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3. NowtestthenewconfigurationforordertypeZA##byrepeatingactivity1-4.
a) 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
Choose Item selection.
ReducethequantitytotherequiredvalueandchooseCopy.
4. Savethe order and note the order number.
________________________________________________________
a)
5. Look at the quotation you created earlier. Check thestatus in the header
data and note the reference status.
________________________________________________________
a) Reference status: partly referenced
Menu path:
Logistics→SalesandDistribution→Sales→Quotation→Display
ChooseDisplaydetailsfordocumentheader.
Choose the Status tab page.
6. Customer T-S50A## also placesan order withreferenceto thequotation
fromactivity1-1.1(purchaseordernumber##-1-1).
FAX
Customer: T-S50A##
Inquiry Number: ##-1-2.6
Continued on next page
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FAX
Req. delivery date: In one week
Material: T-AS3##
Quantity: 4
a)
7. Createtheorderandlookatthepurchaseorder data.
a) Thenameofthepurchaserwastakenfromthequotation.
8. Save the order and note theorder number.
________________________________________________________
a)
9. Lookatthequotation youcreatedearlier. Checkthestatusin the header
data and note the overall status.
________________________________________________________
a) Overall status: completed.
Menu path:
Logistics→SalesandDistribution→Sales→Quotation→Display
ChooseDisplaydetailsfordocument header.
Choose the Status tab page.
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SCM650 Lesson: Copying Control
Exercise 4: Sales Document - Item
Exercise Objectives
After completingthisexercise, youwillbeableto:
• setyourownrequirementsatitemlevelwhencopying“fromsalesdocument
to sales document”.
Business Example
The marketing departmenthas requested a“samplequotation” salesdocument
type for special promotions, which the individual sales offices can use as a
templatewhentheycreatequotationsforselectedcustomers. Thiswillmakethe
process of creating quotationsmoreefficient.
Task 1:
Createa newsales document type“samplequotation group ##”, whichcan be
used as a template for creating quotations.
1. CreatequotationtypeZQ##bycopyingquotationtypeZAG.
2. EnterasamplequotationZQ##forsalesarea1000,12,00forthefollowing
material.
SampleQuotation
Customer: OTC-650
PO number: Sample quotation ##
Valid to: Endofthefollowingmonth
Req. deliverydate: Default value
Material: T-AS3##
Quantity: 1
Promotionaldiscount: 30 % (KA00)
3. Savethesamplequotationandnotethequotationnumber.
_______________________________________________________
Continued on next page
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Unit2: CopyingControl SCM650
Task 2:
Customer1belongstoaselectedgroupofcustomersthatshouldreceiveaspecial
quotation based on the sample quotation.
1. Create a quotation with quotation type QT with reference to the sample
quotation created in activity 1-3.
Quotation
Customer: T-S50A##
PO number: Sample quotation ##
Requireddeliverydate: In one week
Material: T-AS3##
Quantity: 1
2. Ontheconditionsscreencheckwhetherthepromotionaldiscounthasbeen
correctly copied from the samplequotation.
Savethequotationandnotethequotationnumber.
_______________________________________________________
3. Lookatthesamplequotationthatyoucreatedpreviously. Checkthestatus
intheheaderdataandnotetheoverallstatusandthereferencestatus.
______________________________________________________
Task 3:
1. Inafinaltest,trytocreateanorderwithreferencetothesamplequotation. Is
it possible?
_____________________________________________________________
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SCM650 Lesson: Copying Control
Solution 4: Sales Document - Item
Task 1:
Createa newsales document type“samplequotation group ##”, whichcan be
used as a template for creating quotations.
1. CreatequotationtypeZQ##bycopyingquotationtypeZAG.
a) Menu path:
Tools→Customizing→ExecuteProject→DisplaySAPReference
IMG→SalesandDistribution→Sales→SalesDocuments→Sales
DocumentHeader→DefineSalesDocumentTypes
PlaceyourcursoronsalesdocumenttypeZAG.
Select the table entry.
Choose Copy As.
OverwriteZAGwithZQ##intheSalesDocumentTypefield.
Respondtothesystemquery “Istheentryalso relevant forcopying
control” with YES.
Save your entries.
2. EnterasamplequotationZQ##forsalesarea1000,12,00forthefollowing
material.
SampleQuotation
Customer: OTC-650
PO number: Sample quotation ##
Valid to: Endofthefollowingmonth
Req. deliverydate: Default value
Continued on next page
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Unit2: CopyingControl SCM650
Material: T-AS3##
Quantity: 1
Promotionaldiscount: 30 % (KA00)
a) Create sample quotation:
Menu path:
Logistics→SalesandDistribution→Sales→Quotation→Create
ChoosequotationtypeZQ##andenteryourdata.
Promotional discount:
Selecttheitem andchooseConditionsItem.
ChooseAddlineinthelowerpartofthescreen.
ChooseconditiontypeKA00andenter30intheAmountfield.
Return to the main screen.
3. Savethesamplequotationandnotethequotationnumber.
_______________________________________________________
a)
Task 2:
Customer1belongstoaselectedgroupofcustomersthatshouldreceiveaspecial
quotation based on the sample quotation.
1. Create a quotation with quotation type QT with reference to the sample
quotation created in activity 1-3.
Quotation
Customer: T-S50A##
PO number: Sample quotation ##
Continued on next page
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SCM650 Lesson: Copying Control
Requireddeliverydate: In one week
Material: T-AS3##
Quantity: 1
a) Create documents with reference:
Menu path:
Logistics→SalesandDistribution→Sales→Quotation→Create
ChosequotationtypeQTandenterthesalesareadata.
Enter Customer 1 with the number T-S50A## as the sold-to party
in the order header.
Choose: Salesdocument→Createwithreference
Choose the Quotation tab page.
Enterthequotationnumberof thesamplequotation, or searchforit
usingpurchaseordernumber“samplequotation##”.
Choose Copy.
2. Ontheconditionsscreencheckwhetherthepromotionaldiscounthasbeen
correctlycopied from thesample quotation.
Savethequotationandnotethequotationnumber.
_______________________________________________________
a)
3. Lookatthesamplequotationthatyoucreatedpreviously. Checkthestatus
intheheaderdataandnotetheoverallstatusandthereferencestatus.
______________________________________________________
a)
Overall status: Open
Reference status: Not referenced
Menu path:
ChooseDisplaydetailsfordocumentheader.
Choose the Status tab page.
Continued on next page
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Unit2: CopyingControl SCM650
Task 3:
1. Inafinaltest,trytocreateanorderwithreferencetothesamplequotation. Is
it possible?
_____________________________________________________________
a) CopyingfromsalesdocumentZQ##toORisnotsupported(because
the copying control does not contain an entry “Target OR - Source
ZQ##”).
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SCM650 Lesson: Copying Control
Lesson Summary
You should now be able to:
• modifycopyingcontroltomeetspecialrequirements
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UnitSummary SCM650
Unit Summary
You should now be able to:
• modifycopyingcontroltomeetspecialrequirements
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Unit 3
Text Control
Unit Overview
Thisunitdescribesthetext control options. Theparticipants will also see how
userexitsareemployedtorealizerequirementsthatcannotbemetusingstandard
Customizing for tables.
Unit Objectives
After completing thisunit, you will beableto:
• IdentifythesourceoftextsinSalesandDistribution
• Describethecriteriawhichinfluencehowtextsaredetermined
• Define andassign text typesin Customizing
• Edit textsmanually in the sales document
Unit Contents
Lesson: Text Control.............................................................50
Exercise 5: Texts in the Sales and Distribution Process ...............61
Exercise 6: Configuring Text Control......................................65
Exercise 7: Referencing and Copying Texts.............................73
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Unit3: TextControl SCM650
Lesson: Text Control
Lesson Overview
ThislessondescribesthebasicprinciplesoftextcontrolinSalesandDistribution.
Particularemphasisisplacedontextdeterminationinsalesdocuments.
Lesson Objectives
After completingthislesson, you will beable to:
• IdentifythesourceoftextsinSalesandDistribution
• Describethecriteriawhichinfluencehowtextsaredetermined
• Defineandassign text types in Customizing
• Edit textsmanually in the salesdocument
Business Example
TextsarestoredintheSAPsystemwithalinktodifferentobjects.
Duringorderentry,thesystemusesaconfigurablelogictoaccessthesavedtexts
andcopythemtothedocument. Youcanalsoeditthetextsmanuallyoraddnew
texts.
You may need new text types in order to implement customer-specific
requirements. Thesenewtexttypesalsohavetobelinkedtodocumentprocessing.
Figure 21: Texts
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SCM650 Lesson: Text Control
TextsarestoredinvariousobjectsindocumentsintheSAPsystem,suchasthe
customermasterrecord, thematerialmasterrecord, thecustomer-material-info
record and in all documents.
Thecustomermasterrecordcontainscentraltexts, textsspecifictoAccounting
andtoSalesandDistributionaswellastextsforcontactpersons. Youcandefine
different text types for each of these areas.
Example of sales-specific text types:
Salesnote, marketingnote, shippingspecification, etc.
Thematerialmasterrecordcontainsapurchaseordertextandasalestext.
Documents containtextsatheader anditemlevel.
Youcanenter textsinseveral different languages.
Figure 22: Texts in Business Processes
Textscanbestoredinthemasterdataandcopiedfrommasterdataintosalesand
distribution documents.
Texts can also be copied from a reference document to another sales and
distribution document,
forexample,fromaquotationtoanorder,orfromanordertoadeliverydocument.
Texts can be copied in a specific language.
Youcandeterminetheconditionsunderwhichtextsaretobecopied,forexample,
whetherthetextiscopiedfromthecustomermasterrecordorfromapreceding
document.
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Unit3: TextControl SCM650
Youcanalsocopyastandardtextintoasalesdocument(forexample,Christmas
greetings).
Figure 23: Text Control Overview (Sales Documents)
Textcontrolisusedtodeterminetextsautomaticallywhenyoucreateatextobject.
Youcandefinedifferent textdeterminationproceduresforeachtextobject(for
example,thesalesdocumentheaderorthecentraltextsforacustomer).
Thetextdeterminationprocedurescontainallthetexttypesthatcanbemaintained
for a text object.
Each characteristic in a text object must be assigned to one of the defined
procedures. Thismeansthatwhenyoucreateacustomermasterrecord,thesystem
usesthetext determinationprocedurethat hasbeenassignedto thatcustomer's
account group. Or, in sales order entry, the text determination procedure is
assignedto thesalesdocument headerthat wasassignedto thesalesdocument
type.
Youcandefineanaccesssequenceforeverytexttypeinthetextdetermination
procedurefordocuments. Thissequencecontainsthesearchstrategyusedbythe
system to find the required text.
Youcanalsodefinespecificcontrolsforeachtexttype,suchasincludingatext
type in the incompleteness log.
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Figure 24: Text Control (1) - Text Type
Atext typeis created for a specifictext object.
AlargenumberoftexttypesaredeliveredwiththeSAP system. Inadditionto
thesetexttypes,youcancreatecustomer-specifictexttypes.
Figure 25: Text Control (2) - Access Sequence
An access sequence consists of individual access steps. You use the access
sequence to determine the search strategy the system uses to try to find a text
automatically.
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Unit3: TextControl SCM650
Everyaccessstepcontainsaspecifiedtextobjectasthetextsourcefortheaccess.
Youcanalsospecifyconditionsforeachaccesssteptolimitthesearchto:
• Specific partner functions
• Specific languages
• Anyother conditionsthatyoucandefineyourself
Ifyousetupanewaccesssequenceorchangeexistingones,youneedtogenerate
theaccessstepsinordertoactivatethenewaccesssequenceorthechanges.
Figure 26: Text Control (3) - Permitted Text Objects
Everyaccessstepcontainsaspecifiedtextobjectasthetextsourcefortheaccess.
ThetextobjectsthatcanbeusedintheSDmodulearespecifiedintheallowed
values shown above.
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SCM650 Lesson: Text Control
Figure 27: Text Control(4)-Text Determination Procedure
Texttypesareincludedinatextdeterminationprocedure. Thetextdetermination
procedurescontainallthetexttypesthatcanbemaintainedforatextobject.
Theattributesofthetextdeterminationprocedurevaryforcustomerordocument
text objects.
Youcandeterminewhetherthetextshouldbecopiedorreferenced.
Fordocumenttextdeterminationproceduresyoucanalsospecifywhether:
• Atext shouldbemandatory(incompletenesslog)
• The text should be determined automatically
• Whetherthetextshouldbedisplayedinatextwindow(popup)whenitis
transferred to the document.
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Unit3: TextControl SCM650
Figure 28: Text Control (5) - Procedure Assignment
Each attributeof atext object must then be assigned to one of thedefined text
determination procedures.
Thismeansthatwhenyoucreateacustomermasterrecord,thesystemusesthetext
determinationprocedurethathasbeenassignedtothatcustomer'saccountgroup.
During order entry, the system assigns the procedure that belongs to the sales
documenttypetothesalesdocumentheaderandtheprocedurethatbelongstothe
item category to the document items.
Figure 29: Text Control (6) - Analysis
Youcanuseananalysisfunctionfor textcontrol inthescreensformaintaining
sales documents.
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SCM650 Lesson: Text Control
Menu path:
Goto → Header (or item) → Texts
Choose Log
Fromtheanalysisfunction youcangodirectlytotheImplementationGuideto
configure the text control.
Figure 30: Using Texts as Reference
Foreachtexttypeinatextdeterminationprocedure,youcandeterminewhether
thetextadoptediscopied(duplicated)orreferencedfromthesourcedocument
(template).
Usingatextasareferencehasthefollowingconsequences:
• Aslongasthetextinsalesdocument2referstothetextinsalesdocument1,
it cannot be changed.
• Ifthetextinsalesdocument1ischanged,thetextinsalesdocument2will
be changed too.
• Ifthetextinsalesdocument2ischanged, itiscopiedautomatically. Any
changestothetextinsalesdocument1willnolongeraffectthetextinsales
document 2.
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Figure 31: Copying Texts
Foreachtexttypeinatextdeterminationprocedure,youcandeterminewhether
thetextadoptediscopied(duplicated)orreferencedfromthesourcedocument
(template).
Copying thetext hasthe following consequences:
• Theduplicatedtextcanbechangedinthedocument.
• Ifthetextischangedinsalesdocument1,itdoesnotaffectsalesdocument2.
Copying texts requires more memory than referencing texts from a source
document. You should therefore only choose to copy a text if copying is a
functional necessary.
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Figure32: TextSource“PrecedingDocument”intheBillingDocument
ThetextsourcefortextobjectsVBBK(salesanddistributionheadertexts)and
VBBP (sales and distribution item texts) can be selected in the configuration
for the billing type.
If“TextDelivery”isswitchedoff,thecorrespondingtextsaretakenfromtheorder.
If “Text Delivery” is switched on, the corresponding texts are taken from the
outbound delivery.
Figure33: Customer-SpecificDataTransferRoutineforTexts
DatatransferroutinesfortextsarealsocreatedusingtransactionVOFM.
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Unit3: TextControl SCM650
Inthiscase,thenamespaceforcustomer-specificroutines(2-digitkey)isbetween
50 and 99.
Youcanfindthedescriptionsofavailabledatastructuresinthesampleroutines1
and 2, which are delivered as standard.
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SCM650 Lesson: Text Control
Exercise 5: Texts in the Sales and
Distribution Process
Exercise Objectives
After completingthisexercise, youwillbeableto:
• IdentifythesourceoftextsinSalesandDistribution
Business Example
An employee from a sales office has created an order and printed the order
confirmation. Here,hefindsanadditionaltextabouthismaterialthathedidnot
enter. He would like to know from the system administrator why the text has
appeared in the document.
Task:
1. Searchfortheorderinquestionwiththepurchaseordernumber“##-1-2.6”.
2. Displaythedocumentandanalyzethesourceofthematerialsalestextfor
the order item.
3. Wherewasthematerialsalestexttakenfrom(objectkey)?
___________________________________________________________
4. DisplaythesalestextinthematerialmasterformaterialTAS3##.
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Unit3: TextControl SCM650
Solution 5: Texts in the Sales and
Distribution Process
Task:
1. Searchfortheorderinquestionwiththepurchaseordernumber“##-1-2.6”.
a) Search for the order:
Menu path:
Logistics→SalesandDistribution→Sales→Order→Display
Choosesearchhelp“A:SalesDocumentsbyCustomerPurchaseOrder
Number”.
Enterthepurchaseordernumberinthefield: ##-1-2.6
2. Displaythedocumentandanalyzethesourceofthematerialsalestextfor
the order item.
a) Displaythetext determinationlogintheorder:
Menu path:
Select the order to be displayed.
Select order item 10
Choose Display details for item.
Choose the Texts tab page.
Choose Log.
3. Wherewasthematerialsalestexttakenfrom(objectkey)?
___________________________________________________________
a) ThematerialsalestextwastakenfromobjectVBBP,ID0001(item
textsfromprecedingdocument,materialsalestext).
Continued on next page
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SCM650 Lesson: Text Control
4. DisplaythesalestextinthematerialmasterformaterialTAS3##.
a) Displaythesalesanddistributiontextinthematerialmaster:
Menu path:
Logistics→SalesandDistribution→MasterData →Products→
Material →Trading Goods →Display
Choosethesalesanddistribution textview.
Enter the organization levels:
Salesorganization: 1000
Distributionchannel: 12
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SCM650 Lesson: Text Control
Exercise 6: Configuring Text Control
Exercise Objectives
After completingthisexercise, youwillbeableto:
• DefineandassigntexttypesinCustomizingforSalesandDistribution
Business Example
The employees in customer service would like to be able to enter a particular
quotationheadertextinquotations. Itisyourjobtosetuparelevanttexttypein
the SAP system.
Task 1:
1. Createanewtextdeterminationprocedureforthesalesdocument“Header
texts group ##” with ID (50 + ##), for example: for ## = 01→ 51), by
copying text determination procedure 01.
2. CopytexttypeY001,createdinthepreviousdemobyyourinstructor,into
your new text determination procedure.
3. First, create your own access sequence 90## for text type Y001. The
quotationheadertextshouldbecopiedfromthereferencedocumentinthe
correct language.
4. NowaddtexttypeY001intoyourtextdeterminationprocedure(50+##),
andassignyouraccesssequence90##tothetexttype.
5. Assignthenewtextdeterminationprocedureforthesalesdocumentheader
toyourdocumenttypeZA##(previousassignment: determinationprocedure
01).
Task 2:
Test how your new assignment works.
1. Create a quotation with quotation type QT for the following customer
inquiry:
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-2-4.1
Continued on next page
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Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
2. Createa new quotation header text, for example, “While stocks last. All
orders subject to prior sale”.
3. Create an order with your sales order type ZA## with reference to the
quotationabove(purchaseordernumber:##-2-4.3).
4. Checkthatthequotationheadertexthasbeencopiedintotheorder.
If necessary, use the analysis function for text determination to clear up
any problems.
5. Completetheaboveorderbyenteringanadditional itemtext for“labels”
with the following contents:
“Hold for Smith's Motorcycle Center”
6. Save theorder and notethedocument number.
____________________________________________________
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SCM650 Lesson: Text Control
Solution 6: Configuring Text Control
Task 1:
1. Createanewtextdeterminationprocedureforthesalesdocument“Header
texts group ##” with ID (50 + ##), for example: for ## = 01→ 51), by
copying text determination procedure 01.
a) Createanewtext determinationprocedure:
Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic
Functions→TextControl→DefineandAssignTextDetermination
Procedures
Select: Sales Document / Header
Choose Change
Intheoverviewtree,choosetheTextDeterminationProcedurenode
Selecttheentryforthetextdeterminationprocedurewithkey01
Choose Copy As
On the next screen, overwrite key 01 with your own determination
procedure keys (50 + ##), and change the description to “Header
Text – Group ##”
Choose Enter
Inthefollowingdialogbox, chooseCopyAll
Save your entries.
2. CopytexttypeY001,createdinthepreviousdemobyyourinstructor,into
your new text determination procedure.
a) Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic
Functions→TextControl→DefineandAssignTextDetermination
Procedures
Select: Sales Document / Header
Choose Change
Continued on next page
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3. First, create your own access sequence 90## for text type Y001. The
quotationheadertextshouldbecopiedfromthereferencedocumentinthe
correct language.
a) Create access sequence 90##:
Menu path:
Intheoverviewtree,choosethenodeAccessSequences.
Choose New Entries.
Add the entry 90##.
SelecttheentryandchoosethenodeAccessSequencesforTextIdsin
the overview tree.
Choose New Entries.
Enter:
SeNo 10
Text Object: VBBK
ID Y001
Languagesource: all
Requirement: 1(Referencedocumentheader)
Save the access sequence.
4. NowaddtexttypeY001intoyourtextdeterminationprocedure(50+##),
andassignyouraccesssequence90##tothetexttype.
a) IncludetexttypeY001inyourowntextdeterminationprocedure:
Menu path:
Intheoverviewtree,choosetheTextDeterminationProceduresnode.
Select theentry for the text determination procedure with your key
(50 + ##).
Intheoverviewtree,choosethenodeTextIDsinTextDetermination
Procedure.
Choose New Entries.
Enter the text type Y001.
Assignyouraccesssequence90##totexttypeY001.
Save the text determination procedure.
Continued on next page
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SCM650 Lesson: Text Control
5. Assignthenewtextdeterminationprocedureforthesalesdocumentheader
toyourdocumenttypeZA##(previousassignment: determinationprocedure
01).
a) Assignthenewtextdeterminationprocedureforthesalesdocument
header to your document type ZA##:
Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic
Functions→TextControl→DefineandAssignTextDetermination
Procedures
Select: Sales Document / Header
Choose Change
Intheoverviewtree,choosetheTextProcedureAssignmentnode
Position the cursor on document type ZA## and assign your text
determination procedure (50 + ##) to it.
Save the text procedure assignment.
Task 2:
Test how your new assignment works.
1. Create a quotation with quotation type QT for the following customer
inquiry:
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-2-4.1
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
a) Create order:
Menu path:
Logistics→SalesandDistribution→Sales→Quotation→Create
Chosequotationtype“QT”andenterthesalesareadata.
Continued on next page
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2. Createa new quotation header text, for example, “While stocks last. All
orders subject to prior sale”.
a) Menu path:
ChooseDisplaydetailsfordocument header.
Choose the Texts tab page.
Pagetotheendofthelistofavailableheadertexttypes.
Selectthetext typefor quotationheader texts.
Enter the text and save the document.
3. Create an order with your sales order type ZA## with reference to the
quotationabove(purchaseordernumber:##-2-4.3).
a) Createanorderwithreferencetothequotation:
Menu path:
Logistics→SalesandDistribution→Sales→Order→Create
ChoosetheordertypeZA##andenterthesalesareadata.
Choose Create with reference.
Choose the Quotation tab page.
Enter the quotation number or look for your quotation using the
purchase order number ##-2-4.1
Choose Copy.
4. Checkthatthequotationheadertexthasbeencopiedintotheorder.
If necessary, use the analysis function for text determination to clear up
any problems.
a) Checkthatthequotationheadertexthasbeencopiedintotheorder.
Menu path:
ChooseDisplaydetailsfordocument header.
Choose the Texts tab page.
5. Completetheaboveorderbyenteringanadditional itemtext for“labels”
with the following contents:
Continued on next page
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“Hold for Smith's Motorcycle Center”
a) Create an additional item text:
Menu path:
Select order item 10
Choose Display details for item.
Choose the Texts tab page.
6. Savethe order and notethedocument number.
____________________________________________________
a)
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SCM650 Lesson: Text Control
Exercise 7: Referencing and Copying
Texts
Exercise Objectives
After completingthisexercise, youwillbeableto:
• Usemanualtextprocessinginsalesanddistributiondocuments
Business Example
You want the system to find as many texts in the sales document as possible
automatically.
However,sometimesyouneedtoprocessatextmanuallyinadocument.
Task 1:
1. Create a text module with:
Text name: Z text ##
Text ID: SDVD
Language: Course language
For up-to-date information, read the test report in the latest issue of
“Motorcycle Today”.
Task 2:
1. CreateaQTquotationforthefollowingcustomerinquiry:
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-3-2
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
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Unit3: TextControl SCM650
2. Attheendofthematerialsalestextenterthetextmodulethatyoucreated
above.
3. Displayconfirmationofthequotationonthescreen.
4. Savethequotationandnotethedocumentnumber.
____________________________________________________
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SCM650 Lesson: Text Control
Solution 7: Referencing and Copying
Texts
Task 1:
1. Create a text module with:
Text name: Z text ##
Text ID: SDVD
Language: Course language
For up-to-date information, read the test report in the latest issue of
“Motorcycle Today”.
a) Create text module:
Menu path:
Tools→FromPrintout→SAPscript→StandardText
Enter the text name of your group
Choose Create.
Enter thetext and save the text module.
Task 2:
1. CreateaQTquotationforthefollowingcustomerinquiry:
FAX Inquiry
Customer: T-S50B##
Clerk: Mr. Smith
Inquiry Number: ##-3-2
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Unit3: TextControl SCM650
Req. delivery date: In one week
Material: T-AS3##
Quantity: 1
a) Create the order:
Menu path:
Logistics→SalesandDistribution→Sales→Quotation→Create
2. Attheendofthematerialsalestextenterthetextmodulethatyoucreated
above.
a) Add the text module:
Menu path:
Select order item 10.
Choose Display details for item.
Choose the Texts tab page.
Select text type “Materials sales text”.
Choose Detail.
Placethecursorattheendofthetextonanemptyline.
Choose: Insert → Text → Standard
(You can also access this function by selecting the Standard
pushbutton.)
EnteryourtextnameZtext##andsetthe“Expandimmed.”indicator.
Save the text.
3. Displayconfirmationofthequotationonthescreen.
a) Menu path:
Return to the main screen.
Choose Header message view.
4. Savethequotationandnotethedocumentnumber.
____________________________________________________
a)
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SCM650 Lesson: Text Control
Lesson Summary
You should now be able to:
• IdentifythesourceoftextsinSalesandDistribution
• Describethecriteriawhichinfluencehowtextsaredetermined
• Define andassign text typesin Customizing
• Edit textsmanually in the sales document
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UnitSummary SCM650
Unit Summary
You should now be able to:
• IdentifythesourceoftextsinSalesandDistribution
• Describethecriteriawhichinfluencehowtextsaredetermined
• Defineandassign text types in Customizing
• Edit textsmanually in the salesdocument
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Unit 4
Output
Unit Overview
Thisunitdescribestheoutputcontrol options. Theunit alsogoesontoexplain
howtoprocessprintedoutputwithSAPScript,togivetheparticipantsanideaof
the effort required for enhancements.
Unit Objectives
After completing thisunit, you will beableto:
• Describe the purpose of output types
• Setupvarioustransmissionmediaforissuingorprintingoutput
• Selectthedispatchtimesatwhichtheoutputisissued
• Adjusttheoutputdeterminationtomeetcustomer-specificrequirements
• ExplainhowoutputtypesareprocessedintheSAPsystem
• Assessthedegreeofdifficultyinvolvedinadjustingtheexistinglayoutfor
output types to meet your requirements
• Namethestepsneededforintegratingcustomer-specificoutputtypes
Unit Contents
Lesson: Output Determination .................................................80
Exercise 8: Configuring Output Determination ..........................87
Lesson: Output Processing.....................................................93
Exercise 9: Layout Modification for Output Types.......................99
Exercise 10: Processing your Own Output Types......................103
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Unit4: Output SCM650
Lesson: Output Determination
Lesson Overview
This lesson describes the basic principles of output control in Sales and
Distribution. Particularemphasisisplacedontheconditiontechniqueused.
Lesson Objectives
After completingthislesson, you will beable to:
• Describe the purpose of output types
• Setupvarioustransmissionmediaforissuingorprintingoutput
• Selectthedispatchtimesatwhichtheoutputisissued
• Adjusttheoutputdeterminationtomeetcustomer-specificrequirements
Business Example
OutputintheSAPsystemisforcommunicationpurposes(particularlywiththe
customer).
Youcansetindividualrequirements(conditiontechnique)todeterminewhetheran
outputshouldbegenerated,whotherecipientshouldbe,andwhichtransmission
medium should be used.
Theinformationthatinfluencesoutputdeterminationisstoredasmasterdata,in
the form of condition records.
Figure 34: Output Types in SD
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SCM650 Lesson: Output Determination
Outputisameansofcommunicationforexchanginginformationbetweenpartners
and systems.
Youcantransmitoutputfordifferentsalesdocuments,suchasquotations,orders,
deliveries or invoices.
Youcanmakeoutputdeterminationdependentondifferentcriteria. Thecondition
technique is used for this.
Wedifferentiatebetweenheaderoutputanditemoutput.
Headeroutputissuesthewholedocument whileitemoutput isforissuingeach
individual item in the document.
Figure 35: Transmission Media
The transmission mediumdetermineshowoutput is issued. For example, you
can agree with the customer that an order confirmation is sent by EDI or that
notificationisgivenbeforehandbywayoftheInternet.
Processingtheoutput(inotherwords,sendingtheinformation)iscontrolledby
therelevantprocessingprogram. Aprogramwiththerelevantlayoutsetscanbe
assignedtoeachoutputtypeandtransmissionmedium.
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Unit4: Output SCM650
Figure 36: Communication Strategy
Acommunicationstrategyrepresentsasequenceofcommunicationtypes.
The communication strategy can be used for external transmission. It
searches through the sequence of given communication types until it finds
the communication data for the required address (taken from Central Address
Management).
Youdefinethecommunicationstrategyusedintheadditionaldatafortheoutput
condition record.
Figure 37: Timing of Output
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SCM650 Lesson: Output Determination
Youcandeterminewhenan output isto beissued.
The following times are available:
• Theoutputtobesentisselectedbyastandardprogram(RSNAST00)thatis
settorunatregularintervals. Youcandecidewhetheranoutputshouldbe
selectedthenexttimetheprogramruns(transmissiontime-spot1)orata
timespecifiedbytheuser(transmissiontime-spot2).
• There is a special selection program for different sales documents (for
example, deliveries and billing documents). You use it to process output
onlineorinbatches(transmissiontime-spot3). Youcanscheduleabatchto
ensure regular processing (as for time 1).
• The output is issued automatically as soon as a document is posted
(transmission time-spot 4).
Figure 38: Overview of Output Determination
Output is determined (like pricing and text determination) using the condition
technique.
Acondition recordforanoutputtypecontainstherequirementsforthat output
type. Ifthesearemet,thenthesystemproposesthatparticularoutputtype.
Youdeterminethetransmissionmedium,thetimeandthepartnerfunctioninthe
condition record.
Outputissenttothepartnerwhomatchesthepartnerfunctionintheunderlying
object(forexample,thesalesorder). Itisalsopossibletocreateoutputthatisnot
dependentonaparticularpartner (forexample,labels).
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Unit4: Output SCM650
Youcanusetheanalysisfunctionontheoutputscreeninthesalesdocumentsto
check theoutput determination and see why aparticular output wasproposed,
or why it was not determined.
Figure 39: OutputDetermination - Access Sequences
TheaccesssequenceisasearchstrategyusedbytheSAPsystemtosearchforthe
valid output condition records.
Eachaccessstepcontainsthenameofaconditiontablethatinturncontainsthe
key fields for the output condition records.
The rule that governs the sequence in which the system searches states that it
shouldsearch “fromthe specific tothegeneral”.
To create a new access sequence, copy a similar existing access sequence and
make any necessary changes to the copy.
Ifyoudefineyourownaccesssequences,thekeysshouldstartwithYorZ,asthese
namespaceshavebeenkeptfreeinthestandardsystembySAPforthispurpose.
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SCM650 Lesson: Output Determination
Figure 40: Output Determination - Analysis
YoucanusetheAnalysisfunctionforoutputdeterminationinthesalesdocument
screens (with thecreateor change functions).
Menu path:
Extras→Output→Header(oritem)→Process
Choose Goto → Determination analysis
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Unit4: Output SCM650
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SCM650 Lesson: Output Determination
Exercise 8: Configuring Output
Determination
Exercise Objectives
After completingthisexercise, youwillbeableto:
• Adjustoutputdeterminationtomeetspecificrequirements
Business Example
Yourcompanynormallyprintsoutorderconfirmations.
Itisnowoftenthecasethatcustomerswishtobeinformedbyfax.
Whenyoudeterminethetransmissionmediumfor thesecustomers, thesystem
should automatically choose the fax machine.
Task 1:
1. Find out which output determination procedure is assigned to the sales
document header for your order type ZA##.
__________________________________________________________
Task 2:
CustomerT-S50A##wantsyoutosendtheorderconfirmationbyfax.
1. CheckthesettingsforoutputdeterminationtoseewhethertheSAPsystem
allowsyoutostorethiscustomerrequestinthemasterdata.
2. Whichkeycombinationscanyouusetomakeoutputdeterminationforthe
output typeBA00dependentonthecurrent time?
1.)
2.)
3.)
3. Create an output condition record for customer T-S50A## with output
type BA00 for:
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Unit4: Output SCM650
SORG: 1000
Transmission Fax
medium:
Time: Sendbyapplication-specifictransaction
Task 3:
1. CreateanorderwithordertypeZA##forthefollowingpurchaseorderfrom
customer T-S50A##.
FAX
Customer: T-S50A##
PO number: ##-1-3
Req. deliverydate: In one week
Material: T-AS1##
Quantity: 10
2. Check whether the output determination has had the desired result. If
necessary,usetheanalysisfunctionforoutputdeterminationtoclarifyany
problems.
3. Whatproblemhasthedeterminationanalysisfound?
____________________________________________________
4. Terminate order entry!
Task 4:
1. Enter the fax number 123456789 for customer 1 in the customer master
record.
2. Repeat exercise 2.
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SCM650 Lesson: Output Determination
Solution 8: Configuring Output
Determination
Task 1:
1. Find out which output determination procedure is assigned to the sales
document header for your order type ZA##.
__________________________________________________________
a) TheoutputdeterminationprocedureV1000isassignedfor theorder
type ZA#.
Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic
Functions → Output Control → Output Determination → Output
Determination Using the Condition Technique→ Maintain Output
DeterminationforSalesDocuments→AssignOutputDetermination
Procedures
Locate entry ZA##.
Task 2:
CustomerT-S50A##wantsyoutosendtheorderconfirmationbyfax.
1. CheckthesettingsforoutputdeterminationtoseewhethertheSAPsystem
allowsyoutostorethiscustomerrequestinthemasterdata.
a) Menu path:
Display SAP Reference IMG → Sales and Distribution → Basic
Functions → Output Control → Output Determination → Output
Determination Using the Condition Technique→ Maintain Output
DeterminationforSalesDocuments→MaintainOutputTypes
SelectoutputtypeBA00andchooseDetails.
Z001isenteredastheaccesssequence. Gobacktotheoverviewtree
for output control.
Choose: →Maintain Access Sequences
SelecttheaccesssequenceZ001andchooseAccessesintheoverview
tree.
2. Whichkeycombinationscanyouusetomakeoutputdeterminationforthe
output typeBA00dependentonthecurrent time?
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Unit4: Output SCM650
1.) SalesOrganization/DistributionChannel/Division/Customer
2.) Sales Organization / Customer
3.) Order Type
a)
3. Create an output condition record for customer T-S50A## with output
type BA00 for:
SORG: 1000
Transmission Fax
medium:
Time: Sendbyapplication-specifictransaction
a) CreateoutputconditionrecordforoutputtypeBA00:
Menu path:
Logistics→SalesandDistribution→MasterData→Output→Sales
Document → Create
Choose BA00 in the “Output type” field
ChoosethekeycombinationSalesOrganization/Customer
Enter your data.
Task 3:
1. CreateanorderwithordertypeZA##forthefollowingpurchaseorderfrom
customer T-S50A##.
FAX
Customer: T-S50A##
PO number: ##-1-3
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SCM650 Lesson: Output Determination
Req. delivery date: In one week
Material: T-AS1##
Quantity: 10
a) CreateanorderbelongingtotheordertypeZA##:
Menu path:
Logistics→SalesandDistribution→Sales→Order→Create
2. Check whether the output determination has had the desired result. If
necessary,usetheanalysisfunctionforoutputdeterminationtoclarifyany
problems.
a) Menu path:
ChooseExtras→Output→Header→Process
Choose Goto →Determination analysis
3. Whatproblemhasthedeterminationanalysisfound?
____________________________________________________
a) NofaxnumbercouldbedeterminedforpartnerT-S50A##.
4. Terminate order entry!
a)
Task 4:
1. Enter the fax number 123456789 for customer 1 in the customer master
record.
a) Enterthefaxnumberinthecustomermasterrecord:
Menu path:
Logistics → Sales and Distribution → Master Data → Business
Partner→Customer→Change→SalesandDistribution
Enteryour customer andthesalesareadata.
Select the Address tab page.
Enter data in the “Fax” field.
Save your entries.
2. Repeat exercise 2.
a)
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Unit4: Output SCM650
Lesson Summary
You should now be able to:
• Describe the purpose of output types
• Setupvarioustransmissionmediaforissuingorprintingoutput
• Selectthedispatchtimesatwhichtheoutputisissued
• Adjusttheoutputdeterminationtomeetcustomer-specificrequirements
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