Sales and Distribution Questionnaire
Sales and Distribution Questionnaire
Sales and Distribution Questionnaire
Instructions This questionnaire is a tool that you can use to collect information about your business that will be useful for tailoring the R/3 System to your business needs. You will need Microsoft Word for Windows to work with this document. Enter your answers in the fields after the questions, using the TAB key to move from field to field. You may save and later change your answers in this questionnaire just as you would with any other Word document.
1 Enterprise Structure
1.1 SD – Corporate Structure
What selling entities (Sales Organizations) are responsible for establishing terms of sale? To what markets (distribution channels) do you sell? (Retail, Wholesale, etc). What product divisions (product lines) do you have? What sales offices do you have? A Sales Office is a physical location responsible for sales within a given geographical location (optional). What sales groups do you have? These are groups of people responsible for processing sales of certain products or services (optional). Do you have more than one sales person responsible per customer? What warehouses, production sites (Plants) do you have? What are the storage locations at each Plant? Within each plant, what are the areas
© 1997 SAP Technology, Inc.
1
Sales and Distribution Questionnaire
from which you ship? For example, different loading docks that ship different types of materials or a Federal Express drop-off. (Shipping Point)
2 Master Data
2.1 Logistics Business Partners
What kinds of business partners do you have?
Sold-To Ship-To Bill-To Payer Prospective Customers Competitors Sales Partners Forwarding Agent One Time Customers
Do customers have multiple ship-to’s and payers? If yes, how do you choose? Do you have vendors that are also customers? Please define the structure of your current customer numbering:
Yes
Invoice-To partner
No
Payer partner
Yes
No
2.2 SD Business Partners
SAP Customer
Sales and Distribution Questionnaire
Instructions This questionnaire is a tool that you can use to collect information about your business that will be useful for tailoring the R/3 System to your business needs. You will need Microsoft Word for Windows to work with this document. Enter your answers in the fields after the questions, using the TAB key to move from field to field. You may save and later change your answers in this questionnaire just as you would with any other Word document.
1 Enterprise Structure
1.1 SD – Corporate Structure
What selling entities (Sales Organizations) are responsible for establishing terms of sale? To what markets (distribution channels) do you sell? (Retail, Wholesale, etc). What product divisions (product lines) do you have? What sales offices do you have? A Sales Office is a physical location responsible for sales within a given geographical location (optional). What sales groups do you have? These are groups of people responsible for processing sales of certain products or services (optional). Do you have more than one sales person responsible per customer? What warehouses, production sites (Plants) do you have? What are the storage locations at each Plant? Within each plant, what are the areas
© 1997 SAP Technology, Inc.
1
Sales and Distribution Questionnaire
from which you ship? For example, different loading docks that ship different types of materials or a Federal Express drop-off. (Shipping Point)
2 Master Data
2.1 Logistics Business Partners
What kinds of business partners do you have?
Sold-To Ship-To Bill-To Payer Prospective Customers Competitors Sales Partners Forwarding Agent One Time Customers
Do customers have multiple ship-to’s and payers? If yes, how do you choose? Do you have vendors that are also customers? Please define the structure of your current customer numbering:
Yes
Invoice-To partner
No
Payer partner
Yes
No
2.2 SD Business Partners
SAP Customer