Make-to-Order (Multilevel).pdf

EHP4 for SAP ERP 6.0 June 2010 English

Make-to-Order (Multilevel Production) with Variant Configuration and Sales Order Costing (357) %usiness Pro&ess Do&umentation

SAP AG Dietmar-Ho-Allee 16 6!1!0 "all#orf German$

SAP Best Practices

'() *'ultile+el Pro#u&tion, . ariant /onfiguration an# Sales )r#er /osting *,3 %PD

Co!right  /o$right 2010 SAP AG. All rights reser+e#. 5o art of this uli&ation ma$ e rero#u&e# or transmitte# in an$ form or for an$ urose ithout the e7ress ermission of SAP AG. (he information &ontaine# herein ma$ e &hange# ithout rior noti&e. Some softare ro#u&ts mar8ete# $ SAP AG an# its #istriutors &ontain rorietar$ softare &omonents of other softare +en#ors. 'i&rosoft9 "in#os9 E7&el9 )utloo89 an# PoerPoint are registere# tra#emar8s of 'i&rosoft /ororation. :%'9 D%29 D%2 ;ni+ersal Dataase9 )S<29 Parallel S$sle79 'SSeries9 S$stem i9 S$stem i9 S$stem 9 S$stem 9 S$stem 79 S$stem >9 S$stem >!9 ><)S9 A?P9 :ntelligent 'iner9 "eShere9 "eShere9 5etfinit$9 (i+oli9 :nformi79 i<)S9 P)"ER9 P)"ER9 P)"ER@9 )enPoer an# PoerP/ are tra#emar8s or registere# tra#emar8s of :%' /ororation. A#oe9 the A#oe logo9 logo9 A&roat9 PostS&rit9 PostS&rit9 an# Rea#er are are either tra#emar8s tra#emar8s or registere# registere# tra#emar8s tra#emar8s of A#oe S$stems :n&ororate# in the ;nite# States an#
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SAP Best Practices


Co!right  /o$right 2010 SAP AG. All rights reser+e#. 5o art of this uli&ation ma$ e rero#u&e# or transmitte# in an$ form or for an$ urose ithout the e7ress ermission of SAP AG. (he information &ontaine# herein ma$ e &hange# ithout rior noti&e. Some softare ro#u&ts mar8ete# $ SAP AG an# its #istriutors &ontain rorietar$ softare &omonents of other softare +en#ors. 'i&rosoft9 "in#os9 E7&el9 )utloo89 an# PoerPoint are registere# tra#emar8s of 'i&rosoft /ororation. :%'9 D%29 D%2 ;ni+ersal Dataase9 )S<29 Parallel S$sle79 'SSeries9 S$stem i9 S$stem i9 S$stem 9 S$stem 9 S$stem 79 S$stem >9 S$stem >!9 ><)S9 A?P9 :ntelligent 'iner9 "eShere9 "eShere9 5etfinit$9 (i+oli9 :nformi79 i<)S9 P)"ER9 P)"ER9 P)"ER@9 )enPoer an# PoerP/ are tra#emar8s or registere# tra#emar8s of :%' /ororation. A#oe9 the A#oe logo9 logo9 A&roat9 PostS&rit9 PostS&rit9 an# Rea#er are are either tra#emar8s tra#emar8s or registere# registere# tra#emar8s tra#emar8s of A#oe S$stems :n&ororate# in the ;nite# States an#

SAP Best Practices


"cons "con

Meaning /aution E7amle 5ote Re&ommen#ation S$nta7 E7ternal Pro&ess %usiness Pro&ess Alternati+e
#!ograhic Conventions #!e St!le

$escrition

Example text

"or#s or &hara&ters that aear on the s&reen. (hese in&lu#e fiel# names9 s&reen titles9 ushuttons as ell as menu names9 aths an# otions. /ross-referen&es to other #o&umentation.

E7amle te te7t

Emhasi>e# o or#s or or hrases in in o o#$ te te7t9 tititle tles of of gr grahi&s an an# ta tales.

E=A'P A'PE E (E (E=(

5ames of el elements ents in the the s$s s$stem tem. (he (hese se in&l n&lu#e u#e re reort nam name es9 rogram names9 transa&tion &o#es9 tale names9 an# in#i+i#ual 8e$ or#s of a rogramming language9 hen surroun#e# $ o#$ te7t9 for e7amle9 SEE/( an# :5/;DE.

Example text

S&reen outut. (his in&lu#es file an# #ire&tor$ names an# their aths9 messages9 sour&e &o#e9 names of +ariales an# arameters as ell as names of installation9 ugra#e an# #ataase tools.

EXAMPLE TEXT

e$s on the 8e$oar#9 for e7amle9 fun&tion 8e$s *su&h as

F2,

or the

ENTER 8e$.

Example text text>

E7a&t user entr$. (hese are or#s or &hara&ters that $ou enter in the s$stem e7a&tl$ as the$ aear in the #o&umentation. ariale user entr$. Pointe# ra&8ets in#i&ate that $ou rela&e these or#s an# &hara&ters ith aroriate entries.

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Contents Purose..................................................................... ........................................ ...................... ............. ....... ............ ......  PrereFuisites.......................................... PrereFuisites.......................................... ......................................... ........................................ ................. ... 6 'aster Data an# )rgani>ational Data.....................................................................................................6 %usiness /on#itions /on#itions ................................... ........................................ ......................................... ........... ! Preliminar$ Preliminar$ Stes..................................................... ......................................... ......................... ............. ....... ...... ! /reate ;ser Settings for ReFuirement Planning..................................................................................! Assign ;ser Parameter Parameter /)R;PR)? /)R;PR)? to ;ser ;ser 'aster Re&or# Re&or# .............................................. .......... ...... .... 10 1.1/reate /on#ition /on#ition Re&or# for ariant ariant /on#ition A00................................................. ...................... 10 Roles...................................................... ......................................... ......................................... ............. ....... ...... 12 Pro&ess )+er+ie (ale............................................................... ........................................ ............. ....... 12 Pro&ess Stes...................................................... ......................................... ........................................ .... 1 Sales )r#er Entr$................................................... ........................................ ................................... .... 1 )tional - /re#it /re#it 'anagement 'anagement /he&8 for Sales )r#er........................................... )r#er........................................... ....................... ........ ...... ..1I 1I 1.2)tional 1.2)tional - ong (erm Planning Planning ith /onfigure# /onfigure# 'aterials 'aterials ................................ ............... .............. ....... ......... 1! 'anufa&turing 'anufa&turing Stes for 'ultile+el '() *'a8e-to-)r *'a8e-to-)r#er,........................................... #er,........................................... ...................... .... 1! 'aterial ReFuirements Planning at Plant e+el.................................................................................20 E+aluation of the Sto&8

SAP Best Practices


Re+ersal of Pro&ess Stes....................................................... ......................................... ............ ........ ....... . 4! SAP ERP Reorting ..................................... ......................................... ............................... .............. ....... ......... .. 1 ;se# ?orms............................................................. ........................................ .................................... .. 2

Make-to-Order (Multilevel Production) with Variant Configuration Configuratio n and Sales Order Costing Purose 'a8e-to-)r#er *multile+el ro#u&tion, ith +ariant &onfiguration an# sales or#er &osting s&enario #emonstrates sales or#er ro&essing ith materials ith resele&te# &hara&teristi& +alues *material +ariants, an# &omonents that are ro#u&e# a&&or#ing to sales Fuantities lanne# for these +ariants. :f the sales or#er &onfiguration is not a+ailale as a material +ariant9 then &ustomer ser+i&e &an &onfigure the material on the or#er $ &hoosing the reFuire# &hara&teristi& +alues. A sales or#er &ost estimate is &reate# on sa+ing the or#er hi&h is suseFuentl$ use# to +aluate the &ost of goo#s sol#. (he ro&ess is triggere# hen an or#er for a &onfigurale material is re&ei+e# from the &ustomer. (he &ustomer or#er is re&ogni>e# in the 'RP run resulting in lanne# or#er for ro#u&tion of the material. :f insuffi&ient arehouse arehouse sto&8 is a+ailale9 ur&hase reFuisitions are &reate# for the ra materials reFuire#. "hen the ro#u&tion or#er is &reate#9 target &osts are &al&ulate# for the or#er lot si>e *reliminar$ &osting,. During the ro#u&tion ro&ess9 &osts in&urre# are u#ate# on the or#er9 hi&h enales $ou to 8ee tra&8 of an# &omare target &osts an# a&tual &osts at an$ time. Perio#-en#-&losing a&ti+ities are alie# to the or#er. (his in&lu#es "or8 :n Progress &al&ulation an# +arian&e &al&ulation. After this9 "or8 in Progress is settle# to finan&ial a&&ounting an# ro#u&tion +arian&es are settle# to management an# finan&ial a&&ounting. Pro#u&tion +arian&es are settle# to rofitailit$ anal$sis ith the sales or#er as one of the &hara&teristi&s. &hara&teristi&s.

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SAP Best Practices


Prere%uisites Master $ata and Organi&ational $ata S'P est Practices Standard Values Essential master an# organi>ational #ata as &reate# in $our ERP s$stem in the imlementation hase9 su&h as the #ata that refle&ts the organi>ational stru&ture of $our &oman$ an# master #ata that suits its oerational fo&us9 for e7amle9 master #ata for materials9 +en#ors9 an# &ustomers. (his master #ata usuall$ &onsists of stan#ar#i>e# SAP %est Pra&ti&es #efault +alues9 an# enales $ou to go through the ro&ess stes of this s&enario. Oerational ocus SAP %est Pra&ti&es #eli+ers stan#ar# +alues for more than one oerational fo&us area9 su&h as Ser+i&es9 (ra#e or 'anufa&turing. (his means that $ou ma$ fin# more than one master #ata tale elo. ;se the master #ata that mat&hes the oerational fo&us of $our &oman$ *Ser+i&e9 'anufa&turing or (ra#ing,.

'dditional Master $ata ($efault Values) ou &an test the s&enario ith other SAP %est Pra&ti&es #efault +alues that ha+e the same &hara&teristi&s. /he&8 $our SAP E// s$stem to fin# out hi&h other material master #ata e7ists.

*sing +our Own Master $ata ou &an also use &ustomi>e# +alues for an$ material or organi>ational #ata for hi&h $ou ha+e &reate# master #ata. ?or more information on ho to &reate master #ata9 see the 'aster Data Pro&e#ures #o&umentation. ;se the folloing master #ata in the ro&ess stes #es&rie# in this #o&ument3

Manufacturing , #rading Production Plant Master data

Value

Master , org data details

Co..ents

'aterial3

'1000

'10009?ER(9'()9/)5?:G9PD9E

'1000-001

'1000-0019?ER(9'(S9AR9PD9E9 K'

'1000-002

'1000-0029?ER(9'(S9AR9PD9"'9E

'1000-00

'1000-009?ER(9'(S9AR9PD9"'9K'9E

'1000-004

'1000-0049?ER(9'(S9AR9PD9H;9E

'1000-00

'1000-009?ER(9'(S9AR9PD9H;9"'9E

'1000-006

'1000-0069?ER(9'(S9AR9PD9"'9E

'1000-00

'1000-009?ER(9'(S9AR9PD9"'9E9%'


SAP Best Practices

Master data


Value


Co..ents

'2000

'20009 HA%9'(S9/)5?:G9PD9E

'000

'0009 HA%9'(S9/)5?:G9PD9E

'4000

'40009 HA%9'(S9/)5?:G9PD9E

R'0-001

R'0-0019HA%9'(S95D

R'0-002

R'0-0029HA%9'(S95D

R'0-00

R'0-009HA%9'(S95D

'2000-001

'20000019HA%9'(S9AR:A5(9PD9RE'9E9K'

'2000-002

'2000-0029HA%9'(S9AR:A5(9PD9E

'2000-00

'2000-009HA%9'(S9AR:A5(9PD9E9%'

'2000-004

'2000-0049HA%9'(S9AR:A5(9PD9E

'2000-00

'2000-009HA%9'(S9AR:A5(9PD9E

'2000-006

'2000-0069HA%9'(S9AR:A5(9PD9E9%'

'2000-00

'2000-009HA%9'(S9AR:A5(9PD9E

'2000-00I

'2000-00I9HA%9'(S9AR:A5(9PD9E

'2000-00!

'2000-00!9HA%9'(S9AR:A5(9PD9E9%'

'2000-010

'2000-0109HA%9'(S9AR:A5(9PD9?9%'

'2000-011

'2000-0119HA%9'(S9AR:A5(9PD9?

'2000-012

'2000-0129HA%9'(S9AR:A5(9PD9?

'000-001

'000-0019HA%9'(S9AR:A5(9PD9=

'000-002

'000-0029HA%9'(S9AR:A5(9PD9=

'000-00

'000-009HA%9'(S9AR:A5(9PD9=9%'

'000-004

'000-0049HA%9'(S9AR:A5(9PD9=

'000-00

'000-009HA%9'(S9AR:A5(9PD9=

'000-006

'000-0069HA%9'(S9AR:A5(9PD9=

'000-00

'000-009HA%9'(S9AR:A5(9PD9=

'000-00I

'000-00I9HA%9'(S9AR:A5(9PD9=

'000-00!

'000-00!9HA%9'(S9AR:A5(9PD9=

'4000-001

'4000-0019R)H9'(S9AR:A5(9PD9?

'4000-002

'4000-0029R)H9'(S9AR:A5(9PD9 S/9K'

'4000-00

'4000-009R)H9'(S9AR:A5(9PD9S/9%'

'4000-004

'4000-0049R)H9'(S9AR:A5(9PD9=

'4000-00

'4000-009HA%9'(S9AR:A5(9PD9=

'4000-006

'4000-0069HA%9'(S9AR:A5(9PD9=

R'20-001

R'20-0019R)H9PD9J:(9?

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SAP Best Practices

Master data

Plant3


Value


Co..ents

R'20-002

R'20-0029R)H9PD9A5%A59J:(9?

R'20-004

R'20-0049R)H9PD9?

R'20-00

R'20-009R)H9PD9?

R'0-010

R'0-0109R)H9PD9?

R'0-020

R'0-0209R)H9PD9?

R'0-00

R'0-009R)H9PD9?

R'20-00

R'20-009ERP9%9H;9?9 %;

R'20-00-R

R'20-00-R9PA/ RE? 'A(9ERP9P9H;

1000

Pro#u&tion Plant

1020

Pro#u&tion

100

Shiing *ith ean "',

Storage o&ation3

1040

%ill of 'aterial3

Routing Grou /ounter 1

*ithout lean "',

100100

Stores

'1000

'10009?ER(9'()9/)5?:G9PD9E

'2000

'20009 HA%9'(S9/)5?:G9PD9E

'000

'0009 HA%9'(S9/)5?:G9PD9E

'4000

'40009 HA%9'(S9/)5?:G9PD9E

'4000-002

'4000-0029R)H9'(S9AR:A5(9PD9 S/9K'

'4000-00

'4000-009R)H9'(S9AR:A5(9PD9S/9%'

'1000

'10009?ER(9'()9/)5?:G9PD9E

Sales Center Master data

Value


Co..ents

'2000

/A5 *2 alternati+e in &ase of ma&hine rea8#on,

'000

S(R:P

'4000

/):

Sales )rgani>ation

1000

5ational

Distriution /hannel

10

Dire&t Sales

/ustomer

100000

/ustomer 01 *ithout &re#it limit,

/ustomer

10000

/ustomer 04 *ith &re#it limit,

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SAP Best Practices


usiness Conditions (he usiness ro&ess #es&rie# in this s&enario is art of a igger &hain of integrate# usiness ro&esses or s&enarios. As a &onseFuen&e9 $ou must ha+e &omlete# the folloing ro&esses an# fulfille# the folloing usiness &on#itions efore $ou &an start going through this s&enario3 usiness condition

Scenario

E7e&ute ro&ess stes &osting run an# materials reFuirement lanning

Prerequisite Process Steps (154)

Preli.inar! Stes (his %usiness Pro&ess Do&umentation *%PD, &ontains ro&ess stes that ha+e to e #one as rereFuisite efore $ou &an start to or8 through the stan#ar# %usiness Pro&ess Do&umentation of sele&te# logisti&s s&enarios.

Create *ser Settings for /e%uire.ent Planning *se :n this ste9 $ou set u user settings that are ne&essar$ for reFuirement lanning.

Procedure 1.

A&&ess the transa&tion &hoosing one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*") S'P .enu

Logistics → Materials Management → Inventory Management Environment → Stock → Stock!equirements List

#ransaction code

'D04

→

Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role

2.

usiness role

Pro#u&tion Planner *SAPL5%PRLPR)DPA55ER-S,

usiness role .enu

Pro"uction Situation

→

#isplayStock !equirement

)n the Stock!equirements List$ Initial Screen9 ma8e the folloing entries3 ield na.e

.

 Evaluation  !eports

$escrition

*ser action and values

Co..ent

Material num%er

'1000

?inishe# Goo# '()9 /

Plant

1000

Pro#u&tion Plant

/hoose Enter an# &onfirm the information message if there is an$.

4. 5a+igate to *5"%/3 More&

, Environment → 'avigation Proile

→

ssign.

→

.

/hoose the *eneral Settings ta.

6.

:n the 'avigation Proile fiel#9 &hoose the na+igation #esign SPPPM!P++ M!P ,ontroller .

.

/hoose Save an# &onfirm the information message if there is an$.

I. Go a&8 to the SP ccess s&reen.

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SAP Best Practices


/esult ou ha+e &reate# the user settings ne&essar$ for the reFuirements lanning.

'ssign *ser Para.eter CO/*P/O8 to *ser Master /ecord *se :n this ste9 $ou assign a rofile to $our user hi&h #efines the la$out for the &onfirmation s&reen for single s&reen entr$.

Procedure 1.

A&&ess the a&ti+it$ using one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*") S'P 9CC .enu

-ools

#ransaction code

SU01

"ministration

→

→

.ser Maintenance

→

.sers


2.

usiness role

A#ministrator *Professional ;ser, *SAPL5%PRLL:(LAD':5-S,


I- "ministration

.ser Management

→

.ser Maintenance

)n the ,/ange Material$ initial screen9 ma8e the folloing entries an# &hoose ,/ange3 ield na.e

$escrition

.ser .

→


Co..ent

Enter $our SAP ;ser

)n the Maintain .ser s&reen9 &hoose the Parameters ta an# ma8e the folloing entries3 ield na.e

$escrition


Parameter I#

/)R;PR)?

Parameter 0alue

%D:02

Co..ent

4. Sa+e $our entries.

/esult (he &onfirmation rofile %D:02 is assigne# to $our user.

00 Create Condition /ecord for Variant Condition V':: *se A &on#ition re&or# for the +ariant &on#ition A00 is &reate#.

Prere%uisites (he +ariant 8e$ 'S01 has een &reate# an# assigne# to &hara&teristi& 'LAR)5D.


SAP Best Practices


?ollo the &onfiguration gui#es of master #ata3 /reate ariant /lassifi&ation9 /reate ariant /on#ition9 /reate Deen#en&ies. Here9 the &reation of the +ariant 8e$ 'S019 the &reation of the &hara&teristi& 'LAR)5D as ell as the /reation an# Assignment of the #een#en&$ is #es&rie#.

Procedure 1.

A&&ess the transa&tion &hoosing one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*") S'P 9CC Menu

Logistics ,entral unctions 0ariant ,oniguration Environment Pricing ,reate ,on"ition 





#ransaction code





VK11

2.

:n the ,reate ,on"ition !ecor"s s&reen9 &hoose &on#ition t$e 0++ .

.

/hoose Enter .

4.

)n the ,reate 0ariant Price ,on"ition (0++)$ ast Entry s&reen ma8e the folloing entries3 ield 4a.e

.

$escrition

*ser 'ction and Values

Sales 2rgani3ation

1000

#istri%ution ,/annel

10

Material

'1000

0ariant

'S01

mount

10

.nit

;SD

Co..ent

Per

ea+e emt$. (he +alue ill e #etermine# automati&all$ from the material master.

.oM

ea+e emt$. (he +alue ill e #etermine# automati&all$ from the material master.

0ali" rom

Ma&tual #ateN

An$ #ate reFuire#

0ali" to

Ma&tual #ate @ 1 $earN

An$ #ate reFuire#

/hoose Save

/esult (he +ariant &on#ition re&or# has een #efine# to e use# for +ariant ri&ing  SAP AG Page 11 of 2

SAP Best Practices


/oles *se (he folloing roles must ha+e een installe# to test this s&enario in the SAP 5et"ea+er %usiness /lient *5"%/,. ou #o not nee# these roles if $ou are not using the 5"%/ interfa&e9 ut the stan#ar# SAP G;:.

Prere%uisites (he usiness roles ha+e een assigne# to the user ho is testing this s&enario. usiness role

#echnical na.e

Process ste

:( A#ministrator

SAPL5%PRLL:(LAD':5-S

Assigning ;ser Parameter

Pro#u&tion Planner

SAPL5%PRLPR)DPA55ER-S

/reate ;ser Settings for ReFuirement Planning

Sales A#ministration

SAPL5%PRLSAESPERS)5-S

/reating Sales )r#er

"arehouse /ler8

SAPL5%PRL"AREH);SE/ER-S

:nitial Sto&8 Posting /reating Deli+er$ /onfirming (ransfer )r#er Pi&8ing *otional, Posting Goo#s :ssue

%illing A#ministrator

SAPL5%PRL%::5G-S

%illing

Shoflor Se&ialist

SAPL5%PRLSH)P?))R-S

'aterial Stagging

Strategi& Planner

SAPL5%PRLS(RA(PA55ER-S

/aa&it$ e+elling

Pro#u&t /ost /ontroller

SAPL5%PRLPRD/)S(L/)5(RR-S

/al&ulation of "or8 in ro&ess O Settling the Sales )r#er to Profitailit$ Anal$sis

/esult ou &an no ro&ess this s&enario.

Process Overview #a6le Process ste

9;ternal rocess reference

Sales Order Entry

Credit Management Check for

,re"it Management (1+6)

usiness condition

usiness role

#rans-action code

9;ected results

,ustomer requests customi3e" or"er

,ustomer Service

0+1

2r"er 'um%er #eman" create" or M!P ,re"it Limit up"ate"

See ,re"it Management ,/eck





SAP Best Practices

Process ste




usiness role

#rans-action code

9;ected results

Long Term Planning ith Config!red Materials (optional)

Logistics Planning (751)

See Logistics Planning scenario




Man!fact!ring Steps for M!ltile"el Make To Order

Pro"uction 2r"er Processing Multilevel Make8 to82r"er (M-2)

Sales Order (optional)

Make#to#stock (m!ltile"el prod!ction) ith Config!red Materials (optional)

a%rication an" posting materials inis/e" goo"s or t/e sales or"er

See Manuacturing Steps or Multilevel M-S (79+)

a%rication or most popular pre8 conigura%le inis/e" pro"ucts in t/is scenario is availa%le Suicient stock or most popular pre8 conigura%le inis/e" pro"ucts in t/is scenario is availa%le

$nitial Stock Posting (optional)

%eli"ery %!e List

Process or"ers "ue or "elivery

S/ipping

0L1+I

#elivery #ue List printe" #eliveries create" :are/ouse -ranser 2r"er create"

Picking (otional)

2nly require" ;o Lean :M processing

"arehouse /ler8

025

'aterial is i&8e#





Material must %e availa%le in stock

:are/ouse ,lerk

0L+92

*oo"s issue is poste" System prints "elivery note an" %ill o

Credit Management Check for %eli"ery note (optional) Post &oods $ss!e

,re"it Management (1+6)

 SAP AG Page 1 of 2

SAP Best Practices

Process ste




usiness role

#rans-action code

9;ected results la"ing

Billing

ccounts receiva%le

0+4

System generates invoice or %illing

Plant Closing

Perio" en" closing
See Perio" en" closing
Company Closing

Perio" en" closing in inancial accounting (15>)

See Perio" en" closing in inancial accounting scenario





SAP Best Practices


Process Stes Sales Order 9ntr! *se ou ha+e re&ei+e# a reFuest for a ma8e-to-or#er sales or#er. :n this a&ti+it$9 $ou ill enter the sales or#er.

Procedure 1.

A&&ess the transa&tion &hoosing one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*") S'P 9CC .enu

Logistics

#ransaction code

Sales an" #istri%ution



Sales



2r"er



,reate



VA01

2. Enter the )r#er t$e )R an# &hoose Enter . *ou &an otionall$ enter organi>ational #ata., . 'a8e the folloing entries3 ield na.e Sol" to party

$escrition


Co..ent

100000 *
An$ other &ustomer &oul# e use#

10000 *ith &re#it limit, P2 num%er

'() )r#er

E7amle

Material 'um%er

'1000

?inishe# Goo# '() / /onfigurale *ma$ e rela&e# $ &onfigure# material after &onfiguration is &omlete#,

?uantity 4.

10

/hoose Enter .

ou &an ma8e $our user settings for +ariant mat&hing either in the &onfiguration rofile or in the ,/aracteristic 0alue ssignment s&reen. :n the &onfiguration rofile9 &hoose Settings or9 in the sales or#er in the ,/aracteristic 0alue ssignment s&reen9 &hoose 0ie; Settings9 an# &hoose the 0ariant Matc/ing ta. 

:f $ou sele&t the -ype matc/ing on request &he&8o79 $ou &an &arr$ out +ariant mat&hing on the ,/aracteristic 0alue ssignment s&reen $ &hoosing . :f $ou sele&t the Perm -ype matc/ing &he&8o7 in the ariant mat&hing ta age9 the material numer of the +ariant is #isla$e# on the /hara&teristi& alue Assignment s&reen9

 SAP AG Page 1 of 2

SAP Best Practices


as soon as the s$stem has foun# a material +ariant ith a mat&hing +alue assignment. ?or this s&enario9 sele&t Perm -ype matc/ing &he&8o7. ?or Strateg$9 if $ou sele&t the Partial coniguration &he&8o79 the s$stem fin#s an# #isla$s a material9 ro+i#e# that the +alue assignment artl$ mat&hes the +alue assignment of the material +ariant if $ou sele&t the ,omplete coniguration &he&8o79 the s$stem ill onl$ fin# a material if the +alue assignment is &omlete an# all the &hara&teristi& +alues mat&h. :n this s&enario9 sele&t ,omplete coniguration &he&8o7. .

)n the ,/aracteristic 0alue ssignment s&reen9 in the ,/aracteristic 0alue ssignment area sele&t a +alue $ &hoosing it from the &hara&teristi&s +alue range. (he +alues elo are e7amles ut all +alues of this '() s&enario #een# on this e7amle.

6.

Enter the &orreson#ing +alues for the &hara&teristi&s elo3 ield na.e

$escrition


Si3e o ,an

10 *10 Gallons,

-ype o Material

02 *'etalli&,

Co..ent

ali# ith Enter. :f $ou &hoose Plasti&9 the +alue Qith Ears is not authori>e# for the &hara&teristi& QEars. ield na.e


Co..ent

Ears

02 *
Default +alue

Lining o ,an

01 *5o lining,

Default +alue

La%eling

02 *ith lael,

ali# ith Enter

$escrition

 5et

eight ant Gross "eight are automati&all$ &al&ulate#.

:f the &omination of the sele&te# &hara&teristi& +alues &orreson#s to one of a &onfigure# material9 then the latter ill automati&all$ rela&e the &onfigurale material in the sales or#er item. 5ote that this &onfigure# material is also &alle# a material +ariant an# is manage# as a 'a8e-to-Sto&8 material. :n this &ase9 refer to the s&enario Make8to8stock (Multilevel Pro"uction) ;it/ ,onigure" Materials (79+) . Hen&e9 if $ou &hoose the folloing &ominations of +alues9 $ou ill e or8ing ith alrea#$ &onfigure# materials an# ill no longer e ale to follo the ro&ess flo of this s&enario3

Char Value

Char Value

Char Value

Char Value

Char Value

Material variant

Si&e of can

#!e of Material

9ars

01 *1 Gallon,

02 *'etalli&,

01 *ith,

01 *5o lining,

01 *ithout,

'1000-001

01 *1 Gallon,

02 *'etalli&,

02 *ithout,

01 *5o lining,

01 *ithout,

'1000-002

01 *1 Gallon,

02 *'etalli&,

01 *ith,

01 *5o lining,

02 *ith,

'1000-00

0 * Gallons,

02 *'etalli&,

02 *ithout,

02 *Eo7$ ining,

01 *ithout,

'1000-004


SAP Best Practices


Char Value

Char Value

Char Value

Char Value

Char Value

Si&e of can

#!e of Material

9ars

10 *10 Gallons,

02 *'etalli&,

02 *ithout,

02 *Eo7$ ining,

02 *ith,

.

"hen ea&h of the &onfiguration &hoi&es has een entere#9 &hoose

I.

:f Stan"ar" 2r"er $ Planne" In"epen"ent !equirements ssignment s&reen aears9 &hoose ,ontinue.

!.

:f a material +ariant &an e #etermine# on the #isplay Material 0ariant s&reen9 sele&t the &onfigurale line item an# &hoose Enter .

Material variant

'1000-00

@ack .

:f the arning message3 Pricing error$ Man"atory con"ition P!++ is missing aears9 enter &on#ition t$e PR00 an# enter a suitale ri&e. (o #o so9 sele&t the item in the sales or#er an# &hoose Item ,on"itions *utton at ottom right of s&reen,. :n the Item con"itions ta9 &hoose Insert !o;  :n the nel$ &reate# ro rea#$ for inut9 enter P!++ in the &olumn ,n-y an# enter the ri&e +alue in the &olumn mount .

/he&8 the other ri&ing #etails of the item line. A sur&harge is alie# to the stan#ar# ri&e if the &hara&teristi& Qith laelling  +alue Q +A  is &hosen. (his is highlighte# $ the &on#ition t$e A00 *+ariant &on#ition,.

10. :f Stan"ar" 2r"er$ vaila%ility ,ontrol s&reen aears9 &onfirm the roose# #eli+er$ #ate. (o #o so9 &hoose ,omplete "lv . 11. /hoose Save. 'a8e a note of the ne sales #o&ument numer #isla$e# at the ottom of the s&reen3 LLLLLLLLLLLLLLLLLLLLLLLLL.

(he or#er numer is later reFuire# in &ase of initial sto&8 osting.

)tionall$9 $ou &an &hange the Hea#er (e7t to e rinte# on or#er &onfirmation. (o #o so9 &hoose the menu ath *o -o Bea"er -exts. /hoose Bea"er 'ote 19 enter te7t an# &hoose Save. ou &an also &hange the :tem (e7t to e rinte# on or#er &onfirmation. (o #o so9 &hoose *o -o Item -exts. /hoose Material sales text 9 enter te7t an# &hoose Save. (he item te7t ill also refle&t on &ustomers in+oi&e. 







ou &an also &he&8 the #eli+er$ #ate of the items. Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role 1.

A&&ess the transa&tion using the folloing na+igational otion3

 SAP AG Page 1 of 2

SAP Best Practices


usiness /ole

Sales A#ministrator (SPC'@P!CSLESPE!S2'8S)

usiness /ole Menu

Sales



,ustomer ,ockpit

2. 'a8e the folloing entries an# &hoose #isplay ,ustomer 3 ield 4a.e


,ustomer 'um%er

100000 *
Co..ent

10000 *ith &re#it limit, .

4.

.

)n the ,ustomer ,ockpit screen9 sele&t the folloing otion3 ield 4a.e


2t/er ctivities

Create Order

)n the ,reate Sales 2r"er screen9 ma8e the folloing entries an# &hoose Start 3 ield 4a.e


Co..ent

Sales #ocument -ype

OR

Stan#ar# )r#er

)n the Stan"ar" 2r"er$ 'e; screen9 ma8e the folloing entries3 ield 4a.e


P2 num%er

6.

Co..ent

Co..ent Enter a &ustomer ur&hase or#er numer as referen&e.

Material

'1000

2r"er ?uantity

10

/hoose Save #ocument 'a8e a note of the sales or#er numer3 LLLLLLLLLL

ou &an no #isla$ the &reate# or#er on the ,ustomer ,ockpit screen. :n the 'um%er o Last #ocuments fiel#9 sele&t the numer of last #o&uments $ou oul# li8e to #isla$ for e7amle9 20. /hoose !eres/. (he latest or#er is the one that has Cust een &reate#.

/esult (he or#er is sa+e# an# the or#er &onfirmation is sent to rinter. Deman# is &reate# for 'RP.

Otional - Credit Manage.ent Check for Sales Order Credit Manage.ent (0:=) *se :n this a&ti+it$9 $ou erform a &re#it management &he&8 for the sales or#er.

(his a&ti+it$ is onl$ ne&essar$ if $ou ant to &hoose &ustomer 10000.  SAP AG Page 1I of 2

SAP Best Practices


Procedure /omlete all a&ti+ities #es&rie# in the @usiness Process #ocumentation of the s&enario3 Credit Management (') Please use the master #ata from this #o&ument.

0 Otional -
Procedure /omlete all a&ti+ities #es&rie# in the @usiness Process #ocumentation of the s&enario3 Long Term Planning ith Config!red Materials (*+') (o ro&ee# ith this stes9 use the master #ata liste# in the tale elo3

Master data

Value

Co..ents

'aterial3

'2000-001

'2000-0019HA%9'(S9AR:A5(9PD9RE'9E9K'

'aterial3

'2000-002

'2000-0029HA%9'(S9AR:A5(9PD9E

'aterial3

'2000-00

'2000-009HA%9'(S9AR:A5(9PD9E9%'

'aterial3

'2000-004

'2000-0049HA%9'(S9AR:A5(9PD9E

'aterial3

'2000-00

'2000-009HA%9'(S9AR:A5(9PD9E

'aterial3

'2000-006

'2000-0069HA%9'(S9AR:A5(9PD9E9%'

'aterial3

'2000-00

'2000-009HA%9'(S9AR:A5(9PD9E

'aterial3

'2000-00I

'2000-00I9HA%9'(S9AR:A5(9PD9E

'aterial3

'2000-00!

'2000-00!9HA%9'(S9AR:A5(9PD9E9%'

'aterial3

'2000-010

'2000-0109HA%9'(S9AR:A5(9PD9?9%'

'aterial3

'2000-011

'2000-0119HA%9'(S9AR:A5(9PD9?

'aterial3

'2000-012

'2000-0129HA%9'(S9AR:A5(9PD9?

Manufacturing Stes for Multilevel M#O (Make-to-Order) *se

 SAP AG Page 1! of 2

SAP Best Practices


(he urose of this a&ti+it$ is to &reate sto&8 *Sales or#er sto&8, for material finishe# goo#s

Material /e%uire.ents Planning at Plant
Prere%uisites (he finishe# ro#u&t for '() *'1000, is lanne# at lant le+el. (here is no a reFuirement for the material ?inishe# Pro#u&t '() *'1000, in lant.

Procedure 1.


Logistics T Pro"uction D M!P T Planning D Single8Item Multi8 Level

#ransaction code

'D02


2.

usiness role



Pro"uction D M!P D Planning D M!P 8 Single8Item Multi8Level

)n the Single8Item Multi8Level s&reen9 ma8e the folloing entries3 ield na.e

$escrition


Co..ent

Material

'1000

?inishe# Pro#u&t '()

Plant

1000

Pro#u&tion Plant

Processing key

5E(/H

5et &hange in total hori>on

,reate purc/ase req

1

#elivery sc/e"ules



,reate M!P list

1

Planning mo"e

2

Sc/e"uling

1

M,P control parameters

. /onfirm $our entries ith Enter . 4. /onfirm the information message Please check input parameters  . 5ote the &omonent list if $ou e7e&ute the < 'anufa&turing Stes for multile+el 'a8e-to-Sto&8 or :nitial Sto&8 Posting  SAP AG Page 20 of 2

SAP Best Practices


6. Go a&8 ti&e to a&&ess the SP Easy ccess s&reen.

9valuation of the Stock,/e%uire.ent
Prere%uisites (he reFuirement lanning has een &arrie# out.

Procedure 1. A&&ess the a&ti+it$ using one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*")

2.

S'P 9CC .enu

Logistics T Pro"uction D M!P T Evaluation D Stock!equirements List

#ransaction code

'D04

)n the Stock!equirements List$ Initial Screen9 enter the folloing #ata3 ield na.e

$escrition


Co..ent

Material

'1000

?inishe# Goo# '()

Plant

1000

Pro#u&tion Plant

. /onfirm $our entries ith Enter . 4.

Sele&t S/o; 2vervie; -ree Put the &ursor on the Sales )r#er line * ,us2r" , an# &li&8 2r"er !eport

in the )+er+ie (ree anel.

ou &an #isla$ all the #een#ent reFuirements $ &omonent for this sales or#er. (o #o so9 #oule &li&8ing on ea&h material #isla$e# in the tree o+er+ie. .

/hoose @ack ti&e to return to the SP Easy ccess s&reen. Otion 1 S'P 4eteaver usiness Client (S'P 4C) via usiness /ole

1.

A&&ess the transa&tion using the folloing na+igational otion3 usiness role


usiness role .enu 2.

M!P → Planne" 2r"er

→

)n the ll Planne" 2r"ers ta9 enter the folloing sear&h &riteria3 ield na.e

.

Pro"uction

$escrition


Co..ent

Material

'1000

S? Suasseml$

Planning Plant

1000

Pro#u&tion Plant

/hoose pply .


SAP Best Practices


(he lanne# or#ers for $our suasseml$ ere #isla$e# in the stan#ar# +ie.

/esult (he %)' e7losion #uring the 'RP run has generate# #een#ent reFuirements for the #eman#-#ri+en lanne# &omonents. Deen#ent reFuirements for the &onsumtion-ase# &omonents are onl$ generate# $ ro#u&tion or#ers at the time of reser+ation.

Procure.ent of Co.onent Stock :n the real usiness9 the ra materials are usuall$ ur&hase# from e7ternal +en#ors an# semi-finishe# goo#s &an e either ro#u&e# internall$ or su&ontra&te#.

(here is the otion for ea&h &omonent3 •

Either to ost initial sto&8 #ire&tl$ to the storage lo&ation 1040 *&f suro&ess Initial Stock Posting elo,

•

)r to referen&e to the suro&ess elo *' ake8to8stock (Multilevel Pro"uction) ;it/ ,onigure" Materials,

 Please first &he&8 in re+ious ste *'D04,9 hether a ur&hase reFuisition has een generate# for the &omonent material. :f not9 then there is suffi&ient sto&8 a+ailale.

Make-to-stock (.ultilevel roduction) with Configured Materials (otional)

Make#to#stock (m!ltile"el prod!ction) ith Config!red Materials (*-) (his s&enario is to e e7e&ute# for all &omonents of the 'a8e-to-)r#er finishe# goo# *semifinishe# goo#s an# ra materials,.

"nitial Stock Posting (otional) (his ste &an e e7e&ute# for the &omonents of the finishe# goo#. (his is a manual sto&8 osting.

1.


Logistics

Materials Management



Inventory Management






SAP Best Practices


*oo"s Movement #ransaction code

*oo"s Movement



':G)

Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role usiness role

"arehouse /ler8 *SAPL5%PRL"AREH);SE/ER-S,


:are/ouse Management *oo"s Movement

→

,onsumption an" -ransers

→

2t/er

2.

)n the Enter *oo"s !eceipts$ Initial Screen9 &hoose Goo#s Re&eit in the first a+ailale fiel# an# )ther in the ne7t fiel# of entr$. )n the right han# si#e of the s&reen enter mo+ement t$e 61 *:nit. Entr$ of st%al, an# &hoose enter.

.

'a8e the folloing entries an# &hoose enter3 ield na.e


Material

'2000-00

?uantity

MreFuire# Ft$N

:/ere ta%

4.

Movement -ype

61

Plant

1000

Storage Location

1040

#ocument "ate

Mto#a$s #ateN

Posting "ate

Mto#a$s #ateN

/hoose ne7t iteman# ma8e the folloing entries3 ield na.e


Material

R'20-001

?uantity

MreFuire# Ft$N

:/ere ta%

.

Movement -ype

61

Plant

1000

Storage Location

1040

#ocument "ate

Mto#a$s #ateN

Posting "ate

Mto#a$s #ateN



Material

R'20-002

?uantity

MreFuire# Ft$N

:/ere ta% Movement -ype

61

Plant

1000

Storage Location

1040


SAP Best Practices

6.


ield na.e


#ocument "ate

Mto#a$s #ateN

Posting "ate

Mto#a$s #ateN



Material

R'20-00

?uantity

MreFuire# Ft$N

:/ere ta% Movement -ype

61

Plant

1000

Storage Location

1040

#ocument "ate

Mto#a$s #ateN

Posting "ate

Mto#a$s #ateN

.

/hoose :tem ) in#i&ator for all line items an# &hoose &he&8.

I.

/hoose Sa+e.

/esult :nitial sto&8 for the material as oste#. 'a8e a note of the material #o&ument numer.

Create Production Order for inished 2oods Production *se /reate ro#u&tion or#er ithout e7ternal ro&essing oeration.

Prere%uisites Pro#u&tion or#ers for asseml$ ?inishe# Goo# '() *'1000, are generate# in the same a$ as for arts ro#u&tion.

Procedure 1.


Logistics T Pro"uction D M!P T Evaluation D Stock!equirements List

#ransaction code

'D04


SAPL5%PRLPR)DPA55ER-S *Pro#u&tion Planner,


Pro"uction  Evaluation In"ivi"ual #isplay

 !eports 

→

Stock!equirements List 8


SAP Best Practices

2.


)n the Stock!equirement List$ Initial Screen9 ma8e the folloing entries3 ield na.e

$escrition

Material Plant


Co..ent

'1000

?inishe# Goo# '()

1000

Pro#u&tion Plant

. /onfirm $our entries ith Enter . 4. Doule-&li&8 on the 'RP element Pl"2r" *lanne# or#er &orreson#ing to the sales or#er item,.

(he lanne# or#er &ontains three #ates3 (he or#er finish an# or#er start #ates9 an# the lanne# oening #ate. :f the lanne# oening #ate has een rea&he#9 the lanne# or#er is &on+erte# to a ro#u&tion or#er. (he lanne# oening #ate is #etermine# using the s&he#uling margin 8e$ of the material master.

.

/hoose ,onvert planne" or"er to pro"uction or"er (,trl  1) .

ou no ran&h to the ro#u&tion or#er. (he s$stem e7lo#es the routing an# the %)'. (he ro#u&tion or#er t$e is %'. ou ha+e to &he&8 the settlement rule #etermine#. (o #o this9 from the Bea"er menu9 &hoose Settlement rule. ou see that the ro#u&tion or#er is settle# to material ?inishe# Goo# '() *'1000,.

A ro#u&tion +ersion #etermines the +arious ro#u&tion te&hniFues that &an e use# to ro#u&e materials. :t &an e #efine# $ the folloing information3 •

Alternati+e %)' for a %)' e7losion

•

(as8 list t$e9 tas8 list grou an# grou &ounter for assignment to tas8 lists

•

ot-si>e restri&tions an# erio# of +ali#it$

(he ro#u&tion +ersions of material ?inishe# Goo# '() *'1000, are #efine# ith one %)' an# to #ifferent routings. (he$ ere sele&te# automati&all$ $ the or#er lot si>e. )n the Pro"uction or"er ,reate$ Bea"er s&reen at the ssignment ta age9 if a ro#u&tion +ersion alrea#$ e7ists9 he fiel# Pro"uction 0ersion is "isplaye" ith the +alue of the sele&te# ro#u&tion +ersion. 6.

Sa+e the ro#u&tion or#er an# ma8e a note of the ro#u&tion or#er numer3 Pro#u&tion or#er numer3 LLLLLLLLLLLLLLLL.

. (his ta8es $ou a&8 to the Stock
/hoose @ack ti&e to return to the SP Easy ccess s&reen.


SAP Best Practices


Otion 1 S'P 4eteaver usiness Client (S'P 4C) via usiness /ole usiness role


usiness role .enu 6.

Pro"uction

M!P → Planne" 2r"er

→

)n the ll Planne" 2r"ers ta9 enter the folloing sear&h &riteria3 ield na.e


Co..ent

Material

'1000

S? Suasseml$

Planning Plant

1000

Pro#u&tion Plant

.

$escrition

/hoose pply .

(he lanne# or#ers for $our suasseml$ ere #isla$e# in the stan#ar# +ie. I. Sele&t the lanne# or#er an# &hoose ,onvert to Pro"uction 2r"er .

:n the status line the message Planne" 2r"er$ ++++++ ,onverte" to Pro"uction 2r"er$ +++++ is #isla$e#. !. 'a8e a note of the ro#u&tion or#er numer LLLLLLLLLLLLLL.

/esult A ro#u&tion or#er for the final asseml$ of material inis/e" *oo" M-2 has een &reate#.

Material Staging for inished 2oods Production *se (his a&ti+it$ ulls the materials reFuire# for the Pro#u&tion )r#er from +arious storage lo&ations to the ro#u&tion storage lo&ation.

(he materials reFuire# are lo&ate# in the a+ailale sto&8 of the sul$ing storage lo&ation. (his a&ti+it$ ulls the materials reFuire# for the Pro#u&tion )r#er from +arious storage lo&ations9 for e7amle9 Stores *1040, to the ro#u&tion storage lo&ation Sho ?loor *,. :n &ase that there is not enough material in the ro#u&tion storage lo&ation Sho ?loor *, or if the reFuirement #ate is not $et rea&he#9 material staging is not ossile.

Procedure 1.


Logistics → Pro"uction → s/op loor ,ontrol → Material Staging → Pull List

#ransaction code

'?60

*oo"s Movements

→


SAP Best Practices



Sho ?loor Se&ialist *SAPL5%PRLSH)P?))R-S,


S/op loor

#iscrete

→

*oo"s Movement

→

Material Staging

→

2.

)n the Initial s&reen9 &hoose Storloclevel .

.

)n the Initial s&reen9 enter $our lant an# in Selection perio" or reqmts enter the #ate hen the materials in the or#ers are reFuire# or later *lea+e lan8 if ne&essar$,.

4.

/hoose the Pro"uctionprocess or"ers ta age.

. 'a8e the folloing entries3 ield na.e

6.


Co..ent

M!P ,ontroller

M'RP &ontrollerN

)tional

2r"er

Mor#er numerN

)tional

/hoose

$escrition

Execute.

:f no line aears for the ro#u&tion or#er &reate# ao+e9 this means that there is suffi&ient sto&8 for all &omonents in the Pro#u&tion Storage o&ation. Hen&e9 lease s8i the tas8s of this ste an# go to the ne7t one. . )n the ne7t s&reen9 &hoose Select all *at the ottom of the s&reen,. I.

/hoose ,reate !eplenis/ Proposals.

!. At the to of the s&reen9 &hoose !eplenis/ment Elements. 10. ?or ea&h relenishment element9 &li&8 on the mat&h &o#e for the fiel# !epLoc ( Relenishment storage lo&ation,. 11. Doule-&li&8 on a at&h numer hi&h &ontains enough sto&8.

(he storage lo&ation for the at&h shoul# e the one for storing the material on a regular asis9 for e7amle9 1040. Hen&e9 it shoul# not e the storage lo&ation for ro#u&tion or#ers as this oul# otentiall$ result in a &onfli&t ith the sul$ of &omonents for other ro#u&tion or#ers. 12. At the ottom of the s&reen9 &hoose Select all . 1. /hoose Stage. 14. /hoose

Save

/esult (he s$stem transfers the materials *material #o&ument, from the &omonent storage lo&ation to the manufa&turing storage lo&ation. (o +ie a i&8 list9 use transa&tion &o#e CO27.

Otional - Caacit!

SAP Best Practices


(he sele&tion of reFuirements for le+eling is ase# on the ,/ange -ime Perio" arameters on the sele&tion s&reen. (he #efault is 4 ee8s out.

Procedure ou first nee# to e+aluate the /aa&it$ ReFuirement an# then a #e&ision aout &aa&it$ le+eling ill e ta8en.

9valuate Caacit! /e%uire.ents *se :n this a&ti+it$ $ou ill lan or8 &enters &aa&it$.

Procedure 1.


Logistics → Pro"uction → Long8-erm Planning → Evaluations → ,apacity requirements → :ork centers

#ransaction code

/'I


2.

usiness role

Strategi& Planner *SAPL5%PRLS(RA(PA55ER-S,


Pro"uction D Pro"uction Planning D Long8-erm Planning D ,apacity Leveling L8- Planning

)n the ,apacity Planning 8 Selection s&reen9 from the menu9 &hoose *5"%/3'ore Proiles D 2verall proiles.

 ,Planning

D

. Enter rofile J@L-P+1 8 L-P$ ,apacity requirements or 2P an# &hoose Enter .

;se transa&tion S; to re#efine the rofile in $our user arameter. Parameter :D3 /= Parameter alue3 %(P01 4.

)n the Planning Scenario Long8-erm PI (++A) 9 enter Plant 1000. Entering a or8 &enter is otional. /hoose Stan"ar" 2vervie; .

. ?rom the menu9 &hoose *5"%/3'ore

 ,

Settings D *eneral an# ma8e the folloing entries3

 SAP AG Page 2I of 2

SAP Best Practices


ield 4a.e

*ser actions,Values

,umulation o requirements

X

Bierarc/y

TOT_PLANT

Plant

1000

Entry type

J

Start ( )

MStart of u#get erio#N

Intinis/ (mmyyyy)

MEn# of u#get erio#N

6.

Reeat the ao+e stes for e+er$ lant an#
.

)n the #ialog o7 to start the lanning run9 &hoose Enter .

/esult /aa&it$ lanning is &he&8e#. :f result is o89 the results &an e use# in &ost &enter a&&ounting for lanning the ro#u&tion &ost &enters. After running this a&ti+it$3 Otion '1 :f the &aa&it$ le+eling for or8 &enter P001 is )9 go to ste !eleasing Pro"uction 2r"er or Parts Pro"uction Otion 1 :f the &aa&it$ le+eling shos an o+erloa# *a usage er&entage o+er 100U, for or8 &enter P0019 $ou ha+e the folloing alternati+es to re#u&e the &aa&it$ reFuirements for this or8 &enter3 •

/hange &aa&it$ of or8 &enter ith &aa&it$ o+erloa# *)tion 1,

•

/hange s&he#uling of ro#u&tion or#er to mo+e &aa&it$ reFuirements in other erio#s *)tion 2,

Otion 01 Change Caacit! of ork Center with Caacit! Overload *se :n &ase of &aa&it$ le+eling ith an o+erloa# in or8 &enter $ou &an in&rease the total &aa&it$ a+ailale for this or8 &enter.

Procedure 1.


Logistics → Pro"uction → ,apacity Planning → Leveling In"ivi"ual ,apacity 0ie; → Planning -a%le (-a%ular)

#ransaction code

/'2I

→


2.

usiness role



Pro"uction D ,apacity Planning D ,apacity Planning D ,apaclevel$ S, in"ivcap ta%

)n the Initial s&reen9 ma8e the folloing entries3


SAP Best Practices


ield na.e

$escrition


Co..ent

:ork ,enter

*from,

P001

:f the oeration &ontaining the or8 &enter is set to e7ternal ro&essing &hoose another or8 &enter

1000

Pro#u&tion Plant

Plant .

/hoose

Execute.

4.

?or the or8 &enter3 )n the ne7t s&reen9 to &hange the &aa&it$ #ata for a or8 &enter9 sele&t the or8 &enter9 then from the menu9 &hoose *oto ,apacity ,/ange ,apacity *for 5"%/ More ...,. 





.

6.

:f $ou ant to &hange the total a+ailale &aa&it$ for a or8 &enter9 $ou ha+e to otions3 •

:n&rease the 'o o in"iv cap. *5umer of in#i+i#ual &aa&it$,

•

:n&rease the 2perating time $ a#+an&ing the Start time or #ela$ing the ?inish time of the shift.

/hoose

Save.

Otion 1 Change scheduling of roduction order to .ove caacit! re%uire.ents in other eriods *se :n &ase of &aa&it$ le+eling ith an o+erloa# in or8 &enter9 $ou &an &hange the s&he#uling of the ro#u&tion or#er to le+el the &aa&it$ reFuirement.

Procedure 1.


Logistics → Pro"uction → ,apacity Planning → Leveling In"ivi"ual ,apacity 0ie; → Planning -a%le (-a%ular)

#ransaction code

/'2I

→


2.

usiness role



Pro"uction D ,apacity Planning D ,apacity Planning D ,apaclevel$ S, in"ivcap ta%

)n the Initial s&reen9 ma8e the folloing entries3 ield na.e

$escrition


Co..ent

:ork ,enter

*from,

P001

:f the oeration &ontaining the or8 &enter is set to e7ternal ro&essing &hoose another or8 &enter

 SAP AG Page 0 of 2

SAP Best Practices


Plant

1000

Pro#u&tion Plant

.

/hoose

Execute.

4.

(o &hange the s&he#uling of the asseml$ or#er9 sele&t the &he&8-o7 in the ro here the ro#u&tion or#er is liste# an# &hoose ,/ange or"er Perform hate+er &hanges #esire#. (hen9 &hoose !eturn to &ome a&8 to the Perio" !equirements per !esource s&reen.

"hen $ou are in the Pro"uction or"er ,/ange$ Bea"er s&reen9 $ou &an mo#if$ the start or finish #ate. :f $ou are in ?orar# S&he#uling *S&he#uling ($e,9 mo#if$ the start #ate. :n a&8ar# s&he#uling *S&he#uling ($e,9 mo#if$ the finish #ate. (hen ress the Sc/e"ule or"er utton9 hi&h ill a#at the ro#u&tion #ate #een#ing on the stan#ar# ro#u&tion time. .

/hoose

Save.

/esult (he &aa&it$ is le+ele#.

/elease inished 2ood Orders *se A release at or#er hea#er le+el results in the or#er an# all its oerations eing release#. (he or#er an# the oerations re&ei+e the status RE *release#,. ou &an release a ro#u&tion or#er in oth &reate an# &hange mo#es.

Prere%uisites (he ro#u&tion or#er &reate# $ the 'RP &ontroller has een assigne# a release #ate in a&&or#an&e ith the s&he#uling margin 8e$. (he ro#u&tion s&he#uler sele&ts all the &reate# ro#u&tion or#ers ith a release #ate an# releases all rele+ant ro#u&tion or#ers $ means of mass ro&essing.

Procedure 1.


Logistics D Pro"uction D S/op loor ,ontrolD ,ontrol T ,ollective !elease

#ransaction code

/)05


2.

usiness role



Pro"uction D S/oploor ,ontrol D Pro"uction 2r"er D !elease Pro"uction 2r"ers

)n the !elease Pro"uction 2r"ers s&reen9 ma8e the folloing entries3 ield na.e List

$escrition


Co..ent

)r#er Hea#ers


SAP Best Practices


Selection Material

'1000

2r"er type

%'

?inishe# Goo# '()

Select. at operation le"el

.

Plant

1000

Sys Status

/R(D

Pro#u&tion Plant

)n the Mass processing 8!elease ta age9 in the unction parameter area9 sele&t 2r"er release

4. /onfirm $our entries ith Enter an# &hoose Execute *?I, to e7e&ute the reort. . 'a8e a note of the total or#er Fuantit$3 (otal or#er Fuantit$3 LLLLLLLLLLLLLLLLLL. 6.

Sele&t the ro#u&tion or#ers an# &hoose Mass Processing *CTRL to e7e&ute Mass processing

 F!,

T Execute *F!,

. 5ormall$ sho floor aers are rinte# automati&all$ hen the ro#u&tion or#ers are release#. ?or this s&enario9 no automati& rinting of the sho floor aers is a#Custe#. :f $ou ant to rint them9 ro&ee# to the otional ste Printing S/op loor Papers . (he s$stem status of the or#er has &hange# from ,!-# *&reate#, to !EL *release#,. .

Sele&t $our ro#u&tion or#er an# &hoose ,/ange 2%Kect *Shift@?6,.

I.

/hoose 2peration 2vervie; .

!.

/hoose Select ll 9 folloe# $ 2p "etails.

10. 'a8e a note of the &onfirmation numers *,onirmation, for ea&h oeration.

ou &an s&roll through the oerations using the na+igation uttons. /onfirmation numers3 LLLLLLLLLLLLLLLL. 11. /hoose @ack to return to the Pro"uction 2r"er ,/ange$ 2peration 2vervie; s&reen. 12. (o &arr$ out a material a+ailailit$ &he&89 $ou &an &hoose ,/eck Material vaila%ility . :f there are no missing &omonents the status &hanges to 'A/'3 Material ,ommitte" .

(he a+ailailit$ &he&8 in Sho ?loor /ontrol &he&8s hether the &omonents reFuire# for a ro#u&tion or#er are a+ailale. (he &he&8ing &ontrol &an e automati&all$ erforme# #uring or#er &reation or #uring or#er release. 1. Sa+e the ro#u&tion or#er an# &hoose Exit to return to the SP Easy ccess s&reen

/esult (he ?inishe# Goo# or#er for the ?inishe# Goo# has een release#.


SAP Best Practices


Confir. Oeration *se (he &onfirmation #o&uments the ro&essing status of or#ers9 oerations9 su-oerations9 an# in#i+i#ual &aa&ities. :t is an instrument for &ontrolling or#ers. (his s&enario uses t ime e+ent &onfirmation.

Prere%uisites (he ro#u&tion or#er for finishe# ro#u&t has een release#.

Procedure 1.

A&&ess the a&ti+it$ using one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*")

2.

S'P 9CC .enu

Logistics D Pro"uction D S/op loor ,ontrol D ,onirmation D Enter D or 2peration D -ime ticket

#ransaction code

/)115

)n the Enter time ticket or pro"uction or"er s&reen9 ma8e the folloing entries3 ield na.e

$escrition


2r"er

(he numer of the ro#u&tion or#er $ou &reate#

2peration

10

,onirm -ype

Automati& final &onfirmation

,lear open reservation

*Emt$,

Co..ent

Partial
. /onfirm $our entries ith Enter. 4.

:n the iel# fiel#9 enter the amount $ou ant to &onfirm.

.

:n the -o conirm8La%or fiel#9 enter a +alue *for e7amle9 10H, for the laor time an# &onfirm ith Enter .

6.

/hoose *oo"s movements. (he s$stem shos $ou an o+er+ie tale of all materials for hi&h the ith#raing is #one automati&all$ ith the &onfirmation of the oeration.

(he ra material is set for a&8 flush *in material master, so that the ith#raing is #one automati&all$ after $ou &onfirm the oeration.

 SAP AG Page  of 2

SAP Best Practices


. Sa+e $our entries. I.

Reeat the stes for ea&h oeration of the ro#u&tion or#er.

!.

Refer to %usiness Pro&ess Kualit$ 'anagement in 'aterial (ransformation *2, to ro&ee# ith the Fualit$ &he&8 of the ro#u&e# material.

10. /hoose %a&8 to return to the SAP Eas$ A&&ess s&reen. Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role 1.


Sho ?loor Se&ialist *SAPL5%PRLSH)P?))R-S ,


Pro"uction

 S/oploor

,pntrol

 Pro"uction

2r"er

2.

Sele&t the ro of $our Pro#u&tion )r#er from the Poerlist *'ain (a ll Pro"uction 2r"ers,.

.

/hoose ,onirm an# sele&t ,onirm 2r"er 2peration from the ull #on list.

4.

)n the Enter time ticket or pro"uction or"er s&reen9 ma8e the folloing entries3 ield na.e

$escrition


2r"er

(he or#er no. $ou note# $ou note# earlier

2peractivity

0010

,onirm -ype

Automati& final &onfirmation

,lear open reservation

*Emt$,

Co..ent

Partial
. /onfirm $our entries ith Enter . 6.

:n the Jiel" fiel#9 enter the amount $ou ant to &onfirm.

.

:n the -o conirm8La%or fiel#9 enter a +alue *for e7amle9 10H, for the laor time an# &onfirm ith Enter .

I.

/hoose *oo"s movements.

!.

(he s$stem shos $ou an o+er+ie tale of all materials for hi&h the ith#raing is #one automati&all$ ith the &onfirmation of the oeration.

(he ra material is set for a&8 flush *in material master, so that the ith#raing is #one automati&all$ after $ou &onfirm the oeration. 10. Sa+e $our entries. Do not lea+e the &urrent s&reen. 11. Reeat the stes for ea&h oeration of the ro#u&tion or#er. 12. Sa+e $our entries. Do not lea+e the &urrent s&reen.

/esult (he oerations of the ro#u&tion or#er ha+e een &onfirme# an# the a&8flushe# &omonents ha+e een &onsume#.


SAP Best Practices


Post 2oods /eceit for Production Order *se (he urose of this a&ti+it$ is to ost the goo#s re&eit for the ro#u&tion or#er.

Prere%uisites (he final &onfirmation for ro#u&tion of finishe# ro#u&t has een #one.

Procedure 1.

A&&ess the a&ti+it$ using one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*")

2.

S'P 9CC .enu

Logistics → Materials Management → Inventory Management *oo"s Movement → *oo"s Movement (MI*2)

#ransaction code

':G)

→

)n the *oo"s !eceipt Pro"uction 2r"er s&reen9 ma8e the folloing entries3 ield na.e

$escrition


Co..ent

Goo#s Re&eit

1st to-left frame

)r#er

2n# to-left frame

2r"er

(he ro#u&tion or#er numer $ou note# efore

#ocument "ate

Default

Posting "ate

Default

.

/hoose Enter .

4.

/hoose the ?uantity ta age an# &orre&t the Fuantit$ $ou &onfirme# efore.

.

)n the :/ere ta age9 &hoose the storage lo&ation from here $ou shi the finishe# goo# *1040 3 material shie# ithout "' < 100 3 material shie# ith "' a&ti+ate#,.

6.

)n the :/ere ta% page sele&t Item 2 &he&8o7.

.

/hoose Post . (he s$stem #isla$s the message3 Material "ocument 5++xxxxxxx poste" .

I.

/hoose @ack to return to the SP Easy ccess s&reen. Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role

1.

2.




:are/ouse Management D ,onsumption an" -ransers D 2t/er *oo"s Movement

)n the *oo"s !eceipt or 2r"er$ initial screen ma8e the folloing entries3 ield na.e

$escrition


Do&ument #ate

Default

Posting #ate

Default

Co..ent

 SAP AG Page  of 2

SAP Best Practices

ield na.e


$escrition


Co..ent

'o+ement ($e

101

Goo#s Re&eit for )r#er into "arehouse

)r#er


Plant

1000

Pro#u&tion lant

Stor. o&ation

1040

Shiing

. /hoose Enter. 4.

)n the Goo#s Re&eit for )r#er3 Sele&tion S&reen9 &orre&t the Fuantit$ $ou &onfirme# efore an# &hoose .

.

"hen $our finishe# ro#u&t is han#le# in at&hes9 the Automati& at&h numer allo&ation #ialog o7 aears. /onfirm this #ialog o7 ith %utton3 es an# s8i the folloing Goo#s re&eit for )r#er3 /lassifi&ation s&reen ith .

6.




SAP Best Practices


Post 2oods "ssues for Production Order *se At this stage of the ro&ess9 e ha+e oste# the goo#s issue for the a&8flushe# materials an# the goo#s re&eit for the ro#u&e# material. :t is no ne&essar$ to ost the goo#s issue for the &omonents hi&h are not a&8flushe#.

Procedure 1.


Logistics → Materials Management → Inventory Management → *oo"s Movement → *oo"s Movement (MI*2) !"O

#ransaction code 2.

/hoose *oo"s Issue.

.

)n the initial s&reen9 ensure that in the to left &orner of the s&reen9 the first fiel# shos *oo"s issue an# the se&on# fiel# shos or"er .

4.

Enter the ro#u&tion or#er $ou &reate# in the fiel# 2r"er num%er

.

:n the to right &orner9 enter mo+ement t$e A91.

6.

/hoose Enter .

.

/hoose 1 in the o+er+ie lo&8.

I.

)n the Kuantity ta age9 enter the Fuantit$ &onsume#.

!.

/hoose Enter .

10. At the ottom of the s&reen9 set the flag on the fiel# item ok 11. Perform the ste

s 6-! for ea&h line if there are an$ other ones.

12. /hoose Post . Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role 1.

2.




:are/ouse Management D ,onsumption an" -ransers D 2t/er *oo"s Movement

)n the *oo"s !eceipt or 2r"er$ initial screen ma8e the folloing entries3

 SAP AG Page  of 2

SAP Best Practices

ield na.e


$escrition


Co..ent

Do&ument #ate

Default

Posting #ate

Default

'o+ement ($e

261

)r#er


Plant

1000

Pro#u&tion lant

Stor. o&ation

100

Shiing

Goo#s Re&eit for )r#er into "arehouse

. /hoose Enter. 4.

)n the Goo#s Re&eit for )r#er3 Sele&tion S&reen9 &orre&t the Fuantit$ $ou &onfirme# efore an# &hoose .

.

"hen $our finishe# ro#u&t is han#le# in at&hes9 the Automati& at&h numer allo&ation #ialog o7 aears. /onfirm this #ialog o7 ith %utton3 es an# s8i the folloing Goo#s re&eit for )r#er3 /lassifi&ation s&reen ith .

6. /hoose

to return to the Po;er List

/esult (he sto&8 from the non-a&8flushe# material has een &onsume# in the ro#u&tion or#er

$eliver! $ue
Procedure 1.


#ransaction code 2.

Logistics → Logistic Execution → 2ut%oun" Process → *oo"s Issue or 2ut%oun" #elivery → 2ut%oun" #elivery ,reate → ,ollective Processing → Sales 2r"er Items VL10C

)n the first s&reen9 enter the aroriate +ariant *if alrea#$ &reate#,9 or enter the folloing information3 ield na.e

$escrition


S/ipping point

Co..ent Pro#u&tion Plant

#elivery creation "ates (torom)

Mto #ateN an# Mfrom #ateN

Enter these #ates )R the /al&ulation rule9 ut not oth

,alc!ule

M&al&ulation ruleN

Enter the ao+e #ates )R

 SAP AG Page I of 2

SAP Best Practices


the /al&ulation rule9 ut not oth .

/hoose

Execute.

:f no result aears9 then use less restri&ti+e sele&tion items9 e.g. Deli+er$ &reation from Fto"ayH to Fto"ay  1A mont/sH an# /al&Rule set as empty . 4.

Sele&t the or#er item for hi&h $ou ant to &reate a #eli+er$.

.

/hoose #ialog to &reate #eli+eries in foregroun# mo#e.

(he storage lo&ation use# to i&8 the goo#s is #isla$e# in the Picking ta. (he storage lo&ation +alue is #etermine# a&&or#ing to hether the material entere# in the sales or#er is ean arehouse-manage# *, or *1040,. 6.

/hoose Save. 'a8e a note of the ne #eli+er$ #o&ument numer #isla$e# at the ottom of the s&reen3 LLLLLLLLLL

.

/hoose

@ack ti&e.

At #eli+er$ &reation9 the s&enario-settings &he&8 a+ailailit$ using a+ailale in+entor$ an# relenishment lea# time. "ithout suffi&ient sto&89 the &reate# #eli+er$ has no &onfirme# Fuantities therefore it #oes not start the arehouse management i&8ing ro&ess. As soon as there is suffi&ient sto&8 at #eli+er$ &reation9 the s$stem &reates a #eli+er$ ith further i&8ing ro&ess in arehouse management. :f $ou ant to a+oi# oen #eli+eries9 lease ensure that there is suffi&ient in+entor$ Fuantit$ at #eli+er$ &reation. A##itionall$ $ou ha+e the folloing otions to restri&t the &reation of #eli+eries ith no &onfirme# Fuantities. -

ou ma$ in&rease relenishment lea# time hi&h is use# #uring the a+ailailit$ &he&8 *has to e larger than the sele&tion erio# use# for #eli+er$ &reation,.

-

ou ma$ &hange the &ustomi>ing settings for the in&omleteness ro&e#ure for #eli+er$ &reation9 so that onl$ &omlete #eli+eries ma$ e sa+e#

ou ma$ &hange the &ustomi>ing settings for the use# #eli+er$-item-&ategories. (he fiel# ,/eck quantity + has to e a#ate# to @  Situation reKecte" ;it/ an error message. Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role 1. A&&ess the transa&tion as follos3 usiness /ole

"arehouse /ler8 (SPC'@P!C:!EB2.SE,LE!8S)

usiness /ole Menu

:are/ouse Management

S/ipping



2ut%oun" #elivery



 SAP AG Page ! of 2

SAP Best Practices

2.


)n the #elivery #ue 2r"ers ta9 ma8e the folloing entries3 ield 4a.e


S/ipping point

1000

.

/hoose pply *refresh the &urrent Fuer$ if ne&essar$,.

4.

Sele&t $our or#er $ou &reate# in the re+ious ro&ess stes.

.

/hoose ,reation in @ackgroun"

Co..ent

6. (he s$stem issues the message3 #elivery F"elivery num%erH /as %een save" .

/esult (he Deli+er$ Due ist is rinte#9 the #eli+eries are &reate#9 an# the "arehouse (ransfer )r#er is &reate#.

Picking (otional) *se (he i&8ing ro&ess in+ol+es ta8ing goo#s from a storage lo&ation an# staging the right Fuantit$ in a i&8ing area here the goo#s ill e reare# for shiing.

Prere%uisites (his ste is to e use#9 if $ou ha+e &hosen a storage lo&ation for shiing ithout ean "' *1040,.

Procedure 1.


#ransaction code

Logistics → Sales an" #istri%ution → S/ipping an" -ransportation → 2ut%oun" #elivery → Lists an" Logs 2ut%oun" #elivery Monitor

→

VL0#O


"arehouse /ler8 (SPC'@P!C:!EB2.SE,LE!8S)


:are/ouse management #elivery Monitor

→

S/ipping

2.

)n the 2ut%oun" #elivery Monitor s&reen9 &hoose or Picking .

.

)n the 2ut%oun" #eliveries or Picking s&reen9 ma8e the folloing entr$3 ield na.e


S/ipping point

1000

→

2ut%oun"


SAP Best Practices


4.

Sele&t the 2nly Picking ;it/out :M &he&8o7.

.

/hoose Execute.

6. Sele&t $our #eli+er$ note an# ,/oose Su%sequent unctions .

Picking 2utput

→

)n the 2ut%oun" rom Picking s&reen9 sele&t $our #eli+er$ note an# &hoose Execute

:f the material in the #eli+er$ is at&h manage#9 the at&h numer ma$ e #etermine# automati&all$ +ia an e7isting at&h sear&h strateg$ re&or#. :n &ase no at&h numer is automati&all$ #etermine#9 manuall$ sele&t a at&h numer using the mat&h &o#e in the @atc/ &olumn of the "elivery "ocument overvie; at item le+el. Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role 1.

A&&ess the transa&tion using the folloing na+igational otion3 usiness /ole


usiness /ole Menu 2.

.


S/ipping → 2ut%oun" #elivery

→

)n the Picking List (;it/out :M) ta9 ma8e the folloing entries3 ield 4a.e


S/ipping point

1000


4. Sele&t $our #eli+er$ note an# &hoose #isplay . ?rom the menu9 &hoose9 More&

Su%sequent unctions

→

→

2utput rom Picking

6. (o &onfirm the #ialog o79 &hoose Enter . .

)n the 2utput rom Picking s&reen9 &hoose Execute

I.

)n the 2utput rom Picking s&reen9 sele&t $our #eli+er$ note an# &hoose Execute

/esult (he i&8ing list E00 has een rinte# an# the Fuantit$ at #eli+er$ item le+el has een u#ate# in Picke" ?uantity ith the reFueste# #eli+er$ Fuantit$.

Otional - Credit Manage.ent Check for $eliver! 4ote Credit Manage.ent , Set Credit
(his a&ti+it$ is onl$ ne&essar$ if $ou ant to &hoose &ustomer 10000.  SAP AG Page 41 of 2

SAP Best Practices


Procedure (o e7e&ute this a&ti+it$ ro&ess the folloing stes using the master #ata from this #o&ument *also see the tale elo,3 Stes to rocess fro. credit .anage.ent ('') Re+ie %lo&8e# Sales )r#ers Please use the master #ata from this #o&ument.

Post 2oods "ssue *se :n this a&ti+it$9 $ou ost a goo#s issue.

Procedure 1.


#ransaction code

Logistics → Logistic Execution → 2ut%oun" Process → *oo"s Issue or 2ut%oun" #elivery → 2ut%oun" #elivery → Lists an" Logs → 2ut%oun" #elivery Monitor VL0#O

2.

/hoose or *oo"s Issue.

.

/hoose S/ipping Point 9 an# then &hoose

4.

Sele&t the #eli+eries to e ro&esse#9 an# then &hoose the Post goo"s issue utton.

.

:n the #ialog o79 a#Cust the a&tual goo#s mo+ement #ate (ct *"s Mvmnt #ate)9 if nee#e# an# &hoose Enter .

Execute.

(he storage lo&ation use# to i&8 the goo#s is #isla$e# in the Picking ta. (he storage lo&ation +alue is #etermine# a&&or#ing to hether the material entere# in the sales or#er is ean arehouse-manage# *, or *1040,.

Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role 1.

A&&ess the transa&tion using the folloing na+igational otion3 usiness /ole


usiness /ole Menu 2.


S/ipping → 2ut%oun" #elivery

→

)n the Due for Post Goo#s :ssue ta9 ma8e the folloing entries3 ield 4a.e


S/ipping point

1000


SAP Best Practices

.



Select !our deliver! note and choose &oods $ss!e /esult (he goo#s issue is oste#. (he s$stem rints a #eli+er$ note an# a ill of la#ing. $e6ited 'ccounts

Credited 'ccounts

/ost of Goo#s Sol# 10020

:n+entor$ 14000

illing *se :n this a&ti+it$9 $ou han#le illing.

Procedure 1.

A&&ess the transa&tion &hoosing one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*") S'P 9CC .enu #ransaction code

Logistics → Sales an" #istri%ution → @illing Process @illing #ue List

→

@illing #ocument

→

V$0%

2.

)n the Maintain @illing #ue List s&reen9 enter rele+ant sear&h &riteria9 for e7amle9 #eli+er$ numer.

.

Sele&t the "elivery8relate" flag.

4. Desele&t the 2r"er8relate" flag if nee#e#. .

/hoose #isplay@illList *?I,.

6. Sele&t a ro an# &hoose In"ivi"ual @illing #ocument . .

/hoose Save. )tion 23 SAP 5et"ea+er %usiness /lient *SAP 5"%/, +ia usiness role

I. A&&ess the transa&tion as follos3 usiness role

Sales %illing (SPC'@P!C@ILLI'*8S)

4C .enu

Sales



@illing

!. /hoose the ta @illing "ue List . 10. Enter rele+ant sear&h &riteria9 sele&t the #eli+er$ relate# flag an# #esele&t the 2r"er8relate" flag an# &hoose #isplay@illList *?I,. 11. Sele&t a ro an# &hoose In"ivi"ual @illing #ocument . 12. /hoose Save. 1. /hoose Exit *Shift@?, an# &onfirm the @usiness client message ith Jes to return to SP Bome *SAP 5et"ea+er %usiness /lient,.

/esult


SAP Best Practices


(he s$stem generates a &ustomer in+oi&e an# automati&all$ generates an a&&ounting #o&ument in a&8groun#. $e6ited 'ccounts

Credited 'ccounts

/ustomer

Re+enue 410000

Sales #is&ounts 440020

Sales ta7 a$ale 216100

Calculation of ork in Process *se Results anal$sis is use# to e+aluate the rogress of sales or#ers on the asis of lanne# an# a&tual re+enues an# &osts.

Procedure 1.

A&&ess the transa&tion &hoosing one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*") S'P s!ste. .enu

Logistics Sales an" #istri%ution Sales Pro"uct ,ost %y Sales 2r"er Perio"8En" ,losing Single unctions !esults nalysis Execute In"ivi"ual Processing 















#ransaction code

A

Otion 1 S'P 4eteaver usiness Client (S'P 4C) via 6usiness role usiness role (na.e)

Pro#u&t /ost /ontroller *SAPL5%PRLPRD/)S(L/)5(RR-S,


Pro"uct ,ost ,ontrolling Perio"ic Processing ctual !esults nalysis$ Sales 2r"ers 

!esults nalysis





2.

(he first time $ou a&&ess this transa&tion9 the s$stem #isla$s the Set ,ontrolling rea #ialog o7. Enter 0::: in the ,ontrolling rea fiel# an# &hoose Enter .

.

)n the initial s&reen9 enter the folloing #ata3 ield na.e

$escrition


Sales 2r"er an" item

4.

;se ?un&tion 'ultile Sele&tion to enter the rele+ant sales #o&ument numer an# sales item

Perio"

/lose# erio#

iscal year

M&urrent $earN

! 0ersion

0

ull Log

Sele&te#

/hoose

Co..ent

Execute


SAP Best Practices

.


Save

/esult (he s$stem generates a reort of ":P &al&ulations for the sele&te# sales or#ers.

Settling the Sales Order to Profita6ilit! 'nal!sis *se (he settlement ro&ess mo+es all re+enues from the sales or#er to a &ontrolling oCe&t for rofitailit$ anal$sis.

re%uenc! Settlement &an o&&ur on a erio#i& asis #uring the life of a sales or#er an#
Prere%uisites Settlement &an o&&ur on a erio#i& asis #uring the life of a sales or#er an#
Procedure 1.

A&&ess the transa&tion &hoosing one of the folloing na+igation otions3 Otion 01 S'P 2rahical *ser "nterface (S'P 2*") S'P 9CC .enu #ransaction code

Logistics unctions



Sales an" #istri%ution Settlement

Sales



2r"er



Su%sequent





VA&&


Pro#u&t /ost /ontroller *SAPL5%PRLPRD/)S(L/)5(RR-S,


Pro"uct ,ost ,ontrolling Perio"ic Processing ctual Settlement$ Sales 2r"ers 

Settlement





2.

(he first time $ou a&&ess this transa&tion9 the s$stem #isla$s the Set ,ontrolling rea #ialog o7. Enter 1000 in the ,ontrolling rea fiel#9 an# &hoose Enter .

.

)n the ctual Settlement$ Sales 2r"ers s&reen9 ma8e the folloing entries3 ield na.e

$escrition


Sales #ocument

5umer of sales #o&ument to e settle#

ea+e lan8 to settle all rele+ant sales or#ers

Settlement Perio"

Perio# to e settle#

/urrent erio#

iscal Jear

ear to e settle#

/urrent $ear

-est !un

e$ for simulation

Desele&t

Co..ent


SAP Best Practices


4.

/hoose Execute. 5ote the results on the suseFuent ctual Settlement$ Sales #ocuments @asic List s&reen.

.

/hoose @ack to return to the SP Easy ccess menu.

/esult ou ha+e su&&essfull$ settle# the sales or#er re+enues to the rofitailit$ anal$sis.


SAP Best Practices


ollow-* Processes Period end closing general8 Plant (0=0) *se (he Plant
Prere%uisites :n or#er to run through this s&enario9 the folloing usiness &on#itions ha+e to e fulfille#3 -

ur&hase or#er in+oi&es ha+e to e oste#

-

lo&8e# ur&hase or#er in+oi&es ha+e to e release#

-

all goo#s shie# in re+ious erio#s ha+e een oste#

-

all goo#s mo+ements ha+e een oste#

-

all ro#u&tion &onfirmations ha+e een oste#.

Procedure /omlete all a&ti+ities #es&rie# in the @usiness Process #ocumentation of the s&enario3 Period end closing /general0 Plant ('') Please use the master #ata from this #o&ument.

Period end closing in financial accounting (05>) *se /losing oerations are erio#i& tas8s an# &an e su#i+i#e# in ?: as follos3 •

Da$-en# &losing

•

'onth-en# &losing

•

ear-en# &losing


SAP Best Practices


(he &losing oerations &omonent hels $ou reare an# &arr$ out the a&ti+ities reFuire# for #a$-en#9 month-en#9 an# $ear-en# &losing. ?or this urose9 the s$stem ro+i#es a series of stan#ar# reorts that $ou &an use to generate e+aluations an# anal$ses #ire&tl$ from all of the oste# a&&ount alan&e. (he s$stem hels $ou &arr$ out the folloing3 •

/reating the alan&e sheets an# PO statements

•

Do&ument the osting #ata

5o a##itional ostings are reFuire# for #a$-en# &losing. ou &an use the folloing e+aluations for #a$-en# &losing an# for #o&umenting the osting #ata3 •

/oma&t Cournal

•

E+aluation of the #o&uments that ha+e not een oste#

(o &arr$ out the &losing oerations in G< a&&ounting9 $ou first nee# to &arr$ out the &losing oerations in the sule#ger a&&ounting areas $ou are using. (hese in&lu#e3 • • •

A&&ounts re&ei+ale an# a&&ounts a$ale a&&ounting :n+entor$ a&&ounting Asset a&&ounting

ear-en# &losing is slit into to hases3 •

•

At the eginning of the ne fis&al $ear9 $ou oen ne osting erio#s an# &arr$ forar# the alan&es from the re+ious $ear. ou then reare an# &reate the finan&ial statements an# #o&ument the usiness transa&tions using the alan&e au#it trail.

(he SAP s$stem offers a range of reorts ith hi&h $ou &an &arr$ forar# alan&es into the ne fis&al $ear. During this ro&ess9 the rofit an# loss a&&ounts are &arrie# forar# to one or more retaine# earnings a&&ounts. (he alan&es of the alan&e sheet a&&ounts are siml$ &arrie# forar# into the ne fis&al $ear. ou #o not ha+e to &reate se&ial oening finan&ial statements. An$ ostings $ou ma8e in the ol# fis&al $ear automati&all$ a#Cust the rele+ant &arr$-forar# alan&e. ou #o not ha+e to &lose the ol# fis&al $ear an# &arr$ out the &losing ostings efore oening the ne fis&al $ear. As ith month-en# &losing9 $ou &an &reate all the e7ternal reorts reFuire#9 #o&ument the osting #ata9 an# &arr$ out the internal e+aluations.

Procedure /omlete all a&ti+ities #es&rie# in the @usiness Process #ocumentation of the s&enario3 Period end closing in financial acco!nting ('+1) Please use the master #ata from this #o&ument.

 SAP AG Page 4I of 2

SAP Best Practices


'endi; /eversal of Process Stes :n the folloing se&tion9 $ou &an fin# the most &ommon re+ersal stes9 hi&h $ou &an ta8e to re+erse some of the a&ti+ities #es&rie# in this #o&ument.

Sales Order 9ntr! #ransaction code ( S'P 2*")

A01

/eversal3

Delete Sales Do&ument

#ransaction code ( S'P 2*")

A02

usiness role

Sales A#ministrator *SAPL5%PRLSAESPERS)5-S,


Sales → Sales 2r"ers Sales 2r"er

→

Sales 2r"er Processing  ,/ange

. Co..ent

Sele&t menu Sales Do&ument N Delete

$eliver! Process #ransaction code ( S'P 2*")

015

/eversal3

Delete Deli+er$


025

usiness role



:are/ouse management

S/ipping

→

 2ut%oun"

#elivery

/hoose Due for Post Goo#s :ssue ta age. 'ar8 $our #eli+er$ an# &hoose ,/ange Co..ent

Sele&t menu )utoun# Deli+er$ N Delete

Production Order #ransaction code ( S'P 2*")

/)01

/eversal3

Delete


/)02

usiness role



S/op loor

#iscrete



2r"er



,/ange Pro"uction 2r"er



:n ll Pro"uction 2r"ers ta age9 sele&t the line ith $our or#er numer9 then &hoose Process Pro"uction 2r"er → ,/ange 2r"er Co..ent

)n the ne in#o9 Sele&t menu *5"%/3 More, ?un&tions &hoose Restri& Pro&essing an# &hoose /lose.


SAP Best Practices


Picking #ransaction code ( S'P 2*")

06)

/eversal3

Remo+e Pi&8ing Kuantit$ from Deli+er$ :tem


025

usiness role



:are/ouse management

→

S/ipping

→

2ut%oun" #elivery

/hoose ll #eliveries ta age. 'ar8 $our #eli+er$ an# &hoose ,/ange Co..ent

Post 2oods "ssue #ransaction code ( S'P 2*")

025

/eversal3

Re+erse Goo#s :ssue.


0!

usiness role

"arehouse /ler8 *SAPL5%PRL"AREH);SE/ER-S


:are/ouse management → S/ipping ,ancel *oo"s Issue or #elivery 'ote

2ut%oun" #elivery

→



Co..ent

illing #ransaction code ( S'P 2*")

?04

/eversal3

/an&el %illing #o&ument


?11

usiness role

%illing A#ministrator *SAPL5%PRL%::5G-S,


@illing  @illing #ocuments

Co..ent

Go to transa&tion ?119 enter the rele+ant illing #o&ument numer9 ress Enter an# sa+e $our result. An in+oi&e &an&ellation #o&ument has een &reate# alan&ing the original in+oi&e.

 ,ancel

@illing #ocuments

 SAP AG Page 0 of 2

SAP Best Practices


S'P 9/P /eorting *se (he tale elo lists the reorts that $ou &an use to otain a##itional information on this usiness ro&ess.

ou &an fin# #etaile# #es&ritions of the in#i+i#ual reorts in the folloing %PD #o&uments9 hi&h ro+i#e a &omrehensi+e &omilation of all imortant reorts3 •

?inan&ial A&&ounting3 SP E!P !eporting or ccounting (AA1)

•

ogisti&s Pro&esses3 SP E!P !eports or Logistics (AAA)

5ote that the #es&ritions of some reorts that are an in#isensale art of the ro&ess flo ma$ e lo&ate# #ire&tl$ in the se&tion here the$ elong.

/eorts /eort title

#ransaction code

Co..ent

ist of Sales )r#ers

A05

A list of all sele&te# sales or#ers is #isla$e#.

ist %illing Do&uments

?0

A list of all sele&te# illing #o&uments is #isla$e#.

)r#ers ithin (ime Perio#

SD01

A list of sales or#ers ithin a se&ifi& time erio#

:n&omlete SD Do&uments

.02

A list of all in&omlete #o&uments on the asis of the se&ifie# sele&tion &riteria is #isla$e#.

)utoun# #eli+er$ monitor

06)

'onitor for &olle&ti+e ro&essing of #eli+eries an# for otaining information on general shiing ro&essing.

 SAP AG Page 1 of 2

Make-to-Order (Multilevel).pdf

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