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Unit5: ControllingSalesDocuments SCM605

Movement type:

Requirements transfer:

Availability check:

5. Try to deliver the order. Is this possible?

____________________________________________________

6. Optional

Which order screens contain information about the movement type and

delivery blocks linked to schedule lines?

Movement type:

_______________________________________

Delivery block:

_______________________________________

Task 4:

Complete the following table:

1.

Itemcategory MRPtype Proposed Manual Manual

schedule schedule schedule

line line line

category category category

ItCa Typ SchLC MSLCa MSLCa

AFN

AFN ND

AGN

TAN

TAN VM

Continued on next page

126

Itemcategory	MRPtype	Proposed schedule line category	Manual schedule line category	Manual schedule line category
ItCa	Typ	SchLC	MSLCa	MSLCa
AFN
AFN	ND
AGN
TAN
TAN	VM

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

Itemcategory MRPtype Proposed Manual Manual

schedule schedule schedule

line line line

category category category

ItCa Typ SchLC MSLCa MSLCa

TANN ND

REN

KBN

KEN

Task 5:

Optional

1. Whichschedulelinecategorydoesthesystemdetermineforaniteminitem

categoryTANiftheMRPtypeforthematerialisP3(MRPfixingtype-3-)?

Schedule line category:

Which search key does the system use?

Key:

127

Itemcategory	MRPtype	Proposed schedule line category	Manual schedule line category	Manual schedule line category
ItCa	Typ	SchLC	MSLCa	MSLCa
TANN	ND
REN
KBN
KEN

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Unit5: ControllingSalesDocuments SCM605

Solution 7: Controlling Sales Documents

- Schedule Line Categories

Task 1:

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

a) Create this quotation.

→Logistics→SalesandDistribution→Sales→Quotation→Create

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

quotation should be valid for one month.

Quotationtype: QT

Purchase order ##LO605-QT02

number:

Valid to: One month from today

3. Onwhatdatehasthedeliveryoftheschedulelinebeenconfirmed?

Confirmed date:

SelecttheitemandchooseSchedulelinesforitem.

4. Whichitemandschedulelinecategorieshavebeendetermined?

Item category:

AGN Standard item

Schedule line category:

BV Consumption MRP

5. Howdoestheschedulelinecategorycontrolthisscheduleline?

Item relev. for delivery:

Continued on next page

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

deactivated

Requirements transfer:

deactivated

Availability check:

deactivated

a) Gotodefinitionof theschedulelinecategory.

IMG → Sales and Distribution → Sales → Sales Documents →

ScheduleLines→DefineScheduleLineCategories

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

schedule line confirmed date).

Can you do it?

____________________________________________

a) No.

Theschedulelinesofthequotationarenotrelevantfordelivery.

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- X X

isticMate-

rials plan-

ning/MRP

Continued on next page

129

Schedule linecat.	Descrip- tion	Avail- ability	Require- ments transfer
AT	Inquiry sched. line
BN	NoMRP
BP	Determin- isticMate- rials plan- ning/MRP	X	X

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Unit5: ControllingSalesDocuments SCM605

Schedule Descrip- Avail- Require- Item Move-

linecat. tion ability ments relevant ment

transfer for type

delivery

CN No ma- X 601

terial re-

quirements

planning

(MRP)

CP Determin- X X X 601

isticMate-

rials plan-

ning

DN Returns X 651

Task 3:

After checking yourquotation thoroughly, 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.

a) ChooseCreatewithreferenceandenterthenumberofthequotation.

2. Onwhatdateisthedeliveryoftheschedulelineconfirmed?

Confirmeddate:_______________________________________

a) SelecttheitemandchooseSchedulelinesforitem.

3. Whichitemandschedulelinecategorieshavebeendetermined?

Item category:

TAN

Schedule line category:

CV

a) See task

Continued on next page

130

Schedule linecat.	Descrip- tion	Avail- ability	Require- ments transfer	Item relevant for delivery	Move- ment type
CN	No ma- terial re- quirements planning (MRP)			X	601
CP	Determin- isticMate- rials plan- ning	X	X	X	601
DN	Returns			X	651

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

4. Howdoestheschedulelinecategorycontrolthisscheduleline?

Item relev. for delivery:

Movement type:

601 GD Goods delivery

Requirements transfer:

Availability check:

5. Try to deliver the order. Is thispossible?

____________________________________________________

a) CalltheorderandchooseSalesdocument→Deliver.Yes.

6. Optional

Which order screens contain information about the movement type and

delivery blocks linked to schedule lines?

Movement type:

_______________________________________

Delivery block:

_______________________________________

a) SelecttheitemandchooseSchedulelinesforitem.

Select the item again and chooseSchedule line details or press the

Procurementor Shipping pushbutton.

ThemovementtypeislocatedontheProcurementtabpage.

ThedeliveryblockislocatedontheShippingtabpage.

Continued on next page

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Unit5: ControllingSalesDocuments SCM605

Task 4:

Complete the following table:

1.

Itemcategory MRPtype Proposed Manual Manual

schedule schedule schedule

line line line

category category category

ItCa Typ SchLC MSLCa MSLCa

AFN AT BP

AFN ND AT

AGN BN BP

TAN CP

TAN VM CV

TANN ND CN

REN DN

KBN E1 E0

KEN C1 C0

Task 5:

Optional

1. Whichschedulelinecategorydoesthesystemdetermineforaniteminitem

categoryTANiftheMRPtypeforthematerialisP3(MRPfixingtype-3-)?

Schedule line category:

CP

Which search key does the system use?

Key:

Item category: TAN

Continued on next page

132

Itemcategory	MRPtype	Proposed schedule line category	Manual schedule line category	Manual schedule line category
ItCa	Typ	SchLC	MSLCa	MSLCa
AFN		AT	BP
AFN	ND	AT
AGN		BN	BP
TAN		CP
TAN	VM	CV
TANN	ND	CN
REN		DN
KBN		E1	E0
KEN		C1	C0

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SCM605 Lesson: ControllingSalesDocuments-Schedule LineCategories

MRP type: blank

Hint: Noexplicitentriesaremaintainedforitemcategoryand

MRP type in theassignment table.

In this case, the system checks whether an entry without

a definition of the MRP type exists for the item category

involved.

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Unit5: ControllingSalesDocuments SCM605

Lesson Summary

You should now be able to:

• Identify and explain the most important control parameters for schedule

line categories

• Create a new schedule line category

• Configureyour settingssothat schedulelinecategoriesareautomatically

assigned to each sales document item

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SCM605 Unit Summary

Unit Summary

You should now be able to:

• 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

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UnitSummary SCM605

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Unit 6

Data Flow

Unit Overview

Thisunitdescribesthemappingofbusinessprocessesinsalesbythecreationof

documentswithreferencetopreceding documents.

Unit Objectives

After completing thisunit, you will beableto:

• Use document flow

• Understandandinfluencehowdataispassedonbetweensalesdocumentsat

header, item and schedule line level

• Usethecompletionruleforitemcategoriestocontrolcreationofdocuments

with reference.

• Understandandinfluencehowdataispassedonbetweensalesdocumentsat

header,itemandschedulelinelevelandrecognizepossibilitiesforindividual

company adjustments.

Unit Contents

Lesson: Data Flow in the Application ........................................138

Exercise 8: Data Flow in the Application................................145

Lesson: Copying Control.......................................................154

Exercise 9: Copying Control..............................................159

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Unit6: DataFlow SCM605

Lesson: Data Flow in the Application

Lesson Overview

Thislessondescribesthemappingofbusinessprocessesinsalesbythecreationof

salesdocumentswithreferencetoprecedingdocuments. Thisenablesdocument

flowstobebuiltupthatdescribebusinessprocesses. Informationistransferred

fromtheprecedingdocumenttothesubsequentdocument(dataflow).

Astatusupdateisalsomadetotheprecedingdocument. Thedocumentflowcan

beanalyzedandprovidesanoverviewofthebusinessprocess.

Lesson Objectives

After completingthislesson, you will beable to:

• Use document flow

• Understandandinfluencehowdataispassedonbetweensalesdocumentsat

header, item and schedule line level

• Usethecompletionruleforitemcategoriestocontrolcreationofdocuments

with reference.

Business Example

• The different sales processes at your company, IDES AG, need to

differentiatehowtheycopydatafromaprecedingdocumenttoasubsequent

document

• Theupdateofstatusinformationintheprecedingdocumentalsohastobe

controlleddifferently, dependingontheprocess.

• Youneedtomodeltheprocessesasdocumentflowlists.

Figure 42: Create with Reference:Dialog

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SCM605 Lesson: Data Flow in the Application

Youcancreateasalesdocument with reference toaprecedingdocument from

boththeinitialscreenandduringdocumentprocessing. Theprocessiscontrolled

using a uniform dialog box.

ThedialogboxcontainsthesixtabpagesforInquiry‚Quotation,Order,Contract,

SchedulingagreementandBillingdocument,fromwhichyoucanchooseone. The

defaulttabcardthatappearswhenyoufirstcallupthescreenhasbeendetermined

by the system depending on the sales document category and theMandatory

reference field.

The system then determines the document number of the required reference

document.

WhenyouchooseCopy,thesystemcopiesthereferencedocumentcompletelyand

ifyouchooseItemselection,youcanselectcertainitemsandchangethequantities

before they are copied (see next slides).

Figure 43: Create with Reference: Item Selection (1)

Figure 44: Create with Reference: Item Selection (2)

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Unit6: DataFlow SCM605

Figure 45: Create with Reference: Item Selection (3)

Youcancreatesalesdocumentswithreferencetodocumentsthatalreadyexist.

In the process, you can specify a different requested delivery date for the new

document. Thisdateissetatheaderlevelandforallreferenceditemsinthenew

document.

YoucanusetheSelectionlistbuttontoselectoneormoreitemsinthereferenced

document and change the order quantities according to your customer's

requirements. This allows you to copy partial quantities or all the items and

quantitiesinthereferenceddocumenttothenewonedirectly. Alternatively,you

canalsocopyalltheitemsandquantitiesdirectlyfromtheprecedingdocument.

Youcancreatewithreferencefromboththeinitialscreenandduringdocument

entry. Thisallowsyoutogroupseveral quotationsfor acustomertogether ina

single order.

You cancreatewith referencefor inquiries, quotations, salesorders, contracts,

schedulingagreementsandbillingdocuments. Tocreatewithreference,youmust

firstconfigurethecorrespondingcopyingcontrols. Pleasenotethatyoushould

onlyconfigurethesecontrolsforlogicalbusinessprocesses.

Example:

• Afree-of-chargesubsequentdeliverybasedonasalesorderisappropriate.

• Anorderbasedonafree-of-chargesubsequentdeliveryisnotappropriate.

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SCM605 Lesson: Data Flow in the Application

Figure 46: Create with Reference: Transfer

WhenyoucreatewithreferenceusingtheCopypushbuttoninthedialogbox,the

full quantities of all items are copied to the subsequent document. This does

not apply to items in the reference document that have been partially or fully

completed.

Figure 47: Completion Rule and Reference Status

WhenyouCreatewithreferencetoprecedingdocuments,youfrequentlyhaveto

updatetheinformationaboutreferredquantitiesorvalues. Todothis,youhaveto

checktheDocumentflowupdatefieldatitemlevelincopycontrol.

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Unit6: DataFlow SCM605

In addition, if you want to restrict the reference to an item (for example, only

until the full quantity in the preceding document hasbeen referenced), set the

appropriateCompletionruleintheitemcategory. Thestatusofeachiteminthe

precedingdocumentisupdatedseparately,dependingonthecompletionruleof

the item category.

Examples

• Completion rule A:

Aninquiryitemisgiven"Completed"statusassoonasithasbeenreferredto

inaquotation. Thisappliesevenifonlypartofthequantityinthequotation

is referenced.

• Completion rule B:

Aquotationitemisnotgiven"Completed"statusuntilthecompletequantity

has been copied to the subsequent order. If only some of the quantity is

copied, the quotation item is given the status "Partially referred". This

allowsyoutocontinuecreatingordersfromthisitemuntilthetotalquantity

has been used up.

• Thereareadditionalcompletionrulesforitemsincontracts.

Ifyouenterareasonforrejection,theitemreceives"Completed"status.

Figure 48: Document Flow - List

Asalesprocessismadeupofthesequenceofindividualprocessstepsrecordedas

documents. Thisprocesschainiscapturedinthedocumentflow.

Documentflowsareupdatedfortheoveralldocumentandforindividualitems.

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SCM605 Lesson: Data Flow in the Application

Youcanviewallofthedocumentswithinthedocumentflowinalist.

Youcanbranchdirectlyfromtheliststothedisplayoftheindividualdocuments

and then return to the document flow.

Inthestatusoverviewthatcanbedisplayedforeachdocumentinthedocument

flow, you can quickly find detailed information about the current status of the

sales and distribution process.

Example:

• Order → Delivery status

• Outbound delivery

→ Picking status

→ Billing status

• Billing document → Posting status

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Unit6: DataFlow SCM605

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SCM605 Lesson: Data Flow in the Application

Exercise 8: Data Flow in the Application

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Followhowthecompletionstatusisupdatedbetweendocuments

• Followdatatransfer between salesdocuments

Business Example

Ineachstepwithinabusinessprocess,youformulaterequirementsthatbecome

prerequisitesforthenextstep. Forexample,youcandefinethataquotationcan

only lead to an order when

• Thesold-toparty isidentical inbothdocuments

• Thecustomer’sorderlieswithinthevalidityperiodofthequotation

Task 1:

Youreceiveaninquiry(purchaseordernumber##LO605-IN02)fromcustomer

T-S62A##. The customer requests 50 units each of materials T-ATA## and

T-ATB##. Therequesteddeliverydateisthefirstdayofthenextmonth.

1. Enter the inquiry.

2. What isthestatusof theitemsin the inquiry?

Totalprocessing Rejectionstatus Referencestatus

Header

Item

3. AftercheckingwithyourMRPcontroller,youknowthatyoucanofferthe

customertherequestedquantityformaterialT-ATA##,butonly30unitsof

materialT-ATB##. Enteracorrespondingquotation(purchaseordernumber

##LO605-AG03)withreferencetotheinquiry. Thequotationisvalidfora

month.

4. Whichchangesdoesthesystemmaketothedocumentstatus?

Continued on next page

145

	Totalprocessing	Rejectionstatus	Referencestatus
Header
Item 10
Item 20

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Unit6: DataFlow SCM605

Totalprocessing Rejectionstatus Reference

status

Inquiry

Header

Item 10

Item 20

Quotation

Header

Item 10

Item 20

5. Once your customer has checked the quotation, they order the first item

withthecompletequantityinthequotation,butinitiallyonlyorder20units

oftheseconditem. Createthetradefair##order(purchaseordernumber

##LO605-ZA##04).

6. Whichchangesaremadetothestatusofthequotation?

Totalprocessing Rejectionstatus Referencestatus

Header

Item

7. Yourcustomertheninformsyouthattheydonotwanttheopenquantityof

item20inthequotationbecausetheproductistooexpensive. Rejectthe

iteminthequotationandcheckthechangestothestatus.

Reasonforrejection: _________________________________

Totalprocessing Rejectionstatus Referencestatus

Header

Item

Continued on next page

146

	Totalprocessing	Rejectionstatus	Reference status
Inquiry
Header
Item 10
Item 20
Quotation
Header
Item 10
Item 20

	Totalprocessing	Rejectionstatus	Referencestatus
Header
Item 10
Item 20

	Totalprocessing	Rejectionstatus	Referencestatus
Header
Item 20

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SCM605 Lesson: Data Flow in the Application

Task 2:

1. Trytocreateanotherorderwithreferencetothequotation.

2. Is this possible?

_______________________________________________

Why / why not?

_______________________________________________

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Unit6: DataFlow SCM605

Solution 8: Data Flow in the Application

Task 1:

Youreceiveaninquiry(purchaseordernumber##LO605-IN02)fromcustomer

T-S62A##. The customer requests 50 units each of materials T-ATA## and

T-ATB##. Therequesteddeliverydateisthefirstdayofthenextmonth.

1. Enter the inquiry.

a) Createtheinquiryand save the document.

→Logistics→SalesandDistribution→Sales→Inquiry→Create

2. What is the statusof theitemsin the inquiry?

Totalprocessing Rejectionstatus Referencestatus

Header

Item

a) →Logistics→SalesandDistribution→Sales→Inquiry→Display

Choose Status overview.

Totalprocessing Rejectionstatus Reference

status

Header Open Nothing Not

rejected referenced

Item10 Open Nothing Not

rejected referenced

Item20 Open Nothing Not

rejected referenced

Continued on next page

148

	Totalprocessing	Rejectionstatus	Referencestatus
Header
Item 10
Item 20

	Totalprocessing	Rejectionstatus	Reference status
Header	Open	Nothing rejected	Not referenced
Item10	Open	Nothing rejected	Not referenced
Item20	Open	Nothing rejected	Not referenced

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SCM605 Lesson: Data Flow in the Application

3. AftercheckingwithyourMRPcontroller,youknowthatyoucanofferthe

customertherequestedquantityformaterialT-ATA##,butonly30unitsof

materialT-ATB##. Enteracorrespondingquotation(purchaseordernumber

##LO605-AG03)withreferencetotheinquiry. Thequotationisvalidfora

month.

a) Create the quotation.

→Logistics→SalesandDistribution→Sales→Quotation→Create

ChooseCreatewithReference→Inquiry, enter theinquirynumber,

choosecopyandreducethequantityoftheseconditem.

4. Whichchangesdoesthesystemmaketothedocumentstatus?

Totalprocessing Rejectionstatus Reference

status

Inquiry

Header

Item 10

Item 20

Quotation

Continued on next page

149

	Totalprocessing	Rejectionstatus	Reference status
Inquiry
Header
Item 10
Item 20
Quotation

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Unit6: DataFlow SCM605

Totalprocessing Rejectionstatus Reference

status

Header

Item 10

Item 20

a) → Logistics → Sales and Distribution → Sales → Quotation →

Display

ChooseDocumentflow,selectoneofthedocuments,andchooseStatus

overview.

Totalprocessing Rejection Reference

status status

Inquiry

Header Completed Nothing Fully

rejected referenced

Item 10 Completed Nothing Fully

rejected referenced

Item 20 Completed Nothing Fully

rejected referenced

Quotation

Header Open Nothing Not

rejected referenced

Item 10 Open Nothing Not

rejected referenced

Item 20 Open Nothing Not

rejected referenced

5. Once your customer has checked the quotation, they order the first item

withthecompletequantityinthequotation,butinitiallyonlyorder20units

oftheseconditem. Createthetradefair##order(purchaseordernumber

##LO605-ZA##04).

a) Create the trade fair order.

→Logistics→SalesandDistribution→Sales→Order→Create

Choose Create with Reference → Quotation, enter the quotation

number,ChooseCopyandreducethequantityoftheseconditem.

6. Whichchangesaremadetothestatusofthequotation?

Continued on next page

150

	Totalprocessing	Rejectionstatus	Reference status
Header
Item 10
Item 20

	Totalprocessing	Rejection status	Reference status
Inquiry
Header	Completed	Nothing rejected	Fully referenced
Item 10	Completed	Nothing rejected	Fully referenced
Item 20	Completed	Nothing rejected	Fully referenced
Quotation
Header	Open	Nothing rejected	Not referenced
Item 10	Open	Nothing rejected	Not referenced
Item 20	Open	Nothing rejected	Not referenced

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SCM605 Lesson: Data Flow in the Application

Totalprocessing Rejectionstatus Referencestatus

Header

Item

a) → Logistics → Sales and Distribution → Sales → Quotation →

Display

Choose Status overview.

Totalprocessing Rejectionstatus Reference

status

Header Beingprocessed Nothingrejected Partially

referenced

Item Completed Nothingrejected Fully

10 referenced

Item Beingprocessed Nothingrejected Partly

20 referenced

7. Yourcustomertheninformsyouthattheydonotwanttheopenquantityof

item20inthequotationbecausetheproductistooexpensive. Rejectthe

iteminthequotationandcheckthechangestothestatus.

Reasonforrejection: _________________________________

Continued on next page

151

	Totalprocessing	Rejectionstatus	Referencestatus
Header
Item 10
Item 20

	Totalprocessing	Rejectionstatus	Reference status
Header	Beingprocessed	Nothingrejected	Partially referenced
Item 10	Completed	Nothingrejected	Fully referenced
Item 20	Beingprocessed	Nothingrejected	Partly referenced

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Unit6: DataFlow SCM605

Totalprocessing Rejectionstatus Referencestatus

Header

Item

a) Choose Reason for rejection.

Rejection reason:Too expensive

Totalprocessing Rejectionstatus Reference

status

Header Completed Partiallyrejected Partially

referenced

Item Completed Fullyrejected Partly

20 referenced

Task 2:

1. Trytocreateanotherorderwithreferencetothequotation.

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

ChooseCreatewithReference→Quotation.

2. Is this possible?

_______________________________________________

Why / why not?

_______________________________________________

a) You cannot create the quotation because it has already been

completed.

Thesystemdisplaysthefollowingmessage:

Thereferencehasalreadybeencompletelycopiedorrejected.

152

	Totalprocessing	Rejectionstatus	Referencestatus
Header
Item 20

	Totalprocessing	Rejectionstatus	Reference status
Header	Completed	Partiallyrejected	Partially referenced
Item 20	Completed	Fullyrejected	Partly referenced

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SCM605 Lesson: Data Flow in the Application

Lesson Summary

You should now be able to:

• Use document flow

• Understandandinfluencehowdataispassedonbetweensalesdocumentsat

header, item and schedule line level

• Usethecompletionruleforitemcategoriestocontrolcreationofdocuments

with reference.

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Unit6: DataFlow SCM605

Lesson: Copying Control

Lesson Overview

Thislessondescribeselementsandcontroloptionsofcopycontrol.

Lesson Objectives

After completingthislesson, you will beable to:

• Understandandinfluencehowdataispassedonbetweensalesdocumentsat

header,itemandschedulelinelevelandrecognizepossibilitiesforindividual

company adjustments.

Business Example

Itisyourresponsibilitytoworkoutthefunctionsforcopyingcontrol.

Figure 49: Copying Controlin Sales and Distribution

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SCM605 Lesson: Copying Control

Incopyingcontrol,youdeterminewhichdocumenttypescanbecopiedtoanother

documenttype. Examplesofthisshowhowyoucancreatea:

• Sales document type from asales doc. type, for example, standard order

(OR) ←quotation (QT)

• Sales document type from a billing doc. type e.g. Credit memo request

(G2) ← invoice (F2)

• Deliverytypefromasalesdocumenttypee.g. Delivery(DL)←Standard

order (OR)

• Billingdoc. typefromasalesdoc. typee.g. Creditmemo(G2)←Credit

memo request (G2)

• Billingdocument typefromadeliverytypee.g. Invoice(F1)←Delivery

(DF)

• Billing doc. type from a billing doc. type e.g. Invoice cancellation (S1)

← invoice (F1)

Youdeterminethedetailsofthecopyingprocedureincopyingcontrol.

Figure 50: Copying Control for Sales Documents

Yousetupcopyingcontrolforheader,itemandschedulelineleveltomatchthe

structure of your sales document.

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Unit6: DataFlow SCM605

Tocontrolthecopyingprocedure, ateachlevelyoucreate:

• Routines for data transfer

Theseroutinescontroltransferoffieldsintheprecedingdocument.

• Copying Requirements

Hereyoudefinerequirementsthatarecheckedwhenyoucreateadocument

with reference. If these requirements are not met in a particular case,

thesystemissuesawarningor errormessageandifnecessary, terminates

processing.

• Switches

There are switches for setting specific controls for each transaction. For

example,youcanactivateordeactivatethetransferofitemnumbersfrom

theprecedingdocumentatheaderlevelforsalesdocuments.

Ifyouenter aninvalidvalueor donotenteratarget valueatitemandschedule

line level, thesystemdeterminesthetarget from theassignment of theitem or

schedulelinecategories. Anyvalueyouentermustexistintheitemorschedule

line category assignment (as an alternative).

Figure 51: Copying requirements

Youcanstorecopyingrequirementsateverylevelincopyingcontrol. Copying

requirements containthespecific requirements for eachbusiness process. The

referencedocumentcanonlybecreatedifalltheserequirementshavebeenmet.

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SCM605 Lesson: Copying Control

ExamplesofcopyingrequirementsthathavebeenincludedintheSAPstandard

system are:

• Header level

Copyingrequirement001checks,forinstance,whetherthesold-topartyand

thesalesareainthesourceandtargetdocumentarethesame.

• Item level

Copyingrequirement301checks,forinstance,whethertheitemthatistobe

usedasacopyhasareasonforrejectionorcompletedstatus.

• Schedule line level

Copying requirement 501 ensures that only schedule lines with an open

quantity greater than zero are copied.

Hint: Routines and requirements are written in ABAP code and they

can be processed in Customizing for Sales and Distribution under the

menu option"SystemModifications". Hereyoushouldcheckwhether

theexistingobjectsaresuitable. Normally, youcanadjustyoursystem

quickly by copying the objects in the standard system and deleting or

adding lines of code to them.

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Unit6: DataFlow SCM605

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SCM605 Lesson: Copying Control

Exercise 9: Copying Control

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Adjust data transfer between sales documents to meet the specific

requirements of a business process

Business Example

Ineachstepwithinabusinessprocess,youformulaterequirementsthatbecome

prerequisitesforthenextstep. Forexample,youcandefinethataquotationcan

only lead to an order when:

• thesold-topartyisidenticalinbothdocumentsorwhen

• Thecustomer’sorderlieswithinthevalidityperiodofthequotation

Task:

You decide in copying control whether the item numbers for the subsequent

documentshouldbecopiedfromtheprecedingdocument.

1. Was the item numbering in the trade fair order (purchase order number

##LO605-ZA##04recalculatedortakenfromthequotation?

____________________________________________________________

2. Itemnumberingshouldbere-determinedwhenyoucreateanorderfororder

type ZA##with reference toa quotation. Change thesettings in copying

control accordingly.

3. Createaquotation for customerT-S62A##thatisvalidfor amonth, with

purchaseordernumber##LO605-QT04andanytwoitems. Enteranorder,

order typeZA##, withreferencetothisquotation(purchaseorder number

##LO605-ZA##05). Copy both items.

Checktheitemnumberinginthequotationandthesalesorder.

Itemnumbersinquotation: _________________________________

Itemnumbersinorder: _________________________________

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Unit6: DataFlow SCM605

Solution 9: Copying Control

Task:

You decide in copying control whether the item numbers for the subsequent

documentshouldbecopiedfromtheprecedingdocument.

1. Was the item numbering in the trade fair order (purchase order number

##LO605-ZA##04recalculatedortakenfromthequotation?

____________________________________________________________

a) Compare the two documents.

The document numbers have been copied from the quotation.

Otherwise, theitemnumberswouldbegeneratedin incrementsof

100.

2. Itemnumberingshouldbere-determinedwhenyoucreateanorderfororder

typeZA## withreferenceto a quotation. Change thesettings incopying

control accordingly.

a) →IMG→SalesandDistribution→Sales→MaintainCopyControl

for Sales Documents

ChooseCopyingcontrol: Salesdocumenttosalesdocument

Choose Change.

Choose Position.

Target: ZA##

Source: QT

Select the entry and chooseDetails.

Deselectfield"Copyitemnumber"andsave.

3. Createaquotationfor customerT-S62A##thatisvalidforamonth, with

purchaseordernumber##LO605-QT04andanytwoitems. Enteranorder,

order typeZA##, withreferencetothisquotation(purchaseordernumber

##LO605-ZA##05). Copy both items.

Checktheitemnumberinginthequotationandthesalesorder.

Itemnumbersinquotation: _________________________________

Itemnumbersinorder: _________________________________

a) Verify the settings in the process.

ChooseCreatewithReference→Quotation.

The document numbers are re-determined in the order, and item

numbersaregeneratedin incrementsof100.

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SCM605 Lesson: Copying Control

Lesson Summary

You should now be able to:

• Understandandinfluencehowdataispassedonbetweensalesdocumentsat

header,itemandschedulelinelevelandrecognizepossibilitiesforindividual

company adjustments.

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UnitSummary SCM605

Unit Summary

You should now be able to:

• Use document flow

• Understandandinfluencehowdataispassedonbetweensalesdocumentsat

header, item and schedule line level

• Usethecompletionruleforitemcategoriestocontrolcreationofdocuments

with reference.

• Understandandinfluencehowdataispassedonbetweensalesdocumentsat

header,itemandschedulelinelevelandrecognizepossibilitiesforindividual

company adjustments.

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Unit 7

Special Business Transactions

Unit Overview

This unit describes special business transactions in sales and distribution and

howthesearemappedusingappropriatesalesdocumenttypes, itemcategories,

schedulelinecategoriesandspecificcopycontrol.

Unit Objectives

After completing thisunit, you will beableto:

• Explainthedifferencesbetweencashsalesandrushordersandtheirspecial

features

• ExplainhowcustomerconsignmentsarerepresentedinCustomizingforsales

• Controlfree-of-chargedeliveriesandsubsequentfree-of-chargedeliveries

Unit Contents

Lesson: Special Business Transactions.....................................164

Exercise 10: Special Business Transactions ...........................169

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Unit7: SpecialBusinessTransactions SCM605

Lesson: Special Business Transactions

Lesson Overview

Thislessondescribesthebusinesstransactionsrushorder,cashsale,consignment

processing,freedeliveryandfreesubsequentdeliveryandtheirspecificcontrolat

thelevelssalesdocumenttype,itemcategoryschedulelineandcopycontrol.

Lesson Objectives

After completingthislesson, you will beable to:

• Explainthedifferencesbetweencashsalesandrushordersandtheirspecial

features

• ExplainhowcustomerconsignmentsarerepresentedinCustomizingforsales

• Controlfree-of-chargedeliveriesandsubsequentfree-of-chargedeliveries

Business Example

• Special businesstransactionsoccur regularly in thesales process at your

company, IDES Inc.

• YouwanttosupporttheseprocesseswiththeSAPsystem.

• It is your responsibility to find out about the process variants that are

modeled in the standard SAP system.

• Intheprocess, youalsowanttofindthecontrolparametersforindividual

modifications.

Figure 52: Rush Orders

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SCM605 Lesson: Special Business Transactions

Rushordersandcashsalesaresalesdocumenttypesthatareusedinthesalesfrom

plantprocessorforwhenthecustomerneedstopickuptheirgoodsimmediately

from the warehouse.

Intherushordersalesdocumenttype,theimmediatedeliveryswitchanddelivery

typeDFareconfigured. Whenyousavearushorder, thesystemautomatically

creates a delivery of type LF.

Oncethegoodshavebeenwithdrawnfromthewarehouse, pickingandposting

goods issue can begin.

Whenyoucreatethebillingdocuments(forexampleincollectiveprocessing),the

systemprintstheinvoicepapersandsendsthemtothecustomer.

Figure 53: Cash Sales

In the sales document type for cash sales, the immediate delivery switch and

delivery type BV are configured. When you save the cash sale, the system

automatically createsa delivery of type BV and prints adocument that can be

given to the customer as an invoice.

Youcontrol theinvoicepaperswithoutput typeRD03, contained intheoutput

determination procedure for order type CS.

Oncethegoodshavebeenwithdrawnfromthewarehouse, pickingandposting

of the goods issue can begin.

Anorder-relatedbillingindexisgeneratedautomatically. Thisupdatesthebilling

duelist. BillingtypeBViscreatedwhilethebillingduelistisbeingprocessed.

The system does not print invoicesduringbilling.

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Unit7: SpecialBusinessTransactions SCM605

Figure 54: Consignment Processing

Inconsignmentprocessing, goodsaredeliveredtothecustomerbut remainthe

propertyofthecompanyuntiltheyareactuallyused. Aninvoiceisnotcreated

untilthecustomer withdraws goodsfromtheconsignment stock. Upuntilthat

point,thecustomerhastherighttoreturnconsignmentgoods.

You processconsignment fill-upwithordertypeCF. Thegoodsissuesetsup a

special stock at the customer. The goods remain in the valuated stocks of the

deliveringplanthowever. Thistransactionisn'tbilledbecausetheconsignment

stock remains the property of your company.

ConsignmentissueisprocessedwithordertypeCI.Whengoodsareissued,both

thecustomerspecialstockandthestockinthedeliveringplantarereduced. This

transaction is relevant for billing.

If the customer returns the goods, you can represent this with order type CP

(consignmentpick-up). Thistransactioncreditsthespecialcustomerstockduring

the goods issue. Like the consignment fill-up, this transaction is not relevant

for billing.

Ifyouwanttoreverseaconsignmentissue,youcanprocessthiswithdocument

typeCONR(consignmentreturn). Thegoodsreceiptsetsupthespecialstockatthe

customer'sagain. Acreditmemoisgeneratedbasedontheconsignmentreturns.

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SCM605 Lesson: Special Business Transactions

Figure55: DeliveriesFreeofChargeandSubsequentDeliveries

You create a delivery free-of-charge document when you want to send your

customer a sample, for example.

Youenterasubsequentdeliveryfree-of-chargedocument,forexample,whenyou

needtodelivermaterialforanorderduetoacomplaint.

CustomizingforsalesdocumenttypeSDFdeterminesthatthistransactionrequires

a preceding document. The relevant copying controls must be set up for all

precedingdocumentsthatmightbeused,forexample,copyingcontrolforSDF

from an RE (returns order).

Byactivatingadeliveryblockinthesalesdocumenttype,youensurethatdelivery

free-of-chargeorsubsequentdeliveryfree-of-chargetransactionsarenotreleased

for delivery until they have been checked by the relevant employee. If the

employeedecidesthatthedeliveryshouldnottakeplace,heorshecanmaintaina

relevant reasonforrejection inthesalesdocument.

InCustomizingforitemcategories, youdeterminethatitemsinsalesdocument

typesFDandSDFarefreeofcharge(forexamplewithKLNorKLX).Youcan

alsodecidewhathappenstotheseitemswithregardtopricingandbillingthere.

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Unit7: SpecialBusinessTransactions SCM605

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