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Unit13: SalesWorkshop SCM605

Pickingisnotneededbecausethegoodsthatareboughtarealreadyinthe

employeeshop. Therefore,deactivatetheRelevantforpickingfieldinthe

item category ZB## of the delivery.

a) IMG →Logistics Execution →Shipping → Deliveries → Define

Item Categories for Deliveries

Select your new item category: ZB##

SelectButtonDetailandmakeyourchanges.

→ Deactivatefield relevant forpicking

Save your entries.

Task 3:

Incompleteness

Createanewincompletenessprocedureatheaderlevel.

1. CopytheincompletenessprocedurethatcontrolsdocumenttypeCS.First,

determinewhichincompletenessprocedureisused,thencopythekeyentry.

(Note: Dialogbox: “Warning,youarenotwithinthecustomernamespace”;

you canchoose Enter to skip this message)

Key: 60+##

Description: MA## sales header

(Example for determining the key

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

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

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

a) Todeterminewhichincompletnessprocedurehasbeenused,checkthe

corresponding assignment under

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

Incomplete Items

AssignIncompletenessProcedures→Assignprocedurestothesales

document types → Procedure 11

→ Exit button to go back

IMG → Sales and Distribution → Basic Functions → Log of

IncompleteTerms→DefineIncompletenessProcedures →Select

error group A → Press the "Procedures" button → Press the

"Change"button→Selectprocedure11→Press"Copyas"

Key: 60+##

Description: MA## sales header

(Example for calculation of key

forplace20: Maintainentry80: 60+seatno. 20=80

forseat01: Maintainentry61: 60+seatno. 01=61)

Hint: Dialogbox: “Warning,youarenotwithinthecustomer

namespace”;youcanchooseEntertoskipthismessage)

→ Copy all entries

Choose Enter to confirm your entry.

Dialogbox(confirmationprompt): Istheentryrelevant for copying

control?

Choose YES to confirm this

Save the transaction.

2. Change thenew incompletenessprocedure:

–Removetheentryforthepurchaseordernumber.

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

Net Value field of the Order.

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– Copy the Sales office field.

a) Changethenewincompletenessprocedure:

→Selectnewprocedure60+##→Fieldsbutton

• Removetheentryforthepurchaseordernumber.

→ Select item → Delete button

• Tostopthesystemfromcreatingfree-of-chargedocuments,add

the Net value of the order field.

→ Button: New Entries

Table: VBAK

Field: NETWR

Tab: KKON

Status: 01

Warning: blank

Ranking: blank

• Copy the Sales office field.

Table: VBAK

Field: VKBUR

Screen: KKAU

Status: 01

Warning: blank

Rank: blank

Hint: You can use any status group because incomplete

documents cannot be saved (incompleteness control was

activatedin thedocument typeSE##).

3. AssigntheproceduretosalesdocumenttypeZB##.

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

Makesurethatincompletedocumentscannotbesaved.

a) → Exit

→Assign Incompleteness Procedures

→AssignprocedurestosalesdocumenttypesZB##

→ Procedure 60+##

Makesurethatincompletedocumentscannotbesaved.

→Setthe"Incomplet. messages"indicator

Task 4:

Customer master record

Theemployeeshavetobesavedinthesystemascustomerssothatyoucancreate

orders for them.

Duringprojectplanning,itwasdecidedthatanindividualcustomermasterrecord

isnot neededfor eachemployee. Instead, acollectivemaster record(one-time

customeraccount)can beusedfor employeesales.

1. Createacustomer master recordaccordingly:

Number: MA##

Company code: 1000 IDES AG

Sales area 1000 10 00

Account group: CPD customer(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:

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Unit13: SalesWorkshop SCM605

Incoterms: CPT (carriage paid to)

Terms of payment: 0001(immediatepaymentduenet)

Tax classification: 1

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

Partner→Customer→Create→Complete

Number: MA##

Company code: 1000 IDES AG

Sales Area 1000 10 00

Account group: One-timecustomer(CPDA)

Template:

Customer: CPD-LO615(samplecustomer)

Company code: 1000 IDES AG

Sales area: 1000 10 00

Click Enterto start maintenanceof data

General data

→Tabpage: Address:

Name: Employee ##

Search term: MA##

Sales area data

→Tabpage: Sales:

Sales Office: 1000 Frankfurt

→Billingscreen:

Incoterms: CPT(CarriagePaidTo)

Payment terms: 0001(immediatepaymentduenet)

Taxclassification: 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%..

a) →Logistics→SalesandDistribution→MasterData→Conditions

→Select Using Condition Type→Create

Condition type: K007

Keycombinationsbutton→Division/customer

Maintain the condition record

Customer: MA##

Rate: 15

PressEntertoretrievethedefaultdatafromthemessagetype

Save the condition record

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.

a) →Logistics→SalesandDistribution→MasterData

→Output→SalesDocument→Create→RD03

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

upthemasterrecordsothatoutputisprintedassoonasthedocumenthas

been saved.

Field: Salesdoctype: ZB##

Field: Role: BP

Field: Medium: 1

Field: Stage: 4

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

you just maintained:

Output device: LP01

Number of messages: 1

a) Ifyouexitedthetransactionformaintainingtheoutputmasterrecord,

calltheoutputmasterrecordyouhavejustcreatedinchangemode.

Sales document type: ZB##

Button: Execute

→ Button: Communication

Output device: LP01

Field: Outputimmediately activate

Field: Releaseafteroutput: Activate

Numberofmessages: 1

Save your entries.

Task 7:

Sales to Employees

Testyoursettingsbytryingtocreateasaletoanemployee.

1. Create a sale to an employee.

Customer: MA## (Enter address)

a) → Enter address

2. What arethe termsof deliveryfor theorder?

______________________________________________________________

a) →Tabpage: Sales→CPT(fromcustomermasterrecord)

3. What aretheterms of payment for theorder?

______________________________________________________________

a) →Tabpage: Sales→0001(fromcustomermasterrecord)

4. Can you savethedocument? Why/ why not?

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

______________________________________________________________

a) No. Youhavenotenteredanyitemssothenetvalueofthedocumentis

zero. Sincethe "Incompletenessmessages" indicator wasactivated,

you cannot savean incomplete document.

5. Enter two items

Material: T-ATM## (1 unit)

Material: T-ATN## (1 unit)

What discount did the system find?

_____________________________________________________________

a) →Selectitem10→Button. Conditions→K007

-15% customerdiscount hasbeen found

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

document?

______________________________________________________________

a) → Goto → Overview → Scroll to the right in the table → Item

category: ZB##

7. Savetheorder. Doesthesystemautomaticallycreateadelivery?

______________________________________________________________

a) →Yes. Message in the status bar:

MA##sales####hasbeensaved(Delivery####created)

8. Checkwhetherthesystemautomaticallyprintedtheoutputwhenyousaved

the sales document.

______________________________________________________________

a) →Changesalesdocument→Extras→Output→Header→Edit→

GreenTrafficLight =successfullyprocessed

Display the output on your screen.

In the sales document

→Salesdocument→Button: Viewheaderoutput

9. What type of delivery hasbeen created?

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______________________________________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation

→OutboundDelivery→Change→SingleDocument

Button: Button: Header details → Tab page “Administration”:

Delivery Type Field: CS

10. Whichitemcategorydoesthesystemfindforthedeliveryitems?

______________________________________________________________

Post the goods issue.

a) → Back

→ Select an item and choose the button “Item details”; Item

category: ZB##

→ Button: Post the goods issue

11. Createabillingdocument for thetransaction

______________________________________________________________

Whichdocumentdoesthebillingdocumentreferto?

a) Logistics→SalesandDistribution→Billing→BillingDocuments

→ Create

Thebillingdocumentreferstothesalesdocument.

12. Where is this set in Customizing?

______________________________________________________________

a) Customizing: SalesandDistribution→Sales→SalesDocuments→

SalesDocumentItem→DefineItemCategories

in item category ZB##

Relevant for billing field: B

13. Whatisthedocumenttypeforthebillingdocument?

______________________________________________________________

a) → See title bar of screen

Billing type: CS

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

payments posted to?

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SCM605 Lesson: Sales Workshop: Sales to Employees Scenario

______________________________________________________________

a) → Billing document → Change

→Environment →Displaydocument flow

→ Select accounting document

→ Button: Display document

→AccountNumber: 100000 Petty cash

15. Didthesystemautomaticallydetermineanoutputinthebillingdocumentfor

printing the invoice? Why / why not?

______________________________________________________________

a) No. Assoonastheorderwassaved,aninvoicewasprintedandgiven

to the customer.

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

processing statusof theindividual documents.

a) Logistics→SalesandDistribution→Sales→Order→Display

→Environment→DisplayDocument Flow

→ Select each document

→ Button: Status overview

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Lesson Summary

You should now be able to:

• Setupacashsalesscenariowiththesalesworkshopforthesaleofmaterials

to your own employees.

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Lesson: Sales Workshop: Bills of Materials Scenario

Lesson Overview

Thislessonlooksatcontrolofbillsofmaterialatmainandsub-itemlevel.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Controlthevariousfunctionsofbillsofmaterialatmainandsub-itemlevel.

Business Example

Severalmaterialscanoftenbesoldtogetherassetsorpackages. Thesearestored

intheSAPsystemasbillsofmaterial(BOMs). Eachseparatematerialinthebill

can be configured individually.

Your company, IDES, specializes in combining PC packages to meet the

customer'sindividualrequirements. Theindividualcomponentsarenotordered

untilthecustomerplacesanactualorder. Itisyourjobtocreatethesettingsfor

these PC packages.

Figure 108: BOMs - Requirements

YouareaspecialistinsellingPCsconfiguredaccordingtoindividualcustomer

requirements.

The components are obtained from a distributor who is in contact with the

producers in the Far East.

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Thecomponentsarenotorderedfromthedistributoruntilthecustomerhasplaced

anorderforthePC.Thisreduceswarehousestockandthuscapitaltie-up.

Your customersmay also orderreplacement parts.

The components of the PC come from different vendors. Requirements are

thereforetransferredtopurchasingatcomponentlevel. Thismeansthatoneorder

can generate several purchase orders.

Anavailabilitycheckisnotnecessaryintheorder becausethecomponentsare

ordered directly from the distributor.

ThedeliverynotemustcontaindetailsofboththePCandallitscomponents.

Theinvoicecontainsthewholepackagewiththequantitythatwasdelivered. All

the components should belisted in the invoice.

Figure 109: BOMs - Exploding BOMs in Sales Order1

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Figure 110: BOMs - Exploding BOMs in Sales Order2

Figure 111: BOMs - Exploding BOMs in Sales Order3

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Figure 112: BOMs - Exploding BOMs in Sales Order

Ifthereisabillofmaterialmasterrecordforthematerial,itcanbeexplodedinthe

salesdocument. ThisdependsonthesettingsyoumakeinCustomizing.

Thestructureisexplodedinthefollowingorderinthesalesdocument:

• Thematerial that hasa bill of material isentered intheorder. Thisisthe

main item of the bill of material.

• The item category of the main item is determined. This item category

controlswhether andhowtheBOM isexploded.

• If the BOM needs to be exploded, the system does it automatically. The

componentsarethenlistedinthedocumentassub-itemsforthemainitem.

• Thesystemdeterminesanitemcategoryforeachsub-item.

You can control the functions of each item category when you define it. The

schedulelinecategoriesaredetermineddependentontherespectiveitemcategory.

These settings can also be customized.

Bills of Material - Tasks

• Create bills of material

• Modify the sales document type

• Create your own item category group

• Createand assignyour own itemcategories

• Identifyandassignsuitableschedulelinecategories

• Generateanautomaticpurchaserequisition

• Test the bills of material in the application

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Exercise 18: Sales Workshop: Bills of

Materials Scenario

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Create item category groups

• Create sales BOMs

• Create and assign item categories

• Create and assign schedule line categories

• Set up automatic purchase requisitions.

Business Example

Your company, IDES, isatrading company thatspecializesin selling personal

computersthathavebeendesignedtomeetyourcustomer'sspecificrequirements.

Youobtainthecomponentsfromadistributorwhoisincontact withproducers

in the Far East. The components arenot ordered from the distributor until the

customerhasplacedanorderforthePC.Thisreduceswarehousestockandthus

capital tie-up.

For you to be able to order the individual components of a PC from different

distributors, requirementshaveto betransferredtothePurchasing Department

at the component level. This means that one sales order can lead to several

purchase orders.

However, the invoice only contains the whole package with the quantity that

was delivered.

Yourcustomersarealsoabletopurchaseindividualspareparts. Thismeansthat

youstillhavetobeabletopricethecomponentsindividually.

ThedeliverynoteandthebillingdocumentshouldcontainboththePCandallits

relevant components.

An availability check is not necessary for the order because you procure the

components directly from the distributor.

You also want to determine the cost for all components for statistics and

controlling purposes.

Change the settings for a bill of material (BOM) in Sales and Distribution so

that it can fulfill all these requirements.

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Task 1:

Bill of materials

SaveaPCpackageinyoursystemasasingle-levelbillofmaterialbyusingthe

materials created for you in the training system. Use the materials saved for

you in the training system to do this..

1. Create a BOM for material T-ATS##:

Material: T-ATS##

Plant: 1200 Dresden

Usage: 5

Sales and distribution valid today

from:

2. EnterthefollowingBOMitemswiththeBOMitemcategoryL(stockitem):

Item 10: T-ATT## 1 PC

Item 20: T-ATU## 1 PC

Item 30: T-ATV## 4 PC

Item 40: T-ATW## 1 PC

3. a)CheckwhethertheitemsintheBOMarerelevanttosalesdocuments.

b) How is this achieved?

______________________________________________

4. WhichitemcategorygroupsareassignedtothematerialsintheBOMfor

salesorganization1000anddistributionchannel10inthematerialmaster?

T-ATS##:

________________________________________

T-ATT##:

________________________________________

T-ATU##:

________________________________________

T-ATV##:

________________________________________

T-ATW##:

________________________________________

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Task 2:

Create order

CheckyournewsalesanddistributionBOMbycreatinganorderinthetestsystem.

1. a)CreateanorderfortheBOMyouhavejustcreated.

Document type: ZA##

Sales area: 1000 10 00

Customer: T-L63D##

PO number: BOM## - 01

Material: T-ATS##

b) Doesthesystemexplodethebill of material?

______________________________________________________________

2. Whatitemcategoriesareautomaticallychosenbythesystemforthemain

and sub-items?

Main item:

___________________________

Sub-items:

___________________________

3. At what level does pricing take place?

______________________________________________________________

Where is this controlled in Customizing?

______________________________________________________________

4. Whichitemswillappearinthebillingdocumentandwhy? Why/whynot?

______________________________________________________________

5. Which schedule line categories does the system find for the main and

sub-items?

Mainitem:

_________________________________

Subitems:

_________________________________

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Task 3:

Sales document type

UsethesalesBOMsin salesdocumentsof salesdocument typeZA##. Further

processingofsalesprocessesinyourcompanyisasintheSAPstandardsystem-

thatis, deliveriesarecreatedwithdeliverytypeLFandbillingdocumentswith

billing document type F2.

1. Checkwhetherthecorrectdefaultvalueshavebeenactivatedinyoursales

documenttypeand,ifnecessary, changeanysettings.

Delivery type:

________________________

Order-related billing

________________________

document type

Delivery-related billing

________________________

document type:

2. Theitemsin thesalesdocumentshouldbenumbered in100s. Whenyou

explodeaBOM,thesub-itemsshouldbenumberedin10s. Configureyour

sales document type accordingly.

Itemno. increment:

________________________

Sub-itemincrement:

________________________

Task 4:

Item category in the sales order

YouusethesettingsalreadydefinedinCustomizingfortheSAPstandardsystem

foryourBOMsettings. Youthereforecopytheitemcategoriesfromthestandard

system.

You wantthefollowingtotakeplaceinyourBOMs:

– Pricingshouldbecalculatedforthewholepackage.

–Thedeliverynoteshouldcontainallitemsinthepackage.

–Theinvoiceshouldcontainthemainitemanditscomponentswiththequantities

that were actually delivered.

–ThewholeBOMshouldbeexplodedinthesalesdocument.

1. The settings that you configure in the main item are valid for the whole

package.

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Create a new item category ZH## with description Package##-MI by

copying item category TAQ.

Name: ZH##

Description: Package##-MI

2. The item category ZH## should be customized to meet the following

requirements; Pricingshouldbeperformed,theitemisrelevantforbilling

anditshouldbesentwiththedelivery,thebillofmaterialshouldbeexploded

(single-level) and the cost should be determined using the subitems. If

necessary,changeitemcategoryZH##tomeetyourneeds. NotethePricing,

Relevant forbilling, Schedulelinesallowed, Structurescope, Application

and Determine cost fields.

Pricing:

_______________________________________

Billingrelevance:

_______________________________________

Schedulelinesallowed:

_______________________________________

Determine cost:

_______________________________________

Structure scope:

_______________________________________

Application:

_______________________________________

3. Thesettingsatthesub-itemlevelcontrolallthetasksyouwanttoimplement

separately for each item.

CreateanewitemcategoryZU##withdescriptionPackage##-SIbycopying

item category TAE.

Name: ZU##

Description: Package##-UP

4. The item category ZU## should be customized to meet the following

requirements;Pricingisnotrequiredbutthevalueofthesubitemshouldbe

displayedasthecost. Also,theitemisrelevantforbillinganditshouldbe

sentwiththedelivery. Ifnecessary,changetheitemcategoryZH##tomeet

yourneeds. NotethefollowingfieldsPricing,Relevantforbilling,Schedule

linesallowed,Structurescope,ApplicationandDeterminecost.

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Pricing:

_____________________________________

Billing relevance:

_____________________________________

Schedulelinesallowed:

_____________________________________

Determinecostfields:

_____________________________________

Structure scope:

_____________________________________

Application:

_____________________________________

5. Ifyouwanttosellthecomputerpartsseparately,thereshouldbeaseparate

item category in the sales document.

CreateanewitemcategoryZN##withdescriptionPCparts##bycopying

TAN.

Name: ZN##

Description: PC parts##

6. The item category ZN## should be customized to meet the following

requirements; Pricingshouldbeperformed, theitemisrelevantforbilling

and it should be sent with thedelivery, the cost of the material delivered

should be determined. If necessary, change item categoryZN## to meet

yourneeds. NotethePricing,Relevantforbilling,Schedulelinesallowed,

Structure scope, andApplication fields.

Pricing:

_____________________________________

Billing relevance:

_____________________________________

Schedulelinesallowed:

_____________________________________

Determinecostfields:

____________________________________

Structure scope:

_____________________________________

Application:

_____________________________________

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Task 5:

Define item category group

In order to use the controls that have been defined for BOMs in the standard

system, youdecidetocreateathird,independentcontrol.

1. DefinethenewitemcategorygroupZ0##withdescriptionMTPOSGroup##.

2. Changetheitem category groupofyour BOM productT-ATS##to Z0##.

(Org. data: Plant: 1200/Salesorg. 1000/DChnl: 10)

Task 6:

Assign item categories

ThenewitemcategoriesshouldbeusedinthesalesdocumenttypeZA##.

1. ConfigurethesettingssothatthesystemfindsthenewitemcategoryZH##

Package##-MI forthemain item of theBOM.

2. ConfigurethesettingssothatthesystemfindsthenewitemcategoryZU##

Package##-SIforthesub-itemsintheBOM.Notethatyoursubitemshave

theitemcategorygroupNORMandthattheyshouldbefoundtogetherwith

the main item ZH##.

3. Configure the settings so that when you sell individual computer parts,

the system finds the new item category ZN## PC parts## and no other

alternativesarepossible. Youmayhavetochangeoroverwriteanexisting

assignment.

Task 7:

Schedule line cat.

Thecomponentsshouldbeautomaticallyorderedfromthedistributorwhenthe

sales order is saved.

1. ThetwoschedulelinecategoriesZHSCM605-HPandZUSCM605-UP

havebeencreatedinthetrainingsystemforthis. Theschedulelinecategories

ZHandZUhavealreadybeenconfiguredtoensurethattheyworkcorrectly

forthisworkshopsection. Pleasedonotchangethem.

2. Which setting in the schedule line category ensures that a delivery item

is created from the schedule line?

___________________________________________________________________________

3. Whichsettingintheschedulelinecategoryensuresthatgoodsissueisposted

to inventory management?

___________________________________________________________________________

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4. SchedulelinecategoryZHSCM605-HPwascreatedtocontrolthemain

item. HowarethefollowingfieldsdefinedinCustomizing?

Item rel. f. dlv:

_____________________________

Movement type:

_____________________________

Requirementstransfer:

_____________________________

Availabilitycheck:

_____________________________

5. Schedule line category ZU SCM605-UP has been created to control the

subitems. HowarethefollowingfieldsdefinedinCustomizing?

Itemrelevantfordelivery:

_____________________________

Movement type:

_____________________________

Requirementstransfer:

_____________________________

Availabilitycheck:

_____________________________

6. IfanorderisplacedforaPC,youwantpurchaserequisitioncreationtotake

place automatically for the components.

Allthenecessaryinformationiscontainedintheschedulelinesinthesales

order. Importantcontrolparameterswerealreadydeterminedforpurchase

requisitioncreationwhenyoudefinedtheschedulelinecategoryinthesales

order. How are the following entries for the schedule line category ZU

SCM605–UPdefinedforthesubitemsofthebillofmaterial:

Purchaseordertype:

_____________________________

P.req.del.sched:

_____________________________

Item category:

_____________________________

Acct. assigt cat.:

_____________________________

Task 8:

Assign schedule line category

1. WhichMRPtypewasassignedtoeachmaterialintheBOMforplant1200

in the material master record?

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

T-ATS##:

_____________________________

T-ATT##:

_____________________________

T-ATU##:

_____________________________

T-ATV##:

_____________________________

T-ATW##:

_____________________________

2. Configure your settings to ensure that the system finds the schedule line

categoryZHSCM605-HPforthemainitemZH##ofthebillofmaterial. You

mayhavetochangeoroverwriteanexistingassignment.

3. Configureyoursettingstoensurethatthesystemfindsschedulelinecategory

ZUSCM605-UP for thesubitemsintheBOM.

4. Configure the settings to ensure that the system finds the schedule line

category ZU SCM605-UP for items in item category ZN##. As already

determined, thecomputerpartshavetheMRPtypePD.

Task 9:

Item category in the delivery

ThePCdeliveredtothecustomercomprisestheorderedcomponents.

1. Youthereforedecidetocarryoutpickingatcomponentlevel.

2. Make sure the components in the BOM need to be picked. To do this,

set the delivery item category ZU## the same way as the delivery item

categoryTAN.Theautomaticbatchdeterminationshouldbedeactivatedin

the delivery item category ZU## .

3. EnsurethatthemainitemintheBOMZH##isnotpicked.

4. How does delivery item category ZN## respond with regard to picking?

Check and, if necessary, change thesettings.

Task 10:

Create an order

Test your BOM in a sales order.

1. a) Create an order.

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Order type: ZA##

Sales area: 1000 10 00

Customer: T-L63D##

PO number: BOM## - 02

Req. deliv. date: In two weeks time

Material: T-ATS## (1 unit)

b) Doesthesystem explodethebill of material?

______________________________________________________________

2. WhichitemnumbersdoesthesystemgivetheBOM?

1. Item:

2. Item:

3. Item:

4. Item:

5. Item:

3. Doesthesystemautomaticallyuse your item categories for themain and

sub-items?

Main item:

Subitems:

4. Doesthesystemautomaticallyuseyourschedulelinecategories?

Schedule line category for

main item:

Scheduling category for

sub-items:

5. Your customer addstwomoremonitorstotheoriginal order. Changethe

orderandenteranitemwithmaterialT-ATW##. Whatistheitemnumber

of this item?

Number:

6. Whichitem andschedulelinecategoriesdoesthesystemusefor thenew

item?

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Item category:

________________________________

Schedulelinecategory:

________________________________

7. Didthesystemcalculateapriceforthismaterial? Why/whynot?

______________________________________________________________

8. You can call the purchase requisition directly from the sales document.

Navigatefromtheordertothepurchaserequisition.

9. Deliver the order.

DoesthesystemexplodetheBOMinthedeliverynote?

a)Pickthedeliverybycreatingatransferorder(warehousenumber: 012,

Process: Background, adoptpick. quantity: 1)

b) Post the goods issue.

10. a) Bill the delivery.

b)DoesthesystemexplodetheBOMinthebillingdocument?

______________________________________________________________

11. Dothecostsappearinthebillingdocument? Dependingonhowyouhave

configuredyoursettings,thecostsshouldappearontheconditionstabpage

oftherespectiveitem. Pricingshouldbedisplayedforthemainitembutno

costshouldbedetermined. Pricingshouldnotbeperformedforthesubitems

but the item cost should be displayed.

Main item:

Sub-item:

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Unit13: SalesWorkshop SCM605

Solution 18: Sales Workshop: Bills of

Materials Scenario

Task 1:

Bill of materials

SaveaPCpackageinyoursystemasasingle-levelbillofmaterialbyusingthe

materials created for you in the training system. Use the materials saved for

you in the training system to do this..

1. Create a BOM for material T-ATS##:

Material: T-ATS##

Plant: 1200 Dresden

Usage: 5

Sales and distribution valid today

from:

a) Logistics→SalesandDistribution→MasterData→Products→

BillsofMaterial→BillofMaterial→MaterialBOM→Create

2. EnterthefollowingBOMitemswiththeBOMitemcategoryL(stockitem):

Item 10: T-ATT## 1 PC

Item 20: T-ATU## 1 PC

Item 30: T-ATV## 4 PC

Item 40: T-ATW## 1 PC

3. a)CheckwhethertheitemsintheBOMarerelevanttosalesdocuments.

b) How is this achieved?

______________________________________________

a) Bill of material → Material BOM → Change → Select Items →

Goto → Item → Status/long text

b) The item has been set to the status "relevant to sales". When you

createaBOM,thisstatusisautomaticallyactivatedbecausetheBOM

hasbeencreatedasaSalesandDistributionBOM.(Usageindicator:

5 Sales and distribution).

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

4. WhichitemcategorygroupsareassignedtothematerialsintheBOMfor

salesorganization1000anddistributionchannel10inthematerialmaster?

T-ATS##:

________________________________________

T-ATT##:

________________________________________

T-ATU##:

________________________________________

T-ATV##:

________________________________________

T-ATW##:

________________________________________

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

→ Materials → Trading Goods → Display → View: Sales:

SalesOrgData 2

T-ATS##: ERLA

T-ATT##: NORM

T-ATU##: NORM

T-ATV##: NORM

T-ATW##: NORM

Task 2:

Create order

CheckyournewsalesanddistributionBOMbycreatinganorderinthetestsystem.

1. a)CreateanorderfortheBOMyouhavejustcreated.

Document type: ZA##

Sales area: 1000 10 00

Customer: T-L63D##

PO number: BOM## - 01

Material: T-ATS##

b) Doesthesystemexplodethebill of material?

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Unit13: SalesWorkshop SCM605

______________________________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Create

b) Yes.

2. Whatitemcategoriesareautomaticallychosenbythesystemforthemain

and sub-items?

Main item:

___________________________

Sub-items:

___________________________

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

→ Sales overview

Main item: TAQ

Subitems: TAE

3. At what level does pricing take place?

______________________________________________________________

Where isthis controlled in Customizing?

______________________________________________________________

a) → Select item → Conditions button

Main item level.

IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentItem →DefineItemCategories

– TAQ is relevant for pricing

– TAE is not relevant for pricing

4. Whichitemswillappearinthebillingdocumentandwhy? Why/whynot?

______________________________________________________________

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

______________________________________________________________

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

Document Item →Define Item Categories

Only the main item.

OnlyitemcategoryTAQisrelevanttobilling.

5. Which schedule line categories does the system find for the main and

sub-items?

Mainitem:

_________________________________

Subitems:

_________________________________

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

Selectitem→Button: Schedulelinesforitem

Mainitem: CN

Subitems: CT

Task 3:

Sales document type

UsethesalesBOMsinsalesdocumentsofsalesdocument typeZA##. Further

processingofsalesprocessesinyourcompanyisasintheSAPstandardsystem-

thatis, deliveriesarecreatedwithdeliverytypeLFandbillingdocumentswith

billing document type F2.

1. Checkwhetherthecorrectdefaultvalueshavebeenactivatedinyoursales

documenttypeand,ifnecessary, changeanysettings.

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Unit13: SalesWorkshop SCM605

Delivery type:

________________________

Order-related billing

________________________

document type

Delivery-related billing

________________________

document type:

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentHeader→DefineSalesDocumentTypes

Delivery type: LF

Order-related billing F2

document type

Delivery-related billing F2

document type:

2. Theitemsin thesalesdocumentshouldbenumbered in100s. Whenyou

explodeaBOM,thesub-itemsshouldbenumberedin10s. Configureyour

sales document type accordingly.

Itemno. increment:

________________________

Sub-itemincrement:

________________________

Itemno. increment: 100

Sub-itemno. increment: 10

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Task 4:

Item category in the sales order

YouusethesettingsalreadydefinedinCustomizingfortheSAPstandardsystem

foryourBOMsettings. Youthereforecopytheitemcategoriesfromthestandard

system.

Youwant thefollowingto takeplaceinyourBOMs:

–Pricingshouldbecalculatedforthewholepackage.

–Thedeliverynoteshouldcontainallitemsinthepackage.

–Theinvoiceshouldcontainthemainitemanditscomponentswiththequantities

that were actually delivered.

–ThewholeBOMshouldbeexplodedinthesalesdocument.

1. The settings that you configure in the main item are valid for the whole

package.

Create a new item category ZH## with description Package##-MI by

copying item category TAQ.

Name: ZH##

Description: Package##-MI

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

Sales Document Item → Define Item Category → Select TAQ →

Button: Copy

2. The item category ZH## should be customized to meet the following

requirements; Pricingshouldbeperformed,theitemisrelevantforbilling

anditshouldbesentwiththedelivery,thebillofmaterialshouldbeexploded

(single-level) and the cost should be determined using the subitems. If

necessary,changeitemcategoryZH##tomeetyourneeds. NotethePricing,

Relevant forbilling, Schedulelinesallowed, Structurescope, Application

and Determine cost fields.

Pricing:

_______________________________________

Billingrelevance:

_______________________________________

Schedulelinesallowed:

_______________________________________

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Unit13: SalesWorkshop SCM605

Determine cost:

_______________________________________

Structure scope:

_______________________________________

Application:

_______________________________________

Pricing: X Standard pricing

Billingrelevance: ADelivery-relatedbillingdocument

Schedulelinesallowed: activated

Determine cost: deactivated

Structure scope: AExplodesingle-levelbillofmaterial

Application: SD01SalesandDistribution

3. Thesettingsatthesub-itemlevelcontrolallthetasksyouwanttoimplement

separately for each item.

CreateanewitemcategoryZU##withdescriptionPackage##-SIbycopying

item category TAE.

Name: ZU##

Description: Package##-UP

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

Sales Document Item → Define Item Category→ Select TAQ →

Button: Copy

4. The item category ZU## should be customized to meet the following

requirements;Pricingisnotrequiredbutthevalueofthesubitemshouldbe

displayedasthecost. Also,theitemisrelevantforbillinganditshouldbe

sentwiththedelivery. Ifnecessary,changetheitemcategoryZH##tomeet

yourneeds. NotethefollowingfieldsPricing,Relevantforbilling,Schedule

linesallowed,Structurescope,ApplicationandDeterminecost.

Pricing:

_____________________________________

Billing relevance:

_____________________________________

Schedulelinesallowed:

_____________________________________

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Determinecostfields:

_____________________________________

Structure scope:

_____________________________________

Application:

_____________________________________

Pricing: Blank No pricing

Billingrelevance: Adelivery-relatedbilling

Schedulelinesallowed: activated

Determinecostfields: activated

Structure scope: Blank(donotexplodebillofmaterial

structure)

Application: blank

5. Ifyouwanttosellthecomputerpartsseparately,thereshouldbeaseparate

item category in the sales document.

CreateanewitemcategoryZN##withdescriptionPCparts##bycopying

TAN.

Name: ZN##

Description: PC parts##

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

SalesDocumentItem→DefineItemCategories→SelectTAN→

Button: Copy

6. The item category ZN## should be customized to meet the following

requirements; Pricingshouldbeperformed,theitemisrelevantforbilling

and it should be sent with the delivery, thecost of the material delivered

should be determined. If necessary, change item categoryZN## to meet

yourneeds. NotethePricing,Relevantforbilling,Schedulelinesallowed,

Structure scope, and Application fields.

Pricing:

_____________________________________

Billingrelevance:

_____________________________________

Schedulelinesallowed:

_____________________________________

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Unit13: SalesWorkshop SCM605

Determinecostfields:

____________________________________

Structure scope:

_____________________________________

Application:

_____________________________________

Pricing: X Standard pricing

Billing relevance: Adelivery-relatedbilling

Schedulelinesallowed: activated

Determinecostfields: activated

Structure scope: blank Do not explode bill of

material structure

Application: blank

Task 5:

Define item category group

In order to use the controls that have been defined for BOMs in the standard

system, youdecidetocreateathird, independentcontrol.

1. DefinethenewitemcategorygroupZ0##withdescriptionMTPOSGroup##.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentItem→DefineItemCategoryGroups

2. Changetheitem category groupofyour BOMproductT-ATS##toZ0##.

(Org. data: Plant: 1200/Salesorg. 1000/DChnl: 10)

a) →Logistics→SalesandDistribution→MasterData→Products→

Material →Trading Goods → Change

View: Sales: Sales org. data 2

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Task 6:

Assign item categories

ThenewitemcategoriesshouldbeusedinthesalesdocumenttypeZA##.

1. ConfigurethesettingssothatthesystemfindsthenewitemcategoryZH##

Package##-MI forthemain item of theBOM.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentItem→AssignItemCategories→Button: NewEntries

Sales doc. type: ZA##

Item categorygroup: Z0##

Item usage: blank

HLevItCa: blank

DfItC(defaultitemcategory): ZH##

2. ConfigurethesettingssothatthesystemfindsthenewitemcategoryZU##

Package##-SIforthesub-itemsintheBOM.Notethatyoursubitemshave

theitemcategorygroupNORMandthattheyshouldbefoundtogetherwith

the main item ZH##.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentItem→AssignItemCategories→Button: NewEntries

Salesdoc. type: ZA##

Itemcategorygroup: NORM

Item usage: blank

ItemCat-HgLvItm: ZH##

Defaultitemcategory: ZU##

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