LO150_EN_Col14_FT_Part_A4 (第4页) | ERP软件技术分享

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LO150 Test Your Knowledge

Test Your Knowledge

1. The six phases that make up the Sales

and Distribution Processing Cycle are:

Pre-SalesPre-Sales,SalesSales,InventorySourcingInventorySourcing,ShippingShi

and Payment. Payment.

Fillintheblankstocompletethesentence.

2. ThedocumentsusedintheSalesandDistributionprocessingcycle

are:salesactivitydocument-(pre-sales/salessupport)salesactivitydocument-(pre

Fillintheblankstocompletethesentence.

3. What purpose does document flow serve during sales order

processing?

4. Documentflowcanpresenttheprocessingstatusattheheaderheader

and itemitem levels of a document.

Fillintheblankstocompletethesentence.

5. Whatdocumentisusedtorecordsalesactivitiesduringthepre-sales

phase?

6. Aquotationmustalwaysbecreatedwithreferencetoaninquiry.

Determinewhetherthisstatementistrueorfalse.

True

False

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TestYourKnowledge LO150

7. List the marketing-related activities that are supporting by sales

support.

8. Whichdocumentwouldofferthecustomerabindingagreementfor

theconditionsstatedindocumentifusedduringthepre-salesphase.

Choosethecorrectanswer(s).

A Sales activity document

B Quotation

C Inquiry

9. Listthe three levels of a sales document.

10. Asalesorderdocumentmustalwaysbecreatedwithreferencetoa

quotation.

Determinewhetherthisstatementistrueorfalse.

True

False

11. Asalesordercanbecreatedbyreferencingmorethanonequotation.

Determinewhetherthisstatementistrueorfalse.

True

False

12. Asalesordercanhavemorethanonesold-toparty.

Determinewhetherthisstatementistrueorfalse.

True

False

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LO150 Test Your Knowledge

13. During what processing activities does R/3 perform inventory

sourcing activitiesfor a sales orderitem?

14. R/3willconfirmpartialmaterialquantitiesofacustomersrequested

quantity for a line item.

Determinewhetherthisstatementistrueorfalse.

True

False

15. Can a delivery be created for a sales order item that has an

unconfirmed schedule line?

16. Whataretheprocessingactivitiesthatmakeuptheshippingphase?

17. Adeliverydocumenthasaschedulelineinitsstructure.

Determinewhetherthisstatementistrueorfalse.

True

False

18. The shippingpointshippingpoint is the organizational element

requiredforcreationofthedeliverydocument.

Fillintheblankstocompletethesentence.

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TestYourKnowledge LO150

19. What is the purpose of the transferorder?

20. What are the resulting effects of postinggoods issue foradelivery

document?

21. Theterm"BillingDocument"isanumbrellatermthatincludeswhat

types of billing documents?

22. Inorderforadeliverytobebilled,apostgoodsissuepostgoodsissue

must have taken place on the delivery.

Fillintheblankstocompletethesentence.

23. WhatareasofR/3areupdateduponbillingdocumentcreation?

24. Whatdocumentinthesalesanddistributionprocessingcycleisthe

source of the accountsreceivablebalance?

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LO150 Test Your Knowledge

25. Towhichpartnerfunctionistheaccountsreceivablebalanceposted?

Choosethecorrectanswer(s).

A Sold-to

B Ship-to

C Bill-to

D Payer

26. PostingpaymentisconsideredaSalesandDistributionfunction.

Determinewhetherthisstatementistrueorfalse.

True

False

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TestYourKnowledge LO150

Answers

1. ThesixphasesthatmakeuptheSalesandDistributionProcessing

Cycle are: Pre-Sales, Sales, Inventory Sourcing,Shipping, Billing

and Payment.

Answer: Pre-Sales, Sales, Inventory Sourcing, Shipping, Billing,

Payment.

2. ThedocumentsusedintheSalesandDistributionprocessingcycle

are:sales activity document - (pre-sales/sales support),inquiry,

quotation, contract, schedule agreement -(pre-sales),sales

order - (sales order processing),delivery document - (shipping

processing),transferorder-(shippingprocessing),postgoodsissue-

(shippingprocessing),billingdocument-(billingprocessing).

Answer: salesactivitydocument-(pre-sales/salessupport),inquiry,

quotation, contract, schedule agreement -(pre-sales), sales order -

(salesorderprocessing),deliverydocument-(shippingprocessing),

transferorder-(shippingprocessing), postgoodsissue -(shipping

processing),billingdocument-(billingprocessing).

3. What purpose does document flow serve during sales order

processing?

Answer: DuringtheprocessingofacustomersalesorderinSalesand

Distribution,documentflowrecordsdocumentsandtheirprocessing

status.

4. Documentflowcanpresenttheprocessingstatusattheheaderand

item levels of a document.

Answer: header, item

5. Whatdocumentisusedtorecordsalesactivitiesduringthepre-sales

phase?

Answer: sales activity document

6. Aquotationmustalwaysbecreatedwithreferencetoaninquiry.

Answer: False

Aquotationmayreferenceaninquiry,butitdoesnothaveto. Itcan

becreatedasanewandseparate document.

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LO150 Test Your Knowledge

7. List the marketing-related activities that are supporting by sales

support.

Answer: direct mailings, address lists, sales activity documents,

createmasterdataformaterials,createmasterdataforcustomersand

competitors,generatesalesmaterialsandreports.

8. Whichdocumentwouldofferthecustomerabindingagreementfor

theconditionsstatedindocumentifusedduringthepre-salesphase.

Answer: B

A contract or schedule agreement would also offer a binding

agreement,andcouldalsobecreatedduringpre-sales.

9. List the three levels of a sales document.

Answer: Header, line item, andscheduleline

10. Asalesorderdocumentmustalwaysbecreatedwithreferencetoa

quotation.

Answer: False

Salesorderscanbecreatedindependentlyofareferencedocument.

11. Asalesordercanbecreatedbyreferencingmorethanonequotation.

Answer: True

A sales order can reference multiple documents. However, the

completion status and other copy control rules may impede what

can be referenced in a sales order.

12. Asalesordercanhavemorethanonesold-toparty.

Answer: False

Only one set of sold-to party customer master data is allowed in

a sales document.

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TestYourKnowledge LO150

13. During what processing activities does R/3 perform inventory

sourcing activities for asales orderitem?

Answer: R/3 performs inventory sourcing activities during sales

order creation, any time you make changes to the sales order and

when you create the delivery.

14. R/3willconfirmpartialmaterialquantitiesofacustomersrequested

quantity for a line item.

Answer: True

If,duringtheavailabilitycheck,onlyapartialamountoftherequired

stockisavailable,thenR/3willconfirmthepartialamountandsplit

theremainingrequiredquantityonanunconfirmedscheduleline.

15. Can a delivery be created for a sales order item that has an

unconfirmed schedule line?

Answer: No. Aschedulelinemusthaveaconfirmedquantityfora

delivery to be created for the item.

16. Whataretheprocessingactivitiesthatmakeuptheshippingphase?

Answer:

• Delivery creation

• Transfer order creation

• Packing

• Planningfortransportation processing

• Post goods issue

17. Adeliverydocumenthasaschedulelineinitsstructure.

Answer: False

The delivery document has only a header and line items. The

schedulelineisusedinthesalesordertogenerateadeliverydateand

quantities for the delivery. The delivery document is created with

referencetothisinformationandhasnoneedforascheduleline.

18. Theshippingpointistheorganizationalelementrequiredforcreation

of the delivery document.

Answer: shipping point

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LO150 Test Your Knowledge

19. What is the purpose of the transferorder?

Answer: Thetransferorderservesastheinstructionsforcontrolling

the movement of stock in a warehouse.

20. What aretheresulting effectsofpostinggoodsissueforadelivery

document?

Answer:

• Inventory quantities are updated.

• Generalledger accounts are updated.

• Accountingdocumentsaregenerated(controlling,etc.).

• Thedeliverystatusisupdatedtoallowbillingtobecarriedout.

• Thestatusofallrelevantsalesdocumentsisupdated.

21. Theterm"BillingDocument"isanumbrellatermthatincludeswhat

types of billing documents?

Answer: Invoices, creditmemos, debitmemos, pro formainvoices

and billing cancellation documents.

22. In order for a delivery to be billed, a post goods issue must have

taken place on the delivery.

Answer: post goods issue

23. WhatareasofR/3areupdateduponbillingdocumentcreation?

Answer:

• Materials movement documents

• Delivery document

• Sales statistics

• Customer credit accounts

24. Whatdocumentinthesalesanddistributionprocessingcycleisthe

sourceof theaccountsreceivable balance?

Answer: The billing document

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TestYourKnowledge LO150

25. Towhichpartnerfunctionistheaccountsreceivablebalanceposted?

Answer: D

26. PostingpaymentisconsideredaSalesandDistributionfunction.

Answer: False

PostingpaymentisaFinancialAccountingfunctioninR/3.

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Unit 4

Sales and Distribution: Master Data

Unit Overview

At the conclusion of this unit, you will understand where master data

is used, how it is maintained and what effect it has on the Sales and

Distribution process.

Unit Objectives

Aftercompletingthisunit, youwillbe able to:

• Create and maintaincustomermasterdata

• Createandmaintainmaterialmasterdatarecords

• Maintaincustomer-materialinformation

• Createandmaintainconditionmasterdataandanalyzetheautomatic

pricing carried out for a sales order

• Work with the incompletion log

• Issue output for sales documents

Unit Contents

Customer Master Data.........................................................138

Exercise 9: Customer master data ...........................................145

Material Master Data ...........................................................159

Exercise 10: Material Master Data ...........................................163

Customer-Material Information................................................171

Exercise 11: Customer-Material Information Record.......................173

Condition Master Data in Pricing..............................................178

Exercise 12: Condition Master Data For Pricing............................183

Incompletion Log................................................................193

Exercise 13: Incompletion Log................................................195

Output Master Data.............................................................199

Exercise 14: Output Master Data.............................................201

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Unit4: SalesandDistribution: MasterData LO150

Lesson: Customer Master Data

Lesson Overview

Inthislesson,youwilllearnhowtocreateandmaintainacustomermaster

data record.

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

• Createandmaintaincustomermasterdata

Business Example

As IDES is continually expanding its presence in the marketplace, it is

necessarytoaddnewcustomerstotheexistingcustomermasterrecords.

Acustomermasterrecordcontainsalldatanecessaryforprocessingthe

salesanddistributiondocuments. Maintainingthemasterdatacorrectly

cangreatlyreducetheworkneededtoprocesstransactions. Thisisbecause

themasterdataisautomaticallycopiedintothetransactions.

Master Data in Sales Documents

Figure 46: Origin if Data in Sales Documents

Several sources of data are copied into a sales order during document

creation. Most of the data elements are default values that can be

overwritten in the document if necessary.

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LO150 Lesson: Customer Master Data

Thesourcesofmasterdatainasalesorderinclude:

• Customer master data

• Material master data

• Conditionmasterdata: Youcreateandmaintainthismasterdatain

the sales and distribution master data for automatic pricing. This

couldbe,forexample,amaterialpriceoracustomerdiscount.

• Output: Information that is sent to the customer using various

media,suchasmail,EDI,orfax. Examplesincludetheprintoutofa

quotationoranorderconfirmation,orderconfirmationsusingEDI,

or invoices by fax.

• Controltables: YoucanmaintainthesetablesinCustomizing. The

default values of several data can be controlled in the sales and

distributiondocuments,dependingonthetablesettings.

Whencreatingasalesdocumentwithreferencetoanothersalesdocument

the referenced document will serve as the source of master data. For

example,aquotationcanserveasadatasourceforasalesorder.

Customer Master

Figure 47: Types of Data Stored in the Customer Master

Thecustomermastergroupsdatainto threeviews: GeneralData, Sales

Area Data, and Company Code Data.

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Unit4: SalesandDistribution: MasterData LO150

• General Data is maintained independent of the organizational

elements. The data found here is common to all organizational

structures within the client.

• TheSalesAreaDataisrelevantforsalesanddistributionprocesses

and is specific to a given sales area.

• Company Code data isrelevant forfinancialaccountingprocesses

and is specificfor agivencompany code.

A singlecustomermasterincludesallthedatanecessaryforprocessing

orders,deliveries, invoicesandcustomerpayments.

General Data

Figure 48: Data on the General Data Tab Pages

General Data is relevant for all sales and distribution and financial

accounting organizational structures within a given client. To facilitate

this, General Data is stored centrally (client-specific). It is valid for all

organizationalunitswithinaclient. Thisstructurepreventsgeneraldata

redundancy amongorganizationalstructures.

The general data in the customer master is comprised of the following

tab pages:

• Address

• Control data

• Payment transactions

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LO150 Lesson: Customer Master Data

• Marketing

• Unloading points

• Export data

• Contact persons

BychangingtheCustomizingsettings,youcanhidecertainfieldsonatab

page or make them required entry fields.

Company Code Data

Figure 49: Data on the Company Code Data Tab Pages

Company code data represents the Financial Accounting view of the

customer. Thedataisgroupedonmultipletabpages.

Thecompanycodedatainthecustomermastercomprisesthefollowing

tab pages:

• Account management

• Payment transactions

• Correspondence

• Insurance

BychangingtheCustomizingsettings,youcanhidecertainfieldsonatab

page or make them required entry fields.

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Unit4: SalesandDistribution: MasterData LO150

Sales Area Data

Figure 50: Data on the Sales Area Data Tab Pages

Salesareadatarepresentsthesalesviewof thecustomer. Thesalesarea

(sales organization, distribution channel, division) data is grouped on

multiple tab pages.

Thesalesareadatainthecustomermasteriscomprisedofthefollowing

tab pages:

• Orders

• Shipping

• Billing document

• Partner functions

BychangingtheCustomizingsettings,youcanhidecertainfieldsonatab

page ormake them required entry fields.

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LO150 Lesson: Customer Master Data

Partner Functions

Figure 51: Partner Functions in the Customer Master

Partner functions are located in the customer master in the Sales Area

view.Partner functions represent the master data of the "customers"

that are a part of a sales order and the subsequent documents. When

processing a sales order, partnerfunctions are copied as default values

into the documents.

Thefollowingobligatoryfunctionsarenecessaryforsalesanddistribution

documentprocessing: sold-toparty,ship-toparty,bill-topartyandpayer.

Inasalesorder,theycandifferfromeachotherorcanbeidentical.

• Sold-to party: places the order

• Ship-to party: receives goodsorservices

• Bill-toparty: receivestheinvoiceforgoodsorservices

• Payer: isresponsibleforpaying the invoice

Otherpartnerfunctions,suchascontactpersonorforwardingagent,are

notnecessaryforsalesorderprocessingbutmaybepresentinasalesorder.

Because each partner function is responsible for specific pieces of data

thatareusedinthesalesand distributiondocuments, youwilllimitthe

amountofdatathatisentered duringthecreationofacustomermaster

recordforagivenpartnerfunction. Forexample;ashiptopartyisusedin

thesalesanddistributionprocessforshippingrelateddataonly,sowhen

creatingtheship-to-partywecompleteonlyshippingrelateddatainput.

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Unit4: SalesandDistribution: MasterData LO150

Thisisdonebycreatingmasterdatarecordsusingapredefinedaccount

group that is assigned to a given partner function. The account group

ensuresthatonlytherequiredscreensandfieldsarepresentedduringthe

creationofthecustomermasterforapartnerfunction.

Maintaining Customer Master Data

Figure 52: Address Changes Made in the Customer Master Affect

Previously Created Documents

Whenchangesaremadetoacustomermasterrecordexistingdocuments

that include that customer master record (orders, deliveries, billing

documents) are not affected by the changes, with one exception, the

address. Therefore,ifanydataotherthantheaddresswastobeupdatedin

previouslycreateddocuments,itwouldbenecessarytomakethechanges

manually. Again,theexceptiontothisrulewouldbetheaddress.

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LO150 Lesson: Customer Master Data

Exercise 9: Customer master data

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Create a customer master record

• Understand the effect of customer master data on document

processing in sales and distribution

Business Example

A new customer wants to place an order. Therefore, you will create a

masterrecordforthecustomer. Thecustomerinformsyouthattheywould

liketohavethegoodsdeliveredtovariousaddresses. Atsomelaterdate,

thecustomerwillinformyouofachange ofaddress. Youwilltherefore

maketheaddresschangetocustomermasterrecord.

Task 1

CreateaCustomerMasterRecordforanewcustomer.

1. Fromtheinitialcreatecustomerscreenenterthecustomerdatafrom

thetablesbelow. Selectenterateachscreenaftercompletingthedata

input.

Data for customer master create initial screen

Field Value

Account Group 0001 (Sold-to party)

Customer 234##

Company Code 1000

Sales Area 1000/12/00

Hint: Createacustomermasterforthesold-topartyusingthe

→ →

menupath: Logistics Salesanddistribution MasterData

→ → → →

Business Partners Customer Create Complete. (use

accountgroupoverviewiconandselectaccountgroup0001

sold to party)

Choosetheappropiateviewinthecustomermasterrecordandenter

the data provided in the table.

Continued on next page

145

Field	Value
Account Group	0001 (Sold-to party)
Customer	234##
Company Code	1000
Sales Area	1000/12/00

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Unit4: SalesandDistribution: MasterData LO150

Enter the following data in the customer master:

VIEW/TAB FIELD VALUE

Genera Data view: Name Miller

Address tab

GeneralData: address Searchterm LO150

GeneralData:address Street Venusstr.12

GeneralData:address PostalCode 20111

GeneralData:address City Hamburg

GeneralData:address Country DE (Germany)

GeneralData:address Transportation 0000000001

zone (Region north)

GeneralData:address Language use language

of the course

General Data view: VAT # DE##1234567

Control datatab

CompanyCodeDataview: Reconciliation 140000

Acc. managementtab account

Sales Area Data view: Customergroup 02 (Trading

Sales tab Companies)

Sales Area Data view: Shipping 50+##

Shipping tab condition (Standard)

Sales Area Data view: Deliveringplant 1000 (Hamburg)

Shipping tab

Sales Area Data: Billing Incotermspart1 CFR/ Hamburg

Document tab and part2

Sales Area Data: Billing Terms of ZB00 (Payable

Document Tab payment immediately

due net)

Sales Area Data: Billing Taxclassification 1 (Liable for

BillingDocumentTab tax)

2. Displaythepreviouslyenteredcustomermaster(234##).

Continued on next page

146

VIEW/TAB	FIELD	VALUE
Genera Data view: Address tab	Name	Miller
GeneralData: address	Searchterm	LO150
GeneralData:address	Street	Venusstr.12
GeneralData:address	PostalCode	20111
GeneralData:address	City	Hamburg
GeneralData:address	Country	DE (Germany)
GeneralData:address	Transportation zone	0000000001 (Region north)
GeneralData:address	Language	use language of the course
General Data view: Control datatab	VAT #	DE##1234567
CompanyCodeDataview: Acc. managementtab	Reconciliation account	140000
Sales Area Data view: Sales tab	Customergroup	02 (Trading Companies)
Sales Area Data view: Shipping tab	Shipping condition	50+## (Standard)
Sales Area Data view: Shipping tab	Deliveringplant	1000 (Hamburg)
Sales Area Data: Billing Document tab	Incotermspart1 and part2	CFR/ Hamburg
Sales Area Data: Billing Document Tab	Terms of payment	ZB00 (Payable immediately due net)
Sales Area Data: Billing BillingDocumentTab	Taxclassification	1 (Liable for tax)

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LO150 Lesson: Customer Master Data

DescribetheintendedpurposeoftheIncotermsfieldinthecustomer

master.

Hint: Displaythecustomermaster. OntheBillingdocument

tabintheSalesareadataview,usethefieldhelp(F1)onboth

Incoterm fields.

3. Lookinthe salesareadata: Partnerfunctions taband check which

customeristheidentifiedastheBill-to-partyforyourcustomer.

4. Add a second ship-to-party to your customers master record

(sold-to-party 234##).

Note: Thesecondship-to-partyhasalreadybeencreatedfor

you. ship-to party (T-S50B##)

Task 2

Yournewcustomerisplacinganorderforthefirsttime.

1. Createastandardorderforyournewcustomer. Usethedatainthe

customersP.O.listedbelowforthebasisoftheorder.

Customer Purchase Order Data

Field Value

Document type OR

Sold-to Party 234##

Ship-to Party T-S50B##

CustomerPOnumber 5–411##

Requesteddeliverydate 10 days after todays

date

Material T-AS2##

Quantity 2 pcs

2. In the sales order, the system proposes the Incoterms as they are

maintainedinthecustomermasterrecord. However,forthisorder,

theIncoterms should bechangedtoFOBHamburg. Changethese

entries in the order.

Hint: Inthesales order, the Incotermscan befound on the

Overview: Sales tab

Continued on next page

147

Field	Value
Document type	OR
Sold-to Party	234##
Ship-to Party	T-S50B##
CustomerPOnumber	5–411##
Requesteddeliverydate	10 days after todays date
Material	T-AS2##
Quantity	2 pcs

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Unit4: SalesandDistribution: MasterData LO150

3. Savetheorderandrecordtheordernumber. Thesystemassignsthe

order document number.

_______________

Task 3

WillthechangesthatyoumadetotheIncotermsinthesalesorderupdate

in the customer master?

1. Checkthesold-to-partycustomermaster(234##)toseeiftheincoterms

ofthesalesorderupdatedinthecustomermasterrecord.

Task 4

Thecustomerinformsyouofachangeofaddress. Changethesold-to-party

master record(234##) to reflect the new address. The customers new

address is: Enjoy Street 99.

1. Changetheaddressofyoursold-to-partycustomermasterrecord.

2. You have agreed on the new terms of payment, ZB02 with the

customer. Changetheseentriesinthecustomermasteraswell(234##).

Hint: In the customer master, the terms of payment can be

foundinthesalesareadataview: Billingdocumenttab

Task 5

Check your previously created sales order (purchase order number

5-411##)toseewhatmasterdatachangesupdatedinthesalesorder.

1. Displaythepreviouslyenteredsalesorder. Checktheaddressofthe

sold-topartyinthesalesorder. Diditchangeintheorderafteryou

made changes in the customermaster?

2. Checkthetermsofpaymentinthesalesorder. Didthechangesmade

inexercisestep2. updateinthepreviouslycreatedsalesorder?

______________

Task 6

Create an outbound delivery and check what address was used from

the sales order on the delivery (Is it the sold-to-party address or the

ship-to-party address).

Continued on next page

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LO150 Lesson: Customer Master Data

1. Createanoutbounddeliveryforthepreviousstandardorder(with

thepurchaseordernumber5-411##). Checktheaddressoftheship-to

party in the outbound delivery.

Hint: Settheselectiondateinto the future by 20days. Use

shipping point Z0##.

Task 7

Checkyourcustomer’smasterdatarecordanddeterminewhatsalesareas

yourcustomerisallowedtopurchaseproductfrom.

1. Displayyourcustomersmasterdatarecord(234##). Whatsalesareas

are created for your customer?

____________________________________________

2. Checkthecustomermasterrecord(234##)anddeterminewhocreated

yourcustomermasterrecordandwhenitwascreated.

________________________________________________

3. Displaythesalesorderyoucreated foryourcustomerfromwithin

the customer master.

Task 8

Questions on the Customer Master.

1. You have created the new customer master record for sales

organization1000,distributionchannel12,anddivision00only. Sales

organization 1020 may wantto sell goods to the customer as well.

Whatwouldyouneedtodotomakeitpossibleforsalesorganization

1020toentersalesordersforthiscustomer?

Note: DONOTCREATE;justexplainwhatyouwouldneed

to do.

2. Is it possible in the customer master record to maintain various

addressesforthesold-topartyinmultiplecompanycodes?

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Unit4: SalesandDistribution: MasterData LO150

Solution 9: Customer master data

Task 1

CreateaCustomerMasterRecordforanewcustomer.

1. Fromtheinitialcreatecustomerscreenenterthecustomerdatafrom

thetablesbelow. Selectenterateachscreenaftercompletingthedata

input.

Data for customer master create initial screen

Field Value

Account Group 0001 (Sold-to party)

Customer 234##

Company Code 1000

Sales Area 1000/12/00

Hint: Createacustomermasterforthesold-topartyusingthe

→ →

menupath: Logistics Salesanddistribution MasterData

→ → → →

Business Partners Customer Create Complete. (use

accountgroupoverviewiconandselectaccountgroup0001

sold to party)

Choosetheappropiateviewinthecustomermasterrecordandenter

the data provided in the table.

Enter the following data in the customer master:

VIEW/TAB FIELD VALUE

Genera Data view: Name Miller

Address tab

GeneralData: address Searchterm LO150

GeneralData:address Street Venusstr.12

GeneralData:address PostalCode 20111

GeneralData:address City Hamburg

GeneralData:address Country DE (Germany)

Continued on next page

150

Field	Value
Account Group	0001 (Sold-to party)
Customer	234##
Company Code	1000
Sales Area	1000/12/00

VIEW/TAB	FIELD	VALUE
Genera Data view: Address tab	Name	Miller
GeneralData: address	Searchterm	LO150
GeneralData:address	Street	Venusstr.12
GeneralData:address	PostalCode	20111
GeneralData:address	City	Hamburg
GeneralData:address	Country	DE (Germany)

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LO150 Lesson: Customer Master Data

VIEW/TAB FIELD VALUE

GeneralData:address Transportation 0000000001

zone (Region north)

GeneralData:address Language use language

of the course

General Data view: VAT # DE##1234567

Controldata tab

CompanyCodeDataview: Reconciliation 140000

Acc. managementtab account

Sales Area Data view: Customergroup 02 (Trading

Sales tab Companies)

Sales Area Data view: Shipping 50+##

Shipping tab condition (Standard)

Sales Area Data view: Deliveringplant 1000 (Hamburg)

Shipping tab

Sales Area Data: Billing Incotermspart1 CFR/ Hamburg

Document tab and part 2

Sales Area Data: Billing Terms of ZB00 (Payable

Document Tab payment immediately

due net)

Sales Area Data: Billing Taxclassification 1 (Liable for

BillingDocumentTab tax)

→ → →

a) Logistics Sales and distribution Master data Business

→ → →

partners Customer Create Complete.

b) Enter the data as stated in the table.

c) Before exiting therecord choose: Save

2. Displaythepreviouslyenteredcustomermaster(234##).

Continued on next page

151

VIEW/TAB	FIELD	VALUE
GeneralData:address	Transportation zone	0000000001 (Region north)
GeneralData:address	Language	use language of the course
General Data view: Controldata tab	VAT #	DE##1234567
CompanyCodeDataview: Acc. managementtab	Reconciliation account	140000
Sales Area Data view: Sales tab	Customergroup	02 (Trading Companies)
Sales Area Data view: Shipping tab	Shipping condition	50+## (Standard)
Sales Area Data view: Shipping tab	Deliveringplant	1000 (Hamburg)
Sales Area Data: Billing Document tab	Incotermspart1 and part 2	CFR/ Hamburg
Sales Area Data: Billing Document Tab	Terms of payment	ZB00 (Payable immediately due net)
Sales Area Data: Billing BillingDocumentTab	Taxclassification	1 (Liable for tax)

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Unit4: SalesandDistribution: MasterData LO150

DescribetheintendedpurposeoftheIncotermsfieldinthecustomer

master.

Hint: Displaythecustomermaster. OntheBillingdocument

tabintheSalesareadataview,usethefieldhelp(F1)onboth

Incoterm fields.

→ → →

a) Logistics Salesanddistribution Masterdata Businesspartners

→ → →

Customer Display SalesandDistribution. Chooseenter.

b) Select Sales area data push-button.

c) Select the billing document tab.

PlaceyourcursorintheIncoterms(part1)fieldandchooseF1.

PlaceyourcursorintheIncoterms(part2)fieldandchooseF1.

Record the field use.

__________________________________________________________________________

3. Lookinthe salesareadata: Partnerfunctionstaband checkwhich

customeristheidentifiedastheBill-to-partyforyourcustomer.

→ → →

a) Logistics Sales and distribution Master data Business

→ → → →

partners Customer Display SalesandDistribution Sales

areadatapush-button:Partnerfunctionstab.

Note: If set up in customizing appropriately you can

choose to maintain multiple bill-to, ship-to and payer

partner functions if necessary.

b) Exit the master data record.

4. Add a second ship-to-party to your customers master record

(sold-to-party 234##).

Note: Thesecondship-to-partyhasalreadybeencreatedfor

you. ship-to party (T-S50B##)

→ → →

a) Logistics Sales and distribution Master data Business

→ →

partners Customer Change. Enteryourcustomersnumber

andthesalesarea1000/12/00andchooseenter.

b) ChoosetheSalesAreaDatapushbuttonontheapplicationtoolbar.

Go to the Partner Functions tab

c) Placeyourcursoronthefirstblanklineinthetableandaddthe

partnerfunctiontype(SH).choose: Enter.

d) Add the second Ship-to-Party T-s50B##.

e) Choose: Save

Continued on next page

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LO150 Lesson: Customer Master Data

Task 2

Yournewcustomerisplacinganorderforthefirsttime.

1. Createastandardorderforyournewcustomer. Usethedatainthe

customersP.O.listedbelowforthebasisoftheorder.

Customer Purchase Order Data

Field Value

Document type OR

Sold-to Party 234##

Ship-to Party T-S50B##

CustomerPOnumber 5–411##

Requesteddeliverydate 10 days after todays

date

Material T-AS2##

Quantity 2 pcs

→ → → →

a) Logistics Salesanddistribution Sales Order Create.

2. In the sales order, the system proposes the Incoterms as they are

maintainedinthecustomermasterrecord. However,forthisorder,

theIncoterms should bechangedtoFOBHamburg. Changethese

entries in the order.

Hint: Inthesales order, the Incotermscan befound on the

Overview: Sales tab

a) Enterthe newincoterms: FOBHamburg.

3. Savetheorderandrecordtheordernumber. Thesystemassignsthe

order document number.

_______________

Task 3

WillthechangesthatyoumadetotheIncotermsinthesalesorderupdate

in the customer master?

Continued on next page

153

Field	Value
Document type	OR
Sold-to Party	234##
Ship-to Party	T-S50B##
CustomerPOnumber	5–411##
Requesteddeliverydate	10 days after todays date
Material	T-AS2##
Quantity	2 pcs

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Unit4: SalesandDistribution: MasterData LO150

1. Checkthesold-to-partycustomermaster(234##)toseeiftheincoterms

ofthesalesorderupdatedinthecustomermasterrecord.

→ → →

a) Logistics Sales and distribution Master data Business

→ →

partners Customer Change.

Sales area: 1000/12/00

b) ChoosetheSales AreaDatapush-button

c) Choose the Billing Document tab.

d) The incoterms did not update.

Task 4

Thecustomerinformsyouofachangeofaddress. Changethesold-to-party

master record(234##) to reflect the new address. The customers new

address is: Enjoy Street 99.

1. Changetheaddressofyoursold-to-partycustomermasterrecord.

→ → →

a) Logistics Sales and distribution Master data Business

→ → →

partners Customer Change Salesanddistribution.

Sales area 1000/12/00

→

Choose Enter. .

b) SelecttheGeneraldatapushbuttonandviewtheAddresstab

page.

c) EntertheaddresschangesEnjoyStreet99andsave.

2. You have agreed on the new terms of payment, ZB02 with the

customer. Changetheseentriesinthecustomermasteraswell(234##).

Hint: In the customer master, the terms of payment can be

foundinthesalesareadataview: Billingdocumenttab

→ → →

a) Logistics Sales and distribution Master data Business

→ →

partners Customer Change.

b) Enterthecustomernumberofyoursold-to-partyandselectthe

sales area 1000\12\00. Choose: enter

c) Choose theSalesArea Data pushbutton then select the Billing

Document tab page.

d) Addthenewtermsofpayment(ZB02)andsavethe customer

master before exiting.

Continued on next page

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LO150 Lesson: Customer Master Data

Task 5

Check your previously created sales order (purchase order number

5-411##)toseewhatmasterdatachangesupdatedinthesalesorder.

1. Displaythepreviouslyenteredsalesorder. Checktheaddressofthe

sold-topartyinthesalesorder. Diditchangeintheorderafteryou

made changes in the customermaster?

→ → → →

a) Logistics Salesanddistribution Sales Order Display.

b) Choose Display doc. header details.

c) Choose the Partners tab page.

d) Aftertheaddressischangedinthecustomermaster,itwillalso

change in the order.

2. Checkthetermsofpaymentinthesalesorder. Didthechangesmade

inexercisestep2. updateinthepreviouslycreatedsalesorder?

______________

→ → → →

a) Logistics Salesanddistribution Sales Order Display.

b) Choose the Overview: Sales tab.

The terms of payment have not changed. The new terms of

paymentinthecustomermasteronlybecomeeffectivewhenyou

createnewsalesorders. Youwouldhavetochangethetermsof

paymentmanuallyinthesalesordertomakethechanges.

Note: Remember, only the customer address will be

updatedinpreviouslycreatedsalesdocuments!

Task 6

Create an outbound delivery and check what address was used from

the sales order on the delivery (Is it the sold-to-party address or the

ship-to-party address).

Continued on next page

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Unit4: SalesandDistribution: MasterData LO150

1. Createanoutbounddeliveryforthepreviousstandardorder(with

thepurchaseordernumber5-411##). Checktheaddressoftheship-to

party in the outbound delivery.

Hint: Set the selection date into the future by 20 days. Use

shipping point Z0##.

→ → →

a) Logistics Salesanddistribution Shippingandtransportation

→ → →

OutboundDelivery Create SingleDocument WithReference

to Sales Order.

b) TheaddressusedinthedeliveryisreferencedfromtheShip-to

party (T-S50B##).

c) Save the delivery.

d) Record the delivery number.

_______________

Task 7

Checkyourcustomer’smasterdatarecordanddeterminewhatsalesareas

yourcustomerisallowedtopurchaseproductfrom.

1. Displayyourcustomersmasterdatarecord(234##). Whatsalesareas

are created for your customer?

____________________________________________

→ → →

a) Logistics Sales and distribution Master data Business

→ → →

partners Customer Display Complete.

(Stay in the initial screen)

b) ChooseCustomer’ssalesareaspush-button.

2. Checkthecustomermasterrecord(234##)anddeterminewhocreated

yourcustomermasterrecordandwhenitwascreated.

________________________________________________

→ → →

a) Logistics Salesanddistribution Masterdata Businesspartners

→ → → → →

Customer Display Complete Extras Administrative

data.

Continued on next page

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LO150 Lesson: Customer Master Data

3. Displaythesalesorderyoucreated foryourcustomerfromwithin

the customer master.

→ → →

a) Logistics Sales and distribution Master data Business

→ → → → →

partners Customer Display Complete Environment

→

List documents Orders.

b) Choose Enter.

c) Findyoursalesorderdocumentnumberinthelistanddouble

clickonthelinetodisplaytheoriginaldocument.

Task 8

Questions on the Customer Master.

1. You have created the new customer master record for sales

organization1000,distributionchannel12,anddivision00only. Sales

organization 1020 may wantto sell goods to the customer as well.

Whatwouldyouneedtodotomakeitpossibleforsalesorganization

1020toentersalesordersforthiscustomer?

Note: DONOTCREATE;justexplainwhatyouwouldneed

to do.

a) Youwouldhavetocreateanadditionalsalesareadataviewfor

thiscustomerfortherelevantsalesareawithsalesorganization

1020/12/00.

2. Is it possible in the customer master record to maintain various

addressesforthesold-topartyinmultiplecompanycodes?

a) No. Theaddressofthesold-topartyismaintainedindependently

of the organizational units. It is possible, however, to assign

severalship-to parties to asold-to party.

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Unit4: SalesandDistribution: MasterData LO150

Lesson Summary

You should now be able to:

• Createandmaintaincustomermasterdata

Related Information

• http://help.sap.com

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LO150 Lesson: Material Master Data

Lesson: Material Master Data

Lesson Overview

Inthislesson, youwillcreateanewmaterialmasterandenteraninitial

receipt ofstock into yourplant storagelocation.

Lesson Objectives

Aftercompleting this lesson, youwillbeable to:

• Createandmaintainmaterialmasterdatarecords

Business Example

IDESisaddinganewmaterialtotheirproductline. Thismaterialisvery

similarto a productthey currently sell. Inorder to reduce data entry it

is possible to reference an existing similar material to create this new

material master.

The Material Master

Figure 53: Views in the Material Master

Thematerialmasterisgroupedintoseveralviews(tabpages): Basicdata,

sales and distribution data, purchasing data, various further data for

engineering/design, accounting, costing, warehouse management, and

so on.

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Unit4: SalesandDistribution: MasterData LO150

Basicdataisrelevantforallorganizationalunitswithinaclient.

Sales: Sales organizationdata isrelevantforsalesand distribution. The

datapresentedtoyouisdeterminedbythesalesorganization,distribution

channel you enter.

TheSales: General/Plantdataisalsorelevantforsalesanddistribution.

Thedatapresentedtoyouisdeterminedbythedeliveringplantyouenter.

Thereareotherviews(tabpages)validforvariousorganizationalunits.

Figure 54: Sales Oriented Data in the Material Master

Thereare severalviews(tabpages) inthematerialmasterthatarevalid

for sales and distribution:

• Basicdataisrelevantforallareas. Itismaintainedindependentlyof

organizational units.

• Sales: SalesOrg. 1,Sales: SalesOrg. 2,andSalesTextsarevalidforthe

salesorganizationandthedistributionchannel.

• Sales: General/Plant data and Foreign Trade: Export data is valid for

the delivering plant.

By changing the Customizing settings, you can hide certain fields on a

view ormake them required entry fields.

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LO150 Lesson: Material Master Data

Figure 55: Cross-Division Sales

You can use this kind of processing to enter multiple materials with

varying divisions in a sales order.

YoucontrolthefollowinginCustomizing,accordingtothesalesdocument

type:

• Whether it is possible to enter multiple materials with various

divisions for an order

• Thewaythesystemresponds(withorwithoutawarningmessage)

• Whetherthedivisiononitemleveliscopiedfromthematerialmaster

record or whether the division in the document header is copied

into the items

Figure 56: Division-Specific Sales

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Unit4: SalesandDistribution: MasterData LO150

Thiskindofprocessingwouldnotallowmaterialswithvaryingdivisions

in an order.

ThisiscontrolledinCustomizing,accordingtothesalesdocumenttype.

162