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SCM600 Lesson: Sales Information System

Task 4:

Key figures

Return to the Initial List screen.

1. DisplayalistofallpossiblekeyfiguresforyourcustomerT-S50A##. Note

downtwokeyfigureswithvaluesthatarenotincludedinyourdisplay(for

example,costsforincomingordersandsalesvolume).

___________________: _________________________

Hint: Place the cursor on a value for a customer key figure for

whichyouneedtherelevantinformation. Choose→Extras→All

Key Figures.

(or double-click the key figure)

2. AddthekeyfiguresIncomingordersquantityandInvoicedquantityto

yourstandardanalysis. Theyareimportantforyouranalyses. Notedownthe

number of billed units for your customer.

Invoicedquantity: _________________________

Hint: Select Choose key figures.

Toaddnewkeyfigures,youusethesameprocessthatyouusedto

addfieldstolistdisplaysintheprevioustopic.

Task 5:

Evaluations on standard analysis

1. ComparethetwokeyfiguresSalesandInvoicedSales: Cost. Notedown

thetotalsforthesetwovaluesandthepercentagedifferencefrombothkey

figures.

Sales: ____________________________________________

InvoicedSales: Cost: ____________________________________________

%: ______________________________________________

Hint: Select the Sales field.

Choose→Edit→Comparisons→Twokeyfigures→Sales

Continued on next page

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

2. Closethecomparison. Changethedisplaytoshowthedatabymaterial.

Hint: ChooseSwitchdrilldown.. →Material

3. Create a Top 3 list of your materials by Sales; display the results as

percentages and using a graphic.

Hint: Choose Top N → 3. Choose → Settings → Value display

→ Percent.

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SCM600 Lesson: Sales Information System

Solution 14: Sales Information System

Task 1:

Selection for a standard analysis

1. Reviewthecustomersaleshistoryforthismonthbyperformingastandard

customer analysis for all customers in sales organization 1000 and

distribution channel 12.

MakesurethattheentryfieldDivisionisblank.

Hint: SaveyouranalysisasselectionversionKA-##. Usethemenu

path: Logistics → Sales and Distribution → Sales Information

System →Standard analyses→Customer

Youcanstoreyour selecteddatainaselectionversion for further

analysis.

a) Logistics→SalesandDistribution→SalesInformation System →

Standard analyses → Customer

Entersalesorganization1000anddistributionchannel12. Executethe

analysis and save.

Task 2:

Carry out your customer analysis.

1. Change the settings in order to display the customer number and the

customer name.

Hint: Choose → Settings → Characteristic display → Key and

description.

a) Settings→Characteristicdisplay→Keyanddescription

2. Notedownthevalueoftheincomingordersfor customerT-S50A##. Do

not leave the analysis.

IncomingordersT-S50A##: ______________________________

a) ThevaluesareintheTotallineandtheIncomingorderscolumn

Continued on next page

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Task 3:

Characteristics and standard drilldown

1. Drilldowntheanalysistothebottomlevel. Notedownthecriteriabywhich

analysis is carried out.

1. Sold-To Party

2. Month

3. Sales organization

4. Distribution channel

5. Division

6. Material

Hint: In order to reach the next level of thedrilldown, placethe

cursoronacharacteristicintheleft-handcolumnandchooseDetail.

2. Comparethesequencerecordedabovewiththestandarddrilldownforthis

analysis.

Hint: ChooseExtras→Displaystandarddrilldown.

a) Extras → Display standard drilldown

Thedrilldowncorrespondstothestandarddrilldown.

Task 4:

Key figures

Return to the Initial List screen.

1. DisplayalistofallpossiblekeyfiguresforyourcustomerT-S50A##. Note

downtwokeyfigureswithvaluesthatarenotincludedinyourdisplay(for

example,costsforincomingordersandsalesvolume).

___________________: _________________________

Continued on next page

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SCM600 Lesson: Sales Information System

___________________: _________________________

Hint: Place the cursor on a value for a customer key figure for

whichyouneedtherelevantinformation. Choose→Extras→All

Key Figures.

(or double-click the key figure)

a) Placethecursoronthevalueforakeyfigureofthecustomer.

→ Extras → All Key Figures

(or double-click the key figure)

2. AddthekeyfiguresIncomingordersquantityandInvoicedquantityto

yourstandardanalysis. Theyareimportantforyouranalyses. Notedownthe

number of billed units for your customer.

Invoicedquantity: _________________________

Hint: Select Choose key figures.

Toaddnewkeyfigures,youusethesameprocessthatyouusedto

addfieldstolistdisplaysintheprevioustopic.

a) SelectChoosekeyfigures(keyfiguresareaddedinasimilarmanner

as with lists).

Task 5:

Evaluations on standard analysis

1. ComparethetwokeyfiguresSalesandInvoicedSales: Cost. Notedown

thetotalsforthesetwovaluesandthepercentagedifferencefrombothkey

figures.

Sales: ____________________________________________

InvoicedSales: Cost: ____________________________________________

%: ______________________________________________

Hint: Select the Sales field.

Choose→Edit→Comparisons→Twokeyfigures→Sales

a) Select the Sales field.

Edit→Comparisons→Twokeyfigures→Sales

Continued on next page

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

2. Closethecomparison. Changethedisplaytoshowthedatabymaterial.

Hint: ChooseSwitchdrilldown.. →Material

a) Choose Switch drilldown→ Material

3. Create a Top 3 list of your materials by Sales; display the results as

percentages and using a graphic.

Hint: Choose Top N → 3. Choose → Settings → Value display

→ Percent.

a) ChooseTopN→3→Settings→Valuedisplay→Percent.

Choose graphic.

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SCM600 Lesson: Sales Information System

Lesson Summary

You should now be able to:

• AnalyzeSDinformationusingthetoolsavailableintheSalesInformation

System (SIS)

• Definethecomponentsofinformation structures

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Lesson: Business Information Warehouse

Lesson Overview

ThislessonexplainshowSAPBusinessInformationWarehousecanbeusedfor

sales and distribution analyses.

Lesson Objectives

After completingthislesson, you will beable to:

• DescribehowSAPBusinessInformationWarehouseworks

Business Example

• YouwanttofindoutmoreaboutSAPBusinessInformationWarehouse

Business Information Warehouse

Figure 127: Integration of SAP BW

ThisslideprovidesanoverviewoftheintegrationofSAPBusinessInformation

Warehouseinaheterogeneoussystemlandscape. Fromatechnicalpointofview,

SAPBWformstheBusinessIntelligence(BI)sectionwithintheSAPNetWeaver

integration and application platform.

Thelowerlevelcontainsthesourcesystems. Thesecanbe: Componentssuchas

SAPR/3orSAPERP,otherSAPBusinessInformationWarehouses,andadditional

SAP or non-SAP systems.

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SCM600 Lesson: Business Information Warehouse

Thedatabasetablesthatcontainthemasterandtransactiondataforanalysesare

located on the central server. In addition, the data procurement processes are

maintained, controlled and monitored here.

TheBusinessExplorerformsathirdlevel, withitsflexiblereportingtoolsthat

enable you to perform strategic analyses.

Figure128: ApplicationoftheClassicDataWarehouseConcept

According to the classic data warehouse concept, data is also extracted from

source systems and aggregated here. InSAP BW data ismanaged in so-called

InfoCubes(comparabletotheinformationstructuresofLIS),whichserveasthe

databasisforthequeries(queries,analyses)tobecreatedinBusinessExplorer.

TheBusinessExplorerAnalyzerisananalysis,reportinganddesigntoolwhichis

integrated in Microsoft Excel .

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Figure 129: InfoCubeinSales and Distribution -Example

The InfoCube shown in the graphic contains 3 dimensions: time, customer,

material. Inthiscase,aseparatedimensiontableismanagedforeachdimension.

Inaddition,theInfoCubecontainsinformationwhichcanbeanalyzeddepending

onthedimension, calledfacts(salesvolume, quantity).

Figure130: DimensionTableinSalesandDistribution-Example

A dimension table comprises characteristics that logically belong together

(customernameandregion,forexample,belongtothecustomerdimension).

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SCM600 Lesson: Business Information Warehouse

Figure 131: FactTableinSalesand Distribution- Example

The fact table contains the key figures of the InfoCube. The fact and

dimension tables are linked, whereby the key figures of the InfoCube refer to

the characteristics of the dimensions.

ThedataintheInfoCubeisgroupedasfollows: thereisa(large)facttablewhich

contains the key figures, and several surrounding (smaller) dimension tables,

in which the characteristics are stored.

Figure 132: Business Content Development

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

TheBusinessContentcontainsmanyobjectsthatsimplifytheintroductionofSAP

BW,andacceleratethesetupofeffectivereporting. Theseinclude:

• Alltherequiredtechnicalandcontent-relatedprerequisitesforintegrating

SAPandnon-SAPsystems,whichreducestheimplementationoutlay.

• WorkgroupsareheldinwhichtheBusinessContentisconstantlyextended

by SAP inclose collaboration with customers.

• Predefinedanalysesandreportscanbeusedintheprojects.

The Business Content is structured according to applications and is, therefore,

ideal for the SAP Business Suite solutions.

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SCM600 Lesson: Business Information Warehouse

Exercise 15: Business Information

Warehouse

Exercise Objectives

After completingthisexercise, youwillbeableto:

• UseaBusinessInformationWarehousequeryforawebanalysis

Business Example

YouwanttofindoutmoreaboutSAPBusinessInformationWarehouse,andyou

perform a web analysis.

Task:

Youwanttoexaminetheorderinboundvaluesofthevarioussold-topartiesmore

closely in a web analysis.

1. Firstlogontoclient800ofthetrainingsystemviatheCommonTraining

WTS.

Hint: Youcangettherequiredinformationfromyourinstructor.

2. StarttheAnalysisofordervalues(Web)inyourusermenuintheAnalytics

folder.

3. Sort thelist in descending order by net value.

4. Youarealsointerestedinthevaluesfortheindividualmaterials. Therefore,

extendyouranalysisbyaddingthematerialcharacteristic.

5. Display the data in graphic form.

6. Finally, take a look at the print preview.

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Solution 15: Business Information

Warehouse

Task:

Youwanttoexaminetheorderinboundvaluesofthevarioussold-topartiesmore

closely in a web analysis.

1. Firstlogontoclient800ofthetrainingsystemviatheCommonTraining

WTS.

Hint: Youcangettherequiredinformationfromyourinstructor.

a) Usethelogondataprovidedbyyour instructor.

2. StarttheAnalysisofordervalues(Web)inyourusermenuintheAnalytics

folder.

a) Startthefunctionbydouble-clickingandlogonwithyourusername

and password.

3. Sort thelist in descendingorder bynetvalue.

a) Todoso,clickthelowerarrowintheheaderoftheNetvaluecolumn.

4. Youarealsointerestedinthevaluesfortheindividualmaterials. Therefore,

extendyouranalysisbyaddingthematerialcharacteristic.

a) Copytheuser-definedcharacteristicMaterialtoyouranalysisusing

drag and drop.

5. Display the data in graphic form.

a) In the upper section of the analysis screen, choose Display As

Graphic.

Hint: Togetameaningfullegendforthegraphic,amaximum

oftwocharacteristicsmaybepresentintheanalysis. Therefore,

usedraganddroptomoveafield(materialorcalendarday)to

theuser-definedcharacteristicsasneeded.

6. Finally, take a look at the print preview.

a) ChoosePrintVersiontodisplaytherelevantdisplay.

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SCM600 Lesson: Business Information Warehouse

Lesson Summary

You should now be able to:

• DescribehowSAPBusinessInformationWarehouseworks

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UnitSummary SCM600

Unit Summary

You should now be able to:

• Uselistprocessingtolocateandevaluateinformation

• AnalyzeSDinformationusingthetoolsavailableintheSalesInformation

System (SIS)

• Definethecomponentsofinformationstructures

• DescribehowSAPBusinessInformationWarehouseworks

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Unit 9

Integrating SAP ERP and SAP CRM

Unit Overview

This unit explains the function of the SAP CRM solution in the sales and

distribution environment.

Unit Objectives

After completing thisunit, you will beableto:

• ExplainthefunctionofSAPCRMinthesalesanddistributionenvironment

Unit Contents

Lesson: Function of SAP CRM in the Sales and Distribution

Environment .....................................................................358

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Unit9: IntegratingSAPERPandSAPCRM SCM600

Lesson: Function of SAP CRM in the Sales and

Distribution Environment

Lesson Overview

ThislessonexplainsthefunctionofSAPCRMandhowitcanbeusedforsales

and distribution processes.

Lesson Objectives

After completingthislesson, you will beable to:

• ExplainthefunctionofSAPCRMinthesalesanddistributionenvironment

Business Example

TheprojectteamwantstofindoutaboutthefunctionofSAPCRM.

Function of SAP CRM in the Sales and Distribution

Environment

Figure 133: What is CRM?

CustomerRelationshipManagementhasbecomeacrucialfactorforthesuccess

of a business. The customer is of central importance to the company and its

business processes.

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SCM600 Lesson: FunctionofSAPCRMintheSalesandDistributionEnvironment

ThegoalofCRMistoestablish,retainandimprovelong-termrelationshipswith

customers.

Figure 134: Traditional direct sales

Traditionaldirectsalesischaracterizedbydecentralizedinformationoncustomers.

Insomecases, onlyoneemployee hasknowledge of the customer andcontact

information.

Thisinformationisnottypicallyusedcollectivelywithintheorganization.

If information is forwarded, it is often limited and incorrect. Employee

fluctuationsmeanthatvaluablecustomerinformationisoftenlost.

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Unit9: IntegratingSAPERPandSAPCRM SCM600

Figure 135: Direct sales today using CRM

Every employee who requires information on customer contacts can now use

CRMtoobtainimmediateaccesstoallcontactinformation.

By analyzing information, a company obtains broad knowledge of customers.

Thisenablesacompanytoimprovetheservicestheyoffer,processinquiriesmore

quickly,developrelationshipsandpromotestrongercustomerloyalty.

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SCM600 Lesson: FunctionofSAPCRMintheSalesandDistributionEnvironment

Figure 136: SAPCRM as part of SAP Business Suite

SAP BusinessSuitecomprises different applicationsaswell asapplication and

integration platforms. It enablescompaniesto manage their entirevaluechain

rightacrosstheircorporatenetwork,therebyensuringgreaterflexibility.

SAPBusinessSuitecomprisesthefollowingSAPsolutions:

• SAP CRM(Customer RelationshipManagement)

• SAP SCM (Supply Chain Management)

• SAP PLM (Product LifecycleManagement)

• SAP Human Resources

• SAP Financials

• SAP Mobile Business

• SAP NetWeaver

The SAP CRM solution supports marketing, sales/distribution, and service

processesacrossallcontactchannelsandsuppliesaccurateanalysesthatcanbe

used for decision-making purposes.

SAP CRM is a best-of-breed solution that allows you to optimize customer

relations across all phases, from customer acquisition through sales via all

availabledistributionandinteractionchannelstocustomerservice.

SAPCRMisbasedontheSAPNetWeavertechnologyplatform,whichmeansthat

itcanbeseamlesslyintegratedintoyourexistingITlandscaperightfromthestart.

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Unit9: IntegratingSAPERPandSAPCRM SCM600

Figure137: CorporateDepartments with CustomerContact

TheSAPCRMsolutionisdividedintothefollowingkeyfunctionareas: Sales,

Service,Marketing,andAnalytics. Thisensuresthatallthedepartmentsinyour

company that are in contact with customershave thebest possibletechnology

at their disposal.

The key area ofSales allows you to structure sales and distribution processes

systematically, from the inquiry and quotation phases through to the order

and invoicing phases. It also helps you organize and structure your sales and

distributionareasandsystematicallykeeptrackofsalesopportunities.

The key area of Service allows you to carry out all of your service processes

efficientlyandintelligently. Itsupports,amongotherthings,resourceplanningas

well as contract and warranty processing.

ThekeyareaofMarketingfeaturesawiderangeofmarketingtoolssuchastools

thathelpyouplancampaigns, modelyourtarget groups, recommendproducts,

and carry out complex market analyses.

ThekeyareaofAnalyticsisbasedonSAPBusinessInformationWarehouseand

allowsyoutocollectallrelevantdataaboutyourcustomersandusetheresulting

knowledgetomakeoperativeand strategicdecisions.

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SCM600 Lesson: FunctionofSAPCRMintheSalesandDistributionEnvironment

Figure 138: Customer Contact Channels

SAPCRMsupportsyourcustomerrelationsviaallcontactchannels.

TheInteractionCenterintegratesallworkprocessesandtasksinyourContact

Center.

The E-Commerce area offers aplatform that allows your company to use the

Internetasaprofitablesalesandinteractionchannelforbusinesscustomersand

consumers.

The Field Applications area allow you to use marketing, sales, and service

functionsinanofflineenvironmentfortheexternalsalesandserviceforce.

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Unit9: IntegratingSAPERPandSAPCRM SCM600

Lesson Summary

You should now be able to:

• ExplainthefunctionofSAPCRMinthesalesanddistributionenvironment

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SCM600 Unit Summary

Unit Summary

You should now be able to:

• ExplainthefunctionofSAPCRMinthesalesanddistributionenvironment

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UnitSummary SCM600

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Unit 10

Introduction to the SAP Role “Internal

Sales Representative”

Unit Overview

Thisunitexplainsthephilosophyandscopeoffunctionsoftheportal-basedSAP

function “Office-based sales employees”.

Unit Objectives

After completing thisunit, you will beableto:

• Describe the basic structure and setup of SAP role “internal sales

representative”

• Explaintheadvantagesofpersonalobjectworklists

Unit Contents

Lesson: Introduction to SAP Role “Internal Sales Representative”......368

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Unit10: IntroductiontotheSAPRole“InternalSalesRepresentative” SCM600

Lesson: Introduction to SAP Role “Internal Sales

Representative”

Lesson Overview

ThislessonwillprovideanintroductiontoSAProle“internalsalesrepresentative”.

Wewill presentthedifferencesandoptionsofthisportal-based androle-based

processing, asopposedtoSAPGUI-basedprocessing.

Lesson Objectives

After completingthislesson, you will beable to:

• Describe the basic structure and setup of SAP role “internal sales

representative”

• Explaintheadvantagesofpersonalobjectworklists

Business Example

Especiallyfor internalsalesrepresentatives, whoonlyworksporadicallyinthe

system,anintuitiveanduser-friendlyinterfaceisoffundamentalimportancetobe

abletotakecareofthetasksthatariseinanefficientandgoal-orientedfashion.

Thisrequirementistakenintoaccountwiththeportal-basedSAProle“internal

sales representative”.

Tasks of an Internal Sales Representative

The“internalsalesrepresentative”roleisarolewithinthesalesorganization. An

internalsalesrepresentativesupportsandadvisesthesalesgroupinallareasof

salesanddistribution. Intheprocess,thesalesrepresentativemustbeabletofind

alloftheimportantsalesinformationquicklyandeasilyandbeabletoprocessthe

data that is relevant for the sales process.

Thefigurebelowlistsvariousactivitiesandtaskswhichdefinethenormalwork

day of an internal sales representative:

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SCM600 Lesson: IntroductiontoSAPRole“InternalSalesRepresentative”

Figure 139: Internal sales representative: typicaltasks

The Business Packagefor Internal SalesRepresentative, which is prepared

forportaluse,containsnumerousfunctionsfortheeverydaytasksofaninternal

sales representative.

Herethe“internalsalesrepresentative”portalroleoffersthefollowingadvantages

for end users:

• Increaseduserproductivitythrougheasy-to-useandintuitiveuserinterface

• Faster access to personalized worklists

• Optimizedcustomersupportovertelephone,whichinturnleadstoincreased

customer satisfaction

• Swiftpreparationanddistributionofsalesanddistributionanalyses

However,variousadvantagescanalsobederivedforyourITdepartment:

• Theuserinterfaceforsalesanddistributionprocessingcanbeadjustedfor

thespecialrequirementsandprocessesofyourcompany

• Increased user acceptance

• Reduced costs for end-user training

• NoinstallationormaintenanceofSAPGUIfrontendsrequired

• Contentsof portal rolescanalsoberolledout forother user groups, such

as sales manager, etc.

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Unit10: IntroductiontotheSAPRole“InternalSalesRepresentative” SCM600

Figure 140: SAP Role Philosophy

Structure and Elements of SAP Role Internal Sales

Representative

The different work areas of an internal sales representative are defined in the

portalasworksets. TheycontainpageswhichdefinetheiViewstobecalled.

HeretheroledeliveredbySAPisanexample,whichyoucanconfigureandadjust.

Inordertousetherole,thefollowingtechnicalrequirementsmustbemet:

• SAP ECC 6.0, Enhancement Package 2

• ActivationofBusinessFunctionSD_01LogisticsSDSimplification(using

transaction SFW5)

• SAP NetWeaver 7.0 SP12

• SAP NetWeaver 7.0BI Content Add-On SP06

• AdditionalcomponentsforprocessingPDF-basedforms(AdobeReader,etc.)

BasedonaWebuserinterface,multipleworksets(workareas)withpersonalobject

worklistsoptimizeyourworkmethods,andawiderangeofservicesandreports

simplifyandacceleratethesalesprocess. Inthiscase,thehigher-levelworksetis

SalesProcessing. Thisworksetisavailableasatabpageandservesastheaccess

pointforthedailywork. Youaccessallotherworksetsoftherolefromthispoint.

Thefollowingworksetsareavailabletothesalesrepresentative:

• TheOverviewworkset,withsubcategoriesworkoverview,customers,sales,

order fulfillment, billing/complaint and prices

• TheAnalyticsworkset,withsalesanalytics,aswellasevaluationsfororder

fulfillment

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SCM600 Lesson: IntroductiontoSAPRole“InternalSalesRepresentative”

Figure141: SAPRoleInternalSalesRepresentative: WorksetsOverview

The following sample screenshot shows the general structure. Through the

role-based access, the user has a single point of entry. In the two-step menu

navigation, theaccessoccursusingthesalesprocessingworkset. Inthesecond

navigationlevel,youcanthenchoosebetweentheoverview,analyticsandservice

mapworksets. Opentasks(worklists)andanalysesaredisplayedintheworkarea

based on your requirements and settings:

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Unit10: IntroductiontotheSAPRole“InternalSalesRepresentative” SCM600

Figure 142: “Overview” Workset

Within the overview workset, you can use detailed navigation to access the

subareasworkoverview,customers,sales,orderfulfillment,billing/complaintand

prices. In this way the internal sales representative can, for example, access a

customer’smasterdatawhenthecustomercallsandfromthere, callup(viathe

Customer Cockpit) importantinformationtoacentralpoint, suchasthelast 10

salesdocumentsor open billing documents.

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SCM600 Lesson: IntroductiontoSAPRole“InternalSalesRepresentative”

Figure 143: SAP Role Internal Sales Representative: Customer Cockpit

Example

Thepreparation of analysesfor thesalesmanager isanother importanttaskfor

theinternalsalesrepresentative. Whenyoudothis,youcanusealreadyexisting

analysesandadjustthemtothewishesofthesalesmanager(orsalesemployee)

using different selection criteria.

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Unit10: IntroductiontotheSAPRole“InternalSalesRepresentative” SCM600

Figure 144: “Analytics” Workset

Herethereisabasicdivisionofanalysesandreports,whichsupportsalesonthe

onehand, andorderfulfillment-basedanalysesontheother. Examplesof sales

analyses include quotation tracking per month for top N customers, incoming

orders per month for top N customers, sales and cost analyses, and product

profitability. Someexamplesofreportsintheorderfulfillmentenvironmentare

deliverydelaysper6months,deliverydelayspermonth(topNcustomers),and

backorder processing.

From a technical point of view, the underlying data for the analyses is drawn

from Business Intelligence (OLAP/BW).

Personal Object Worklist

In order to optimally support internal sales representatives in their work

environment, personal object worklists provide the option of a central,

personalized access and entry point to all relevant worklists. Personal object

worklistsarealsoreferredtoasPOWL(PersonalObjectWorklist)or. POWER

List (Personal Object WorkEntityRepository).

Eachworklistoffersveryspecialfunctions,withwhichyoucanprocessselected

business objects and integrate them in subsequent business processes. For

example, youcanchangeincomplete salesdocumentstocompletethemissing

price data.

Intheclassicmenunavigationthathasbeenusedsofar(forexample,SAPR/3),

an internal salesrepresentative has to call different transactions to process the

dailyworkload. Thisprocedureismainlydesignedforexperienced,professional

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SCM600 Lesson: IntroductiontoSAPRole“InternalSalesRepresentative”

users, sincethesalesrepresentativehastoknowthetransactioncodesor menu

paths,aswellasreportvariants. Itthereforefollowsthattherelevantusertraining

will usually be necessary.

Thefigurebelowdemonstratestheprocessflowoutlinedabovewithouttheuse

of personal object worklists:

Figure145: Situationwithouttheuseofpersonalobjectworklists

The philosophy of personal object worklists used in the context of the SAP

internal salesrepresentativeroleinSAPERP (ECC) isbasedon the following

aspects and advantages:

• Sales representatives have central and personalized accessto all relevant

worklists

• Worklistscanbegroupedbycategorytoprovidestructure

• Thenumberorscopeofupcomingtasksisdirectlyvisible

• Push mechanism

• Designedforbothoccasionalandprofessionalusers

Thefollowingfigurepresentsthisphilosophyusingasamplescreenshot:

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Unit10: IntroductiontotheSAPRole“InternalSalesRepresentative” SCM600

Figure146: Situationwiththeuseofpersonalobjectworklists

After selecting the desired worklist (for example, list of orders blocked for

delivery), you get a worklist with a table-like structure. The rows contain the

individual business objects, which you can select for further processing. The

columns contain the business data for a business object (for example, sales

document,sold-toparty,netprice). Thedatascopecanbeadjustedforthecurrent

task.

Inaddition,youcanexporttheworklisttoanExcelfile. Thesystemtransfersall

columnheadingsandthecontentsof thetablefieldsto the Excel file. Youcan

thenprocessthelistlocally,forexample,youcanaddacommenttoit. Youcan

also create a print version for a worklist.

Figure 147: Personal Object Worklist: From Open Tasks to Document

Processing

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SCM600 Lesson: IntroductiontoSAPRole“InternalSalesRepresentative”

Thesalesrepresentativescanalsocreatetheirownadditionalpersonalworklists

simplyandefficiently. Thecreationoftheseindividualqueriesissupportedbya

structured and system-guided process flow:

Figure 148: Creating your own queries

In the first step, you have to select the desired object type for your individual

query(for example, incompletesalesdocuments). Inthesecondstep, youthen

enter the criteria to beused for the query. In the final step of completion, you

specify adescription forthequery andactivateit.

Acompleteoverviewandsummaryofallservicesthatcanbecalledupbyinternal

salesrepresentativesinallworksetsisvisibleintheServiceMapworkset.

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Unit10: IntroductiontotheSAPRole“InternalSalesRepresentative” SCM600

Figure 149: “Service Map” Workset

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SCM600 Lesson: IntroductiontoSAPRole“InternalSalesRepresentative”

Lesson Summary

You should now be able to:

• Describe the basic structure and setup of SAP role “internal sales

representative”

• Explaintheadvantagesofpersonalobjectworklists

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UnitSummary SCM600

Unit Summary

You should now be able to:

• Describe the basic structure and setup of SAP role “internal sales

representative”

• Explaintheadvantagesofpersonalobjectworklists

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Unit 11

IMG Overview

Unit Overview

ThisunitprovidesabriefoverviewoftheSAPSolutionManager. Italsolooks

at potential Customizing settings in sales and distribution and explainshow to

use the IMG.

Unit Objectives

After completing thisunit, you will beableto:

• DescribetheIMGfor implementingSAP ERP

Unit Contents

Lesson: Function of the IMG..................................................382

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Unit11: IMGOverview SCM600

Lesson: Function of the IMG

Lesson Overview

ThislessonprovidesanoverviewofSAPSolutionManagerandaquicklookat

Customizing in sales and distribution.

Lesson Objectives

After completingthislesson, you will beable to:

• Describethe IMGforimplementing SAP ERP

Business Example

TheprojectteamanalyzesSAPSolutionManagerandtheIMGsothattheSAP

system can be implemented more easily.

SAP Solution Manager

Figure 150: SAP Solution Manager

SAP Solution Manager supports you during the entire implementation phase

and helps you run SAP solutions. It is a platform that covers the lifecycle of

industrysolutionsfromthebusinessblueprintthroughconfigurationtoproduction

operation. SAP Solution Manager provides central access to preconfigured

content,tools,andmethodsthatyoucanusewhenevaluatingandimplementing

your systems.

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SCM600 Lesson: Function of the IMG

SAPSolutionManagerOperationsallowsyoutoconfigure,manage,andmonitor

systemsandbusinessprocessesforasolution. Youcanuseeithercomprehensive

solutionsorindividualsystems,businessprocesses,andsoftwarecomponents. It

also allowsyoutoset upyour ownsolution support.

Figure 151: Benefits of SAP Solution Manager

SAPSolutionManagerisacustomerplatformthatenablesSAPsolutionstobe

implemented and operated efficiently.

• Theplatformallowskeytaskstobecarriedoutonsiteduringimplementation.

• Covers key ASAP concepts.

• Improvedconceptsthattakeintoaccounttheuniquefeaturesofimplementing

SAP solutions.

• IntegratedplatformthathelpsyouimplementandrunSAPsolutions.

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Unit11: IMGOverview SCM600

Figure152: UsingSAPSolutionManagerDuringImplementation

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SCM600 Lesson: Function of the IMG

SAP SolutionManagersupportsyouduringall evaluationand implementation

phases. SAPSolutionManagerallowsyoutocarryoutthefollowingactivitiesin

an evaluation and implementation project:

• 1. Project preparation:The roadmaps contain information and processes

coveringallphasesoftheimplementationproject. SAPSolutionManageris

notreallyuseduntilaftertheevaluationphase. First,theprojectisdefinedin

SAPSolutionManager. Todoso,youenteradministrativedataforproject

administrationpurposes(detailsabouttheprojectdeadlineandresources,

forexample). Intheprojectpreparationphase,youdefinethescopeofthe

projectandthesystemlandscaperequiredforimplementingthesolution.

• 2. BusinessBlueprint: Youdefineabusinessblueprintbydocumentingthe

organizationalunits,masterdata,businessscenarios,andprocessesrequired

forimplementingthesolution. Whiledefiningthebusinessblueprint,read

the documentation provided by SAP and your partners, create your own

projectdocumentation,andassignindividualprojectstepstoactivities.

• 3. Implementation: You configure your business scenarios in the

development system. You check the test scenarios provided with your

solutionandassignadditionaltestscenariostotheindividualprocessesand

processsteps. Carryoutaconsistencycheckforcustomizingthebusiness

processes,thatis,checkwhetherthedifferentapplicationcomponentshave

beenproperlyaligned witheach other. Customizingcanbesynchronized

bydistribution. Youcanalsoorganizetests. Duringconfiguration,youcan

reusecertaintestscenarios. Youcancarryoutaprojectanalysisatanytime

duringtheprojecttogaininformationabouttheprojectstatus,testprogress,

or configuration.

• 4.,5. ProductionPreparation,Go-Live&Support: ExecutetheremoteSAP

servicesandmonitortheirstatus. Monitorandadministeryoursystemswith

real-timewarningsthataredisplayedinasystemgraphic,withweeklySAP

EarlyWatchalertreports,andcentralsystemadministrationtools.

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Unit11: IMGOverview SCM600

IMG Overview

Figure 153: IMG: Tasks

TheImplementationGuide(IMG)containsallCustomizingactivitiesnecessary

for implementing application components.

You can create Customizing projects in the SAP system. These help you to

structure and manage implementation. You can create and save cross-project

documentation.

You can createa separateIMG for each project.

YoucanworkwithCustomizingtransactions,projectdocumentation,cross-project

documentation,andproductmanagementinformationusingtheprojectIMG.

Figure 154: Customer-Specific Configuration ofthe IMG

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SCM600 Lesson: Function of the IMG

The IMG provides a checklist for the Customizing activities that a company

should carry out when implementing an SAP system. The IMG is structured

hierarchically.

ThestructureoftheIMGandthetoolscontainedinIMGmanagement(suchas

resourcemanagementandtheinterfacetoMicrosoftProject)helptheprojectteam

tocarryoutCustomizingactivitiesinasystematicsequence.

The scopeof theReferenceIMGcan besplit upinto separateprojects that are

in turn assigned to Project IMGs. You can use the Project IMG to maintain

Customizingactivities,projectandcross-projectdocumentation,andinformation

relevant for project management.

YoucancreateProjectIMGviewstoimprovethestructure. SimilarlytotheProject

IMG,youcanusetheseviewstomaintainCustomizingtransactions,projectand

cross-projectdocumentation,andinformationrelevanttoprojectmanagement.

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Unit11: IMGOverview SCM600

Lesson Summary

You should now be able to:

• Describethe IMGforimplementing SAP ERP

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SCM600 Unit Summary

Unit Summary

You should now be able to:

• DescribetheIMGfor implementingSAP ERP

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UnitSummary SCM600

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Unit 12

Appendix

Unit Overview

Thisunitgivesyouanoverviewofthenavigationoptionswithinthesystem.

Unit Objectives

After completing thisunit, you will beableto:

• Log on to the system successfully

• Listandusetheelementsof anSAPGUI screen

• Log off successfully from the system

• Create favorites

• StartthefunctionsofSAPsystemsindifferentways

• Describethestandard menusSystem andHelp

• UsevariousoptionsforpersonalizingtheSAPsystem

• Use the basic F1 help functions

• Use the F4 help

• Calluptheinformationprovidedbytheonlinedocumentation

Unit Contents

Lesson: Logon and Screen Design...........................................392

Exercise 16: Logon and Screen Design.................................399

Lesson: Selecting Functions and Personalizations ........................402

Exercise 17: Selecting Functions and Personalizations...............411

Lesson: Help Options ..........................................................416

Exercise 18: Help Options ................................................421

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Unit12: Appendix SCM600

Lesson: Logon and Screen Design

Lesson Overview

Inthislesson,youwilllearnhowtologontothesystemandlearnthemeaningof

the different screen elements of the SAP GUI.

Lesson Objectives

After completingthislesson, you will beable to:

• Log on to the system successfully

• Listand usetheelementsof anSAPGUIscreen

• Log off successfully from the system

Business Example

YouwanttoknowhowauserlogsontoanSAPsystemandwhatusesthevarious

SAP GUI screen elements have.

Logging on to the System

Thepresentationinterface,theSAPGraphicalUserInterface(SAPGUI),enables

theusertointeractwiththeSAPsystemandenterordisplaydata.

The SAP GUIisthe standard access for almost every SAP solution. Specially

configuredfront-endprogramscanbeusedtoaccesscertainSAPsystems. This

meansthattheSAPBusinessInformationWarehouse(SAPBW)forexample,has

BusinessExplorer(BEx)as aspecificfront-end.

TheSAPGUIimplementsthegraphicaluserinterfaceusingthefunctionsprovided

by the relevant presentation environment. SAP GUI isbased on the Windows

StyleGuideandisavailableforseveralplatforms,providingthesamefunctions

foreach. IfyoulearnedtouseSAPGUIononeplatform,youcanusethesystem

onanotherplatformexactlythesameasbefore,withtheexceptionofafewsmall

platform-specific GUI attributes.

The following typesofSAP GUIare available:

• SAP GUI for the Windows environment

• SAP GUI for the Java environment

• SAP GUI for HTML

TheSAP GUI isusedfortheWindowsenvironment.

TheSAPGUIprogramconnectsthecomputer(desktoporlaptop)withaparticular

SAP system. SAP provides an additional program for logging on to an SAP

system: SAP Logon.

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SCM600 Lesson: Logon and Screen Design

Figure 155: SAP Logon

AfterstartingSAPLogonyouwillseealistofSAPsystemsfromwhichyouselect

thesystemyouwanttologonto. Thislist comesfromthesaplogon.ini fileon

thecomputer. Thisfileistypically preconfigured centrally andmadeavailable

toendusers. TheSAPLogonprogramenablesa“logonloaddistribution”ofthe

resourcesmadeavailablebytheselectedsystemwhenyoulogon.

Figure 156: Logon Screen of an SAP System

Onceyouhavestartedtghelogonprocessfor asystem, youmustenter, among

otherthings,youruserandpasswordonthelogonscreenoftheselectedsystem.

Youalsohavetheoption of specifyingaparticular client andalogonlanguage

when you log on; the client is usually already filled appropriately. If you use

singlesign-on(SSO),youdonothavetomaketheseentries.

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Unit12: Appendix SCM600

Users

Userdataisstoredinthesystemaccordingtoclient. Forexample,youcan

logontoclient100inyoursystem,butnothaveauserforclient200. The

dataforauserwithinaclientisalsoknownasthe“usermasterrecord”.

password

Thefirsttimeyoulogontothesystem,youwillreceiveaninitialpassword

fromyoursystemadministrator. Duringyourfirstlogon,youmustspecify

yourownindividualpassword. Afterthis,youusethispasswordeverytime

youlogon. (Intheeventthatyourcompanyoperatesadifferentprocedure,

contact your system administrator.)

Onthelogonscreen,youcanusetheNewPasswordbuttontochangeyour

password up to once a day.

Client

Asarule,theclientrepresentsacompanyinanSAPsystem. Thismeansthat

inanSAPsystemwithseveralclients,severalcompaniescanberepresented

atthesametime. Theclienthasanequivalentasakeyfieldinthetablesof

the database used by the SAP system. After you log on to a client, you

canaccessdataforthatclientonly. Clientsrepresentbusiness-independent

entities.

Language

Whenyoulogon,youcanselectoneofthelogonlanguagesthatthesystem

supports. InstalledSAPsystemscansupportmanylanguages,whichalways

include at least English and oneother selected language. The number of

installedlanguagesdeterminewhichlanguagesaresupportedbyyoursystem.

YoucanlogontoanSAPsystemmorethanoncewithauser. Notehowever,that

multiple logons areloggedasofSAP R/3 Release4.6. This isfor security and

licensingreasons. Forasecondlogonandeachadditional logon withthesame

userID,aninformationmessageappears,suggestingthreeoptions:

• Terminate this logon.

• Continue with this logon without ending any other logonsto the system.

This will be logged in the system.

• Continuewiththislogonandendanyotherlogonsinthesystem.

If you want to use additional processing windows, you can work in several

sessions (processing window of the SAP system) simultaneously within one

logon. With thesystemparameter, your system administrator can specify how

manysessionsarepossibleforonelogontoanSAPsystem.

Hint: Thisparameterrdisp/max_alt_modes canbeset tovalues

betweenoneandnine;sixwindowsisthestandardsetting. Theparameter

cannotbeuser-specific,butrather,itisvalidforallusersinthesystem.

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SCM600 Lesson: Logon and Screen Design

Thesystemadministratorcaninsertadditionaltextonthelogonscreen. SeeSAP

Note 205487 for details.

Hint: SAPNotesprovidefurtherinformationaboutparticularfunctions

orprovidecorrectionsforknownerrorsinSAPproducts. ToaccessSAP

Notes,gototheSAPServiceMarketplaceathttp://service.sap.com/notes

and enter a valid user and password.

Afterloggingonsuccessfully,youwillreachtheinitialscreenoftheSAPsystem,

the SAP Easy Access screen.

Screen Layout

TheSAPEasyAccessscreenisthestandardinitialscreeninSAPsystems. Inthe

leftscreenarea,youwillseeatreehierarchydiagramofthemenusavailablein

theSAPsystemandintherightscreenarea,youcandisplayalogo. Thislogois

madeavailablecentrallybyyoursystemadministration,andcannotbesetbythe

individual users.

Figure 157: SAP Easy Access

For details about theconfigurationof the logo on theSAP EasyAccessscreen

(assuming you have the corresponding authorization), choose Extras →

Administration information. Note that the screen is defined in the system and

is transported to the desktop or laptop computer at every logon. The data is

compressedwhentransferred,howevertheinitiallogoshouldbenolargerthan20

KB.Youcanalsopreventthesystemfromopeningthisscreen,eitherbyselecting

“LowSpeedConnection”intheSAPLogonprogram(seeSAPNote161053)or

by choosing Extras → Settings.

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Unit12: Appendix SCM600

Youwillseeatypicalscreenlayout(withdifferentelements)ifyouchooseSystem

→UserProfile→OwnDataandthenselectthetabpageDefaults. Thenyouwill

see thisscreen, which is specific to your user:

Figure 158: Maintain User Profile

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