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Unit13: SalesWorkshop SCM605

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.

a) IMG→SalesandDistribution→Sales→SalesDocuments→Sales

DocumentItem→AssignItemCategories→Button: Position:

Salesdoc. type: ZA##

Itemcategorygroup: NORM

Item usage: blank

ItemCat-HgLvItm: blank

Defaultitemcategory: ZN##(overwriteTAN)

→Button: Details→Deleteallalternateitemcategories

Task 7:

Schedule line cat.

Thecomponentsshouldbeautomaticallyorderedfromthedistributorwhenthe

sales order is saved.

1. ThetwoschedulelinecategoriesZHSCM605-HPandZUSCM605-UP

havebeencreatedinthetrainingsystemforthis. Theschedulelinecategories

ZHandZUhavealreadybeenconfiguredtoensurethattheyworkcorrectly

forthisworkshopsection. Pleasedonotchangethem.

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

ScheduleLines→DefineScheduleLineCategories

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

is created from the schedule line?

______________________________________________________________________________

a) The"Itemrelevantfordelivery"indicatorhastobeactivated.

3. Whichsettingintheschedulelinecategoryensuresthatgoodsissueisposted

to inventory management?

______________________________________________________________________________

a) The movement type.

4. SchedulelinecategoryZHSCM605-HPwascreatedtocontrolthemain

item. HowarethefollowingfieldsdefinedinCustomizing?

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

Item rel. f. dlv:

_____________________________

Movement type:

_____________________________

Requirementstransfer:

_____________________________

Availabilitycheck:

_____________________________

Itemrelevantfordelivery: activated

Movement type: blank

Requirementstransfer: blank

Availabilitycheck: blank

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

subitems. HowarethefollowingfieldsdefinedinCustomizing?

Itemrelevantfordelivery:

_____________________________

Movement type:

_____________________________

Requirementstransfer:

_____________________________

Availabilitycheck:

_____________________________

Itemrelevantfordelivery: activated

Movement type: 601

Requirementstransfer: blank

Availabilitycheck: blank

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:

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Purchaseordertype:

_____________________________

P.req.del.sched:

_____________________________

Item category:

_____________________________

Acct. assigt cat.:

_____________________________

Purchaseordertype: NB

P.req.del.sched: activated

Item category: 0Normal(inpurchaserequisition)

Accountassignmentcat. ECustomerindividualrequirements

Task 8:

Assign schedule line category

1. WhichMRPtypewasassignedtoeachmaterialintheBOMforplant1200

in the material master record?

T-ATS##:

_____________________________

T-ATT##:

_____________________________

T-ATU##:

_____________________________

T-ATV##:

_____________________________

T-ATW##:

_____________________________

a) Logistics→SalesandDistribution→MasterData→Products→

Material→TradingGoods→Display→View: MRP1

T-ATS##: ND

T-ATT##: PD

T-ATU##: PD

T-ATV##: PD

T-ATW##: PD

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

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

categoryZHSCM605-HPforthemainitemZH##ofthebillofmaterial. You

mayhavetochangeoroverwriteanexistingassignment.

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

Schedule Lines → Assign Schedule Line Categories → Button:

“Position”:

Item category: ZH##

MRP type: ND

Schedule line category:Set ZH

3. Configureyoursettingstoensurethatthesystemfindsschedulelinecategory

ZUSCM605-UP for thesubitemsintheBOM.

a) Item category: ZU##

MRP type: PD

Schedule line category:Set ZU

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.

a) Item category: ZN##

MRP type: PD

Schedule line category:Set ZU

Task 9:

Item category in the delivery

ThePCdeliveredtothecustomercomprisestheorderedcomponents.

1. Youthereforedecidetocarryoutpickingatcomponentlevel.

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

Item Categories for Deliveries

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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## .

→Mat. no. 0allowed activate

→Checkquantity0: ANoteaboutthesituation

→ Check minimum quantity ANoteaboutsituation

field:

→Relevantforpicking: activate

→StLocationrequired: activate

→DetermineStLocation: activate

→AutoBatchDeterm.: deactivate

3. EnsurethatthemainitemintheBOMZH##isnotpicked.

a) →Deactivatethe"Relevantforpicking"field

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

Check and, if necessary, change the settings.

a) Ifyousellspareparts, theyhavetobepickedaswell. Becauseitem

category ZN## was created by copying TAN, you do not need to

changethesettingsforpickingforthisdeliveryitemcategory.

Task 10:

Create an order

Test your BOM in a sales order.

1. a) Create an order.

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?

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344

→Mat. no. 0allowed	activate
→Checkquantity0:	ANoteaboutthesituation
→ Check minimum quantity field:	ANoteaboutsituation
→Relevantforpicking:	activate
→StLocationrequired:	activate
→DetermineStLocation:	activate
→AutoBatchDeterm.:	deactivate

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

______________________________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Create

b) Yes

2. WhichitemnumbersdoesthesystemgivetheBOM?

1. Item: 100

2. Item: 110

3. Item: 120

4. Item: 130

5. Item: 140

3. Doesthesystem automatically useyour item categoriesfor the mainand

sub-items?

Main item: ZH##

Subitems: ZU##

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

→ Sales Overview

4. Doesthesystemautomaticallyuseyourschedulelinecategories?

Schedule line category for ZH

main item:

Scheduling category for ZU

sub-items:

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

Select Item →Button: Schedulelines

5. Your customer addstwo moremonitorstotheoriginal order. Changethe

order andenteranitemwithmaterialT-ATW##. Whatistheitemnumber

of this item?

Number: 200

a) Logistics→SalesandDistribution→Sales→Order→Change

Material: T-ATW## (2 pieces)

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6. Whichitem andschedulelinecategoriesdoesthesystemusefor thenew

item?

Item category:

________________________________

Schedulelinecategory:

________________________________

Item category: ZN## PC parts##

→Tabpage: Procurement

Schedulelinecategory: ZU SCM605-UP

7. Didthesystemcalculateapriceforthismaterial? Why/whynot?

______________________________________________________________

a) → Select item

→ Button: Conditions

Yes. ItemcategoryZN##ispricedbythesystem.

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

Navigatefromtheordertothepurchaserequisition.

a) Select item →Button: Schedule line

Selectscheduleline→Button: Details→Tabpage: Procurement

Button: Edit

9. Deliver the order.

DoesthesystemexplodetheBOMinthedeliverynote?

Yes

a)Pickthedeliverybycreatingatransferorder (warehousenumber: 012,

Process: Background, adoptpick. quantity: 1)

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SCM605 Lesson: Sales Workshop: Bills of Materials Scenario

b) Post the goods issue.

a) →Logistics→SalesandDistribution→ShippingandTransportation

→OutboundDelivery→Change→SingleDocument→

Hint: Createatransferorderdirectlyfromthedelivery.

Menupath: Nextfunctions→Createtransferrequest

Hint: Use the following settings:

- Warehouse 012 Warehouse(Lean)Dresden

number:

- Process: Back- Backgroundprocessing

ground

- Adopt pick 1 (copythepickingquantitytothe

quantity: delivery)

b) → Logistics → Sales and Distribution → Shipping and

Transportation→OutboundDelivery→Change

→ Button: Post the goods issue

10. a) Bill the delivery.

b)DoesthesystemexplodetheBOMinthebillingdocument?

______________________________________________________________

a) →Logistics→SalesandDistribution→Billing→BillingDocument

→ Create

Yes

11. Dothecostsappearinthebillingdocument? Dependingonhowyouhave

configuredyoursettings,thecostsshouldappearontheconditionstabpage

oftherespectiveitem. Pricingshouldbedisplayedforthemainitembutno

costshouldbedetermined. Pricingshouldnotbeperformedforthesubitems

but the item cost should be displayed.

Main item: No

Sub-item: Yes

a) → Button: Item price conditions

347

-	Warehouse number:	012	Warehouse(Lean)Dresden
-	Process:	Back- ground	Backgroundprocessing
-	Adopt pick quantity:	1	(copythepickingquantitytothe delivery)

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Unit13: SalesWorkshop SCM605

Lesson Summary

You should now be able to:

• Controlthevariousfunctionsofbillsofmaterialatmainandsub-itemlevel.

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Lesson: Sales Workshop: Material Determination

Scenario

Lesson Overview

Thislessondealswiththesubjectofcustomer-specificmaterialdetermination.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Expandtheconditiontechniqueinmaterialdeterminationsothatthismaybe

bothcustomer-specificandnoncustomer-specific.

Business Example

Materialscanbeautomaticallyreplacedinsalesdocuments.

Inthefollowingscenario,itisyourjobtosetupautomaticsubstitutionforyour

company, IDES.

Wheneverpossible,thestockoftheoldmaterialshouldbeusedupfortheorders

before you sell the new product. However, you also want to deliver the new

product to certain customers.

Figure 113: Material Determination - Order

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Youwanttousematerialdeterminationtomeetthefollowingrequirements:

• Specialcustomersalwaysreceivethenewestmodelevenifapurchaseorder

iscreatedfortheoldonebymistake. Awarningmessageistoinformthe

employee who creates the order that the material will be automatically

replaced.

• Thisshouldalsotakeplaceifanyofthesecustomersaretheship-topartyin

the sales document.

• Allothercustomersonlyreceivethenewmaterialiftheyorderitspecifically.

• Oncethestockoftheoldmaterialhasbeenusedup, thenewmaterialcan

thenautomaticallyreplacetheoldoneinthesalesdocument.

Figure114: MaterialDetermination-ConditionTechnique(6)

The condition technique provides more flexibility in modeling material

determination and product selection.

Youcanassignamaterialdeterminationproceduretoeachsalesdocumenttype.

TheprocedurecontainsalloftheCustomizinginformationthatthesystemneeds

formaterialdetermination. Theprocedureincludesoneormoredefinedcondition

types.

Oneaccesssequence(searchstrategy)isassignedtoeachconditiontype.

Eachaccesssequenceconsistsofoneormoreaccesses.

Eachaccesscontainsexactlyoneconditiontable. Thisrepresentsthesearchkey

thatthesystemusestosearchforavalidmasterrecord.

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Youcanactivateananalysisofthematerialdeterminationinthesalesdocument.

The system then displays detailed information on how the materials were

determined.

Figure 115: Material Determination - Customizing

YoushouldconfigureCustomizinginthereversesequenceasthesystemsearches

forthevalidmaterialdeterminationmasterrecordsforsalesorders.

Youcanactivatethematerialdeterminationanalysisinthesalesdocument.

Menupath: Environment→Analysis→MaterialDetermination→On

You can use this function to check Customizing in detail and carry out a

step-by-stepsearchof thesystem. Thishelpsyou torecognizeand correctany

incorrect settings quickly and easily.

Hint: The analysis runs during material determination so it must be

activatedbeforeyouentertheitemsinthedocument.

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Figure 116: MaterialDetermination- Substitution Reason

If the system automatically replaces the old material because it is no longer

available(=automaticproductselection),youcanre-executesubstitutionwhen

youcreateadelivery. Thisisusefuliftheamountofavailablematerialchanges

between creating the order and the delivery.

DependingonyoursettingsinCustomizing, theorderconfirmationcancontain

eitherthematerialthatwasorderedorthesubstitutionmaterial.

Material Determination - Tasks

• Create a new material master record

• Create a new condition table

• Set up a new access sequence

• Setupanewconditiontypeformaterialdetermination

• Setupanewprocedureformaterialdetermination

• Create a new reason for substitution

• Createmasterrecordsformaterialdetermination

• Test the effect of material determination in the order, delivery and order

confirmation.

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Exercise 19: Sales Workshop: Material

Determination Scenario

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Defineandassignamaterialdeterminationprocedure

• Definethematerialdeterminationtypeandassignthis

• Define access sequencesand assign these

• Define condition tablesand assign these.

Business Example

Your company IDES sellscomputers and computer parts. You recently added

some new products to your stock.

It is your job to configure the sales and distribution model so that special

customersalwaysreceivea“new” product when theyorder the “old” one. All

othercustomersshouldcontinuetoreceivetheoldproductuntilstocksrunout.

Up until now, you have been using material determination with the standard

Customizingsettingsthatweredelivered inyourSAP system. Inthisexercise,

youwillchangematerialdeterminationtomeetyournewrequirements.

Task 1:

Material master record:

YourmonitorT-ATQ##isoneofthemostsuccessfultradinggoodsintheindustry

sector "Mechanical Engineering" and therefore, your company is constantly

updating it.

1. Create a material master record for the new product T-ATR##. Use the

previousmodelT-ATQ##asareference. Maintainthefollowingviews:

– Basic data 1 and 2

– Sales 1 and 2

– Sales/General plant

– Sales text

– Purchasing

– MRP 1-4

– Forecast

– General plant data/Storage 1 and 2

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– Accounting 1 and 2

2. Createthematerialinthefollowingorganizationalunits:

Plant: 1200 Salesorganization: 1000

Storage 0001 Distr. channel: 10

location:

Makesureyourefertothesameorganizationalunitsforthetemplate.

Copy the data from the previous model and add or change thefollowing

fields:

-Basic data 1:

Materialdescription: NewScreen ##

Net weight: 15 kg

Gross weight: 16 kg

-Sales 2:

Pricing ref. material: M-15

-MRP 2:

Prod. stor. location: 0001

-Accounting 1:

Standard price: 1600

3. Post1000unitstotheunrestricted-usestock(movementtype: 561, Plant:

1200, Storage Location: 0001).

Task 2:

Condition table

1. In the condition table, you define thefields in the sales document whose

datatheSAPsystemshouldusetofindavalidmasterrecordformaterial

determination.

2. Createthenewconditiontable6##sothatyoucanuseitforcreatingmaster

recordsformaterialdetermination. Thenewconditiontableshouldallow

youtocreatemasterrecordsthatareonlyeffectiveforcertaincustomersand

materials. Youwanttobeabletorestrictthevalidityofthemasterrecords.

Use condition table 002 as a reference.

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Condition table: 6##

Description: Customer/Material##

Hint: Makesurethatthematerialyouwanttoenterappearsasthe

last key field in the condition table. This means that the system

checks the header fields first (for example, customer) and then

the item fields in the condition table, which improves system

performance.

3. Whenyousetuptheconditiontable,youcandeterminewhatthescreenfor

processingmasterrecordsinthenewconditiontablelookslike.

Forefficientmaintenanceofmasterrecords,youshouldbeabletoprocess

thecustomerandmaterialnumbersinseparatelines.

4. Generate the new condition table.

Hint: CreatethenewobjectintheDataDictionaryfordevelopment

class$TMP.Itisthenalocalobjectandcannotbetransported.

5. What information do you receivein thelog?

Task 3:

Access sequence

Theaccesssequenceisthestrategyusedbythesystemtosearchforvalidmaster

records for a particular condition type. The access sequence contains one or

more search steps(= accesses). Each accesscontains acondition tablewhich

determinesthekeyfieldsforthesearch. Thesearethedocumentfieldsthatthe

system usesto searchforvalid masterrecords..

Defineanewaccesssequencecontainingthreestepsthatthesystemcanuseto

searchfor masterrecordsin material determination:

1. Wasamasterrecordstoredforthematerialandthesold-toparty?

2. Wasamasterrecordstoredforthematerialandtheship-toparty?

3. Wasamasterrecordstoredfor thematerial thatsubstitutesthematerial

depending on availability?

1. Define the new access sequence.

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AcSq(accesssequence): Y0##

Description: Search strategy ##

2. Thematerialshouldbesubstitutedinthefirstaccess(no. 10inthesequence)

ifthereisavalidmasterrecordforthecustomer(fieldKUNNR:KUNAG)

and the entered material.

3. Branchtothefieldsintheconditiontableenteredandlookatthesettings.

Hint: Noconditionisrequired. Youcanthereforeskipthewarning

regardingthefieldassignmentbypressingEnter.

Which field in the sales document does the system use to determine the

customer number?

4. Substitutionshouldtakeplaceinthesecondaccessifthereisavalidmaster

recordfortheship-topartyandenteredmaterial. Configuretheaccess.

5. Inthethirdaccess(no.30inthesequence),thesystemshouldonlysearchfor

valid master recordsinmaterialdeterminationusingthematerialentered.

ThisisthestandardsettingintheSAPsystem. Checkthefieldsintheaccess.

6. Savethenewaccesssequence. Todothis,createanewworkbenchrequest

Short description: Accesssequencegroup##

Task 4:

Condition type of material determination

You can use different search strategiesto model material determination. You

havetoconfigureaseparateconditiontypeforeachsearchstrategythatyouuse

in the business process.

1. Create a new condition type with the access sequence that you have just

defined.

Condition type: Y0##

Description: Condition type ##

2. Customize the condition type so that when you create a master record,

thesystemautomaticallyproposesavalidityperiodfromtodaytotheend

of the year.

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Task 5:

Material determination procedure

Allthetasksthatareundertakeninthebusinessprocessformaterialdetermination

areanchoredinaprocedureformaterialdetermination. Theprocedureincludes

oneormoredefinedconditiontypes. Oneaccesssequence(searchstrategy)is

assigned to each condition type.

1. Define a new procedure.

Materialdeterminationprocedure: Y000##

Description: Groupprocedure##

2. Copytheconditiontypeyoudefinedearlierintotheprocedure.

Step: 10

Counter: blank

Conditiontype: Y0##

3. AssignthenewdeterminationproceduretosalesdocumenttypeZA##.

Task 6:

Create substitution reason

1. Create a reason for substitution Z## with short text Substitution ##

for material determination. Define the following properties (or change

your reason for substitution Z## if you already created it in the Material

Substitution unit):

-Theorderconfirmationshouldcontainthematerialorderedbythecustomer.

-Thesystemshouldissueawarningmessagebeforeitsubstitutesamaterial.

-Substitutionshouldtakeplaceautomatically(that is, withoutaselection

screen).

- The system should not generate any lower-level itemsin the document

when it substitutes a material.

Task 7:

Create master record

1. Createamasterdatafor material determination.

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2. T-L63B##isoneofyourspecialcustomers. Ensurethatthiscustomeralways

receivesthenewmaterialinfutureorders,evenifthesalesorderdepartment

entersanorderfortheoldmaterialbymistake. Useyoursubstitutionreason.

3. Ensurethat thiscustomer alsoalwaysreceivesthenewmaterial infuture

orderswhenheorsheisenteredastheship-topartyinasalesprocessandan

orderiscreatedwiththeoldmaterial. Useyoursubstitutionreason.

4. Enter another master record in which you ensure that material T-ATR##

automatically replaces material T-ATQ## once the latter is no longer

available. This should take place for all orders for material T-ATQ##

regardless of the ordering party.

The material should only be substituted in the sales document. The

subsequentdeliverydocumentshouldcopythedetailsfromthesalesorder.

Choose a relevant substitution reason.

Hint: Themasterrecordmustcontainthematerialstobesubstituted,

T-ATQ##andT-ATR##,inthecorrectsequence.

Task 8:

Create output

1. Create a master record for output type BA00 Order confirmation for

document type ZA##.

Output type: BA00

Sales doc. type: ZA##

Usethedefaultvaluesfromtheoutputtype(ENTER).

MaintainprinterLP01astheoutputdeviceandsetthenumberofmessages

to 1.

Task 9:

Creating the Order

Testyoursettingsformaterialdeterminationinthesalesdocument.

1. Accordingtothemasterrecordyouhavecreatedformaterialdetermination,

customerT-L63B##shouldalwaysreceivethenewproductT-ATR##. Create

astandardorder(ordertype: ORforcustomerT-L63B##andtheoldproduct

T-ATQ## (10 units) (purchase order number: Matfind##01), requested

delivery date in two weeks).

Did the system substitute the material?

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

_____________________________________________

Why or why not?

_____________________________________________

2. Create the same order for order type ZA## (purchase order

number:Matfind##02).

Did the system substitute the material?

_____________________________________________

Checkthesubstitutionreasoninthesalesdocument.

Substitutionreason: ________________

_____________________________________________

Displaytheorderconfirmationonthescreen. Whichmaterialisdisplayed

in the printout?

Material: ________________

Why?

_____________________________________________

3. T-L63B##isalsotheship-topartyforyourcustomerT-L63C##. Createan

order(ordertype: ZA##)forship-topartyT-L63B##.

Ship-to party: T-L63B##

Sold-to party: T-L63C##

PO number: MatDeter##03

Activatethematerialdeterminationanalysis(beforeenteringtheitem).

Material: T-ATQ## (10 units)

Wasthesubstitution madefor theship-toparty?

Didthesystemdisplayawarningmessageforthesubstitution?

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Use the analysis to check your Customizing settings for material

determination.

Use the analysis to check which datethe system usesin thedocument to

check thevalidity dateof themaster record.

4. EnteranotherorderforsalesdocumenttypeZA##fora“regular”customer.

Customer: T-L63A##

Purchaseordernumber: MatDeter##04

Material T-ATQ## (10 units)

Checkthesubstitutionreasoninthesalesdocument.

Substitution reason:

Displaytheorderconfirmationonthescreen. Whichmaterialsaredisplayed

in the printout?

Material:

Why or why not?

5. ChecktheavailablestockformaterialT-ATQ##.

Stock:

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Change the last order and enter a new item with a quantity that exceeds

the available quantity.

Which materials and quantity does the system automatically use when

substituting this material?

Material:

Checktheorderconfirmationonthescreen. Doesthesystemdisplayboth

substituted materials?

6. Post 50 units of materialT-ATQ## to stock.

(Plant: 1200;Storagelocation: 0001;Movementtype: 561).

Deliverthelastorder. Comparethequantitiesintheorderandthedelivery.

Are there any differences?

Why?

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Unit13: SalesWorkshop SCM605

Solution 19: Sales Workshop: Material

Determination Scenario

Task 1:

Material master record:

YourmonitorT-ATQ##isoneofthemostsuccessfultradinggoodsintheindustry

sector "Mechanical Engineering" and therefore, your company is constantly

updating it.

1. Create a material master record for the new product T-ATR##. Use the

previousmodelT-ATQ##asareference. Maintainthefollowingviews:

– Basic data 1 and 2

– Sales 1 and 2

– Sales/General plant

– Sales text

– Purchasing

– MRP 1-4

– Forecast

– General plant data/Storage 1 and 2

– Accounting 1 and 2

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

→ Material → Trading Goods → Create → Sector: Mechanical

Engineering

2. Createthematerialinthefollowingorganizationalunits:

Plant: 1200 Salesorganization: 1000

Storage 0001 Distr. channel: 10

location:

Makesureyourefertothesameorganizationalunitsforthetemplate.

Copy the data from the previous model and add or change thefollowing

fields:

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

-Basic data 1:

Material description: NewScreen ##

Net weight: 15 kg

Gross weight: 16 kg

-Sales 2:

Pricing ref. material: M-15

-MRP 2:

Prod. stor. location: 0001

-Accounting 1:

Standard price: 1600

a) see task description

3. Post1000unitstotheunrestricted-usestock(movementtype: 561, Plant:

1200, Storage Location: 0001).

a) Logistics→MaterialsManagement→GoodsMovement→Goods

Movement → Goods Receipt→ Other

Movement type: 561

Plant: 1200

Storage Location: 0001

Enter

Material: T-ATR##

Quantity: 1000

Save

Task 2:

Condition table

1. In the condition table, you define the fields in the sales document whose

datatheSAPsystemshouldusetofindavalidmasterrecordformaterial

determination.

a) IMG → Sales and Distribution → Basic Functions → Material

Determination

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2. Createthenewconditiontable6##sothatyoucanuseitforcreatingmaster

recordsformaterialdetermination. Thenewconditiontableshouldallow

youtocreatemasterrecordsthatareonlyeffectiveforcertaincustomersand

materials. Youwanttobeabletorestrictthevalidityofthemasterrecords.

Use condition table 002 as a reference.

Condition table: 6##

Description: Customer/Material##

Hint: Makesurethatthematerialyouwanttoenterappearsasthe

last key field in the condition table. This means that the system

checks the header fields first (for example, customer) and then

the item fields in the condition table, which improves system

performance.

a) →Maintainprerequisitesformaterialdetermination

→ Create condition tables

Hint: Tochangethedescription,pressbutton:

Propose / maintain text.

→Deletethe"Salesorganization"and"Distributionchannel"fields

bypositioningthecursorontheentryandchoosing: Deleteline.

→Insertfield,Placecursoronthefirstrowwithinthefieldsyouhave

selected and choose "Insert Row"

→Selectthefield"Customer"fromthefield"Catalog"andselect

the button "Select field"

3. Whenyousetuptheconditiontable,youcandeterminewhatthescreenfor

processingmasterrecordsinthenewconditiontablelookslike.

Forefficientmaintenanceofmasterrecords,youshouldbeabletoprocess

thecustomerandmaterialnumbersinseparatelines.

a) → Choose Technical Perspective

→Setthe“Linefield”indicatorforthenew“Customer”keyfield

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

4. Generate the new condition table.

Hint: CreatethenewobjectintheDataDictionaryfordevelopment

class$TMP.Itisthenalocalobjectandcannotbetransported.

a) Button: Generate

→ Development Class: $TMP

→ Choose Local Object

5. What information do you receivein thelog?

a) The log indicates that the new table was activated and that the

conditionrecordscreensarereadytobegenerated. Thesystemdoes

notgeneratethescreensforenteringconditionrecordsimmediately

butwhenyoucreateamasterrecordwiththenewkeycombination(=

condition table) for the first time.

Task 3:

Access sequence

Theaccesssequenceisthestrategyusedbythesystemtosearchforvalidmaster

records for a particular condition type. The access sequence contains one or

more search steps(= accesses). Each accesscontains acondition tablewhich

determinesthekeyfieldsforthesearch. Thesearethedocumentfieldsthatthe

system usesto searchforvalid masterrecords..

Defineanewaccesssequencecontainingthreestepsthatthesystemcanuseto

searchfor masterrecordsin material determination:

1. Wasamasterrecordstoredforthematerialandthesold-toparty?

2. Wasamasterrecordstoredforthematerialandtheship-toparty?

3. Wasamasterrecordstoredfor thematerial thatsubstitutesthematerial

depending on availability?

1. Define the new access sequence.

AcSq(accesssequence): Y0##

Description: Search strategy ##

a) →MaintainPrerequisitesforMaterialDetermination

→MaintainAccessSequences→Button: NewEntries

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Unit13: SalesWorkshop SCM605

2. Thematerialshouldbesubstitutedinthefirstaccess(no. 10inthesequence)

ifthereisavalidmasterrecordforthecustomer(fieldKUNNR:KUNAG)

and the entered material.

a) →Accesssequence: SelectY0##→Dialogstructure: Accesses→

Choose: "New entries"

→ AcNo field.: 10

→ Tab. Field: 6##

3. Branchtothefieldsintheconditiontableenteredandlookatthesettings.

Hint: Noconditionisrequired. Youcanthereforeskipthewarning

regardingthefieldassignmentbypressingEnter.

Which field in the sales document does the system use to determine the

customer number?

ThesystemcheckstheKUNNRfield. Intheorder,thisisthefieldwith

thesold-toparty'scustomernumber(KUNAG).

a) →Selectaccess10→Dialogstructure: Fields

4. Substitutionshouldtakeplaceinthesecondaccessifthereisavalidmaster

recordfortheship-topartyandenteredmaterial. Configuretheaccess.

a) → Dialog structure: Accesses

→ AcNo field.: 20

→ Tab. Field: 6##

→ Select access 20

→ Dialog structure: Fields

→Cursorincolumn: Placedocumentfieldonfield: KUNNR

→ Choose "Field catalog"

→ Select field “Ship-toparty” (KUNWE)

Skip the warning and save your entry .

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

5. Inthethirdaccess(no.30inthesequence),thesystemshouldonlysearchfor

validmaster recordsinmaterialdeterminationusingthematerialentered.

ThisisthestandardsettingintheSAPsystem. Checkthefieldsintheaccess.

a) →Dialogstructure: Accesses(→Choose"NewEntries")

→ AcNo field.: 30

→ Tab. Field: 001

→Selectaccess30→Dialogstructure: Fields

Skip the warning andsave your entry .

6. Savethenewaccesssequence. Todothis,createanewworkbenchrequest

Short description: Accesssequencegroup ##

a) → Save → Choose "Create order"

b) →Assign activityto thenewsales order

Task 4:

Condition type of material determination

You can use different search strategies to model material determination. You

havetoconfigureaseparateconditiontypeforeachsearchstrategythatyouuse

in the business process.

1. Create a new condition type with the access sequence that you have just

defined.

Condition type: Y0##

Description: Condition type ##

a) → Maintain prerequisites for material determination → Define

materialdeterminationtype→Choose"Newentries"

b) AcSq (access sequence): Y0##

2. Customize the condition type so that when you create a master record,

thesystemautomaticallyproposesavalidityperiodfromtodaytotheend

of the year.

a) Valid from: blank

Valid to: 2

Save the condition type

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Unit13: SalesWorkshop SCM605

Task 5:

Material determination procedure

Allthetasksthatareundertakeninthebusinessprocessformaterialdetermination

areanchoredinaprocedureformaterialdetermination. Theprocedureincludes

oneormoredefined conditiontypes. Oneaccesssequence(search strategy) is

assigned to each condition type.

1. Define a new procedure.

Materialdeterminationprocedure: Y000##

Description: Group procedure##

a) Maintain prerequisites for material determination → Maintain

procedure → Choose "New entries"

2. Copytheconditiontypeyoudefinedearlierintotheprocedure.

Step: 10

Counter: blank

Conditiontype: Y0##

a) → Choose"Control"→ "New Entries"

Save the procedure.

3. AssignthenewdeterminationproceduretosalesdocumenttypeZA##.

a) →Assignmaterialdeterminationtosalesdocumenttypes

→SelectentryZA##→EnterprocedureY000##

Save the assignment.

Task 6:

Create substitution reason

1. Create a reason for substitution Z## with short text Substitution ##

for material determination. Define the following properties (or change

your reason for substitution Z## if you already created it in the Material

Substitution unit):

-Theorderconfirmationshouldcontainthematerialorderedbythecustomer.

-Thesystemshouldissueawarningmessagebeforeitsubstitutesamaterial.

- Substitutionshouldtakeplaceautomatically(thatis, withoutaselection

screen).

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

- The system should not generate any lower-level itemsin the document

when it substitutes a material.

a) →DefineSubstitutionReasons→Choose"Newentries"

Subst. reason: Z##

Description: Substitution ##

Entry field: Select

Warning field: Select

Strategy field: Blank

Outcome field: Blank

Category field: Blank

Save the substitution reason

Task 7:

Create master record

1. Createamasterdatafor material determination.

a) Logistics→SalesandDistribution→MasterData→Products→

Material Determination → Create

2. T-L63B##isoneofyourspecialcustomers. Ensurethatthiscustomeralways

receivesthenewmaterialinfutureorders,evenifthesalesorderdepartment

entersanorderfortheoldmaterialbymistake. Useyoursubstitutionreason.

Materialdetermin. type: Y0##

→ChooseKeycombination→Customer/Material##

Customer: T-L63B##

Inc. mat: T-ATQ##

Material: T-ATR##

Reason: Z##

Save the master record.

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Unit13: SalesWorkshop SCM605

3. Ensurethat thiscustomer alsoalwaysreceivesthenewmaterial infuture

orderswhenheorsheisenteredastheship-topartyinasalesprocessandan

orderiscreatedwiththeoldmaterial. Useyoursubstitutionreason.

a) Thisisalreadyensuredbythefirstmasterrecordtogetherwithaccess

20.

4. Enter another master record in which you ensure that material T-ATR##

automatically replaces material T-ATQ## once the latter is no longer

available. This should take place for all orders for material T-ATQ##

regardless of the ordering party.

The material should only be substituted in the sales document. The

subsequentdeliverydocumentshouldcopythedetailsfromthesalesorder.

Choose a relevant substitution reason.

Hint: Themasterrecordmustcontainthematerialstobesubstituted,

T-ATQ##andT-ATR##,inthecorrectsequence.

Material determin. Y0##

type:

→ChooseKeycombination→Materialentered

Materialentered: T-ATQ##

Material: T-ATQ## (T-ATQ## should be delivered

first)

Reason: 0006

→Selectentry→Choose"AlternativeMaterials"

Material: T-ATR## (is used once T-ATQ## is not

available)

Save the master record.

Task 8:

Create output

1. Create a master record for output type BA00 Order confirmation for

document type ZA##.

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Output type: BA00

Sales doc. type: ZA##

Usethedefaultvaluesfromtheoutputtype(ENTER).

MaintainprinterLP01astheoutputdeviceandsetthenumberofmessages

to 1.

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

Sales Document → Create

→ Choose Communication

Save the master record.

Task 9:

Creating the Order

Testyoursettingsformaterialdeterminationinthesalesdocument.

1. Accordingtothemasterrecordyouhavecreatedformaterialdetermination,

customerT-L63B##shouldalwaysreceivethenewproductT-ATR##. Create

astandardorder(ordertype: ORforcustomerT-L63B##andtheoldproduct

T-ATQ## (10 units) (purchase order number: Matfind##01), requested

delivery date in two weeks).

Did the system substitute the material?

_____________________________________________

Why or why not?

_____________________________________________

a) Logistics→SalesandDistribution→Sales→Order→Create

Did thesystem substitutethe material?

Why?

ThematerialdeterminationprocedurewasassignedtoordertypeZA##

and not the standard order.

2. Create the same order for order type ZA## (purchase order

number:Matfind##02).

Did the system substitute the material?

_____________________________________________

Checkthesubstitutionreasoninthesalesdocument.

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Unit13: SalesWorkshop SCM605

Substitutionreason: ________________

_____________________________________________

Displaytheorderconfirmationonthescreen. Whichmaterialisdisplayed

in the printout?

Material: ________________

Why?

_____________________________________________

a) Did thesystem substitute the material?

Yes

Checkthesubstitutionreasoninthesalesdocument.

→ Item → Details: Sales

Substitutionreason: Z##

Display the order confirmation on the screen. Which material is

displayed in the printout?

Choose: Headeroutputin the menu bar

Material: T-ATQ##

Why?

TheentryswitchhasbeensetinsubstitutionreasonZ##. Thisensures

thatthematerialenteredisprintedoutontheorderconfirmation..

3. T-L63B##isalsotheship-topartyforyourcustomerT-L63C##. Createan

order(ordertype: ZA##)forship-topartyT-L63B##.

Ship-to party: T-L63B##

Sold-to party: T-L63C##

PO number: MatDeter##03

Activatethematerialdeterminationanalysis(beforeenteringtheitem).

Material: T-ATQ## (10 units)

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Wasthesubstitution madefor theship-toparty?

Yes

Didthesystemdisplayawarningmessageforthesubstitution?

Yes

Use the analysis to check your Customizing settings for material

determination.

Use theanalysisto check which date the systemusesin thedocument to

checkthevalidity dateof themaster record.

Req. delivery date

a) Environment→Analysis→Materialdetermination→On

b) Eachtimeyouchooseanaccessontheleft-handsideofthescreen,

information about the access is displayed on the right-hand side

of the screen.

4. EnteranotherorderforsalesdocumenttypeZA##fora“regular”customer.

Customer: T-L63A##

Purchaseordernumber: MatDeter##04

Material T-ATQ## (10 units)

Checkthesubstitutionreasoninthesalesdocument.

Substitution reason:

0006

Displaytheorderconfirmationonthescreen. Whichmaterialsaredisplayed

in the printout?

Material:

T-ATQ##

Material:

T-ATQ##

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Unit13: SalesWorkshop SCM605

Why or why not?

TheordercanbemetusingT-ATQ##soitistheonlymaterialdelivered.

a) See task

5. ChecktheavailablestockformaterialT-ATQ##.

Stock:

Change the last order and enter a new item with a quantity that exceeds

the available quantity.

Which materials and quantity does the system automatically use when

substituting this material?

Material:

T-ATQ##

Material:

T-ATR##

Checktheorderconfirmationonthescreen. Doesthesystemdisplayboth

substituted materials?

Yes

a) →Selectseconditem→Environment→Availability

6. Post 50 units of materialT-ATQ## to stock.

(Plant: 1200;Storagelocation: 0001;Movementtype: 561).

Deliverthelastorder. Comparethequantitiesintheorderandthedelivery.

Are there any differences?

Why?

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SCM605 Lesson: Sales Workshop: Material Determination Scenario

Substitution reason 0006: Thesystemonlysubstitutesthematerial in

the order and not in the delivery.

a) Logistics → Materials Management → Management → Goods

Movement → Goods Receipt→ Other

Movement type: 561

Plant: 1200

Storage Location: 0001

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