LO605_EN_46C_FV (第6页) | ERP软件技术分享

第 128 页 / 共 417 页

1-3-5 Try to deliver the order. Can you do it?

____________________________________________________________

1-3-6 2SWLRQDO

Which order screens contain information about the movement type and

delivery blocks linked to schedule lines?

Movement type: _________________________________

Delivery block: _________________________________

1-4 Complete the following table:

,WHP(cid:3)FDWHJRU\ 053(cid:3)W\SH 3URSRVHG 0DQXDO 0DQXDO

VFKHGXOH(cid:3)OLQH VFKHGXOH(cid:3)OLQH VFKHGXOH(cid:3)OLQH

FDWHJRU\ FDWHJRU\ FDWHJRU\

,W&D 7\S 6FK/’ 06/&D 06/&D

AFN

AFN ND

AGN

TAN

TAN VM

TANN ND

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1-5 2SWLRQDO

Which schedule line category does the system determine for an item in item

category 7$1 if the MRP type for the material is 3(cid:22) (053(cid:3)IL[LQJ(cid:3)W\SH(cid:3)(cid:16)(cid:22)(cid:16))?

Schedule line category: _________________________________

Which search key does the system use?

Key: _________________________________

© SAP AG LO605 7-12

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		VFKHGXOH(cid:3)OLQH	VFKHGXOH(cid:3)OLQH	VFKHGXOH(cid:3)OLQH

		FDWHJRU\	FDWHJRU\	FDWHJRU\
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AFN
AFN	ND
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第 129 页 / 共 417 页

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6FKHGXOH(cid:3)/LQHV

1-1 Create the quotation

¯ ¯ ¯ ¯ ¯

(cid:3)/RJLVWLFV(cid:3) (cid:3)6DOHV(cid:3)DQG(cid:3)GLVWULEXWLRQ(cid:3) (cid:3)6DOHV(cid:3) (cid:3)4XRWDWLRQ(cid:3) (cid:3)&UHDWH

1-1-1 Quotation type: 47

PO number: (cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16)$*(cid:19)(cid:21)

Valid to: RQH(cid:3)PRQWK(cid:3)IURP(cid:3)WRGD\

1-1-2 Select the item and choose 6FKHGXOH(cid:3)OLQHV(cid:3)IRU(cid:3)LWHP.

1-1-3 Item category: $*1(cid:3)6WDQGDUG(cid:3)LWHP

Schedule line category: &6(cid:3)9HUEUJ(cid:17)(cid:3)MRP

1-1-4 Navigate to the definition of the schedule line category.

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OLQHV

fi(cid:3)’HILQH(cid:3)VFKHGXOH(cid:3)OLQH(cid:3)FDWHJRULHV

Item relev. for delivery GHDFWLYDWHG

Req./Assembly GHDFWLYDWHG

Availability check GHDFWLYDWHG

1-1-5 1R(cid:17)

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© SAP AG LO605 7-13

第 130 页 / 共 417 页

1-2 Check the definition of the schedule line categories.

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fi(cid:3)’HILQH(cid:3)VFKHGXOH(cid:3)OLQH(cid:3)FDWHJRULHV

6FKHGXOH(cid:3)OLQH ’HVFULSWLRQ $YDLODELOLW\ 7UDQVIHU(cid:3)RI ,WHP 0RYHPHQW

FDW(cid:17) UHTXLUHPHQWV UHOHY(cid:17)(cid:3)IRU W\SH

GHOLYHU\

AT Inquiry schedule line (cid:16) (cid:16) (cid:16) (cid:16)

BN No MRP (cid:16) (cid:16) (cid:16) (cid:16)

BP Deterministic MRP [ [ (cid:16) (cid:16)

CN No MRP (cid:16) (cid:16) [ (cid:25)(cid:19)(cid:20)

CP Deterministic MRP [ [ [ (cid:25)(cid:19)(cid:20)

DN Returns (cid:16) (cid:16) [ (cid:25)(cid:24)(cid:20)

1-3 Create the sales order.

1-3-1 Choose &UHDWH(cid:3)ZLWK(cid:3)UHIHUHQFH and enter the number of the quotation.

1-3-2 Select the item and choose 6FKHGXOH(cid:3)OLQHV(cid:3)IRU(cid:3)LWHP.

1-3-3 Item category: 7$1

Schedule line category: &9

1-3-4 Item rel. for del. [

Movement type (cid:25)(cid:19)(cid:20)(cid:3)*’(cid:3)JRRGV(cid:3)LVVXH(cid:29)(cid:3)GHOLYHU\

Req./Assembly [

Availability check [

1-3-5 Call the order and choose 6DOHV(cid:3)GRFXPHQW(cid:3) (cid:3)’HOLYHU.

<HV(cid:17)

1-3-6 2SWLRQDO

Select the item and choose 6FKHGXOH(cid:3)OLQHV(cid:3)IRU(cid:3)LWHP(cid:17)

Select the item again and choose 6FKHGXOH(cid:3)OLQH(cid:3)GHWDLOV or press the

3URFXUHPHQW or 6KLSSLQJ(cid:3)pushbutton.

The movement type is located on the 3URFXUHPHQW tab page.

The delivery block is located on the 6KLSSLQJ tab page.

© SAP AG LO605 7-14

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FDW(cid:17)			UHTXLUHPHQWV	UHOHY(cid:17)(cid:3)IRU	W\SH

				GHOLYHU\

AT	Inquiry schedule line	(cid:16) (cid:16) [ (cid:16) [ (cid:16)	(cid:16) (cid:16) [ (cid:16) [ (cid:16)	(cid:16) (cid:16) (cid:16) [ [ [
BN	No MRP
BP	Deterministic MRP
CN	No MRP
CP	Deterministic MRP
DN	Returns

第 131 页 / 共 417 页

1-4 Check the assignment of the schedule line categories.

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1-5 2SWLRQDO

Schedule line category: &3

Key: Item category: 7$1

MRP type: %ODQN

No explicit entries are maintained for the item category and the MRP

type in the assignment table.

In this case, the system checks whether an entry without a definition

of the MRP type exists for the involved item category.

© SAP AG LO605 7-15

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第 132 页 / 共 417 页

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ª SAP AG 1999

© SAP AG LO605 8-1

第 133 页 / 共 417 页

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FRQWURO(cid:3)GRFXPHQWV(cid:3)FUHDWHG(cid:3)ZLWK(cid:3)UHIHUHQFH

ª SAP AG 1999

© SAP AG LO605 8-2

第 134 页 / 共 417 页

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ª SAP AG 1999

© SAP AG LO605 8-3

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第 135 页 / 共 417 页

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ª SAP AG 1999

© SAP AG LO605 8-4

第 136 页 / 共 417 页

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ª SAP AG 1999

© SAP AG LO605 8-5

(cid:10)

Inquiry Quotation Order Contract Sched.ag t Billing document

Quotation

Req. delivery date

PO number

Sold-to party

Copy Item selection

(cid:8)(cid:9) (cid:11)(cid:12) (cid:11)(cid:12) (cid:11)(cid:9) (cid:11)(cid:9) (cid:11)(cid:12) (cid:13)(cid:15) (cid:14)(cid:17) (cid:16)

Search criteria

(cid:140)

You can create a sales document with reference to a preceeding document from both the initial

screen and during documen processing; the process is controlled using a uniform dialog box.

(cid:140)

The dialog box contains the six tab pages for ,QTXLU\ˆ(cid:3)4XRWDWLRQ(cid:15)(cid:3)2UGHU(cid:15)(cid:3)&RQWUDFW(cid:15)(cid:3)6FKHGXOLQJ

DJUHHPHQW(cid:3)and %LOOLQJ(cid:3)GRFXPHQW,(cid:3)from which you can choose one. The default tab card that appears

when you first call up the screen has been determined by the system depending on the sales

document category and the 0DQGDWRU\(cid:3)UHIHUHQFH(cid:3)field.

(cid:140)

The system then determines the document number of the required reference document.

(cid:140)

When you choose(cid:3)&RS\, the system copies the reference document completely and if you choose

,WHP(cid:3)VHOHFWLRQ(cid:3)you can select certain items and change the quantities before they are copied (see

next slides).

Inquiry	Quotation		Order	Contract		Sched.ag t	B	illing docu	ment
(cid:8)(cid:9) (cid:11)(cid:12) (cid:11)(cid:12) (cid:11)(cid:9) (cid:11)(cid:9) (cid:11)(cid:12) (cid:13)(cid:15) (cid:14)(cid:17) (cid:16) Quotation Req. delivery date Search criteria PO number Sold-to party Search

Search criteria

第 137 页 / 共 417 页

&UHDWH(cid:3)ZLWK(cid:3)5HIHUHQFH(cid:29)(cid:3),WHP(cid:3)6HOHFWLRQ(cid:3)

ª SAP AG 1999

© SAP AG LO605 8-6

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(cid:140)

You can create sales documents with reference to documents that already exist.

(cid:140)

In the process, you can specify a different requested delivery date for the new document. This date

is set at the header level and for all referenced items in the new document.

(cid:140)

You can use the 6HOHFWLRQ(cid:3)OLVW button to select one or more items in the referenced document and

change the order quantities according to your customer’s requirements. This allows you to copy

partial quantities or all the items and quantities in the referenced document directly to the new one.

Alternatively, you can also copy all the items and quantities directly from the preceding document.

(cid:140)

You can create with reference from both the initial screen and during document entry. This allows

you to group several quotations for a customer together in a single order.

(cid:140)

You can create with reference for inquiries, quotations, sales orders, contracts, scheduling

agreements and billing documents. To create with reference, you must first configure the

corresponding copying controls. Please note that you should only configure these controls for

logical business processes.

(cid:140)

([DPSOH: A free-of-charge subsequent delivery based on a sales order is appropriate an order

based on a free-of-charge subsequent delivery is not appropriate

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(cid:23)(cid:24)(cid:20)(cid:25)(cid:27) (cid:26) "$ # (cid:24)(cid:20)(cid:25)& %(’#& ) ,Y - #(cid:15) /] \(cid:17) (cid:24)RZ (cid:25)] #(cid:27) ^(cid:9) )’/(cid:27) (cid:25) a> %(’b] (cid:25) (cid:28)(cid:30) (cid:29) "* (cid:28) (cid:29) 2 (cid:29) 2 (cid:29)(cid:27) (cid:28) _ (cid:28)(cid:30) (cid:29)] (cid:29)(cid:27) Zc (cid:31)X (cid:29) "+ (cid:31) (cid:29) 3 (cid:29) 2 (cid:29)(cid:27) (cid:28) _ (cid:28) (cid:29)(cid:27) 3 Zc !X (cid:29) "+ ! (cid:28)t (cid:29)X (cid:29) (cid:29) 2 (cid:29)(cid:27) (cid:28) _ (cid:28)(cid:30) (cid:31)] (cid:29)(cid:27) Zc

(cid:10)

(cid:10)

第 138 页 / 共 417 页

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ª SAP AG 1999

© SAP AG LO605 8-7

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(cid:25)

(cid:140)

When you create with reference using the "Copy" pushbutton in the dialog box, the full quantities

of all items are copied to the subsequent document. This does not apply to items in the reference

document that have been partially or fully completed.

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第 139 页 / 共 417 页

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,QTXLU\ 4XRWDWLRQ 2UGHU

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&RS\LQJ(cid:3)FRQWURO(cid:29) &RS\LQJ(cid:3)FRQWURO(cid:29)

8SGDWH(cid:3)GRF(cid:17)(cid:3)IORZ (cid:3)[ 8SGDWH(cid:3)GRF(cid:17)(cid:3)IORZ (cid:3)[

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$ $ ) ) 1 1 $ $ * * 1 1 7$1

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ILUVW(cid:3)UHIHUHQFH IXOO(cid:3)TXDQWLW\(cid:3)LV(cid:3)UHI(cid:17)

ª SAP AG 1999

(cid:140)

When you &UHDWH(cid:3)ZLWK(cid:3)UHIHUHQFH to preceding documents, you frequently have to update the

information about referred quantities or values. To do this, you have to check the ’RFXPHQW(cid:3)IORZ

XSGDWH field at item level in copying control.

(cid:140)

In addition, if you want to restrict the reference to an item (for example, only until the full quantity

in the preceding document has been referenced), set the appropriate &RPSOHWLRQ(cid:3)UXOH in the item

category. The status of each item in the preceding document is updated separately, depending on

the completion rule of the item category.

(cid:140)

([DPSOHV

• &RPSOHWLRQ(cid:3)UXOH(cid:3)$(cid:29)

An inquiry item is given "Completed" status as soon as it has been referred to in a quotation.

This applies even if only part of the quantity in the quotation is copied.

• &RPSOHWLRQ(cid:3)UXOH(cid:3)%(cid:29)

A quotation item is not given "Completed" status until the complete quantity has been copied to

the subsequent order. If only some of the quantity is copied, the quotation item is given the

status "3DUWLDOO\(cid:3)UHIHUUHG". This allows you to continue creating orders from this item until the

total quantity has been used up.

• There are no additional completion rules for items in contracts.

(cid:140)

If you enter a reason for rejection, the item receives "&RPSOHWHG"(cid:3)status.

© SAP AG LO605 8-8

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第 140 页 / 共 417 页

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4XRWDWLRQ 2UGHU ’HOLYHU\ ,QYRLFH

5HWXUQV 5HWXUQV 5HWXUQV(cid:3)

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(cid:17)(cid:3)(cid:17)(cid:3)5HWXUQV

(cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)5HWXUQV(cid:3)GHOLYHU\

(cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)5HWXUQV(cid:3)FUHGLW(cid:3)PHPR

(cid:17)

ª SAP AG 1999

(cid:140)

A sales process is made up of the sequence of individual process steps recorded as documents. This

process chain is stored in the document flow.

(cid:140)

Document flows are updated for the overall document and for individual items.

(cid:140)

You can view all of the documents within the document flow in a list.

(cid:140)

In many cases, you can branch directly to the display of a document and then return to the

document flow.

(cid:140)

In the status overview that can be displayed for each document in the document flow, you can

quickly find detailed information about the current status of the sales and distribution process.

(cid:140)

([DPSOH:

• Order -> Delivery status

• Delivery -> Picking status

-> Billing status

• Billing doc. -> Posting status

© SAP AG LO605 8-9

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4XRWDWLRQ (cid:17)(cid:3)2UGHU (cid:17)(cid:3)(cid:17)(cid:3)’HOLYHU\ (cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3),QYRLFH (cid:17)(cid:3)(cid:17)(cid:3)5HWXUQV (cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)5HWXUQV(cid:3)GHOLYHU\ (cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)(cid:17)(cid:3)5HWXUQV(cid:3)FUHGLW(cid:3)PHPR (cid:17) (cid:17) (cid:17)

第 141 页 / 共 417 页

&RS\LQJ(cid:3)&RQWURO(cid:3)LQ(cid:3)6’

4XRWDWLRQ(cid:3)(cid:11)47(cid:12)

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ª SAP AG 1999

(cid:140)

In copying control you determine which document types can be copied to another document type.

Examples of this show how you can create a:

• Sales document type from a sales doc. type e.g. Standard order (OR) <- quotation (QT)

• Sales document type from a billing doc. type e.g. Credit memo request (G2) <- invoice (F2)

• Delivery type from a sales document type e.g. Delivery (DL) <- Standard order (OR)

• Billing doc. type from a sales doc. type e.g. Credit memo (G2) <- Credit memo request (G2)

• Billing document type from a delivery type e.g. Invoice (F1) <- Delivery (DF)

• Billing doc. type from a billing doc. type e.g. Invoice cancellation (S1) <- invoice (F1)

(cid:140)

You determine the details of the copying procedure in copying control.

© SAP AG LO605 8-10

第 142 页 / 共 417 页

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© SAP AG LO605 8-11

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(cid:140)

You set up copying control for header, item and schedule line level to match the structure of your

sales document.

(cid:140)

To control the copying procedure, at each level you create:

• ’DWD(cid:3)WUDQVIHU(cid:3)URXWLQHV

These routines control how fields are copied from the reference document.

• &RS\LQJ(cid:3)UHTXLUHPHQWV

Here you define requirements that are checked when you create a document with reference. If

these requirements are not met in a particular case, the system issues a warning or error

message and if necessary, terminates processing.

• 6ZLWFKHV

There are switches for setting specific controls for each transaction. For example, you can

activate or deactivate the transfer of item numbers from the preceding document at the header

level for sales documents.

(cid:140)

If you enter an invalid value or do not enter a target value at the item and schedule line level, the

system determines the target from the assignment of the item or schedule line categories. Any value

you enter must exist in the item or schedule line category assignment (as an alternative).

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第 143 页 / 共 417 页

&RS\LQJ(cid:3)5HTXLUHPHQWV

ª SAP AG 1999

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VU(cid:2) (cid:142)H PL ?(cid:12) OE B(cid:143) ?(cid:17) P(cid:7) BD (cid:130)(cid:9) O(cid:17) A(cid:137) (cid:144)(cid:15) ?(cid:17)

P(cid:131) :

{| ?(cid:17)

B(?> (cid:133)

O(cid:17) (cid:128)

(cid:135)* :e

A(cid:9) ?(cid:7)

=(cid:146)

P(B(cid:129) A(cid:22)

A(cid:22) 8H

PL O(cid:17) G(cid:12)

~(cid:7) <(cid:12) U(cid:7)

?(cid:17) P

VBD V:e

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(cid:140)

You can store copying requirements at every level in copying control. Copying requirements

contain the specific requirements for each business process and can be stored at every level. The

reference document can only be created if all these requirements have been met.

(cid:140)

Examples of copying requirements that have been included in the SAP standard system are:

• +HDGHU(cid:3)OHYHO

Copying requirement 001 checks, for instance, whether the sold-to party and the sales area in

the source and target document are the same.

• ,WHP(cid:3)OHYHO

Copying requirement 301 checks, for instance, whether the item that is to be used as a copy has

a reason for rejection or status &RPSOHWHG.

• 6FKHGXOH(cid:3)OLQH(cid:3)OHYHO

Copying requirement 501 ensures that only schedule lines with an open quantity greater than

zero are copied.

(cid:140)

1RWH:

Routines and requirements are written in ABAP/4 code and can be processed in Customizing in SD

under System Modifications. Here you should check whether the existing objects are suitable.

Normally you can adjust your system quickly by copying the objects in the standard system and

deleting or adding lines of code to them.

第 144 页 / 共 417 页

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ª SAP AG 1999

第 145 页 / 共 417 页

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At the end of these exercises, you will be able to:

• Control how the completion status is updated between documents

• Track the data transfer between sales documents and adapt it to meet

the specific requirements of a business process

In each step within a business process, you formulate requirements that

become prerequisites for the next step.

For example, you can define that a quotation can only lead to an order

when

• the sold-to party is identical in both documents or when

• the customer’s order lies within the validity period of the quotation

1-1 You receive a request for quotation (Inquiry number (cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16),1(cid:19)(cid:21)) from

customer 7(cid:16)6(cid:25)(cid:21)$(cid:6)(cid:6). The customer requests (cid:24)(cid:19)(cid:3)XQLWV(cid:3)HDFK(cid:3)of materials 7(cid:16)$7$(cid:6)(cid:6)

and 7(cid:16)$7%(cid:6)(cid:6). The requested delivery date is the first day of the next month.

1-1-1 Enter the inquiry.

1-1-2 What is the status of the items in the inquiry?

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Header

Item 10

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1-1-3 After checking with your MRP controller, you know that you can offer the

customer the requested quantity for material 7(cid:16)$7$(cid:6)(cid:6), but only (cid:22)(cid:19)(cid:3)XQLWV of

material 7(cid:16)$7%(cid:6)(cid:6). Enter a corresponding quotation (purchase number

(cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16)27(cid:19)(cid:22)) with reference to the inquiry. The quotation is valid for a

month.

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Header
Item 10
Item 20

第 146 页 / 共 417 页

1-1-4 Which changes does the system make to the document status?

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,QTXLU\

Header

Item 10

Item 20

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Item 10

Item 20

1-1-5 Once your customer has checked the quotation, they order the first item with

the complete quantity in the quotation, but initially only orders (cid:21)(cid:19)(cid:3)XQLWV of

the second item. Create the WUDGH(cid:3)IDLU(cid:6)(cid:6)(cid:3)RUGHU (purchase order number

(cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16)=$(cid:6)(cid:6)(cid:19)(cid:23)).

1-1-6 Which changes are made to the status of the quotation?

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1-1-7 Your customer then informs you that they don’t want the open quantity of

LWHP(cid:3)(cid:21)(cid:19) in the quotation because the product is WRR(cid:3)H[SHQVLYH. Reject the

item in the quotation and check the changes to the status.

Reason for rejection: _________________________________

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Header

Item 20

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第 147 页 / 共 417 页

1-2 Try to create another order with reference to the quotation.

1-2-1 Can you do it?

____________________________________________________________

Why or why not?

____________________________________________________________

1-3 2SWLRQDO

You decide in copying control whether the item numbers for the subsequent

document should be copied from the preceding document.

1-3-1 Was the item numbering in the trade fair## order (purchase order number

(cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16)=$(cid:6)(cid:6)(cid:19)(cid:23)) recalculated or taken from the quotation?

____________________________________________________________

1-3-2 Item numbering should be re-determined when you create an order for order

type =$(cid:6)(cid:6) with reference to a quotation. Change the settings in copying

control accordingly.

1-3-3 Create a quotation for customer 7(cid:16)6(cid:25)(cid:21)$(cid:6)(cid:6) that is valid for a month, with

purchase order number (cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16)27(cid:19)(cid:23) and any two items. Enter an order,

order type =$(cid:6)(cid:6), with reference to this quotation (purchase order number

(cid:6)(cid:6)/2(cid:25)(cid:19)(cid:24)(cid:16)=$(cid:6)(cid:6)(cid:19)(cid:24)). Copy both items.

Check the item numbering in the quotation and the sales order.

Item numbers in quotation: _________________________________

Item numbers in order: _________________________________

第 148 页 / 共 417 页

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1-1 Try out the &UHDWH(cid:3)ZLWK(cid:3)UHIHUHQFH function.

1-1-1 Create the inquiry and save the document.

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Choose 6WDWXV(cid:3)RYHUYLHZ.

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Item 10 2SHQ 1RWKLQJ(cid:3)UHMHFWHG 1RW(cid:3)UHIHUHQFHG

Item 20 2SHQ 1RWKLQJ(cid:3)UHMHFWHG 1RW(cid:3)UHIHUHQFHG

1-1-3 Create the quotation.

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Choose &UHDWH(cid:3)ZLWK(cid:3)UHIHUHQFH(cid:3) (cid:3),QTXLU\,(cid:3)enter the Inquiry number, choose

6HOHFWLRQ(cid:3)/LVW, and reduce the quantity of the second item. Choose &RS\.

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