SCM600_EN_Col81_FV_Part_A4 (第4页)

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SCM600 Lesson: Customer-Material Info Record

Task 4:

Create the outbound delivery.

1. Theoutbounddeliveryforthesalesordershouldalreadybemade. Createan

outbounddeliveryfor thepreviousstandardorder.

Hint: UsethetransactionLogistics→Salesand Distribution→

ShippingandTransportation→OutboundDelivery→Create→

SingleDocument→WithReferencetoSalesOrder. Tobeableto

entertheoutbounddeliveryatanearlierdate,settheselectiondate

20daysintothefuture. UseshippingpointZ0##.

Whyisitnotpossibletocreatetheoutbounddelivery?

_______________________________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→SingleDocument→WithReference

to Sales Order

You cannot create the outbound delivery because the order to be

deliveredisstillincompleteduetothemissingentriesforweight.

Task 5:

Change the material master record.

1. In themeantime, you have received the detailson the weight of the new

headlight. Changethematerialmasterrecordandentertheweight.

Gross weight: 1 KG

Net weight: 1 KG

Hint: YoucanentertheweightontheBasicData1tabpage.

a) Logistics→SalesandDistribution→MasterData →Products→

Material →Trading Goods →Change

You can maintain the weight on the Basic Data 1 or on the Sales:

General/PlantDatatabpage. (Theweightdataisindependentofthe

organizational units.)

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

Task 6:

Change the incomplete order.

1. Werethereanychangesinthepreviouslyenteredsalesordercontainingthe

newheadlightafteryouchangedtheweightinthematerialmasterrecord?

_________________________________________________________

a) Whenthematerialmasterrecordismodified,therewillbenochanges

to the sales order that has already been entered in the system. The

changesinthematerialmasterrecordonlybecomeeffectiveinorders

that are entered afterwards.

2. Youneedtoentertheweightintheincompleteordertocarryouttheshipping

activitiesafterwards. Changetheincompletestandardorderandenterthe

weight for theitem containing the headlight.

Gross weight: 10 KG

Net weight: 10 KG

Hint: Youcanfindthefieldsforthegrossandthenetweightinthe

item detail on the Shipping tab page.

a) Logistics→SalesandDistribution→Sales→Order→Change

ChooseDisplayitemdetailsandtheShippingtabpage.

Task 7:

Try to create the outbound delivery again.

1. Theoutbounddeliveryforthesalesordershouldalreadybemade. Createan

outbounddeliveryfor thepreviousstandardorder.

Hint: Tobeabletoentertheoutbounddeliveryatanearlierdate,set

theselectiondate20daysintothefuture. UseshippingpointZ0##.

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→SingleDocument→WithReference

to Sales Order

Theoutbounddeliverycanbecreatedbecausetheordertobedelivered

is now complete.

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SCM600 Lesson: Customer-Material Info Record

2. Checkwhetherthematerialsalestext,whichismaintainedinthematerial

master record, also appearsinthedeliveryitem.

Hint: Youcanfindthetextsforthedeliveryitemintheitemdetail

on the Texts tab page.

a) ChooseDisplayitemdetailsandtheTextstabpage.

Firstofall,thetextwascopiedfromthematerialmasterintothesales

order. Then it was copied from the sales order into the outbound

delivery.

Task 8:

Create a customer-material info record.

1. One of your major customers orders materials using his own material

numbers.To facilitateorderentry, youcreateacustomer-materialinfofor

salesorganization1000anddistributionchannel12.

For the new material (headlight “Simple”), customer T-S50A## uses

customermaterialnumberK-4711-##andthedescriptionHeadlight4711.

Youhavealsoagreedwiththecustomeronaminimumdeliveryquantityof

10 pieces for this material.

Hint: Youcanfindthetransactionforcreatingacustomer-material

infobychoosingAgreementsfromtheMasterDatamenu.

a) Logistics→SalesandDistribution→MasterData→Agreements→

Customer Material Information →Create

Toenterthecustomermaterialdescriptionandtheminimumdelivery

quantity, choose Info record details.

Task 9:

Createasalesorder usingacustomermaterialnumber.

1. Createastandardorderbasedontheexistingpurchaseorder.

Purchase order

Customer: T-S50A##

Purchase order 5-1911

number:

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Unit3: MasterDatainSalesandDistribution SCM600

Requested delivery in 10 days

date:

Item Customer material Quantity

number

1 K-4711-## 10

a) Logistics→SalesandDistribution→Sales→Order→Create

To enter the item using the customer material number, choose the

Ordering party tab page.

2. Savetheorderandwritedowntheordernumber.

_____________________________________

a) Thedocumentnumberisassignedinternallybythesystem.

Task 10:

Create the outbound delivery.

1. Theoutbounddeliveryforthesalesordershouldalreadybemade. Createan

outbounddeliveryfor thepreviousstandardorder.

Hint: Tobeabletoentertheoutbounddeliveryatanearlierdate,set

theselectiondate20daysintothefuture. UseshippingpointZ0##.

Savetheoutbounddeliveryandwritedowntheordernumber.

____________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→SingleDocument→WithReference

to Sales Order

Thedocumentnumberisassignedinternallybythesystem.

Continued on next page

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SCM600 Lesson: Customer-Material Info Record

2. Tocheckhowthecustomermaterialnumberwillbeprintedonthedelivery

note, youdisplaythedeliverynoteonthescreen.

Hint: To displaythe deliverynote, usethetransactionOutbound

Delivery→DisplayandthenOutboundDelivery->IssueDelivery

Output.

ChooseMessageTypeLD00andthenPrintPreview.

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Display→OutboundDelivery→Display

Choose Print Preview.

Thecustomermaterialnumberisautomaticallyprintedonthedelivery

note. (Thelayout of anoutput can be changed using theSAPScript

functions.)

Task 11:

Questions on the material master

1. You want to sell your materialsthrough several salesorganizations. Is it

possibletomaintainmultiplesalesunitsinthematerialmasteraccordingto

thesalesorganizationandthedistributionchannel?

__________________________________________________________

a) Yes. Inthematerialmaster,therearevariouswaystomaintainmultiple

fields, such as the sales units, depending on the sales organization

and on the distribution channel.

2. You want to deliver your materials from various plants. Is it possible to

maintain multiple loading groups in the material master according tothe

plant?

__________________________________________________________

a) Yes. Inthematerialmaster,therearevariouswaystomaintainmultiple

fields,suchastheloadinggroup,dependingontheplant.

3. Isitpossibletomaintainmultipleminimumorderquantitiesinthematerial

master according to the division?

__________________________________________________________

a) No. Thedivisioninthematerialmasterisnotanorganizationalunit

thatcanbeusedtomaintainrelatedfields. Itisafieldwhichisusedto

uniquely assign a material to adivision.

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Unit3: MasterDatainSalesandDistribution SCM600

Lesson Summary

You should now be able to:

• Maintain the customer-material info record

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SCM600 Lesson: Condition Master Data for Pricing

Lesson: Condition Master Data for Pricing

Lesson Overview

This lesson explains the condition master data.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Maintainconditionmasterdataandexplainpricingfunctions

Business Example

• Youdefineapriceforthenewmaterial,whichwillbevalidforallcustomers.

• Forcertainmajorcustomers,youdefinespecialpricesanddiscounts.

Condition master data

Figure 47: Condition Master

The condition master data includes prices, surcharges and discounts, freights,

and taxes.

You can define condition master data (condition records) to be dependent on

variousdata. Youcan,forexample,maintainamaterialpricecustomer-specifically

or define a discount to be dependent on the customer and the material pricing

group.

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Unit3: MasterDatainSalesandDistribution SCM600

InCustomizing,youcandefinethedataonwhichprices,surchargesanddiscounts,

freightsortaxescanbedependent. (Youcanalsomakeconditionsdependentof

anydocument fields). Frequentlyoccurring cases havealready been set in the

standard system.

Figure 48: Condition Master Records in Pricing

Theconditiontypedefinesmultipleusesof acondition.

You can have a percentage, a quantity-dependent, or an amount-dependent

surchargeordiscount, dependingontheconditiontype.

By specifying avalidity period, you can restrict a priceagreement to a certain

period.

You canmaintain valueswithinacondition record (price, surcharge, discount)

accordingtoascale. Thereisnolimittothenumberofscalelevels.

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SCM600 Lesson: Condition Master Data for Pricing

Figure 49: Pricing in Sales Orders

Prices, surcharges, discounts, freight, and taxes (conditions) for a business

transactioncanbefoundautomaticallyusingtheautomaticpricingfunction. You

can also change these conditions manually.

Pricingiscarriedoutusingtheconditiontechnique.

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Unit3: MasterDatainSalesandDistribution SCM600

Lesson Summary

You should now be able to:

• Maintainconditionmasterdataandexplainpricingfunctions

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SCM600 Lesson: Additional Master Data

Lesson: Additional Master Data

Lesson Overview

Thislessonintroducesotherimportantaspectsofmasterdata.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Issue output for sales documents

• Work with the incompletion log

Business Example

• IDES,Inc. usestheincompletionlogtocheckthesalesdocuments.

• The customers of IDES, Inc. receive output from the system (order

confirmations,forexample)fortheindividualprocesssteps.

Output

Figure 50: Output

Output is information that is sent to the customer via various media, such as

mail, EDI, or fax. Examples include: the printout of a quotation or an order

confirmation,orderconfirmationsviaEDI,orinvoicesbyfax.

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Unit3: MasterDatainSalesandDistribution SCM600

Aswithpricing,outputdeterminationtakesplaceusingtheconditiontechnique.

Outputcanbesentforvarioussalesanddistributiondocuments(order,outbound

delivery, billing document, and so on).

In the output master data, you define the transmission medium, the time, and

the partner function for an output type.

Outputtypesinclude,forexample: Quotation,orderconfirmation,invoice.

Partner functionsinclude,for example: Sold-toparty, ship-toparty, andbill-to

party.

Transmissionmediainclude,forexample: Printer,telex,fax,mail,EDI.

Timesatwhichoutputissentinclude: Immediatelywhensaving, or byusinga

standardprogram(RSNAST00) thatisrun regularly.

ThelayoutofanoutputisdefinedbyaforminSAPScript. Theformisassigned

to an output type.

Incompleteness Check

Figure 51: Incompletion Log

Eachsalesanddistributiondocumentcontainsdatarequiredforthedocumentand

for further processing.

Thesystemdetermineswhichfieldswillbedisplayedintheincompletionlog,if

theuserdoesnotcompletethemduringsalesorderprocessing.

You receive the incompletion log either:

a) Automatically when the data issaved, or

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SCM600 Lesson: Additional Master Data

b) By choosing Edit → Incompletion Log.

InCustomizing,youcandecidewhichfieldsshouldbepartoftheincompletion

log.

Theincompletionlogfunctionsareavailableinthesalesorderandinthedelivery.

Common Master Data

Figure 52: Common MasterData -Distribution Channels

If you do not need the master data (customer / material and condition master

data) tobedifferentiatedaccordingtodistributionchannels, youhavetosetup

a representative distribution channel. The master data for the representative

distributionchannelappliestoalldistributionchannelsforwhichyouhavesetup

this reference in Customizing.

Bydoingthis,youcanminimizetheeffortofenteringandmaintainingmasterdata.

Inaddition,youcanupdatestatisticsfordistributionchannelswithouthavingto

createmasterdataforthevariousdistributionchannels.

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Unit3: MasterDatainSalesandDistribution SCM600

Figure 53: Common Master Data - Divisions

If you do not need the master data (customer or condition master data) to be

differentiatedaccordingtodivisions,youhavetosetuparepresentativedivision.

Themaster dataintherepresentativedivisionappliestoalldivisionsforwhich

you have set up this reference.

Bydoingthis,youcanminimizetheeffortofenteringandmaintainingmasterdata.

Inaddition,youcanupdatestatisticsfordivisionswithouthavingtocreatemaster

data for the various divisions.

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SCM600 Lesson: Additional Master Data

Exercise 5: Additional Master Data

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Maintain condition master data

• Describe the pricing in a sales order

Business Example

Youhavedefinedcertainpriceagreementsforsomemajorcustomers. Asthese

customers place orders frequently, they should receive lower prices for some

materials,dependingonthequantityordered. Inaddition,acustomershouldbe

grantedapercentagediscount,dependingontheordervalue.

Asitisnotnecessarytoentertheseagreementseachtimeyoucreateanorder,you

wanttousetheautomaticpricingfunctionofthesystemandcreatetheappropriate

condition master data.

Task 1:

Create a condition master record for prices.

1. YouhaveagreedwithcustomerT-S50A##that,fromnowon,theyareto

receivematerialT-AS1##ataquantity-dependentlowerprice.

As of 1 pieces: EUR 29 per 1 piece

As of 10 pieces: EUR 28 per 1 piece

As of 100 pieces: EUR 27 per 1 piece.

These agreements should be valid until the end of the year. Enter the

conditionmasterrecordforthecustomer-specificpriceforsalesorganization

1000 and distribution channel 12.

Hint: Asitisacustomer-specificprice, youcreate thecondition

master recordusingthefollowingmenupath:

Logistics→SalesandDistribution→MasterData→Conditions

→Select Using ConditionType→Create

Condition type PR00

KeycombinationCustomer/materialwithreleasestatus

Choose Scales.

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

Task 2:

After saving the price agreement with the major customer in the system, you

receive another order.

1. Createastandardorderbasedonthepurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 5-2311

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 20

2. Duringorderentry,youwanttomakesurethattheautomaticpricingfunction

has determined the correct prices.

Hint: Inorder to tracethepricinginthesalesorder, chooseItem

conditions.

Whichpriceperpiecewasdeterminedbythesystem?

_______________________________________

3. Savetheorderandwritedowntheordernumber.

______________________________________

Task 3:

Createa condition master record for discounts.

1. YouhaveagreedwithcustomerT-S50A##that,fromnowon,theyaretobe

grantedapercentagediscountforallmaterials,dependingontheitemvalue.

As of EUR 100: -1%

As of EUR 500: -2%

As of EUR 1000: -3%

Continued on next page

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SCM600 Lesson: Additional Master Data

These agreements should be valid until the end of the year. Enter the

condition master record for the customer-specific discount for sales

organization1000,distributionchannel12,division00.

Hint: Sincethisisacustomer-specificpercentagediscount,create

theconditionmasterrecordwiththefollowingmenupath:

Master Data → Conditions → Select Using Condition Type →

Create

Condition type K007

Task 4:

Afterstoringthepriceagreementforthediscountforthemajorcustomerinthe

system, you receive another order.

1. Createastandardorderbasedonthepurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 5-2511

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 10

2. Duringorderentry,youwanttomakesurethattheautomaticpricingfunction

hasdeterminedthecorrectpricesanddiscounts.

Hint: Totrackthepricinginthesalesorder,youhavetobranchto

theConditionstabpagefortheItemdetail.

Whichcustomerdiscountwasdeterminedbythesystem?

_______________________________________

3. Savetheorderand writedown theordernumber.

______________________________________

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

Task 5:

Questionson condition master datain pricing.

1. Whichconditionmasterdatacategories(4)canbeusedinpricing?

2. Youwanttosellyourmaterialsthroughmultipledistributionchannels. Is

itpossibletomaintainthepricesintheconditionmasterindifferentways

according to the distribution channel?

3. You have entered a sales order. By doing so, prices were determined by

theautomaticpricingfunction. Canyouchangethepricesmanuallywhen

entering the order?

4. During sales order processing, you use various divisions. However, you

alwayswanttousethesameconditionmasterdataforalldivisions. Inorder

to avoid unnecessary maintenance of condition master data for multiple

divisions, you would like to configure the system in such a way that the

conditionmasterdataofdivision00arealsovalidfordivisions01and02.

Is this possible?

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SCM600 Lesson: Additional Master Data

5. Isitpossibletomakethesesettingsforcommonmasterdataforcustomer

and material master data as well?

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Unit3: MasterDatainSalesandDistribution SCM600

Solution 5: Additional Master Data

Task 1:

Create a condition master record for prices.

1. YouhaveagreedwithcustomerT-S50A##that,fromnowon,theyareto

receivematerialT-AS1##ataquantity-dependentlowerprice.

As of 1 pieces: EUR 29 per 1 piece

As of 10 pieces: EUR 28 per 1 piece

As of 100 pieces: EUR 27 per 1 piece.

These agreements should be valid until the end of the year. Enter the

conditionmasterrecordforthecustomer-specificpriceforsalesorganization

1000 and distribution channel 12.

Hint: Asit isacustomer-specificprice, youcreatethecondition

masterrecordusingthefollowingmenupath:

Logistics→SalesandDistribution→MasterData→Conditions

→Select Using Condition Type→Create

Condition type PR00

KeycombinationCustomer/materialwithreleasestatus

Choose Scales.

a) Logistics→SalesandDistribution→MasterData→Conditions→

Select Using Condition Type → Create

Condition type PR00

KeycombinationCustomer/materialwithreleasestatus

Enter sales organization 1000, distribution channel 12, customer

T-S50A##, and material T-AS1##.

Choose Scales.

EnterValidityToday untilEndof theyear.

Enter the values from the exercise.

Choose Save.

Continued on next page

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SCM600 Lesson: Additional Master Data

Task 2:

After saving the price agreement with the major customer in the system, you

receive another order.

1. Createastandardorderbasedonthepurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 5-2311

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 20

a) Logistics→SalesandDistribution→Sales→Order→Create

2. Duringorderentry,youwanttomakesurethattheautomaticpricingfunction

has determined the correct prices.

Hint: Inorder totracethepricingin thesalesorder, chooseItem

conditions.

Whichpriceperpiecewasdeterminedbythesystem?

_______________________________________

a) Choose Item conditions.

ThesystemhasdeterminedapriceofEUR2perpiece,asintheprice

conditionrecordfrom10piecesapriceofEUR28perpieceisstored.

3. Savetheorderand writedown theordernumber.

______________________________________

a) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 3:

Createa condition master record for discounts.

1. YouhaveagreedwithcustomerT-S50A##that,fromnowon,theyaretobe

grantedapercentagediscountforallmaterials,dependingontheitemvalue.

As of EUR 100: -1%

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

As of EUR 500: -2%

As of EUR 1000: -3%

These agreements should be valid until the end of the year. Enter the

condition master record for the customer-specific discount for sales

organization1000,distributionchannel12,division00.

Hint: Sincethisisacustomer-specificpercentagediscount,create

theconditionmasterrecordwiththefollowingmenupath:

Master Data → Conditions → Select Using Condition Type →

Create

Condition type K007

a) Logistics→SalesandDistribution→MasterData→Conditions→

Select Using Condition Type → Create

Condition type K007

Entersalesorganization1000, distributionchannel12, division00,

and customer T-S50A##.

Choose Scales.

EnterValidityTodayuntilEnd of theyear.

Enter the values from the exercise.

Choose Save.

Task 4:

Afterstoringthepriceagreementforthediscountforthemajorcustomerinthe

system, you receive another order.

1. Createastandardorderbasedonthepurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 5-2511

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 10

a) Logistics→SalesandDistribution→Sales→Order→Create

Continued on next page

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SCM600 Lesson: Additional Master Data

2. Duringorderentry,youwanttomakesurethattheautomaticpricingfunction

hasdeterminedthecorrectpricesanddiscounts.

Hint: Totrackthepricinginthesalesorder,youhavetobranchto

theConditionstabpagefortheItemdetail.

Whichcustomerdiscountwasdeterminedbythesystem?

_______________________________________

a) Choose Display details for item.

Choose the Conditions tab page.

ThesystemhasdeterminedthecustomerdiscountK007(-1%),because

adiscountof-1%isstoredinthediscountconditionrecordfororders

over EUR 100.

3. Savetheorderand writedown theordernumber.

______________________________________

a) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 5:

Questionson condition master data in pricing.

1. Whichconditionmasterdatacategories(4)canbeusedinpricing?

Answer: Prices,surcharges/discounts, freights,taxes.

2. Youwanttosellyourmaterialsthroughmultipledistributionchannels. Is

itpossibletomaintainthepricesintheconditionmasterindifferentways

according to the distribution channel?

Answer: Yes. Usually, the price is maintained according to the sales

organizationandthedistributionchannel. Thepricecanalsobemaintained

accordingtofurthercriteria(thecustomer,forexample).

3. You have entered a sales order. By doing so, prices were determined by

theautomaticpricingfunction. Canyouchangethepricesmanuallywhen

entering the order?

Answer: Yes. Usually, during order entry you can overwrite the price

manually. However, it is possible to restrict this by making the relevant

settingsinCustomizingor intheconditionrecord.

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

4. During sales order processing, you use various divisions. However, you

alwayswanttousethesameconditionmasterdataforalldivisions. Inorder

to avoid unnecessary maintenance of condition master data for multiple

divisions, you would like to configure the system in such a way that the

conditionmasterdataofdivision00arealsovalidfordivisions01and02.

Is this possible?

Answer: Yes. InCustomizing,youcansetupdivision00asarepresentative

divisionand set areference for divisions 01 and 02 toit. Inthisway, the

conditionmasterdataofdivision00isalsovalidfordivisions01and02.

5. Isitpossibletomakethesesettingsforcommonmasterdataforcustomer

and material master data as well?

Answer: For customer master data, it is possible to configure common

masterdataforthedivisions. Formaterialmasterdata,thisisonlypossible

fordistributionchannels,asthedivisioninthematerialmasterisnotused

asanorganizationalunitwherethedependentmaterialmaster datawould

be maintained.

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SCM600 Lesson: Additional Master Data

Lesson Summary

You should now be able to:

• Issue output for sales documents

• Work with the incompletion log

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UnitSummary SCM600

Unit Summary

You should now be able to:

• Maintain customer master data

• Maintain material master data

• Maintain the customer-material info record

• Maintainconditionmasterdataandexplainpricingfunctions

• Issue output for sales documents

• Work with the incompletion log

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Unit 4

Sales and Distribution Processes –

Data Determination and Collective

Processing

Unit Overview

Thisunitexplains,amongotherthings,thefunctionofthesalesdocumenttypein

salesanddistributionprocessesanddeliveryscheduling. Collectiveprocessing

optionswithinsalesanddistributionprocessesareanotherimportanttopic.

Unit Objectives

After completing thisunit, you will beableto:

• Triggerdifferentsalesprocessesbychoosingsuitablesalesdocumenttypes

• Explainhowthedeliveringplant,shippingpointandroutearedetermined

automatically

• Givethecustomersdeliverydatesautomaticallydeterminedinthesystem

and be able to look at scheduling in detail

• Combineandcollectively process salesordersdue for outbound delivery

in one step

• Combineandcollectivelyprocessdocumentsdueforbillinginonestep

Unit Contents

Lesson: Function of the Sales Document Type.............................146

Lesson: Plant, Shipping Point, and Route Determination.................149

Lesson: Shipment Scheduling ................................................155

Exercise 6: Shipment Scheduling........................................159

Lesson: Collective Processing in Sales and Distribution..................173

Exercise 7: Collective Processing in Sales and Distribution..........183

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Lesson: Function of the Sales Document Type

Lesson Overview

Thislessonexplainsthefunctionofsalesdocumenttypesinsalesprocesses.

Lesson Objectives

After completingthislesson, you will beable to:

• Triggerdifferentsalesprocessesbychoosingsuitablesalesdocumenttypes

Business Example

• IDES,Inc. usesavarietyofsalesdocumenttypestocontrolsalesprocesses.

Function of the Sales Document Type

Figure 54: Sales Document Types

InSales, awiderangeof differentactivitiesarecarriedout. Different business

processescanbeidentifiedandcontrolledbymeansofthesalesdocumenttype.

Thestandardsystemfeaturesawiderangeofdifferentsalesdocumenttypesfor

salesprocessesthat arecarriedout onaregular basis:

• Standardorderforinvoicedsalesonfixeddeliverydates.

• Rushorderandcashsalesforsalesfromtheplant(withorwithoutinvoice).

• Freedeliveriesforsalesonfixeddeliverydates(withoutinvoice).

• Returnsforreturngoods(creditmemo/replacementdelivery).

Youcanimplementtheseprocessesastheyareorusethemasabasisformapping

your own processes.

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SCM600 Lesson: Function of the Sales Document Type

The sales document type controls the salesdocuments. Similarly, the delivery

typecanbeusedto control theshipping documentsandthebillingtypecanbe

used to control the billing documents.

Figure 55: Functions of Sales Documents

Depending on the transaction, certain functions are carried out automatically.

These functions are activated or deactivated directly or indirectly through the

sales document type.

Examples

• Foryournormalsalesprocess,youwouldlikethesystemtoautomatically

determine the time your customer receives the ordered goods. To do so,

activatetheshipmentschedulingandavailabilitycheckfunctions. However,

thesefunctionsarenotnecessaryforcreditmemorequests.

• Pricingdoesnotneedtobecarriedoutforfreedeliveries.

• Defineanoutputgroupthatcanbeusedforprocessingsalesordersandthen

createanotheroutputgroupforprocessingcontracts.

Hint: Outputscontaininformationthat isexchangedbetweenbusiness

partners(orderconfirmations, billingforms, electronicmessagetoone

of your colleagues, for example).

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Lesson Summary

You should now be able to:

• Triggerdifferentsalesprocessesbychoosingsuitablesalesdocumenttypes

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SCM600 Lesson: Plant, Shipping Point, and Route Determination

Lesson: Plant, Shipping Point, and Route Determination

Lesson Overview

This lesson explains how to carry out plant, shipping point, and route

determination in sales documents.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Explainhowthedeliveringplant,shippingpointandroutearedetermined

automatically

Business Example

• ThecontentofthePlant,ShippingPoint,andRoutefieldsinasalesdocument

canbedeterminedautomaticallyandactsasabasisfordeliveryscheduling.

Plant Determination

Figure 56: Determining theDelivering PlantAutomatically

TheplantplaysacentralroleinLogistics. InSales,itisthedeliveringplant.

When processing an item, the system automatically attempts to determine the

associateddeliveringplantfromthemasterdata. Theentrycanlaterbechanged

manually.

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Processing SCM600

The system usesthefollowing search strategy:

• First, it checks whether a specification exists ina customer-material info

record.

• Second,itcheckswhetheraspecificationexistsinacustomermasterrecord

of the ship-to party.

• Third,itcheckswhetheraspecificationexistsinthematerialmasterrecord.

Ifnothingisfound,nodeliveringplantissetinthesalesdocumentitem.

Without a plant, an item cannot normally be processed further. For example,

attemptstoautomaticallydeterminetheshippingpointortaxareunsuccessful,the

availabilitycannotbechecked,andanoutbounddeliverycannotbemade.

Shipping Point Determination

Figure 57: Shipping Point

The shipping point is the organizational unit in the system that is responsible

for processing shipping.

Tobeableto givethecustomer adeliverydateforan ordereditem, thesystem

musttakeintoaccountalltherequiredleadtimesforthedifferentshippingand

transportation subprocesses.

For the shipping point, you can define the times required for preparing and

packing the goods.

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SCM600 Lesson: Plant, Shipping Point, and Route Determination

Theshippingpointisnormallydeterminedautomaticallyforeachiteminthesales

document. Theautomaticdefaultvaluecanbelaterchangedmanuallyifyouhave

planned for a different shipping point.

Figure 58: Determining the Shipping Point Automatically

Thesystemtriestodetermineashippingpointforeveryitemtobedelivered.

The system uses threefieldsassearchkeysfor determiningtheshipping point

automatically. Thisdataisnormallydefinedinthefollowingmasterrecords:

• Shippingconditionfromthesold-toparty(view: Shipping)

• Loadinggroupinthesales-specificmaterialdata(view: Sales: General/Plant

Data)

• Deliveringplant-seetheslideDeterminingDeliveringPlantAutomatically

Hint: Theshipping conditionscan beused todefinein thesystem the

delivery type requested by the customer.

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Route Determination

Figure 59: Route

Therouteisthepathanoutbounddeliveryfollowsfromthedeliveringplantto

the ship-to party.

Itcancomprisemorethanonesection. Ithasastartpointandanendpoint.

Theroutecanbeusedtodefinetheactualtransittime(lengthoftimeforwhich

thegoodsare“ontheroad”)andtheleadtimefortransportationplanning.

The route is normally determined automatically for each item in the sales

document. Thisdefaultvaluecanbelaterchangedmanuallyifyouhaveplanned

a different route.

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SCM600 Lesson: Plant, Shipping Point, and Route Determination

Figure 60: Determining the Route Automatically

Thesystemtriestodeterminearouteforeveryitemtobedelivered.

Thesystemusesfourfieldsassearchkeysfordeterminingtherouteautomatically.

ThisdataisnormallydefinedinmasterrecordsandinCustomizing:

• DeparturezoneinCustomizingfortheshippingpoint

• Shippingconditionfromthesold-toparty(view: Shipping)

• Transportation group in the sales-specific material data (view: Sales:

General/Plant Data)

• Transportationzoneinthegeneraldatafortheship-toparty

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Lesson Summary

You should now be able to:

• Explainhowthedeliveringplant,shippingpointandroutearedetermined

automatically

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SCM600 Lesson: Shipment Scheduling

Lesson: Shipment Scheduling

Lesson Overview

Thislessonexplainstheshipmentschedulingprocess.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Givethecustomersdeliverydatesautomaticallydeterminedinthesystem

and be able to look at scheduling in detail

Business Example

• Customersordergoodswithdifferentdeliverydates.

Shipment Scheduling

Figure 61: Shipment Scheduling

Inshipmentandtransportationscheduling,youdefinethetimeatwhichthereceipt

of the goods at the customer can be acknowledged (confirmed delivery date).

Different leadtimesaretakenintoaccount: thepreparationtime, loadingtime,

transportation lead time, and transit time.

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Thefollowingdataisused inshipment scheduling:

• Order date: dateonwhichtheorder isplaced

• Materialavailabilitydate: datebywhichasufficientquantityofgoodsmust

be available for picking and packing

• Loading date: date on which the goods picking and packing process is

completed(andthemodeoftransportisavailable)sothatloadingcanbegin

on time

• Goodsissuedate: the dateon which the goods must leave the delivering

plantsothattheyreachthecustomerontheagreeddate

• Delivery date: date on which the goods arrive at the customer. A

differentiation is made between:

– Requesteddeliverydate: dateonwhichthecustomerwouldlikethe

goods to arrive

– Confirmeddeliverydate: dateonwhichthegoodsreceiptisconfirmed

for the customer

Figure 62: Shipment Scheduling

When a delivery date is determined, you can also take into account the times

requiredfordeliveringgoodstoacustomerviaaparticularroute.

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SCM600 Lesson: Shipment Scheduling

The total time includes:

• Transit time:

Thetimerequiredfortransportingthegoodstothecustomer

• Transportation lead time:

Thetimerequiredforpreparingthegoodsfortransportation

Figure 63: Backward Scheduling

Thegoalofshipmentandtransportationschedulingistoconfirmadeliverydate

for a material requested by a customer.

For backwards scheduling, the customer’s requested delivery date is used to

calculate the material availability date and the transportation lead time. The

outbounddeliverymustbecreatedattheearliestofthetwodates(selectiondate

for the outbound delivery).

• If both dates are after the order date and the material is available on the

material availability date, the customer’s requested delivery date can be

confirmed.

A schedule line is created for the sales document item. The date of the

schedulelinedisplaystheconfirmeddelivery datethatis the sameasthe

customer’s requested delivery date.

• Ifoneofthetwodatesisbeforetheorderdate,confirmationoftherequested

deliverydatecannottakeplace. Therefore,thesystemattemptstodetermine

the next possible date(forward scheduling).

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Figure 64: Forward Scheduling

Iftheresultofbackwardschedulingmeansthatthedeliverydaterequiredbythe

customercannotbeconfirmed,thesystemexecutesforwardscheduling.

• Forwardschedulingtakesintoconsiderationthetimeparallelsofthework

flows for transportation planning and picking/packing of materials. The

longer of the two periods is relevant for scheduling. The selection date

of the outbound delivery is the earlier of the material availability or the

transportation planning date.

• Theearliestdateatwhichthematerialisavailableinthewarehouseisthe

newmaterialavailabilitydate. Thisistheoutgoingpointfornewdelivery

scheduling.

Twoschedulelinesaregeneratedforthesalesdocumentitem:

• Thedateofthefirstschedulelinecorrespondstothecustomer’srequested

deliverydate and hasnoconfirmed quantity.

• The date of the second schedule line shows the confirmed delivery date

and the confirmed quantity.

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SCM600 Lesson: Shipment Scheduling

Exercise 6: Shipment Scheduling

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Start the different sales and distribution processes by choosing the

appropriate sales document type

• Findimportantinformationforprocurementandoutbounddeliveryinsales

documentsandidentifythesourcesof thisdata

• Provideyourcustomerswithdetailedinformationfromthesalesdocuments,

forexample,ontheshippingandtransportationschedulingdates

Business Example

Acompanyhasarangeofsalesanddistributionprocesses. Beforeeverysale,one

of your employeesdecideswhichsalesand distribution processwill best serve

the customer’s needs.

Whenacustomerordersamaterial,therearearangeofdecisionstobemadefor

thewholesalesanddistributionprocessingchain. Thisincludesobtainingrelevant

informationonprocurementandoutbounddelivery,suchastheplantfromwhich

thegoodswillbedeliveredorthelocationresponsibleforshippingprocessing.

Inorderentry,thecustomerservicerepresentativedetermineswhethertheagreed

delivery date can be met. It is important to consider whether the material is

delivered from stock or whether it must be manufactured or procured from an

external source.

IDES,Inc. triestomeetmostofitssalesordersusingexistingstock. Ifpossible,

orders are combined into one outbounddelivery.

Iftherequesteddeliverydatecannotbeconfirmed,thecustomerisofferedthefirst

possible delivery date.

Asamemberoftheprojectteamforsalesorderprocessing,itisyourresponsibility

totestthesalesandprocurementprocessinthesystem. Youwillenterordersand

verifytheshippingpointfortheproduct,thetransportationroutetothecustomer,

andtheschedulingdatesfortheitemsinthesalesorders.

Task 1:

Create a sales order.

1. Enter a trade fair order for the following purchase order. Use document

type Trade fair##-order.

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Purchase order

Customer: T-S50B##

Purchaseordernumber: 6-111

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 7

T-AS2## 8

Hint: UsetheF4helpintheordertypefield.

Savetheorderandwritedownthedocumentnumber.

_______________________________________________

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Purchase order Customer: T-S50B## Purchaseordernumber: 6-111 Requesteddeliverydate: in 10 days
Material Quantity T-AS1## 7 T-AS2## 8

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SCM600 Lesson: Shipment Scheduling

Task 2:

Name other sales document types.

1. Nameasalesdocumenttypethatautomaticallycreatesanoutbounddelivery.

2. Nameasalesdocumenttypeusedforsendingfree-of-chargegoodssamples.

Task 3:

By choosing the sales document type, you are meeting the basic requirements

for the sales and distribution process.

1. Namesalesdocumentfunctionsthatmaybeaffectedbythechoiceofsales

document type.

Task 4:

Identifyimportantinformationfortheoutbounddelivery.

1. Display the previously entered sales order. Which delivering plants are

determined for both items?

Item10: ___________________________________________

Item20: ___________________________________________

2. Whichshippingpointsaredeterminedforbothitems?

Item10: ___________________________________________

Item20: ___________________________________________

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3. Whichroutesaredetermined for both items?

Item10: ___________________________________________

Item20: ___________________________________________

Hint: Inthesalesdocument,youcanview(orchange)thedelivering

plant,theshippingpointandtheroutefromtheShippingoverview

screenortheShippingdetailscreenforthecorrespondingdocument

item.

Youcanusetheblackarrowsontheapplicationtoolbartonavigate

easilybetweentheShippingtabsofthetwoitems.

4. What is the purpose of the shipping point?

5. What is the purpose of the route?

Task 5:

The system tries to determine the delivering plant automatically for an item

in the sales document.

1. The system checks three sources in which the delivering plant can be

specified. What are these sources?

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SCM600 Lesson: Shipment Scheduling

2. Whichdeliveringplantissetfortheitem,ifthereisnoentryinthesesources?

3. Fromwhichmasterrecorddoesthedeliveringplantinitem10come?

Task 6:

The system triesto determine the shipping point responsiblefor executing the

shippingactivitiesof aniteminthesalesdocument.

1. The system uses three pieces of information from the sales order for

determiningtheshippingpoint. Whatarethey?

2. Whichvalueswereusedforautomaticallydeterminingtheshippingpoint

for item 10?

________________________________________________

Hint: The shipping conditions come from the customer master

recordofthesold-toparty. Theycanbeviewedorchangedinthe

salesdocumentheaderbychoosingDisplaydoc. headerdetailsthen

choosing the Shipping tab page.

Theloadinggroupcomesfromthematerialmasterrecord. Theycan

becheckedandmaintainedonthedetailscreenSales: General/Plant.

Theloadinggroupisnotdisplayedinthesalesdocument.

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