LO150_EN_Col14_FT_Part_A4 (第6页) | ERP软件技术分享

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LO150 Lesson: Incompletion Log

_______________________

a) Thedocumentnumberisassignedbythesystem.

6. ExecutetheworklistforincompleteordersforyouruserID.

→ → →

a) Logistics Sales and Distribution Sales Information system

→ →

Orders Incomplete orders.

7. Identifyyoursalesorderandedittheincompletionlogitems. Enter

theP.O.asOK##,entertheweighttoequalthegrossweight(20kg).

Save, before exiting.

a) Select the incomplete document.

b) Choose: Edit Incompletionpush-button, Completethemissing

information: EntertheP.O.asOK##, entertheweighttoequal

the gross weight (20kg).

c) Choose Save.

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Unit4: SalesandDistribution: MasterData LO150

Lesson Summary

You should now be able to:

• Work with the incompletion log

Related Information

• http://help.sap.com

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LO150 Lesson: Output Master Data

Lesson: Output Master Data

Lesson Overview

Inthislesson,youlearnhowtoissueoutputfromasalesdocument.

Lesson Objectives

Aftercompleting this lesson, youwillbeable to:

• Issue output for sales documents

Business Example

Uponcompletingyourcustomerssalesorderyouwillcommunicatewith

thecustomerintheformofanorderconfirmation.

Output

Figure 65: Output Condition Records

Output is sales and distribution document information that is

communicatedtothecustomerusingvariousmedia,suchasmail,EDIor

fax.

Likepricing,outputforsalesdocumentsisexecutedusingthecondition

technique.

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Unit4: SalesandDistribution: MasterData LO150

Outputcanbesentforvarioussalesanddistributiondocuments(order,

delivery, and billing document) .

Output types include, for example; quotation confirmation, order

confirmation,deliverynotification,invoicesandexportdeclarations.

Intheoutputmasterdata, youdefinetheoutputtype, thetransmission

medium, the time, and the partner function as elements of the output

condition record.

• Partnerfunctionsinclude, forexample; sold-toparty, ship-toparty,

and bill-to party.

• Transmission media include, for example; printer, telex, fax, mail,

and EDI.

• Timesatwhichoutputissentinclude: immediatelywhensaving,or

byusingastandardprogram(RSNAST00)thatisrunregularly.

The layout of an output is defined by a form in SAPScript. The form is

assigned to an output type.

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LO150 Lesson: Output Master Data

Exercise 14: Output Master Data

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Issueoutputforsalesanddistributiondocumentsonthescreen

Business Example

Afterprocessingtheorderforthenewcustomer,youwanttohavealook

at the layoutof theorder confirmationbeforeprintingitand sending it

to the customer.

Task

Display output for a sales order.

1. Executethe outputforthesalesorderwiththeP.O.OK##that was

created in the incompletion lesson.

2. Createtheoutbounddeliveryforyoursalesorderthatwasdisplayed

in the previous exercise step.

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

shipping point Z0##.

3. Displaythedeliverynoteoutputto thescreen.

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Unit4: SalesandDistribution: MasterData LO150

Solution 14: Output Master Data

Task

Display output for a sales order.

1. Executetheoutput forthesalesorderwiththeP.O.OK##thatwas

created in the incompletion lesson.

→ → → →

a) Logistics Salesanddistribution Sales Order Display.

b) PerformasearchforthesalesorderbyusingF4ontheOrderfield.

c) EntertheP.O.name(OK##)intothePurchaseOrderno. field.

Choose: Enter.

→ → →

d) Fromthemenubarchoose:Extras Output Header Print

Preview.

2. Createtheoutbounddeliveryforyoursalesorderthatwasdisplayed

in the previous exercise step.

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

shipping point Z0##.

→ → →

a) Logistics Salesanddistribution Shippingandtransportation

→ → →

Outbounddelivery Create Singledocument Withreference

to a sales order.

3. Displaythedeliverynoteoutputtothescreen.

→ →

a) Logistics Sales and distribution Shipping and transportation

→ → →

Outbound delivery Display Outbound delivery (Do not

→

enterintothedeliverydocument. Gotothedropdownmenu) Issue

delivery output

b) Choose Print Preview.

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LO150 Lesson: Output Master Data

Lesson Summary

You should now be able to:

• Issue output for sales documents

Related Information

• http://help.sap.com

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Unit Summary LO150

Unit Summary

You should now be able to:

• Createandmaintaincustomermasterdata

• Createandmaintainmaterialmasterdatarecords

• Maintain customer-material information

• Createandmaintainconditionmasterdataandanalyzetheautomatic

pricing carried out for a sales order

• Work with the incompletion log

• Issue output for sales documents

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LO150 Test Your Knowledge

Test Your Knowledge

1. During document processing, data from various sources iscopied

into documents. These sources of data include, for example:

customermastercustomermaster,materialmastermaterialmaster,

conditionmasterrecords. conditionmasterrecords..

Fillintheblankstocompletethesentence.

2. Name the three views of the customer master data

record:generaldatageneraldata, companycodecompanycode,

salesareasalesarea.

Fillintheblankstocompletethesentence.

3. General data for the customer master is stored centrally

(client-specific),inordertoavoiddataredundancy.

Determinewhetherthisstatementistrueorfalse.

True

False

4. You store the partner functions for the customer in the customer

master,companycodedataview: Partnerfunctions(tab).

Determinewhetherthisstatementistrueorfalse.

True

False

5. When data is changed in a master data record, it typically has no

effectonthedocumentsthathavealreadybeencreated;thechanges

areonlyrelevantfornewdocuments. Whatistheexception?

Choosethecorrectanswer(s).

A Language

B Address

C Payment terms

D Incoterms

6. The material master is grouped into various views. An

example of those views may include: BasicdataBasicdata,

SalesandDistributiondataSalesandDistributiondata,

PurchasingPurchasing,FinancialAccountingFinancialAccounting,WarehouseMana

Fillintheblankstocompletethesentence.

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TestYourKnowledge LO150

7. The Basic data view of the material master is relevant for all

organizational units within a client.

Determinewhetherthisstatementistrueorfalse.

True

False

8. BychangingtheCustomizingsettings,youcanhidecertainfieldson

a viewormakethemrequiredentry fields.

Determinewhetherthisstatementistrueorfalse.

True

False

9. Sales: salesorganizationdataviewisrelevantforsalesanddistribution.

Thedatapresentedtoyouisdeterminedbythe:

Choosethecorrectanswer(s).

A Salesorganizationanddistributionchannel

B Sales area

C Companycode,salesorganization,anddivision.

D Sales organization

10. The customer-material information record is a master data record

that is a combination of : customermastercustomermaster and

materialmastermaterialmaster .

Fillintheblankstocompletethesentence.

11. You can use the customer-material information record to:

cross-referenceacustomer’smaterialnumbertoyourmaterialnumberandthecustomer

maintainspecificshippinginformationforthecustomerandmaterial,suchasdeliveryto

Fillintheblankstocompletethesentence.

12. Ifacustomer-materialinformationrecordexistsforacustomerand

amaterial,thesedefaultvaluesarepreferredtothevaluesfromthe

customerorthematerialmasterwhenprocessingadocument(order

or delivery).

Determinewhetherthisstatementistrueorfalse.

True

False

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LO150 Test Your Knowledge

13. The condition types that are used for the creation of condition

master data records include: pricesprices, surchargessurcharges,

discountsdiscounts,freightsfreights,andtaxestaxes.

Fillintheblankstocompletethesentence.

14. Name three characteristics of a condition master data

record: validityperiodvalidityperiod, scalescale,

calculationtypecalculationtype.

Fillintheblankstocompletethesentence.

15. You can define condition master data (condition records) to be

dependentonvariousdata(keyfieldsintheorder).

Determinewhetherthisstatementistrueorfalse.

True

False

16. Pricinginasalesdocumentiscarriedoutvia:

Choosethecorrectanswer(s).

A a pricing procedure

B manual pricing

C customer master data records

17. You can call up the incompletion log by

savingthesalesdocumentsavingthesalesdocument, or

→ →

Edit Incompletionlog(whileinsidethesalesdocument)Edit Incompletionlog(whil

Fillintheblankstocompletethesentence.

18. The incompletion log functions are available in the sales order,

delivery and billing document.

Determinewhetherthisstatementistrueorfalse.

True

False

19. In Customizing, youcan decide which fields should bepartof the

incompletion log.

Determinewhetherthisstatementistrueorfalse.

True

False

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TestYourKnowledge LO150

20. Output is information that is sent to the customer using various

media, suchas: mailmail,EDIEDI,andFax. Fax.

Fillintheblankstocompletethesentence.

21. In the output master data, you define the

transmissionmediumtransmissionmedium,timetime, and

partnerfunctionpartnerfunction.

Fillintheblankstocompletethesentence.

22. ThelayoutofanoutputisdefinedbyaforminSAPScript.

Determinewhetherthisstatementistrueorfalse.

True

False

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LO150 Test Your Knowledge

Answers

1. During document processing, data from various sources iscopied

intodocuments. Thesesourcesofdatainclude,forexample: customer

master,materialmaster,conditionmasterrecords..

Answer: customermaster,materialmaster,conditionmasterrecords.

2. Name the three views of the customer master data record:general

data , company code, sales area.

Answer: generaldata,companycode, salesarea

3. General data for the customer master is stored centrally

(client-specific),inordertoavoiddataredundancy.

Answer: True

4. You store the partner functions for the customer in the customer

master,companycodedataview: Partnerfunctions(tab).

Answer: False

You store the partner functions for the customer in the customer

masterSalesAreadataview: Partnerfunctions(tabpage).

5. When data is changed in a master data record, it typically has no

effectonthedocumentsthathavealreadybeencreated;thechanges

areonlyrelevantfornewdocuments. Whatistheexception?

Answer: B

6. Thematerialmasterisgroupedintovariousviews. Anexampleof

those views may include: Basic data, Sales and Distribution data,

Purchasing,FinancialAccounting,WarehouseManagement.

Answer: Basic data, Sales and Distribution data, Purchasing,

FinancialAccounting, WarehouseManagement

7. The Basic data view of the material master is relevant for all

organizational units within a client.

Answer: True

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TestYourKnowledge LO150

8. BychangingtheCustomizingsettings,youcanhidecertainfieldson

a viewormakethemrequiredentry fields.

Answer: True

9. Sales: salesorganizationdataviewisrelevantforsalesanddistribution.

Thedatapresentedtoyouisdeterminedbythe:

Answer: A

10. Thecustomer-materialinformationrecordisamasterdatarecordthat

isacombinationof: customermasterandmaterialmaster.

Answer: customermaster, materialmaster

11. You can use the customer-material information record to:

cross-reference a customer’s material number to your material

numberandthecustomer’smaterialdescription,ormaintainspecific

shippinginformationforthecustomerandmaterial,suchasdelivery

tolerances,specifyingifthecustomeracceptspartialdeliveries,orthe

default delivering plant.

Answer: cross-reference a customer’s material number to your

materialnumberandthecustomer’smaterialdescription,maintain

specific shipping information for the customer and material, such

as delivery tolerances, specifying if the customer accepts partial

deliveries, orthe default delivering plant.

12. Ifacustomer-materialinformationrecordexistsforacustomerand

amaterial,thesedefaultvaluesarepreferredtothevaluesfromthe

customerorthematerialmasterwhenprocessingadocument(order

or delivery).

Answer: True

13. Theconditiontypesthatareusedforthecreationofconditionmaster

datarecordsinclude: prices,surcharges,discounts,freights,andtaxes.

Answer: prices,surcharges,discounts,freights,taxes

14. Namethreecharacteristicsofaconditionmasterdatarecord: validity

period, scale, calculation type.

Answer: validityperiod,scale, calculationtype

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LO150 Test Your Knowledge

15. You can define condition master data (condition records) to be

dependentonvariousdata(keyfieldsintheorder).

Answer: True

16. Pricinginasalesdocumentiscarriedoutvia:

Answer: A

17. Youcancalluptheincompletionlogbysavingthesalesdocument,

→

orEdit Incompletionlog(whileinsidethesalesdocument).

→

Answer: saving thesalesdocument,Edit Incompletionlog(while

inside the sales document)

18. The incompletion log functions are available in the sales order,

delivery and billing document.

Answer: False

Theincompletionlog functionsareavailableinthesalesorderand

the delivery order

19. In Customizing, youcan decide which fields should bepartof the

incompletion log.

Answer: True

20. Output is information that is sent to the customer using various

media, such as: mail, EDI, and Fax.

Answer: mail, EDI, Fax.

21. Intheoutputmasterdata,youdefinethetransmissionmedium,time,

and partner function.

Answer: transmissionmedium,time,partnerfunction

22. ThelayoutofanoutputisdefinedbyaforminSAPScript.

Answer: True

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Unit4: SalesandDistribution: MasterData LO150

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Unit 5

Sales and Distribution: Stock

Available

Unit Overview

This unit focuses on topics that are core and essential elements in the

executionofSalesandDistributiontransactions. Amongthetopicscovered

willbe: Functionscontrolledbythesalesdocument,salesdocumenttypes,

plantdetermination,deliveryscheduling,shippointdetermination,route

determination and collective processing.

Unit Objectives

Aftercompletingthisunit, youwillbe able to:

• Controlthe salesprocessesby choosingthecorrectsalesdocument

type

• Identifythefunctionscontrolledbythesalesdocument

• Determinehowthedeliveringplantisselected

• Determine how the shippoint is selected

• Determine how the route is selected

• Determine the delivery processing schedule dates and how they

affect inventory sourcing

• Collectively process deliveries

• Collectively process transfer orders

• Collectively process post goods issues

• Collectively process billing documents

Unit Contents

Sales Order Processing – Stock Available...................................215

Exercise 15: Sales Order Processing – Stock Available...................219

Inventory Sourcing: Stock Available..........................................222

Exercise 16: Inventory Sourcing — Stock Available........................233

Shipping — Stock Available ...................................................242

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Unit5: SalesandDistribution: StockAvailable LO150

Exercise 17: Shipping — Stock Available....................................249

Billing: Stock Available .........................................................259

Exercise 18: Billing — Stock Available.......................................263

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LO150 Lesson: Sales Order Processing – Stock Available

Lesson: Sales Order Processing – Stock Available

Lesson Overview

This lesson will discuss how the sales document type controls the

processingofasalesorderthroughtheSalesandDistributionprocessing

cycle.

Lesson Objectives

Aftercompleting this lesson, youwillbeable to:

• Controlthe salesprocessesby choosingthecorrectsalesdocument

type

• Identifythefunctionscontrolledbythesalesdocument

Business Example

Duringsalesorderprocessing, youwillhaverequirementsandrequests

from your customers that may deviate from the standard Sales and

Distributionprocesses. Inordertomanagethesecustomerrequests,you

willchoose thesalesdocumenttypethatbestsupportsyourprocessing

needs. Forexample,youhaveacustomerthatneedstheirorderdelivered

overnight. Youwillneedtoselectthesalesdocumenttypethatwillbest

handle this business requirement.

Sales Document Functions

Figure 66: Functions Controlled by the Sales Document

Whenasalesorderiscreated,certainfunctionsareexecutedautomatically

inthesalesorder. Thesefunctionswilldeterminehowthesalesorderis

processedinthe Salesand Distributionphases.

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Unit5: SalesandDistribution: StockAvailable LO150

Controlsettingsintheconfigurationofthesalesdocumenttypedetermine

what functions are executed.

Thefollowingareamongthefunctionscontrolledbythesalesdocument

type:

• DeliverySchedulingdeterminesleadtimesfordeliveryprocessing.

• Transferof requirements determines if the item requirements are

passed to Materials Management.

• Pricing indicates how a price should be determined for the sales

order item, if at all.

• SalesInformationSystemdictateshowthesalesinformationsystem

is updated with sales orderinformation.

• Outputcontrolsforthetype,timingandrecipientofcommunication.

• Textcontrolswhatandwheretextwillappearinasalesdocument.

• Availability Check determines how and where R/3 will look for

available materials.

Note: The control settings for the functions mentioned above

are foundatvariouslevelsofthesalesdocuments configuration

(header, lineitem, scheduleline). Thislistdoesnotcomprisethe

full set of controlsettings within a sales document. The control

settings are accessed in Customizing.

Sales Document Types

Figure 67: Sales Document Types

TheR/3Systemprovidesyouwithanumberofsalesdocumenttypesthat

supportfrequentlyoccurring businessscenarios:

Standard Order

Usedinnormalsalesorderprocessing. Adeliveryandinvoicearethe

follow-up processing activities.

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LO150 Lesson: Sales Order Processing – Stock Available

Rush Order

Usedwhenstandarddeliverytimeswillbeignored. Thedeliveryis

createdautomaticallywhentheorderissaved.

Cash Sales

Usedwhenthecustomerispayingfortheorderwithcash. Adelivery

andoutputtypeRD03arecreatedwhentheorderissaved.

Delivery Free of Charge

Used when the customer will not be charged for the items on the

order.

Returns

Usedwhenmaterialsaretobereturnedbythecustomer. Areturns

delivery and credit memo will follow.

Consignment Fill-Up

Used to initiate the consignment process. Consignment activities

and documents will follow.

Credit Request

Usedtoinitiatethecreditprocess. Nodeliverywillfollow. Acredit

memo will result during billing.

Debit Request

Usedto initiatethedebitprocess. Nodeliverywillfollow. Adebit

memo will result during billing.

Contract

Used to manage long-term fixed-condition agreements with the

customer. Willbereferencedbya"calloff"order.

Note: This is not a complete list of allthe sales document types

provided in the standard R/3 system.

YoucanusethesedocumenttypeswithoutmakinganychangestotheR/3

deliveredversions,ortheycanusedasreferencedocumentswhenyouare

creating yourownordertypesinCustomizing.

The sales document type controls the choice of documents that will be

usedinthefollow-updelivery(deliverytype)andbillingprocesses(billing

type). This is determined in Customizing.

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Unit5: SalesandDistribution: StockAvailable LO150

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LO150 Lesson: Sales Order Processing – Stock Available

Exercise 15: Sales Order Processing –

Stock Available

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Selecttheappropriatesalesdocumentforyourbusinessrequirement.

Business Example

Duringsalesorderprocessing, youwillhaverequirementsandrequests

fromyourcustomersthatdeviatefromthestandardSalesandDistribution

processes. Inorderto managethesecustomerrequests, youwillchoose

the sales document type that best supports yourprocessing needs. For

example,yourorganizationisparticipatinginatradefair. Whencreating

orders fortrade faircustomers, select the salesdocumenttype that will

best handle this business requirement.

Task Select the Correct Sales Order Type

Youareenteringanorderformaterialsthatweresoldattradefairinwhich

your company participated.

1. Enter a trade fair sales order for the following customer purchase

order.

Purchase Order

Customer: T-s50B##

Purchase order number: 6-111–##

Requireddeliverydate: 9daysfrom today

Material

T-AS1##

Quantity 7

T-AS2##

Quantity 8

Hint: Select the TradeFair##orderby using the F4 help in

the Sales document type field.

Savetheorderandrecordthedocumentnumber.

__________________

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Purchase Order
Customer: T-s50B## Purchase order number: 6-111–## Requireddeliverydate: 9daysfrom today Material T-AS1## Quantity 7 T-AS2## Quantity 8

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Unit5: SalesandDistribution: StockAvailable LO150

Solution 15: Sales Order Processing –

Stock Available

Task Select the Correct Sales Order Type

Youareenteringanorderformaterialsthatweresoldattradefairinwhich

your company participated.

1. Enter a trade fair sales order for the following customer purchase

order.

Purchase Order

Customer: T-s50B##

Purchase order number: 6-111–##

Requireddeliverydate: 9daysfromtoday

Material

T-AS1##

Quantity 7

T-AS2##

Quantity 8

Hint: Select the TradeFair##order by using the F4 help in

the Sales document type field.

Savetheorderandrecordthedocumentnumber.

__________________

→ → → →

a) Logistics SalesandDistribution Sales Order Create.

b) Select order type ZA##.

c) Enterthedatayoureceivedonthecustomer’spurchaseorder.

d) ChooseSave. Thedocumentnumberisassignedbythesystem.

220

Purchase Order
Customer: T-s50B## Purchase order number: 6-111–## Requireddeliverydate: 9daysfromtoday Material T-AS1## Quantity 7 T-AS2## Quantity 8

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LO150 Lesson: Sales Order Processing – Stock Available

Lesson Summary

You should now be able to:

• Controlthe salesprocessesby choosingthecorrectsalesdocument

type

• Identifythefunctionscontrolledbythesalesdocument

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Unit5: SalesandDistribution: StockAvailable LO150

Lesson: Inventory Sourcing: Stock Available

Lesson Overview

During sales order processing, there are various master data and

configuration elements that are read to determine default inputs in the

salesorder. Thesedefaultinputsaffecttheordersinventorysourcingand

deliveryscheduling. Thisunitwillidentifyandexplaintheelementsthat

arecentraltotheinventorysourcinganddeliveryschedulingprocess.

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

• Determinehowthedeliveringplantisselected

• Determine how the shippoint is selected

• Determine how the route is selected

• Determine the delivery processing schedule dates and how they

affect inventory sourcing

Business Example

Whilecreatingasalesorder,yourcustomerrequeststhatmaterialsareto

besourcedoutofaspecificplant. Youneedtounderstandhowplantsare

determined inthesystemand understand howswitchingtheplantwill

affectthedeliverydate,theshippingpointandtheroute.

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LO150 Lesson: Inventory Sourcing: Stock Available

Plant Determination

Figure 68: Determining the Delivering Plant Automatically

The plant is a main organizational element in Sales and Distribution

and Logistics processing. In a sales order, the plant is identified as the

"delivering plant."

Duringsalesorderprocessing,theR/3Systemwillattempttodetermine

the relevant delivering plant for each item in the order automatically

using a search routine that checks master data records to determine

the appropriate plant. Once the plant is determined, it can be changed

manually if desired.

R/3willdeterminetheplantinaccordancetofollowingsearchstrategy:

1. R/3willlooktoseeifaplanthasbeenmaintainedinthecustomer

material information record (If no customer/materialinformation

recordexistsforanitem, itskipstothenextsearchstep). Ifitfinds

aplanthere,itwillstopandentertheplantinthesalesorderasthe

delivering plantforthelineitem. Ifno plantwasidentified inthis

record, R/3willcontinueto thesecond step.

2. R/3willchecktoseeifaplanthasbeenmaintainedinthecustomer

masterof theship-to party (inthe Salesarea data, shipping view).

If a plant is maintained, R/3 will stop searching. If no plant was

maintained,R/3willcontinuewiththethirdstepinthesearch.

3. R/3willlookforaplantinthematerialmaster(Sales: SalesOrg. Data

1 view).

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Unit5: SalesandDistribution: StockAvailable LO150

If none of the search steps are successful, no delivering plant will be

determinedforthesalesdocumentitem. Thedeliveringplantfieldinthe

item willthenneed to be determined manually.

Note: Asarule,anitemintheordercannotbeprocessedfurther

without a plant. Without a plant for example, there can be no

automatic determining of the shipping point, route, taxes or

availability check. Furtherprocessing of the outbound delivery

would not be allowed.

Shipping Point Determination

Figure 69: Shipping Point

The shipping point is the organizational unit in the R/3 System that is

responsible for shipping processing.

Tobeabletodetermineacustomerdeliverydateforamaterialordered,the

systemwilltakeintoaccountthetimenecessarytocarryoutthevarious

activitiesinshippingandtransportationattheassignedshippingpoint.

Foreachshippingpoint,youcanspecifythetimesthatwillbeallocated

for preparing and loading goods.

The shipping point is normally determined for each item in the sales

document.

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LO150 Lesson: Inventory Sourcing: Stock Available

Figure 70: Determining the Shipping Point Automatically

Thesystem triesto determine ashipping pointforevery lineitem to be

delivered.

R/3usesthreeseparatedataelementsassearchkeysfordeterminingthe

shipping point automatically.

• Theshippingconditionofthesold-topartycustomermasterrecord

(Sales Area Data, view: Shipping)

• Theloadinggroupinthematerialmaster(Sales: General/PlantData

View)

• The delivering plant in the sales order line item (see plant

determination)

The automatic default value can be changed manually if you desire a

different shipping point.

Note: Theshippingconditionsinthecustomermasterareusedto

defineacustomer’sdeliveryrequirements.

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Unit5: SalesandDistribution: StockAvailable LO150

Route Determination

Figure 71: Route

A route is the transportation path of an outbound delivery from the

delivering plant to the ship-to party.

A route can consist of one or more legs and has a beginning point and

an end point.

Youcanusetheroutetodefinetheactualtransittime(theperiodoftimein

whichthegoodsarebeingtransported)andtheleadtimefortransportation

planning(theperiodoftimeneededtoarrangeforcarriers,etc.).

Therouteisnormallydeterminedforeachlineiteminthesalesdocument.

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LO150 Lesson: Inventory Sourcing: Stock Available

Figure 72: Determining the Route Automatically

R/3willattemptodeterminearouteforeveryitemtobedelivered.

R/3 uses four data elements as search keys for determining the route

automatically. Thesedataelementsarenormallydefinedinmasterrecords

and in Customizing.

• The departure transportation zone found in Customizing for the

shipping point definition

• Theshippingconditionfoundinthecustomermasterofthesold-to

party (Sales Area Data; Shipping view)

• The transportation group found in the material master (Sales:

General/Plant Data View )

• The destination transportation zone found in the ship-to party

masterdatarecord(GeneralData; Addressview)

Note: The automaticallydefaulted route canbe redetermined at

delivery processing time. The route determination would also

considerthe weight of the delivery items.

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Unit5: SalesandDistribution: StockAvailable LO150

Transportation Scheduling

Figure 73: Transportation Lead Times

Whendeterminingadeliverydate, R/3willtakeinto accountthetimes

requiredtodeliverthegoodsviathedeterminedroutetothecustomer.

The transportation planning includes:

• Transittime: timerequiredtotransportthegoodstothecustomer

• Transportation lead time: time needed to plan and set up the

transportation requirements for the route

ThetransportationleadtimesaresetupinCustomizing.

Delivery Scheduling

Figure 74: Delivery Scheduling in the Sales Order

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LO150 Lesson: Inventory Sourcing: Stock Available

Duringsalesorderprocessing,deliveryandtransportationschedulingis

carriedoutinordertodeterminethedateatwhichthegoodswillarriveto

the customer (confirmed delivery date).

Deliveryschedulingconsidersthefollowingdates:

• Orderdate: Dateonwhichtheorderwasplaced

• Materialavailabilitydate: Dateonwhichsufficientgoodsmustbe

available for picking to begin

• Transportation Planning Date: Date on which the transportation

planningmustbegin(forexample,callthetruckingcompanyinorder

to have atruck availableto begin loading)

• Loading date: Date on which picking and packing should be

completed(andthemodeoftransportshouldbethere),inorderfor

loading to begin on time

• Goodsissuedate: thedateonwhichthegoodsmustphysicallyleave

thedeliveringplantinordertoarriveatthecustomerontime

• Deliverydate: Dateatwhichthegoodsarriveatthecustomer

– Requesteddeliverydate: Dateonwhichthecustomerrequested

to receive his goods

– Confirmeddeliverydate: Dateonwhichthearrivalofthegoods

at the customeris confirmed by R/3.

Note: Thedeliveryscheduledatescanbeviewedintheschedule

line details.

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Unit5: SalesandDistribution: StockAvailable LO150

Backward Scheduling

Figure 75: Backward Scheduling in the Sales Order

The objective of delivery and transportation scheduling is to confirm a

deliverydateforthematerialrequestedbythecustomer,whileconsidering

theleadtimeforprocessingandtheavailabilityofmaterials.

In backward scheduling, the material availability date and the

transportation planning date are calculated by subtracting the various

delivery processing lead times from the customer’s requested delivery

date. Inordertomeetthecustomer’srequesteddeliverydate, shipping

processing must begin on the earlier of the two dates (this date will

becometheselectiondateusedduringthecreationoftheoftheoutbound

delivery document).

Ifafterconsideringtherequiredleadtimes,thematerialavailabilitydate

andthetransportationplanningdatearedeterminedbyR/3tobeafterthe

ordercreationdate,thenaschedulelinefortheitemwillbeconfirmedfor

the customer’s requested delivery date.

IfR/3determinesthateitherofthetwodatesfallsbeforetheorderdate,

then no schedule line will be confirmed for the customer’s requested

deliverydate. R/3willthentrytoconfirmthedeliverydateusingforward

scheduling.

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LO150 Lesson: Inventory Sourcing: Stock Available

Forward Scheduling

Figure 76: Forward Scheduling in the Sales Order

If the result of backward scheduling determines that the delivery date

requested by the customer cannot be confirmed, R/3 executes forward

scheduling.

In forward scheduling, R/3 will seek to find the earliest material

availabilitydatefortherequiredmaterial. Thisdatewillbethenewstart

pointfromwhichthenewdeliveryschedulingiscarriedout.

When executing forward scheduling, R/3 will take into consideration

the lead times for transportation planning and picking/packing. The

longerofthetwotimes,willbeusedintheforwardscheduling. R/3will

continuetoplantherestofthescheduleleadtimedatesuntilitconfirmsa

new schedule line forthe sales document item. Theselectiondate used

for creating the subsequent delivery will be either the new material

availabilitydateorthetransportationplanningdate,dependingonwhich

has the longer lead time.

Inthecaseofforwardscheduling,twoschedulelineswillbecreatedfor

the sales order line item.

• The date of the first schedule line corresponds to the customer’s

requesteddeliverydateandwillshownoconfirmedquantity.

• Thedateofthesecondschedulelineshowstheconfirmeddelivery

dateresultingfromtheforward scheduling.

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Unit5: SalesandDistribution: StockAvailable LO150

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LO150 Lesson: Inventory Sourcing: Stock Available

Exercise 16: Inventory Sourcing — Stock

Available

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Locateinformationinthe sales orderthat isused to determine the

selection of the plant, shipping point, route and the shipping and

transportation processing schedule

Business Example

While creating a sales order, your customer indicates that one of the

itemsontheorderistobeshippedtoasecondarylocation. Youneedto

understand how to change the ship-to party and understand how this

changewillaffectthedeterminationofplants,shippingpointsandroutes.

Task 1 Find the delivering plants, shipping points and

routes for the sales order line items.

Locatetheplant,shippingpointsandroutesinyoursalesorder.

1. Display the order created in the previous lesson (purchase order

6–111–##). Whichdeliveringplantshavebeendeterminedforthetwo

items? _______________________________

Hint: Inthesalesdocumentyoucanviewthedeliveringplant,

theshippingpointandtherouteintheShippingscreenforthe

corresponding document item.

2. Whichshippingpointshavebeendeterminedforthetwoitems?

______________

3. Whichrouteshavebeendeterminedforthetwoitems?

_____________________________

Task 2 Plant determination in the sales order

Aplantisrequiredtosourceinventoryforasalesorder. Determinehow

R/3defaultedaplantinthelineitemsofyoursalesorder.

1. Fromwhichmasterrecorddidthedeliveringplantinitem10come

from?

_________________

Continued on next page

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Unit5: SalesandDistribution: StockAvailable LO150

Task 3 Shipping point determination in the sales order

1. What values are used for automatically determining the shipping

point for item 10?

_______________________________________________

2. Exit the sales order.

Task 4 Shipping processes scheduling

1. Enter a standard order (OR) for the following customer purchase

order:

Note: Thecustomerhasrequestedaseparatedeliveryaddress

anddeliverydatesforeachlineitem(changethedefaultship

to partner forthe second line item).

Header Data

Field Value

Customer number: T-S50A#

Purchaseordernumber: 6–412–##

Item 10 Data

Field Value

Requesteddeliverydate: In ten days

Material: T-AS1##

Quantity: 5

Ship-to party: T-S50A##

Item 20 Data

Field Value

Requesteddeliverydate: today

Material: T-AS3##

Quantity: 1

Ship-to party: T-S50B##

Savetheorderandrecordthedocumentnumber.

______________

Continued on next page

234

Field	Value
Customer number:	T-S50A#
Purchaseordernumber:	6–412–##

Field	Value
Requesteddeliverydate:	In ten days
Material:	T-AS1##
Quantity:	5
Ship-to party:	T-S50A##

Field	Value
Requesteddeliverydate:	today
Material:	T-AS3##
Quantity:	1
Ship-to party:	T-S50B##

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LO150 Lesson: Inventory Sourcing: Stock Available

2. Display your salesorder (PO 6–412–##).

Determinetheshippingactivitydatesforitem10.

Shipping Activity Dates

Delivery date

Goods issue date

Loading date

Material availability date

Transportationplanningdate

3. On what date must the responsible shipping point start shipping

processingforitem10inorderforthegoodstoarriveatthecustomer

on time.

______________________________________

4. What is your loading date forthe item?

_____________________________________

Task 5 Create an outbound delivery with stock

available

Create a delivery foryour last saved sales order. If youcannot find the

order, perform a search for the order by the purchase order number,

6–412–##. Donotsavethedeliveryinthisexercise.

1. GototheCreateDeliverywithOrderReferencescreen.

2. Enter the shipping point responsible for your orders delivery.

(20##)Entertoday’sdateastheselectiondate. Restricttheselection

to the first item in the sales document (From item 10, To item

10). Attempt to create the delivery. Can you deliver the order?

Why?___________________________________________

3. Attempt to create the delivery again with the same Item number

restrictedselection. Usethematerialavailabilitydateoftheitemfrom

thesalesorderastheselectiondate. Canyoucreatethedeliverythe

order item? Why?

_____________________________________________

4.

Caution: ExittheDeliverywithoutsaving.

235

Shipping Activity	Dates
Delivery date
Goods issue date
Loading date
Material availability date
Transportationplanningdate

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Unit5: SalesandDistribution: StockAvailable LO150

Solution 16: Inventory Sourcing — Stock

Available

Task 1 Find the delivering plants, shipping points and

routes for the sales order line items.

Locatetheplant,shippingpointsandroutesinyoursalesorder.

1. Display the order created in the previous lesson (purchase order

6–111–##). Whichdeliveringplantshavebeendeterminedforthetwo

items? _______________________________

Hint: Inthesalesdocumentyoucanviewthedeliveringplant,

theshippingpointandtherouteintheShippingscreenforthe

corresponding document item.

→ → → →

a) Logistics SalesandDistribution Sales Order Display.

b) FromtheSalesoverviewscreen,chooseShipping.

Item Plant

Item 10: 1000

Item 20: 1000

2. Whichshippingpointshavebeendeterminedforthetwoitems?

______________

a) FromwithintheSaleorderoverviewscreen,chooseShipping.

Item Shipping Point

Item 10: Z0##

Item 20: Z0##

3. Whichrouteshavebeendeterminedforthetwoitems?

_____________________________

a) FromwithintheSaleorderoverviewscreen,chooseShipping.

Item Route

Item 10: R00030

Item 20: R00030

Continued on next page

236

Item	Plant
Item 10:	1000
Item 20:	1000

Item	Shipping Point
Item 10:	Z0##
Item 20:	Z0##

Item	Route
Item 10:	R00030
Item 20:	R00030

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LO150 Lesson: Inventory Sourcing: Stock Available

Task 2 Plant determination in the sales order

Aplantisrequiredtosourceinventoryforasalesorder. Determinehow

R/3defaultedaplantinthelineitemsofyoursalesorder.

1. Fromwhichmasterrecorddidthedeliveringplantinitem10come

from?

_________________

a) The delivery plant for item 10 was sourced from the master

record of the ship-to party.

Task 3 Shipping point determination in the sales order

1. What values are used for automatically determining the shipping

point for item 10?

_______________________________________________

Field Value

Delivering Plant 1000

Shipping condition (from the 50+group number

customer master)

Loading group 0003

b) The delivering plant is based on plant determination or a

manualoverrideof the sales orderitem.

Theshippingconditioncomesfromthecustomermasterrecord

ofthesold-toparty. Itcanbeviewedinthesalesdocumenton

theShippingoverviewscreeninthedocumentheader.

Theloadinggroupcomesfromthematerialmasterrecord. This

canbe viewed on theSales: General/Plantscreen. The loading

groupisnotdisplayedinthesalesdocument.

2. Exit the sales order.

Task 4 Shipping processes scheduling

1. Enter a standard order (OR) for the following customer purchase

order:

Note: Thecustomerhasrequestedaseparatedeliveryaddress

anddeliverydatesforeachlineitem(changethedefaultship

to partner forthe second line item).

Continued on next page

237

Field	Value
Delivering Plant	1000
Shipping condition (from the customer master)	50+group number
Loading group	0003