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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Task 7:

Explainonwhatdatestheindividualworkstagesforshippingandtransportation

processingmustbegin,sothattheproductorderedgetstothecustomerontime.

1. Enterastandardorderforthefollowingpurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 6-411

Requested delivery Today

date:

Material Quantity Ship-to party

T-AS1## 5 T-S50A##

T-AS3## 1 T-S50B##

ShippingpointandroutearedeterminedwiththeGR.

Savetheorderandwritedownthedocumentnumber.

_______________________________________________

2. Display the previously entered salesorder.

Determine the shipping datesfor item 10.

Deliverydate: _________________________________

Goodsissuedate: _________________________________

Loadingdate: _________________________________

Materialavailabilitydate: _________________________________

Transportationplanningdate: _________________________________

Hint: Youcandisplayadetailedlistofshippingdeadlinesforthe

confirmedschedulelineofasalesdocumentitem.

Call up the schedule line for the item and go to the detail for

confirmedscheduleline. ThenchoosetheShippingtabpage.

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SCM600 Lesson: Shipment Scheduling

3. Whenmusttheresponsibleshippingpointstartshippingprocessingsothat

thegoodsarriveatthecustomer’slocationontime?

4. Which of the steps for shipping and transportation processing must be

completedsothatthegoodscanbeloadedonthecorrectloadingdate?

____________________________________________________________

Hint: YoucanuseF1helptogetinformationonthetasksanduseof

thedifferentdatesindeliveryandtransportationscheduling.

Task 8:

Createanoutbounddeliveryforthefirstitemoftheorderyoucreatedinthefirst

exercise part of this unit.

1. Selecttheshippingpointresponsible. Usetoday’sdateastheselectiondate.

Restricttheselectiontothefirstiteminthesalesdocument. Canyoudeliver

the order? Why?

2. Make the same selection again but use the material availability date as a

selectiondate. Canyoudelivertheorderitem? Why?

____________________________________________________________

Do NOT save the outbound delivery.

Hint: Ifyouhaveaccidentallysavedtheoutbounddelivery,delete

thedeliverydocumentwiththetransaction:

Logistics→SalesandDistribution→ShippingandTransportation

→OutboundDelivery→Change→SingleDocument→Outbound

Delivery → Delete

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Solution 6: Shipment Scheduling

Task 1:

Create a sales order.

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

type Trade fair##-order.

Purchase order

Customer: T-S50B##

Purchaseordernumber: 6-111

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 7

T-AS2## 8

Hint: UsetheF4helpintheordertypefield.

Savetheorderandwritedownthedocumentnumber.

_______________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Create

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 2:

Name other sales document types.

1. Nameasalesdocumenttypethatautomaticallycreatesanoutbounddelivery.

Answer: Rush order, cash sale

2. Nameasalesdocumenttypeusedforsendingfree-of-chargegoodssamples.

Answer: Free delivery

Continued on next page

166

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 3:

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

for the sales and distribution process.

1. Namesalesdocumentfunctionsthatmaybeaffectedbythechoiceofsales

document type.

Answer: Pricing,deliveryscheduling,transferofrequirements,availability

check, texts, output, creditcheck, updateinSalesInformationSystemare

somefunctionsinfluencedbythedocumenttype

Task 4:

Identifyimportantinformationfortheoutbounddelivery.

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

determined for both items?

Item10: ___________________________________________

Item20: ___________________________________________

a) Item 10: 1000

Item 20: 1000

2. Whichshippingpointsaredeterminedforbothitems?

Item10: ___________________________________________

Item20: ___________________________________________

a) Item 10: Z0##

Item 20: Z0##

3. Whichroutes aredeterminedfor both items?

Item10: ___________________________________________

Item20: ___________________________________________

Hint: Inthesalesdocument,youcanview(orchange)thedelivering

plant,theshippingpointandtheroutefromtheShippingoverview

screenortheShippingdetailscreenforthecorrespondingdocument

item.

Youcanusetheblackarrowsontheapplicationtoolbartonavigate

easilybetweentheShippingtabsofthetwoitems.

a) Item 10: R00030

Item 20: R00030

Continued on next page

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

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4. What is the purpose of the shipping point?

Answer: Theshippingpointistheorganizationalunit,whoseemployeesare

responsibleforthecompleteshippingprocessing.

5. What is the purpose of the route?

Answer: Therouteestablishesthepathandthemethodoftransportationa

delivery item takes to reach the customer location. The route is also an

importantcriteriafortheselectionofshippingworklists.

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?

Answer: Themasterrecordinthecustomer-materialinforecord,themaster

recordoftheship-toparty,andthematerialmasterrecord.

2. Whichdeliveringplantissetfortheitem,ifthereisnoentryinthesesources?

Answer: No delivering plant

Exception: YouhavespecifiedadefaultvaluemanuallyintheDelivering

plantfieldintheheaderof the salesdocument.

3. Fromwhichmasterrecorddoesthedeliveringplantinitem10come?

Answer: Ship-topartymasterrecorddeterminesthedeliveringplant.

Task 6:

The system triesto determine the shipping point responsible for executing the

shipping activitiesofanitem inthesalesdocument.

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

determiningtheshippingpoint. Whatarethey?

Answer: Deliveringplant,shippingconditions,loadinggroup

2. Whichvalueswereusedforautomaticallydeterminingtheshippingpoint

for item 10?

________________________________________________

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SCM600 Lesson: Shipment Scheduling

________________________________________________

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.

a) Deliveringplant1000,shippingconditions##+50(70forgroup20,

for example), and loading group 0003.

Task 7:

Explainonwhatdatestheindividualworkstagesforshippingandtransportation

processingmustbegin,sothattheproductorderedgetstothecustomerontime.

1. Enterastandardorderforthefollowingpurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 6-411

Requested delivery Today

date:

Material Quantity Ship-to party

T-AS1## 5 T-S50A##

T-AS3## 1 T-S50B##

ShippingpointandroutearedeterminedwiththeGR.

Savetheorderandwritedownthedocumentnumber.

_______________________________________________

a) Creating an order

Logistics→SalesandDistribution→Sales→Order→Create

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

2. Display the previously entered sales order.

Continued on next page

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Determine the shipping datesfor item 10.

Deliverydate: _________________________________

Goodsissuedate: _________________________________

Loadingdate: _________________________________

Materialavailabilitydate: _________________________________

Transportationplanningdate: _________________________________

Hint: Youcandisplayadetailedlistofshippingdeadlinesforthe

confirmedschedulelineofasalesdocumentitem.

Call up the schedule line for the item and go to the detail for

confirmedscheduleline. ThenchoosetheShippingtabpage.

a) Logistics→SalesandDistribution→Sales→Order→Change→

Selectitem10→Schedulelinesforitem→Shipping

3. Whenmusttheresponsibleshippingpointstartshippingprocessingsothat

thegoodsarriveatthecustomer’slocationontime?

Answer: On thematerial availability date

4. Which of the steps for shipping and transportation processing must be

completedsothatthegoodscanbeloadedonthecorrectloadingdate?

____________________________________________________________

Hint: YoucanuseF1helptogetinformationonthetasksanduseof

thedifferentdatesindeliveryandtransportationscheduling.

a) Preparation(pickingandpacking)andtransportationplanningmustbe

completedsothat loadingcanbeginontime.

Task 8:

Createanoutbounddeliveryforthefirstitemoftheorderyoucreatedinthefirst

exercise part of this unit.

1. Selecttheshippingpointresponsible. Usetoday’sdateastheselectiondate.

Restricttheselectiontothefirstiteminthesalesdocument. Canyoudeliver

the order? Why?

Answer: No. Theschedulingdataintheordershowsthatyoudonothaveto

startprocessingshippingtoday(youcanstartinafewdays’time).

Continued on next page

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SCM600 Lesson: Shipment Scheduling

2. Make the same selection again but use the material availability date as a

selectiondate. Canyoudelivertheorderitem? Why?

____________________________________________________________

Do NOT save the outbound delivery.

Hint: Ifyouhaveaccidentallysavedtheoutbounddelivery,delete

thedeliverydocumentwiththetransaction:

Logistics→SalesandDistribution→ShippingandTransportation

→OutboundDelivery→Change→SingleDocument→Outbound

Delivery → Delete

a) Yes. Youmustbeginshippingprocessingonthematerialavailability

date, so that the goods arrive at the customer’s location on the

confirmed delivery date that was determined during delivery and

transportation scheduling.

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Processing SCM600

Lesson Summary

You should now be able to:

• Givethecustomersdeliverydatesautomaticallydeterminedinthesystem

and be able to look at scheduling in detail

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SCM600 Lesson: Collective Processing in Sales and Distribution

Lesson: Collective Processing in Sales and Distribution

Lesson Overview

Thislessonintroducesthecollectiveprocessingoptionsinsalesanddistribution.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Combineandcollectively process salesordersdue for outbound delivery

in one step

• Combineandcollectivelyprocessdocumentsdueforbillinginonestep

Business Example

• Toreducethenumber ofdocuments, IDES, Inc. wantstocreatedifferent

documents for collective processing.

Delivery Creation

Figure 65: Collective Processing in Shipping

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To make shipping faster and easier, you can use the delivery due list to create

more than one outbound delivery simultaneously. The system automatically

combines the items in the selected sales orders to minimize the number of

outbounddeliveries. Thisfunctioncanbeusedasfollows:

• Online processing of the delivery due list

• Creatingabackgroundjobtobeexecutedduringoff-peakhours

Thesystemcontrolsthecreationofoutbounddeliveriesviatheshippingpoint,the

selectiondata(pickingdate)andothercriteriagroupedonvarioustabpages. By

definingthiscriteria,youcancontrolwhichordersduefordeliveryareselected.

Theselectionoptionschangedependingonthedeliveryscenarioanduserrole.

Youreceivealistoftheordersthatmeetyourselectioncriteria. Inthislist,you

canmakeyourselectionmorepreciseusingsortingandfiltering.

Fromthelist,youcancreateoutbounddeliveriesonlineorinthebackgroundand

call up the documents.

Hint: Incollectiveprocessing, youcanusetheselectiondatetodefine

uptowhichdateitemsduefordeliveryaretakenintoaccount. Shipping

processingmustbeginonthisdateatthelatestsothatthegoodsreachthe

customerattheagreedtime,whichiseitherthematerialavailabilitydate

or the transportation planning date.

Figure 66: Outbound Delivery Options

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SCM600 Lesson: Collective Processing in Sales and Distribution

There are fields in master data and in the sales document where you can store

customer defaults for processing deliveries.

• Ifthecustomerrequirescompletedelivery,theordershouldbedeliveredin

onesingledelivery. Allitemsshouldbedeliveredatthesametime. When

creatingan outbound delivery, if allof theorder itemscannot beshipped

withthefullorderquantity,youreceiveawarningthatthecustomerrequires

complete delivery.

• Ifthecustomerdoesnotrequirecompletedelivery,youcandefineapartial

delivery agreement with the customer.

• If the customer allows orders to be combined, orders are combined in

outbounddeliverieswhenusingthedeliveryduelist. Combiningitemsfrom

different sales orders is only possible if the items have several common

characteristics, for example:

– Shippingpoint(goodsissuefromthesameplaceinyourenterprise)

– Datethat deliveryisdue(dateonwhichshippingprocessingshould

begin,eithermaterialsavailabilitydateortransportationplanningdate)

– Ship-toparty(outbounddeliverieshavethesamedestination)

– Route(samemethodof transportand route)

– Incoterms(“InternationalChamber ofCommerce”termsof liability

for freight in-transit)

Picking

Figure 67: Picking in Shipping Processing

You can control an item in an outbound delivery in such a way that picking is

required.

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Pickingiscarriedout whentransfer ordersfor triggering andmonitoring stock

movementsaregenerated. Theitemsinthetransferorderscontainthematerials

andquantitiestobepicked,whichcorrespondtothedeliveryquantities.

Fromthetransferorder,youcanprintthepicklistforuseinthewarehouse.

Pickingcanbeconfirmedautomaticallyorinaseparateprocessingstep.

Figure 68: Collective Processing in Picking

Youcanalsointroducepickingviacollectiveprocessing. Todothis,youselect

aworklistfromalltheoutbounddeliveriesreadyforpickingandcreateseveral

transferordersatthesametime. Thesystemautomaticallycombinestheoutbound

deliveryitemsintoasfewtransfer ordersaspossible.

Collectiveprocessing canbeexecuted asfollows:

• Manually (online)

• Creatingabackgroundjob(batch)tobeexecutedduringoff-peakhours

The system controls the creation of transfer orders via the shipping point, the

selectiondata(pickingdate)andothercriteria. Youreceivealistofthedeliveries

thatmeetyour selectioncriteria. Inthislist, youcanmakeyourselectionmore

precise using sorting and filtering.

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SCM600 Lesson: Collective Processing in Sales and Distribution

Figure 69: Picking Options

Fromthetransferorder,youcanprintthepickinglist(s)foruseinthewarehouse.

This step can be carried out automatically.

Insteadofprintingthepickinglist,youcanalsoforwardthetransferorderdatato

anexternalWarehouseManagementSystembymeansof portabledatacapture

(PDC).

If automatic confirmation is not used, you can also monitor picking by

acknowledgingthepickedquantitiesmanually. Youcanalsoconfirmvariancesin

quantitiesandspecifythecauseofthesebysettingadifferenceindicator.

If thetotal quantity cannot be picked, you can:

• Picktheopenquantitiesbymeansofanothertransferorder

• Reducethedeliveryquantitiesintheoutbounddeliverybycopingthepicked

quantities

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Goods Issue

Figure 70: CollectiveProcessing forPosting GoodsIssue

Thegoodsissuecanalsobepostedviacollectiveprocessing. Todoso,selecta

worklist fromall the outbounddeliveriesfor whichgoodsissue isready tobe

postedandsimultaneouslypostmorethanonegoodsissue.

Collectiveprocessing canbeexecuted asfollows:

• Manually (online)

• Creatingabackgroundjob(batch)tobeexecutedduringoff-peakhours

The system controls the posting of the goods issue via the shipping point, the

selectiondate, andothercriteria(forwardingagentorroute, for example). You

receivealistofthedeliveriesthatmeetyourselectioncriteria. Ifnecessary,the

list can bedrilleddownto item level. In thislist, youcanmakeyour selection

more precise using sorting and filtering.

Onceyouhavemadeyourselection,postthegoodsissue.

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SCM600 Lesson: Collective Processing in Sales and Distribution

Billing

Figure 71: Collective Processing in Billing

To speed up theprocessof creating billing documents, you canuse thebilling

duelisttoprocessmorethanonebillingdocumentsimultaneously. Thesystem

combinesitemsforbillingtocreateasfewbillingdocumentsaspossible.

This function can be used as follows:

• Manualprocessingofthebillingduelist(onlineprocessing)

• Collectiveprocessingviaabackgroundjob(batch)atoff-peakhours

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Figure 72: Billing Options

Whenprocessingthebillingduelist, thesystemconsolidatesasmanyitemsas

possible onto as few billing documents as possible. Depending on the system

setting,thesecaneitherbeorderitemsoroutbounddeliveryitems.

To be able to combine successfully, items must have specific common

characteristics, forexample, thesamebillingdate, thesamepayerandtermsof

payment. ThelistofcommoncharacteristicsismaintainedinCustomizing.

Thestandardsystemcontainsarangeofoptionsforcreatingbillingdocuments.

Youcanchoosetheoptionthatbestsuitsyourrequirements. Hereareafewofthe

most common options:

• Invoice split:

Youhaveasalesorderforwhichoneoutbounddeliveryhasbeencreated.

Multiplebillingdocumentsarecreatedfromtheoutbounddelivery.

• Separatebillingdocumentforeachoutbounddelivery:

Youhaveasalesorderforwhichtwooutbounddeliveriesarecreated. Two

billing documents are created from these.

• Collective invoice:

Youhavetwosalesordersforwhichthreeoutbounddeliveriesarecreated

(for example, different ship-topartyor partial delivery). Asinglebilling

documentiscreatedfromtheoutbounddeliveries.

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SCM600 Lesson: Collective Processing in Sales and Distribution

Figure 73: Worklists

Thisslidegivesanotheroverviewoftheoptionsavailableforcollectiveprocessing

in the sales and distribution process.

1. Usethedeliveryduelisttoprocesssalesdocumentsforoutbounddeliveries.

2. Usetheworklistfortheoutbounddeliveriestobepostedtocreatetransfer

orders.

3. Use the goods issue worklist of outbound deliveries to be posted to post

the goods issue.

Operationsthat need tousepickingareonly considered after pickinghas

been completed successfully.

4. Usethebillingduelisttoprocessoutbounddeliveries(includingorders,if

necessary) for billing documents.

Outbound deliveries are only taken into consideration if the goods issue

has already been posted successfully.

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SCM600 Lesson: Collective Processing in Sales and Distribution

Exercise 7: Collective Processing in Sales

and Distribution

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Useworkliststoidentifydocumentsreadyforsubsequentprocessingandto

process selected documents collectively

• Combineoutbound deliveries for a customer

• Create transfer orders

• Updatestockquantitiesandstockaccountsafter theoutbound deliveryis

fully processed

• Create collective or individual invoices

• Identifyreceivablesandrevenuesbasedonbillingdocumentsandposttothe

correspondingaccountsin financial accounting

Business Example

Although you enter orders one at a time, work packages can be created that

allowyoutocollectivelyexecuteshippingandbillingactivitiesformanyorders

at the same time.

Itismoreimportanttohaveefficientsalesanddistributionprocessingsothatfor

thesestepsintheprocess,workpackagescanbecombinedandprocessedtogether.

These work packages often have the same criteria, enabling these steps to be

automatedandexecutedatspecifictimesbythesystem.

The following tasks occur during the course of further sales and distribution

processing: creating delivery notes, picking, shipping goods to the customer,

creatinginvoicesandpostingreceivablesandrevenuesinfinancialaccounting.

Youwilltesttheoptionsforprocessingtheseworkpackages.

Task 1:

Processthedeliveryduelist for yourshippingpoint.

1. Fromthesalesordersdueforshipping,selectthosewhichmeetthefollowing

criteria:

Shipping point: Z0##

Deliverycreationdate: Fromstartofthisweektotodayinfourweeks

Continued on next page

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Processing SCM600

Ship-to party: T-S50A## and T-S50B##

Hint: Use the transaction

Logistics→SalesandDistribution→ShippingandTransportation

→ Outbound Delivery → Create → Collective Processing of

DocumentsDueforDelivery→SalesOrders

2. Whichsalesdocumentsareselectedastheworklist?

Hint: Thelistoftransactionsforshippingwillconsistonlyoforders

that you have created yourself.

3. Whydoesthelastorderthatyoucreatedappearinthelisttwice?

4. Viawhichrouteswilltheoutbounddeliveriesbeshipped?

_____________ _____________

5. Selectonlythoselineswhichcomefromthetwoordersyoucreatedinthe

previous exercises for this unit.

Triggerprocessingoftheselectedworklistinthebackground.

Hint: Choose Background.

6. Displaythecollectiveprocessinglog. Recordthegroupnumberunderwhich

the system log is managed.

Groupnumber: ________________________________________

Hint: ChooseLog fordelivery creation.

7. Howmanyoutbounddeliverieshavebeencreated?

Numberofoutbounddeliveries: _______________________________

8. Determinethedocumentnumbersoftheoutbounddeliveries.

Continued on next page

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SCM600 Lesson: Collective Processing in Sales and Distribution

_______________________________________

Hint: Choose Documents.

Task 2:

Picktheoutbounddeliveriesyoujustcreatedusingcollectiveprocessing.

1. Select all of the outbound deliveries for picking that meet the following

criteria:

Shipping point: Z0##

Pickdate: fromstartofthisweektotodayinfourweeks

Route: see delivery list exercise

Hint: Use the transaction

Logistics→SalesandDistribution→ShippingandTransportation

→ Picking→ Create Transfer Order → Via Outbound Delivery

Monitor

Hint: Alternatively,youcanenterthegroupnumberthathasbeen

defined by the system for the collective processing log for this

delivery list.

2. From the list, select those outbound deliveries that were created during

processing of the delivery list.

Picktheseoutbounddeliverieswithoutbranchingintothetransferordersand

allowthesystemtowritethepickedquantitiesintotheoutbounddelivery

documents automatically.

Adoptpickingquantity: 1(includepickingquantitiesinthedelivery)

Hint: ChooseCreate TO inbackground.

3. Checktheoutbounddeliveryanddeterminewhetherpickinghasbeencarried

out successfully.

Comparethedeliveryquantitieswiththepickedquantitiesinoneofyour

outbounddeliveries. Isthereadifferencebetweenthequantities?

____________________________________________________________

4. Checktheoverallstatusoftheoutbounddelivery.

Continued on next page

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Overallpickingstatus: ___________________________

OverallstatusofWMactivities: ___________________________

Overallstatusofgoodsissue: ___________________________

Hint: Displaytheoutbounddeliveryandchoose

→ Goto → Header → Processing

Task 3:

Postgoodsissueforyouroutbounddeliveriesusingcollectiveprocessing.

1. Selectfromtheoutbounddeliveriesreadytopostthat meet thefollowing

criteria:

Shipping point: Z0##

Plannedgoodsmovement date: fromstart ofthisweek totodayin four

weeks

Route: R00025 and R00030

Hint: Use the transaction

Logistics→SalesandDistribution→ShippingandTransportation

→ Post Goods Issue → Collective Processing Via Outbound

Delivery Monitor

2. From the list , select those outbound deliveries that were created during

processing of the delivery list.

Post the goods issue.

3. Check theoutbound delivery anddeterminewhether goodsissue posting

has been carried out successfully.

Checktheoverallstatusoftheoutbounddelivery.

Overallstatusofgoodsissue: _________________________________

Hint: Displaytheoutbounddeliveryandchoose→Goto→Header

→ Processing.

Task 4:

Process your billing due list.

1. Selecttheoutbounddeliveriesdueforbillingthatmeetthefollowingcriteria:

Continued on next page

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SCM600 Lesson: Collective Processing in Sales and Distribution

Billingdate: fromstartofthisweektotodayinfourweeks

Sales organization: 1000

Shipping point: Z0##

Sold-to party: T-S50A## and T-S50B##

Hint: UsethetransactionLogistics→Salesand Distribution→

Billing→BillingDocument→ProcessBillingDueList

2. From the list, select those outbound deliveries that were created during

processing of the delivery list.

Testtoseewhattheresultofprocessingthebillingduelistwouldbe.

Hint: Choose Simulation.

3. Comparetwodocumentstoseewhytheitemsfromtheseoutbounddeliveries

cannot beputtogetherintoonebillingdocument.

Hint: SelecttwodocumentsandchooseSplitanalysis.

4. Returntothebillingduelistandcreatethebillingdocumentsusingcollective

processing.

5. Record thelognumber for collectiveprocessing.

Groupnumber: _________________________________________

6. Reviewthelogtoseehowmanybillingdocumentshavebeencreated.

Number: __________________________________________

Record the billing document numbers:

_______________________________________

7. Checkoneofthebillingdocumentscreatedtoseewhetherthesalesprocess

could be completed as requested. Use the document flow for the billing

document.

Is the sales process completed?

____________________________________________________________

Why?

____________________________________________________________

Continued on next page

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Task 5:

Issue an invoice on the screen.

1. Reviewtheinvoiceprintout todeterminewhether thedelivery conditions

andpayment conditionsarecorrectontheform.

Choose output typeRD00 and printer LP01.

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SCM600 Lesson: Collective Processing in Sales and Distribution

Solution 7: Collective Processing in Sales

and Distribution

Task 1:

Processthedeliveryduelist for yourshippingpoint.

1. Fromthesalesordersdueforshipping,selectthosewhichmeetthefollowing

criteria:

Shipping point: Z0##

Deliverycreationdate: Fromstartofthisweektotodayinfourweeks

Ship-to party: T-S50A## and T-S50B##

Hint: Use the transaction

Logistics→SalesandDistribution→ShippingandTransportation

→ Outbound Delivery → Create → Collective Processing of

DocumentsDueforDelivery→SalesOrders

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→CollectiveProcessingofDocuments

Due for Delivery → Sales Orders

2. Whichsalesdocumentsareselectedastheworklist?

Hint: Thelistoftransactionsforshippingwillconsistonlyoforders

that you have created yourself.

a) Allordersduefordeliverythatmatchtheselectioncriteria: theseare

thetwoordersyouhavecreatedinthiscourse.

3. Whydoesthelastorderthatyoucreatedappearinthelisttwice?

Answer: Astheyhavedifferentship-toparties(androutes),thetwoitemsin

theordermustbeprocessedfurtherusingtwoseparateoutbounddeliveries.

4. Viawhichrouteswilltheoutbounddeliveriesbeshipped?

_____________ _____________

a) R00025 and R00030

5. Selectonlythoselineswhichcomefromthetwoordersyoucreatedinthe

previous exercises for this unit.

Continued on next page

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Triggerprocessingoftheselectedworklistinthebackground.

Hint: Choose Background.

a) SelecttherelevantlinesandchooseBackground.

6. Displaythecollectiveprocessinglog. Recordthegroupnumberunderwhich

the system log is managed.

Groupnumber: ________________________________________

Hint: ChooseLog fordelivery creation.

a) Thegroupnumber isdisplayed in thelog. ChooseLogfordelivery

creation.

7. Howmanyoutbounddeliverieshavebeencreated?

Numberofoutbounddeliveries: _______________________________

a) Threeoutbound deliverieswere created

8. Determinethedocumentnumbersoftheoutbounddeliveries.

_____________ __________________________

Hint: Choose Documents.

a) ChooseDocumentsandrecordthedocumentnumbers.

Task 2:

Picktheoutbounddeliveriesyoujustcreatedusingcollectiveprocessing.

1. Select all of the outbound deliveries for picking that meet the following

criteria:

Shipping point: Z0##

Pickdate: fromstartofthisweektotodayinfourweeks

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SCM600 Lesson: Collective Processing in Sales and Distribution

Route: see delivery list exercise

Hint: Use the transaction

Logistics→SalesandDistribution→ShippingandTransportation

→ Picking→ Create Transfer Order → Via Outbound Delivery

Monitor

Hint: Alternatively,youcanenterthegroupnumberthathasbeen

defined by the system for the collective processing log for this

delivery list.

a) Logistics→SalesandDistribution→ShippingandTransportation→

Picking→CreateTransferOrder→ViaOutboundDeliveryMonitor

Routes: R00025 and R00030

2. From the list, select those outbound deliveries that were created during

processing of the delivery list.

Picktheseoutbounddeliverieswithoutbranchingintothetransferordersand

allowthesystemtowritethepickedquantitiesintotheoutbounddelivery

documents automatically.

Adoptpickingquantity: 1(includepickingquantitiesinthedelivery)

Hint: ChooseCreate TO inbackground.

a) Choose Create TO in background.

3. Checktheoutbounddeliveryanddeterminewhetherpickinghasbeencarried

out successfully.

Comparethedeliveryquantitieswiththepickedquantitiesinoneofyour

outbounddeliveries. Isthereadifferencebetweenthequantities?

____________________________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation

→OutboundDelivery→Display→Picking

4. Checktheoverallstatusoftheoutbounddelivery.

Overallpickingstatus: ___________________________

OverallstatusofWMactivities: ___________________________

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Overallstatusofgoodsissue: ___________________________

Hint: Displaytheoutbounddeliveryandchoose

→ Goto → Header → Processing

a) Overall picking status: C fully picked

OverallstatusofWMactivities: CWM-TOconfirmed

Overallstatusofgoodsissue: Anotyetstarted

Task 3:

Postgoodsissueforyouroutbounddeliveriesusingcollectiveprocessing.

1. Selectfromtheoutbounddeliveriesreadytopostthat meet thefollowing

criteria:

Shipping point: Z0##

Plannedgoodsmovement date: fromstart ofthisweek totodayin four

weeks

Route: R00025 and R00030

Hint: Use the transaction

Logistics→SalesandDistribution→ShippingandTransportation

→ Post Goods Issue → Collective Processing Via Outbound

Delivery Monitor

a) Logistics→SalesandDistribution→ShippingandTransportation

→PostGoodsIssue→CollectiveProcessingViaOutboundDelivery

Monitor

2. From the list , select those outbound deliveries that were created during

processing of the delivery list.

Post the goods issue.

a) SelecttherelevantoutbounddeliveriesandchoosePostgoodsissue.

3. Check theoutbound delivery anddeterminewhether goodsissue posting

has been carried out successfully.

Checktheoverallstatusoftheoutbounddelivery.

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SCM600 Lesson: Collective Processing in Sales and Distribution

Overallstatusofgoodsissue: _________________________________

Hint: Displaytheoutbounddeliveryandchoose→Goto→Header

→ Processing.

a) Overallstatusof goodsissue: Ccompleted

Task 4:

Process your billing due list.

1. Selecttheoutbounddeliveriesdueforbillingthatmeetthefollowingcriteria:

Billingdate: fromstartofthisweektotodayinfourweeks

Sales organization: 1000

Shipping point: Z0##

Sold-to party: T-S50A## and T-S50B##

Hint: UsethetransactionLogistics→Salesand Distribution→

Billing→BillingDocument→ProcessBillingDueList

a) Logistics→SalesandDistribution→Billing→BillingDocument→

Process Billing Due List

2. From the list, select those outbound deliveries that were created during

processing of the delivery list.

Testtoseewhattheresultofprocessingthebillingduelistwouldbe.

Hint: Choose Simulation.

a) Choose Simulation.

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

3. Comparetwodocumentstoseewhytheitemsfromtheseoutbounddeliveries

cannot beputtogetherintoonebillingdocument.

Hint: SelecttwodocumentsandchooseSplitanalysis.

a) Select two documents and choose Split analysis. The following

documentinformationcouldaffectabillingsplit:

• Sold-to party and payer

• Reference and assignment number

• Sales tax – identification number

• Incoterms parts 1 and 2

4. Returntothebillingduelistandcreatethebillingdocumentsusingcollective

processing.

a) GobacktotheProcessbillingduelistscreenandchooseSave.

5. Recordthelognumberfor collectiveprocessing.

Groupnumber: _________________________________________

a) Record the group number from the log.

6. Reviewthelogtoseehowmanybillingdocumentshavebeencreated.

Number: __________________________________________

Record the billing document numbers:

_____________ __________________________

a) Threebillingdocumentshavebeencreated. ChooseDocuments.

7. Checkoneofthebillingdocumentscreatedtoseewhetherthesalesprocess

could be completed as requested. Use the document flow for the billing

document.

Is the sales process completed?

____________________________________________________________

Why?

____________________________________________________________

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SCM600 Lesson: Collective Processing in Sales and Distribution

____________________________________________________________

a) Logistics→SalesandDistribution→Billing→Billing Document

→ Display

Choose Document flow.

The sales process is completed because the accounting documents

werecreatedautomaticallybythesystemwhenthebillingdocument

wasposted. Clearingtheaccountingdocumentsispartoftheprocess

in financial accounting.

Task 5:

Issue an invoice on the screen.

1. Reviewtheinvoiceprintouttodeterminewhether thedeliveryconditions

andpayment conditionsarecorrectontheform.

Choose output typeRD00and printer LP01.

a) Logistics→SalesandDistribution→Billing→Billing Document

→ Display

Billingdocument→IssueOutputTo→Screen

ChooseMessageTypeRD00andthenPrintPreview.

Paymentconditionsanddeliveryconditionsareprintedabovetheitems

in the invoice.

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Unit4: SalesandDistributionProcesses–DataDeterminationandCollective

Processing SCM600

Lesson Summary

You should now be able to:

• Combine andcollectively processsales ordersduefor outbound delivery

in one step

• Combineandcollectivelyprocessdocumentsdueforbillinginonestep

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SCM600 Unit Summary

Unit Summary

You should now be able to:

• Triggerdifferentsalesprocessesbychoosingsuitablesalesdocumenttypes

• Explainhowthedeliveringplant,shippingpointandroutearedetermined

automatically

• Givethecustomersdeliverydatesautomaticallydeterminedinthesystem

and be able to look at scheduling in detail

• Combineandcollectively process salesordersdue for outbound delivery

in one step

• Combineandcollectivelyprocessdocumentsdueforbillinginonestep

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UnitSummary SCM600

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Unit 5

Availability Check

Unit Overview

Thisunitdescribestheroleoftheavailabilitycheckwithinsalesanddistribution

documents. Italsoprovidesabriefoverviewof“transportationprocessing”.

Unit Objectives

After completing thisunit, you will beableto:

• Describethebasicprinciplesandfunctionoftheavailabilitycheck

• Usetheavailabilitycheckaspartoforderprocessing

• Explain thefunctionof theshipmentdocument

• Describehowshipmentcostsarebilledtothecustomer

• Explainhowfinancialinformationistransferredfromthebillingdocument

into the accounting document

Unit Contents

Lesson: Basics..................................................................200

Lesson: Sample Scenarios....................................................207

Exercise 8: Availability Check ............................................215

Lesson: Transportation Processing ..........................................231

Exercise 9: Transportation Processing..................................235

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Unit5: AvailabilityCheck SCM600

Lesson: Basics

Lesson Overview

Thislessonintroducesyoutothebasicprinciplesoftheavailabilitycheck.

Lesson Objectives

After completingthislesson, you will beable to:

• Describethebasicprinciplesandfunctionoftheavailabilitycheck

Business Example

• Youwanttocreateordersformaterials,forwhichthereisinsufficientstock

• Tobeabletodothis,youneedtochecktheavailablestockandmayrequire

informationontheearliestpossibledeliverydates

Basics

Figure 74: Availability Check in the Sales Order

OntheSalesandDistributiontabpageinthematerialmasteryoucan: enterin

Gen./Plantintheavailabilitycheckfield,whichand/orwhattypeofavailability

checkshouldbecarriedoutforthismaterialduringorderprocessing.

TherearealsovarioussettingsinCustomizingthatinfluencetheprocessflowof

the availability check.

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SCM600 Lesson: Basics

Figure 75: Material Availability Date Check

The materialavailabilitydateisdetermined fromdelivery scheduling. On this

date,enoughmaterialhastobeavailableintimefordeliverytothecustomerfor

their requested delivery date.

Thesystemcalculatesthisdate,workingbackwardsfromthecustomer’srequired

delivery date.

The system calculates the time required for picking, packing, loading and

transporting the goods.

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Unit5: AvailabilityCheck SCM600

Figure 76: Check at Plant Level

Thesystemaccessesinformationinthefollowingordertoproposethestandard

delivering plant:

1. Customer-material information

2. Ship-to party customer master record

3. Material master record

If you enter the delivering plant manually during order processing, your entry

will overwrite the default value.

In customer-material info, you can maintain the value proposal for a specific

material for a customer.

You can find the delivering plant in the material master on the Sales and

Distributiontabpage: SalesOrg. 1. Deliveringplant

YoucanfindthedeliveringplantinthecustomermasterontheShippingtabpage:

Figure 77: Control of Availability Check

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SCM600 Lesson: Basics

InCustomizing,youcanconfigurewhichelementsareincludedinanavailability

check. Inthisway, youdefinewhichtypesofstock(for example, safetystock,

stock intransfer or stock in quality inspection), which inward movements(for

example, purchase or production orders), and which outward movements (for

example, sales orders, reservations from Materials Management) should be

included in the check.

Figure 78: Requirements transfer

Communicationbetweensales and distribution and procurement iscarried out

via requirements.

Thetransferofrequirementstypecaninfluencetheavailabilitycheck.

The employee responsible for materials planning receives information about

sales orders in the system and the quantities that SD needs in order to deliver

these orders.

The material for the order can come from in-house production or external

procurement.

If there is insufficient material available, purchase orders can be made via

materials planning.

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Unit5: AvailabilityCheck SCM600

Figure 79: Complete and Partial Deliveries

Anyagreementsyoumadewiththecustomeraboutdeliveriesalsoaffecttheresult

of the availability check.

Depending on the agreements for partial/complete delivery in the customer

salesorder,youcandeliveranorderinonecompletedeliveryorseveralpartial

deliveries.

Inacompletedelivery,allitemswiththeorderquantitiesaredelivered.

Forpartialdeliveriesyoucandistributeitemsorquantitiesofoneorderonseveral

deliveries.

Figure 80: Partial Delivery Agreement

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SCM600 Lesson: Basics

The indicator for controlling complete/partial deliveries is proposed from

the customer master record. The proposal for the item level comes from the

customer-materialinfo,ifacustomerandmaterialagreementhasbeenmaintained

there. Theseindicatorscanbemanuallychangedduringsalesorderentry.

Thecustomermayrequire,forexample,acompletedeliverywhichmeansthatall

theitemsinthesalesordershouldbedeliveredtogether. Ifthecustomeragreesto

apartialdelivery,theordercanbemetinseveraldeliveries.

Ifyouchoose“Completedelivery”,youcandeterminethatalltheitemsinawhole

ordermustbedeliveredtogether. Atitemlevel,youcanalsodecidewhetheryou

cansplitthedeliveryquantities. Thefollowingpartialdeliveryagreementsexist:

• _ Partial delivery allowed

• ACreatea deliverywith qtygreater than zero

• BCreateonlyonedelivery(alsowithquantity=0)

• C Only complete delivery allowed

• D No limit to subsequent deliveries

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