SCM605_EN_Col92_FV_Part_A4 (第5页)

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SCM605 Lesson: Special Business Transactions

Exercise 10: Special Business

Transactions

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Explainhowcomplexbusinessprocessessuchasconsignmentprocessing

are handled

• ExplainhowtocontroldocumenttypesFDandSDF.

Business Example

Consignmentprocessingoffersyourpartnersgreatadvantages. Yourcustomers

manage the consignment stock themselves and can access the goods in the

consignmentwarehouseatanytime. Theydonothavetopayuntilthegoodsare

issuedandthenonlyfortheamountthathasbeenused. Therearetwodifferent

casesthatinvolvedispatchinggoodsfreeofchargetothecustomers: Thefreeof

chargedeliveryofadvertisingmaterialsandsubsequentdeliverywithinreturns

processing.

Task 1:

You agree to make material T-ATE## available immediately as consignment

goods for customer T-S62A##.

Hint: Checkthestocks(plant1200)inanothersessionmode.

Youcancallupthestockoverviewwiththefollowingmenupath:

→Logistics→MaterialsManagement→InventoryManagement

→Environment →Stock→StockOverview

1. Check the consignment material stock.

Unrestricted use:

Consignment stock:

Continued on next page

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Unit7: SpecialBusinessTransactions SCM605

2. Send100unitsofthematerialtothecustomer’sconsignmentwarehouseby

enteringaconsignment fill-up(purchase order number##LO605-CF01).

Don’tforgettocreateadeliveryandatransferorderandtopostthegoods

issue.

Hint: Createthedeliverydirectlyfromtheorder.

Menupath: →Salesdocument→Deliver

Hint: Createatransferorderdirectlyfromthedelivery.

Menupath: Nextfunctions→Createtransferrequest

Hint: Use the following settings:

- Warehouse 012 Warehouse(Lean)Dresden

number:

- Fore- D Processinginthebackground

ground/Back-

ground:

- Adopt pick 2 (copy picked quantity to delivery

quantity: as delivery quantity as delivery

quantityandpost GI)

3. Check the consignment material stock.

Unrestricted use:

Consignment stock:

4.

Trytocreateabillingdocumentfromthedeliverydocument.

Is this possible?

Why?

Continued on next page

170

-	Warehouse number:	012	Warehouse(Lean)Dresden
-	Fore- ground/Back- ground:	D	Processinginthebackground
-	Adopt pick quantity:	2	(copy picked quantity to delivery as delivery quantity as delivery quantityandpost GI)

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SCM605 Lesson: Special Business Transactions

_____________________________________________________________

5. Thecustomerinformsyouthattheyhaveused50unitsofthematerialinthe

consignmentwarehouse. Enteraconsignmentissue(purchaseordernumber

##LO605-CI01). Delivertheorderandpostthegoodsissue.

Hint: Youcanpostthegoodsissuedirectly from thedelivery, as

thegoodsdo notphysically movein yourwarehouse(no transfer

order required).

Create the delivery directly from the order. Post the goodsissue

directly from the delivery.

Menu path: →Edit →Post goods issue

6. Check the consignment material stock.

Unrestricted use:

Consignment stock:

7. Bill theconsignment issue. Isthispossible?

Why?

_____________________________________________________________

8. The customer informs you that they don’t need the remaining

consignmentgoods. Enteraconsignmentpick-up(purchaseordernumber

##LO605-CP01).

Deliver the order andpost thegoodsreceipt.

9. Check the consignment material stock.

Unrestricted use:

Consignment stock:

Continued on next page

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Unit7: SpecialBusinessTransactions SCM605

10. Billtheconsignment pick-up. Isthispossible?

Why?

_____________________________________________________________

Task 2:

1. Display consignment fill-up and consignment issue with purchase order

numbers##LO605-CF01and##LO605-CI01. Whichitemandscheduleline

categories did the system determine?

Itemcategory Schedulelinecat.

Consignmentfill-up

Consignmentissue

Task 3:

1. Howandwhyaretheseschedulelinecategoriesdifferentfromeachother?

___________________________________________________________________

Task 4:

1. WhatarethedifferencesinCustomizingforsalesdocumenttypesFDand

SDF?

___________________________________________________________________

2. Howcanyouensuretheitemsindocumentsofthistypearereallydelivered

free of charge?

___________________________________________________________________

172

	Itemcategory	Schedulelinecat.
Consignmentfill-up
Consignmentissue

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SCM605 Lesson: Special Business Transactions

Solution 10: Special Business

Transactions

Task 1:

You agree to make material T-ATE## available immediately as consignment

goods for customer T-S62A##.

Hint: Checkthestocks(plant1200)inanothersessionmode.

Youcancallupthestockoverviewwiththefollowingmenupath:

→Logistics→MaterialsManagement→InventoryManagement

→Environment →Stock→StockOverview

1. Check the consignment material stock.

Unrestricted use:

2000

Consignment stock:

a) Logistics→MaterialsManagement→InventoryManagement →

Environment →Stock →StockOverview

Continued on next page

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Unit7: SpecialBusinessTransactions SCM605

2. Send100unitsofthematerialtothecustomer’sconsignmentwarehouseby

enteringaconsignment fill-up(purchase order number##LO605-CF01).

Don’tforgettocreateadeliveryandatransferorderandtopostthegoods

issue.

Hint: Createthedeliverydirectlyfromtheorder.

Menupath: →Salesdocument→Deliver

Hint: Createatransferorderdirectlyfromthedelivery.

Menupath: Nextfunctions→Createtransferrequest

Hint: Use the following settings:

- Warehouse 012 Warehouse(Lean)Dresden

number:

- Fore- D Processinginthebackground

ground/Back-

ground:

- Adopt pick 2 (copy picked quantity to delivery

quantity: as delivery quantity as delivery

quantityandpost GI)

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

Ordertype: CFConsignmentFill-up→SalesDocument→Deliver

→Subsequent Function→Transportorder

3. Check the consignment material stock.

Unrestricted use:

1900

Consignment stock:

100

4.

Trytocreateabillingdocumentfromthedeliverydocument.

Continued on next page

174

-	Warehouse number:	012	Warehouse(Lean)Dresden
-	Fore- ground/Back- ground:	D	Processinginthebackground
-	Adopt pick quantity:	2	(copy picked quantity to delivery as delivery quantity as delivery quantityandpost GI)

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SCM605 Lesson: Special Business Transactions

Is this possible?

Why?

_____________________________________________________________

a) Logistics→SalesandDistribution→Billing→Billingdocument→

Create→Enterdocumentnumberofdelivery

Log: Thedocument isnotbilling-relevant.

Cause: BillinghasnotbeendefinedinCustomizingforconsignment

fill-ups. TherearenodefaultvaluesforsalesdocumenttypeCFfor

order-relatedanddelivery-relatedbillingdocuments.

ItemcategoryKBNisnot relevantforbilling.

5. Thecustomerinformsyouthattheyhaveused50unitsofthematerialinthe

consignmentwarehouse. Enteraconsignmentissue(purchaseordernumber

##LO605-CI01). Delivertheorderandpostthegoodsissue.

Hint: Youcanpostthegoodsissuedirectly from thedelivery, as

thegoodsdo notphysically movein yourwarehouse(no transfer

order required).

Create the delivery directly from the order. Post the goodsissue

directly from the delivery.

Menu path: →Edit →Post goods issue

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

Order type: CI Consignment issue

→ Sales document → Deliver

→ Menu path → Post goods issue

6. Check the consignment material stock.

Unrestricted use:

1900

Consignment stock:

Continued on next page

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Unit7: SpecialBusinessTransactions SCM605

7. Bill the consignment issue. Isthispossible?

Yes

Why?

_____________________________________________________________

a) Logistics→SalesandDistribution→Billing→Billingdocument→

Create→Enterdocumentnumberofdelivery

b) Cause: Adelivery-relatedbillingdocumenthasbeendefinedforitem

categoryKENinCustomizing. BillingdocumenttypeF2hasbeen

proposedfordelivery-relatedbillinginsalesdocumenttypeCI.

8. The customer informs you that they don’t need the remaining

consignmentgoods. Enteraconsignmentpick-up(purchaseordernumber

##LO605-CP01).

Deliver theorder and post the goodsreceipt.

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

Order type: CP Consignment pick-up

b) → Sales document → Deliver

→ Edit → Post goods issue

9. Check the consignment material stock.

Unrestricted use:

1950

Consignment stock:

10. Billtheconsignment pick-up. Isthispossible?

Why?

Continued on next page

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SCM605 Lesson: Special Business Transactions

_____________________________________________________________

a) Log: Abillingtypecould not bedetermined.

Cause: Billinghasnotbeendefinedfortheconsignmentpick-up.

TherearenodefaultvaluesforsalesdocumenttypeCP fororder-

and delivery-related billing documents.

DeliverytypeLRdoesnotcontainadefaultordertypefromwhich

alternative default values for order- and delivery-related billing

documents could be determined.

Inaddition,itemcategoryKANisnotrelevantforbilling.

Task 2:

1. Display consignment fill-up and consignment issue with purchase order

numbers##LO605-CF01and##LO605-CI01. Whichitemandscheduleline

categories did the system determine?

Itemcategory Schedulelinecat.

Consignmentfill-up KBN E0

Consignmentissue KEN C0

Task 3:

1. Howandwhyaretheseschedulelinecategoriesdifferentfromeachother?

___________________________________________________________________

Continued on next page

177

	Itemcategory	Schedulelinecat.
Consignmentfill-up	KBN	E0
Consignmentissue	KEN	C0

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Unit7: SpecialBusinessTransactions SCM605

___________________________________________________________________

Schedule line E0: Movement 631(GI Consignment

cat. type loan)

Schedule line C0: Movement 633(GI Goods

cat. type Issue Customer

Consignment)

Thefill-uppoststherelevantstockfromtheunrestrictedstocktothe

customer'sconsignmentstock(specialstock)butthegoodsremainin

thepossessionofthevendor. Consignmentissuepoststhegoodsfrom

thespecialstockandtheybecomethepropertyofthecustomer.

Task 4:

1. WhatarethedifferencesinCustomizingforsalesdocumenttypesFDand

SDF?

___________________________________________________________________

a) EntryCinthe"Referencemandatory"fieldmeansthatdocument

typeSDFcanonlybecreatedwithreferencetoanorder.

2. Howcanyouensuretheitemsindocumentsofthistypearereallydelivered

free of charge?

___________________________________________________________________

a) Theitemcategoriesfortheseordertypesarenotrelevantforbilling.

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SCM605 Lesson: Special Business Transactions

Lesson Summary

You should now be able to:

• Explainthedifferencesbetweencashsalesandrushordersandtheirspecial

features

• ExplainhowcustomerconsignmentsarerepresentedinCustomizingforsales

• Controlfree-of-chargedeliveriesandsubsequentfree-of-chargedeliveries

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UnitSummary SCM605

Unit Summary

You should now be able to:

• Explainthedifferencesbetweencashsalesandrushordersandtheirspecial

features

• ExplainhowcustomerconsignmentsarerepresentedinCustomizingforsales

• Controlfree-of-chargedeliveriesandsubsequentfree-of-chargedeliveries

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Unit 8

Incompletion

Unit Overview

This unit describes the function of the incompleteness check. This enables

the system to check whether all necessary information has been recorded for

the document as part of sales document processing. If this is not the case, the

documentisregardedasincomplete. Theconsequencesofthisincompletenesscan

be controlled enterprise-specifically.

Unit Objectives

After completing thisunit, you will beableto:

• Understandtheincompletionlogandprocessincompleteorders.

• Use Customizing toadjust theincompletion procedure tomeetyour own

requirements.

Unit Contents

Lesson: Incompletion Log .....................................................182

Lesson: Configuration of the Incompletion Procedure.....................186

Exercise 11: Configuration of the Incompletion Log ...................189

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Unit8: Incompletion SCM605

Lesson: Incompletion Log

Lesson Overview

Theincompletenesslogisalistcontainingallinformationthathasbeendefined

as relevant for the sales document but that has not been processed during

sales document processing. This list can be called and processed manually or

automaticallyonsavingthesalesdocument. Specificsearchescanalsobemade

for incomplete documents.

Lesson Objectives

After completingthislesson, you will beable to:

• Understandtheincompletionlogandprocessincompleteorders.

Business Example

A wide variety of information is required to ensure that the sales processes at

your company run smoothly.

Figure 56: Incompletion Log

An incompletenesslogis alist of all data essential to your company in asales

documentthathasnot yetbeenenteredinthesystem.

YoucandefinethesedatafieldsinCustomizingfortheincompletionprocedure.

Thesystemgoesdirectlyfromtheincompletenesslogto variousviews, where

you can then edit the incomplete data.

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SCM605 Lesson: Incompletion Log

Figure 57: Lists of Incomplete Orders

Allemployeescanlistalltheincompletesalesdocumentsthattheyhaveentered.

Theycanalsodisplaycertaindocumentsthathavebeenblockedforaparticular

step in a selection screen, for example, a list of all the documents blocked for

shipping due to incompleteness.

Incompleteorderscanbethencalledupfromthelistandcompleted. Whenyou

havefinishedprocessing,thesystemautomaticallyreturnstothelistofincomplete

documents.

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Unit8: Incompletion SCM605

Figure 58: Incomplete Sales Documents

InCustomizingforsalesdocumenttypes,theincompletionmessagesfieldallows

youtocontrolwhetherincompletesalesdocumentscanbesavedornot. Ifthis

switchisnotset,thenthesubsequentcourseofthebusinessprocessisdetermined

fromstatusgroupsintheincompletenessprocedure.

Theprocedurecontrolswhateffectstheincompletedatahasontheprocess.

Examples:

• Ifthetermsofpaymentaremissing,theordercanbedeliveredbutitcannot

bebilled. Atthesametime,youwillnotbeabletocreateaneworderwith

reference to an incomplete order.

• Theincompletionlogmaytellyouthepurchaseordernumberismissing,but

you can continueto processthe document.

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SCM605 Lesson: Incompletion Log

Lesson Summary

You should now be able to:

• Understandtheincompletionlogandprocessincompleteorders.

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Unit8: Incompletion SCM605

Lesson: Configuration of the Incompletion Procedure

Lesson Overview

Theincompletenesslogisalistcontainingallinformationthathasbeendefined

asrelevant forthesalesdocument but thathasnot beenprocessedduring sales

documentprocessing. Therelevantinformationcanbedefinedcompany-specific

foreachbusinesstransactioninCustomizingfortheappropriateincompleteness

procedure. Theconsequencesofthisincompletenessarecontrolledspecifically

for each field using the status group.

Lesson Objectives

After completingthislesson, you will beable to:

• UseCustomizing toadjust theincompletion procedureto meet your own

requirements.

Business Example

• Awidevarietyofinformationisrequiredtoensurethatthesalesprocessesat

your company run smoothly.

• Theamountofinformationrequiredcandifferdependingontheprocess.

• Itisyourresponsibilitytoconfigurethesysteminsuchawaytomakesure

thatpeoplecanverifythatthedocumentdataiscompleteduringdocument

entry.

• Youwanttocontrolwhichsubsequentfunctionsofthedocumentareblocked

dependingonwhichinformationismissinginthedocument.

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SCM605 Lesson: Configuration of the Incompletion Procedure

Figure 59: Controlling the Incompletion Log

Theincompletionlogdifferentiatesbetweenthefollowinglevels:

• Sales document header

• Sales document item

• Sales document schedule line

Ineachprocedure,youdeterminewhichfieldsarecheckedforcompletion.

Youdetermineareasofvaliditybyassigningprocedures.

Forexample,youcanassigntheincompletenessprocedureforthesalesdocument

header using the sales document type.

• Procedureatheaderlevel→Salesdocumenttype

• Procedure at item level → Item category

• Procedureatschedulelinelevel→Schedulelinecat.

You can also flag partner functions, texts and condition types in pricing as

mandatory. Iftheseentriesarethenmissing,anotewillappearintheincompletion

log.

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Unit8: Incompletion SCM605

Figure 60: Status of Incomplete Sales Documents

Incompletedocumentdataaffectsfurtherprocessingindifferentways. Astatus

groupisassignedtoeachfieldintheincompletionprocedure.

Whenyoudefinethestatusgroups,youdecidewhichstepsshouldbeprevented

if data is missing.

Examples:

• Incompletefor delivery→Nodeliveryispossible

• Incompletefor billing→Nobillingispossible

• Incompleteforpricing→Noorderconfirmationorbillingarepossible

Astatusgroupcancontainanynumberoftheseconsequences.

Thisallowsyoutocontroltheeffectsofincompletedataseparatelyforeachfield.

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SCM605 Lesson: Configuration of the Incompletion Procedure

Exercise 11: Configuration of the

Incompletion Log

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Usetheincompletenesslogforsalesdocumentsduringdocumentprocessing

and control this in Customizing.

Business Example

Theincompletenesslogensuresthatyoucannotcontinuewithcertainstepsinthe

businessprocesswhen essential dataismissing.

Task 1:

You would like to ensure that sales documents of type ZA## cannot be left

incomplete in sales order processing.

1. CreateanorderwithordertypeZA##forcustomerT-S62A##andmaterial

T-ATA## (10 units) and save the document without entering a purchase

order number.

Can you do it?

2. ActivatetheIncomplet. messagesindicatorforsalesdocumenttypeZA##.

3. CreateanorderwithordertypeZA##forcustomerT-S62A##andmaterial

T-ATA## (10 units) and save the document without entering a purchase

order number.

Is this possible?

4. Process the incompletion log by maintaining purchase order number

##LO605-ZA##07. Save the document.

5. DeletetheIncomplet. messagesindicatorforthissalesdocumenttype.

Continued on next page

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Unit8: Incompletion SCM605

Task 2:

Youwanttoensurethatthenameofthecontactperson(Documentheader: Tab

page Purchase order data, field: Name) who isresponsible for the salesorder

is always entered in trade fair orders.

1. Create the incompleteness procedure Y# with the description Order

procedure ## (key of the new procedure for each participant group: see

the following table):

Key: Y# (see thefollowingtable)

Description: Order procedure ##

Keyofthenewprocedureforeachparticipantgroup(ignorethesystem

messageregardingthenamespaceconventions):

Group Proced. Group Proce- Group Proce-

number number dure number dure

01 YA 07 YG 13 YM

02 YB 08 YH 14 YN

03 YC 09 YI 15 YO

04 YD 10 YJ 16 YP

05 YE 11 YK 17 YQ

06 YF 12 YL 18 YR

2. Copythefieldfortheorderingparty’snameBNAMEfromtableVBAKinto

theprocedure. ThisfieldwillbedisplayedintheKBESHeader-Purchase

order data sales order screen.

Iftheorderingparty’snameis missing inthesales document, thesystem

shouldnotcreateadelivery. Assignacorrespondingstatusgroup.

3. Specify that the new incompleteness procedure Y# is valid for sales

document type ZA##.

Task 3:

CreateanorderwithordertypeZA##insalesarea1000/10/ 00 for customer

T-S62A##and your materialT-ATA##(10units).

1. The purchase order number is ##LO605-ZA##08. Save the incomplete

document.

2. Try to deliver the order. Set the selection date to one month from today.

What message appears?

Continued on next page

190

Group number	Proced.	Group number	Proce- dure	Group number	Proce- dure
01	YA	07	YG	13	YM
02	YB	08	YH	14	YN
03	YC	09	YI	15	YO
04	YD	10	YJ	16	YP
05	YE	11	YK	17	YQ
06	YF	12	YL	18	YR

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SCM605 Lesson: Configuration of the Incompletion Procedure

_____________________________________________________________

3. Changetheorderandedittheincompletionlog.

4. Try todeliver theorderagain. Isthispossible?

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Unit8: Incompletion SCM605

Solution 11: Configuration of the

Incompletion Log

Task 1:

You would like to ensure that sales documents of type ZA## cannot be left

incomplete in sales order processing.

1. CreateanorderwithordertypeZA##forcustomerT-S62A##andmaterial

T-ATA## (10 units) and save the document without entering a purchase

order number.

Can you do it?

Yes, theincompletedocument can besaved.

a) Logistics → Sales and Distribution →Sales → Order(order type

ZA##) → Create

2. ActivatetheIncomplet. messagesindicatorforsalesdocumenttypeZA##.

a) IMG → Sales and Distribution → Sales → Sales Documents →

SalesDocumentHeader→DefineSalesDocumentTypes→Select

documenttypeZA##→Activateindicator→Save

3. CreateanorderwithordertypeZA##forcustomerT-S62A##andmaterial

T-ATA## (10 units) and save the document without entering a purchase

order number.

Is this possible?

a) Logistics → Sales and Distribution →Sales → Order(order type

ZA##) → Create

4. Process the incompletion log by maintaining purchase order number

##LO605-ZA##07. Save the document.

a) → Button: Complete data

→ Enter PO number

→ Back → Save

5. DeletetheIncomplet. messagesindicatorforthissalesdocumenttype.

a) (deletetheindicatoryousetaboveintheICdialogfield)

→ see 2 above.

Continued on next page

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SCM605 Lesson: Configuration of the Incompletion Procedure

Task 2:

Youwanttoensurethatthenameofthecontactperson(Documentheader: Tab

page Purchase orderdata, field: Name) who isresponsible for the sales order

is always entered in trade fair orders.

1. Create the incompleteness procedure Y# with the description Order

procedure ## (key of the new procedure for each participant group: see

the following table):

Key: Y# (see the followingtable)

Description: Order procedure ##

Keyofthenewprocedureforeachparticipantgroup(ignorethesystem

messageregarding thenamespaceconventions):

Group Proced. Group Proce- Group Proce-

number number dure number dure

01 YA 07 YG 13 YM

02 YB 08 YH 14 YN

03 YC 09 YI 15 YO

04 YD 10 YJ 16 YP

05 YE 11 YK 17 YQ

06 YF 12 YL 18 YR

a) IMG → Sales and Distribution → Basic Functions → Log of

Incomplete Items

→ Define Incompleteness Procedure

→ Select Group A → Dialog Structure: Procedures → Button:

Change

→ Button: New Entries

2. Copythefieldfortheorderingparty’snameBNAMEfromtableVBAKinto

theprocedure. ThisfieldwillbedisplayedintheKBESHeader-Purchase

order data sales order screen.

Continued on next page

193

Group number	Proced.	Group number	Proce- dure	Group number	Proce- dure
01	YA	07	YG	13	YM
02	YB	08	YH	14	YN
03	YC	09	YI	15	YO
04	YD	10	YJ	16	YP
05	YE	11	YK	17	YQ
06	YF	12	YL	18	YR

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Unit8: Incompletion SCM605

Iftheorderingparty’snameis missing inthesales document, thesystem

shouldnotcreateadelivery. Assignacorrespondingstatusgroup.

a) →Dialogstructure: Fields→Button: NewEntries

→ Maintain entries

Status group: 02

→ Save → Exit

Hint: Youcandeterminethenamesoftablesandfieldsinthe

sales document by placing the cursor on the relevant field,

pressingF1andpressingthebutton: Technicalinfo.

(Document header: Purchase order data tab page, field:

Name)

3. Specify that the new incompleteness procedure Y# is valid for sales

document type ZA##.

a) IMG → Sales and Distribution → Basic Functions → Log of

Incomplete Items.

→ Assign Incompleteness Procedures

→Assignprocedurestosalesdocumenttypes→Maintainentries

→ Save → Exit

Task 3:

CreateanorderwithordertypeZA##insalesarea1000/10/ 00 for customer

T-S62A##and your materialT-ATA##(10units).

1. The purchase order number is ##LO605-ZA##08. Save the incomplete

document.

a) Logistics → Sales and Distribution →Sales → Order(order type

ZA##) → Create

2. Try to deliver the order. Set the selection date to one month from today.

What message appears?

_____________________________________________________________

a) Logistics → Sales and Distribution →Sales → Order→ Change

→ Sales Document → Deliver

Message: Orderisincomplete(pleasemaintain)

Continued on next page

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SCM605 Lesson: Configuration of the Incompletion Procedure

3. Changetheorderandedittheincompletionlog.

a) Logistics→SalesandDistribution→Sales→Order→Change→

Edit→LogofIncompleteItems→Selecttheorderingparty’sname

→ Button: Complete data → Back

4. Try todeliver theorderagain. Isthispossible?

Yes, the order can be delivered.

a) → Sales Document → Deliver

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Unit8: Incompletion SCM605

Lesson Summary

You should now be able to:

• UseCustomizing toadjust theincompletion procedureto meet your own

requirements.

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SCM605 Unit Summary

Unit Summary

You should now be able to:

• Understandtheincompletionlogandprocessincompleteorders.

• Use Customizing toadjust theincompletion procedure tomeetyour own

requirements.

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UnitSummary SCM605

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Unit 9

Business Partners

Unit Overview

This unit describes the importance and use of partner roles in the sales and

distribution process. Configuration of partner rolesand partner determination

are also introduced.

Unit Objectives

After completing thisunit, you will beableto:

• Understandtheimportanceofthepartnerfunctionconceptforthesalesand

distribution process.

• Definenewpartnerfunctionsandintegratetheseintotheprocesschain.

Unit Contents

Lesson: Function and Significance of Partner Functions..................200

Lesson: Configuration of Partner Functions and Partner Function

Determination....................................................................206

Exercise 12: Configuration of Partner Functions and Partner Function

Determination...............................................................213

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Unit9: BusinessPartners SCM605

Lesson: Function and Significance of Partner Functions

Lesson Overview

This lesson describes the significance and function of partner functions in the

salesanddistributionprocess. Itfocusesoncategorizationofbusinesspartners

using partner functions and transfer of partner functions and partner function

assignmentsfromthecustomermastertothesalesdocument.

Lesson Objectives

After completingthislesson, you will beable to:

• Understandtheimportanceofthepartnerfunctionconceptforthesalesand

distribution process.

Business Example

• Aspartofyoureffortstoimprovecustomerservice,youwanttoassigneach

ofyourcustomersasalesemployeeastheirownpersonalrepresentative.

• Thisinformationshouldbeavailableautomaticallyinyoursalesdocuments.

• Yourcompanyisalsoinvestigatingwhether youcanevaluatethisdata, in

order toobtaincriteriafor awardingperformance-relatedbonusesto your

staff.

Figure 61: Business Partners

Various business partners exist within the marketplace, with various business

relationships to each other.

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SCM605 Lesson: Function and Significance of Partner Functions

Examples of business partners are:

• Customer

• Vendor

• Employee

• Contact person

Examples of business relationships are:

1. Vendor-customer: Thevendoractsastheforwardingagentforthecustomer

2. Contactperson-customer: Thecontactpersonisemployedatthecustomer's

company

3. Contactperson-customer: Thecontactpersonisthecustomer’sconsultant

but does not work in the same company.

4. Customer-customer: Sold-topartyandship-topartyarenotthesame.

5. Employee-contactperson: Contactpersonislookedafterindividually

6. Employee- customer: Customer manager

Figure 62: Partner Types

The business partnersthat exist in themarketplaceare represented in the SAP

system by a partner type.

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Unit9: BusinessPartners SCM605

PartnertypesAP,KU,LIandPEaredefinedinpartnerprocessingfortheSales

andDistributionapplicationmodule. Thesearedefinedasfollows:

• AP Contact person

• KU Customer

• LI Vendor

• PE Personnel

Furtherpartnerfunctions(forexample,Oorganizationalunit. SpositionAwork

center)

areusedinotherapplications(forexample,servicemanagement).

Figure 63: Partner Functions

Whilethepartnertypesallowustodistinguishbetweendifferentbusinesspartners,

thepartnerfunctionsrepresenttherolestheyplaywithinthebusinesstransaction.

• For example, different customers (customer partners) can assume certain

rolesinabusinesstransaction. Thecustomerwhoplacestheorderdoesnot

necessarily have to be the same customer who receives the goods or the

customerwhoisresponsibleforpayingtheinvoice.

Assigning partner functions in the SAP system determines the function(s) of

particularpartnersinthesalesprocess. Onepartnermaytakeonseveralfunctions.

• Inthesimplest case, all thepartnerfunctions within the customerpartner

typeareassignedtoonebusinesspartner,inotherwords,thesamecustomer

isthesold-toparty,ship-toparty,payerandbill-toparty.

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SCM605 Lesson: Function and Significance of Partner Functions

Youcanentercontactpersonsforacustomerdirectlyinthecustomermasterso

thattheyareautomaticallyassignedtothatcustomer. Thecontactpersoncanalso

beassignedtoanothercustomer,forexample,inaconsultantrole.

The forwardingagent is an example of a vendor.

Employees at your own company (such as sales representatives or clerks) are

managedintheemployeemasterrecords. Theycanassumepartnerfunctionsof

partnertype"Personnel",suchasthepartnerfunctionER,responsibleemployee.

Figure 64: Partners in the Sales Process

Youcanmaintainpartnerrelationshipsbothinsalesdocumentsandinthemaster

data. Partner relationships are usuallyalready defined in the customer master.

Theseareproposedautomaticallyinthedocumentheaderwhenyoucreateasales

document.

• Providing Customizing permits it, you can change or supplement these

relationships manually by going to the partner screen and changing the

function assignment.

Youdecidewhether severalpartnerscanbeassignedtoonepartnerfunctionin

thecustomermasterinCustomizing. Ifmultiplepartnersaremaintainedwiththe

samefunction, aselectionlist appearscontainingthesepartnerswhenyouthen

enter a sales order.

Inthesalesdocuments,thesystemhasbeenconfiguredsothatonlyonepartner

can be assigned to each partner function. The only exception is for outline

agreements (partner functions AA and AW).

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Unit9: BusinessPartners SCM605

Youcanalsodefinepartnersatitemlevelinthesalesdocuments. Businesspartners

thatareonlydefinedintheheadercannotbechangedatitemlevelhowever.

You can determine which partner functions have to be entered (mandatory

functions).

Youcanprohibitanyonefromchangingapartnerthathasalreadybeenentered

(Youcanindicatethatthesold-topartycannotbechangedinthesalesdocument

for example).

Itisalsopossibletoenterorchangetheaddressofapartnersuchastheship-to

partymanually. Thischangedoesnotaffectthemasterrecord.

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SCM605 Lesson: Function and Significance of Partner Functions

Lesson Summary

You should now be able to:

• Understandtheimportanceofthepartnerfunctionconceptforthesalesand

distribution process.

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Unit9: BusinessPartners SCM605

Lesson: Configuration of Partner Functions and Partner

Function Determination

Lesson Overview

Thislessonlooksatconfigurationofpartnerfunctions, partner proceduresand

partner determination.

Lesson Objectives

After completingthislesson, you will beable to:

• Definenewpartnerfunctionsandintegratetheseintotheprocesschain.

Business Example

• Aspartofyoureffortstoimprovecustomerservice,youwanttoassigneach

ofyourcustomersasalesemployeeastheirownpersonalrepresentative.

• This new “Representative” partner role needs to be implemented in the

system by system administration.

Figure 65: Partner Determination Procedure (1)

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SCM605 Lesson: ConfigurationofPartnerFunctionsandPartnerFunctionDetermination

Figure 66: Partner Determination Procedure (2)

Figure 67: Partner Determination Procedure (3)

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Unit9: BusinessPartners SCM605

Figure 68: Partner Determination Procedure (4)

Partnersappear inthesystemat variouslevels, suchasinthecustomermaster,

salesdocumentheader,salesdocumentitemsandsoon.

Youcandefineyourownpartnerdeterminationproceduresforeachoftheselevels.

Apartnerdeterminationprocedureiswhereyoudeterminewhichpartnerfunctions

may or must appear.

Youdetermineareasofvaliditybyassigningprocedures.

For example, you use the account group to assign the partner determination

procedure for thecustomer master. Partner procedures are assigned to partner

objects as follows:

Partner object: Assignment key:

Customer master → Account group

Salesdocumentheader → Salesdocumenttype

Salesdocument item → Itemcategoryinsales

Free-of-charge → Delivery type

Shipment → Shipment type

Billing header → Billing type

Billing item → Billing type

Salesactivities(CAS) → Salesactivity type

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SCM605 Lesson: ConfigurationofPartnerFunctionsandPartnerFunctionDetermination

Figure 69: Customer Master and Account Group

The account group controls the amount of data and the response of customer

master records.

Account groupsare alreadydefinedin thestandard SAP system, such as0001

Sold-toparty,0002Ship-toparty,0003Payer,andsoon. . .

Youcancreateadditional accountgroupsasnecessary.

Whenyou definetheaccount group, youdetermine:

• Foreachdatafield,whetheritisdisplayedornotandwhethermaintenance

is mandatory, optional, or not possible

• The number range

• Anumber of other control elements, such asfor partners andtexts of the

customer master.

Example:

A customer master record for a customer who only acts as a ship-to party

(created with account group 0002) requiresinformation relevant for shipping.

Billing information is not required, which iswhy the corresponding fields are

not displayed.

Incontrast to the account group, which controls acustomer master record, the

partner function determineswhich partner assumesspecificbusiness functions

within the sales process.

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Unit9: BusinessPartners SCM605

Figure70: PermittedPartnerFunctionsperAccountGroup

Fororganizedsalesprocessing,itisimportantthateachcustomerisonlyusedfor

thefunctionswithinadocumentthathavebeenassignedtohimorher. Youcan

guaranteethisbyassigningpermittedpartnerfunctionstoeachaccountgroup.

Ifyouchoosethecustomerpartnertypeforanewpartnerfunction,youthenhave

todeterminewhichofyourcustomersmaybeenteredforthispartnertype.

Becauseyoucontrolthecustomersthroughtheaccountgroup,youassignallthe

definedpartnerfunctionstoeachaccountgroup. Asaresult,theaccountgroupof

acustomeralsocontrolsthepossiblepartner functions.

Examples from the standard system:

Customersinthefollowingaccountgroupscanbesold-toparties:

0001, 0005, 0007, CPD, and so on . .

Customersfromaccountgroup0002(ship-toparty),0003(payer)or0004

(bill-toparty)shouldnottakeonthefunctionSP(sold-toparty).

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SCM605 Lesson: ConfigurationofPartnerFunctionsandPartnerFunctionDetermination

Figure 71: PartnerDetermination forSales Documents

When you create sales documents, business partners are automatically copied

from the customer master. In the process, the customer master of the sold-to

party is accessed.

Severalpartnerrelationshipsarestoredinthecustomermasterrecordforasold-to

party. Thesystemcanalsocopyapartnerfunctionfromothercustomer master

recordstocreateapartnerforthesalesdocumentbyspecifyingthesourceofthe

partnerfunctionandthedeterminationsequence. Whenyoudo,youshouldnote

thesequenceinwhichthesystemdeterminesthepartners.

Example of indirect partner functions:

• Youhavevariousregularsuppliersinvariousregions. Youwantthesystem

todeterminetheforwardingagentinthesalesdocumentdependingonthe

ship-to party. InCustomizing, youensure that the systemdetermines the

ship-topartybyfirstaccessingthemasterrecordforthesold-toparty. Itthen

accessestheship-toparty'smasterrecordtodeterminetheforwardingagent.

Youcanalsouseothersourcestodeterminebusinesspartnersinsalesdocuments

automatically,suchasthetablesforcustomerhierarchy(KNVH),contactpersons

(KNVK),creditrepresentatives(T024P),andsoon. . .

Ananalysisfunctionisprovidedfortracingautomaticdeterminationofbusiness

partners in sales documentsin greater detail.

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Unit9: BusinessPartners SCM605

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SCM605 Lesson: ConfigurationofPartnerFunctionsandPartnerFunctionDetermination

Exercise 12: Configuration of Partner

Functions and Partner Function

Determination

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Include and control your own business partners in the master data and

business processes

Business Example

Your company wants to improve their customer care in the future. Youwould

thereforeliketoassignapersonalrepresentativetoimportantcustomers,suchas

customerT-S62C##, whowouldthenberesponsiblefor ensuringthatbusiness

transactions with that customer run smoothly.

Task 1:

1. Enter a new partner function 9# for the personal representative in

Customizing. (Keyofthenewroleforeachparticipantgroup: seethetable

below)

Key: 9# (see the table below)

Description: Representative ##

Partner type: PE

Keysofthenewfunctionforeachparticipantgroup:

Group Partner Group Partner Group Partner

number function number function number func-

tion

01 9A 07 9G 13 9M

02 9B 08 9H 14 9N

03 9C 09 9I 15 9O

04 9D 10 9J 16 9P

05 9E 11 9K 17 9Q

06 9F 12 9L 18 9R

Continued on next page

213

Group number	Partner function	Group number	Partner function	Group number	Partner func- tion
01	9A	07	9G	13	9M
02	9B	08	9H	14	9N
03	9C	09	9I	15	9O
04	9D	10	9J	16	9P
05	9E	11	9K	17	9Q
06	9F	12	9L	18	9R

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Unit9: BusinessPartners SCM605

2. Create a new partner determination procedure Z## with description

Procedure##for theobject ”customer master”.

Enter the following partner functions:

- SP Sold-toparty(cannotbechanged,mandatoryfunction)

- SH Ship-to party (mandatory function)

- BP Bill-to party (mandatory function)

- PY Payer (mandatory function)

- 9# Representative ##

CustomerT-S62C## masterrecordiscontrolledbyaccountgroupZK##.

Assignthenewproceduretoaccount groupZK##.

3. ExtendthecustomermasterrecordforcustomerT-S62C##withthepersonal

representative.

Hint: UnderMasterDataintheSalesandDistributionmenu,choose

→ Business Partner → Customer → Change → Sales and

Distribution → Button: Sales area data; Tab page: Partner

Functions

Enter employee 1701## in the partner screen as the personal

representativeandsavethemaster record.

Task 2:

Optional

Inthenextstep,youwanttoensurethatthenewpartnerinthemasterrecordwill

becontrolledautomaticallyinsalesdocumentsofdocumenttypeZA##.

1. CreateanewpartnerdeterminationprocedureY##withdescriptionOrder

procedure##fortheobject”salesdocument type”.

2. Enter the following partner functions:

- SP Sold-toparty(cannotbechanged,mandatoryfunction)

- SH Ship-to party (mandatory function)

- BP Bill-to party (mandatory function)

- PY Payer (mandatory function)

- 9# Representative ##

- VE Sales employee

Continued on next page

214

Group number	Proced.	Group number	Proce- dure	Group number	Proce- dure
01	YA	07	YG	13	YM
02	YB	08	YH	14	YN
03	YC	09	YI	15	YO
04	YD	10	YJ	16	YP
05	YE	11	YK	17	YQ
06	YF	12	YL	18	YR

Group number	Proced.	Group number	Proce- dure	Group number	Proce- dure
01	YA	07	YG	13	YM
02	YB	08	YH	14	YN
03	YC	09	YI	15	YO
04	YD	10	YJ	16	YP
05	YE	11	YK	17	YQ
06	YF	12	YL	18	YR

Group number	Partner function	Group number	Partner function	Group number	Partner func- tion
01	9A	07	9G	13	9M
02	9B	08	9H	14	9N
03	9C	09	9I	15	9O
04	9D	10	9J	16	9P
05	9E	11	9K	17	9Q
06	9F	12	9L	18	9R

Group number	Proced.	Group number	Proce- dure	Group number	Proce- dure
01	YA	07	YG	13	YM
02	YB	08	YH	14	YN
03	YC	09	YI	15	YO
04	YD	10	YJ	16	YP
05	YE	11	YK	17	YQ
06	YF	12	YL	18	YR

Group number	Proced.	Group number	Proce- dure	Group number	Proce- dure
01	YA	07	YG	13	YM
02	YB	08	YH	14	YN
03	YC	09	YI	15	YO
04	YD	10	YJ	16	YP
05	YE	11	YK	17	YQ
06	YF	12	YL	18	YR

Group number	Partner function	Group number	Partner function	Group number	Partner func- tion
01	9A	07	9G	13	9M
02	9B	08	9H	14	9N
03	9C	09	9I	15	9O
04	9D	10	9J	16	9P
05	9E	11	9K	17	9Q
06	9F	12	9L	18	9R

Group number	Proced.	Group number	Proce- dure	Group number	Proce- dure
01	YA	07	YG	13	YM
02	YB	08	YH	14	YN
03	YC	09	YI	15	YO
04	YD	10	YJ	16	YP
05	YE	11	YK	17	YQ
06	YF	12	YL	18	YR

Group number	Proced.	Group number	Proce- dure	Group number	Proce- dure
01	YA	07	YG	13	YM
02	YB	08	YH	14	YN
03	YC	09	YI	15	YO
04	YD	10	YJ	16	YP
05	YE	11	YK	17	YQ
06	YF	12	YL	18	YR

Group number	Partner function	Group number	Partner function	Group number	Partner func- tion
01	9A	07	9G	13	9M
02	9B	08	9H	14	9N
03	9C	09	9I	15	9O
04	9D	10	9J	16	9P
05	9E	11	9K	17	9Q
06	9F	12	9L	18	9R