customer sends a purchase order change (ORDCHG)
  • Customer receives an order response (ORDRSP)
  • Customer receives a dispatch advice (DESADV)
  • Customer sends a goods receipt advice (RECADV)
  • Customer sends a credit note (GSVERF)
  • Customer receives an invoice (INVOIC)

Do you still have questions about SAP or EDI?

Do you still have questions about SAP SD and the EDI processes which go with it? Feel free to contact us, we would love to help you!