SCM610_EN_Col92_FV_Part_A4 (第1页)

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SCM610

Delivery Processes

SAP SCM

Date

Training Center

Instructors

Education Website

Participant Handbook

Course Version: 92

Course Duration: 3 Day(s)

Material Number: 50093442

An SAP course - use it to learn, reference it for work

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About This Handbook

Thishandbookisintendedtocomplementtheinstructor-ledpresentationofthis

course,andserveasasourceofreference. Itisnotsuitableforself-study.

Typographic Conventions

American English is the standard used in this handbook. The following

typographic conventions are also used.

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includefieldnames,screentitles,pushbuttonsaswell

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iii

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Example text	Emphasizedwords or phrases in bodytext, titlesof graphics, and tables
EXAMPLETEXT	Names of elements in the system. These include reportnames,programnames,transactioncodes,table names, andindividualkey wordsof aprogramming language,whensurroundedbybodytext,forexample SELECT and INCLUDE.
Example text	Screenoutput. Thisincludesfileanddirectorynames and their paths, messages, names of variables and parameters, and passages of the source text of a program.
Example text	Exactuserentry. Thesearewordsandcharactersthat youenterinthesystemexactlyastheyappearinthe documentation.
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AboutThisHandbook SCM610

Icon Meaning

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Noteorfurtherexplanationofpreviouspoint

Exception or caution

Procedures

Indicatesthattheitemisdisplayedintheinstructor's

presentation.

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Contents

Course Overview......................................................... vii

Course Goals...........................................................vii

Course Objectives .....................................................vii

Unit 1: Idea and function of the delivery document ...............1

Idea and Function of the Delivery Document........................2

Unit 2: Basic Organizational Units for the Delivery Process .. 17

Basic Organizational Units for the Delivery Process.............18

Unit 3: Controlling Deliveries ......................................... 29

Controlling Deliveries.................................................30

Unit 4: The Goods Issue Process based on the Delivery....... 53

Prerequisites for Creating Outbound Deliveries ..................54

Creating and Processing Outbound Deliveries ...................76

Unit 5: Processes and Functions Based on the Delivery....... 95

Picking Outbound Deliveries ........................................97

Packing Processes ..................................................121

Goods Issue..........................................................140

Special Functions for Processing Deliveries .....................157

Unit 6: Further Application Areas of the Delivery Document.167

Stock Transfers with Deliveries ....................................168

Goods Receipt Process Using Inbound Delivery................189

Unit 7: Final Exercise ..................................................203

Final Exercise ........................................................204

Appendix 1: ...........................................................227

Appendix 2: Menu Paths ...........................................239

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Contents SCM610

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Course Overview

Thiscoursediscussesthedeliverydocument. Basedonthisdocument,inbound

andoutbounddeliveryactivitiesareplanned,executedandmonitored. Thiscourse

dealswiththedeliverydocumentandthebasicprocessesandfunctionsthatare

connected to the delivery document. The course considers the procedure and

configurationofprocessesintheinboundandoutbounddelivery.

Main Business Scenario

• Asamemberoftheprojectteaminyourcompany,youareresponsiblefor

reproducingthedeliveryprocessesintheSAPsystem.

• Your task is to compare the shipping and goods receipt processing

requirementsofyourcompanywiththeoptionsavailableintheSAPsystem.

• To do this, you test options for the delivery document and learn what

Customizing settings are possible.

Target Audience

Thiscourseisintendedforthefollowing audiences:

• Project team members

Course Prerequisites

Required Knowledge

• SCM600 - Processesin Sales andDistribution

SCM601 - Processesin LogisticsExecution

Recommended Knowledge

• SCM605 - Sales

Course Goals

This course will prepare you to:

• Describe the functions and processes that can be modeled based on the

delivery in shipping and goods receipts

• Implement therequired Customizing settings.

vii

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CourseOverview SCM610

Course Objectives

After completingthiscourse, youwill beable to:

• Describetheroleofshippingandgoodsreceiptwithinthesupplychain

• Performthedifferentfunctionsingoodsreceiptandshippingprocessing

• Configurethesystemtoyourrequirementsforgoodsreceiptandshipping

processing

SAP Software Component Information

TheinformationinthiscoursepertainstothefollowingSAPSoftwareComponents

and releases:

• SAP ERP Central Component 6.0

viii

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Unit 1

Idea and function of the delivery

document

Unit Overview

This unit provides an overview of the delivery process as part of Logistics

Execution. Itdiscussesthestructureofadeliverydocumentandhowthedelivery

is used.

Unit Objectives

After completing thisunit, you will beableto:

• understandthefunctionanduseofthedeliverydocument,

• explainthestructureofthedeliverydocumentandfindinformationinthe

delivery document.

Unit Contents

Lesson: Idea and Function of the Delivery Document........................2

Exercise 1: Idea and function of the delievery document................9

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Unit1: Ideaandfunctionofthedeliverydocument SCM610

Lesson: Idea and Function of the Delivery Document

Lesson Overview

This lesson introducesyou to the application "Logistics Execution". You will

thenreceive an overviewofdelivery processes as part ofLogisticsExecution.

Thelessondiscussestheuseofthedeliverydocument,thecreationofadelivery

document and the display of the delivery.

Lesson Objectives

After completingthislesson, you will beable to:

• understandthefunctionanduseofthedeliverydocument,

• explainthestructureofthedeliverydocumentandfindinformationinthe

delivery document.

Business Example

• Your companycreatesinbound/outbound deliveriesin procurement/sales

processes

• These documents are the basis for various goods receipt, shipping and

warehouse activities.

• To process the goods issues, theshipping employeesrequireinformation

suchastheweight,transportationrelevance,ship-toaddressandsoon.

• Thegoodsreceiptisprovidedwithinformationfromsuppliersonthebasis

ofinbounddeliveries. Inbounddeliveryactivitiesarethenprocessedusing

the inbound delivery.

• Youalsousethedeliverydocumenttoprocessshippingactivitiesifmaterial

isdeliveredto otherplantswithinthecompany.

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SCM610 Lesson: Idea and Function of the Delivery Document

Figure 1: Goods receipt and goods issue processes

Logistics Execution is the application component for specific functions of

executable logistics. Logistics Execution provides you with comprehensive

functionsrequiredtomaptheexecutionofalllogisticalprocessesirrespectiveof

industryorbranch. Itisbasicallyamatterofmoreorlesscomplexgoodsreceipt

andgoodsissueprocesses. LogisticsExecutionisthelinkbetweenprocurement

and distribution, regardless of whether the processes involved are internal or

relatetothird-parties(vendors,customers,orserviceproviders). Bothmaterials

producedin-houseandthoseprocuredexternallyareputawayandremovedfrom

storageusingWarehouse Management, inorder to supply theenterprise'sown

production or fordelivery toretailersorendusers. In thiscase, theunderlying

organizational structures may be quite complex: Logistics Execution uses

separateorganizational unitsandmasterdatathatareincludedinthesystemof

theorganizationalstructuresinSAPECC.Youcanusethesestructuralelements

toaccuratelymap complicatedbusinesssituations.

Therearetwobasicwaystomapprocessesforgoodsreceiptsandgoodsissues

in LogisticsExecution: You can either createa delivery or place an Inventory

Management posting (usually with reference to a preceding document) at the

beginningofaprocess. Theaboveoverviewjuxtaposesthedocumentflowand

the technical posting procedureforbothmethods.

If you work with deliveries, Warehouse Management activities (creating

and confirming a transfer order) are completed before posting in Inventory

Management. The goods receipt or goods issue posting always relates to the

delivery.

Note: The transfer order is the document used to execute all material

movements in the warehouse.

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Unit1: Ideaandfunctionofthedeliverydocument SCM610

Figure 2: Application areas of the delivery document

Employeesusingotherprocessesforbuyingandsellingmayalsoneedtocomplete

shippingactivitiessuchaspicking,packing,anddocumentprinting. Theycanuse

the delivery documentsfor theseactivitiestoo.

Example: Stocktransferfromplanttoplant: Theorderingplantcreatesapurchase

orderinpurchasing;thedeliveringplantcreatesadeliveryforthispurchaseorder.

Basedonthisdelivery,thegoodsarepicked,packed,andpostedasagoodsissue.

Thedifferentbusinessprocessesaremodeledusingdifferentdeliverytypes.

Figure 3: The goods receipt process

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SCM610 Lesson: Idea and Function of the Delivery Document

Inbounddeliveriescanbecreatedwithreferencetopurchaseorders.

You can do this using several purchase orders, entire purchase orders, or just

partial quantities of purchase orderitems.

Theinbounddeliverythenservesasthebasisforfurtheractivities,suchastransfer

ordercreation,placinginstorage,packingandgoodsreceiptposting.

Figure 4: The Shipping Process

When talking about deliveries, weoften also referto shipping or the shipping

process. Thisdescribesoutboundgoodsmovementsthatusuallyrefertoanorder.

Thetermshippingalsoreferstothedepartmentthatisresponisbleforthelogistical

processofthedeliveryprocessing(picking,packing,loading).

However, since you can also use the delivery document for other areas, when

we refer to deliveries that refer to a sales document, we talk about outbound

deliveries.

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Unit1: Ideaandfunctionofthedeliverydocument SCM610

Figure 5: Structure of the Delivery Document

Adeliverydocumentconsistsofaheaderandanynumberofitems. Theheader

contains datathat applies for the entire document. This meansthat theship-to

party, shippingpoint, route, andsoon, areclearlydisplayed for eachoutbound

delivery.

The individual items contain, above all, information about the material to be

delivered.

The information in the delivery document is displayed in different screens:

Theoverview screen displays selected headeranditem data, whichisgrouped

accordingtoactivityontabstrips. Thismeansthattheimportantdataisalllocated

on one screen.

Atbothheader anditemlevel, youcanaccessother screenstodisplaydetailed

information. Again,theinformationisgroupedintoprocessesontabstrips.

Atheaderlevel, thisinformationincludesdataonprocessing, picking, loading,

shipment, foreign trade/customs, texts, partners, output, package monitoring,

andconditions. Atitemlevel,thedetailedscreendisplayssimilartabstripswith

information about the items.

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SCM610 Lesson: Idea and Function of the Delivery Document

Figure6: DifferenceBetweenOutboundDeliveryandShipment

ThedeliveryintheSAPsystemsupportstheprocessingofshippingorreceiving

activitiesinthewarehouseandattheshippingpoint.

Thedeliveryitselfsimplifiestransportationprocessing. Thisapplies,forexample,

for shipping: Basically, each outbound delivery starts at a shipping point,

continuesviaaroute,andhasaship-topartyasthedestination. Thesecriteria

are header fields in the outbound delivery.

For example, severaloutbound deliveriesaretobeloadedonto atruckand the

truck is to delivergoods to several shipping points and ship-to parties along a

particular“route”. Here,werecommendthetransportationfunctionality. Ifyou

use these functions, outbound deliveries are grouped together on the basis of

user-definablecriteriainadocument. Thisdocumentistheshipmentdocument.

The functions provided in transportation planning, shipment completion, and

shipmentcostscalculationformthecontentsofSAPcourseSCM611.

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Unit1: Ideaandfunctionofthedeliverydocument SCM610

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SCM610 Lesson: Idea and Function of the Delivery Document

Exercise 1: Idea and function of the

delievery document

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Explain thefunctionsand activitiesin shipping,

• Identify the structureoftheoutbound delivery,

• Findthedifferentinformationitemsthatarestoredintheoutbounddelivery

Business Example

Asanemployeewithresponsibilitiesinshipping,youarealsoamemberof the

projectteamworkingonsystemimplementationforshipping.

Beforeyoustartconfiguringthesystemandexaminingtheprocessesinshipping,

youwanttoclarifythepositionofshippingprocessinginlogistics. Youneedto

identifytheindividualshippingactivitiesthatyoucanperformintheSAPsystem.

You also want to examine the structureof the delivery document and find out

what information it contains.

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Unit1: Ideaandfunctionofthedeliverydocument SCM610

Task 1:

Shippingisanelement of thecomponentsSalesandDistributionandLogistics

Execution.

1. Whichspecificactivitiescanyoucompletewithinshippingprocessing?

2. Whatistheroleofthedeliverydocumentinthiscontext?

3. Inthesalesanddistributionprocess,youusuallycreateadeliverydocument

(outbounddelivery)withreferencetoasalesorder. Inwhatotherscenarios

mightyouwanttouseadeliverydocumentinshippingprocessing?

Task 2:

Youwanttofamiliarizeyourselfwiththestructureofthedeliverydocumentand

find informationonanexistingoutbound delivery.

1. Findoutthenumberoftheoutbounddeliverythatreferstothesalesorder

with the purchaseorder number “SCM610”.

Delivery:___________________________

2. Whichshippingpointisprocessingthisoutbounddelivery?

Shipping point: ____________________

3. Determinethegrossweight for theseconditem.

Total weight:___________________

Continued on next page

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SCM610 Lesson: Idea and Function of the Delivery Document

4. Whenwill the goods reach the ship-to party?

5. Display theorder that is the basisfor thisdelivery and check itsdelivery

status.

6. Doesthedeliverystatusoftheordertellyouwhetherthegoodshavealready

leftyourwarehouse? Giveareasonforyouranswer.

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Unit1: Ideaandfunctionofthedeliverydocument SCM610

Solution 1: Idea and function of the

delievery document

Task 1:

Shippingisanelement of thecomponentsSalesandDistributionandLogistics

Execution.

1. Whichspecificactivitiescanyoucompletewithinshippingprocessing?

Answer:

• Monitoringthedeadlinesofreferencedocumentsdueforshipping

• Creatingandprocessingofoutbounddeliveries

• Monitoringofthecapacitysituationinthewarehouse

• Support for picking

• Packing

• Printinganddistributingshippingdocuments

• Processing the goods issue

• Controlling

2. Whatistheroleofthedeliverydocumentinthiscontext?

Answer: The delivery document forms the basis for all these activities.

It is used in various business transactions, and the status settings in the

document provide information on the progress of different steps within

shipping processing.

3. Inthesalesanddistributionprocess,youusuallycreateadeliverydocument

(outbounddelivery)withreferencetoasalesorder. Inwhatotherscenarios

mightyouwanttouseadeliverydocumentinshippingprocessing?

Answer:

• Replenishmentdeliveryforstocktransportorders

• Delivery for subcontract order

• Vendor returns

• Inbound delivery for purchase order

• Delivery from project

Continued on next page

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SCM610 Lesson: Idea and Function of the Delivery Document

Task 2:

Youwanttofamiliarizeyourselfwiththestructureofthedeliverydocumentand

find informationonanexistingoutbound delivery.

1. Findoutthenumberoftheoutbounddeliverythatreferstothesalesorder

with the purchaseorder number “SCM610”.

Delivery:___________________________

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

Display

b) EnterthePOnumberSCM610inthecorrespondingfieldandchoose

Search.

Thesystemshouldfindadocument. Choose Transfer.

c) Choose Environment -> Display Document Flow and note the

document number of the delivery.

d) Exit the document by choosing Back.

2. Whichshippingpointisprocessingthisoutbounddelivery?

Shipping point: ____________________

a) Choose Logistics → Logistics Execution → Outbound Process →

GoodsIssueforOutboundDelivery→OutboundDelivery→Display

b) Enter the deliverynumber youjust found.

c) Choose HeaderDetails→ShipmenttabpageortheAdministration

tab page.

Note the shipping point.

3. Determinethegrossweight forthesecond item.

Total weight:___________________

a) Makesurethatyouareinthedeliveryoverviewscreen.

b) Position the cursor on the second item.

c) Choose the Item Details pushbutton.

d) Choose the Picking tab page.

e) Note the total weight.

4. Whenwill the goods reach the ship-to party?

Answer: Header → Shipment

Field “Delivery Date”

Continued on next page

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Unit1: Ideaandfunctionofthedeliverydocument SCM610

5. Display theorder that isthe basisfor thisdelivery and checkits delivery

status.

Answer: Logistics→SalesandDistribution→Sales→Order→Display

Goto → Header → Status

Delivery status: Fully delivered

6. Doesthedeliverystatusoftheordertellyouwhetherthegoodshavealready

leftyourwarehouse? Giveareasonforyouranswer.

Answer: No, the delivery status in the order depends solely on whether

anoutbounddeliveryalreadyexistsfor theitems. Ifyouwant tofindout

abouttheactualprogressofthedelivery,youshouldviewthestatusofthe

outbound delivery itself.

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SCM610 Lesson: Idea and Function of the Delivery Document

Lesson Summary

You should now be able to:

• understandthefunctionanduseofthedeliverydocument,

• explainthestructureofthedeliverydocumentandfindinformationinthe

delivery document.

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UnitSummary SCM610

Unit Summary

You should now be able to:

• understandthefunctionanduseofthedeliverydocument,

• explainthestructureofthedeliverydocumentandfindinformationinthe

delivery document.

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Unit 2

Basic Organizational Units for the

Delivery Process

Unit Overview

This unit describes theorganizational units and structuresthat are relevant for

the shipping or goods receipt.

Unit Objectives

After completing thisunit, you will beableto:

• Describetheorganizationalunitsrelevanttoshippingorgoodsreceipt

• DefineandassigntheorganizationalunitsintheImplementationGuide

Unit Contents

Lesson: Basic Organizational Units for the Delivery Process..............18

Exercise 2: Organizational Units in Shipping............................23

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Unit2: BasicOrganizationalUnitsfortheDeliveryProcess SCM610

Lesson: Basic Organizational Units for the Delivery

Process

Lesson Overview

This lesson will introduce you to the organizational units and structures that

are most important for the shipping or goods receipt. These are basically

shippingunits. However,thedeliverydocumentisalsotheinterfacetoInventory

Management and possibly Warehouse Management. For this reason, the

organizationalelementsoftheseapplicationsarealsobrieflydescribed.

Lesson Objectives

After completingthislesson, you will beable to:

• Describetheorganizationalunitsrelevanttoshippingorgoodsreceipt

• DefineandassigntheorganizationalunitsintheImplementationGuide

Business Example

• Oneof the firsttasksinthisprojectistomap theorganizational structure

inthecompanyforshippingandtherelatedareas. Todothis, youneedto

defineorganizationalunitsandsetthelinksbetweenthem.

• Since,forexample,theshippingofgoodsthatrequirerefrigerationhasvery

specificrequirementsinyourcompany,yourequireaseparateorganizational

unit for this.

Figure7: OrganizationalStructuresinShippingandGoodsReceipt

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SCM610 Lesson: Basic Organizational Units for the Delivery Process

Ashippingpointis anindependent organizational unit at afixedlocationthat

processes and monitors outbound deliveries and goods issue. An outbound

deliveryisprocessed fromasingleshippingpoint.

Theresponsibleshippingpointisdeterminedintheorderatitemlevel. Ashipping

pointcanprocesstheoutbounddeliveriesofseveralplants. However,thisisonly

usefuliftheplantsarelocatedinthesamegeneralvicinity.

Several shipping points can be assigned to one plant with different loading

equipment, differentprocessingtimes, andso on.

The allowed combinations of shipping point and plant are defined in the

Customizing applicationoftheenterprisestructure.

Anotherorganizational unit in shippingistheloadingpoint. It canbeusedto

structure shipping. Loading points are defined in Customizing for Logistics

Executionandarestoredmanuallytothedeliverydocumentheader. Ifdesired,

theycanbeincludedinthedeliveryoutput. Anynumber of loadingpointscan

be assigned to a shipping point. But only one shipping point can be assigned

to a loading point.

Ashippingpoint mayalsobeset asa goodsreceiptpoint, whichmeansitcan

also be used for inbound deliveries.

Figure 8: OrganizationalUnits in Inventory Management

Youcanmodelthestructureofacorporategroupbyusingclientsandcompany

codes. Aclient isoftensynonymouswith acorporate group, whileacompany

code represents an independent accounting unit. Company codes are legally

independent from one another.

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Unit2: BasicOrganizationalUnitsfortheDeliveryProcess SCM610

TheplantplaysacentralroleinInventoryManagement. Aplantisaproduction

facilityoralocationthathandlesmaterialstock. Itcouldalsobeacollectionof

severallocationsinonegeneralvicinitywithmaterialstock,whichareknownas

storagelocations. Stockismanagedatthelevelofthestoragelocation.

Aplantisassignedtoonlyonecompanycode. Inthisway,youcanmanagestocks

andstockvaluesintheindividualcompaniesindependently.

Figure9: OrganizationalUnitsofWarehouseManagement(WM)

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SCM610 Lesson: Basic Organizational Units for the Delivery Process

Inordertoachieveefficientprocessingforgoodsreceiptandgoodsissueinthe

warehouse,youcanusethefollowingorganizationalunits:

• Warehousenumber: Theentirewarehousestructureismanagedunderone

warehousenumber. Thisnumberrepresentsthewarehousecomplex.

• Storagetype: Thedifferentwarehouseareas,whichdifferfromeachother

with regardsto their organizational andtechnical features, aredefined as

storage types (for example, high-rack warehouse with random storage,

pickingwarehousewithfixedbins, shippingarea).

• Storage Section / Picking Area: The picking area groups storage bins

togetherinthestoragetypefromthepickingviewpoint. Itistheoppositeof

thestoragesection, which groupsstoragebinstogether fromtheputaway

viewpoint. For example, adeliverycan be split up into different picking

areas to make parallel picking possible.

• Storagebin: Thestoragebinidentifiestheexactlocationinthewarehouse

where goods are stored or can be stored.

• Stagingarea: Thestagingareaisanareainthewarehousewherethegoods

arestoredimmediatelyafterunloadingorshortlybeforeloading.

• Door: Adoorwithinawarehousecanbeusedbothforinbounddeliveryas

well as outbound delivery of goods.

Thedoorandthestagingareaarealreadydefinedintheoutbounddeliveryheader.

Theycanbedeterminedautomatically;forexample,onthebasisofthecustomer.

Figure 10: Connection Between Warehouse Number and Plant/Storage

Location

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Unit2: BasicOrganizationalUnitsfortheDeliveryProcess SCM610

Theconnectionof theorganizational unitsin the warehouseto MMInventory

Management results from the assignment of the warehouse number to a

combination of plant and storage location.

Severalstoragelocationswithinaplantcanrefertothesamewarehousenumber.

Asaresult,theyformthewarehousecomplexfromthepointofviewofInventory

Management.

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SCM610 Lesson: Basic Organizational Units for the Delivery Process

Exercise 2: Organizational Units in

Shipping

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Describetheassignmentofshippingpointtoplant,

• Define anewshipping point inCustomizing.

Business Example

ShippingpointX0##isresponsibleforstandardshippingoperations. Itisalready

defined in the system.

However,anewshippingpointisrequiredforprocessingrefrigeratedgoods. Asa

projectteammember,youareresponsiblefordefiningthisnewshippingpoint.

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Unit2: BasicOrganizationalUnitsfortheDeliveryProcess SCM610

Task 1:

1. What is the role of the shipping point?

2. FindouttowhichplantorplantsshippingpointX0##isassigned.

Task 2:

Set up anewshippingpointforprocessingrefrigeratedgoodsshipments. This

shipping pointshouldbenearshippingpointX0##.

1. Inyoursystem,createthisnewshippingpointwiththekeyY0##bycopying

the existing shipping point X0##.

Hint: Usethecopyingfunction for shippingpointsinsteadofthe

Define shipping pointfunction. This has the advantage that any

dependenttablesareautomaticallymaintainedbythesystemaswell.

2. Afterwards, change the description of shipping point Y0## to ## Refr.

Shipm. Dresden.

3. Optional:

Maintaintheaddressscreenfortheshippingpointyouhavejustdefined.

4. MakesurethatthenewlycreatedshippingpointY0##worksforthesame

plantasshippingpointX0##responsibleforstandardshippingprocesses.

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SCM610 Lesson: Basic Organizational Units for the Delivery Process

Solution 2: Organizational Units in

Shipping

Task 1:

1. What is the role of the shipping point?

Answer: Theshippingpointcreates,processes,andmonitorsinboundand

outbounddeliveries. It isresponsibleforthedifferentshippingactivities.

Eachinboundoroutbounddeliveryisprocessedfromasingleshippingpoint.

2. FindouttowhichplantorplantsshippingpointX0##isassigned.

Answer: CalluptheImplementationGuide(IMG):

Tools→Customizing →IMG→Edit Project

Choose“Display SAP Reference IMG”.

Enterprise Structure → Assignment → Logistics Execution → Assign

shipping point to plant

X0## is assigned to plant 1200.

Task 2:

Set up anewshippingpointfor processingrefrigeratedgoodsshipments. This

shippingpointshouldbenear shippingpointX0##.

1. Inyoursystem,createthisnewshippingpointwiththekeyY0##bycopying

the existing shipping point X0##.

Hint: Usethecopyingfunctionfor shippingpointsinsteadofthe

Define shipping point function. This has the advantage that any

dependenttablesareautomaticallymaintainedbythesystemaswell.

a) In the IMG:

EnterpriseStructure→Definition→LogisticsExecution→Define,

copy, delete, check shipping point

Fromthedialogbox,choose“Copy,delete,checkshippingpoint”.

OrganizationObject→CopyOrganizationObject

From shipping point: X0##

To shipping point: Y0##

Continued on next page

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Unit2: BasicOrganizationalUnitsfortheDeliveryProcess SCM610

2. Afterwards, change the description of shipping point Y0## to ## Refr.

Shipm. Dresden.

a) In the IMG:

EnterpriseStructure→Definition→LogisticsExecution→Define,

copy, delete, check shipping point

Fromthedialogbox,choose“Defineshippingpoint”.

Findyourentry,Y0##,andoverwritethedescription.

3. Optional:

Maintaintheaddressscreenfortheshippingpointyouhavejustdefined.

a) In the IMG:

EnterpriseStructure→Definition→LogisticsExecution→Define,

copy, delete, check shipping point

Fromthedialogbox,choose“Defineshippingpoint”.

SelectthelinewiththeentryY0##andchoosetheDetailspushbutton.

Nowchoosethe “Address” pushbutton.

4. MakesurethatthenewlycreatedshippingpointY0##worksforthesame

plantasshippingpointX0##responsibleforstandardshippingprocesses.

a) In the IMG:

EnterpriseStructure→Assignment→LogisticsExecution→Assign

shipping point to plant

Plant 1200: Shipping point Y0##

When the shipping point was copied, the system maintained the

existingentryatthesametime. (Seequestion1)

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SCM610 Lesson: Basic Organizational Units for the Delivery Process

Lesson Summary

You should now be able to:

• Describetheorganizationalunitsrelevanttoshippingorgoodsreceipt

• DefineandassigntheorganizationalunitsintheImplementationGuide

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UnitSummary SCM610

Unit Summary

You should now be able to:

• Describetheorganizationalunitsrelevanttoshippingorgoodsreceipt

• DefineandassigntheorganizationalunitsintheImplementationGuide

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Unit 3

Controlling Deliveries

Unit Overview

ThisunitexplainsthebasicsettingsinthedeliveryCustomizing. Youwillgetto

knowthedeliverytypeandthedeliveryitemtypeaselementarycontrolobjects.

Unit Objectives

After completing thisunit, you will beableto:

• Giveanoverviewofthestandarddeliverytypes

• Explain deliverycontrol atheader anditemlevel

• Describeitemcategorydeterminationinoutbounddeliveries

Unit Contents

Lesson: Controlling Deliveries .................................................30

Exercise 3: Controlling Deliveries.........................................41

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Unit3: ControllingDeliveries SCM610

Lesson: Controlling Deliveries

Lesson Overview

ThislessonexplainsthebasicsettingsinthedeliveryCustomizing. Youwillget

toknowthedeliverytypeandthedeliveryitemcategoryaselementarycontrol

objects.

Lesson Objectives

After completingthislesson, you will beable to:

• Giveanoverviewofthestandard deliverytypes

• Explaindelivery controlatheaderand itemlevel

• Describeitemcategorydeterminationinoutbounddeliveries

Business Example

In shipping and goods receipt, you map different business transactions using

differentdeliverytypes,andyoumaythereforerequireseparatedeliverytypesfor

processing expressdeliveries, stocktransfers, returns delivery, andsoon. The

differentdeliverytypesusuallyrequiredifferentprocessingwithinshipping. For

example,returnsdeliveriesdonotrequireanypickingactivities.

Figure 11: Delivery type

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SCM610 Lesson: Controlling Deliveries

The delivery type controls the entire delivery. You see the delivery type in

the delivery header. The delivery typestakeinto account the various business

transactionsinshippingandgoodsreceiptprocessing. Thedeliverytypesdefined

in the standard system include:

• EL: Inbounddelivery (shipping notification)

• LB: Delivery for subcontract order

• LF: Outbound delivery

• LO:Deliverywithoutreference(nosalesordernecessaryinordertocreate

a delivery)

• LP: Delivery from project

• RE: Returns delivery

• NL: Replenishment delivery

Usingcontrolelements,youcanconfigureeachdeliverytypetocarryoutdifferent

functions. You can adjust the delivery types in the standard system to meet

your business requirements. However, if you require major adjustments, we

recommendthat youcreate anew delivery type.

Figure 12: Delivery Item Categories

Thedeliveryitemcategorycontrolshowtheaffecteddeliveryitemsarehandled

andprocessedduringtheshippingorgoodsreceiptprocess. Thecontrolelements

availableprovideahighdegreeofautomaticdeterminationand checking. You

canalsoconfiguretheitemcategoriestomeetthespecificrequirementsofyour

system installation.

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Unit3: ControllingDeliveries SCM610

Figure 13: Copying Item Categories from the Order

Whenyoucopyanorderitemtoadelivery,thesystemcopiestheitemcategory

of the order item to the delivery item.

Ifanorderitemortheschedulelineassignedtoitisrelevantfordelivery,youmust

define acorresponding itemcategory for the delivery. Youmust dothis under

the same key as that of the order item.

Figure14: Excursion: Itemcategorydeterminationinthesalesdocument

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SCM610 Lesson: Controlling Deliveries

If order itemsaredelivered, the (order) itemcategorythat isdetermined in the

sales document is transferred to the delivery item. In this way, to understand

thedeliveryCustomizing,itisimportantthatyouknowabouttheitemcategory

determination in the sales document.

A maximum of four criteria may affect the process of determining the item

category in the sales document:

1. Thesalesdocumenttypeoftheorder. Whenyoucreateanorder,theordertype

isusuallydeterminedbythedecisionoftheemployeewhocreatestheorder

2. Theitemcategorygroup. Theitemcategorygroupisdefinedforeachmaterial

orforeachmaterial,salesorganizationanddistributionchannel. Youcantherefore

usethematerialofthesalesdocumentitemtoinfluencethecontrol(=orderitem

category) of the document item.

3. Itemcategoryusage. Inconnectionwithspecificfunctionsand/orprocessesof

theprogram,theitemcategoryusageissettoacertainstatusinordertoreacha

veryspecificitemcontrol(=orderitemcategory)forthesespecialfunctionsor

processes. Theuseoftheitemcategoryusagetodeterminetheorderitemcategory

isthereforepartofthebasicprogramming. Fortheitemcategorydetermination

intheorder,youcanalsodefineanitemcategoryusageinthecustomermaterial

information master record.

4. Itemcategoryofhigher-levelitem. Ifthesalesdocumentitemisasubitem,the

itemcategoryofthisitemisaffectedbythepreviously-determineditemcategory

of the higher-level item.

In Customizing, for a characteristic (for which there is a maximum of four

criteria),youcandefineanitemcategoryasdefaultfortheautomaticproposaland

other item categories for manual usage.

Figure 15: Determining Item Categories in Deliveries

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Unit3: ControllingDeliveries SCM610

No(order)itemcategoryisspecified(orcanbetransferred)fororder-independent

items in the delivery (for example, packing material), for deliveries without

referencetoanorder(deliverytypeLO),orforoutbounddeliveries(forexample,

delivery type EL for a purchase order).

Inthiscase, thesystemdeterminesanitemcategoryforthedeliveryaccording

to theassignmentsspecified inCustomizing. Theitem category determination

in the delivery is very similar to the item category determination in the order.

Todeterminetheitemcategory, thesystemtakesintoaccountthedeliverytype

andtheitemcategory group(from thematerial master of the item concerned).

Additionalusagesaresetinternallyforsomefunctions,suchas:

• PACK for generating packing items

• CHSP for a batch split

• PSEL for product selection

• V for inbound deliveries for purchaseorders

Thismeansthatthesystemcandetermineadifferentitemcategoryforthedelivery

items resulting from these functions.

Note: Usage:

The determination of a usage is hard-coded. This means that they are

located in the ongoing process of the program. You can use only a

modification,andnotCustomizing,tochangethedetermination. Ausage

canbespecifiedinthecustomer-materialinforecord. Theitemcategory

determinationconsidersthisonlyintheorderandnotinthedelivery.

Item category group

The material master contains the field Item Category Group twice: A

“general Item Category group” and an “Item Category Group”. The

generalitemcategorygroupdoesnotrefertothesalesorganizationand

distributionchannel. Thisentryisusedforinbounddeliveries. Theother

entryisusedifthedeliverycontainsasalesorganizationanddistribution

channel (for example, outbound deliveries).

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SCM610 Lesson: Controlling Deliveries

Figure 16: Copying Control

In the copying control table you specify:

• Whichsalesanddistributiondocumenttypescanbecopiedtowhichdelivery

types

• Whichitemcategoriesarecopiedfromreferencedocuments

You can also specify:

• Underwhatconditionsdataiscopiedfromtheordertotheoutbounddelivery

• Under what conditions several orders can be combined in an outbound

delivery

• Which data is to be transferred

• Whetherthereferenceshouldberecordedinthedocumentflow

Orderitemsthatareduefordeliverythathavethesamedeliverysplitcriteriaare

shipped together. If you select “order combination”, all of the orders or order

itemsthatareprocessedtogetherintheprocessofdeliverycreationaregrouped

togetherinadeliveryiftheorderitemsmatchthedeliverysplitcriteria. Required

deliverysplittingcriteriainclude,forexample,theshippingpoint,theroute,and

the ship-to party. Certain delivery splitting criteria in the standard system are

optionalandcanberemovedassplittingcriteriafromthecopyingcontroltable.

Youcanalsodefineadditionalsplittingcriteriathatdonotallowjointshippingif

the defined fields have different values.

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Unit3: ControllingDeliveries SCM610

Figure 17: Shipping-Relevant Customizing in Sales

You control order types by specifying:

• Whichdeliverytypeisproposedfortheoutbounddelivery

• Whetherarequesteddelivery dateisproposedintheorder andhowfarit

is in the future

• Whethertheoutbounddeliveryisautomaticallycreatedinthebackground

when the order is saved

Deliveryrelevanceontheorderitemcategorylevelisvalidonlyfortextorvalue

items. Youcanset,forexample,atextitemasrelevantfordeliverysothatitwill

betransferredtotheoutbounddeliveryfromthestandardorderandistherefore

availableinthedeliverydocument. Physicaldeliveriesusingtheinterfacetothe

MM Inventory Management componentareonly possible if schedulelinesare

used. This is why inthis standard case schedule linesmust beallowed for the

order item category, and theschedulelinecategory must be set as relevant for

delivery. Thegoodsissuemovement type(orgoodsreceiptmovementtypefor

returnsdeliveries)isdefinedattheschedulelinecategorylevel.

These settings have certain effects:

• All delivery item categories must also be defined as item categories in

Salesand Distribution, even item categoriesthat arenever found insales

documents. For example, DLN or ELN.

• Determinationofaschedulelinemustbeconfiguredforallitemcategories

in Sales and Distribution that do not have sales document category 7 as

thedeliveryitemcategory(inbounddelivery/shippingnotification)andfor

which agoodsmovement should be posted. Reason: the movement type

comesfromthetransactiontype. Youcandirectlyspecifythemovementtype

inCustomizingonlyfordeliveryitemcategoriesthathavetheSDdocument

category7(forexample,thedeliveryitemcategoryELN).