SCM605_EN_Col92_FV_Part_A4 (第2页)

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SCM605 Lesson: Enterprise Structures in Sales and Distribution

Solution 2: Enterprise Structures in Sales

and Distribution

Task 1:

Data sheet

Enterprise Structures

Organizational Key Description

unit

Salesorganization 1000 Germany Frankfurt

Distributionchannel 10 Final customer sales

14 Service

Division 00 Cross-division

Salesoffice 1000 Office Frankfurt

1010 Office Hamburg

1030 Office Stuttgart

Salesgroup 1000/100 Gr. F1 Mr. Anton

1000/101 Gr. F2 Mr. Mayer

1010/110 Gr. H1 Mr. Thomas

1030/130 Gr. S1 Ms. Chmiel

Companycode 1000 IDES AG

Plant 1200 Dresden

1000 Hamburg

1100 Berlin

1300 Frankfurt

The project team has already modeled the organizational structure of your

company in the R/3 system.

Familiarizeyourselfwiththeorganizationalunitsthathavebeensetuptomodel

your company’s organizational structure.

1. CompletetheEnterpriseStructuresdatasheetasappropriate.

a) Go to the SAP Reference IMG and navigate to definition of

organizational units. CompletetheEnterpriseStructures datasheet

as appropriate.

Continued on next page

Organizational unit	Key	Description
Salesorganization	1000	Germany Frankfurt
Distributionchannel	10	Final customer sales
	14	Service
Division	00	Cross-division
Salesoffice	1000	Office Frankfurt
	1010	Office Hamburg
	1030	Office Stuttgart
Salesgroup	1000/100	Gr. F1 Mr. Anton
	1000/101	Gr. F2 Mr. Mayer
	1010/110	Gr. H1 Mr. Thomas
	1030/130	Gr. S1 Ms. Chmiel
Companycode	1000	IDES AG
Plant	1200	Dresden
	1000	Hamburg
	1100	Berlin
	1300	Frankfurt

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Unit3: EnterpriseStructuresinSalesandDistribution SCM605

→Tools→Customizing→IMG→ExecuteProject

Choose SAP reference IMG.

→ Enterprise Structure → Definition.

2. Whatisthedescriptionofyoursalesorganization1000? Whichcurrencyis

usedtoupdatethestatistics? Whatistheaddress?

Description:

_________________________________

Statistics currency:

_________________________________

Name:

_________________________________

Address:

_________________________________

a) Findthedefinitionof salesorganization1000.

→SalesandDistribution→Define,copy,deletesalesorganization...

Choose Define Sales Organization.

Description: Germany Frankfurt

Statistics Euro

currency:

Choose Address.

Name: IDES Germany - Frankfurt

Address: Friedrich-Naumann-Straße 16, 60486

Frankfurt/M

3. WhichdistributionchannelshavebeendefinedforFinalcustomersaleand

Service?

Distribution Channel:

_________________________________

Distribution Channel:

Continued on next page

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SCM605 Lesson: Enterprise Structures in Sales and Distribution

_________________________________

a) Findthedescriptionofthedistributionchannels.

→SalesandDistribution→Define, copy, delete, checkdistribution

channel

Choose Define distribution channel.

Distribution 10 Final customer sales

Channel:

Distribution 14 Service

Channel:

4. Whichdivisionhasbeencreatedforcross-divisionsales?

Division:

_________________________________

a) Find the description of the division.

→LogisticsGeneral→Define,copy,delete,checkdivision.

Choose Define division.

Division: 00 Cross-division

Task 2:

Familiarizeyourselfwiththeenterprisestructuresthatarerelevantforsalesthat

have been configured asorganizational structures.

1. CompletetheEnterpriseStructuresdatasheetasappropriate.

a) Navigate to the assignment of the organizational units to enterprise

structures. CompletetheEnterpriseStructuresdatasheetasappropriate.

→Enterprise Structure → Assignment

2. The organizational units determined above have been used to configure

varioussalesareasforyoursalesorganization1000.

Which sales areas have been defined?

Continued on next page

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Unit3: EnterpriseStructuresinSalesandDistribution SCM605

Salesorganization Distribution Division

channel

Thesalesarea 1000

a) Go to the assignment of sales areas.

→SalesandDistribution→Setupsalesarea.

Sales Distribution Division

organization channel

Thesalesarea 1000 10 00

Thesalesarea 1000 14 00

3. Determine the sales offices responsible for managing sales in sales area

1000 / 10 / 00.

Sales Office:

_________________________________

Sales Office:

_________________________________

Sales Office:

_________________________________

a) Go to the assignment of sales offices.

→SalesandDistribution→Setupsalesarea.

SalesOffice: 1000 Office Frankfurt

SalesOffice: 1010 Office Hamburg

SalesOffice: 1030 Office Stuttgart

4. Addsomeexamplesofthesalesgroupsassignedtothesalesofficeslisted

above.

Continued on next page

	Salesorganization	Distribution channel	Division
Thesalesarea	1000
Thesalesarea	1000

	Sales organization	Distribution channel	Division
Thesalesarea	1000	10	00
Thesalesarea	1000	14	00

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SCM605 Lesson: Enterprise Structures in Sales and Distribution

Office: Office:

__________________ __________________

Sales group: Sales group:

__________________ __________________

Sales group: Sales group:

__________________ __________________

a) Go to the assignment of sales groups.

→SalesandDistribution→Assignsalesgrouptosalesoffice

Office: Salesgroup: 100 Gr. F1 Mr. Anton

1000

Salesgroup: 101 Gr. F2 Mr. Mayer

Salesgroup: 103 Gr. F3 Mr. Ludwig

Office: Salesgroup: 110 Gr. H1 Mr. Thomas

1010

Salesgroup: 111 Gr. H2 Mr. Thiel

Office: Salesgroup: 130 Gr. S1 Ms. Chmiel

1030

Salesgroup: 131 Gr. S2 Mr. Kaysers

5. Whichcompanycodedoesyoursalesorganizationbelongto?

Company code:

_________________________________

Whichcurrencyisdefinedforthiscompanycode?

Currency:

Continued on next page

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Unit3: EnterpriseStructuresinSalesandDistribution SCM605

_________________________________

a) Gototheassignment of thecompanycodes.

→SalesandDistribution→Assignsalesorganizationtocompanycode

Companycode: 1000 IDES AG

Goto the definitionof thecompany codes.

→ Enterprise Structure → Definition → Financial Accounting →

Define, copy, delete, checkcompanycode…

Choose Edit company code data.

Currency: Euro

6. Enterthedeliveringplantsthatareassignedtosalesorganization1000and

distribution channel10 in your data sheet.

Delivering plant:

_________________________________

a) Gototheassignmentofplantsinsalesanddistribution.

→ Enterprise Structure →Assignment→ Sales and Distribution –

Assignsalesorganization–distributionchannel–plant.

Deliveringplant: 1000 Hamburg

Deliveringplant: 1100 Berlin

Deliveringplant: 1200 Dresden

Deliveringplant: 1300 Frankfurt

Continued on next page

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SCM605 Lesson: Enterprise Structures in Sales and Distribution

Task 3:

Optional:

To meet its goal of establishing sales possibilities that are newand up-to-date,

yourmanagementboardhasapprovedaprojectforestablishingeSalesasanew

saleschannelatyourcompany. Managementwantstobeabletotrackthesales

andrevenuesfromthesetransactionsseparately,andpricingproceduresthatare

differentfromallothersalesprocessesmustbepossible.

Configuretheneworganizational unitsyouneed.

1. Definea newdistribution channel for e-sales.

Hint: Please usethe Define distribution channelfunction, NOT

Copy, delete, checkdistribution channel.

Background:

The Define distribution channel function (only) creates a new

distributionchannel. ThemuchmorepowerfulfunctionCopy,delete,

checkdistributionchannelallowsyoutocopyallofthedistribution

channel-specificsettingsfromthetemplate. Youcanalsoperform

this synchronization later. This function is extremely useful and

efficientinprojects. Inthiscourse,however,youareresponsiblefor

performingthecorrespondingCustomizingstepsyourself.

Distribu- Y = 70 + ##(e.g. group19: Y=70+19=89)

tionChan-

nel:

Descrip- eSales ##

tion:

a) CreateanewdistributionchannelYeSales##(Y=70+##).

→Enterprise Structure → Definition → Salesand Distribution→

Define, copy, delete, checkdistributionchannel

Choose Define distribution channel.

Distribu- Y = 70 + ##(e.g. group19: Y=70+19=89)

tionChan-

nel:

Descrip- eSales ##

tion:

Continued on next page

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Unit3: EnterpriseStructuresinSalesandDistribution SCM605

2. Anindependentstaffisbeingtrainedtoprocesstheordersreceivedthrough

e-Sales. Organizationally, theseemployees will begrouped together in a

sales office. Set up the new sales office Ze## eOffice ## for this group.

Use sales office 1000 as a template.

a) →SalesandDistribution→Maintainsalesoffice

Selectsalesoffice1000andchooseCopyas...

Task 4:

Optional:

Enhance the existing sales organization structures by integrating new

organizational units.

1. AssignthenewdistributionchanneltoyoursalesorganizationZ000.

a) →EnterpriseStructure→Assignment→SalesandDistribution→

Assigndistributionchanneltosalesorganization.

2. Build new sales areas with your sales organization, Z000, the new

distributionchannel, anddivisions00, 01, and07.

a) →SalesandDistribution→Setupsalesarea.

3. Makesurethatdeliveriesforordersfromthenewsalesareascantakeplace

atyourdistributioncentersattheHamburg,Dresden,andStuttgartplants.

a) →SalesandDistribution→Assignsalesorganization–distribution

channel – plant.

4. ConfigureCustomizingsothatordersenteredforyournewsalesarea,Z000

/ Y / 00, can be assigned to your new sales officeZE## eOffice ## as the

responsible internal organizational unit.

a) →SalesandDistribution→Assignsalesofficetosalesarea.

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SCM605 Lesson: Enterprise Structures in Sales and Distribution

Lesson Summary

You should now be able to:

• Use organizational units in theSAP system to map the different areas in

your company

• Setupenterprisestructuresbyassigningthemtoorganizationalunits

• Adjust the organizational structures to meet the legal and business

requirements of your company

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UnitSummary SCM605

Unit Summary

You should now be able to:

• Use organizational units in the SAP system to map the different areas in

your company

• Setupenterprisestructuresbyassigningthemtoorganizationalunits

• Adjust the organizational structures to meet the legal and business

requirements of your company

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Unit 4

Sales Order Processing

Unit Overview

Thisunitdescribestheoriginofinformationinthesalesdocumentandselected

tools for processing the sales document.

Unit Objectives

After completing thisunit, you will beableto:

• Determine the origin of document data from various sources, like the

materialmaster,thecustomermaster,orCustomizing

• Findandusethetoolsandhelpforenteringandprocessingsalesorders

Unit Contents

Lesson: Information Sources and Data Transfer ............................50

Lesson: Selected Entry Aids and Techniques................................58

Exercise 3: Sales Order Processing......................................63

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Unit4: SalesOrderProcessing SCM605

Lesson: Information Sources and Data Transfer

Lesson Overview

Thislessondescribespossiblesalesdocumentdatasourcesandshowstransferof

masterdatatosalesdocumentaspartofdocumentprocessingusingthecustomer

master as an example.

Lesson Objectives

After completingthislesson, you will beable to:

• Determine the origin of document data from various sources, like the

materialmaster,thecustomermaster,orCustomizing

Business Example

• IDES-AG would like to further optimize entry and processing of sales

documents.

• Todothis,documentdataistobeextractedasdefaultvaluesandfixedvalues

from the master data and other sources.

Figure 14: Overview: Sources for Document Data

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SCM605 Lesson: Information Sources and Data Transfer

During data input for sales documents, the system supports you by analyzing

varioussourcesofinformation. Theaimistomakecreatingdocumentseasierby

usingdefaultvaluesorfixedreferencedata. Possiblesourcesofinformationare:

• Masterdata: Thesystemreadsthemasterdatadefinedforacustomer, a

material,orapricingcondition. Forexample,thespecifictermsofpayment

foracustomercanbefound. Thesalesinformationfromamaterialmaster

can serveasthesourcefor thedeliveringplant.

• Existing document data: Document data that has already been entered

ordeterminedautomaticallybythesystemcanbeusedtoenteradditional

documentdata. Forexample,thedeliveringplantisused-alongwithother

information- to determine the shippingpoint.

• Customizing: Default values for creating documents can be defined in

Customizing. Forexample,youcansetadefaultvalueforthedeliverydate

orconfigureadeliveryorbillingblockinthesalesdocumenttype. Youcan

alsodefinestrategiesinCustomizingfordeterminingdocumentinformation

based on combinations of several criteria (for example: determining the

shippingpointthroughacombinationofdeliveringplant,loadinggroup,and

shipping condition).

• Hard-coded controls: Different information sources can be weighted

usingcontrolshard-codedintheSAPprogram(example: proposingplants

automatically).

Figure 15: Sales OrderEntry - Deriving the Sales Area

Eachsalesorderisassignedtoauniquesalesarea(salesorganization,distribution

channel, division).

Whenyouenterasalesorder,youdon'tneedtospecifythesalesareaimmediately.

Ifyoudon't,thesystemautomaticallyderivesthesalesareafromthesold-toparty.

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Unit4: SalesOrderProcessing SCM605

Ifthereismasterdataforthesold-topartyinseveralsalesareas,aselectionscreen

appearswhereyoucanchoosethesalesareayourequire.

Hint: Youcanalsocreatethemasterrecordforanewsold-topartywhen

creating the document.

Figure 16: Proposing Order Data from Master Data

It is advisable to store as much data as possible in master records in the SAP

system. Thiswillsaveyoutimeduringorderentryandhelpyoutoavoidincorrect

entries.

You can enter different types of master data in the SAP system, such as

informationonbusinesspartners, materials, customer/material, itemproposals,

billsofmaterial,prices,discountsandrebates,taxes,freight,outputandtextsand

soon. Thesystemwillfrequentlyaccessthisdataduringorderprocessing.

Intheorderoverview,youcancreateitemsfortheorderingcompanybyentering

customer-specific material numbers.

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SCM605 Lesson: Information Sources and Data Transfer

Figure 17: Business Partnersfrom the CustomerMaster

Theessentialbusinesspartnersforasalestransactionarethesold-toparty,ship-to

party,payerandbill-toparty. Thesebusinesspartnersplayvariousroles(called

partner functions) in the business process.

Youcanmaintainacustomermasterrecordforeachpartner. Thereisasuitable

entry screen for eachtype of businesspartner.

Whenyouenterasalesdocument,youcanalsoentertheship-topartyinsteadof

thesold-toparty. Thesystemthendeterminesthesold-topartyfromtheship-to

party.

• If there is exactly one sold-to party for the ship-to party, the system can

do this automatically.

• Ifthereareseveralpossiblesold-topartiesfortheship-toparty,thesystem

displaysaselectionscreenwiththepossiblealternatives.

• Ifasold-topartycannotbedetermined,thesystemissuesanerrormessage

in the status bar.

• Amessagealsoappearsifyouenteredaship-topartyinthesold-toparty

fieldinadvertently. Thesystemthencontinuestoprocessthedataasifyou

hadenteredtheship-topartyintheship-topartyfield.

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Unit4: SalesOrderProcessing SCM605

Figure18: ProposingOrderDatafromtheCustomerMaster

Thebusinessdatainasalesdocumentistakenfromthemasterdatarecordsfor

the different business partners.

Sincelocationsofship-topartiesandsold-topartiescanvary,

deliveryaddressandcontrolinformationaretakenfromtheship-topartymaster

record.

Sincethepayerisresponsibleforthepaymentofreceivables,

paymentconditionsinthedocumentaretakenfromthepayermasterrecord.

Thebill-topartycontainstheaddresstowhichtheinvoiceshouldbesent.

Thisaddressmaybedifferentfromthat of thepayer.

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SCM605 Lesson: Information Sources and Data Transfer

Figure 19: Business Data

Youcandefinebusinessdata(suchaspaymentconditions,Incoterms)atdocument

header level or for each item.

YoucandecideinCustomizingfortheitemcategorywhetherbusinessdataatitem

levelshouldbeabletodifferfrombusinessdataatheaderlevel. Youdefinethis

optionseparatelyfor each item category. Thisallows youto createdocuments

containing both itemsin which the businessdatamust beidentical to thesales

documentheaderanditemsthatallowdifferentbusinessdata.

Figure 20: Proposing Plants Automatically

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Unit4: SalesOrderProcessing SCM605

TheplantisanintegralpartofLogistics. Itassumestheroleofadeliveringplant

in sales.

Whenyouenteranitemtobedelivered,theSAPsystemattemptstodeterminea

deliveringplantautomaticallyfromthemasterdata. Ifthesearchissuccessful,the

resultsarecopiedtothedocumentitem. Youcanchangethisplantmanually.

Duringitssearch,thesystemchecksseveralmasterdatarecords:

• First, it checkswhetherit canproposeadeliveringplantfromanentryin

the customer-material info record.

• Ifthecustomer-materialinforecorddoesn'tcontainaplant,oriftherearen't

anycustomer-materialinforecords,thesystemchecksthecustomermaster

record for the ship-to party.

• If thissearch isunsuccessful, the delivering plant isdetermined fromthe

material master record.

If thereisn't aplant inthematerial masterrecord, thesystem will be unableto

determineavalidplant. Andifthesystemisunabletodetermineavalidplant,

it cannot determineanyotherdocumentdata, either. Forexample, itwouldnot

be possible to automatically determine the shipping point. Furthermore, no

availabilitycheckispossible,andnodeliverycanbecreated.

Hint: If necessary, youcan useaUSEREXIT toenhancethe standard

system.

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SCM605 Lesson: Information Sources and Data Transfer

Lesson Summary

You should now be able to:

• Determine the origin of document data from various sources, like the

materialmaster,thecustomermaster,orCustomizing

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Unit4: SalesOrderProcessing SCM605

Lesson: Selected Entry Aids and Techniques

Lesson Overview

This lesson describes selected data entry aids and techniques for use in the

processing of sales documents.

Lesson Objectives

After completingthislesson, you will beable to:

• Findandusethetoolsandhelpforenteringandprocessingsalesorders

Business Example

• IDESInc. hassuccessfullyimplementedtheSAPsystem.

• Younowwanttofurtheroptimizetheprocessesofenteringandprocessing

sales orders.

• Youwanttotakefulladvantageoftheaidsandtoolsthatareavailablefor

creating documents.

• It is your responsibility to familiarize yourself with the techniques for

creating and processing documents.

Figure 21: Sales Summary

Thesalessummaryhelpstocreatedocumentsbydisplayingavarietyofrelevant

informationaboutthecustomer. Thisinformationisavailableusingapushbutton

at any time during document processing.

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SCM605 Lesson: Selected Entry Aids and Techniques

The information in the sales summary is grouped into info blocks on various

topics. You can configure the info block views according to topic yourself in

Customizing.

Figure 22: Overview: Changing of sales documents

Differentoptionsareavailableforchangingdocumentdata:

Fastchangefunction: Thefastchangefunctionallowsyoutochangeseveral-or

all-itemsofadocumentatthesametime(forexample: changingthedelivering

plant or delivery date, settingsblocks, rejections)

Changingofseveral documents: Youcanusethedocumentlist tochangethe

plant,currency,materials,andpricinginseveraldocumentsatthesametime. The

new mass change tool for documents in Release 4.6 supports comprehensive

changes to the selected sales documents.

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Unit4: SalesOrderProcessing SCM605

Figure 23: Blocks

Insalesorders,youcanblockthefollowingtransactions:

• For shipping

• For billing

Youcansetabillingblockinthedocumentheaderandintheindividual items.

You can customize the delivery block toconfigure the detailed effects of that

block in shipping processing. For example, you can prevent the creation of a

deliveryingeneral,orallowprocessingofthedeliveryandpickingbutblockthe

goods issue, and so on (see Appendix).

Youcansetabillingblockinthedocumentheaderandintheindividualitems.

Youcanenterreasonsforrejectionforoneormoreitems. Incopyingcontrol,you

canstopthisitemfrombeingcopiedintosubsequentdocuments.

The "Fast change" function enables you to simultaneously block all the items

that you have selected in the document.

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SCM605 Lesson: Selected Entry Aids and Techniques

Figure 24: Reject

Youcan enter a reason for rejectionfor one or several items. You cancreatea

suitablecopyingrequirementincopyingcontroltopreventtheseitemsfrombeing

copied into subsequent documents.

Forexample,ifacustomerdoesn'twantsomeoftheitemsinaquotation,youcan

assignareasonforrejectiontothoseitems. Thisgivestheitemsthecompleted

status. Thebusinesstransactioncanthusbeconcludedwithoutdeletingtheitem.

Reasonsforrejectionalsoallowyoutoverifywhatyourcustomersthinkofyour

productsduringacertaintimeperiod. Themarketingdepartment canusethese

resultsasanimportantplanningtoolfortheirstrategiesinthenextsalesperiod.

The"Fastchange"functionallowsyoutorejectseveralorallitemsofadocument

atthesametime. Aspecialpushbuttonisalsoavailableforrejectingalltheitems

in a document.

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Unit4: SalesOrderProcessing SCM605

Figure25: ChangestotheSold-toPartyintheSalesDocument

Attimes,itcanbebeneficialtostartenteringindividualitemsbeforeyouenterthe

sold-toparty, especiallywhenphonesalesareinvolved.

Becauseasold-topartyisalwaysrequiredtocreateasalesdocument, adefault

valuemustbesetinthesold-topartyfield. Youcandothiswithyouruser-specific

parametersor-dependingonthesalesdocumenttype-withatransactionvariant.

Theincompletionlogofthesalesdocumentensuresthatthepersonresponsible

replacesthedefaultcustomervaluewiththeactualsold-toparty.

Todothis,thedefaultsold-topartymustbeflaggedassuchinthecustomermaster

(activate customer type Default SP).

When the sold-to party is changed, the changed value runs through the same

checksastheinitial entry. Asaresult, avarietyof dataisre-determined-such

as texts, prices, and delivering plant.

Youcanalsochangetheship-topartylaterontheoverviewscreen. However,the

systemdoesnotre-determinethesold-topartyinthiscase.

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SCM605 Lesson: Selected Entry Aids and Techniques

Exercise 3: Sales Order Processing

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Explainhowmasterdataisproposedinsalesdocuments

• Use thevarioustoolsfor processing orders

Business Example

Theorderclerkonlyhastoenterafewitemswhencreatingsalesdocuments. The

majorityoftheinformationiscopiedfromthemasterdata.

Task 1:

1. CreateastandardorderforproductT-ATC##(1unit)withpurchaseorder

number##LO605-OR03.

2. Donot specifythesalesarea(deleteanyvaluesthat default). Theship-to

party is T-S62F##.

3. Whichsold-topartyisdeterminedbythesystem?

Sold-to party:

_________________________________

4. Whichsalesareaisautomaticallydeterminedbythesystem?

Sales area:

_________________________________

Wheredoesthesystemfind thisinformation?

_________________________________

Task 2:

YourcustomerT-S62A##placesanorderwithyou. Theywantthedeliverytotake

placein2weeks. Thepurchaseordernumberis##LO605-OR04.

1. EnteranitemformaterialT-ATC##(quantity: 5pieces).

Youofferthefollowingtermsofpaymenttoyourcustomerforthisitem:

14 days 3%, 30 days 2%, 45 days net.

Terms of payment:

Continued on next page

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Unit4: SalesOrderProcessing SCM605

_________________________________

2. EnteranotheritemwithmaterialT-ATD##(20units).

Thisitemhasdifferenttermsofpayment: 20days2%,30daysnet.

Thismaterialshouldalsobedeliveredtoanotheraddress. Changetheship-to

partyof thisitemto your customerT-S62B##.

Payment terms:

_________________________________

3. Delivertheorderonthedeliverydaterequestedbyyourcustomer.

What message appears in the log?

_________________________________

Hint: If necessary, set the selection date for the delivery to two

weeks from today.

4. Whichdeliveringplantisdeterminedbythesystem?

Deliveringplantforitem10: _____________________________

Deliveringplantforitem20: _____________________________

5. Whichmasterrecordsdoesthesystemusetoextractthisinformation?

Task 3:

1. Yourplant1000containsstockformaterialT-ATD##.

Thisisthematerialthatshouldbedeliveredfromthisplant,whencustomer

T-S62A## orders it.

2. Createacustomer-materialinformationrecordsothatthismaterialisalways

taken from plant1000 for this customer.

3. ThecustomermanagesthismaterialwithnumberPC-M-##anddescription

PC-Monitor ##.

Enterthesedetailsinthecustomer-materialinforecord.

4. YoureceiveanorderfromcustomerT-S62A##withpurchaseordernumber

##LO605-OR05. Theorder consists of12 monitors, which the customer

managesundermaterialnumberPC-M-##. Thecustomerwantstoreceive

thedeliveryintwoweeks. Createthesalesorder.

Canyoumeetthecustomer’srequesteddeliverydate?

Continued on next page

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SCM605 Lesson: Selected Entry Aids and Techniques

Whichplantwill beusedtosupplythedelivery?

Hint: You can use the Ordering Party overview screen to enter

itemswiththecustomer’spurchaseordernumbers.

Task 4:

Yourcustomerinformsyoutheywouldliketoaddtotheirpurchaseordernumber

##LO605-OR05.

1. Enter another item with 16 units of material T-ATE##. The deliverydate

is in two week’s time.

Task 5:

Optional:

Your customer can get the first order item of document ##LO605-OR05 for a

better pricesomewhereelse, sotheyreject thisitem.

1. Cancelthisitembyenteringtherelevantreasonforrejection.

2. Displaythedeliveryandrejectionstatusfortheorder.

Overallprocessing:

Header - Delivery

Status:

Header - Reject

status:

Item 10

Overallprocessing:

Item-Deliverystatus:

Item - Rejection

status:

Item 20

Overallprocessing:

Continued on next page

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Unit4: SalesOrderProcessing SCM605

Item-Deliverystatus:

Item-Rejectstatus:

3. Create a delivery for this order with shipping point 1200. The delivery

dateistwoweeksfromtoday. Decreasethequantityofthefirstiteminthe

delivery by half.

Savethedelivery. Checkthestatusof theorder.

Shipping point:

Selection date:

Delivery quantity of item

10:

Overallprocessing:

Header-Deliverystatus:

Item 20:

Overallprocessing:

Item-Deliverystatus:

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SCM605 Lesson: Selected Entry Aids and Techniques

Solution 3: Sales Order Processing

Task 1:

1. CreateastandardorderforproductT-ATC##(1unit)withpurchaseorder

number##LO605-OR03.

a) →Logistics→SalesandDistribution→Sales→Order→Create.

2. Donot specifythesalesarea(deleteanyvaluesthat default). Theship-to

party is T-S62F##.

Order type: OR

Ship-toparty: T-S62F##

POnumber: ##LO605-OR03

3. Whichsold-topartyisdeterminedbythesystem?

Sold-to party:

_________________________________

Sold-toparty: T-S62E## HiTech AG

4. Whichsalesareaisautomaticallydeterminedbythesystem?

Sales area:

_________________________________

Wheredoesthesystemfind thisinformation?

_________________________________

Sales area: 1000 / 10 / 00

Inthefirststep,thesystemdeterminesthesold-topartyfromtheship-to

party. Thesalesareaisthendeterminedfromthesold-toparty’smaster

record.

Continued on next page

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Unit4: SalesOrderProcessing SCM605

Task 2:

YourcustomerT-S62A##placesanorderwithyou. Theywantthedeliverytotake

placein2weeks. Thepurchaseordernumberis##LO605-OR04.

1. EnteranitemformaterialT-ATC##(quantity: 5pieces).

Youofferthefollowingtermsofpaymenttoyourcustomerforthisitem:

14 days 3%, 30 days 2%, 45 days net.

Terms of payment:

_________________________________

Order type: OR

Sold-toparty: T-S62A##

POnumber: ##LO605-OR04

Material: T-ATC## (5 units)

Paymentterms: ZB01

2. EnteranotheritemwithmaterialT-ATD##(20units).

Thisitemhasdifferenttermsofpayment: 20days2%,30daysnet.

Thismaterialshouldalsobedeliveredtoanotheraddress. Changetheship-to

partyof thisitemto your customerT-S62B##.

Payment terms:

_________________________________

Material: T-ATD## (20 units)

Paymentterms: ZB03

Ship-toparty: T-S62B##

3. Delivertheorderonthedeliverydaterequestedbyyourcustomer.

What message appears in the log?

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SCM605 Lesson: Selected Entry Aids and Techniques

_________________________________

Hint: If necessary, set the selection date for the delivery to two

weeks from today.

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→SingleDocument→withreference

to sales order.

Shippingpoint: 1200

Selectiondate: Two weeks from today

Choose Error log.

“Item000020: Deliverysplitduetovaryingroute”

Thisisbecausetwoorderitemsaretobedeliveredtodifferentship-to

parties,whichmeanseachonehastobeaseparatedelivery.

Hint: If necessary, set theselection datefor thedelivery to

two weeks from today.

4. Whichdeliveringplantisdeterminedbythesystem?

Deliveringplantforitem10: _____________________________

Deliveringplantforitem20: _____________________________

a) Delivering plant for item 10: 1200

Delivering plant for item 20: 1200

5. Whichmasterrecordsdoesthesystemusetoextractthisinformation?

a) From the materials master records.

Task 3:

1. Yourplant1000containsstockformaterialT-ATD##.

Thisisthematerialthatshouldbedeliveredfromthisplant,whencustomer

T-S62A## orders it.

a) Savetheagreementwithyourcustomerasamasterrecord.

Logistics→SalesandDistribution→MasterData→Agreements.

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Unit4: SalesOrderProcessing SCM605

2. Createacustomer-materialinformationrecordsothatthismaterialisalways

taken from plant1000 for this customer.

a) Createacustomer-materialinformationrecord.

→Customer-MaterialInformation→Create.

Customer: T-S62A##

Salesorganization: 1000

Distr. channel: 10

Material: T-ATD##

Deliveringplant: 1000

3. ThecustomermanagesthismaterialwithnumberPC-M-##anddescription

PC-Monitor ##.

Enterthesedetailsinthecustomer-materialinforecord.

Customermaterial: PC-M-##

Cusomter material PC-Monitor ##

description:

4. YoureceiveanorderfromcustomerT-S62A##withpurchaseordernumber

##LO605-OR05. Theorder consists of12 monitors, which the customer

managesundermaterialnumberPC-M-##. Thecustomerwantstoreceive

thedeliveryintwoweeks. Createthesalesorder.

Canyoumeetthecustomer’srequesteddeliverydate?

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SCM605 Lesson: Selected Entry Aids and Techniques

Whichplantwill beusedtosupplythedelivery?

Hint: You can use the Ordering Party overview screen to enter

itemswiththecustomer’spurchaseordernumbers.

Sold-toparty: : T-S62A##

PO number ##LO605-OR05

Req. deliverydate: Two weeks from today

Customermaterial: PC-M-## (12 units)

Therequesteddeliverydatecanbemet. Deliverywilltakeplacefrom

plant 1000, as agreed.

Task 4:

Yourcustomerinformsyoutheywouldliketoaddtotheirpurchaseordernumber

##LO605-OR05.

1. Enter another item with 16 units of material T-ATE##. The deliverydate

is in two week’s time.

Material: T-ATE## (16 units)

Deliverydate: Two weeks from today

Task 5:

Optional:

Your customer can get the first order item of document ##LO605-OR05 for a

better pricesomewhereelse, sotheyreject thisitem.

1. Cancelthisitembyenteringtherelevantreasonforrejection.

a) Reject the first item.

Reasonforrejection: 03 Too expensive

2. Displaythedeliveryandrejectionstatusfortheorder.

Overallprocessing: Being processed

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Unit4: SalesOrderProcessing SCM605

Header - Delivery Not delivered

Status:

Header - Reject Partially rejected

status:

Item 10

Overallprocessing: Completed

Item-Deliverystatus: Not delivered

Item - Rejection Fully rejected

status:

Item 20

Overallprocessing: Open

Item-Deliverystatus: Not delivered

Item-Rejectstatus: Nothing rejected

a) ChooseStatusoverviewandthen expand all.

3. Create a delivery for this order with shipping point 1200. The delivery

dateistwoweeksfromtoday. Decreasethequantityofthefirstiteminthe

delivery by half.

Savethedelivery. Checkthestatusof theorder.

Logistics→SalesandDistribution →ShippingandTransportation→

Outbound Delivery → Create → Single Document → With Reference

to Sales Order.

Shipping point: 1200

Selection date: Two weeks from today

Delivery quantity of item 8 units

10:

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SCM605 Lesson: Selected Entry Aids and Techniques

Overallprocessing: Being processed

Header-Deliverystatus: Partially delivered

Item 20:

Overallprocessing: Being processed

Item-Deliverystatus: Partially delivered

a) Logistics→SalesandDistribution→Sales→Order→Display

ChooseStatusoverviewand thenexpandall.

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Unit4: SalesOrderProcessing SCM605

Lesson Summary

You should now be able to:

• Findandusethetoolsandhelpforenteringandprocessingsalesorders

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SCM605 Unit Summary

Unit Summary

You should now be able to:

• Determine the origin of document data from various sources, like the

materialmaster,thecustomermaster,orCustomizing

• Findandusethetoolsandhelpforenteringandprocessingsalesorders

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UnitSummary SCM605

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Unit 5

Controlling Sales Documents

Unit Overview

Thisunitdescribesthecontrolelementsofsalesdocuments.

Unit Objectives

After completing thisunit, you will beableto:

• Describethebasicprinciplesofbusinessprocesscontrolinsales.

• Identifytheelementsthatcontrolthesalesdocuments

• Nameexamplesofdifferentsalesdocumenttypesusedfordifferentbusiness

processes

• Explain what thesales document type does

• CreateCustomizingsettingsforthesalesdocumenttype

• Restrictthevalidityofsalesdocumenttypestosalesareas

• Identifyandexplaintheimportantcontrolparametersforitemcategories

• Create a new item category

• Configurethesystemsothatitemcategoriesareautomaticallyassignedtoa

sales document type

• Controlsettingsforbillsofmaterialinthesalesdocument.

• Identify and explain the most important control parameters for schedule

line categories

• Create a new schedule line category

• Configureyoursettingssothat schedulelinecategoriesareautomatically

assigned to each sales document item

Unit Contents

Lesson: Basic Principles of Business Process Control.....................79

Lesson: Controlling Sales Documents – Sales Document Type...........83

Exercise 4: Controlling Sales Documents with Sales Document

Types..........................................................................87

Lesson: Controlling Sales Documents - Item Category.....................93

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Unit5: ControllingSalesDocuments SCM605

Exercise 5: Controlling Sales Documents - Item Categories and Item

Category Determination ...................................................101

Exercise 6: Control of Sales Documents - Item Category - BOMs in

Sales Document............................................................111

Lesson: Controlling Sales Documents - Schedule Line Categories......117

Exercise 7: Controlling Sales Documents - Schedule Line

Categories...................................................................123

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SCM605 Lesson: Basic Principles of Business Process Control

Lesson: Basic Principles of Business Process Control

Lesson Overview

Thislessondescribesthebasicprinciplesofbusinessprocesscontrolinsales.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Describethebasicprinciplesofbusinessprocesscontrolinsales.

Business Example

• IDESInc. hassuccessfullyimplementedtheSAPsystem.

• Younowwanttofurtheroptimizetheprocessesofenteringandprocessing

sales orders.

• Todothis,yourequireanoverviewofcontrollevelsandoptionsaspartof

sales document customizing.

Figure 26: Controlling Business Processes in Sales

SalesprocessesarecontrolledbyCustomizingforsalesdocuments.

Customizing for sales documents can be done at header, item or schedule line

level,dependingonthestructureofthedocument. Theinstrumentsforcontrolare

thesalesdocumenttype,itemcategoryandschedulelinecategory.

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Unit5: ControllingSalesDocuments SCM605

You need to make settings in Customizing so that the item and schedule line

categoriesaredeterminedautomaticallyinthesalesdocument.

Tofullysetupabusinessprocessinyoursystem,youneedtoconfigurethesystem

forforwardingdatafromthesalesdocumenttosubsequentdocumentsaccording

to your needs. Youcando thisin copyingcontrol.

Figure 27: Basic Functions

You need toconfigureseveral general sales functions (basic functions) for the

sales documents. These include:

Partner Pricing Messagedetermination

determination

Textdetermination Materialdetermination Creditmanagement

Incompleteness Deliveryscheduling .........

Youcanfinetunethesesettingsateachlevelwithinthesalesdocument.

The sales document is not completely configured until you have processed all

the necessary basic functions.

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SCM605 Lesson: Basic Principles of Business Process Control

Examples:

• Forpricing,youcansetupyourownpricingprocedureforasalesdocument

type. First you configurethe sales document typeand pricing procedure

separately,thenyouassigntheproceduretothesalesdocumenttype.

• Youcanalsocreatedefaultoutputtypesforeachsalesdocumenttype. To

dothis,youassigntherelevantoutputdeterminationproceduretothesales

document type in output customizing.

Youcanusedifferentfunctionsfordifferentsalesdocumenttypes. Forexample,

pricingbutnotinventoryupdatesareneededtocreateaninquiry.

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Unit5: ControllingSalesDocuments SCM605

Lesson Summary

You should now be able to:

• Describethebasicprinciplesofbusinessprocesscontrolinsales.

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SCM605 Lesson: Controlling Sales Documents – Sales Document Type

Lesson: Controlling Sales Documents – Sales Document

Type

Lesson Overview

Thislessondescribeshowtouseandcontroloptionsforthesalesdocumenttype

customizing object.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Identifytheelementsthatcontrolthesalesdocuments

• Nameexamplesofdifferentsalesdocumenttypesusedfordifferentbusiness

processes

• Explain what thesales document type does

• CreateCustomizingsettingsforthesalesdocumenttype

• Restrictthevalidityofsalesdocumenttypestosalesareas

Business Example

• IDESInc. hasbeenusingtheSAPsalesfunctionalitysuccessfullyforsome

years now.

• Companymanagementhasrecentlydecidedtoexpandthecompany'ssales

activities. In the future, customers should also be able to place orders at

trade fairs.

• Itmustbepossibletocontrolandevaluatethenewsalesactivitiesseparately

from all existing activities.

• It is your responsibility to configure a separate sales document type for

trade fair sales.

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Unit5: ControllingSalesDocuments SCM605

Figure 28: Examples of Sales Document Types

Various sales document types are delivered with the system to represent the

different business processes. These provide you with examples of how to use

sales document types.

Figure 29: Functions in the Sales Document Type

In Customizing for the sales document type, you configure the settings that

influence the sales process, such as the sales document category, delivery and

billing blocks or the document types for subsequent deliveries and billing

documents.

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SCM605 Lesson: Controlling Sales Documents – Sales Document Type

Youcanalsosavedefaultvaluesthatappearwhenyoucreateadocument. You

canoverwritethesevaluesatdifferentlevelsofthedocumenttomatchparticular

procedures, such as the customer's requested delivery date or certain basic

requirements for contracts.

In addition, you can activate various checks such as messages about open

quotationsoroutlineagreements,searchesforcustomer-materialinforecords,or

creditlimitchecks. Notethatactivatingcheckscanaffectsystemperformance.

Hint: Adding a new sales document type to sales processing is time

consumingbecausemany of the entriesin Customizing dependon the

salesdocumenttype. Toavoidanydifficulties,youshouldgenerateanew

salesdocumenttypebycopyinganexistingonewithsimilarfunctions.

This document type should be one from the SAP standard system or

shouldalreadyhavebeentestedbyyourcompany.

When you copy the document type, both the fields and the dependent

entries are copied. Once the system has copied the document, it

automatically generates a log that you can save for documentation

purposes.

Figure 30: Order Types Permitted for Sales Areas

You can use Customizing to define which sales document types are valid in

which...

• Sales organizations

• Distribution channels

• Divisions