LO150_EN_Col14_FT_Part_A4 (第9页) | ERP软件技术分享

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LO150 Lesson: Shipping: Stock Shortage

Solution 21: Shipping: Stock Shortage

Task 1 Identify the customer delivery agreement in the

sales order

1. DisplaythesalesorderforcustomerP.O.7–411–##anddetermineif

thecustomerwillallowyoutopartiallydeliverythisorder.

Whattypeofdeliveryagreementcanbeviewedintheheaderofthe

sales order?

Hint: Lookintheheadershippingdetails.

→ → → →

Logistics Salesanddistribution Sales Order Display

a) Search for P.O. with F4

b) ChooseDisplaydoc. headerdetails,thentheShippingtab.

c) TheCompletedlv. fieldisnotselected. Thismeansthatlineitem

quantitiescouldbedeliveredinpartialamounts.

2. From what master data record was the complete delivery indicator

proposed?

a) TheindicatorforCompletedeliveryintheorderheaderisproposed

fromthecustomermaster: SalesAreaData,Shippingview.

3. Isitpossibletodistributepartialquantitiesacrossseveraldeliveries,

ifthefieldCompletedeliveryisnotmarkedintheorderheader?

a) Yes. Itemscouldbesplitupintoseparatedeliveries. However,

anindicatorcouldbesetattheitemlevelwhichwoulddisallow

partial deliveries.

4. What agreements referring to partial deliveries exist foritem 10of

the order?

Hint: Checktheshippingdetailsattheitemlevel.

a) SelecttheItem,thenchoosetheItemDetailsIcon,shippingtab.

b) None exist. Partial deliveries allowed is entered in the

Part.deliv./Itemfieldforitem10ontheShippingpage. Thismeans

that partial deliveries are allowed.

Continued on next page

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Unit6: SalesandDistribution: StockShortage LO150

5. FromwhatmasterdatarecordisthePart.deliv./itemfieldproposed?

a) TheproposalforthePart.deliv./itemfieldintheorderitemcomes

fromthe customermaster. Ifacustomer-materialinformation

record existed for the customer and the material, and the

proposal here is different than the customer master, then

customerinformationrecorddeliveryagreementhaspriority.

6. SwitchthetransactionfromOrderDisplaytoOrderChange.

a) Fromwithintheorder, gotothemainmenuandchooseOrder

→

change.

7. Setthedeliveryindicatorin the line itemto allowonly a complete

delivery (indicator-C).

a) Selectthelineitem. ChooseItemdetailsfrom thelowerpartof

yourscreen. SelecttheShippingtab. Setthecompleteindicator

for the Item.

8. Save the order.

Task 2 Create a delivery with a stock shortage

Testthesystem’sabilitytorecognizedeliveryagreementsinthesalesorder

during shipping processing.

1. Create the outbound delivery for customer P.O. 7-411–##. Set the

selectiondate20daysintothefuture. Useshippingpoint1400.

→ → →

a) Logistics Salesanddistribution Shippingandtransportation

→ → →

OutboundDelivery Create SingleDocument WithReference

to Sales Order.

2. In thedeliverydocument, change the deliveryquantityto10units

fromthe25unitsthatarescheduledtodeliver.

a) ChangethequantityintheDeliveryquantityfieldatthelineitem

level.

3. Does R/3notice the change of quantity?

a) Youwillreceiveawarninginthestatusbarnotingthecustomer

delivery agreement.

4. Save the delivery with the short delivery quantity. Record the

delivery number.

Hint: Thisisasoftwarning,continuetohitEntertosave.

Continued on next page

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LO150 Lesson: Shipping: Stock Shortage

Task 3 Create a transfer order for a delivery with stock

shortages

Pick the delivery that now has shortages.

1. Createatransferorderforthedelivery. Selectwarehousenumber014.

→ → →

a) Logistics SalesandDistribution ShippingandTransportation

→ →

Picking CreateTransferOrder SingleDocument.

2. Whatisthepickquantityinthetransferorder?

a) Thepickingquantityofthedelivery is10.

3. Savethetransferorderandrecordthedocumentnumber.

a) Thedocumentnumberisassignedbythesystem.

Task 4 Post goods issue a delivery with stock

shortages

Postthegoodsissueforthedeliverythatwaspickedshort.

1. Post goodsissue fortheoutbound delivery.

→ → →

a) Logistics Salesanddistribution ShippingandTransportation

→ →

Outbounddelivery Change Singledocument.

b) Choose Post Goods Issue.

2. Checkthe documentflowforthe salesorder.

→ → →

a) Logistics Salesanddistribution SalesOrder Change.

→

b) Choose Environment Document Flow.

3. What is statusof the orderand delivery?

a) Being Processed

4. DisplaytheStatusOverviewofthesalesdocument

a) Select Status Overview.

5. Whatisthestatusofdeliverystatusofthelineitem?

a) Partially Delivered

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Unit6: SalesandDistribution: StockShortage LO150

Lesson Summary

You should now be able to:

• Processdeliverieswithpartialdeliveryquantities

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LO150 Lesson: Billing Process: Stock Shortage

Lesson: Billing Process: Stock Shortage

Lesson Overview

Thislessonwillcoverhowthebillingdocumentisprocessedintheevent

thatadeliveryisshippedwithinsufficientstocktocoverthesalesorder

requirement.

Lesson Objectives

Aftercompleting this lesson, youwillbeable to:

• Createaninvoiceforadeliverythatisshorttherequiredquantities

specified by the order item

Business Example

Whileprocessingyourdelivery,aninsufficientamountofstockwasfound

tocovertherequirementofyourcustomer’ssalesorder. Thecustomerwas

made aware of the situation, and instructed you to shipas much of the

materialaspossibleandtobillthemfortheamountthatwasdelivered.

Billing Partial Deliveries

Figure 104: Billing Items That Are Short Stock in the Delivery

WhenabillingdocumentiscreatedinSales and Distribution, reference

ismadetoasourcedocument. Dependingonthematerialandthesales

documentlineitemcategory,eitherthesalesorderorthedeliverywillbe

the referenced document for the item.

In the case of items that are delivered, the delivery is normally the

referencedocument. Inthecaseofaserviceitem,theorderisusuallythe

referencing document.

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Unit6: SalesandDistribution: StockShortage LO150

Whenthereferenceismade,R/3willcontrolwhatinformationiscopied

from the source (referenced) document to the target (being created)

document,includingthebillingquantities. Inthecaseofadelivery-related

item,thequantitydeliveredwillbecopiedfromthedeliverytothebilling

document.

Ifashortageexistedinadeliveryandthedeliverywaspostgoodsissued

with the shortage, then only the quantity that was actually post goods

issued(delivered),willbecopiedontothebillingdocument.

Note: Itispossibletohaveamaterialthatisdelivered,havebilling

basedontheorderquantity,notthedeliveredquantity. Theseare

options controlled in Customizing.

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LO150 Lesson: Billing Process: Stock Shortage

Exercise 22: Billing: Stock Shortage

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Createabillingdocumentinastockshortagescenario

• Explainhowthebillingquantityisdetermined

Business Example

Whileprocessingyourdelivery,aninsufficientamountofstockwasfound

tocovertherequirementofyourcustomer’sdelivery. Thecustomerwas

made aware of the situation, and instructed you to shipas much of the

materialaspossibleandtobillthemfortheamountthatwasdelivered.

Task Invoice the Partial Delivery

Createabillingdocumentwithapartialdelivery.

1. Create a billing document for the delivery that was partially

delivered. (Reference P.O. 7–411–##)

2. What is the billing quantity?

Caution: __________

3. Wasthebillingitemdelivery-orbilling-related?

__________

4. Savethebillingdocumentandrecordthenumber.

_________________________

5. Display your billing document and check the status of your

documents in the Document Flow. What is the overall processing

statusofthesalesorder,thedeliveryandthebillingdocument?

6. Whyis the salesorderstillbeingprocessed?

_________________________

7. Recordthesalesordernumberinthedocumentflow.

_________________________

8. Returntothesalesorderandcompletetheopenitemsbyenteringa

rejection reason for the line Item.

Continued on next page

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Unit6: SalesandDistribution: StockShortage LO150

9. SavetheorderandcheckitsOverallprocessingstatusinthedocument

flow.

_______________________________

→

Hint: AftersavingtheordergotoSalesDocument Display.

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LO150 Lesson: Billing Process: Stock Shortage

Solution 22: Billing: Stock Shortage

Task Invoice the Partial Delivery

Createabillingdocumentwithapartialdelivery.

1. Create a billing document for the delivery that was partially

delivered. (Reference P.O. 7–411–##)

→ → →

a) Logistics Sales and distribution Billing Billing document

→

Create.

b) Choose Execute.

2. What is the billing quantity?

Caution: __________

a) 10

3. Wasthebillingitemdelivery-orbilling-related?

__________

a) Delivery-related

4. Savethebillingdocumentandrecordthenumber.

_________________________

a) Choose: save

5. Display your billing document and check the status of your

documents in the Document Flow. What is the overall processing

statusofthesalesorder,thedeliveryandthebillingdocument?

→ → →

a) Logistics Sales and distribution Billing Billing document

→ →

Display. ChooseEnvironment DocumentFlow.

Field Value

Sales Order Being Processed

Delivery Completed

Billing Document Completed

(invoice)

6. Whyis the salesorderstill beingprocessed?

Continued on next page

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Field	Value
Sales Order	Being Processed
Delivery	Completed
Billing Document (invoice)	Completed

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Unit6: SalesandDistribution: StockShortage LO150

_________________________

a) ThesalesorderOverallprocessingstatusisreflectingthepartial

order quantity that has yet to be delivered. According to the

customerdeliveryagreement,thecustomerwishedtohavethe

remainingopenquantitysentwhenitbecomesavailable.

7. Recordthesalesordernumberinthedocumentflow.

_________________________

→

a) Environment Document Flow.

8. Returntothesalesorderandcompletetheopenitemsbyenteringa

rejection reason for the line Item.

→ → → →

a) Logistics SalesandDistribution Sales Order Change

→ →

b) SelecttheopenitemsandchooseEdit FastChange Reason

For Rejection.

c) Enterthe reason: Delivery too late

9. SavetheorderandcheckitsOverallprocessingstatusinthedocument

flow.

_______________________________

→

Hint: AftersavingtheordergotoSalesDocument Display.

→

a) Environment Display Document Flow

b) Order status: Completed

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LO150 Lesson: Billing Process: Stock Shortage

Lesson Summary

You should now be able to:

• Createaninvoiceforadeliverythatisshorttherequiredquantities

specified by the order item

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Unit Summary LO150

Unit Summary

You should now be able to:

• Processsalesorderswheninsufficientstockisavailabletomeetthe

order requirements

• Determinetherequirementsfortheavailabilitycheck

• Selectoptionsprovidedintheavailabilitycontrolscreen

• Setcustomerdeliveryagreementsinthesalesorder

• Identifythescopeofcheckusedinanavailabilitycheck

• Determinetherequirementspassedtomaterialsmanagement

• Determinethematerialavailabilitydateinthegivencasestudies

• Determineifasalesorderitemisabackorderitem

• Processdeliverieswithpartialdeliveryquantities

• Createaninvoiceforadeliverythatisshorttherequiredquantities

specified by the order item

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LO150 Test Your Knowledge

Test Your Knowledge

1. Can the availability check be carried out in a plant other than the

default delivering plant proposal?

2. Howisthedeliveringplantdeterminedduringorderprocessing?

3. Whyisthecompletionofdeliveryschedulingaprerequisiteforthe

availability check in the sales order?

4. Whenisdeliveryschedulingcarriedoutaftertheavailabilitycheck?

5. Whyisthecompletionofdeliveryschedulingintheschedulelinea

prerequisitefortheavailabilitycheckinthesalesorder?

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TestYourKnowledge LO150

6. Ifasalesorderitemhasaschedulelinethatisconfirmedforadate

otherthanthecustomer’srequesteddeliverydate,isthatconfirmed

lineitemgoingtoshowasabackorderinR/3?

7. Whatarethetwooptionsforprocessingbackorders?

8. Whichfieldinthecustomermastercanbeusedasasortingcriteria

forrescheduling backorder processing?

9. Ifacustomerwasshippedapartialdeliveryandthenaskedforthe

remainingamounttobecancelled,howwouldyouupdatethesales

orderstatustoshowthatitisnowcomplete?

10. Deliveryagreementsinthesalesorderthatderivefrommasterdata

sourcescanbeoverriddenduringsalesorderprocessing.

Determinewhetherthisstatementistrueorfalse.

True

False

11. Whilepostinggoodsissueforadeliverywithshortages,youwillbe

warned if anycustomeragreements exist.

Determinewhetherthisstatementistrueorfalse.

True

False

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LO150 Test Your Knowledge

12. Howdoesthebillingdocumentknowiftheorderorifthedelivery

quantity should be billed for an item?

13. Explain the difference between order-related and delivery-related

items and how billing is affected.

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TestYourKnowledge LO150

Answers

1. Can the availability check be carried out in a plant other than the

default delivering plant proposal?

Answer: Yes. You have the option of overwriting the proposal

manually in the customer sales order. As part of the availability

check, you also have the option of checking and copying another

delivering plant into the order.

2. Howisthedeliveringplantdeterminedduringorderprocessing?

Answer: Duringorderentry,theplantisproposedbycheckingthe

master data in the following sequence:

1. Customer-material info

2. Customer master

3. Material master

3. Whyisthecompletionofdeliveryschedulingaprerequisiteforthe

availability check in the sales order?

Answer: Theavailabilitycheckisbasedonthematerialavailability

datewhichisdeterminedbythedeliveryschedule.

4. Whenisdeliveryschedulingcarriedoutaftertheavailabilitycheck?

Answer: Iftheitemcouldnotbeconfirmedfortherequireddelivery

date, then the system carries out forward scheduling after the

availabilitycheckdeterminesthematerialsavailabilitydate.

5. Whyisthecompletionofdeliveryschedulingintheschedulelinea

prerequisitefortheavailabilitycheckinthesalesorder?

Answer: The material availability date is determined by delivery

scheduling,andthisisthedateofthematerialrequirement.

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LO150 Test Your Knowledge

6. Ifasalesorderitemhasaschedulelinethatisconfirmedforadate

otherthanthecustomer’srequesteddeliverydate,isthatconfirmed

lineitemgoingtoshowasabackorderinR/3?

Answer: Aniteminasalesorderappearsonabackorderlistifthe

itemquantitydoesnothavecompletelyconfirmedscheduleline. An

iteminasalesorderwillalsobeonabackorderlistiftheconfirmed

deliverydateislaterthanthecustomer’srequesteddeliverydate. In

both cases, R/3 would look for an improved material availability

dateduringbackorderprocessing so thatthecustomer’srequested

deliverydateismet,orisclosertobeingmet.

7. Whatarethetwooptionsforprocessingbackorders?

Answer:

• Rescheduling(automaticbackorderprocessing)

• Manual backorder processing

8. Whichfieldinthecustomermastercanbeusedasasortingcriteria

forrescheduling backorderprocessing?

Answer: TheDeliveryPriorityIndicatorfield,foundintheSalesArea

Data, shipping view.

9. Ifacustomerwasshippedapartialdeliveryandthenaskedforthe

remainingamounttobecancelled,howwouldyouupdatethesales

orderstatustoshowthatitisnow complete?

Answer: Updatethesalesorderstatusby changingthequantityin

thesalesordertomatchthepartialdeliveredquantity.

You could also reject the remaining amount of open quantity on

thesalesorderlineitem, whichwould alsoshowacompleteorder

processing status.

10. Deliveryagreementsinthesalesorderthatderivefrommasterdata

sourcescanbeoverriddenduringsalesorderprocessing.

Answer: True

Youcanmanuallychangeacustomerdeliveryagreement,aswellas

add an agreement for an order.

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TestYourKnowledge LO150

11. Whilepostinggoodsissueforadeliverywithshortages,youwillbe

warned if anycustomeragreements exist.

Answer: True

R/3 will post a status warning alerting you to any delivery

agreements if you are violating one.

12. Howdoesthebillingdocumentknowiftheorderorifthedelivery

quantity should be billed for an item?

Answer: Controlsinthesalesdocumentitemcategorylevelidentify

this for each item.

13. Explain the difference between order-related and delivery-related

items and how billing is affected.

Answer: During order processing, the items entered into the sales

orderarecontrolled forthis through configuration of the line item

category.

Itemsthatareorder-relatedwillshowuponabillingdocumentasa

direct reference from the sales order.

Items that are delivery-related will be referenced onto a billing

documentwithinformation,suchasthequantitytobebilled,taken

from the delivery.

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Unit 7

Sales and Distribution: Make-to-Order

Unit Overview

ThisunitwillprovideanexplanationoftheItemCategoryTypeandhow

itisassignedinthesalesorder. Thelaterhalfoftheunitwilldiscussthe

processes of Assemble and Make-to-Order, to include the integration

pointsbetweenSalesandDistribution(SD),MaterialsManagement(MM),

ProductionPlanning(PP)andFinancialAccounting(FI).

Unit Objectives

Aftercompletingthisunit, youwillbe able to:

• Processaninquiry,quotationandasalesorder

• Createasalesorderwithreferencetoaquotation

• Determinetheuseandcontrolsassociatedwiththeitemcategorytype

• Identifytheitemcategorytypesofthesalesorderlineitems

• Determinehowtheitemcategoryofalineitemcanbeinfluencedby

the item category ofahigher-levelline item

• Explain the integrationbetween SD, MM and PPduringthe order

entry of an assemble to order material

• Pack items into the outbound delivery

Unit Contents

Pre-Sales — Make-to-Order...................................................336

Exercise 23: Pre-Sales–Make-to-Order......................................339

Sales Order Processing: Make to Order.....................................347

Exercise 24: Sales Order Processing– Make-to-Order....................351

Inventory Sourcing–Make-to-Order...........................................356

Exercise 25: Inventory Sourcing–Make-to-Order...........................361

Shipping Process – Make-to-Order...........................................369

Exercise 26: Shipping Process–Make-to-Order............................371

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Unit7: SalesandDistribution: Make-to-Order LO150

Lesson: Pre-Sales — Make-to-Order

Lesson Overview

Potentialcustomerscontactcompanieseverydaytorequestinformation

about the product(s) the company has to offer. In this lesson, you will

learnhowtocreatedocumentstosatisfy thecustomers’requests. These

documentsare: inquiry(IN),quotation(QT),andstandardorder(OR).

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

• Processaninquiry, quotationand asalesorder

Business Example

IDES, the case company you work for, receives a fax from a customer

inquiringaboutamotorcycle. Youneedtocreateaninquirybasedonthe

customer’srequest,createaquotewithreferencetotheinquiry,andcreate

asalesorderwithreferencetothequote. Toassistinthetrackingofthese

documentsyouwillusetheinformationsystemtocreateaninquirylist.

Figure 105: Sales Documents Used in Pre-sales Processing

You receiveinquiriesfrom customers asking, for example, aboutprices

or delivery times for certain goods.

Youofferyourcustomeraquotationforacertainmaterialwithinformation

about prices, delivery times, etc.

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LO150 Lesson: Pre-Sales — Make-to-Order

Figure 106: Creating Documents with Reference-Line Item Status

Whenyoucreateanewdocumentwithreferenceto anexistingone, the

status of the original document (header and item status) is updated.

How the status is updated depends on the customizing settings in the

Implementation Guide (IMG).

InthestandardSAPsystem,theinquiryitemstatusbecomescompletely

referenced assoon asthecustomerreceivesa quotationreferring to the

inquiryitem,regardlessofifthefullitemquantitywasreferencedornot.

Aquotationcanbeusedasareferencedocumentuntilyoureferencethe

fullamountof the quotationorthevalidity date has beenreached. You

can also create quotations and salesorders without having to reference

another document.

The item category in the IMG is what controls the completion rule for

the documents.

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Unit7: SalesandDistribution: Make-to-Order LO150

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LO150 Lesson: Pre-Sales — Make-to-Order

Exercise 23: Pre-Sales–Make-to-Order

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Describe pre-sales activities.

• Processaninquiry, quotationandasalesorder.

Business Example

IDES,the modelcompany youwork for, receivesafaxfrom acustomer

inquiryingaboutamotorcycle. Youareresponsibleforcreatinganinquiry

based on the customer’s request, creating a quote with reference to the

inquiry,andcreatingasalesorderwithreferencetothequote. Toassistin

thetrackingofthesedocuments, youwillusetheinformationsystemto

create an inquiry list.

Task

Create an inquiry for customer T-S50A##.

Note: CustomerFAX:WepurchasedaT-AS3##motorcyclefrom

you severalyears ago. We are now interested in buying 3 more

motorcycles. Couldyoupleasegiveuspricinginformation? Thank

you.

1. Create an inquiry.

Field Value

Document type IN Inquiry

Customer(Sold-to) T-S50A##

Valid From Today

Valid To 30days from today

Sales Area 1000/12/00

Material T-AS3##

Quantity 3 pcs

Hint: During inquiry creation, the Valid to field is entered

asaprocessingdeadline, andisalsousedlaterinquotation

processing.

Continued on next page

339

Field	Value
Document type	IN Inquiry
Customer(Sold-to)	T-S50A##
Valid From	Today
Valid To	30days from today
Sales Area	1000/12/00
Material	T-AS3##
Quantity	3 pcs

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Unit7: SalesandDistribution: Make-to-Order LO150

Savetheinquiryandrecordthedocumentnumber.

___________________________

2. Thenextday,youprocesstheinquiriesreceived. Beginbycreatinga

listofallinquiriesforcustomerT-S50A##thatneedtobeprocessed

by the end of the month.

Create a list of open inquires.

3. Record the inquiry number.

___________________________

4. Attherequestofthecustomer,createaquotationwithreferenceto

the inquiry.

__________________

As there iscurrently alotofdemand forthis motorcycle, youonly

wanttoofferthecustomer2motorcycles. Thequotationshouldbe

validfromtodayuntiltwomonthsfromtoday. Savethequotation

and record the document number.

5. Customer T-S50A##decides to order one of the motorcycles as a

result of the quotation.

Createanorderwithreferencetothequotation.

Field Value

Document type OR standard order

Customer(Sold-to) T-S50A##

Customer PO no. 8–131##

Requesteddeliverydate 10 days from today

Material T-AS3##

Quantity 1

Createthestandardorderandrecordthenumber. _______________

6. Determine the referencestatusfor the items in the inquiry and the

quotation from the previous exercises.

_____________________________

DisplaythereferencestatusfortheitemintheinquiryinDocument

Flow.

7. Displaythereferencestatusfortheiteminthequotation.

What is the status of the line item?

Continued on next page

340

Field	Value
Document type	OR standard order
Customer(Sold-to)	T-S50A##
Customer PO no.	8–131##
Requesteddeliverydate	10 days from today
Material	T-AS3##
Quantity	1

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LO150 Lesson: Pre-Sales — Make-to-Order

_________________________________________________

8. Questions on the pre-sales documents.

Namesomeofthedifferencesbetweenaninquiryandaquotation.

_____________________________________

9. True or False: An inquiry must be saved in the system before a

quotationcanbecreated. _______________

10. Does automatic pricin?g take place during entry of quotations or

inquiries? ____________________

11. Do you have the option of carrying out the availability check

in an inquiry or a quotation as you do in the sales order?

____________________

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Unit7: SalesandDistribution: Make-to-Order LO150

Solution 23: Pre-Sales–Make-to-Order

Task

Create an inquiry for customer T-S50A##.

Note: CustomerFAX:WepurchasedaT-AS3##motorcyclefrom

youseveral years ago. We are now interested in buying 3 more

motorcycles. Couldyoupleasegiveuspricinginformation? Thank

you.

1. Create an inquiry.

Field Value

Document type IN Inquiry

Customer(Sold-to) T-S50A##

Valid From Today

Valid To 30days from today

Sales Area 1000/12/00

Material T-AS3##

Quantity 3 pcs

Hint: During inquiry creation, the Valid to field is entered

asaprocessingdeadline,andisalsousedlaterinquotation

processing.

Savetheinquiryandrecordthedocumentnumber.

___________________________

→ → → →

a) Logistics Salesanddistribution Sales Inquiry Create.

b) Choose Save.

Thedocumentnumberisassignedbythesystem.

2. Thenextday,youprocesstheinquiriesreceived. Beginbycreatinga

listofallinquiriesforcustomerT-S50A##thatneedtobeprocessed

by the end of the month.

Create a list of open inquires.

→ → → →

a) Logistics SalesandDistribution Sales Informationsystem

→

Inquiries Inquiries list.

b) Sold-to party: T-S50A##

Continued on next page

342

Field	Value
Document type	IN Inquiry
Customer(Sold-to)	T-S50A##
Valid From	Today
Valid To	30days from today
Sales Area	1000/12/00
Material	T-AS3##
Quantity	3 pcs

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LO150 Lesson: Pre-Sales — Make-to-Order

3. Record the inquiry number.

___________________________

4. Attherequestofthecustomer, create aquotationwithreferenceto

the inquiry.

__________________

As there iscurrentlya lot ofdemandfor this motorcycle, you only

wanttoofferthecustomer2motorcycles. Thequotationshouldbe

validfromtodayuntiltwomonthsfromtoday. Savethequotation

and record the document number.

→ → → →

a) Logistics Salesanddistribution Sales Quotation Create.

Use QT type.

b) Choose Createwithreference pushbutton.

c) Enter the inquiry number.

d) Choose Selection list.

e) Change the open quantity to 2 pcs.

f) Choose Copy.

g) Add validity dates.

h) Choose Save.

Thedocumentnumberisassignedbythesystem.

5. Customer T-S50A##decides to order one of the motorcycles as a

result of the quotation.

Createanorderwithreferencetothequotation.

Field Value

Document type OR standard order

Customer(Sold-to) T-S50A##

Customer PO no. 8–131##

Requesteddeliverydate 10 days from today

Material T-AS3##

Quantity 1

Continued on next page

343

Field	Value
Document type	OR standard order
Customer(Sold-to)	T-S50A##
Customer PO no.	8–131##
Requesteddeliverydate	10 days from today
Material	T-AS3##
Quantity	1

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Unit7: SalesandDistribution: Make-to-Order LO150

Createthestandardorderandrecordthenumber. _______________

→ → → →

a) Logistics Salesanddistribution Sales Order Create.

b) Choose Create with reference.

c) Enter the quotation number.

d) Choose Selection list.

Change the open quantity to 1 pc.

e) Choose Copy.

f) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

6. Determine the referencestatusfor the items in the inquiry and the

quotation from the previous exercises.

_____________________________

DisplaythereferencestatusfortheitemintheinquiryinDocument

Flow.

→ → → →

a) Logistics Salesanddistribution Sales Inquiry Display.

Choose Display document flow.

setthecursorontheInquiry,ChooseStatusoverview

Expand item 10.

b) Reference status: referenced

Thereferencestatusforthe inquirystatesthatitisreferenced,

although only two of the three units have been copied into

the quotation. An inquiry is indicated as being completely

referenced in the standard system as soon as a quotation has

been created from the inquiry.

7. Displaythereferencestatusfortheiteminthequotation.

What is the status of the line item?

Continued on next page

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LO150 Lesson: Pre-Sales — Make-to-Order

_________________________________________________

→ → → →

a) Logistics Salesanddistribution Sales Quotation Display

→

Display.

b) Choose Display document flow.

c) SetthecursorontheQuotation,ChooseStatusoverview(icon)

d) Expand item 10.

Reference status: partially referenced

The reference status for the quotation is partially referenced.

Onlyapart(oneitem)ofthequotationquantity(two items)is

transferredintotheorder. Aquotationisindicatedaspartially

referencedinthestandardsystemuntilthefullamounthasbeen

transferred into the order.

8. Questions on the pre-sales documents.

Namesomeofthedifferencesbetweenaninquiryandaquotation.

_____________________________________

a) Inquiries are customer requests for information. Quotations

aremadetocustomers. Forinquiries, thevaliditydateisused

in the system as a processing deadline for an answer to the

inquiry. Quotations are legally binding during the customer

validity period.

9. True or False: An inquiry must be saved in the system before a

quotationcanbecreated. _______________

a) False. Quotationswithoutreferencecanalso becreatedforan

inquiry.

10. Does automatic pricin?g take place during entry of quotations or

inquiries? ____________________

a) Yes. Automaticpricingtakesplace(dependentonCustomizing)

duringinquiry andquotation creation.

11. Do you have the option of carrying out the availability check

in an inquiry or a quotation as you do in the sales order?

____________________

a) Yes. An availability check is carried out during inquiry and

quotation entry in the same way as during sales order entry

(dependent on Customizing).

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Unit7: SalesandDistribution: Make-to-Order LO150

Lesson Summary

You should now be able to:

• Processaninquiry, quotationand asalesorder

Related Information

• http://help.sap.com

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LO150 Lesson: Sales Order Processing: Make to Order

Lesson: Sales Order Processing: Make to Order

Lesson Overview

Byusinganitemcategory,thesystemcanprocessamaterialdifferentlyin

eachsalesdocumenttype,orevenwithinthesamesalesdocumenttype.

In this lesson, you will learn how item category is determined and the

additionalcontrolsitprovidesforthesalesdocument.

Lesson Objectives

Aftercompleting this lesson, youwillbeable to:

• Createasalesorderwithreferencetoaquotation

• Determinetheuseandcontrolsassociatedwiththeitemcategorytype

• Identifytheitemcategorytypesofthesalesorderlineitems

Business Example

Acustomercallsrequestinginformationaboutyourproduct. Youcreate

aninquirydocumenttype,butthisitem(product)isnottobedeliverable,

asthisdocumentisusedtosupplyinformationonly.

Another customer calls and places an order for the same product. You

createasalesorder;thistimetheitemisrelevantfordeliverybecausethe

customer asks to purchase the product.

Youwillcreateseveraldifferentdocumenttypesusingthesamematerial

tobetterunderstandthecontrolsthatanitemcategoryhastooffer.

Figure 107: Functions Controlled by the Item Category

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Unit7: SalesandDistribution: Make-to-Order LO150

Item categories provide additional control functions for the sales

documents.

TheItemcategorywillcontrolhowaniteminthesalesorderwillbehave

accordingtothecontrolsyoudefineintheImplementationGuide(IMG).

Byusinganitemcategory,thesystemcanprocessamaterialdifferentlyin

each sales document type.

The item category in the sales document is determined using the sales

documenttype,itemcategorygroup(frommaterialmaster),usage(ABAP

programs), theitemcategory ofahigherlevelitem, oracombinationof

these.

An itemcategory can influence, for example:

• Whetherthe systemruns automaticpricing

• Whetherthe item appears on an invoice

• Which fieldsare recorded intheincompletion logif they were not

entered in the order

• Which partnerfunctionsbelongto the item

• Which text types belong to the item

• Whetherthe item appears on a delivery

• Whetheryoucancreateschedulelinesfortheitem

Figure 108: Item Category Determination for a Standard Item

The item category for a normal item is determined using the sales

documenttypeandtheitemcategorygroupfromthematerialmaster.

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LO150 Lesson: Sales Order Processing: Make to Order

TheitemcategorygroupismaintainedinthematerialmasterontheSales:

Sales Org. Data 2 page.

Basedontheexampleinthegraphic,bothdocumentsareusingthesame

material,sotheonlyitemchangingisthedocumenttype.

Figure 109: Item Category Determination in the Standard Order

Theitemcategoryinthesalesdocumentisfoundusingthesalesdocument

typeandtheitemcategorygroupfromthematerialmaster.

TheitemcategorygroupismaintainedinthematerialmasterontheSales:

Sales Org. Data 2 page.

Basedontheexampleinthegraphic,onedocumenttypeisbeingusedfor

two differentmaterials. Onthefirstmaterial,anitemcategorygroupof

NORMisfound;forthesecondmaterial,anitemcategorygroupof0001

is found.

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Unit7: SalesandDistribution: Make-to-Order LO150

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LO150 Lesson: Sales Order Processing: Make to Order

Exercise 24: Sales Order Processing–

Make-to-Order

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Createasalesorderwithreferencetoaquotation

Business Example

Acustomercallsabout informationregardingyourproduct. Youcreate

aninquirydocumenttype,butthisitem(product)willnotbedeliverable

asthisdocumentisusedtosupplyinformationonly. Youcreateaquote

andreferencethequotewhenthecustomercallsandplacesanorderfor

the same product. You will create a sales order; this time, the item is

relevantfordeliverybecausethecustomerask to purchasetheproduct.

Itemcategoryfacilitateshavingtheproductbehavedifferentlyaccording

tothecontrolsyoudefineintheImplementationGuide(IMG).

Task

Createaninquirytoseewhatitemcategoryisbeingdetermined.

1. Create an inquiry.

Field Value

Document type IN Inquiry

Customer(Sold-to) T-S50A##

Valid From Today

Valid To 10days from today

Material T-AS1##

Quantity 2 pcs

Hint: During inquiry creation, the Valid to field is entered

as aprocessing deadlineandisalso used laterinquotation

processing.

Save the inquiry and record the document number.

__________________

2. Displaytheinquiry processedand recordwhich itemcategory has

been determined. ___________

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Field	Value
Document type	IN Inquiry
Customer(Sold-to)	T-S50A##
Valid From	Today
Valid To	10days from today
Material	T-AS1##
Quantity	2 pcs

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Unit7: SalesandDistribution: Make-to-Order LO150

3. Createaquotationwithreferencetotheinquiry.

Asthereiscurrentlyalotofdemandforthisproduct,youonlywant

toofferthecustomerone. Thequotationshouldbevalidfromtoday

until two months from today. Save the quotation and record the

document number. _______________

4. Displaythequoteprocessedandrecordwhichitemcategoryhasbeen

determined. _________________

5. Howwastheitemcategorydeterminedinthesedocuments?

_____________________________________

6. Can each item created in an order have a different item category?

________________

7. Canyousetaniteminanordersothatitisnotrelevantforbilling,

and an item in a sales order that is relevant for billing, depending

on the item category? ________

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LO150 Lesson: Sales Order Processing: Make to Order

Solution 24: Sales Order Processing–

Make-to-Order

Task

Createaninquirytoseewhatitemcategoryisbeingdetermined.

1. Create an inquiry.

Field Value

Document type IN Inquiry

Customer(Sold-to) T-S50A##

Valid From Today

Valid To 10days from today

Material T-AS1##

Quantity 2 pcs

Hint: During inquiry creation, the Valid to field is entered

as aprocessing deadlineandisalso used laterinquotation

processing.

Save the inquiry and record the document number.

__________________

→ → → →

a) Logistics Salesanddistribution Sales Inquiry Create.

b) Choose Save.

Thedocumentnumberisassignedbythesystem.

2. Displaytheinquiry processedand recordwhich itemcategory has

been determined. ___________

→ → → →

a) Logistics Salesanddistribution Sales Inquiry Display.

b) TheitemcategoryAFNfortheInquiryitemisontheOverview

Sales tab.

3. Createaquotationwithreferencetotheinquiry.

Continued on next page

353

Field	Value
Document type	IN Inquiry
Customer(Sold-to)	T-S50A##
Valid From	Today
Valid To	10days from today
Material	T-AS1##
Quantity	2 pcs

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Unit7: SalesandDistribution: Make-to-Order LO150

Asthereiscurrentlyalotofdemandforthisproduct,youonlywant

toofferthecustomerone. Thequotationshouldbevalidfromtoday

until two months from today. Save the quotation and record the

document number. _______________

→ → → →

a) Logistics Salesanddistribution Sales Quotation Create.

b) Choose Create with reference.

c) Enter the inquiry number

d) Choose Selection list.

e) Change the open quantity to 1 pcs.

f) Choose Copy.

g) Choose Save.

Thedocumentnumberisassignedbythesystem.

4. Displaythequoteprocessedandrecordwhichitemcategoryhasbeen

determined. _________________

→ → → →

a) Logistics Salesanddistribution Sales Quote Display.

b) TheitemcategoryAGNfortheQuoteitemisontheOverview

Sales tab.

5. Howwastheitemcategorydeterminedinthesedocuments?

_____________________________________

a) Thesalesdocumenttype(inquiry,quotation,standardorder,ect.)

and the item category group (from material master), usage

(ABAP programs), item category of higher level item, or a

combination of these.

6. Can each item created in an order have a different item category?

________________

a) Yes. Different items can be created in an order with different

item categories.

7. Canyousetaniteminanordersothatitisnotrelevantforbilling,

and an item in a sales order that is relevant for billing, depending

on the item category? ________

a) Yes. Billing relevance, pricing, delivery relevance and the

incompletion log, for example, can be set in Customizing,

dependent on item categories.

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LO150 Lesson: Sales Order Processing: Make to Order

Lesson Summary

You should now be able to:

• Createasalesorderwithreferencetoaquotation

• Determinetheuseandcontrolsassociatedwiththeitemcategorytype

• Identifytheitemcategorytypesofthesalesorderlineitems

Related Information

• http://help.sap.com

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Unit7: SalesandDistribution: Make-to-Order LO150

Lesson: Inventory Sourcing–Make-to-Order

Lesson Overview

In this lesson, you will create an assembly order for a specific material

requested on the sales document.

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

• Determinehowtheitemcategoryofalineitemcanbeinfluencedby

theitem categoryof ahigher-levelline item

• Explainthe integrationbetween SD, MMand PPduring the order

entry of an assemble to order material

Business Example

A customer places anorder withIDESfor amotorcycle gas tank that is

to be custom assembled. You will create a sales document to meet the

customer’srequirement. Aswithallcustomassemblyordersforgastanks

youwillsupplyracingstripesandassemblyinstructionsatnoadditional

charge.

Figure 110: Sales and Distribution Processing for an

Assemble/Make-to-Order Sales Order Item

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