SCM600_EN_Col92_FV_Part_A4 (第2页)

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Unit2: OverviewofSalesProcesses SCM600

Figure 17: Procurement

Thewayinwhichamaterialisobtainedforacustomerordercandependonthe

material itself as well ason thesalestransaction.

The procurement can, for example:

• result from available stock

• be guaranteed by replenishment (purchase requisition or purchase order,

planned order orproductionorder, for example)

• trigger a make-to-order production

• order the outbound delivery via external suppliers (third-party business

transaction)

• organizetheoutbounddeliveryviaanotherwarehouse(stocktransfer)

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SCM600 Lesson: Process Overview

Figure 18: Shipping

ShippingprocessinginSalesandDistributionbeginswhenyoucreatethedelivery

document. The delivery document controls, supports and monitors numerous

subprocessesfor shipping processing, such as:

• (Optional) pickingandconfirming(transfer orders)

• (Optional) packing

• (Optional)planningandmonitoringoftransport(shipmentdocument)

• Postingthegoodsissue(goodsissuedocuments)

Creatingadeliverydocumentincludescopyinginformationfromthesalesorder,

suchasthematerialsandquantities,ontothedeliverydocument.

Creatingatransferorderincludescopyingdatafromthedeliverydocumenttothe

transferorderforprocessingwithinthewarehouse. Thetransferorderisessential

forcontrollingthemovementofgoodswithinyourwarehouse. Thetransferorder

isbasedonasimpleprinciple: whereyouaretakinggoodsfromandto, within

your warehouse.

Thepostingofthegoodsissuecanbringaboutachangebasedonaquantitybasis

aswellasonavaluebasisinstock. Value-basedchangesaremadetotherelevant

balance sheet accountsin financial accounting.

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Unit2: OverviewofSalesProcesses SCM600

Figure 19: Billing

Creatingabillingdocumentincludescopyinginformationfromthesalesorderand

thedeliverydocumentontothebillingdocument. Asaresult,deliveryitemsand

orderitems(services,forexample)canbemodelsforthebillingdocument.

Thebillingdocumentservesseveralimportantfunctions:

• Itisthesalesanddistributiondocument thatactsasthebasisforcreating

invoices.

• Thebillingdocumentservesasadatasourceforfinancialaccountingtohelp

youtomonitor andprocesscustomer payments.

Whenyoucreateabillingdocument,theG/Laccountsarenormallydetermined

automatically and the relevant datais posted.

The system carries out the following:

• adebitpostingonthecustomer’sreceivablesaccount

• a credit posting on the revenue account

with

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SCM600 Lesson: Process Overview

Figure 20: Payment

Whenyou post an incomingpayment, thedataon therelevant G/L accountsis

posted automatically.

The system carries out the following:

• a debit posting on the cash account

• acreditmemoonthecustomer’sreceivablesaccount

with

Figure 21: Master Data in Sales and Distribution

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Unit2: OverviewofSalesProcesses SCM600

ThissliderepresentsthelinkbetweenthesubprocessesinSalesOrderProcessing

withinthesystem. Thestructureoftheblocksfromtoptobottomrepresentsthe

normalsequenceofeventsinthesalesanddistributionprocess.

The boxes within the various blocks represent sales and financial accounting

documents.

• Contactsandactionsaredocumentsforsalessupportwithinpresales.

• Salesdocumentsaredocumentsthatareenteredduringpresalesandorder

processing. Inquiries, quotations, contracts, scheduling agreements and

standardordersareexamplesofsalesdocumenttypes.

• Outbounddeliveries,transferrequestsandshipmentsaredocumentswithin

shipping processing.

• Thegoodsissuedocumentcontainschangesinvolvingstockandisthebasis

for the relevant accounting documents.

• ThebillingdocumentisadocumentintheBillingareaandisthebasisfor

the relevant accounting documents.

The left and right sections of this slide represent key interfaces between Sales

andDistributionandtheSalesInformationSystem,MaterialsManagement,and

Production Planning.

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SCM600 Lesson: Process Overview

Lesson Summary

You should now be able to:

• Explaintheprocesschainforsalesorder processing

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Unit2: OverviewofSalesProcesses SCM600

Lesson: Sales Processing

Lesson Overview

Thislessonintroducesthesalesdocumentsusedinstandardsalesanddistribution

processes.

Lesson Objectives

After completingthislesson, you will beable to:

• Createasalesorderwithreferencetoaquotation

Business Example

Youwilllearnhowtocreateasalesorderwithreferencetoaquotation.

Sales Processing

Figure 22: Creating an Order

Asalesdocumentisalwayscreatedwithinasalesarea.

Therefore, an order can refer to a businesstransaction that already exists. For

example,oneormoreinquiriesand/orquotationscanbereferencedocuments. In

thiscase,thesystemcopiestherelevantdatatothesalesorder.

Similarly, aquotationcanleadtoseveralsalesorders.

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SCM600 Lesson: Sales Processing

Figure 23: Sales Document Structure

Asalesdocumentisdividedintothreelevels: header,item,andscheduleline.

Thedataisdistributedacrosstheselevelsasfollows:

• Sales document header

The data for the document header is valid for the entire document. This

includes, for example, customer-relateddata.

• Items of the sales document

Each iteminthesalesdocumentcontainsitsowndata. Thisincludes, for

example,dataaboutmaterialsandquantitiesordered.

Eachsalesdocumentcancontainseveralitemswhereastheindividualitems

canbecontrolleddifferently. Examplesincludematerialitem,serviceitem,

free-of-charge item or text item.

• Schedule lines of document items

Schedulelinescontaindeliveryquantitiesanddeliverydates. Theyclearly

belongtoanitem. Everyitemthatistoincludeanoutbounddeliveryinthe

furthersalesanddistributionprocessmustpossessatleastascheduleline.

The item can haveseveralschedulelines, for examplewhen thequantity

orderedistobedeliveredinseveralpartialdeliveriesatdifferenttimes.

Toensurethatsalesdocumentsareprocessedefficiently,thedatafromthesales

documentcanbereadandprocessedindifferentviews. Theviewsaregrouped

intooverview,headeranditemscreens. Asarule,anewsalesdocumentisentered

on an overview screen.

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Unit2: OverviewofSalesProcesses SCM600

Lesson Summary

You should now be able to:

• Createasalesorderwithreferencetoaquotation

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SCM600 Lesson: Shipping Processing

Lesson: Shipping Processing

Lesson Overview

This lesson introduces the shipping documents used in standard sales and

distribution processes.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Createanoutbounddeliverywithreferencetoasalesorder

• Pick and post goods issue

Business Example

Youwillbeintroducedtosomeofthesub-stepsinvolvedinshipping.

Shipping Processing

Figure 24: Creating an Outbound Delivery

Outbound deliveries are created for orders that are ready to be shipped. The

systemcopiestherelevantdatafromtheordertotheoutbounddelivery.

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Unit2: OverviewofSalesProcesses SCM600

You can create one or more outbound deliveries from the order. You can also

combineitemsfrommorethanoneorder in anoutbounddelivery. Tocombine

themsuccessfully, theorders must correspond with thecharacteristicsthat are

essential for theshipping process, for example:

• Shipping point

• Due date

• Ship-to address

The system can create deliveries either on-line or as a background job to be

executed during off-peak hours.

Figure 25: Structure of Delivery Document

A delivery document isgrouped into two levels: header and item. The data is

distributed across these levels as follows:

• Delivery document header

The data for the document header is valid for the entire document. This

includes,forexample,datafortheship-topartyanddeadlinesforshipping

processing.

• Delivery document item

Eachiteminthedeliverydocumentcontainsitsowndata. Thisincludes,for

example,dataaboutthematerial,quantities,weights,andstockinformation.

Eachdeliverydocumentcancontainseveralitemswhereastheindividual

items can be controlled differently. Examples include material items,

free-of-charge items, or text items.

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SCM600 Lesson: Shipping Processing

Unlikesalesdocuments,deliverydocumentsdonotcontainschedulelines. Each

schedulelineinthesalesdocumentcanbecomeaniteminthedeliverydocument.

Toensurethatthedeliverydocumentsareprocessedefficiently, thedatacanbe

read and processed in different views. The views are grouped into overview,

header and item screens.

Figure 26: Picking

Youcreateatransferorderfor anoutbounddelivery.

Atransferorderisgeneratedforawarehousenumber. Duringthisprocess,only

thedeliveriesthatarenecessaryforpickingaretakenintoaccount. Thesystem

copies the relevant data from the delivery.

Thesystemcancombinemorethanoneoutbounddeliveryinagroupoftransfer

ordersprovidedthatthesamewarehousenumberisused. Selectionofoutbound

deliveriescanbefurtherrestrictedviathepickingdateandthechoiceofcertain

shipping points, for example.

To optimize picking, you can create picking lists that contain materials from

multiple outbound deliveries. To relievethe work for the picker, you can sort

the list according to storage bin and material and also calculate the quantities

per material.

Thesystemcancreatetransferorderseitheron-lineorasabackgroundjobtobe

executed during off-peak hours.

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Unit2: OverviewofSalesProcesses SCM600

Figure 27: Posting Goods Issue

Whenthegoodsissueisposted,thefollowingiscarriedoutautomatically:

• The quantity in inventory management and the delivery requirements in

materials planning are updated.

• Thevaluechangeinthebalancesheetaccountsforinventoryaccountingis

posted(thepostingsfromtherelevantaccountingdocumentarebasedonthe

cost of the material).

• ThesystemcreatesfurtherdocumentsforFinancialAccounting.

• The billing due list is generated.

• Thestatusinallassociatedsalesdocumentsisupdated.

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SCM600 Lesson: Shipping Processing

Lesson Summary

You should now be able to:

• Createanoutbounddeliverywithreferencetoasalesorder

• Pick and post goods issue

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Unit2: OverviewofSalesProcesses SCM600

Lesson: Billing Document Processing

Lesson Overview

Thislessonexplainsthefunctionanduseofbillingdocumentswithinthestandard

sales and distribution process.

Lesson Objectives

After completingthislesson, you will beable to:

• Invoice a customer for the delivery

• Enter an incoming payment in the system

Business Example

Youwillbeintroducedtothestepsinvolvedinbillingandprocessingincoming

payments.

Billing Document Processing

Figure 28: Creating a Billing Document

Youcancreateaninvoiceforasingledeliveryorsalesorder.

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SCM600 Lesson: Billing Document Processing

Thesystemcancombineanumberofoutbounddeliveriesinonebillingdocument

providedthattheyhavethesamecharacteristics, suchas:

• Payer

• Billing date

• Destination country

The system can create invoices either on-line or as a background job to be

executed during off-peak hours.

Figure 29: Billing Document Structure

A billing document is grouped into two levels: header and item. The data is

distributed across these levels as follows:

• Billing document header

The data for the document header is valid for the entire document. This

includes,forexample,dataaboutthepayerandbillingdate.

• Billing document item

Eachiteminthebillingdocumentcontainsitsowndata. Thisincludes,for

example,detailsaboutthematerial,billingquantities,andnetvaluesforthe

items. Eachbillingdocumentcanhaveseveralitems.

Toensurethatthebillingdocumentsareprocessedefficiently,thedatacanberead

andprocessedindifferentviews. Theviewsaregroupedintooverview, header

and item screens.

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Unit2: OverviewofSalesProcesses SCM600

Figure 30: Effects of Billing Document

When you save the billing document, the system automatically generates all

the requireddocuments for accounting. Thesystem carriesout adebit posting

in accounting on the customer receivables account and a credit posting on the

revenue account.

The accounting document identifies all the subsequent postings in financial

accountingthat refer backtopricinginSD,suchasthereceivableoncustomer

accountsortheobtainednetsalesandtaxesontherelevantG/Laccounts.

When you save the billing document, the system can automatically generate

furtherdocumentsforFinancialAccounting(fortheControllingcomponentsas

well asfor profitability analysis, for example).

Thefollowingalsooccurswhenthebillingdocumentisposted:

• Thestatusinallrelatedsales,delivery,andbillingdocumentsisupdated

• Thesalesstatisticsinthesalesinformationsystemareupdated

• Thedataregardingtheconsumptionofthecustomer'screditlimitisupdated

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SCM600 Lesson: Billing Document Processing

Document Flow

Figure 31: Document Flow in the System

Thedocumentswithinasalesanddistributionprocessarelinkedtoeachothervia

thedocumentflow. Thisenablesyoutoaccessthehistoryandcurrent statusof

your salesand distribution processesat anytime.

Youcandisplaythedocumentflowasalistwiththelinkeddocuments. Depending

onthedocument fromwhichyoucallupthelist, alltherelevant precedingand

subsequent documents are displayed.

Fromthislist,youcandisplaytherelevantdocumentsorcallupstatusoverviews

for the documents.

Thisprovidesaquickoverviewoftheprogressofyoursalesprocessesatanytime

andcanbeusedtoanswercustomerquestionsquicklyandreliably.

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Unit2: OverviewofSalesProcesses SCM600

Figure 32: Document Flow at Item Level

Thedocumentflowisupdatedatthedocumentheaderandlineitemlevel.

Schedulelinesareonlyinsalesdocuments. Sinceeachschedulelinecontainsits

owndeliverydate,eachdeliverableschedulelinebecomesanindividualitemin

a delivery document.

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SCM600 Lesson: Billing Document Processing

Exercise 2: Sales and Distribution Process

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Create a simple sales order

• Createanoutbound delivery for a salesorder

• Executepickingandpostthegoodsissuetoanoutbounddelivery

• Createabillingdocument for outbounddelivery

• Enter an incoming payment for the customer

Business Example

As a rule, the sales process begins with the customer ordering materials from

youandtellingyouhisrequesteddeliverydate. Usingthisinformation,youcan

enter a sales order.

Youthentriggertheshippingactivitiesattheappropriatetimesothatthecustomer

receivesthematerialintime. Tobeabletopickthematerialinstock,yougenerate

apickinglist. Assoonasthematerialhasleftthecompany,youpostthegoods

issue in order to update stocks and values.

Youthencreateabillingdocumentandsendthecustomertheinvoice. Assoon

asthecustomerhaspaidforthematerials,theincomingpaymentsarepostedin

Financial Accounting.

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Unit2: OverviewofSalesProcesses SCM600

Task 1:

Describe the pre-sales activities.

1. Inwhatpartoftheprocessdothepre-salesactivitiesforsalesanddistribution

processing take place?

2. Whattasksarecarriedoutduringpre-salesactivities?

Task 2:

Create a sales order.

1. Createastandard order forthefollowing purchaseorder(salesdocument

typeOR,salesorganization1000,distributionchannel12,division00).

Purchase order:

Customer: T-S50A##

Purchaseordernumber: 4-211

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 10

T-AS2## 20

Hint: UsethetransactionLogistics→Salesand Distribution→

Sales → Order → Create

Savetheorderandwritedownthedocumentnumber.

____________________________________________

Continued on next page

Customer:	T-S50A##
Purchaseordernumber:	4-211
Requesteddeliverydate:	in 10 days

Material	Quantity
T-AS1##	10
T-AS2##	20

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SCM600 Lesson: Billing Document Processing

Task 3:

Displaythesalesorderandfamiliarizeyourselfwiththescreenlayout.

1. Displaythepreviouslyenteredsalesorder. Writedownthepaymenttermsin

the sales order header.

____________________________________________

2. From which plant is item 10 delivered?

Hint: Inordertodisplaytheplantforitem10,scrolltotherighton

the Sales tab page.

____________________________________________

3. What isthe netpricefor item10and item 20?

Hint: ByscrollingtotherightontheSalestabpage,youwillfind

the net price for an item.

____________________________________________

4. Whatisthedeliverydateintheschedulelineforitem10?

Hint: Inordertodisplaytheschedulelinesfortheitem,chooseitem

10 andthenselectSchedulelinesforitem.

____________________________________________

5. Whatistheoverallprocessingstatusforthesalesorder?

Hint: To display the overall processing status, choose Display

document flow.

____________________________________________

Continued on next page

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Unit2: OverviewofSalesProcesses SCM600

Task 4:

Create the outbound delivery.

1. Createanoutbounddeliveryfortheprevioussalesorder.

Hint: UsethetransactionLogistics→Salesand Distribution→

ShippingandTransportation→OutboundDelivery→Create→

SingleDocument→WithReferencetoSalesOrder. Tobeableto

entertheoutbounddeliveryatanearlierdate,settheselectiondate

20daysintothefuture. UseshippingpointZ0##.

2. SwitchtothePickingtabpageandrecordthedeliveryquantityandpicking

quantity for the two items.

____________________________________________

3. Savetheoutbounddeliveryandrecordthedocumentnumber.

____________________________________________

Task 5:

Displaythedocumentflowfortheoutbounddelivery.

1. Whatistheoverallprocessingstatusforthesalesorder?

Hint: You willfindtheoverallprocessingstatusintheoutbound

deliverydocument flow. In the transactionOutbound Delivery→

Display, chooseDocument flow.

____________________________________________

2. Whatistheoverallprocessingstatusfortheoutbounddelivery?

____________________________________________

Continued on next page

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SCM600 Lesson: Billing Document Processing

Task 6:

Display theinventory management for materials.

1. Before the materials leave the plant and the goods issue is being posted,

displaythestocksforMaterialT-AS1##inplant1000.

Hint: Openanewsessioninordertotracethestocks.

Inventorymanagementiscarriedoutinmaterialsmanagement. Use

the transaction Logistics→MaterialsManagement→Inventory

Management→Environment→Stock→StockOverview.

Recordhowmanypiecesareinstockandavailableforuse.

____________________________________________

Task 7:

Pick the outbound delivery.

1. Createatransferrequestasabasisforgoodsmovementinthewarehouseand

toprintthepickinglist. Enterthetransferorderfortheoutbounddelivery

from the previous task:

Warehouse Number 010

Plant 1000

Foreground/Background Background

Adopt pickingquantity 1

Hint: UsethetransactionLogistics→Salesand Distribution→

ShippingandTransportation→Picking→CreateTransferOrder

→ Single Document

Record the transfer order number.

____________________________________________

Task 8:

Oncepickinghasbeencarriedout,youcanpostthegoodsissue.

1. Changetheoutbounddelivery. First,notethepickingquantitiesthatarein

both items in the outbound delivery.

____________________________________________

Continued on next page

Warehouse Number	010
Plant	1000
Foreground/Background	Background
Adopt pickingquantity	1

第 70 页 / 共 473 页

Unit2: OverviewofSalesProcesses SCM600

____________________________________________

2. Post the goods issue.

Hint: IntheChangeOutboundDeliverytransaction, choosePost

Goods Issue.

Task 9:

Display the inventorymanagement for materials.

1. Oncethematerialshavelefttheplantandthegoodsissuehasbeenposted,

displaythestocksforMaterialT-AS1##inplant1000again.

Hint: Switch toyour secondsession and choose Refresh. If you

have deleted the second session, choose Logistics→ Materials

Management→InventoryManagement→Environment→Stock→

Stock Overview.

Record howmanypiecesarenowstill instock.

____________________________________________

Task 10:

Displaythedocumentflowfortheoutbounddelivery.

1. Whatistheoverallprocessingstatusfortheoutbounddelivery?

Hint: You willfindtheoverallprocessingstatusintheoutbound

deliverydocument flow. In the transactionOutbound Delivery→

Display, chooseDocument flow.

____________________________________________

2. Whatfurtherdocumentshavebeenenteredforoutbounddelivery?

____________________________________________

3. Whyisthestatusfortheoutbounddeliverystillinprocess?

____________________________________________

4. Whyarethetransferorderandgoodsissuealreadycompleted?

____________________________________________

Continued on next page

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SCM600 Lesson: Billing Document Processing

Task 11:

Create the billing document.

1. Createthebillingdocumentfortheoutbounddeliveryfromtheprevioustask:

Hint: UsethetransactionLogistics→Salesand Distribution→

Billing→ Billing Document→Create

Savethebillingdocumentandwritedownthedocumentnumber.

____________________________________________

Task 12:

Display the billing document.

1. Checkinthebillingdocumentheaderwhichcompanycodethedatahasbeen

posted to in Financial Accounting.

Hint: Thecompanycodeisinthebillingdocumentheaderunder

theaccountingdata. InthetransactionBillingDocument→Display,

choose Display doc. header details.

____________________________________________

2. Displaytheaccountingdocumentforthebillingdocumentandwritedown

which accounts have been posted to.

Hint: To displaytheaccounting document, gotoDisplayBilling

Document: AccountingoverviewandchooseAccountingdocument.

____________________________________________

3. Display thedocument flowfor thebillingdocument. What is the overall

processing status for the outbounddelivery?

____________________________________________

4. Whatfurtherdocumenthasbeengeneratedbysavingthebillingdocument?

____________________________________________

5. Whatistheoverallprocessingstatusfortheaccountingdocument?

____________________________________________

Continued on next page

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Unit2: OverviewofSalesProcesses SCM600

Task 13:

Thecustomerpaystheinvoice. Entertheincomingpaymentfromthecustomer

for financial accounting.

1. First, displaythe billing document to check theinvoiced amount that the

customer has to pay. The customer pays punctually and can, therefore,

justifiablyclaimthedeductionofcashdiscount. Recordthefinalamountand

deduction of cash discount.

Hint: Displaythebillingdocument. Checkthepricingconditions

in the billing document header.

Choose Billing Document→ Display.

Choose Pricing conditions header.

____________________________________________

2. Entertheincoming payments. Thecustomerpaysthefinal amountofthe

invoiceminusthedeductionof cashdiscount.

The incoming payment is entered with:

Document date: Today’s date

Company code: 1000

Posting date: Today’s date

Currency: EUR

Bank data

Account: 100009

Amount: See previous exercise: Total minus cash

discount

Continued on next page

Document date:	Today’s date
Company code:	1000
Posting date:	Today’s date
Currency:	EUR

Bank data
Account:	100009
Amount:	See previous exercise: Total minus cash discount

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SCM600 Lesson: Billing Document Processing

Open Itemselection:

Account: T-S50A##

Hint: In Financial Accounting, you enter incoming payments

by choosing: Accounting → Financial Accounting → Accounts

Receivable→DocumentEntry→IncomingPayments

Onceyou haveenteredthedifferent values, chooseProcessopen

items.

The postingcan only be completedsuccessfullywhenthevalues

from bothfields onthe bottom right match: Amount enteredand

Assigned.

If several open items are available, you can deactivate these by

double clicking on the amount field.

3. Finally,displaythedocumentflowforthebillingdocumentagain.

Whatistheoverallprocessingstatusfortheaccountingdocument?

____________________________________________

Task 14:

Questionsabout theoverviewof salesprocesses.

1. Whichstepsarecarriedoutinsalesanddistributionprocesses?

2. Whichfunctioninthesystemcanyouusetodisplaytheoverallprocessing

status and history for documents?

Continued on next page

Open Itemselection:
Account:	T-S50A##

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Unit2: OverviewofSalesProcesses SCM600

3. What are the three levels of a salesorder?

4. Whatarethetwolevelsofanoutbounddeliveryandabillingdocument?

5. Whataretheeffectsof posting agoodsissue?

6. Whataretheeffectsofcreatingabillingdocument?

第 75 页 / 共 473 页

SCM600 Lesson: Billing Document Processing

Solution 2: Sales and Distribution Process

Task 1:

Describe the pre-sales activities.

1. Inwhatpartoftheprocessdothepre-salesactivitiesforsalesanddistribution

processing take place?

Answer: Pre-salesactivitiessuchasinquiriesandquotationsusuallycome

atthestartofthesalesprocess,beforethesalesordersareprocessed.

Customersalesactivities,forexamplevisitsortelephonecalls,canalsotake

place duringthe entireduration of thecustomer relationships, be entered

into the system, and administered.

2. Whattasksarecarriedoutduringpre-salesactivities?

Answer: Pre-Sales activities include:

• Maintaining customer contacts

• Mailing lists

• Processing customer inquiries

• Processing quotations.

Task 2:

Create a sales order.

1. Createastandard order for thefollowingpurchaseorder (salesdocument

typeOR,salesorganization1000,distributionchannel12,division00).

Purchase order:

Customer: T-S50A##

Purchaseordernumber: 4-211

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 10

T-AS2## 20

Hint: UsethetransactionLogistics→Salesand Distribution→

Sales → Order → Create

Savetheorderandwritedownthedocumentnumber.

Continued on next page

Customer:	T-S50A##
Purchaseordernumber:	4-211
Requesteddeliverydate:	in 10 days

Material	Quantity
T-AS1##	10
T-AS2##	20

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Unit2: OverviewofSalesProcesses SCM600

____________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Create

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 3:

Displaythesalesorderandfamiliarizeyourselfwiththescreenlayout.

1. Displaythepreviouslyenteredsalesorder. Writedownthepaymenttermsin

the sales order header.

____________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Display

Terms of payment:

ZB01. ThepaymenttermsareontheSalestabpage.

2. From which plant is item 10 delivered?

Hint: Inordertodisplaytheplantforitem10,scrolltotherighton

the Sales tab page.

____________________________________________

a) From plant 1000.

Forexample,byscrollingtotheright,youwillfindthedeliveryplant

fortheitemontheProcurementortheSalestabpage.

3. Whatis thenet price for item10and item 20?

Hint: ByscrollingtotherightontheSalestabpage,youwillfind

the net price for an item.

____________________________________________

a) Net price Item 10: EUR 60 per piece.

Net price Item 20: EUR 30 per piece.

Byscrolling totherighton theSales tabpage, you will findthenet

price for an item.

Continued on next page

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SCM600 Lesson: Billing Document Processing

4. Whatisthedeliverydateintheschedulelineforitem10?

Hint: Inordertodisplaytheschedulelinesfortheitem,chooseitem

10 andthenselectSchedulelinesforitem.

____________________________________________

a) Deliverydate: Correspondstotherequesteddeliverydatein10days.

Inordertodisplaytheschedulelinesfortheitem,chooseitem10and

then select Schedule lines for item.

5. Whatistheoverallprocessingstatusforthesalesorder?

Hint: To display the overall processing status, choose Display

document flow.

____________________________________________

a) status: open

Youwillfindtheoverallprocessingstatusinthesalesorderdocument

flow. ChooseDisplay document flow.

Task 4:

Create the outbound delivery.

1. Createanoutbounddeliveryfortheprevioussalesorder.

Hint: UsethetransactionLogistics→Salesand Distribution→

ShippingandTransportation→OutboundDelivery→Create→

SingleDocument→WithReferencetoSalesOrder. Tobeableto

entertheoutbounddeliveryatanearlierdate,settheselectiondate

20daysintothefuture. UseshippingpointZ0##.

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→SingleDocument→WithReference

to Sales Order.

To be able to enter the outbound delivery at an earlier date, set the

selectiondate20daysintothefuture. UseshippingpointZ0##.

2. SwitchtothePickingtabpageandrecordthedeliveryquantityandpicking

quantity for the two items.

____________________________________________

Continued on next page

第 78 页 / 共 473 页

Unit2: OverviewofSalesProcesses SCM600

____________________________________________

a) Select the Picking tab page.

Deliveryquantity Picked

quantity

Item 10 10 0

Item 20 20 0

3. Savetheoutbounddeliveryandrecordthedocumentnumber.

____________________________________________

a) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 5:

Displaythedocumentflowfortheoutbounddelivery.

1. Whatistheoverallprocessingstatusforthesalesorder?

Hint: You willfindtheoverallprocessingstatusintheoutbound

deliverydocument flow. In the transactionOutbound Delivery→

Display, chooseDocument flow.

____________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

Outbound Delivery → Display

Choose Display document flow.

Standard order: status: completed

2. Whatistheoverallprocessingstatusfortheoutbounddelivery?

____________________________________________

a) Outbound delivery: status: open

Continued on next page

	Deliveryquantity	Picked quantity
Item 10	10	0
Item 20	20	0

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SCM600 Lesson: Billing Document Processing

Task 6:

Display theinventory management for materials.

1. Before the materials leave the plant and the goods issue is being posted,

displaythestocksforMaterialT-AS1##inplant1000.

Hint: Openanewsessioninordertotracethestocks.

Inventorymanagementiscarriedoutinmaterialsmanagement. Use

the transaction Logistics→MaterialsManagement→Inventory

Management→Environment→Stock→StockOverview.

Recordhowmanypiecesareinstockandavailableforuse.

____________________________________________

a) Logistics → Materials Management → Inventory Management →

Environment → Stock →StockOverview

Thereare100pieces instockinplant 1000.

Task 7:

Pick the outbound delivery.

1. Createatransferrequestasabasisforgoodsmovementinthewarehouseand

toprintthepickinglist. Enterthetransferorderfortheoutbounddelivery

from the previous task:

Warehouse Number 010

Plant 1000

Foreground/Background Background

Adopt pickingquantity 1

Hint: UsethetransactionLogistics→Salesand Distribution→

ShippingandTransportation→Picking→CreateTransferOrder

→ Single Document

Record the transfer order number.

____________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

Picking→CreateTransferOrder→SingleDocument

Thedocumentnumberisassignedinternallybythesystem.

Continued on next page

Warehouse Number	010
Plant	1000
Foreground/Background	Background
Adopt pickingquantity	1

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Unit2: OverviewofSalesProcesses SCM600

Task 8:

Oncepickinghasbeencarriedout,youcanpostthegoodsissue.

1. Changetheoutbounddelivery. First,notethepickingquantitiesthatarein

both items in the outbound delivery.

____________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Change→SingleDocument

Pick quantity

Item 10 10

Item 20 20

2. Post the goods issue.

Hint: IntheChangeOutboundDeliverytransaction, choosePost

Goods Issue.

a) Choose Post Goods Issue.

Task 9:

Display the inventorymanagement for materials.

1. Oncethematerialshavelefttheplantandthegoodsissuehasbeenposted,

displaythestocksforMaterialT-AS1##inplant1000again.

Hint: Switch toyour secondsession and choose Refresh. If you

have deleted the second session, choose Logistics→ Materials

Management→InventoryManagement→Environment→Stock→

Stock Overview.

Record howmanypiecesarenowstill instock.

____________________________________________

a) SwitchtoyoursecondsessionandchooseRefresh. Thereare90pieces

in stock in plant 1000.

Continued on next page

	Pick quantity
Item 10	10
Item 20	20

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SCM600 Lesson: Billing Document Processing

Task 10:

Displaythedocumentflowfor theoutbounddelivery.

1. Whatistheoverallprocessingstatusfortheoutbounddelivery?

Hint: Youwill findtheoverall processingstatusin theoutbound

deliverydocument flow. Inthetransaction Outbound Delivery→

Display, chooseDocument flow.

____________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

Outbound Delivery → Display

Choose Document flow.

Outbound delivery: status: in process

2. Whatfurtherdocumentshavebeenenteredforoutbounddelivery?

____________________________________________

a) WMtransferorderandgoodsdeliveryforoutbounddelivery.

3. Whyisthestatusfortheoutbounddeliverystillinprocess?

____________________________________________

a) Thesubsequentdocumentbillingdocumenthasnotyetbeenentered

foroutbounddelivery. Thedocumentmaintainsthestatusinprocess

until shippingprocessing iscompletedbythecreationof thebilling

document.

4. Whyarethetransferorderandgoodsissuealreadycompleted?

____________________________________________

a) The transfer order and goods issue are both part of the outbound

delivery. Both steps are completed.

Continued on next page

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Unit2: OverviewofSalesProcesses SCM600

Task 11:

Create the billing document.

1. Createthebillingdocumentfortheoutbounddeliveryfromtheprevioustask:

Hint: UsethetransactionLogistics→Salesand Distribution→

Billing→Billing Document→ Create

Savethebillingdocumentandwritedownthedocumentnumber.

____________________________________________

a) Logistics →Salesand Distribution → Billing →Billing Document

→ Create

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 12:

Display the billing document.

1. Checkinthebillingdocumentheaderwhichcompanycodethedatahasbeen

posted to in Financial Accounting.

Hint: Thecompanycodeisinthebillingdocumentheaderunder

theaccountingdata. InthetransactionBillingDocument→Display,

choose Display doc. header details.

____________________________________________

a) Logistics →Salesand Distribution → Billing →Billing Document

→ Display

Choose Display doc. header details.

Company code 1000

2. Displaytheaccountingdocumentforthebillingdocumentandwritedown

which accounts have been posted to.

Hint: Todisplay theaccountingdocument, gotoDisplayBilling

Document: AccountingoverviewandchooseAccountingdocument.

____________________________________________

Continued on next page

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SCM600 Lesson: Billing Document Processing

____________________________________________

a) Choose Accounting overview.

Select the accounting document.

Thefollowingaccountshavebeenpostedto:

CustomeraccountMotomarket Heidelberg

Domestic sales revenue (per item)

Output tax

3. Display thedocument flowfor thebillingdocument. What is the overall

processing status for the outbounddelivery?

____________________________________________

a) Logistics→SalesandDistribution→Billing→Billing Document

→ Display

Choose Display document flow.

Outbound delivery: status: completed

4. Whatfurtherdocumenthasbeengeneratedbysavingthebillingdocument?

____________________________________________

a) Theaccountingdocumentisautomaticallygeneratedinthebackground

when the billing document is created.

5. Whatistheoverallprocessingstatusfortheaccountingdocument?

____________________________________________

a) Accounting document: status: not cleared

Task 13:

Thecustomerpaystheinvoice. Entertheincomingpaymentfromthecustomer

for financial accounting.

1. First, display the billing document to checktheinvoiced amount that the

customer has to pay. The customer pays punctually and can, therefore,

justifiablyclaimthedeductionofcashdiscount. Recordthefinalamountand

deduction of cash discount.

Hint: Displaythebillingdocument. Checkthepricingconditions

in the billing document header.

Choose Billing Document→ Display.

Choose Pricing conditions header.

Continued on next page

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Unit2: OverviewofSalesProcesses SCM600

____________________________________________

a) Finalamount1320(correspondstothetotalamountoftheinvoice)

Cash discount 39.60

2. Entertheincoming payments. Thecustomerpaysthefinal amountofthe

invoiceminusthedeductionof cashdiscount.

The incoming payment is entered with:

Document date: Today’s date

Company code: 1000

Posting date: Today’s date

Currency: EUR

Bank data

Account: 100009

Amount: See previous exercise: Total minus cash

discount

Open Item selection:

Account: T-S50A##

Hint: In Financial Accounting, you enter incoming payments

by choosing: Accounting → Financial Accounting → Accounts

Receivable→DocumentEntry→IncomingPayments

Onceyouhaveenteredthedifferent values, chooseProcessopen

items.

Thepostingcan only be completedsuccessfullywhenthevalues

from both fields on thebottom right match: Amount entered and

Assigned.

If several open items are available, you can deactivate these by

double clicking on the amount field.

a) Amountdue(finalamount-cashdiscount): 1320–39.60=1280.40

Accounting → Financial Accounting → Accounts Receivable →

Document Entry →Incoming Payments

3. Finally,displaythedocumentflowforthebillingdocumentagain.

Continued on next page

Document date:	Today’s date
Company code:	1000
Posting date:	Today’s date
Currency:	EUR

Bank data
Account:	100009
Amount:	See previous exercise: Total minus cash discount

Open Item selection:
Account:	T-S50A##

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SCM600 Lesson: Billing Document Processing

Whatistheoverallprocessingstatusfortheaccountingdocument?

____________________________________________

a) Logistics→SalesandDistribution→Billing→Billing Document

→ Display

Choose Display document flow.

Accounting document: status: cleared

Task 14:

Questionsabout theoverviewof salesprocesses.

1. Whichstepsarecarriedoutinsalesanddistributionprocesses?

Answer: Presales Activities

Sales Order Processing

Procurement

Shipping

Billing

Payment

2. Whichfunctioninthesystemcanyouusetodisplaytheoverallprocessing

status and history for documents?

Answer: WiththefunctionDisplaydocumentflow.

3. What arethe three levels of a salesorder?

Answer: Order header

Item

Schedule line

4. Whatarethetwolevelsofanoutbounddeliveryandabillingdocument?

Answer: Header

Item

5. What aretheeffects of posting agoodsissue?

Answer: Stock quantity is updated

Values are updated ininventory accounting

Stocks are updated

Furtheraccountingdocumentsaregenerated(inControlling,forexample)

The billing index is updated (by doing so, the billing document can be

generated for outbound delivery)

Statusin all relevant salesdocumentsisupdated

Continued on next page

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Unit2: OverviewofSalesProcesses SCM600

6. Whataretheeffectsofcreatingabillingdocument?

Answer: Accounting document iscreated

Further documentsarecreatedfor accounting

Statusinallrelevantsalesdocumentsisupdated

The sales information system is updated

Thecustomercreditmanagementaccountisupdated

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SCM600 Lesson: Billing Document Processing

Lesson Summary

You should now be able to:

• Invoice a customer for the delivery

• Enter an incoming payment in the system

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UnitSummary SCM600

Unit Summary

You should now be able to:

• Explaintheprocesschainforsalesorderprocessing

• Createasalesorderwithreferencetoaquotation

• Createanoutbounddeliverywithreferencetoasalesorder

• Pick and post goods issue

• Invoice a customer for the delivery

• Enter an incoming payment in the system