SCM605_EN_Col92_FV_Part_A4 (第10页)

第 408 页 / 共 485 页

Unit13: SalesWorkshop SCM605

Lesson Summary

You should now be able to:

• Expandtheconditiontechniqueinmaterialdeterminationsothatthismaybe

bothcustomer-specificandnoncustomer-specific.

376

第 409 页 / 共 485 页

SCM605 Unit Summary

Unit Summary

You should now be able to:

• Setupacashsalesscenariowiththesalesworkshopforthesaleofmaterials

to your own employees.

• Controlthevariousfunctionsofbillsofmaterialatmainandsub-itemlevel.

• Expandtheconditiontechniqueinmaterialdeterminationsothatthismaybe

bothcustomer-specificandnoncustomer-specific.

377

第 410 页 / 共 485 页

UnitSummary SCM605

378

第 411 页 / 共 485 页

第 412 页 / 共 485 页

第 413 页 / 共 485 页

Unit 14

Appendix

Unit Overview

Thisunitprovidesyouwithsomeimportantadditionalinformationofatechnical

nature, aswell asanadditionalworkshopscenario.

Thecontentsofthisunitarenotpartofthestandardcourse.

Unit Objectives

After completing thisunit, you will beableto:

• Table structuresin sales and distribution

• Matchcode objects

• Authorization objects

• Control delivery blocks

• Set up group master contracts

• Set up cancellation rules for contracts.

• SetupserviceprocessinginSalesandDistribution.

Unit Contents

Lesson: Appendix: Additional Technical Information.......................380

Lesson: Appendix: Additional Topics.........................................399

Lesson: Appendix: Additional Workshop Scenario: Service Order......406

Exercise 20: Appendix: Additional Workshop Scenario:Service

Order.........................................................................411

379

第 414 页 / 共 485 页

Unit14: Appendix SCM605

Lesson: Appendix: Additional Technical Information

Lesson Overview

Thelessoncontainsadditionaltechnicalinformationandisnotpartofthestandard

course.

Lesson Objectives

After completingthislesson, you will beable to:

• Table structures in sales and distribution

• Matchcode objects

• Authorization objects

Business Example

Figure 117: Table Structure for Customers - SD View

Thesetablescontain thefollowinginformation:

KNA1: Customer master, generalinformation

KNVK: Contact person

KNVV: Customer master, sales area

KNVA: Unloading points

KNVI: Tax indicators

KNVP: Partner functions

380

第 415 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

KNVD: Documents

KNVL: Licenses

KNVS: Shipping data

Logical database for customer master:

DD F: Customer database

Figure 118: Table Structure forCustomer Hierarchies

Thistablecontainscustomerhierarchies. Youcreatecustomerhierarchynodesas

customer master data.

Figure 119: Table Structure for Materials

These tablescontain thefollowinginformation:

MARA: General material data

MAKT: Short texts

MARM: Conversion factors

381

第 416 页 / 共 485 页

Unit14: Appendix SCM605

MVKE: Sales data (for each sales organization and distribution

channel)

MLAN: Sales data (for each country)

MAEX: Export licenses

MARC: Plant data

MBEW: Valuation data

MLGN: Warehousemanagementinventorydata

MLGT: Warehousemanagementinventorytypedata

MVER: Consumption data

MAPR: Pointers for forecast data

MARD: Storage location data

MCH1: Cross-plant batches

MCHA: Batches

MCHB: Batch stocks

Logical databank for material master:

CKM: Material master

MSM: Material master

Figure120: TableStructureforCustomer-MaterialInformation

Thesetablescontain thefollowinginformation:

382

第 417 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

KNMTK: Header table

for increased performance

KNMT: Data table

Figure 121: Table Structure for Bills of Material

These tablescontain thefollowinginformation:

MAST Material assignment to BOM

EQST Equipment assignment to BOM

KDST Salesorder assignment to BOM

DOST Document assignment to BOM

STST Standardobject assignment toBOM

TPST FunctionallocationassignmenttoBOM

STKO BOM header data

STZU Time-independent STL data

STAS BOM item selection

STPO BOM item data

STPU Subitem data

383

第 418 页 / 共 485 页

Unit14: Appendix SCM605

Figure 122: Table Structure for Sales Activities

Thesetablescontain thefollowinginformation:

VBUK: Headerstatusandadministrativedata

VBKA Sales activity

VBUV: Incompleteness log

VBPA: SD document: Partner

SADR: Address

VBFA: SD document flow

NAST: Output

STXH: Texts: Header

STXL: Texts: Lines

Logical database:

AK V: Sales documents

384

第 419 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

Figure 123: Sales Document Tables - Header

These tablescontain thefollowinginformation:

VBUK: Headerstatusandadministrativedata

VBAK: Sales document: Header data

VBKD: Sales document: Businessdata

VAKPA: Partner index

VEDA: Contract

VBPA: Partner

VBUV: Incompleteness log

VBFA: SD document flow

VMVA: Matchcodes

STXH: Texts: Header

STXL: Texts: Lines

NAST: Output

JSTO: PP status

385

第 420 页 / 共 485 页

Unit14: Appendix SCM605

Figure 124: Sales Document Tables - Item

Thesetablescontain thefollowinginformation:

VBUP: Item status

VBAP: Sales document: Item data

VBKD: Sales document: Business data

VEBA: Contract

VBLB: Forecast delivery schedules

VBEP: Sales document: Schedule line

VBBE: Individual requirements

VBBS: Summarized requirements

VBUV: Incompleteness log

VBFA: SD document flow

VBPA: Partner

JSTO: PP status

NAST: Output

STXH: Texts: Header

STXL: Texts: Lines

KONV: Conditions

386

第 421 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

Figure 125: Index Tables

VBKOF: SD index: Opensalesactivitiesforpartnerfunctions

VBKPA: SD index: Salesactivitiesforpartnerfunctions

VAKPA: SD index: Salesordersforpartnerfunctions

VLKPA: SD index: Deliveries- Partnerfunctions

VRKPA: SD index: Billingdocuments-Partnerfunctions

VAPMA: SD index: Order items - Material

VLPMA: SD index: Billing document items

VRPMA: SD index: Materialrankingitem-Material

VAKGU: SD index: Validityofinquiriesandquotations

VEPVG: Shippingdueindex:

VKDFS: SD index: Billing trigger

VBFA: SDdocumentflow

VMVA: Matchcodeobject: Sales documents

VMVL: Matchcodeobject: Deliveries

VMCF: Matchcodeobject: Billing documents

VMCR: Matchcodeobject: Invoice lists

VBSG: Matchcodeobject: SD document groups

387

第 422 页 / 共 485 页

Unit14: Appendix SCM605

Figure 126: Customer Matchcodes

All fields used as search terms to access a table are contained in a matchcode

object.

Tableswhosekeysyouuseforsearchesarecalledprimarytables. Tablesadded

tothematchcodeobjectandwhosefieldscanbeusedtosetupsearchtermsare

called secondary tables.

Several matchcode ID's can exist for a matchcode object. The matchcode ID

determineswhichfieldsareusedforsettingupasearchterm

Matchcode IDs used operatively in the SAP system are known as system

matchcodes. They cannot be changed.

388

第 423 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

Figure 127: Contact Partners - Matchcodes

All fields used as search terms to access a table are contained in a matchcode

object.

Tableswhosekeysyouuseforsearchesarecalledprimarytables. Tablesadded

tothematchcodeobjectandwhosefieldscanbeusedtosetupsearchtermsare

called secondary tables.

Several matchcode ID's can exist for a matchcode object. The matchcode ID

determineswhichfieldsareusedforsettingupasearchterm

Matchcode IDs used operatively in the SAP system are known as system

matchcodes. They cannot be changed.

MaintainmatchcodeobjectsandIDsintheDataDictionary.

389

第 424 页 / 共 485 页

Unit14: Appendix SCM605

Figure 128: Material Matchcodes

All fields used as search terms to access a table are contained in a matchcode

object.

Tableswhosekeysyouuseforsearchesarecalledprimarytables. Tablesadded

tothematchcodeobjectandwhosefieldscanbeusedtosetupsearchtermsare

called secondary tables.

Several matchcode ID's can exist for a matchcode object. The matchcode ID

determineswhichfieldsareusedforsettingupasearchterm

Matchcode IDs used operatively in the SAP system are known as system

matchcodes. They cannot be changed.

MaintainmatchcodeobjectsandIDsintheDataDictionary.

390

第 425 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

Figure 129: Bill of Material Matchcodes

All fields used as search terms to access a table are contained in a matchcode

object.

Tableswhosekeysyouuseforsearchesarecalledprimarytables. Tablesadded

tothematchcodeobjectandwhosefieldscanbeusedtosetupsearchtermsare

called secondary tables.

Several matchcode ID's can exist for a matchcode object. The matchcode ID

determineswhichfieldsareusedforsettingupasearchterm

Matchcode IDs used operatively in the SAP system are known as system

matchcodes. They cannot be changed.

MaintainmatchcodeobjectsandIDsintheDataDictionary.

391

第 426 页 / 共 485 页

Unit14: Appendix SCM605

Figure 130: Sales Activity Matchcodes

All fields used as search terms to access a table are contained in a matchcode

object.

Tableswhosekeysyouuseforsearchesarecalledprimarytables. Tablesadded

tothematchcodeobjectandwhosefieldscanbeusedtosetupsearchtermsare

called secondary tables.

Several matchcode ID's can exist for a matchcode object. The matchcode ID

determineswhichfieldsareusedforsettingupasearchterm

Matchcode IDs used operatively in the SAP system are known as system

matchcodes. They cannot be changed.

MaintainmatchcodeobjectsandIDsintheDataDictionary.

392

第 427 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

Figure 131: Sales Order Matchcodes

All fields used as search terms to access a table are contained in a matchcode

object.

Tableswhosekeysyouuseforsearchesarecalledprimarytables. Tablesadded

tothematchcodeobjectandwhosefieldscanbeusedtosetupsearchtermsare

called secondary tables.

Several matchcode ID's can exist for a matchcode object. The matchcode ID

determineswhichfieldsareusedforsettingupasearchterm

Matchcode IDs used operatively in the SAP system are known as system

matchcodes. They cannot be changed.

MaintainmatchcodeobjectsandIDsintheDataDictionary.

393

第 428 页 / 共 485 页

Unit14: Appendix SCM605

Figure 132: Authorization Objects - CustomerMasters

Theauthorizationgroupisafour-character,alphanumericfieldthatyoumaintain

in the customer master.

YoumaintainauthorizationobjectsforthecustomermasterfromtheSalesview

(salesareaandauthorizationgroup)intheSalesandDistributionauthorization

class.

Youcancombineasmanyfieldsfromthecustomermasterasrequiredusingfield

groups. Youcandefinethesegroupsinthe'Logisticsgeneral'chapterintheIMG.

You maintaintheauthorizationobject itself, however, in theAccounting class.

Hereyouwillfindadditionalauthorizationobjectsforthecustomermasterfrom

theAccountingview,forexamplecompanycodeauthorization.

Fordetailedinformationonauthorizationobjects,seethenodeonauthorization

managementintheSalesandDistributionsectionoftheIMG.

394

第 429 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

Figure 133: Authorization Objects - Material Masters

Youmaintaintheauthorizationobjectsforthematerialmasterunder

Materials Management → Master data.

Fordetailedinstructionsonauthorizationobjects,seetheImplementationGuide.

Figure 134: Authorization Objects - Bills of Materials

Theauthorizationgroupisafour-character,alphanumericfieldthatyoumaintain

in the BOM header.

Youmaintainauthorizationobjectsforbillsofmaterialsintheauthorizationclass

for Production Planning.

395

第 430 页 / 共 485 页

Unit14: Appendix SCM605

Figure 135: Authorization Objects - Sales Activities

Thereisexactlyoneauthorizationobjectpersalesactivitythatcontainsboththe

salesactivitytypeaswellasthefollowingorganizationalunits: Salesorganization,

DistributionChannel,Division,SalesOfficeandSalesGroup.

YoucanmaintaintheauthorizationobjectsfortheCASsalesactivityintheSales

and Distribution authorization class.

Aparticularenhancementformaintenanceofauthorizationobjectsisavailablein

the Sales Support area.

Even if an authorization object has no authorization, you can still grant

maintenance or display authorization to certain employees for individual

transactions. InCustomizing,assignthespecialfunctionforthepersonnelpartner

typeandthepermittedactivitytothesalesactivity. Ifanemployeeisstoredasa

partnerwiththisspecifiedroleinthesalesactivity,heorshecanthenimplement

the activities defined here.

Inthiswayyoucandefine,forexample,thattheKeyAccountManagerdisplays

all the customer sales activities, for which he or she is maintained as the

responsibleemployee. Thisispossibleeventhoughtheemployeedoesnothave

authorizationforprocessingdocumentsinthecorrespondingorganizationalunits.

Hint: You can make the assignment between employee and partner

numberinthepersonalmaster data. HereyoucanassignanSAPUser

ID to a personnel number.

396

第 431 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Technical Information

Figure 136: AuthorizationObjects- Sales DocumentTypes

Therearetwoauthorizationobjectsforsalesdocumenttypes:

1. Salesdocumenttypeandactions(create,change,display).

2. Salesorganization,distributionchannel,division,actions

Maintainauthorizationobjectsforsalesdocumenttypesintheauthorizationclass

for Sales and Distribution.

397

第 432 页 / 共 485 页

Unit14: Appendix SCM605

Lesson Summary

You should now be able to:

• Table structures in sales and distribution

• Matchcode objects

• Authorization objects

398

第 433 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Topics

Lesson: Appendix: Additional Topics

Lesson Overview

This lesson looks at a few additional topics in the area of delivery blocks and

contracts.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Control delivery blocks

• Set up group master contracts

• Set up cancellation rules for contracts.

Business Example

Figure 137: Delivery Block

Deliveryblocksareusedtoremovecertainproceduresfromthenormalbusiness

processforcertainreasons(suchaspoliticalinstability,insufficientstock,payment

difficulties) andpreventany furtherautomaticprocessing. Thismeansthat the

processstopsuntiltheemployeeresponsiblecanclarifythesituationanddecide

onwhattodo,atwhichpointheorshecandeactivatethedeliveryblockmanually.

Youcandefinedelivery blocksinsalesdocumentsat header, item, or schedule

line level. The block at item level represents a default value for the schedule

line(s) of that item.

399

第 434 页 / 共 485 页

Unit14: Appendix SCM605

Youcanalsosetdeliveryblocksdirectlyinsalesdocumenttypesorscheduleline

categories. Whenyoucreatesalesdocuments,thecorrespondingblocksarethen

set automatically at header or schedule line level.

Customizing the blocking reasons in shipping (transactions OVLS, OVLX)

controlstheeffectofthedeliveryblocks. Atheaderlevel,youcancontrolwhether

theblockingreasonpreventsyoufromcreatingadeliveryatallorwhethercertain

steps in the sales process are blocked.

Thedeliveryofsalesdocumentsthatareblockedatheaderlevelisonlyprevented

when the blocking reason is assigned to the delivery type in Customizing

(transaction OVLX).

Ifnoassignmentisdefined,thedeliverymaybecreated. Theblockingreasonthen

has different effects on the various steps in the sales process. The settings in

transactionOVLSdeterminewhichindividualstepsareaffected: (Block: Sales

Order/Picking/Requirement/GoodsIssue/Print/DeliveryDue).

Incontrast,ablocksetattheschedulelinelevelalwaysblocksthatscheduleline

fordelivery, regardlessofthecontrolsdescribedabove.

Figure 138: Cancellation

Contractsarefrequentlyextendedbeyondtheoriginalcontractdurationifoneof

thecontractpartnershasnot cancelledit beforehand.

Example:

The contract begins on April 01. On October 01, the customer givesnotice to

cancel for November 01. However, because the contract cannot be cancelled

beforetheendofitsfirstyear,thesystemissuesawarning. Youshouldacceptthe

nextpossiblecancellationdateorenteradifferentonemanually.

Forprocessingthecancellationof regularlyextendedcontracts, youcandefine

a cancellation procedure that contains one or more cancellation rules. The

cancellationprocedurecanbestoredinthecontractprofileandthereforecontrolled

as a default value in new contracts.

400

第 435 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Topics

Figure 139: Customizing for Cancellations

Youcandefinecancellationrulestomeetyour requirements. They containthe

date rule for determining the cancellation date, cancellation notice period and

the validity period for the rule.

Example:

• In the example above, the customer can cancel the contract within one

week. Withinthisperiod, heor shecancancel it onadaily basis(thatis,

at any point in the week).

• Another cancellation rule could determine that the cancellation has to

take place annually with a notice period of three months before the next

cancellation date.

401

第 436 页 / 共 485 页

Unit14: Appendix SCM605

Figure 140: Grouping Contracts

Incompaniesthatuseasubstantialnumberofcontractsfortheirbusiness,several

contractswilloftenbesubjecttothesamebusinessrequirements. Youcanstore

theserequirementsinamastercontractandlinkittolower-levelcontracts.

The master contract contains general conditions that are valid for all the

lower-levelcontractsthatrefertoit. Thisensuresthatthegeneraldatainallthe

lower-level contracts is consistent.

Inthestandardsystem,salesdocumenttypeGKissetupasthemastercontract.

The group contract only contains header data. It therefore contains no items.

You canuse fieldsfromtablesinthedocument header (VBAK), businessdata

(VBKD), partner data (VBPA), contract data (VEDA) and the data from the

billing plan header (FPLA).

Thegroupmastercontractdisplaysalistofalllinkstolower-levelcontracts. From

thislistyoucanthengettotheindividuallower-levelcontracts.

Ifyouactivatethe"Updatelower-levelcontract"fieldinCustomizingformaster

contracts, anychangesinyour master contract areimmediatelycopied intothe

lower-level contracts. Thistriggersaworkflowthataccessesall theindividual

lower-level contracts. If any errors occur, the person who changed the master

contract receivesaworkitemformanualprocessing.

402

第 437 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Topics

Figure 141: Grouping Contracts- Lower-LevelContracts

Thelower-levelcontractisastandarddocumentthatcontainsareferencetothe

master contract.

Whenyouenterthedocumentnumberinthemastercontractfield,alinkiscreated

to the lower-level contract.

Thelinkmeansthatthesystemcopiesalltherelevantfields(setinCustomizing)

fromthemastercontracttothecurrentlower-levelcontract. Youcancontrolwhich

fieldsandcontracttypesarepermittedforthelinkinthereferencingrequirements.

Each time an entry isconfirmed, the system checks the referencebetween the

master and lower-level contracts with the rulesdefined inCustomizing for the

individual fields.

Figure 142: Referencing Requirements

403

第 438 页 / 共 485 页

Unit14: Appendix SCM605

Customizingformastercontractstakesplaceintwosteps:

1. Definewhichcontracttypesarepermittedaslower-levelcontractsforthe

master contract. For example, youcanconfigurethesettingsso thatonly

maintenancecontractscanlinktomastercontractMC.

2. Defineandconfigureallthefieldsneededforthereferenceinthereferencing

procedure. Foreachfield,chooseoneofthethreefollowingrules:

Rule A - Unique field

Thelinkisonlypossibleifthefieldsinthemasterandlower-levelcontractsare

identical.

Rule B - Copying field

The system copies the values in these fields from the master contract to the

lower-levelfield. Differentvaluesinthelower-levelcontractarenotpermitted.

Rule C - Default field

Thesefieldsareonlycopiedfromthemastercontracttothereferencedlower-level

fieldsif the dataagreed before the master contract was changed. They can be

overwritteninthelower-levelcontract. Youcanactivateamessageforeachfield

inthereferencingprocedurethatinformsyouinthelower-levelcontractofany

changescausedby changesinthemaster contract.

In Customizing for contracts, you can activate the function "Message: Master

contract".

404

第 439 页 / 共 485 页

SCM605 Lesson: Appendix: Additional Topics

Lesson Summary

You should now be able to:

• Control delivery blocks

• Set up group master contracts

• Set up cancellation rules for contracts.

405

第 440 页 / 共 485 页

Unit14: Appendix SCM605

Lesson: Appendix: Additional Workshop Scenario:

Service Order

Lesson Overview

Thislessondealswiththesubjectofserviceprocessinginsalesanddistribution.

Lesson Objectives

After completingthislesson, you will beable to:

• SetupserviceprocessinginSalesandDistribution.

Business Example

Manycompaniesnotonlyselltheirproducts,butalsoinstallandmaintainthem.

Inthefollowingscenario, itisyour jobtoimplement aserviceprocessin your

company, IDES. You will need to use the SD functions in the SAP standard

system,asyourcompanydoesnotusetheCustomerServicemoduleyet.

Figure 143: Service Order

406

第 441 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Figure 144: Service Order- Order Before Repairs

A customer phones the service department to request a repair. The employee

entersthedetailsintherelevantrepairorder,includingthecustomernumberanda

text item describing the repair.

Theemployeecanenteranyparticulardetails(suchastypeofrepair,replacement

parts, address) specified by the customer.

Only complete documents can be saved and they must contain the name of a

technician.

When the order is saved, the technician automatically receives a message

informing him oftherepair thatneedstobedone.

A special repairs warehouse contains all the necessary replacement parts and

a toolbox. Before the technician leaves, he or she ensures that they have the

necessary equipment.

Figure 145: Service Orders - Order After Repairs

Whenthetechnicianhasfinishedtherepairs,heorshefillsinaformdetailingthe

hoursrequiredfortherepairs,thehotel,travelcostsandthesparepartsused.

Anyunusedmaterialissentbacktotherepairsworkshop.

407

第 442 页 / 共 485 页

Unit14: Appendix SCM605

Theinformationinthisformisusedtoenterallservicesandmaterialsintheorder.

Asthematerialspecifiedinthedocumenthasalreadybeenused,anavailability

check andtransferof requirementsarenot required.

Anautomaticbillingblockintheorderpreventsabillingdocumentfrombeing

createdtooearly. Thedocument isnotunblockeduntilalltheitemshavebeen

entered.

Figure 146: Service Order - Delivery

Inventorymanagementhastobeupdatedbecausematerialswereused. Onceall

the items have been entered in the order, a delivery can be created and goods

issue posted.

Thegoodsdonotneedtobepickedbecausetheyhavealreadybeentakenfrom

the repairs warehouse.

Goods issue can be posted manually for a single delivery or automatically in

collective processing.

Figure 147: Service Order - Billing Document

408

第 443 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Bythetimethecompleteorderhasbeenposted,thematerialshavealreadybeen

delivered, sotheorder quantityisalwaysthesameasthegoodsissuequantity.

Thesystemthuscreatesanorder-relatedbillingdocument.

Hint: Therelevantsettingsmusthavebeenconfiguredincopyingcontrol.

All the items in a billing document can be billed together because the billing

documentforserviceandmaterialitemsisrelatedtotheorder.

Billingdocumentscanbecreatedmanuallyforsingleordersorautomaticallyin

collectiveprocessing -duringthenightfor example.

409

第 444 页 / 共 485 页

Unit14: Appendix SCM605

410

第 445 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Exercise 20: Appendix: Additional

Workshop Scenario:Service Order

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Set up new document types

• Create service order items

• Set up the technician partner function

• Set up automatic mails

• Set up copying control.

Business Example

Yourcompanyoffersmaintenanceandrepairservicesforcomputerequipment. To

dothis,yourstaffsometimesvisitsyourcustomer'ssite. TheServiceManagement

(SM) component isnot used byyour company.

Oneofyourcustomersinformsyoubytelephonethattheyarehavingproblems

withtheircomputer. Anexperiencedemployeedecidesthattheproblemhastobe

solvedbyatechnicianat thesiteanddecideswhichsparepartstheywillneed.

Thetechnicianisautomaticallyinformed. Heownsa“spareparts”toolboxwhich

hefillsbytakingpartsfromthewarehouse. Theorderconfirmationcontainsthe

service(for example, techniciancategory, hourstaken) andareminder thatthe

invoice depends on the effort.

Anyunusedpartsarereturnedtothewarehouse, Thetechnicianthenentersthe

materialsheused,thetimetherepairtook,andtravelingexpenses(forexample,

taxi, hotel) inanoverviewsheet. Thissheetisusedtocreateaninvoiceforthe

customer.

Task 1:

Sales document type

SetupthesalesdocumenttypeZZ##Service##-order.

1. CopythereferenceORstandardorderandusethesamecopyingcontrols.

2. Prevent external number assignment.

3. Preventthesystemfromreadingthecustomer-materialinforecords.

4. Deactivatethesettings for creditlimit checks.

5. Deactivatethechecksforopenquotationsandcontracts.

6. Setbillingblock 02Nocompletionconfirmation.

Continued on next page

411

第 446 页 / 共 485 页

Unit14: Appendix SCM605

7. Deactivatethesettingsforpaymentcardprocessing.

8. Usethecurrentdateastherequesteddeliveryitem.

Task 2:

Delivery and transport scheduling

1. Deactivatedeliveryandtransportationschedulingforthenewsalesdocument

type ZZ##.

Hint: DothisinCustomizingforBasicFunctions.

Task 3:

Item: Consumable material

ChecktheassignmentofitemcategoriestothesalesdocumenttypeZZ##.

1. Which default item category does the system determine for materials in

item category group NORM?

2. WhydoesthisassignmentalreadyexistforthesalesdocumenttypeZZ##

that you created?

3. Whenyouenterconsumablematerials,thesystemdoesnotrunanavailability

check, there is no transfer of requirements and picking is not necessary.

However, you do need to post goods issue in order to update inventory

management. Sincethedeliveryquantity(goodsissuequantity)isthesame

astheorderquantity,youcaninvoicetheseitemsusingorder-relatedbilling,

likeserviceitems. Thismeansthatyoucaninvoicethecustomerforallthe

itemsinthesalesdocumentwithoutanyfurtherprocessing.

Create a new item category, ZZ## Consumable material ##as a copy of

item category TAN.

Continued on next page

412

第 447 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Configuretheitemcategorysothatorder-relatedbillingismade. Deactivate

the Credit Management function.

Configure the system so that it finds the new item category ZZ## for

materialsinitemcategorygroupNORMintheserviceorder. Donotpermit

any other item categories.

Hint: Callupthedetailsscreenforthetableentry.

4. Whichschedulelinecategorydoesthesystemfindforthematerialinyour

serviceorderthatcontrolstheMRPindicatorformaterialT-ATO##(plant:

1200)?

WhatisthedifferencebetweenthisschedulelinecategoryandcategoryCN?

___________________________________________________________

Change the schedule line category assignment so that the system finds

schedulelinecategoryCNforconsumablematerialssuchasT-ATO##(plant:

1200).

5. Deactivate the Picking-relevant indicator for item categoryZZ## in the

delivery item category.

Task 4:

Copying control

1. You need to configure your copying control so that you can create an

order-relatedbilling document for item categoryZZ## insales document

type ZZ##.

Note: GotoCopyingControlsforBillingDocumentsandchooseprocess

SalesdocumentZZ##→BillingdocumentF2andbranchtoitemstep. Copy

theentryforitemcategoryTADtoitemcategoryZZ##.

Task 5:

Item: Service

1. Configure your sales document type ZZ## so that item category TAD

Services isautomaticallyassigned to itemswithservices(materialsfrom

item category group DIEN).

Do not permit any alternative itemcategories.

Continued on next page

413

第 448 页 / 共 485 页

Unit14: Appendix SCM605

Task 6:

Partner determination

1. If you need a technician to carry out the repair, you need to record this

informationintheserviceorder. Thetechnicianshouldthen beinformed

automaticallybymailwhenheorsheisneeded. Setupthenecessarypartner

controls to allow this to happen.

2. Defineanewpartnerfunction8#withdescriptionPCtechnician##. (Keyof

thenewroleforeachstudentgroup: seethefollowingtable):

Choosethesuitablepartner typefor thisfunction.

Keysofthenewfunctionforeachparticipantgroup:

Group Partner Group Partner Group Partner

number function number function number function

01 8A 07 8G 13 8M

02 8B 08 8H 14 8N

03 8C 09 8I 15 8O

04 8D 10 8J 16 8P

05 8E 11 8K 17 8Q

06 8F 12 8L 18 8R

3. Define a new partner determination procedure ZZ## with description

ServiceprocedureZZ##forsalesdocumentsandcopythefollowingpartner

functions into this procedure:

SP Sold-to party

BP Bill-to party

PY Payer

SH Ship-to party

8# PC technician ##

Specify all partners as mandatory.

4. AssignprocedureZZ##toyoursalesdocumenttypeZZ##.

Continued on next page

414

Group number	Partner function	Group number	Partner function	Group number	Partner function
01	8A	07	8G	13	8M
02	8B	08	8H	14	8N
03	8C	09	8I	15	8O
04	8D	10	8J	16	8P
05	8E	11	8K	17	8Q
06	8F	12	8L	18	8R

第 449 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Task 7:

Output

1. ThePCtechnicianenteredinyourserviceordershouldautomaticallyreceive

a mail telling him or her when they are needed. This output should be

createdwhenyousavethesalesorderandappearautomaticallyasmailin

the employee's office inbox.

2. Create an output type. To do this, copying output type MAIL from the

standardSAPsystemwithallitsdependent entries.

Key: ZM##

Description: Identification ##

3. Maintainappropriatedefaultvaluesfortheoutputmasterrecordsforoutput

type ZM##.

4. Createtherelevant maildatain theoutput type.

Document title: ServiceMail ##

Mail text:

You have a repair order.

Customer: &VBAK-KUNNR&

Order: &VBAK-VBELN&

Good luck!

5. AssignoutputtypeZM##topartnerfunction8#(groupnumberassignment:

See exercise 6.2).

6. Makesureyouhaveassignedasuitableprocessingprogramtooutputtype

ZM##.

Select output type ZM##

Dialog structure:: Processing routines

Program: RSNASTSO

Form routine: SAPOFFICE_AUFRUF_VX

Continued on next page

415

第 450 页 / 共 485 页

Unit14: Appendix SCM605

7. IncludetheoutputinoutputdeterminationprocedureV10000forordersat

step 60 + ##. Set condition 2.

Hint: Level (60 + ##) means the step = Sum of 60 + your seat

number.Exampleforgroup11: 60+11=71=>Maintainyourentry

at level 71

Howdoesthisrequirement affect the output?

_________________________________________________________________________

8. Createa master record for the new output.

Usethedefaultvaluesfromtheconditionrecord.

9. WhenyourPCtechnicianreceivestheautomaticmailaboutthecustomer

visit, he or she should be able to go directly from the mail to the sales

documenttoenablethemtoobtainalltheinformationneededforthevisit.

Todothis, savetherelevant communicationdatainthemaster recordfor

output type ZM##:

Button: Communication

ConfirmthedialogforthephantomrecipientwithYes.

Intheline: Dummyrecipientfield:ActivateExpressmail

Menu: Goto → Execution parameter

Executioncategory T(Execute a transaction)

Executionelement: VA03(Displaysalesdocument)

Activatefield: Execute: Skip first screen

SET/GET parameter:

AUN(ParameterIDofthefieldofthetransactioninwhichthedocument

number is set)

VBAK-VBELN (Salesdocument number)

Enter → Back → Save

Continued on next page

416

第 451 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Task 8:

Customer master record

CustomerT-L63A##placesanorderforrepairingcomputerequipment.

1. ThePCtechnicianbringsallthematerialsheneedstorepairtheequipment

withhimandthejourneyisenteredasaseparateitemintheorder,sochoose

theFH(FreeHouse)Incotermsinthecustomermasterrecord.

Youhaveagreedonthefollowingtermsofpaymentwithyourcustomerfor

service orders:

- 2% discount if paid within 10 days

- 1 % discount if paid within 30 days

- no discount if paid within 50 days

Task 9:

Material masterrecord: Service material

1. ChangetheitemcategorygroupofyourT-ATP##toDIEN(servicematerial)

in sales view 2.

Task 10:

Service order

1. TestyoursettingsbyprocessingaserviceorderintheR/3System.

2. Entera serviceorder your customer T-L63A##.

Customer: T-L63A##

PO number: Service Order ##

Canyouenterasalesdocument numbermanually?

___________

Why or why not?

_____________________________________________________

What are the termsof delivery for theorder?

_____________________________________________________

What arethe payment terms for theorder?

_____________________________________________________

3. Enter a text item thatdocuments therepair.

Continued on next page

417

第 452 页 / 共 485 页

Unit14: Appendix SCM605

IntheDescriptionfield, enterthetextPCrepairs.

4. WasoutputtypeZM##automaticallyfoundforthedocument?

___________________________________________________________________

Why? (Youcanusetheconditionanalysisfortheoutputtoseewhy.)

___________________________________________________________________

5. Call up the incompleteness log. Assign employee Melanie Mayer with

personnelnumber1701##asthePCtechnicianresponsiblefortheorder.

Hint: Thepersonnelmasterrecordforemployee1701##contains

userIDMayer-##ininfocategory105"Communication".

6. Save the completedocument. Check the processing statusof output type

ZM## in the document.

______________________________________________________________

7. Log on to the system with user ID Mayer-## and the password your

instructor gave your for this exercise.

Calluptheoutput,checkthemessageandcallupthedocument.

8. Onceyouhavefinishedtherepairs, you enter theservice providedin the

order. Your technician has installed a new monitor. Set the requested

delivery date to one week from today.

Changetheorderandentertheserviceandthematerialsusedintherepair

in the relevant service order. Replace the text item in the order with the

service material.

Material: T-ATP## (3 hours)

Material: T-ATO## (1 unit)

How does the system respond?

_____________________________________________________________________

Not all the items or schedule linesin a sales document areneeded in the

delivery and billing documents.

Whichitemandschedulelinecategoriesdoesthesystemfind?

Item 10: ___________________

Item 20: ___________________

Continued on next page

418

第 453 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Check in Customizing which schedule lines from the sales document

generate items in the delivery document.

Why?

Item 10: ___________________

Item 20: ___________________

Task 11:

Delivery

1. Delivertheorder(Shippingpoint: 1200). . Settheselectiondatetoaweek

from today.

2. Which delivery item category does the system find for the consumable

material?

Delivery item category: ________

3. Post the goods issue.

Is picking necessary? ___________

Why? __________________________________

Task 12:

Billing document

1. Bill the order.

2. What message appears?

______________________________________________________________

3. Delete the billing block in the salesorder.

4. Billtheordernow(selectiondateisaweekfromtoday).

Dobothitemsdueforbillingappearinthebillingdocument?

__________________________

5. Is the data forwarded to Accounting?

__________________________

6. Callupthedocumentflowinthebillingdocumentview.

Can you see the delivery?

___________________________

Continued on next page

419

第 454 页 / 共 485 页

Unit14: Appendix SCM605

7. Call up the document flow from the sales order view. Is the process

completedasfarassalesanddistributionisconcerned?

Give a reason for this.

__________________________________________________________________

420

第 455 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Solution 20: Appendix: Additional

Workshop Scenario:Service Order

Task 1:

Sales document type

SetupthesalesdocumenttypeZZ##Service##-order.

1. CopythereferenceORstandardorderandusethesamecopyingcontrols.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

Document Header →DefineSalesDocument Types→ Select sales

document type OR → Button: Copy

Key: ZZ##

Description: Service##-order

Enter→ Copy to copying control: Yes

→ Save

2. Prevent external number assignment.

a) Field No. range ext. assgt.: blank

3. Preventthesystemfromreadingthecustomer-materialinforecords.

a) Read info record field: blank

4. Deactivatethesettings for creditlimit checks.

a) Check credit limit field: blank

Credit group field: blank

5. Deactivatethechecksforopenquotationsandcontracts.

a) Quotation messages field: blank

Field Contract messages: Blank

6. Setbillingblock 02Nocompletionconfirmation.

a) Billingblockfield: 02Compl. confirmationmissing

7. Deactivatethesettingsforpaymentcardprocessing.

a) Payment guaranteeprocedurefield: blank

Payment card plan type field: blank

Checking group field: blank

Continued on next page

421

第 456 页 / 共 485 页

Unit14: Appendix SCM605

8. Usethecurrentdateastherequesteddeliveryitem.

a) Field Lead time in days: Blank

Task 2:

Delivery and transport scheduling

1. Deactivatedeliveryandtransportationschedulingforthenewsalesdocument

type ZZ##.

Hint: DothisinCustomizingforBasicFunctions.

a) IMG → Sales and Distribution → Basic Functions → Delivery

SchedulingandTransportationScheduling→DefineSchedulingby

Sales Document Type

DlvSchedlg field: blank

TranspSch field: blank

Task 3:

Item: Consumable material

ChecktheassignmentofitemcategoriestothesalesdocumenttypeZZ##.

1. Which default item category does the system determine for materials in

item category group NORM?

Answer: TAN(aswellasotheralternateitemcategoriesaspossiblemanual

entries)

2. WhydoesthisassignmentalreadyexistforthesalesdocumenttypeZZ##

that you created?

Answer: WhenyoucopiedthesalesdocumenttypeOR,alltheentriesfor

itemcontrolswerealsocopiedfordocumenttypeZZ##.

3. Whenyouenterconsumablematerials,thesystemdoesnotrunanavailability

check, there is no transfer of requirements and picking is not necessary.

However, you do need to post goods issue in order to update inventory

management. Sincethedeliveryquantity(goodsissuequantity)isthesame

astheorderquantity,youcaninvoicetheseitemsusingorder-relatedbilling,

likeserviceitems. Thismeansthatyoucaninvoicethecustomerforallthe

itemsinthesalesdocumentwithoutanyfurtherprocessing.

Create a new item category, ZZ## Consumable material ##as a copy of

item category TAN.

Continued on next page

422

第 457 页 / 共 485 页

SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Configuretheitemcategorysothatorder-relatedbillingismade. Deactivate

the Credit Management function.

Continued on next page

423

第 458 页 / 共 485 页

Unit14: Appendix SCM605

Configure the system so that it finds the new item category ZZ## for

materialsinitemcategorygroupNORMintheserviceorder. Donotpermit

any other item categories.

Hint: Callupthedetailsscreenforthetableentry.

a) Createanewitemcategory,ZZ##Consumablematerial##asacopyof

item category TAN.

IMG→SalesandDistribution→Sales→SalesDocuments→Sales

Document Item → Define Item Categories → Select item category

TAN → Copy Button

Key: ZZ##

Description: Con.Material ##

Enter→ Copyto copying control: Yes

→ Save

b) Configure the item category so thatorder-related billing is made.

DeactivatetheCreditManagement function.

Relevantforbillingfield: BRelevantfororder-relatedbilling-Status

according to order quantity

Credit active field: blank

c) ConfigurethesystemsothatitfindsthenewitemcategoryZZ##for

materialsinitemcategorygroupNORMintheserviceorder. Donot

permit any other item categories.

IMG→SalesandDistribution→Sales→SalesDocuments

→SalesDocumentItem→AssignItemCategories

→ Choose Position:

Sales doc. type: ZZ##

Itemcategorygroup: NORM

Item usage: Blank

HLevItCa: Blank

DfItC(defaultitemcategory): ZZ##(overwriteTAN)

→ChooseDetails→Deleteallalternateitemcategories

Continued on next page

424

Group number	Partner function	Group number	Partner function	Group number	Partner function
01	8A	07	8G	13	8M
02	8B	08	8H	14	8N
03	8C	09	8I	15	8O
04	8D	10	8J	16	8P
05	8E	11	8K	17	8Q
06	8F	12	8L	18	8R

Group number	Partner function	Group number	Partner function	Group number	Partner function
01	8A	07	8G	13	8M
02	8B	08	8H	14	8N
03	8C	09	8I	15	8O
04	8D	10	8J	16	8P
05	8E	11	8K	17	8Q
06	8F	12	8L	18	8R

Group number	Partner function	Group number	Partner function	Group number	Partner function
01	8A	07	8G	13	8M
02	8B	08	8H	14	8N
03	8C	09	8I	15	8O
04	8D	10	8J	16	8P
05	8E	11	8K	17	8Q
06	8F	12	8L	18	8R