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SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

4. Whichschedulelinecategorydoesthesystemfindforthematerialinyour

serviceorderthatcontrolstheMRPindicatorformaterialT-ATO##(plant:

1200)?

WhatisthedifferencebetweenthisschedulelinecategoryandcategoryCN?

___________________________________________________________

Change the schedule line category assignment so that the system finds

schedulelinecategoryCNforconsumablematerialssuchasT-ATO##(plant:

1200).

a) Which schedule line category doesthe system find for the material

in your service order that controls the MRP indicator for material

T-ATO## (plant: 1200).

IMG→SalesandDistribution→Sales→SalesDocuments

→ScheduleLines→Assignschedulelinecategories

(MRP type: VM) Schedulelinecategory: CV

b) Whatisthedifferencebetweenthisschedulelinecategoryandcategory

CN?

IMG→SalesandDistribution→Sales→SalesDocuments

→ScheduleLines→DefineScheduleLineCategories

Requirements transfer and availability check are turned off in

scheduling type CN.

c) Changetheschedulelinecategoryassignmentsothatthesystemfinds

schedule line category CN for consumable items such asT-ATO##

(plant: 1200).

IMG→SalesandDistribution→Sales→SalesDocuments

→ScheduleLines→AssignScheduleLineCategories

Entry: ZZ## VM CN

All materialsthat contain MRP typeVM in thematerial master are

assigned to scheduleline category CN.

Additional option

Entry: ZS## Blank CN

AllmaterialsthatdonotcontainanMRPtypeinthematerialmaster

areassignedtoschedulelinecategoryCN.

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Unit14: Appendix SCM605

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

delivery item category.

a) IMG→LogisticsExecution→Shipping→Deliveries→DefineItem

Categories for Deliveries

Relevant for picking field: blank

Task 4:

Copying control

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

order-relatedbilling document for itemcategoryZZ## insalesdocument

type ZZ##.

Note: GotoCopyingControlsforBillingDocumentsandchooseprocess

SalesdocumentZZ##→BillingdocumentF2andbranchtoitemstep. Copy

theentryforitemcategoryTADtoitemcategoryZZ##.

a) IMG →Salesand Distribution → Billing →Billing Documents →

MaintainCopyingControlforBillingDocuments→Copyingcontrol:

Sales document to billing document

PositionButton: BillingdocumenttypeF2fromSalesdocumenttype

ZZ##

→ Choose Change

→ Select TAD → Button: Copy

→ Overwriteitemcategoryfieldwith ZZ##

ConfirmyourentrieswithEnterandsavethedata.

Task 5:

Item: Service

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

Services isautomatically assigned to itemswith services (materialsfrom

item category group DIEN).

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SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Do not permit any alternative itemcategories.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentItem→AssignItemCategories→Button: Position:

Salesdocumenttype: ZZ##

Item categorygroup: DIEN

Item usage: Blank

ItemCat-HgLvItm: Blank

Defaultitemcategory: Save TAD (Overwrite TAX; no

alternatives)

Task 6:

Partner determination

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

informationin theserviceorder. Thetechnicianshouldthen be informed

automaticallybymailwhenheorsheisneeded. Setupthenecessarypartner

controls to allow this to happen.

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

Determination→SetUpPartnerDetermination

2. Defineanewpartnerfunction8#withdescriptionPCtechnician##. (Keyof

thenewroleforeachstudentgroup: seethefollowingtable):

Choosethesuitablepartner typeforthisfunction.

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

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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

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Unit14: Appendix SCM605

Group Partner Group Partner Group Partner

number function number function number function

04 8D 10 8J 16 8P

05 8E 11 8K 17 8Q

06 8F 12 8L 18 8R

a) → Set up Partner Determination for Sales Document Header →

Partnerfunctionsfolder(double-click)→Button: NewEntries

→Function: 8#(seethefollowingtableforgroupnumberassignment)

→ Description. PC technician ##

→ Partner type:: PE

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.

a) (Assignmentofgroupnumber, seeTask1-6-1)

→Partnerproceduresfolder(Double-click)

→ Choose New Entries

Key: ZZ##

Description: Procedure ZZ##

→Save→SelectprocedureZZ##→PartnerFunctionsinProcedure

folder(double-click) →Button: NewEntries

Createall partners asmandatory partners.

Mandatorypartnerfield: Selectforallpartners

Save

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Group number	Partner function	Group number	Partner function	Group number	Partner function
04	8D	10	8J	16	8P
05	8E	11	8K	17	8Q
06	8F	12	8L	18	8R

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SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

4. AssignprocedureZZ##toyoursalesdocumenttypeZZ##.

a) →Partner proceduresassignment folder

Changetheentry: salesdocumenttypeZZ##→procedureZZ##.

Save your entries.

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.

a) IMG→SalesandDistribution→BasicFunctions→OutputControl

→OutputDetermination→OutputDeterminationUsingtheCondition

Technique

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

standardSAPsystemwithallitsdependent entries.

Key: ZM##

Description: Identification ##

a) →Maintainoutputdeterminationforsalesdocuments

→ Maintain output types → Button:

→Outputtype: Select mail→Button: Copy

Key: ZM##

Description: Indicator ##

Enter→Copydependententries: Yes→Save

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Unit14: Appendix SCM605

3. Maintainappropriatedefaultvaluesfortheoutputmasterrecordsforoutput

type ZM##.

a) →Maintainoutputtypes→Button: Change

Detailsofoutputtype→Tabpage: Defaultvalues

Transm. medium: 7 SAP Office

Partnerfunction: 8# PC technician ##

(Seetask6.2 forgroup numberassignment)

Time: 4 Send immediately

Save

4. Createtherelevantmail dataintheoutputtype.

Documenttitle: ServiceMail ##

Mail text:

You have a repair order.

Customer: &VBAK-KUNNR&

Order: &VBAK-VBELN&

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SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Good luck!

a) Select output type ZM##

Dialog structure: Mail title and texts

Language: EN

Documenttitle: Overwritethemailtitlewith: ServiceMail##

Select row → Button: Text

Enterthefollowingmailtext(orchangetheexistingtext)

You have a repair order.

Customer: &VBAK-KUNNR&

Order: &VBAK-VBELN&

Good luck!

Hint: Thevariablesmustbebracketedwith&...&andhave

agraybackground. Toaccomplishthis,pressbutton: Insert

command to enter a variable, andenter thevariablein line:

Icons, for example, &VBAK-KUNNR&. Press Enter to

exit the dialog.

Save your entries.

5. AssignoutputtypeZM##topartnerfunction8#(groupnumberassignment:

See exercise 6.2).

a) Select output type ZM##

Dialog structure:: Partner function

Button: New entry

→ Medium: 7 (simple mail)

→ Function : 8#(PCtechnician##)

(Assignmentof groupnumber, seeTask6.2)

ConfirmyourentrieswithEnterandsavethedata.

6. Makesureyouhaveassignedasuitableprocessingprogramtooutputtype

ZM##.

Select output type ZM##

Dialog structure:: Processing routines

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Unit14: Appendix SCM605

Program: RSNASTSO

Form routine: SAPOFFICE_AUFRUF_VX

a) Select output type ZM##

Dialog structure: Processing routines

Program: RSNASTSO

Form routine: SAPOFFICE_AUFRUF_VX

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?

_________________________________________________________________________

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SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

_________________________________________________________________________

a) ChangetheoutputinoutputdeterminationprocedureV10000fororders

at step 60 + ##.

→MaintainOutputDeterminationforSalesDocuments→Maintain

Output Determination Procedure → Select procedure V10000 →

Dialog structure: Control

→ Choose New Entries:

→ Step: 60+##

→ Counter: 1

→ CType: ZM##

→ Condition: 2

Save your entries.

b) Set condition 2.

Requirement 2 means that output ZM## is only activated in the

document whenthedocument iscomplete.

For example, if the PCtechnician has been defined as amandatory

partner,theoutputisonlyactivatedinthedocumentifavalidpersonnel

numberhasbeenassignedtopartnerfunction8#inthesalesdocument.

8. Create amaster record for thenew output.

Usethedefaultvaluesfromthecondition record.

a) Createamaster recordfor the newoutput.

Logistics→SalesandDistribution→MasterData→Output→Sales

Document →Create→OutputType: ZM##

→ Sales doc. type: ZZ##

b) Usethedefaultvaluesfromtheconditionrecord.

→ Return

(defaultvaluesarecopiedfromthemasterrecord)

Language: Enter EN

9. WhenyourPCtechnicianreceivestheautomaticmailaboutthecustomer

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

documenttoenablethemtoobtainalltheinformationneededforthevisit.

Todothis, savetherelevantcommunicationdatainthemasterrecordfor

output type ZM##:

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→ Step:	60+##
→ Counter:	1
→ CType:	ZM##
→ Condition:	2

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Unit14: Appendix SCM605

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

a) When your PC technician receives the automatic mail about the

customervisit, heor sheshouldbeableto godirectlyfromthemail

tothesalesdocumenttoenablethemtoobtainalltheinformationhe

needs for the visit.

Todothis,savetherelevantcommunicationdatainthemasterrecord

for output type ZM##:

Button: Communication

ConfirmthedialogforthedummyrecipientwithYes.

Intheline: Dummyrecipientfield:ActivateExpressmail

Menu: Go to →Execution parameters

Executiontype T(Execute transaction)

Executionelement: VA03(Displaysalesdocument)

Activatebutton: Execute: Skip first screen

SET/GET parameter:

AUN (parameter IDof field in thetransaction where the document

number is used)

VBAK-VBELN (Numberof salesdocument)

Enter → Back → Save

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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

a) The PC technician brings all the materials he needs to repair the

equipmentwithhimandthejourney isentered asaseparateitemin

theorder, sochoosetheFreehouse(FH) Incoterms inthecustomer

master record.

→ Sales and Distribution → Master Data → Business Partner →

Customer → Change

Customer: T-L63A##

Sales area: 1000 10 00

Button Sales area data

Billing tab page

Incoterms field: FH

b) Youhaveagreedonthefollowingtermsofpaymentwithyourcustomer

for service orders:

– For payment within 10 days 2 %

– Payment within 30 days: 1 %

– Payment within 50 days: No discount

→Paymenttermsfield: 0005

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Unit14: Appendix SCM605

Task 9:

Material master record: Service material

1. ChangetheitemcategorygroupofyourT-ATP##toDIEN(servicematerial)

in sales view 2.

a) Logistics→Salesand Distribution→MasterData→Products→

Material → Services → Change

Material: T-ATP##

Select View(s): Sales view 2

OrgLevel: Plant: blank/Salesorg1000/Distributionchannel: 10

Itemcategorygroup: DIEN(ChangeentryLEIStoDIEN)

Task 10:

Service order

1. TestyoursettingsbyprocessingaserviceorderintheR/3System.

a) Logistics→SalesandDistribution→Sales→Order→Create

Order type: ZZ##

2. Enteraserviceorder your customerT-L63A##.

Customer: T-L63A##

PO number: Service Order ##

Canyouenterasalesdocumentnumber manually?

___________

Why or why not?

_____________________________________________________

What arethe termsofdeliveryfor theorder?

_____________________________________________________

What are thepayment terms for theorder?

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SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

_____________________________________________________

a) Canyouenterasalesdocumentnumbermanually?

b) Why?

Externalnumberassignmentfieldwasnotactivatedforsalesdocument

type ZZ##.

c) Whatarethetermsofdeliveryfor theorder?

→Goto→Header→BillingorGoto→Overview→Sales

Incoterms: FH

d) Whatarethetermsofpaymentfortheorder?

Paymentcond.: 0005

3. Enter a text item thatdocuments therepair.

IntheDescriptionfield, enter thetextPCrepairs.

a) Enter atextitemthat documentstherepair.

IntheDescriptionfield, enterthetextPCrepairs.

4. WasoutputtypeZM##automaticallyfoundforthedocument?

___________________________________________________________________

Why? (Youcanusetheconditionanalysisfortheoutputtoseewhy.)

___________________________________________________________________

a) WasoutputtypeZM##automaticallyfoundinthedocument?

→Extras→ Output→ Header → Edit

No (no entry)

b) Why? (Youcanusetheconditionanalysisfortheoutputtoseewhy.)

In the Output screen, choose:

Determ. Analysis (i button)

Thedocumentisstillincomplete. Thismeansthatrequirement002in

theoutputdeterminationprocedurehasnotbeenmetandoutputtype

ZM## hasthereforenot been processed.

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Unit14: Appendix SCM605

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

personnelnumber1701##asthePCtechnicianresponsiblefortheorder.

Hint: Thepersonnelmasterrecordforemployee1701##contains

userIDMayer-##ininfocategory105"Communication".

a) →Back→Edit→LogofIncompleItems→Button: Completedata

→ Enter personnel number

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

ZM## in the document.

______________________________________________________________

a) →Salesdocument→Change→Extras→Output→EditHeader→

Green TrafficLight=successfullyprocessed

(Alternatively: →Selectoutput→Button: Furtherdata)

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

instructor gave your for this exercise.

Calluptheoutput,checkthemessageandcallupthedocument.

a) Select the express document Inbox or call the business workplace

using transaction SBWP.

b) Callthemailinthedetailviewbydouble-clickingthemail.

c) The message contains the customer number and the order number.

ChooseDocument→Execute(Ctrl+F6): Thedocumentiscalledin

display mode.

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.

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SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

Whichitemandschedulelinecategoriesdoesthesystemfind?

Item 10: ___________________

Item 20: ___________________

Check in Customizing which schedule lines from the sales document

generate items in the delivery document.

Why?

Item 10: ___________________

Item 20: ___________________

a) How does the system respond?

Itdeterminesanewitemcategoryforthetextitem.

b) Whichitemandschedulelinecategoriesdoesthesystemfind?

Item 10: TAD / CD

Item 20: ZZ## / CN

c) CheckinCustomizingwhichschedulelinesfromthesalesdocument

generate itemsin the delivery document.

Give a reason for this.

Item 10: No, the schedule line category is not

relevant to delivery.

Item 20: Yes, the schedule line category is

relevant to delivery

Task 11:

Delivery

1. Delivertheorder(Shippingpoint: 1200). . Settheselectiondatetoaweek

from today.

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→SingleDocument→Change

Selection date: One week from today

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

material?

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Unit14: Appendix SCM605

Delivery item category: ________

Deliveryitemcategory: ZZ##

3. Post the goods issue.

Is picking necessary? ___________

Why? __________________________________

a) Is picking necessary?

No.

b) Why?

Pickingwasdeactivatedforthisitemcategory.

Task 12:

Billing document

1. Bill the order.

a) Logistics→SalesandDistribution →Billing→BillingDocuments

→ Create

Selection date: a week from today

2. What message appears?

______________________________________________________________

a) No billing documentshavebeen created.

Log: Thesalesdocumentisblockedforbilling.

3. Deletethe billing block in thesales order.

a) Logistics→SalesandDistribution→Sales→Order→Change

4. Billtheordernow(selectiondateisaweekfromtoday).

Dobothitemsdueforbillingappearinthebillingdocument?

__________________________

a) Yes

5. Is the data forwarded to Accounting?

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SCM605 Lesson: Appendix: AdditionalWorkshopScenario: Service Order

__________________________

a) Logistics→SalesandDistribution→Billing→BillingDocument→

Change → Button: Accounting

→ Yes

6. Callupthedocumentflowinthebillingdocumentview.

Can you see the delivery?

___________________________

a) → Environment → Document flow

→ No

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

completedasfarassalesanddistributionisconcerned?

Give a reason for this.

__________________________________________________________________

a) Yes. Allthedocumentshavestatuscompleted.

The accountingdocument isnot cleared.

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Unit14: Appendix SCM605

Lesson Summary

You should now be able to:

• SetupserviceprocessinginSalesandDistribution.

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SCM605 Unit Summary

Unit Summary

You should now be able to:

• Table structuresin sales and distribution

• Matchcode objects

• Authorization objects

• Control delivery blocks

• Set up group master contracts

• Set up cancellation rules for contracts.

• SetupserviceprocessinginSalesandDistribution.

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UnitSummary SCM605

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SCM605 Course Summary

Course Summary

You should now be able to:

• Integrate sales in the sales process chain

• ConfigureCustomizingsothatitrepresentsyourspecificsalesrequirements

• Adjust and use Help within the system

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CourseSummary SCM605

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Appendix 1

Data Used in the Exercises

To get the maximum benefit from the exercises, werecommend that you only

use the data below:

Masterdata Training Comments IDESData Scenario

System

Customer Searchterm

MA## MA## One-time 100016 Sales to

customer employees

T-L63A## ##LO606-01 Normal 2006

Service

customer

order/

Material de-

termination

T-L63B## ##LO606-02 Special 2007 Material de-

customer termination

T-L63C## ##LO606-03 Additional 2006 Material de-

SH: termination

T-L63B##

T-L63D## ##LO606-04 2006 Bills of

material

Material Oldmat. no. (Trading

goods /

sector: M)

T-ATM## ##LO606-01 M-11 Sales to

employees

447

Masterdata	Training System	Comments	IDESData	Scenario
Customer	Searchterm
MA##	MA##	One-time customer	100016	Sales to employees
T-L63A##	##LO606-01	Normal customer	2006	Service order/ Material de- termination
T-L63B##	##LO606-02	Special customer	2007	Material de- termination
T-L63C##	##LO606-03	Additional SH: T-L63B##	2006	Material de- termination
T-L63D##	##LO606-04		2006	Bills of material

Material	Oldmat. no.	(Trading goods / sector: M)
T-ATM##	##LO606-01		M-11	Sales to employees

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Appendix1: DataUsedintheExercises SCM605

Masterdata Training Comments IDESData Scenario

System

T-ATN## ##LO606-02 M-12 Sales to

employees

T-ATO## ##LO606-03 M-10 Serviceorder

T-ATP## ##LO606-04 Service I-1000 Serviceorder

material

T-ATQ## ##LO606-05 M-15 Material de-

Preceding

termination

model;

Availability:

T-ATR## ##LO606-06 Subsequent M -15 Material de-

model termination

T-ATS## ##LO606-07 PCmainitem R-1001 Bill of

material

(BOM)

T-ATT## ##LO606-08 Component: R-1170 BOM

basic

equipment

T-ATU## ##LO606-09 Component: M-13 BOM

processor

T-ATV## ##LO606-10 Component: M-14 BOM

mainmemory

T-ATW## ##LO606-11 Component: M -15 BOM

monitor

Personnel

1701## Employee1 1701 Serviceorder

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Masterdata	Training System	Comments	IDESData	Scenario
T-ATN##	##LO606-02		M-12	Sales to employees
T-ATO##	##LO606-03		M-10	Serviceorder
T-ATP##	##LO606-04	Service material	I-1000	Serviceorder
T-ATQ##	##LO606-05	Preceding model; Availability: 02	M-15	Material de- termination
T-ATR##	##LO606-06	Subsequent model	M -15	Material de- termination
T-ATS##	##LO606-07	PCmainitem	R-1001	Bill of material (BOM)
T-ATT##	##LO606-08	Component: basic equipment	R-1170	BOM
T-ATU##	##LO606-09	Component: processor	M-13	BOM
T-ATV##	##LO606-10	Component: mainmemory	M-14	BOM
T-ATW##	##LO606-11	Component: monitor	M -15	BOM

Personnel
1701##	Employee1		1701	Serviceorder

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Feedback

SAP AG has made every effort in the preparation of this course to ensure the

accuracy and completeness of the materials. If you have any corrections or

suggestionsforimprovement,pleaserecordthemintheappropriateplaceinthe

course evaluation.

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