Sales Overview

Welcome to the World of SAP

July, 2001.

Final as of 14/08/01 Page 1

 Agenda

» Course Introduction » M.O.S.E.S. Overview

» Course Objectives » Schedule of Training
» Course Approach Courses
» Functional Overview » Course Summary
• Initial Sales Input » Questions
• Initial and Ongoing Sales
Releases
» Course Evaluation
• General Enquiries at
• Business Unit
• Enquiries/Reservations
On Site
• Sales Incentives/Choices
• Part Exchange Overview
• Customer Options
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 Course Introduction

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 How have we arrived at the solution?

» From the feedback received at the Workshops

and Road Shows with all Business Units
» Analysing the detailed processes which you all
go through in your day-to-day work and mapping
them to SAP

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 Course Objectives

» Before attending this course, you should have

completed:
• IT/PC Skills training (if applicable)
• ABCs of SAP training
» After completing this course, you will understand the
following:
• Which of our present processes will be replaced by SAP
• How you will perform some of these processes in SAP
• Which training courses you will need to attend

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 Course Approach

Presentation

M.O.S.E.S.

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 R/3 Integration Model
Sales and
Distribution
SD
Sales & FI
Distribution Financial
Accounting
MM
Material CO
Management Controlling
PP AM
Production Fixed Assets
Planning
R/3 Mgmt.

QM
Quality Client / Server PS
Project
Mgmt. PM System
PlantABAP/4 Workflow
WF
Maintenance IS
HR Industry
Personnel Solutions
Administration

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 McAlpine fit to the SAP structure

Client

Company Code

Plant Plant
BU1 BU2

Storage Location Storage Location Storage Location Storage Location

Site 1 Site 1 Site 1 Site 2

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 SAP Terminology
(Systems Applications in Data Processing)
McAlpine Homes SAP
» Alfred McAlpine Homes => Sales Organisation (AMHO)
» Alfred McAlpine Homes => Division (AM)
» Business Unit => Plant/Sales Office
» Site => Storage Location
» Plots or PX (Re-Sale) => Distribution Channel (PL or PX)
» Sales Enquiry => Inquiry
» Reservation => Sales Order
» Standard Items => Choices
» Extras => Options
» Letter or Form => Output

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 SAP Terminology
(Systems Applications in Data Processing)

» Use this list to add any additional terminology

that
» you feel will be necessary for your own purposes
as
» you go through this course i.e.

» McAlpine Homes SAP

» House Type => Product Hierarchy
» =>

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 Functional Overview

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 Initial Sales Input

Initial Sales Initial Sales Sales Office & Market

Input Set Up Show
ShowHomes
Home Research

Sales Director Sales Manager Sales Manager Business Unit/

Sales Negotiator
» Input Sales » Create Purchase » Create Bill of » Competitor analysis
Information into Requisitions for Materials and collected
Land Viability Brochures, Signage, Model Service electronically at
Report (None Flag Poles, Specification for various stages of
SAP) Advertising, Media Sales Office Set the Project (None
and PR Campaigns Up SAP)
Create Request for » Create Purchase
Quotations for Requisition for
Interior Design and Interior Designer
Landscaping and Landscaper

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 Initial Sales Release and
Ongoing Sales Releases
Site Create Release
Release SAP
Set Up Plots
Plots Proposal
Proposal Updated

Application Sales Manager Sales Manager Business Unit

Support
» Site Set Up » Create Material » Recorded in » Enter Release
centrally by Masters including Spreadsheet Prices for Plots and
BA’s Site Name, Plot No with approval all appropriate
and House type from nominated authority limits In
» Block for Sale but Directors (None Pricing Conditions
not Enquiries SAP) » Plots unblocked for
Release
» E-mail notification to
Site Sales

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 General Enquiries at Business Unit

Enquiry Issue
Enquiry
Output

Business Unit Business Unit

» Enquiries recorded » Word merge from

in SAP for use SAP
when Site opens
» Use of Quick
Addressing

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 Enquiries and Reservations on Site

Initial Re-Visit Issue

Issue
Reservation
Enquiry Enquiry Outputs
Outputs

Business Unit/ Sales Negotiator Sales Negotiator Sales Negotiator

Sales Negotiator
» Initial Enquiries » Recorded in SAP » Recorded in » Various Forms and
recorded in SAP copied from Initial SAP from Initial Letters
for Re-Trawl Enquiry Enquiry or Re- » Either by Word
opportunities » Used for Visit Merge or
» Use of Quick Reporting » Used for SAP Script
addressing Purposes Reporting
» Used for Purposes
Reporting » Notify BU by
Purposes E-Mail

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 Sales Incentives and Customer
Choices
Incentives Reservation Issue Outputs
Issue Outputs Customer
Customer
Choices
Choices

Sales Negotiator Sales Negotiator Sales Negotiator Sales Negotiator

» Incentives agreed » Recorded in SAP » Various Forms » Recorded as Line

and recorded in from Initial Enquiry and Letters Items in Original
SAP at point of or Re-Visit » Either by Word Sales Order
Reservation » Used for Merge or » Used for
Reporting SAP Script Reporting
Purposes Purposes

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 Part Exchange Overview
Enquiry

Re-Visit PXPX
Instruct PX
PXInvest
Invest PX
PXDeal
Deal Reserve
Instruct
Sales Sales Part Exchange Part Exchange Sales Negotiator
Negotiator Negotiator Function Function/ Sales
Manager
» Recorded in » Record PX » Normal Procedure » Offer formulated » Recorded in SAP
SAP copied property details » Recorded in SAP in SAP copied from Initial
from Initial in Investigation » Authority sign off Enquiry or Re-
Enquiry Form Visit
» Used for » Create » Used for
Reporting Purchase Req. Reporting
Purposes » Customers price Purposes
expectation » Issue Outputs
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 Customer Options

Reservation Issue Customer

Customer Issue
Issue
Outputs Options
OptionsOrder
Order Output
Output

Sales Negotiator Sales Negotiator Sales Negotiator Sales Negotiator

» Recorded in SAP » Various Forms and » Recorded as » Customer Options

copied from Initial Letters including Line Items in Form
Enquiry or Re-Visit Choices/Options Options Sales » From SAP Script
» Used for Appointment Letter Order
Reporting dependant on Build » Used for
Purposes Stage Reporting
» Either by Word Purposes
Merge or SAP
Script

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 M.O.S.E.S.

SAP Online Quick Reference

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 What is MOSES ?

MOSES is the “McAlpine Online SAP

Enlightenment System”. It is designed, from an
Alfred McAlpine perspective, to provide:
» An understanding of SAP, and where it fits in to the
business
» An understanding of the Alfred McAlpine business
processes
» Clear, step-by-step instructions on using the SAP
system
» A glossary of SAP terms

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 How to access MOSES

In Internet Explorer, type:

http://intranet/MOSES/main.asp

in the address field Address Field

The explorer window will change to

load the initial MOSES window

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 MOSES: Initial Screen

MOSES – Initial Screen

The Initial MOSES screen appears
Here you have two choices…

Either view MOSES:

» “By SAP Process”

» “By Job Description”

To make your choice, move the cursor

over the relevant text and click the
<left mouse button> Choices
This opens the Main MOSES window

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 MOSES: Main Window
“By SAP Process” View
Navigation Menu System
In this view, the navigation
menu system is structured
by SAP process.

» To close the window

move the cursor to
the “x” icon at the top
right of the window
and click the
<left mouse
button>

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 MOSES: Main Window
“By Job Description” View
Navigation Menu System
In this view, the Navigation
Menu System is structured
by job description.

» To close the window

move the cursor to the
“x” icon at the top right
of the window and
click the
<left mouse button>

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 MOSES: “Navigation”

» There are two main Menu System

navigation areas in the
MOSES system:

Menu System

General Controls General Controls

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 MOSES: Menu System
To select an SAP help file
using the menu system:
(Note: example from “By SAP
Process”)
» Move the cursor over the
menu icons
» Notice that a new menu
pops-up for each icon the
cursor passes over
Try the following yourself:
• Move the cursor to the “F”
Icon
• The “Finance” Menu
appears. (See Image to
right for example)

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 MOSES: Menu System

Now try the following:

» Move the cursor from
the menu icon into the
pop-out menu

If done right you will notice

that:
» The pop-out menu
remains on-screen
» The item the cursor is
over is highlighted

Final as of 14/08/01 Page 27

 MOSES: Menu System

Things to remember:

- A Link icon

- A Sub-menu icon

To view a help file:

» Move the cursor to the text
adjacent to a Link Icon click
<left mouse button>

To open a Submenu:
» Move the cursor to the text
adjacent to a Submenu Icon
» The submenu appears
» Links in sub-menus work as
above
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 MOSES: General Controls (ICONS)

- Home (return to the main MOSES start page

- Back (in the history of documents viewed)

- Forward (in the history of documents viewed)

- Glossary (view the SAP glossary)

- Help (view help on MOSES)

Move the cursor over the icon and click the

<left Mouse button> to select …

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 MOSES: General Controls
(SEARCHING)
MOSES contains a search engine, allowing you to search for
pages containing specific words or phrases …

Search Field

To perform a search:
» Move the cursor to the Search Field - click the <left mouse button>
» Enter a word or phrase in the Search Field
» press the <Return> key on the keyboard
» The search results are loaded in the Main MOSES window
» Click the <left mouse button> on an entry to view the help file

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 Schedule of Training Courses

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 Training Course Titles

» Pre Sale Preparation

» Office Administration in SAP
» Sales Enquiries Outputs and Monitoring
» Reservations and Cancellations
» Sales Handover
» Part Exchange Investigation and Deal Formulation
» Part Exchange Administration and Re-Sales
» Sales Board Reporting and Document
Management

Final as of 14/08/01 Page 32

 Course Summary

» You now know which of our present processes

will be replaced by SAP
» How you will perform some of these processes in
SAP
» Which training courses you will need to attend

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 Questions?

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 Course Evaluation

? ? ?

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