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SCM650 Lesson: Copying Control

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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Unit2: CopyingControl SCM650

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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SCM650 Lesson: Text Control

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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Unit3: TextControl SCM650

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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SCM650 Lesson: Text Control

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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Unit3: TextControl SCM650

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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Unit3: TextControl SCM650

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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Unit3: TextControl SCM650

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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SCM650 Lesson: Text Control

“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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Unit3: TextControl SCM650

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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:

Continued on next page

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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?

Continued on next page

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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

Continued on next page

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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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