SCM600_EN_Col92_FV_Part_A4 (第3页)

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Unit 3

Master Data in Sales and Distribution

Unit Overview

Thisunitcoversthekeysalesanddistribution-relevantmasterdata.

Unit Objectives

After completing thisunit, you will beableto:

• Maintain customer master data

• Maintain material master data

• Maintain thecustomer-material info record

• Maintainconditionmasterdataandexplainpricingfunctions

• Issue output for sales documents

• Work with the incompletion log

Unit Contents

Lesson: Customer Master......................................................80

Exercise 3: Customer Master..............................................87

Lesson: Material Master .......................................................102

Lesson: Customer-Material Info Record.....................................107

Exercise 4: Material Master and Customer-Material Info Record....109

Lesson: Condition Master Data for Pricing..................................126

Lesson: Additional Master Data...............................................130

Exercise 5: Additional Master Data......................................135

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Unit3: MasterDatainSalesandDistribution SCM600

Lesson: Customer Master

Lesson Overview

Thislessonexplainsthestructureandfunctionofthecustomermaster.

Lesson Objectives

After completingthislesson, you will beable to:

• Maintain customer master data

Business Example

• IDES,Inc. addsnewcustomerstoitsexistingcustomerbase.

Customer Master

Figure 33: Origin of Data in Sales Documents

Severalsourcesofdatacanbecopiedintoasalesorderorintoanothersalesand

distribution document. Most of themare defaultvaluesthatyoucanoverwrite

in thesalesand distributiondocument, if necessary.

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SCM600 Lesson: Customer Master

These sourcesof data include, for example:

• Customer master data

• Material master data

• Condition master data

(Youcreateandmaintainthismasterdatainthesalesanddistributionmaster

data for automatic pricing. This could be a material price or a customer

discount, for example).

• Outputisinformationthatissenttothecustomerviavariousmedia,suchas

mail,EDI,orfax. Examplesincludetheprintoutofaquotationoranorder

confirmation,orderconfirmationsviaEDI,orinvoicesbyfax.

Control tables: You can create and maintain control tables in Customizing.

Depending onthetable settings, the proposal canbecontrolled by avarietyof

data in the sales documents.

A previous sales document can serve as a source of data for another sales

document. Example: aquotationcanserveasadatasourceforasalesorder.

Figure 34: Customer Master

Thecustomer mastergroupsdataintocategories: general data, salesareadata,

and company code data.

The general datais relevant for sales and distribution and for accounting. It is

stored centrally (client-specific) to prevent data redundancy. It is valid for all

organizational units within a client.

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Unit3: MasterDatainSalesandDistribution SCM600

Salesareadataisrelevantforsalesanddistribution. Itisvalidfortherespective

salesarea(salesorganization,distributionchannel,anddivision).

Company code data is relevant for accounting. It is valid for the respective

company code.

Thecustomermasterincludesalldatanecessaryforprocessingorders,deliveries,

invoices, and customer payments.

Figure 35: Data on the General Data Tab Pages

To maintain the customer master data relevant for sales and distribution and

accounting,datafieldsaregroupedondifferenttabpages.

Thegeneraldataismaintainedindependentlyoftheorganizationalunits.

The following tab pages are used:

• Address

• Control data

• Payment transactions

• Marketing

• Unloading points

• Export data

• Contact persons

BychangingtheCustomizingsettings,youcanhidecertainfieldsonatabpageor

make them required entry fields.

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SCM600 Lesson: Customer Master

Figure 36: Data on the Sales Area Data Tab Pages

Youcanmaintainthesalesareadatainvariousways,dependingonthesalesarea

(salesorganization, distributionchannel, division).

The following tab pages are used:

• Sales

• Shipping

• Billing document

• Partner function

BychangingtheCustomizingsettings,youcanhidecertainfieldsonatabpageor

make them required entry fields.

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Unit3: MasterDatainSalesandDistribution SCM600

Figure 37: PartnerFunctions in the CustomerMaster

You storethepartner functionsforthecustomermaster inthecustomermaster

salesareadata(tabpagePartnerfunction). Duringsalesorderprocessing,theyare

copied as default values into the documents.

Forsalesorder processing,yourequirethemandatorypartnerfunctionssold-to

party, ship-to party, payer, and bill-to party. Inthecourseof processing asales

order, theycandifferfromeachotherorcanbeidentical.

• Sold-to party: places the order.

• Ship-to party: receives goodsor services.

• Bill-toparty: receivestheinvoiceforgoodsorservices.

• Payer: is responsiblefor paying theinvoice.

Other partner functions, such as contact person or forwarding agent, are not

absolutelynecessary for salesorder processing.

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SCM600 Lesson: Customer Master

Figure 38: Data on the Company Code Data Tab Pages

To maintain the customer master data relevant for accounting, data fields are

grouped on different tab pages.

You can maintain the company code data in various ways, according to the

company code

Thecompanycodedatainthecustomermastercomprisesthefollowingtabpages:

• Account management

• Payment transactions

• Correspondence

• Insurance

BychangingtheCustomizingsettings,youcanhidecertainfieldsonatabpageor

make them required entry fields.

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Unit3: MasterDatainSalesandDistribution SCM600

Figure 39: Effects ofChanges in the CustomerMaster

Changes that you make to a customer's master data do not affect any sales

documentsthathavealreadybeenenteredforthecustomerinthesystem. Ifsuch

changesarerequired,youhavetoperformtheminthedocumentsmanuallyafter

changingthemasterdata. However,theaddressofthecustomerisanexception

andthisisalwayskept current ineach document.

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SCM600 Lesson: Customer Master

Exercise 3: Customer Master

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Maintain a customer master record

• Understandtheeffectofcustomer master dataondocumentprocessingin

sales and distribution

• Issueoutputforsalesanddistributiondocumentsonthescreen

Business Example

Anewcustomer wantstoplaceanorder andintendstoordermoregoodsfrom

you inthefuture. Therefore, you create amaster record for the customer. The

customerinformsyouthattheywouldliketohavethegoodsdeliveredtovarious

addresses. Atalaterpoint,thecustomerinformsyouofanaddresschange. You

therefore change the customer master. After processing the order for the new

customer,youwanttohavealookatthelayoutoftheorderconfirmationbefore

printing it out and sending it to thecustomer.

Task 1:

Createacustomermasterrecordfor thenewcustomer.

1. You create the customer master with number 234## for sales area 1000,

12, 00 and for company code 1000.

Hint: Since the relevant sales and accounting data is already

available, enterthecustomermasterforthesold-toparty. Usethe

transactionLogistics→SalesandDistribution→MasterData→

BusinessPartner→Customer→Create→Complete.

Enter only the data specified below.

During atelephone call withthecustomer, youwritedownthefollowing

information.

Note:

Accountgroup: 0001Sold-toparty(usethefirstentryforthesold-toparty

in the search help table).

Customer: 234##

Address data:

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

Name: Miller

Search term: SCM600-##

Street: Venusstr. 12

Postal Code: 20111

City: Hamburg

Country: Germany

Transportation zone: Region North

Language: Language of the course

Control data:

VAT registration number: DE##1234567

Companycodedata, “AccountManagement”tabpage:

Reconciliation account: 140000

Sales area data:

Sales:

Customer group: Trading companies

Shipping:

Shippingcondition: ##Standard(correspondstogroupnumber+50)

Delivering plant: 1000 Hamburg

Billing document:

Incoterms: CFR Hamburg

Termsofpayment: ZB00Payableimmediatelyduenet

Tax classification: Liable for tax

Save the customer master record.

Continued on next page

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SCM600 Lesson: Customer Master

Task 2:

Displaythepreviouslycreatedcustomermasterrecord.

1. YouarenotsurewhetheryouhaveusedtheIncotermsfieldscorrectly. How

can you get information in the system to make sure that you have used

them correctly?

____________________________________________

Hint: Displaythecustomermaster. UsethefieldhelpwithF1for

thetwofieldsonIncoterms. Thefieldscanbefoundinthesalesarea

dataon the Billing Document tab page.

2. In the customer master record, you have maintained a language for

communication with your customer. Does this mean that the order

confirmationforthiscustomerwillbeprintedusingthislanguage?

____________________________________________

Hint: On the Address tab page in the General data, use thefield

help (F1) in the language field.

3. In the sales area data, check which customer is the bill-to party on the

Partner function tab page.

____________________________________________

Task 3:

Change the customer master record.

1. Thecustomerinformsyouofanothership-topartytowhichthegoodsare

to be delivered frequently besides the sold-to party. To facilitate order

processing,youstoretheadditionalship-topartyinthecustomermasterof

thesold-toparty. Acustomermasterrecordhasalreadybeencreatedforthe

ship-to party (T-S50B##).

Change the customer master record of the sold-party from the previous

exercise. In the sales area data, create the additional ship-to party on the

PartnerfunctionstabpageusingnumberT-S50B##.

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

Task 4:

Thenewcustomer isplacinganorderforthefirst time.

1. Createastandardorderforthenewcustomerbasedonthepurchaseorder.

UsetheF4searchhelpto find thesold-toparty.

Purchase order

Customer: Searchterm: SCM600-##

Ship-to party: T-S50B##

Purchaseordernumber: 5-411

Requesteddeliverydate: in 10 days

Material Quantity

T-AS2## 2

2. Inthesalesorder,thesystemproposestheIncotermsastheyaremaintained

inthecustomermasterrecord. However,forthisorder,theIncotermsFOB

Hamburgshouldbevalid. Changetheseentriesintheorder.

Hint: In the salesorder, theIncotermscan befound in the order

header on the Sales tab page.

Doesthechangeaffectthecustomermasterrecord?

____________________________________________

3. Savetheorderandwritedowntheordernumber.

____________________________________________

Task 5:

Changethecustomermasterrecordofthesold-toparty.

1. The customer informs you of an address change. Enter the new

street,Enjoystr. 99.

2. You have agreed on the new terms of payment ZB02 with the customer.

Changetheseentriesinthecustomermasteraswell.

Hint: Inthecustomermaster, thetermsof paymentcanbefound

in the sales area data on the Billing document tab page in Sales

Area Data.

Continued on next page

Customer:	Searchterm: SCM600-##
Ship-to party:	T-S50B##
Purchaseordernumber:	5-411
Requesteddeliverydate:	in 10 days

Material	Quantity
T-AS2##	2

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SCM600 Lesson: Customer Master

Task 6:

Displaythepreviouslyenteredsalesorder(seeabove).

1. Checktheaddressofthesold-topartyinthesalesorder. Diditchangeafter

you changed the customer master?

____________________________________________

2. Checkthetermsof paymentinthesalesorder. Didtheychangeafteryou

changed the customer master?

____________________________________________

Task 7:

Display the order confirmation on the screen.

1. Beforeprintingandsendingtheorderconfirmation,youwouldliketocheck

the layout of the order confirmation.

Hint: DisplaythesalesorderandchooseHeaderoutputpreview.

Task 8:

Create the outbound delivery.

1. Theoutbounddeliveryforthesalesordermustbemade. Createanoutbound

delivery for the previous standard order (see above). Check the ship-to

partyaddressintheoutbound delivery. Writedownthecustomer number

of the ship-to party.

____________________________________________

Hint: UsethetransactionLogistics→Salesand Distribution→

ShippingandTransportation→OutboundDelivery→Create→

SingleDocument→WithReferencetoSalesOrder. Tobeableto

entertheoutbounddeliveryatanearlierdate,settheselectiondate

20daysintothefuture. UseshippingpointZ0##.

Task 9:

DisplaythepreviouslyenteredcustomermasterrecordforcustomerMiller.

1. Howcan you check in the system the salesareasfor which the customer

record has been maintained?

____________________________________________

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

2. Howcanyoucheckinthesystemwhenandbywhomthecustomermaster

was created?

____________________________________________

3. Howcanyoucheckinthesystemhow,when,andbywhomwhichfieldsin

the customer master were changed?

____________________________________________

4. Howcan you display a list of ordersfor the customer from thecustomer

master?

____________________________________________

Task 10:

Questions on the Customer Master.

1. You have created the new customer master record for sales organization

1000,distributionchannel12,anddivision00only. Salesorganization1020

maypossiblywanttosellgoodstothiscustomerusingdistributionchannel

12anddivision00. Whatwouldyouneedtodotomakeitpossible?

____________________________________________

2. Isit possiblein thecustomer master recordtomaintainvariousaddresses

for thesold-topartyinmultiplecompanycodes?

____________________________________________

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SCM600 Lesson: Customer Master

Solution 3: Customer Master

Task 1:

Createacustomermasterrecordfor thenewcustomer.

1. You create the customer master with number 234## for sales area 1000,

12, 00 and for company code 1000.

Hint: Since the relevant sales and accounting data is already

available, enterthecustomermasterforthesold-toparty. Usethe

transactionLogistics→SalesandDistribution→MasterData→

BusinessPartner→Customer→Create→Complete.

Enter only the data specified below.

During atelephone call withthecustomer, youwritedownthefollowing

information.

Note:

Accountgroup: 0001Sold-toparty(usethefirstentryforthesold-toparty

in the search help table).

Customer: 234##

Address data:

Name: Miller

Search term: SCM600-##

Street: Venusstr. 12

Postal Code: 20111

City: Hamburg

Country: Germany

Transportation zone: Region North

Language: Language of the course

Control data:

VAT registration number: DE##1234567

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

Companycodedata, “AccountManagement”tabpage:

Reconciliation account: 140000

Sales area data:

Sales:

Customer group: Trading companies

Shipping:

Shippingcondition: ##Standard(correspondstogroupnumber+50)

Delivering plant: 1000 Hamburg

Billing document:

Incoterms: CFR Hamburg

Termsofpayment: ZB00Payableimmediatelyduenet

Tax classification: Liable for tax

Save the customer master record.

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer→Create→Complete

Task 2:

Displaythepreviouslycreatedcustomermasterrecord.

1. YouarenotsurewhetheryouhaveusedtheIncotermsfieldscorrectly. How

can you get information in the system to make sure that you have used

them correctly?

____________________________________________

Continued on next page

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SCM600 Lesson: Customer Master

____________________________________________

Hint: Displaythecustomermaster. UsethefieldhelpwithF1for

thetwofieldsonIncoterms. Thefieldscanbefoundinthesalesarea

dataon the Billing Document tab page.

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer→Display→Salesand Distribution , Billing

document tab page.

Incoterms (part 1) defines rules for shipping. Incoterms (part 2)

containsadditionalinformationforthefirstpart.

2. In the customer master record, you have maintained a language for

communication with your customer. Does this mean that the order

confirmationforthiscustomerwillbeprintedusingthislanguage?

____________________________________________

Hint: On the Address tab page in the General data, use thefield

help (F1) in the language field.

a) Logistics→SalesandDistribution→MasterData→BusinessPartner

→Customer→Display→SalesandDistribution,Addresstabpage.

Yes. Thelanguagekeydesignates,forexample,thelanguagethatyou

use to print documents.

3. In the sales area data, check which customer is the bill-to party on the

Partner function tab page.

____________________________________________

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer →Display→SalesandDistribution→Sales

Area Data, Partner function tab page.

Thebill-topartyisthesold-toparty. Ifnecessary,youcanstorefurther

possiblebill-topartiesinthecustomermasterrecord.

Task 3:

Change the customer master record.

1. Thecustomerinformsyouofanothership-topartytowhichthegoodsare

to be delivered frequently besides the sold-to party. To facilitate order

processing,youstoretheadditionalship-topartyinthecustomermasterof

thesold-toparty. Acustomermasterrecordhasalreadybeencreatedforthe

ship-to party (T-S50B##).

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

Change the customer master record of the sold-party from the previous

exercise. In the salesarea data, createthe additional ship-to party on the

PartnerfunctionstabpageusingnumberT-S50B##.

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer →Change→SalesandDistribution,Partner

function tab page.

Task 4:

Thenewcustomer isplacinganorderforthefirst time.

1. Createastandardorderforthenewcustomerbasedonthepurchaseorder.

UsetheF4searchhelpto find thesold-toparty.

Purchase order

Customer: Searchterm: SCM600-##

Ship-to party: T-S50B##

Purchaseordernumber: 5-411

Requesteddeliverydate: in 10 days

Material Quantity

T-AS2## 2

a) Logistics→SalesandDistribution→Sales→Order→Create

2. Inthesalesorder,thesystemproposestheIncotermsastheyaremaintained

inthecustomermasterrecord. However,forthisorder,theIncotermsFOB

Hamburgshouldbevalid. Changetheseentriesintheorder.

Hint: In the salesorder, theIncotermscan befound in the order

header on the Sales tab page.

Doesthechangeaffectthecustomermasterrecord?

____________________________________________

a) No. Thedataisproposedfromthecustomermasterintheorderand

can be overwritten, if necessary.

3. Savetheorderandwritedowntheordernumber.

____________________________________________

a) Thesystemassignstheorderdocumentnumber.

Continued on next page

Customer:	Searchterm: SCM600-##
Ship-to party:	T-S50B##
Purchaseordernumber:	5-411
Requesteddeliverydate:	in 10 days

Material	Quantity
T-AS2##	2

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SCM600 Lesson: Customer Master

Task 5:

Changethecustomermasterrecordofthesold-toparty.

1. The customer informs you of an address change. Enter the new

street,Enjoystr. 99.

a) Logistics→SalesandDistribution→MasterData→BusinessPartner

→Customer→Change→SalesandDistributionforGeneraldata,

Address tab page.

2. You have agreed on the new terms of payment ZB02 with the customer.

Changetheseentriesinthecustomermasteraswell.

Hint: Inthecustomer master, thetermsof paymentcanbefound

in the sales area data on the Billing document tab page in Sales

Area Data.

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer→Change→Salesand Distribution , Billing

document tab page in Sales Area Data.

Task 6:

Displaythepreviouslyenteredsalesorder(seeabove).

1. Checktheaddressofthesold-topartyinthesalesorder. Diditchangeafter

you changed the customer master?

____________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Display

Choose Display doc. header details.

Choose the Partners tab page.

Whentheaddressinthecustomermasterischanged,itisalsochanged

in the order.

2. Checkthetermsof paymentinthesalesorder. Didtheychangeafteryou

changed the customer master?

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

____________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Display

Choose the Sales tab page.

Thetermsofpaymenthavenotchanged. Thenewtermsofpayment

in thecustomer master only become effectivewhen you createnew

salesorders. Ifrequired,youwouldhavetochangethemmanuallyin

thesalesorder thathasalready been entered. Theonlyexceptionto

thisistheaddress. Ifitischanged,itbecomesimmediatelyeffective

in sales orders that already exist.

Task 7:

Display the order confirmation on thescreen.

1. Beforeprintingandsendingtheorderconfirmation,youwouldliketocheck

the layout of the order confirmation.

Hint: DisplaythesalesorderandchooseHeaderoutputpreview.

a) Logistics→SalesandDistribution→Sales→Order→Display

Choose Header output preview. (The layout of an output can be

changedusing theSAPScript functions.)

Task 8:

Create the outbound delivery.

1. Theoutbounddeliveryforthesalesordermustbemade. Createanoutbound

delivery for the previous standard order (see above). Check the ship-to

partyaddressintheoutbounddelivery. Writedown thecustomernumber

of the ship-to party.

Continued on next page

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SCM600 Lesson: Customer Master

____________________________________________

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

Ship-to party: T-S50B##

Task 9:

DisplaythepreviouslyenteredcustomermasterrecordforcustomerMiller.

1. Howcan you check in the system the salesareasfor which the customer

record has been maintained?

____________________________________________

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer→Display→Complete

Choose the Customer’s sales areas.

2. Howcanyoucheckinthesystemwhenandbywhomthecustomermaster

was created?

____________________________________________

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer→Display→Complete

Extras → Administrative Data

3. Howcanyoucheckinthesystemhow,when,andbywhomwhichfieldsin

the customer master were changed?

____________________________________________

Continued on next page

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Unit3: MasterDatainSalesandDistribution SCM600

____________________________________________

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer→Display→Complete

Environment→Account Changes→AllFields

PositionthecursorontherelevantlineandclickChoose.

4. Howcan you display a list of ordersfor the customer from thecustomer

master?

____________________________________________

a) Logistics → Sales and Distribution → Master Data → Business

Partner→Customer→Display→Complete

Environment→List Documents →Orders

Choose Enter.

Task 10:

Questions on the Customer Master.

1. You have created the new customer master record for sales organization

1000,distributionchannel12,anddivision00only. Salesorganization1020

maypossiblywanttosellgoodstothiscustomerusingdistributionchannel

12anddivision00. Whatwouldyouneedtodotomakeitpossible?

____________________________________________

a) Youwouldalsohavetocreatethesalesareadataforthiscustomerfor

therelevantsalesareawithsalesorganization1020.

2. Isit possiblein thecustomer master recordtomaintainvariousaddresses

for thesold-topartyinmultiplecompanycodes?

____________________________________________

a) No. Theaddressof thesold-topartyismaintainedindependentlyof

theorganizationalunits. (Itispossibletoassignseveralship-toparties

to a sold-to party).

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SCM600 Lesson: Customer Master

Lesson Summary

You should now be able to:

• Maintain customer master data

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Unit3: MasterDatainSalesandDistribution SCM600

Lesson: Material Master

Lesson Overview

Thislessonexplainsthestructureandfunctionofthematerialmaster.

Lesson Objectives

After completingthislesson, you will beable to:

• Maintain material master data

Business Example

• IDES,Inc. isofferinganewmaterialthatisalsotobemappedinthesystem

as a master record.

Material Master

Figure 40: Material Master

The material master comprises the following areas: basic data, sales

and distribution data, purchasing data, various other pieces of data for

engineering/design,accounting,costing,warehousemanagement,andsoon.

Basic datais relevant to all areas. It isvalid for all organizational unitswithin

a client.

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SCM600 Lesson: Material Master

Thesalesorganizationdataisrelevantforsalesanddistribution. Itisvalidforthe

respectivesalesorganizationandthedistributionchannel.

Sales plant data is also relevant for sales and distribution and is valid for the

respective delivering plant.

Additionaldatarelevantfordifferentorganizationalunitsisavailableforvarious

other areas.

Figure 41: Data on the Sales Tab Pages

There are several tab pages for thematerial master that arevalid for salesand

distribution:

• Basic data is relevant to all areas. It is maintained independently of the

organizational units.

• Data for Sales: SalesOrg. 1andSales: SalesOrg. 2and the salestext is

validforthesalesorganizationanddistributionchannel.

• Sales: General/Plant dataand theForeignTrade: Export dataisvalid for

the delivering plant.

BychangingtheCustomizingsettings,youcanhidecertainfieldsonatabpageor

make them required entry fields.

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Unit3: MasterDatainSalesandDistribution SCM600

Figure 42: Service materials

Services must exist asmaterial master recordsin order to beused in salesand

distributionprocesses. Thefunctionsintheareaofshipping/storagearenotused

andthereforeyoudonothavetomaintainmuchinformation. Werecommendthat

youusematerialtypeDIENforservicematerials(noinventorymanagement).

Division-Specific and Cross-Division Sales

Figure 43: Cross-Division Sales

You can use this kind of processing to enter multiple materials with various

divisions in a sales order.

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SCM600 Lesson: Material Master

YoucancontrolthefollowinginCustomizing,accordingtothesalesdocument

type:

• Whether it is possible to enter multiple materials with various divisions

for an order.

• Thewaythesystemistorespond(withorwithoutwarningmessage).

• Whetherthedivisiononitemleveliscopiedfromthematerialmasterrecord

orwhetherthedivisioninthedocumentheaderisalsocopiedintotheitem.

Figure 44: Division-Specific Sales

Youcannot usethiskindof processingtoentermultiplematerialswith various

divisions in an order.

ThiscanbecontrolledinCustomizing,accordingtothesalesdocumenttype.

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Unit3: MasterDatainSalesandDistribution SCM600

Lesson Summary

You should now be able to:

• Maintain material master data

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SCM600 Lesson: Customer-Material Info Record

Lesson: Customer-Material Info Record

Lesson Overview

This lesson explains the structure and function of the customer-material info

record.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Maintain thecustomer-material info record

Business Example

• IDES,Inc. wantstostorematerial-specificdataforacustomer.

Customer-Material Info Record

Figure 45: MasterData: Customer-MaterialInformation

Thecustomer-materialinforecordisusedforstoringcustomer-specificmaterial

data.

Ifacustomer-materialinforecordhasbeendefinedforacustomerandamaterial,

thedefaultvaluestakepriorityoverthevaluesinthecustomerormaterialmaster

whenadocumentisprocessed(order,delivery,andsoon).

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Unit3: MasterDatainSalesandDistribution SCM600

Youcanusethecustomer-materialinformationrecordtomaintainthefollowing

data:

• Cross-reference from your customer’s material number to your material

numberand thecustomer'smaterial description.

• Specific shipping information for this customer and material (such as

deliverytolerances,specifyingifthecustomerwillacceptpartialdeliveries,

or the default delivering plant).

Figure46: OrderEntryusingtheCustomer-MaterialInformation

Sales orders can be placed with the customer’s material number by using the

Ordering Party tab page.

The system finds the associated material master via the customer-material

information.

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SCM600 Lesson: Customer-Material Info Record

Exercise 4: Material Master and

Customer-Material Info Record

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Maintain a customer master record

• Maintain customer-material information

• Understandtheeffectsofmaterialmasterdataandcustomer-materialinfoon

theprocessingofdocumentsinsalesanddistribution

Business Example

Youhaveadded anewmaterial toyourproduct range. Youwishtopost goods

receiptstothestockforthismaterial,andcreatesalesorders.

Somemajorcustomersusuallyordermaterialsusingtheirownmaterialnumbers.

In order to facilitate sales order processing, you use the customer-material

information.

Task 1:

Createamaterial master record for thenewmaterial.

1. Thenewmaterialisaheadlight, similartotheexistingmaterialT-AS1##.

In order to facilitatethe entry of the material master record, you can use

the relevant reference data.

Youenterthematerialmasterforplant1000,salesorganization1000,and

distributionchannel12. Usetheseorganizationalunitstoowhenreferencing

the reference material.

Hint: Sincethematerialis“tradinggoods”thatarepurchasedbythe

vendorandresoldtothecustomer,usethefollowingtransactionto

maintainthematerialmaster: Logistics→SalesandDistribution→

MasterData→Products→Material→TradingGoods→Create.

Youhavethefollowinginformationonthenewheadlight:

(Apart from this information, the material has the same features as the

systemproposedforthereferencematerialT-AS1##.)

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Unit3: MasterDatainSalesandDistribution SCM600

Industry: Retail

Reference material: T-AS1##

Hint: Usingtheavailableinformation,firstmaintaintheBasicData

1, Sales:SalesOrg. Data1, Sales: General/PlantData, SalesText

and Accounting 1.

Material description: Headlight “simple”

Weight: not yet known

Caution: Thegrossandnetweightofthenewmaterialarenotyet

known. Sinceyoucreatethematerialmasterrecordwithreferenceto

materialT-AS1##,thesystemproposestheweight. Donotforgetto

deletetheseproposalsontheBasicData1tabpage. Maintainthe

weightentriesforthemateriallater,onceyouhaveaccesstothem.

Tax classification: Full tax

Minimumorderquantity: 10

Minimumdeliveryquantity: 5

Price: as of 1 piece: 20 EUR per piece

Hint: Youcanmaintainthematerial pricedirectlywhencreating

the material master record by choosing Conditions on the Sales:

Sales Org. 1 tab page

Loading group: Crane

Sales text: “Material is fragile!”

Accounting data:

Price control: V

Movingaverageprice: 10

Savethematerialmasterrecordandwritedownthenumber.

____________________________________________

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SCM600 Lesson: Customer-Material Info Record

Task 2:

Enter the goods receipt.

1. Youareinformedthatforthenewheadlight200pieceshavealreadybeen

delivered. Enterthegoodsreceiptforthisamount.

Hint: Inventorymanagementiscarriedoutinmaterialsmanagement.

UsethetransactionLogistics→MaterialsManagement→Inventory

Management→GoodsMovement→GoodsReceipt→Other.

Enter the goods receipt using movement type561 in plant 1000, storage

location 0001.

Savethegoodsreceipt. Documentnumber: _____________

Task 3:

Youreceivethefirst salesorder for thenewmaterial.

1. Createastandardorderbasedonthepurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 5-1311

Requesteddeliverydate: in 10 days

Material Quantity

Headlight Simple 10

(fromthepreviousexercise)

2. Savetheorderand writedown theordernumber.

_____________________________________

Hint: Savetheorder althoughit isnot yetcomplete. Theweight

forthematerialisstillmissing. Youhavetocompleteitonceyou

have the data.

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Unit3: MasterDatainSalesandDistribution SCM600

Task 4:

Create the outbound delivery.

1. Theoutbounddeliveryforthesalesordershouldalreadybemade. Createan

outbounddeliveryfor thepreviousstandardorder.

Hint: UsethetransactionLogistics→Salesand Distribution→

ShippingandTransportation→OutboundDelivery→Create→

SingleDocument→WithReferencetoSalesOrder. Tobeableto

entertheoutbounddeliveryatanearlierdate,settheselectiondate

20daysintothefuture. UseshippingpointZ0##.

Whyisitnotpossibletocreatetheoutbounddelivery?

_______________________________________________________________

Task 5:

Change the material master record.

1. In the meantime, you have received the details on the weight of the new

headlight. Changethematerialmasterrecordandentertheweight.

Gross weight: 1 KG

Net weight: 1 KG

Hint: YoucanentertheweightontheBasicData1tabpage.

Task 6:

Change the incomplete order.

1. Werethereanychangesinthepreviouslyenteredsalesordercontainingthe

newheadlightafteryouchangedtheweightinthematerialmasterrecord?

_________________________________________________________

2. Youneedtoentertheweightintheincompleteordertocarryouttheshipping

activitiesafterwards. Changetheincompletestandardorderandenterthe

weight for theitem containing the headlight.

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SCM600 Lesson: Customer-Material Info Record

Gross weight: 10 KG

Net weight: 10 KG

Hint: Youcanfindthefieldsforthegrossandthenetweightinthe

item detail on the Shipping tab page.

Task 7:

Try to create the outbound delivery again.

1. Theoutbounddeliveryforthesalesordershouldalreadybemade. Createan

outbounddeliveryfor thepreviousstandardorder.

Hint: Tobeabletoentertheoutbounddeliveryatanearlierdate,set

theselectiondate20daysintothefuture. UseshippingpointZ0##.

2. Checkwhetherthematerialsalestext,whichismaintainedinthematerial

master record, also appearsinthedeliveryitem.

Hint: Youcanfindthetextsforthedeliveryitemintheitemdetail

on the Texts tab page.

Task 8:

Create a customer-material info record.

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

numbers.To facilitateorderentry, youcreateacustomer-materialinfofor

salesorganization1000anddistributionchannel12.

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

customermaterialnumberK-4711-##andthedescriptionHeadlight4711.

Youhavealsoagreedwiththecustomeronaminimumdeliveryquantityof

10 pieces for this material.

Hint: Youcanfindthetransactionforcreatingacustomer-material

infobychoosingAgreementsfromtheMasterDatamenu.

Task 9:

Createasalesorder usingacustomermaterialnumber.

1. Createastandardorderbasedontheexistingpurchaseorder.

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Unit3: MasterDatainSalesandDistribution SCM600

Purchase order

Customer: T-S50A##

Purchase order 5-1911

number:

Requested delivery in 10 days

date:

Item Customer material Quantity

number

1 K-4711-## 10

2. Savetheorderandwritedowntheordernumber.

_____________________________________

Task 10:

Create the outbound delivery.

1. Theoutbounddeliveryforthesalesordershouldalreadybemade. Createan

outbounddeliveryfor thepreviousstandardorder.

Hint: Tobeabletoentertheoutbounddeliveryatanearlierdate,set

theselectiondate20daysintothefuture. UseshippingpointZ0##.

Savetheoutbounddeliveryandwritedowntheordernumber.

____________________________________________

2. Tocheckhowthecustomermaterialnumberwillbeprintedonthedelivery

note, youdisplaythedeliverynoteon thescreen.

Hint: Todisplay thedelivery note, usethetransaction Outbound

Delivery→DisplayandthenOutboundDelivery->IssueDelivery

Output.

ChooseMessageTypeLD00andthenPrintPreview.

Task 11:

Questions on the material master

1. You want to sell your materials through several sales organizations. Is it

possibletomaintainmultiplesalesunitsinthematerialmasteraccordingto

thesalesorganizationandthedistributionchannel?

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SCM600 Lesson: Customer-Material Info Record

__________________________________________________________

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

maintain multiple loading groups in the material master according tothe

plant?

__________________________________________________________

3. Isitpossibletomaintainmultipleminimumorderquantitiesinthematerial

master according to the division?

__________________________________________________________

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Unit3: MasterDatainSalesandDistribution SCM600

Solution 4: Material Master and

Customer-Material Info Record

Task 1:

Createamaterial master recordfor thenewmaterial.

1. Thenewmaterialisaheadlight, similartotheexistingmaterialT-AS1##.

In order to facilitate the entry of the material master record, you can use

the relevant reference data.

Youenterthematerialmasterforplant1000, salesorganization1000,and

distributionchannel12. Usetheseorganizationalunitstoowhenreferencing

the reference material.

Hint: Sincethematerialis“tradinggoods”thatarepurchasedbythe

vendorandresoldtothecustomer,usethefollowingtransactionto

maintainthematerialmaster: Logistics→SalesandDistribution→

MasterData→Products→Material→TradingGoods→Create.

Youhavethefollowinginformationonthenewheadlight:

(Apart from this information, the material has the same features as the

systemproposedforthereferencematerialT-AS1##.)

Industry: Retail

Reference material: T-AS1##

Hint: Usingtheavailableinformation,firstmaintaintheBasicData

1, Sales:SalesOrg. Data1, Sales: General/PlantData, SalesText

and Accounting 1.

Material description: Headlight “simple”

Weight: not yet known

Caution: Thegrossandnetweightofthenewmaterialarenotyet

known. Sinceyoucreatethematerialmasterrecordwithreferenceto

materialT-AS1##,thesystemproposestheweight. Donotforgetto

deletetheseproposalsontheBasicData1tabpage. Maintainthe

weightentriesforthemateriallater,onceyouhaveaccesstothem.

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SCM600 Lesson: Customer-Material Info Record

Tax classification: Full tax

Minimumorderquantity: 10

Minimumdeliveryquantity: 5

Price: as of 1 piece: 20 EUR per piece

Hint: Youcanmaintainthematerial pricedirectlywhencreating

the material master record by choosing Conditions on theSales:

Sales Org. 1 tab page

Loading group: Crane

Sales text: “Material is fragile!”

Accounting data:

Price control: V

Movingaverageprice: 10

Savethematerialmasterrecordandwritedownthenumber.

____________________________________________

a) Logistics→SalesandDistribution→MasterData →Products→

Material → Trading Goods → Create

Thematerialnumberisassignedinternallybythesystem.

Task 2:

Enter the goods receipt.

1. Youareinformedthatforthenewheadlight200pieceshavealreadybeen

delivered. Enterthegoodsreceiptforthisamount.

Hint: Inventorymanagementiscarriedoutinmaterialsmanagement.

UsethetransactionLogistics→MaterialsManagement→Inventory

Management→GoodsMovement→GoodsReceipt→Other.

Enter the goods receipt using movement type561 in plant 1000, storage

location 0001.

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Unit3: MasterDatainSalesandDistribution SCM600

Savethegoodsreceipt. Documentnumber: _____________

a) Logistics → Materials Management → Inventory Management →

GoodsMovement →GoodsReceipt→Other

Thedocumentnumberisassignedinternallybythesystem.

Task 3:

Youreceivethefirstsalesorderfor thenewmaterial.

1. Createastandardorderbasedonthepurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 5-1311

Requesteddeliverydate: in 10 days

Material Quantity

Headlight Simple 10

(fromthepreviousexercise)

a) Logistics→SalesandDistribution→Sales→Order→Create

2. Savetheorderandwritedowntheordernumber.

_____________________________________

Hint: Savetheorder althoughit isnotyet complete. Theweight

forthematerialisstillmissing. Youhavetocompleteitonceyou

have the data.

a) Save your entries, although the document is still incomplete. The

documentnumberisassignedinternallybythesystem.

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