SCM600_EN_Col81_FV_Part_A4 (第7页)

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UnitSummary SCM600

Unit Summary

You should now be able to:

• Describethebasicprinciplesandfunctionoftheavailabilitycheck

• Usetheavailabilitycheckaspartoforderprocessing

• Explain thefunctionof theshipmentdocument

• Describehowshipmentcostsarebilledtothecustomer

• Explainhowfinancialinformationistransferredfromthebillingdocument

into the accounting document

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Unit 6

Make-To-Order

Unit Overview

This unit first explains the function of the item category. It then looks at the

inquiry/quotationpresalesdocumentsandprovidesasampleprocessillustrating

sales order processing.

Unit Objectives

After completing thisunit, you will beableto:

• Describe presales activities

• Use inquiries and quotations

• Explain key functions of item categories

• Trackthestatusofassemblyordersformake-to-ordersalesorders

• Pack items in an outbound delivery

Unit Contents

Lesson: Presales Processing .................................................248

Lesson: Function of the Item Category ......................................252

Exercise 10: Presales Processes and the Item Category.............255

Lesson: Assembly Processing................................................266

Exercise 11: Assembly Processing ......................................273

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Unit6: Make-To-Order SCM600

Lesson: Presales Processing

Lesson Overview

This lesson covers inquiries and quotations.

Lesson Objectives

After completingthislesson, you will beable to:

• Describe presales activities

• Use inquiries and quotations

Business Example

• Before placing an order, the customer wants to find out about material

prices and delivery times.

• Youmakethecustomeraquotationforthematerialsoffered.

• Thecustomeracceptsthequotationandplacesanorder.

Presales Processing

Figure 94: Sales Support Tasks

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SCM600 Lesson: Presales Processing

Support for the employees in Sales and Distribution and Marketing for all the

activitiesinvolvedinacquiringandtakingcareofcustomers. Youcanimplement

thefollowingactivitiesintheSalesSupportSystem:

• Prepareinformationaboutcustomers,prospectivecustomers,contactpeople,

competitors, and their products.

• Managesalesactivities,suchastelephonecallsandcustomervisits

• Carry out direct mailing campaigns

• Direct access to the Sales Information System (SIS) with a wide range

of evaluations for thingssuch assalesvolumefigures and the number of

incoming orders.

Figure 95: Presales Documents

Youreceiveinquiriesfromyourcustomersaboutmaterialpricesordeliverytimes.

You use a quotation to provide your customers the relevant information

(referencing the inquiry is optional).

Figure 96: Document Flow in the Presales Phase

Inthestandardsystem,theinquiryistakenasbeingcompletelyreferencedassoon

asthecustomerreceivesaquotationreferringtotheinquiry.

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Unit6: Make-To-Order SCM600

A quotation can bereferenced for aslongasit takes for the full amount or the

validity date to be reached.

The document flow in the presales phase can comprise both inquiries and

quotations. Ifacustomeracceptsaquotation,thesalesorderfollows.

Youcanalsocreatequotationswithouthavinganinquiryfromacustomer.

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SCM600 Lesson: Presales Processing

Lesson Summary

You should now be able to:

• Describe presales activities

• Use inquiries and quotations

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Unit6: Make-To-Order SCM600

Lesson: Function of the Item Category

Lesson Overview

Thislessonintroducesyoutotheitemcategory,whichisakeycontrolinstrument.

Lesson Objectives

After completingthislesson, you will beable to:

• Explain key functions of item categories

Business Example

• Theitemcategoryisakeyinstrumentforcontrollingsalesanddistribution

processes.

Function of the Item Category

Figure 97: Item Categories

Itemcategoriesprovideadditionalcontrolfunctionsforthesalesdocuments.

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SCM600 Lesson: Function of the Item Category

An item category can influence, for example:

• Whether thesystem runs automaticpricing

• Whether the item appears on an invoice

• Whichfieldsarerecordedintheincompletionlogiftheywerenotentered

in the order

• Which partner functions belong to the item

• Which text types belong to the item

• Whether the item appears on a delivery

• Whetheryoucancreateschedulelinesfortheitem

Figure 98: Item Category Determination Normal Item

Theitemcategoryinthesalesdocumentisfoundusingthesalesdocumenttype

andtheitemcategorygroupfromthematerialmaster,forexample.

TheitemcategorygroupismaintainedinthematerialmasterontheSales: sales

org. 2 tab page.

Anotheritemcategoryfromtheoneinthestandardorderisfoundforamaterial

with the item category group NORM.

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Unit6: Make-To-Order SCM600

Figure99: ItemCategoryDeterminationintheStandardOrder

Anotheritemcategorythanthatforamaterialwithitemcategorygroup0001is

foundforamaterialwiththeitemcategorygroupNORM.

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SCM600 Lesson: Function of the Item Category

Exercise 10: Presales Processes and the

Item Category

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Process inquiries and quotations

• Understand item category determination.

Business Example

You receive a customer inquiry about motorbikes. You can use this inquiry to

create a quotation. Information defined in the quotations, such as prices and

deliveryconditions,isbindingandvalidforaspecificperiod.

Task 1:

Create an inquiry.

1. Youreceiveawritteninquiryfromacustomerforamotorbike. Youwantthe

inquirytobeprocessedbythe endofthemonth.

Request

Customer: T-S50A## Motomarkt Heidelberg

WepurchasedmotorbikeT-AS3##fromyoulastyear. Weareinterestedin

purchasing 3 more. Would you please make a quotation for us?

Hint: Tocreateinquiries,chooseLogistics→SalesandDistribution

→ Sales → Inquiry → Create.

DuringinquirycreationthefieldValidtoisenteredasaprocessing

deadlineandisalsousedlaterinquotationprocessing.

Createtheinquiryand writedownthenumber.

___________________________________

Continued on next page

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Unit6: Make-To-Order SCM600

Task 2:

Create a quotation.

1. The next dayyouprocessthe inquiriesreceived. First of all you createa

list of all inquiries for customerT-S50A##, that need to be processed by

the end of the month.

Hint: To create quotation lists, choose

Logistics→SalesandDistribution→Sales→InformationSystem

→ Inquiries → Inquiries List

2. Create a quotation for the inquiry.

Asthereiscurrentlyalot ofdemandforthismotorbike,youonlywantto

offerthecustomer2units. Thequotationshouldbevalidfromtodayuntil

theendofnextmonth. Createthequotationandwritedownthenumber.

___________________________________

Hint: Createthequotation(documenttypeQT)withreferencetothe

inquiryusingthemenupathLogistics→SalesandDistribution→

Sales→Quotation→Create. ChooseCreatewithReference.

Task 3:

Createanorder withreferenceto thequotation.

1. Customer T-S50A## orders 1 unit of motorbike T-AS3## as a result of

the quotation.

Purchase order from the quotation

Customer: T-S50A##

Purchase order number: 8-131

Requested delivery date: in 10 days

Material Quantity

T-AS3## 1

Createthestandardorderandwritedownthenumber.

___________________________________

Continued on next page

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Material	Quantity
T-AS3##	1

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SCM600 Lesson: Function of the Item Category

Task 4:

Determinethereferencestatusfortheitemsintheinquiryandthequotationfrom

the previous exercises.

Hint: Thestatusoverviewfortheindividualdocumentscanbedisplayed

from the document flow.

1. Displaythereferencestatusfortheiteminthequotation.

__________________________________________________

2. Displaythereferencestatusfortheitemintheinquiry.

__________________________________________________

Task 5:

Questions on the presales documents.

1. Namesomeofthedifferencesbetweenaninquiryandaquotation.

__________________________________________________________

2. Doesaninquiryhavetobesetupbeforeaquotationcanbecreated?

__________________________________________________________

3. Doesautomaticpricingtakeplaceduringentryofquotationsorinquiries?

__________________________________________________________

4. Doyouhavetheoptionofcarryingouttheavailabilitycheckinaninquiryor

a quotation as you do in the sales order?

__________________________________________________________

Task 6:

Howistheitemcategoryfoundinthesalesdocument?

1. Display the last inquiry processed and write down which item category

has been found.

__________________________________________________________

Continued on next page

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Unit6: Make-To-Order SCM600

2. Basedonwhichcriteriaistheitemcategoryinthesalesdocumentusually

found?

__________________________________________________________

3. Candifferentitemsbecreatedinanorderwithdifferentitemcategories?

__________________________________________________________

4. Can you set an item in an inquiry so that it isnot relevant for billingand

thatanitem inasales order isrelevantfor billing, dependingontheitem

category?

__________________________________________________________

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SCM600 Lesson: Function of the Item Category

Solution 10: Presales Processes and the

Item Category

Task 1:

Create an inquiry.

1. Youreceiveawritteninquiryfromacustomerforamotorbike. Youwantthe

inquirytobeprocessedbythe endofthemonth.

Request

Customer: T-S50A## Motomarkt Heidelberg

WepurchasedmotorbikeT-AS3##fromyoulastyear. Weareinterestedin

purchasing 3 more. Would you please make a quotation for us?

Hint: Tocreateinquiries,chooseLogistics→SalesandDistribution

→ Sales → Inquiry → Create.

DuringinquirycreationthefieldValidtoisenteredasaprocessing

deadlineandisalsousedlaterinquotationprocessing.

Createtheinquiryand writedownthenumber.

___________________________________

a) Logistics→SalesandDistribution→Sales→Inquiry→Create

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Continued on next page

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Unit6: Make-To-Order SCM600

Task 2:

Create a quotation.

1. The next dayyouprocessthe inquiriesreceived. First of all you createa

list of all inquiries for customerT-S50A##, that need to be processed by

the end of the month.

Hint: To create quotation lists, choose

Logistics→SalesandDistribution→Sales→InformationSystem

→ Inquiries → Inquiries List

a) Logistics→SalesandDistribution→Sales→InformationSystem→

Inquiries → Inquiries List

Sold-to party T-S50A##

2. Create a quotation for the inquiry.

Asthereiscurrentlyalot ofdemandforthismotorbike,youonlywantto

offerthecustomer2units. Thequotationshouldbevalidfromtodayuntil

theendofnextmonth. Createthequotationandwritedownthenumber.

___________________________________

Hint: Createthequotation(documenttypeQT)withreferencetothe

inquiryusingthemenupathLogistics→SalesandDistribution→

Sales→Quotation→Create. ChooseCreatewithReference.

a) Logistics→SalesandDistribution→Sales→Quotation→Create

Choose Create with Reference.

Enter the inquiry number.

Choose Item Selection.

Change the quantity to 2 units.

Choose Copy.

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 3:

Createanorder withreferenceto thequotation.

1. Customer T-S50A## orders 1 unit of motorbike T-AS3## as a result of

the quotation.

Continued on next page

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SCM600 Lesson: Function of the Item Category

Purchase order from the quotation

Customer: T-S50A##

Purchase order number: 8-131

Requested delivery date: in 10 days

Material Quantity

T-AS3## 1

Createthestandardorderandwritedownthenumber.

___________________________________

a) Logistics→SalesandDistribution→Sales→Order→Create

Choose Create with Reference.

Enter the quotation number.

Choose Item Selection.

Change the quantity to 1 unit.

Choose Copy.

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 4:

Determinethereferencestatusfortheitemsintheinquiryandthequotationfrom

the previous exercises.

Hint: Thestatusoverviewfortheindividualdocumentscanbedisplayed

from the document flow.

1. Displaythereferencestatusfortheiteminthequotation.

Continued on next page

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Material	Quantity
T-AS3##	1

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Unit6: Make-To-Order SCM600

__________________________________________________

a) Logistics→SalesandDistribution→Sales→Inquiry→Display→

Environment→ Displaydocument flow

PositionthecursoronInquiry→chooseStatusoverview

Expand Item 10

Reference status: fully referenced

The reference status for the inquiry states that it is completely

referenced,althoughonly2fromthe3unitshavebeencopiedintothe

quotation. Inthestandardsystemaninquiryitemismarkedasfully

referenced assoonasat least apartialquantityof theitemhasbeen

copied to a quotation.

2. Displaythereferencestatusfortheitemintheinquiry.

__________________________________________________

a) Logistics→SalesandDistribution→Sales→Quotation→Display

→ Environment →Displaydocument flow

PositionthecursoronQuotation→chooseStatusoverview

Expand Item 10

Reference status: partially referenced

The reference status for the quotation states that it is partly

referenced, as only part (1 piece) was copied from the quotation

amount (2 pieces) into the sales order. In the standard system a

quotationitemismarkedasfullyreferencedonlywhenthefullquantity

has been copied.

Task 5:

Questions on the presales documents.

1. Namesomeofthedifferencesbetweenaninquiryandaquotation.

__________________________________________________________

Continued on next page

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SCM600 Lesson: Function of the Item Category

__________________________________________________________

a) Inquiriesarecustomerrequestsforthesalesanddistributionconditions

ofamaterial(price,deliverydate,etc). Youprovideyourcustomerthe

relevant information using quotations.

For inquiries, thevaliditydate isused inthesystemas aprocessing

deadlineforananswertotheinquiry. Quotationsarelegallybinding

during the customer validity period.

2. Doesaninquiryhavetobesetupbeforeaquotationcanbecreated?

__________________________________________________________

a) NoQuotationswithoutreferencetoaninquirycanalsobecreated.

3. Doesautomaticpricingtakeplaceduringentryofquotationsorinquiries?

__________________________________________________________

a) YesAutomaticpricingtakesplace(dependentonCustomizing)during

inquiry and quotation creation.

4. Doyouhavetheoptionofcarryingouttheavailabilitycheckinaninquiryor

a quotation as you do in the sales order?

__________________________________________________________

a) YesAnavailabilitycheckiscarriedoutduringinquiryandquotation

entry in the same way as during sales order entry (dependent on

Customizing).

Task 6:

Howistheitemcategoryfoundinthesalesdocument?

1. Display the last inquiry processed and write down which item category

has been found.

__________________________________________________________

a) Logistics→SalesandDistribution→Sales→Inquiry→Display

TheitemcategoryAFNforInquiryitemisontheSalestabpage.

2. Basedonwhichcriteriaistheitemcategoryinthesalesdocumentusually

found?

__________________________________________________________

Continued on next page

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Unit6: Make-To-Order SCM600

__________________________________________________________

a) The item category is found dependent on the sales document type

(inquiry,quotation,standardorder,...) andtheitemcategorygroupof

the material master.

3. Candifferentitemsbecreatedinanorderwithdifferentitemcategories?

__________________________________________________________

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

categories.

4. Can you set an item in an inquiry so that it isnot relevant for billingand

thatanitem inasales order isrelevantfor billing, dependingontheitem

category?

__________________________________________________________

a) YesBillingrelevance,pricing,deliveryrelevanceandincompleteness

control, for example, can beset in Customizing, dependent on item

categories.

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SCM600 Lesson: Function of the Item Category

Lesson Summary

You should now be able to:

• Explain key functions of item categories

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Unit6: Make-To-Order SCM600

Lesson: Assembly Processing

Lesson Overview

ThislessoncontainsasampleprocesstodemonstratecollaborationbetweenSales

and Distribution and Production.

Lesson Objectives

After completingthislesson, you will beable to:

• Trackthestatusofassemblyordersformake-to-ordersalesorders

• Pack items in an outbound delivery

Business Example

• The customer orders a petrol tank that is specially manufactured for his

own requirements.

• ThisrequirescooperationbetweenSalesandDistributionandManufacturing.

• Beforethepetroltankisdelivered,itmustbepacked.

Assembly Processing

Figure 100: Make-To-Order Flow

Make-to-orderproductionischaracterizedbythefactthatmaterialsarenotstored

inthewarehousebutproducedespeciallyforaparticularsalesorder.

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SCM600 Lesson: Assembly Processing

Anindividualcustomerrequirementisgeneratedfromthesalesorderitemand

transferred to materials planning (PP).

Youcanusematerialsplanningtoplanrequirements. Oncethishasbeendone,

productioniscarriedout. Aftertheproducthasbeenmanufactured,youpostitby

goodsreceipttosalesordersstockspecificallyforthissalesorderitem.

Assoonasthedeliveryisdue, youcanenterthedeliveryinSDandpostgoods

issue. Thisreducesthesalesorderstock. ThenyouenterabillingdocumentinSD.

Figure101: Make-To-OrderProductionwithoutAssemblyProcessing

Therequirementquantity(plannedindependentrequirements),deliverydateand

configuration specifications are transferred from the sales order to materials

planningasan individual customer requirement.

Youthenuseaplanningruntogenerateaplannedorder. Here, billsofmaterial

are exploded and dependent requirements for the assemblies and components

are generated.

Assoonasproductioncanstart,youcreateaproductionorderfromtheplanned

order.

Thesystemreturnstheconfirmedquantityanddeliverydatefromtheproduction

order to the sales order.

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Unit6: Make-To-Order SCM600

Figure102: Make-To-OrderProductionwithAssemblyProcessing

The individual components for the final product have already been produced

formake-to-orderproductionwithassemblyproduction. Youthenonlyneedto

assemblethecomponentsaccording tothecustomer’swishes. Thismeansyou

needjustaone-levelbillofmaterialexplosionandyoudonotneedtogenerate

dependent requirements.

Thismeansthatyoudonotneedaplanningrunat thispoint for make-to-order

productionwithassemblyprocessing. Youcancreateaproductionorderdirectly

from the sales order.

Thesystemreturnstheconfirmedquantityanddeliverydatefromtheproduction

order to theschedulelines in the sales order.

Any changes made to the confirmed schedule lines or the delivery date are

immediatelyvisibleinthesalesorderand/orintheproductionorder.

Figure 103: Cost Management per Item

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SCM600 Lesson: Assembly Processing

Insalesorderprocessing, thecostsandsalesrevenuefor asalesorderitemare

collectedinacontrollingobjectforthatitemandsettledinaprofitabilityanalysis.

Pricinginthesalesorderdeterminestheplannedsalesrevenues(netvalue2)and

theactualsalesrevenueispostedinthebillingdocument.

The planned costs are compared to the revenues. They arise from product or

unitcosting,orfromthevaluationpriceinthematerialmaster(standardpriceor

moving average price).

Theactualcostsarecalculatedfromthewithdrawal,productionorders, internal

activity allocation and surcharges.

Theaccruedactualsalesrevenuesandcostsaresettledintheprofitabilityanalysis

to determine the profit or loss.

Figure 104: Packing

During packing, delivery items can be assigned to packaging materials. The

handling units created by this can then be packed in additional packaging

materials.

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Figure 105: Delivery from Sales Order Stock

Afterthematerialhasbeenproduced, itispostedasagoodsreceipttothesales

order stock.

Salesorderstockisspecialstockwhichcanbeusedonlyforthespecialsalesorder.

Duringgoodsissueofthedelivery,thesalesorderstockisreducedaccordingly.

Figure106: AssemblyProcessingwithVariantConfiguration-Example

Whentheattributesofamaterialarenotpredefinedandtherearemanypossible

variations, you can define them in the sales order in the context of a variant

configuration.

Aconfigurationprofilemustexistforeveryconfigurablematerial. Youuseitto

define specificattributesof the configuration.

The material is assigned to one or moreclasses in the configuration profileor

in the material master.

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SCM600 Lesson: Assembly Processing

Each class contains one or more characteristics which represent the variable

attributes of the material.

Youcandefinethepossiblevalues(characteristicvalues)foreachcharacteristic.

You can maintain surcharges/discounts for characteristic values, which affect

pricing.

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SCM600 Lesson: Assembly Processing

Exercise 11: Assembly Processing

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Understand the make-to-order process

• Pack items into the outbound delivery.

Business Example

A customer orders a specially lacquered petrol tank from you in accordance

with his own personal requirements. You also send him assembly instructions

andgo-fasterstripesforhiscar. Theindividualmaterialsshouldbepackedinto

a carton for shipping.

Task 1:

Process make-to-order production.

1. Thecustomerordersapetroltankforhismotorbike. Hehasrequestedthat

youlacquerandassemblethetankbeforeitisdelivered. Thematerialmaster

T-FS1##, a bill of material and a work plan have already been created.

Createastandardorderbasedontheexistingpurchaseorder.

Purchase order

Customer: T-S50A##

PO number: 8-311

Requested delivery date: in 10 days

Material

T-FS1##

Quantity

Hint: Do not save the order yet!

Continued on next page

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Unit6: Make-To-Order SCM600

2. YougiveoutassemblyinstructionsT-AS7##andgo-fasterstripesT-AS8##

freeof chargewith the petrol tank. Therefore, enterbothmaterialsin the

above sales order as well.

Hint: As you want to make it clear in the sales order that both

materials belong to petrol tank T-FS1##, enter both items under

the higher-level item 10.

Forlower-levelitems,enter10intheItemOverviewfield.

3. Whatitemcategoriesdothethree itemshave?

4. What is the net price of the three items?

5. Savethesalesorderandwritedown thenumber.

________________________________________

Task 2:

1. Displaythesalesorderthatyoucreatedintheprevioustask.

ChecktheprocurementdataforpetroltankT-FS1##onthescheduleline

for item 10.

Hint: Toreachtheprocurementdataforthescheduleline,choose

SchedulelineforitemandthenProcurement.

Write down the numberof theassemblyorder.

______________________________________

2. Display theassembly order header. Notethe basicdatesfor thestart and

finish of the assembly order.

Continued on next page

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SCM600 Lesson: Assembly Processing

______________________________________

3. Whichdateinthesalesorder correspondstotheenddateintheassembly

order?

Task 3:

The customer informs you that he would like to have petrol tank T-FS1##

delivered 8 days later. Change the requested delivery date for item 10

accordingly in the sales order.

1. Write down what effects the assigned items 11 and 12 will have on the

requested delivery date.

_________________________________________________________

2. DisplaytheassemblyorderheaderforpetroltankT-FS1##(item10). Write

down how the end date has changed.

_______________________________________________________

Hint: Todisplaytheassemblyorderfromthesalesorder, choose

Schedulelinesforitem→Procurement→Headerinthesalesorder.

Continued on next page

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Unit6: Make-To-Order SCM600

Task 4:

Enter the goods receipt.

1. Productiongivesyounoticethatthepetroltankisassembled. Inmaterials

management,enterthegoodsreceiptfortheassemblyorderinthesalesorder

stock in plant 1000, storage location 0001.

Hint: Toenterthegoodsreceiptinmaterialsmanagement,choose:

Logistics→MaterialsManagement→InventoryManagement→

GoodsMovement→GoodsReceipt→ForOrder

Movement Type 101

OrderAssemblyordernumber(seeexercise2-1)

Plant 1000

Storage location 0001

2. DisplaythesalesorderstockinthestockoverviewformaterialT-FS1##in

plant 1000.

Hint: To display the stock overview in materials management,

choose Logistics → Materials Management → Inventory

Management→Environment→Stock→StockOverview.

Howmanypiecesarethereinthesalesorderstock?

__________________________

Task 5:

Process shipping.

1. Entertheoutbounddeliveryfortheprevioussalesorderandpacktheitems.

Hint: Tobeabletoentertheoutbounddeliveryatanearlierdate,set

theselectiondate20daysintothefuture. UseshippingpointZ0##.

Packthreeitemsin packaging materialPK-096.

Savetheoutbounddeliveryandwritedowntheordernumber.

_______________________________________________

2. Pick the delivery and post thegoods issue.

(Warehouse number 010)

Continued on next page

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SCM600 Lesson: Assembly Processing

3. Toconclude,displaythesalesorderstockinthestockoverviewformaterial

T-FS1##inplant1000. Howmanypiecesarethereinthesalesorderstock?

___________________________

Hint: To display the stock overview in materials management,

choose:

Logistics→MaterialsManagement→InventoryManagement→

Environment →Stock→StockOverview

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Unit6: Make-To-Order SCM600

Solution 11: Assembly Processing

Task 1:

Process make-to-order production.

1. Thecustomerordersapetroltankforhismotorbike. Hehasrequestedthat

youlacquerandassemblethetankbeforeitisdelivered. Thematerialmaster

T-FS1##, a bill of material and a work plan have already been created.

Createastandardorderbasedontheexistingpurchaseorder.

Purchase order

Customer: T-S50A##

PO number: 8-311

Requested delivery date: in 10 days

Material

T-FS1##

Quantity

Hint: Do not save the order yet!

a) Logistics→SalesandDistribution→Sales→Order→Create

2. YougiveoutassemblyinstructionsT-AS7##andgo-fasterstripesT-AS8##

freeof chargewith the petrol tank. Therefore, enterbothmaterialsin the

above sales order as well.

Hint: As you want to make it clear in the sales order that both

materials belong to petrol tank T-FS1##, enter both items under

the higher-level item 10.

Forlower-levelitems,enter10intheItemOverviewfield.

a) Enter sub-items.

Forsub-items,enter10intheItemOverviewfield.

Continued on next page

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SCM600 Lesson: Assembly Processing

3. What itemcategoriesdo thethreeitemshave?

Answer: Item 10: MTOProduction TAK

Item 11:free item TANN

Item 12: free item TANN

4. What is the net price of the three items?

Answer: Item 10: 297

Item 11: 0

Item 12: 0

5. Savethesalesorderand writedownthenumber.

________________________________________

a) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 2:

1. Displaythesalesorderthatyoucreatedintheprevioustask.

ChecktheprocurementdataforpetroltankT-FS1##onthescheduleline

for item 10.

Hint: Toreachtheprocurementdataforthescheduleline,choose

SchedulelineforitemandthenProcurement.

Writedown thenumber of theassemblyorder.

______________________________________

a) Logistics→SalesandDistribution→Sales→Order→Display

Item 10: Choose Schedules lineforitem

Choose Procurement.

The document number for the assembly order has been assigned

internally.

2. Display theassembly order header. Note the basic datesfor thestart and

finish of the assembly order.

______________________________________

Continued on next page

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Unit6: Make-To-Order SCM600

______________________________________

a) Choose Header.

Theendandstartdateshavebeencalculatedbythesystem. Backward

scheduling for the assembly order is carried out on the basis of the

workplansforthematerial (petrol tank). Backscheduling iscarried

outfromthesalesordermaterial stagingdate.

3. Whichdateinthesalesordercorrespondstotheenddateintheassembly

order?

Answer: Theend dateof the assembly order correspondstothematerial

staging date in the sales order.

Task 3:

The customer informs you that he would like to have petrol tank T-FS1##

delivered 8 days later. Change the requested delivery date for item 10

accordingly in the sales order.

1. Write down what effects the assigned items 11 and 12 will have on the

requested delivery date.

_________________________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Change

Item10: Changerequireddeliverydateto8daysinthefuture.

Therequireddeliverydateforitems11and12changesaccordingtothe

dateinitem10,astheyaresubordinatetothisitem.

2. DisplaytheassemblyorderheaderforpetroltankT-FS1##(item10). Write

down how the end date has changed.

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SCM600 Lesson: Assembly Processing

_______________________________________________________

Hint: Todisplaytheassemblyorderfromthesalesorder, choose

Schedulelinesforitem→Procurement→Headerinthesalesorder.

a) Logistics→SalesandDistribution→Sales→Order→Display

Item 10: ChooseSchedulesline foritem.

Choose Procurement.

Choose Header.

Astherequireddeliverydatewaschangedinthepreviousexercise,a

newmaterialstagingdatewasdeterminedinthesalesorder. Thisnew

material stagingdatehasbeentransferredtotheassemblyorderasa

new end date.

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Unit6: Make-To-Order SCM600

Task 4:

Enter the goods receipt.

1. Productiongivesyounoticethatthepetroltankisassembled. Inmaterials

management,enterthegoodsreceiptfortheassemblyorderinthesalesorder

stock in plant 1000, storage location 0001.

Hint: Toenterthegoodsreceiptinmaterialsmanagement,choose:

Logistics→MaterialsManagement→InventoryManagement→

GoodsMovement→GoodsReceipt→ForOrder

Movement Type 101

OrderAssemblyordernumber(seeexercise2-1)

Plant 1000

Storage location 0001

a) Logistics → Materials Management → Inventory Management →

GoodsMovement→GoodsReceipt→ForOrder

Movement Type 101

OrderAssemblyordernumber(seeexercise2-1)

Plant 1000

Storage location 0001

Choose Adopt + Details.

Choose Save.

2. DisplaythesalesorderstockinthestockoverviewformaterialT-FS1##in

plant 1000.

Hint: To display the stock overview in materials management,

choose Logistics → Materials Management → Inventory

Management→Environment→Stock→StockOverview.

Howmanypiecesarethereinthesalesorderstock?

__________________________

a) Logistics → Materials Management → Inventory Management →

Environment→Stock→ StockOverview

1 unit exists in the sales order stock.

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SCM600 Lesson: Assembly Processing

Task 5:

Process shipping.

1. Entertheoutbounddeliveryfortheprevioussalesorderandpacktheitems.

Hint: Tobeabletoentertheoutbounddeliveryatanearlierdate,set

theselectiondate20daysintothefuture. UseshippingpointZ0##.

Pack threeitemsinpackagingmaterialPK-096.

Savetheoutbounddeliveryandwritedowntheordernumber.

_______________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→SingleDocument→WithReference

to Sales Order

Choose Pack.

Packaging material PK-096

Selecttheshippingunitandtheitemstobepacked.

Choose Pack.

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

2. Pick thedelivery and post the goods issue.

(Warehouse number 010)

a) Picking:

Logistics→SalesandDistribution→ShippingandTransportation→

Picking→CreateTransferOrder→SingleDocument

Thedocumentnumberisassignedinternallybythesystem.

Goods issue:

Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Change→SingleDocument

Choose Post Goods Issue.

3. Toconclude,displaythesalesorderstockinthestockoverviewformaterial

T-FS1##inplant1000. Howmanypiecesarethereinthesalesorderstock?

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Unit6: Make-To-Order SCM600

___________________________

Hint: To display the stock overview in materials management,

choose:

Logistics→MaterialsManagement→InventoryManagement→

Environment→Stock→StockOverview

a) Logistics → Materials Management → Inventory Management →

Environment→Stock→ StockOverview

Thereis no longer anysalesorder stock.

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SCM600 Lesson: Assembly Processing

Lesson Summary

You should now be able to:

• Trackthestatusofassemblyordersformake-to-ordersalesorders

• Pack items in an outbound delivery

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UnitSummary SCM600

Unit Summary

You should now be able to:

• Describe presales activities

• Use inquiries and quotations

• Explain key functions of item categories

• Trackthestatusofassemblyordersformake-to-ordersalesorders

• Pack items in an outbound delivery

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Unit 7

Complaints Processing

Unit Overview

This unit focuses on the complaints processing options available for sales and

distribution processes.

Unit Objectives

After completing thisunit, you will beableto:

• Process a complaint with reference to a previous sales and distribution

process

• Carryoutandexplainindetailcreditmemoprocessing

• Carry outandexplain indetailreturnsprocessing

• Useaninvoicecorrectionrequestandexplaintheprocessindetail

• Cancel a billing document

Unit Contents

Lesson: Credit Memo Requests ..............................................288

Lesson: Returns.................................................................292

Lesson: Invoice Correction Requests........................................295

Exercise 12: Complaints Processing ....................................299

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Unit7: ComplaintsProcessing SCM600

Lesson: Credit Memo Requests

Lesson Overview

Thislessonexplainshowcreditmemosareprocessed.

Lesson Objectives

After completingthislesson, you will beable to:

• Process a complaint with reference to a previous sales and distribution

process

• Carryoutandexplainindetailcreditmemoprocessing

Business Example

• Damagedorfaultygoodsandincorrectinvoicesresultincomplaints.

• Ifthecomplaintisjustified,thecustomersreceiveacreditmemo. Itmustbe

ensuredherethatthecorrectamountiscreditedtothecustomeraccount.

• Beforeacreditmemoisissued,itmustbeapprovedbyanauthorizedperson.

Overview

Figure 107: Processes in Complaints Processing

Youcreatereturns,acreditanddebitmemorequest,acreditanddebitmemooran

invoice correction request after you have:

• Created a sales order

• Deliveredthegoodstothecustomer,andbilledthecustomerforthegoods

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SCM600 Lesson: Credit Memo Requests

Createareturnrequest(authorization)ifthecustomerreturnsthegoodstoyou.

Youcreateaninvoicecorrectionrequestifthereisapriceorquantitydeviation.

Youcancreatethereturnsoracreditordebitmemorequestwithreferencetoa

sales order or a billing document.

You create the invoice correction request or credit/debit memo (without

credit/memorequest)withreferencetothebillingdocument.

Forreturns,credit/debitmemorequestorinvoicecorrectionrequest,billingtakes

placeaftercheckingandapproval,bycreatingacreditordebitmemo.

Processing

Figure 108: Processing Credit and Debit Memos

Creditmemosareprocessedinasimilarmannertodebitmemos.

Credit and debit memo requests can be created with reference to a billing

document or a sales order. In this way, the system can determine the correct

amount from the preceding document.

Forevaluationpurposes,youmustenteranorderreason.

Thecredit/debitmemorequestcontainsabillingblock,whichpreventsimmediate

billing. Oncetheprocesshasbeenchecked,itisapprovedbyremovingthebilling

block.

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Unit7: ComplaintsProcessing SCM600

When the billing documents are posted (credit/debit memo), the required

accounting documents are generated automatically. In this way, the correct

amountsarecreditedtoordebitedfromthecustomeraccount.

Figure 109: Approving a Credit Memo

Before a credit memo can be created, the process requires that an approval or

checkstepiscarriedout. Thisisimplementedbymeansofabillingblock.

• Thereturn,creditmemorequest,debitmemorequest,andinvoicecorrection

request documents contain a billing block.

Thesedocumentsarecheckedbyanemployeewiththeappropriateauthorization.

Unjustified complaints are rejected and the reason for the rejection is entered

against the item(s) in question. Once all the items have been checked, the

documentcanbereleasedforbilling. Atthispoint,thebillingblockisremoved.

Rejecteditemsarenotcopiedtobillingdocumentsalthoughtheyarestillavailable

for evaluation purposes.

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SCM600 Lesson: Credit Memo Requests

Lesson Summary

You should now be able to:

• Process a complaint with reference to a previous sales and distribution

process

• Carryoutandexplainindetailcreditmemoprocessing

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Unit7: ComplaintsProcessing SCM600

Lesson: Returns

Lesson Overview

Thislessonprovidesanoverviewofreturnsprocessing.

Lesson Objectives

After completingthislesson, you will beable to:

• Carryoutandexplainindetailreturnsprocessing

Business Example

• Damagedorfaultygoodsandincorrectinvoicesresultincomplaints.

• If complaints are made regarding valuable goods, the goods must be

returned. The damaged material must first be checked. It is stored in a

special area for this purpose.

• Ifthecomplaintisjustified,thecustomersreceiveacreditmemo. Itmustbe

ensuredherethatthecorrectamountiscreditedtothecustomeraccount.

• Beforeacreditmemoisissued,itmustbeapprovedbyanauthorizedperson.

Returns

Figure 110: Returns Processing

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SCM600 Lesson: Returns

Returnscanbecreatedwithreferencetoabillingdocumentorasalesorder. In

thisway,thesystemreceivesalltherequireddataabout,forexample,quantities

andpriceagreementsfromtheoriginaldocument,therebyensuringthatthecorrect

document is processed further.

Forevaluationpurposes,youmustenteranorderreason.

Returns processing requires that an approval step is carried out, which is

implemented by an automatic billing block.

When the damaged/defective goods arrive at your warehouse, post the goods

receiptonthebasisofareturnsdelivery. Itisusuallypostedtoaseparatereturns

stockratherthantotheunrestricted-usestock. Thispostingcanbemadebeforeor

after the credit memo has been created.

Oncethereturnshavebeenapproved(thatis,thebillingblockhasbeenremoved),

the credit memo and the required accounting documents are generated as a

resultofthebillingprocess. Thecorrectamountisautomaticallycreditedtothe

customer account. This step can be carried out independently of the inbound

delivery of the damaged/defective goods.

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Unit7: ComplaintsProcessing SCM600

Lesson Summary

You should now be able to:

• Carryoutandexplainindetailreturnsprocessing

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SCM600 Lesson: Invoice Correction Requests

Lesson: Invoice Correction Requests

Lesson Overview

Thislessonexplainsthefunctionofaninvoicecorrectionrequest.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Useaninvoicecorrectionrequestandexplaintheprocessindetail

• Cancel a billing document

Business Example

• Damagedorfaultygoodsandincorrectinvoicesresultincomplaints.

• Ifthebillingdocumentcontainsmistakes,theappropriatecorrectionsmust

be made.

Invoice Correction Requests

Figure 111: Processing Invoice Corrections

The invoice correction is used to correct quantities or values for which the

customerhasalreadybeenbilled. Aninvoicecorrectionrequestisalwayscreated

with referenceto theincorrect billing document.

The customer receives a document containing the following information: the

quantityandpricethatwereoriginallycalculated,thecorrectquantityandprice,

andtheamountcreditedtoordebitedfromthecustomeraccount.

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Unit7: ComplaintsProcessing SCM600

Figure 112: Invoice Correction Procedure

Intheinvoicecorrectionrequest,acredit/debitmemoitemisgeneratedforeach

itemontheincorrectbillingdocument. Whenprocessingbegins, therefore,the

net value of the document is zero. All the credit memo items are listed in the

document followed by the debit memo items.

Changescanonlybemadetothedebitmemoitems. Thenetvaluestobecredited

arederivedfromthedifferencebetweenthecreditanddebitmemoitems.

Credit/debit memo items are always deleted in pairs. Item pairs that have not

been changed can be deleted.

296