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Unit11: MaterialDetermination,ListingandExclusion SCM605

Figure 89: Automatic Product Selection -MasterData

Thesequenceofthesubstitutionmaterialsinthemasterdatainfluencestheresult

of the automatic product selection in theorder.

If you want the material that is first entered in the order to be included in the

substitution, thenyoumustenteritinthesubstitutionslist.

• CaseA:Theoriginalmaterialisinthefirstplaceinthelist,anditsavailable

stockisincludedinthesubstitution. Thesystemthenreferstotheavailable

stockfor thenext material inthemaster record.

• CaseB:First, thesystemusesuptheavailablestockfor thematerialsthat

appearinthemasterrecordbeforethematerialthathasbeenentered. Only

when these stockshavebeen used up, doesit includethat material in the

substitution.

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SCM605 Lesson: Material Determination

Figure 90: MaterialDetermination-Condition Technique (1)

Figure 91: MaterialDetermination-Condition Technique (2)

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Figure92: MaterialDetermination-ConditionTechnique(3)

Figure93: MaterialDetermination-ConditionTechnique(4)

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SCM605 Lesson: Material Determination

Figure 94: MaterialDetermination-Condition Technique (5)

Figure 95: MaterialDetermination-Condition Technique (6)

The condition technique provides more flexibility in modeling material

determination and product selection.

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Unit11: MaterialDetermination,ListingandExclusion SCM605

Youcanassignamaterialdeterminationproceduretoeachsalesdocumenttype.

TheprocedurecontainsalloftheCustomizinginformationthatthesystemneeds

formaterialdetermination. Theprocedureincludesoneormoredefinedcondition

types

Oneaccesssequence(searchstrategy)isassignedtoeachconditiontype.

Eachaccesssequenceconsistsofoneormoreaccesses.

Eachaccesscontainsexactlyoneconditiontable. Thisrepresentsthesearchkey

thatthesystemusestosearchforavalidmasterrecord.

Youcanactivateananalysisofthematerialdeterminationinthesalesdocument.

The system then displays detailed information on how the materials were

determined.

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SCM605 Lesson: Material Determination

Exercise 14: Material Determination

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Set up the functions for material determination and use these in sales

processes.

Business Example

Exchange of materials is an importantrequirement of your sales process. You

wouldliketoexchangestandarditemsforpromotionalmaterialsforinstanceor

exchangecertainitemsforotheritemsiftheyarenotavailable.

Task 1:

MaterialT-ATB## isto be replaced with materialT-ATA## automatically for a

period of two months.

1. Create the relevant master record for material determination. Choose

determination type A001.

2. CreateatradefairorderZA##withpurchaseordernumber##LO605-ZA##09

forsold-topartyT-S62A##andmaterialT-ATB##. Checkwhetherthesystem

replaces the material automatically.

3. Inwhichsalesdocumentviewcanyoufindinformationaboutthematerial

entered(andifnecessarythereasonforsubstitution)?

View: __________________________________________

Task 2:

Youwouldlikeyouremployeesinsalesorderprocessingtobeabletocallupa

selection list for certain products, from which they can then choose a suitable

material.

1. Create a reason for substitution Z## with the description Substitution ##

in Customizing.

2. Enter a material determination master record with the description

MONITOR## and reason for substitution Z##. In the master record, list

the materials T-ATA##, T-ATB## and T-ATC##. The data record is valid

for two months.

3. CreateatradefairorderZA##withpurchaseordernumber##LO605-ZA##10

for sold-to party T-S62A##. Instead of entering the material, enter

MONITOR##andchecktheeffectofyourmasterrecord.

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Unit11: MaterialDetermination,ListingandExclusion SCM605

Solution 14: Material Determination

Task 1:

MaterialT-ATB##is tobe replaced with materialT-ATA## automatically for a

period of two months.

1. Create the relevant master record for material determination. Choose

determination type A001.

a) Master record for material determination

Logistics→Salesand Distribution→MasterData→Products→

Material Determination→ Create

Materialdetermin. type: A001

Entry Material: T-ATB##

Material: T-ATA##

→ Save → Exit

Hint: Thevalidityperiodofthemasterrecordwasproposed

fromCustomizingofconditiontypeA001.

2. CreateatradefairorderZA##withpurchaseordernumber##LO605-ZA##09

forsold-topartyT-S62A##andmaterialT-ATB##. Checkwhetherthesystem

replaces the material automatically.

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

ZA##) → Create

3. Inwhichsalesdocumentviewcanyoufindinformationaboutthematerial

entered(andifnecessarythereasonforsubstitution)?

View: __________________________________________

View: Itemdata: SalesA,

Field: Entered Material

Continued on next page

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SCM605 Lesson: Material Determination

Task 2:

Youwouldlikeyouremployeesinsalesorderprocessingtobeabletocallupa

selection list for certain products, from which they can then choose a suitable

material.

1. Create a reason for substitution Z## with the description Substitution ##

in Customizing.

a) Substitution reason

IMG → Sales and Distribution → Basic Functions → Material

Determination→DefineSubstitutionReasons

Button: New Entries

Substitutionreason: Z##

Description: Substitution ##

Strategy: A

→ Save → Exit

2. Enter a material determination master record with the description

MONITOR## and reason for substitution Z##. In the master record, list

the materials T-ATA##, T-ATB## and T-ATC##. The data record is valid

for two months.

a) Master record for material determination

Logistics→SalesandDistribution→MasterData →Products→

Material Determination → Create

Materialdetermin. type: A001

Inc. mat: MONITOR##

Material: T-ATA##

Reason: Z##

→Selectentry→Goto→Alternativematerials→Enteradditional

materials → Save → Exit

3. CreateatradefairorderZA##withpurchaseordernumber##LO605-ZA##10

for sold-to party T-S62A##. Instead of entering the material, enter

MONITOR##andchecktheeffectofyourmasterrecord.

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

ZA##) → Create

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Unit11: MaterialDetermination,ListingandExclusion SCM605

Lesson Summary

You should now be able to:

• Explainandusethematerialdeterminationandproductselection

• Explain how to configure customizing so that these functions meet your

needs

• Create master records

• Understandandanalyzethesettingsforthesefunctionsinthesalesdocument

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SCM605 Lesson: Material Listing and Exclusion

Lesson: Material Listing and Exclusion

Lesson Overview

This lesson describes material listing and exclusion from the application

perspectiveaswellastheunderlyingCustomizingforthis.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Explainandusethemateriallistingandexclusionfunctions.

Business Example

Your company offersa widerange of products.

For various reasons, certain customers can only access certain parts of your

product range.

Figure 96: Material Listing

Youwanttomakesurethatyourcustomerreceivesonlyspecificmaterials. You

enter these materials as a material listing.

Themateriallistingiscontrolledbytheconditiontechnique.

Intheaboveexample,youhavecreatedmasterrecordswithakeyforthecustomer

andmaterialnumbers. Thiskeyisdeliveredinthestandardsystem. Theaccess

sequence for the condition type guarantees that the system searches for valid

master recordsbothforthesold-topartyandthepayer.

Youcan also defineyour ownkeys, for example:

• Customer group/material

• Customer/product hierarchy

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Unit11: MaterialDetermination,ListingandExclusion SCM605

You definein thesales document type whether thesystem checks the material

listing or not.

Figure 97: Material exclusion

Youwanttoensurethatthecustomerdoesnotreceivecertainmaterials. Youenter

thesematerialsasamaterialexclusion. Thematerialexclusionisalsocontrolled

with the condition technique.

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SCM605 Lesson: Material Listing and Exclusion

Exercise 15: Material Listing and

Exclusion

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Set up the functions for material listing and exclusion and use these in

sales processes.

Business Example

You would like to control which customers can access certain parts of your

productrange. Asaresult, certainproductsneed tobelistedthen excludedfor

certain customers.

Task 1:

A discussion between the sales department and customer T-S62A## reveals

that the customer can only use materialsT-ATA##, T-ATB## and T-ATC## in

productionandthereforedoesnotrequireanyotherproducts.

1. Enteracondition record for thematerial listing.

2. ChecktheeffectofthismaterialmasterbycreatingatradefairorderZA##

forcustomerT-S62B##withpurchaseordernumber##605-ZA##12. Enter

anotheritemwithmaterialT-ATA##andmaterialT-ATF##.

Which item cannot be created and why?

__________________________________________________________

Task 2:

AdiscussionbetweenyoursalesdepartmentandcustomerT-S62B##revealsthat

thecustomernolongerwishestopurchasematerialsT-ATF##orT-ATG##.

1. Enteraconditionrecordforthematerialexclusion.

2. Checktheeffectofthismaterialmasterrecordbycreatingatradefairorder

(ZA##)forcustomerT-S62B##withpurchaseordernumber##605-ZA##11.

TrytocreateanitemwithmaterialsT-ATA##andT-ATF##.

Which item cannot be created and why?

___________________________________________________________

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Unit11: MaterialDetermination,ListingandExclusion SCM605

Solution 15: Material Listing and Exclusion

Task 1:

A discussion between the sales department and customer T-S62A## reveals

that the customer can only use materials T-ATA##, T-ATB## and T-ATC## in

productionandthereforedoesnotrequireanyotherproducts.

1. Enteraconditionrecordfor thematerial listing.

a) Master record for material listing

Logistics→Salesand Distribution→MasterData→Products→

Listing/Exclusion→ Create

List/excl. type: A001

→ Keycombination: Customer/material

Customer: T-S62A##

→ Maintain Materials → Save→ Exit

2. ChecktheeffectofthismaterialmasterbycreatingatradefairorderZA##

forcustomerT-S62B##withpurchaseordernumber##605-ZA##12. Enter

anotheritemwithmaterialT-ATA##andmaterialT-ATF##.

Which item cannot be created and why?

__________________________________________________________

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

ZA##) → Create

b) Whichitem cannot be created and why?

MaterialT-ATF##cannotbeenteredinthedocument.

Message: MaterialT-ATF##isnotallowedbecauseitisnotlisted.

Continued on next page

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SCM605 Lesson: Material Listing and Exclusion

Task 2:

AdiscussionbetweenyoursalesdepartmentandcustomerT-S62B##revealsthat

thecustomernolongerwishestopurchasematerialsT-ATF##orT-ATG##.

1. Enteraconditionrecordforthematerialexclusion.

a) Master record for material exclusion

Logistics→SalesandDistribution→MasterData →Products→

Listing/Exclusion → Create

Listing/Excl. type: B001

Customer: T-S62B##

→Maintain materials → Save→ Exit

2. Checktheeffectofthismaterialmasterrecordbycreatingatradefairorder

(ZA##)forcustomerT-S62B##withpurchaseordernumber##605-ZA##11.

TrytocreateanitemwithmaterialsT-ATA##andT-ATF##.

Which item cannot be created and why?

___________________________________________________________

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

ZA##) → Create

b) Which item cannot be createdand why?

MaterialT-ATF##cannotbeenteredinthedocument.

Message: Material T-ATF## is not allowed because it has been

excluded.

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Unit11: MaterialDetermination,ListingandExclusion SCM605

Lesson Summary

You should now be able to:

• Explainandusethemateriallistingandexclusionfunctions.

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SCM605 Unit Summary

Unit Summary

You should now be able to:

• Explainandusethematerialdeterminationandproductselection

• Explain how to configure customizing so that these functions meet your

needs

• Create master records

• Understandandanalyzethesettingsforthesefunctionsinthesalesdocument

• Explainandusethemateriallistingandexclusionfunctions.

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UnitSummary SCM605

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Unit 12

Free Goods

Unit Overview

Thisunitexplainsautomaticfreegoodsdetermination.

Unit Objectives

After completing thisunit, you will beableto:

• Set up automatic freegoodsdetermination.

Unit Contents

Lesson: Free Goods............................................................276

Exercise 16: Free Goods..................................................283

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Unit12: FreeGoods SCM605

Lesson: Free Goods

Lesson Overview

Thislessondealswithautomaticfreegoodsdetermination.

Lesson Objectives

After completingthislesson, you will beable to:

• Set up automatic free goodsdetermination.

Business Example

• Freegoodsplayalargeroleinpricenegotiationswithyourcustomers.

• As a result, you want to be able to determine free goods and place them

in sales documents automatically.

• Youareresponsibleforautomatingdeterminationoffreegoods,bearingin

mindthat certain informationrelated tothefreegoodshastobesupplied

to Controlling.

Figure 98: Exclusive and Inclusive Bonus Quantities (1)

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SCM605 Lesson: Free Goods

Figure 99: Exclusiveand Inclusive Bonus Quantities (2)

In industry sectors such as retail, the chemicals industry or consumer goods

industry,itiscommontoprovidediscountsintheformoffreegoods.

Freegoodscanbepartoftheorderquantitynotincludedintheinvoice. Thisis

calledaninclusivebonusquantity. Theorderedgoodsandthefreegoodsboth

involvethesamematerial. Thequantityunitsofthefreegoodsandorderedgoods

must be the same.

Freegoodscanalsotaketheformof extragoodsthatarefreeofcharge. These

are called exclusive bonus quantities.

Inexclusivebonusquantities, theextra goods are delivered free of chargeand

arenot includedintheinvoice. Thiscan eitherbeanadditionalquantityof the

goods ordered or it can be another article.

Theexclusivefreegoodsappearinthesalesdocumentasaseparate,free-of-charge

item.

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Unit12: FreeGoods SCM605

Figure 100: Free Goods in the Sales Order

Both forms of free goods are handled in the same way in the sales order. The

materialthathasbeenorderedisenteredasamainitemandthefreegoodsmaterial

is automatically displayed as a sub-item.

The item category determines how the item is controlled later in the business

process(forexample,fordeliveryorpricing). ItemcategoriesTANandTANN

are used in the standard SAP system. The system determines the free goods

automatically by accessing the relevant condition records. The system then

accessesthefreegoodsmasterrecordwiththepricingdate.

Asinearlierreleases,youcanalsoenterfreegoodsmanuallybyenteringdatain

the higher-level item and item category fields (TANN). In this case however,

the system doesnot refer to thefreegoodsmaster record, and settingssuch as

automaticreductionofthemainitemquantityforinclusivequantitiesorcertain

controls for the delivery are not available.

Thesystemre-readsthefreegoodsmasterrecordinthesalesorderifthequantities

inthemainitemchangeorifthepricingdatechanges. Thesystemthendeletesthe

sub-itemsandre-createsthem. Anymanualchangestothefreegoodsquantity

are lost.

Ifpricingisre-runinthesalesorder,itdoesnotaffectthefreegoodsdetermination.

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SCM605 Lesson: Free Goods

Figure 101: Free Goods - Master Data

Theconditiontechniqueisusedforfreegoods. Freegoodsaregenerallyregarded

asasupplementtothepricingagreementforamaterial.

Youmaintainthefreegoodsinthemasterrecordsforsalesby:

• Using a different menu entry

• Going to Prices and Discounts/surcharges when maintaining the master

records

Youcandefinemasterrecordsforfreegoodsatanylevel-forexample,material,

customer/material,pricelistcategory/currency/materialorcustomerhierarchy

/ material.

Youcanrestrictmasterrecordsforonelevelinmanydifferentways:

• Validityperiod: Theconditionisonlyvalidwithinthisperiod.

• Minimumquantity: Theconditioncomesintoaffectwhenthisquantityhas

been exceeded

• Calculation rule: see next slide

• Scales

You can process different master data with the same key for inclusive and

exclusivebonusquantitiesatthesametime. Youonlyneedtopressabuttonto

switch between the two types of discount.

Whenyouenteranexclusivebonusquantity, anextraentrylineappearswhere

youcanenterthegoodsitemifitisnotthesameastheorderedmaterial.

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Unit12: FreeGoods SCM605

Figure 102: Free Goods - Calculation Rule

Whenyouspecifyacalculationrule,youdecidehowthesystemdeterminesthe

freegoodsquantityfromtheadditionalanddocumentquantities.

• Thefreegoodsquantityisthequantityfromwhichthediscountiscalculated

(not the minimum quantity).

• Theadditionalquantityisthequantitydeliveredfree-of-charge.

• The document quantity is the quantityentered by the person creating the

sales order.

Three calculation rules are provided in the standard system. The following

example describes how they work:

Youoffersupply20unitsoffreegoodsforafreegoodsquantityof100units.

Thecustomer orders162units(document quantity).

• Rule1Prorated: 32unitsoffreegoods[162*(20/100)=roundeddown]

• Rule 2Related tounits: 20unitsof freegoods[ 100*(20/100) =rounded

down ]

• Rule3Wholeunits: 0unitsfreegoods[162isnotacompleteunitof100]

CalculationrulesarestoredinthesystemintheformofABAP/4code.

You can also define your own rules (transaction VOFM, under menu entry,

formulas).

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SCM605 Lesson: Free Goods

Figure 103: Free Goods - Analyses and Accounting

YoucanseedetailedinformationaboutfreegoodsinAccountingoranalyses.

Revenues, sales deductions and costs of free goods can be transferred to

Accountingindifferentways,shownintheexamplesbelow. (MIt=mainitem,

SIt = sub-item)

• Scenario 1 (SAP standard system)

MIt: Not influenced by free goods

Slt: Pricingde-activated,calculationprice(VPRS)configuredascosts

• Scenario 2

MIt: Not influenced by free goods

SIt: Pricing activated for item category TANN with characteristic B (in

pricing procedure,

conditiontypeR100-100%discount-isactivatedbycondition55atlevel

819), discount is transferred as sales deduction and the calculation price

(VPRS) as costs.

• Scenario 3

MIt: Cumulationofcalculationpriceforlower-levelitemconfiguredatmain

item level (in copyingcontrol Delivery→Billing document), cumulated

calculation price transferred as costs

SIt: Pricing deactivated

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Unit12: FreeGoods SCM605

Figure 104: Free Goods - Condition Technique

The condition technique provides greater flexibility for using the free goods

functions.

Thesystemusestheinformationaboutthesalesareas, documentdetermination

procedure(fromthesalesdocumenttype)andcustomerdeterminationprocedure

(fromthecustomermaster)todeterminethefreegoodsprocedure.

Theprocedurecontainsalistoftheconditiontypesforfreegoods.

Oneaccesssequence(searchstrategy)isassignedtoeachconditiontype. Each

access sequenceconsistsof oneor moreaccesses.

Eachaccesscontainsexactlyoneconditiontable. Thisrepresentsthesearchkey

thatthesystemusestosearchforavalidmasterrecord.

Ifthesearchissuccessful,thesystemgeneratesasub-itemforthefreegoodsin

thedocument. TheitemcategoryisassignedwiththeitemcategoryusageFREE.

Pricingforbothitemsiscontrolledwiththeitemcategoryasnormal.

Youcanactivateananalysisofthefreegoodsdeterminationinthesalesdocument.

The system then displays detailed information on how the free goods were

determined.

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SCM605 Lesson: Free Goods

Exercise 16: Free Goods

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Createdifferent master recordsfor free goods

• Explain howfreegoodsaffect thesalesprocess

• Describe how to control free goods

Business Example

Youcanextendpricingbyusingfreegoodsintheformofexclusiveandinclusive

bonusquantities. Youmaketherelevantagreementswithyourcustomer. These

willbeautomaticallycontrolledbytheSAPSysteminthedocumentwhenyou

enter a sales order.

Task 1:

YouhaveagreedonapricereductionforcustomerT-S62A##intheformoffree

goods.

1. Create a free goods master record (free goods type NA00) for sales

organization1000anddistributionchannel10. Ifthecustomerordersatleast

20unitsofmaterialT-ATC##,10%ofthepurchasedquantityistobefreeof

charge. Thefree-ofchargematerialshouldbeaproportionofthequantityin

the higher-level item.

2. CreateatradefairorderZA##withpurchaseordernumber##LO605-ZA##13

forcustomerT-S62A##andmaterialT-ATC##. Orderquantityis10units.

What message appears?

____________________________________________________

3. Increasethequantityto40units. Whatarethequantitiesinthehigher-level

and sub-items?

Main item: _________________________

Sub-item: _________________________

Task 2:

Youmakeanother free goods agreement with customer T-S62E##for material

T-ATD##. The minimum order quantity is 20 units. You want to deliver one

free-of-chargeunitofmaterialT-ATA##foreach20unitsordered.

1. Createtherelevantmasterrecordforsalesorganization1000anddistribution

channel 10.

Continued on next page

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Unit12: FreeGoods SCM605

2. Intherecord, indicatethatthesystemonlydeterminesthequantityof the

free-of-chargematerialinmultiplesofthefreegoodsquantity.

3. CreateatradefairorderZA##withpurchaseordernumber##LO605-ZA##14

forcustomerT-S62E##andmaterialT-ATD##. Orderquantityis40units.

Task 3:

Optional

The system automatically created a free goods sub-item for the order with

purchase order number ##LO605-ZA##14. The system runs pricing for this

sub-item even though it is free of charge.

1. Whichitemcategorydidthesystemfindforthesub-itemandwhichkeydid

it use?

Itemcategory:

_______________________

Key:

______________________

2. WhichsettingsinCustomizingaffectpricingforthefree-of-chargeitem?

____________________________________________________

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SCM605 Lesson: Free Goods

Solution 16: Free Goods

Task 1:

YouhaveagreedonapricereductionforcustomerT-S62A##intheformoffree

goods.

1. Create a free goods master record (free goods type NA00) for sales

organization1000anddistributionchannel10. Ifthecustomerordersatleast

20unitsofmaterialT-ATC##,10%ofthepurchasedquantityistobefreeof

charge. Thefree-ofchargematerialshouldbeaproportionofthequantityin

the higher-level item.

a) Logistics → Sales and Distribution → Master Data → Conditions

→ Free Goods→ Create

Discount type: NA00

Customer: T-S62A##

Material: T-ATC##

Lowest quantity: 20

For: 10

Unit of measure: PC

are free goods: 1

Unit of measure: PC

Calculation type: 1

Freegoodsdeliverycontrol(L): blank

Save → Exit

2. CreateatradefairorderZA##withpurchaseordernumber##LO605-ZA##13

forcustomerT-S62A##andmaterialT-ATC##. Orderquantityis10units.

What message appears?

____________________________________________________

a) Order

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

ZA##) → Create

b) What message appears?

Minimumquantityof20PCoffreegoodshasnotbeenreached.

Continued on next page

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Unit12: FreeGoods SCM605

3. Increasethequantityto40units. Whatarethequantitiesinthehigher-level

and sub-items?

Main item: _________________________

Sub-item: _________________________

a) Main item: 36 pieces

Sub-item: 4 pieces

Task 2:

You makeanother free goods agreement with customer T-S62E##for material

T-ATD##. The minimum order quantity is 20 units. You want to deliver one

free-of-chargeunitofmaterialT-ATA##foreach20unitsordered.

1. Createtherelevantmasterrecordforsalesorganization1000anddistribution

channel 10.

a) Logistics → Sales and Distribution → Master Data → Conditions

→ Free Goods → Create

Discount type: NA00

Button: Exclusive BQ

Customer: T-S62E##

Material: T-ATD##

Lowest quantity: 20

For: 20

Unit of measure: PC

Additional quantity: 1

Unit of measure: PC

Additional matl: T-ATA##

2. Intherecord, indicatethatthesystemonlydeterminesthequantityof the

free-of-chargematerialinmultiplesofthefreegoodsquantity.

a) Calculation type (ReR): 2

3. CreateatradefairorderZA##withpurchaseordernumber##LO605-ZA##14

forcustomerT-S62E##andmaterialT-ATD##. Orderquantityis40units.

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

ZA##) → Create

Continued on next page

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SCM605 Lesson: Free Goods

Task 3:

Optional

The system automatically created a free goods sub-item for the order with

purchase order number ##LO605-ZA##14. The system runs pricing for this

sub-item even though it is free of charge.

1. Whichitemcategorydidthesystemfindforthesub-itemandwhichkeydid

it use?

Itemcategory:

_______________________

Key:

______________________

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

ZA##) → Create

Itemcategory: TANN

IMG→SalesandDistribution→BasicFunctions→FreeGoods→

ItemTypeDeterminationforFreeGoodsItem

Key: ZA##/NORM/ FREE/TAN

2. WhichsettingsinCustomizingaffectpricingforthefree-of-chargeitem?

____________________________________________________

a) IMG → Sales and Distribution→ Basic Functions → Free Goods

→ Control Free Goods Pricing → Control pricing for free goods

item category

→ Item category:

Pricing: BPricingFreegoods(100%discount)

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Unit12: FreeGoods SCM605

Lesson Summary

You should now be able to:

• Set up automatic free goodsdetermination.

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SCM605 Unit Summary

Unit Summary

You should now be able to:

• Set up automatic freegoodsdetermination.

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UnitSummary SCM605

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Unit 13

Sales Workshop

Unit Overview

The workshop providesyou with an opportunity to consolidatetheknowledge

taughtinthecourseusingintegratedexercisescenarios. Forthis,youcanselect

from three different scenarios: employee sales, bills of materials or material

determination.

Unit Objectives

After completing thisunit, you will beableto:

• Setupacashsalesscenariowiththesalesworkshopforthesaleofmaterials

to your own employees.

• Controlthevariousfunctionsofbillsofmaterialatmainandsub-itemlevel.

• Expandtheconditiontechniqueinmaterialdeterminationsothatthismaybe

bothcustomer-specificandnoncustomer-specific.

Unit Contents

Lesson: Sales Workshop: Sales to Employees Scenario ................292

Exercise 17: Sales Workshop: Sales to Employees Scenario .......295

Lesson: Sales Workshop: Bills of Materials Scenario .....................315

Exercise 18: Sales Workshop: Bills of Materials Scenario............319

Lesson: Sales Workshop: Material Determination Scenario..............349

Exercise 19: Sales Workshop: Material Determination Scenario....353

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Unit13: SalesWorkshop SCM605

Lesson: Sales Workshop: Sales to Employees Scenario

Lesson Overview

Thislessonlooksatthesubjectofcashsalestoemployeesinyourowncompany.

Lesson Objectives

After completingthislesson, you will beable to:

• Setupacashsalesscenariowiththesalesworkshopforthesaleofmaterials

to your own employees.

Business Example

Companyemployeesareoftenabletobuygoodsfromtheircompanyatreduced

prices.

Inthefollowingscenario,itisyourjobtocreatethisprocessforyourcompany-

IDES.IDEShassetupitsownshopwhereemployeescanpurchaseitsproducts

at reduced rates.

Figure 105: Sales to Employees - Orders

Goodsofferedtoemployeesatreducedpricescanbeobtainedfromashopsetup

specially for employees.

Employees select their goods, take them from the shelves and then proceed to

checkout. Since employees can only buy the goods that are in the shop, an

availabilitycheckandtransferofrequirementsarenotnecessary.

Youshouldonlycreateorderswithanetvalue. Thispreventsdocumentswithout

itemsorwithfreeitemsfrombeingcreatedinthesystem.

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

Noindividual customermaster dataforemployeesismaintainedinthesystem.

Employee orders are processed using a collective master record (one-time

customer account).

Employees generally receive a discount of 15% off the material price. Some

materials can also have a higher discount.

Assoonemployeeshavepaid,theyaregivenaninvoicewhichservesasareceipt.

Employees take the goodsaway immediately.

Figure 106: Sales to Employees - Delivery

Thesystemautomaticallycreatesthedeliveryoncethesalesdocumenthasbeen

saved.

Pickingisnotnecessary,astheemployeescanonlybuygoodswhichareavailable

in the shop.

Goods issue can be posted manually for a single delivery, or automatically in

the background at the end of each day.

Figure 107: Sales to Employees - Billing Document

Becausethegoodsaredeliveredassoon astheorder hasbeensaved, theorder

quantityisalwaysthesameasthegoodsissuequantity. Thesystemthuscreates

an order-related billing document.

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Billing documents are created automatically in acollectiverun by running the

billinglist duringnight-timeprocessingfor instance.

Inthefinancialaccountingdocument,thebilledamountispostedtoaspecialcash

salesaccount. Therearenoreceivablesforthecustomer.

Sales to Employees - Tasks

• Createasalesdocumenttypeforsalestoemployees

• Defineanewitemcategoryfortheorderanddelivery

• Control important fields for processing sales to employees in the

incompleteness procedure

• Createacustomermasterrecordforone-timecustomers

• Extend pricing to include employees

• Createanoutputmasterrecordfor theinvoice

• Test sales to employees in the system

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

Exercise 17: Sales Workshop: Sales to

Employees Scenario

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Set up newdocumenttypesanditemcategories

• Createcustomer master recordsforCPDcustomers

• Set up price determination

• Set up message determination

• Set up the incompletion log.

Business Example

Yourcompanyproducescomputers. Youremployeescanbuyinthecompanyshop

eitheratcostpriceoratdiscountedpricesforemployees.

Theyhavetopayincashandtaketheirpurchaseswiththemstraightaway. The

employeethen receivesaninvoice for acash sale.

Thegoodsissuepostingandthebillingdocumentcreationcanthenbeperformed

inautomaticprocesses,forexample,attheendoftheday.

Task 1:

Sales document type

Set upthesalesdocument typeZB##MA##sale.

1. Todo this, copytheCS Cash Sales order type.

Ensure thatall relatedtableentriesare copied.

2. Configurethenewdocumenttypesothattheshippingconditionassoonas

possible (01) is found.

3. Awiderangeofchecksandfunctionscanbeactivatedinthesalesdocument

type,suchascheckingforopencontractsorsearchingforcustomermaterial

inforecords. Thesecheckstakeplaceindocumentprocessingandtherefore

affect system performance.

Ensure that all the checks and functions you do not need have been

deactivated.

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Unit13: SalesWorkshop SCM605

4. Whichentrypreventstheuserfromsavingincompletedocuments?

5. WhateffectdoestheentryintheShippingconditionsfieldhave?

6. Whichentrycausesadeliverytobecreatedautomatically when thesales

document is saved?

7. Which entries ensure that the current date is used automatically as the

requested delivery date?

8. What isthedocument typefor thedelivery?

9. Make sure that the system does not propose a billing document for

delivery-related transactions.

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

Task 2:

Item category in sales and delivery

Createaseparateitemcategorytoenableanitemcontrolthatisindependentof

cash sales.

1. CreateanewitemcategoryZB##bycopyingtheitemcategoryBVN.

Usethesettingsfromtheoriginalitemcategory.

2. MakesurethatitemcategoryZB##isautomaticallydeterminedformaterials

withitemcategorygroupNORMinsalesdocumenttypeZB##.

3. Change item category ZB##for deliveries.

Pickingisnotneededbecausethegoodsthatareboughtarealreadyinthe

employeeshop. Therefore, deactivatethe Relevantforpickingfieldinthe

item category ZB## of the delivery.

Task 3:

Incompleteness

Createanewincompletenessprocedureatheaderlevel.

1. CopytheincompletenessprocedurethatcontrolsdocumenttypeCS.First,

determinewhichincompletenessprocedureisused,thencopythekeyentry.

(Note: Dialogbox: “Warning,youarenotwithinthecustomernamespace”;

you can choose Enter to skip thismessage)

Key: 60+##

Description: MA## sales header

(Example for determining the key

forseat20: Maintainitem80: 60+seatno. 20=80)20=80

forseat01: Maintainitem61: 60+seatno. 01=61)01=61)

2. Change thenew incompletenessprocedure:

–Removetheentryforthepurchaseordernumber.

– To stop the system from creating free-of-charge documents, fill in the

Net Value field of the Order.

– Copy the Sales office field.

3. Assigntheproceduretosalesdocumenttype ZB##.

Makesurethatincompletedocumentscannotbesaved.

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Unit13: SalesWorkshop SCM605

Task 4:

Customer master record

Theemployeeshavetobesavedinthesystemascustomerssothatyoucancreate

orders for them.

Duringprojectplanning,itwasdecidedthatanindividualcustomermasterrecord

isnotneededfor eachemployee. Instead, acollectivemasterrecord(one-time

customeraccount) canbeusedforemployeesales.

1. Createacustomer master recordaccordingly:

Number: MA##

Company code: 1000 IDES AG

Sales area 1000 10 00

Account group: CPDcustomer(CPDA)

Reference:

Customer: CPD-LO615(samplecustomer)

Company code: 1000 IDES AG

Sales area: 1000 10 00

General data

→Tabpage: Address:

Name: Employee ##

Search term: MA##

Sales area data

→Tabpage: Sales:

Sales office: 1000 Frankfurt

→Tabpage: Billingdocument:

Incoterms: CPT (carriage paid to)

Terms of payment: 0001(immediatepaymentduenet)

Tax classification: 1

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

Task 5:

Pricing

Yoursalesmanagerhasdecidedthateachemployeemayreceiveabasicdiscount

of 15%.

1. Maintainamasterrecordforacustomer-dependentdiscount(conditiontype:

K007 customer discount) of 15%..

Task 6:

Printing the invoice

Thesystemshouldprinttheinvoiceautomaticallyassoonasthesalesdocument

has been saved.

1. Create an output master data record. You can also use the output master

recordofthecashsalesforthis. UseoutputtypeRD03.

2. Theoutput hasbeen configuredsothat itissentto thebill-toparty. . Set

upthemasterrecordsothatoutputisprintedassoonasthedocumenthas

been saved.

3. Maintain the following communication data for the output master record

you just maintained:

Output device: LP01

Number of messages: 1

Task 7:

Sales to Employees

Testyoursettingsbytryingtocreateasaletoanemployee.

1. Create a sale to an employee.

Customer: MA## (Enter address)

2. What are the termsof delivery for theorder?

______________________________________________________________

3. What are the termsof payment for the order?

______________________________________________________________

4. Can you savethedocument? Why/ why not?

______________________________________________________________

5. Enter two items

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Unit13: SalesWorkshop SCM605

Material: T-ATM## (1 unit)

Material: T-ATN## (1 unit)

What discount did the system find?

_____________________________________________________________

6. Which item categories did the system find for the items in the sales

document?

______________________________________________________________

7. Savetheorder. Doesthesystemautomaticallycreateadelivery?

______________________________________________________________

8. Checkwhetherthesystemautomaticallyprintedtheoutputwhenyousaved

the sales document.

______________________________________________________________

9. What type of delivery has been created?

______________________________________________________________

10. Whichitemcategorydoesthesystemfindforthedeliveryitems?

______________________________________________________________

Post the goods issue.

11. Createabillingdocument for thetransaction

______________________________________________________________

Whichdocumentdoesthebillingdocumentreferto?

12. Where is this set in Customizing?

______________________________________________________________

13. Whatisthedocumenttypeforthebillingdocument?

______________________________________________________________

14. Check the accounting document. Which accounts were the incoming

payments posted to?

______________________________________________________________

15. Didthesystemautomaticallydetermineanoutputinthebillingdocumentfor

printing the invoice? Why / why not?

______________________________________________________________

16. Look at the document flow for the whole process. Check the overall

processingstatusoftheindividual documents.

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

Solution 17: Sales Workshop: Sales to

Employees Scenario

Task 1:

Sales document type

Set upthesalesdocument typeZB##MA##sale.

1. Todo this, copytheCS Cash Sales order type.

Ensure thatall relatedtableentriesare copied.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentHeader→DefineSalesDocumentTypes→Selectsales

document type BV → Button: Copy

Key: ZB##

Description: MA## sale

Press Enter to confirm

Dialogbox(confirmationprompt): Istheentryrelevant for copying

control?

Choose Yes to confirm

Save the transaction.

2. Configurethenewdocumenttypesothattheshippingconditionassoonas

possible (01) is found.

a) Set upthenew document typeasfollows:

IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentHeader→DefineSalesDocumentTypes

Call the salesdocument type ZB## you have just set up. Make the

following changes and checks.

Button: Change

Shippingconditionfield: 01(assoonaspossible)

Save

3. Awiderangeofchecksandfunctionscanbeactivatedinthesalesdocument

type,suchascheckingforopencontractsorsearchingforcustomermaterial

inforecords. Thesecheckstakeplaceindocumentprocessingandtherefore

affect system performance.

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Unit13: SalesWorkshop SCM605

Ensure that all the checks and functions you do not need have been

deactivated.

a) You can deactivatethe following checks:

• Credit limit

• PO number

• Commitment date

• Notesonquotations,outlineagreementsandgroupcontracts

• Product attribute messages

• Payment cards

4. Whichentrypreventstheuserfromsavingincompletedocuments?

Answer: The"Incomplet. messages"fieldisactivated.

5. WhateffectdoestheentryintheShippingconditionsfieldhave?

Answer: Theshippingpointisdeterminedinthesalesdocumentfromthe

shipping condition, the delivering plant, and the loading group of the

material (see F1 Help for the field).

6. Whichentrycausesadeliverytobecreatedautomatically when thesales

document is saved?

Answer: TheImmediatedeliveryfieldisActivatedbyentry: X:Generate

deliveryimmediatelyifquantityisconfirmedfortoday.

7. Which entries ensure that the current date is used automatically as the

requested delivery date?

Answer:

• The "Lead time in days" field is blank.

• The"Proposedeliv. Date" fieldisactivated.

8. What isthedocument typefor thedelivery?

Answer: Informationscreen: Shipping: DeliverytypeCS

9. Make sure that the system does not propose a billing document for

delivery-related transactions.

a) DeletetheentryinthefieldDel.-rel. bill. doc. type: CS

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

Task 2:

Item category in sales and delivery

Createaseparateitemcategorytoenableanitemcontrolthatisindependentof

cash sales.

1. CreateanewitemcategoryZB##bycopyingtheitemcategoryBVN.

Usethesettingsfromtheoriginalitemcategory.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

Document Item → Define Item Category → Select item category

"BVN" → Button: Copy

Key: ZB##

Description: ZB## item

Choose Enter to confirm your entry.

Dialogbox(confirmationprompt): Istheentryrelevant for copying

control?

Confirm with YES

Save the transaction.

2. MakesurethatitemcategoryZB##isautomaticallydeterminedformaterials

withitemcategorygroupNORMinsalesdocumenttypeZB##.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentItem→AssignItemCategories→Button: Position:

Sales doc. type: ZB##

Item cat. group: NORM

Item usage: blank

ItemCat-HgLvItm: blank

Defaultitemcategory: ZB##(overwriteBVN)

→Button: Details→Deleteallalternateitemcategories

3. Change item category ZB##for deliveries.

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