SCM650_EN_Col81_FV_Part_A4 (第1页)

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SCM650

Cross-Functional Customizing in

Sales and Distribution

SAPERPSalesandServices

Date

Training Center

Instructors

Education Website

Participant Handbook

Course Version: 81

Course Duration: 3 Day(s)

Material Number: 50087812

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.

Type Style Description

Example text Wordsorcharactersthatappearonthescreen. These

includefieldnames,screentitles,pushbuttonsaswell

asmenunames, paths, andoptions.

Alsousedforcross-referencestootherdocumentation

bothinternal(inthisdocumentation)andexternal(in

other locations, such asSAPNet).

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.

<Example text> Variableuserentry. Pointedbracketsindicatethatyou

replacethesewordsandcharacterswithappropriate

entries.

iii

Type Style	Description
Example text	Wordsorcharactersthatappearonthescreen. These includefieldnames,screentitles,pushbuttonsaswell asmenunames, paths, andoptions. Alsousedforcross-referencestootherdocumentation bothinternal(inthisdocumentation)andexternal(in other locations, such asSAPNet).
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.
<Example text>	Variableuserentry. Pointedbracketsindicatethatyou replacethesewordsandcharacterswithappropriate entries.

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AboutThisHandbook SCM650

Icons in Body Text

The following iconsareused in thishandbook.

Icon Meaning

Formoreinformation,tips,orbackground

Noteorfurtherexplanationofpreviouspoint

Exception or caution

Procedures

Indicatesthattheitemisdisplayedintheinstructor's

presentation.

Icon	Meaning
	Formoreinformation,tips,orbackground
	Noteorfurtherexplanationofpreviouspoint
	Exception or caution
	Procedures
	Indicatesthattheitemisdisplayedintheinstructor's presentation.

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Contents

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

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

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

Unit 1: Understanding Organizational Structures..................1

Understanding Organizational Structures ...........................2

Unit 2: Copying Control................................................ 23

Copying Control.......................................................24

Unit 3: Text Control...................................................... 49

Text Control............................................................50

Unit 4: Output............................................................. 79

Output Determination.................................................80

Output Processing....................................................93

Unit 5: System Modifications ........................................111

Basics of System Modification .....................................112

Adapting Lists ........................................................137

Adapting the User Interface ........................................148

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Contents SCM650

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Course Overview

ThistrainingcoursedealswithcomplexCustomizingsettingsthatapplyacross

allthefunctionsintheSalesandDistributionareaandthatfrequentlycrossover

into the area of system modification.

Target Audience

Thiscourseisintendedforthefollowing audiences:

• Members of the project team who work with all aspects of Customizing

for Sales and Distribution.

Course Prerequisites

Required Knowledge

• SCM600

• and at least one of the following training courses: SCM605, SCM610 or

SCM615

Course Goals

This course will prepare you to:

• Make settings that require knowledge of cross-application Customizing

functions, to map Sales and Distribution (SD) requirements in the SAP

system.

Course Objectives

After completingthiscourse, youwillbeable to:

• understandcomplexrelationshipswhenmappingorganizationalstructures

• adapt copying control

• configure text control

• implement output control

• explaintheoptionsforsystemmodificationinanyrelease

• modifytheinterfacefortransactionsandmasterdatainSalesandDistribution

SAP Software Component Information

TheinformationinthiscoursepertainstothefollowingSAPSoftwareComponents

and releases:

vii

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CourseOverview SCM650

viii

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Unit 1

Understanding Organizational

Structures

Unit Overview

Thisunitprovidesacompact,deeperunderstandingoftheorganizationalstructure

inSalesandDistribution,toenabletheparticipantstomakethecorrectdecisions

when creating the organizational model.

Unit Objectives

After completing thisunit, you will beableto:

• describethemainorganizationalelementsinSDandtheirrelationshipsto

one another

• createorganizationalelementsandusethemtobuildorganizationalstructures

• define shared master data to reduce the effort required for creating and

maintaining master data

• makeCustomizingsettingsthataffecttheuseoforganizationalelements

Unit Contents

Lesson: Understanding Organizational Structures............................2

Exercise 1: Defining Organizational Structures .........................13

Exercise 2: Understanding Organizational Structures..................17

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Unit1: UnderstandingOrganizationalStructures SCM650

Lesson: Understanding Organizational Structures

Lesson Overview

An overview of the significance of organizational structures in Sales and

Distributionisprovidedasareminder, toavoid unnecessaryerrorsinthisfirst,

important step in the implementation project.

Lesson Objectives

After completingthislesson, you will beable to:

• describethemainorganizationalelementsinSDandtheirrelationshipsto

one another

• createorganizationalelementsandusethemtobuildorganizationalstructures

• define shared master data to reduce the effort required for creating and

maintaining master data

• makeCustomizingsettingsthataffecttheuseoforganizationalelements

Business Example

AnessentialstepinimplementinganSAPsystemisrepresentingthestructureof

your company in the system.

BeforecreatingtheSDorganizationalstructures, youhavetodecidehowmuch

master data will need to be maintained.

Asthiswillhaveafar-reachingeffectontheproductivesystem,youmustconsider

the different ways of defining shared data.

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SCM650 Lesson: Understanding Organizational Structures

Sales Organization

Figure 1: Sales Organization

AsalesorganizationistheorganizationalelementinLogisticsthatrepresentsthe

companystructureaccordingtoitssalesanddistributionrequirements.

Asales organization is the businessunit that islegallyresponsible for product

liabilityandrightsof recourse, andhasan address.

You can define your own master data within a sales organization. A sales

organization can therefore have its own customer and material master data as

well as its own conditions and pricing.

Asalesorganizationisthehighestsumminglevel(aftertheclient)forsalesand

distributionstatistics, withitsownstatisticscurrency.

YoumustcreateatleastonesalesorganizationinyourSAPsystem.

Asalesorganizationisassignedtoonlyonecompanycode.

You can use the sales organization as a selection criterion for listing all sales

documentsaswellasforcreatingdeliveryandbillingworklists.

You can define how the output is printed for sales and billing documents

differently for each sales organization.

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Unit1: UnderstandingOrganizationalStructures SCM650

Figure 2: Distribution Channels

A distribution channel reflects the means by which your products or services

reach your customers.

Youcanassignadistributionchanneltooneormoresalesorganizations.

Youcanassignoneormoreplantstoadistributionchannel.

Withinthedistributionchannel, youcandefineyour owncustomeror material

master dataaswell as conditions and pricing.

Youcancreatemasterdataforamodeldistributionchannelthatcanthenbeused

in other distribution channels. To do this, you also have to assign the model

distribution channel to the other channels.

Youcandefineyourownsalesdocumenttypesforadistributionchannel.

Youcandeterminesalesofficesforadistributionchannel.

Alltheitemsinasalesdocumentbelongtoonedistributionchannel. Theentire

salesdocumentisthereforecreatedforadistributionchannel.

Theitemsinadeliverycanbelongtodifferentdistributionchannels.

Alltheitemsinabillingdocumentbelongtoonedistributionchannel.

Youcanusethedistributionchannelasaselectioncriterionforcreatinglists.

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SCM650 Lesson: Understanding Organizational Structures

Figure 3: Division

Youassignadivisiontooneormoresalesorganizations.

Youassignadivisiontooneormoredistributionchannels.

Amaterialalwaysbelongstoonespecificdivision. YouenterthedivisioninSales

andDistributionscreen1inthematerialmasterrecord.

Within the division, you can define your own master data for the customer as

well as conditions and pricing.

You can also create shared customer master dataaswell as conditions using a

modeldivisionwhicharethenvalidforseveraldivisions.

You can define sales offices for a division.

You can determine that all the items in a sales document belong to the same

division for each sales document type.

Theitemsinadeliveryorbillingdocumentcanbelongtodifferentdivisions.

Youcanusethedivisionasaselectioncriterionforlistingsalesdocumentsand

creating a delivery worklist.

Youcandefinedifferentwaysofprintingtheoutputbasedonthesalesdocuments

for each division.

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Unit1: UnderstandingOrganizationalStructures SCM650

Figure4: Divisionand Business Area AccountAssignment

Figure 5: Sales Area

The sales area is a combination of a particular sales organization, distribution

channel and division.

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SCM650 Lesson: Understanding Organizational Structures

Withincustomermasterdatathereareviewswithdatathatisspecifictothesales

area. Thesalesdocumentsareassignedtoasalesarea.

Hint: Asimpleorganizationalstructureoftenhasmoreadvantagesthana

complex structure.

For example, the user can gain a clearer overview of master data

maintenance or order entry.

Figure 6: Optional Organizational Elements in SD

Sales office:

• Anorganizationalunitthatisresponsibleforsalesanddistributionwithin

a geographical area.

• Asalesofficeestablishescontactsbetweenthecompany andtheregional

market.

• Youcanassignasalesofficetooneormoresalesareas

• Asalesofficecanbesubdividedintoseveralsalesgroups.

Sales group:

• Anorganizationalunitthatcarriesoutsalesandisresponsibleforthesales

process internally.

• Youcanassignasalesgrouptooneormoresalesoffices.

Salespersons:

• Asalesgroupconsistsofacertainnumberofsalespersons. Asalespersonis

assignedtoasalesofficeandgroupinthesalesemployeemasterrecord.

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Unit1: UnderstandingOrganizationalStructures SCM650

Youcancarryoutsalesanalysesfordifferentlevelsoftheorganizationalstructure

using the Sales Information System.

Figure 7: Shared Master Data Concept

Sharedmasterdataminimizestheeffortrequiredtocreateandmaintainmaster

data.

YoucanspecifywhichsalesareascanusethesharedmasterdatainCustomizing.

At “sales organization/distribution channel” level, you can define which

distributionchannelshouldbeusedforaccessingtheconditionrecordsandwhich

shouldbeusedforaccessingcustomerandmaterialmasterdata.

At“salesorganization/division”level,youcandefinewhichdivisionshouldbe

usedforaccessingconditionrecordsandwhichshouldbeusedforaccessingthe

customer master data.

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SCM650 Lesson: Understanding Organizational Structures

Figure 8: Shared Master Data - Example

Intheaboveexample,settingshavebeenmadeinCustomizingsothatthesales

areadata(1000,10,01)forthecustomermasterandthesalesareadata(1000,10)

forthematerialmastercanalsobeusedassharedmasterdataforthefollowing

sales areas:

• 1000 10 01

• 1000 10 02

• 1000 12 01

• 1000 12 02

In this example, the condition records are not shared, enabling you to create

differentpricingstructuresforeachorganizationalunit.

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Unit1: UnderstandingOrganizationalStructures SCM650

Figure 9: Shared Master Data - Limits

It is not possible to define shared master data for all sales organizations.

Improperuseofthesalesorganizationwhenmappingtheorganizationhere,for

example, as a level for mapping the distribution channel, would have serious

consequences,asyouwouldnotbeabletousethesharedmasterdatafunctionsat

thislevel. Undercertaincircumstancesthiswouldthenleadtoanincreaseinthe

numberofSDviewsthatneedmaintaininginthemasterdata.

Figure 10: Shared Master Data and SIS

Evenifyouareusingthesharedmasterdatafunction,thespecificorganizational

data transferred to the Sales Information System (SIS) comes from the sales,

delivery and billing documents.

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SCM650 Lesson: Understanding Organizational Structures

Thisallowsdetailedreportingforallorganizationalstructureswhileminimizing

theamountofmasterdatathatneedstobecreatedandmaintained.

Figure 11: Cross-Divisional Sales Documents

If you want the division at item level to beproposed from the material master

record for the item, the “ItemDivision”fieldmust beselected inCustomizing

for the sales document type.

Ifyouselectthisfield,thesystemproposesthedivisionfromthematerialmaster

recordfortheitem. Ifyouleavethefieldblank,thedivisioninthesalesdocument

header applies to all the items.

YoumayhavetotakeaccountoftheeffectofthissettingintheSISupdaterules

bydefiningthesourcefieldyourequireforthedivision.

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Unit1: UnderstandingOrganizationalStructures SCM650

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SCM650 Lesson: Understanding Organizational Structures

Exercise 1: Defining Organizational

Structures

Exercise Objectives

After completingthisexercise, youwillbeableto:

• extendanorganizationalstructureinSalesandDistribution

Business Example

Toimprovetheevaluationofsalesanddistributionstatistics,themanagementof

yourcompanyhasdecidedtoaddadistributionchanneltosalesorganization1000

to make the subdivisions more exact.

ItisyourjobtosetupthisdistributionchannelintheSAPsystem.

Task:

1. Definethenewdistributionchannelforyouractivitygroupaccordingtothe

followingtable,usingthedescription“VTWEGGroup##”:

Groupnumber Distribution Groupnumber Distribution

channel channel

01 D1 11 E1

02 D2 12 E2

03 D3 13 E3

04 D4 14 E4

05 D5 15 E5

06 D6 16 E6

07 D7 17 E7

08 D8 18 E8

09 D9 19 E9

10 D0 20 E0

2. Assignyournewdistributionchanneltosalesorganization1000.

3. Set up two new sales areas:

Continued on next page

Groupnumber	Distribution channel	Groupnumber	Distribution channel
01	D1	11	E1
02	D2	12	E2
03	D3	13	E3
04	D4	14	E4
05	D5	15	E5
06	D6	16	E6
07	D7	17	E7
08	D8	18	E8
09	D9	19	E9
10	D0	20	E0

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Unit1: UnderstandingOrganizationalStructures SCM650

Sales organization: 1000

Distribution channel: See table

Divisions: 00 and 02

4. Maintain the business area account assignment for your sales areas by

assigning rule 1 “Businessarea account assignment from plant/division”

to them.

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SCM650 Lesson: Understanding Organizational Structures

Solution 1: Defining Organizational

Structures

Task:

1. Definethenewdistributionchannelforyouractivitygroupaccordingtothe

followingtable,usingthedescription“VTWEGGroup##”:

Groupnumber Distribution Groupnumber Distribution

channel channel

01 D1 11 E1

02 D2 12 E2

03 D3 13 E3

04 D4 14 E4

05 D5 15 E5

06 D6 16 E6

07 D7 17 E7

08 D8 18 E8

09 D9 19 E9

10 D0 20 E0

a) Menu path: Tools → Customizing → IMG → Execute Project →

displaytheSAPReferenceIMG→EnterpriseStructure→Definition

→SalesandDistribution→Define, copy, delete, checkdistribution

channel

Choose Define distribution channel.

Choose New Entries.

2. Assignyournewdistributionchanneltosalesorganization1000.

a) Menupath: DisplaytheSAPReferenceIMG→EnterpriseStructure→

Assignment→SalesandDistribution→Assigndistributionchannelto

sales organization

Choose New Entries.

Assignyourdistributionchanneltosalesorganization1000.

Choose Save.

3. Set up two new sales areas:

Continued on next page

Groupnumber	Distribution channel	Groupnumber	Distribution channel
01	D1	11	E1
02	D2	12	E2
03	D3	13	E3
04	D4	14	E4
05	D5	15	E5
06	D6	16	E6
07	D7	17	E7
08	D8	18	E8
09	D9	19	E9
10	D0	20	E0

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Unit1: UnderstandingOrganizationalStructures SCM650

Sales organization: 1000

Distribution channel: See table

Divisions: 00 and 02

a) DisplaytheSAPReferenceIMG→EnterpriseStructure→Assignment

→SalesandDistribution→Set upsalesarea

Choose New Entries.

Enter the two sales areas.

Choose Save.

4. Maintain the business area account assignment for your sales areas by

assigning rule 1 “Businessarea account assignment from plant/division”

to them.

a) Menupath: DisplaytheSAPReferenceIMG →EnterpriseStructure

→ Assignment→SalesandDistribution→BusinessAreaAccount

Assignment→DefineRules BySalesArea

Locate the entry for sales organization 1000 and your distribution

channel D# or E#.

Enterrule 1 in both the sales areas.

Choose Save.

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SCM650 Lesson: Understanding Organizational Structures

Exercise 2: Understanding Organizational

Structures

Exercise Objectives

After completingthisexercise, youwillbeableto:

• define shared master data

Business Example

Toreducetheworkloadrequiredforcreatingandmaintainingdata,yournewsales

areashouldusethedatafromsalesarea1000,12,00. Itisyourjobtocreatethe

necessary prerequisites in Customizing.

Task:

1. Definedistributionchannel12astheshared(common)distributionchannel

for conditions and customer/material master data for your distribution

channel.

2. Nowtrytocreateanewstandardorderforthefollowingpurchaseorderin

your new sales area(1000, D# or E#, 00).

FAX

Customer: T-S50A##

PO number: ##-2-2

Req. delivery date: In one week

Material: T-AS1##

Quantity: 10

How does the system respond?

______________________________________________________

3. You still haveto assign thepermitted sales document types to your sales

area. Youshouldcopyexistingagreementsforsalesorganization1000

and distribution channel 10.

InCustomizingforsalesdocumenttypes,configurethesystemsothatthe

settingsfordistributionchannel10areusedforassigningthesalesdocument

typestothesalesareasfordistributionchannelD#orE#.

Continued on next page

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Unit1: UnderstandingOrganizationalStructures SCM650

4. Copy the pricing determination procedure for sales area (1000,10,00) to

your sales area (1000, D# or E#, 00).

5. Repeat exercise 2.

Create the new sales order.

DisplaytheconditionrecordforconditionPR00intheconditionscreen.

Forwhichdistributionchannelhastheconditionrecordbeencreated?

___________________________________________________

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SCM650 Lesson: Understanding Organizational Structures

Solution 2: Understanding Organizational

Structures

Task:

1. Definedistributionchannel12astheshared(common)distributionchannel

for conditions and customer/material master data for your distribution

channel.

a) Menupath: DisplaySAPReferenceIMG→SalesandDistribution→

MasterData→DefineCommonDistributionChannels

Locate the entry for sales organization 1000 and your distribution

channel D# or E#.

Enter12inthe“DCh-Conds”and“DCh-Cust/Mt”fields.

Choose Save.

2. Nowtrytocreateanewstandardorderforthefollowingpurchaseorderin

your new sales area(1000, D# or E#, 00).

FAX

Customer: T-S50A##

PO number: ##-2-2

Req. delivery date: In one week

Material: T-AS1##

Quantity: 10

How does the system respond?

______________________________________________________

a) Create a standard order:

Menu path: Logistics → Sales and Distribution → Sales → Order

→ Create

Choseordertype“Standardorder”andenterthedataforyoursalesarea.

b) Withthefollowing errormessage: Order typeORisnot definedfor

sales area 1000 (D# or E#) 00.

3. You still haveto assign thepermitted sales document types to your sales

area. Youshouldcopyexistingagreementsforsalesorganization1000

and distribution channel 10.

Continued on next page

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Unit1: UnderstandingOrganizationalStructures SCM650

InCustomizingforsalesdocumenttypes,configurethesystemsothatthe

settingsfordistributionchannel10areusedforassigningthesalesdocument

typestothesalesareasfordistributionchannelD#orE#.

a) Menu path: Display SAP Reference IMG →Salesand Distribution

→Sales →SalesDocuments→SalesDocument Header →Assign

Sales Area to Sales Document Types

Choose Combine distribution channels:

Locatetheentryforsalesorganization1000andyournewdistribution

channel D# or E#.

Enter 10 in the “RefDistCh” field.

Choose Save.

4. Copy the pricing determination procedure for sales area (1000,10,00) to

your sales area (1000, D# or E#, 00).

a) Menupath: DisplaySAPReferenceIMG→SalesandDistribution→

BasicFunctions→Pricing→PricingControl→DefineandAssign

Pricing Procedures

ChooseDefinePricingProcedureDetermination.

Placeyour cursor onsalesarea(1000,10,00)

Selecttheentryfordocumentprocedure“A”andcustomerprocedure

“1” and choose Copy As.

Overwritethedistributionchannelwithyournewdistributionchannel.

5. Repeat exercise 2.

Create the new sales order.

DisplaytheconditionrecordforconditionPR00intheconditionscreen.

Forwhichdistributionchannelhastheconditionrecordbeencreated?

___________________________________________________

a) Menu path:

Selecttheitem andchooseConditionsItem.

SelectthelinePR00intheconditionscreenfor theitemandchoose

Master data condition record.

Theconditionrecordiscreatedfordistributionchannel12.

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SCM650 Lesson: Understanding Organizational Structures

Lesson Summary

You should now be able to:

• describethemainorganizationalelementsinSDandtheirrelationshipsto

one another

• createorganizationalelementsandusethemtobuildorganizationalstructures

• define shared master data to reduce the effort required for creating and

maintaining master data

• makeCustomizingsettingsthataffecttheuseoforganizationalelements

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UnitSummary SCM650

Unit Summary

You should now be able to:

• describethemainorganizationalelementsinSDandtheirrelationshipsto

one another

• createorganizationalelementsandusethemtobuildorganizationalstructures

• define shared master data to reduce the effort required for creating and

maintaining master data

• makeCustomizingsettingsthataffecttheuseoforganizationalelements

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Unit 2

Copying Control

Unit Overview

Thisunitdealswithmakingcopyingcontrolsettingstomeetspecialrequirements.

Todothis, youwillneedtocreateacustomer-specificdatatransferroutine, for

example.

Unit Objectives

After completing thisunit, you will beableto:

• modifycopyingcontroltomeetspecialrequirements

Unit Contents

Lesson: Copying Control........................................................24

Exercise 3: Sales Document - Header ...................................33

Exercise 4: Sales Document - Item.......................................41

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Unit2: CopyingControl SCM650

Lesson: Copying Control

Lesson Overview

Lesson Objectives

After completingthislesson, you will beable to:

• modifycopyingcontroltomeetspecialrequirements

Business Example

SDbusinessprocessesarereflectedbytheflowofdocumentsinthesystem.

You can use copying control to define the requirements and options when

transferringdatafromareferencedocumenttoitssubsequentdocument.

When creating customer-specific salesdocument types in particular, you can

usethecopyingcontrolassignedtothatsalesdocumenttypetodeterminewhich

functions should be available.

Figure 12: Document Flow

Abusinessprocessiscomposedofindividualprocessstepsthatarerecordedas

documents. Dataiscopiedfromtheprecedingtothesubsequentdocumentinthe

process. Thisprocesschainiscapturedinthedocumentflow.

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SCM650 Lesson: Copying Control

Thedocumentflowisupdatedatfulldocumentlevel. Ifthe“UpdateDocument

Flow” indicator is set in copying control, the document flow is updated for

individual items too.

Youcanbranchfromthedocumentflowintothedocumentdisplayscreen.

Youcanalsodisplayadditionaldataaboutthestatusofadocumentlistedinthe

document flow.

• Example:

– Order - delivery status

– Delivery - picking status

– Billing document - billingdocument status

Figure 13: Creating with Reference (1)

Youcancreatesalesdocumentswithreferencetodocumentsthat werecreated

previously.

You can enter a different requested delivery date for all the items in the new

document.

Inadditionyoucancallupaselectionscreenforthereferenceddocument.

In this way you can transfer individual items and partial quantities from the

reference document into the new document.

Figure 14: Creating with Reference (2)

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Unit2: CopyingControl SCM650

Theitemsandquantitiesthatyouselectintheselectionscreenarecopiedtothe

new document.

Beforethedataiscopied,thesystemcancheckwhethercertainrequirementshave

been met. Examples of these requirementsare:

• Do the reference document and copied document have the same sold-to

party?

• Was the item being copied rejected ?

• Havetheitemsbeingcopiedalreadybeenreferenced?

• Hasthevalidityperiodofthereferencedocumentbeenexceeded?

•

Hint: Youcannotcopyincompletesalesdocuments.

Youcancontrol whichdatashouldbecopiedwhenreferencing, suchasheader

data, partner data or conditions.

The“CreatewithReference”functionisavailableontheinitial entryscreenas

wellasduringdocumententrysothatyoucould, forexample,combineseveral

quotations for one customer in one salesorder.

Figure 15: Copying Control - Overview

第 35 页 / 共 177 页

SCM650 Lesson: Copying Control

The copying control tables are an important element in Customizing for your

SAP system.

• Thesetablescontrolmanyofthefunctionsthatareexecutedwhenyoucreate

adocument thatreferencesaprecedingdocument.

Therearecopyingcontroltablesforsales,deliveryandbillingdocuments.

• Therearecontroltablesforalllevelsofthesalesdocument.

• Example:

• Therearethreelevelsforcopyingcontrolforsalesdocuments:

– Header

– Item

– Schedule line

Figure 16: Copying Requirements

Beforedataiscopiedfromthereferencedocumenttothetargetdocument,certain

requirements must be met.

TheserequirementsarecontainedinABAP/4routinesandselectedinthecopying

control tables using their ID number.

YoucanusetransactionVOFMtocreatecustomer-specificroutinesbycopying

existingroutinesandmodifying themaccordingly.

YoucanfindtransactionVOFMintheImplementationGuideunderthefollowing

path:

SalesandDistribution →SystemModifications→Routines→DefineCopying

Requirements

Oncethecopyingrequirementsaresatisfied,thespecifieddatatransferroutines

are executed.

第 36 页 / 共 177 页

Unit2: CopyingControl SCM650

Figure 17: Copying Control - Header Level

Incopyingcontrolatheaderlevel,youdefinewhichsourcedocumenttypesmay

be copied into which target document types.

Thesystemwillnotallowyoutocreateasalesdocumentthatreferencesanother

salesdocumentiftherelevantsalesdocumenttypesarenotcontainedincopying

control.

Thedetailsscreenforaselected“Targetdocumenttype/Sourcedocumenttype”

pair contains:

• Copying requirements

• Data transfer routines

• The agreement on whether or not item numbers are copied to the target

document

• The“Fullreference”agreement(thatis; thesystemonlycopiesthewhole

sourcedocumentintothetargetdocument,andissuessystemmessageslater

ifsomeonetriestochangetheorderquantityordeleteanitem)

第 37 页 / 共 177 页

SCM650 Lesson: Copying Control

Figure 18: Copying Control - Item Level (1)

Incopyingcontrol,theitemlevelcontrolsaredefinedforeachitemcategoryfor

every“Targetdocumenttype/Sourcedocumenttype”pairing.

The detailsscreen for anitemcategorycontains:

• Copying requirements

• Data transfer routines

and includesthe following important entries:

• Quantity/value pos/neg:

Controls how the completed quantity in the item in thesource document

is affected by the copying action.

• Copy quantity:

Determinesthequantitythatiscopiedtothetargetdocument

(forexample,blank=bestpossiblequantity=openorderquantityforsales

document type SP).

• Pricing type:

Specifieshowpricingdatashouldbehandledwhencopying.

• Update document flow:

Specifieswhetherthesystemupdatesthedocumentflowwhenadocumentis

copied.

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Unit2: CopyingControl SCM650

Figure 19: Copying Control - Item Level (2)

Theitemcategorydeterminationrulesalsoapplywhenyoucreatesalesdocuments

with reference.

Ifanitemcategoryhasbeensetmanuallyinthesourcedocument, youmustfill

the “Default Item Category” field so that the corresponding item category is

activated in the target document.

Figure 20: Updating the Reference Status

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SCM650 Lesson: Copying Control

Youcancontrolwhenanitemfromthereferencedocumentiscomplete:

• Anitemiscompleteassoonasitisreferenced.

Intheaboveexample, theinquiryiscompletely referenced evenif onlya

partial quantityhasbeen copiedtothequotation.

• An item is only completed once the full quantity has been copied into a

subsequent document.

Thequotationitemisonlypartiallyreferencedintheaboveexample. This

means that it is possible to enter several orders from this item until the

quantity is completely used up.

• You can make these settings in Customizing when controlling the item

categories.

If an itemis rejected, it is given "not referenced/completed" statusin the

reference document.

第 40 页 / 共 177 页

Unit2: CopyingControl SCM650

第 41 页 / 共 177 页

SCM650 Lesson: Copying Control

Exercise 3: Sales Document - Header

Exercise Objectives

After completingthisexercise, youwillbeableto:

• set your own requirements at header level when copying “from sales

document to sales document”.

Business Example

In your company, you often create a quotation for a certain customer, but the

actual sales order for thisquotation is issued toa sold-to party with adifferent

customer number.

CheckyourSAPsystemand,ifnecessary,configureitsothatyouareallowedto

createorderswithreferencetoaquotationfordifferentcustomers. Ifthecustomer

isthesameforthequotationandsalesorder,thesystemshouldcopythepurchase

order data in thequotation to the sales order.

Task 1:

First, testordercreationwithreferencetoaquotation.

1. Create a quotation with quotation type “QT” based on the following

customer inquiry.

Thequotationshouldbevaliduntiltheendofthefollowingmonth.

FAX Inquiry

Customer: T-S50A##

Clerk: Mr. Miller

Inquiry Number: ##-1-1.1

Req. delivery date: In one week

Material: T-AS3##

Quantity: 10

(Motorcycle1200cm3)

2. Enteranetprice(PN00)of12,000europerpieceandenterthenameofthe

employeewhorespondedtotheinquiryinthepurchaseorderdata.

3. Savethequotationandnotethequotationnumber.

_______________________________________________________

Continued on next page

第 42 页 / 共 177 页

Unit2: CopyingControl SCM650

4. The customer's branch places an order with reference to the quotation

from activity 1-1.1.

Try to create an order with your order type ZA## with reference to this

quotation.

FAX

Customer: T-S50B##

Inquiry Number: ##-1-1.4

Req. delivery date: In one week

Material: T-AS3##

Quantity: 6

5. How does the system respond?

_______________________________________________________

Task 2:

Configureyour order typeZA##in copyingcontrol so that you are allowed to

createorderswithreferencetoquotationsfordifferentcustomers,andsothatthe

purchaseorderdataisalsocopiedfromthequotationtotheorder.

1. IncopyingcontrolsfromsalesdocumenttypeQTtoZA##,assigncopying

requirement 002 to your order type ZA##.

2. Assignthedatatransferroutine951(createdbytheinstructor)toyourorder

type. Thismeansthatthesystemalsocopiespurchaseorderdata.

3. NowtestthenewconfigurationforordertypeZA##byrepeatingactivity1-4.

4. Save the order and note theorder number.

________________________________________________________

5. Look at the quotation you created earlier. Check the statusin the header

data and note the reference status.

________________________________________________________

6. Customer T-S50A## also placesanorder withreferenceto the quotation

fromactivity1-1.1(purchaseorder number##-1-1).

FAX

Customer: T-S50A##

Inquiry Number: ##-1-2.6

Continued on next page

第 43 页 / 共 177 页

SCM650 Lesson: Copying Control

FAX

Req. delivery date: In one week

Material: T-AS3##

Quantity: 4

7. Createtheorderandlookatthepurchaseorderdata.

8. Savethe order and note the order number.

________________________________________________________

9. Lookatthequotationyou created earlier. Check thestatusintheheader

data and note the overall status.

________________________________________________________

第 44 页 / 共 177 页

Unit2: CopyingControl SCM650

Solution 3: Sales Document - Header

Task 1:

First, test order creationwithreferencetoaquotation.

1. Create a quotation with quotation type “QT” based on the following

customer inquiry.

Thequotationshouldbevaliduntiltheendofthefollowingmonth.

FAX Inquiry

Customer: T-S50A##

Clerk: Mr. Miller

Inquiry Number: ##-1-1.1

Req. delivery date: In one week

Material: T-AS3##

Quantity: 10

(Motorcycle1200cm3)

a) Create order:

Menu path:

Logistics→SalesandDistribution→Sales→Quotation→Create

Choosequotationtype“QT”andenteryourdata.

2. Enteranetprice(PN00)of12,000europerpieceandenterthenameofthe

employeewhorespondedtotheinquiryinthepurchaseorderdata.

a) Menu path:

Selecttheitem andchooseConditionsItem.

ChooseAddlineinthelowerpartofthescreen.

Afterenteringthecorrespondingdata, choose“Enter”toactivatethe

condition.

Return to the main screen.

Choose the Display details for document header pushbutton in the

upper right-hand part of the screen.

Choose the Purchase data tab page.

Enter your data.

Continued on next page

第 45 页 / 共 177 页

SCM650 Lesson: Copying Control

3. Savethequotationandnotethequotationnumber.

_______________________________________________________

4. The customer's branch places an order with reference to the quotation

from activity 1-1.1.

Try to create an order with your order type ZA## with reference to this

quotation.

FAX

Customer: T-S50B##

Inquiry Number: ##-1-1.4

Req. delivery date: In one week

Material: T-AS3##

Quantity: 6

a) Create order:

Menu path:

Logistics→SalesandDistribution→Sales→Order→Create

ChooseordertypeZA##andenterthesalesareadata.

EnterCustomer2withthenumberT-S50B##asthesold-topartyinthe

order header.

Choose: SalesDocument→Createwithreference.

Choose the Quotation tab page.

Enter the quotation number or look for your quotation using the

purchase order number ##-1-1.1

5. How does the system respond?

_______________________________________________________

a) Thesystemoutputstheerrormessage: Sold-topartiesaredifferent.

Continued on next page

第 46 页 / 共 177 页

Unit2: CopyingControl SCM650

Task 2:

Configureyour order typeZA##in copyingcontrol so that you are allowed to

createorderswithreferencetoquotationsfordifferentcustomers,andsothatthe

purchaseorderdataisalsocopiedfromthequotationtotheorder.

1. IncopyingcontrolsfromsalesdocumenttypeQTtoZA##,assigncopying

requirement 002 to your order type ZA##.

a) Set copying requirement 002:

Menu path:

Tools → Customizing → IMG → Execute Project → Display SAP

ReferenceIMG→SalesandDistribution→Sales→MaintainCopy

Control for Sales Documents

ChooseCopyingControl: SalesDocumenttoSalesDocument.

Choose: TableView→Display->Change

Select Target: ZA##, Source: QT

Choose Detail (magnifying glass).

Enterroutine2intheCopyingrequirementsfield.

2. Assignthedatatransferroutine951(createdbytheinstructor)toyourorder

type. Thismeansthatthesystemalsocopiespurchaseorderdata.

a) Set data transport routine 951:

Menu path:

See solution to 2-1

Enter routine 951 in the VBAK field.

Save your entries.

Continued on next page

Groupnumber	Distribution channel	Groupnumber	Distribution channel
01	D1	11	E1
02	D2	12	E2
03	D3	13	E3
04	D4	14	E4
05	D5	15	E5
06	D6	16	E6
07	D7	17	E7
08	D8	18	E8
09	D9	19	E9
10	D0	20	E0

Groupnumber	Distribution channel	Groupnumber	Distribution channel
01	D1	11	E1
02	D2	12	E2
03	D3	13	E3
04	D4	14	E4
05	D5	15	E5
06	D6	16	E6
07	D7	17	E7
08	D8	18	E8
09	D9	19	E9
10	D0	20	E0

Groupnumber	Distribution channel	Groupnumber	Distribution channel
01	D1	11	E1
02	D2	12	E2
03	D3	13	E3
04	D4	14	E4
05	D5	15	E5
06	D6	16	E6
07	D7	17	E7
08	D8	18	E8
09	D9	19	E9
10	D0	20	E0

Groupnumber	Distribution channel	Groupnumber	Distribution channel
01	D1	11	E1
02	D2	12	E2
03	D3	13	E3
04	D4	14	E4
05	D5	15	E5
06	D6	16	E6
07	D7	17	E7
08	D8	18	E8
09	D9	19	E9
10	D0	20	E0

Groupnumber	Distribution channel	Groupnumber	Distribution channel
01	D1	11	E1
02	D2	12	E2
03	D3	13	E3
04	D4	14	E4
05	D5	15	E5
06	D6	16	E6
07	D7	17	E7
08	D8	18	E8
09	D9	19	E9
10	D0	20	E0

Groupnumber	Distribution channel	Groupnumber	Distribution channel
01	D1	11	E1
02	D2	12	E2
03	D3	13	E3
04	D4	14	E4
05	D5	15	E5
06	D6	16	E6
07	D7	17	E7
08	D8	18	E8
09	D9	19	E9
10	D0	20	E0