SCM605_EN_Col92_FV_Part_A4 (第3页)

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Unit5: ControllingSalesDocuments SCM605

Thismeansyoucanlimitthevalidityofyoursalesdocumenttypesforonesingle

sales area.

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SCM605 Lesson: Controlling Sales Documents – Sales Document Type

Exercise 4: Controlling Sales Documents

with Sales Document Types

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Control salesdocument typesin Customizing

• Implementyourownsalesprocesseswithnewsalesdocumenttypes.

Business Example

Youwanttocontrolandevaluateyoursalesactivitiesfortradefairsseparately. To

dothis,youuseadifferentsalesdocumenttype,whichyousetupinCustomizing

to meet your requirements. You limit the use of that sales document type for

the defined sales areas.

Task 1:

Yournewtradefairordershouldmeetthefollowingrequirements:

-Description: Fair##-order.

-The number assignment should be internal – you shouldnot be ableto assign

numbers externally.

-Itemnumbering shouldhavean increment of 100.

-OrderentryshouldbeginwiththeItemoverviewscreen.

-Checkingopenquotationsorcontractsisnotnecessary.

-When billing documents are created, the system should re-run pricing

automatically.

Hint: Inthestandardsystem,billingtypeF1isconfiguredsothatpricing

isre-runautomaticallywhenyoucreateanewbillingdocument.

-Yourcompanywantstherequesteddeliverydatetobeproposedautomatically

with a lead time of 10 days.

-Pricing should be based on the current date.

-Thesystemshouldautomaticallyproposethecurrentdateasthepurchaseorder

date.

1. ChangeordertypeZA##,whichhasbeengeneratedasacopyofthestandard

order(ordertypeOR)tomeet theserequirements.

Continued on next page

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Unit5: ControllingSalesDocuments SCM605

Task 2:

CheckyoursettingsbycreatinganorderwiththenewsalesdocumenttypeZA##

and an item.

1. Your customerT-S62B## orders 10 units of material T-ATB## at a trade

fair. Enter a fair order (sales document type ZA##). The purchase order

number is ##LO605-ZA01.

2. Checkthefieldscontainingthedocumentnumberoftheorder,therequested

deliverydate,thepricingdate,theorderdate,theoverviewscreen,andthe

item numbering for this order.

Task 3:

Optional:

1. ComparethetwosalesdocumenttypesStandardorderandRushorder.

2. Whatarethedifferencesbetweenthesetwotypes?

3. ChangesalesdocumenttypeZA##soitbehaveslikearushorder.

Hint: Checkthesettingsforimmediatedelivery;shippingconditions

and lead time in days.

4. Create an order with order type ZA## in sales area 1000 / 10 / 00 for

customerT-S62A##andyourmaterialT-ATA##. Thepurchaseordernumber

is ##LO605-ZA03.

5. Take a look at the document flow to determine whether the delivery has

been created.

Outbounddeliverynumber:____________________________________

6. UndoyourchangestoordertypeZA##whenyouarefinished.

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SCM605 Lesson: Controlling Sales Documents – Sales Document Type

Solution 4: Controlling Sales Documents

with Sales Document Types

Task 1:

Yournewtradefairordershouldmeetthefollowingrequirements:

-Description: Fair##-order.

-The number assignment should be internal – you shouldnot be ableto assign

numbers externally.

-Itemnumbering shouldhavean increment of 100.

-OrderentryshouldbeginwiththeItemoverviewscreen.

-Checkingopenquotationsorcontractsisnotnecessary.

-When billing documents are created, the system should re-run pricing

automatically.

Hint: Inthestandardsystem,billingtypeF1isconfiguredsothatpricing

isre-runautomaticallywhenyoucreateanewbillingdocument.

-Yourcompanywantstherequesteddeliverydatetobeproposedautomatically

with a lead time of 10 days.

-Pricing should be based on the current date.

-Thesystemshouldautomaticallyproposethecurrentdateasthepurchaseorder

date.

1. ChangeordertypeZA##,whichhasbeengeneratedasacopyofthestandard

order(ordertypeOR)tomeet theserequirements.

a) Change sales document type ZA##.

→Tools→Customizing→IMG→ExecuteProject→SAPReference

IMG.

→ Sales and Distribution → Sales → Sales Documents → Sales

DocumentHeader→DefineSalesDocumentTypes.

Selectdocument typeZA##. ChooseDetails.

Description: Fair##-order

Number range external blank

assignment:

Item no. increment: 100

Continued on next page

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Unit5: ControllingSalesDocuments SCM605

FCODEoverviewscreen: UER2

Quotationmessages: blank

Messages about outline blank

agreements

Delivery-rel. billingtype: F1

Order-relatedbillingtype: F1

Leadtimein days: 10

Defaultpricingdate: blank

Proposedeliverydate: activate

Propose PO date: activate

Task 2:

CheckyoursettingsbycreatinganorderwiththenewsalesdocumenttypeZA##

and an item.

1. Your customerT-S62B## orders 10 units of material T-ATB## at a trade

fair. Enter a fair order (sales document type ZA##). The purchase order

number is ##LO605-ZA01.

a) Verify the settings in the sales order.

Create the sales order.

2. Checkthefieldscontainingthedocumentnumberoftheorder,therequested

deliverydate,thepricingdate,theorderdate,theoverviewscreen,andthe

item numbering for this order.

a) ChecktheCustomizingofyoursalesdocumenttypeZA##.

Fair##-order: blank (number is only assigned internally

on saving)

Req. deliv. date: Two days from today

Pricing date: today

Order date: Today

Overviewscreen: Item overview

Item number: 100

Continued on next page

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SCM605 Lesson: Controlling Sales Documents – Sales Document Type

Task 3:

Optional:

1. ComparethetwosalesdocumenttypesStandardorderandRushorder.

a) Comparethedocumenttypesin Customizing.

→ Sales and Distribution → Sales → Sales Documents → Sales

DocumentHeader→DefineSalesDocumentTypes.

2. Whatarethedifferencesbetweenthesetwotypes?

Answer: Thefollowingfieldsintherushorderaredifferentfromthosein

the standard order (Note: these are the critical fields that are different –

there are others):

• Imm. delivery: activated

• Shipping condition: 10 immediately

• Lead time in days: blank

3. ChangesalesdocumenttypeZA##soitbehaveslikearushorder.

Hint: Checkthesettingsforimmediatedelivery;shippingconditions

and lead time in days.

a) Change the document type.

4. Create an order with order type ZA## in sales area 1000 / 10 / 00 for

customerT-S62A##andyourmaterialT-ATA##. Thepurchaseordernumber

is ##LO605-ZA03.

a) Create the order and save it.

5. Take a look at the document flow to determine whether the delivery has

been created.

Outbounddeliverynumber:____________________________________

a) DisplaytheorderandchooseDocument flow.

6. UndoyourchangestoordertypeZA##whenyouarefinished.

Imm. delivery: blank

Shippingcondition: blank

Leadtimeindays: 10

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Unit5: ControllingSalesDocuments SCM605

Lesson Summary

You should now be able to:

• Identifytheelementsthatcontrolthesalesdocuments

• Nameexamplesofdifferentsalesdocumenttypesusedfordifferentbusiness

processes

• Explain what the sales document type does

• CreateCustomizingsettingsforthesalesdocumenttype

• Restrictthevalidityofsalesdocumenttypestosalesareas

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SCM605 Lesson: Controlling Sales Documents - Item Category

Lesson: Controlling Sales Documents - Item Category

Lesson Overview

This lesson describes tasks, control options and automatic determination of

item categories. Theuse of item categories tocontrol bills of material in sales

documents is also described.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Identifyandexplaintheimportantcontrolparametersforitemcategories

• Create a new item category

• Configurethesystemsothatitemcategoriesareautomaticallyassignedtoa

sales document type

• Controlsettingsforbillsofmaterialinthesalesdocument.

Business Example

• Company management has now decided to expand the company's sales

activities.

• Infuture,BOM'saretobeusedtosellcertainproducts.

• To control these processes separately, you want to be able to influence

document control at item level.

Figure 31: Examples of Item Categories

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Unit5: ControllingSalesDocuments SCM605

Various item categories are delivered with the system to model the different

businessprocesses. Youcan usethemasexamplesor astemplatesfor creating

your own item categories.

The item category is defined with a four-digit key. These keys are copied

automaticallyfromtheoriginalGermankeysandarenottranslated. Thefirsttwo

charactersprovideacluetothesalesdocumenttypethatwasoriginallydesigned

for these item categories. The last two characters indicate the use of the item

category, such as:

• AFTXSalesdocument type: INUsage: TEXT

• TADSalesdocumenttype: ORItemcategorygroup: LEIS

• KMNSalesdocumenttype: AGItemcategorygroup: NORM

Youcandecideifyouwouldliketokeepthestandardkeysordefineyourownso

thattheabbreviationreferstoyour salesdocumenttypesandhowthecategory

is configured.

Figure 32: Item Category Functions

Theitemcategorycontrolswhattheitemdoesinthesalesdocumentandinany

subsequent processing for thebusinesstransaction.

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SCM605 Lesson: Controlling Sales Documents - Item Category

Theessentialcharacteristicsofanitemcategorydecide:

• Whetherbusinessdataintheitemcanbedifferenttothatofthedocument

header

• Whether pricing applies to the item

• Whether and how an item is billed

• Whethertheitemreferstoamaterialorwhetheritisjustatextitem

• Whichincompletenessprocedureisusedtochecktheitemdata.

Youcanchangetheitemcategorysettingsdefinedinthestandardsystem. You

canalsodefinenewitemcategories. Todothis,youshouldalwayscopyexisting

item categories that have already beentested, then change these to meet your

requirements.

The delivery relevanceindicator isonlyfor items without schedule lines. You

couldindicatethatatextitemwasrelevanttodelivery, forexample, sothatthe

systemcopiesthisitemfromthesalesorderintothedeliverydocument.

Figure 33: Controlling the Items in the Sales Document

The diagram containsexamples with settings as provided inthe standard SAP

system.

Everyiteminasalesdocumentiscontrolledbymeansofitsitemcategory. This

enables you to

• Usedifferentitemcategoriesindifferentsalesdocumenttypes

• Realizedifferentbusinessprocessesforeachiteminthesalesdocument.

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Unit5: ControllingSalesDocuments SCM605

You can configure the functions of the item categories according to your

requirements. For example:

• Youdonotneedpricedeterminationforthetextitemintheinquiry(item

category AFTX), but you want to enter delivery quantities and delivery

dates, and you thereforeallowschedulelines.

• You want schedulelinesfor afree-of-chargeiteminthesalesorder(item

categoryTANN) but youdonotwanttocarry out pricing for thisitemor

transfer it to billing.

Figure 34: Sub-Items

Youcanassignanitemtoahigher-levelitemif,forexample,acustomerreceives

freegoodsfororderingacertainquantityofyourproduct.

Example:

Item 10: M1 100units 1000 Euro

Item 20: M2 10 units free-of-charge

• Forordering100piecesofitem10, thecustomerreceives10unitsfreeof

charge. To display this, you enter item 10 in the higher-level item field

for item 20.

This simple form of supplying free goods is supplemented with automatic

determinationoffreegoods(seetheunitentitled"Freegoods").

Item 10:	M1	100units	1000 Euro
Item 20:	M2	10 units	free-of-charge

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SCM605 Lesson: Controlling Sales Documents - Item Category

Other examplesfor usingsub-itemsincludetheexplosion of BOMs or service

items in sales documents.

Hint: Alternativeitemscanalsoberecordedinquotationsandinquiries

in addition to sub-items. Alternative items are treated differently to

sub-items;forexample,alternativeitemsarenotincludedinthenetvalue

of the document.

Figure35: Assignment: ItemCategorytoSalesDocumentType

Itemcategoriesareassignedtosalesdocumenttypes.

The purpose of this assignment is to:

Configurethesystemtoproposeanitemcategorywhenyoucreateanorder.

Definealternativeitemcategoriestothesystemdefault

which users can choose.

This assignment is influenced by:

Theitemcategorygroupfromthematerialmasterrecord.

The item category group allows you to group together different materials that

behaveinasimilarwayduringsalesanddistributionprocesses,forexample. You

can also definenewitemcategory groupsif needed.

Theusagefortheitem,whichinsomecasesissetinternallyintheprogram.

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Unit5: ControllingSalesDocuments SCM605

ThesystemusesTEXTiftheuserentersanitemintheinquiryorquotationby

entering data in the "Description" field without specifying a material number.

FREE isused for controlling free goods items.

Theitemcategoryofahigher-levelitem(inthecaseofasub-item)

Figure 36: Bills of material: Example: Computer

Acomputerconsistsofseveralcomponents. Eachofthesecomponentsisinturn

constructed from several separate parts.

You canstorethisstructurein thesystemasabillof material. All theitemsin

thebill of material (BOM)thatyouwant tocontrolinthesalesdocumentmust

beflaggedasrelevantforsales. (Pleasenote: theitemsinabillofmaterialare

controlleddifferentlythantheitemcategoriesinasalesdocument). Ifyoucreatea

BOMmaterialwithBOMusage5(salesanddistribution),alltheitemsinthebill

ofmaterialwillbeautomaticallyflaggedasrelevanttosales.

By making the appropriate settings in Customizing for the item categories in

the sales document, you can copy the components in the bill of material to a

salesorder. Toprocessthesalesdocument, youonlyneedtoenterthematerial

number of the BOM.

The BOM appears in the sales document as a structure with main items and

sub-items. The system explodes the BOM in the sales order by automatically

generating sub-items for the components.

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SCM605 Lesson: Controlling Sales Documents - Item Category

Figure 37: ExplodingBillsofMaterialsin SalesDocuments

The individual itemcategories control what a bill of material cando ina sales

document. InCustomizing,youdefineandassignitemcategoriesforthemainand

sub-items of the BOM in the sales document.

Aspecificitemcategorygroupassignedtothematerialmasterrecordofthemain

itemdefineswhichitemcategoriesareassignedtothemainitem.

TodeterminehowfartheBOMshouldbeexplodedinthesalesdocument, you

needtodefinetheextentofthestructureoftheitemcategoryforthemainitem.

When you determine the sub-items, the system also needs to know the item

category of the higher-level item.

In Customizing for item categories, you control which item(s) are relevant to

pricingandhowyouwanttoimplementrequirementstransfer.

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Unit5: ControllingSalesDocuments SCM605

100

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SCM605 Lesson: Controlling Sales Documents - Item Category

Exercise 5: Controlling Sales Documents

- Item Categories and Item Category

Determination

Exercise Objectives

After completingthisexercise, youwillbeableto:

• ConfigureCustomizing of item categories

• Explainandcontrolautomaticdeterminationofitemcategories.

Business Example

Itemsinsalesdocumentsfrequentlyhavetobecontrolleddifferently,suchasfor

pricing or billing. This applies to items

• That pass through several sales documents during the course of the

transaction

• Within an individual sales document

Item categories are determined automatically.

Task 1:

Your customer tellsyou theywouldliketoadd totheir purchaseorder number

##LO605-OR05.

1. Enteranotheritemwith16unitsofmaterialT-ATE##. Thedeliverydateis

in two week’s time.

2. Youhavealsoagreedtogiveyourcustomerafreegoodsitemof1unitof

material T-ATE##. Enteracorrespondingsub-item.

3. Thisitemisincludedinthenetvalueof theorder.

Determinewhetherthisstatementistrueorfalse.

□ True

□ False

4. What arethe item categoriesin this order?

Item10: _________________________________

Item20: _________________________________

Item30: _________________________________

Item40: _________________________________

Continued on next page

101

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Unit5: ControllingSalesDocuments SCM605

Task 2:

Complete the following table.

1.

Item Descrip- Busi- Sched- Item Pricing Struc-

cate- tion ness ulelines relev. ture

gory item permit- for scope

ted delivery

TAN Standard

item

TANN Free-of-

chargeitem

TAP Extent

delivered

TAQ Extent

delivered

TATX Textitem

TAD Service

TAE Explana-

tion

Task 3:

1. Whyistheitemcategoryintheorderautomaticallyproposedbythesystem?

Find the relevant table in Customizing.

Whatarethekeyfieldsforautomaticallydeterminingtheitemcategories?

Keyfield1: _________________________________

Keyfield2: _________________________________

Keyfield3: _________________________________

Keyfield4: _________________________________

Task 4:

Complete the following table.

1.

Continued on next page

102

Item cate- gory	Descrip- tion	Busi- ness item	Sched- ulelines permit- ted	Item relev. for delivery	Pricing	Struc- ture scope
TAN	Standard item
TANN	Free-of- chargeitem
TAP	Extent delivered
TAQ	Extent delivered
TATX	Textitem
TAD	Service
TAE	Explana- tion

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SCM605 Lesson: Controlling Sales Documents - Item Category

Sales Item Item Higher- Default Man- Man-

docu- category usage level item ualitem ual

ment group item category cate- item

type category gory cate-

gory

EN DIEN

QT TEXT

OR NORM

OR NORM TAN

OR NORM TAP

OR NORM TAQ

ZA## ERLA

ZA## ERLA TAQ

ZA## LUMF

ZA## LUMF TAP

Task 5:

Optional

Your customer T-S62A## places a standard order with purchase order number

##LO605-OR06.

1. Enterthestandard order with arequested deliverydateofoneweekfrom

today. Enter the following items:

Material: T-ATA## (5 units)

Material: T-ZSA## (3h)

Whichitemcategorygroupshavebeenassignedtothetwomaterials?

Item10: _________________________________

Item20: _________________________________

2. Whichitemcategoriesareused? InCustomizing,checkwhichoftheitem

categoriesarerelevantfor deliveryand pricing.

Continued on next page

103

Sales docu- ment type	Item category group	Item usage	Higher- level item category
EN	DIEN
QT		TEXT
OR	NORM
OR	NORM		TAN
OR	NORM		TAP
OR	NORM		TAQ
ZA##	ERLA
ZA##	ERLA		TAQ
ZA##	LUMF
ZA##	LUMF		TAP

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Unit5: ControllingSalesDocuments SCM605

Item Pricing Schedule Item

category lines relevant

permitted for

delivery

Item 10

Item 20

3. Delivertheorderwithpurchaseordernumber##LO605-OR06. Whichorder

items are delivery items generated for?

_________________________________

104

	Item category	Pricing	Schedule lines permitted	Item relevant for delivery
Item 10
Item 20

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SCM605 Lesson: Controlling Sales Documents - Item Category

Solution 5: Controlling Sales Documents

- Item Categories and Item Category

Determination

Task 1:

Your customer tellsyou theywouldliketoadd totheir purchaseorder number

##LO605-OR05.

1. Enteranotheritemwith16unitsofmaterialT-ATE##. Thedeliverydateis

in two week’s time.

Material: T-ATE## (16 units)

Deliverydate: Two weeks from today

2. Youhavealsoagreedtogiveyourcustomerafreegoodsitemof1unitof

material T-ATE##. Enteracorrespondingsub-item.

Material: T-ATE## (1 units)

Higher-levelitem: 20

3. Thisitemisincludedinthenetvalueof theorder.

Answer: False

SelectthefreegoodsitemandchooseItemconditions.

No. The net value of the item is zero.

4. What arethe item categoriesin this order?

Item10: _________________________________

Item20: _________________________________

Item30: _________________________________

Continued on next page

105

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Unit5: ControllingSalesDocuments SCM605

Item40: _________________________________

a) →Logistics→SalesandDistribution→Sales→Order→Display

Item 10: TAN

Item 20: TAN

Item 30: TAN

Item 40: TANN

Task 2:

Complete the following table.

1.

Item Descrip- Busi- Sched- Item Pricing Struc-

cate- tion ness ulelines relev. ture

gory item permit- for scope

ted delivery

TAN Standard x x - X -

item

TANN Free-of- x x - B -

chargeitem

TAP Extent - x - - A

delivered

TAQ Extent x x - X A

delivered

TATX Textitem - - x - -

TAD Service x x - X -

TAE Explana- - x - - -

tion

a) →IMG→SalesandDistribution→Sales→SalesDocuments

→SalesDocumentItem→DefineItemCategories.

Task 3:

1. Whyistheitemcategoryintheorderautomaticallyproposedbythesystem?

Find the relevant table in Customizing.

Continued on next page

106

Item cate- gory	Descrip- tion	Busi- ness item	Sched- ulelines permit- ted	Item relev. for delivery	Pricing	Struc- ture scope
TAN	Standard item	x	x	-	X	-
TANN	Free-of- chargeitem	x	x	-	B	-
TAP	Extent delivered	-	x	-	-	A
TAQ	Extent delivered	x	x	-	X	A
TATX	Textitem	-	-	x	-	-
TAD	Service	x	x	-	X	-
TAE	Explana- tion	-	x	-	-	-

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SCM605 Lesson: Controlling Sales Documents - Item Category

Whatarethekeyfieldsforautomaticallydeterminingtheitemcategories?

Keyfield1: _________________________________

Keyfield2: _________________________________

Keyfield3: _________________________________

Keyfield4: _________________________________

a) Checktheassignmentoftherespectiveitemcategories.

→IMG→SalesandDistribution→Sales→SalesDocuments

→SalesDocumentItem→AssignItemCategories.

Keyfield1: SaTy Salesdocumenttype

Keyfield2: ItCGr Itemcategorygroup

Keyfield3: Usage Item usage

Keyfield4: HlevItCa Itemcategoryofhigher-level

item

Task 4:

Complete the following table.

1.

Sales Item Item Higher- Default Man- Man-

docu- category usage level item ualitem ual

ment group item category cate- item

type category gory cate-

gory

EN DIEN AFX

QT TEXT AGTX

OR NORM TAN TAP TAQ

OR NORM TAN TANN

OR NORM TAP TAN

OR NORM TAQ TAE

ZA## ERLA TAQ

Continued on next page

107

Sales docu- ment type	Item category group	Item usage	Higher- level item category	Default item category	Man- ualitem cate- gory	Man- ual item cate- gory
EN	DIEN			AFX
QT		TEXT		AGTX
OR	NORM			TAN	TAP	TAQ
OR	NORM		TAN	TANN
OR	NORM		TAP	TAN
OR	NORM		TAQ	TAE
ZA##	ERLA			TAQ

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Unit5: ControllingSalesDocuments SCM605

Sales Item Item Higher- Default Man- Man-

docu- category usage level item ualitem ual

ment group item category cate- item

type category gory cate-

gory

ZA## ERLA TAQ TAE

ZA## LUMF TAP

ZA## LUMF TAP TAN

a) see task description

Task 5:

Optional

Your customerT-S62A## places astandard order with purchase order number

##LO605-OR06.

1. Enterthestandardorder witharequesteddeliverydateof oneweekfrom

today. Enter the following items:

Material: T-ATA## (5 units)

Material: T-ZSA## (3h)

Whichitemcategorygroupshavebeenassignedtothetwomaterials?

Item10: _________________________________

Item20: _________________________________

a) Create the sales order.

Gofromthesalesorder tothematerialmaster.

Environment→DisplaymaterialInthematerialmaster,gototheSales

and Distribution tab: SalesOrg2,

Item 10: Itemcategorygroup: NORM

Item 20: Itemcategory group: LEIS

2. Whichitemcategoriesareused? InCustomizing,checkwhichoftheitem

categoriesarerelevant for deliveryandpricing.

Continued on next page

108

Sales docu- ment type	Item category group	Higher- level item category	Default item category
ZA##	ERLA	TAQ	TAE
ZA##	LUMF		TAP
ZA##	LUMF	TAP	TAN

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SCM605 Lesson: Controlling Sales Documents - Item Category

Item Pricing Schedule Item

category lines relevant

permitted for

delivery

Item 10 TAN X X -

Item 20 TAD X X -

a) see task description

3. Delivertheorderwithpurchaseordernumber##LO605-OR06. Whichorder

items are delivery items generated for?

_________________________________

a) Adeliveryitemisgeneratedforthestandarditem.

109

	Item category	Pricing	Schedule lines permitted	Item relevant for delivery
Item 10	TAN	X	X	-
Item 20	TAD	X	X	-

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Unit5: ControllingSalesDocuments SCM605

110

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SCM605 Lesson: Controlling Sales Documents - Item Category

Exercise 6: Control of Sales Documents -

Item Category - BOMs in Sales Document

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Create master records for sales BOMs

• Control BOMs in sales documents.

Business Example

YouoftenhavetoexplodeBOMsinsalesdocuments. Intheprocess,youhave

todetermine,forexample,thelevelatwhichpricedeterminationand/ortransfer

of requirements is performed.

Task:

YouwantyourmaterialT-FUA##inplant: 1200toappearasabillofmaterialin

your sales documents.

Workwiththebillofmaterialanduseitforenteringdata.

1. Forthismaterial,createasalesBOM(usage: 5SalesandDistribution)with

thecomponentsT-ATA##,T-ATF##andT-ATG##(1pieceeach). Configure

the bill of material items as stock items(L).

2. CreateanorderforyourcustomerT-S62A##andyour materialT-FUA##.

Thepurchaseordernumber is##LO605-OR07.

Doesthesystem explodethebill of material?

__________________________________________

Why / why not?

__________________________________________

3. In future, you only want to determine prices for the finished product.

You want to list the individual components of the finished product for

informational purposes. Change the material master for your material

T-FUA##sothatpricingonlytakesplaceatmainitemlevel.

4. Checktheeffectsofyourchangeinthesalesdocument. Createanorderfor

yourcustomerT-S62A##andyourmaterialT-FUA##. Thepurchaseorder

number is ##LO605-TA08.

Doesthesystem explodethebill of material?

__________________________________________

Continued on next page

111

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Unit5: ControllingSalesDocuments SCM605

Whichitemsaffect thenet valueof the order?

__________________________________________

5. ChangeyourmaterialT-FUA##sothatpricingonlytakesplaceatsub-item

level.

6. Checktheeffectsofyourchangeinthesalesdocument.

Doesthesystemexplode the bill of material?

__________________________________________

Whichitemsaffect thenet valueof the order?

PO number: ##LO605-OR09

__________________________________________

112

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SCM605 Lesson: Controlling Sales Documents - Item Category

Solution 6: Control of Sales Documents -

Item Category - BOMs in Sales Document

Task:

YouwantyourmaterialT-FUA##inplant: 1200toappearasabillofmaterialin

your sales documents.

Workwiththebillofmaterialanduseitforenteringdata.

1. Forthismaterial,createasalesBOM(usage: 5SalesandDistribution)with

thecomponentsT-ATA##,T-ATF##andT-ATG##(1pieceeach). Configure

the bill of material items as stock items(L).

a) Enter the bill of material.

→Logistics→SalesandDistribution→MasterData→Products→

BillsofMaterial→BillofMaterial→MaterialBOM→Create

Plant: 1200 Dresden

Usage: 5 Salesand Distribution

BOMitemcategory: L Stock item

2. CreateanorderforyourcustomerT-S62A##andyour materialT-FUA##.

Thepurchaseordernumber is##LO605-OR07.

Doesthesystem explodethebill of material?

__________________________________________

Why / why not?

__________________________________________

a) Enter the bill of material.

The BOM is not exploded.

→IMG→ Sales and Distribution→Sales → SalesDocuments →

SalesDocumentItem→DefineItemCategories

TheitemcategoryofthemainitemintheBOM,TAN,doesnotsupport

theexplosionofBOMsinthesalesdocument(the”Structurescope”

field is blank).

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Unit5: ControllingSalesDocuments SCM605

3. In future, you only want to determine prices for the finished product.

You want to list the individual components of the finished product for

informational purposes. Change the material master for your material

T-FUA##sothatpricingonlytakesplaceatmainitemlevel.

a) →Logistics→SalesandDistribution→MasterData→Products→

Material → Trading Goods→ Change

Choose Sales: Sales Org. Data 2

Salesorganization: 1000

Distr. channel: 10

Itemcategorygroup: ERLA

4. Checktheeffectsofyourchangeinthesalesdocument. Createanorderfor

yourcustomerT-S62A##andyourmaterialT-FUA##. Thepurchaseorder

number is ##LO605-TA08.

Doesthesystemexplode the bill of material?

__________________________________________

Whichitemsaffect thenet valueof the order?

__________________________________________

a) TheBOMisexploded. Pricingisonlyperformedforthemainitem. Asa

result,thenetvalueoftheorderiscalculatedexclusivelyfromthisitem.

5. ChangeyourmaterialT-FUA##sothatpricingonlytakesplaceatsub-item

level.

a) →Logistics→SalesandDistribution→MasterData→Products→

Material → Trading Goods→ Change

Choose Sales: Sales Org. Data 2.

SalesOrganization: 1000

DistributionChannel: 10

Itemcategorygroup: LUMF

6. Checktheeffectsofyourchangeinthesalesdocument.

Doesthesystemexplode the bill of material?

__________________________________________

Whichitemsaffect thenet valueof the order?

PO number: ##LO605-OR09

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SCM605 Lesson: Controlling Sales Documents - Item Category

__________________________________________

a) TheBOMisexploded. Pricingisonlyperformedforthesub-item. As

aresult, thenet valueoftheorderiscalculatedexclusivelyfromthe

sub-items.

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Unit5: ControllingSalesDocuments SCM605

Lesson Summary

You should now be able to:

• Identifyandexplaintheimportantcontrolparametersforitemcategories

• Create a new item category

• Configurethesystemsothatitemcategoriesareautomaticallyassignedtoa

sales document type

• Controlsettingsforbillsofmaterialinthesalesdocument.

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

Lesson: Controlling Sales Documents - Schedule Line

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Unit5: ControllingSalesDocuments SCM605

Variousschedulelinecategoriesaredeliveredwiththesystemtoprovidedifferent

controloptionsfortheitemsthroughoutthesalesprocess. Youcanusethemas

modelexamplesorastemplatesforcreatingyourownschedulelinecategories.

The schedule line category is defined with a two-character key. The standard

system already includes keys that often indicatethe usageof theschedule line

category. The first character indicates the sales process in which the schedule

line category is used.

A = Inquiry B = Quotation

C = Order D = Returns

• The second character in the key indicates what happens to the schedule

line within logistics.

D=Noinventorymanagement X = No inventory management with goods

issue

N = No MRP P=Materialrequirementsplanning

V = Consumption-based

planning

• Youcandecideifyouwouldliketokeepthestandardkeysordefineyour

ownsothattheabbreviationreferstoyoursalesdocumenttypesandhow

the category is configured.

Figure 39: Schedule line category

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

Schedulelinescontaindeliverydatesandquantitiesaswellasinformationabout

the requirements transfer and inventory management. They are a prerequisite

for delivering materials.

InCustomizingforitemcategories,youdecideifyouaregoingtoallowschedule

linesfortheitem. Youcanassignschedulelinecategoriestoeachitemcategory.

By defining a schedule line category, you determine which schedule lines are

actually relevant for delivery. You need to activate the relevant to delivery

indicatorifyouwantthegoodstobephysicallydelivered.

In the schedule line category, you set the movement type to control which

changestoquantitiesandvaluesarepostedtoinventoryaccounting. Inventory

managementisresponsibleformaintainingthemovementtypes. Movementtypes

havebeenconfiguredforallprocessesintheSAPstandardsystem. Manyofthe

movementtypesrelevanttosalesarebetween601and699.

Youcandeactivaterequirementstransferandavailabilitychecksatscheduleline

level.

A purchase requisition is a prerequisite for a purchase order and this can be

automatically generated from the sales document. To do this, you need to

configure the purchase order type as well as item and account assignment

categories in the purchase order.

If you activate a delivery block in the schedule line category, the block is

automaticallysetatschedulelinelevelinthesalesdocument.

Figure 40: Controlling ScheduleLinesinSalesDocuments

Examples in the standard SAP system.

Schedule lines in quotations are not relevant for delivery. The requirements

transfer is inactive in the schedule line category. Goods movements are not

necessaryinyourwarehousessonomovementtypeisneeded.

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Unit5: ControllingSalesDocuments SCM605

SinceschedulelinesfromcategoryCPgeneratedeliveryitemsinthesalesorder,

the'relevanttodelivery'indicatorisactivated. Therequirementstransferisactive

in theschedulelinecategory. CompleteCustomizingforrequirementstransfer

(for example, for requirementsplanning) requiresyou todefineand assignthe

requirementsclass. Thegoodsmovement iscontrolledbymovementtype601.

With this movement type, when the goods issue for thedelivery is posted, the

quantityshippedistakenfromunrestrictedusestocks.

Ifyouwantareturnsdeliverytofollowareturnorder,youneedascheduleline

categorythatisrelevantfordelivery. Inthiscase,transferringrequirementsisnot

necessary. Movementtype651enablesyoutomakesurethatagoodsreceiptgoes

toblockedstockreturns. Thisreplacestheusualgoodissue.

Figure41: AssigningScheduleLineCategoriestoItemCategories

Schedulelinecategoriesareassignedtoitemcategories.

The purpose of this assignment is to:

• Configurethesystemtoproposeaschedulelinecategoryautomaticallywhen

you create an order

• Determinetheschedulelinecategoriesthattheusercanchooseinsteadof

the system proposal.

Theassignmentisinfluencedbythematerialsrequirementsplanning(MRP)type

in the material master record.

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

Thesystemusestwostepstoautomaticallydeterminetheschedulelinecategory:

• First, it tries to determine the schedule line category using the key

combinationof item category and MRP type.

• If no schedule line category is found, the system searches for the key

combinationof item category / no MRP type.

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Unit5: ControllingSalesDocuments SCM605

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

Exercise 7: Controlling Sales Documents

- Schedule Line Categories

Exercise Objectives

After completingthisexercise, youwillbeableto:

• ConfigureCustomizingof schedulelinecategories

• Explainandcontrolautomaticdeterminationofschedulelinecategories.

Business Example

Theschedulelinescontaindeliveryquantitiesanddatesforasalesdocumentitem.

Later on in the business process, a schedule line can either createan item in a

deliveryoritcantransfer thedatatoasubsequentsalesdocument. Youusethe

schedulelinecategorytodecide,forexample,whetherthesystemshouldcheck

availabilityortransferrequirementsforthatscheduleline.

Task 1:

1. CustomerT-S62A##requestsaquotationfor10unitsofmaterialT-ATA##.

2. Enter the quotation with purchase order number ##LO605-QT02. The

quotation should be valid for one month.

3. Onwhatdatehasthedeliveryoftheschedulelinebeenconfirmed?

Confirmed date:

4. Whichitemandschedulelinecategorieshavebeendetermined?

Item category:

Schedule line category:

5. Howdoestheschedulelinecategorycontrolthisscheduleline?

Item relev. for delivery:

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Unit5: ControllingSalesDocuments SCM605

Requirements transfer:

Availability check:

6. Try to deliver the quotation (change the delivery selection date to the

schedule line confirmed date).

Can you do it?

____________________________________________

Task 2:

1. Complete the following table:

Schedule Descrip- Avail- Require- Item Move-

linecat. tion ability ments relevant ment

transfer for type

delivery

AT Inquiry

sched. line

BN NoMRP

BP Determin-

isticMate-

rials plan-

ning/MRP

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124

Schedule linecat.	Descrip- tion	Avail- ability	Require- ments transfer	Item relevant for delivery	Move- ment type
AT	Inquiry sched. line
BN	NoMRP
BP	Determin- isticMate- rials plan- ning/MRP

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

Schedule Descrip- Avail- Require- Item Move-

linecat. tion ability ments relevant ment

transfer for type

delivery

CN No ma-

terial re-

quirements

planning

(MRP)

CP Determin-

isticMate-

rials plan-

ning

DN Returns

Task 3:

After checking your quotationthoroughly, customerT-S62A##placesanorder

with you.

Create the sales order.

1. Enterastandardorderwithreferencetothequotationcreatedintheprevious

exercise (order will use purchase order number ##LO605-OR10). Copy

the quotation into the order in full.

2. Onwhatdateisthedeliveryoftheschedulelineconfirmed?

Confirmeddate:_______________________________________

3. Whichitemandschedulelinecategorieshavebeendetermined?

Item category:

Schedule line category:

4. Howdoestheschedulelinecategorycontrolthisscheduleline?

Item relev. for delivery:

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125

Schedule linecat.	Descrip- tion	Avail- ability	Require- ments transfer	Item relevant for delivery	Move- ment type
CN	No ma- terial re- quirements planning (MRP)
CP	Determin- isticMate- rials plan- ning
DN	Returns