Tscm60 1 en Col10 Ilt Fv Show

TSCM60_1

SAP ERP Sales and Distribution I Part 1

Publication ID:

Course Overview Unit 1: Enterprise Structures in Sales and Distribution Unit 2: Overview of Sales Processes Unit 3: Master Data in Sales and Distribution Unit 4: Automatic Data Determination and Shipment Scheduling Unit 5: Collective Processing in Sales and Distribution Unit 6: Availability Check Unit 7: Sales Documents - Basic Technical Background Unit 8: Special Processes in Sales and Distribution Unit 9: Complaints Processing Unit 10: Lists and Analytics for Sales and Distribution Processes

Unit 11: Enterprise Structures in Sales and Distribution Unit 12: Sales Order Processing

Unit 1: Enterprise Structures in Sales and Distribution Lesson 1: Using Enterprise Structures for Sales and Distribution in SAP ERP Lesson 2: Demonstrating the Use of SAP ERP Enterprise Structures

TSCM60_1

Lesson 1: Using Enterprise Structures for Sales and Distribution in SAP ERP Lesson Objectives After completing this lesson, you will be able to:

●

Explain enterprise structures for sales and distribution processing in SAP ERP

Unit 1 Lesson 1

TSCM60_1

Figure 1: Organizational Units in Sales and Distribution

Unit 1 Lesson 1

TSCM60_1

Figure 2: Organizational Unit - Company Code

Unit 1 Lesson 1

TSCM60_1

Figure 3: Organizational Unit - Sales Organization

Unit 1 Lesson 1

TSCM60_1

Figure 4: Organizational Unit - Distribution Channel

Unit 1 Lesson 1

TSCM60_1

Figure 5: Organizational Unit - Division

Unit 1 Lesson 1

TSCM60_1

Figure 6: Organizational Unit - Sales Area

Unit 1 Lesson 1

TSCM60_1

Figure 7: Organizational Units - Plant and Storage Location

Unit 1 Lesson 1

TSCM60_1

Figure 8: Organizational Unit - Shipping Point

Unit 1 Lesson 1

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . If you want to execute certain tasks within sales and distribution processes, you have to know about the relevant organizational structures. Some of these elements are used within sales and distribution processes only; others are also relevant to other processes and applications. Name organizational units in Sales and Distribution.

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . Which organizational unit can you use in the system to represent a sales facility or a sales subsidiary?

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . Which organizational unit can you use in the system to represent a means to ship goods to the customer (for example, factory sales, wholesale trade, or retail trade)?

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . Which organizational unit can you use in the system to represent different product lines and to group materials (for example, vehicles, accessories, or spare parts)?

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . Which organizational unit can you use in the system to organize and process outbound deliveries at different locations (for example, loading ramp or rail depot)?

TSCM60_1

Exercise 1: Explain Organizational Structures . Identify overall organizational units.

Unit 1 Exercise 1

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . A corporate group can be divided up into several companies or subsidiaries. Which organizational unit can you use in financial accounting to represent a legal entity and an independent accounting unit in the system?

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . In a company, you can manufacture and store materials in different places. Which organizational unit can you use in the system to represent a production facility or a distribution center?

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . Within a plant, material storage can be divided up according to various locations or rooms. Which organizational unit can you use in the system to represent such a location or room?

TSCM60_1

Exercise 1: Explain Organizational Structures . Assignments of organizational units.

Unit 1 Exercise 1

TSCM60_1

Exercise 1: Explain Organizational Structures . Which organizational units does a sales area consist of?

Unit 1 Exercise 1

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . Determine whether this statement is true or false.

"A distribution channel can be assigned to multiple sales organizations. "

TSCM60_1

Unit 1 Exercise 1


"Multiple distribution channels can be assigned to a sales organization. "

TSCM60_1

Unit 1 Exercise 1

Exercise 1: Explain Organizational Structures . To which organizational unit is a sales organization assigned in order to represent the connection of sales and distribution processes to financial accounting?

TSCM60_1

Unit 1 Exercise 1


"A sales organization can be assigned to multiple company codes. "

TSCM60_1

Unit 1 Exercise 1


"Multiple delivering plants can be assigned to a sales organization. "

TSCM60_1

Exercise 1: Explain Organizational Structures . To which organizational unit do you assign a shipping point?

Unit 1 Exercise 1

TSCM60_1

Unit 1 Exercise 1


"A shipping point can be assigned to multiple plants. "

TSCM60_1

Exercise 1: Explain Organizational Structures . To which organizational unit are storage locations assigned?

Unit 1 Exercise 1

TSCM60_1

Exercise 1: Explain Organizational Structures .

Unit 1 Exercise 1

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . If you want to execute certain tasks within sales and distribution processes, you have to know about the relevant organizational structures. Some of these elements are used within sales and distribution processes only; others are also relevant to other processes and applications. Name organizational units in Sales and Distribution.

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . Which organizational unit can you use in the system to represent a sales facility or a sales subsidiary?

. Sales organization

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . Which organizational unit can you use in the system to represent a means to ship goods to the customer (for example, factory sales, wholesale trade, or retail trade)?

. Distribution channel

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . Which organizational unit can you use in the system to represent different product lines and to group materials (for example, vehicles, accessories, or spare parts)?

. Division

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . Which organizational unit can you use in the system to organize and process outbound deliveries at different locations (for example, loading ramp or rail depot)?

. Shipping point

TSCM60_1

Solution 1: Explain Organizational Structures . Identify overall organizational units.

Unit 1 Solution 1

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . A corporate group can be divided up into several companies or subsidiaries. Which organizational unit can you use in financial accounting to represent a legal entity and an independent accounting unit in the system?

. Company code

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . In a company, you can manufacture and store materials in different places. Which organizational unit can you use in the system to represent a production facility or a distribution center?

. Plant

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . Within a plant, material storage can be divided up according to various locations or rooms. Which organizational unit can you use in the system to represent such a location or room?

. Storage location

TSCM60_1

Solution 1: Explain Organizational Structures . Assignments of organizational units.

Unit 1 Solution 1

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . Which organizational units does a sales area consist of?

. A sales area consists of one sales organization, one distribution channel, and one division.

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . Determine whether this statement is true or false.

"A distribution channel can be assigned to multiple sales organizations. " True

TSCM60_1

Unit 1 Solution 1


"Multiple distribution channels can be assigned to a sales organization. " True

TSCM60_1

Unit 1 Solution 1

Solution 1: Explain Organizational Structures . To which organizational unit is a sales organization assigned in order to represent the connection of sales and distribution processes to financial accounting?

. The sales organization is assigned to a company code.

TSCM60_1

Unit 1 Solution 1


"A sales organization can be assigned to multiple company codes. " False

TSCM60_1

Unit 1 Solution 1


"Multiple delivering plants can be assigned to a sales organization. " True

TSCM60_1

Solution 1: Explain Organizational Structures . To which organizational unit do you assign a shipping point?

. The shipping point is assigned to a plant.

Unit 1 Solution 1

TSCM60_1

Unit 1 Solution 1


"A shipping point can be assigned to multiple plants. " True

TSCM60_1

Solution 1: Explain Organizational Structures . To which organizational unit are storage locations assigned?

. Storage locations are assigned to the plant.

Unit 1 Solution 1

TSCM60_1

Solution 1: Explain Organizational Structures .

Unit 1 Solution 1

TSCM60_1

Summary You should now be able to:

● Explain enterprise structures for sales and distribution processing in SAP ERP

TSCM60_1

Unit 1 Lesson 2

Lesson 2: Demonstrating the Use of SAP ERP Enterprise Structures Lesson Objectives After completing this lesson, you will be able to:

●

Use an example company to demonstrate the use of SAP ERP enterprise structures for sales and distribution

TSCM60_1

Figure 9: Sample Company - Subsidiaries and Sales Organizations

Unit 1 Lesson 2

TSCM60_1

Figure 10: Sample Company - Sales Areas

Unit 1 Lesson 2

TSCM60_1

Figure 11: Sample Company - Distribution

Unit 1 Lesson 2

Unit 1 Exercise 2

TSCM60_1

Exercise 2: Check the Organizational Structures for Sales and Distribution of an Example Company . The example company is a globally operating group. It sells materials belonging to different product lines (for example, motorcycles and spare parts). These materials are distributed by several sales facilities using multiple distribution channels. Organizational structures in the training system

1. In the system, each sales document has to be assigned to exactly one sales organization. Check which sales organizations exist and make a note of three examples whose names include USA . Hint: You can get a list of the sales organizations in the transaction for creating sales orders. The transaction can be found using the following menu path: Logistics > Sales and Distribution > Sales > Order > Create.

____________________________________________

Unit 1 Exercise 2

TSCM60_1

Exercise 2: Check the Organizational Structures for Sales and Distribution of an Example Company . ____________________________________________ ____________________________________________ 2. Now check which distribution channels are assigned to sales organization 1000. Write down three examples. Hint: You can check this on the entry screen of the transaction for creating sales orders too.

____________________________________________ ____________________________________________ ____________________________________________

Unit 1 Exercise 2

TSCM60_1

Exercise 2: Check the Organizational Structures for Sales and Distribution of an Example Company . 3. Now check which divisions exist for sales organization 1000 and for distribution channel 12. Write down three examples. Hint: Use the entry screen of the transaction for creating of sales orders again.

____________________________________________ ____________________________________________ ____________________________________________

Unit 1 Solution 2

TSCM60_1

Solution 2: Check the Organizational Structures for Sales and Distribution of an Example Company . The example company is a globally operating group. It sells materials belonging to different product lines (for example, motorcycles and spare parts). These materials are distributed by several sales facilities using multiple distribution channels. Organizational structures in the training system

1. In the system, each sales document has to be assigned to exactly one sales organization. Check which sales organizations exist and make a note of three examples whose names include USA . Hint: You can get a list of the sales organizations in the transaction for creating sales orders. The transaction can be found using the following menu path: Logistics > Sales and Distribution > Sales > Order > Create.

____________________________________________

TSCM60_1

Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and Distribution of an Example Company . ____________________________________________ ____________________________________________ a) On the SAP Easy Access screen, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Place the cursor on the input field for the sales organization and display the possible values using the F4 help. c) Some examples of sales organizations in the USA are: Sales organization

Text

3000

USA Philadelphia

3020

USA Denver

R300

Retail USA

Unit 1 Solution 2

TSCM60_1

Solution 2: Check the Organizational Structures for Sales and Distribution of an Example Company . Sales organization

Text

S300

Services USA

2. Now check which distribution channels are assigned to sales organization 1000. Write down three examples. Hint: You can check this on the entry screen of the transaction for creating sales orders too.

____________________________________________ ____________________________________________ ____________________________________________

TSCM60_1

Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and Distribution of an Example Company . a) On the SAP Easy Access screen, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter sales organization 1000 in the corresponding field. c) Place the cursor on the input field for the distribution channel and display the possible values using the F4 help. d) Valid values for distribution channels that are assigned to sales organization 1000: Distribution channel

Text

01

Direct sales

10

Final customer sales

12

Sold for resale

Unit 1 Solution 2

TSCM60_1

Solution 2: Check the Organizational Structures for Sales and Distribution of an Example Company . Distribution channel

Text

14

Service

16

Factory sales

3. Now check which divisions exist for sales organization 1000 and for distribution channel 12. Write down three examples. Hint: Use the entry screen of the transaction for creating of sales orders again.

____________________________________________ ____________________________________________ ____________________________________________

TSCM60_1

Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and Distribution of an Example Company . a) On the SAP Easy Access screen, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter sales organization 1000 and distribution channel 12 on the entry screen. c) Place the cursor on the input field for the division and display the possible values using the F4 help. d) Some examples of divisions assigned to sales organization 1000 and distribution channel 12: Division

Text

00

Cross-division

02

Motorcycles

04

Lighting

TSCM60_1

Unit 1 Solution 2

Solution 2: Check the Organizational Structures for Sales and Distribution of an Example Company . Division

Text

07

High tech

08

Service

10

Vehicles

TSCM60_1


● Use an example company to demonstrate the use of SAP ERP enterprise structures for sales and distribution

Unit 2: Overview of Sales Processes Lesson 1: Executing Sales and Distribution Processes Lesson 2: Processing Sales Documents Lesson 3: Processing Outbound Deliveries Lesson 4: Shipping Goods Lesson 5: Processing Billing Documents

TSCM60_1

Unit 2 Lesson 1

Lesson 1: Executing Sales and Distribution Processes Lesson Objectives After completing this lesson, you will be able to:

●

Explain the sales and distribution process flow

●

Explain the usage of the document flow within sales and distribution processes

TSCM60_1

Figure 12: Presales Activities

Unit 2 Lesson 1

TSCM60_1

Figure 13: Sales Order Processing

Unit 2 Lesson 1

TSCM60_1

Figure 14: Procurement

Unit 2 Lesson 1

TSCM60_1

Figure 15: Shipping

Unit 2 Lesson 1

TSCM60_1

Figure 16: Billing

Unit 2 Lesson 1

TSCM60_1

Figure 17: Payment

Unit 2 Lesson 1

TSCM60_1

Figure 18: Process overview

Unit 2 Lesson 1

TSCM60_1

Unit 2 Lesson 1

Procedure: To execute sales and distribution processes To execute a sales and distribution process from the sales order to the billing document, you could perform the following steps: 1. Create the sales order using transaction VA01. 2. Create the outbound delivery with reference to the sales order using transaction VL01N. 3. Create the transfer order using transaction LT03. 4. Post the goods issue for the outbound delivery using transaction VL02N. 5. Create the billing document using transaction VF01. Note: The transactions mentioned are only examples. The system offers many more transactions to create the particular documents within a sales and distribution process (for example, collective processing).

TSCM60_1

Figure 19: Document Flow in the System

Unit 2 Lesson 1

TSCM60_1

Figure 20: Document Flow at Item Level

Unit 2 Lesson 1

TSCM60_1

Unit 2 Lesson 1

Procedure: To use the document flow to monitor a sales and distribution process To view the document flow of a particular sales and distribution process, you can start from any document. If you start with the sales order, you can perform the following steps: 1. Start the transaction to display (VA03) or change (VA02) the sales order. 2. Enter the order number in the corresponding field. 3. Call the document flow by choosing Environment > Display document flow . The way to display the document flow from the other documents (for example, the delivery or billing document) is very similar.

TSCM60_1


● Explain the sales and distribution process flow ● Explain the usage of the document flow within sales and distribution processes

TSCM60_1

Lesson 2: Processing Sales Documents Lesson Objectives After completing this lesson, you will be able to:

●

Create a sales order

●

Display a sales order

Unit 2 Lesson 2

TSCM60_1

Figure 21: Creating an Order

Unit 2 Lesson 2

TSCM60_1

Unit 2 Exercise 3

Exercise 3: Create a sales order . In many cases, the sales process begins with the customer ordering materials from you and telling you his requested delivery date. Using this information, you can enter a sales order. 1. Create a standard order using the following information: Field name

Value

Order Type

OR

Sales Organization

1000

Distribution Channel

12

Division

00

Sold-To Party

T-S50A##

Purchase Order Number

4-2##

Requested Delivery Date

in 10 days

TSCM60_1

Exercise 3: Create a sales order . Save the order and write down the document number. ____________________________________________

Unit 2 Exercise 3

TSCM60_1

Unit 2 Solution 3

Solution 3: Create a sales order . In many cases, the sales process begins with the customer ordering materials from you and telling you his requested delivery date. Using this information, you can enter a sales order. 1. Create a standard order using the following information: Field name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-To Party

T-S50A##

Purchase Order Number

4-2##

Requested Delivery Date

in 10 days

TSCM60_1

Unit 2 Solution 3

Solution 3: Create a sales order . Save the order and write down the document number. ____________________________________________ a) On the SAP Easy Access screen, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the values for the order type, sales organization, distribution channel, and division on the initial screen of the transaction. c) Press ENTER to navigate to the order details. d) Enter the sold-to party, purchase order number, and requested delivery date on the overview screen. e) Press ENTER to confirm your entries. f) Enter the material data.

TSCM60_1

Unit 2 Solution 3

Solution 3: Create a sales order . g) Press ENTER to confirm your entries. h) Choose Sales document > Save . The document number is assigned internally by the system. i) Close the transaction and return to the SAP Easy Access menu.

TSCM60_1

Figure 22: Sales Document Structure

Unit 2 Lesson 2

Unit 2 Exercise 4

TSCM60_1

Exercise 4: Display a sales order . Display an existing sales order to familiarize yourself with the structure of a sales document. 1. Display the sales order you entered previously. Write down the payment terms of the sales order header. ____________________________________________ 2. From which plant will item 10 be delivered? ____________________________________________ 3. What is the net price for item 10 and item 20? Item

Net price

10 20 4. What is the delivery date in the schedule line for item 10?

TSCM60_1

Exercise 4: Display a sales order . ____________________________________________ 5. What is the overall processing status for the sales order? ____________________________________________

Unit 2 Exercise 4

TSCM60_1

Unit 2 Solution 4

Solution 4: Display a sales order . Display an existing sales order to familiarize yourself with the structure of a sales document. 1. Display the sales order you entered previously. Write down the payment terms of the sales order header. ____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Display . b) On the initial screen of the transaction, enter the number of the sales order you created previously. c) Press ENTER. d) The value of the payment terms is ZB01 . You can find it on the Sales tab page. 2. From which plant will item 10 be delivered? ____________________________________________

Unit 2 Solution 4

TSCM60_1

Solution 4: Display a sales order . a) You can find the corresponding plant on the right-hand side of the Sales tab page, or on the Procurement tab page. The plant for item 10 is 1000 . 3. What is the net price for item 10 and item 20? Item

Net price

10 20 a) You can find the net price per item by scrolling to the right on the Sales tab page. 4. What is the delivery date in the schedule line for item 10? ____________________________________________ a) Double-click on item 10 to reach the item details.

TSCM60_1

Unit 2 Solution 4

Solution 4: Display a sales order . b) On the Schedule lines tab page, you can find the delivery date for the schedule line. It corresponds to the requested delivery date of the order, which is in 10 days . 5. What is the overall processing status for the sales order? ____________________________________________ a) Position the cursor on a header field of the sales order, for example, the order number. b) Choose Environment > Display document flow . c) The status of the sales order is open , since no follow-up document has been created so far.

TSCM60_1


● Create a sales order ● Display a sales order

TSCM60_1

Lesson 3: Processing Outbound Deliveries Lesson Objectives After completing this lesson, you will be able to:

●

Create an outbound delivery

Unit 2 Lesson 3

TSCM60_1

Figure 23: Creating an Outbound Delivery

Unit 2 Lesson 3

TSCM60_1

Figure 24: Structure of Delivery Documents

Unit 2 Lesson 3

Unit 2 Exercise 5

TSCM60_1

Exercise 5: Create an outbound delivery . Outbound deliveries are the basic documents for planning and executing the various shipping activities within sales and distribution processes. You will now create an outbound delivery with reference to an existing sales order. 1. Create an outbound delivery with reference to a sales order using the following information: Field Name

Value

Shipping point

Z0##

Selection date

in 20 days

Order

Order that you used in the previous exercise

2. Switch to the Picking tab page and record the delivery quantity and picking quantity for the two items.

Unit 2 Exercise 5

TSCM60_1

Exercise 5: Create an outbound delivery . Item

Delivery quantity

Picked quantity

10 20 3. Save the outbound delivery and record the document number. ____________________________________________ 4. What is the overall processing status for the sales order? Hint: You will find the overall processing status in the outbound delivery document flow.

____________________________________________ 5. What is the overall processing status of the outbound delivery?

Unit 2 Exercise 5

TSCM60_1

Exercise 5: Create an outbound delivery . ____________________________________________ 6. Before the materials leave the plant and the goods issue is posted, display the stock situation for material T-AS1## in plant 1000. Hint: Open a new session to trace the stocks during the next exercises.

Record how many pieces are in unrestricted use. ____________________________________________

Unit 2 Solution 5

TSCM60_1

Solution 5: Create an outbound delivery . Outbound deliveries are the basic documents for planning and executing the various shipping activities within sales and distribution processes. You will now create an outbound delivery with reference to an existing sales order. 1. Create an outbound delivery with reference to a sales order using the following information: Field Name

Value

Shipping point

Z0##

Selection date

in 20 days

Order

Order that you used in the previous exercise

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order .

Unit 2 Solution 5

TSCM60_1

Solution 5: Create an outbound delivery . b) Enter the shipping point, the selection date, and the order number on the initial screen of the transaction. c) Press ENTER to navigate to the document. 2. Switch to the Picking tab page and record the delivery quantity and picking quantity for the two items. Item

Delivery quantity

Picked quantity

10 20 a) Select the Picking tab page. The correct values are: 3. Save the outbound delivery and record the document number. ____________________________________________

Unit 2 Solution 5

TSCM60_1

Solution 5: Create an outbound delivery . a) Choose Outbound Delivery > Save .The document number is assigned internally by the system. 4. What is the overall processing status for the sales order? Hint: You will find the overall processing status in the outbound delivery document flow.

____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Display . b) Enter the number of the outbound delivery and choose Environment > Document flow . c) The status of the sales order is completed .

Unit 2 Solution 5

TSCM60_1

Solution 5: Create an outbound delivery . 5. What is the overall processing status of the outbound delivery? ____________________________________________ a) You can also see the status of the outbound delivery within the document flow. The status of the delivery is open . 6. Before the materials leave the plant and the goods issue is posted, display the stock situation for material T-AS1## in plant 1000. Hint: Open a new session to trace the stocks during the next exercises.

Record how many pieces are in unrestricted use. ____________________________________________ a) Start a new session.

TSCM60_1

Unit 2 Solution 5

Solution 5: Create an outbound delivery . b) From the SAP Easy Access menu, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock Overview . c) Enter the selection criteria and choose Execute or press F8 . d) There are 100 pieces in unrestricted use in plant 1000.

TSCM60_1


● Create an outbound delivery

TSCM60_1

Lesson 4: Shipping Goods Lesson Objectives After completing this lesson, you will be able to:

●

Pick goods

●

Post goods issue

Unit 2 Lesson 4

TSCM60_1

Figure 25: Picking

Unit 2 Lesson 4

Unit 2 Exercise 6

TSCM60_1

Exercise 6: Pick goods . Before you can post the goods issue, the corresponding materials have to be picked from the warehouse. You now create a transfer order to realize the picking in SAP ERP. 1. Create a transfer order for an outbound delivery using the following information: Field Name

Value

Warehouse Number

010

Delivery

Delivery that you created in the preceding exercise

Foreground/Background

Background

Record the transfer order number. ____________________________________________ 2. Display the outbound delivery and check the picked quantities.

TSCM60_1

Unit 2 Exercise 6

Exercise 6: Pick goods . Item 10 20

Picked quantity

Unit 2 Solution 6

TSCM60_1

Solution 6: Pick goods . Before you can post the goods issue, the corresponding materials have to be picked from the warehouse. You now create a transfer order to realize the picking in SAP ERP. 1. Create a transfer order for an outbound delivery using the following information: Field Name

Value

Warehouse Number

010

Delivery

Delivery that you created in the preceding exercise


Background

Record the transfer order number. ____________________________________________

Unit 2 Solution 6

TSCM60_1

Solution 6: Pick goods . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Picking > Create Transfer Order > Single Document . b) Enter the field values listed above and press ENTER. c) The transfer order is created and the document number is displayed at the bottom of the screen. 2. Display the outbound delivery and check the picked quantities. Item

Picked quantity

10 20 a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Display .

TSCM60_1

Unit 2 Solution 6

Solution 6: Pick goods . b) Select the Picking tab page. The picked quantities are: Item

Picked quantity

10

10

20

20

TSCM60_1

Figure 26: Posting Goods Issue

Unit 2 Lesson 4

Unit 2 Exercise 7

TSCM60_1

Exercise 7: Post goods issue . You post the goods issue to document that the material has left the plant and to update the stock and corresponding values. 1. Post the goods issue for the outbound delivery that you used in the preceding exercise. 2. Once the materials have left the plant and the goods issue has been posted, display the stocks for material T-AS1## in plant 1000 again. Hint: Switch to your second session where the stock overview is still open, and choose Refresh . If you have closed the second session, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock Overview .

Record how many pieces are still available for unrestricted use. ____________________________________________

TSCM60_1

Unit 2 Exercise 7

Exercise 7: Post goods issue . 3. What is the overall processing status for the outbound delivery? ____________________________________________ 4. Which documents assigned to the outbound delivery can you see in the document flow? ____________________________________________ ____________________________________________ 5. Why is the status of the outbound delivery still Being processed ? ____________________________________________ ____________________________________________

TSCM60_1

Unit 2 Solution 7

Solution 7: Post goods issue . You post the goods issue to document that the material has left the plant and to update the stock and corresponding values. 1. Post the goods issue for the outbound delivery that you used in the preceding exercise. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Post Goods Issue > Outbound Delivery Single Document . b) Enter the number of the relevant outbound delivery and choose Post Goods Issue . 2. Once the materials have left the plant and the goods issue has been posted, display the stocks for material T-AS1## in plant 1000 again.

Unit 2 Solution 7

TSCM60_1

Solution 7: Post goods issue . Hint: Switch to your second session where the stock overview is still open, and choose Refresh . If you have closed the second session, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock Overview .

Record how many pieces are still available for unrestricted use. ____________________________________________ a) Switch to your second session and choose Refresh , or restart the transaction. There are 90 pieces in stock for unrestricted use in plant 1000. 3. What is the overall processing status for the outbound delivery? ____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Display .

TSCM60_1

Unit 2 Solution 7

Solution 7: Post goods issue . b) Enter the number of the outbound delivery. c) Choose Environment > Document Flow . The status of the outbound delivery is Being processed . 4. Which documents assigned to the outbound delivery can you see in the document flow? ____________________________________________ ____________________________________________ a) You will find the transfer order for picking and the material document of the goods issue listed in the document flow. 5. Why is the status of the outbound delivery still Being processed ? ____________________________________________ ____________________________________________

TSCM60_1

Unit 2 Solution 7

Solution 7: Post goods issue . a) The subsequent billing document has not yet been created for the outbound delivery. Where the processes are relevant for billing, the document retains the status In process until the billing document is created.

TSCM60_1


● Pick goods ● Post goods issue

TSCM60_1

Lesson 5: Processing Billing Documents Lesson Objectives After completing this lesson, you will be able to:

●

Create a billing document

●

Post an incoming payment

Unit 2 Lesson 5

TSCM60_1

Figure 27: Creating a Billing Document

Unit 2 Lesson 5

TSCM60_1

Figure 28: Billing Document Structure

Unit 2 Lesson 5

TSCM60_1

Figure 29: Effects of Billing Document

Unit 2 Lesson 5

TSCM60_1

Unit 2 Exercise 8

Exercise 8: Create a billing document . You create a billing document with reference to an outbound delivery to invoice the relevant amounts to the customer. 1. Create the billing document for the outbound delivery from the previous task. Write down the document number. ____________________________________________ 2. In the billing document header, check to which company code the data has been posted in Financial Accounting. ____________________________________________ 3. Display the accounting document for the billing document, and write down the accounts to which postings have been made. ____________________________________________ ____________________________________________ ____________________________________________

TSCM60_1

Unit 2 Exercise 8

Exercise 8: Create a billing document . 4. Display the document flow for the billing document. What is the overall processing status for the outbound delivery? ____________________________________________ 5. What is the overall processing status for the accounting document? ____________________________________________

TSCM60_1

Unit 2 Solution 8

Solution 8: Create a billing document . You create a billing document with reference to an outbound delivery to invoice the relevant amounts to the customer. 1. Create the billing document for the outbound delivery from the previous task. Write down the document number. ____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Create . b) Enter the number of the outbound delivery in the Document field (the system may propose the number automatically) and choose Billing Document > Save . c) The document number is assigned internally by the system and displayed at the bottom of the screen. 2. In the billing document header, check to which company code the data has been posted in Financial Accounting. ____________________________________________

TSCM60_1

Unit 2 Solution 8

Solution 8: Create a billing document . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Display . b) Enter the number of the billing document in the corresponding field and press ENTER. c) Choose Goto > Header > Header . d) The corresponding company code 1000 is displayed on the tab page. 3. Display the accounting document for the billing document, and write down the accounts to which postings have been made. ____________________________________________ ____________________________________________ ____________________________________________ a) From the billing document, choose Goto > Accounting overview .

TSCM60_1

Unit 2 Solution 8

Solution 8: Create a billing document . b) In the dialog box, double-click the accounting document. c) Postings have been made to the following accounts: customer account Motomarket Heidelberg (account T-S50A## ), domestic sales revenue per item (account 800000 ), and output tax (account 175000 ). 4. Display the document flow for the billing document. What is the overall processing status for the outbound delivery? ____________________________________________ a) From the billing document, choose Environment > Display document flow . b) The status of the outbound delivery is Completed . 5. What is the overall processing status for the accounting document? ____________________________________________ a) Within the document flow of the billing document, you can see that the status of the accounting document is Not cleared .

TSCM60_1

Figure 30: Incoming Payment

Unit 2 Lesson 5

TSCM60_1

Unit 2 Exercise 9

Exercise 9: Post incoming payment . When the customer has paid the invoice you can post the corresponding incoming payment. 1. First, reproduce the invoiced amount that the customer had to pay. The customer has paid punctually and, therefore, justifiably claimed the cash discount. Make a note of the respective pricing conditions that you can find in the billing document header: Name of pricing condition

Condition value

Price Output Tax Cash Discount 2. Post the incoming payment using the following information: Field Name

Value

Document Date

today's date

Unit 2 Exercise 9

TSCM60_1

Exercise 9: Post incoming payment . Field Name

Value

Company Code

1000

Posting Date

today's date

Currency

EUR

Account (Bank data)

100009

Amount

1,280.40

Account (Open item selection)

T-S50A##

3. Finally, display the document flow for the billing document again. What is the overall processing status for the accounting document? ____________________________________________

Unit 2 Solution 9

TSCM60_1

Solution 9: Post incoming payment . When the customer has paid the invoice you can post the corresponding incoming payment. 1. First, reproduce the invoiced amount that the customer had to pay. The customer has paid punctually and, therefore, justifiably claimed the cash discount. Make a note of the respective pricing conditions that you can find in the billing document header: Name of pricing condition

Condition value

Price Output Tax Cash Discount a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Display .

TSCM60_1

Unit 2 Solution 9

Solution 9: Post incoming payment . b) Enter the number of the billing document and press ENTER. c) Choose Goto > Header > Pricing conditions header . d) Here you can find the corresponding values: Name of pricing condition

Condition value

Price

EUR 1,200.00

Output Tax

EUR 120.00

Cash Discount

EUR 39.60

2. Post the incoming payment using the following information: Field Name

Value

Document Date

today's date

Company Code

1000

Unit 2 Solution 9

TSCM60_1

Solution 9: Post incoming payment . Field Name

Value

Posting Date

today's date

Currency

EUR

Account (Bank data)

100009

Amount

1,280.40

Account (Open item selection)

T-S50A##

a) From the SAP Easy Access menu, choose Accounting > Financial Accounting > Accounts Receivable > Document entry > Incoming Payments . b) Enter the listed field values and press ENTER. c) Choose Document > Post . 3. Finally, display the document flow for the billing document again. What is the overall processing status for the accounting document?

TSCM60_1

Unit 2 Solution 9

Solution 9: Post incoming payment . ____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Display . b) Enter the number of the billing document and choose Environment > Display document flow . c) The status of the accounting document is Cleared .

TSCM60_1


● Create a billing document ● Post an incoming payment

Unit 3: Master Data in Sales and Distribution Lesson 1: Maintaining Customer Master Data Lesson 2: Maintaining Material Master Data Lesson 3: Maintaining Customer-Material Info Records Lesson 4: Maintaining Condition Master Data for Pricing Lesson 5: Master Data - Explaining Additional Topics

TSCM60_1

Lesson 1: Maintaining Customer Master Data Lesson Objectives After completing this lesson, you will be able to:

●

Create customer master data

●

Change customer master data

Unit 3 Lesson 1

TSCM60_1

Figure 31: Origin of Data in Sales Documents

Unit 3 Lesson 1

TSCM60_1

Figure 32: Structure of Customer Master Data

Unit 3 Lesson 1

TSCM60_1

Figure 33: Customer Master Sales Area Data

Unit 3 Lesson 1

TSCM60_1

Figure 34: Partner Functions in the Customer Master

Unit 3 Lesson 1

Unit 3 Exercise 10

TSCM60_1

Exercise 10: Create Customer Master Data . A new customer wants to place an order and buy some materials. Therefore, you create a master record for the customer. 1. Create the customer master record using the following information: Field Name

Value

Account group

0001 Sold-to party

Customer (number)

234##

Company code

1000

Sales organization

1000

Distribution channel

12

Division

00

Address data:

Unit 3 Exercise 10

TSCM60_1

Exercise 10: Create Customer Master Data . Field Name

Value

Name

Miller

Search term

SCM600-##

Street

Main Street 12

Postal code

20111

City

Hamburg

Country

Germany

Transportation zone

Region North

Language

Language of the course

Control data:

TSCM60_1

Unit 3 Exercise 10


Value

VAT Reg. No.

DE##1234567

Company code data: Field Name

Value

Reconciliation account

140000

Sales area data: Field Name

Value

Customer group

Trading Companies

Shipping condition

## Standard (corresponds to screen number + 50)

Delivering plant

1000

Incoterms

CFR Hamburg

TSCM60_1

Unit 3 Exercise 10


Value

Terms of payment

ZB00 Payable immediately due net

Tax classification

Liable for tax

Save the customer master record. 2. For the previously created customer master record, write down which values are maintained for the mandatory partner functions. Field Name Sold-to party Ship-to party Bill-to party Payer

Value

Unit 3 Solution 10

TSCM60_1

Solution 10: Create Customer Master Data . A new customer wants to place an order and buy some materials. Therefore, you create a master record for the customer. 1. Create the customer master record using the following information: Field Name

Value

Account group

0001 Sold-to party

Customer (number)

234##

Company code

1000

Sales organization

1000


12

Division

00

Address data:

Unit 3 Solution 10

TSCM60_1

Solution 10: Create Customer Master Data . Field Name

Value

Name

Miller

Search term

SCM600-##

Street

Main Street 12

Postal code

20111

City

Hamburg

Country

Germany

Transportation zone

Region North

Language

Language of the course

Control data:

TSCM60_1

Unit 3 Solution 10


Value

VAT Reg. No.

DE##1234567

Company code data: Field Name

Value

Reconciliation account

140000

Sales area data: Field Name

Value

Customer group

Trading Companies

Shipping condition

## Standard (corresponds to screen number + 50)

Delivering plant

1000

Incoterms

CFR Hamburg

Unit 3 Solution 10

TSCM60_1


Value

Terms of payment

ZB00 Payable immediately due net

Tax classification

Liable for tax

Save the customer master record. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Create > Complete . b) On the initial screen, enter the account group, the customer number, and the relevant organizational units. c) Press ENTER to call the detailed screens. d) Maintain the data as listed and save the customer master record. 2. For the previously created customer master record, write down which values are maintained for the mandatory partner functions.

Unit 3 Solution 10

TSCM60_1


Value

Sold-to party Ship-to party Bill-to party Payer a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Display > Sales and Distribution . b) Enter the customer number and the relevant sales area (the fields should already be filled automatically). c) Press ENTER to call the customer master record. d) Choose Goto > Sales area data .

TSCM60_1

Solution 10: Create Customer Master Data . e) Find the relevant values on the Partner Functions tab page.

Unit 3 Solution 10

TSCM60_1

Figure 35: Effects of Customer Master Data Changes

Unit 3 Lesson 1

Unit 3 Exercise 11

TSCM60_1

Exercise 11: Enhance a Customer Master Record . A customer informs you that an additional ship-to party is required for future deliveries. To facilitate order processing, you store the additional ship-to party in the customer master of the sold-to party. Then you create a sales order for your customer. 1. Change the customer master record of the sold-to party from the previous exercise. In the sales area data, add another ship-to party using the following information: Field Name

Value

Customer

234##

Sales organization

1000


12

Division

00

Additional ship-to party

T-S50B##

2. Create a sales order for the customer using the following information:

Unit 3 Exercise 11

TSCM60_1

Exercise 11: Enhance a Customer Master Record . Field Name

Value

Order type

OR

Sales organization

1000


12

Division

00

Sold-to party

234##

Ship-to party

T-S50B##

Purchase order number

5-411

Requested delivery date

In 10 days

3. In the sales order, the system proposes the Incoterms that are maintained in the customer master record. However, for this order, the Incoterms FOB Hamburg should apply. Change the Incoterms accordingly.

TSCM60_1

Exercise 11: Enhance a Customer Master Record . 4. Does the change affect the customer master record? ____________________________________________ 5. Save the order and write down the order number. ____________________________________________

Unit 3 Exercise 11

TSCM60_1

Unit 3 Solution 11

Solution 11: Enhance a Customer Master Record . A customer informs you that an additional ship-to party is required for future deliveries. To facilitate order processing, you store the additional ship-to party in the customer master of the sold-to party. Then you create a sales order for your customer. 1. Change the customer master record of the sold-to party from the previous exercise. In the sales area data, add another ship-to party using the following information: Field Name

Value

Customer

234##

Sales organization

1000


12

Division

00

Additional ship-to party

T-S50B##

TSCM60_1

Unit 3 Solution 11

Solution 11: Enhance a Customer Master Record . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Change > Sales and Distribution . b) Enter the customer number and the organizational data on the initial screen. c) Press ENTER to call the customer master record. d) Choose Goto > Sales area data . e) Add the additional ship-to party on the Partner Functions tab page. f) Save the master record. 2. Create a sales order for the customer using the following information: Field Name

Value

Order type

OR

Sales organization

1000

Unit 3 Solution 11

TSCM60_1

Solution 11: Enhance a Customer Master Record . Field Name

Value


12

Division

00

Sold-to party

234##

Ship-to party

T-S50B##


5-411


In 10 days

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Fill the relevant fields on the initial screen and press ENTER to call the sales order. c) Maintain the information as listed above.

TSCM60_1

Unit 3 Solution 11

Solution 11: Enhance a Customer Master Record . 3. In the sales order, the system proposes the Incoterms that are maintained in the customer master record. However, for this order, the Incoterms FOB Hamburg should apply. Change the Incoterms accordingly. a) Change the Incoterms on the Sales tab page. 4. Does the change affect the customer master record? ____________________________________________ a) No. The data that is copied from the customer master into the order can be overwritten, if necessary. The customer master record remains unchanged. 5. Save the order and write down the order number. ____________________________________________ a) Choose Sales document > Save .

TSCM60_1

Unit 3 Exercise 12

Exercise 12: Change a Customer Master Record . Some data has to be changed for a particular customer. You make the changes in the customer master record and check the consequences for the existing sales orders. 1. Change a customer master record using the following information: Field Name

Value

Customer

234##

Sales organization

1000


12

Division

00

Data to be changed: Field Name

Value

Street

Sun Street 43

Unit 3 Exercise 12

TSCM60_1

Exercise 12: Change a Customer Master Record . Field Name

Value

Terms of payment

ZB02

2. Save your changes. 3. Check the address of the sold-to party in the sales order that you created previously. Did it change after you changed the customer master record? ____________________________________________ 4. Check the payment terms in the sales order. Did they change after you changed the customer master? ____________________________________________

TSCM60_1

Unit 3 Solution 12

Solution 12: Change a Customer Master Record . Some data has to be changed for a particular customer. You make the changes in the customer master record and check the consequences for the existing sales orders. 1. Change a customer master record using the following information: Field Name

Value

Customer

234##

Sales organization

1000


12

Division

00

Data to be changed: Field Name

Value

Street

Sun Street 43

TSCM60_1

Unit 3 Solution 12

Solution 12: Change a Customer Master Record . Field Name

Value

Terms of payment

ZB02

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Change > Sales and Distribution . b) Enter the customer number and the organizational data on the entry screen of the transaction. c) Press ENTER to call the master record. d) The field values can be changed on the following tab pages: Field Name

Area

Tab page

Street

General data

Address

Unit 3 Solution 12

TSCM60_1

Solution 12: Change a Customer Master Record . Field Name

Area

Tab page

Terms of payment

Sales area data

Billing Documents

2. Save your changes. a) Choose Customer > Save . 3. Check the address of the sold-to party in the sales order that you created previously. Did it change after you changed the customer master record? ____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Display . b) Enter the order number and press ENTER to call the order details. c) You can find the address on the overview screen of the order. It has changed in accordance with the customer master data.

TSCM60_1

Unit 3 Solution 12

Solution 12: Change a Customer Master Record . 4. Check the payment terms in the sales order. Did they change after you changed the customer master? ____________________________________________ a) In the sales order, you find the payment terms on the overview screen of the order. They have not changed. The new terms of payment in the customer master only become effective when you create new sales orders. If required, you would have to change them manually in the existing sales order.

TSCM60_1

Unit 3 Exercise 13

Exercise 13: Display a Customer Master Record . Display the previously entered customer master record for customer Miller. 1. How can you check the sales areas for which the customer record has been maintained in the system? ____________________________________________ ____________________________________________ 2. How can you check when and by whom the customer master was created in the system? ____________________________________________ ____________________________________________ 3. How can you check how, when, and by whom which fields in the customer master were changed in the system? ____________________________________________ ____________________________________________

TSCM60_1

Unit 3 Exercise 13

Exercise 13: Display a Customer Master Record . 4. How can you display a list of orders for the customer from the customer master? ____________________________________________ ____________________________________________ 5. Can you maintain various addresses for the sold-to party in multiple company codes in the customer master record? ____________________________________________ ____________________________________________ ____________________________________________

TSCM60_1

Unit 3 Solution 13

Solution 13: Display a Customer Master Record . Display the previously entered customer master record for customer Miller. 1. How can you check the sales areas for which the customer record has been maintained in the system? ____________________________________________ ____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Display > Sales and Distribution . b) Enter the customer number. c) Choose Customer’s sales areas. 2. How can you check when and by whom the customer master was created in the system? ____________________________________________ ____________________________________________

TSCM60_1

Unit 3 Solution 13

Solution 13: Display a Customer Master Record . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Display > Complete . b) Enter the customer number and press ENTER to call the master record. c) Choose Extras > Administrative Data. 3. How can you check how, when, and by whom which fields in the customer master were changed in the system? ____________________________________________ ____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Display > Complete . b) Enter the customer number and press ENTER to call the master record.

TSCM60_1

Unit 3 Solution 13

Solution 13: Display a Customer Master Record . c) Choose Environment > Account Changes > All Fields to see which fields have been changed. d) To see how and when a field value was changed, position the cursor on the relevant line and click Choose (F2) . e) To see who did the change, position the cursor on the relevant line and click Choose (F2) . 4. How can you display a list of orders for the customer from the customer master? ____________________________________________ ____________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Display > Complete . b) Enter the customer number and press ENTER to call the master record.

TSCM60_1

Unit 3 Solution 13

Solution 13: Display a Customer Master Record . c) Choose Environment > List Documents > Orders. d) Enter the selection criteria and press ENTER. 5. Can you maintain various addresses for the sold-to party in multiple company codes in the customer master record? ____________________________________________ ____________________________________________ ____________________________________________ a) No. The address of the sold-to party is maintained independently of the organizational units.

TSCM60_1


● Create customer master data ● Change customer master data

TSCM60_1

Lesson 2: Maintaining Material Master Data Lesson Objectives After completing this lesson, you will be able to:

●

Create material master data

●

Explain division-specific and cross-division sales

Unit 3 Lesson 2

TSCM60_1

Figure 36: Material Master Data

Unit 3 Lesson 2

TSCM60_1

Figure 37: Material Master Data for Sales and Distribution

Unit 3 Lesson 2

TSCM60_1

Unit 3 Exercise 14

Exercise 14: Create a Material Master Record . You have added a new material to your product range and create the corresponding material master record. You also want to post goods receipts to the stock for this material, and sell it using a sales order. 1. The new material is a headlight, similar to the existing material T-AS1## . To make it easier to enter data for the new material master record, you can use the material T-AS1## as a reference. Create the new material master record using the following data (apart from this data, the material has the same features as those proposed by the system for the reference material T-AS1##). Note: Maintain the views Basic Data 1 , Sales:Sales Org. Data 1 , Sales: General/Plant Data , Sales Text and Accounting 1 .

TSCM60_1

Unit 3 Exercise 14

Exercise 14: Create a Material Master Record . Field Name

Value

Material

(leave the field empty)

Industry sector

Retail

Material type

Trading goods

Copy from material

T-AS1##

Plant

1000

Sales organization

1000


12

Hint: Use the listed organizational units for the reference material too.

TSCM60_1

Unit 3 Exercise 14


Value

Material description (short text)

Headlight 'Simple'

Minimum order quantity

10 pieces

Minimum delivery quantity

5 pieces

Sales price

EUR 20 per piece

Hint: You can navigate to the price master record by choosing Conditions on the Sales: Sales Org. 1 tab page.

Field Name

Value

Sales text

'Material is fragile!'

Price control

S

TSCM60_1

Unit 3 Exercise 14


Value

Standard price

10

2. Save the material master record and write down the material number. ____________________________________________ 3. You are informed that some pieces have already been delivered for the new headlight. Post the corresponding goods receipt using the following information: Field Name

Value

Movement type

561

Plant

1000

Storage Location

0001

Material

Number of your new material

TSCM60_1

Unit 3 Exercise 14


Value

Quantity

200

Hint: Choose the menu path Logistics > Materials Management > Inventory Management > Goods Movement > Goods Receipt > Other to post the goods issue.

4. A customer orders the new material. Create the corresponding sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Unit 3 Exercise 14

TSCM60_1


Value

Division

00

Sold-to party

T-S50A##


5-1311


in 10 days

Material


Order quantity

10 pieces

5. Save the order and write down the order number. _____________________________________ 6. You want to sell your materials through several sales organizations. Is it possible to maintain multiple sales units in the material master according to the sales organization and the distribution channel? __________________________________________________________

TSCM60_1

Unit 3 Exercise 14

Exercise 14: Create a Material Master Record . 7. You want to deliver your materials from various plants. Is it possible to maintain multiple loading groups in the material master according to the plant? __________________________________________________________ __________________________________________________________ 8. Is it possible to maintain multiple minimum order quantities in the material master according to the division? __________________________________________________________ __________________________________________________________

TSCM60_1

Unit 3 Solution 14

Solution 14: Create a Material Master Record . You have added a new material to your product range and create the corresponding material master record. You also want to post goods receipts to the stock for this material, and sell it using a sales order. 1. The new material is a headlight, similar to the existing material T-AS1## . To make it easier to enter data for the new material master record, you can use the material T-AS1## as a reference. Create the new material master record using the following data (apart from this data, the material has the same features as those proposed by the system for the reference material T-AS1##). Note: Maintain the views Basic Data 1 , Sales:Sales Org. Data 1 , Sales: General/Plant Data , Sales Text and Accounting 1 .

TSCM60_1

Unit 3 Solution 14

Solution 14: Create a Material Master Record . Field Name

Value

Material

(leave the field empty)

Industry sector

Retail

Material type

Trading goods

Copy from material

T-AS1##

Plant

1000

Sales organization

1000


12

Hint: Use the listed organizational units for the reference material too.

TSCM60_1

Unit 3 Solution 14


Value

Material description (short text)

Headlight 'Simple'

Minimum order quantity

10 pieces

Minimum delivery quantity

5 pieces

Sales price

EUR 20 per piece

Hint: You can navigate to the price master record by choosing Conditions on the Sales: Sales Org. 1 tab page.

Field Name

Value

Sales text

'Material is fragile!'

Price control

S

Unit 3 Solution 14

TSCM60_1


Value

Standard price

10

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Products > Material > Trading Goods > Create. b) Enter the industry sector and the number for the reference material. c) Press ENTER to call the view selection. d) Select the relevant views. e) Press ENTER to call the Organizational Levels dialog box. f) Enter the relevant organizational units and include them in the Copy from area too.

TSCM60_1

Unit 3 Solution 14

Solution 14: Create a Material Master Record . g) Press ENTER to call the selected views of the material master record. h) Maintain the field values as listed in the exercise. 2. Save the material master record and write down the material number. ____________________________________________ a) In the material master record, choose Save . The material number is assigned internally by the system. 3. You are informed that some pieces have already been delivered for the new headlight. Post the corresponding goods receipt using the following information: Field Name

Value

Movement type

561

Plant

1000

Storage Location

0001

Unit 3 Solution 14

TSCM60_1


Value

Material


Quantity

200

Hint: Choose the menu path Logistics > Materials Management > Inventory Management > Goods Movement > Goods Receipt > Other to post the goods issue.

a) From the SAP Easy Access menu, choose Logistics > Materials Management > Inventory Management > Goods Movement > Goods Receipt > Other . b) Enter the movement type, the plant, and the storage location on the initial screen of the transaction.

TSCM60_1

Unit 3 Solution 14

Solution 14: Create a Material Master Record . c) Press ENTER to call the screen where you can enter the materials and quantities for the goods receipt. d) Enter the material number and the quantity. e) Choose Post . 4. A customer orders the new material. Create the corresponding sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Unit 3 Solution 14

TSCM60_1


Value


5-1311


in 10 days

Material


Order quantity

10 pieces

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Maintain the order type and the organizational units on the initial screen. c) Press ENTER to call the order details. d) Maintain the relevant data. 5. Save the order and write down the order number.

TSCM60_1

Unit 3 Solution 14

Solution 14: Create a Material Master Record . _____________________________________ a) In the sales order, choose Save . 6. You want to sell your materials through several sales organizations. Is it possible to maintain multiple sales units in the material master according to the sales organization and the distribution channel? __________________________________________________________ a) Yes. In the material master, there are various ways to maintain multiple fields, such as the sales units, depending on the sales organization and the distribution channel. 7. You want to deliver your materials from various plants. Is it possible to maintain multiple loading groups in the material master according to the plant? __________________________________________________________ __________________________________________________________

TSCM60_1

Unit 3 Solution 14

Solution 14: Create a Material Master Record . a) Yes. In the material master, there are various ways to maintain multiple fields, such as the loading group, depending on the plant. 8. Is it possible to maintain multiple minimum order quantities in the material master according to the division? __________________________________________________________ __________________________________________________________ a) No. It is not possible to maintain field values in the material master data depending on the division. A division can be uniquely assigned to a material.

TSCM60_1

Figure 38: Cross-Division Sales

Unit 3 Lesson 2

TSCM60_1

Figure 39: Division-Specific Sales

Unit 3 Lesson 2

TSCM60_1


● Create material master data ● Explain division-specific and cross-division sales

TSCM60_1

Unit 3 Lesson 3

Lesson 3: Maintaining Customer-Material Info Records Lesson Objectives After completing this lesson, you will be able to:

●

Create a customer-material info record

TSCM60_1

Figure 40: Customer-Material Info Record

Unit 3 Lesson 3

TSCM60_1

Figure 41: Order Entry Using Customer-Material Info Records

Unit 3 Lesson 3

Unit 3 Exercise 15

TSCM60_1

Exercise 15: Create a Customer-Material Info Record . Some major customers usually order materials using their own material numbers. To facilitate sales order processing, you use the customer-material information master data. 1. One of your major customers orders materials using their own material numbers. Create a customer-material info record using the following data: Field Name

Value

Customer

T-S50A##

Sales Organization

1000


12

Material number

T-AS1##

Customer material number

K-4711-##

Customer material description

Headlight 4711

2. The customer now places an order for the first time using their own material number. Create the corresponding sales order using the following information:

Unit 3 Exercise 15

TSCM60_1

Exercise 15: Create a Customer-Material Info Record . Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


5-1911


in 10 days


K-4711-##

Order quantity

10 pieces

3. Save the order and write down the order number. _____________________________________

Unit 3 Exercise 15

TSCM60_1

Exercise 15: Create a Customer-Material Info Record . 4. Create an outbound delivery for the previous sales order using the following information: Field Name

Value

Shipping Point

Z0##

Selection Date

in 20 days

Order

The order number of your last order

5. Save the outbound delivery and write down the order number. ____________________________________________ 6. Is the customer material number available on the delivery note?

TSCM60_1

Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record . Some major customers usually order materials using their own material numbers. To facilitate sales order processing, you use the customer-material information master data. 1. One of your major customers orders materials using their own material numbers. Create a customer-material info record using the following data: Field Name

Value

Customer

T-S50A##

Sales Organization

1000


12

Material number

T-AS1##


K-4711-##

Customer material description

Headlight 4711

TSCM60_1

Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Agreements > Customer Material Information > Create . b) Enter the customer number and the organizational data on the initial screen. c) Press ENTER to call the details of the master record. d) Enter the material number in the first column of the first empty line. e) Select the line and choose Info Record Details (F2) . f) Maintain the further information. g) Choose Save . 2. The customer now places an order for the first time using their own material number. Create the corresponding sales order using the following information:

Unit 3 Solution 15

TSCM60_1

Solution 15: Create a Customer-Material Info Record . Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


5-1911


in 10 days


K-4711-##

Order quantity

10 pieces

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create .

TSCM60_1

Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record . b) Enter the order type and the organizational data on the initial screen of the transaction. c) Press ENTER to call the order details. d) Enter the relevant field values. 3. Save the order and write down the order number. _____________________________________ a) In the sales order, choose Save . 4. Create an outbound delivery for the previous sales order using the following information: Field Name

Value

Shipping Point

Z0##

Selection Date

in 20 days

Unit 3 Solution 15

TSCM60_1

Solution 15: Create a Customer-Material Info Record . Field Name

Value

Order

The order number of your last order

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Enter the field values on the initial screen of the transaction. c) Press ENTER to call the details of the delivery. 5. Save the outbound delivery and write down the order number. ____________________________________________ a) In the outbound delivery, choose Save . 6. Is the customer material number available on the delivery note?

TSCM60_1

Unit 3 Solution 15

Solution 15: Create a Customer-Material Info Record . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Display . b) Enter the delivery number (do not press ENTER). c) Choose Outbound Delivery > Issue Delivery Output . d) Select the line with the message type LD00. e) Choose Print Preview . f) The customer material number is available on the delivery note.

TSCM60_1


● Create a customer-material info record

TSCM60_1

Unit 3 Lesson 4

Lesson 4: Maintaining Condition Master Data for Pricing Lesson Objectives After completing this lesson, you will be able to:

●

Create condition master data

TSCM60_1

Figure 42: Condition Master Data

Unit 3 Lesson 4

TSCM60_1

Figure 43: Condition Master Records in Pricing

Unit 3 Lesson 4

TSCM60_1

Figure 44: Pricing in Sales Orders

Unit 3 Lesson 4

TSCM60_1

Unit 3 Exercise 16

Exercise 16: Create a Condition Master Record (Sales Price) . You have to define certain price agreements for some major customers. Since these customers place orders frequently, they should receive lower prices for some materials, depending on the quantity ordered. Since it is not necessary to enter these agreements every time you create an order, you want to use the automatic pricing function in the system and create the appropriate condition master data. 1. Create a condition master record using the following information: Field Name

Value

Condition Type

PR00

Sales Organization

1000


12

Customer

T-S50A##

Material

T-AS1##

TSCM60_1

Unit 3 Exercise 16

Exercise 16: Create a Condition Master Record (Sales Price) . The price for the material should depend on the order quantity. Therefore maintain the following price scale: Scale quantity Amount 1 piece

EUR 29 per piece

10 pieces

EUR 28 per piece

100 pieces

EUR 27 per piece

2. After saving the price agreement with the major customer in the system, you receive another order. Create a sales order based on the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Unit 3 Exercise 16

TSCM60_1

Exercise 16: Create a Condition Master Record (Sales Price) . Field Name

Value

Sold-to party

T-S50A##


5-2311


in 10 days

Material

T-AS1##

Order Quantity

20 pieces

3. During order entry, you want to make sure that the automatic pricing function has determined the correct prices for material T-AS1##. Which price per piece was determined by the system? _______________________________________ 4. Save the order and write down the order number. ______________________________________

TSCM60_1

Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price) . You have to define certain price agreements for some major customers. Since these customers place orders frequently, they should receive lower prices for some materials, depending on the quantity ordered. Since it is not necessary to enter these agreements every time you create an order, you want to use the automatic pricing function in the system and create the appropriate condition master data. 1. Create a condition master record using the following information: Field Name

Value

Condition Type

PR00

Sales Organization

1000


12

Customer

T-S50A##

Material

T-AS1##

Unit 3 Solution 16

TSCM60_1

Solution 16: Create a Condition Master Record (Sales Price) . The price for the material should depend on the order quantity. Therefore maintain the following price scale: Scale quantity Amount 1 piece

EUR 29 per piece

10 pieces

EUR 28 per piece

100 pieces

EUR 27 per piece

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Conditions > Select Using Condition Type > Create . b) Enter the condition type PR00 and press ENTER to continue. c) In the dialog box, choose the key combination Customer/material with release status . d) Press ENTER to call the details of the master record.

TSCM60_1

Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price) . e) Enter the organizational units, the customer number, and the material number. f) Press ENTER to confirm your entries. g) Select the line in which you entered the material number. h) Choose Goto > Scales . i) Maintain the price scale. j) Choose Condition > Save . 2. After saving the price agreement with the major customer in the system, you receive another order. Create a sales order based on the following information: Field Name

Value

Order Type

OR

Sales Organization

1000

Unit 3 Solution 16

TSCM60_1

Solution 16: Create a Condition Master Record (Sales Price) . Field Name

Value


12

Division

00

Sold-to party

T-S50A##


5-2311


in 10 days

Material

T-AS1##

Order Quantity

20 pieces

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the organizational information and the order type on the initial screen of the transaction.

TSCM60_1

Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price) . c) Press ENTER to call the order details. d) Maintain the relevant information in the sales order. 3. During order entry, you want to make sure that the automatic pricing function has determined the correct prices for material T-AS1##. Which price per piece was determined by the system? _______________________________________ a) In the sales order, select item 10. b) Choose Goto > Item > Conditions . c) The system has determined a price of EUR 28 per piece. 4. Save the order and write down the order number. ______________________________________ a) In the sales order, choose Sales document > Save .

TSCM60_1

Unit 3 Solution 16

Solution 16: Create a Condition Master Record (Sales Price) . The document number is assigned internally by the system.

Unit 3 Exercise 17

TSCM60_1

Exercise 17: Create a Condition Master Record (Discount) . You have to maintain a specific discount for a customer. Depending on the value of an order item, the customer should be granted a percentage discount. 1. Create a condition master record using the following information: You have agreed with customer T-S50A## that, from now on , they are to be granted a percentage discount for all materials, depending on the item value. Field Name

Value

Condition Type

K007

Sales Organization

1000


12

Division

00

Customer

T-S50A##

Maintain the following discount scale:

TSCM60_1

Unit 3 Exercise 17

Exercise 17: Create a Condition Master Record (Discount) . Scale value

Amount

EUR 100

-1%

EUR 500

-2%

EUR 1,000

-3%

2. Your customer places the next order. Create the corresponding sales order based on the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Unit 3 Exercise 17

TSCM60_1

Exercise 17: Create a Condition Master Record (Discount) . Field Name

Value


5-2511


in 10 days

Material

T-AS1##

Order Quantity

10 pieces

3. During order entry, you want to make sure that the automatic pricing function has determined the correct discount. Which customer discount was determined by the system? _______________________________________ 4. Save the order and write down the order number. ______________________________________

Unit 3 Solution 17

TSCM60_1

Solution 17: Create a Condition Master Record (Discount) . You have to maintain a specific discount for a customer. Depending on the value of an order item, the customer should be granted a percentage discount. 1. Create a condition master record using the following information: You have agreed with customer T-S50A## that, from now on , they are to be granted a percentage discount for all materials, depending on the item value. Field Name

Value

Condition Type

K007

Sales Organization

1000


12

Division

00

Customer

T-S50A##

Maintain the following discount scale:

Unit 3 Solution 17

TSCM60_1

Solution 17: Create a Condition Master Record (Discount) . Scale value

Amount

EUR 100

-1%

EUR 500

-2%

EUR 1,000

-3%

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Conditions > Select Using Condition Type > Create . b) Enter the condition type K007 and press ENTER to continue. c) Enter the organizational units and the customer number. d) Press ENTER to confirm your entries. e) Select the line in which you entered the customer number.

TSCM60_1

Unit 3 Solution 17

Solution 17: Create a Condition Master Record (Discount) . f) Choose Goto > Scales . g) Maintain the discount scale. h) Choose Condition > Save . 2. Your customer places the next order. Create the corresponding sales order based on the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


5-2511

Unit 3 Solution 17

TSCM60_1

Solution 17: Create a Condition Master Record (Discount) . Field Name

Value


in 10 days

Material

T-AS1##

Order Quantity

10 pieces

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the organizational information and the order type on the initial screen of the transaction. c) Press ENTER to call the order details. d) Maintain the relevant information in the sales order. 3. During order entry, you want to make sure that the automatic pricing function has determined the correct discount.

TSCM60_1

Unit 3 Solution 17

Solution 17: Create a Condition Master Record (Discount) . Which customer discount was determined by the system? _______________________________________ a) In the sales order, select your item. b) Choose Goto > Item > Conditions . c) The system has determined the customer discount K007 (-1%) based on the corresponding master record. 4. Save the order and write down the order number. ______________________________________ a) In the sales order, choose Sales document > Save . The document number is assigned internally by the system.

TSCM60_1

Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master Data . Questions on condition master data in pricing.

TSCM60_1

Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master Data . Which condition master data categories (4) can be used in pricing?

TSCM60_1

Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master Data . You want to sell your materials through multiple distribution channels. Is it possible to maintain the prices in the condition master in different ways according to the distribution channel?

TSCM60_1

Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master Data . You have entered a sales order. By doing so, prices were determined by the automatic pricing function. Can you change the prices manually when entering the order?

TSCM60_1

Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master Data . During sales order processing, you use various divisions. However, you always want to use the same condition master data for all divisions. To avoid unnecessary maintenance of condition master data for multiple divisions, you would like to configure the system in such a way that the condition master data of division 00 is also valid for divisions 01 and 02. Is this possible?

TSCM60_1

Unit 3 Exercise 18

Exercise 18: Understand the Background of Condition Master Data . Is it possible to make these settings for frequently used customer and material master data as well?

TSCM60_1

Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master Data . Questions on condition master data in pricing.

TSCM60_1

Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master Data . Which condition master data categories (4) can be used in pricing?

. Prices, surcharges/discounts, freights, taxes.

TSCM60_1

Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master Data . You want to sell your materials through multiple distribution channels. Is it possible to maintain the prices in the condition master in different ways according to the distribution channel?

. Yes. Usually, the price is maintained according to the sales organization and the distribution channel. The price can also be maintained according to further criteria (the customer, for example).

TSCM60_1

Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master Data . You have entered a sales order. By doing so, prices were determined by the automatic pricing function. Can you change the prices manually when entering the order?

. Yes. Usually, during order entry, you can overwrite the price manually. However, it is possible to restrict this by making the relevant settings in Customizing or in the condition record.

TSCM60_1

Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master Data . During sales order processing, you use various divisions. However, you always want to use the same condition master data for all divisions. To avoid unnecessary maintenance of condition master data for multiple divisions, you would like to configure the system in such a way that the condition master data of division 00 is also valid for divisions 01 and 02. Is this possible?

. Yes. In Customizing, you can set up division 00 as a representative division and reference divisions 01 and 02 to it. In this way, the condition master data of division 00 is also valid for divisions 01 and 02.

TSCM60_1

Unit 3 Solution 18

Solution 18: Understand the Background of Condition Master Data . Is it possible to make these settings for frequently used customer and material master data as well?

. For customer master data, it is possible to configure frequently used master data for the divisions. For material master data, this is only possible for distribution channels, since the division in the material master is not used as an organizational unit where the dependent material master data would be maintained.

TSCM60_1


● Create condition master data

TSCM60_1

Lesson 5: Master Data - Explaining Additional Topics Lesson Objectives After completing this lesson, you will be able to:

●

Display output master data

●

Explain the concept of common master data

●

Complete incomplete documents

Unit 3 Lesson 5

TSCM60_1

Figure 45: Relevance of Output Master Data

Unit 3 Lesson 5

TSCM60_1

Figure 46: Common Master Data - Distribution Channels

Unit 3 Lesson 5

TSCM60_1

Figure 47: Common Master Data - Divisions

Unit 3 Lesson 5

TSCM60_1

Figure 48: Incompletion Log

Unit 3 Lesson 5

TSCM60_1

Unit 3 Exercise 19

Exercise 19: Handle Incomplete Sales Documents . Sales documents are sometimes incomplete after creation (due to incomplete master data, for example). Therefore, you have to know how incomplete sales documents can be identified and completed. You will now create an incomplete sales order and then perform the necessary steps to complete it. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Material

T-AS1##

Order quantity

10

TSCM60_1

Unit 3 Exercise 19

Exercise 19: Handle Incomplete Sales Documents . Ensure that the purchase order number field remains empty and remove the automatically determined plant from item 10. 2. Save the incomplete sales order and write down the order number. ______________________________________________________ 3. Try to create the outbound delivery with reference to the incomplete order using the shipping point Z0## and today in 10 days as the selection date. Is it possible? _____________________ 4. Use the list of incomplete orders to look for your incomplete documents. 5. Complete the sales order using the following information: Field Name

Value


3-991

Delivering plant

1000

TSCM60_1

Unit 3 Exercise 19

Exercise 19: Handle Incomplete Sales Documents . 6. Save the sales order again. 7. Try to create the outbound delivery a second time. Is it possible now? ______________________

TSCM60_1

Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents . Sales documents are sometimes incomplete after creation (due to incomplete master data, for example). Therefore, you have to know how incomplete sales documents can be identified and completed. You will now create an incomplete sales order and then perform the necessary steps to complete it. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Material

T-AS1##

Unit 3 Solution 19

TSCM60_1

Solution 19: Handle Incomplete Sales Documents . Field Name

Value

Order quantity

10

Ensure that the purchase order number field remains empty and remove the automatically determined plant from item 10. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Press ENTER to call the order details. d) Maintain the field values on the overview screen.

Unit 3 Solution 19

TSCM60_1

Solution 19: Handle Incomplete Sales Documents . Hint: When the warning message concerning the purchase order number appears, press ENTER to continue.

e) Navigate to the Shipping tab page. f) Remove the field value for the plant. 2. Save the incomplete sales order and write down the order number. ______________________________________________________ a) Within the sales order, choose Sales Document > Save . b) A dialog box appears, asking if you want to save the order even though it is incomplete. Choose Save .

TSCM60_1

Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents . 3. Try to create the outbound delivery with reference to the incomplete order using the shipping point Z0## and today in 10 days as the selection date. Is it possible? _____________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Enter the shipping point and the selection date on the initial screen of the transaction. c) Press ENTER to create the outbound delivery. d) The system states that the order cannot be delivered since it is incomplete. 4. Use the list of incomplete orders to look for your incomplete documents. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Information System > Orders > Incomplete Orders .

Unit 3 Solution 19

TSCM60_1

Solution 19: Handle Incomplete Sales Documents . b) Ensure that your user ID is maintained in the Created By field. c) Choose Program > Execute to start the selection. d) Your incomplete order is displayed in the list. 5. Complete the sales order using the following information: Field Name

Value


3-991

Delivering plant

1000

a) In the list of incomplete orders, select the line with your incomplete order. b) Choose Goto > Edit incompletion to navigate to the incompletion log. c) Select the line with the PO number in the list of missing data.

TSCM60_1

Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents . d) Choose Edit > Complete data . e) Enter the purchase order number in the respective field. f) Choose Goto > Back to navigate to the incompletion log again. As you can see, the purchase order number is no longer listed as missing data. g) Select the line with the Plant in the list of missing data. h) Choose Edit > Complete data . i) Enter the plant in the respective field. j) Choose Goto > Back to navigate to the incompletion log again. Instead of displaying the incompletion log again, the system states that the document is complete. 6. Save the sales order again.

TSCM60_1

Unit 3 Solution 19

Solution 19: Handle Incomplete Sales Documents . a) In the sales order, choose Sales Document > Save . By doing so, you will automatically navigate back to the list of incomplete orders. 7. Try to create the outbound delivery a second time. Is it possible now? ______________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Enter the shipping point Z0## and the selection date (today in 10 days) on the initial screen of the transaction. c) Press ENTER to create the outbound delivery. d) The system can now create the outbound delivery. You do not have to save the document.

TSCM60_1


● Display output master data ● Explain the concept of common master data ● Complete incomplete documents

Unit 4: Automatic Data Determination and Shipment Scheduling Lesson 1: Analysing the Results of Automatic Data Determination Lesson 2: Analysing the Results of Delivery and Transportation Scheduling

TSCM60_1

Lesson 1: Analysing the Results of Automatic Data Determination Lesson Objectives After completing this lesson, you will be able to:

●

Check the results of automatic data determination

Unit 4 Lesson 1

TSCM60_1

Figure 49: Determining the Delivering Plant Automatically

Unit 4 Lesson 1

TSCM60_1

Figure 50: Shipping Points per Delivering Plant

Unit 4 Lesson 1

TSCM60_1

Figure 51: Determining the Shipping Point Automatically

Unit 4 Lesson 1

TSCM60_1

Figure 52: Route Structure

Unit 4 Lesson 1

TSCM60_1

Figure 53: Determining the Route Automatically

Unit 4 Lesson 1

TSCM60_1

Unit 4 Exercise 20

Exercise 20: Check the Results of Automatic Data Determination . When you create sales orders, some important field values can be determined automatically by the system. You will create a sales order and verify the automatic determination of the relevant shipping points and transportation routes. 1. Create a sales order using the following information: Field Name

Value

Order Type

ZA##

Sales Organization

1000


12

Division

00

Sold-to party

T-S50B##


6-111

Unit 4 Exercise 20

TSCM60_1

Exercise 20: Check the Results of Automatic Data Determination . Field Name

Value


in 10 days

Material

Order Quantity

T-AS1##

7

T-AS2##

8

2. Which delivering plants have been automatically determined for both items? Item 10: ___________________________________________ Item 20: ___________________________________________ 3. When determining the correct value for the delivering plant, the system checks 3 master data sources in which the delivering plant can be specified. What are these sources?

TSCM60_1

Unit 4 Exercise 20

Exercise 20: Check the Results of Automatic Data Determination . ___________________________________________ ___________________________________________ ___________________________________________ 4. From which master data source does the value for the delivering plant in item 10 come? ___________________________________________ 5. Which shipping points have been automatically determined for both items of the sales order? Item 10: ___________________________________________ Item 20: ___________________________________________ 6. The system uses 3 criteria to determine the shipping point. What are they? ___________________________________________

TSCM60_1

Unit 4 Exercise 20

Exercise 20: Check the Results of Automatic Data Determination . ___________________________________________ ___________________________________________ 7. Which values for the 3 criteria have been used to automatically determine the shipping point for item 10? ________________________________________________ ________________________________________________ ________________________________________________ 8. Which routes have been determined for both items? Item 10: ___________________________________________ Item 20: ___________________________________________ 9. Save the order and write down the document number. _______________________________________________

TSCM60_1

Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data Determination . When you create sales orders, some important field values can be determined automatically by the system. You will create a sales order and verify the automatic determination of the relevant shipping points and transportation routes. 1. Create a sales order using the following information: Field Name

Value

Order Type

ZA##

Sales Organization

1000


12

Division

00

Sold-to party

T-S50B##


6-111

Unit 4 Solution 20

TSCM60_1

Solution 20: Check the Results of Automatic Data Determination . Field Name

Value


in 10 days

Material

Order Quantity

T-AS1##

7

T-AS2##

8

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen. c) Press ENTER to call the order details. d) Maintain the relevant fields.

TSCM60_1

Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data Determination . 2. Which delivering plants have been automatically determined for both items? Item 10: ___________________________________________ Item 20: ___________________________________________ a) In the sales order, you can find the field values that were determined for the delivering plants on the Sales tab page. Plant 1000 has been determined for both items. 3. When determining the correct value for the delivering plant, the system checks 3 master data sources in which the delivering plant can be specified. What are these sources? ___________________________________________ ___________________________________________ ___________________________________________

TSCM60_1

Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data Determination . a) The customer-material information record, the customer master record of the ship-to party, and the material master record. 4. From which master data source does the value for the delivering plant in item 10 come? ___________________________________________ a) You do not want to leave the order now, so choose System > Create Session to start a new session. b) From the SAP Easy Access menu of the new session, choose Logistics > Sales and Distribution > Master Data > Agreements > Customer Material Information > Display . c) Enter customer T-S50B##, sales organization 1000, distribution channel 12, and material T-AS1##.

TSCM60_1

Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data Determination . d) Choose Execute (F8) to start the selection. The system is unable to find a corresponding master record, so the value for the delivering plant is not taken from a customer-material information record. e) To check the next option, go back to the session in which you still have the sales order on the screen. f) Choose Environment > Display Ship To Party. g) On the Shipping tab page in the Sales Area Data 1000 is maintained as relevant delivering plant. 5. Which shipping points have been automatically determined for both items of the sales order? Item 10: ___________________________________________ Item 20: ___________________________________________

TSCM60_1

Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data Determination . a) In the sales order, choose the Shipping tab page. The shipping point Z0## has been determined for both items. 6. The system uses 3 criteria to determine the shipping point. What are they? ___________________________________________ ___________________________________________ ___________________________________________ a) The system can determine the shipping point of a sales order item by using the delivering plant, shipping conditions, and loading group as criteria. 7. Which values for the 3 criteria have been used to automatically determine the shipping point for item 10? ________________________________________________ ________________________________________________

TSCM60_1

Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data Determination . ________________________________________________ a) You can find the relevant delivering plant for item 10 on the Sales tab page of the sales order. It is delivering plant 1000. b) To check the shipping conditions, choose Goto > Header > Shipping within the sales order. The shipping condition equals ## Standard. The code for the shipping condition is ##+50 (60 for group 10, for example). c) Choose Goto > Back to navigate back to the overview screen of the sales order. d) Select item 10. e) Choose Environment > Display material to navigate to the material master record. f) Choose the Sales: General/Plant tab page. The relevant value for the loading group is 0003 .

TSCM60_1

Unit 4 Solution 20

Solution 20: Check the Results of Automatic Data Determination . 8. Which routes have been determined for both items? Item 10: ___________________________________________ Item 20: ___________________________________________ a) The automatically determined routes can also be found on the Shipping tab page. Route R00030 applies for both items. 9. Save the order and write down the document number. _______________________________________________ a) Within the sales order, choose Sales Document > Save . The document number is assigned internally by the system.

TSCM60_1


● Check the results of automatic data determination

TSCM60_1

Unit 4 Lesson 2

Lesson 2: Analysing the Results of Delivery and Transportation Scheduling Lesson Objectives After completing this lesson, you will be able to:

●

Check the results of delivery and transportation scheduling

TSCM60_1

Figure 54: Backward Scheduling

Unit 4 Lesson 2

TSCM60_1

Figure 55: Forward Scheduling

Unit 4 Lesson 2

TSCM60_1

Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation Scheduling . When entering an order, you would like to check if the requested delivery date can be met. If the requested delivery date cannot be confirmed, the customer is offered the first possible delivery date. You now check on which dates the individual work stages for shipping and transportation processing must begin for the ordered products to get to the customer on time. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

TSCM60_1

Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation Scheduling . Field Name

Value


6-411


in 10 days

Material

Order quantity

Ship-to party

T-AS1##

5

T-S50A##

T-AS3##

1

T-S50B##

Hint: To maintain the different ship-to-party for the second item, branch to the item details and choose the Partners tab page. Overwrite the automatically determined partner for the ship-to party with the ship-to party specified above.

Unit 4 Exercise 21

TSCM60_1

Exercise 21: Check the Results of Delivery and Transportation Scheduling . Allow the system to redetermine the plant and the shipping point when the corresponding pop-up appears. 2. Determine the shipping dates for the confirmed schedule line of item 10 and write them down. Field Name

Value

Delivery date Goods issue date Loading date Transportation planning date 3. Save the order and write down the document number. _______________________________________________

TSCM60_1

Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation Scheduling . 4. Which of the steps for shipping and transportation processing must be completed so that loading can be performed on the determined loading date? ____________________________________________________________ ____________________________________________________________ Hint: You can use the F1 help to call information about the tasks and the use of different dates in delivery and transportation scheduling.

5. To check the effects of your delivery and transportation scheduling, you now create an outbound delivery with reference to the last sales order. Use the following information: Field Name

Value

Shipping point

Z0##

Unit 4 Exercise 21

TSCM60_1

Exercise 21: Check the Results of Delivery and Transportation Scheduling . Field Name

Value

Selection date

today

Order

order number of the last order

Can the outbound delivery be created? ______________________________________________ 6. Try to create the outbound delivery again using the material availability date of one of the items of your order as the selection date. Can you deliver the order now? ____________________________________________________________ Do NOT save the outbound delivery.

TSCM60_1

Unit 4 Exercise 21

Exercise 21: Check the Results of Delivery and Transportation Scheduling . Hint: If you have accidentally saved the outbound delivery, delete the delivery document with the transaction: Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Change > Single Document. Enter the number of the outbound delivery in the respective field and choose Outbound Delivery > Delete .

TSCM60_1

Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation Scheduling . When entering an order, you would like to check if the requested delivery date can be met. If the requested delivery date cannot be confirmed, the customer is offered the first possible delivery date. You now check on which dates the individual work stages for shipping and transportation processing must begin for the ordered products to get to the customer on time. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

TSCM60_1

Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation Scheduling . Field Name

Value


6-411


in 10 days

Material

Order quantity

Ship-to party

T-AS1##

5

T-S50A##

T-AS3##

1

T-S50B##

Hint: To maintain the different ship-to-party for the second item, branch to the item details and choose the Partners tab page. Overwrite the automatically determined partner for the ship-to party with the ship-to party specified above.

TSCM60_1

Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation Scheduling . Allow the system to redetermine the plant and the shipping point when the corresponding pop-up appears. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational data on the initial screen. c) Press ENTER to call the order details. d) Maintain the relevant information on the overview screen of the sales order. e) Double-click item 20 to navigate to the item details. f) Choose the Partners tab page. g) In the Partner column, change the ship-to party as requested.

TSCM60_1

Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation Scheduling . h) Press ENTER to confirm the change of the ship-to party. i) Confirm the two information messages by pressing ENTER. j) In the Adjust item pop-up, click on Redetermine to allow the system to redetermine the plant and the shipping point for the item. 2. Determine the shipping dates for the confirmed schedule line of item 10 and write them down. Field Name Delivery date Goods issue date Loading date Transportation planning date

Value

TSCM60_1

Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation Scheduling . a) In the sales order, double-click item 10 to navigate to the item details. b) Navigate to the Schedule lines tab page. c) Select the second schedule line with the confirmed quantity of 5 pieces. d) Click the Shipping button below the schedule lines. The different dates are displayed here. 3. Save the order and write down the document number. _______________________________________________ a) In the sales order, choose Sales Document > Save . The document number is assigned internally by the system. 4. Which of the steps for shipping and transportation processing must be completed so that loading can be performed on the determined loading date?

Unit 4 Solution 21

TSCM60_1

Solution 21: Check the Results of Delivery and Transportation Scheduling . ____________________________________________________________ ____________________________________________________________ Hint: You can use the F1 help to call information about the tasks and the use of different dates in delivery and transportation scheduling.

a) Preparation (picking and packing) and transportation planning must be completed so that loading can begin on time. 5. To check the effects of your delivery and transportation scheduling, you now create an outbound delivery with reference to the last sales order. Use the following information:

Unit 4 Solution 21

TSCM60_1

Solution 21: Check the Results of Delivery and Transportation Scheduling . Field Name

Value

Shipping point

Z0##

Selection date

today

Order

order number of the last order

Can the outbound delivery be created? ______________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Enter the relevant field values on the initial screen of the transaction. c) Press ENTER to create the outbound delivery.

TSCM60_1

Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation Scheduling . d) The outbound delivery cannot be created, since no schedule lines of the order are due for delivery creation to date. 6. Try to create the outbound delivery again using the material availability date of one of the items of your order as the selection date. Can you deliver the order now? ____________________________________________________________ Do NOT save the outbound delivery. Hint: If you have accidentally saved the outbound delivery, delete the delivery document with the transaction: Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Change > Single Document. Enter the number of the outbound delivery in the respective field and choose Outbound Delivery > Delete .

TSCM60_1

Unit 4 Solution 21

Solution 21: Check the Results of Delivery and Transportation Scheduling . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) On the initial screen, enter the shipping point, the order number, and the material availability date of one of the order items as the selection date. c) Press ENTER to create the outbound delivery. d) Now the outbound delivery can be created. Shipping processing must begin on the material availability date for the goods to arrive at the customer’s location on the confirmed delivery date.

TSCM60_1


● Check the results of delivery and transportation scheduling

Unit 5: Collective Processing in Sales and Distribution Lesson 1: Executing Collective Processing in Sales and Distribution

TSCM60_1

Unit 5 Lesson 1

Lesson 1: Executing Collective Processing in Sales and Distribution Lesson Objectives After completing this lesson, you will be able to:

●

Explain the idea of worklists

●

Create outbound deliveries via collective processing

●

Complete shipping functions via collective processing

●

Create billing documents via collective processing

TSCM60_1

Figure 56: Usage of Worklists

Unit 5 Lesson 1

TSCM60_1

Unit 5 Lesson 1

Procedure: To use Worklists for Collective Processing in Sales and Distribution You want to create a follow-up document within a sales and distribution process via collective processing. 1. Start the transaction to create the respective documents (for example, outbound deliveries) via collective processing. 2. Enter the appropriate selection criteria to select the documents (for example, sales orders), for which you want to create the corresponding follow-up documents (for example, outbound deliveries). 3. In the results list for your selection, choose the desired documents and create the follow-up documents directly. 4. In some cases (creation of outbound deliveries, creation of billing documents) the system provides a log that you can use to retrace the collective run.

TSCM60_1

Figure 57: Collective Processing of the Delivery Due List

Unit 5 Lesson 1

TSCM60_1

Figure 58: Examples for Creation of Outbound Deliveries

Unit 5 Lesson 1

TSCM60_1

Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective Processing . Although you enter orders one at a time, the corresponding follow-up documents are usually created using collective processing. In this way, multiple documents can be created in one step. You will now create two sales orders and then use collective processing to create the corresponding outbound deliveries. Caution: If you have already performed the exercises in the Automatic Data Determination and Shipment Scheduling unit, you do not need to create the two orders!

1. Create the first sales order using the following information: Field Name

Value

Order Type

ZA##

Sales Organization

1000

Unit 5 Exercise 22

TSCM60_1

Exercise 22: Create Outbound Deliveries via Collective Processing . Field Name

Value


12

Division

00

Sold-to party

T-S50B##


6-111


in 10 days

Material

Order Quantity

T-AS1##

7

T-AS2##

8

Save the sales order.

TSCM60_1

Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective Processing . 2. Create the second sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


6-411


in 10 days

Material

Order quantity

Ship-to party

T-AS1##

5

T-S50A##

Unit 5 Exercise 22

TSCM60_1

Exercise 22: Create Outbound Deliveries via Collective Processing . Material

Order quantity

Ship-to party

T-AS3##

1

T-S50B##

Hint: To maintain the different ship-to party for the second item, branch to the item details and choose the Partners tab page. Overwrite the automatically determined partner for the ship-to party with the ship-to party specified above.

Allow the system to redetermine the plant and the shipping point when the corresponding dialog box appears. Then save the order. 3. Start the collective processing of documents due for delivery using the following information:

Unit 5 Exercise 22

TSCM60_1

Exercise 22: Create Outbound Deliveries via Collective Processing . Field Name

Value

Shipping point

Z0##

Delivery creation date

From start of this week to today in four weeks

Ship-to party

T-S50A## and T-S50B##

Hint: Choose the Multiple selection icon to enter single ship-to party numbers on the selection screen.

4. Why does at least one of the orders that you created appear twice in the list? ____________________________________________________ ____________________________________________________

Unit 5 Exercise 22

TSCM60_1

Exercise 22: Create Outbound Deliveries via Collective Processing . 5. Via which routes will the outbound deliveries be shipped? _____________ _____________ 6. Select only those lines that refer to the two orders you created beforehand, and start the creation of the corresponding outbound deliveries in the background. Hint: Use the CTRL key to select multiple lines.

7. Display the collective processing log. Note the group (log) number. Group number: ________________________________________ 8. How many outbound deliveries have been created? Number of outbound deliveries: _______________________________ 9. Determine the document numbers of the outbound deliveries.

TSCM60_1

Unit 5 Exercise 22

Exercise 22: Create Outbound Deliveries via Collective Processing . _____________ _____________ _____________

TSCM60_1

Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective Processing . Although you enter orders one at a time, the corresponding follow-up documents are usually created using collective processing. In this way, multiple documents can be created in one step. You will now create two sales orders and then use collective processing to create the corresponding outbound deliveries. Caution: If you have already performed the exercises in the Automatic Data Determination and Shipment Scheduling unit, you do not need to create the two orders!

1. Create the first sales order using the following information: Field Name

Value

Order Type

ZA##

Sales Organization

1000

Unit 5 Solution 22

TSCM60_1

Solution 22: Create Outbound Deliveries via Collective Processing . Field Name

Value


12

Division

00

Sold-to party

T-S50B##


6-111


in 10 days

Material

Order Quantity

T-AS1##

7

T-AS2##

8

Save the sales order.

TSCM60_1

Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective Processing . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen. c) Press ENTER to call the order details. d) Maintain the relevant fields. e) Choose Sales Document > Save . 2. Create the second sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

TSCM60_1

Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective Processing . Field Name

Value

Division

00

Sold-to party

T-S50A##


6-411


in 10 days

Material

Order quantity

Ship-to party

T-AS1##

5

T-S50A##

T-AS3##

1

T-S50B##

Unit 5 Solution 22

TSCM60_1

Solution 22: Create Outbound Deliveries via Collective Processing . Hint: To maintain the different ship-to party for the second item, branch to the item details and choose the Partners tab page. Overwrite the automatically determined partner for the ship-to party with the ship-to party specified above.

Allow the system to redetermine the plant and the shipping point when the corresponding dialog box appears. Then save the order. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational data on the initial screen. c) Press ENTER to call the order details.

TSCM60_1

Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective Processing . d) Maintain the relevant information on the overview screen of the sales order. e) Double-click item 20 to call the item details. f) Choose the Partners tab page. g) In the Partner column, change the ship-to party as requested. h) Press ENTER to confirm the change of the ship-to party. i) Confirm the two information messages by pressing ENTER. j) In the Adjust item dialog box, choose Redetermine to allow the system to redetermine the plant and the shipping point for the item. k) Choose Sales Document > Save to save the order.

TSCM60_1

Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective Processing . 3. Start the collective processing of documents due for delivery using the following information: Field Name

Value

Shipping point

Z0##

Delivery creation date

From start of this week to today in four weeks

Ship-to party


Hint: Choose the Multiple selection icon to enter single ship-to party numbers on the selection screen.

TSCM60_1

Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective Processing . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Collective Processing of Documents Due for Delivery > Sales Orders . b) Enter the selection criteria given in the exercise. c) To include two ship-to party numbers, choose Multiple selection in the respective line. d) Enter the two ship-to party numbers in the Multiple Selection for Ship-to Party dialog box. e) Choose Copy (F8) to copy the values to the selection screen. f) Choose Program > Execute to start the selection. 4. Why does at least one of the orders that you created appear twice in the list?

TSCM60_1

Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective Processing . ____________________________________________________ ____________________________________________________ a) Since this sales order consists of two items with different ship-to parties (and routes), the items in this sales order must be processed further using two outbound deliveries. 5. Via which routes will the outbound deliveries be shipped? _____________ _____________ a) Take a look at the Route column. b) Routes R00025 and R00030 have been determined. 6. Select only those lines that refer to the two orders you created beforehand, and start the creation of the corresponding outbound deliveries in the background.

Unit 5 Solution 22

TSCM60_1

Solution 22: Create Outbound Deliveries via Collective Processing . Hint: Use the CTRL key to select multiple lines.

a) In the list, select the relevant lines. b) Choose Create Delivery in Background to start collective processing. 7. Display the collective processing log. Note the group (log) number. Group number: ________________________________________ a) Choose Back. b) Choose Collective Processing Logs . c) Choose Program > Execute to display the log.

TSCM60_1

Unit 5 Solution 22

Solution 22: Create Outbound Deliveries via Collective Processing . d) The group number is displayed in the first column of the log. 8. How many outbound deliveries have been created? Number of outbound deliveries: _______________________________ a) Check the No. column in the log. b) 3 outbound deliveries have been created 9. Determine the document numbers of the outbound deliveries. _____________ _____________ _____________ a) In the log, choose Documents . b) Note the document numbers.

TSCM60_1

Figure 59: Picking in Shipping Processing

Unit 5 Lesson 1

TSCM60_1

Figure 60: Picking Options

Unit 5 Lesson 1

TSCM60_1

Figure 61: Collective Processing in Picking

Unit 5 Lesson 1

TSCM60_1

Figure 62: Collective Processing for Posting Goods Issue

Unit 5 Lesson 1

TSCM60_1

Unit 5 Exercise 23

Exercise 23: Complete Shipping Functions Using Collective Processing . You want to create multiple transfer orders for picking with reference to the corresponding outbound deliveries. You also want to post the goods issue for these deliveries afterwards. You decide to execute these process steps using collective processing. 1. Create transfer orders using the outbound delivery monitor. Use the following criteria to select the appropriate outbound deliveries: Field Name

Value

Shipping point

Z0##

Picking date

from beginning of this week to today in 4 weeks

Route

R00025 and R00030

Unit 5 Exercise 23

TSCM60_1

Exercise 23: Complete Shipping Functions Using Collective Processing . 2. From the list, select the outbound deliveries that were created during processing of the delivery list. Pick these outbound deliveries in the background (without branching to the transfer orders). Hint: Choose Create TO in Background to start the processing.

3. Check the outbound deliveries and determine whether picking has been carried out successfully. Compare the delivery quantities with the picked quantities in one of your outbound deliveries. Is there a difference between the quantities? ____________________________________________________________ 4. Check the overall status of the outbound delivery:

Unit 5 Exercise 23

TSCM60_1

Exercise 23: Complete Shipping Functions Using Collective Processing . Overall picking status: ___________________________ Overall status of WM activities: ___________________________ Overall status of goods issue: ___________________________ 5. You now want to post the goods issue for the relevant outbound deliveries in a single step. Start collective processing using the following information: Field Name

Value

Shipping point

Z0##

Planned goods movement date

start of this week to today in 4 weeks

Route

R00025 and R00030

6. From the list, select those outbound deliveries that were created during processing of the delivery list. Post the goods issue.

TSCM60_1

Unit 5 Exercise 23

Exercise 23: Complete Shipping Functions Using Collective Processing . 7. Check the outbound delivery and determine if the goods issue posting has been carried out successfully. Check the overall status of the outbound delivery. Overall status of goods issue: _________________________________

TSCM60_1

Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective Processing . You want to create multiple transfer orders for picking with reference to the corresponding outbound deliveries. You also want to post the goods issue for these deliveries afterwards. You decide to execute these process steps using collective processing. 1. Create transfer orders using the outbound delivery monitor. Use the following criteria to select the appropriate outbound deliveries: Field Name

Value

Shipping point

Z0##

Picking date

from beginning of this week to today in 4 weeks

Route

R00025 and R00030

TSCM60_1

Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective Processing . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Picking > Create Transfer Order > Via Outbound Delivery Monitor . b) Enter the selection criteria given in the exercise. c) Choose Program > Execute . 2. From the list, select the outbound deliveries that were created during processing of the delivery list. Pick these outbound deliveries in the background (without branching to the transfer orders). Hint: Choose Create TO in Background to start the processing.

TSCM60_1

Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective Processing . a) Select the deliveries that were created during processing of the delivery list. b) Choose Create TO in Background . c) In the popup window, choose Continue (ENTER). 3. Check the outbound deliveries and determine whether picking has been carried out successfully. Compare the delivery quantities with the picked quantities in one of your outbound deliveries. Is there a difference between the quantities? ____________________________________________________________ a) Double-click one of the outbound deliveries in the list. If you have already left the transaction, go to the SAP Easy Access menu and choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Display .

TSCM60_1

Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective Processing . b) Enter the number of the desired outbound delivery on the initial screen of the transaction. c) Press ENTER to call the document details. d) Choose the Picking tab page. e) Check that the delivery quantity equals the picked quantity. 4. Check the overall status of the outbound delivery: Overall picking status: ___________________________ Overall status of WM activities: ___________________________ Overall status of goods issue: ___________________________ a) In the outbound delivery, choose Goto > Header > Processing to navigate to the status overview.

Unit 5 Solution 23

TSCM60_1

Solution 23: Complete Shipping Functions Using Collective Processing . b) There you can see that the overall picking status is set to C Fully picked , the overall status of WM activities is set to C WM Transfer order confirmed and the overall status ofthe goods issue is set to A not yet started . 5. You now want to post the goods issue for the relevant outbound deliveries in a single step. Start collective processing using the following information: Field Name

Value

Shipping point

Z0##

Planned goods movement date

start of this week to today in 4 weeks

Route

R00025 and R00030

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Post Goods Issue > Collective Processing Via Outbound Delivery Monitor .

TSCM60_1

Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective Processing . b) Enter the selection criteria given in the exercise. c) Choose Program > Execute to start the selection. 6. From the list, select those outbound deliveries that were created during processing of the delivery list. Post the goods issue. a) Select the relevant outbound deliveries. b) Choose Post Goods Issue . c) Confirm the proposed actual goods movement date by pressing ENTER when the corresponding pop-up appears. 7. Check the outbound delivery and determine if the goods issue posting has been carried out successfully.

TSCM60_1

Unit 5 Solution 23

Solution 23: Complete Shipping Functions Using Collective Processing . Check the overall status of the outbound delivery. Overall status of goods issue: _________________________________ a) Double-click one of the outbound deliveries in the list. If you have already left the transaction, go to the SAP Easy Access menu and choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Display . b) Enter the number of the desired outbound delivery on the initial screen of the transaction. c) Press ENTER to call the document details. d) Choose Goto > Header > Processing . e) There you can see that the overall status of the goods issue is C completed .

TSCM60_1

Figure 63: Processing the Billing Due List

Unit 5 Lesson 1

TSCM60_1

Figure 64: Billing Options

Unit 5 Lesson 1

Unit 5 Exercise 24

TSCM60_1

Exercise 24: Create Billing Documents Using Collective Processing . You want to create multiple billing documents with reference to the corresponding outbound deliveries. To do this, you use collective processing. 1. You want to create billing documents using collective processing. Use the following criteria to select the correct outbound deliveries: Field Name

Value

Billing date

from start of this week to today in four weeks

Sales organization

1000

Shipping point

Z0##

Sold-to party


2. From the list, select the outbound deliveries that were created during processing of the delivery list.

Unit 5 Exercise 24

TSCM60_1

Exercise 24: Create Billing Documents Using Collective Processing . Test to see what the result of processing the billing due list would be. Hint: Choose Simulation .

3. Compare two documents to see why the items from these outbound deliveries cannot be combined in one billing document. Hint: Select two documents and choose Split analysis .

4. Return to the Maintain Billing Due List screen and create the billing documents using collective processing. 5. Write down the group (log) number of the collective run.

TSCM60_1

Unit 5 Exercise 24

Exercise 24: Create Billing Documents Using Collective Processing . Group number: _________________________________________ 6. Review the log to see how many billing documents have been created. Number: __________________________________________ Record the billing document numbers: _____________ _____________ _____________ 7. Check one of the created billing documents to see whether the sales process could be completed as requested. Use the document flow of the billing document to get the desired information. Is the sales process completed? ____________________________________________________________ Why? ____________________________________________________________

TSCM60_1

Unit 5 Exercise 24

Exercise 24: Create Billing Documents Using Collective Processing . ____________________________________________________________ 8. Review the invoice printout of one of the created billing documents to determine whether the delivery conditions and payment conditions are correct on the form. Use the message type RD00. Hint: You must be on the initial screen ( Display Billing Document ) to display the invoice printout.

TSCM60_1

Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective Processing . You want to create multiple billing documents with reference to the corresponding outbound deliveries. To do this, you use collective processing. 1. You want to create billing documents using collective processing. Use the following criteria to select the correct outbound deliveries: Field Name

Value

Billing date

from start of this week to today in four weeks

Sales organization

1000

Shipping point

Z0##

Sold-to party


Unit 5 Solution 24

TSCM60_1

Solution 24: Create Billing Documents Using Collective Processing . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Process Billing Due List . b) Enter the selection criteria given in the exercise. c) Choose Billing Document > Display Billing List to start the selection. 2. From the list, select the outbound deliveries that were created during processing of the delivery list. Test to see what the result of processing the billing due list would be. Hint: Choose Simulation .

a) Select the relevant deliveries.

Unit 5 Solution 24

TSCM60_1

Solution 24: Create Billing Documents Using Collective Processing . b) Choose Simulation . 3. Compare two documents to see why the items from these outbound deliveries cannot be combined in one billing document. Hint: Select two documents and choose Split analysis .

a) Select two documents and choose Split analysis . b) Depending on the documents, different criteria can lead to a billing split; for example:

● Sold-to party

Unit 5 Solution 24

TSCM60_1

Solution 24: Create Billing Documents Using Collective Processing .

● Payer ● Reference document number ● Assignment number ● VAT registration number 4. Return to the Maintain Billing Due List screen and create the billing documents using collective processing. a) Choose Back until you get to the Maintain Billing Due List screen. b) Select the desired lines. c) Choose Billing document > Save to create the billing documents. The system displays the log of the collective run immediately.

TSCM60_1

Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective Processing . 5. Write down the group (log) number of the collective run. Group number: _________________________________________ a) Take a look at the Group field and note the number. 6. Review the log to see how many billing documents have been created. Number: __________________________________________ Record the billing document numbers: _____________ _____________ _____________ a) Check the No. column to see how many billing documents have been created. b) To see the numbers of the created documents, select the line with the respective group number and choose Goto > Documents .

TSCM60_1

Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective Processing . 7. Check one of the created billing documents to see whether the sales process could be completed as requested. Use the document flow of the billing document to get the desired information. Is the sales process completed? ____________________________________________________________ Why? ____________________________________________________________ ____________________________________________________________ a) Select a line in the log and choose Environment > Document Flow . If you have already left the transaction, go to the SAP Easy Access menu and choose Logistics > Sales and Distribution > Billing > Billing Document > Display , aand then Environment > Display Document flow .

TSCM60_1

Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective Processing . b) The sales process is completed because the accounting documents were created automatically by the system. Clearing the accounting documents is part of the process of financial accounting. 8. Review the invoice printout of one of the created billing documents to determine whether the delivery conditions and payment conditions are correct on the form. Use the message type RD00. Hint: You must be on the initial screen ( Display Billing Document ) to display the invoice printout.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Display .

TSCM60_1

Unit 5 Solution 24

Solution 24: Create Billing Documents Using Collective Processing . b) Choose Billing Document > Issue Output To . c) If necessary, select message type RD00 . d) Choose Print preview . Payment conditions and delivery conditions are printed above the items in the invoice.

TSCM60_1


● Explain the idea of worklists ● Create outbound deliveries via collective processing ● Complete shipping functions via collective processing ● Create billing documents via collective processing

Unit 6: Availability Check Lesson 1: Performing an Availability Check - Basics Lesson 2: Performing an Availability Check - Further Topics

TSCM60_1

Lesson 1: Performing an Availability Check - Basics Lesson Objectives After completing this lesson, you will be able to:

●

Check the key factors influencing the availability check

●

Identify additional considerations with regard to the availability check

Unit 6 Lesson 1

TSCM60_1

Figure 65: Control the Availability Check in Sales Orders

Unit 6 Lesson 1

TSCM60_1

Figure 66: Material Availability Check for Material Availability Date

Unit 6 Lesson 1

TSCM60_1

Figure 67: Check at Plant Level

Unit 6 Lesson 1

TSCM60_1

Figure 68: Control of Availability Check

Unit 6 Lesson 1

TSCM60_1

Unit 6 Exercise 25

Exercise 25: Check the Main Factors Influencing the Availability Check . You have to investigate the setup of several master data records with regard to executing availability checks. 1. Check the material master record of material T-AS5##. Will an availability check be performed for this material and plant 1000 during order entry? _________________________ 2. Check which delivering plant is proposed during order entry for sales organization 1000 and distribution channel 12 for material number T-AS5##. __________________________ 3. Check which delivering plant is maintained as the default value in the master record for customer T-S50B##, sales organization 1000, distribution channel 12, and division 00. ___________________________

TSCM60_1

Unit 6 Exercise 25

Exercise 25: Check the Main Factors Influencing the Availability Check . 4. In what sequence is the master data accessed during order processing to determine the default value for the delivering plant? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ 5. Can the availability check during order entry be carried out in a different plant to the one proposed? ___________________________________________________________

TSCM60_1

Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability Check . You have to investigate the setup of several master data records with regard to executing availability checks. 1. Check the material master record of material T-AS5##. Will an availability check be performed for this material and plant 1000 during order entry? _________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Products > Material > Other > Display . b) Enter the material number on the initial screen. c) Press ENTER to call the view selection. d) Select the Sales: General/Plant Data view. e) Press ENTER to confirm the selection.

TSCM60_1

Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability Check . f) In the dialog box, enter plant 1000. g) Press ENTER to navigate to the selected view. h) The checking group for availability check 01 is assigned, so an availability check for this material takes place during order entry. 2. Check which delivering plant is proposed during order entry for sales organization 1000 and distribution channel 12 for material number T-AS5##. __________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Products > Material > Other > Display . b) Enter the material number on the initial screen. c) Press ENTER to call the view selection.

TSCM60_1

Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability Check . d) Select the Sales: Sales Org. Data 1 view. e) Press ENTER to confirm the selection. f) In the dialog box, enter sales organization 1000 and distribution channel 12. g) Press ENTER to navigate to the selected view. h) Plant 1400 is assigned as the relevant delivering plant. 3. Check which delivering plant is maintained as the default value in the master record for customer T-S50B##, sales organization 1000, distribution channel 12, and division 00. ___________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Business Partner > Customer > Display > Sales and Distribution .

TSCM60_1

Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability Check . b) Enter the customer number and the organizational units on the initial screen. c) Press ENTER to call the master record. d) Choose Goto > Sales Area Data . e) Choose the Shipping tab page. f) The default value is plant 1000. 4. In what sequence is the master data accessed during order processing to determine the default value for the delivering plant? ___________________________________________________________ ___________________________________________________________ ___________________________________________________________

TSCM60_1

Unit 6 Solution 25

Solution 25: Check the Main Factors Influencing the Availability Check . a) During order entry, the master data is accessed in the following sequence to determine the default value for the delivering plant: If different delivering plants have been specified in the master data, the proposal that corresponds to this sequence is transferred for the sales order items. 5. Can the availability check during order entry be carried out in a different plant to the one proposed? ___________________________________________________________ a) You have the option of overwriting the proposal manually in the sales order. As part of the availability check, you also have the option of checking in other plants.

TSCM60_1

Figure 69: Transfer of Requirements

Unit 6 Lesson 1

TSCM60_1

Figure 70: Complete and Partial Deliveries

Unit 6 Lesson 1

TSCM60_1

Figure 71: Partial Delivery Agreement

Unit 6 Lesson 1

TSCM60_1

Unit 6 Exercise 26

Exercise 26: Check the Transfer of Requirements . The material quantities in sales orders are transferred as requirements to the MRP department. This information is essential to trigger the corresponding procurement in time and with the appropriate quantity. 1. You want to gain an overview of the actual stock and requirements situation for a certain material. Display the current stock and requirements list for material TAS4##. Write down how many pieces are in stock in plant 1000. ___________________________________________________________ 2. Create a sales order based on the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Unit 6 Exercise 26

TSCM60_1

Exercise 26: Check the Transfer of Requirements . Field Name

Value

Sold-to party

T-S50A##


7-621


in 10 days

Material

T-AS4##

Order quantity

25 pieces

Save the order and write down the order number. ________________________ 3. You now want to check if the order quantity has been transferred as a requirement to the MRP department correctly. Display the current stock and requirements list for material T-AS4## and plant 1000 a second time. Which quantity has been transferred as a requirement? _________________________

TSCM60_1

Unit 6 Exercise 26

Exercise 26: Check the Transfer of Requirements . 4. On which date was the requirement transferred? Which date in the sales order corresponds to this date? ___________________________________________________________ ___________________________________________________________

TSCM60_1

Unit 6 Solution 26

Solution 26: Check the Transfer of Requirements . The material quantities in sales orders are transferred as requirements to the MRP department. This information is essential to trigger the corresponding procurement in time and with the appropriate quantity. 1. You want to gain an overview of the actual stock and requirements situation for a certain material. Display the current stock and requirements list for material TAS4##. Write down how many pieces are in stock in plant 1000. ___________________________________________________________ a) From the SAP Easy Access menu, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock/Requirements List . b) Enter the material number and the plant on the initial screen of the transaction. c) Press ENTER to call the detail list. d) The available quantity is displayed in the line with the MRP element Stock in the Available Quantity column.

Unit 6 Solution 26

TSCM60_1

Solution 26: Check the Transfer of Requirements . 2. Create a sales order based on the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


7-621


in 10 days

Material

T-AS4##

Order quantity

25 pieces

Save the order and write down the order number.

TSCM60_1

Unit 6 Solution 26

Solution 26: Check the Transfer of Requirements . ________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen. c) Press ENTER to call the order details. d) Maintain the listed data. e) Choose Sales Document > Save to save the order. The document number is assigned internally by the system. 3. You now want to check if the order quantity has been transferred as a requirement to the MRP department correctly. Display the current stock and requirements list for material T-AS4## and plant 1000 a second time. Which quantity has been transferred as a requirement? _________________________

TSCM60_1

Unit 6 Solution 26

Solution 26: Check the Transfer of Requirements . a) From the SAP Easy Access menu, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock/Requirements List. b) Enter the material number and the plant on the initial screen of the transaction. c) Press ENTER to call the detail list. d) You can see the requirement from the sales order in the line with the MRP element Order , in the Receipt/Reqmt column. 4. On which date was the requirement transferred? Which date in the sales order corresponds to this date? ___________________________________________________________ ___________________________________________________________ a) The requirements date (the date in the first column of the stock/requirements list) corresponds to the material availability date from the sales order item.

TSCM60_1

Unit 6 Exercise 27

Exercise 27: Check the Settings for Complete/Partial Deliveries . In some cases, the system may not be able to confirm the ordered quantities of all items for a requested delivery date during order creation. You could then either split the order into partial deliveries or wait until the materials for all items are available for a complete delivery. In the master data, you can maintain which kind of delivery processing the customer desires. 1. You want to check in a sales order if partial deliveries are allowed. First, create the sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


7-211

Unit 6 Exercise 27

TSCM60_1

Exercise 27: Check the Settings for Complete/Partial Deliveries . Field Name

Value


in 10 days

Material

Order quantity

T-AS1##

10 pieces

T-AS2##

10 pieces

2. Determine whether the order could be partially delivered. Which agreement referring to a complete delivery can be seen in the order? __________________________________________________________ 3. Which master data is used to propose the Complete Delivery indicator in the order header? ___________________________________________________________

TSCM60_1

Unit 6 Exercise 27

Exercise 27: Check the Settings for Complete/Partial Deliveries . 4. Which agreements referring to partial deliveries can be found in item 10 of the order? ___________________________________________________________ 5. Which master data is used to propose the Partial delivery / Item field in the order item? __________________________________________________________ 6. Can you distribute the full amount of a single order item across different deliveries if the complete delivery field is not selected in the order header? __________________________________________________________

TSCM60_1

Unit 6 Solution 27

Solution 27: Check the Settings for Complete/Partial Deliveries . In some cases, the system may not be able to confirm the ordered quantities of all items for a requested delivery date during order creation. You could then either split the order into partial deliveries or wait until the materials for all items are available for a complete delivery. In the master data, you can maintain which kind of delivery processing the customer desires. 1. You want to check in a sales order if partial deliveries are allowed. First, create the sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


7-211

Unit 6 Solution 27

TSCM60_1

Solution 27: Check the Settings for Complete/Partial Deliveries . Field Name

Value


in 10 days

Material

Order quantity

T-AS1##

10 pieces

T-AS2##

10 pieces

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational data on the initial screen. c) Press ENTER to call the order details. 2. Determine whether the order could be partially delivered. Which agreement referring to a complete delivery can be seen in the order?

TSCM60_1

Unit 6 Solution 27

Solution 27: Check the Settings for Complete/Partial Deliveries . __________________________________________________________ a) In the sales order, take a look at the Sales tab page. b) The Complete Delivery field is empty. This means that a complete delivery is not required and the items could be split up into separate deliveries. 3. Which master data is used to propose the Complete Delivery indicator in the order header? ___________________________________________________________ a) The complete delivery indicator in the order header is proposed from the customer master record. 4. Which agreements referring to partial deliveries can be found in item 10 of the order? ___________________________________________________________ a) In the sales order, double-click item 10.

TSCM60_1

Unit 6 Solution 27

Solution 27: Check the Settings for Complete/Partial Deliveries . b) Choose the Shipping tab page. c) The Partial delivery / Item field is empty. This means that partial deliveries are allowed. 5. Which master data is used to propose the Partial delivery / Item field in the order item? __________________________________________________________ a) The default value for the field can be maintained in the customer-material information master records and in the customer master record. If an entry exists in the respective customer-material information record, then this proposal has the higher priority. 6. Can you distribute the full amount of a single order item across different deliveries if the complete delivery field is not selected in the order header? __________________________________________________________

TSCM60_1

Unit 6 Solution 27

Solution 27: Check the Settings for Complete/Partial Deliveries . a) If the complete delivery field is not selected in the order header, the partial delivery agreement at item level determines whether the amount of the item can be split up.

TSCM60_1


● Check the key factors influencing the availability check ● Identify additional considerations with regard to the availability check

TSCM60_1

Unit 6 Lesson 2

Lesson 2: Performing an Availability Check - Further Topics Lesson Objectives After completing this lesson, you will be able to:

●

Perform availability checks - example scenarios

●

Explain the idea of backorder processing

TSCM60_1

Figure 72: Availability Checks - Scenario 1

Unit 6 Lesson 2

TSCM60_1

Figure 73: Availability Checks - Result for Scenario 1

Unit 6 Lesson 2

TSCM60_1


Unit 6 Lesson 2

TSCM60_1


Unit 6 Lesson 2

TSCM60_1


Unit 6 Lesson 2

TSCM60_1


Unit 6 Lesson 2

TSCM60_1


Unit 6 Lesson 2

TSCM60_1

Unit 6 Exercise 28

Exercise 28: Perform Availability Checks . You create sales orders for a material with stock shortage and interpret the system behavior. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50B##


7-311


in 5 days

Material

T-AS5##

Unit 6 Exercise 28

TSCM60_1

Exercise 28: Perform Availability Checks . Field Name

Value

Order quantity

10 pieces

2. Since there is insufficient material available for the requested delivery date, the system remains on the availability control screen during order entry. Hint: If you have already left the availability control screen, you can call it again by choosing Check item availability .

For which plant has the availability check been performed? _______________________ 3. How many pieces can be confirmed for the requested delivery date? _______________________

TSCM60_1

Unit 6 Exercise 28

Exercise 28: Perform Availability Checks . 4. Which delivery date can be confirmed for the complete quantity? ___________________________________________________________ 5. You decide to confirm that a complete delivery will be made to the customer at a later date. 6. How many schedule lines have been created for item 10? ___________________________________________________________ 7. Save the order and write down the order number. _______________________ 8. Another customer orders the same material. Create the corresponding sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000

Unit 6 Exercise 28

TSCM60_1

Exercise 28: Perform Availability Checks . Field Name

Value


12

Division

00

Sold-to party

T-S50A##


7-411


in 5 days

Material

T-AS5##

Order quantity

15 pieces

9. Since there is again insufficient material available for the requested delivery date, the system remains on the availability control screen during order entry. You know that the material can also be taken from plant 1400 in Stuttgart. You therefore want to see if the material could be made available earlier from there. Check the availability for plant 1400.

Unit 6 Exercise 28

TSCM60_1

Exercise 28: Perform Availability Checks . Hint: To check the availability for another plant, choose Other plants on the availability control screen.

10. How many pieces can be confirmed from plant 1400 for the requested delivery date? ___________________________________________________________ 11. You decide to deliver the material to the customer from plant 1400. Adopt plant 1400 for the item. 12. You want to know if existing purchase orders were taken into account during the availability check. Examine the scope of the check accordingly.

Unit 6 Exercise 28

TSCM60_1

Exercise 28: Perform Availability Checks . Hint: You can display the scope of the check in the sales order from either the availability control screen or the availability overview screen. Choose Scope of check on the respective screen.

13. You also want to determine whether the replenishment lead time has been taken into account during the availability check. 14. Save the order and write down the number. ___________________________________________________________

TSCM60_1

Unit 6 Solution 28

Solution 28: Perform Availability Checks . You create sales orders for a material with stock shortage and interpret the system behavior. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50B##


7-311


in 5 days

Material

T-AS5##

Unit 6 Solution 28

TSCM60_1

Solution 28: Perform Availability Checks . Field Name

Value

Order quantity

10 pieces

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen. c) Press ENTER to call the sales order details. d) Maintain the listed data. 2. Since there is insufficient material available for the requested delivery date, the system remains on the availability control screen during order entry.

Unit 6 Solution 28

TSCM60_1

Solution 28: Perform Availability Checks . Hint: If you have already left the availability control screen, you can call it again by choosing Check item availability .

For which plant has the availability check been performed? _______________________ a) You can find the relevant plant for the availability check on the availability control screen. It is plant 1000. 3. How many pieces can be confirmed for the requested delivery date? _______________________ a) No quantity can be confirmed for the requested delivery date. 4. Which delivery date can be confirmed for the complete quantity? ___________________________________________________________

TSCM60_1

Unit 6 Solution 28

Solution 28: Perform Availability Checks . a) You can find the system proposal on the same screen. 5. You decide to confirm that a complete delivery will be made to the customer at a later date. a) On the availability control screen, choose the Copy pushbutton in the Complete delivery section. 6. How many schedule lines have been created for item 10? ___________________________________________________________ a) In the sales order, double-click item 10. b) Choose the Schedule lines tab page. c) There are two schedule lines. The first is relevant for the requested delivery date with a confirmed quantity of 0. The second schedule line contains the confirmed delivery date.

TSCM60_1

Unit 6 Solution 28

Solution 28: Perform Availability Checks . 7. Save the order and write down the order number. _______________________ a) In the sales order, choose Sales Document > Save . The document number is assigned internally by the system. 8. Another customer orders the same material. Create the corresponding sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


7-411

Unit 6 Solution 28

TSCM60_1

Solution 28: Perform Availability Checks . Field Name

Value


in 5 days

Material

T-AS5##

Order quantity

15 pieces

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Press ENTER to call the order details. d) Maintain the listed data. 9. Since there is again insufficient material available for the requested delivery date, the system remains on the availability control screen during order entry.

Unit 6 Solution 28

TSCM60_1

Solution 28: Perform Availability Checks . You know that the material can also be taken from plant 1400 in Stuttgart. You therefore want to see if the material could be made available earlier from there. Check the availability for plant 1400. Hint: To check the availability for another plant, choose Other plants on the availability control screen.

a) On the availability control screen, choose Other plants . b) In the Plant Selection dialog box, set a checkmark next to plant 1400. c) Choose Check Plant . 10. How many pieces can be confirmed from plant 1400 for the requested delivery date? ___________________________________________________________

TSCM60_1

Unit 6 Solution 28

Solution 28: Perform Availability Checks . a) 15 pieces 11. You decide to deliver the material to the customer from plant 1400. Adopt plant 1400 for the item. a) On the screen with the result of the availability check for plant 1400, select the line for plant 1400. b) Choose Goto > Adopt Plant to use plant 1400 for your item. 12. You want to know if existing purchase orders were taken into account during the availability check. Examine the scope of the check accordingly. Hint: You can display the scope of the check in the sales order from either the availability control screen or the availability overview screen. Choose Scope of check on the respective screen.

TSCM60_1

Unit 6 Solution 28

Solution 28: Perform Availability Checks . a) In the sales order, choose Display Availability . b) On the Availability Overview screen, choose Scope of Check . c) In this case, purchase orders are also checked alongside other inward and outward movements. 13. You also want to determine whether the replenishment lead time has been taken into account during the availability check. a) When you display the scope of the check, the Check without RLT field is not selected. This means that in this case the replenishment lead time has been taken into account. 14. Save the order and write down the number. ___________________________________________________________ a) Choose Sales Document > Save to save the sales order. The document number is assigned internally by the system.

TSCM60_1

Unit 6 Exercise 29

Exercise 29: Understand the Functions of the Availability Check . 1. Why can the result of an availability check in the sales order be dependent on a partial delivery agreement? ___________________________________________________________ ___________________________________________________________ 2. Why is the completion of delivery scheduling a prerequisite for the availability check in the sales order? ___________________________________________________________ 3. Why is delivery scheduling carried out after the availability check if the item cannot be confirmed for the required delivery date? ___________________________________________________________

TSCM60_1

Unit 6 Solution 29

Solution 29: Understand the Functions of the Availability Check . 1. Why can the result of an availability check in the sales order be dependent on a partial delivery agreement? ___________________________________________________________ ___________________________________________________________ a) If only part of the required quantity is available on the requested delivery date and the customer agrees to a partial delivery, then a delivery split can be carried out and a partial quantity can be confirmed for the required delivery date. If the customer does not allow partial delivery, the complete amount can only be confirmed for a later date. 2. Why is the completion of delivery scheduling a prerequisite for the availability check in the sales order? ___________________________________________________________

TSCM60_1

Unit 6 Solution 29

Solution 29: Understand the Functions of the Availability Check . a) The availability check takes place on the material availability date. The materials are required on this date, so that enough time remains for packing, loading,and transportation before the required delivery date. This means the material availability date must be determined in the sales order before the availability check is carried out. 3. Why is delivery scheduling carried out after the availability check if the item cannot be confirmed for the required delivery date? ___________________________________________________________ a) If the item cannot not be confirmed for the required delivery date, the system carries out delivery scheduling from the earliest possible material availability date (forward scheduling) to determine a confirmable delivery date.

TSCM60_1

Figure 79: Backorder Processing

Unit 6 Lesson 2

TSCM60_1


● Perform availability checks - example scenarios ● Explain the idea of backorder processing

Unit 7: Sales Documents - Basic Technical Background Lesson 1: Using Sales Document Types Lesson 2: Using Item Categories

TSCM60_1

Lesson 1: Using Sales Document Types Lesson Objectives After completing this lesson, you will be able to:

●

Create sales orders using different sales document types

Unit 7 Lesson 1

TSCM60_1

Figure 80: Sales Document Types

Unit 7 Lesson 1

TSCM60_1

Figure 81: Functions of Sales Documents

Unit 7 Lesson 1

TSCM60_1

Unit 7 Exercise 30

Exercise 30: Create Sales Orders Using Different Sales Document Types . You can use specific sales document types to fulfill certain requirements during the sales and distribution process. Using the appropriate sales document type, you can ensure that the material is sent to the customer free of charge, for example. You now want to test two of these specific sales document types. 1. Create a rush order to start delivery processing immediately using the following information: Field Name

Value

Order Type

RO

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


23-111

Unit 7 Exercise 30

TSCM60_1

Exercise 30: Create Sales Orders Using Different Sales Document Types . Field Name

Value

Material

T-AS1##

Order quantity

5

2. Save the sales order and make a note of the order number. __________________________________ 3. The outbound delivery for your sales order has automatically been created. Make a note of the document number. __________________________________ 4. Check the document flow of the sales order. Which further document has been created automatically? __________________________________

TSCM60_1

Unit 7 Exercise 30

Exercise 30: Create Sales Orders Using Different Sales Document Types . 5. Create a sales order to ensure a delivery free of charge using the following information: Field Name

Value

Order Type

FD

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


23-112

Order reason

Free of charge sample

Material

T-AS1##

Order quantity

5

TSCM60_1

Unit 7 Exercise 30

Exercise 30: Create Sales Orders Using Different Sales Document Types . 6. What is the net value of the sales order item? 7. Save the sales order and make a note of the order number. __________________________________

TSCM60_1

Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales Document Types . You can use specific sales document types to fulfill certain requirements during the sales and distribution process. Using the appropriate sales document type, you can ensure that the material is sent to the customer free of charge, for example. You now want to test two of these specific sales document types. 1. Create a rush order to start delivery processing immediately using the following information: Field Name

Value

Order Type

RO

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Unit 7 Solution 30

TSCM60_1

Solution 30: Create Sales Orders Using Different Sales Document Types . Field Name

Value


23-111

Material

T-AS1##

Order quantity

5

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Press ENTER to call the order details. d) Maintain the relevant information on the overview screen. 2. Save the sales order and make a note of the order number.

TSCM60_1

Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales Document Types . __________________________________ a) In the sales order, choose Sales Document > Save . 3. The outbound delivery for your sales order has automatically been created. Make a note of the document number. __________________________________ a) The number of the outbound delivery is displayed at the bottom of the screen after you have saved the sales order. 4. Check the document flow of the sales order. Which further document has been created automatically? __________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Display .

TSCM60_1

Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales Document Types . b) Enter the order number on the initial screen of the transaction. c) Choose Environment > Display document flow . d) You can see that the transfer order for picking has also been created automatically. However, this has not been triggered by the sales document type directly, but by a particular setting in Customizing for Logistics Execution. 5. Create a sales order to ensure a delivery free of charge using the following information: Field Name

Value

Order Type

FD

Sales Organization

1000


12

Division

00

Unit 7 Solution 30

TSCM60_1

Solution 30: Create Sales Orders Using Different Sales Document Types . Field Name

Value

Sold-to party

T-S50A##


23-112

Order reason

Free of charge sample

Material

T-AS1##

Order quantity

5

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Press ENTER to call the order details.

TSCM60_1

Unit 7 Solution 30

Solution 30: Create Sales Orders Using Different Sales Document Types . d) Maintain the relevant information on the overview screen. 6. What is the net value of the sales order item? a) In the sales order, double-click item 10. b) Choose the Conditions tab page. c) As you can see, no sales price has been determined by the system and the net value of the item is 0. 7. Save the sales order and make a note of the order number. __________________________________ a) In the sales order, choose Sales Document > Save .

TSCM60_1


● Create sales orders using different sales document types

TSCM60_1

Lesson 2: Using Item Categories Lesson Objectives After completing this lesson, you will be able to:

●

Explain the concept of item categories

●

Explain item category determination

Unit 7 Lesson 2

TSCM60_1

Figure 82: Item Categories - Functions

Unit 7 Lesson 2

TSCM60_1

Unit 7 Exercise 31

Exercise 31: Check the Consequences of Using Different Item Categories . You want to test how different item categories can affect a sales order and create a corresponding document. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


27-1115

Unit 7 Exercise 31

TSCM60_1

Exercise 31: Check the Consequences of Using Different Item Categories . Material

Order Quantity

T-AS1##

5

T-AS2##

1

2. Which item categories have been determined by the system? Item

Item Category

10 20 3. Change the item category of the second item to TANN. 4. Check the result of the new pricing for item 20. What has changed? ________________________________________________________________________

TSCM60_1

Unit 7 Solution 31

Solution 31: Check the Consequences of Using Different Item Categories . You want to test how different item categories can affect a sales order and create a corresponding document. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


27-1115

Unit 7 Solution 31

TSCM60_1

Solution 31: Check the Consequences of Using Different Item Categories . Material

Order Quantity

T-AS1##

5

T-AS2##

1

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Press ENTER to call the order details. d) Maintain the relevant information on the overview screen. e) Press ENTER to allow the system to determine the item categories.

Unit 7 Solution 31

TSCM60_1

Solution 31: Check the Consequences of Using Different Item Categories . 2. Which item categories have been determined by the system? Item

Item Category

10 20 a) You can find the item categories on the overview screen in the item lines. The system has determined the item category TAN for both items. 3. Change the item category of the second item to TANN. a) On the overview screen, change the field value in the corresponding column. b) Press ENTER to confirm the change. c) When the popup for executing new pricing appears, press ENTER to continue.

TSCM60_1

Unit 7 Solution 31

Solution 31: Check the Consequences of Using Different Item Categories . 4. Check the result of the new pricing for item 20. What has changed? ________________________________________________________________________ a) In the sales order, double-click item 20. b) Choose the Conditions tab page. c) Triggered by the change to the item category, the system has determined a special discount of 100% using the condition type R100. This reduces the net value of the item to 0.

TSCM60_1

Figure 83: Item Category Determination Example 1

Unit 7 Lesson 2

TSCM60_1

Figure 84: Item Category Determination Example 2

Unit 7 Lesson 2

TSCM60_1


● Explain the concept of item categories ● Explain item category determination

Unit 8: Special Processes in Sales and Distribution Lesson 1: Using Presales Documents Lesson 2: Executing Assembly Processing Lesson 3: Packing Materials Lesson 4: Selling Service Products

TSCM60_1

Lesson 1: Using Presales Documents Lesson Objectives After completing this lesson, you will be able to:

●

Create presales documents

Unit 8 Lesson 1

TSCM60_1

Figure 85: Sales Support Tasks

Unit 8 Lesson 1

TSCM60_1

Figure 86: Presales Documents

Unit 8 Lesson 1

TSCM60_1

Figure 87: Document Flow in the Presales Phase

Unit 8 Lesson 1

Unit 8 Exercise 32

TSCM60_1

Exercise 32: Create Presales Documents . You receive a customer inquiry and create the corresponding document in the system. Based on that inquiry, you create a quotation later on. To complete the process, you create a sales order with reference to the quotation. 1. Create an inquiry based on the following information: Field Name

Value

Inquiry Type

IN

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Material

T-AS3##

Quantity

3 pieces

You want the inquiry to be processed by the end of the month.

TSCM60_1

Unit 8 Exercise 32

Exercise 32: Create Presales Documents . Hint: When creating the inquiry, you can use the Valid to field to maintain a processing deadline.

2. Save the inquiry and write down the number. ___________________________________ 3. Since there is currently a lot of demand for the requested material, you only want to offer the customer 2 pieces. The quotation should be valid from today until the end of next month . Create the quotation with reference to the inquiry using the following information: Field Name

Value

Quotation Type

QT

Sales Organization

1000

TSCM60_1

Unit 8 Exercise 32

Exercise 32: Create Presales Documents . Field Name

Value


12

Division

00

4. Save the quotation and write down the number. ___________________________________ 5. The customer now orders the offered material as a result of the quotation. Create the corresponding sales order with reference to the quotation using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Unit 8 Exercise 32

TSCM60_1

Exercise 32: Create Presales Documents . Field Name

Value

Division

00


8-131


in 10 days

Material

T-AS3##

Order Quantity

1 piece

6. Save the sales order and write down the document number. ___________________________________ 7. Display the reference status for the item in the inquiry. __________________________________________________ 8. Display the reference status for the item in the quotation. __________________________________________________

TSCM60_1

Unit 8 Solution 32

Solution 32: Create Presales Documents . You receive a customer inquiry and create the corresponding document in the system. Based on that inquiry, you create a quotation later on. To complete the process, you create a sales order with reference to the quotation. 1. Create an inquiry based on the following information: Field Name

Value

Inquiry Type

IN

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Material

T-AS3##

Quantity

3 pieces

Unit 8 Solution 32

TSCM60_1

Solution 32: Create Presales Documents . You want the inquiry to be processed by the end of the month. Hint: When creating the inquiry, you can use the Valid to field to maintain a processing deadline.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Inquiry > Create. b) Enter the inquiry type and the organizational units on the initial screen. c) Press ENTER to call the document details. d) Enter the data given in the exercise. Do not forget to enter the Valid to date. 2. Save the inquiry and write down the number. ___________________________________

Unit 8 Solution 32

TSCM60_1

Solution 32: Create Presales Documents . a) In the inquiry, choose Sales document > Save . 3. Since there is currently a lot of demand for the requested material, you only want to offer the customer 2 pieces. The quotation should be valid from today until the end of next month . Create the quotation with reference to the inquiry using the following information: Field Name

Value

Quotation Type

QT

Sales Organization

1000


12

Division

00

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Quotation > Create.

TSCM60_1

Unit 8 Solution 32

Solution 32: Create Presales Documents . b) Enter the quotation type and the organizational units on the initial screen of the transaction. c) Choose Create with Reference . d) Enter your inquiry number or use the search help to retrieve it. e) Choose Item Selection . f) Change the quantity to 2 pieces. g) Choose Copy . h) Enter Valid from and Valid to dates as given in the exercise. 4. Save the quotation and write down the number. ___________________________________ a) In the quotation, choose Sales document > Save .

TSCM60_1

Unit 8 Solution 32

Solution 32: Create Presales Documents . 5. The customer now orders the offered material as a result of the quotation. Create the corresponding sales order with reference to the quotation using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00


8-131


in 10 days

Material

T-AS3##

Order Quantity

1 piece

TSCM60_1

Unit 8 Solution 32

Solution 32: Create Presales Documents . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Orders > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Choose Create with Reference . d) Enter your quotation number or use the search help to retrieve it. e) Enter the requested delivery date. f) Choose Item Selection . g) Change the quantity to 1 piece. h) Choose Copy . i) Enter the purchase order number.

TSCM60_1

Unit 8 Solution 32

Solution 32: Create Presales Documents . 6. Save the sales order and write down the document number. ___________________________________ a) In the sales order, choose Sales document > Save . 7. Display the reference status for the item in the inquiry. __________________________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Inquiry > Display. b) Enter your inquiry number on the initial screen. c) Choose Environment > Status overview. d) Expand item 10. e) The reference status for the inquiry states that it is fully referenced, although only 2 of the 3 units have been copied from the inquiry amount to the

TSCM60_1

Unit 8 Solution 32

Solution 32: Create Presales Documents . quotation. When using the standard system settings, an inquiry item is marked as fully referenced as soon as at least a partial quantity of the item has been copied to a quotation. 8. Display the reference status for the item in the quotation. __________________________________________________ a) Choose Logistics > Sales and Distribution > Sales > Quotation > Display. b) Enter your quotation number on the initial screen. c) Choose Environment > Status overview. d) Expand item 10. e) The reference status for the quotation states that it is partially referenced, since only 1 of the 2 units has been copied from the quotation to the sales order. When using the standard system settings, a quotation item is marked as fully referenced only when the full quantity has been copied.

TSCM60_1

Unit 8 Exercise 33

Exercise 33: Understand the Processing of Presales Documents . Questions about presales documents. 1. Name some of the differences between an inquiry and a quotation. __________________________________________________________ __________________________________________________________ __________________________________________________________ 2. Does an inquiry have to be set up before a quotation can be created? __________________________________________________________ __________________________________________________________ 3. Does automatic pricing take place during entry of quotations or inquiries? __________________________________________________________ __________________________________________________________

TSCM60_1

Unit 8 Exercise 33

Exercise 33: Understand the Processing of Presales Documents . 4. Do you have the option of carrying out the availability check in an inquiry or a quotation as you do in the sales order? __________________________________________________________ __________________________________________________________

TSCM60_1

Unit 8 Solution 33

Solution 33: Understand the Processing of Presales Documents . Questions about presales documents. 1. Name some of the differences between an inquiry and a quotation. __________________________________________________________ __________________________________________________________ __________________________________________________________ a) Inquiries are customer requests for the sales and distribution conditions of a material (price, delivery date, and so on). You provide your customer with the relevant information using quotations. For inquiries, the validity date is used in the system as a processing deadline for an answer to the inquiry. Quotations are legally binding during the customer validity period. 2. Does an inquiry have to be set up before a quotation can be created? __________________________________________________________ __________________________________________________________

TSCM60_1

Unit 8 Solution 33

Solution 33: Understand the Processing of Presales Documents . a) No. Quotations without reference to an inquiry can also be created. 3. Does automatic pricing take place during entry of quotations or inquiries? __________________________________________________________ __________________________________________________________ a) Yes. Automatic pricing takes place (dependent on Customizing) during inquiry and quotation creation. 4. Do you have the option of carrying out the availability check in an inquiry or a quotation as you do in the sales order? __________________________________________________________ __________________________________________________________ a) Yes. An availability check is carried out during inquiry and quotation entry in the same way as during sales order entry (dependent on Customizing).

TSCM60_1


● Create presales documents

TSCM60_1

Lesson 2: Executing Assembly Processing Lesson Objectives After completing this lesson, you will be able to:

●

Execute the assembly order process

●

Explain assembly processing with variant configuration

Unit 8 Lesson 2

TSCM60_1

Figure 88: Make-To-Order Flow

Unit 8 Lesson 2

TSCM60_1

Figure 89: Make-To-Order Production without Assembly Processing

Unit 8 Lesson 2

TSCM60_1

Figure 90: Make-To-Order Production with Assembly Processing

Unit 8 Lesson 2

TSCM60_1

Unit 8 Exercise 34

Exercise 34: Execute Assembly Processing . A customer orders a specially lacquered petrol tank from you in accordance with his own requirements. 1. A customer orders a petrol tank for his motorbike. The product has to be assembled before it can be shipped. The necessary master data for production (bill of material, routing) has already been created. Create a sales order based on the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


8-311


in 10 days

Unit 8 Exercise 34

TSCM60_1

Exercise 34: Execute Assembly Processing . Field Name

Value

Material

T-FS1##

Order Quantity

1

2. Save the sales order and write down the number. ________________________________________ 3. Display the sales order that you created in the previous task. Check the procurement data for petrol tank T-FS1## on the schedule line for item 10, and write down the number of the assembly order. ______________________________________ 4. Display the assembly order header. Note the basic dates for the start and finish of the assembly order. ______________________________________

TSCM60_1

Unit 8 Exercise 34

Exercise 34: Execute Assembly Processing . ______________________________________ 5. Which date in the sales order corresponds to the basic end date in the assembly order? 6. The customer informs you that he would like to have petrol tank T-FS1## delivered 8 days later. Change the requested delivery date for item 10 accordingly in the sales order. 7. Display the assembly order from the sales order. Write down how the end date has changed. _______________________________________________________ 8. Save the sales order. 9. Production informs you that the petrol tank has been assembled. In materials management, enter the goods receipt for the assembly order using the following information:

Unit 8 Exercise 34

TSCM60_1

Exercise 34: Execute Assembly Processing . Field Name

Value

Movement Type

101

Order

Number of the production order

Plant

1000

Storage Location

0001

Hint: To enter the goods receipt in materials management, choose Logistics > Materials Management > Inventory Management > Goods Movement > Goods Receipt > For Order .

10. Display the stock overview for material T-FS1## in plant 1000.

TSCM60_1

Unit 8 Exercise 34

Exercise 34: Execute Assembly Processing . Hint: To display the stock overview in materials management, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock Overview .

How many pieces are kept in the sales order stock? __________________________ 11. Create the outbound delivery with reference to the sales order using the following information: Field Name

Value

Shipping Point

Z0##

Selection Date

in 20 days

Order

Number of the sales order

Unit 8 Exercise 34

TSCM60_1

Exercise 34: Execute Assembly Processing . 12. Save the outbound delivery and write down the document number. _______________________________________________ 13. Pick the outbound delivery using the following information: Field Name

Value

Warehouse Number

010

Delivery

Number of the outbound delivery


Background

14. Post the goods issue for the outbound delivery. 15. To conclude, display the stock overview for material T-FS1## a second time. How many pieces are now kept in the sales order stock in plant 1000? ___________________________

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . A customer orders a specially lacquered petrol tank from you in accordance with his own requirements. 1. A customer orders a petrol tank for his motorbike. The product has to be assembled before it can be shipped. The necessary master data for production (bill of material, routing) has already been created. Create a sales order based on the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


8-311

Unit 8 Solution 34

TSCM60_1

Solution 34: Execute Assembly Processing . Field Name

Value


in 10 days

Material

T-FS1##

Order Quantity

1

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational data on the initial screen. c) Press ENTER to call the order details. d) Maintain the relevant information on the overview screen. 2. Save the sales order and write down the number. ________________________________________

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . a) In the sales order, choose Sales document > Save . The document number is assigned internally by the system. 3. Display the sales order that you created in the previous task. Check the procurement data for petrol tank T-FS1## on the schedule line for item 10, and write down the number of the assembly order. ______________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Display . b) Enter the order number on the initial screen of the transaction. c) Press ENTER to call the order details. d) Double-click item 10. e) Choose the Schedule lines tab page.

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . f) Choose Procurement . g) The document number for the assembly order can be found on the tab page. 4. Display the assembly order header. Note the basic dates for the start and finish of the assembly order. ______________________________________ ______________________________________ a) On the Procurement tab page, choose Header . The relevant dates are displayed on the General tab page. 5. Which date in the sales order corresponds to the basic end date in the assembly order? a) The material availability date of the schedule line corresponds to the basic end date of the production order.

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . 6. The customer informs you that he would like to have petrol tank T-FS1## delivered 8 days later. Change the requested delivery date for item 10 accordingly in the sales order. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Change . b) Enter the number of the sales order on the initial screen. c) Press ENTER to call the order details. d) Change the date in the First date column accordingly. e) Press ENTER to confirm the change. 7. Display the assembly order from the sales order. Write down how the end date has changed. _______________________________________________________

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . a) In the sales order, double-click item 10. b) Choose the Schedule lines tab page. c) Choose Production order . Since the required delivery date was changed in the previous exercise, a new material availability date was determined in the sales order. This new date was then transferred to the assembly order as a new basic end date. 8. Save the sales order. a) In the sales order, choose Sales document > Save . 9. Production informs you that the petrol tank has been assembled. In materials management, enter the goods receipt for the assembly order using the following information: Field Name

Value

Movement Type

101

Unit 8 Solution 34

TSCM60_1

Solution 34: Execute Assembly Processing . Field Name

Value

Order

Number of the production order

Plant

1000

Storage Location

0001

Hint: To enter the goods receipt in materials management, choose Logistics > Materials Management > Inventory Management > Goods Movement > Goods Receipt > For Order .

a) From the SAP Easy Access menu, choose Logistics > Materials Management > Inventory Management > Goods Movement > Goods Receipt > For Order . b) Enter the specified field values on the initial screen of the transaction.

Unit 8 Solution 34

TSCM60_1

Solution 34: Execute Assembly Processing . c) Press ENTER to call the details of the goods receipt. d) Choose Goods Receipt > Post . 10. Display the stock overview for material T-FS1## in plant 1000. Hint: To display the stock overview in materials management, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock Overview .

How many pieces are kept in the sales order stock? __________________________ a) From the SAP Easy Access menu, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock Overview .

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . b) Enter the material number and the plant on the initial screen of the transaction. c) Choose Program > Execute . d) 1 piece of the material is kept in the sales order stock. 11. Create the outbound delivery with reference to the sales order using the following information: Field Name

Value

Shipping Point

Z0##

Selection Date

in 20 days

Order

Number of the sales order

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Press ENTER to call the document details. 12. Save the outbound delivery and write down the document number. _______________________________________________ a) Choose Outbound Delivery > Save . 13. Pick the outbound delivery using the following information: Field Name

Value

Warehouse Number

010

Delivery

Number of the outbound delivery


Background

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Picking > Create Transfer Order > Single Document . b) Enter the relevant information on the initial screen. c) Press ENTER to create the transfer order for picking. 14. Post the goods issue for the outbound delivery. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Post Goods Issue > Outbound Delivery Single Document . b) Enter the number of the outbound delivery on the initial screen. c) Choose Edit > Post Goods Issue .

TSCM60_1

Unit 8 Solution 34

Solution 34: Execute Assembly Processing . 15. To conclude, display the stock overview for material T-FS1## a second time. How many pieces are now kept in the sales order stock in plant 1000? ___________________________ a) From the SAP Easy Access menu, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock Overview . b) Enter the material number and the plant on the initial screen. c) Choose Program > Execute . There is no more sales order stock.

TSCM60_1

Figure 91: Assembly Processing with Variant Configuration - Example

Unit 8 Lesson 2

TSCM60_1


● Execute the assembly order process ● Explain assembly processing with variant configuration

TSCM60_1

Lesson 3: Packing Materials Lesson Objectives After completing this lesson, you will be able to:

●

Pack material

Unit 8 Lesson 3

TSCM60_1

Figure 92: Packing on Multiple Levels

Unit 8 Lesson 3

TSCM60_1

Unit 8 Exercise 35

Exercise 35: Pack a Material . You receive an order from your customer and want to pack the material before it is sent. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


8-4455


in 10 days

Material

T-AS2##

Order Quantity

10 pieces

Unit 8 Exercise 35

TSCM60_1

Exercise 35: Pack a Material . 2. Save the sales order and write down the order number. __________________________________ 3. Create the outbound delivery with reference to the sales order using the following information: Field Name

Value

Shipping Point

Z0##

Selection Date

in 10 days

Order

The order number

4. Pack the material into boxes (packaging material PK-100), five pieces per box. 5. Pack the boxes onto a pallet (packaging material PK-095). 6. Display the overview of all the created handling units. To which hierarchy level are the boxes (PK-100) assigned?

TSCM60_1

Unit 8 Exercise 35

Exercise 35: Pack a Material . ____________________________ 7. Navigate back to the main screen of the outbound delivery. How many items does the document contain? ____________________________ 8. Save the outbound delivery and write down the document number. ____________________________

TSCM60_1

Unit 8 Solution 35

Solution 35: Pack a Material . You receive an order from your customer and want to pack the material before it is sent. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


8-4455


in 10 days

Material

T-AS2##

Order Quantity

10 pieces

TSCM60_1

Unit 8 Solution 35

Solution 35: Pack a Material . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational data on the initial screen of the transaction. c) Press ENTER to call the order details. d) Maintain the relevant information. 2. Save the sales order and write down the order number. __________________________________ a) In the sales order, choose Sales document > Save . 3. Create the outbound delivery with reference to the sales order using the following information:

Unit 8 Solution 35

TSCM60_1

Solution 35: Pack a Material . Field Name

Value

Shipping Point

Z0##

Selection Date

in 10 days

Order

The order number

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Enter the relevant information on the initial screen. c) Press ENTER to call the details of the document. 4. Pack the material into boxes (packaging material PK-100), five pieces per box. a) In the outbound delivery, choose Edit > Pack .

TSCM60_1

Unit 8 Solution 35

Solution 35: Pack a Material . b) Enter PK-100 as the packaging material in the corresponding column (upper part of the screen). c) Press ENTER to confirm the entry. d) For the material to be packed, change the Partial Quantity to 5 pieces. e) Press ENTER to adopt the change. f) Select the line with the packaging material and the line with the material to be packed. g) Choose Edit > Pack > New HU for Partial Quantity of Material . The system automatically packs the 10 pieces into 2 boxes and creates a corresponding second handling unit. 5. Pack the boxes onto a pallet (packaging material PK-095). a) On the packing screen, choose the Pack HUs tab page.

TSCM60_1

Unit 8 Solution 35

Solution 35: Pack a Material . b) Enter PK-095 as the packaging material in the first empty line in the corresponding column. c) Select the line with PK-095 in the upper part of the screen, and the two lines with the boxes PK-100 in the bottom part of the screen. d) Choose Edit > Pack > Pack . 6. Display the overview of all the created handling units. To which hierarchy level are the boxes (PK-100) assigned? ____________________________ a) On the packing screen, choose the Total Content tab page. b) The boxes are on hierarchy level 1. 7. Navigate back to the main screen of the outbound delivery. How many items does the document contain? ____________________________

TSCM60_1

Unit 8 Solution 35

Solution 35: Pack a Material . a) Choose Goto > Back to navigate to the main screen of the outbound delivery. b) The system has created two additional items for the packaging materials. Now there are three items in the document. 8. Save the outbound delivery and write down the document number. ____________________________ a) Choose Outbound Delivery > Save .

TSCM60_1


● Pack material

TSCM60_1

Lesson 4: Selling Service Products Lesson Objectives After completing this lesson, you will be able to:

●

Sell service products

Unit 8 Lesson 4

TSCM60_1

Figure 93: Service Products

Unit 8 Lesson 4

Unit 8 Exercise 36

TSCM60_1

Exercise 36: Sell a Service Product . Sales orders can also be used to sell services. To test this kind of process, you first have a look at a service product and then use it in the sales process. 1. Display the material master data of the service product T-AS-REPAIR using the following information: Field Name

Value

Plant

1000

Sales Organization

1000


12

Note: Select the Basic Data 1 , Sales: Sales Org. Data 1 + 2 , and Sales: General/Plant Data views.

2. Which material type has been used for the material?

TSCM60_1

Unit 8 Exercise 36

Exercise 36: Sell a Service Product . _____________________________ 3. Which item category has been assigned to the service product? _____________________________ 4. To sell the service product, create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


8-657

Material

T-AS-REPAIR

Unit 8 Exercise 36

TSCM60_1

Exercise 36: Sell a Service Product . Field Name

Value

Order Quantity

1 LE

5. Which item category has been determined for the item? _____________________________ 6. Save the sales order and make a note of the document number. _____________________________ 7. To complete the process, create the invoice with reference to the sales order. Make a note of the document number. _____________________________

TSCM60_1

Unit 8 Solution 36

Solution 36: Sell a Service Product . Sales orders can also be used to sell services. To test this kind of process, you first have a look at a service product and then use it in the sales process. 1. Display the material master data of the service product T-AS-REPAIR using the following information: Field Name

Value

Plant

1000

Sales Organization

1000


12

Note: Select the Basic Data 1 , Sales: Sales Org. Data 1 + 2 , and Sales: General/Plant Data views.

TSCM60_1

Unit 8 Solution 36

Solution 36: Sell a Service Product . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Master Data > Products > Material > Services > Display . b) Enter the material number on the initial screen of the transaction. c) Press ENTER to call the view selection. d) Select the relevant views. e) Choose Continue to confirm your selection. f) Maintain the relevant organizational units. g) Choose Continue to call the master record. 2. Which material type has been used for the material? _____________________________ a) On the Basic Data 1 tab page, choose Information on material .

TSCM60_1

Unit 8 Solution 36

Solution 36: Sell a Service Product . b) In the pop-up window, you can see that the corresponding material type is DIEN. 3. Which item category has been assigned to the service product? _____________________________ a) Choose the Sales: sales org. 2 tab page. The item category LEIS has been assigned to the material. 4. To sell the service product, create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Unit 8 Solution 36

TSCM60_1

Solution 36: Sell a Service Product . Field Name

Value


8-657

Material

T-AS-REPAIR

Order Quantity

1 LE

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Maintain the relevant information. 5. Which item category has been determined for the item? _____________________________

TSCM60_1

Unit 8 Solution 36

Solution 36: Sell a Service Product . a) Double-click the item to call the item details. b) On the top of the screen, you can see that the item category TAD has been determined by the system. 6. Save the sales order and make a note of the document number. _____________________________ a) In the sales order, choose Sales document > Save . 7. To complete the process, create the invoice with reference to the sales order. Make a note of the document number. _____________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Create . b) Enter the number of the sales order in the Document column.

TSCM60_1

Solution 36: Sell a Service Product . c) Choose Billing document > Save to save the invoice.

Unit 8 Solution 36

TSCM60_1


● Sell service products

Unit 9: Complaints Processing Lesson 1: Creating Credit Memo Requests Lesson 2: Cancelling Billing Documents Lesson 3: Creating Invoice Correction Requests Lesson 4: Creating Returns Lesson 5: Performing Advanced Returns Management

TSCM60_1

Lesson 1: Creating Credit Memo Requests Lesson Objectives After completing this lesson, you will be able to:

●

Create a credit memo request

Unit 9 Lesson 1

TSCM60_1

Figure 94: Processes in Complaints Processing

Unit 9 Lesson 1

TSCM60_1

Figure 95: Processing Credit and Debit Memos

Unit 9 Lesson 1

TSCM60_1

Figure 96: Approving a Credit Memo

Unit 9 Lesson 1

TSCM60_1

Unit 9 Exercise 37

Exercise 37: Create a Credit Memo Request . You sell headlights to a customer. After the headlights have been delivered to the customer and he has paid, the customer complains that one of the headlights does not work. You agree with the customer that he will be given credit for the amount he has already paid. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


9-111


in 10 days

TSCM60_1

Unit 9 Exercise 37

Exercise 37: Create a Credit Memo Request . Field Name

Value

Material

T-AS1##

Order quantity

5 pieces

2. Save the order and write down the document number. ________________________________ 3. Create an outbound delivery for the previous sales order using the following information: Field Name

Value

Shipping point

Z0##

Selection date

in 20 days

Order

Your order number

Unit 9 Exercise 37

TSCM60_1

Exercise 37: Create a Credit Memo Request . 4. Save the outbound delivery and record the document number. ________________________________ 5. Pick the delivery and post the goods issue. To do so, create a transfer order using the following information: Field Name

Value

Warehouse Number

010

Delivery

Number of your outbound delivery


Background

Adopt Pick Quantity

2 (include pick quantities in delivery and post GI)

6. Create the billing document with reference to the outbound delivery. Make a note of the document number. ___________________________________

Unit 9 Exercise 37

TSCM60_1

Exercise 37: Create a Credit Memo Request . 7. The customer complains that 1 headlight does not work. Create a corresponding credit memo request with reference to the sales order based on the following information: Field Name

Value

Order Type

CR

Sales Organization

1000


12

Division

00

8. Maintain Damaged in transit as the order reason. 9. Save the credit memo request and record the document number. ___________________________________ 10. Release the credit memo request for billing by removing the billing block.

TSCM60_1

Unit 9 Exercise 37

Exercise 37: Create a Credit Memo Request . 11. Create the credit memo for the credit memo request and make a note of the document number. ___________________________________

TSCM60_1

Unit 9 Solution 37

Solution 37: Create a Credit Memo Request . You sell headlights to a customer. After the headlights have been delivered to the customer and he has paid, the customer complains that one of the headlights does not work. You agree with the customer that he will be given credit for the amount he has already paid. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


9-111


in 10 days

Unit 9 Solution 37

TSCM60_1

Solution 37: Create a Credit Memo Request . Field Name

Value

Material

T-AS1##

Order quantity

5 pieces

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Press ENTER to call the order details. d) Maintain the relevant information. 2. Save the order and write down the document number. ________________________________

Unit 9 Solution 37

TSCM60_1

Solution 37: Create a Credit Memo Request . a) In the sales order, choose Sales document > Save . The document number is assigned internally by the system. 3. Create an outbound delivery for the previous sales order using the following information: Field Name

Value

Shipping point

Z0##

Selection date

in 20 days

Order

Your order number

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Enter the relevant information on the initial screen of the transaction.

TSCM60_1

Unit 9 Solution 37

Solution 37: Create a Credit Memo Request . c) Press ENTER to call the document details. 4. Save the outbound delivery and record the document number. ________________________________ a) In the outbound delivery, choose Outbound Delivery > Save . The document number is assigned internally by the system. 5. Pick the delivery and post the goods issue. To do so, create a transfer order using the following information: Field Name

Value

Warehouse Number

010

Delivery



Background

Unit 9 Solution 37

TSCM60_1


Value

Adopt Pick Quantity


a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Picking > Create Transfer Order > Single Document. b) Enter the relevant information on the initial screen of the transaction. c) Press ENTER to allow the system to create the transfer order. 6. Create the billing document with reference to the outbound delivery. Make a note of the document number. ___________________________________

TSCM60_1

Unit 9 Solution 37

Solution 37: Create a Credit Memo Request . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Create. b) Enter the number of the outbound delivery on the initial screen. c) Choose Billing document > Save . The document number is assigned internally by the system. 7. The customer complains that 1 headlight does not work. Create a corresponding credit memo request with reference to the sales order based on the following information: Field Name

Value

Order Type

CR

Sales Organization

1000


12

Unit 9 Solution 37

TSCM60_1


Value

Division

00

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create. b) Enter the order type and the organizational data on the initial screen of the transaction. c) Choose Sales document > Create with Reference . d) Select the Order tab page. e) Enter the number of the sales order. f) Choose Item Selection .

TSCM60_1

Unit 9 Solution 37

Solution 37: Create a Credit Memo Request . g) On the selection list, reduce the quantity to 1 piece. h) Choose Edit > Copy to copy the item to the credit memo request. 8. Maintain Damaged in transit as the order reason. a) In the credit memo request, choose the Sales tab page. b) Choose the order reason in the respective field. 9. Save the credit memo request and record the document number. ___________________________________ a) Choose Sales document > Save . The document number is assigned internally by the system. 10. Release the credit memo request for billing by removing the billing block. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Change.

TSCM60_1

Unit 9 Solution 37

Solution 37: Create a Credit Memo Request . b) Enter the number of the credit memo request on the initial screen of the transaction. c) Press ENTER to call the document details. d) Select the Sales or Item overview tab page. e) Remove the billing block by choosing the last (empty) entry in the corresponding drop-down list. f) Choose Sales document > Save to adopt the change. 11. Create the credit memo for the credit memo request and make a note of the document number. ___________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Create.

TSCM60_1

Unit 9 Solution 37

Solution 37: Create a Credit Memo Request . b) Enter the number of the credit memo request on the initial screen of the transaction. c) Choose Billing document > Save to create the credit memo. The document number is assigned internally by the system.

TSCM60_1


● Create a credit memo request

TSCM60_1

Lesson 2: Cancelling Billing Documents Lesson Objectives After completing this lesson, you will be able to:

●

Cancel a billing document

Unit 9 Lesson 2

TSCM60_1

Figure 97: Canceling a Billing Document

Unit 9 Lesson 2

TSCM60_1

Unit 9 Exercise 38

Exercise 38: Cancel a Billing Document . Sometimes billing documents have to be canceled due to errors in the document (for example, errors due to incorrect master data). 1. Cancel the credit memo that you created during the last exercise. 2. Display the document flow for your credit memo. Make a note of the number of the cancellation document. __________________________________

TSCM60_1

Unit 9 Solution 38

Solution 38: Cancel a Billing Document . Sometimes billing documents have to be canceled due to errors in the document (for example, errors due to incorrect master data). 1. Cancel the credit memo that you created during the last exercise. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Cancel. b) Enter the document number of the credit memo on the initial screen of the transaction. c) Choose Billing document > Save to cancel the credit memo. 2. Display the document flow for your credit memo. Make a note of the number of the cancellation document. __________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Display.

TSCM60_1

Unit 9 Solution 38

Solution 38: Cancel a Billing Document . b) Enter the number of the credit memo on the screen. c) Choose Environment > Display document flow . You can find the number of the created cancellation document in the document flow.

TSCM60_1


● Cancel a billing document

TSCM60_1

Lesson 3: Creating Invoice Correction Requests Lesson Objectives After completing this lesson, you will be able to:

●

Create an invoice correction request

Unit 9 Lesson 3

TSCM60_1

Figure 98: Processing Invoice Corrections

Unit 9 Lesson 3

TSCM60_1

Figure 99: Invoice Correction Procedure

Unit 9 Lesson 3

TSCM60_1

Unit 9 Exercise 39

Exercise 39: Create an Invoice Correction Request . A customer orders headlights. The material is delivered on time and billed accordingly. However, the customer complains that an agreed discount has not been taken into account on the invoice. You use an invoice correction request to resolve this issue. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


9-222


in 10 days

Material

T-AS1##

TSCM60_1

Unit 9 Exercise 39

Exercise 39: Create an Invoice Correction Request . Field Name

Value

Order quantity

5 pieces

Ensure that no customer discount is recorded in the sales order. 2. Save the order and write down the document number. ________________________________ 3. Create an outbound delivery for the previous sales order using the following information: Field Name

Value

Shipping point

Z0##

Selection date

in 20 days

Order

Your order number

Unit 9 Exercise 39

TSCM60_1

Exercise 39: Create an Invoice Correction Request . 4. Save the outbound delivery and record the document number. ________________________________ 5. Pick the delivery and post the goods issue. To do so, create a transfer order using the following information: Field Name

Value

Warehouse Number

010

Delivery



Background

Adopt Pick Quantity


6. Create the billing document with reference to the outbound delivery. Make a note of the document number. ___________________________________

Unit 9 Exercise 39

TSCM60_1

Exercise 39: Create an Invoice Correction Request . 7. The customer complains that an agreed discount is missing on the invoice. Create a corresponding invoice correction request with reference to the billing document, based on the following information: Field Name

Value

Order Type

RK

Sales Organization

1000


12

Division

00

8. How many items does the document contain? ______________ 9. Maintain Price discrepancy: price was too high as the order reason.

TSCM60_1

Unit 9 Exercise 39

Exercise 39: Create an Invoice Correction Request . 10. Record a customer-specific discount of 10% in item 20 using the condition type K007. 11. What is the net value of the document? ______________ 12. Save the invoice correction request and record the document number. ___________________________________ 13. Release the invoice correction request for billing by removing the billing block. 14. Create the credit memo for the invoice correction request and make a note of the document number. ___________________________________

TSCM60_1

Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request . A customer orders headlights. The material is delivered on time and billed accordingly. However, the customer complains that an agreed discount has not been taken into account on the invoice. You use an invoice correction request to resolve this issue. 1. Create a sales order using the following information: Field Name

Value

Order Type

OR

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##


9-222


in 10 days

Material

T-AS1##

Unit 9 Solution 39

TSCM60_1

Solution 39: Create an Invoice Correction Request . Field Name

Value

Order quantity

5 pieces

Ensure that no customer discount is recorded in the sales order. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Press ENTER to call the order details. d) Maintain the relevant information. e) Double-click item 10 to call the item details. f) Choose the Conditions tab page.

TSCM60_1

Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request . g) If the system has determined a customer discount (for example, using condition type K007), select the corresponding line and choose Delete Row . 2. Save the order and write down the document number. ________________________________ a) In the sales order, choose Sales document > Save . The document number is assigned internally by the system. 3. Create an outbound delivery for the previous sales order using the following information: Field Name

Value

Shipping point

Z0##

Selection date

in 20 days

Order

Your order number

TSCM60_1

Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Enter the relevant information on the initial screen of the transaction. c) Press ENTER to call the document details. 4. Save the outbound delivery and record the document number. ________________________________ a) In the outbound delivery, choose Outbound Delivery > Save . The document number is assigned internally by the system. 5. Pick the delivery and post the goods issue. To do so, create a transfer order using the following information:

Unit 9 Solution 39

TSCM60_1


Value

Warehouse Number

010

Delivery



Background

Adopt Pick Quantity


a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Picking > Create Transfer Order > Single Document. b) Enter the relevant information on the initial screen of the transaction. c) Press ENTER to allow the system to create the transfer order.

TSCM60_1

Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request . 6. Create the billing document with reference to the outbound delivery. Make a note of the document number. ___________________________________ a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document> Create. b) Enter the number of the outbound delivery on the initial screen. c) Choose Billing document > Save . The document number is assigned internally by the system. 7. The customer complains that an agreed discount is missing on the invoice. Create a corresponding invoice correction request with reference to the billing document, based on the following information: Field Name

Value

Order Type

RK

Unit 9 Solution 39

TSCM60_1


Value

Sales Organization

1000


12

Division

00

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create. b) Enter the order type and the organizational data on the initial screen of the transaction. c) Choose Sales document > Create with Reference . d) Enter the number of the billing document in the dialog box. e) Choose Copy .

TSCM60_1

Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request . 8. How many items does the document contain? ______________ a) The document contains two items whose amounts annul each other. 9. Maintain Price discrepancy: price was too high as the order reason. a) In the invoice correction request, choose the Sales tab page. b) Choose the order reason in the respective field. 10. Record a customer-specific discount of 10% in item 20 using the condition type K007. a) Double-click item 20 to call the item details. b) Choose the Conditions tab page. c) In the first empty line, enter condition type K007 and an amount of 10 (%).

TSCM60_1

Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request . d) Press ENTER to adopt the discount. 11. What is the net value of the document? ______________ a) Navigate to the overview screen. b) The net value of the document corresponds to the value of the granted discount. 12. Save the invoice correction request and record the document number. ___________________________________ a) Choose Sales document > Save . The document number is assigned internally by the system. 13. Release the invoice correction request for billing by removing the billing block.

TSCM60_1

Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Change. b) Enter the number of the invoice correction request on the initial screen of the transaction. c) Press ENTER to call the document details. d) Select the Sales or Item overview tab page. e) Remove the billing block by choosing the last (empty) entry in the corresponding dropdown list. f) Choose Sales document > Save to adopt the change. 14. Create the credit memo for the invoice correction request and make a note of the document number. ___________________________________

TSCM60_1

Unit 9 Solution 39

Solution 39: Create an Invoice Correction Request . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Create. b) Enter the number of the invoice correction request on the initial screen of the transaction. c) Choose Billing document > Save to create the credit memo. The document number is assigned internally by the system.

TSCM60_1


● Create an invoice correction request

TSCM60_1

Lesson 4: Creating Returns Lesson Objectives After completing this lesson, you will be able to:

●

Create returns

Unit 9 Lesson 4

TSCM60_1

Figure 100: Returns Processing

Unit 9 Lesson 4

TSCM60_1

Unit 9 Exercise 40

Exercise 40: Create a Return . A customer contacts you and informs you that he has bought too many headlights. The customer wants to return them to get the money back. Since you do very good business with this customer, you agree that the material can be sent back and that the customer will be credited with the amount paid. 1. Create a returns document using the following information: Field Name

Value

Order Type

RE

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Material

T-AS1##

Quantity

5 pieces

Unit 9 Exercise 40

TSCM60_1

Exercise 40: Create a Return . Field Name

Value

Order reason

Quantity discrepancy

2. Save the returns document and record the document number. _____________________________ 3. The headlights have arrived. Create the returns delivery document for the headlight using the following information: Field Name

Value

Shipping Point

Z0##

Order

Number of the return document

4. Post the goods receipt and make a note of the returns delivery document number. ____________________________

TSCM60_1

Unit 9 Exercise 40

Exercise 40: Create a Return . 5. Check the stock overview for the headlight in plant 1000. To which kind of special stock has the quantity of the material been posted? ____________________________ 6. Release the returns document for billing by removing the billing block. 7. Create the credit memo with reference to the returns document and make a note of the document number. ____________________________

TSCM60_1

Unit 9 Solution 40

Solution 40: Create a Return . A customer contacts you and informs you that he has bought too many headlights. The customer wants to return them to get the money back. Since you do very good business with this customer, you agree that the material can be sent back and that the customer will be credited with the amount paid. 1. Create a returns document using the following information: Field Name

Value

Order Type

RE

Sales Organization

1000


12

Division

00

Sold-to party

T-S50A##

Material

T-AS1##

Quantity

5 pieces

Unit 9 Solution 40

TSCM60_1

Solution 40: Create a Return . Field Name

Value

Order reason

Quantity discrepancy

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Create . b) Enter the order type and the organizational units on the initial screen of the transaction. c) Press ENTER to call the document details. d) Maintain the relevant information. 2. Save the returns document and record the document number. _____________________________ a) Choose Sales document > Save . The document number is assigned internally by the system.

Unit 9 Solution 40

TSCM60_1

Solution 40: Create a Return . 3. The headlights have arrived. Create the returns delivery document for the headlight using the following information: Field Name

Value

Shipping Point

Z0##

Order

Number of the return document

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Shipping and Transportation > Outbound Delivery > Create > Single Document > With Reference to Sales Order . b) Enter the shipping point and the document number on the initial screen. c) Press ENTER to call the delivery details. 4. Post the goods receipt and make a note of the returns delivery document number. ____________________________

TSCM60_1

Unit 9 Solution 40

Solution 40: Create a Return . a) In the delivery, choose Edit > Post Goods Receipt . The document is saved automatically and the number is assigned internally by the system. 5. Check the stock overview for the headlight in plant 1000. To which kind of special stock has the quantity of the material been posted? ____________________________ a) From the SAP Easy Access menu, choose Logistics > Materials Management > Inventory Management > Environment > Stock > Stock Overview. b) Enter the material number and the plant on the initial screen of the transaction. c) Choose Program > Execute to navigate to the stock overview. d) Use the scroll bar at the bottom of the screen and scroll to the right. The quantity has been posted to the returns stock. 6. Release the returns document for billing by removing the billing block.

TSCM60_1

Unit 9 Solution 40

Solution 40: Create a Return . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Order > Change. b) Enter the document number on the screen. c) Press ENTER to call the document details. d) Choose the Sales or Item overview tab page. e) Remove the billing block by choosing the last entry (blank) from the drop-down list. f) Choose Sales document > Save to adopt the change. 7. Create the credit memo with reference to the returns document and make a note of the document number. ____________________________

TSCM60_1

Unit 9 Solution 40

Solution 40: Create a Return . a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Billing > Billing Document > Create. b) Enter the number of the returns document on the initial screen. c) Choose Billing document > Save .

TSCM60_1


● Create returns

TSCM60_1

Unit 9 Lesson 5

Lesson 5: Performing Advanced Returns Management Lesson Objectives After completing this lesson, you will be able to:

●

Perform advanced returns management

TSCM60_1

Figure 101: Document Flow in the Advanced Returns Management

Unit 9 Lesson 5

TSCM60_1

Figure 102: Screen Layout of Returns Overview

Unit 9 Lesson 5

TSCM60_1


● Perform advanced returns management

Unit 10: Lists and Analytics for Sales and Distribution Processes Lesson 1: Using Lists and Reports Lesson 2: Performing Analyses in Sales and Distribution

TSCM60_1

Lesson 1: Using Lists and Reports Lesson Objectives After completing this lesson, you will be able to:

●

Explain the sources of information in Sales and Distribution

●

Analyze data using lists and reports

Unit 10 Lesson 1

TSCM60_1

Figure 103: Sources of Sales and Distribution Information

Unit 10 Lesson 1

TSCM60_1

Figure 104: Lists and Reports

Unit 10 Lesson 1

TSCM60_1

Figure 105: How to Use Standard Document Lists

Unit 10 Lesson 1

TSCM60_1

Figure 106: Documents with a Specific Status

Unit 10 Lesson 1

TSCM60_1

Figure 107: Processing Worklists

Unit 10 Lesson 1

TSCM60_1

Figure 108: Document Flow

Unit 10 Lesson 1

TSCM60_1

Unit 10 Exercise 41

Exercise 41: Analyze Data Using Lists and Reports . During daily business, it is essential for sales employees that they can find certain sales documents in the system (for example, incomplete orders or open quotations). To do this, they can use several lists and reports that are available in SAP ERP. You will now work with the list of sales orders as an example. 1. Check whether there are any open orders for material T-AS3## for the current and the past month. Use a suitable list to do this. 2. Display a list of all the orders that have been created for material T-AS1## in the course of this month. 3. Branch to an order and enter the employee Melanie Mayer (personnel number 1701) as a sales representative. Return to the list. Hint: You can branch to an order by double-clicking the entry.

TSCM60_1

Unit 10 Exercise 41

Exercise 41: Analyze Data Using Lists and Reports . 4. Choose the display variant Order item. 5. Sort the list in ascending order based on sold-to party numbers. 6. Restrict the list to standard orders. 7. Determine the net value that has been obtained for this material in the given period of time. 8. Move the document number column to the left end of the list and delete the purchasing order column from the list. 9. Include the information on the plant and shipping point at the end of the list. 10. Display subtotals for each sold-to party. 11. Save your processed list as a user-specific display variant with the name: Layout SCM600-## and the description Order list ## .

TSCM60_1

Unit 10 Exercise 41

Exercise 41: Analyze Data Using Lists and Reports . 12. Set your layout SCM600-## as the initial variant. 13. Send the list including a short note as express mail to another course participant, and a copy to yourself. 14. Call the list using your variant and material T-AS2##.

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . During daily business, it is essential for sales employees that they can find certain sales documents in the system (for example, incomplete orders or open quotations). To do this, they can use several lists and reports that are available in SAP ERP. You will now work with the list of sales orders as an example. 1. Check whether there are any open orders for material T-AS3## for the current and the past month. Use a suitable list to do this. a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales > Information System > Orders > List of Sales Orders. b) Enter T-AS3## in the Material field. c) Choose Open sales orders . d) Maintain the time slot using the Document Date fields. e) Press ENTER to confirm the selection criteria and to populate the list.

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . 2. Display a list of all the orders that have been created for material T-AS1## in the course of this month. a) In the list, choose Goto > Back to navigate back to the selection screen. b) Enter T-AS1## in the Material field. c) Enter appropriate document dates. d) Choose All orders . e) Press ENTER to confirm the selection criteria and to populate the list. 3. Branch to an order and enter the employee Melanie Mayer (personnel number 1701) as a sales representative. Return to the list. Hint: You can branch to an order by double-clicking the entry.

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . a) Double-click one of the selected sales orders. b) Choose Goto > Header > Partner. c) Enter partner function: Sales employee with partner (personnel) number 1701. d) Choose Save and to navigate back to the list. 4. Choose the display variant Order item. a) Choose Settings > Layouts > Choose . b) Choose Order item . c) Take a look at the layout now containing item information, for example material number and quantity. 5. Sort the list in ascending order based on sold-to party numbers. a) Select the Sold-to party column.

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . b) Choose Sort in ascending order . 6. Restrict the list to standard orders. a) Select the Sales Document Type column. b) Choose Set filter . c) Enter sales document type OR . d) Choose ENTER (Execute). 7. Determine the net value that has been obtained for this material in the given period of time. a) Select the Net value column. b) Choose Add up values . 8. Move the document number column to the left end of the list and delete the purchasing order column from the list.

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . a) Choose Current... . b) From the Displayed Columns section, select the Sales Document entry. c) Choose Selected Fields Up several times. d) Optionally, you can use drag and drop to move entries up and down. e) From the Displayed Columns section, select the Purchase order number field. f) Choose Hide selected fields . g) Optionally, you can use drag and drop to move entries from left to right. h) Choose Adopt (ENTER). 9. Include the information on the plant and shipping point at the end of the list. a) Choose Current... .

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . b) From the Column Set section, select the fields Plant and Shipping Point/ Receiving Pt . c) Choose Show selected fields n. d) Move the two fields down using Selected Fields Down . e) Choose Adopt (ENTER). 10. Display subtotals for each sold-to party. a) Select the Sold-to party column. b) Choose Subtotal . 11. Save your processed list as a user-specific display variant with the name: Layout SCM600-## and the description Order list ## . a) Choose Settings > Layouts > Save .

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . b) Enter the layout SCM600-## with the name Order list ## . c) Select the User-Specific check-box. d) Choose Adopt (ENTER). 12. Set your layout SCM600-## as the initial variant. a) Choose Settings > Layouts > Administration . b) Select your layout and choose Define default setting . c) Choose Save . d) Choose Goto > Back . 13. Send the list including a short note as express mail to another course participant, and a copy to yourself. a) Choose List > Save > Office .

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . b) Enter any message text. c) Enter any SCM600-## user ID into the Recipient column. d) Enter your user ID as recipient as well. e) Select the Express mail check-box, which you can find next to the Recipient Type drop-down list. f) Choose Document > Send . 14. Call the list using your variant and material T-AS2##. a) Restart the transaction by choosing Logistics > Sales and Distribution > Sales > Information System > Orders > List of Sales Orders from the SAP Easy Access menu. b) Enter the material number on the initial screen.

TSCM60_1

Unit 10 Solution 41

Solution 41: Analyze Data Using Lists and Reports . c) Press ENTER to populate the list. The list is started using your display variant.

TSCM60_1


● Explain the sources of information in Sales and Distribution ● Analyze data using lists and reports

TSCM60_1

Unit 10 Lesson 2

Lesson 2: Performing Analyses in Sales and Distribution Lesson Objectives After completing this lesson, you will be able to:

●

Analyze data using the Sales Information System (SIS)

●

Explain data analysis in the SAP Business Warehouse

TSCM60_1

Figure 109: Information Systems in SAP ERP

Unit 10 Lesson 2

TSCM60_1

Figure 110: Information Systems of the LIS

Unit 10 Lesson 2

TSCM60_1

Figure 111: Data Warehouse Concepts

Unit 10 Lesson 2

TSCM60_1

Figure 112: Composition of Information Structures

Unit 10 Lesson 2

TSCM60_1

Figure 113: Information Structures in SD

Unit 10 Lesson 2

TSCM60_1

Figure 114: Standard Analyses

Unit 10 Lesson 2

TSCM60_1

Figure 115: Flexible Analyses

Unit 10 Lesson 2

Unit 10 Exercise 42

TSCM60_1

Exercise 42: Analyze Data Using the Sales Information System (SIS) . You will run standard analyses using the Sales Information System and test the various reporting functions. 1. Review the customer sales history for this month by performing a standard customer analysis for all customers in sales organization 1000 and distribution channel 12. Save your selection as selection variant KA-##. Hint: Make sure that the Division field is blank on the selection screen.

2. Change the analysis settings to display the customer number and the customer name. 3. Note down the value of the incoming orders for customer T-S50A##. Do not exit the analysis. Incoming orders T-S50A##: ______________________________

TSCM60_1

Unit 10 Exercise 42

Exercise 42: Analyze Data Using the Sales Information System (SIS) . 4. Drill down the analysis to the bottom level. Note down the characteristics that are used in the analysis. Level of Hierarchy 1. 2. 3. 4. 5. 6.

Characteristic

TSCM60_1

Unit 10 Exercise 42

Exercise 42: Analyze Data Using the Sales Information System (SIS) . Hint: To reach the next level of the analysis, place the cursor on a characteristic in the left-hand column and choose Detail . Optionally, double-click the characteristic.

5. Compare the sequence recorded above with the standard drilldown for this analysis. 6. Display a list of all possible key figures for your customer T-S50A##. Note down two key figures with values that are not included in your display (for example, costs for incoming orders and sales volume). Key Figure 1. 2.

Value

TSCM60_1

Unit 10 Exercise 42

Exercise 42: Analyze Data Using the Sales Information System (SIS) . 7. Add the key figures Incoming orders quantity and Billing quantity to your standard analysis. 8. Compare the two key figures Sales and Invoiced Sales: Cost . Note down the totals for these two values and the percentage difference from both key figures. Sales: ____________________________________________ Invoiced sales: cost ____________________________________________ %: ______________________________________________ 9. Close the comparison. Change the drilldown to show the data broken down by material. 10. Create a Top 3 list of your materials by sales and display the results as percentages.

Unit 10 Solution 42

TSCM60_1

Solution 42: Analyze Data Using the Sales Information System (SIS) . You will run standard analyses using the Sales Information System and test the various reporting functions. 1. Review the customer sales history for this month by performing a standard customer analysis for all customers in sales organization 1000 and distribution channel 12. Save your selection as selection variant KA-##. Hint: Make sure that the Division field is blank on the selection screen.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution > Sales Information System > Standard Analyses > Customer . b) Enter the selection criteria. c) Remove any entry in the Division field.

TSCM60_1

Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System (SIS) . d) Choose Goto > Variants > Save as Variant . e) Enter KA-## as the variant name and any description. f) Choose Variant > Save . g) Choose Customer Analysis > Execute to start the analysis. 2. Change the analysis settings to display the customer number and the customer name. a) Choose Settings > Characteristic display > Key and description . 3. Note down the value of the incoming orders for customer T-S50A##. Do not exit the analysis. Incoming orders T-S50A##: ______________________________ a) The values are in the Total line and the Incoming orders column.

TSCM60_1

Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System (SIS) . 4. Drill down the analysis to the bottom level. Note down the characteristics that are used in the analysis. Level of Hierarchy 1. 2. 3. 4. 5. 6.

Characteristic

Unit 10 Solution 42

TSCM60_1

Solution 42: Analyze Data Using the Sales Information System (SIS) . Hint: To reach the next level of the analysis, place the cursor on a characteristic in the left-hand column and choose Detail . Optionally, double-click the characteristic.

a) Double-click the characteristics until you reach the last level. b) The different characteristics are sold-to party, month, sales organization, distribution channel, division, and material. 5. Compare the sequence recorded above with the standard drilldown for this analysis. a) Choose Extras > Display standard drilldown . The recorded sequence corresponds to the standard drilldown.

Unit 10 Solution 42

TSCM60_1

Solution 42: Analyze Data Using the Sales Information System (SIS) . 6. Display a list of all possible key figures for your customer T-S50A##. Note down two key figures with values that are not included in your display (for example, costs for incoming orders and sales volume). Key Figure

Value

1. 2. a) Place the cursor on the value for a key figure of the customer. b) Choose Extras > All Key Figures . 7. Add the key figures Incoming orders quantity and Billing quantity to your standard analysis. a) On the main screen of the analysis, choose Edit > Choose key figures .

TSCM60_1

Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System (SIS) . b) Find the key figures mentioned in the exercise and move them to the Selection criteria section using the Choose icon. c) Choose Continue (ENTER). 8. Compare the two key figures Sales and Invoiced Sales: Cost . Note down the totals for these two values and the percentage difference from both key figures. Sales: ____________________________________________ Invoiced sales: cost ____________________________________________ %: ______________________________________________ a) Place the cursor on the header of the Sales column. b) Choose Edit > Comparisons > Two key figures. c) Select Invoiced sls: cost .

TSCM60_1

Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System (SIS) . d) Choose Continue (ENTER). e) The relevant values are displayed on the screen. 9. Close the comparison. Change the drilldown to show the data broken down by material. a) Choose Close to close the comparison. b) Choose View > Switch drilldown > Material . c) Choose Continue (ENTER). 10. Create a Top 3 list of your materials by sales and display the results as percentages. a) Place the cursor in the Sales field.

TSCM60_1

Unit 10 Solution 42

Solution 42: Analyze Data Using the Sales Information System (SIS) . b) Choose View > Top N . c) Enter 3 in the Number field. d) Choose Continue (ENTER). e) Choose Settings > Value display > Percent .

TSCM60_1

Figure 116: BI Architecture

Unit 10 Lesson 2

TSCM60_1

Figure 117: SAP NetWeaver BI Info Providers

Unit 10 Lesson 2

TSCM60_1

Figure 118: BI Content

Unit 10 Lesson 2

TSCM60_1


● Analyze data using the Sales Information System (SIS) ● Explain data analysis in the SAP Business Warehouse

Unit 11: Enterprise Structures in Sales and Distribution Lesson 1: Setting Up Enterprise Structures

TSCM60_1

Lesson 1: Setting Up Enterprise Structures Lesson Objectives After completing this lesson, you will be able to:

●

Set up enterprise structures

Unit 11 Lesson 1

TSCM60_1

Figure 119: Enterprise Structures in the SAP System

Unit 11 Lesson 1

TSCM60_1

Figure 120: Integration of Sales in Financial Accounting

Unit 11 Lesson 1

TSCM60_1

Figure 121: Organizational Structures in Sales

Unit 11 Lesson 1

TSCM60_1

Figure 122: Sales Organization

Unit 11 Lesson 1

TSCM60_1

Figure 123: Distribution Channel

Unit 11 Lesson 1

TSCM60_1

Figure 124: Division

Unit 11 Lesson 1

TSCM60_1

Figure 125: Sales Area

Unit 11 Lesson 1

TSCM60_1

Figure 126: Sales Office and Sales Group

Unit 11 Lesson 1

TSCM60_1

Figure 127: Plant

Unit 11 Lesson 1

TSCM60_1

Figure 128: Delivering Plant

Unit 11 Lesson 1

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . Business Example You are part of the project team that is implementing the SAP system at your company. As the employee responsible for sales, you need to understand the structure that has already been created and verify the settings. You have to expand the existing enterprise structure for your sales organization to include the new eSales distribution channel. Hint: The required settings are located in Customizing for Enterprise Structure. You can find some of the organizational data in Sales and Distribution and other data in the Financial Accounting, Logistics - General, and logical execution areas.

Set up your enterprise structures for sales and distribution in the SAP system. Task 1 1. Navigate to the definition of the organizational units and complete the Enterprise Structures data sheet.

TSCM60_1

Exercise 43: Set Up Enterprise Structures . 2.

Unit 11 Exercise 43

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . What is the description of your sales organization 1000? Which currency is used to update the statistics? What is the name and the address of the sales organization?

TSCM60_1


Unit 11 Exercise 43

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . Which distribution channels have been defined for Final customer sale and Service?

TSCM60_1


Unit 11 Exercise 43

TSCM60_1

Exercise 43: Set Up Enterprise Structures . Which division has been created for the Cross-division sales?

Unit 11 Exercise 43

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . Task 2 Familiarize yourself with the enterprise structures that are relevant for sales and that have been configured as organizational structures. 1. Navigate to the assignment of the organizational units and complete the Enterprise Structure data sheet. 2. The organizational units determined above have been used to configure various sales areas for your sales organization 1000. Which sales areas have been defined? Sales Organization The sales area

1000

The sales area

1000


Division

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . 3. Determine the sales offices responsible for managing sales in the sales area 1000/10/00.

4. Add some examples of the sales groups assigned to the sales offices that you listed.

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . 5. Which company code does your sales organization belong to?

Which currency is defined for this company code?

6. Enter the delivering plants that are assigned to the sales organization 1000 and the distribution channel 10 in your data sheet. Task 3 Optional:

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . To meet the goal of establishing new sales possibilities, the management has approved a project for establishing eSales as a new sales channel at your company. The management wants to track the sales and revenues from these transactions separately. In addition, pricing procedures that are different from all other sales processes must be possible. Configure the new organizational units that you will need. 1. Create a new distribution channel for eSales.

Unit 11 Exercise 43

TSCM60_1

Exercise 43: Set Up Enterprise Structures . Hint: Use the Define distribution channel function. Do not use the Copy, delete, check distribution channel function. Background: The Define distribution channel function (only) creates a new distribution channel. The Copy, delete, check distribution channel function is a much more powerful function and it allows you to copy all the distribution channel-specific settings from the template. You can also perform this synchronization later. This function is extremely useful in projects. However, in this course, you are responsible for performing the corresponding Customizing steps yourself.

Distribution channel: Y = 70 + ## (for example, for group 19: Y = 70 + 19 = 89) Description: eSales ##

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . 2. A separate team of employees is being trained to process the orders that are received through eSales. Organizationally, these employees will be grouped in a sales office. Set up the new sales office Ze## eOffice ## for this group. Use the sales office 1000 as a template. Task 4 Optional: Enhance the existing sales organization structures by integrating the new organizational units. 1. Assign the new distribution channel to your sales organization Z000. 2. Build new sales areas with your sales organization Z000; the new distribution channel; and the divisions 00, 01, and 07.

TSCM60_1

Unit 11 Exercise 43

Exercise 43: Set Up Enterprise Structures . 3. Ensure that deliveries for orders from the new sales areas can take place at your distribution centers at the Hamburg, Dresden, and Stuttgart plants. 4. Configure Customizing so that the orders that are entered for your new sales area Z000/ Y / 00 can be assigned to your new sales office ZE## eOffice ##.

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . Business Example You are part of the project team that is implementing the SAP system at your company. As the employee responsible for sales, you need to understand the structure that has already been created and verify the settings. You have to expand the existing enterprise structure for your sales organization to include the new eSales distribution channel. Hint: The required settings are located in Customizing for Enterprise Structure. You can find some of the organizational data in Sales and Distribution and other data in the Financial Accounting, Logistics - General, and logical execution areas.

Set up your enterprise structures for sales and distribution in the SAP system. Task 1 1. Navigate to the definition of the organizational units and complete the Enterprise Structures data sheet.

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . a) Go to Customizing for Enterprise Structure under Definition → Sales and Distribution → Define, copy, delete, check sales organization. 2.

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . What is the description of your sales organization 1000? Which currency is used to update the statistics? What is the name and the address of the sales organization?

.

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . a) In the Choose Activity dialog box, choose Define Sales Organization. b) On the Change View “Sales organizations”: Overview screen, double-click SOrg. 1000. c) On the Change View “Sales organizations”: Details screen, the system displays the following data: Field Name or Data Type

Value

Sales Organization

1000 Germany Frankfurt

Statistics currency

EUR

d) Choose the Address pushbutton. The system displays the following data: Field Name or Data Type

Value

Name

IDES Deutschl-Ffrn

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures .

3.

Field Name or Data Type

Value

Street/House number

Friedrich-Naumann-Straße 16

Postal Code/City

60486 Frankfurt/M

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . Which distribution channels have been defined for Final customer sale and Service?

.

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . a) Go to Customizing for Enterprise Structure under Definition → Sales and Distribution → Define, copy, delete, check distribution channel. b) In the Choose Activity dialog box, choose Define distribution channel. c) On the Change View “Distribution channels”: Overview screen, the system displays the following data:

4.

Field Name or Data Type


Final customer sales

10

Service

14

TSCM60_1

Solution 43: Set Up Enterprise Structures . Which division has been created for the Cross-division sales?

.

Unit 11 Solution 43

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . a) Go to Customizing for Enterprise Structure under Definition → Logistics General → Define, copy, delete, check division. b) In the Choose Activity dialog box, choose Define Division. c) On the Change View “Divisions”: Overview screen, the system displays the following data: Division

Name

Cross-division

00

Task 2 Familiarize yourself with the enterprise structures that are relevant for sales and that have been configured as organizational structures.

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . 1. Navigate to the assignment of the organizational units and complete the Enterprise Structure data sheet. a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Set up sales area. 2. The organizational units determined above have been used to configure various sales areas for your sales organization 1000. Which sales areas have been defined? Sales Organization The sales area

1000

The sales area

1000


Division

a) On the Change View “Assignment Sales Org. - Distribution Channel - Division”: screen, the system displays the following data:

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . Sales Organization


Division

1000

10

00

1000

14

00

3. Determine the sales offices responsible for managing sales in the sales area 1000/10/00.

a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Assign sales office to sales area. b) On the Change View “Assignment Sales Office-Sales Area”: Overview screen, choose the Position button and search for sales organization 1000, distribution channel 10, and division 00. The system displays the following data:

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . Sales Office

Name

1000

Office Frankfurt

1010

Office Hamburg

1030

Office Stuttgart

4. Add some examples of the sales groups assigned to the sales offices that you listed.

a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Assign sales group to sales office. The system displays the following data: Sales Office

Sales Group

Description

1000

100

Gr. F1 Mr. Anton

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . Sales Office

Sales Group

Description

1000

101

Gr. F2 Mr. Mayer

1000

103

Gr. F3 Mr. Ludwig

1010

110

Gr. H1 Mr. Thomas

1010

111

Gr. H2 Mr. Thiel

1030

130

Gr. S1 Ms. Chmiel

1030

131

Gr. S2 Mr. Kaysers

5. Which company code does your sales organization belong to?

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . Which currency is defined for this company code?

a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Assign sales organization to company code. b) On the Change View “Assignment Sales Organization - Company Code”: Overview screen, the system displays the following data: Company Code

Company Name

1000

IDES AG

c) Go to Customizing for Enterprise Structure under Definition → Financial Accounting → Edit, Copy, Delete, Check Company Code.

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . d) In the Choose Activity dialog box, choose Edit Company Code Data. e) On the Change View “Company Code”: Overview screen, double-click Company Code 1000. f) On the Change View “Company Code”: Details screen, the system displays the following data: Field Name or Data Type

Value

Currency

EUR

6. Enter the delivering plants that are assigned to the sales organization 1000 and the distribution channel 10 in your data sheet. a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Assign sales organization - distribution channel - plant.

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . b) On the Change View “Assignment Sales Organization/Distribution Channel – Plant screen, choose the Position button and search for sales organization 1000 and distribution channel 10. The system displays the following data: Plant

Name 1

1000

Hamburg

1100

Berlin

1200

Dresden

1300

Frankfurt

Task 3 Optional: To meet the goal of establishing new sales possibilities, the management has approved a project for establishing eSales as a new sales channel at your company. The management

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . wants to track the sales and revenues from these transactions separately. In addition, pricing procedures that are different from all other sales processes must be possible. Configure the new organizational units that you will need. 1. Create a new distribution channel for eSales.

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . Hint: Use the Define distribution channel function. Do not use the Copy, delete, check distribution channel function. Background: The Define distribution channel function (only) creates a new distribution channel. The Copy, delete, check distribution channel function is a much more powerful function and it allows you to copy all the distribution channel-specific settings from the template. You can also perform this synchronization later. This function is extremely useful in projects. However, in this course, you are responsible for performing the corresponding Customizing steps yourself.

Distribution channel: Y = 70 + ## (for example, for group 19: Y = 70 + 19 = 89) Description: eSales ##

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . a) Go to Customizing for Enterprise Structure under Definition → Sales and Distribution → Define, copy, delete, check distribution channel. b) In the Choose Activity dialog box, choose Define distribution channel. c) On the Change View “Distribution channels”: Overview screen, choose the New Entries pushbutton. d) Enter the following values: Field Name or Data Type

Value


<70 + ##>

Description

e) Save your new distribution channel details. 2. A separate team of employees is being trained to process the orders that are received through eSales. Organizationally, these employees will be grouped in a

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . sales office. Set up the new sales office Ze## eOffice ## for this group. Use the sales office 1000 as a template. a) Go to Customizing for Enterprise Structure under Definition → Sales and Distribution → Maintain sales office. b) Choose Sales office 1000, and choose the Copy As pushbutton. c) Enter sales office and description . Choose the Copy pushbutton. d) On Edit address screen, choose the Copy pushbutton. In the Adjustment of Title and Name dialog box, choose the Yes pushbutton. e) Save your new sales office details. Task 4 Optional:

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . Enhance the existing sales organization structures by integrating the new organizational units. 1. Assign the new distribution channel to your sales organization Z000. a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Assign distribution channel to sales organization. b) On the Change View “Assignment Sales Organization - Distribution Channel”: Overview screen, choose the New Entries pushbutton. c) Enter the following values: Field Name or Data Type

Value

SOrg.

Z000

DChl

<70 + ##>

d) Save your new distribution channel for your sales organization.

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . 2. Build new sales areas with your sales organization Z000; the new distribution channel; and the divisions 00, 01, and 07. a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Set up sales area. b) On the Change View “Assignment Sales Org. – Distribution Channel - Division”: screen, choose the New Entries pushbutton. c) Enter the following values: Sales Organization


Division

Z000

<70 + ##>

00

Z000

<70 + ##>

01

Z000

<70 + ##>

07

d) Save sales areas for your sales organization.

Unit 11 Solution 43

TSCM60_1

Solution 43: Set Up Enterprise Structures . 3. Ensure that deliveries for orders from the new sales areas can take place at your distribution centers at the Hamburg, Dresden, and Stuttgart plants. a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Assign sales organization - distribution channel - plant. b) On the Change View “Assignment Sales Organization/Distribution Channel Plant screen, choose the New Entries pushbutton. c) Enter the following values: Sales Organization


Plant

Z000

<70 + ##>

1000

Z000

<70 + ##>

1200

Z000

<70 + ##>

1400

d) Save the plant for your sales organization.

TSCM60_1

Unit 11 Solution 43

Solution 43: Set Up Enterprise Structures . 4. Configure Customizing so that the orders that are entered for your new sales area Z000/ Y / 00 can be assigned to your new sales office ZE## eOffice ##. a) Go to Customizing for Enterprise Structure under Assignment → Sales and Distribution → Assign sales office to sales area. b) On the Change View “Assignment Sales office-sales area”: Overview screen, choose the New Entries pushbutton. c) Enter Z000 as the sales organization, <70 + ##> as the distribution channel, 00 as the division, and ZE## as the sales office. d) Save your entries.

TSCM60_1


● Set up enterprise structures

TSCM60_1

Unit 11

Determine whether this statement is true or false.

"You can assign a sales organization to multiple company codes and plants."

TSCM60_1

Unit 11


"You can assign a sales organization to multiple company codes and plants." False

TSCM60_1

Unit 11


"Several company codes can use the same chart of accounts."

TSCM60_1

Unit 11


"Several company codes can use the same chart of accounts." True

Unit 12: Sales Order Processing Lesson 1: Identifying Sources of Document Data Lesson 2: Using Additional Functions During Sales Order Processing

TSCM60_1

Lesson 1: Identifying Sources of Document Data Lesson Objectives After completing this lesson, you will be able to:

●

Identify the sources of document data

Unit 12 Lesson 1

TSCM60_1

Figure 129: Sources of Document Data

Unit 12 Lesson 1

TSCM60_1

Figure 130: Proposing Order Data from Master Data

Unit 12 Lesson 1

TSCM60_1

Figure 131: Sales Order Entry – Deriving the Sales Area

Unit 12 Lesson 1

TSCM60_1

Figure 132: Business Partners from the Customer Master

Unit 12 Lesson 1

TSCM60_1

Figure 133: Proposing Order Data from the Customer Master

Unit 12 Lesson 1

TSCM60_1

Figure 134: Business Data

Unit 12 Lesson 1

TSCM60_1

Figure 135: Proposing Plants Automatically

Unit 12 Lesson 1

TSCM60_1

Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data . Business Example To optimize the entry and processing of sales documents, you are required to enter only a few items when creating sales documents. The majority of the information must be copied from the master data. Identify how master data is proposed in sales documents. Task 1 1. Create a standard order for the product T-ATC## (1 unit) with the purchase order number ##LO605-OR03. Do not specify the sales area (delete any value that is suggested by the system). The ship-to party is T-S62F##. 2. Which sold-to party does the system determine?

TSCM60_1

Exercise 44: Identify Sources of Document Data . Sold-to party:

Unit 12 Exercise 44

TSCM60_1

Exercise 44: Identify Sources of Document Data . 3. Which sales area does the system determine?

Unit 12 Exercise 44

TSCM60_1

Exercise 44: Identify Sources of Document Data . Sales area:

Unit 12 Exercise 44

TSCM60_1

Exercise 44: Identify Sources of Document Data . Where does the system find this information?

Unit 12 Exercise 44

TSCM60_1

Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data . Task 2 Your customer T-S62A## places an order with you. The customer wants the delivery to take place in two weeks. The purchase order number is ##LO605-OR04. 1. Enter an item for 5 pieces of the material T-ATC##. You offer the following terms of payment to your customer for this item: 14 days 3%, 30 days 2%, 45 days net. Terms of payment:

TSCM60_1

Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data . 2. Enter another item for 20 units of the material T-ATD##. This item has different terms of payment: 20 days 2%, 30 days net. This material must also be delivered to another address. Change the ship-to party of this item to your customer T-S62B##. Terms of payment:

3. Deliver the order on the delivery date that is requested by your customer.

Unit 12 Exercise 44

TSCM60_1

Exercise 44: Identify Sources of Document Data . What message appears in the log?

Hint: If necessary, set the selection date for the delivery to two weeks from today.

4. Which delivering plant is determined by the system?

TSCM60_1

Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data . Delivering plant for the material T-ATC##:

Delivering plant for the material T-ATD##:

5. Which master records does the system use to extract this information?

TSCM60_1

Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data . Task 3 1. Your plant 1000 contains stock for the material T-ATD##. When the customer TS62A## in the sales organization 1000 and distribution channel 10 orders the customer-specific material, the material T-ATD## must be delivered from the plant 1000. Save the agreement with your customer as a master record. Create a customer-specific material information record so that this material is always taken from plant 1000 for this customer. 2. The customer manages this material with the number PC-M-## and description PC-Monitor ##. Enter these details into the customer-specific material information record. 3. You receive an order from the customer T-S62A## with the purchase order number ##LO605OR05. The customer orders 12 pieces of PC-Monitor ##, which

TSCM60_1

Unit 12 Exercise 44

Exercise 44: Identify Sources of Document Data . the customer manages under the material number PC-M-##. The customer wants to receive the delivery in two weeks. Create the sales order. Can you meet the requested delivery date? Which plant will be used to supply the delivery? Hint: You can use the Ordering Party overview screen to enter items with the purchase order numbers of the customer.

TSCM60_1

Unit 12 Solution 44

Solution 44: Identify Sources of Document Data . Business Example To optimize the entry and processing of sales documents, you are required to enter only a few items when creating sales documents. The majority of the information must be copied from the master data. Identify how master data is proposed in sales documents. Task 1 1. Create a standard order for the product T-ATC## (1 unit) with the purchase order number ##LO605-OR03. Do not specify the sales area (delete any value that is suggested by the system). The ship-to party is T-S62F##. a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Sales → Order → Create (VA01). b) On Create Sales Order: Initial Screen, enter OR in the Order Type field and choose Enter.

Unit 12 Solution 44

TSCM60_1

Solution 44: Identify Sources of Document Data . c) On the Create Standard Order: Overview screen, enter the following data: Field Name or Data Type

Value

Ship-To Party

T-S62F##

PO Number

##LO605-OR03

Material

T-ATC##

Order Quantity

1

d) Choose Enter. 2. Which sold-to party does the system determine?

TSCM60_1

Solution 44: Identify Sources of Document Data . Sold-to party:

.

Unit 12 Solution 44

TSCM60_1

Solution 44: Identify Sources of Document Data . a) The Sold-To Party field displays T-S62E## HiTech AG. 3. Which sales area does the system determine?

Unit 12 Solution 44

TSCM60_1

Solution 44: Identify Sources of Document Data . Sales area:

.

Unit 12 Solution 44

TSCM60_1

Solution 44: Identify Sources of Document Data . Where does the system find this information?

.

Unit 12 Solution 44

TSCM60_1

Unit 12 Solution 44

Solution 44: Identify Sources of Document Data . a) The Sales area field displays 1000/10/00. The system determines the sold-to party from the ship-to party. The sales area is then determined from the sold-to party master record.

Task 2 Your customer T-S62A## places an order with you. The customer wants the delivery to take place in two weeks. The purchase order number is ##LO605-OR04. 1. Enter an item for 5 pieces of the material T-ATC##. You offer the following terms of payment to your customer for this item: 14 days 3%, 30 days 2%, 45 days net.

TSCM60_1

Unit 12 Solution 44

Solution 44: Identify Sources of Document Data . Terms of payment:

a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Sales → Order → Create (VA01). b) On Create Sales Order: Initial Screen, enter OR in the Order Type field and choose Enter. c) On the Create Standard Order: Overview screen, enter the following data: Field Name or Data Type

Value

Sold-To Party

T-S62A##

PO Number

##LO605-OR04

Material

T-ATC##

Unit 12 Solution 44

TSCM60_1

Solution 44: Identify Sources of Document Data . Field Name or Data Type

Value

Order Quantity

5

Payment terms

ZB01

d) Choose Enter. The system displays the terms of payment as 14 days 3%, 30 days 2%, 45 days net. 2. Enter another item for 20 units of the material T-ATD##. This item has different terms of payment: 20 days 2%, 30 days net. This material must also be delivered to another address. Change the ship-to party of this item to your customer T-S62B##. Terms of payment:

TSCM60_1

Unit 12 Solution 44

Solution 44: Identify Sources of Document Data . a) On the Create Standard Order: Overview screen, enter another material TATD## with quantity 20. Choose Enter. b) Double-click to select the line item for the new material and go to the item Partners tab page. Replace the existing ship-to party with T-S62B##. Choose Enter. In the dialog boxes that appear, choose Continue. Redetermine the plant/shipping point. c) Go to the item Billing Document tab page and replace the payment terms by ZB03. d) Choose Enter. The system displays the terms of payment as 20 days 2%, 30 days net. e) Save the order. 3. Deliver the order on the delivery date that is requested by your customer.

Unit 12 Solution 44

TSCM60_1

Solution 44: Identify Sources of Document Data . What message appears in the log?

Hint: If necessary, set the selection date for the delivery to two weeks from today.

a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order (VL01N). b) On the Create Outbound Delivery with Order Reference screen, enter the following data:

Unit 12 Solution 44

TSCM60_1


Value

Shipping point

1200

Selection date

Order

c) Choose Enter. d) Choose Error → Log. There is a delivery split for both items because of different routes. The two order items are to be delivered to different ship-to parties; which means that each one has to be a separate delivery. 4. Which delivering plant is determined by the system?

TSCM60_1

Unit 12 Solution 44

Solution 44: Identify Sources of Document Data . Delivering plant for the material T-ATC##:

Delivering plant for the material T-ATD##:

a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Sales → Order → Display (VA03). b) On Display Sales Order: Initial Screen, enter the order number that you generated. Choose Enter. c) Select the item 10 and go to the item shipping. The Plnt field displays 1200. d) Select the item 20 and go to the item shipping. The Plnt field displays 1200.

TSCM60_1

Unit 12 Solution 44

Solution 44: Identify Sources of Document Data . 5. Which master records does the system use to extract this information? Materials master records

Task 3 1. Your plant 1000 contains stock for the material T-ATD##. When the customer TS62A## in the sales organization 1000 and distribution channel 10 orders the customer-specific material, the material T-ATD## must be delivered from the plant 1000. Save the agreement with your customer as a master record. Create a customer-specific material information record so that this material is always taken from plant 1000 for this customer.

TSCM60_1

Unit 12 Solution 44

Solution 44: Identify Sources of Document Data . a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Master Data → Agreements → Customer Material Information → Create (VD51). b) On the Create Customer-Material Info Record screen, enter the following data: Field Name or Data Type

Value

Customer

T-S62A##

Sales Organization

1000


10

c) On Create Customer-Material Info Record: Overview Screen, enter the following data: Field Name or Data Type

Value

Material no.

T-ATD##

TSCM60_1

Unit 12 Solution 44


Value

Cust. material

PC-M-##

d) Choose Enter. 2. The customer manages this material with the number PC-M-## and description PC-Monitor ##. Enter these details into the customer-specific material information record. a) On Create Customer-Material Info Record: Overview Screen, choose the Info record details pushbutton. b) On Create Customer-Material Info Record: Item Screen, enter the following data: Field Name or Data Type

Value

Customer Material

PC-M-##

Unit 12 Solution 44

TSCM60_1


Value

Customer description

PC-Monitor ##

Plant

1000

c) Save the record. 3. You receive an order from the customer T-S62A## with the purchase order number ##LO605OR05. The customer orders 12 pieces of PC-Monitor ##, which the customer manages under the material number PC-M-##. The customer wants to receive the delivery in two weeks. Create the sales order. Can you meet the requested delivery date? Which plant will be used to supply the delivery?

TSCM60_1

Unit 12 Solution 44

Solution 44: Identify Sources of Document Data . Hint: You can use the Ordering Party overview screen to enter items with the purchase order numbers of the customer.

a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Sales → Order → Create (VA01). b) On Create Sales Order: Initial Screen, enter OR in the Order Type field and choose Enter. c) On the Create Standard Order: Overview screen, enter the following data: Field Name or Data Type

Value

Sold-To Party

T-S62A##

PO Number

##LO605-OR05

Unit 12 Solution 44

TSCM60_1


Value

Req. deliv.date

d) On the Ordering party tab page, enter the following data: Field Name or Data Type

Value

Customer Material Number

PC-M-##

Order Quantity

12

e) Choose Enter. The system displays the plant as 1000. The requested delivery date can be met. f) Save the order.

TSCM60_1


● Identify the sources of document data

TSCM60_1

Unit 12 Lesson 2

Lesson 2: Using Additional Functions During Sales Order Processing Lesson Objectives After completing this lesson, you will be able to:

●

Use additional functions during sales order processing

TSCM60_1

Figure 136: Sales Summary

Unit 12 Lesson 2

TSCM60_1

Figure 137: Changes to Sales Documents

Unit 12 Lesson 2

TSCM60_1

Figure 138: Blocks

Unit 12 Lesson 2

TSCM60_1

Figure 139: Item Rejection

Unit 12 Lesson 2

TSCM60_1

Figure 140: Changes to the Sold-To Party in the Sales Document

Unit 12 Lesson 2

TSCM60_1

Unit 12 Exercise 45

Exercise 45: Use Additional Functions During Sales Order Processing . Business Example Your company has implemented the SAP system. As an employee who is responsible for sales order processing, you need to create sales documents. To optimize the process, you must be required to enter only a few items when creating sales documents and the majority of the information must be copied from the master data. Add another order item to the standard order that is created with reference to the purchase order number ##LO605-OR05. Reject the first order item with the purchase order number ##LO605-OR05 by entering a relevant reason for rejection. Task 1 Your customer informs you that they would like to add materials to their purchase order number ##LO605-OR05. 1. Enter another item for 16 units of the material T-ATE##. The delivery date is two weeks from today.

TSCM60_1

Unit 12 Exercise 45

Exercise 45: Use Additional Functions During Sales Order Processing . Task 2 Your customer can get the first order item of the document ##LO605-OR05 for a better price somewhere else. Therefore, they reject this item. 1. Cancel this item by entering the relevant reason for rejection. 2. Display the delivery and rejection status for the order. 3. Create a delivery for this order by using the shipping point 1200. The delivery date is two weeks from today. Decrease the quantity of the first item in the delivery by half. Save the delivery. Check the status of the order.

TSCM60_1

Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order Processing . Business Example Your company has implemented the SAP system. As an employee who is responsible for sales order processing, you need to create sales documents. To optimize the process, you must be required to enter only a few items when creating sales documents and the majority of the information must be copied from the master data. Add another order item to the standard order that is created with reference to the purchase order number ##LO605-OR05. Reject the first order item with the purchase order number ##LO605-OR05 by entering a relevant reason for rejection. Task 1 Your customer informs you that they would like to add materials to their purchase order number ##LO605-OR05. 1. Enter another item for 16 units of the material T-ATE##. The delivery date is two weeks from today.

TSCM60_1

Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order Processing . a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Sales → Order → Change (VA02). b) Enter the purchase order number ##LO605-OR05 and choose the Search pushbutton. Select the sales order that you created in the previous exercise. c) On the Change Sales Order screen, enter another material T-ATE## with 16 as the quantity. d) Choose Enter. Task 2 Your customer can get the first order item of the document ##LO605-OR05 for a better price somewhere else. Therefore, they reject this item.

TSCM60_1

Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order Processing . 1. Cancel this item by entering the relevant reason for rejection. a) On the Create Standard Order: Overview screen, choose the Reason for rejection tab page. b) For the material T-ATD##, select 03 Too expensive in the Reason for rejection column. c) Save the sales order. 2. Display the delivery and rejection status for the order. a) On Display Sales Order: Initial Screen, in the Order field, enter the order number of the order that you created. b) Choose the Status overview pushbutton.

TSCM60_1

Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order Processing . c) On the Sales Order: Status Overview screen, choose the Expand all pushbutton. The following information is displayed: Field Name or Data Type

Value

Total processing

Being processed

Header Status: Delivery

Not delivered

Header status: Reject

Partially rejected

For item 10, the following information is displayed: Field Name or Data Type

Value

Total processing

Completed

Item - Delivery status

Not delivered

Unit 12 Solution 45

TSCM60_1

Solution 45: Use Additional Functions During Sales Order Processing . Field Name or Data Type

Value

Item - Rejection status

Fully rejected


Value

Total processing

Open

Item - Delivery status

Not delivered

Item - Rejection status

Nothing rejected

3. Create a delivery for this order by using the shipping point 1200. The delivery date is two weeks from today. Decrease the quantity of the first item in the delivery by half. Save the delivery. Check the status of the order.

TSCM60_1

Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order Processing . a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order (VL01N). b) On the Create Outbound Delivery with Order Reference screen, enter the following values: Field Name or Data Type

Value

Shipping Point

1200

Selection date

Order

Unit 12 Solution 45

TSCM60_1

Solution 45: Use Additional Functions During Sales Order Processing . c) Choose Enter. d) On the Delivery Create: Overview screen, enter the following values: Field Name or Data Type

Value

Material

T-ATE##

Deliv. Qty

8

e) Save the delivery and exit. f) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Sales → Order → Display (VA03). g) On Display Sales Order: Initial Screen, in the Order field, enter the order number of the order that you created. Choose the Status overview pushbutton.

TSCM60_1

Unit 12 Solution 45

Solution 45: Use Additional Functions During Sales Order Processing . h) On the Sales Order: Status Overview screen, choose the Expand all pushbutton. The following information is displayed for item 10: Field Name or Data Type

Value

Total processing

Completed

Header - Delivery status

Not delivered


Value

Total processing

Being processed

Header - Delivery status

Partially delivered

TSCM60_1


● Use additional functions during sales order processing

TSCM60_1 Which of the following business partners are essential for a sales transaction? Choose the correct answers.

A. Sold-to party B. Contact person C. Ship-to party D. Forwarding Agent

Unit 12

TSCM60_1 Which of the following business partners are essential for a sales transaction?

A. Sold-to party C. Ship-to party

Unit 12

TSCM60_1

Unit 12


"The shipping conditions of a sales order are copied from the...."

TSCM60_1

Unit 12


"The shipping conditions of a sales order are copied from the...." True

TSCM60_1 During the determination of the delivering plant, the system checks the _______ first. Choose the correct answer.

A. Customer Material Information Record B. Customer Master Record C. Material Master Record

Unit 12

TSCM60_1 During the determination of the delivering plant, the system checks the _______ first.

A. Customer Material Information Record

Unit 12

TSCM60_1 On which levels can a billing block be set in a sales document? Choose the correct answers.

A. Header level B. Item level C. Schedule line level

Unit 12

TSCM60_1 On which levels can a billing block be set in a sales document?

A. Header level B. Item level

Unit 12

Tscm60 1 en Col10 Ilt Fv Show

Recommend Documents