CASE STUDY
Materials Management (MM) Case Study This case study explains an integrated materials management process in detail and thus fosters a thorough understanding understanding of each process step and underlying SAP functionality
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CASE STUDY Product
MOTIVATIO
P!"!"#$ISIT"S
SAP E!P G"# !elease $%&
The data entry re+uirements in the materials management exercises ,'' * through '' -. /ere minimi0ed 1ecause much of the data /as stored in the SAP system This stored data2 3no/n as master data2 simplifies the processing of 1usiness transactions
"efore you use this case study2 you should 1e familiar /ith na4igation in the SAP system
#n the procurement process2 /e used master data for 4endors2 materials ,products /e purchased. to simplify the procurement process
OT"S
Level Undergraduate Graduate "eginner
Focus 'aterials 'anagement
Authors "ret (agner Stefan (eidner
Version
#n order to successfully /or3 through this case study2 it is not necessary to ha4e finished the '' exercises ,'' * through '' -. 5o/e4er2 it is recommended
This case study uses the Glo1al "i3e #nc ,G"#. data set2 /hich has exclusi4ely 1een created for SAP UA glo1al curricula
#n this case study2 /e /ill create the master data for a ne/ 4endor and a ne/ trading good
)%*
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Page )
CASE STUDY Product
MOTIVATIO
P!"!"#$ISIT"S
SAP E!P G"# !elease $%&
The data entry re+uirements in the materials management exercises ,'' * through '' -. /ere minimi0ed 1ecause much of the data /as stored in the SAP system This stored data2 3no/n as master data2 simplifies the processing of 1usiness transactions
"efore you use this case study2 you should 1e familiar /ith na4igation in the SAP system
#n the procurement process2 /e used master data for 4endors2 materials ,products /e purchased. to simplify the procurement process
OT"S
Level Undergraduate Graduate "eginner
Focus 'aterials 'anagement
Authors "ret (agner Stefan (eidner
Version
#n order to successfully /or3 through this case study2 it is not necessary to ha4e finished the '' exercises ,'' * through '' -. 5o/e4er2 it is recommended
This case study uses the Glo1al "i3e #nc ,G"#. data set2 /hich has exclusi4ely 1een created for SAP UA glo1al curricula
#n this case study2 /e /ill create the master data for a ne/ 4endor and a ne/ trading good
)%*
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Page )
CASE STUDY
Process 64er4ie/
Learning Objective Understand and perform a purchasing process cycle
Time 140 min
Scenario In order to process a complete purchasing process you will take on different roles within the GBI company, e.g. purchasing agent, warehouse worker, accounting clerk. Oerall, you will !e working in the "aterials "anagement #""$ and the %inancial &ccounting #%I$ departments.
Before you start the purchasing process you create a new endor #"id' (est (e st )upply$ in *incoln. +hen, you create a new master record for a trading good #hain *ock$ in the system. &fter checking the stock #empty$ you are starting the procurement process !y creating a purchase re-uisition. +hen, you generate a re-uest for -uotations and enter the -uotations from arious endors including your new endor. &fter ealuating and accepting the -uotation of "id'(est "id'(est )upply you create a purchase order referencing the /%. +hen, you will post the goods receipt and erify the physical receipt in stock. &fter &fter creating two partial inoices you will post the payments to the endor and reiew the G* accounts.
Process description
+he graphic !elow displays the complete process #20 tasks$.
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CASE STUDY
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CASE STUDY
Create 8e/ 9endor 9endor
Task reate reate a new endor.
Time 10 min
Short Description Use Description Use the )&3 asy &ccess "enu to create cre ate a new endor #"id'(est #"id'(est )upply$.
5endors 5endors are esta!lished in !oth accounting and purchasing. +he endor master record re-uires three iews general, accounting, and purchasing in order to !e actie. 5endors can !e created centrally meaning that all iews are generated concurrently or responsi!ility can !e distri!uted to accounting and purchasing for creating and maintaining their respectie iews. In this case study, central creation will !e used to enter all of the needed data. In this way, this endor record will contain all of the information necessary to conduct !usiness transactions. +o create a new endor, follow the menu path6
9endor master
'enu path
Logistics % Materials Management % Purchasing % Master &ata % Vendor % Central % Create
+his will produce the following screen.
*eae the endor field !lank. +he system will generate a new num!er. nter US00 for US00 for ompany ode, US00 for US00 for 3urchasing organi7ation, and KRED as &ccount Group. +hen, click on . In the reate 5endor6 5endor6 &ddress screen, select Company as Company as +itle, enter Mi! "est S#pp$y as S#pp$y as 8ame, and your num!er #%%%& # %%%& for for )earch term. &s )treet enter 99: ( Industrial *ake ;r, as 3ostal code enter '()*', '()*', and Linco$n © SAP AG
US%% US%% :!ED
Company 'id;(est Supply <<< 77- ( #ndustrial =a3e Dr
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CASE STUDY
for ity. %urther specify US #ountry$ and +E #/egion$. &s communication language choose Eng$ish. ompare your entries with the screen shown !elow.
+hen, click on
or
$>-)> =incoln US 8E English
until you see the reate 5endor6 ontrol screen.
In the reate 5endor6 ontrol screen, in the +a< information field group enter *,!-.)'%%% as +a< 8um!er 2 remem!er to replace === with your num!er. onfirm your entry and skip the ne
*);7&-$<<<
7%%%%%
%%%* Ch3 dou1le in4
In the reate 5endor6 orrespondence &ccounting screen, enter yo#r name as lerk at endor. +hen click on or .
your name
In the reate 5endor6 3urchasing data screen, enter USD as Order currency and 000* for +erms of paymnt. +hen click on or .
USD %%%*
+here is no data to !e entered in the reate 5endor6 3artner functions screen. lick on to sae your endor master record. +he system will automatically assign a uni-ue num!er for your endor. lick on the e
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9endor master num1er
to return to the )&3 asy &ccess screen.
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Create 'aterial 'aster for Trading Goods
Task reate material masters for trading goods.
Time 1: min
Short Description Use the )&3 asy &ccess "enu to create a trading good master record for a chain lock in the (holesale distri!ution channel.
+o create a trading good material master record, follow the menu path6
'enu path
Logistics % Materials Management % Material Master % Material % Create (S'ecial) % Trading oods
+his will produce the following screen.
In the "aterial field, type in CLO*%%% #replace === with your num!er$ and select Retai$ as an Industry sector. +hen, click on or press nter.
C5=6*<<< !etail
On the ne
' MRP 1
' Sales: Sales Org. Data 1
' MRP 2
' Sales: Sales Org. Data 2
' MRP 3
' Sales: General/Plant Data
' General Plant Data/Storage 1
' Purchasing
' Accounting 1
Basic Data 1 Sales: Sales Org. Data 1 Sales: Sales Org. Data 2 Sales: General/Plant Data Purchasing MRP 1 MRP 2 MRP 3 General Plant Data / St. 1 Accounting 1 Create 4ie/s selected
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CASE STUDY
&lso, select Create vie1s se$ecte. +hen, click on
.
On the Organi7ational *eels screen, enter plant M200 #"iami$, )tor. *ocation T300 #+rading Goods$, )ales Org. UE00 #U) ast$, and ;istr. hannel " #(holesale$. ompare with the screen shown !elow. +hen, click on .
On the Basic Data 1 ta!, enter Chain Lock as a description #te
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'#%% TG%% UE%% (5
Basic Data 1 Chain =oc3 EA UT#= AS $$6@
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On the Sales: sales org. 1 tab, in the ;eliering 3lant field use the %4 help to find and select the "iami plant #M200$. In the +a< data field group, in the left +a< classification column #the one that is edita!le > white !ackground colour$ select
Sales: sales org. 1 '#%% % % %
lick on . On the following screen, enter )cale -uantity * and &mount '6/00. ompare your entries with the screen !elow, then click on to return to the )ales6 sales org. 1 iew. +here, press nter or click on .
On the Sales: sales org. 2 ta!, select "atl statistics grp *. +hen press nter. On the Sales: Genereal/Plant ta!, select &aila!ility check 0, #Indiidual re-uirements$ and use the %4 help to choose +ansp. Grp 000* #On pallets$ and *oadingGrp 000, #?andcart$.
* $%%
Sales: sales org. 2 * Sales: General/Plant %) %%%* %%%)
On the Purchasing ta!, enter 3urchasing Group +00 #8orth &merica$. On the MRP 1 ta!, select "/3 type 7D #"/3$, "/3 ontroller 000, *ot si7e E8 #*ot'for'lot order -uantity$ and "inimum *ot )i7e *0.
Purchasing 8%%
PD EB
MRP1 %%% *%
On the MRP 2 ta!, enter 3lanned ;eli.+ime ' #days$ and select )ched"argin key 00*.
MRP 2 $ %%*
On the MRP 3 ta!, check if the &aila!ility check is set correctly to 0,. +hen, press nter. )kip the Plant data / stor. 1 iew !y clicking on .
MRP 3 %)
On the Accounting 1 ta!, select 5aluation lass -*00 #+rading Goods$, enter "oing price --/)0.
Accounting 1 7*%% 77-%
+hen, click on
to sae your material.
lick on the e
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to return to the )&3 asy &ccess screen.
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CASE STUDY
Extend 'aterial 'aster for Trading Goods
Task
Time 10 min
Short Description opy the sales iews of the new trading good #chain lock$ from the "iami plant to the )an ;iego plant to maintain a different condition.
+o create new iews for an e
'enu path
Logistics % Materials Management % Material Master % Material % Create (S'ecial) % Trading oods
nter your material num!er CLO*%%% #again, replace === with your three'digit num!er$ in the "aterial field. In the opy from@ field group, enter CLO*%%% in the "aterial field again. +hen, press nter.
C5=6*<<< C5=6*<<<
In the )elect 5iew#s$ window, highlight all three Sa$es vie1s, make sure the indicator Create vie1s se$ecte is checked, and click on .
7 Sales 4ie/s Create 4ie/s selected
In the Organi7ational *eels window, on the left side #Organi7ational leels$ enter 3lant SD00, )ales Org. U"00 and ;istr. hannel ". On the right side #opy from$, enter 3lant M200, )ales Org. UE00 and ;istr. hannel ". Before pressing nter, compare your entries with the screen shown !elow.
SD%% U(%% (5
'#%% UE%% (5
+he system will take you to the Sales: sales org. 1 iew. 8ote that sales data has !een copied from iews created for the (holesale distri!ution channel. +he system displays a message saying that the material already e
. .
Sales sales org * SD%% * $-%%
to return to the )&3 asy &ccess screen. Page **
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Display Stoc3!e+uirements =ist
Task ;isplay the stockre-uirements list.
Time : min
Short Description ;isplay and reiew the stockre-uirements list for your chain lock on hand !alance and the demand that e
+he stockre-uirements list is a dynamic list and, therefore, changes wheneer a transaction occurs using the gien material. +o display the stockre-uirements list, follow the menu path6
Stoc3re+uirements list
'enu path
Logistics % Materials Management % Inventory Management % "nvironment % Stoc % Stoc*!e+uirements List
+his will produce the following screen.
In the "aterial field, enter the num!er of your new chain lock trading good CLO*%%% #replace === with your num!er$ and 3lant M200. +hen click on . Aour stockre-uirements list should look similar to the screen !elow.
lick on the e
C5=6*<<< '#%%
to return to the )&3 asy &ccess screen. Page *7
CASE STUDY
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CASE STUDY
Create Purchase !e+uisition
Task reate a purchase re-uisition.
Time : min
Short Description )ales management has informed the purchasing department of a promotional campaign that will commence in 9 months to introduce the new chain locks. reate a purchase re-uisition for 200 of your locks so that it may !e placed out for !id so that a endor can !e chosen to fill the e
+o create a purchase re-uisition, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % Purchase !e+uisition % Create
+his will produce the following screen.
)elect
?eader to e
In the te
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CASE STUDY
)elect
Item Oeriew to e
nter "aterial CLO*%%% #replace === with your num!er$ and uantity ,00. &s ;eliery ;ate select or enter the day three months 9rom toay. +hen, enter 3lant M200, )tor. loc. T300, and 3Gr. +00. &fter clicking on
compare your screen with the one !elow.
+hen, click on to sae your purchase re-uisition. +he system will create a uni-ue document num!er. lick on the e
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C5=6*<<< )%% 7 months from today '#%% TG%% 8%%
Purchase re+uisition document num1er
to return to the )&3 asy &ccess screen
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CASE STUDY
Display Stoc3!e+uirements =ist
Task ;isplay the stockre-uirements list again.
Time : min
Short Description ;isplay and reiew the stockre-uirements list for your chain locks on hand and the demand that e
+o display the stockre-uirements list again, follow the menu path6
'enu path
Logistics % Materials Management % Inventory Management % "nvironment % Stoc % Stoc*!e+uirements List
If not already defaulted in, enter your "aterial CLO*%%% and 3lant M200. +hen click on . Aour stockre-uirements list should now look similar to the screen !elow.
lick on the e
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C5=6*<<< '#%%
to return to the )&3 asy &ccess screen.
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CASE STUDY
Create !e+uest for uotation
Task reate a re-uest for -uotation for your re-uisition.
Time 10 min
Short Description reate a separate re-uest for -uotation #/%$ for seeral endors. +his process will !e used to collect the necessary pricing, deliery, etc. information that is needed to support the selection of a endor to fill the need for your chain locks.
+o create an /%, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % !F#*#uotation % !e+uest ,or #uotation % Create
+his will produce the following screen.
nter /% +ype 4+, toay:s ate as /% ;ate, and the 9irst ay o9 the ne;t month as uotation ;eadline.
A8 todayFs date *st day of next month
In the Organi7ational ;ata field group, enter 3urch. Organi7ation US00 and 3urchasing Group +00.
US%% 8%%
In the ;efault ;ata for Items, enter 3lant M200. +hen, select
'#%%
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CASE STUDY
If your 3urchase /e-uisition num!er is not already entered, use the %4 help to find the num!er of your purchase re-uisition. +hen, click on . In the reate /%6 )election *ist6 3urchase /e-uisitions screen, enter )*oc #)torage *ocation$ T300. lick on to select all items. +hen, click on to adopt all item information into the /%. In the reate /% 6 Item 00010 screen, click on to display the /% header data. nter R<=*%%% as oll. 8o. /emem!er to replace === with your three'digit num!er. &fter comparing your entry with the screen !elow, click on to display the line items.
TG%%
!* <<<
In the reate /% 6 Item Oeriew screen, reiew the line items and ensure they are correct. +hen, select to display the endor address.
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In the reate /%6 5endor &ddress screen, use the <. help to find your endor "id'(est )upply. In order to do so, use the fields )earch term #%%% > your num!er$ and ity #Linco$n$ and dou!le'click on the result row to insert the num!er into the 5endor field. +hen, click on which will populate your endors data into corresponding fields. lick on to sae your /%. & warning message will appear. 3ress >es to sae anyway. +he )&3 system will create a uni-ue document num!er.
)tay in the same screen and repeat the last step twice to create the same /% for our endors ;allas Bike Basics and )py Gear. In order to find your endor, in the 5endor field use the %4 help again. +his time, enter US for country and your num!er #%%%$ in the )earch term field. +hen, press nter to display your set of U) endors #see list !elow$.
%irst, dou!le'click on ;allas Bike Basics to select it. Back on the reate /% 6 5endor &ddress screen, press nter and sae the second /%. &gain, accept the system warning message with >es.
& <<< =incoln
Yes
! document num1er
Dallas "i3e "asics Spy Gear
US <<<
Yes
/epeat the same procedure to create a third /% #for )py Gear$ and sae it. lick on the e
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to return to the )&3 asy &ccess screen.
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CASE STUDY
'aintain uotations from 9endors
Task "aintain -uotations from endors.
Time 10 min
Short Description &s we receie responses to our /%s su!mitted to endors, it is necessary to maintain their respectie data in our procurement system so that a comparison can !e made to support the endor selection process.
+o maintain -uotations from endors, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % !F#*#uotation % #uotation % Maintain
Use the <. help in the /% field to find and enter the /% num!er from your "id'(est )upply endor. On the 3urchasing ;ocuments per 5endor ta!, you need to find and select your endor "id'(est )upply first. 3osition your cursor in the 5endor field and press <. again. )tart the search after typing in ountry US and your three'digit num!er #%%%$ as )earch term.
&
& US <<<
;ou!le'click on your new endor to select it. 8ow that your endor num!er is put in the 5endor field, press nter or click on to find the first /% num!er you hae created in the last task. ;ou!le'click on your /% to populate the num!er into the /% field on the "aintain uotation 6 Initial )creen. +hen click on or press nter.
In the "aintain uotation 6 Item Oeriew screen, enter a net price of -,/00 U);. lick on to select all items.
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7)%%
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+hen, click on to display conditions. ?ere, other discounts and surcharges included in the -uotation could !e specified. In our case, Fust set the 5alid to data to three months 9rom toay.
7 months from today
lick on to go !ack to the line item oeriew. +hen, click on to sae your maintained -uotation for your "id'(est )upply endor. +he system acknowledges the changes to your first -uotation with a success message.
/epeat this process for the other two /%s you created. "ake sure you use the a!oe'descri!ed search criteria to find the endors for your num!er #===$. nter the following prices6 ;allas Bike Basics
-'/)0 U);
)py Gear
-)/00 U);
Dallas "i3e "asics 7$-% Spy Gear 7-%%
"ake sure you sae !oth /%s and receie the system success messages. lick on the e
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to return to the )&3 asy &ccess screen.
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E4aluate uotations on Price
Task aluate -uotations on price.
Time : min
Short Description Generate a comparison list for the prices o!tained from each of the endors. +he comparison list ranks the -uotations !y item from lowest to highest price.
+o compare endor prices, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % !F#*#uotation % #uotation % Price Com'arison
+his will produce the following screen.
nter 3urchasing Organi7ation US00, and ollectie /% R<=*%%%. )elect Mean ?a$#e =#otation and Determine E99ective 7rice. +hen, select to e
lick on the e
US%% !*<<< 'ean 9alue uotation Determine Effecti4e Price
to return to the )&3 asy &ccess screen. Page )7
CASE STUDY
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!eHect uotations
Task /eFect two of the three -uotations.
Time : min
Short Description +he successful endor #"id'(est )upply$ has !een selected using the criteria of lowest !idder. It is now necessary to notify the unsuccessful !idders that their -uotation will not !e accepted. +his is accomplished !y flagging those endors needing to !e notified.
+o flagreFect -uotations, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % !F#*#uotation % #uotation % Price Com'arison
+his will produce the following screen again.
nter 3urchasing Organi7ation US00, and ollectie /% R<=*%%%. )elect Mean ?a$#e =#otation and Determine E99ective 7rice. +hen, select to e
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US%% !*<<< 'ean 9alue uotation Determine Effecti4e Price
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CASE STUDY
;etermine the 5endor that you are going to do !usiness with #the lowest priced -uotation$ !y reFecting the other two. +o do so, dou!le'click on the -uotation num!er with 9H.:0 U);. +his will produce the following screen.
)elect R #/eFection Ind.$ to indicate reFection of this -uotation. lick on . &cknowledge the warning message prompted !y the system with Aes and sae anyway.
!
/epeat the process for the second -uotation to !e reFected #9:.00 U);$. lick on the e
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to return to the )&3 asy &ccess screen.
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Create Purchase 6rder !eferencing an !
Task reate a purchase order with reference to an /%.
Time : min
Short Description reate a 3O !y referencing the -uotation receied from the successful endor. /eference is made to the successful -uotation and the details are imported into a new 3O.
+o create a purchase order, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % Purchase Order % Create % Vendor*Su''lying Plant -no.n
If there is no naigation screen on the left side, click on &s selection ariant choose Re@#ests 9or @#otations as shown !elow.
In the following screen, in the "aterial 8um!er field use the %4 help to find your chain lock trading good. On the "aterial !y "aterial +ype ta!, select "aterial +ype Traing 3oos #?&(&$ and enter === #e.g. 012 if your num!er is 012$ in the "aterial field. +hen, press nter or click on .
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.
!e+uests for +uotations
Trading Goods
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CASE STUDY
;ou!le'click on your chain lock #CLO*%%%$ to select it. (hen your material num!er is populated in the "aterial 8um!er field, make sure that all other search criteria fields are !lank and click on . +his will produce a screen with your three /%s.
lick on #hange Breakdown$. In the following screen, select ?enor name in the right ta!le #olumn )et$ and click on to add it to the )ort criteria. +hen, select endor name in the left ta!le #)ort criteria$ and click on to display the endor name first, then the document num!er. &fter you hae confirmed your changes !y clicking on names of your endors in alpha!etic order.
9endor name
, you will see the
lick on the right part of the )elect *ayout icon and choose hange layout@ )elect Materia$ in the right ta!le #olumn )et$ and click on to add it to the displayed columns. &fter you hae confirmed your changes !y clicking on all three folders, you will see the following screen.
C5=6*<<<
'aterial
and e
)ingle'click on the re-uisition-uotation that you want to reference #"id' (est )upply$ and select to adopt the information.
'id;(est Supply
8ote6 If you try and adopt one of the other -uotations you will get a message that the -uotation item is already reFected. 5erify that the system copied the "aterial num!er CLO*%%%, uantity ,00, three months 9rom toay as ;eli. ;ate, and the 8et 3rice of -,/00 USD.
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C5=6*<<< )%% 7 months from today 7)%% USD
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CASE STUDY
If the header data is not yet displayed, open the section !y clicking on ?eader. On the onditions ta!, record the total alue of the purchase order #H,400 U);$. If the line item data is not yet displayed, open the section !y clicking on Item ;etail. On the ;eliery )chedule ta!, select the first line. +hen, click on !elow the ta!le to perform a schedule line split.
&cknowledge the red error message !y changing the )ched ty. of the first line from 200 to *00. +hen, enter the following data for the second line6
)%% *%%
;eliery ;ate
one 1eek a9ter the 9irst e$ivery
)ched ty.
*00
3urchase /e-.
same as previo#s $ine
same
/e-uisn Item
same as previo#s $ine
same
+hen, click on
* /ee3 after * st deli4ery *%%
. 5erify your item details with the screenshot !elow.
On the "aterial ;ata ta!, select 2n9oUpate.
#nfoUpdate
+hen, find the following menu item in the system menu6 7#rchase Orer A Save an O#tp#t
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CASE STUDY
In the following screen, select Output 7#rchase Orer #+EU$, "edium . 7rint o#tp#t #*$, *anguage Eng$ish #E+$ and select
Purchase 6rder Print output English
In the reate 3ur. Order 66 Output screen, enter *ogical destination LOCL, check indicator 7rint immeiate$y.
=6C= Send immediately
+hen, click on . ?ere, click on and select Sen immeiate$y B1hen saving the app$ication& as ;ispatch time. Go !ack and sae your order with . +he system will assign a uni-ue purchase order document num!er.
Send immediately ,/hen sa4ing the application.
Purchase order document num1er
& similar document to the one shown !elow should !e printed to your standard printer.
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lick on the e
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to return to the )&3 asy &ccess screen.
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CASE STUDY
Display Purchase 6rder
Task /eiew your purchase order.
Time : min
Short Description 8ow you want to display electronically what you hae sent to your endor.
+o display a purchase order, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % Purchase Order % &is'lay
+his will produce the following screen.
If the purchase order num!er from the preious step is not already displayed, click on #Other 3urchase Order$. In the following screen, enter #or find$ your purchase order num!er in the 3ur. order field, select 3ur. order and click on . +hen, click on to look at the electronic printout. It should !e the document sent to your printer. lick on the e
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twice to return to the )&3 asy &ccess screen.
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CASE STUDY
Create Goods !eceipt for Purchase 6rder
Task reate Goods /eceipt for 3urchase Order
Time : min
Short Description /eceie into inentory the stock items ordered from "id'(est )upply in the preious task. & goods receipt document will !e created referencing our purchase order there!y ensuring that we receie the products ordered within the timeframes re-uested and in -uality condition. Goods on hand will !e increased and an accounting document will !e generated recogni7ing the alue associated with these goods.
+o create a goods receipt for a purchase order, follow the menu path6
'enu path
Logistics % Materials Management % Inventory Management % oods Movement % oods !ecei't % For Purchase Order % ! ,or Purchase Order (MIO)
"ake sure that 3oos Receipt and 7#rchase Orer are selected in the dropdown lists. nter #or find$ yo#r 7O n#mber in the field ne
hange the uantity from 200 to *00 #remem!er we re-uested two separate delieries$. If the line item in the item oeriew section is read only, click on at the !ottom of the screen to close the item detail section. +hen, check OK . )*oc #)torage location$ Traing 3oos should already !e entered. %inally, click on or to post your goods receipt. +he system will create a uni-ue goods receipt document. lick on the e
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Goods !eceipt Purchase 6rder your P6 num1er
*%%
6: Trading Goods Goods receipt document num1er
to return to the )&3 asy &ccess screen.
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CASE STUDY
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CASE STUDY
9erify Physical !eceipt of Goods
Task 5erify the physical receipt of goods.
Time : min
Short Description /eiew the current inentory information a!out your chain locks. +he stock oeriew proides inentory information relatie to this material for all organi7ational leels.
+o erify the receipt of goods, follow the menu path6
'enu path
Logistics % Materials Management % Inventory Management % "nvironment % Stoc % Stoc Overvie.
nter "aterial CLO*%%% #replace === with your num!er$, 3lant M200, and ;isplay ersion *. +hen, click on .
C5=6*<< '#%% *
In the Unrestricted use column, the current inentory is displayed. )elect the line with your plants stock and click on .
8ote that there are 100 pieces on stock for unrestricted use and another 100 in on'order stock #still to !e deliered to the "iami plant$. lick on . lick on the e
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to return to the )&3 asy &ccess screen.
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CASE STUDY
Create #n4oice !eceipt from 9endor
Task reate an inoice receipt from your endor.
Time : min
Short Description nter an inoice receied from "id'(est )upply for 9,200.00 U); associated with the recent 3O and goods receipts. +his inoice will !e posted to an e
+o create an inoice receipt, follow the menu path6
'enu path
Logistics % Materials Management % Logistics Invoice Veri,ication % &ocument "ntry % "nter Invoice
+his will produce the following screen.
nter toay:s ate as Inoice date using %4 and nter. heck your © SAP AG
todayFs date
Page 7$
CASE STUDY
ompany ode US00. nter the amount from the inoice a!oe #-,00/00$ in the &mount field and select 82 as +a< ode #field ne
heck the ooking OK check !o< in your line item. Use the !utton to see if the postings are correct. %inally, click on generate a document.
to post your inoice receipt. +he system will uni-ue num!er for this
lick on the e
to return to the )&3 asy &ccess screen.
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US%% 72)%%%% B# #896#CE %%-%&;<<<
your P6 num1er
"oo3ing 6:
#n4oice document num1er
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CASE STUDY
Display Purchase 6rder 5istory
Task ;isplay the purchase order history.
Time : min
Short Description /eiew the status for the 3O for chain locks. & 3O history ta! is created within the 3O once a transaction has taken place against the order num!er to support this functionality.
+o display the purchase order history, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % Purchase Order % &is'lay
Aour 3O is displayed automatically. If not, click on #Other 3urchase Order$ and find your 3O num!er. If the line item data is not yet displayed, open the section !y clicking on Item ;etail. On the 3urchase Order ?istory ta!, reiew the actiity that has taken place in reference to this purchase order. lick on your "E #Goods /eceipt$ material document num!er. +his will !ring you directly to the material document created when you did your goods receipt.
(E
On the ;oc. info ta!, select . Aou are now looking at the General *edger posting that took place in the !ackground when you saed your goods receipt. lick on twice to go !ack to your 3O. On the 3urchase Order ?istory ta!, click on your RE!L #Inoice /eceipt$ document num!er. +his will !ring you directly to the inoice document you Fust created when you did your inoice receipt.
!E;=
)elect . Aou are now looking at the General *edger posting that happened in the !ackground when you saed your inoice receipt. lick on to go !ack to the inoice document. On the right side of the screen, click on #*ine item list$ to see here that the inoice is still open, meaning that you hae not paid the endor. lick on the e
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three times to return to the )&3 asy &ccess
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CASE STUDY
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CASE STUDY
Create Goods !eceipt for Purchase 6rder
Task reate a goods receipt for a purchase order.
Time : min
Short Description /eceie into inentory the remaining stock items ordered from "id'(est )upply in the prior step. & goods receipt document will !e create d referencing our purchase order there!y ensuring that we receie the products ordered within the timeframes re-uested and in -uality condition. Goods on hand will !e increased and an accounting document will !e generated recogni7ing the alue associated with these goods.
+o create a goods receipt for a purchase order, follow the menu path6
'enu path
Logistics % Materials Management % Inventory Management % oods Movement % oods !ecei't % For Purchase Order % ! ,or Purchase Order (MIO)
"ake sure that 3oos Receipt and 7#rchase Orer are selected in the dropdown lists. nter yo#r 7O n#mber in the field ne
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Goods !eceipt Purchase 6rder Your P6 num1er
*%%
6: Trading Goods
Goods receipt document num1er
to return to the )&3 asy &ccess screen.
Page &%
CASE STUDY
Create #n4oice !eceipt from 9endor
Task reate an inoice receipt from a endor.
Time : min
Short Description nter an inoice receied from "id'(est )upply for 9,200.00 U); associated with the recent 3O and goods receipts. +his inoice will !e posted to an e
+o create an inoice receipt, follow the menu path6
'enu path
Logistics % Materials Management % Logistics Invoice Veri,ication % &ocument "ntry % "nter Invoice
&nalogous to the first inoice receipt, enter toay:s ate as Inoice date using %4 and nter. heck your ompany ode US00. nter the amount from the inoice a!oe #-,00/00$ in the &mount field and select 82 as +a< ode. +hen, type in 2+?O2CE 00)*)!%%% as +e
todayFs date US%% 72)%%%% B# #896#CE %%-*-;<<<
your P6 num1er
"oo3ing 6:
to return to the )&3 asy &ccess screen. Page &*
CASE STUDY
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CASE STUDY
Post Payments to 9endor
Task 3ost payments to a endor.
Time : min
Short Description Issue a payment to your "id'(est )upply endor to settle their entire &ccounts 3aya!le !alance. 8ote that the amount due to them includes !oth of the inoices that you hae preiously entered. & Fournal entry is made to &ccounts 3aya!le for "id'(est )upply and to the !ank checking account in the G*.
+o post payments to a endor, follow the menu path6
'enu path
Accounting % Financial Accounting % Accounts Paya/le % &ocument "ntry % Outgoing Payment % Post
In the 3ost Outgoing 3ayments6 ?eader ;ata screen, enter #or select$ toay:s ate as ;ocument ;ate. In the Bank data field group, enter &ccount *00000 #Bank &ccount$, the amount you are going to pay #'.00$, and the +e
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TodayFs date
*%%%%% $2&%%%% #896#CES I
'id;(est Supply =incoln <<<
Page &7
CASE STUDY
)elect
. +his will produce the following screen.
Inoices selected will !e displayed in !lue. &t the !ottom of the screen, you should see that the total amount has !een fully assigned.
lick on to post payments to the "id'(est )upply. +he system will create a uni-ue endor payment document num!er.
lick on the e
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and select A) to return to the )&3 asy &ccess
9endor payment document num1er
Yes
Page &&
CASE STUDY
Display 9endor =ine #tems
Task ;isplay the endor line items
Time : min
Short Description ;isplay and confirm the actiity and associated !alance for the &ccounts 3aya!le for "id'(est )upply. Aou should see !oth a credit and de!it posting indicating the receipt of the two inoices and the issuance of a single payment to settle this !alance due to "id' (est )upply.
+o display the endor line items, follow the menu path6
'enu path
Accounting % Financial Accounting % Accounts Paya/le % Account % &is'lay 0alances
%ind or enter the num!er of your Mi!"est S#pp$y endor #for your num!er ===$ in the 5endor field, ompany code US00, and the c#rrent year as %iscal year. +hen, click on . +his will produce the following screen.
'id;(est Supply US%% current year
/eiew for open items. ;ou!le'click on the current period to reiew the line items that make up the !alance. ?ere, you can see which line items are open and which ones hae !een cleared. In your case, you should see a sym!ol. lick on © SAP AG
three times to return to the )&3 asy &ccess screen. Page &-
CASE STUDY
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Page &$
CASE STUDY
Display Purchase 6rder 5istory
Task ;isplay the purchase order history.
Time : min
Short Description /eiew the status of 3Os for chain locks. +he 3O history ta! is updated once a transaction has taken place against the order num!er.
+o display the purchase order history, follow the menu path6
'enu path
Logistics % Materials Management % Purchasing % Purchase Order % &is'lay
Aour 3O is displayed automatically. If not, click on #Other 3urchase Order$ and find your 3O num!er. If the line item data is not yet displayed, open the section !y clicking on Item ;etail. On the 3urchase Order ?istory ta!, reiew the actiity that has taken place in reference to this purchase order. lick on the new "E #Goods /eceipt$ material document num!er you should now hae two documents. +his will !ring you directly to the material document created when you did your goods receipt.
(E
On the ;oc. info ta!, select . Aou are now looking at the General *edger posting that took place in the !ackground when you saed your goods receipt. lick on twice to go !ack to your 3O. On the 3urchase Order ?istory ta!, click on the new RE!L #Inoice /eceipt$ document num!er you should now hae two documents. +his will !ring you directly to the inoice document you Fust created when you did your inoice receipt.
!E;=
)elect . Aou are now looking at the General *edger posting that happened in the !ackground when you saed your inoice receipt. lick on twice to go !ack to your 3O. On the ;eliery )chedule ta!, reiew the line items that hae had delieries against them. &re there any line items left outstandingJ lick on the e
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to return to the )&3 asy &ccess screen.
Page &?
CASE STUDY
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CASE STUDY
Display!e4ie/ G= Account "alances and #ndi4idual =ine #tems
Task ;isplayreiew the G* account !alances and the indiidual line items.
Time : min
Short Description ;isplay and confirm !y indiidual account num!er the actiity and associated !alances for seeral accounts in your G*.
+o display G* account !alances, follow the menu path6
'enu path
Accounting % Financial Accounting % eneral Ledger % Account % &is'lay 0alances (e.)
nter G* account *00000 #Bank &ccount$, ompany code US00, and the c#rrent year as %iscal year. +hen, click on . & similar screen to the one !elow will appear #amounts might !e different for you$.
*%%%%% US%% current year
;ou!le'click on the row for the current month #the first column indicates the )&3 periods which are 12 month plus 1 special period$. On the G* &ccount *ine Item ;isplay G* 5iew screen, you can see all de!its and credits toward GBIs !ank account in the U) in the current month.
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Page &
CASE STUDY
8ote6 Because all participants in your class #irtual GBI employees$ are posting to the same U) !ank account, you need to find your postings in the oerall list. In order to do so, take a look at the +e
<<<
Once you find your line item, you should also recogni7e the ;ocument 8um!er. ;ou!le'click on your line item to display details. (hen you scroll down, you should find your user name indicating that you hae created the endor payment document.
lick on and then choose Balance ;isplay screen.
twice to go !ack to the G* &ccount
/epeat the a!oe procedure for the G* account -00000 #3aya!les'+rade &ccounts$. In the list of documents, you should find your two inoices #I85OI 00:04'=== and I85OI 00:1:'===$. lick on the e
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7%%%%%
to return to the )&3 asy &ccess screen.
Page -%
