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1-1-5 What affect does the entry in the 6KLSSLQJ(cid:3)FRQGLWLRQV field have?
____________________________________________________________
1-1-6 Which entry causes a delivery to be created automatically when the sales
document is saved?
____________________________________________________________
1-1-7 Which entries ensure that the current date is automatically used as the
requested delivery date?
____________________________________________________________
1-1-8 What is the document type for the delivery?
____________________________________________________________
1-1-9 Make sure that the system does not propose a billing document for delivery-
related transactions.
(cid:20)(cid:16)(cid:21) ,WHP(cid:3)FDWHJRU\(cid:3)LQ(cid:3)WKH(cid:3)VDOHV(cid:3)DQG(cid:3)GHOLYHU\(cid:3)GRFXPHQWV
Create a separate item category to enable an item control that is independent of cash
sales.
1-2-1 Create a new item category =%(cid:6)(cid:6)(cid:3)by copying the item category(cid:3)%91. The
description for the new item category should be &6(cid:6)(cid:6)(cid:16),WHP. Use the settings
from the original item category.
1-2-2 Make sure that item category =%(cid:6)(cid:6) is automatically determined for materials
with item category group 1250 in sales document type =%(cid:6)(cid:6)(cid:17)
1-2-3 Change item category =%(cid:6)(cid:6) for deliveries.
Picking is not needed because the goods that are bought are already in the
employee shop. Therefore, deactivate the 5HOHYDQW(cid:3)IRU(cid:3)SLFNLQJ field for item
category ZB## of the delivery.
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(cid:20)(cid:16)(cid:22) ,QFRPSOHWHQHVV
Create a new incompleteness procedure at header level.
1-3-1 Copy the incompleteness procedure that controls document type CS.
First determine which incompleteness procedure is used, and then copy the
key entry. (Note: Dialog box: “Warning, you are not within the customer
namespace”; you can press (QWHU to skip this message)
Key: (cid:25)(cid:19)(cid:14)(cid:6)(cid:6)
Description: (6(cid:6)(cid:6)(cid:16)VDOHV(cid:3)KHDGHU
(Example for determining the key
for seat 20: Maintain item 80: 60 + seat no. 20 = 80
for seat 01: Maintain item 61: 60 + seat no. 01 = 61)
1-3-2 Change the new incompleteness procedure:
– Remove the entry for the purchase order number.
– To stop the system from creating free-of-charge documents, add the 1HW(cid:3)
YDOXH(cid:3)RI(cid:3)WKH(cid:3)RUGHU field.
– Copy the 6DOHV(cid:3)RIILFH field.
1-3-3 Assign the procedure to sales document type ZB##.
Make sure that incomplete documents cannot be saved.
(cid:20)(cid:16)(cid:23) &XVWRPHU(cid:3)PDVWHU(cid:3)UHFRUG
The employees have to be saved in the system as customers so that you can create
orders for them.
During project planning, it was decided that an individual customer master record is not
needed for each employee. Instead, a collective master record (one-time customer
account) can be used for employee sales.
1-4-1 Create a customer master record accordingly:
– Number: 6((cid:6)(cid:6)
– Company code: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3),’(6(cid:3)$*
– Sales area: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3)(cid:20)(cid:19)(cid:3)(cid:3)(cid:19)(cid:19)
– Account group: 2QH(cid:16)WLPH(cid:3)FXVWRPHU(cid:3)(cid:11)&3’$(cid:12)
&RS\(cid:3)WHPSODWH(cid:29)
– Customer: &3’(cid:16)/2(cid:25)(cid:20)(cid:24)(cid:3)(cid:11)VDPSOH(cid:3)FXVWRPHU(cid:12)
– Company code: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3),’(6(cid:3)$*
– Sales area: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3)(cid:20)(cid:19)(cid:3)(cid:3)(cid:19)(cid:19)
*HQHUDO(cid:3)GDWD
fi(cid:3)7DE(cid:3)SDJH(cid:29)(cid:3)$GGUHVV(cid:29)
– Name: 6DOHV(cid:3)HPSOR\HH(cid:3)(cid:6)(cid:6)
– Search term: (6(cid:6)(cid:6)
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6DOHV(cid:3)DUHD(cid:3)GDWD
fi(cid:3)7DE(cid:3)SDJH(cid:29)(cid:3)6DOHV(cid:29)
– Sales office: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3))UDQNIXUW
fi(cid:3)7DE(cid:3)SDJH(cid:29)(cid:3)%LOOLQJ(cid:3)GRFXPHQW(cid:29)
– Incoterms: &37(cid:3)(cid:11)&DUULDJH(cid:3)3DLG(cid:3)7R(cid:12)
– Payment terms: (cid:19)(cid:19)(cid:19)(cid:20)(cid:3)(cid:11)LPPHGLDWH(cid:3)SD\PHQW(cid:3)GXH(cid:3)QHW(cid:12)
– Tax classification: (cid:20)
(cid:20)(cid:16)(cid:24) 3ULFLQJ
Your sales manager has decided that each employee may receive a basic discount of
15%.
Maintain a condition record for a customer-specific discount.
(Condition type: .(cid:19)(cid:19)(cid:26)(cid:3)FXVWRPHU(cid:3)GLVFRXQW) in the amount of (cid:20)(cid:24)(cid:8).
(cid:20)(cid:16)(cid:25) 3ULQWLQJ(cid:3)WKH(cid:3)LQYRLFH
The system should print the invoice automatically as soon as the sales document has
been saved.
1-6-1 Create an output master data record. Use output type 5’(cid:19)(cid:22).
The output has been configured so that it is sent to the bill-to party. Set up the
master record so that output is printed as soon as the document has been saved.
1-6-2 Maintain the following communication data for the output master record you
just maintained:
Output device: /3(cid:19)(cid:20)
Print immediately: DFWLYDWH
Release after output: DFWLYDWH
Number of messages: (cid:20)
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(cid:20)(cid:16)(cid:26) 6DOHV(cid:3)WR(cid:3)HPSOR\HHV
Test your settings by trying to create a sale to an employee.
1-7-1 Create a sale to an employee.
Customer: 0$(cid:6)(cid:6)(cid:3)(enter address)
What are the terms of delivery for the order?
____________________________________________________________
What are the terms of payment?
____________________________________________________________
Can you save the document? Why or why not?
____________________________________________________________
1-7-2 Enter the following two items
Material: 7(cid:16)$70(cid:6)(cid:6)(cid:3)((cid:20)(cid:3)XQLW)
Material: 7(cid:16)$71(cid:6)(cid:6)(cid:3)((cid:20)(cid:3)XQLW)
Which discounts were found?
____________________________________________________________
____________________________________________________________
1-7-3 Which item categories did the system find for the items in the sales document?
____________________________________________________________
1-7-4 Save the order. Does the system automatically create a delivery?
____________________________________________________________
1-7-5 Check whether the system automatically printed the output when you saved
the sales document.
____________________________________________________________
Display the output on your screen.
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1-7-6 What type of delivery has been created?
____________________________________________________________
Which item category does the system find for the delivery items?
____________________________________________________________
Post the goods issue.
1-7-7 Create a billing document for the transaction.
Which document does the billing document refer to?
____________________________________________________________
Where is this set in Customizing?
____________________________________________________________
What is the billing document type?
____________________________________________________________
Check the accounting document.
To which accounts were the incoming payments posted?
____________________________________________________________
1-7-8 Did the system automatically determine an output in the billing document for
printing the invoice? Why or why not?
_______________________________________________________________
_______________________________________________________________
1-7-9 Look at the document flow for the whole process. Check the overall
processing status of the individual documents.
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6ROXWLRQV
6FHQDULR(cid:29)(cid:3)6DOHV(cid:3)WR(cid:3)(PSOR\HHV
(cid:20)(cid:16)(cid:20) 6DOHV(cid:3)GRFXPHQW(cid:3)W\SH
Create a sales document type for =%(cid:6)(cid:6)(cid:3)with description(cid:3)6((cid:6)(cid:6)(cid:16)6DOHV.
1-1-1 To do this, copy the &6(cid:3)&DVK(cid:3)6DOHV(cid:3)order type.
Ensure that all related table entries are copied.
,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)6DOHV(cid:3)’RFXPHQWV(cid:3)fi(cid:3)6DOHV
’RFXPHQW(cid:3)+HDGHU
fi(cid:3)’HILQH(cid:3)VDOHV(cid:3)GRFXPHQW(cid:3)W\SHV
fi(cid:3)6HOHFW(cid:3)VDOHV(cid:3)GRFXPHQW(cid:3)W\SH(cid:3)&6(cid:3)fi(cid:3)%XWWRQ(cid:29)(cid:3)(cid:5)&RS\(cid:3)DV(cid:5)
.H\(cid:29) =%(cid:6)(cid:6)
’HVFULSWLRQ(cid:29) (6(cid:6)(cid:6)(cid:16)VDOHV
Press (QWHU(cid:3)to confirm your entries
Dialog box (confirmation prompt): Is the entry relevant for copying control?
&RQILUP(cid:3)with <HV
6DYH the transaction
1-1-2 Define the new sales document type as follows:
,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)6DOHV(cid:3)’RFXPHQWV(cid:3)fi(cid:3)6DOHV
’RFXPHQW(cid:3)+HDGHU
fi(cid:3)’HILQH(cid:3)VDOHV(cid:3)GRFXPHQW(cid:3)W\SHV
Select your new sales document type ZB##
Perform the following changes and checks
%XWWRQ(cid:29)(cid:3)&KDQJH
Field 6KLSSLQJ(cid:3)FRQGLWLRQ(cid:29) (cid:19)(cid:20)(cid:3)(cid:11)DV(cid:3)VRRQ(cid:3)DV(cid:3)SRVVLEOH(cid:12)
6DYH
© SAP AG LO605 17-13
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1-1-3 $(cid:3)ZLGH(cid:3)UDQJH(cid:3)RI(cid:3)FKHFNV(cid:3)DQG(cid:3)IXQFWLRQV(cid:3)FDQ(cid:3)EH(cid:3)DFWLYDWHG(cid:3)LQ(cid:3)WKH(cid:3)VDOHV(cid:3)GRFXPHQW
W\SH(cid:15)(cid:3)VXFK(cid:3)DV(cid:3)FKHFNLQJ(cid:3)IRU(cid:3)RSHQ(cid:3)FRQWUDFWV(cid:3)RU(cid:3)VHDUFKLQJ(cid:3)IRU(cid:3)FXVWRPHU(cid:16)PDWHULDO
LQIR(cid:3)UHFRUGV(cid:17)(cid:3)7KHVH(cid:3)FKHFNV(cid:3)WDNH(cid:3)SODFH(cid:3)LQ(cid:3)GRFXPHQW(cid:3)SURFHVVLQJ(cid:3)DQG(cid:3)WKHUHIRUH
DIIHFW(cid:3)V\VWHP(cid:3)SHUIRUPDQFH(cid:17)
Ensure that all the checks and functions you don’t need have been deactivated.
<RX(cid:3)FDQ(cid:3)GHDFWLYDWH(cid:3)WKH(cid:3)IROORZLQJ(cid:3)FKHFNV(cid:29)
–(cid:3)&UHGLW(cid:3)OLPLW
–(cid:3)3XUFKDVH(cid:3)RUGHU(cid:3)QXPEHU
–(cid:3)&RPPLWPHQW(cid:3)GDWH
–(cid:3)2SHQ(cid:3)TXRWDWLRQV(cid:15)(cid:3)RXWOLQH(cid:3)DJUHHPHQWV(cid:3)DQG(cid:3)JURXS(cid:3)PDVWHU(cid:3)FRQWUDFWV(cid:3)PHVVDJHV
–(cid:3)3URGXFW(cid:3)DWWULEXWH(cid:3)PHVVDJHV
–(cid:3)3D\PHQW(cid:3)FDUGV
1-1-4 Which entry prevents the user from saving incomplete documents?
7KH(cid:3)(cid:5),QFRPSOHW(cid:17)(cid:3)PHVVDJHV(cid:5)(cid:3)ILHOG(cid:3)LV(cid:3)DFWLYDWHG(cid:17)
1-1-5 What affect does the entry in the 6KLSSLQJ(cid:3)FRQGLWLRQV field have?
7KH(cid:3)VKLSSLQJ(cid:3)SRLQW(cid:3)LV(cid:3)GHWHUPLQHG(cid:3)LQ(cid:3)WKH(cid:3)VDOHV(cid:3)GRFXPHQW(cid:3)IURP(cid:3)WKH(cid:3)VKLSSLQJ
FRQGLWLRQ(cid:15)(cid:3)WKH(cid:3)GHOLYHULQJ(cid:3)SODQW(cid:15)(cid:3)DQG(cid:3)WKH(cid:3)ORDGLQJ(cid:3)JURXS(cid:3)RI(cid:3)WKH(cid:3)PDWHULDO(cid:3)(cid:11)VHH(cid:3))(cid:20)
+HOS(cid:3)IRU(cid:3)WKH(cid:3)ILHOG(cid:12)(cid:17)
1-1-6 Which entry causes a delivery to be created automatically when the sales
document is saved?
The ,PPHGLDWH(cid:3)GHOLYHU\ field is $FWLYDWHG by entry:(cid:3);(cid:3)*HQHUDWH(cid:3)GHOLYHU\
LPPHGLDWHO\(cid:3)LI(cid:3)TXDQWLW\(cid:3)LV(cid:3)FRQILUPHG(cid:3)IRU(cid:3)WRGD\(cid:17)
1-1-7 Which entries ensure that the current date is automatically used as the
requested delivery date?
–(cid:3)7KH(cid:3)(cid:5)/HDG(cid:3)WLPH(cid:3)LQ(cid:3)GD\V(cid:5)(cid:3)ILHOG(cid:3)LV(cid:3)EODQN(cid:17)
–(cid:3)7KH(cid:3)(cid:5)3URSRVH(cid:3)GHOLY(cid:17)(cid:3)’DWH(cid:5)(cid:3)ILHOG(cid:3)LV(cid:3)DFWLYDWHG(cid:17)
1-1-8 What is the document type for the delivery?
Information screen: Shipping: ’HOLYHU\(cid:3)W\SH(cid:3)&6
1-1-9 Make sure that the system does not propose a billing document for delivery-
related transactions.
’HOHWH the entry in field ’HO(cid:17)(cid:16)UHO(cid:17)(cid:3)ELOO(cid:17)(cid:3)GRF(cid:17)(cid:3)W\SH: &6
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(cid:20)(cid:16)(cid:21) ,WHP(cid:3)FDWHJRU\(cid:3)LQ(cid:3)WKH(cid:3)VDOHV(cid:3)DQG(cid:3)GHOLYHU\(cid:3)GRFXPHQWV
Create a separate item category to enable an item control that is independent of cash
sales.
1-2-1 Create a new item category =%(cid:6)(cid:6)(cid:3)by copying the item category(cid:3)%91. The
description for the new item category should be &6(cid:6)(cid:6)(cid:16),WHP. Use the settings
from the original item category.
,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)6DOHV(cid:3)’RFXPHQWV
fi(cid:3)6DOHV(cid:3)’RFXPHQW(cid:3),WHP(cid:3)fi(cid:3)’HILQH(cid:3)LWHP(cid:3)FDWHJRULHV
fi(cid:3)6HOHFW(cid:3)LWHP(cid:3)FDWHJRU\(cid:3)%91(cid:3)fi(cid:3)&KRRVH(cid:3)(cid:5)&RS\(cid:3)DV(cid:5)
.H\(cid:29) =%(cid:6)(cid:6)
’HVFULSWLRQ(cid:29) =%(cid:6)(cid:6)(cid:16)LWHP
Press (QWHU(cid:3)to confirm your entries
Dialog box (confirmation prompt): Is the entry relevant for copying control?
&RQILUP(cid:3)with <HV
6DYH the transaction
1-2-2 Make sure that item category =%(cid:6)(cid:6) is automatically determined for materials
with item category group 1250 in sales document type =%(cid:6)(cid:6)(cid:17)
,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)6DOHV(cid:3)fi(cid:3)6DOHV(cid:3)’RFXPHQWV
fi(cid:3)6DOHV(cid:3)’RFXPHQW(cid:3),WHP(cid:3)fi(cid:3)’HILQH(cid:3)LWHP(cid:3)FDWHJRULHV
fi(cid:3)%XWWRQ(cid:29)(cid:3)3RVLWLRQ
6DOHV(cid:3)GRFXPHQW(cid:3)W\SH(cid:29) =%(cid:6)(cid:6)
,WHP(cid:3)FDW(cid:17)(cid:3)JURXS(cid:29) 1250
,WHP(cid:3)XVDJH(cid:29) %ODQN
+/HY,W&D(cid:3)(cid:11)KLJKHU(cid:3)VWHS(cid:3)LWHP(cid:3)FDWHJRU\(cid:12)(cid:29) %ODQN
’I,W&(cid:3)(cid:11)GHIDXOW(cid:3)LWHP(cid:3)FDWHJRU\(cid:12)(cid:29) =%(cid:6)(cid:6)(cid:3)(cid:3)(cid:11)RYHUZULWH(cid:3)%91(cid:12)
fi(cid:3)%XWWRQ(cid:29)(cid:3)’HWDLOV(cid:3)fi(cid:3)’HOHWH(cid:3)DOO(cid:3)DOWHUQDWH(cid:3)LWHP(cid:3)FDWHJRULHV
1-2-3 Change item category =%(cid:6)(cid:6) for deliveries.
Picking is not needed because the goods that are bought are already in the
employee shop. Therefore, deactivate the 5HOHYDQW(cid:3)IRU(cid:3)SLFNLQJ field for item
category ZB## of the delivery.
,0*(cid:3)fi(cid:3)/RJLVWLFV(cid:3)([HFXWLRQ(cid:3)fi(cid:3)6KLSSLQJ(cid:3)fi(cid:3)’HOLYHULHV
fi(cid:3)’HILQH(cid:3)LWHP(cid:3)FDWHJRULHV(cid:3)IRU(cid:3)GHOLYHULHV
Choose your new ,WHP(cid:3)FDWHJRU\(cid:29)(cid:3)=%(cid:6)(cid:6)
Press the ’HWDLOV(cid:3)button and make the following changes
fi(cid:3)’HDFWLYDWH(cid:3)ILHOG(cid:3)‡5HOHYDQW(cid:3)IRU(cid:3)SLFNLQJ·
6DYH
© SAP AG LO605 17-15
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(cid:20)(cid:16)(cid:22) ,QFRPSOHWHQHVV
Create a new incompleteness procedure at header level.
,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)%DVLF(cid:3))XQFWLRQV(cid:3)fi(cid:3),QFRPSOHWHQHVV(cid:3)FRQWURO(cid:3)IRU
VDOHV(cid:3)GRFXPHQWV
1-3-1 Copy the incompleteness procedure that controls document type CS.
To determine which incompleteness procedure was used, check the
corresponding assignment
fi(cid:3),0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)%DVLF(cid:3))XQFWLRQV(cid:3)fi(cid:3),QFRPSOHWHQHVV
FRQWURO(cid:3)IRU(cid:3)VDOHV(cid:3)GRFXPHQWV
$VVLJQ(cid:3)LQFRPSOHWHQHVV(cid:3)SURFHGXUHV
fi(cid:3)$VVLJQ(cid:3)SURFHGXUHV(cid:3)WR(cid:3)VDOHV(cid:3)GRFXPHQW(cid:3)W\SHV(cid:3)fi(cid:3)3URFHGXUH(cid:3)(cid:20)(cid:20)
fi(cid:3)3UHVV(cid:3)WKH(cid:3)([LW(cid:3)EXWWRQ(cid:3)to go back
,0*(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)’LVWULEXWLRQ(cid:3)fi(cid:3)%DVLF(cid:3))XQFWLRQV(cid:3)fi(cid:3),QFRPSOHWHQHVV
FRQWURO(cid:3)IRU(cid:3)VDOHV(cid:3)GRFXPHQWV
fi(cid:3)’HILQH(cid:3)LQFRPSOHWHQHVV(cid:3)SURFHGXUHV
fi(cid:3)6HOHFW(cid:3)HUURU(cid:3)JURXS(cid:3)$(cid:3)fi(cid:3)3UHVV(cid:3)WKH(cid:3)(cid:5)3URFHGXUHV(cid:5)(cid:3)EXWWRQ(cid:3)fi(cid:3)3UHVV(cid:3)WKH
(cid:5)&KDQJH(cid:5)(cid:3)EXWWRQ
fi(cid:3)6HOHFW(cid:3)SURFHGXUH(cid:3)(cid:20)(cid:20)(cid:3)fi(cid:3)3UHVV(cid:3)(cid:5)&RS\(cid:3)DV(cid:5)
Key: (cid:25)(cid:19)(cid:14)(cid:6)(cid:6)
Description: (6(cid:6)(cid:6)(cid:16)VDOHV(cid:3)KHDGHU
(cid:11)Example for determining the key
for seat 20: Maintain item 80: 60 + seat no. 20 = 80
for seat 01: Maintain item 61: 60 + seat no. 01 = 61)
1RWH(cid:29)
Dialog box: “Warning, you are not within the customer namespace”; you can
press (QWHU to skip this message
fi(cid:3)&RS\(cid:3)DOO(cid:3)HQWULHV
Press (QWHU(cid:3)to confirm
Dialog box (confirmation prompt): Is the entry relevant for copying control?
&RQILUP(cid:3)with <HV
6DYH the transaction
© SAP AG LO605 17-16
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1-3-2 Change the new incompleteness procedure:
fi(cid:3)6HOHFW(cid:3)QHZ(cid:3)SURFHGXUH(cid:3)(cid:25)(cid:19)(cid:14)(cid:6)(cid:6)(cid:3)fi(cid:3)&KRRVH(cid:3)(cid:5))LHOGV(cid:5)
– Remove the entry for the purchase order number.
fi(cid:3)6HOHFW(cid:3)WKH(cid:3)HQWU\(cid:3)fi(cid:3)&KRRVH(cid:3)(cid:5)’HOHWH(cid:5)
– To stop the system from creating free-of-charge documents, add the 1HW
YDOXH(cid:3)RI(cid:3)WKH(cid:3)RUGHU field.
fi(cid:3)%XWWRQ(cid:29)(cid:3)(cid:5)1HZ(cid:3)HQWULHV(cid:5)
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6FUHHQ(cid:29)(cid:3) ..21
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– Copy the 6DOHV(cid:3)RIILFH field.
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1-3-3 Assign the procedure to sales document type ZB##.
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fi(cid:3)$VVLJQ(cid:3)LQFRPSOHWHQHVV(cid:3)SURFHGXUHV
fi(cid:3)$VVLJQ(cid:3)SURFHGXUHV(cid:3)WR(cid:3)VDOHV(cid:3)GRFXPHQW(cid:3)W\SHV
(cid:3)(cid:3)(cid:3)(cid:3)=%(cid:6)(cid:6)(cid:3)fi(cid:3)3URFHGXUH(cid:3)(cid:25)(cid:19)(cid:14)(cid:6)(cid:6)
Make sure that incomplete documents cannot be saved.
fi(cid:3)$FWLYDWH(cid:3)WKH(cid:3)(cid:5),QFRPSOHWHQHVV(cid:3)PHVVDJHV(cid:5)(cid:3)ILHOG
© SAP AG LO605 17-17
第 292 页 / 共 417 页
(cid:20)(cid:16)(cid:23) &XVWRPHU(cid:3)PDVWHU(cid:3)UHFRUG
The employees have to be saved in the system as customers so that you can create
orders for them.
During project planning, it was decided that an individual customer master record is not
needed for each employee. Instead, a collective master record (one-time customer
account) can be used for employee sales.
1-4-1 Create a customer master record accordingly:
/RJLVWLFV(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ(cid:3)fi(cid:3)0DVWHU(cid:3)GDWD(cid:3)fi(cid:3)%XVLQHVV(cid:3)SDUWQHUV(cid:3)fi
&XVWRPHU(cid:3)fi(cid:3)&UHDWH(cid:3)fi (cid:3)2YHUDOO
– Account group: 2QH(cid:16)WLPH(cid:3)FXVWRPHU(cid:3)(&3’$(cid:12)
– Number: SE##
– Company code: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3),’(6(cid:3)$*
– Sales area: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3)(cid:20)(cid:19)(cid:3)(cid:3)(cid:19)(cid:19)
Copy template:
– Customer: &3’(cid:16)/R(cid:25)(cid:20)(cid:24)(cid:3)(cid:11)VDPSOH(cid:3)FXVWRPHU(cid:12)
– Company code: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3),’(6(cid:3)$*
– Sales area: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3)(cid:20)(cid:19)(cid:3)(cid:3)(cid:19)(cid:19)
Press (QWHU(cid:3)to start maintaining the data
*HQHUDO(cid:3)GDWD
fi(cid:3)7DE(cid:3)SDJH(cid:3)‡$GGUHVV·(cid:29)
– Name: 6DOHV(cid:3)HPSOR\HH(cid:3)(cid:6)(cid:6)
– Search term: (6(cid:6)(cid:6)
6DOHV(cid:3)DUHD(cid:3)GDWD
fi(cid:3)7DE(cid:3)SDJH(cid:3)‡6DOHV·(cid:29)
– Sales office: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3))UDQNIXUW
fi(cid:3)‡,QYRLFLQJ·(cid:3)VFUHHQ(cid:29)
– Incoterms: &37(cid:3)(cid:11)&DUULDJH(cid:3)3DLG(cid:3)7R(cid:12)
– Payment terms: (cid:19)(cid:19)(cid:19)(cid:20)(cid:3)(cid:11)LPPHGLDWH(cid:3)SD\PHQW(cid:3)GXH(cid:3)QHW(cid:12)
– Tax classification: (cid:20)
© SAP AG LO605 17-18
第 293 页 / 共 417 页
(cid:20)(cid:16)(cid:24) 3ULFLQJ
Your sales manager has decided that each employee may receive a basic discount of
15%.
Maintain a master record for customer-dependent discount (.(cid:19)(cid:19)(cid:26)(cid:3)FXVWRPHU(cid:3)GLVFRXQW) of
(cid:20)(cid:24)(cid:8).
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fi(cid:3)&RQGLWLRQV(cid:3)fi(cid:3)6HOHFW(cid:3)E\(cid:3)FRQGLWLRQ(cid:3)W\SH(cid:3)fi(cid:3)&UHDWH
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0DLQWDLQ(cid:3)WKH(cid:3)FRQGLWLRQ(cid:3)UHFRUG
Customer:(cid:3)(6(cid:6)(cid:6)
Amount:(cid:3)(cid:20)(cid:24)
Press(cid:3)(QWHU(cid:3)to retrieve the data from the message type
6DYH(cid:3)the condition record
(cid:20)(cid:16)(cid:25) 3ULQWLQJ(cid:3)WKH(cid:3)LQYRLFH
The system should print the invoice automatically as soon as the sales document has
been saved.
1-6-1 Create an output master data record. Use output type 5’(cid:19)(cid:22).
fi(cid:3)/RJLVWLFV(cid:3)fi(cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ(cid:3)fi(cid:3)0DVWHU(cid:3)GDWD
fi(cid:3)2XWSXW(cid:3)fi(cid:3)6DOHV(cid:3)GRFXPHQW(cid:3)fi(cid:3)&UHDWH(cid:3)fi(cid:3)(QWHU(cid:3)RXWSXW(cid:3)W\SH(cid:3)5’(cid:19)(cid:22)
The output has been configured so that it is sent to the bill-to party. Set up the
master record so that output is printed as soon as the document has been saved.
)LHOG(cid:29)(cid:3)6(cid:17)(cid:3)GRF(cid:17)(cid:3)W\SH(cid:29)(cid:3) =%(cid:6)(cid:6)
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1-6-2 Maintain the following communication data for the output:
If you exited the transaction for maintaining the output master record, call up
the output master record you just created in change mode.
Sales document type:(cid:3)=%(cid:6)(cid:6)
%XWWRQ(cid:29)(cid:3)3URFHHG
fi(cid:3)%XWWRQ(cid:29)(cid:3)&RPPXQLFDWLRQ
Printer: /3(cid:19)(cid:20)
Print immediately: DFWLYDWH
Release after output: DFWLYDWH
Number of messages: (cid:20)
6DYH(cid:3)your entries.
© SAP AG LO605 17-19
第 294 页 / 共 417 页
(cid:20)(cid:16)(cid:26) 6DOHV(cid:3)WR(cid:3)HPSOR\HHV
Test your settings by trying to create a sale to an employee.
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)LHOG(cid:29)(cid:3)2UGHU(cid:3)W\SH(cid:29) =%(cid:6)(cid:6)
1-7-1 Create a sale to an employee.
Customer: 0$(cid:6)(cid:6)(cid:3)(enter address)
fi(cid:3)(QWHU(cid:3)DGGUHVV
What are the terms of delivery for the order?
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What are the terms of payment?
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Can you save the document? Why or why not?
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FDQQRW(cid:3)VDYH(cid:3)DQ(cid:3)LQFRPSOHWH(cid:3)GRFXPHQW(cid:17)
1-7-2 Enter the following two items
Material: 7(cid:16)$70(cid:6)(cid:6)(cid:3)((cid:20)(cid:3)XQLW)
Material: 7(cid:16)$71(cid:6)(cid:6)(cid:3)((cid:20)(cid:3)XQLW)
Which discounts were found?
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ZDV(cid:3)IRXQG
1-7-3 Which item categories did the system find for the items in the sales document?
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fi(cid:3),WHP(cid:3)FDWHJRU\(cid:29)(cid:3)=%(cid:6)(cid:6)
1-7-4 Save the order. Does the system automatically create a delivery?
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© SAP AG LO605 17-20
第 295 页 / 共 417 页
1-7-5 Check whether the system automatically printed the output when you saved
the sales document.
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Display the output on your screen.
In the sales document
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1-7-6 What type of delivery has been created?
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Which item category does the system find for the delivery items?
fi Back
fi Select an item and press the “Item details” button; Item category:(cid:3)=%(cid:6)(cid:6)
Post the goods issue.
fi(cid:3)%XWWRQ(cid:29)(cid:3)3RVW(cid:3)WKH(cid:3)JRRGV(cid:3)LVVXH
1-7-7 Create a billing document for the transaction.
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Which document does the billing document refer to?
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Where is this set in Customizing?
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)LHOG(cid:3)‡5HOHYDQW(cid:3)WR(cid:3)ELOOLQJ·(cid:29)(cid:3)%
© SAP AG LO605 17-21
第 296 页 / 共 417 页
What is the billing document type?
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(cid:3)(cid:3)(cid:3)(cid:3)%LOOLQJ(cid:3)W\SH(cid:29)(cid:3)&6
Check the accounting document. To which accounts were the incoming
payments posted?
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1-7-8 Did the system automatically determine an output in the billing document for
printing the invoice? Why or why not?
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FXVWRPHU(cid:17)
1-7-9 Look at the document flow for the whole process. Check the overall
processing status of the individual documents.
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fi(cid:3)%XWWRQ(cid:29)(cid:3)6WDWXV(cid:3)RYHUYLHZ
© SAP AG LO605 17-22
第 297 页 / 共 417 页
%LOOV(cid:3)RI(cid:3)0DWHULDO(cid:3)(cid:11)%20V(cid:12)
ª SAP AG 1999
© SAP AG LO605 18-1
第 298 页 / 共 417 页
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ª SAP AG 1999
© SAP AG LO605 18-2
第 299 页 / 共 417 页
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ª SAP AG 1999
(cid:140)
You are a specialist in selling PCs configured according to the individual customer’s requirements.
(cid:140)
The components are obtained from a distributor who is in contact with the producers in the Far
East.
(cid:140)
The components are not ordered from the distributor until the customer has placed an order for the
PC. This reduces warehouse stock and therefore, capital tie-up.
(cid:140)
Your customers may also order replacement parts.
(cid:140)
The components of the PC come from different vendors. Requirements are therefore transferred to
purchasing at the component level. This means that one order could generate several purchase
orders.
(cid:140)
An availability check in the order is not necessary because the components are ordered directly
from the distributor.
(cid:140)
The delivery note must contain details of both the PC and all of its components.
(cid:140)
The invoice contains the whole package with the quantity that was delivered. All of the components
should be listed in the invoice.
© SAP AG LO605 18-3
第 300 页 / 共 417 页
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ª SAP AG 1999
(cid:140)
If there is a bill of material master record for the material, it can be exploded in the sales document.
This depends on the settings you make in Customizing.
(cid:140)
The structure is exploded in the following order in the sales document:
• The material that has a bill of material is entered in the order. This is the main item of the bill
of material.
• The item category of the main item is determined. This item category controls whether and how
the BOM is exploded.
• If the BOM should be exploded, the system does it automatically. The components are then
listed in the document as sub-items for the main item.
• The system determines an item category for each sub-item.
(cid:140)
You can control the functions of each item category when you define it. The schedule line
categories are determined dependent on the respective item category. These settings can also be
customized.
© SAP AG LO605 18-4
第 301 页 / 共 417 页
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ª SAP AG 1999
© SAP AG LO605 18-5
第 302 页 / 共 417 页
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• Create item category group
• Create sales BOM
• Create and assign item categories
• Create and assign schedule line categories
• Set up automatic purchase requisitions
• Test the process
Your company, IDES, is a trading company that specializes in selling
personal computers that have been designed to meet your customer’s
specific requirements. You obtain the components from a distributor who
is in contact with producers in the Far East. The components are not
ordered from the distributor until the customer has placed an order for the
PC. This reduces warehouse stock and therefore, capital tie-up.
For you to be able to order the individual components of a PC from
different distributors, requirements have to be transferred to the
Purchasing department at the component level. This means that one sales
order could lead to several purchase orders.
However, the invoice only contains the whole package with the quantity
that was delivered.
Your customers are also able to purchase individual spare parts. This
means that you still have to be able to price the components individually.
The delivery note and the billing document should contain both the PC
and all its relevant components.
An availability check is not necessary for the order because you procure
the components directly from the distributor.
You also want to determine the cost for all components for statistics and
controlling purposes.
Change the settings for a bill of material (BOM) in Sales and Distribution
so that it can fulfill all these requirements.
© SAP AG LO605 18-6
第 303 页 / 共 417 页
(cid:20)(cid:16)(cid:20) %20V
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1-1-1 Create a BOM for material 7(cid:16)$76(cid:6)(cid:6):
Material: 7(cid:16)$76(cid:6)(cid:6)
Plant: (cid:20)(cid:21)(cid:19)(cid:19)(cid:3)(cid:3)’UHVGHQ
BOM usage: (cid:24)(cid:3)(cid:3)(cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ
Valid from: 7RGD\
Enter the following BOM items with the BOM item category / (sWRFN(cid:3)LWHP(cid:12):
Item 10: 7(cid:16)$77(cid:6)(cid:6) (cid:20)(cid:3)XQLW
Item 20: 7(cid:16)$78(cid:6)(cid:6) (cid:20)(cid:3)XQLW
Item 30: 7(cid:16)$79(cid:6)(cid:6) (cid:23)(cid:3)XQLWV
Item 40: 7(cid:16)$7:(cid:6)(cid:6) (cid:20)(cid:3)XQLW
1-1-2 Check whether the items in the BOM are relevant to sales documents.
How is this achieved?
____________________________________________________________
____________________________________________________________
1-1-3 Which item category groups are assigned to the materials in the BOM for sales
organization (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)and distribution channel (cid:20)(cid:19)(cid:3)in the material master?
7(cid:16)$76(cid:6)(cid:6): _________________________________
7(cid:16)$77(cid:6)(cid:6): _________________________________
7(cid:16)$78(cid:6)(cid:6): _________________________________
7(cid:16)$79(cid:6)(cid:6): _________________________________
7(cid:16)$7:(cid:6)(cid:6): BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB
© SAP AG LO605 18-7
第 304 页 / 共 417 页
(cid:20)(cid:16)(cid:21) &UHDWH(cid:3)DQ(cid:3)RUGHU
Check your new sales and distribution BOM by creating an order in the test system.
1-2-1 Create an order for the BOM you have just created.
Document type: =$(cid:6)(cid:6)
Sales area: (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(cid:3)(cid:20)(cid:19)(cid:3)(cid:3)(cid:19)(cid:19)
Customer: 7(cid:16)/(cid:25)(cid:22)’(cid:6)(cid:6)
PO number: %20(cid:6)(cid:6)(cid:3)(cid:16)(cid:3)(cid:19)(cid:20)
Material: 7(cid:16)$76(cid:6)(cid:6)
Does the system explode the BOM?
_________________________________
1-2-2 What item categories are automatically chosen by the system for the main and
sub-items?
Main item: _________________________________
Sub-items: _________________________________
1-2-3 At what level does pricing take place?
_________________________________
Where is this controlled in Customizing?
____________________________________________________________
____________________________________________________________
1-2-4 Which items will appear in the billing document and why? Why or why not?
____________________________________________________________
____________________________________________________________
1-2-5 Which schedule line categories does the system find for the main and sub-
items?
Main item: _________________________________
Sub-items: _________________________________
© SAP AG LO605 18-8
第 305 页 / 共 417 页
(cid:20)(cid:16)(cid:22) 6DOHV(cid:3)GRFXPHQW(cid:3)W\SH
Although you are using Sales and Distribution BOMs in sales document type =$(cid:6)(cid:6)(cid:15) the
rest of sales processing in your company is the same as that in the R/3 Standard System.
Therefore, deliveries are created for delivery type /)(cid:3)and billing documents with
billing document type )(cid:21).
1-3-1 Check whether the correct default values have been activated in your sales
document type and if necessary, change any settings.
’HOLYHU\(cid:3)W\SH(cid:29) ______________________________
2UGHU(cid:16)UHODWHG(cid:3)ELOOLQJ(cid:3)GRFXPHQW(cid:3)W\SH(cid:29)(cid:3) ______________________________
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1-3-2 The items in the sales document should be numbered in 100s. When you
explode a BOM, the sub-items should be numbered in 10s. Configure your
sales document type accordingly.
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You want the following to take place in your BOMs:
– Pricing should be calculated for the whole package.
– The delivery note should contain all the items in the package.
– The invoice should contain the main item and its components with the quantities that
were actually delivered.
– The whole BOM should be exploded in the sales document.
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第 306 页 / 共 417 页
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