SCM605

SaIes
mySAP Supply Chain Management
Date
Training Center
Ìnstructors
Education Website
Instructor Handbook
Course Version: 2003 Q1
Course Duration: 5 Day(s)
Material Number: 50063203
Owner: Richard Zanghi (i011306)
An SAP Ccnpass ccursc - usc i| |c |carn, rcfcrcncc i| fcr ucr|
Copyright
Copyiighl © 2OO2 SAI AC. AII iighls ieseived.
No pail of lhis pulIicalion nay le iepioduced oi liansnilled in any foin oi foi any
puipose vilhoul lhe expiess peinission of SAI AC. The infoinalion conlained heiein nay
le changed vilhoul piioi nolice.
Sone soflvaie pioducls naikeled ly SAI AC and ils disliilulois conlain piopiielaiy
soflvaie conponenls of olhei soflvaie vendois.
Trademarks
- Miciosofl
®
, WINDOWS
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, NT
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, LXCLL
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, Woid
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, IoveiIoinl
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and SQL Seivei
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aie
iegisleied liadenaiks of Miciosofl Coipoialion.
- IßM
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, Dß2
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, OS/2
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, Dß2/6OOO
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, IaiaIIeI SyspIex
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, MVS/LSA
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, RS/6OOO
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, AIX
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,
S/39O
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, AS/4OO
®
, OS/39O
®
, and OS/4OO
®
aie iegisleied liadenaiks of IßM
Coipoialion.
- ORACLL
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is a iegisleied liadenaik of ORACLL Coipoialion.
- INIORMIX
®
-OnLine foi SAI and INIORMIX
®
Dynanic SeiveiTM aie iegisleied
liadenaiks of Infoinix Soflvaie Incoipoialed.
- UNIX
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, X/Open
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, OSI/1
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, and Molif
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aie iegisleied liadenaiks of lhe Open Cioup.
- Ciliix
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, lhe Ciliix Iogo, ICA
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, Iiogian Neighloihood
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, MelaIiane
®
, WinIiane
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,
VideoIiane
®
, MuIliWin
®
and olhei Ciliix pioducl nanes iefeienced heiein aie
liadenaiks of Ciliix Syslens, Inc.
- HTML, DHTML, XML, XHTML aie liadenaiks oi iegisleied liadenaiks of W3C
®
,
WoiId Wide Wel Consoiliun, Massachusells Inslilule of TechnoIogy.
- }AVA
®
is a iegisleied liadenaik of Sun Miciosyslens, Inc.
- }AVASCRIIT
®
is a iegisleied liadenaik of Sun Miciosyslens, Inc., used undei
Iicense foi lechnoIogy invenled and inpIenenled ly Nelscape.
- SAI, SAI Logo, R/2, RIVA, R/3, SAI AichiveLink, SAI ßusiness WoikfIov,
WelIIov, SAI LaiIyWalch, ßAII, SAIIHIRL, Managenenl Cockpil, nySAI.con
Logo and nySAI.con aie liadenaiks oi iegisleied liadenaiks of SAI AC in
Ceinany and in seveiaI olhei counliies aII ovei lhe voiId. AII olhei pioducls
nenlioned aie liadenaiks oi iegisleied liadenaiks of lheii iespeclive conpanies.
DiscIaimer
THLSL MATLRIALS ARL IROVIDLD ßY SAI ON AN "AS IS" ßASIS, AND SAI
LXIRLSSLY DISCLAIMS ANY AND ALL WARRANTILS, LXIRLSS OR AIILILD,
INCLUDINC WITHOUT LIMITATION WARRANTILS OI MLRCHANTAßILITY AND
IITNLSS IOR A IARTICULAR IURIOSL, WITH RLSILCT TO THLSL MATLRIALS
AND THL SLRVICL, INIORMATION, TLXT, CRAIHICS, LINKS, OR ANY OTHLR
MATLRIALS AND IRODUCTS CONTAINLD HLRLIN. IN NO LVLNT SHALL SAI ßL
LIAßLL IOR ANY DIRLCT, INDIRLCT, SILCIAL, INCIDLNTAL, CONSLQULNTIAL,
OR IUNITIVL DAMACLS OI ANY KIND WHATSOLVLR, INCLUDINC WITHOUT
LIMITATION LOST RLVLNULS OR LOST IROIITS, WHICH MAY RLSULT IROM THL
USL OI THLSL MATLRIALS OR INCLUDLD SOITWARL COMIONLNTS.
About this Handbook
This handlook is inlended lo conpIenenl lhe insliucloi-Ied piesenlalion
of lhis couise, and seive as a souice of iefeience. Il is nol suilalIe foi
seIf-sludy.
Typographic Conventions
The foIIoving lypogiaphic convenlions aie used in lhis guide.
Typc 5ty!c DcscrIptInn
|xanp|c |cx| Woids oi chaiacleis lhal appeai on lhe scieen.
These incIude fieId nanes, scieen lilIes,
pushlullons as veII as nenu nanes, palhs, and
oplions.
AIso used foi cioss-iefeiences lo olhei
docunenlalion lolh inleinaI (in lhis
docunenlalion) and exleinaI (in olhei Iocalions,
such as SAINel).
Examp!c tcxt Lnphasized voids oi phiases in lody lexl, lilIes
of giaphics, and lalIes
LXAMILL TLXT Nanes of eIenenls in lhe syslen. These incIude
iepoil nanes, piogian nanes, liansaclion codes,
lalIe nanes, and individuaI key voids of a
piogianning Ianguage, vhen suiiounded ly
lody lexl, foi exanpIe SLLLCT and INCLUDL.
Example text Scieen oulpul. This incIudes fiIe and diiecloiy
nanes and lheii palhs, nessages, nanes of
vaiialIes and paianeleis, and passages of lhe
souice lexl of a piogian.
Example text Lxacl usei enliy. These aie voids and chaiacleis
lhal you enlei in lhe syslen exaclIy as lhey
appeai in lhe docunenlalion.
<Example text> VaiialIe usei enliy. Ioinled liackels indicale
lhal you iepIace lhese voids and chaiacleis vilh
appiopiiale enliies.
April 2003 © 2002 SAP AG. All rights reserved. iii
About this Handbook SCM605
Icons in Body Text
The foIIoving icons aie used in lhis handlook.
Icnn McanIng
Ioi noie infoinalion, lips, oi lackgiound
Nole oi fuilhei expIanalion of pievious poinl
Lxceplion oi caulion
Iioceduies
Indicales lhal lhe ilen is dispIayed in lhe
insliucloi´s piesenlalion.
iv © 2002 SAP AG. All rights reserved. April 2003
Contents
Course Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Course Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Unit 1: Introduction. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Basics of a Sales Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Unit 2: Enterprise Structure in SaIes and Distribution. . . . . . . . . . 33
Organizational Units in the Sales Process. . . . . . . . . . . . . . . . . . . . . . . . . 35
Unit 3: SaIes Order Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Entering Sales Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Processing Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Unit 4: ControIIing SaIes Documents with SaIes Document
Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Functions and Customizing of the Sales Document type. . . . . . .127
Unit 5: ControIIing SaIes Documents with the Item Category 159
Functions and Customizing of Ìtem Categories. . . . . . . . . . . . . . . . . .161
Bills of Material (BOMs) in the Sales Document . . . . . . . . . . . . . . . . .183
Unit 6: ControIIing SaIes Documents with ScheduIe Line
Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Functions and Customizing of Schedule Line Categories. . . . . .209
Unit 7: Data FIow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Understanding Document Flow and Completion Status . . . . . . . .239
Copy Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .258
Unit 8: SpeciaI Business Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Special Business Transactions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .283
Consignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .296
Unit 9: IncompIetion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Working with and Customizing the Ìncompletion Log . . . . . . . . . . .321
April 2003 © 2002 SAP AG. All rights reserved. v
Contents SCM605
Unit 10: Business Partners and Partner Determination. . . . . . . . 349
Business Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .351
Partner Determination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .370
Unit 11: OutIine Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Basics of Outline Agreements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .397
Value Contracts and Partners Authorized to Release. . . . . . . . . . .419
Unit 12: MateriaI Determination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Material Determination, Listings, and Exclusions. . . . . . . . . . . . . . . .463
Unit 13: Free Goods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Working with and Customizing Free Goods . . . . . . . . . . . . . . . . . . . . . .501
Unit 14: SaIes Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527
Sales to Employees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .529
Bills of Material (BOMs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .555
Material Determination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .593
Appendix 1: Reference MateriaIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 633
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 635
vi © 2002 SAP AG. All rights reserved. April 2003
Course Overview
This couise viII piovide you vilh lhe necessaiy knovIedge foi conlioIIing
saIes docunenls in SAI R/3. AddilionaIIy, il piovides infoinalion aloul
lhe nosl inpoilanl funclions lhal affecl saIes docunenl piocessing and
hov lo sinpIify saIes oidei piocessing. You viII le alIe lo desciile aII lhe
aspecls of lhe lusiness piocess conceined vilh saIes and inpIenenl lhen
in SAI R/3. Duiing lhe couise, you viII sel up and use funclions such
as pioducl seIeclion, Iisling/excIusion, and fiee goods. IinaIIy, you viII
le alIe lo configuie lhe cuslonizing sellings needed lo inpIenenl youi
conpany´s saIes and disliilulion needs. The Iasl day has leen designed
lo exlend lhe ideas coveied in lhe nain unils ly pioviding you vilh lhe
chance lo use vhal you Ieained in lhe conlexl of delaiIed exeicises lhal aie
specificaIIy oiienled lo lusiness piocesses. DelaiIed desciiplions of lhe
piocesses in lhe exeicises and soIulions viII piovide you vilh a looI lhal
can heIp vhen inpIenenling youi ovn piocesses in SAI R/3.
Target Audience
This couise is inlended foi lhe foIIoving audiences:
- Iiojecl lean nenleis vho aie iesponsilIe foi inpIenenling SAI
SaIes and Disliilulion
- SAI consuIlanls
Course Prerequisites
Required KnowIedge
- SCM6OO - Iiocesses in SaIes and Disliilulion
- ßasic undeislanding of oidei piocessing and saIes and disliilulion in
lhe lusiness voiId
Recommended KnowIedge
- SAIO1 - SAI Oveiviev
- ßasic navigalion in SAI R/3
Course Duration DetaiIs
UnIt 1:
IntrnductInn
ßasics of a SaIes Tiansaclion 6O ninules
UnIt 2: EntcrprIsc 5tructurc In 5a!cs and DIstrIbutInn
OiganizalionaI Unils in lhe SaIes Iiocess 9O ninules
April 2003 © 2002 SAP AG. All rights reserved. vii
Course Overview SCM605
UnIt 3: 5a!cs Ordcr PrnccssIng
Lnleiing SaIes Oideis 1 houis
Iiocessing SaIes Oideis 45 ninules
UnIt 4: Cnntrn!!Ing 5a!cs Dncumcnts wIth 5a!cs Dncumcnt Typcs
Iunclions and Cuslonizing of lhe SaIes Docunenl
lype 1O5 ninules
UnIt 5: Cnntrn!!Ing 5a!cs Dncumcnts wIth thc Itcm Catcgnry
Iunclions and Cuslonizing of Ilen Calegoiies 1 houis
ßiIIs of MaleiiaI (ßOMs) in lhe SaIes Docunenl 2O ninules
UnIt 6: Cnntrn!!Ing 5a!cs Dncumcnts wIth 5chcdu!c LInc CatcgnrIcs
Iunclions and Cuslonizing of ScheduIe Line
Calegoiies 1 houis
UnIt 7: Data F!nw
Undeislanding Docunenl IIov and ConpIelion
Slalus 15 ninules
Copy ConlioI 1 houis
UnIt 8: 5pccIa! BusIncss TransactInns
SpeciaI ßusiness Tiansaclions 3O ninules
Consignnenls 3O ninules
UnIt 9: Incnmp!ctInn
Woiking vilh and Cuslonizing lhe InconpIelion
Log 45 ninules
UnIt 10: BusIncss Partncrs and Partncr DctcrmInatInn
ßusiness Iailneis 3O ninules
Iailnei Deleininalion 45 ninules
UnIt 11: Out!Inc Agrccmcnts
ßasics of OulIine Agieenenls 1 houis
VaIue Conliacls and Iailneis Aulhoiized lo ReIease 8O ninules
UnIt 12: MatcrIa! DctcrmInatInn
MaleiiaI Deleininalion, Lislings, and LxcIusions 6O ninules
UnIt 13: Frcc Gnnds
Woiking vilh and Cuslonizing Iiee Coods 1 houis
UnIt 14: 5a!cs 5ccnarIns
SaIes lo LnpIoyees 2 houis
ßiIIs of MaleiiaI (ßOMs) 2 houis
MaleiiaI Deleininalion 2 houis
viii © 2002 SAP AG. All rights reserved. April 2003
SCM605 Course Overview
Course GoaIs
This couise viII piepaie you lo:
- Desciile lhe saIes piocess in lhe SaIes and Disliilulion appIicalion
noduIe in SAI R/3
- Cain lhe knovIedge needed lo sel up and use lhese piocesses
- Adjusl lhe syslen lo neel youi specific iequiienenls in saIes
Course Objectives
Aflei conpIeling lhis couise, you viII le alIe lo:
- Inlegiale saIes in lhe SaIes and Disliilulion piocess
- Configuie SAI R/3 SD so lhal il iepiesenls youi specific saIes
iequiienenls
- Iind and use HeIp vilhin lhe syslen
SAP Software Component Information
The infoinalion in lhis couise peilains lo lhe foIIoving SAI Soflvaie
Conponenls and ieIeases:
SCM6O5 piovides lhe pailicipanls vilh lhe necessaiy knovIedge
foi conlioIIing saIes docunenls in lhe R/3 Syslen. Il aIso piovides
infoinalion aloul lhe nosl inpoilanl funclions lhal affecl saIes docunenl
piocessing and consideialIy sinpZify saIes oidei piocessing. Al lhe
concIusion of lhe couise, lhe pailicipanls shouId le alIe lo desciile aII
lhe aspecls of lhe lusiness piocess conceined vilh saIes and inpIenenl
lhen in lhe R/3 Syslen. They shouId aIso le alIe lo use and sel up
funclions such as pioducl seIeclion, Iisling/excIusion oi fiee goods.
IinaIIy, lhey shouId le alIe lo configuie lhe cuslonizing sellings needed
lo inpIenenl lheii conpany´s needs in SaIes. The Iasl day (pieviousIy
LO6O6 SaIes Woikshop) has leen designed lo exlend lhe ideas coveied in
lhe nain unils of SCM6O5. Il piovides lhe pailicipanls vilh lhe chance lo
use vhal lhey Ieained in delaiIed exeicises, lhal aie specificaIIy oiienled
lo lusiness piocesses. Tvo lo lhiee houis have leen aIIocaled foi each
exeicise. DelaiIed desciiplions of lhe piocesses in lhe exeicises and
soIulions piovide lhe pailicipanls vilh a looI lhal can heIp lhen vhen
inpIenenling lheii ovn piocesses in lhe R/3 Syslen.
The Iasl day, vhich nay le slailed on lhe fouilh day, conlains 4 case
sludies: 1.) SaIes lo LnpIoyees, 2.) MaleiiaI Deleininalion, and 3.) ßiIIs
of MaleiiaI.
April 2003 © 2002 SAP AG. All rights reserved. ix
Course Overview SCM605
The fiisl lhiee case sludies aie aiianged Iike sepaiale chapleis al lhe end of
lhe couise. You can slail al lhe end of day foui (lhe SaIes lo LnpIoyees
case sludy shouId le usefuI foi lhal) and conlinue on day 5. The fouilh
case sludy Seivice Oidei is designed as exlia and is found al lhe end of
lhe SuppIenenlaI MaleiiaIs unil. Il is lhe nosl conpIex case sludy and
incIudes suljecls nol coveied in lhis cIass, foi exanpIe il goes inlo delaiIs
of oulpul conlioI vhich is nol a lopic of SCM6O5. So if lheie aie veiy
expeiienced and fasl pailicipanls in youi cIass you nighl inlioduce lhis
case sludy lo lhen as sone exlia voik. If you do nol feeI Iike handIing lhis
case sludy in youi couise - do nol nenlion il. Il is alsoIuleIy oplionaI and
lheie aie no hinls in lhe pailicipanls handlook. You can onIy find il in lhe
appendix. Al lhe leginning of lhe case sludies, inlioduce lhe ieasoning
lehind lhe case sludies ly expIaining lolh lhe lusiness piocess and lhe
aclivilies lhal have leen ciealed foi each case sludy. The pailicipanls lhen
decide vhich of lhe lhiee (foui) case sludies lhey vouId Iike lo voik on oi
even do aII of lhen if line aIIovs. The pailicipanls lhenseIves can decide
vhich scenaiios lo foIIov and in vhich sequence.
You nay aIso decide lo lieak lhe cIass inlo gioups foi lhe case sludies and
have each gioup voik on one case sludy and lhen nake a piesenlalion lo
lhe iesl of lhe pailicipanls. AIleinaliveIy, you couId lieak lhe cIass inlo
gioups foi lhe case sludies and have gioup voik on aII lhiee (oi foui).
CautInn: The inlioduclion lo aII case sludies shouId le done al lhe
slail and Iasl no Iongei lhan one houi.
x © 2002 SAP AG. All rights reserved. April 2003
Unit 1
1 Introduction
To inlioduce saIes piocessing, you shouId oulIine a lypicaI saIes piocess: a
cuslonei nakes a leIephone inquiiy and lhis is changed lo a quolalion.
The cuslonei accepls lhe quolalion and oideis lhe pioducl vhich is
lhen enleied as a saIes docunenl. An oidei confiinalion is senl lo lhe
cuslonei. The goods in lhe oidei aie picked, deIiveied and posled lo
goods issue lefoie leing liIIed. The vhoIe piocess can le noniloied in
lhe docunenl fIov.
Unit Overview
This unil desciiles a lypicaI saIes and disliilulion piocess, focusing in
pailicuIai on lhe saIes aclivilies.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Desciile lhe saIes and disliilulion piocess
- LxpIain hov saIes Iinks inlo lhe saIes and disliilulion piocess
- Desciile lhe sliucluie of a saIes docunenl
- Denonsliale hov lo Iocale infoinalion sloied in lhe saIes docunenl
Unit Contents
Lesson: Basics of a Sales Transaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Demonstration: Enter an Ìnquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Procedure: Enter an Ìnquiry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Demonstration: Create Quotation with Reference to Ìnquiry . . . . . . . . . . . .8
Procedure: Create Quotation with Reference to Ìnquiry . . . . . . . . . . . . . . . 10
Demonstration: Create Order with Reference to Quotation. . . . . . . . . . . . 10
Procedure: Create Order with Reference to Quotation. . . . . . . . . . . . . . . . . 12
Demonstration: Deliver Order (using subsequent functions) . . . . . . . . . . 12
Demonstration: Pick Delivery and Post Goods Ìssue. . . . . . . . . . . . . . . . . . . 13
April 2003 © 2002 SAP AG. All rights reserved. 1
Unit 1: Introduction SCM605
Procedure: Pick Delivery and Post Goods Ìssue. . . . . . . . . . . . . . . . . . . . . . . . 14
Demonstration: Billing a Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Procedure: Billing a Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Demonstration: Demonstrate and explain the document flow and status
overview screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Procedure: Display the Document Flow and Status Overview
Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Exercise 1: Basics of a Sales Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
Lesson:
2
Basics of a SaIes Transaction
Lesson Duialion: 6O ninules
Lesson Overview
This Iesson desciiles a lypicaI saIes and disliilulion piocess, focusing
in pailicuIai on lhe saIes aclivilies.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Desciile lhe saIes and disliilulion piocess
- LxpIain hov saIes Iinks inlo lhe saIes and disliilulion piocess
- Desciile lhe sliucluie of a saIes docunenl
- Denonsliale hov lo Iocale infoinalion sloied in lhe saIes docunenl
This Iesson coveis lhe lasics of enleiing saIes docunenls (inquiiies,
quolalions and oideis) and hov lo Iocale infoinalion conlained in lhose
docunenls.
Business ExampIe
In oidei lo inpIenenl SAI R/3 SD in youi conpany, IDLS, il viII le
necessaiy lo faniIiaiize youiseIf vilh SD funclionaIily. The fiisl aiea lo le
ievieved is hov lhe saIes oidei fils inlo lhe oveiaII saIes and disliilulion
piocess.
Basics of a SaIes Transaction
The saIes oidei docunenl is inlegialed inlo lhe saIes chain. Keep in nind
lhal lhe saIes oidei is lhe cnrc saIes docunenl. Lveiy sulsequenl slep in
lhe saIes piocess uses dala fion lhe saIes oidei docunenl.
April 2003 © 2002 SAP AG. All rights reserved. 3
Unit 1: Introduction SCM605
Figure 1: Processes in SaIes and Distribution
Lveiy saIes aclivily lhal you undeilake in R/3 is iecoided vilh a saIes
docunenl.
You can iepiesenl diffeienl lusiness piocesses in saIes, shipping, and
liIIing vilh specificaIIy designed docunenl lypes:
- SaIes docunenl lypes (foi exanpIe, inquiiies, quolalions, oi slandaid
oideis)
- DeIiveiy lypes (foi exanpIe, deIiveiies, oi ieluin deIiveiies)
- ßiIIing docunenl lypes (foi exanpIe, invoices, ciedil nenos, oi
delil nenos)
Lach docunenl is idenlified vilh a unique docunenl nunlei. Matchcndcs
heIp you seaich foi docunenls.
Lach docunenl is assigned an oveiaII slalus. The oveiaII slalus depends
on lhe slalus of lhe diffeienl sleps of lhe saIes aclivily.
Iiovide a liief ieviev of lhe Cuslonei oidei nanagenenl cycIe,
leginning vilh an inquiiy, and ending vilh liIIing. Denonsliale hov
dala is liansfeiied and hov quanlilies and lhe iefeience slalus aie updaled
. Shov lhal lhe oidei confiinalion is aulonalicaIIy geneialed vhich
concIudes lhe SaIes piocess.
4 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
Figure 2: Where Does SaIes Fit Into the SaIes and Distribution Process?
The saIes docunenls you cieale aie individuaI docunenls, lul lhey can
aIso foin pail of a chain of inleiieIaled docunenls. Ioi exanpIe, you nay
iecoid a cuslonei´s leIephone inquiiy in lhe syslen. The cuslonei nexl
iequesls a quolalion, vhich you lhen cieale ly iefeiiing lo lhe inquiiy.
The cuslonei Ialei pIaces an oidei on lhe lasis of lhe quolalion, and you
cieale a saIes oidei vilh iefeience lo lhe quolalion. You ship lhe goods and
liII lhe cuslonei. Aflei deIiveiy of lhe goods, lhe cuslonei cIains ciedil
foi sone danaged goods and you cieale a fiee-of-chaige deIiveiy vilh
iefeience lo lhe saIes oidei.
The enliie chain of docunenls - lhe inquiiy, lhe quolalion, lhe saIes oidei,
lhe deIiveiy, lhe invoice, and lhe sulsequenl deIiveiy fiee of chaige -
cieales a docunenl fIov oi hisloiy. The fIov of dala fion one docunenl
inlo anolhei ieduces nanuaI aclivily and nakes piolIen iesoIulion easiei.
Inquiiy and quolalion nanagenenl in lhe SaIes Infoinalion Syslen (SIS)
heIp you lo pIan and conlioI youi saIes.
Heie, you lasicaIIy iepeal lhe conlenls of LO15O. The 'Wheie does saIes
fil.´ sIide can le used niceIy lo inlioduce lhe conlioI fealuies of nosl
lhings Iisled - lo gel pailicipanls used lo sone of lhe leins lhey viII le
heaiing duiing lhe couise (i.e. 'deleinine piices´ is conlioIIed ly lhe
piicing pioceduie´).
April 2003 © 2002 SAP AG. All rights reserved. 5
Unit 1: Introduction SCM605
Figure 3: SaIes Document Structure
Lach lusiness piocess in lhe R/3 SD is iepiesenled as a docunenl. Ioi
exanpIe, a saIes docunenl is ciealed duiing saIes oidei piocessing.
The saIes docunenl consisls of a docunenl headei and as nany ilens as
iequiied. Lach ilen can, in luin, conlain as nany scheduIe Iines as needed.
The docunenl headei conlains geneiaI dala and defauIl vaIues lhal aie
vaIid foi lhe enliie docunenl. Depending on sellings in Cuslonizing,
sone of lhese defauIl vaIues can le nanuaIIy changed al lhe Iine-ilen
IeveI.
The docunenl ilens conlain dala aloul lhe goods and seivices oideied
ly lhe cuslonei. This incIudes naleiiaI nunleis, desciiplions, piices,
and leins of deIiveiy and paynenl.
Dala foi shipping and piocuienenl is Iocaled in scheduIe Iines. ßecause
lhe deIiveiy deadIine and oidei quanlily aie found in scheduIe Iines, each
Iine ilen vilh deIiveiy iequiienenls nusl conlain al Ieasl one scheduIe
Iine.
The geneiaI dala lhal is vaIid foi lhe enliie docunenl is iecoided in lhe
docunenl headei. Ioi exanpIe, lhe nunlei of lhe soId-lo paily, ship-lo
paily, and payei, lhe docunenl cuiiency and exchange iale, lhe piicing
pioceduie, and so on.
Wheieas dala in lhe docunenl headei appIies lo aII ilens in lhe docunenl,
sone dala appIies onIy lo specific ilens. This dala is sloied al ilen IeveI
and incIudes, foi exanpIe, lhe naleiiaI nunlei, lhe laigel quanlily foi
6 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
oulIine agieenenls, lhe nunlei of lhe ship-lo paily, lhe pIanl and sloiage
Iocalion specificalions, lhe piicing eIenenls foi lhe individuaI ilens, and
scheduIe Iine dala.
An ilen consisls of one oi noie scheduIe Iines. The scheduIe Iine conlains
aII lhe dala lhal is needed foi a deIiveiy. Ioi exanpIe, a cuslonei oideis
2O unils of a pailicuIai naleiiaI, vhich you enlei as one ilen in lhe saIes
oidei. You can onIy deIivei 1O pieces nov, lul can deIivei lhe ienaining 1O
pieces nexl nonlh, so you need lo scheduIe lvo deIiveiies. The dala foi
lhese deIiveiies (dales, confiined quanlilies) aie sloied in lvo sepaiale
scheduIe Iines.
In saIes docunenls vheie deIiveiy dala is nol ieIevanl (foi exanpIe,
conliacls), lhe syslen does nol cieale any scheduIe Iines. Dala iecoided in
lhe scheduIe Iines incIudes lhe scheduIe Iine quanlily, deIiveiy dale, and
confiined quanlily.
Demonstration: Enter an Inquiry
Purpose
To denonsliale lhe piocess of enleiing an inquiiy lased on a cuslonei´s
iequesl
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale inquiiy |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →|nquirq →
Crca|c
2. Use lhe foIIoving paianeleis:
- Inquiiy lype: IN
- Cuslonei: 2006
- VaIidily: 1 month
- MaleiiaI: M-10 (10 units)
- MaleiiaI: M-11(10 units)
April 2003 © 2002 SAP AG. All rights reserved. 7
Unit 1: Introduction SCM605
7
Enter an Inquiry
1. |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →|nquirq →Crca|c.
2. Lnlei docunenl lype.
3. Choose |n|cr.
4. Lnlei cuslonei.
5. Lnlei vaIidily peiiods.
6. Lnlei naleiiaIs and quanlilies.
7. Choose Satc.
When an inquiiy has leen ciealed, il can seive as a souice of infoinalion
foi sulsequenl docunenls, Iike quolalions.
Demonstration: Create Quotation with Reference to
Inquiry
Purpose
To denonsliale hov lo cieale quolalions vilh iefeience lhe pieceding
docunenl lype inquiiy
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale a quolalion vilh iefeience lo lhe fiisl Iine ilen of lhe pieceding
inquiiy
2. Cieale a quolalion vilh nenu palh: |cgis|ics →Sa|cs and Dis|riou|icn
→Sa|cs →Quc|a|icn →Crca|c
3. Choose lullon Crca|c ui|n rcfcrcncc
4. Inquiiy nunlei: fion alove denonslialion
5. Choose Sc|cc|icn |is|
6. VaIidily: Iion loday lo one nonlh fion loday
7. DeseIecl Iine ilen lvo
8. Iuichase oidei: ##LO605-QT01
9. Choose Satc
8 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
1O. Cieale a second quolalion vilh nenu palh: |cgis|ics →Sa|cs and
Dis|riou|icn →Sa|cs →Quc|a|icn →Crca|c
11. Quolalion lype:QT
12. Choose lullon Crca|c ui|n rcfcrcncc
13. Inquiiy nunlei: fion alove denonslialion
14. Choose Ccpq
Nntc: OnIy lhe second Iine ilen of lhe inquiiy shouId le
copied.
15. VaIidily: Iion loday lo one nonlh fion loday
16. Iuichase oidei: ##LO605-QT02
17. Choose Satc.
April 2003 © 2002 SAP AG. All rights reserved. 9
Unit 1: Introduction SCM605
8
Create Quotation with Reference to Inquiry
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Crca|c.
2. Lnlei Appiopiiale docunenl lype.
3. Choose Crca|c ui|n rcfcrcncc.
4. Lnlei inquiiy nunlei.
5. Choose Ccpq.
6. VaIidily: Lnlei ta|id frcn and ta|id |c dales.
Nntc: Lnleiing a ta|id frcn dale in lhe pasl viII iesuIl in a
vaining nessage.
7. Lnlei puichase oidei nunlei.
8. Choose Satc.
Inquiiies and quolalions aie nol ievenue-leaiing insliunenls. In oidei
lo geneiale ievenue, inquiiies and quolalions can lolh seive as souice
dala foi lhe saIes oidei.
Demonstration: Create Order with Reference to
Quotation
Purpose
To denonsliale lhe piocess of ciealing a saIes oidei vilh iefeience lo
lolh quolalions
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Cieale oidei vilh iefeience lo a quolalion using lhe nenu palh:
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
2. Oidei lype: OR
3. Choose Crca|c ui|n rcfcrcncc
4. Lnlei fiisl quolalion nunlei
5. Choose Ccpq
10 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
6. Lnlei puichase oidei nunlei: Introduction 1
7. Menu palh: Sa|cs dccuncn| →Crca|c ui|n rcfcrcncc
8. Lnlei second quolalion nunlei
9. Choose Ccpq
1O. Denonsliale lhe oveivievs, lhe headei lals, lhe ilen lals, and lhe
scheduIe Iine lals. Ioinl oul lhe AddilionaI dala A & ß lals (headei
and ilen) and lhe SaIes A & ß (ilen).
11. ßiiefIy poinl oul lalIe conlioI fealuie. Shov lhal you can ieaiiange
coIunns, and lhal if you have lhe piopei aulhoiily, can peinanenlIy
change lhe lalIe foinal and hide fieIds.
12. DispIay oidei confiinalion. Use Iieviev lefoie saving lhe
docunenl (nev as of ReI.4.6). (If necessaiy: Oulpul lype: ßAOO,
LogicaI deslinalion: LIO1).
13. Choose Satc
As you denonsliale navigalion, sludenls nay ask you aloul liansaclion
vaiianls - lhal aIIov you lo Cuslonize lhe fieIds on a scieen, defauIl
vaIues and so on. Thal fealuie is coveied in SCM65O (foineiIy LO65O),
lul if asked, you nay vanl lo piovide lhis nenu palh as a iefeience: |MG
→Gcncra| Sc||ings →|ic|d Disp|aq Cnarac|cris|ics →Ccnfigurc app|ica|icn
|ransac|icn fic|ds
April 2003 © 2002 SAP AG. All rights reserved. 11
Unit 1: Introduction SCM605
9
Create Order with Reference to Quotation
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
2. Lnlei appiopiiale docunenl lype
3. Choose Crca|c ui|n rcfcrcncc.
4. Lnlei quolalion nunlei.
5. Choose Ccpq.
6. Lnlei puichase oidei nunlei.
7. Choose Satc.
DeIiveialIe pioducls on saIes oideis nusl le copied onlo a deIiveiy
docunenl as piepaialion foi lhe deIiveiy piocess (deIiveiy ciealion,
picking, and posl goods issue). DeIiveiies can le ciealed in seveiaI vays.
The foIIoving iIIusliales using sulsequenl funclions vilhin lhe saIes oidei.
Demonstration: DeIiver Order (using subsequent
functions)
Purpose
To denonsliale lhal a saIes oidei can le deIiveied ly using sulsequenl
funclions
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Use nenu palh: |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →
Cnangc →Sa|cs dccuncn| →Dc|itcr
2. Choose Satc.
12 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
Demonstration: Pick DeIivery and Post Goods Issue
Purpose
To denonsliale hov lo pick a deIiveiy using a liansfei oidei and lhen
posl goods issue
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Use lhe nenu palh: |cgis|ics →Sa|cs and Dis|riou|icn →Snipping and
Transpcr|a|icn →Ou|ocund dc|itcrq →Cnangc →Sing|c dccuncn|
2. Lnlei deIiveiy docunenl nunlei.
3. Choose |n|cr
4. Use nenu palh: Suoscqucn| func|icns →Crca|c |ransfcr crdcr
5. Lnlei vaiehouse nunlei: 012 Lean warehouse Dresden.
6. Lnlei Ioiegiound/ßackgiound: Background.
7. Lnlei Adopl pick quanlily: 2 include pick quantities in
delivery and post goods issue
8. Choose|n|cr .
April 2003 © 2002 SAP AG. All rights reserved. 13
Unit 1: Introduction SCM605
10
Pick DeIivery and Post Goods Issue
1. |cgis|ics →Sa|cs and Dis|riou|icn →Snipping and Transpcr|a|icn →
Ou|ocund dc|itcrq →Crca|c →Sing|c dccuncn| →li|n rcfcrcncc |c
sa|cs crdcr
2. Lnlei lhe shipping poinl and oidei nunlei.
3. Choose |n|cr.
4. Iion vilhin lhe deIiveiy docunenl choose Suoscqucn| func|icns →
Crca|c |ransfcr crdcr.
5. Lnlei lhe vaiehouse nunlei and deIiveiy docunenl nunlei.
6. Lnlei |crcgrcund/8ac|grcund choice.
7. Lnlei Adcp| pic| quan|i|q oplion.
8. Choose |n|cr.
9. Choose Satc.
1O. |cgis|ics →Sa|cs and Dis|riou|icn →Snipping and Transpcr|a|icn →Pcs|
Gccds |ssuc →Ou|ocund Dc|itcrq Sing|c Dccuncn|
11. Lnlei lhe deIiveiy docunenl nunlei.
12. Choose Pcs| Gccds |ssuc.
Once lhe deIiveiy phase is conpIele, lhe syslen iecognizes lhe deIiveiy
docunenl as eIigilIe foi liIIing.
Demonstration: BiIIing a SaIes Order
Purpose
To denonsliale hov lo liII lhe saIes oidei ly using lhe deIiveiy docunenl
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Use lhe nenu palh: |cgis|ics →Sa|cs and Dis|riou|icn →8i||ing →
8i||ing dccuncn| →Crca|c
2. Lnlei deIiveiy docunenl nunlei.
14 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
3. Choose Satc.
April 2003 © 2002 SAP AG. All rights reserved. 15
Unit 1: Introduction SCM605
11
BiIIing a SaIes Order
1. |cgis|ics →Sa|cs and Dis|riou|icn →8i||ing →8i||ing dccuncn| →Crca|c.
2. Lnlei lhe deIiveiy docunenl nunlei.
3. Choose Satc.
Demonstration: Demonstrate and expIain the
document fIow and status overview screens
Purpose
To denonsliale and expIain lhe docunenl fIov and slalus oveiviev
scieens lo shov lhe inlegialion of lhe saIes oidei inlo lhe enliie saIes chain.
The foIIoving desciiles hov lo Iocale lasic slalus infoinalion.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Use nenu palh: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr
→ Disp|aq
2. Lnlei a saIes oidei nunlei
3. Use nenu palh: |ntircnncn| →Disp|aq dccuncn| f|cu oi lhe doc fIov
lullon
4. LxpIain lhe liee sliucluie and oveiaII piocessing slalus
5. Choose S|a|us ctcrticu
6. Lxpand liee sliucluie and expIain lhe slalus oveiviev.
16 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
12
DispIay the Document FIow and Status Overview
Screens
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Disp|aq.
2. Lnlei lhe saIes oidei nunlei.
3. |ntircnncn| →Disp|aq dccuncn| f|cu oi seIecl lhe dcc f|cu lullon.
4. Choose S|a|us ctcrticu.
April 2003 © 2002 SAP AG. All rights reserved. 17
Unit 1: Introduction SCM605
18 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
13 Exercise 1: Basics of a SaIes Transaction
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Iind inpoilanl infoinalion in lhe saIes oidei scieens
- Ceneiale a sulsequenl docunenl and dispIay lhe docunenl fIov
Business ExampIe
You aie voiking in lhe oidei enliy depailnenl and ansvei a leIephone
inquiiy aloul a conpulei noniloi. ßased on lhis inquiiy, you check youi
pioducl Iine and cieale a quolalion. Youi cuslonei pIaces an oidei lased
on lhis quolalion.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
Task 1
Youi cuslonei, T-562A##, is inleiesled in oideiing youi naleiiaI T-ATA##.
1. Lnlei an inquiiy docunenl vilh puichase oidei nunlei
##LO605-IN01. Youi cuslonei needs 20 unIts and vanls deIiveiy
in foui veeks.
Nntc: When you enlei lhe inquiiy, ienenlei lo lake lhe
iequesled deIiveiy dale inlo accounl.
2. Lnlei a coiiesponding quolalion vilh iefeience lo lhe inquiiy (assign
puichase oidei nunlei ##LO605-QT01). Linil lhe vaIidily of youi
quolalion lo one nonlh.
Nntc: Make suie lo cieale vilh iefeience lo lhe inquiiy. To do
lhis, choose Crca|c ui|n rcfcrcncc.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 19
Unit 1: Introduction SCM605
3. Aflei checking lhe quolalion, youi cuslonei decides lo oidei 5 unIts
of lhe pioducl. The iequesled deIiveiy dale is lvo veeks fion loday.
Lnlei lhe slandaid oidei vilh puichase oidei ##LO605-OR01.
Nntc: Make suie lo cieale vilh iefeience lo lhe quolalion. To
do lhis, choose Crca|c ui|n rcfcrcncc.
4. Use lhe docunenl fIov fion lhe quolalion lo see an oveiviev of lhis
saIes piocess. Whal is lhe oveiaII piocessing slalus of each docunenl`
5. Aflei checking lhe pioducl, youi cuslonei decides lo oidei lhe
ienaining 15 unIts. The iequesled deIiveiy dale is lvo veeks fion
loday. Cieale anolhei oidei vilh iefeience lo youi quolalion. Il
shouId have puichase oidei nunlei ##LO605-OR02
6. Reviev lhe saIes piocess ly vieving docunenl fIov foi lhe quolalion.
Whal is lhe oveiaII piocessing slalus of each docunenl nov`
Inquiiy:
Quolalion:
Oidei:
Oidei:
Task 2
You vanl lo coIIecl delaiIed infoinalion aloul lhe lusiness liansaclion.
To do lhis, dispIay lhe oidei, liing up docunenl fIov, and fion lheie
navigale inlo diffeienl docunenls as needed.
1. Whal is lhe unil piice of lhe noniloi in one of lhe oideis` MaleiiaI
piice pei unil (IROO).
Ccn|inucd cn ncx| pagc
20 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
2. Which of youi saIes offices is iesponsilIe foi lhis saIe`
3. Whal is lhe nane of lhe saIes enpIoyee iesponsilIe foi lhe saIe`
4. Which division does youi pioducl leIong lo and vhich naleiiaI
piicing gioup has il leen assigned lo`
5. Which pIanl, shipping poinl and ioule viII le used lo deIivei lhe
goods`
6. Whal aie lhe leins of deIiveiy (Incoleins) and paynenl foi youi
cuslonei`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 21
Unit 1: Introduction SCM605
7. Whal dale has lhe deIiveiy leen confiined foi`
22 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
SoIution 1: Basics of a SaIes Transaction
Task 1
Youi cuslonei, T-562A##, is inleiesled in oideiing youi naleiiaI T-ATA##.
1. Lnlei an inquiiy docunenl vilh puichase oidei nunlei
##LO605-IN01. Youi cuslonei needs 20 unIts and vanls deIiveiy
in foui veeks.
Nntc: When you enlei lhe inquiiy, ienenlei lo lake lhe
iequesled deIiveiy dale inlo accounl.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →|nquirq →Crca|c.
Inquiiy lype: IN
Cuslonei: T-S62A##
Iuichase oidei nunlei: ##LO605-IN01
Req. deIiveiy dale: Four weeks from today
MaleiiaI: T-ATA## (20 units)
l) Choose Satc.
Inquiiy nunlei:
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 23
Unit 1: Introduction SCM605
2. Lnlei a coiiesponding quolalion vilh iefeience lo lhe inquiiy (assign
puichase oidei nunlei ##LO605-QT01). Linil lhe vaIidily of youi
quolalion lo one nonlh.
Nntc: Make suie lo cieale vilh iefeience lo lhe inquiiy. To do
lhis, choose Crca|c ui|n rcfcrcncc.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Crca|c.
Quolalion lype: QT
l) Choose Crca|c ui|n rcfcrcncc.
Inquiiy nunlei: From the above inquiry
c) Choose Ccpq.
VaIidily: From today to one month from today
Iuichase oidei nunlei: ##LO605-QT01
d) Choose Satc .
Quolalion nunlei:
Ccn|inucd cn ncx| pagc
24 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
3. Aflei checking lhe quolalion, youi cuslonei decides lo oidei 5 unIts
of lhe pioducl. The iequesled deIiveiy dale is lvo veeks fion loday.
Lnlei lhe slandaid oidei vilh puichase oidei ##LO605-OR01.
Nntc: Make suie lo cieale vilh iefeience lo lhe quolalion. To
do lhis, choose Crca|c ui|n rcfcrcncc.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
Oidei lype: OR
l) Choose Crca|c ui|n rcfcrcncc.
Quolalion nunlei: From the above quotation
Requesled deIiveiy dale: Two weeks from today
c) Choose Sc|cc|icn |is|.
Reduce lhe quanlily lo 5.
d) Choose Ccpq.
IO nunlei: ##LO605-OR01
e) Choose Satc.
Oidei nunlei:
4. Use lhe docunenl fIov fion lhe quolalion lo see an oveiviev of lhis
saIes piocess. Whal is lhe oveiaII piocessing slalus of each docunenl`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Disp|aq.
l) IiII in lhe quolalion nunlei.
c) Choose Disp|aq dccuncn| f|cu.
Inquiiy: Completed
Quolalion: Being processed
Oidei: Open
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 25
Unit 1: Introduction SCM605
5. Aflei checking lhe pioducl, youi cuslonei decides lo oidei lhe
ienaining 15 unIts. The iequesled deIiveiy dale is lvo veeks fion
loday. Cieale anolhei oidei vilh iefeience lo youi quolalion. Il
shouId have puichase oidei nunlei ##LO605-OR02
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
Oidei lype: OR
l) Choose Crca|c ui|n rcfcrcncc.
Quolalion nunlei: From the above quotation
Requesled deIiveiy dale: Two weeks from today
c) Choose Ccpq.
IO nunlei: ##LO605-OR02
d) Choose Satc.
6. Reviev lhe saIes piocess ly vieving docunenl fIov foi lhe quolalion.
Whal is lhe oveiaII piocessing slalus of each docunenl nov`
Inquiiy:
Quolalion:
Oidei:
Oidei:
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Disp|aq.
l) Choose Disp|aq dccuncn| f|cu.
Inquiiy: ConpIeled
Quolalion: ConpIeled
Oidei: Open
Oidei: Open
Task 2
You vanl lo coIIecl delaiIed infoinalion aloul lhe lusiness liansaclion.
To do lhis, dispIay lhe oidei, liing up docunenl fIov, and fion lheie
navigale inlo diffeienl docunenls as needed.
Ccn|inucd cn ncx| pagc
26 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of a SaIes Transaction
1. Whal is lhe unil piice of lhe noniloi in one of lhe oideis` MaleiiaI
piice pei unil (IROO).
Answcr: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Disp|aq.
Choose |n|cr.
SeIecl lhe ilen and choose ||cn ccndi|icns.
Ansvei: 2,299
2. Which of youi saIes offices is iesponsilIe foi lhis saIe`
Answcr: Gc|c →Hcadcr →Sa|cs.
Look in fieId Sa|cs cfficc.
Ansvei: 1OOO Iiankfuil office
3. Whal is lhe nane of lhe saIes enpIoyee iesponsilIe foi lhe saIe`
Answcr: Choose lal page Par|ncrs.
Ansvei: MeIanie Mayei
4. Which division does youi pioducl leIong lo and vhich naleiiaI
piicing gioup has il leen assigned lo`
Answcr: SeIecl lhe ilen on lhe nain oidei scieen
Choose Disp|aq ||cn Dc|ai|s.
Choose lal page Sa|cs 8.
Division: O7 High Tech
MaleiiaI piicing gioup: O1 Slandaid pails
5. Which pIanl, shipping poinl and ioule viII le used lo deIivei lhe
goods`
Answcr: Choose lal page Snipping.
IIanl: 12OO Diesden
Shipping poinl: 12OO Shipping poinl Diesden
Roule: ROO13O Diesden-Iiankfuil
6. Whal aie lhe leins of deIiveiy (Incoleins) and paynenl foi youi
cuslonei`
Answcr: Choose lal page 8i||ing.
Incoleins: CRI Mainz
Iaynenl leins: ZßO1 14 days 3°, 3O/2°, 45 nel
7. Whal dale has lhe deIiveiy leen confiined foi`
Answcr: Choose lal page Scncdu|c |incs.
Confiined deIiveiy dale: Dale of lhe Iine vilh lhe confiined quanlily
April 2003 © 2002 SAP AG. All rights reserved. 27
Unit 1: Introduction SCM605
Lesson Summary
You shouId nov le alIe lo:
- Desciile lhe saIes and disliilulion piocess
- LxpIain hov saIes Iinks inlo lhe saIes and disliilulion piocess
- Desciile lhe sliucluie of a saIes docunenl
- Denonsliale hov lo Iocale infoinalion sloied in lhe saIes docunenl
28 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Unit Summary
Unit Summary
You shouId nov le alIe lo:
- Desciile lhe saIes and disliilulion piocess
- LxpIain hov saIes Iinks inlo lhe saIes and disliilulion piocess
- Desciile lhe sliucluie of a saIes docunenl
- Denonsliale hov lo Iocale infoinalion sloied in lhe saIes docunenl
ReIated Information
Ioi noie infoinalion iegaiding lhe oveiaII SaIes and Disliilulion piocess,
ieviev lhe SAI heIp fiIes al hllp://heIp.sap.con.
April 2003 © 2002 SAP AG. All rights reserved. 29
Unit Summary SCM605
30 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
23
Test Your KnowIedge
1. The saIes docunenl is sliucluied inlo headei headei,
Iine ilens Iine ilens, and scheduIe Iines scheduIe Iines.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
2. Lisl lvo possilIe pieceding docunenls lo lhe saIes oidei:
inquiiy inquiiy and quolalion quolalion.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
3. Which of lhe foIIoving docunenls aie inlegialed inlo lhe cuslonei
oidei nanagenenl cycIe`
Cnccsc |nc ccrrcc| ansucr(s).
A DeIiveiy docunenl
ß Tiansfei oidei
C ßiIIing docunenl
D Iosl goods issue
L HR peisonneI iequisilion
4. Which of lhe foIIoving pieces of dala aie avaiIalIe in lhe saIes
docunenl`
Cnccsc |nc ccrrcc| ansucr(s).
A IIanl
ß Incoleins
C Confiined deIiveiy dale
D Shipping poinl
L Iaynenl leins
I MaleiiaI piice pei unil
April 2003 © 2002 SAP AG. All rights reserved. 31
Test Your KnowIedge SCM605
24
Answers
1. The saIes docunenl is sliucluied inlo headei, Iine ilens, and scheduIe
Iines.
Answcr: headei, Iine ilens, scheduIe Iines
Theie aie lhiee pails lo lhe sliucluie of a saIes oidei: headei, Iine
ilens, and scheduIe Iines.
2. Lisl lvo possilIe pieceding docunenls lo lhe saIes oidei: inquiiy
and quolalion.
Answcr: inquiiy, quolalion
Tvo possilIe pieceding docunenls lo a saIes oidei aie inquiiies and
quolalions. Theie aie olheis, foi exanpIe, vaIue oi quanlily conliacls.
3. Which of lhe foIIoving docunenls aie inlegialed inlo lhe cuslonei
oidei nanagenenl cycIe`
Answcr: A, ß, C, D
The HR peisonneI iequisilion is nol pail of lhe cuslonei oidei
nanagenenl cycIe.
4. Which of lhe foIIoving pieces of dala aie avaiIalIe in lhe saIes
docunenl`
Answcr: A, ß, C, D, L, I
AII of lhe alove aie found in lhe saIes docunenl, in addilion lo olhei
dala.
32 © 2002 SAP AG. All rights reserved. April 2003
Unit 2
25 Enterprise Structure in SaIes and
Distribution
Read lhe chaplei oljeclives and discuss lhe lopic using a conlinalion of
denonslialions and lusiness exanpIeZ.
Unit Overview
This unil desciiles hov a nev enleipiise sliucluie is sel up in SAI R/3.
The IDLS-AC conpany in lhe liaining syslen is given anolhei disliilulion
channeI and nev saIes aieas foi saIes al liade faiis. In addilion, lhe
inleinaI oiganizalionaI sliucluie in saIes has lo le exlended. In lhis unil,
you viII lecone faniIiai vilh lhe oiganizalionaI IeveIs essenliaI lo lhe
saIes piocess and ollain an insighl inlo lhe oiganizalionaI sliucluie of lhe
IDLS conpany.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Use oiganizalionaI unils in SAI R/3 lo nodeI lhe diffeienl aieas of
youi conpany
- Cieale oiganizalionaI unils foi saIes
- Cieale enleipiise sliucluies vilh assigned oiganizalionaI unils
specificaIIy in saIes
- Adjusl lhe oiganizalionaI sliucluies lo neel lhe IegaI and lusiness
iequiienenls of youi conpany
Unit Contents
Lesson: Organizational Units in the Sales Process . . . . . . . . . . . . . . . . . . . . . . . . . 35
Demonstration: Display Company Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Procedure: Create Company Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
April 2003 © 2002 SAP AG. All rights reserved. 33
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Demonstration: Create Sales Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Procedure: Create Sales Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Demonstration: Assign Sales Organization to Company Code . . . . . . . 46
Procedure: Assign Sales Organization to Company Code . . . . . . . . . . . . 47
Demonstration: Create Distribution Channel . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Procedure: Create Distribution Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Demonstration: Assign Distribution Channel to Sales Organization. . 48
Procedure: Assign Distribution Channel to Sales Organization. . . . . . . 49
Demonstration: Display Division. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Procedure: Create Division . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Demonstration: Assign Division to Sales Organization. . . . . . . . . . . . . . . . . 50
Procedure: Assign Division to Sales Organization. . . . . . . . . . . . . . . . . . . . . . 51
Demonstration: Create Sales Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Procedure: Create Sales Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Demonstration: Create Sales Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Procedure: Create Sales Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Demonstration: Create Sales Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Procedure: Create Sales Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Demonstration: Assign Sales Office to Sales Area . . . . . . . . . . . . . . . . . . . . . 56
Procedure: Assign Sales Office to Sales Area . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Demonstration: Assign Sales Group to a Sales Office . . . . . . . . . . . . . . . . . 58
Procedure: Assign Sales Group to a Sales Office . . . . . . . . . . . . . . . . . . . . . . 59
Demonstration: Display Plant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Demonstration: Assign Plant to Sales Organization and Distribution
Channel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Procedure: Assign Plant to Sales Organization and Distribution
Channel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Exercise 2: Organizational Units in the Sales Process. . . . . . . . . . . . . . . . . 65
Exercise 3: Defining New Organizational Units and Structures for
Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
34 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
Lesson:
27
OrganizationaI Units in the SaIes Process
Lesson Duialion: 9O ninules
Lesson Overview
This unil desciiles hov a nev enleipiise sliucluie is sel up in SAI R/3.
The IDLS-AC conpany in lhe liaining syslen is given anolhei disliilulion
channeI and nev saIes aieas foi saIes al liade faiis. In addilion, lhe
inleinaI oiganizalionaI sliucluie in saIes has lo le exlended. In lhis unil,
you viII lecone faniIiai vilh lhe oiganizalionaI IeveIs essenliaI lo lhe
saIes piocess and ollain an insighl inlo lhe oiganizalionaI sliucluie of lhe
IDLS conpany.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Use oiganizalionaI unils in SAI R/3 lo nodeI lhe diffeienl aieas of
youi conpany
- Cieale oiganizalionaI unils foi saIes
- Cieale enleipiise sliucluies vilh assigned oiganizalionaI unils
specificaIIy in saIes
- Adjusl lhe oiganizalionaI sliucluies lo neel lhe IegaI and lusiness
iequiienenls of youi conpany
The lasic infoinalion shouId le a ieviev foi sludenls, as an inlioduclion
vas piovided in LO15O. A good lechnique is lo lieal pail of lhis discussion
as a ieviev, asking sludenls, foi exanpIe ¨Whal is an exanpIe of a saIes
oiganizalion` Whal is lhe ieIalionship lelveen saIes oiganizalion and
conpany code`¨ and so on.
Business ExampIe
Youi conpany, IDLS Inc., has leen using lhe SAI R/3 SD noduIe
successfuIIy foi yeais.
Conpany nanagenenl has decided lo expand lhe conpany´s saIes
aclivilies. In lhe fuluie, oideis pIaced ly cusloneis al liade faiis shouId le
conlioIIed and evaIualed sepaialeIy fion aII exisling aclivilies.
Youi iesponsiliIily is lo expand lhe enleipiise sliucluie in saIes
accoidingIy.
April 2003 © 2002 SAP AG. All rights reserved. 35
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Enterprise Structures
In SAI R/3, you can use seveiaI sliucluies lo iepiesenl lhe IegaI and
oiganizalionaI sliucluie of youi conpany. You can design lhese sliucluies
fion lhe poinl of viev of accounling, naleiiaIs nanagenenl, and saIes
and disliilulion. You can conline lhese oiganizalionaI sliucluies lo foin
a fianevoik in vhich aII lusiness liansaclions can le piocessed.
Figure 4: Enterprise Structures in SAP R/3
The oiganizalionaI sliucluies in R/3 can:
- Achieve fIexiliIily in iepiesenling conpIex coipoiale sliucluies
- Adapl lo changes in lhe coipoiale sliucluie
- Dislinguish lelveen vievs in Iogislics (saIes and disliilulion,
puichasing, and so on), cosl accounling, and financiaI accounling
- Iiocess dala acioss conpany codes
36 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
Figure 5: How SD Is Integrated in FinanciaI Accounting
In conneiciaI, oiganizalionaI, and lechnicaI leins lhe cIienl is a
seIf-conlained unil in an R/3 Syslen vilh sepaiale naslei iecoids.
Oflen lhe pailicipanls lhink lhe cIienl is lhe haidvaie, lhis is incoiiecl.
LxpIain lhal il is possilIe lo have syslens vilh nuIlipIe cIienls. LxanpIes
of nuIlipIe cIienls duiing inpIenenlalion aie: lesling, deveIopnenl, and
pioduclion. LxpIain lhal useis using diffeienl cIienls (foi exanpIe, one
usei is using cIienl 4OO and lhe olhei usei is using cIienl 4O1) aie nol seeing
lhe sane naslei dala iecoids.
Cive lhe pailicipanls an exanpIe of lhe kind of dala heId al a cIienl IeveI,
foi exanpIe, usei Iogon.
A gioup can le iepiesenled in lhe syslen using lhe leins c!Icnt and
cnmpany cndc. CeneiaIIy, a cIienl iepiesenls a gioup, vhiIe a conpany
code iepiesenls a conpany in lhe sense of an independenl accounling unil.
Conpany codes aie independenl fion each olhei in lhe IegaI sense.
A cIienl is a seIf-conlained lechnicaI unil. CeneiaI dala and lalIes lhal aie
used foi seveiaI oiganizalionaI sliucluies aie sloied al lhis IeveI.
The conpany code is lhe Iovesl IeveI al vhich you can do exleinaI
financiaI iepoiling lo salisfy IegaI iequiienenls.
You can cieale seveiaI conpany codes foi eveiy cIienl in oidei lo caiiy oul
financiaI accounling foi seveiaI independenl conpanies sinuIlaneousIy.
Al Ieasl one conpany code nusl le ciealed, hovevei.
April 2003 © 2002 SAP AG. All rights reserved. 37
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Lach conpany code iepiesenls an independenl accounling unil. SeveiaI
conpany codes can use lhe sane chail of accounls.
You can use lhe conpany code and lusiness aiea lo iepiesenl a gioup fion
a financiaI accounling vievpoinl. A busIncss arca is a sepaiale lusiness
unil foi vhich cioss-conpany-code inleinaI iepoiling can le caiiied oul.
ßusiness aieas aie nol Iiniled ly conpany codes. Ioi lhis ieason, lhe
lusiness aieas in aII conpany codes nusl have lhe sane desciiplion.
ßusiness aieas aie oplionaI.
You viII use lusiness aieas if you vanl lo caIcuIale piofil and Ioss
slalenenls independenlIy of lhe conpany code. In lhe case of poslings
nade fion saIes and disliilulion, lhe lusiness aiea can le deiived
aulonalicaIIy.
Demonstration: DispIay Company Code
Purpose
To shovpailicipanls lhe inlegialion lelveen SDand IinanciaI Accounling.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. DispIay conpany code 1OOO |MG →|n|crprisc S|ruc|urc →Dcfini|icn
→|inancia| Acccun|ing →Dcfinc, ccpq, dc|c|c, cncc| ccnpanq ccdc →
|di| ccnpanq ccdc da|a
2. (OplionaI) DoulIe cIick on conpany code 1OOO lo dispIay lhe delaiIs.
38 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
30
Create Company Code
1. DispIay conpany code: |MG →|n|crprisc S|ruc|urc →Dcfini|icn →
|inancia| Acccun|ing →Dcfinc, ccpq, dc|c|c, cncc| ccnpanq ccdc →|di|
ccnpanq ccdc da|a.
2. Lnlei conpany code designalion.
3. Lnlei conpany code nane.
4. Lnlei cily.
5. Lnlei counliy.
6. Lnlei cuiiency.
7. Lnlei Ianguage.
8. Choose Satc.
OrganizationaI Units and OrganizationaI Structures
in SaIes
The oiganizalionaI sliucluies in SD iepiesenl lhe IegaI and oiganizalionaI
sliucluie of youi conpany. These SD oiganizalionaI sliucluies aie Iinked
vilh lhose in financiaI accounling and naleiiaIs nanagenenl lo foin a
fianevoik in vhich lhese lusiness liansaclions can le piocessed.
A conpany´s oiganizalionaI sliucluie is foined ly ciealing oiganizalionaI
unils and defining Iinks lelveen lhen. OiganizalionaI unils aie eIenenls
of lhe oiganizalionaI sliucluie. The oiganizalionaI unils aie nainlained
and assigned in Cuslonizing foi lhe enleipiise sliucluie.
April 2003 © 2002 SAP AG. All rights reserved. 39
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Figure 6: OrganizationaI Units in SaIes
- SaIes oiganizalion (iequiied)
- Disliilulion channeI (iequiied)
- Division (iequiied)
- SaIes aiea (iequiied)
- SaIes office (oplionaI)
- SaIes gioup (oplionaI)
A vaiiely of oiganizalionaI unils aie avaiIalIe foi nodeIing saIes lusiness
liansaclions. In lhe saIes aiea, lhe foIIoving oiganizalionaI sliucluies can
le defined and used lo nodeI lhe saIes sliucluies:
40 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
Figure 7: SaIes Organization
A sa!cs nrganIzatInn iepiesenls lhe oiganizalionaI sliucluie in saIes
and disliilulion. Lach saIes oiganizalion iepiesenls a seIIing unil as a
IegaI enlily. Il is iesponsilIe, foi exanpIe, foi pioducl IialiIily and olhei
cuslonei iighls of iecouise. The saIes oiganizalion ansveis lhe queslion,
¨Who in youi conpany is aulhoiized lo seII`¨
You can use saIes oiganizalions lo suldivide naikels inlo iegions. Lach
lusiness liansaclion is piocessed vilhin a saIes oiganizalion.
The saIes oiganizalion is a iequiied oiganizalionaI unil and al Ieasl one
nusl le ciealed.
A saIes oiganizalion is assigned lo exaclIy one conpany code and one oi
noie pIanls. Lach saIes oiganizalion has ils ovn naslei dala, foi exanpIe,
ils ovn cuslonei and naleiiaI naslei dala, as veII as condilion iecoids.
HInt: The piocess of defining and assigning oiganizalionaI
eIenenls is done in lvo sleps: define and assign.
April 2003 © 2002 SAP AG. All rights reserved. 41
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Figure 8: Distribution ChanneI
You can use diffeienl dIstrIbutInn channc!s in saIes and disliilulion lo
piovide lhe naikel vilh lhe lesl possilIe seivice. Disliilulion channeIs
piovide a geneiaI sliucluie foi disliiluling goods. The disliilulion
channeI ansveis lhe queslion, ¨Hov does youi pioducl gel lo youi
cuslonei`¨ WhoIesaIe liade, saIes lo indusliiaI cusloneis, oi diiecl saIes
fion a pIanl aie lypicaI exanpIes of disliilulion channeIs.
The disliilulion channeI is a iequiied oiganizalionaI unil and al Ieasl
one nusl le ciealed. Disliilulion channeIs can le sel up accoiding lo
youi conpany´s naikel slialegy oi inleinaI oiganizalion. Cusloneis
can le seived lhiough one oi noie disliilulion channeIs vilhin a saIes
oiganizalion.
In addilion, you can vaiy lhe naslei dala ieIevanl lo saIes - such as
cuslonei naslei dala, saIes naslei dala, piices, and suichaiges/discounls
- foi each saIes oiganizalion and disliilulion channeI. This viII iesuIl in
diffeienl piicing scenaiios lased on disliilulion channeIs.
ße suie lo enphasize lo pailicipanls lhal disliilulion channeIs does nol
piinaiiIy iefei lo diffeienl nelhods of physicaI liansnillaI of pioducl lo
cusloneis. Ralhei disliilulion channeIs aie a vay of cIassifying cusloneis
al a veiy high IeveI.
42 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
Figure 9: Division
A lioad pioducl iange can le spIil inlo dIvIsInns. The division ansveis
lhe queslion, ¨Whal do you seII`¨ In SAI R/3, you can aIso define a
division-specific saIes sliucluie.
The division is a iequiied oiganizalionaI unil and al Ieasl one nusl le
ciealed.
You can nake cuslonei-specific agieenenls foi each division, foi exanpIe,
iegaiding pailiaI deIiveiies oi piicing. Wilhin a division, you can caiiy oul
slalislicaI anaIyses oi devise youi ovn naikeling slialegies.
Figure 10: SaIes Area
April 2003 © 2002 SAP AG. All rights reserved. 43
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
A sa!cs arca is a unique and defined conlinalion of saIes oiganizalion,
disliilulion channeI, and division.
SaIes docunenls, deIiveiy docunenls, and liIIing docunenls aie aIvays
assigned lo a saIes aiea. Lveiy saIes piocess lakes pIace in a specific saIes
aiea.
The ieIevanl naslei dala can usuaIIy le nainlained expIicilIy foi each
saIes aiea, foi exanpIe:
- SaIes-ieIevanl cuslonei naslei dala
- SaIes-ieIevanl naleiiaI naslei dala foi each defined conlinalion of
saIes oiganizalion and disliilulion channeI (lhe division is a geneiaI
|non-saIes ieIaledj fieId of lhe naleiiaI naslei, as a iesuIl, a naleiiaI
can onIy le assigned lo one division)
- Condilions (piices, discounls, oi suichaiges)
You can caiiy oul anaIyses vilhin a saIes aiea, foi exanpIe, ly evaIualion
saIes voIune.
Iion an inpIenenlalion poinl of viev, you shouId liy lo keep lhe
oiganizalionaI sliucluie of a saIes aiea as sinpIe as possilIe.
SAINole of inleiesl: 84235 Definilion of connon saIes aieas.
Demonstration: Create SaIes Organization
Purpose
To shov pailicipanls hov lo cieale saIes oiganizalions.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale saIes oiganizalion ZO99 Tiade Iaii saIes oiganizalion ly
copying saIes oiganizalion 1OOO. |MG →|n|crprisc S|ruc|urc →
Dcfini|icn →Sa|cs and Dis|riou|icn →Dcfinc, ccpq, dc|c|c, cncc| sa|cs
crganiza|icn →Dcfinc Sa|cs Organiza|icn
2. SeIecl saIes oiganizalion 1OOO.
44 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
3. Copy saIes oiganizalion 1OOO. |di| →Ccpq as...
4. Specify laigel enliies. Oveiviile ¨1OOO¨ vilh ¨ZO99¨ and ¨Ceinany
Iiankfuil¨ vilh ¨Tiade faii saIes oig¨.
5. Choose Lnlei.
6. In lhe addiess pop-up scieen, Lnlei
7. Save.
April 2003 © 2002 SAP AG. All rights reserved. 45
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
36
Create SaIes Organization
1. |MG →|n|crprisc S|ruc|urc →Dcfini|icn →Sa|cs and Dis|riou|icn →
Dcfinc, ccpq, dc|c|c, cncc| sa|cs crganiza|icn →Dcfinc Sa|cs Organiza|icn.
2. Choose Ncu |n|rics.
3. Lnlei dala.
Demonstration: Assign SaIes Organization to
Company Code
Purpose
To denonsliale hov lo assign defined saIes oiganizalions lo a conpany
code.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd:
5ct up InstructInns: As assigned.
1. Co lo assignnenl aiea. |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign sa|cs crganiza|icn |c ccnpanq ccdc
2. Shov pailicipanls lhe liee sliucluie.
3. Choose conpany code 1OOO.
4. Choose lhe Assign lullon.
5. Choose saIes oiganizalion ZO99 vilh lhe seIeclion lox lo lhe Iefl.
6. Choose Copy.
7. Choose Save.
46 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
37
Assign SaIes Organization to Company Code
1. Co lo assignnenl aiea: |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign sa|cs crganiza|icn |c ccnpanq ccdc.
2. SeIecl conpany code.
3. SeIecl lhe Assign lullon.
4. SeIecl saIes oiganizalion vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Ccpq.
6. Choose Satc.
Demonstration: Create Distribution ChanneI
Purpose
To shov pailicipanls hov lo cieale disliilulion channeIs.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale nev disliilulion channeI Z9. |MG →|n|crprisc S|ruc|urc
→Dcfini|icn →Sa|cs and Dis|riou|icn →Dcfinc, ccpq, dc|c|c, cncc|
dis|riou|icn cnannc| →Dcfinc dis|riou|icn cnannc|
2. Choose lullon Nev Lnliies.
3. Lnlei disliilulion channeI Z9.
4. Lnlei disliilulion channeI nane lexl Tiade Iaii Disl Ch.
5. Choose Save.
April 2003 © 2002 SAP AG. All rights reserved. 47
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
38
Create Distribution ChanneI
1. |MG →|n|crprisc S|ruc|urc →Dcfini|icn →Sa|cs and Dis|riou|icn
→Dcfinc, ccpq, dc|c|c, cncc| dis|riou|icn cnannc| →Dcfinc dis|riou|icn
cnannc|.
2. SeIecl Ncu |n|rics.
3. Lnlei disliilulion channeI.
4. Lnlei disliilulion channeI nane lexl.
5. Choose Satc.
Demonstration: Assign Distribution ChanneI to SaIes
Organization
Purpose
To denonsliale hov lo assign defined disliilulion channeI lo a saIes
oiganizalion.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd:
5ct up InstructInns: As assigned.
1. Co lo assignnenl aiea. |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign dis|riou|icn cnannc| |c sa|cs crganiza|icn
2. Shov pailicipanls lhe liee sliucluie.
3. Choose saIes oiganizalion ZO99.
4. Choose lhe Assign lullon.
5. Choose disliilulion channeI Z9 vilh lhe seIeclion lox lo lhe Iefl.
6. Choose Copy.
7. Choose Save.
ße suie lo enphasize lo pailicipanls lhal division coiiesponds lo pioducl
Iines al a faiiIy high IeveI, e.g. punps, looIs, elc.
48 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
39
Assign Distribution ChanneI to SaIes Organization
1. Co lo assignnenl aiea: |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign dis|riou|icn cnannc| |c sa|cs crganiza|icn.
2. SeIecl saIes oiganizalion.
3. SeIecl lhe Assign lullon.
4. SeIecl disliilulion channeI vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Ccpq.
6. Choose Satc.
Demonstration: DispIay Division
Purpose
To shov pailicipanls hov lo dispIay divisions.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. DispIay exisling divisions OO, O1, and O7. |MG →|n|crprisc S|ruc|urc
→Dcfini|icn →|cgis|ics - Gcncra|→Dcfinc, ccpq, dc|c|c, cncc| ditisicn →
Dcfinc ditisicn
2. Shov exisling divisions OO, O1, and O7..
April 2003 © 2002 SAP AG. All rights reserved. 49
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
40
Create Division
1. DispIay exisling divisions: |MG →|n|crprisc S|ruc|urc →Dcfini|icn →
|cgis|ics - Gcncra|→Dcfinc, ccpq, dc|c|c, cncc| ditisicn →Dcfinc ditisicn.
2. Lnlei division designalion.
3. Lnlei division nane.
4. Choose Satc.
Demonstration: Assign Division to SaIes Organization
Purpose
To denonsliale hov lo assign a defined division lo a saIes oiganizalion.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Co lo assignnenl aiea. |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign ditisicn |c sa|cs crganiza|icn
2. Shov pailicipanls lhe liee sliucluie.
3. Choose saIes oiganizalion ZO99.
4. Choose lhe Assign lullon.
5. Choose divisions OO, O1, and O7 vilh lhe seIeclion lox lo lhe Iefl.
6. Choose Copy.
7. Choose Save.
50 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
41
Assign Division to SaIes Organization
1. Co lo assignnenl aiea: |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign ditisicn |c sa|cs crganiza|icn.
2. SeIecl saIes oiganizalion.
3. SeIecl lhe Assign lullon.
4. SeIecl divisions vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Ccpq.
6. Choose Satc.
Demonstration: Create SaIes Area
Purpose
To shov pailicipanls hov lo cieale unique, defined saIes aieas.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Co lo assignnenl aiea
Co lo assignnenl aiea. |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Sc| up sa|cs arca
2. Choose saIes oiganizalion ZO99.
3. Choose lhe Assign lullon.
4. Choose disliilulion channeI Z9 vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Copy.
6. Choose on disliilulion channeI Z9.
7. Choose lhe Assign lullon.
8. Choose divisions OO, O1, and O7 vilh lhe seIeclion lox lo lhe Iefl.
9. Choose Copy.
1O. Choose Save.
April 2003 © 2002 SAP AG. All rights reserved. 51
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
42
Create SaIes Area
1. Co lo assignnenl aiea: |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Sc| up sa|cs arca.
2. SeIecl saIes oiganizalion.
3. SeIecl lhe Assign lullon.
4. SeIecl disliilulion channeI vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Ccpq.
6. SeIecl lhe Assign lullon.
7. SeIecl divisions vilh lhe seIeclion lox lo lhe Iefl.
8. Choose Ccpq.
9. Choose Satc.
Adjusting OrganizationaI Structures
In lhe conlexl of an inpIenenlalion, lheie is lension lelveen keeping
oiganizalionaI sliucluies sinpIe and lhe need foi delaiIed anaIyses of
saIes dala. The use of oplionaI oiganizalionaI unils in saIes can le used lo
iesoIve lhis lension.
Figure 11: SaIes Office and SaIes Group
SaIes Office:
52 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
- CeogiaphicaI aspecls of lhe oiganizalionaI sliucluies in lusiness
deveIopnenl and saIes aie defined using saIes offices. A saIes office,
as an oplionaI oiganizalionaI unil, can le vieved as an acluaI office oi
a leiiiloiy oi iegion. SaIes offices can le assigned lo nuIlipIe saIes
aieas. If you enlei a saIes oidei foi a saIes office vilhin a pailicuIai
saIes aiea, lhe saIes office nusl le peinilled foi lhal saIes aiea.
- Iionan inpIenenlalion poinl of viev, ciealing one saIes oiganizalion
in lhe U.S. vilh 5O saIes offices lo iepiesenl each slale iesuIls in a
sinpIei oiganizalionaI sliucluie lhan having 5O saIes oiganizalions,
each iepiesenling one slale.
SaIes gioup:
- LnpIoyees of a saIes office can le assigned lo saIes gioups defined
foi each division oi disliilulion channeI. SaIes gioups aie assigned
lo saIes offices.
- SaIes gioup is an oplionaI oiganizalionaI unil.
SaIespeison:
- A saIes gioup consisls of a ceilain nunlei of saIespeisons. A
saIespeison is assigned lo a saIes office and gioup in lhe saIes
enpIoyee naslei iecoid. Theieaflei you can seIecl lhis peisonneI
naslei iecoid in lhe Par|ncr scieen of a saIes docunenl.
- SaIespeison is oplionaI.
Lach of lhese inleinaI oiganizalionaI unils aIIovs foi saIes anaIyses, lul
lhey do nol have lhe conlioI fealuies of lhe iequiied oiganizalionaI unils.
Demonstration: Create SaIes Office
Purpose
To shov pailicipanls hov lo cieale lhe oplionaI oiganizalionaI unil saIes
office.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale saIes office ZO99 Tiade Iaii saIes office ly copying saIes office
1OOO. |MG →|n|crprisc S|ruc|urc →Dcfini|icn →Sa|cs and Dis|riou|icn
→Main|ain sa|cs cfficc
2. SeIecl saIes office 1OOO.
April 2003 © 2002 SAP AG. All rights reserved. 53
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
3. Copy saIes office 1OOO. |di| →Ccpq as...
4. Specify laigel enliies. Oveiviile ¨1OOO¨ vilh ¨ZO99¨ and ¨Office
Iiankfuil¨ vilh ¨Tiade faii SIs Off¨.
5. Choose Lnlei.
6. In lhe addiess pop-up scieen, Lnlei
7. Choose Save.
54 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
44
Create SaIes Office
1. |MG →|n|crprisc S|ruc|urc →Dcfini|icn →Sa|cs and Dis|riou|icn →
Main|ain sa|cs cfficc.
2. SeIecl exisling saIes office.
3. Copy exisling saIes office: |di| →Ccpq as....
4. Specify laigel enliies.
5. Chose |n|cr.
6. In lhe Addiess diaIog lox, choose |n|cr.
7. Choose Satc.
Demonstration: Create SaIes Group
Purpose
To shov pailicipanls hov lo cieale lhe oplionaI oiganizalionaI unil saIes
gioup.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale nev saIes gioup Z99. |MG →|n|crprisc S|ruc|urc →Dcfini|icn
→Sa|cs and Dis|riou|icn →Main|ain sa|cs grcup
2. Choose lullon Nev Lnliies.
3. Lnlei saIes gioup Z99.
4. Lnlei saIes gioup nane lexl Tiade Iaii SIs Off.
5. Choose Save.
April 2003 © 2002 SAP AG. All rights reserved. 55
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
45
Create SaIes Group
1. |MG →|n|crprisc S|ruc|urc →Dcfini|icn →Sa|cs and Dis|riou|icn →
Main|ain sa|cs grcup.
2. SeIecl Ncu |n|rics.
3. Lnlei nev saIes gioup.
4. Lnlei saIes gioup nane lexl.
5. Choose Satc.
Demonstration: Assign SaIes Office to SaIes Area
Purpose
To denonsliale hov lo assign a defined saIes office lo a saIes aiea.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Co lo assignnenl aiea. |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign sa|cs cfficc |c sa|cs arca
2. Shov pailicipanls lhe liee sliucluie.
3. Choose on saIes aiea ZO99 Z9 OO.
4. Choose on lhe Assign lullon.
5. Choose saIes office Z99 vilh lhe seIeclion lox lo lhe Iefl.
6. Choose Copy.
7. Choose on saIes aiea ZO99 Z9 O1.
8. Choose on lhe Assign lullon.
9. Choose saIes office Z99 vilh lhe seIeclion lox lo lhe Iefl.
1O. Choose Copy.
11. Choose on saIes aiea ZO99 Z9 O7.
12. Choose on lhe Assign lullon.
13. Choose saIes office Z99 vilh lhe seIeclion lox lo lhe Iefl.
14. Choose Copy.
56 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
15. Choose Save.
April 2003 © 2002 SAP AG. All rights reserved. 57
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
46
Assign SaIes Office to SaIes Area
1. Co lo assignnenl aiea: |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign sa|cs cfficc |c sa|cs arca.
2. SeIecl saIes aiea.
3. SeIecl lhe Assign lullon.
4. SeIecl saIes office vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Ccpq.
6. Choose Satc.
Demonstration: Assign SaIes Group to a SaIes Office
Purpose
To denonsliale hov lo assign a defined saIes gioup lo a saIes office.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Co lo assignnenl aiea. |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign sa|cs grcup |c sa|cs cfficc
2. Shov pailicipanls lhe liee sliucluie.
3. Choose on saIes office ZO99.
4. Choose on lhe Assign lullon.
5. Choose saIes gioup Z99 vilh lhe seIeclion lox lo lhe Iefl.
6. Choose Copy.
7. Choose Save.
58 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
47
Assign SaIes Group to a SaIes Office
1. Co lo assignnenl aiea: |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign sa|cs grcup |c sa|cs cfficc.
2. SeIecl saIes office.
3. SeIecl lhe Assign lullon.
4. SeIecl saIes gioup vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Ccpq.
6. Choose Satc.
Linking the SaIes OrganizationaI Structure to MateriaIs
Management
In SAI R/3, you can use seveiaI sliucluies lo iepiesenl lhe oiganizalionaI
sliucluie of youi conpany. Of inpoilance is lhe conlinalion of
oiganizalionaI sliucluies fion naleiiaIs nanagenenl and saIes and
disliilulion. These foin an inlegialed fianevoik in vhich IogislicaI
liansaclions can le piocessed.
Figure 12: PIant
MaleiiaIs nanagenenl is piinaiiIy conceined vilh lhe fIov of naleiiaIs
vilhin a conpany. Iioduclion faciIilies and Iocalions foi sloiing slock
nusl lheiefoie le defined in lhe syslen. The leins used in lhe syslen
foi lhese enlilies aie pIanl and sloiage Iocalion. MaleiiaI slocks can le
desciiled in delaiI al lhe IeveI of diffeienl sloiage Iocalions vilhin a pIanl.
April 2003 © 2002 SAP AG. All rights reserved. 59
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
A pIanl can eilhei le a Iocalion foi pioduclion and naleiiaI iequiienenls
pIanning (MRI), oi il nay sinpIy iepiesenl one oi noie naleiiaI slock
Iocalions in cIose pioxinily lo one anolhei.
Lach pIanl is assigned lo a unique conpany code. The pIanl is a iequiied
oiganizalionaI unil, and al Ieasl one nusl le defined.
Ioi a pIanl lo deIivei goods lo cusloneis, il nusl le configuied
appiopiialeIy as a deIiveiing pIanl in SD Cuslonizing. Duiing lhe saIes
piocess, lhe deIiveiing pIanls aie fiisl used lo veiify lhe slocks, and Ialei
lo suppIy lhe goods lhe cuslonei has oideied.
Figure 13: DeIivering PIant
Lnphasize lo lhe pailicipanls lhal a pIanl, defined foi MaleiiaIs
Managenenl, assigned lo a saIes oiganizalion/disliilulion channeI is
designaled as a deIiveiing pIanl. Hovevei, lhis pIanl is sliII lhe sane
unique unil.
The pIanls fion vhich lhe saIes depailnenl deIiveis lhe naleiiaIs
oideied aie designaled as deIiveiing pIanls and nusl le assigned lo
a saIes oiganizalion and a disliilulion channeI (disliilulion chain) in
Cuslonizing.
ßy naking lhe pIanl dependenl on lhe disliilulion channeI, you can
diffeienliale fuilhei lelveen pIanls vilhin a saIes oiganizalion. This
aIIovs lhe disliilulion channeI dIrcct sa!cs foi ceilain pIanls in a saIes
oiganizalion, lul nol foi olheis.
60 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
One pIanl can le assigned lo seveiaI disliilulion chains as lhe deIiveiing
pIanl. Il can aIso le assigned lo seveiaI saIes oiganizalions.
Il is aIso possilIe foi lhe deIiveiing pIanl of a disliilulion chain lo leIong
lo a diffeienl independenl conpany in lhe coipoiale gioup (lhal is,
lhe pIanl is assigned lo a diffeienl conpany code lhan lhal of lhe saIes
oiganizalion). This is caIIed cioss-conpany saIes.
Demonstration: DispIay PIant
Purpose
To shov pailicipanls lhe inlegialion lelveen SD and MaleiiaIs
Managenenl.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. DispIay pIanl 1OOO |MG →|n|crprisc S|ruc|urc →Dcfini|icn →|cgis|ics
- Gcncra|→Dcfinc, ccpq, dc|c|c, cncc| p|an| →Dcfinc p|an|
2. (OplionaI) DoulIe cIick on pIanl 1OOO lo dispIay lhe delaiIs.
Demonstration: Assign PIant to SaIes Organization
and Distribution ChanneI
Purpose
To shov pailicipanls hov lo assign pIanls lo a saIes oiganizalion and a
disliilulion channeI.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Co lo assignnenl aiea
April 2003 © 2002 SAP AG. All rights reserved. 61
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Co lo assignnenl aiea. |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign sa|cs crganiza|icn - dis|riou|icn cnannc|
- p|an|
2. Choose saIes oiganizalion and disliilulion channeI conlinalion ZO99
and Z9.
3. Choose lhe Assign lullon.
4. Choose pIanls 1OOO, 12OO, and 14OO vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Copy.
6. Choose Save.
62 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
50
Assign PIant to SaIes Organization and Distribution
ChanneI
1. Co lo assignnenl aiea: |MG →|n|crprisc S|ruc|urc →Assignncn| →
Sa|cs and Dis|riou|icn →Assign sa|cs crganiza|icn - dis|riou|icn cnannc|
- p|an|.
2. SeIecl saIes oiganizalion and disliilulion channeI conlinalion.
3. SeIecl lhe Assign lullon.
4. SeIecl pIanls vilh lhe seIeclion lox lo lhe Iefl.
5. Choose Ccpq.
6. Choose Satc.
April 2003 © 2002 SAP AG. All rights reserved. 63
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
64 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
51 Exercise 2: OrganizationaI Units in the
SaIes Process
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Use oiganizalionaI unils in SAI R/3 lo nodeI lhe diffeienl aieas of
youi conpany
- Cieale enleipiise sliucluies vilh assigned oiganizalionaI unils
specificaIIy in saIes
Business ExampIe
You have joined lhe piojecl lean lhal is inpIenenling SAI al youi
conpany.
As lhe enpIoyee iesponsilIe foi saIes, you need lo faniIiaiize youiseIf
vilh lhe sliucluie lhal has aIieady leen ciealed and veiify lhe sellings.
You viII expand lhe exisling enleipiise sliucluie foi youi saIes
oiganizalion lo incIude lhe nev disliilulion channeI Tradc FaIr sa!cs.
Nntc: The iequiied sellings aie Iocaled in lhe InpIenenlalion
Cuide (IMC) undei lhe IMC node foi Lnleipiise Sliucluie. You can
find sone of lhe oiganizalionaI dala in SaIes and Disliilulion, and
olhei dala in IinanciaI Accounling and Logislics CeneiaI aieas.
System Data
5ystcm: Nol assigned.
C!Icnt: Nol assigned.
Uscr ID: Nol assigned.
Passwnrd: Nol assigned.
5ct up InstructInns: Nol assigned.
Task
IaniIiaiize youiseIf vilh lhe enleipiise sliucluies lhal aie ieIevanl foi
saIes lhal have leen configuied as oiganizalionaI sliucluies. ConpIele lhe
lalIes as appiopiiale.
1. The oiganizalionaI unils deleinined alove have leen used lo
configuie vaiious saIes aieas foi saIes oiganizalion 1000.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 65
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Wiile dovn lhe saIes aieas lhal have leen defined foi lhose lhal ve
aie using in lhis couise (Hinl: Disliilulion ChanneI: 1O and 14 and
Division: OO)`
5a!cs
OrganIzatInn
DIstrIbutInn
Channc!
DIvIsInn
SaIes aiea 1000
SaIes aiea 1000
2. Which saIes office(s) aie iesponsilIe foi nanaging saIes in sa!cs
nrganIzatInn 1000, dIstrIbutInn channc! 10, and dIvIsInn 00`
3. Recoid sone exanpIes of lhe saIes gioups assigned lo lhe saIes offices
Iisled alove.
Office:___________ SaIes gioup: ____________
SaIes gioup: ____________
Office:___________ SaIes gioup: ____________
SaIes gioup: ____________
4. To vhich conpany code does lhe saIes oiganizalion 1000 leIong`
Which cuiiency is defined foi lhis conpany code`
5. Recoid lhe deIiveiing pIanls lhal aie assigned lo saIes oiganizalion
1000 and disliilulion channeI 10.
DeIiveiing pIanl:
DeIiveiing pIanl:
DeIiveiing pIanl:
DeIiveiing pIanl:
66 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
SoIution 2: OrganizationaI Units in the
SaIes Process
Task
IaniIiaiize youiseIf vilh lhe enleipiise sliucluies lhal aie ieIevanl foi
saIes lhal have leen configuied as oiganizalionaI sliucluies. ConpIele lhe
lalIes as appiopiiale.
1. The oiganizalionaI unils deleinined alove have leen used lo
configuie vaiious saIes aieas foi saIes oiganizalion 1000.
Wiile dovn lhe saIes aieas lhal have leen defined foi lhose lhal ve
aie using in lhis couise (Hinl: Disliilulion ChanneI: 1O and 14 and
Division: OO)`
5a!cs
OrganIzatInn
DIstrIbutInn
Channc!
DIvIsInn
SaIes aiea 1000
SaIes aiea 1000
a) |n|crprisc s|ruc|urc →Assignncn|.
Sa|cs and Dis|riou|icn →Sc| up sa|cs arca.
5a!cs
nrganIzatInn
DIstrIbutInn
channc!
DIvIsInn
SaIes aiea 1000 10 00
SaIes aiea 1000 14 00
2. Which saIes office(s) aie iesponsilIe foi nanaging saIes in sa!cs
nrganIzatInn 1000, dIstrIbutInn channc! 10, and dIvIsInn 00`
Answcr: 1OOO Office Iiankfuil, 1O1O Office Hanluig, 1O3O Office
Slullgail
The saIes office is assigned lo a saIes aiea.
3. Recoid sone exanpIes of lhe saIes gioups assigned lo lhe saIes offices
Iisled alove.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 67
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Office:___________ SaIes gioup: ____________
SaIes gioup: ____________
Office:___________ SaIes gioup: ____________
SaIes gioup: ____________
a) |n|crprisc s|ruc|urc →Assignncn| →Sa|cs and Dis|riou|icn →
Assign sa|cs grcup |c sa|cs cfficc.
Office: 1OOO SaIes gioup: 1OO Ci. I1 Mi.
Anlon
SaIes gioup: 1O1 Ci. I2 Mi.
Mayei
SaIes gioup: 1O3 Ci. I3 Mi.
Ludvig
Office: 1O1O SaIes gioup: 11O Ci. H1 Mi.
Thonas
SaIes gioup: 111 Ci. H2 Mi.
ThieI
Office: 1O3O SaIes gioup: 13O Ci. S1 Ms.
ChnieI
SaIes gioup: 131 Ci. S2 Ms.
Kayseis
4. To vhich conpany code does lhe saIes oiganizalion 1000 leIong`
Which cuiiency is defined foi lhis conpany code`
a) |n|crprisc s|ruc|urc →Assignncn| →Sa|cs and Dis|riou|icn →
Assign sa|cs crganiza|icn |c ccnpanq ccdc.
Conpany code: 1OOO IDLS AC
l) Co lo lhe definilion of lhe conpany codes: |n|crprisc s|ruc|urc
→Dcfini|icn →|inancia| Acccun|ing →Dcfinc, ccpq, dc|c|c, cncc|
ccnpanq ccdc →|di| ccnpanq ccdc da|a.
Cuiiency: LUR
5. Recoid lhe deIiveiing pIanls lhal aie assigned lo saIes oiganizalion
1000 and disliilulion channeI 10.
Ccn|inucd cn ncx| pagc
68 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
DeIiveiing pIanl:
DeIiveiing pIanl:
DeIiveiing pIanl:
DeIiveiing pIanl:
a) |n|crprisc s|ruc|urc →Assignncn| →Sa|cs and Dis|riou|icn →
Assign sa|cs crganiza|icn - dis|riou|icn cnannc| - p|an|.
DeIiveiing pIanl: 1OOO Hanluig
DeIiveiing pIanl: 11OO ßeiIin
DeIiveiing pIanl: 12OO Diesden
DeIiveiing pIanl: 13OO Iiankfuil
April 2003 © 2002 SAP AG. All rights reserved. 69
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
70 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
57 Exercise 3: Defining New OrganizationaI
Units and Structures for SaIes
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Cieale oiganizalionaI unils foi saIes
- Adjusl lhe oiganizalionaI sliucluies lo neel lhe IegaI and lusiness
iequiienenls of youi conpany
Business ExampIe
To neel lheii goaI of eslalIishing nev, nodein saIes possiliIilies, youi
nanagenenl loaid has appioved a piojecl foi eslalIishing tradc sa!cs
as a nev saIes channeI al youi conpany. Managenenl vanls lo le alIe
lo liack lhe saIes and ievenues fion lhese liansaclions sepaialeIy, and
piicing pioceduies lhal aie diffeienl fion aII olhei saIes piocesses nusl
le possilIe.
System Data
5ystcm: Nol assigned.
C!Icnt: Nol assigned.
Uscr ID: Nol assigned.
Passwnrd: Nol assigned.
Task 1
Configuie lhe nev oiganizalionaI unils you need.
1. Define a nev disliilulion channeI foi Tradc FaIr sa!cs.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 71
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
Disliilulion channeI: Y = 70 + ##(foi gioup 19, foi exanpIe: Y = 7O
+ 19 = 89)
HInt: IIease use lhe Dcfinc dis|riou|icn cnannc| funclion, NOT
Ccpq, dc|c|c, cncc| dis|riou|icn cnannc|.
The Dcfinc dis|riou|icn cnannc| funclion (onIy) cieales a nev
disliilulion channeI. The nuch noie poveifuI Ccpq, dc|c|c,
cncc| dis|riou|icn cnannc| funclion aIIovs you lo copy aII of lhe
disliilulion-channeI-specific sellings fion lhe lenpIale. You
can aIso peifoin lhis synchionizalion Ialei. This funclion
is exlieneIy usefuI and efficienl in piojecls. In lhis couise,
hovevei, you aie iesponsilIe foi peifoining Cuslonizing
sleps youiseIf.
2. An independenl slaff is leing liained lo piocess lhe oideis ieceived
lhiough Tiade SaIes. These enpIoyees viII le giouped logelhei in
a saIes office. Sel up lhe nev saIes office: Zc##, Desciiplion: Tradc
OffIcc ##, foi lhis gioup. Use saIes office 1000 as a lenpIale.
Task 2
Lnhance lhe exisling saIes oiganizalion sliucluies ly inlegialing nev
oiganizalionaI unils.
1. Assign lhe nev disliilulion channeI lo youi saIes oiganizalion, Z000.
2. ßuiId nev saIes aieas vilh youi saIes oiganizalion, Z000, lhe nev
disliilulion channeI, and divisions 00, 01, and 07.
3. Make suie lhal deIiveiies foi oideis fion lhe nev saIes aieas can
lake pIace al youi disliilulion cenleis al lhe Hamburg, Drcsdcn,
and 5tuttgart pIanls.
4. Configuie Cuslonizing so lhal oideis enleied foi youi nev saIes
aiea, Z000 / Y / 00, can le assigned lo youi nev saIes office, Zc##,
Tradc OffIcc ##, as lhe iesponsilIe inleinaI oiganizalionaI unil.
72 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
SoIution 3: Defining New OrganizationaI
Units and Structures for SaIes
Task 1
Configuie lhe nev oiganizalionaI unils you need.
1. Define a nev disliilulion channeI foi Tradc FaIr sa!cs.
Disliilulion channeI: Y = 70 + ##(foi gioup 19, foi exanpIe: Y = 7O
+ 19 = 89)
HInt: IIease use lhe Dcfinc dis|riou|icn cnannc| funclion, NOT
Ccpq, dc|c|c, cncc| dis|riou|icn cnannc|.
The Dcfinc dis|riou|icn cnannc| funclion (onIy) cieales a nev
disliilulion channeI. The nuch noie poveifuI Ccpq, dc|c|c,
cncc| dis|riou|icn cnannc| funclion aIIovs you lo copy aII of lhe
disliilulion-channeI-specific sellings fion lhe lenpIale. You
can aIso peifoin lhis synchionizalion Ialei. This funclion
is exlieneIy usefuI and efficienl in piojecls. In lhis couise,
hovevei, you aie iesponsilIe foi peifoining Cuslonizing
sleps youiseIf.
a) |n|crprisc s|ruc|urc →Dcfini|icn →Sa|cs and Dis|riou|icn →Dcfinc,
ccpq, dc|c|c, cncc| dis|riou|icn cnannc| →Dcfinc dis|riou|icn cnannc|.
Desciiplion: Tradc 5a!cs ##
2. An independenl slaff is leing liained lo piocess lhe oideis ieceived
lhiough Tiade SaIes. These enpIoyees viII le giouped logelhei in
a saIes office. Sel up lhe nev saIes office: Zc##, Desciiplion: Tradc
OffIcc ##, foi lhis gioup. Use saIes office 1000 as a lenpIale.
a) |n|crprisc s|ruc|urc →Dcfini|icn →Sa|cs and Dis|riou|icn →
Main|ain sa|cs cfficc.
SeIecl saIes office 1OOO and choose Ccpq as ....
Task 2
Lnhance lhe exisling saIes oiganizalion sliucluies ly inlegialing nev
oiganizalionaI unils.
1. Assign lhe nev disliilulion channeI lo youi saIes oiganizalion, Z000.
a) |n|crprisc s|ruc|urc →Assignncn| →Sa|cs and Dis|riou|icn →
Assign dis|riou|icn cnannc| |c sa|cs crganiza|icn.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 73
Unit 2: Enterprise Structure in SaIes and Distribution SCM605
2. ßuiId nev saIes aieas vilh youi saIes oiganizalion, Z000, lhe nev
disliilulion channeI, and divisions 00, 01, and 07.
a) |n|crprisc s|ruc|urc →Assignncn| →Sa|cs and Dis|riou|icn →Sc|
up sa|cs arca.
3. Make suie lhal deIiveiies foi oideis fion lhe nev saIes aieas can
lake pIace al youi disliilulion cenleis al lhe Hamburg, Drcsdcn,
and 5tuttgart pIanls.
a) |n|crprisc s|ruc|urc →Assignncn| →Sa|cs and Dis|riou|icn →
Assign sa|cs crganiza|icn - dis|riou|icn cnannc| - p|an|.
4. Configuie Cuslonizing so lhal oideis enleied foi youi nev saIes
aiea, Z000 / Y / 00, can le assigned lo youi nev saIes office, Zc##,
Tradc OffIcc ##, as lhe iesponsilIe inleinaI oiganizalionaI unil.
a) |n|crprisc s|ruc|urc →Assignncn| →Sa|cs and Dis|riou|icn →
Assign sa|cs cfficc |c sa|cs arca.
74 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: OrganizationaI Units in the SaIes Process
Lesson Summary
You shouId nov le alIe lo:
- Use oiganizalionaI unils in SAI R/3 lo nodeI lhe diffeienl aieas of
youi conpany
- Cieale oiganizalionaI unils foi saIes
- Cieale enleipiise sliucluies vilh assigned oiganizalionaI unils
specificaIIy in saIes
- Adjusl lhe oiganizalionaI sliucluies lo neel lhe IegaI and lusiness
iequiienenls of youi conpany
ReIated Information
- Ioi noie infoinalion on enleipiise sliucluie and oiganizalionaI unils
consuIl lhe SAI Liliaiy R/3 4.6C al hllp://heIp.sap.con undei lhe
lopic Lnleipiise Sliucluie.
- Olhei oiganizalionaI unils in SD, such as lhe shipping poinl and lhe
lianspoilalion pIanning poinl, aie coveied in olhei SD couises.
- Cioss-conpany saIes is coveied in liaining couise LO925
Cioss-AppIicalion ßusiness Iiocesses in SD and MM.
April 2003 © 2002 SAP AG. All rights reserved. 75
Unit Summary SCM605
Unit Summary
You shouId nov le alIe lo:
- Use oiganizalionaI unils in SAI R/3 lo nodeI lhe diffeienl aieas of
youi conpany
- Cieale oiganizalionaI unils foi saIes
- Cieale enleipiise sliucluies vilh assigned oiganizalionaI unils
specificaIIy in saIes
- Adjusl lhe oiganizalionaI sliucluies lo neel lhe IegaI and lusiness
iequiienenls of youi conpany
ReIated Information
Ioi noie infoinalion iegaiding enleipiise sliucluie and oiganizalionaI
unils, ieviev lhe SAI heIp fiIes al hllp://heIp.sap.con.
76 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
63
Test Your KnowIedge
1. OiganizalionaI unils in SAI SaIes and Disliilulion aie nol Iinked lo
oiganizalionaI unils in any olhei R/3 appIicalion.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
2. Which of lhe foIIoving oiganizalionaI unils in SaIes and Disliilulion
aie iequiied`
Cnccsc |nc ccrrcc| ansucr(s).
A SaIes oiganizalion
ß Division
C SaIes office
D Disliilulion channeI
L SaIes gioup
3. The saIes aiea is a unique and defined conli-
nalion of a saIes oiganizalion saIes oiganizalion, a
disliilulion channeI disliilulion channeI, and a division division.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
4. Whal oplionaI oiganizalionaI unils nay le used lo heIp caiiy oul
inleinaI saIes anaIyses`
April 2003 © 2002 SAP AG. All rights reserved. 77
Test Your KnowIedge SCM605
64
Answers
1. OiganizalionaI unils in SAI SaIes and Disliilulion aie nol Iinked lo
oiganizalionaI unils in any olhei R/3 appIicalion.
Answcr: IaIse
Due lo lhe inlegialed naluie of SAI R/3, oiganizalionaI unils fion
nany appIicalions aie Iinked logelhei lo foin an enleipiise sliucluie.
2. Which of lhe foIIoving oiganizalionaI unils in SaIes and Disliilulion
aie iequiied`
Answcr: A, ß, D
SaIes office and saIes gioup aie oplionaI oiganizalionaI unils.
3. The saIes aiea is a unique and defined conlinalion of a saIes
oiganizalion, a disliilulion channeI, and a division.
Answcr: saIes oiganizalion, disliilulion channeI, division
The saIes aiea foins lhe lasis foi eveiy saIes liansaclion.
4. Whal oplionaI oiganizalionaI unils nay le used lo heIp caiiy oul
inleinaI saIes anaIyses`
Answcr: The oplionaI oiganizalionaI unils of saIes office, saIes gioup,
and saIespeison nay le used lo heIp caiiy oul inleinaI saIes anaIyses.
78 © 2002 SAP AG. All rights reserved. April 2003
Unit 3
65 SaIes Order Processing
ßefoie Iooking al cuslonizing, lhis unil discusses essenliaI eIenenls of
saIes oidei enliy. Heie, you can nenlion docunenl piocessing lechniques
as veII as hov lhe syslen aulonalicaIIy geneiales inpoilanl docunenl
dala fion lhe naslei dala.
Unit Overview
This unil discusses essenliaI eIenenls of saIes oidei enliy and hov lhe
syslen aulonalicaIIy geneiales inpoilanl docunenl dala fion lhe naslei
dala and olhei souices. In addilion, lhis unil coveis a nunlei of nev oi
enhanced funclions avaiIalIe foi enleiing and piocessing saIes oideis.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Deleinine lhe oiigin of docunenl dala fion vaiious souices, such as
lhe naleiiaI naslei, lhe cuslonei naslei, oi Cuslonizing
- Iind and use lhe looIs and heIp foi enleiing and piocessing saIes
oideis
Unit Contents
Lesson: Entering Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Demonstration: Deriving the Sales Area from the Customer Master . 83
Demonstration: Entering a Sales Order with the Ship-to Party. . . . . . . . 84
Demonstration: Determining Business Partners from the Customer
Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Demonstration: Different Business Data at the Ìtem Level in the Sales
Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Demonstration: Proposing Plants Automatically . . . . . . . . . . . . . . . . . . . . . . . . 90
Exercise 4: Entering Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Lesson: Processing Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Demonstration: Sales Summary in the Sales Order . . . . . . . . . . . . . . . . . . .103
April 2003 © 2002 SAP AG. All rights reserved. 79
Unit 3: SaIes Order Processing SCM605
Demonstration: Creating a Sales Summary View (Optional) . . . . . . . . .104
Demonstration: Fast Change Functions in Sales Order Processing.108
Demonstration: Change Sold-to Party in Sales Document . . . . . . . . . . .110
Demonstration: Use of Default Sold-to Party in Sales Order
Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Exercise 5: Entering Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
80 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
Lesson:
66
Entering SaIes Orders
Lesson Duialion: 1 houis
Lesson Overview
This Iesson discusses essenliaI eIenenls of saIes oidei enliy. Docunenl
piocessing lechniques, as veII as hov lhe syslen aulonalicaIIy geneiales
inpoilanl docunenl dala fion lhe naslei dala, is ievieved.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Deleinine lhe oiigin of docunenl dala fion vaiious souices, such as
lhe naleiiaI naslei, lhe cuslonei naslei, oi Cuslonizing
The lasics of ciealing a saIes oidei is a ieviev of lhe pieiequisile
couise, LO15O Iiocesses in SaIes and Disliilulion. Hovevei, you viII
le denonslialing lhe nev changes in saIes oidei enliy. As a pieviev of
cuslonizing, enphasize lhe souices of dala foi lhe saIes docunenl.
Business ExampIe
Youi conpany, IDLS, Inc. has leen using lhe SAI SaIes and Disliilulion
(SD) noduIe successfuIIy foi yeais.
In oidei lo conlinue using SD successfuIIy, you vanl lo le alIe lo exliacl
lhe docunenl dala as defauIl vaIues and fixed vaIues fion lhe naslei
dala and olhei souices.
Il is youi iesponsiliIily lo faniIiaiize youiseIf vilh lhe lechniques foi
ciealing and piocessing docunenls in R/3.
Sources of Document Data
Duiing dala inpul foi saIes docunenls, lhe syslen suppoils you ly
anaIyzing vaiious souices of infoinalion. The ain is lo nake ciealing
docunenls easiei ly using defauIl vaIues oi fixed iefeience dala.
April 2003 © 2002 SAP AG. All rights reserved. 81
Unit 3: SaIes Order Processing SCM605
Figure 14: Overview: Sources for Document Data
Theie aie seveiaI possilIe souices of infoinalion.
- Mastcr data: The syslenieads lhe naslei dala defined foi a cuslonei,
a naleiiaI, oi a piicing condilion. Ioi exanpIe, lhe specific leins of
paynenl foi a cuslonei can le found. The saIes infoinalion fion a
naleiiaI naslei can seive as lhe souice of lhe deIiveiing pIanl.
- ExIstIng dncumcnt data: Docunenl dala lhal has aIieady leen
enleied oi deleinined aulonalicaIIy ly lhe syslen can le used lo
enlei addilionaI docunenl dala. Ioi exanpIe, lhe deIiveiing pIanl
is used - aIong vilh olhei infoinalion - lo deleinine lhe shipping
poinl.
- CustnmIzIng: DefauIl vaIues foi ciealing docunenls can le defined
in Cuslonizing. Ioi exanpIe, you can sel a defauIl vaIue foi lhe
deIiveiy dale oi configuie a deIiveiy oi liIIing lIock in lhe saIes
docunenl lype. You can aIso define slialegies in Cuslonizing
foi deleinining docunenl infoinalion lased on conlinalions of
seveiaI ciileiia (foi exanpIe, deleinining lhe shipping poinl lhiough
a conlinalion of deIiveiing pIanl, Ioading gioup, and shipping
condilion).
- Hard-cndcd cnntrn!s: Haid-coded conlioIs can le used lo veighl
lhe diffeienl souices of infoinalion. ßy using a veighling facloi,
lhe vaIue is nuIlipIied ly a nunlei lo inciease oi deciease lhe
inpoilance of lhe infoinalion.
SaIes oideis can le enleied vilhoul specifying lhe saIes aiea, vhich is
aulonalicaIIy deleinined fion lhe cuslonei naslei iecoid. Il is aIso
possilIe lo enlei a saIes oidei vilh lhe ship-lo paily, as lhe syslen can use
lhis lo seaich and Iisl aII lhe polenliaI soId-lo pailies.
82 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
Figure 15: SaIes Order Entry - Deriving the SaIes Area
Lach saIes oidei is assigned lo a unique saIes aiea (saIes oiganizalion,
disliilulion channeI, oi division).
When you enlei a saIes oidei, you do nol need lo specify lhe saIes aiea
innedialeIy, lhe syslen can aulonalicaIIy deiive lhe saIes aiea fion lhe
soId-lo paily.
If lheie is naslei dala foi lhe soId-lo paily in seveiaI saIes aieas, a seIeclion
scieen appeais vheie you can choose lhe saIes aiea you iequiie.
Nntc: You can aIso cieale lhe naslei iecoid foi a nev soId-lo paily
fion vilhin lhe docunenl ciealion liansaclion.
Demonstration: Deriving the SaIes Area from the
Customer Master
Purpose
To denonsliale lhe nev funclionaIily of deiiving lhe saIes aiea fion lhe
cuslonei naslei iecoid
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
April 2003 © 2002 SAP AG. All rights reserved. 83
Unit 3: SaIes Order Processing SCM605
1. Lnlei a slandaid saIes oidei vilhoul specifying lhe saIes oidei
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
2. Lnlei docunenl lype: OR
CautInn: DO NOT LNTLR THL SALLS ARLA!
3. Choose Lnlei and shov lhal lheie is no enliy foi saIes aiea on lhe
oveiviev lal page
4. Lnlei SoId-lo paily: 2006
5. Choose Lnlei and shov lhal lhe saIes aiea enliy 1000 and 10 and
00 is aulonalicaIIy deleinined.
6. Lnlei a second slandaid saIes oidei vilhoul specifying lhe saIes oidei
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
7. Lnlei docunenl lype: OR
CautInn: DO NOT LNTLR THL SALLS ARLA!
8. Choose Lnlei and shov lhal lheie is no enliy foi saIes aiea on lhe
oveiviev lal page
9. Lnlei SoId-lo paily: 1172 and choose Lnlei
1O. Lnphasize lhal lhe dispIayed seIeclion scieen iesuIls fion lhe syslen
ieading lhal lhis soId-lo paily is defined foi lvo saIes aieas.
Demonstration: Entering a SaIes Order with the
Ship-to Party
Purpose
To denonsliale lhe nev funclionaIily of enleiing a saIes oidei vilh lhe
ship-lo paily
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Change lhe cuslonei naslei iecoid foi soId-lo paily 2007 |cgis|ics →
Sa|cs and Dis|riou|icn →Mas|cr Da|a →8usincss Par|ncrs →Cus|cncr
→ Cnangc
84 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
2. Lnlei saIes aiea 1000, 10, 00 and choose Lnlei
3. Choose lullon SaIes aiea dala
4. Co lo lal page Iailneis
5. Lnlei addilionaI ship-lo paily 2006 and choose Save
6. Lnlei a slandaid saIes oidei vilh lhe ship-lo paily |cgis|ics →Sa|cs
and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
7. Lnlei docunenl lype: OR
CautInn: DO NOT LNTLR THL SALLS ARLA!
8. Lnlei ship-lo paily 2007
9. Shov lhal lhe soId-lo paily 2007 is enleied aIong vilh saIes aiea 1000,
10, 00 since ship-lo 2OO7 is allached lo onIy one soId-lo, 2OO7, and lhis
soId-lo is defined foi lhis saIes aiea onIy.
1O. Lnlei a second slandaid oidei OR
CautInn: DO NOT LNTLR THL SALLS ARLA!
11. Lnlei ship-lo paily: 2006 and choose Lnlei
12. Lnphasize lhal a seIeclion scieen is dispIayed vilh lvo peinilled
soId-lo pailies (2OO6 and 2OO7).
DefauIt VaIues from Master Data
Iion lhe cuslonei naslei iecoid of lhe soId-lo paily, lhe syslen pioposes
saIes, shipping, piicing, and liIIing dala. In addilion, lhe syslen copies
cuslonei-specific naslei dala aloul lexls, pailneis, and conlacl peopIe
al lhe cuslonei sile.
Ioi each naleiiaI in lhe saIes oidei, lhe syslen aulonalicaIIy pioposes
dala fion lhe ieIevanl naleiiaI naslei iecoids, such as dala foi piicing,
deIiveiy scheduIing, avaiIaliIily check, lax deleininalion, and veighl
and voIune deleininalion.
April 2003 © 2002 SAP AG. All rights reserved. 85
Unit 3: SaIes Order Processing SCM605
Figure 16: Proposing Order Data from Master Data
Il is advisalIe lo sloie as nuch dala as possilIe in naslei iecoids in SAI
R/3. This viII save you line duiing oidei enliy and heIp you lo avoid
incoiiecl enliies.
You can enlei diffeienl lypes of naslei dala in R/3, such as infoinalion
on lusiness pailneis, naleiiaIs, cuslonei/naleiiaI, ilen pioposaIs, liIIs
of naleiiaI, piices, discounls and ielales, laxes, fieighl, oulpul, and lexls.
The syslen viII fiequenlIy access lhis dala duiing oidei piocessing.
When ciealing an oidei in lhe oidei oveiviev, you can use lhe
cuslonei-specific naleiiaI nunleis foi lhe oideiing paily lo add naleiiaIs
lo lhe oidei.
Figure 17: Business Partners from the Customer Master
86 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
The essenliaI lusiness pailneis foi a saIes liansaclion aie lhe soId-lo paily,
ship-lo paily, payei, and liII-lo paily. These lusiness pailneis pIay vaiious
ioIes, caIIed partncr functInns, in lhe lusiness piocess.
You can nainlain a cuslonei naslei iecoid foi each pailnei. Theie is a
suilalIe enliy scieen foi each lype of lusiness pailnei.
When you enlei a saIes docunenl, you can aIso enlei lhe ship-lo paily
inslead of lhe soId-lo paily. The syslen lhen deleinines lhe soId-lo paily
fion lhe ship-lo paily. If lheie is exaclIy one soId-lo paily foi lhe ship-lo
paily, lhe syslen can do lhis aulonalicaIIy. If lheie aie seveiaI possilIe
soId-lo pailies foi lhe ship-lo paily, lhe syslen dispIays a seIeclion scieen
vilh lhe possilIe aIleinalives. If a soId-lo paily cannol le deleinined, lhe
syslen issues an eiioi nessage in lhe slalus lai.
A nessage aIso leIIs you if you have inadveilenlIy enleied a ship-lo paily
in lhe Sc|d-|c par|q fieId. The syslen lhen conlinues lo piocess lhe dala as
if you had enleied lhe ship-lo paily in lhe coiiecl fieId.
Figure 18: Proposing Order Data from the Customer Master
The lusiness dala in a saIes docunenl is laken fion lhe naslei dala
iecoids foi lhe diffeienl lusiness pailneis.
ßecause lhe ship-lo paily can le in a diffeienl pIace lhan lhe soId-lo paily,
lhe deIiveiy addiess and lax infoinalion aie laken fion lhe ship-lo paily´s
naslei iecoid.
ßecause lhe payei is iesponsilIe foi paying youi ieceivalIes, lhe paynenl
condilions in lhe docunenl cone fion lhe payei´s naslei iecoid.
The liII-lo paily conlains lhe addiess lo vhich lhe invoice shouId le senl.
This addiess couId le diffeienl fion lhal of lhe payei.
April 2003 © 2002 SAP AG. All rights reserved. 87
Unit 3: SaIes Order Processing SCM605
Figure 19: Business Data
You can define lusiness dala (such as paynenl condilions oi Incoleins) al
lhe docunenl headei oi foi each ilen.
You can decide in Cuslonizing foi lhe ilen calegoiy vhelhei lhe lusiness
dala al ilen IeveI can diffei fion lhe lusiness dala al headei IeveI. You
define lhis oplion sepaialeIy foi each ilen calegoiy. This aIIovs you lo
cieale docunenls conlaining lolh ilens in vhich lhe lusiness dala nusl
le idenlicaI lo lhe saIes docunenl headei, and ilens lhal aIIov diffeienl
lusiness dala.
Figure 20: Proposing PIants AutomaticaIIy
88 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
The pIanl is an inlegiaI pail of Iogislics. Il assunes lhe ioIe of a deIiveiing
pIanl in SD.
When you enlei an ilen lo le deIiveied, R/3 allenpls lo deleinine a
deIiveiing pIanl aulonalicaIIy fion lhe naslei dala. If lhe seaich is
successfuI, lhe iesuIls aie copied lo lhe docunenl ilen. You can change
lhis pIanl nanuaIIy, if need le.
Duiing ils seaich, lhe syslen checks seveiaI naslei dala iecoids. Iiisl,
il checks vhelhei il can piopose a deIiveiing pIanl fion an enliy in lhe
cuslonei-naleiiaI info iecoid, lhen, if lhe cuslonei-naleiiaI info iecoid
does nol conlain a pIanl, oi if lheie aie no cuslonei-naleiiaI info iecoids,
lhe syslen checks lhe cuslonei naslei iecoid foi lhe ship-lo paily. If
lhis seaich is unsuccessfuI, lhe deIiveiing pIanl is deleinined fion lhe
naleiiaI naslei iecoid.
If lheie is nol a pIanl in lhe naleiiaI naslei iecoid, lhe syslen viII le
unalIe lo deleinine a vaIid pIanl. If lhe syslen is unalIe lo deleinine a
vaIid pIanl, il cannol deleinine any olhei docunenl dala. Ioi exanpIe,
il vouId nol le possilIe lo aulonalicaIIy deleinine lhe shipping poinl.
Iuilheinoie, no avaiIaliIily check is possilIe, and no deIiveiy can le
ciealed.
Nntc: If necessaiy, you can use a USLRLXIT lo enhance lhe
slandaid syslen.
Demonstration: Determining Business Partners from
the Customer Master
Purpose
To denonsliale lhe lusiness pailneis defined in lhe cuslonei naslei of
lhe soId-lo paily is lhe souice of lusiness pailneis foi lhe saIes oidei
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Lnlei a slandaid saIes oidei (OR) foi soId-lo paily 1000
2. Iion lhe dispIayed seIeclion Iisl, choose ship-lo paily 1010
3. Lnlei puichase oidei nunlei: PrnccssIng 2 and choose Lnlei
4. DispIay headei pailnei scieen Gc|c →Hcadcr →Par|ncrs and shov
lhe pailnei funclions
April 2003 © 2002 SAP AG. All rights reserved. 89
Unit 3: SaIes Order Processing SCM605
5. Co fion lhe oidei lo each pailnei funclion using nenu palh:
|ntircnncn| →Par|ncr →Disp|aq
Demonstration: Different Business Data at the Item
LeveI in the SaIes Order
Purpose
To denonsliale lhal lhe slandaid syslen viII peinil lusiness dala al lhe
ilen IeveI vhich diffeis fion lhe lusiness dala al lhe headei
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Lnlei a slandaid saIes oidei |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs
→ Ordcr → Crca|c
2. Lnlei docunenl lype: OR and choose Lnlei
3. Lnlei Cuslonei: 2006 and puichase oidei nunlei: PrnccssIng 3
4. Lnlei MaleiiaI: M-10 quanlily 10 and naleiiaI: M-11 quanlily 10
5. Change ilen 2O Gc|c →||cn →8i||ing Incoleins lo: FOB and Teins
of paynenl lo: ZB03 and choose Lnlei
HInt: Do nol save lhis saIes oidei as il viII le used in lhe nexl
denonslialion.
Demonstration: Proposing PIants AutomaticaIIy
Purpose
To denonsliale hov lhe slandaid syslen pioposes lhe deIiveiing pIanl
aulonalicaIIy in lhe saIes oidei
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
90 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. DispIay deIiveiy pIanl (1200)foi ilen 1O in lhe saIes oidei vilh
puichase oidei nunlei PrnccssIng 3 if il is sliII open. Olheivise,
change lhis saIes oidei Sa|cs dccuncn| →Cnangc →|n|cr
2. DispIay lhe lIank enliy foi deIiveiy pIanl foi ship-lo paily 2006
|ntircnncn| →Par|ncr →Disp|aq and choose lal page 5hIppIng
3. DispIay deIiveiy pIanl (1200) foi naleiiaI M-10. Choose Iine ilen,
|ntircnncn| →Disp|aq na|cria| and go lo lal page: SaIes: saIes oig 1
4. Change cuslonei-naleiiaI infoinalion iecoid foi soId-lo paily 2006
and naleiiaI M-10 |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →
Agrccncn|s →Cus|cncr-Ma|cria| |nfcrna|icn →Cnangc
5. Choose Iine conlaining M-10 and choose Info iecoid delaiIs
6. Lnlei IIanl: 1000 and choose Save
7. Lnlei slandaid saIes oidei (OR) foi soId-lo paily 2006 vilh puichase
oidei nunlei PrnccssIng 4 foi naleiiaI M-10 quanlily 10
8. Shov lhal deIiveiy pIanl foi naleiiaI M-10 is nov 1000 and nnt 1200
CautInn: IMIORTANT: Don´l foigel lo undo youi changes lo
lhe pIanl in lhe cuslonei-naleiiaI infoinalion iecoid!
Oflen pailicipanls ask foi aIleinalive possiliIilies foi aulonalic pIanl
deleininalion. In lhe R/3-Slandaid lheie aie possiliIilies vilh Usei-Lxils.
|MG →Sa|cs and Dis|riou|icn →Sqs|cn Mcdifica|icns →Uscr |xi|s . If
lhey use lhe Slialegic Inilialive Iioducl, AIO, lhey can use lhe condilion
lechnique foi aulonalic pIanl deleininalion.
April 2003 © 2002 SAP AG. All rights reserved. 91
Unit 3: SaIes Order Processing SCM605
92 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
73 Exercise 4: Entering SaIes Orders
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Use diffeienl looIs foi piocessing oideis
- LxpIain hov naslei dala is pioposed in saIes docunenls
Business ExampIe
When oidei cIeiks cieale saIes docunenls, lhey need lo le quick and
efficienl. In oidei lo do lhis, lhe najoiily of lhe infoinalion can le copied
fion lhe naslei dala. You vanl lo lake fuII advanlage of lhe looIs lhal aie
avaiIalIe foi oidei ciealion.
System Data
5ystcm: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
C!Icnt: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Uscr ID: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Passwnrd: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
5ct up InstructInns:
1. As assigned. |Lnlei aII insliuclions necessaiy foi lhe nainlenance of
lhis exeicise.j
Task 1
Cieale a slandaid oidei foi pioducl T-ATC##(1 pc) vilh puichase oidei
nunlei ##LO605-OR03.
1. The ship-lo paily is T-562F##.
CautInn: Do nol specify lhe saIes aiea (deIele any vaIues lhal
defauIl).
2. Which soId-lo paily is deleinined ly lhe syslen`
3. Which saIes aiea is aulonalicaIIy deleinined ly lhe syslen` Wheie
does lhe syslen find lhis infoinalion`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 93
Unit 3: SaIes Order Processing SCM605
4. Save lhe docunenl and iecoid lhe docunenl nunlei.
Task 2
Youi cuslonei, T-562A##, pIaces an oidei vilh you. They vanl lhe
deIiveiy lo lake pIace in 30 days. The puichase oidei nunlei is
##LO605-OR04.
1. Lnlei lhe fiisl ilen foi naleiiaI T-ATC##(quanlily: 5 pcs). You offei
lhe foIIoving leins of paynenl lo youi cuslonei foi lhis ilen: 14
days 3°, 3O days 2°, 45 days nel.
2. Lnlei anolhei ilen vilh naleiiaI T-ATD##(20 pcs). This ilen has
diffeienl leins of paynenl: 2O days 2°, 3O days nel. This naleiiaI
shouId aIso le deIiveied lo anolhei addiess. Change lhe ship-lo paily
of lhis ilen lo youi cuslonei T-562B##.
3. Save lhe docunenl and iecoid lhe docunenl nunlei.
4. DeIivei lhe oidei on lhe deIiveiy dale iequesled ly youi cuslonei.
Whal nessage appeais in lhe Iog`
HInt: If necessaiy, sel lhe seIeclion dale foi lhe deIiveiy lo
foui veeks fion loday.
5. Co lack lo youi saIes docunenl and viev vhich deIiveiing pIanl is
deleinined ly lhe syslen.
DeIiveiing pIanl foi ilen 1O:
DeIiveiing pIanl foi ilen 2O:
6. Which naslei iecoids does lhe syslen use lo exliacl lhis infoinalion`
Task 3
Youi pIanl, 1000, conlains slock foi naleiiaI T-ATD##. This is lhe naleiiaI
lhal shouId le deIiveied fion lhis pIanl vhen cuslonei T-562A##oideis
il.
1. Cieale a cuslonei-naleiiaI info iecoid so lhal lhis naleiiaI is aIvays
laken fion pIanl 1000 foi lhis cuslonei.
Ccn|inucd cn ncx| pagc
94 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
2. The cuslonei nanages lhis naleiiaI vilh nunlei PC-M-##
and desciiplion PC-MnnItnr ##. Lnlei lhese delaiIs in lhe
cuslonei-naleiiaI info iecoid.
3. You ieceive an oidei fion cuslonei T-562A##vilh puichase oidei
nunlei ##LO605-OR05. The oidei consisls of 12 mnnItnrs, vhich lhe
cuslonei nanages undei naleiiaI nunlei PC-M-##. The cuslonei
vanls lo ieceive lhe deIiveiy in twn wccks. Cieale lhe saIes oidei.
Can you fuIfiII lhe cuslonei´s iequesled deIiveiy dale`
Which pIanl viII le used lo suppIy lhe deIiveiy`
HInt: You can use lhe Ordcring Par|q oveiviev scieen lo enlei
ilens vilh lhe cuslonei´s naleiiaI nunleis.
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
Task 4
Youi cuslonei leIIs you lhal she vouId Iike lo add lo hei puichase oidei
nunlei ##LO605-OR05.
1. Lnlei anolhei ilen vilh 16 pcs of naleiiaI T-ATE##. The deIiveiy
dale is in lvo veek´s line. Save youi changes.
April 2003 © 2002 SAP AG. All rights reserved. 95
Unit 3: SaIes Order Processing SCM605
SoIution 4: Entering SaIes Orders
Task 1
Cieale a slandaid oidei foi pioducl T-ATC##(1 pc) vilh puichase oidei
nunlei ##LO605-OR03.
1. The ship-lo paily is T-562F##.
CautInn: Do nol specify lhe saIes aiea (deIele any vaIues lhal
defauIl).
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
Oidei lype: OR
Ship-lo paily : T-562F##
Iuichase oidei nunlei: ##LO605-OR03
2. Which soId-lo paily is deleinined ly lhe syslen`
a) SoId-lo paily: T-562E##HITcch AG
3. Which saIes aiea is aulonalicaIIy deleinined ly lhe syslen` Wheie
does lhe syslen find lhis infoinalion`
a) SaIes aiea: 1000, 10, 00
l) In lhe fiisl slep, lhe syslen deleinines lhe soId-lo paily fion
lhe ship-lo paily. The saIes aiea is lhen deleinined fion lhe
soId-lo paily´s naslei iecoid.
4. Save lhe docunenl and iecoid lhe docunenl nunlei.
a) SeIecl Satc.
The syslen viII geneiale a docunenl nunlei.
Task 2
Youi cuslonei, T-562A##, pIaces an oidei vilh you. They vanl lhe
deIiveiy lo lake pIace in 30 days. The puichase oidei nunlei is
##LO605-OR04.
Ccn|inucd cn ncx| pagc
96 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
1. Lnlei lhe fiisl ilen foi naleiiaI T-ATC##(quanlily: 5 pcs). You offei
lhe foIIoving leins of paynenl lo youi cuslonei foi lhis ilen: 14
days 3°, 3O days 2°, 45 days nel.
a) Lnlei lhe ilen.
Oidei lype: OR
SoId-lo paily: T-S62A##
Iuichase oidei nunlei: ##LO605-OR04
MaleiiaI: T-ATC## (5 pcs)
Teins of paynenl: ZB01
2. Lnlei anolhei ilen vilh naleiiaI T-ATD##(20 pcs). This ilen has
diffeienl leins of paynenl: 2O days 2°, 3O days nel. This naleiiaI
shouId aIso le deIiveied lo anolhei addiess. Change lhe ship-lo paily
of lhis ilen lo youi cuslonei T-562B##.
a) Lnlei anolhei ilen.
MaleiiaI: T-ATD## (20 pcs)
Teins of paynenl: ZB03
Ship-lo paily: T-S62B##
HInt: SeIecl ilen. SeIecl ||cn dc|ai|s . SeIecl lhe Par|ncr
lal lo change lhe ship-lo paily. SeIecl lhe 8i||ing lal lo
change lhe leins of paynenl.
3. Save lhe docunenl and iecoid lhe docunenl nunlei.
a) SeIecl Satc.
The syslen viII geneiale a docunenl nunlei.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 97
Unit 3: SaIes Order Processing SCM605
4. DeIivei lhe oidei on lhe deIiveiy dale iequesled ly youi cuslonei.
Whal nessage appeais in lhe Iog`
HInt: If necessaiy, sel lhe seIeclion dale foi lhe deIiveiy lo
foui veeks fion loday.
a) DeIivei lhe oidei on lhe deIiveiy dale iequesled ly youi
cuslonei.
|cgis|ics →Sa|cs and Dis|riou|icn →Snipping and |ranspcr|a|icn →
Ou|ocund Dc|itcrq →Crca|c →Sing|c dccuncn| →li|n rcfcrcncc
|c sa|cs crdcr.
Shipping poinl: 1200
SeIeclion dale: Four weeks from today
l) Choose |di| →|rrcr |cg.
Item 000020: delivery split because of varying
routes.
Nntc: The lvo oidei ilens aie lo le deIiveied lo diffeienl
ship-lo pailies, vhich neans each nusl le on a sepaiale
deIiveiy.
5. Co lack lo youi saIes docunenl and viev vhich deIiveiing pIanl is
deleinined ly lhe syslen.
DeIiveiing pIanl foi ilen 1O:
DeIiveiing pIanl foi ilen 2O:
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) You can viev lhe pIanl on lhe Snipping lal.
c)
DeIiveiing pIanl foi ilen 1O: 12OO
DeIiveiing pIanl foi ilen 2O: 12OO
6. Which naslei iecoids does lhe syslen use lo exliacl lhis infoinalion`
Answcr: You can veiify lhis ly checking lo see if a cuslonei-naleiiaI
info iecoid exisls in lhe ship-lo cuslonei naslei iecoid. If eilhei
iecoid conlains lhe pIanl, lhen lhe syslen viII slop seaiching.
The syslenuses lhe naleiiaI naslei iecoids lo exliacl lhe infoinalion.
Ccn|inucd cn ncx| pagc
98 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
Task 3
Youi pIanl, 1000, conlains slock foi naleiiaI T-ATD##. This is lhe naleiiaI
lhal shouId le deIiveied fion lhis pIanl vhen cuslonei T-562A##oideis
il.
1. Cieale a cuslonei-naleiiaI info iecoid so lhal lhis naleiiaI is aIvays
laken fion pIanl 1000 foi lhis cuslonei.
a) |cgis|ics → Sa|cs and dis|riou|icn → Mas|cr da|a → Rcoa|c
Arrangcncn|s →Cus|cncr-Ma|cria| |nfcrna|icn →Crca|c.
Cuslonei: T-S62A##
SaIes oiganizalion: 1000
Disliilulion channeI: 10
MaleiiaI: T-ATD##
HInt: Do nol save lhe iecoid unliI aflei conpIeling lhe
nexl exeicise slep.
2. The cuslonei nanages lhis naleiiaI vilh nunlei PC-M-##
and desciiplion PC-MnnItnr ##. Lnlei lhese delaiIs in lhe
cuslonei-naleiiaI info iecoid.
a) ConpIele lhe cuslonei nunlei, cuslonei nane foi lhe naleiiaI,
and lhe deIiveiing pIanl.
SeIecl infc rcccrd dc|ai|s.
Cuslonei naleiiaI: PC-M-##
Cuslonei desciiplion: PC Monitor ##
DeIiveiing pIanl: 1000
l) Save lhe cuslonei-naleiiaI info iecoid.
3. You ieceive an oidei fion cuslonei T-562A##vilh puichase oidei
nunlei ##LO605-OR05. The oidei consisls of 12 mnnItnrs, vhich lhe
cuslonei nanages undei naleiiaI nunlei PC-M-##. The cuslonei
vanls lo ieceive lhe deIiveiy in twn wccks. Cieale lhe saIes oidei.
Can you fuIfiII lhe cuslonei´s iequesled deIiveiy dale`
Which pIanl viII le used lo suppIy lhe deIiveiy`
HInt: You can use lhe Ordcring Par|q oveiviev scieen lo enlei
ilens vilh lhe cuslonei´s naleiiaI nunleis.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 99
Unit 3: SaIes Order Processing SCM605
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
a)
SoId-lo paily: T-S62A##
Iuichase oidei nunlei: ##LO605-OR05
Requesled deIiveiy dale: Two weeks from today
Cuslonei naleiiaI: PC-M-## (12 pcs)
The iequesled deIiveiy dale can le nel. DeIiveiy viII lake pIace
fion pIanl 1OOO, as agieed.
l) SeIecl Satc.
The syslen viII geneiale a docunenl nunlei.
Task 4
Youi cuslonei leIIs you lhal she vouId Iike lo add lo hei puichase oidei
nunlei ##LO605-OR05.
1. Lnlei anolhei ilen vilh 16 pcs of naleiiaI T-ATE##. The deIiveiy
dale is in lvo veek´s line. Save youi changes.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
MaleiiaI: T-ATE## (16 pcs)
DeIiveiy dale: Two weeks from today
100 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Entering SaIes Orders
Lesson Summary
You shouId nov le alIe lo:
- Deleinine lhe oiigin of docunenl dala fion vaiious souices, such as
lhe naleiiaI naslei, lhe cuslonei naslei, oi Cuslonizing
April 2003 © 2002 SAP AG. All rights reserved. 101
Unit 3: SaIes Order Processing SCM605
Lesson:
82
Processing SaIes Orders
Lesson Duialion: 45 ninules
Lesson Overview
This Iesson coveis a nunlei of nev oi enhanced funclions avaiIalIe foi
enleiing and piocessing saIes oideis.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Iind and use lhe looIs and heIp foi enleiing and piocessing saIes
oideis
LxpIain hov lhe saIes sunnaiy suppoils saIes oidei piocessing vilh
infoinalion
Iasl change funclions enalIe lhe usei lo change noie lhan one ilen al
once duiing saIes oidei piocessing. This appIies lo lhe ieason foi iejeclion,
deIiveiy lIock, liIIing lIock, deIiveiy dale, deIiveiy piioiily and deIiveiy
pIanl.
Business ExampIe
You nov vanl lo fuilhei oplinize lhe enliy and piocessing of saIes oideis,
and you vanl lo lake fuII advanlage of lhe aids and looIs lhal aie avaiIalIe
foi ciealing docunenls.
102 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
SaIes Summary
Figure 21: SaIes Summary
The saIes sunnaiy heIps lo cieale docunenls ly dispIaying a vaiiely of
ieIevanl infoinalion aloul lhe cuslonei. This infoinalion is avaiIalIe al
any line duiing docunenl piocessing.
The infoinalion in lhe saIes sunnaiy is giouped inlo info lIocks on
vaiious lopics. You can configuie lhe info lIock vievs and lheii sequence
in Cuslonizing.
Demonstration: SaIes Summary in the SaIes Order
Purpose
To denonsliale saIes sunnaiy funclionaIily in lhe saIes oidei
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Shovlhe saIes sunnaiy foi lhe cuslonei in lhe Iasl oidei you ciealed
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Disp|aq
2. Choose SaIes Sunnaiy
April 2003 © 2002 SAP AG. All rights reserved. 103
Unit 3: SaIes Order Processing SCM605
and scioII lhiough lhe sunnaiy poinling oul lhe diffeienl
infoinalion lIocks
Sludenls nay le inleiesled in hov lhe SaIes Sunnaiy is cuslonized.
LO6O4 coveis lhis lopic, lul lhe couise is nol offeied veiy oflen, so you
nay vanl lo oplionaIIy denonsliale hov lo cieale a saIes sunnaiy viev.
Demonstration: Creating a SaIes Summary View
(OptionaI)
Purpose
To denonsliale hov lo cuslonize saIes sunnaiy vievs
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Define a iepoiling viev foi lhe saIes sunnaiy |MG →Sa|cs and
Dis|riou|icn → Sa|cs Suppcr| (CAS) → Sa|cs Sunnarq → Dcfinc
Rcpcr|ing Vicus
2. Choose Nev enliies
3. Lnlei Info viev: Z99 Desciiplion: Tradc FaIr VIcw Ioin:
5D-5ALE5-5UMMARY
4. Assign infoinalion lIocks lo lhe nev viev
|MG →Sa|cs and Dis|riou|icn →Sa|cs Suppcr| (CAS) →Sa|cs Sunnarq
→Assign |nfcrna|icn 8|cc|s Tc A Vicu
5. Choose lullon Nev enliies
6. Lnlei lhe foIIoving infoinalion:
Infn VIcw 5cqucncc Infn B!nck Namc
Z99 OO1 O21 Quick Info
Z99 OO2 OO1 Addiess
Z99 OO3 OO5 SaIes Oidei
Info
104 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
Infn VIcw 5cqucncc Infn B!nck Namc
Z99 OO4 OO6 Cuslonei
Iiicing
Z99 OO5 O12 Iailnei
7. DispIay lhe oidei used in lhe Iasl denonslialion and choose lullon
SaIes sunnaiy
8. Choose lullon Viev
9. SeIecl nev ciealed viev Z99
Changing SaIes Documents
Figure 22: Changing SaIes Documents
Diffeienl oplions aie avaiIalIe foi changing docunenl dala.
Fast changc In dncumcnt: The fast changc funclion aIIovs you lo change
seveiaI - oi aII - ilens in a docunenl al lhe sane line (foi exanpIe,
changing lhe deIiveiing pIanl oi deIiveiy dale, oi sellings lIocks)
ChangIng scvcra! dncumcnts: You can use lhe docunenl Iisl lo change
lhe pIanl, cuiiency, naleiiaIs, and piicing in seveiaI docunenls al lhe
sane line. The nev nass change looI foi docunenls (in R/3 4.6) suppoils
conpiehensive changes lo lhe seIecled saIes docunenls.
B!nckIng dncumcnts: You can lIock specific docunenls foi sulsequenl
piocess sleps, Iike shipping and liIIing.
April 2003 © 2002 SAP AG. All rights reserved. 105
Unit 3: SaIes Order Processing SCM605
RcjcctIng dncumcnts: You can iejecl ilens in saIes docunenls. This lIocks
lhen fion leing copied lo sulsequenl docunenls.
Wilh lhe fasl change funclion, you can caiiy oul ceilain changes foi
seveiaI oi aII ilens al lhe sane line. Using lhis funclion, you can change
lhe foIIoving dala: Reason foi iejeclion, DeIiveiy lIock, ßiIIing lIock,
DeIiveiy dale, DeIiveiy piioiily, and IIanl. To nake a fasl change: SeIecl
lhe ilens lhal you vanl lo change on one of lhe oveiviev scieens foi lhe
saIes docunenl lo le changed. Choose |di| →|as| cnangc cf .... and lhe
ieIevanl piocess (foi exanpIe, Reason foi iejeclion). Lnlei lhe nev vaIue
foi lhe dala you vanl lo change. Choose Copy. The syslen copies lhe dala
vhich you change inlo aII lhe seIecled ilens. Save youi docunenl. You
can aIso sel lhe deIiveiy and liIIing lIock in lhe saIes docunenl headei ly
going lo lhe headei scieen and choosing lhe ßiIIing oi Shipping lal pages
foi lhe liIIing oi deIiveiy lIocks iespecliveIy. When you sel a lIock in lhe
headei, lhe lIock lhen appIies lo lhe enliie docunenl.
Figure 23: BIocks
In saIes oideis, you can lIock lhe liansaclions foi shipping oi foi liIIing.
You can sel a liIIing lIock in lhe docunenl headei, and aIso in lhe
individuaI ilens. You can cuslonize lhe deIiveiy lIock lo configuie lhe
delaiIed effecls of lhal lIock in shipping piocessing. Ioi exanpIe, you can
geneiaIIy pievenl lhe ciealion of a deIiveiy, oi aIIov piocessing of lhe
deIiveiy and picking lul lIock lhe goods issue, and so on (see Appendix).
You can enlei ieasons foi iejeclion foi one oi noie ilens. In copy conlioI,
you can slop lhis ilen fion leing copied inlo sulsequenl docunenls.
106 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
The fasl change funclion enalIes you lo sinuIlaneousIy lIock aII lhe ilens
lhal you have seIecled in lhe docunenl.
Figure 24: Rejections
You can enlei a ieason foi iejeclion foi one oi seveiaI ilens. You can cieale
a suilalIe copying iequiienenl in copying conlioI lo pievenl lhese ilens
fion leing copied inlo sulsequenl docunenls.
Ioi exanpIe, if a cuslonei does nol vanl sone of lhe ilens in a quolalion,
you can assign a ieason foi iejeclion lo lhose ilens. This gives lhe ilens
lhe slalus of cnmp!ctcd. The lusiness liansaclion can lhus le concIuded
vilhoul deIeling lhe ilen.
Reasons foi iejeclion aIso aIIov you lo find oul vhal youi cusloneis lhink
of youi pioducls duiing a ceilain line peiiod. The naikeling depailnenl
can use lhese iesuIls as an inpoilanl pIanning looI foi lheii slialegies in
lhe nexl saIes peiiod.
The fasl change funclion aIIovs you lo iejecl seveiaI oi aII ilens of a
docunenl al lhe sane line. A speciaI lullon is aIso avaiIalIe foi iejecling
aII of lhe ilens in a docunenl.
April 2003 © 2002 SAP AG. All rights reserved. 107
Unit 3: SaIes Order Processing SCM605
Figure 25: Change SoId-to Party in SaIes Document
Al lines, il can le leneficiaI lo slail enleiing individuaI ilens lefoie you
enlei lhe soId-lo paily, especiaIIy vhen phone saIes aie invoIved.
A soId-lo paily is aIvays iequiied lo cieale a saIes docunenl, lheiefoie,
a defauIl soId-lo paily nay le sel. You can cieale a defauIl soId-lo paily
ly selling lhe indicaloi on lhe soId-lo paily in lhe cuslonei naslei, oi ly
foIIoving |x|ras →Acccun| grcup infc →Cus|cncr |qpcs, and seIecling
Dcfau|| SP.
The inconpIelion Iog ensuies lhal lhe peison iesponsilIe iepIaces lhe
defauIl cuslonei vaIue vilh lhe acluaI soId-lo paily.
When lhe soId-lo paily is changed, lhe changed vaIue iuns lhiough
lhe sane checks as lhe iniliaI enliy. As a iesuIl, a vaiiely of dala is
iedeleinined, such as lexls, piices, and deIiveiing pIanl.
You can aIso change lhe ship-lo paily Ialei on lhe oveiviev scieen,
hovevei, lhe syslen viII nol iedeleinine lhe soId-lo paily in lhis case.
Demonstration: Fast Change Functions in SaIes Order
Processing
Purpose
To denonsliale sone fasl change funclions foi saIes oideis
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
108 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale a quolalion |cgis|ics → Sa|cs and Dis|riou|icn → Sa|cs →
Quc|a|icn →Crca|c
2. Lnlei docunenl lype: QT
3. Choose Lnlei
4. Lnlei Cuslonei: 2006 vaIidily 1 mnnth MaleiiaIs M-10, 10 unIts and
M-11, 10 unIts
5. Cieale sulsequenl saIes oidei fion vilhin lhe quolalion using nenu
palh Sa|cs dccuncn| →Crca|c suoscqucn| crdcr
6. Lnlei docunenl lype: OR
7. Choose Lnlei
8. In Cieale vilh Refeience diaIog lox, choose SeIeclion Iisl
9. Choose nn!y ilen 1O and choose Copy
1O. Lnlei a puichase oidei nunlei and choose Save
11. CaII up docunenl fIov of quolalion lo shov oveiaII piocessing slalus
of quolalion: BcIng prnccsscd
12.
Nntc: TeIephone inquiiy ieveaIs lhal cuslonei no Iongei
iequiies ilen 2O
Change quolalion lo iejecl ilen 2O |cgis|ics →Sa|cs and Dis|riou|icn →
Sa|cs →Quc|a|icn →Cnangc
13. Co lo oveiviev lal page Reason foi iejeclion and choose ieason foi
iejeclion CnmpctItnr bcttcr foi ilen 2O
14. Choose Save
15. DispIay quolalion docunenl fIov |ntircnncn| →Disp|aq dccuncn|
f|cu
16. Shov oveiaII piocessing slalus of quolalion is Cnmp!ctcd
17. Change saIes oidei ciealed fion quolalion |cgis|ics →Sa|cs and
Dis|riou|icn →Sa|cs →Ordcr →Cnangc
18. Choose ilen 1O and use nenu palh Gc|c →||cn →Ccndi|icns
19. Choose lullon Updale piices lo shov piicing lypes
April 2003 © 2002 SAP AG. All rights reserved. 109
Unit 3: SaIes Order Processing SCM605
Demonstration: Change SoId-to Party in SaIes
Document
Purpose
To denonsliale lhe nev funclionaIily of changing lhe soId-lo paily in a
saIes docunenl
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale and save a saIes oidei vilh soId-lo paily 2006, puichase oidei
PrnccssIng 6 foi naleiiaI M-10, 10 unIts
2. Change lhe saIes oidei
3. RepIace soId-lo paily vilh cuslonei 1000
4. In lhe Iailnei seIeclion diaIog lox, choose ship-lo 1000
5. When pionpled, iedeleinine aII vaIues. LxpIain lhe neaning of lhe
vaiious nessages.
In lhe leIesaIes lusiness, a cuslonei nay choose nol lo piovide lheii
cuslonei nunlei innedialeIy. Since il is iequiied, a 'defauIl soId-lo´
nay le sel up in lhe cuslonei naslei, and aulonalicaIIy copied inlo lhe
oidei - and lhen iepIaced vilh lhe cusloneis nunlei vhen piovided. To
denonsliale lhe funclionaIily of lhe defauIl soId-lo, lhe foIIoving oplionaI
denonslialion is piovided.
Demonstration: Use of DefauIt SoId-to Party in SaIes
Order Processing
Purpose
To denonsliale lhe use of lhe defauIl soId-lo paily in saIes oidei piocessing
System Data
5ystcm: As assigned.
110 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale a nev soId-lo paily |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr
Da|a →8usincss par|ncrs →Cus|cncr →Crca|c →Ccnp|c|c
HInt: Copy lhe soId-lo paily 2006 using accounl gioup 0001
2. Iiioi lo saving nev soId-lo paily, assign lhe defauIl soId-lo selling
|x|ras →Acccun| grcup infc →Cus|cncr |qpcs
3. Choose DefauIl SI
4. Choose Lnlei and lhen choose Save
5. Assign nev cuslonei nunlei as youi defauIl Sqs|cn →Uscr prcfi|c
→ Oun da|a
6. Choose lal page Iaianeleis
7. Lnlei IID: VAU and VaIue: ncw custnmcr numbcr
8. Choose Save
9. Cieale a nev saIes oidei, docunenl lype OR
1O. Ioinl oul lhal lhe defauIl ship-lo defauIls inlo lhe SoId-lo fieId
11. Lnlei any puichase oidei nunlei and MaleiiaI: M-10, 1 unIt
12. Choose Save
13. Ioinl oul lhe inconpIelion Iog
14. OptInna! Change lhe cuslonei nunlei lo 2006 and choose Save lo
denonsliale lhal lhe inconpIelion Iog does nol appeai, since lhe
defauIl soId-lo is no Iongei in lhe oidei.
Olhei oplionaI denonslialions sludenls nay iequesl: DeIiveiy ßIock
(The syslen does nol Iel you cieale a deIiveiy foi a saIes oidei lhal is
lIocked foi shipping. You ieceive an eiioi nessage leIIing you lhal lhe
oidei is lIocked foi deIiveiy) and ßiIIing ßIock (The syslen does nol
aIIov you lo cieale a liIIing docunenl foi a deIiveiy lhal is lIocked foi
liIIing in lhe undeiIying saIes oidei. When you liy lo cieale individuaI
liIIing docunenls, lhe syslen enleis a nessage in lhe ieIevanl Iog. In
lhe case of coIIeclive piocessing of liIIing docunenls, lhe deIiveiy is nol
incIuded in lhe liIIing due Iisl). If asked, lhe nenu palhs lo cuslonize
lhese fealuies aie: DeIiveiy ßIock|MG →|cgis|ics |xccu|icn →Snipping →
April 2003 © 2002 SAP AG. All rights reserved. 111
Unit 3: SaIes Order Processing SCM605
Dc|itcrics →Dcfinc Rcascns fcr 8|cc|ing in Snipping →Dc|itcrics. 8|cc|ing
Rcascns/Cri|criaßiIIing ßIock:|MG →Sa|cs and Dis|riou|icn →8i||ing →
8i||ing Dccuncn|s →Dcfinc 8|cc|ing Rcascns |n 8i||ing
112 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
87 Exercise 5: Entering SaIes Orders
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Use diffeienl looIs foi piocessing oideis
Business ExampIe
The oidei cIeik onIy has lo enlei a fev ilens vhen ciealing saIes
docunenls. The najoiily of lhe infoinalion is copied fionlhe naslei dala.
System Data
5ystcm: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
C!Icnt: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Uscr ID: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Passwnrd: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
5ct up InstructInns:
1. As assigned. |Lnlei aII insliuclions necessaiy foi lhe nainlenance of
lhis exeicise.j
Task
Youi cuslonei can gel lhe fiisl oidei ilen of docunenl ##LO605-OR05 foi
a lellei piice sonevheie eIse, so lhey iejecl lhis ilen.
1. CanceI lhis ilen ly enleiing lhe ieIevanl ieason foi iejeclion (save lhe
oidei lefoie going onlo lhe nexl slep).
2. Cieale a deIiveiy foi lhis oidei vilh shipping poinl 1200. The deIiveiy
dale is foui veeks fion loday.
Deciease lhe quanlily of lhe ilen in lhe deIiveiy ly haIf and save
lhe deIiveiy docunenl.
Check lhe slalus of lhe oidei.
TolaI piocessing:
Headei - DeIiveiy slalus:
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 113
Unit 3: SaIes Order Processing SCM605
Ilen 1O
TolaI piocessing:
Ilen - DeIiveiy slalus:
Ilen 2O
TolaI piocessing:
Ilen - DeIiveiy slalus:
3. Cieale anolhei deIiveiy foi lhe oidei and deIivei lhe ienaining
quanlily.
Check lhe slalus again.
TolaI piocessing:
Headei - DeIiveiy slalus:
Ilen 1O
TolaI piocessing:
Ilen - DeIiveiy slalus:
Ilen 2O
TolaI piocessing:
Ilen - DeIiveiy slalus:
4. DispIay lhe oidei and iejeclion slalus foi lhe oidei.
TolaI piocessing: ConpIeled
Headei - Rejeclion slalus:
Ilen 1O
Ilen - Rejeclion slalus:
Ilen 2O
Ilen - Rejeclion slalus:
114 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
SoIution 5: Entering SaIes Orders
Task
Youi cuslonei can gel lhe fiisl oidei ilen of docunenl ##LO605-OR05 foi
a lellei piice sonevheie eIse, so lhey iejecl lhis ilen.
1. CanceI lhis ilen ly enleiing lhe ieIevanl ieason foi iejeclion (save lhe
oidei lefoie going onlo lhe nexl slep).
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) Reason foi iejeclion: 03 too expensive
2. Cieale a deIiveiy foi lhis oidei vilh shipping poinl 1200. The deIiveiy
dale is foui veeks fion loday.
Deciease lhe quanlily of lhe ilen in lhe deIiveiy ly haIf and save
lhe deIiveiy docunenl.
Check lhe slalus of lhe oidei.
TolaI piocessing:
Headei - DeIiveiy slalus:
Ilen 1O
TolaI piocessing:
Ilen - DeIiveiy slalus:
Ilen 2O
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 115
Unit 3: SaIes Order Processing SCM605
TolaI piocessing:
Ilen - DeIiveiy slalus:
a) Cieale lhe deIiveiy: |cgis|ics →Sa|cs and Dis|riou|icn →Snipping
and |ranspcr|a|icn → Ou|ocund Dc|itcrq → Crca|c → Sing|c
dccuncn| →li|n rcfcrcncc |c sa|cs crdcr.
Shipping poinl: 1200
SeIeclion dale: Four weeks from today
DeIiveiy quanlily of ilen 2O (ilen 1O in deIiveiy): 8 pcs
l) Save lhe deIiveiy and iecoid lhe deIiveiy nunlei.
c) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Disp|aq.
d) Choose S|a|us ctcrticu and lhen |xpand a||.
e)
TolaI piocessing: ßeing piocessed
Headei - DeIiveiy slalus: IailiaIIy deIiveied
Ilen 1O
TolaI piocessing: ConpIeled
Ilen - DeIiveiy slalus: Nol deIiveied
Ilen 2O
TolaI piocessing: ßeing piocessed
Ilen - DeIiveiy slalus: IailiaIIy deIiveied
3. Cieale anolhei deIiveiy foi lhe oidei and deIivei lhe ienaining
quanlily.
Check lhe slalus again.
TolaI piocessing:
Headei - DeIiveiy slalus:
Ilen 1O
TolaI piocessing:
Ilen - DeIiveiy slalus:
Ilen 2O
Ccn|inucd cn ncx| pagc
116 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
TolaI piocessing:
Ilen - DeIiveiy slalus:
a) DeIivei lhe open oidei quanlily: |cgis|ics →Sa|cs and Dis|riou|icn
→Snipping and |ranspcr|a|icn →Ou|ocund Dc|itcrq →Crca|c →
Sing|c dccuncn| →li|n rcfcrcncc |c sa|cs crdcr
Shipping Ioinl: 1200.
SeIeclion Dale: Fnur wccks frnm tnday.
l) Save lhe deIiveiy and iecoid lhe deIiveiy nunlei.
c) Check lhe slalus again: |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs
→Ordcr →Disp|aq.
d) Choose S|a|us ctcrticu and lhen |xpand a||.
e)
TolaI piocessing:
Headei - DeIiveiy slalus:
Ilen 1O
TolaI piocessing:
Ilen - DeIiveiy slalus:
Ilen 2O
TolaI piocessing:
Ilen - DeIiveiy slalus:
4. DispIay lhe oidei and iejeclion slalus foi lhe oidei.
TolaI piocessing: ConpIeled
Headei - Rejeclion slalus:
Ilen 1O
Ilen - Rejeclion slalus:
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 117
Unit 3: SaIes Order Processing SCM605
Ilen 2O
Ilen - Rejeclion slalus:
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Disp|aq.
l) Choose S|a|us ctcrticu and lhen |xpand a||.
c)
TolaI piocessing: ConpIeled
Headei - Rejeclion slalus: IailiaIIy iejecled
Ilen 1O
Ilen - Rejeclion slalus: IuIIy iejecled
Ilen 2O
Ilen - Rejeclion slalus: Nolhing iejecled
118 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Processing SaIes Orders
Lesson Summary
You shouId nov le alIe lo:
- Iind and use lhe looIs and heIp foi enleiing and piocessing saIes
oideis
April 2003 © 2002 SAP AG. All rights reserved. 119
Unit Summary SCM605
Unit Summary
You shouId nov le alIe lo:
- Deleinine lhe oiigin of docunenl dala fion vaiious souices, such as
lhe naleiiaI naslei, lhe cuslonei naslei, oi Cuslonizing
- Iind and use lhe looIs and heIp foi enleiing and piocessing saIes
oideis
ReIated Information
Ioi noie infoinalion iegaiding enleiing and piocessing saIes oideis,
ieviev lhe SAI heIp fiIes al hllp://heIp.sap.con.
120 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
95
Test Your KnowIedge
1. IossilIe souices of infoinalion foi saIes
docunenls aie: naslei dala naslei dala,
exisling docunenl dala exisling docunenl dala,
Cuslonizing Cuslonizing, and
haid-coded conlioIs haid-coded conlioIs.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
2. The saIes aiea is nov deiived fion lhe cuslonei naslei.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
3. Which of lhe foIIoving slalenenls aie liue iegaiding dala defauIling
inlo a saIes oidei fion lhe cuslonei naslei`
Cnccsc |nc ccrrcc| ansucr(s).
A Oideis can le ciealed ly enleiing lhe ship-lo paily.
ß ßusiness dala in a saIes docunenl is laken fion lhe naslei
dala iecoids foi lhe diffeienl lusiness pailneis.
C In lhe slandaid syslen, lusiness dala al lhe Iine-ilen IeveI
can diffei fion lusiness dala in lhe headei.
D The deIiveiing pIanl foi each ilen nusl aIvays le enleied
ly lhe usei.
L The decision lo have lusiness dala diffei al ilen IeveI and
headei is sel in lhe ilen calegoiy.
4. Which of lhe foIIoving aie liue iegaiding lhe saIes sunnaiy`
Cnccsc |nc ccrrcc| ansucr(s).
A Theie is onIy one saIes sunnaiy viev avaiIalIe in lhe
saIes oidei.
ß The saIes sunnaiy is acluaIIy a viev of infoinalion laken
fion seveiaI souices, such as lhe cuslonei naslei and
slalislicaI dala.
C The sequence of lhe infoinalion lIocks can le changed.
D The saIes sunnaiy is lased on lhe naleiiaI enleied in lhe
saIes oidei.
April 2003 © 2002 SAP AG. All rights reserved. 121
Test Your KnowIedge SCM605
5. Which of lhe foIIoving aie faIse iegaiding lhe change of saIes
docunenls`
Cnccsc |nc ccrrcc| ansucr(s).
A Theie is a fasl change nenu oplion in a singIe saIes
docunenl.
ß Iasl change can affecl deIiveiy pIanls, deIiveiy lIocks,
ieason foi iejeclion, and deIiveiy dales.
C OnIy one Iine ilen al a line can le changed using lhe fasl
change oplion.
D Il is possilIe lo change seveiaI saIes docunenls al lhe sane
line.
6. Changing lhe soId-lo paily in a saIes docunenl is aIvays aIIoved.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
122 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
97
Answers
1. IossilIe souices of infoinalion foi saIes docunenls aie: naslei dala,
exisling docunenl dala, Cuslonizing, and haid-coded conlioIs.
Answcr: naslei dala, exisling docunenl dala, Cuslonizing,
haid-coded conlioIs
Duiing dala inpul foi saIes, lhe syslen suppoils you ly anaIyzing
vaiious souices of infoinalion lo nake ciealing docunenls easiei ly
using defauIl vaIues oi fixed iefeience dala.
2. The saIes aiea is nov deiived fion lhe cuslonei naslei.
Answcr: Tiue
The syslen nov aulonalicaIIy deiives lhe saIes aiea fion lhe
cuslonei naslei.
3. Which of lhe foIIoving slalenenls aie liue iegaiding dala defauIling
inlo a saIes oidei fion lhe cuslonei naslei`
Answcr: A, ß, C, L
IIanls aie pioposed aulonalicaIIy fion lhis oidei of naslei iecoids:
(1) cuslonei-naleiiaI infoinalion, (2) cuslonei naslei, and (3)
naleiiaI naslei. Usei enliy is onIy necessaiy vhen lheie is no pIanl
enliy in lhe pieceding Iisled naslei iecoids.
4. Which of lhe foIIoving aie liue iegaiding lhe saIes sunnaiy`
Answcr: ß, C
The saIes sunnaiy is lased on lhe cuslonei enleied in lhe saIes
oidei. Theie is one defauIl saIes sunnaiy, lul lhe usei can choose
anong seveiaI, and noie can le luiIl in Cuslonizing.
5. Which of lhe foIIoving aie faIse iegaiding lhe change of saIes
docunenls`
Answcr: C
The fasl change oplion in lhe saIes docunenl aIIovs you lo change
one, seveiaI, oi aII ilens in lhe docunenl al lhe sane line.
April 2003 © 2002 SAP AG. All rights reserved. 123
Test Your KnowIedge SCM605
6. Changing lhe soId-lo paily in a saIes docunenl is aIvays aIIoved.
Answcr: IaIse
Changing lhe soId-lo paily in a saIes docunenl is nol aIIoved
vhen lheie aie slalus-ieIevanl pieceding docunenls oi sulsequenl
docunenls.
124 © 2002 SAP AG. All rights reserved. April 2003
Unit 4
99 ControIIing SaIes Documents with
SaIes Document Types
Nov lhal lhe pailicipanls knov hov lo enlei saIes docunenls, lhis
unil discusses hov lhose docunenls aie conlioIIed in cuslonizing.
Cuslonizing foi saIes docunenls can le done al lhe headei, ilen oi
scheduIe Iine IeveI, coiiesponding lo lhe sliucluie of lhe docunenl.
ConlioIIing individuaI docunenls is suppIenenled ly copying conlioI
vhich goveins vhich dala nay le copied lo a sulsequenl docunenl.
These lopics aie discussed in lhis and lhe foIIoving lhiee unils.
Unit Overview
This unil discusses lhe inpoilance of lhe saIes docunenl lype, incIuding
vhich eIenenls conlioI lhe docunenl lype and cuslonizing sellings. In
addilion, seveiaI saIes docunenl lypes viII le piesenled, vhich can le
used foi diffeienl lusiness piocesses.
We viII aIso discuss hov saIes docunenl lypes can le iesliicled lo ceilain
saIes aieas.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Idenlify lhe eIenenls lhal conlioI lhe saIes docunenl
- Cive exanpIes of diffeienl saIes docunenl lypes used foi diffeienl
lusiness piocesses
- LxpIain lhe funclion of lhe saIes docunenl lype
- Cieale Cuslonizing sellings foi lhe saIes docunenl lype
- Resliicl lhe vaIidily of saIes docunenl lypes lo saIes aieas
Unit Contents
Lesson: Functions and Customizing of the Sales Document type . . . . . . .127
April 2003 © 2002 SAP AG. All rights reserved. 125
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
Demonstration: Demonstrate the three parts of a sales order . . . . . . .131
Demonstration: Ìmportant Fields in the Sales Document Type. . . . . . .134
Demonstration: Create a New Sales Document Type . . . . . . . . . . . . . . . . .137
Procedure: Create a New Sales Document Type . . . . . . . . . . . . . . . . . . . . . .139
Demonstration: Assign New Sales Document Type to Sales Areas .139
Procedure: Assign Sales Document Types to Sales Areas. . . . . . . . . . .140
Demonstration: Test New Sales Document Type. . . . . . . . . . . . . . . . . . . . . . .140
Exercise 6: Functions and Customizing of the Sales Document
Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143
Exercise 7: Compare Sales Document Types Standard Order and
Rush Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149
126 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
Lesson:
100
Functions and Customizing of the SaIes
Document type
Lesson Duialion: 1O5 ninules
Lesson Overview
This Iesson discusses lhe inpoilance of lhe saIes docunenl lype, incIuding
vhich eIenenls conlioI lhe docunenl lype and cuslonizing sellings. In
addilion, seveiaI saIes docunenl lypes viII le piesenled, vhich can le
used foi diffeienl lusiness piocesses.
We viII aIso discuss hov saIes docunenl lypes can le iesliicled lo ceilain
saIes aieas.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Idenlify lhe eIenenls lhal conlioI lhe saIes docunenl
- Cive exanpIes of diffeienl saIes docunenl lypes used foi diffeienl
lusiness piocesses
- LxpIain lhe funclion of lhe saIes docunenl lype
- Cieale Cuslonizing sellings foi lhe saIes docunenl lype
- Resliicl lhe vaIidily of saIes docunenl lypes lo saIes aieas
Lnphasize lhal you can use conlioI eIenenls, configuied in Cuslonizing
foi SaIes and Disliilulion, lo define each saIes docunenl lype in such a
vay lhal il is piovided vilh ils ovn iange of funclions. The docunenl
lypes can le laiIoied lo neel lhe iequiienenls of youi conpany. You can
nodify lhe exisling docunenl lypes oi you can cieale youi ovn if lhose
specified in lhe slandaid veision of lhe SAI R/3 Syslen do nol neel lhe
needs of youi saIes oiganizalion.
Business ExampIe
Youi conpany, IDLS Inc., has leen using lhe SAI R/3 SD noduIe
successfuIIy foi yeais.
Conpany nanagenenl has decided lo expand lhe conpany´s saIes
aclivilies. In lhe fuluie, oideis pIaced ly cusloneis al liade faiis shouId le
conlioIIed and evaIualed sepaialeIy fion aII exisling aclivilies.
Il is youi iesponsiliIily lo configuie a sepaiale saIes docunenl lype foi
liade faii saIes.
April 2003 © 2002 SAP AG. All rights reserved. 127
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
ControIIing SaIes Documents
To slail vilh, lhink aloul lhe sliucluie of lhe saIes docunenl. The
insliunenls foi Cuslonizing, vhich lakes pIace al each IeveI in lhe saIes
docunenl, aie lhe saIes docunenl lype, ilen calegoiy, and scheduIe Iine
calegoiy
The Cuslonizing foi a saIes docunenl lype conlioIs lhe lehavioi of a
saIes docunenl al lhe headei IeveI.
Figure 26: ControIIing Business Processes in SaIes
DispIay lhe sliucluie of saIes docunenls and lheii conlioIIing eIenenls
eilhei on lhe loaid oi use an acluaI saIes oidei.
SaIes piocesses aie conlioIIed ly Cuslonizing foi saIes docunenls.
Cuslonizing can le done al headei, ilen, oi scheduIe Iine IeveI, depending
on lhe sliucluie of lhe docunenl.
You need lo nake sellings in Cuslonizing so lhal lhe ilen and scheduIe
Iine calegoiies aie deleinined aulonalicaIIy in lhe saIes docunenl.
To conpIele lhe selup of a lusiness piocess in youi syslen, you need
lo configuie lhe syslen lo foivaid dala fion lhe saIes docunenl lo
sulsequenl docunenls, accoiding lo youi needs. You can do lhis in
cnpyIng cnntrn!.
128 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
AddilionaI configuialion nusl le done oulside of lhe docunenl lype.
Much of lhal cuslonizing, such as piicing, pailneis, oulpul, and so on,
is nainlained in lasic funclions. The pioceduie is lhen Iinked lo lhe
docunenl lype (ilen calegoiy oi scheduIe Iine calegoiy).
Figure 27: Basic Functions
Nane sone lypicaI exanpIes fion lusiness piaclice
You need lo configuie seveiaI geneiaI saIes funclions (lasic funclions)
foi lhe saIes docunenls. These incIude pailnei deleininalion, piicing,
oulpul deleininalion, lexl deleininalion, naleiiaI deleininalion, ciedil
nanagenenl, inconpIeleness checks, deIiveiy scheduIing, and so on. You
can fine-lune lhese sellings al each IeveI vilhin lhe saIes docunenl.
The saIes docunenl is nol conpIeleIy configuied unliI you have piocessed
aII of lhe necessaiy lasic funclions.
Examp!cs:
Ioi piicing, you can sel up youi ovn piicing pioceduie foi a saIes
docunenl lype. Iiisl, configuie lhe saIes docunenl lype and piicing
pioceduie sepaialeIy, lhen assign lhe pioceduie lo lhe saIes docunenl
lype.
April 2003 © 2002 SAP AG. All rights reserved. 129
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
You can aIso cieale defauIl oulpul lypes foi each saIes docunenl lype. To
do lhis, assign lhe ieIevanl oulpul deleininalion pioceduie lo lhe saIes
docunenl lype in Cuslonizing foi oulpul.
You can use diffeienl funclions foi diffeienl saIes docunenl lypes. Ioi
exanpIe, piicing - lul nol invenloiy - updales aie needed lo cieale an
inquiiy.
Figure 28: ExampIes of SaIes Document Types
TaIk aloul lhe exanpIes and expIain lheii chaiacleiislics. Look al lhe
lusiness and lechnicaI dislinclions lelveen docunenl lypes.
Il nighl le insliuclive lo poinl oul lhal lhe conpIainls seclion of lhe sIide
ieaIIy Ieads lo oppoilunilies foi cuslonei seivice and issue iesoIulion.
Diffeienl saIes docunenl lypes aie deIiveied vilh lhe syslen lo iepiesenl
lhe diffeienl lusiness piocesses. The pievious figuie piovides you vilh
exanpIes of hov lo use saIes docunenl lypes.
130 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
Demonstration: Demonstrate the three parts of a saIes
order
Purpose
To shov lhe lhiee seclions of a saIes oidei
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Open lhe saIes oidei ciealed vilh puichase oidei nunlei
##LO6O5-ORO1|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →
Disp|aq
2. In lhe oidei nunlei fieId, choose I4.
3. Choose lal page SaIes docunenl accoiding lo cuslonei IO nunlei
4. Lnlei puichase oidei nunlei ##LO6O5-ORO1
5. Choose Lnlei
6. Navigale lo headei lals, Iine ilen lals and scheduIe Iine lals.
ControIIing the SaIes Document with the SaIes
Document Type
The Cuslonizing foi a saIes docunenl lype conlioIs lhe lehavioi of a saIes
docunenl al lhe headei IeveI. You viII configuie sellings lhal aie vaIid
foi a vhoIe saIes docunenl. Sone of lhis dala is fixed vaIues, and sone
appeai as defauIl vaIues.
April 2003 © 2002 SAP AG. All rights reserved. 131
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
Figure 29: Functions in the SaIes Document Type
In Cuslonizing foi lhe saIes docunenl lype, you configuie lhe sellings lhal
infIuence lhe saIes piocess, such as lhe saIes docunenl calegoiy, deIiveiy,
and liIIing lIocks, oi lhe docunenl lypes foi sulsequenl deIiveiies and
liIIing docunenls.
You can aIso save defauIl vaIues lhal appeai vhen you cieale a docunenl.
You can oveiviile lhese vaIues al diffeienl IeveIs of lhe docunenl lo
nalch pailicuIai pioceduies, such as lhe cuslonei´s iequesled deIiveiy
dale oi ceilain lasic iequiienenls foi conliacls. In addilion, you can
aclivale vaiious checks, such as nessages aloul open quolalions oi oulIine
agieenenls, seaiches foi cuslonei-naleiiaI info iecoids, oi ciedil Iinil
checks.
Nntc: Aclivaling checks can affecl syslen peifoinance.
Nntc: Adding a nev saIes docunenl lype lo saIes piocessing is
line consuning lecause nany of lhe enliies in Cuslonizing
depend on lhe saIes docunenl lype. To avoid any difficuIlies, you
shouId geneiale a nev saIes docunenl lype ly copying an exisling
one vilh siniIai funclions. This docunenl lype shouId le one
fion lhe SAI slandaid syslen, oi one lhal has leen pieviousIy
lesled ly youi conpany.
When you copy lhe docunenl lype, lolh lhe fieIds and lhe
dependenl enliies aie copied. Once lhe syslen has copied lhe
docunenl, il aulonalicaIIy geneiales a Iog lhal you can save foi
docunenlalion puiposes.
132 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
Sone geneiaI saIes docunenl conlioIs aie nol in cuslonizing foi saIes
docunenl lypes lul al olhei pIaces in lhe IMC. Ioi exanpIe, a seiies of
lasic funclions aie Iinked lo lhe saIes docunenl lype. They can le found
in lhe IMC foi ßasic Iunclions.
Figure 30: Changing the SaIes Document Type
You can change lhe cuiienl saIes docunenl lype duiing docunenl
piocessing (Oveiviev scieen: SaIes lal).
You can cieale an InquIry and, duiing piocessing, decide lo change il
lo a quntatInn.
You can aIso change a saved InquIry lo a standard nrdcr.
ßefoie you change lhe saIes docunenl lype in lhe saIes docunenl, check
lhal lheie aie no sulsequenl docunenls, lhe saIes docunenl is nol a
slalus-ieIevanl sulsequenl docunenl, and lhe docunenl has nol leen
ciealed fion a seivice nolificalion oi fion a conliacl.
ßecause lhe ilen calegoiies nusl le iedeleinined vhen you change lhe
saIes docunenl lype, lhe foIIoving iequiienenls aIso appIy:
- The ilen calegoiy nusl le changealIe (foi exanpIe, a nake-lo-oidei
ilen foi vhich lhe cosls have aIieady leen posled can no Iongei le
changed).
- If a Iisling exisls foi lhe nev docunenl lype and you have aIieady
enleied ilens, lhese ilens nusl aIso le conlained in lhe Iisl.
- If you have aIieady enleied ilens, lhe nev saIes docunenl lype nay
nol have an excIusion.
April 2003 © 2002 SAP AG. All rights reserved. 133
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
If you choose a nev oidei lype, lhe syslen checks:
- Docunenl deleininalion pioceduie: if diffeienl, il ieiuns piicing
- MaleiiaI deleininalion pioceduie: if diffeienl, il iedeleinines lhe
naleiiaI
- Lisling/excIusion deleininalion pioceduie: if diffeienl, il
iedeleinines lhe Iislings/excIusions
Iiee goods pioceduie: if diffeienl, il iedeleinines fiee goods
Nntc: If you need lo change a docunenl lhal has aIieady leen
saved, lolh lhe nev and oId docunenl lypes nusl leIong lo lhe
sane nunlei iange.
You can define lvo aIleinale docunenl lypes foi each saIes docunenl
lype in Cuslonizing (use lhe A||.sa|cs dcc. |qpc1 and A||.sa|cs dcc. |qpc2
fieIds). CaIIing up I4 (possilIe enliies) foi lhese fieIds dispIays onIy lhose
docunenl lypes lhal fuIfiII lhe necessaiy pieiequisiles.
Duiing lhis piocess, lhe syslen checks lhe consislency of a nunlei of
Cuslonizing ilens. The docunenl lypes nusl have lhe sane paynenl
guaianlee pioceduie, pailnei deleininalion pioceduie, lexl deleininalion
pioceduie, slalus pioceduie, hieiaichy calegoiy foi piicing, liIIing pIan
lype/invoice pIan, paynenl caid pIanning lype, pionolion/ieceiving
poinl deleininalion (sellings in Cuslonizing foi ielaiI), connilnenl dala,
and checking gioup foi paynenl caids.
In addilion lhe saIes docunenl lype nusl nol le lIocked, lhe saIes
docunenl lype nusl nol have an indicaloi, and lhe sellings in lhe ||cn
ditisicn fieIds nusl agiee foi lolh lypes.
Renind pailicipanls lhal saIes docunenl lypes shouId nol le ciealed
nev, lul copied fion olhei lypes. Lalei on in lhe couise, iefei lo olhei
dupIicaled enliies, such as ilen calegoiies, scheduIe Iine calegoiies,
naleiiaI deleininalion, inconpIelion, elc.
Demonstration: Important FieIds in the SaIes
Document Type
Purpose
To denonsliale inpoilanl fieIds in lhe saIes docunenl lype
System Data
5ystcm: As assigned.
134 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd:
5ct up InstructInns: As assigned.
1. DispIay lhe definilion of lhe slandaid saIes oidei, saIes docunenl
lype OR. |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →
Sa|cs Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs
2. Choose Iosilion
3. Lnlei OR
4. Choose Lnlei
5. Choose DelaiIs
6. Discuss lhe foIIoving fieIds in lhe OR docunenl lype:
Nntc: CaII up lhe possilIe enliies foi lhose fieIds naiked
vilh |I4j
To expIain lhe effecl of lhe diffeienl fieIds you can conpaie
lhe enliies in lhe slandaid oidei vilh lhose of olhei saIes
docunenl lypes. LxanpIe: The innediale deIiveiy fieId has
nol leen aclivaled in lhe docunenl lype OR lul does exisl foi
RO/CS (iush oideis and cash saIes).
- SaIes docunenl calegoiy [F4]
The docunenl calegoiy deleinines hov lhe syslen sloies
and keeps liack of docunenl dala. Il enalIes lhe syslen lo
piovide you vilh slalus infoinalion aloul deIiveiy piocessing,
liIIing, and docunenls lhal aie used foi iefeience (foi exanpIe,
inquiiies and quolalions).
- SaIes docunenl lIock
Deleinines vhelhei lhe saIes docunenl is lIocked foi use.
- Nunlei ianges foi inleinaI and exleinaI assignnenl
- Ilen nunlei incienenl
April 2003 © 2002 SAP AG. All rights reserved. 135
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
ßecause il is sonelines necessaiy lo inseil ilens lelveen olhei
ilens in a docunenl, you shouId enlei an incienenl giealei
lhan 1. If necessaiy, lhe syslen can lhen aulonalicaIIy geneiale
an ilen nunlei in lelveen.
- Refeience nandaloiy [F4]
Indicales vhelhei, vhen you cieale a saIes docunenl, a iefeience
docunenl is nandaloiy. If so, lhe indicaloi aIso specifies vhich
lype of iefeience docunenl you shouId use.
- Check division and ilen division [F4]
ConlioIs hov lhe syslen ieacls duiing saIes oidei piocessing
vhen a division lhal is enleied oi pioposed al lhe ilen IeveI
diffeis fion lhe division in lhe docunenl headei
- Read cuslonei naleiiaI infoinalion iecoid
- Check puichase oidei nunlei
Whelhei oi nol you vanl lhe syslen lo see if lhe enleied
puichase oidei nunlei is unique foi lhe saIes docunenl lype
- InconpIelion pioceduie
To le discussed noie fuIIy in lhe unil on inconpIelion
- Docunenl piicing pioceduie
- ICode foi oveiviev scieen [F4]
- AIleinalive saIes docunenl lypes 1 and 2
- Messages aloul quolalions, oulIine agieenenls, and naslei
conliacls [F4]
Sel an indicaloi heie if you vanl lo ieceive a nessage infoining
you lhal open quolalions exisl vhen you cieale a saIes docunenl.
Depending on lhe indicaloi you seIecl, lhe syslen seaiches foi
open quolalions in lhe saIes docunenl eilhei al lhe headei IeveI
foi lhe cuslonei oi al ilen IeveI foi lhe naleiiaI.
- InconpIelion nessages
136 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
To le discussed noie fuIIy in lhe unil on inconpIelion
- DeIiveiy lype
- Innediale deIiveiy
- DeIiveiy lIock
To le discussed noie fuIIy in lhe unil on scheduIe Iines
- Shipping condilion
Oveiiides lhe defauIl fion lhe cuslonei naslei
- DeIiveiy and oidei ieIaled liIIing lype
- ßiIIing lIock
- Lead line in days and dale lype [F4]
- Iiopose deIiveiy dale
- IioposaI deIiveiy dale
Lnlei lhe dale vhich you vanl lhe syslen lo piopose foi
lhe piicing dale vhen a saIes docunenl is ciealed. You can
oveiviile lhe pioposaI in lhe saIes docunenl
- Conliacl sulscieen
To le discussed noie fuIIy in lhe unil on oulIine agieenenls
Demonstration: Create a New SaIes Document Type
Purpose
To denonsliale lhe piocess of ciealing a nev saIes docunenl lype
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. A speciaI saIes docunenl lype shouId le sel up foi liade faii saIes
lased on lhe slandaid oidei
Use nenu palh: |MG → Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs
Dccuncn|s →Sa|cs Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs
2. Copy saIes docunenl lype OR lo ZAOO
April 2003 © 2002 SAP AG. All rights reserved. 137
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
Choose Iosilion
3. Lnlei OR
4. Choose Lnlei
5. SeIecl enliy OR vilh seIeclion lox lo lhe Iefl
6. Choose Copy as
7. Change lhe foIIoving fieIds:
FIc!d namc Uscr cntry
SaIes docunenl lype ZA00
SaIes docunenl nane Tradc faIr nrdcr
LxleinaI nunlei iange Nnnc
Ilen nunlei incienenl 100
Sul-ilen nunlei incienenl 10
Read info iecoid Dc-actIvatc
ICode oveiviev scieen Itcm nvcrvIcw
Quolalion nessages F
OulIine agieenenl nessages Nnnc
Shipping condilions 01
DeIiveiy and oidei ieIaled
liIIing lype
F1
Lead line in days 10
8. Choose Lnlei
9. In lhe dependenl enliies diaIog lox, ansvei Ycs lo lhe queslion, Is
lhis enliy aIso ieIevanl foi copying conlioI`
1O. Choose Save
11. Shov lhe enliies lhal have leen nainlained aulonalicaIIy duiing
lhe copy
12. Choose Conlinue
138 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
107
Create a New SaIes Document Type
1. |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
2. SeIecl an exisling saIes docunenl lype lo copy vilh lhe seIeclion
lox lo lhe Iefl.
3. Choose Ccpq As.
4. Lnlei vaIue lo le changed.
5. Choose |n|cr.
6. In lhe dependenl enliies diaIog lox, ansvei Yes lo lhe queslion, ¨Is
lhis enliy aIso ieIevanl foi copying conlioI`¨
7. Choose Satc.
Demonstration: Assign New SaIes Document Type to
SaIes Areas
Purpose
To denonsliale lhe piocess of assigning saIes docunenl lypes lo saIes aieas
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Use nenu palh: |MG → Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs
Dccuncn|s →Sa|cs Dccuncn| Hcadcr →Assign Sa|cs Arca |c Sa|cs
Dccuncn| Tqpcs →Assign sa|cs crdcr |qpcs pcrni||cd fcr sa|cs arca
2. Choose Iosilion
3. Lnlei saIes oiganizalion 1000, disliilulion channeI 10, division 00
and saIes docunenl lype ZA00
4. Shov lhal as a iesuIl of copying conlioI lhis enliy exisls in lhis lalIe.
5. Choose Iosilion
6. Lnlei saIes oiganizalion 3000, disliilulion channeI 10, division 00
and saIes docunenl lype ZA00
7. Shov lhal as a iesuIl of copying conlioI lhis enliy exisls in lhis lalIe.
April 2003 © 2002 SAP AG. All rights reserved. 139
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
108
Assign SaIes Document Types to SaIes Areas
1. |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Assign Sa|cs Arca |c Sa|cs Dccuncn| Tqpcs →Assign
sa|cs crdcr |qpcs pcrni||cd fcr sa|cs arca.
2. Choose Pcsi|icn.
3. Lnlei saIes oiganizalion, disliilulion channeI, division, and saIes
docunenl lype.
Demonstration: Test New SaIes Document Type
Purpose
To denonsliale lhal a saIes oidei ciealed vilh lhe nev saIes docunenl
lypes exhilils lhe definilion of lhe nev saIes docunenl lype
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale a nev saIes oidei. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs
→ Ordcr → Crca|c
2. Lnlei oidei lype ZA00
3. Lnlei saIes oiganizalion 1000
4. Lnlei disliilulion channeI 10
5. Lnlei division 00
6. Choose Lnlei
7. Lnlei puichase oidei nunlei: 5a!cs dncumcnt typc 1
8. Lnlei soId-lo paily: 2006
9. Lnlei naleiiaI: M-10, quanlily 10
1O. Lnlei naleiiaI: M-10, quanlily: 1 as a sul-ilen
11. Shov lhe sellings in lhe nev docunenl lhal aie diffeienl lo lhose in
lhe slandaid oidei
12. Choose Save
140 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
Restricting Order Types in SaIes Areas
SaIes docunenl lypes nay aIso le vaIid onIy foi ceilain saIes aieas. Ioi
exanpIe, if you have one saIes aiea foi doneslic saIes and anolhei foi
expoil saIes, lhen a saIes docunenl lype foi expoil saIes, iequiiing expoil
dala, shouId nol le used foi doneslic saIes, and vice veisa.
Figure 31: Order Types Permitted for SaIes Areas
You can use Cuslonizing lo define vhich saIes docunenl lypes aie vaIid
in vhich:
- SaIes oiganizalions
- Disliilulion channeIs
- Divisions
This neans you can Iinil lhe vaIidily of youi saIes docunenl lypes al lhe
IeveI of saIes oiganizalion, disliilulion channeI, and division.
To acceIeiale lhis piocess, lhe oidei lype ZA##foi use in lhese aclivilies
has aIieady leen ciealed foi lhe pailicipanls. Copying conlioI sellings
veie aIso copied vhich neans lhal lhese lalIes aie sulslanliaIIy Iaigei in
size and il viII lake a Iong line lo caII up lhe ieIevanl cuslonizing lalIes
foi lhe Dala IIov unil.
In case you aie asked:
Oflen pailicipanls ask foi possiliIilies lo adjusl lhe scieens lheii ovn
iequiienenls
April 2003 © 2002 SAP AG. All rights reserved. 141
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
Theiefoie lhey can use (easiIy) Tiansaclion Vaiianls and Scieen Vaiianls
vhich veie enhanced in ReI. 4.6.
This enalIes you lo configuie a sequence of scieens foi each saIes
docunenl lype lhal neels youi individuaI iequiienenls. Ioi exanpIe,
you can enlei vaIues in fieIds, hide oi dispIay fieIds, change lhe nenu
sliucluie, change lhe lalIe conlioI, oi hide vhoIe scieens in a liansaclion
vaiianl. This sinpIifies voiking vilh lhe liansaclion consideialIy. A
scieen vaiianl is ciealed foi each singIe scieen vilhin lhe liansaclion lhal
you have piocessed in lhe vaiianl. Transac|icn ccdc. SHD0 Tiansaclion
vaiianls can le assigned lo each saIes docunenl lype (fieId Vaiianl in
Cuslonizing foi lhe saIes docunenl lype).
142 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
109 Exercise 6: Functions and Customizing of
the SaIes Document Type
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- ConlioI saIes docunenl lypes in Cuslonizing
- InpIenenl youi ovn saIes piocesses vilh nev saIes docunenl lypes
Business ExampIe
You vanl lo conlioI and evaIuale youi saIes aclivilies sepaialeIy foi liade
faiis. To do lhis, you viII use a diffeienl saIes docunenl lype, vhich you
viII sel up in Cuslonizing lo neel youi iequiienenls. You viII Iinil lhe
use of lhal saIes docunenl lype foi lhe saIes aieas defined.
System Data
5ystcm: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
C!Icnt: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Uscr ID: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Passwnrd: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
5ct up InstructInns:
1. As assigned|Lnlei aII insliuclions necessaiy foi lhe nainlenance of
lhis exeicise.j
Task 1
Nntc: Do nol cieale a nev liade faii oidei lype, one has aIieady
leen ciealed foi you. You need lo change lhe liade faii oidei lype
lo neel youi iequiienenls.
Youi nev liade faii oidei shouId neel lhe foIIoving iequiienenls:
SaIes docunenl lype: ZA##, Desciiplion: FaIr##-nrdcr
The nunlei assignnenl shouId le inleinaI, you shouId nol le alIe lo
assign nunleis exleinaIIy.
Ilen nunleiing shouId have an incienenl of 100.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 143
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
Oidei enliy shouId legin vilh lhe ||cn ctcrticu scieen.
Checking open quolalions oi conliacls is nol necessaiy.
When liIIing docunenls aie ciealed, lhe syslen shouId ieiun piicing.
Nntc: In lhe slandaid syslen, liIIing lype F1 is configuied such
lhal piicing is ieiun aulonalicaIIy vhen you cieale a nev liIIing
docunenl.
Youi conpany vanls lhe defauIl iequesled deIiveiy dale lo le
aulonalicaIIy pioposed vilh a Iead line of 2 days.
Iiicing shouId le lased on lhe cuiienl dale.
The syslen shouId aulonalicaIIy piopose lhe cuiienl dale as lhe puichase
oidei dale.
1. Change oidei lype ZA##, vhich has leen geneialed as a copy of lhe
standard nrdcr (oidei lype OR), lo neel lhese iequiienenls.
Task 2
Check youi sellings ly ciealing an oidei vilh lhe nev saIes docunenl
lype ZA##and lvo ilens.
1. You aIieady conducl lusiness in saIes aiea 1000, 10, 00 vilh cuslonei
T-562B##. Lnhance lhe naslei iecoid such lhal lhe cuslonei can
aIso le seived lhiough saIes aiea Z000, Z0, 00. Use lhe dala fion lhe
exisling saIes aiea as a lenpIale.
Oideis in lhe nev saIes aiea viII le piocessed ly saIes office Z00
and saIes gioup Z0.
2. Check vhelhei dala foi youi naleiiaI T-ATB##has leen nainlained
in saIes oiganizalion, disliilulion channeI, Z000, Z0.
3. Youi cuslonei T-562B##oideis 10 pcs of naleiiaI T-ATB##al a
liade faii. Lnlei a liade faii oidei (saIes docunenl lype ZA##) in
lhe defined saIes aiea Z000, Z0, 00. The puichase oidei nunlei is
##LO605-ZA##01.
4. Check lhe fieIds conlaining lhe docunenl nunlei of lhe oidei, lhe
iequesled deIiveiy dale, lhe piicing dale, lhe oidei dale, lhe oveiviev
scieen, and lhe ilen nunleiing foi lhis oidei.
Check lhe cuslonizing sellings foi youi saIes docunenl lype.
144 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
SoIution 6: Functions and Customizing of
the SaIes Document Type
Task 1
Nntc: Do nol cieale a nev liade faii oidei lype, one has aIieady
leen ciealed foi you. You need lo change lhe liade faii oidei lype
lo neel youi iequiienenls.
Youi nev liade faii oidei shouId neel lhe foIIoving iequiienenls:
SaIes docunenl lype: ZA##, Desciiplion: FaIr##-nrdcr
The nunlei assignnenl shouId le inleinaI, you shouId nol le alIe lo
assign nunleis exleinaIIy.
Ilen nunleiing shouId have an incienenl of 100.
Oidei enliy shouId legin vilh lhe ||cn ctcrticu scieen.
Checking open quolalions oi conliacls is nol necessaiy.
When liIIing docunenls aie ciealed, lhe syslen shouId ieiun piicing.
Nntc: In lhe slandaid syslen, liIIing lype F1 is configuied such
lhal piicing is ieiun aulonalicaIIy vhen you cieale a nev liIIing
docunenl.
Youi conpany vanls lhe defauIl iequesled deIiveiy dale lo le
aulonalicaIIy pioposed vilh a Iead line of 2 days.
Iiicing shouId le lased on lhe cuiienl dale.
The syslen shouId aulonalicaIIy piopose lhe cuiienl dale as lhe puichase
oidei dale.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 145
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
1. Change oidei lype ZA##, vhich has leen geneialed as a copy of lhe
standard nrdcr (oidei lype OR), lo neel lhese iequiienenls.
a) Tcc|s →Cus|cnizing →|MG →|di| Prcjcc| →SAP Rcfcrcncc |MG
→Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
l) SeIecl docunenl lype ZA##.
c) Choose Dc|ai|s.
Desciiplion: Fair##-order
Nunlei iange exleinaI assignnenl: Blank
Ilen nunlei incienenl: 100
ICODL foi oveiviev scieen: UER2
Quolalion nessages: Blank
OulIine agieenenl nessages: Blank
DeIiveiy-ieIaled liIIing lype: F1
Oidei-ieIaled liIIing lype: F1
Lead line in days: 2
Iioposed piicing dale: Blank
Iioposed puichase oidei dale: Activate
Task 2
Check youi sellings ly ciealing an oidei vilh lhe nev saIes docunenl
lype ZA##and lvo ilens.
1. You aIieady conducl lusiness in saIes aiea 1000, 10, 00 vilh cuslonei
T-562B##. Lnhance lhe naslei iecoid such lhal lhe cuslonei can
aIso le seived lhiough saIes aiea Z000, Z0, 00. Use lhe dala fion lhe
exisling saIes aiea as a lenpIale.
Ccn|inucd cn ncx| pagc
146 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
Oideis in lhe nev saIes aiea viII le piocessed ly saIes office Z00
and saIes gioup Z0.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →8usincss
par|ncrs →Cus|cncr →Crca|c →Sa|cs and Dis|riou|icn.
l) Cuslonei: T-S62B##
c) SaIes aiea: Z000, Z0, 00
d) Refeience: Cuslonei: T-S62B##
e) Refeience: SaIes aiea: 1000, 10, 00
f) Choose Ccn|inuc.
g) Choose Sa|cs Arca.
h) SeIecl lhe Sa|cs lal.
SaIes office: Z00
SaIes gioup: Z0
i) SeIecl lhe 8i||ing dccuncn| lal.
Tax cIassificalion: 1
j) Choose Satc.
2. Check vhelhei dala foi youi naleiiaI T-ATB##has leen nainlained
in saIes oiganizalion, disliilulion channeI, Z000, Z0.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Prcduc|s →
Ma|cria| →Trading gccds →Disp|aq.
l) Lnlei T-ATB##.
c) Choose |n|cr.
d) SeIecl Sales: Sales Org Data I.
e) Choose Organiza|icna| |ctc|s.
SaIes oiganizalion: Z000
Disliilulion channeI: Z0
f) Choose |n|cr.
The dala has leen nainlained.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 147
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
3. Youi cuslonei T-562B##oideis 10 pcs of naleiiaI T-ATB##al a
liade faii. Lnlei a liade faii oidei (saIes docunenl lype ZA##) in
lhe defined saIes aiea Z000, Z0, 00. The puichase oidei nunlei is
##LO605-ZA##01.
a) Cieale lhe saIes oidei. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs
→Ordcr →Crca|c.
l) Lnlei ZA##.
c) Lnlei T-S62B##.
d) Lnlei puichase oidei nunlei: ##LO605-ZA##01
e) Lnlei T-ATß##quanlily: 10
f) Choose |n|cr.
g) Choose Satc. Recoid lhe docunenl nunlei.
4. Check lhe fieIds conlaining lhe docunenl nunlei of lhe oidei, lhe
iequesled deIiveiy dale, lhe piicing dale, lhe oidei dale, lhe oveiviev
scieen, and lhe ilen nunleiing foi lhis oidei.
Check lhe cuslonizing sellings foi youi saIes docunenl lype.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Disp|aq.
l) Check lhe Cuslonizing of youi saIes docunenl lype ZA##: |MG
→Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| Tqpcs →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpc.
c) SeIecl docunenl lype ZA##.
d) Choose Dc|ai|s.
Desciiplion: Fair##-order
Nunlei iange exleinaI assignnenl: Blank (Nunlei is assigned
inleinaIIy vhen you save)
Requesled deIiveiy dale: Two days from today
Iiicing dale: Today
Iuichase oidei dale: Today
Oveiviev scieen: Item overview
Ilen nunlei: 100
148 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
115 Exercise 7: Compare SaIes Document
Types Standard Order and Rush Order
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Idenlify lhe eIenenls lhal conlioI lhe saIes docunenl
- Cive exanpIes of diffeienl saIes docunenl lypes used foi diffeienl
lusiness piocesses
- LxpIain lhe funclion of lhe saIes docunenl lype
Business ExampIe
Youi conpany has cuslonei oideis lhal need lo le deIiveied as soon as
possilIe. Youi nanagenenl vanls lo invesligale lhe use of lhe rush nrdcr
lo fiII lhis iequiienenl.
System Data
5ystcm: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
C!Icnt: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Uscr ID: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Passwnrd: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
5ct up InstructInns:
1. As assigned. |Lnlei aII insliuclions necessaiy foi lhe nainlenance of
lhis exeicise.j
Task
Conpaie lhe saIes docunenl lypes standard nrdcr and rush nrdcr.
1. Whal aie lhe diffeiences lelveen lhese lvo lypes`
2. Change saIes docunenl lype ZA##so lhal il is Iike a rush nrdcr.
Nntc: Check lhe sellings foi innediale deIiveiy, shipping
condilions, and Iead line in days.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 149
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
3. Cieale an oidei vilh oidei lype ZA##in saIes aiea 1000, 10, 00 foi
cuslonei T-562A##and youi naleiiaI T-ATA##(1O pcs).
The puichase oidei nunlei is ##LO605-ZA##03.
4. Viev lhe docunenl fIov lo deleinine vhelhei lhe deIiveiy vas
ciealed. Recoid lhe oullound deIiveiy nunlei.
5. Undo youi changes lo oidei lype ZA##.
CautInn: ße suie lo do lhis slep! Olheivise, sulsequenl
exeicises using docunenl lype ZA## nay nol voik as
expecled.
150 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
SoIution 7: Compare SaIes Document
Types Standard Order and Rush Order
Task
Conpaie lhe saIes docunenl lypes standard nrdcr and rush nrdcr.
1. Whal aie lhe diffeiences lelveen lhese lvo lypes`
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
l) Choose Pcsi|icn.
c) Lnlei RO.
d) SeIecl Dc|ai|s.
e) The foIIoving fieIds in lhe iush oidei aie diffeienl fion lhose
in lhe slandaid oidei:
Nntc: These aie onIy lhe ciilicaI fieIds lhal aie diffeienl -
lheie aie olheis.
Inn. deIiveiy: ActIvatcd
Shipping condilion: 10 ImmcdIatc!y
Lead line in days: B!ank
2. Change saIes docunenl lype ZA##so lhal il is Iike a rush nrdcr.
Nntc: Check lhe sellings foi innediale deIiveiy, shipping
condilions, and Iead line in days.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
l) Choose Pcsi|icn.
c) Lnlei ZA##.
d) SeIecl Dc|ai|s.
Inn. deIiveiy: Activated
Shipping condilion: 10 immediately
Lead line in days: Blank
e) Choose Satc.
3. Cieale an oidei vilh oidei lype ZA##in saIes aiea 1000, 10, 00 foi
cuslonei T-562A##and youi naleiiaI T-ATA##(1O pcs).
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 151
Unit 4: ControIIing SaIes Documents with SaIes Document Types SCM605
The puichase oidei nunlei is ##LO605-ZA##03.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei ZA##.
SaIes aiea: 1000, 10, 00
c) Choose |n|cr.
Cuslonei: T-S62A##
Iuichase oidei nunlei: ##LO605-ZA##03
MaleiiaI: T-ATA##
Quanlily: 10
d) Choose |n|cr.
e) Choose Satc.
4. Viev lhe docunenl fIov lo deleinine vhelhei lhe deIiveiy vas
ciealed. Recoid lhe oullound deIiveiy nunlei.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Disp|aq.
l) Choose Disp|aq dccuncn| f|cu.
If youi sellings aie coiiecl, a deIiveiy is geneialed.
5. Undo youi changes lo oidei lype ZA##.
CautInn: ße suie lo do lhis slep! Olheivise, sulsequenl
exeicises using docunenl lype ZA## nay nol voik as
expecled.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
l) Choose Pcsi|icn.
c) Lnlei ZA##.
d) SeIecl Dc|ai|s.
Inn. deIiveiy: Blank
Shipping condilion: Blank
Lead line in days: 2
e) Choose Satc.
152 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of the SaIes Document type
Lesson Summary
You shouId nov le alIe lo:
- Idenlify lhe eIenenls lhal conlioI lhe saIes docunenl
- Cive exanpIes of diffeienl saIes docunenl lypes used foi diffeienl
lusiness piocesses
- LxpIain lhe funclion of lhe saIes docunenl lype
- Cieale Cuslonizing sellings foi lhe saIes docunenl lype
- Resliicl lhe vaIidily of saIes docunenl lypes lo saIes aieas
ReIated Information
You can find fuilhei Infoinalion in lhe ieIease noles of ReIease 4.5A.
April 2003 © 2002 SAP AG. All rights reserved. 153
Unit Summary SCM605
Unit Summary
You shouId nov le alIe lo:
- Idenlify lhe eIenenls lhal conlioI lhe saIes docunenl
- Cive exanpIes of diffeienl saIes docunenl lypes used foi diffeienl
lusiness piocesses
- LxpIain lhe funclion of lhe saIes docunenl lype
- Cieale Cuslonizing sellings foi lhe saIes docunenl lype
- Resliicl lhe vaIidily of saIes docunenl lypes lo saIes aieas
ReIated Information
Ioi noie infoinalion iegaiding lypes of saIes docunenls and lheii conlioI
funclions, ieviev lhe SAI heIp fiIes al hllp://heIp.sap.con.
154 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
121
Test Your KnowIedge
1. Cuslonizing foi saIes docunenls can le done al lhe foIIoving IeveIs:
headei headei, ilen ilen, and scheduIe Iine scheduIe Iine.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
2. Diffeienl saIes docunenl lypes aie deIiveied vilh lhe syslen lo
iepiesenl diffeienl lusiness piocesses.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
3. Which of lhe foIIoving aie saIes docunenl lypes deIiveied vilh
SAI R/3`
Cnccsc |nc ccrrcc| ansucr(s).
A Slandaid oidei
ß Quolalion
C Consignnenl canceIIalion
D Ciedil neno iequesl
L ScheduIing agieenenl
4. Which of lhe foIIoving aie needed lo define and use a nev saIes
docunenl lype in SAI R/3`
Cnccsc |nc ccrrcc| ansucr(s).
A Necessaiy lasic funclions
ß Docunenl lype sellings
C VaIid saIes aieas
D Copying conlioI sellings
L Ilen calegoiy assignnenl
I ScheduIe Iine calegoiy assignnenl
5. VaIid saIes aieas foi a saIes docunenl lype shouId nol le configuied.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
April 2003 © 2002 SAP AG. All rights reserved. 155
Test Your KnowIedge SCM605
6. The conlioI eIenenls foi lhe saIes docunenl
aie: saIes docunenl lype saIes docunenl lype,
ilen calegoiy ilen calegoiy, and
scheduIe Iine calegoiy scheduIe Iine calegoiy.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
7. Configuiing sellings in lhe saIes docunenl lype does nol infIuence
lhe saIes piocess.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
156 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
123
Answers
1. Cuslonizing foi saIes docunenls can le done al lhe foIIoving IeveIs:
headei, ilen, and scheduIe Iine.
Answcr: headei, ilen, scheduIe Iine
Cuslonizing foi saIes docunenls can le done al headei, ilen, oi
scheduIe Iine IeveI, depending on lhe sliucluie of lhe docunenl.
2. Diffeienl saIes docunenl lypes aie deIiveied vilh lhe syslen lo
iepiesenl diffeienl lusiness piocesses.
Answcr: Tiue
Lach saIes docunenl lype can have unique sellings in ils definilion,
vhich adapls il lo lhe specific iequiienenls of a unique lusiness
piocess.
3. Which of lhe foIIoving aie saIes docunenl lypes deIiveied vilh
SAI R/3`
Answcr: A, ß, D, L
The saIes docunenl lypes deIiveied vilh SAI R/3 do nol incIude one
foi canceIIalion of consignnenl.
4. Which of lhe foIIoving aie needed lo define and use a nev saIes
docunenl lype in SAI R/3`
Answcr: A, ß, C, D, L, I
AII of lhese aie necessaiy, vhich is vhy ciealing a nev docunenl
lype is so line consuning. SaIes docunenl lypes shouId le copied
fion olhei lypes.
5. VaIid saIes aieas foi a saIes docunenl lype shouId nol le configuied.
Answcr: IaIse
Liniling a saIes docunenl lype lo ceilain vaIid saIes aieas can pievenl
a docunenl lype fion leing used in lhe viong lusiness piocess.
6. The conlioI eIenenls foi lhe saIes docunenl aie: saIes docunenl
lype, ilen calegoiy, and scheduIe Iine calegoiy.
Answcr: saIes docunenl lype, ilen calegoiy, scheduIe Iine calegoiy
April 2003 © 2002 SAP AG. All rights reserved. 157
Test Your KnowIedge SCM605
7. Configuiing sellings in lhe saIes docunenl lype does nol infIuence
lhe saIes piocess.
Answcr: IaIse
Sellings, such as a deIiveiy lIock oi innediale deIiveiy, do infIuence
lhe saIes piocess.
158 © 2002 SAP AG. All rights reserved. April 2003
Unit 5
125 ControIIing SaIes Documents with the
Item Category
Slail ly leIIing lhe pailicipanls vhy ilencalegoiy is used. Cuslonizing foi
ilen calegoiy conlioIs lhe lehavioi of a saIes docunenl al lhe ilen IeveI.
Ilen calegoiy IeveI conlioI: aIIovs nany diffeienl lypes of pioducls lo le
on lhe sane oidei, and aIIovs lhe sane pioducl lo le liealed diffeienlIy
depending on lhe saIes docunenl il is iefeienced on. You viII use seveiaI
diffeienl lypes of saIes docunenls and naleiiaI lypes, one leing a SaIes
ßiII of MaleiiaI ßOM lo denonsliale ilen calegoiy conlioI. I find lhal
sludenls ieaIIy vanl noie infoinalion iegaiding ßOM´s in geneiaI, don´l
Iel lhe sludenls gel you off liack lhe focus is lhe ilen calegoiy conlioI.
Sludenls viII nol cieale lheii ovn ilen calegoiies. You shouId hovevei
denonsliale lo lhe sludenls hov lo cieale an ilen calegoiy ly neans of
nev enliy and copy.
Unit Overview
In lhis unil ve viII idenlify ilen calegoiy conlioI and ilen calegoiy
deleininalion. Ilen calegoiy conlioI aIIovs nany diffeienl lypes of
pioducls lo le on lhe sane oidei, and aIIovs lhe sane pioducl lo le
liealed diffeienlIy depending on lhe saIes docunenl il is iefeiencing.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi ilen
calegoiies
- Configuie lhe syslen so lhal ilen calegoiies aie aulonalicaIIy
assigned lo a saIes docunenl lype
- ConlioI sellings foi liIIs of naleiiaI in lhe saIes docunenl
April 2003 © 2002 SAP AG. All rights reserved. 159
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Unit Contents
Lesson: Functions and Customizing of Ìtem Categories . . . . . . . . . . . . . . . . . .161
Procedure: Display Ìtem Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .163
Procedure: Ìtem Category Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165
Demonstration: Ìtem Category Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .166
Procedure: Ìtem Category Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169
Demonstration: Ìtem Category Determination . . . . . . . . . . . . . . . . . . . . . . . . .169
Exercise 8: Ìtem Categories and Ìtem Category Determination. . . . . .171
Lesson: Bills of Material (BOMs) in the Sales Document . . . . . . . . . . . . . . . . .183
Procedure: Create a Bill of Material. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .185
Demonstration: Create a Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .187
Demonstration: Create a Sales Order Using BOM . . . . . . . . . . . . . . . . . . . .188
Demonstration: Ìtem Category Determination for BOM . . . . . . . . . . . . . . .189
Exercise 9: Bills of Material (BOMs) in the Sales Document . . . . . . . . .193
160 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
Lesson:
126
Functions and Customizing of Item Categories
Lesson Duialion: 1 houis
Lesson Overview
In lhis Iesson ve viII idenlify ilen calegoiy conlioI and ilen calegoiy
deleininalion. Ilen calegoiy conlioI aIIovs nany diffeienl lypes of
pioducls lo le on lhe sane oidei, and aIIovs lhe sane pioducl lo le
liealed diffeienlIy depending on lhe saIes docunenl il is iefeiencing.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi ilen
calegoiies
- Configuie lhe syslen so lhal ilen calegoiies aie aulonalicaIIy
assigned lo a saIes docunenl lype
Cive lhe sludenls a ieaI voiId exanpIe. Ask lhe sludenls if lhey piovide
seivice oi inslaIIalion foi a pioducl lhey seII oi do lhey evei have a need lo
add lexl al lhe Iine ilen IeveI of a saIes docunenl. Wilhoul ilen calegoiy
conlioI lhey couId nol have a pioducl, seivice and lexl ilen on one saIes
docunenl. The pioducl can le deIiveialIe and liIIalIe, lhe seivice liIIalIe
(ve don´l deIivei seivice) and lhe lexl ilen couId le deIiveialIe and
liIIalIe (if I vanl lhe lexl lo appeai on lhe docunenls).
Business ExampIe
Conpany nanagenenl has decided lo expand lhe conpany´s saIes
aclivilies lo incIude liade faiis. To conlioI lhe pIacing of oideis al liade
faiis, you vanl lo le alIe lo infIuence lhe docunenl conlioI al lhe ilen
IeveI.
ExampIes of Item Categories
Diffeienl ilen calegoiies aie deIiveied vilh lhe syslen lo suppoil lhe
diffeienl lusiness piocesses. You can use lhen as exanpIes oi as lenpIales
foi ciealing youi ovn ilen calegoiies.
The ilen calegoiy is defined vilh a foui-digil key. These keys aie copied
aulonalicaIIy fion lhe oiiginaI Ceinan keys, and aie nol liansIaled. The
fiisl lvo chaiacleis piovide a cIue lo lhe saIes docunenl lype lhal vas
oiiginaIIy designed foi lhese ilen calegoiies. The Iasl lvo chaiacleis
indicale lhe use of lhe ilen calegoiy.
April 2003 © 2002 SAP AG. All rights reserved. 161
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
- AITX SaIes docunenl lype: IN Usage: TLXT
- TAD SaIes docunenl lype: OR Ilen calegoiy gioup: LLIS
- KMN SaIes docunenl lype: NMS Ilen calegoiy gioup: NORM
Figure 32: ExampIes of Item Categories
You can decide if you vouId Iike lo keep lhe slandaid keys oi define youi
ovn.
162 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
128
DispIay Item Categories
1. Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
2. SeIecl SAP Rcfcrcncc |MG.
3. Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs dccuncn|s →Sa|cs dccuncn| i|cn
→Dcfinc ||cn Ca|cgcrics.
Item Category Functions
The essenliaI chaiacleiislics of an ilen calegoiy decide:
- Whelhei lusiness dala in lhe ilen can le diffeienl fion lhal of lhe
docunenl headei
- Whelhei piicing appIies lo lhe ilen
- Whelhei and hov an ilen is liIIed
- Whelhei lhe ilen iefeis lo an ilen oi is jusl a lexl ilen
- Which inconpIeleness Iog is used lo check lhe ilen dala
The ilen calegoiy conlioIs lhe funclion of lhe ilen in lhe saIes docunenl
and in any Ialei piocessing foi lhal lusiness liansaclion.
You can change lhe sellings foi lhe ilen calegoiies defined in lhe slandaid
syslen. You can aIso define nev ilen calegoiies. To do lhis, you shouId
aIvays copy ilen calegoiies lhal aIieady exisl and have leen lesled, lhen
change lhen lo neel youi iequiienenls.
The dc!Ivcry rc!cvancc indicaloi is onIy foi ilens vilhoul scheduIe Iines.
You can indicale lhal a lexl ilen is ieIevanl foi deIiveiy, foi exanpIe, so
lhal lhe syslen copies lhis ilen fion lhe saIes oidei inlo lhe deIiveiy
docunenl.
April 2003 © 2002 SAP AG. All rights reserved. 163
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Figure 33: Item Category Functions
164 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
130
Item Category Functions
1. Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
2. SeIecl SAP Rcfcrcncc |MG.
3. Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs dccuncn|s →Sa|cs dccuncn| i|cn
→Dcfinc ||cn Ca|cgcrics.
4. SeIecl ilen calegoiy TAN (oi an ilen calegoiy of youi choice).
5. SeIecl lhe nagnifying gIass icon.
6. SeIecl |1 on lhe diffeienl fieIds lo viev heIp iegaiding lhe use of lhe
fieId. SeIecl |4 lo viev lhe oplions and vaIid dala lhal can le inpul
inlo lhe fieId.
ControIIing the Items in the SaIes Document
Lveiy ilen in a saIes docunenl is conlioIIed lhiough ils ilen calegoiy.
This enalIes you lo:
- Use diffeienl ilen calegoiies in diffeienl saIes docunenl lypes
- AIIovdiffeienl lusiness piocesses foi each ilenin lhe saIes docunenl
The figuie leIov conlains exanpIes of ilen calegoiies vilh sellings as
lhey aie piovided vilh SAI R/3 SD.
Figure 34: ControIIing the Items in the SaIes Document
You can configuie lhe funclions of lhe ilen calegoiies accoiding lo youi
iequiienenls. Ioi exanpIe:
April 2003 © 2002 SAP AG. All rights reserved. 165
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
- You do nol need piice deleininalion foi a lexl ilen, as lhe ilen is
nol liIIalIe.
- You vanl scheduIe Iines foi a fiee-of-chaige ilen in lhe saIes oidei
(ilen calegoiy TANN), lul you do nol vanl lo caiiy oul piicing foi
lhis ilen oi liansfei il lo liIIing.
Demonstration: Item Category Functions
Purpose
Denonsliale lhe diffeienl ilen calegoiies in lhe IMC. Discuss inpoilanl
fieIds in lhe ilen calegoiy. LxanpIe: scheduIe Iines aIIoved, ieIevanl foi
deIiveiy, inconpIelion pioceduie, pailnei deleininalion, conpIelion
iuIe...nany of lhese viII le discussed in delaiI in Ialei unils. Use I1 and
I4 on lhe fieIds as you discuss lhe use of each fieId. Discuss lhe lusiness
and lechnicaI dislinclions lelveen ilen calegoiies. Nole: To expIain lhe
affecls of diffeienl enliies on a pailicuIai fieId, you can use Olhei enliy
lo go fion lhe slandaid ilen lo anolhei ilen calegoiy. LxanpIe: The
conpIelion iuIe fieId is sel lo A foi ilen calegoiy AIN, lo ß foi ilen
calegoiy ACN and lIank foi ilen calegoiy TAN. As of ieIease 4.6 lheie
is lhe nev conpIelion iuIe D. This iuIe is used foi aulonolive vilh lhe
MAIS-pickup-sheel piocess.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: Make a copy of lhe ilen calegoiy TAN. CaII il
anylhing you Iike lhal slails vilh a Z. Sludenls sonelines change lhe
sellings foi lhis ilen calegoiy vhiIe doing lheii exeicises, and lhis viII
aIIov you lo have a lackup copy of lhe slandaid TAN.
Nntc: Wain lhe sludenls lefoie lhey slail lheii exeicise lhal lhey
viII nol le ciealing an ilen calegoiy, lhey viII onIy le dispIaying.
TeII lhen if lhe syslen asks lhen lo save vhen lhey lack oul of
lhe lalIe, lo say ¨NO¨.
1. SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG pusn ou||cn
SeIecl Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs dccuncn|s → Sa|cs
dccuncn| i|cn →Dcfinc ||cn Ca|cgcrics
SeIecl ilen calegoiy TAN
SeIecl lhe nagnifying gIass (icon)
166 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
SeIecl |1 and |4 on lhe diffeienl fieIds lo nake lhe sludenls avaie of
lhe fieId use and oplions.
Assign Item Category to SaIes Document Type
Ilen calegoiies aie assigned lo saIes docunenl lypes.
Figure 35: Assign Item Category to SaIes Document Type
The puipose of lhis assignnenl is lo:
- Configuie lhe syslen lo piopose an ilen calegoiy vhen you cieale
a ceilain docunenl lype
- Define aIleinalive ilen calegoiies lo lhe syslen pioposaI
April 2003 © 2002 SAP AG. All rights reserved. 167
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Figure 36: Sub-Items
The assignnenl of ilen calegoiy lo saIes docunenl lype is infIuenced ly:
- The ilen calegoiy gioup fion lhe naleiiaI naslei iecoid
The ilen calegoiy gioup aIIovs you lo gioup diffeienl naleiiaIs lhal
lehave in a siniIai vay duiing saIes and disliilulion piocesses. You
can aIso define nev ilen calegoiy gioups if needed.
- The ilen usage indicaloi
Ilen usage is nolhing noie lhan AßAI piogians, vhich in ceilain
cases aie sel inleinaIIy in lhe piogian. The syslen usage lype TLXT
if lhe usei enleis an ilen in a saIes docunenl ly enleiing dala in lhe
Dcscrip|icn fieId vilhoul specifying a naleiiaI nunlei. Usage lype
IRLL is used foi conlioIIing lhe fiee goods ilen.
- The Ilen calegoiy of a highei-IeveI ilen (in lhe case of a sul-ilen)
168 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
133
Item Category Assignment
1. Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
2. SeIecl lhe SAP Rcfcrcncc |MG lullon.
3. Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs dccuncn|s →Sa|cs dccuncn| i|cn
→Assign ||cn Ca|cgcrics.
4. Choose lhe Pcsi|icn lullon.
5. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Namc Input Data
Dccuncn| |qpc OR
||cn ca|cgcrq grcup NORM
||cn Usagc: No entry
||cn Ca|-Hg|t|| No entry
Nntc: R/3 SD deleinines ilen calegoiy TAN and sone
aIleinalive vaIues. The Dc|ai|s icon viII dispIay aII aIleinalive
ilen calegoiies. Choose |4 on lhe ||cn ca|cgcrq fieId lo dispIay
lhe oplions, aII aIleinalive ilen calegoiies aie avaiIalIe.
Demonstration: Item Category Determination
Purpose
Denonsliale lo lhe sludenls hov lhe ilen calegoiy is deleinined.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns:
Nntc: Wain lhe sludenls lefoie lhey slail lheii exeicise lhal lhey
viII nol le ciealing an ilen calegoiy deleininalion, lhey viII onIy
le dispIaying. TeII lhen if lhe syslen asks lhen lo save vhen lhey
lack oul of lhe lalIe, lo say ¨NO¨.
1. Cieale an oidei
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
April 2003 © 2002 SAP AG. All rights reserved. 169
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
2. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Namc Input Data
Dccuncn| |qpc OR
Cus|cncr 2006
Ma|cria| M-10
Quan|i|q 10 pcs
3. Shov lhe ilen calegoiy lhal is deleinined, TAN.
4. ßianch fion lhe oidei lo lhe naleiiaI naslei and shov lhe i|cn
ca|cgcrq grcup fieId |ntircnncn| →Disp|aq Ma|cria|
5. SeIecl lhe Sa|cs crg. 2 ticu lal: (NORM)
6. CaII up lhe Assign ilen calegoiies cuslonizing lalIe (VOV4) and
access lhe calegoiy vilh lhe key you deleinined in lhe saIes
docunenl:
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG
SeIecl Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs dccuncn|s → Sa|cs
dccuncn| i|cn →Assign ||cn Ca|cgcrics
Choose Pcsi|icn
7. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Namc Input Data
Docunenl lype OR
Ilen calegoiy gioup NORM
Ilen Usage: No enliy
Ilen Cal-HgLvIl No enliy
8.
Nntc: Syslen deleinines ilen calegoiy TAN and sone
aIleinalive vaIues. The DelaiIs (icon) viII dispIay aII
aIleinalive ilen calegoiies. Co lack lo lhe saIes docunenl.
Choose |4 on lhe ilen calegoiy fieId lo dispIay lhe oplions, aII
aIleinalive ilen calegoiies aie avaiIalIe
170 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
135 Exercise 8: Item Categories and Item
Category Determination
Lxeicise Duialion: 3O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Idenlify lhe funclions of lhe ilen calegoiy
- LxpIain and conlioI lhe aulonalic deleininalion of ilen calegoiies
Business ExampIe
When ciealing saIes docunenls, individuaI ilens nay le conlioIIed
diffeienlIy foi piicing and foi liIIing.
Il is inpoilanl lo undeisland hov lhe ilen calegoiy affecls lhe ilens
as lhey pass lhiough seveiaI saIes docunenls, oi vilhin individuaI
docunenls.
Reviev hov ilen calegoiies aie aulonalicaIIy deleinined.
System Data
5ystcm: As assigned
C!Icnt: As Assigned
Uscr ID: As Assigned
Passwnrd: As Assigned
Task 1
Youi cuslonei pIaced an oidei eaiIiei in lhe veek and vouId nov Iike lo
add lo lhal oidei. The puichase oidei nunlei is ##LO605-OR05.
1. Lnlei anolhei ilen vilh 16 pcs of naleiiaI T-ATE##. The deIiveiy
dale is in lvo veeks.
2. You have aIso agieed lo give youi cuslonei a fiee goods ilen of 1 pc
of naleiiaI T-ATE##. Lnlei lhe coiiesponding sul-ilen.
3. Is lhis ilen incIuded in lhe nel vaIue of lhe oidei`
4. Whal aie lhe ilen calegoiies in lhis oidei`
Ilen 1O: _________________________________
Ilen 2O: _________________________________
Ilen 3O: _________________________________
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 171
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Ilen 4O: _________________________________
5. Save lhe oidei and iecoid lhe docunenl nunlei.
Task 2
DispIay ilen calegoiy funclions.
CautInn: Do nol change oi cieale ilen calegoiies!
1. ConpIele lhe foIIoving lalIe.
Itcm
catc-
gnry
DcscrIptInn BusI-
ncss
data
5chcd-
u!c
!Incs
pcr-
mIttcd
Itcm
rc!cv.
fnr dc-
!Ivcry
PrIc-
Ing
5truc-
turc
scnpc
TAN Slandaid ilen
TANN Iiee-of-chaige
ilen
TAI Lxlenl
deIiveied
TAQ Lxlenl
deIiveied
TATX Texl ilen
TAD Seivice
TAL Nol piiced
Task 3
Reviev ilen calegoiy deleininalion in lhe saIes oidei.
1. Why is lhe ilen calegoiy in lhe oidei aulonalicaIIy pioposed ly lhe
syslen` Look foi lhe ieIevanl lalIe in Cuslonizing. Whal aie lhe key
fieIds foi aulonalicaIIy deleinining lhe ilen calegoiies`
1sl key fieId: _________________________________
2nd key fieId: _________________________________
3id key fieId: _________________________________
Ccn|inucd cn ncx| pagc
172 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
4lh key fieId: _________________________________
Task 4
DispIay ilen calegoiy deleininalion.
1. ConpIele lhe foIIoving lalIe ly iecoiding lhe defauIl and nanuaI
ilen calegoiies found in Cuslonizing.
5a!cs
dncu-
mcnt
typc
Itcm
catc-
gnry
grnup
Itcm
usagc
HIghcr-
!cvc! Itcm
catcgnry
Dc-
fau!t
Itcm
catc-
gnry
Man-
ua!
Itcm
catc-
gnry
Man-
ua!
Itcm
catc-
gnry
IN DILN
QT TLXT
OR NORM
OR NORM TAN
OR NORM TAI
OR NORM TAQ
ZA## LRLA
ZA## LRLA TAQ
ZA## LUMI
ZA## LUMI TAI
Task 5
OptInna!: Youi cuslonei, T-562A##, pIaces a slandaid oidei (OR
docunenl lype) vilh puichase oidei nunlei ##LO605-OR06 in saIes aiea
1000 / 10 / 00.
1. Lnlei lhe slandaid oidei (OR) docunenl lype vilh a iequesled
deIiveiy dale of one veek fion loday.
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc OR
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-OR06
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 173
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Rcq.dc|it.da|c One week from
today
Ilen 1O: Ma|cria| /Quan|i|q T-ATA## / 5pcs
Ilen 2O: Ma|cria| / Quan|i|q T-ZSA## / 3hrs
Which ilen calegoiy gioups aie assigned lo lhe naleiiaIs`
Ilen 1O: _________________________________
Ilen 2O: _________________________________
2. Which ilen calegoiies aie used` In Cuslonizing, check vhich of lhe
ilen calegoiies aie ieIevanl foi deIiveiy and piicing.
ConpIele lhe lalIe leIov.
Itcm
catcgnry
PrIcIng 5chcd.
!Inc
a!!nwcd
Itcm rc!cv.
fnr dc!Ivcry
Ilen 1O
Ilen 2O
3. DeIivei lhe oidei vilh puichase oidei nunlei ##LO605-OR06.
DeIiveiy ilens aie geneialed foi vhich oidei ilens`
Save lhe deIiveiy and iecoid lhe deIiveiy nunlei.
174 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
SoIution 8: Item Categories and Item
Category Determination
Task 1
Youi cuslonei pIaced an oidei eaiIiei in lhe veek and vouId nov Iike lo
add lo lhal oidei. The puichase oidei nunlei is ##LO605-OR05.
1. Lnlei anolhei ilen vilh 16 pcs of naleiiaI T-ATE##. The deIiveiy
dale is in lvo veeks.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) Lnlei lhe puichase oidei nunlei ##LO605-OR05 in lhe Purcnasc
crdcr nc fieId.
c) SeIecl Scarcn.
d) Lnlei lhe iequiied infoinalion.
FIc!d Input Data
Ilen 3O: Ma|cria| T-ATE##
Quan|i|q 16 pcs
|irs| da|c Two weeks from today
Nntc: Renain in lhe saIes docunenl foi lhe nexl exeicise
slep.
2. You have aIso agieed lo give youi cuslonei a fiee goods ilen of 1 pc
of naleiiaI T-ATE##. Lnlei lhe coiiesponding sul-ilen.
a) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Ilen 4O: Ma|cria| T-ATE##
Quan|i|q 1 pc
Hg|t|| 30
3. Is lhis ilen incIuded in lhe nel vaIue of lhe oidei`
a) SeIecl lhe fiee goods ilen and seIecl Disp|aq i|cn dc|ai|s.
l) SeIecl lhe ||cn ccndi|icns lal.
No. The nel vaIue of lhe ilen is zeio.
4. Whal aie lhe ilen calegoiies in lhis oidei`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 175
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Ilen 1O: _________________________________
Ilen 2O: _________________________________
Ilen 3O: _________________________________
Ilen 4O: _________________________________
a)
FIc!d Data
Ilen 1O: IlCa TAN
Ilen 2O: IlCa TAN
Ilen 3O: IlCa TAN
Ilen 4O: IlCa TANN
5. Save lhe oidei and iecoid lhe docunenl nunlei.
a) SeIecl Satc.
Task 2
DispIay ilen calegoiy funclions.
CautInn: Do nol change oi cieale ilen calegoiies!
1. ConpIele lhe foIIoving lalIe.
Itcm
catc-
gnry
DcscrIptInn BusI-
ncss
data
5chcd-
u!c
!Incs
pcr-
mIttcd
Itcm
rc!cv.
fnr dc-
!Ivcry
PrIc-
Ing
5truc-
turc
scnpc
TAN Slandaid ilen
TANN Iiee-of-chaige
ilen
TAI Lxlenl
deIiveied
TAQ Lxlenl
deIiveied
TATX Texl ilen
Ccn|inucd cn ncx| pagc
176 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
Itcm
catc-
gnry
DcscrIptInn BusI-
ncss
data
5chcd-
u!c
!Incs
pcr-
mIttcd
Itcm
rc!cv.
fnr dc-
!Ivcry
PrIc-
Ing
5truc-
turc
scnpc
TAD Seivice
TAL Nol piiced
a) Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs Dccuncn|s → Sa|cs
Dccuncn| ||cn →Dcfinc i|cn ca|cgcrics.
d) HoId C|r| and seIecl lhe ilen calegoiies Iisled in lhe lalIe leIov.
e) SeIecl Dc|ai|s.
f) You can ieviev lhe infoinalion foi aII ilen calegoiies ly
seIecling ncx| cn|rq.
Itcm
catc-
gnry
DcscrIptInn BusI-
ncss
data
5chcd-
u!c
!Incs
pcr-
mIttcd
Itcm
rc!cv.
fnr dc-
!Ivcry
PrIc-
Ing
5truc-
turc
scnpc
TAN Slandaid
ilen
x x ~ x ~
TANN Iiee-of-
chaige ilen
x x ~ ß ~
TAI Lxlenl
deIiveied
~ x ~ ~ A
TAQ Lxlenl
deIiveied
x x ~ x A
TATX Texl ilen ~ ~ x ~ ~
TAD Seivice x x ~ x ~
TAL LxpIanalion ~ x ~ ~ -
Task 3
Reviev ilen calegoiy deleininalion in lhe saIes oidei.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 177
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
1. Why is lhe ilen calegoiy in lhe oidei aulonalicaIIy pioposed ly lhe
syslen` Look foi lhe ieIevanl lalIe in Cuslonizing. Whal aie lhe key
fieIds foi aulonalicaIIy deleinining lhe ilen calegoiies`
1sl key fieId: _________________________________
2nd key fieId: _________________________________
3id key fieId: _________________________________
4lh key fieId: _________________________________
a) Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs Dccuncn|s → Sa|cs
Dccuncn| ||cn →Assign i|cn ca|cgcrics.
d) SeIecl Pcsi|icn.
1sl key fieId: SaTu Sa|cs dccuncn| |qpc
2nd key fieId: ||CGr ||cn ca|cgcrq grcup
3id key fieId: Usagc ||cn usagc
4lh key fieId: H|ct||Ca ||cn ca|cgcrq cf nigncr-|ctc| i|cn
Task 4
DispIay ilen calegoiy deleininalion.
1. ConpIele lhe foIIoving lalIe ly iecoiding lhe defauIl and nanuaI
ilen calegoiies found in Cuslonizing.
5a!cs
dncu-
mcnt
typc
Itcm
catc-
gnry
grnup
Itcm
usagc
HIghcr-
!cvc! Itcm
catcgnry
Dc-
fau!t
Itcm
catc-
gnry
Man-
ua!
Itcm
catc-
gnry
Man-
ua!
Itcm
catc-
gnry
IN DILN
QT TLXT
OR NORM
OR NORM TAN
OR NORM TAI
OR NORM TAQ
ZA## LRLA
ZA## LRLA TAQ
Ccn|inucd cn ncx| pagc
178 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
5a!cs
dncu-
mcnt
typc
Itcm
catc-
gnry
grnup
Itcm
usagc
HIghcr-
!cvc! Itcm
catcgnry
Dc-
fau!t
Itcm
catc-
gnry
Man-
ua!
Itcm
catc-
gnry
Man-
ua!
Itcm
catc-
gnry
ZA## LUMI
ZA## LUMI TAI
a) Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs Dccuncn|s → Sa|cs
Dccuncn| ||cn →Assign i|cn ca|cgcrics.
d) SeIecl Pcsi|icn.
e) Lnlei lhe key fieIds fion lhe lalIe.
5a!cs
dncu-
mcnt
typc
Itcm
catc-
gnry
grnup
Itcm
us-
agc
HIghcr-
!cvc! Itcm
catcgnry
Dc-
fau!t
Itcm
catc-
gnry
Man-
ua!
Itcm
catc-
gnry
Man-
ua!
Itcm
catc-
gnry
IN DILN AIX
QT TLXT ACTX
OR NORM TAN TAI TAQ
OR NORM TAN TANN
OR NORM TAI TAN
OR NORM TAQ TAL
ZA## LRLA TAQ
ZA## LRLA TAQ TAL
ZA## LUMI TAI
ZA## LUMI TAI TAN
Task 5
OptInna!: Youi cuslonei, T-562A##, pIaces a slandaid oidei (OR
docunenl lype) vilh puichase oidei nunlei ##LO605-OR06 in saIes aiea
1000 / 10 / 00.
1. Lnlei lhe slandaid oidei (OR) docunenl lype vilh a iequesled
deIiveiy dale of one veek fion loday.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 179
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc OR
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-OR06
Rcq.dc|it.da|c One week from
today
Ilen 1O: Ma|cria| /Quan|i|q T-ATA## / 5pcs
Ilen 2O: Ma|cria| / Quan|i|q T-ZSA## / 3hrs
Which ilen calegoiy gioups aie assigned lo lhe naleiiaIs`
Ilen 1O: _________________________________
Ilen 2O: _________________________________
a) Lnlei lhe slandaid oidei (OR) docunenl lype vilh a iequesled
deIiveiy dale of one veek fion loday:|cgis|ics →Sa|cs and
Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc OR
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-OR06
Rcq.dc|it.da|c One week from
today
Ilen 1O: Ma|cria| /Quan|i|q T-ATA##/5pcs
Ilen 2O: Ma|cria| / Quan|i|q T-ZSA##/3hrs
c) Navigale fion lhe oidei lo lhe naleiiaI naslei iecoid:
|ntircnncn| →Disp|aq na|cria|.
d) SeIecl lhe Sa|cs.Sa|csOrg2 lal.
e) Reviev lhe infoinalion in lhe ilen calegoiy gioup fieId.
Ilen 1O: Ilen calegoiy gioup: NORM
Ilen 2O: Ilen calegoiy gioup: LEI5
2. Which ilen calegoiies aie used` In Cuslonizing, check vhich of lhe
ilen calegoiies aie ieIevanl foi deIiveiy and piicing.
Ccn|inucd cn ncx| pagc
180 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of Item Categories
ConpIele lhe lalIe leIov.
Itcm
catcgnry
PrIcIng 5chcd.
!Inc
a!!nwcd
Itcm rc!cv.
fnr dc!Ivcry
Ilen 1O
Ilen 2O
a) Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs Dccuncn|s → Sa|cs
Dccuncn| ||cn →Dcfinc i|cn ca|cgcrics.
d) SeIecl lhe ilen calegoiies you found in lhe saIes oidei foi lhe
lvo ilens.
e) SeIecl Dc|ai|s.
f) You can ieviev lhe infoinalion foi lolh ilen calegoiies ly using
lhe Ncx| cn|rq icon.
Itcm
catcgnry
PrIcIng 5chcd.
!Inc
a!!nwcd
Itcm rc!cv.
fnr dc!Ivcry
Ilen 1O TAN x x ~
Ilen 2O TAD x x ~
3. DeIivei lhe oidei vilh puichase oidei nunlei ##LO605-OR06.
DeIiveiy ilens aie geneialed foi vhich oidei ilens`
Save lhe deIiveiy and iecoid lhe deIiveiy nunlei.
a) Sa|cs Dccuncn| →Dc|itcr.
A deIiveiy ilen is geneialed foi ilen 1O, lhe slandaid ilen.
Nntc: A deIiveiy ilen vas nol ciealed foi ilen 2O (lhe
seivice ilen), even lhough lhe ilen calegoiy TAD aIIovs
foi scheduIe Iines lhal assune il is ieIevanl foi deIiveiy.
Theie is one noie IeveI of conlioI, scheduIe-Iine calegoiy.
If you dispIay lhe scheduIe-Iine calegoiy lhal vas
deleinined, you viII find il is nol ieIevanl foi deIiveiy.
l) SeIecl Satc. The syslen viII geneiale a docunenl nunlei.
April 2003 © 2002 SAP AG. All rights reserved. 181
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Lesson Summary
You shouId nov le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi ilen
calegoiies
- Configuie lhe syslen so lhal ilen calegoiies aie aulonalicaIIy
assigned lo a saIes docunenl lype
ReIated Information
- hllp://heIp.sap.con
- vvv.seaich.sap.con
182 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
Lesson:
147
BiIIs of MateriaI (BOMs) in the SaIes Document
Lesson Duialion: 2O ninules
Lesson Overview
In lhis Iesson ve viII Ieain hov liIIs of naleiiaI aie conlioIIed ly lhe ilen
calegoiy deleinined in lhe saIes docunenl.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- ConlioI sellings foi liIIs of naleiiaI in lhe saIes docunenl
This Iesson is nol aloul ßOM´s il is aloul lhe ilen calegoiy conlioI of
ßOM´s. Theie aie nany lypes of ßOM´s, in lhis Iesson you viII le voiking
vilh a SaIes ßOM. I find lhal sludenls ieaIIy vanl noie infoinalion
iegaiding ßOM´s in geneiaI, don´l Iel lhe sludenls gel you off liack lhe
focus is lhe ilen calegoiy conlioI.
In lhe pievious Iesson you inlioduced lhe sludenls lo sone of lhe funclions
of lhe ilen calegoiy and hov il is deleinined in lhe saIes docunenl. This
Iesson viII expand on lhose conlioIs. You viII inlioduce lhe sludenls lo
lhe ilen calegoiy funclions lhal infIuence hov lhe ßiII of MaleiiaI, nain
ilen and conponenls viII lehave on a saIes docunenl. Ask sludenls if
lhey use ßOM´s. Ask lhen if lhey piice al nay ilen IeveI oi conponenl
IeveI. TeII lhen you viII shov lhen hov lo conlioI lhal lusiness piocess
using ilen calegoiy
Sone peopIe aie nol faniIiai vilh lhe lein ßOM oi vhal il ieaIIy is. I
use a veiy sinpIe exanpIe vhen I laIk aloul piicing lhe ßOM: lhink of a
McDonaId Happy MeaI, il conlains a hanluigei, fiies, diink and loys...ny
piice $1.99. The nain ilen is lhe Happy neaI, lhe conponenls aie vhal
nake up lhal Happy neaI. If I choose lo luy lhe conponenls sepaialeIy
(hanluigei, fiies and diink and I gel no loy) lhe piice vouId le aiound
$3.OO.
Business ExampIe
You vanl lo use ßOMs lo seII ceilain pioducls.
BiIIs of MateriaI (BOM)
A conpulei consisls of seveiaI conponenls. In luin, each of lhese
conponenls is consliucled fion seveiaI individuaI pails.
April 2003 © 2002 SAP AG. All rights reserved. 183
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
You can sloie lhis sliucluie in lhe syslen as a liII of naleiiaI. AII lhe ilens
in lhe liII of naleiiaI (ßOM) lhal you vanl lo conlioI in lhe saIes docunenl
nusl le fIagged as ieIevanl foi saIes.
Nntc: The ilens in a liII of naleiiaI aie conlioIIed diffeienlIy lhan
lhe ilen calegoiies in a saIes docunenl.
If you cieale a ßOM naleiiaI vilh ßOM usage 5 (SD), aII of lhe ilens in lhe
liII of naleiiaI viII le aulonalicaIIy fIagged as ieIevanl lo saIes.
Figure 37: BiIIs of MateriaI (BOM)
ßy naking lhe appiopiiale sellings in Cuslonizing foi lhe ilen calegoiies
in lhe saIes docunenl, you can copy lhe conponenls in lhe liII of naleiiaI
lo a saIes oidei. To piocess lhe saIes docunenl, you onIy need lo enlei
lhe naleiiaI nunlei of lhe ßOM.
184 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
149
Create a BiII of MateriaI
1. Cieale a liII of naleiiaI: |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr
da|a →Prcduc|s →8i||s cf na|cria|s →8i|| cf na|cria| →Ma|cria| 8OM
→ Crca|c.
2. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Ma|cria| Any finished/trading
good material you have
in your sandbox
P|an| the plant the product
exists in
8OM usagc 5 (Sales & Distribution)
3. SeIecl |n|cr.
4. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
|C| L (stock item)
Ccnpcncn| any stock item materials
you have in your sandbox
Quan|i|q 1 pc of each
5. SeIecl Satc.
Sub-Items in a BOM
The ßOM appeais in lhe saIes docunenl as a sliucluie vilh nain ilens
and sul-ilens. The syslen expands lhe ßOMs in lhe saIes oidei ly
aulonalicaIIy geneialing sul-ilens foi lhe conponenls, lased on ilen
calegoiy deleininalion.
April 2003 © 2002 SAP AG. All rights reserved. 185
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Figure 38: Sub-Items
Anolhei exanpIe foi using sul-ilens is fiee goods.
You can assign an ilen lo a highei-IeveI ilen if, foi exanpIe, a cuslonei
ieceives fiee goods foi oideiing a ceilain quanlily of youi pioducl.
This sinpIe foin of suppIying fiee goods is suppIenenled vilh lhe
aulonalic deleininalion of fiee goods.
Nntc: In addilion lo sul-ilens, aIleinalive ilens can aIso le
iecoided in quolalions and inquiiies. AIleinalive ilens aie liealed
diffeienlIy fion sul-ilens, foi exanpIe, aIleinalive ilens aie nol
incIuded in lhe nel vaIue of lhe docunenl.
Expanding BiIIs of MateriaI in SaIes Documents
The individuaI ilen calegoiies conlioI lhe funclion of a liII of naleiiaI in a
saIes docunenl. In Cuslonizing, you define and assign ilen calegoiies foi
lhe nain ilens and sul-ilens in lhe ßOM in lhe saIes docunenl.
A specific ilen calegoiy gioup assigned lo lhe naleiiaI naslei iecoid of
lhe nain ilen defines vhich ilen calegoiies aie assigned lo lhe nain ilen.
186 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
Figure 39: Expanding BiIIs of MateriaI in SaIes Documents
To deleinine hov fai lhe ßOM shouId le expanded in lhe saIes docunenl,
you need lo define lhe exlenl of lhe sliucluie of lhe ilen calegoiy foi lhe
nain ilen.
When you deleinine lhe sul-ilens, lhe syslen aIso needs lo knov lhe
ilen calegoiy of lhe highei-IeveI ilen.
In Cuslonizing foi ilen calegoiies, you conlioI vhich ilens aie ieIevanl lo
piicing and hov you vanl lo inpIenenl iequiienenls liansfei.
Demonstration: Create a BiIIs of MateriaI
Purpose
To denonsliale lhe ciealion of a ßOM.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: Co lhiough lhe ciealing a ßOM denonslialion
duiing youi piep so you can discuss lhe fieIds lhal you viII see and lhe
sludenls viII nosl IikeIy ask you aloul duiing youi in cIass deno. SeIecl
I1 and I4 on lhe fieIds lo Ieain noie aloul lhen. AIso, iead lhe onIine
heIp iegaiding ßOMs. The focus is nol lhe ßOM lul you shouId le alIe
lo discuss a ßOM in geneiaI if ask.
April 2003 © 2002 SAP AG. All rights reserved. 187
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
1. Cieale a ßiII of MaleiiaI
|cgis|ics →Sa|cs and dis|riou|icn →Mas|cr da|a →Prcduc|s →8i||s cf
na|cria|s →8i|| cf na|cria| →Ma|cria| 8OM→Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Data
MaleiiaI R-1OO1
IIanl 12OO
ßOM usage 5 (SaIes & Disliilulion)
SeIecl |n|cr
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Data
ICl L (slock ilen)
Conponenl R-115O, R-116O, and R-117O
Quanlily 1 pc of each
SeIecl Satc
Demonstration: Create a SaIes Order Using BOM
Purpose
To denonsliale lhe lehavioi of lhe ßOM al line of oidei enliy
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: Musl have ciealed ßOM in pievious deno lo
denonsliale lhis.
1. Cieale a SaIes oidei
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied dala fion lhe lalIe leIov
188 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
IieId Dala
Docunenl lype OR
SoId-lo paily 2OO6
MaleiiaI R-1OO1
Quanlily 1 pc
Nntc: Syslen expIodes ßOM. Look al ilen calegoiies lhal
aie deleinined: TAQ foi nain ilen and TAL foi sul-ilens
(conponenls).
Demonstration: Item Category Determination for BOM
Purpose
To denonsliale hov lhe ilen calegoiy vas deleinined foi lhe ßOM and
lhe funclions of lhe ilen calegoiies deleinined in a saIes docunenl.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: None
1. Shov ilen calegoiy in lhe saIes docunenl lhal is deleinined foi lhe
nain ilen, TAQ and TAL foi lhe sul-ilen.
2. ßianch fion lhe oidei lo lhe naleiiaI naslei foi lhe nain ilen and
shov lhe ilen calegoiy gioup (LRLA) fieId
SeIecl |ntircnncn| →Disp|aq Ma|cria|
3. SeIecl Sa|cs crg. 2 ticu lal
4. CaII up lhe Assign ilen calegoiies cuslonizing lalIe (VOV4) and
access lhe calegoiy vilh lhe key you deleinined in lhe saIes
docunenl:
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
SeIecl Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs dccuncn|s → Sa|cs
dccuncn| i|cn →Assign ||cn Ca|cgcrics
Choose Pcsi|icn push lullon
April 2003 © 2002 SAP AG. All rights reserved. 189
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Namc Input Data
Docunenl lype OR
Ilen calegoiy gioup LRLA
Ilen Usage: No enliy
Ilen Cal-HgLvIl No enliy
Nntc: Syslen deleinines ilen calegoiy TAQ.
5. Shov deleininalion foi sul-ilen calegoiy TAL
Choose Pcsi|icn push lullon
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Namc Input Data
Docunenl lype OR
Ilen calegoiy gioup LRLA
Ilen Usage: No enliy
Ilen Cal-HgLvIl TAQ
Nntc: Syslen deleinines ilen calegoiy TAL.
6. Shov lhe effecls of piicing lased on lhe ilen calegoiies lhal veie
deleinined.
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
SeIecl Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs dccuncn|s → Sa|cs
dccuncn| i|cn →Dcfinc ||cn Ca|cgcrics
SeIecl ilen calegoiy TAQ and TAL
SeIecl Dc|ai|s icon
Move lelveen lhe ilen calegoiies using lhe Ncx| cn|rq icon
190 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
DispIay lhe piicing fieId: TAQ is piicing, TAL is nol. Use I4 on lhe
piicing fieId lo shov lhe sludenls lhe oplions.
Nntc: OplionaI: Change ilen calegoiy gioup in lhe naleiiaI
naslei foi lhe ßOM fion LRLA lo LUMI. Cieale a nev saIes
oidei. Nov lhe syslen is piicing al lhe conponenl IeveI
lecause of lhe ilen calegoiies lhal veie deleinined.
April 2003 © 2002 SAP AG. All rights reserved. 191
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
192 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
153 Exercise 9: BiIIs of MateriaI (BOMs) in the
SaIes Document
Lxeicise Duialion: 2O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Cieale naslei iecoids foi saIes ßOMs
- ConlioI ßOMs in saIes docunenls
Business ExampIe
You oflen have lo expand ßOMs in saIes docunenls. In lhe piocess, you
nusl deleinine, foi exanpIe, al vhich IeveI piicing viII lake pIace.
System Data
5ystcm: Ioi Iuluie Use. Do nol nodify lhis Iine.
C!Icnt: Ioi Iuluie Use. Do nol nodify lhis Iine.
Uscr ID: Ioi Iuluie Use. Do nol nodify lhis Iine.
Passwnrd: Ioi Iuluie Use. Do nol nodify lhis Iine.
5ct up InstructInns: NONL
Task
In lhis exeicise, you viII cieale a liII of naleiiaI lhal viII le used in a
saIes docunenl.
You vanl youi naleiiaI T-FUA## in pIanl 1200 lo appeai as a liII of
naleiiaI in youi saIes docunenls.
1. Cieale a saIes liII of naleiiaI (usage: 5 SaIes) foi lhe naleiiaI T-FUA##
vilh conponenls T-ATA##, T-ATF##, and T-ATG##(one pc foi each
naleiiaI). Configuie lhe liII of naleiiaI ilens as slock ilens (L).
Save lhe liII of naleiiaI.
2. Cieale a slandaid oidei (OR) foi youi cuslonei T-562A## and
youi naleiiaI T-FUA##(10 pcs). The puichase oidei nunlei is
##LO605-OR07.
Does lhe syslen expand lhe liII of naleiiaI` Why oi vhy nol`
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 193
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
3. In lhe fuluie, you onIy vanl lo deleinine lhe piice foi lhe finished
pioducl/nain ilen in lhe saIes docunenl, and you vanl lo Iisl lhe
individuaI conponenls of lhe finished pioducl foi infoinalionaI
puiposes. Change lhe naleiiaI naslei foi youi naleiiaI, T-FUA##,
sel up in saIes oiganizalion 1000, disliilulion channeI 10, so lhal
piicing onIy lakes pIace al lhe nain ilen IeveI.
4. Check lhe effecls of youi change in lhe saIes docunenl ly ciealing
a nev oidei foi cuslonei, T-562A##, oideiing naleiiaI T-FUA##
(10 pcs). Does lhe syslen expand lhe liII of naleiiaI` Which ilens
affecl lhe nel vaIue of lhe oidei`
IO nunlei: ##LO605-OR08
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
5. Change youi naleiiaI T-FUA##so lhal piicing onIy lakes pIace al
lhe sul-ilen IeveI.
6. Check lhe effecls of youi change in lhe saIes docunenl ly ciealing a
nev oidei foi cuslonei T-562A##, oideiing naleiiaI T-FUA##(10
pcs).
IO nunlei: ##LO605-OR09
Does lhe syslen expand lhe liII of naleiiaI` Which ilens affecl lhe
nel vaIue of lhe oidei`
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
194 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
SoIution 9: BiIIs of MateriaI (BOMs) in the
SaIes Document
Task
In lhis exeicise, you viII cieale a liII of naleiiaI lhal viII le used in a
saIes docunenl.
You vanl youi naleiiaI T-FUA## in pIanl 1200 lo appeai as a liII of
naleiiaI in youi saIes docunenls.
1. Cieale a saIes liII of naleiiaI (usage: 5 SaIes) foi lhe naleiiaI T-FUA##
vilh conponenls T-ATA##, T-ATF##, and T-ATG##(one pc foi each
naleiiaI). Configuie lhe liII of naleiiaI ilens as slock ilens (L).
Save lhe liII of naleiiaI.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr da|a →Prcduc|s →
8i|| cf na|cria| →8i|| cf na|cria| →Ma|cria| 8OM→Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Ma|cria| T-FUA##
P|an| 1200
8OM usagc 5 (Sales & Distribu-
tion)
c) SeIecl |n|cr.
d) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
|C| L (stock item) for all
components
Ccnpcncn| T-ATA##, T-ATF##, and
T-ATG##
Quan|i|q 1 pc of each
e) SeIecl Satc.
2. Cieale a slandaid oidei (OR) foi youi cuslonei T-562A## and
youi naleiiaI T-FUA##(10 pcs). The puichase oidei nunlei is
##LO605-OR07.
Does lhe syslen expand lhe liII of naleiiaI` Why oi vhy nol`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 195
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc OR
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-OR07
Ma|cria| T-FUA##
Quan|i|q 10 pcs
The ßOM is nol expIoded. The ilen calegoiy of lhe nain ilen in
lhe ßOM, TAN, does nol suppoil lhe expansion of ßOMs in lhe
saIes docunenl (lhe S|ruc|urc sccpc fieId is lIank).
c) SeIecl Satc. A docunenl nunlei viII le geneialed.
d) To viev lhis conlioI, foIIov Tcc|s →Cus|cnizing →|MG →|di|
Prcjcc|.
e) SeIecl SAP Rcfcrcncc |MG.
f) Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs Dccuncn|s → Sa|cs
Dccuncn| ||cn →Dcfinc i|cn ca|cgcrics.
g) SeIecl ilen calegoiy TAN.
h) SeIecl Dc|ai|s.
The S|ruc|urc sccpc fieId is lIank.
3. In lhe fuluie, you onIy vanl lo deleinine lhe piice foi lhe finished
pioducl/nain ilen in lhe saIes docunenl, and you vanl lo Iisl lhe
individuaI conponenls of lhe finished pioducl foi infoinalionaI
Ccn|inucd cn ncx| pagc
196 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
puiposes. Change lhe naleiiaI naslei foi youi naleiiaI, T-FUA##,
sel up in saIes oiganizalion 1000, disliilulion channeI 10, so lhal
piicing onIy lakes pIace al lhe nain ilen IeveI.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr da|a →Prcduc|s →
Ma|cria| →Trading gccds →Cnangc.
l) Lnlei youi pail nunlei: T-FUA##
c) SeIecl |n|cr.
d) SeIecl lhe Sa|cs.Sa|cs crg.da|a 2 lal.
e) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Sa|cs crganiza|icn 1000
Dis|riou|icn cnannc| 10
f) SeIecl |n|cr.
g) Change lhe ||cn ca|cgcrq grcup fieId lo ERLA.
h) SeIecl Satc.
4. Check lhe effecls of youi change in lhe saIes docunenl ly ciealing
a nev oidei foi cuslonei, T-562A##, oideiing naleiiaI T-FUA##
(10 pcs). Does lhe syslen expand lhe liII of naleiiaI` Which ilens
affecl lhe nel vaIue of lhe oidei`
IO nunlei: ##LO605-OR08
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 197
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc OR
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-OR08
Ma|cria| T-FUA##
Quan|i|q 10 pcs
l) The ßOM is expanded.
Iiicing is onIy peifoined foi lhe nain ilen. As a iesuIl, lhe nel
vaIue of lhe oidei is caIcuIaled excIusiveIy fion lhis ilen.
c) SeIecl Satc. A docunenl nunlei viII le geneialed.
Nntc: Why did lhe ßOM expand` Why vas lhe nain
ilen piiced and nol lhe sul-ilens` If you don´l knov lhe
ansvei, ask youi insliucloi.
5. Change youi naleiiaI T-FUA##so lhal piicing onIy lakes pIace al
lhe sul-ilen IeveI.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr da|a →Prcduc|s →
Ma|cria| →Trading gccds →Cnangc.
l) Lnlei youi pail nunlei: T-FUA##
c) SeIecl |n|cr.
d) SeIecl lhe Sa|cs.Sa|cs crg.da|a 2 lal.
e) ConpIele lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Sa|cs crganiza|icn 1000
Dis|riou|icn cnannc| 10
f) SeIecl |n|cr.
g) Change lhe ||cn ca|cgcrq grcup fieId lo LUMF.
h) SeIecl Satc.
6. Check lhe effecls of youi change in lhe saIes docunenl ly ciealing a
nev oidei foi cuslonei T-562A##, oideiing naleiiaI T-FUA##(10
pcs).
Ccn|inucd cn ncx| pagc
198 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs) in the SaIes Document
IO nunlei: ##LO605-OR09
Does lhe syslen expand lhe liII of naleiiaI` Which ilens affecl lhe
nel vaIue of lhe oidei`
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc OR
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-OR09
Ma|cria| T-FUA##
Quan|i|q 10 pcs
The ßOM is expanded.
Iiicing is onIy peifoined foi lhe sul-ilen. As a iesuIl, lhe nel
vaIue of lhe oidei is caIcuIaled excIusiveIy fion lhe sul-ilens.
c) SeIecl Satc. A docunenl nunlei viII le geneialed.
April 2003 © 2002 SAP AG. All rights reserved. 199
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
Lesson Summary
You shouId nov le alIe lo:
- ConlioI sellings foi liIIs of naleiiaI in lhe saIes docunenl
ReIated Information
- hllp://heIp.sap.con
- vvv.seaichsap.con
200 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Unit Summary
Unit Summary
You shouId nov le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi ilen
calegoiies
- Configuie lhe syslen so lhal ilen calegoiies aie aulonalicaIIy
assigned lo a saIes docunenl lype
- ConlioI sellings foi liIIs of naleiiaI in lhe saIes docunenl
ReIated Information
Ioi noie infoinalion iegaiding ilen calegoiy oi ßOMs, ieviev lhe SAI
heIp fiIes al hllp://heIp.sap.con.
April 2003 © 2002 SAP AG. All rights reserved. 201
Unit Summary SCM605
202 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
163
Test Your KnowIedge
1. Ilen calegoiy is infIuenced ly lhe Ioading gioup coning fion lhe
naleiiaI naslei.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
2. Ilen calegoiy is deleinined in lhe saIes docunenl lased on
docunenl lype docunenl lype, ilen calegoiy gioup (fion naleiiaI naslei) ilen cale
usage (AßAI piogians) usage (AßAI piogians), ilen calegoiy of highei-IeveI ilen
oi a conlinalion of lhese a conlinalion of lhese.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
3. Can you cieale youi ovn ilen calegoiies`
4. You viII noinaIIy see sul-ilens in a saIes docunenl vhen
you aie voiking vilh liIIs of naleiiaI liIIs of naleiiaI and
fiee goods fiee goods.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
5. You can piice al lhe nain ilen oi sul-ilens of a ßOM.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
April 2003 © 2002 SAP AG. All rights reserved. 203
Test Your KnowIedge SCM605
164
Answers
1. Ilen calegoiy is infIuenced ly lhe Ioading gioup coning fion lhe
naleiiaI naslei.
Answcr: IaIse
Ilen calegoiy is infIuenced ly lhe ilen calegoiy gioup coning fion
lhe naleiiaI naslei. The ilen calegoiy gioup aIIovs you lo gioup
diffeienl naleiiaIs lhal lehave in a siniIai vay duiing SaIes and
Disliilulion piocesses
2. Ilencalegoiy is deleinined in lhe saIes docunenl lased on docunenl
lype, ilen calegoiy gioup (fion naleiiaI naslei), usage (AßAI
piogians), ilen calegoiy of highei-IeveI ilen, oi a conlinalion of
lhese.
Answcr: docunenl lype, ilen calegoiy gioup (fion naleiiaI naslei),
usage (AßAI piogians), ilen calegoiy of highei-IeveI ilen, a
conlinalion of lhese
Ilen calegoiy deleininalion is lased on a nininun of lvo faclois:
docunenl lype and ilen calegoiy gioup. Tvo addilionaI faclois,
usage and highei-IeveI ilen calegoiy, can le used lo exlend fIexiliIily.
3. Can you cieale youi ovn ilen calegoiies`
Answcr: Yes
Diffeienl ilen calegoiies aie deIiveied vilh lhe syslen lo suppoil
diffeienl lusiness piocesses. You can use lhen as exanpIes, oi as
lenpIales foi ciealing youi ovn ilen calegoiies.
4. You viII noinaIIy see sul-ilens in a saIes docunenl vhen you aie
voiking vilh liIIs of naleiiaI and fiee goods.
Answcr: liIIs of naleiiaI, fiee goods
If you use an ilen calegoiy lhal does nol expand lhe ßOM in lhe saIes
oidei, you viII nol see lhe sul-ilens (conponenls), even lhough lhey
do exisl as pail of lhe nain ilen.
204 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
5. You can piice al lhe nain ilen oi sul-ilens of a ßOM.
Answcr: Tiue
Accoiding lo lhe ilen calegoiies you deleinine, you can piice lhe
ßOM al lhe nain ilen oi piice lhe sul-ilens.
April 2003 © 2002 SAP AG. All rights reserved. 205
Unit 5: ControIIing SaIes Documents with the Item Category SCM605
206 © 2002 SAP AG. All rights reserved. April 2003
Unit 6
167 ControIIing SaIes Documents with
ScheduIe Line Categories
Slail ly leIIing lhe pailicipanls vhy scheduIe Iine calegoiy is used.
Cuslonizing foi scheduIe Iine calegoiy conlioIs lhe lehavioi of a saIes
docunenl al lhe scheduIe Iine IeveI.
Unit Overview
The scheduIe Iine calegoiy is lhe lhiid cuslonizing oljecl avaiIalIe foi
conlioIIing saIes docunenls. SaIes docunenl lype, ilen calegoiy, and
scheduIe Iine calegoiy aIIov you lo conlioI saIes docunenls in delaiI al
any IeveI lo neel youi lusiness iequiienenls.
In lhis unil you viII idenlify aII lhe scheduIe Iine calegoiy conlioIs and
scheduIe Iine calegoiy deleininalion.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi scheduIe
Iine calegoiies
- Configuie youi sellings so lhal scheduIe Iine calegoiies aie
aulonalicaIIy assigned lo each saIes docunenl ilen
Unit Contents
Lesson: Functions and Customizing of Schedule Line Categories . . . . . .209
Procedure: Display Schedule Line Categories . . . . . . . . . . . . . . . . . . . . . . . . .212
Demonstration: Schedule Line Category Functions . . . . . . . . . . . . . . . . . . .213
Procedure: Schedule Line Category Functions . . . . . . . . . . . . . . . . . . . . . . . .215
Procedure: Schedule Line Category Assignment . . . . . . . . . . . . . . . . . . . . . .217
Demonstration: Schedule Line Category Determination . . . . . . . . . . . . .217
April 2003 © 2002 SAP AG. All rights reserved. 207
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
Exercise 10: Functions and Customizing of Schedule Line
Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221
208 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
Lesson:
168
Functions and Customizing of ScheduIe Line
Categories
Lesson Duialion: 1 houis
Lesson Overview
The scheduIe Iine calegoiy is lhe lhiid cuslonizing oljecl avaiIalIe foi
conlioIIing saIes docunenls. SaIes docunenl lype, ilen calegoiy, and
scheduIe Iine calegoiy aIIov you lo conlioI saIes docunenls in delaiI al
any IeveI lo neel youi lusiness iequiienenls.
In lhis Iesson, you viII idenlify aII lhe scheduIe Iine calegoiy funclions and
scheduIe Iine calegoiy deleininalion.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi scheduIe
Iine calegoiies
- Configuie youi sellings so lhal scheduIe Iine calegoiies aie
aulonalicaIIy assigned lo each saIes docunenl ilen
Slail ly leIIing lhe pailicipanls vhy scheduIe Iine calegoiy is used.
Cuslonizing foi scheduIe Iine calegoiy conlioIs lhe lehavioi of a saIes
docunenl al lhe scheduIe Iine IeveI.
Whelhei oi nol you peifoin avaiIaliIily checks and liansfei iequiienenls
aie jusl a fev of lhe conlioIs avaiIalIe al lhe scheduIe Iine calegoiy IeveI.
The scheduIe Iine calegoiy aIso conlains inpoilanl infoinalion foi lhe
inleiface lo invenloiy nanagenenl.
The novenenl lype conlains inpoilanl infoinalion foi lhe inleiface
lo invenloiy nanagenenl. You can find delaiIed heIp iegaiding lhe
novenenl lype via lhe nenu palh Ma|cria|s Managcncn|→|ntcn|crq
Managcncn| →Mctcncn| Tqpcs in lhe IMC.
To geneiale puichase iequisilions aulonalicaIIy in MM (puichasing) you
use lhe fieIds Oidei lype, Iuich. ieq. vilh deI. ScheduIing, Ilen calegoiy
and Accounl assignnenl in lhe ScheduIe Iine calegoiy. These fieIds aie
used in lhiid-paily oidei piocessing oi individuaI cuslonei puichase
oidei (foi exanpIe scheduIe Iine calegoiy CS).
AvaiIaliIily checks and liansfei of iequiienenls have nol yel leen coveied
in lhe liaining couises lul lheie is a CD (cusloneis can seaich foi il undei
KnovIedge Iioducls and AvaiIaliIily Check in OSS), Iuichase oidei
nunlei: 5OO 15 3OO
April 2003 © 2002 SAP AG. All rights reserved. 209
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
Business ExampIe
Changes lhal affecl lhe enliie Iogislics piocess aie laking pIace al youi
conpany, IDLS AC.
One of lhe inleifaces lo lhe olhei Iogislics noduIes iepiesenls lhe scheduIe
Iines of lhe saIes docunenls. As a iesuIl, you have lo find oul aloul lhe
conlioI paianeleis and lhe aulonalic deleininalion of lhe scheduIe Iine
calegoiies.
ExampIes of ScheduIe Line Categories
Diffeienl scheduIe Iine calegoiies aie deIiveied vilh SAI R/3 SD lo
piovide diffeienl conlioI oplions foi ilens lhioughoul lhe saIes piocess.
You can use lhen as-is, oi as lenpIales foi ciealing youi ovn scheduIe
Iine calegoiies.
Figure 40: ExampIes of ScheduIe Line Categories
The scheduIe Iine calegoiy is defined vilh a lvo-chaiaclei key. The
slandaid syslen aIieady incIudes keys lhal oflen indicale lhe usage of
lhe scheduIe Iine calegoiy.
The fiisl chaiaclei indicales lhe saIes piocess in vhich lhe scheduIe Iine
calegoiy is used.
A = Inquiiy, ß= Quolalion
C = Oidei, D= Reluins
The second chaiaclei in lhe key indicales vhal happens lo lhe scheduIe
Iine vilhin Iogislics.
210 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
T= No invenloiy nanagenenl, X= No invenloiy nanagenenl vilh
goods issue
N= No naleiiaIs pIanning, I= MaleiiaI iequiienenls pIanning
V= Consunplion-lased pIanning
You can decide if you vouId Iike lo keep lhe slandaid keys oi define youi
ovn.
April 2003 © 2002 SAP AG. All rights reserved. 211
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
170
DispIay ScheduIe Line Categories
1. Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|.
2. SeIecl SAP Rcfcrcncc |MG.
3. Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs dccuncn|s →Scncdu|c |incs →
Dcfinc Scncdu|c |inc Ca|cgcrics.
ScheduIe Line Category Functions
ScheduIe Iines conlain deIiveiy dales and quanlilies, as veII as infoinalion
aloul iequiienenls liansfei and invenloiy nanagenenl. They aie a
pieiequisile foi deIiveiing naleiiaIs.
Figure 41: ScheduIe Line Category
In Cuslonizing foi scheduIe Iine calegoiies, you decide if you viII aIIov
scheduIe Iines foi lhe ilen. You can assign scheduIe Iine calegoiies lo
each ilen calegoiy. ßy defining a scheduIe Iine calegoiy, you deleinine
vhich scheduIe Iines aie acluaIIy ieIevanl foi deIiveiy. You nusl aclivale
lhe rc|ctan| |c dc|itcrq indicaloi if you vanl lhe goods lo le physicaIIy
deIiveied.
You can deaclivale iequiienenls liansfei and avaiIaliIily checks al lhe
scheduIe Iine IeveI.
If you aclivale a deIiveiy lIock in lhe scheduIe Iine calegoiy, lhis lIock is
aulonalicaIIy sel al lhe scheduIe Iine IeveI in lhe saIes docunenl.
212 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
In lhe scheduIe Iine calegoiy, you sel lhe mnvcmcnt typc lo conlioI vhich
changes lo quanlilies and vaIues aie posled lo invenloiy accounling.
Invenloiy nanagenenl is iesponsilIe foi nainlaining lhe novenenl lypes.
Movenenl lypes have leen configuied foi aII piocesses in SAI R/3 SD.
A pieiequisile foi lhe puichase oidei is a puichase iequisilion, vhich can
le aulonalicaIIy geneialed fion lhe saIes docunenl. To do lhis, you nusl
configuie lhe puichase oidei lype, as veII as ilen and accounl assignnenl
calegoiies, in lhe puichase oidei.
Demonstration: ScheduIe Line Category Functions
Purpose
Denonsliale lhe diffeienl scheduIe Iine calegoiies in lhe IMC. Discuss
inpoilanl fieIds in lhe scheduIe Iine calegoiy. LxanpIe: ieIevanl foi
deIiveiy, novenenl lype, liansfei, inconpIelion pioceduie, iequiienenls,
and avaiIaliIily checking. The inconpIelion pioceduie viII le discussed
in delaiI in a Ialei unil. Use I1 and I4 on lhe fieIds as you discuss lhe
use of each fieId. Discuss lhe lusiness and lechnicaI dislinclions lelveen
scheduIe Iine calegoiies. Nole: To expIain lhe affecls of lhe diffeienl enliies
foi a fieId, you can use Ncx| cn|rics(icon) lo go fion scheduIe Iine calegoiy
CI (deleininislic MRI) lo anolhei scheduIe Iine calegoiy. Sone exanpIes
of scheduIe Iine calegoiies: The Ilen ieIevanl foi deIiveiy fieId is aclivaled
foi scheduIe Iine calegoiy CI lul nol foi ßN (quolalions). This is lecause
lhis scheduIe Iine is onIy used as a lenpIale foi a scheduIe Iine in lhe saIes
oidei. A quole viII nol le deIiveied.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: Make a copy of lhe scheduIe Iine calegoiy CV
and CI. CaII il anylhing you Iike lhal slails vilh a Z. Sludenls sonelines
change lhe sellings foi lhese vhiIe doing lheii exeicises.
Nntc: Wain lhe sludenls lefoie lhey slail lheii exeicise lhal lhey
viII nol le ciealing a scheduIe Iine calegoiy, lhey viII onIy le
dispIaying. TeII lhen if lhe syslen ask lhen lo save vhen lhey
lack oul of lhe lalIe, lo say ¨NO¨.
1. SeIecl Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG
April 2003 © 2002 SAP AG. All rights reserved. 213
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
SeIecl Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs dccuncn|s →Scncdu|c
|incs →Dcfinc Scncdu|c |inc Ca|cgcrics
SeIecl scheduIe Iine calegoiy CV
SeIecl lhe nagnifying gIass (icon)
SeIecl I1 and I4 on lhe diffeienl fieIds lo nake lhe sludenls avaie of
lhe fieId use and oplions.
214 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
172
ScheduIe Line Category Functions
1. Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|.
2. SeIecl SAP Rcfcrcncc |MG.
3. Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs dccuncn|s →Scncdu|c |inc →
Scncdu|c |inc Ca|cgcrics.
4. SeIecl scheduIe Iine calegoiy CV (oi a scheduIe Iine calegoiy of youi
choice).
5. SeIecl Dc|ai|s.
6. SeIecl |1 on lhe diffeienl fieIds lo viev heIp iegaiding lhe use of lhe
fieId. SeIecl |4 lo viev lhe oplions and vaIid dala lhal can le inpul
inlo lhe fieId.
ControIIing ScheduIe Lines in SaIes Documents
Figure 42: ControIIing ScheduIe Lines in SaIes Documents
A quolalion is used lo infoin a cuslonei of a negolialed piice. The
cuslonei has nol yel pIaced an oidei. Since lheie is no oidei, lhe scheduIe
Iines in a quolalion aie nol ieIevanl foi deIiveiy. The iequiienenls liansfei
is inaclive and lheie is no goods novenenl necessaiy in youi vaiehouse,
so no novenenl lype is needed.
Since scheduIe Iines fion calegoiy CI geneiale deIiveiy ilens in lhe saIes
oidei, lhe rc|ctan| |c dc|itcrq indicaloi is aclivaled. The iequiienenls
liansfei is aclive in lhe scheduIe Iine calegoiy. ConpIele Cuslonizing foi
iequiienenls liansfei (foi exanpIe, foi iequiienenls pIanning) iequiies
you lo define and assign lhe iequiienenls cIass. The goods novenenl
April 2003 © 2002 SAP AG. All rights reserved. 215
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
is conlioIIed ly novenenl lype 6O1. Wilh lhis novenenl lype, vhen
lhe goods issue foi lhe deIiveiy is posled, lhe quanlily shipped is laken
fion uniesliicled use slocks.
If you vanl a ieluins deIiveiy lo foIIov a ieluin oidei, you need a scheduIe
Iine calegoiy lhal is ieIevanl foi deIiveiy. In lhis case, liansfeiiing
iequiienenls is nol necessaiy. Movenenl lype 651 enalIes you lo nake
suie lhal goods ieceipl goes lo lIocked slock ieluins.
Assign ScheduIe Line Category to Item Category
ScheduIe Iine calegoiies aie assigned lo ilen calegoiies.
The puipose of lhis assignnenl is lo:
- Configuie lhe syslen lo piopose a scheduIe Iine calegoiy
aulonalicaIIy vhen you cieale an oidei
- Deleinine lhe scheduIe Iine calegoiies lhal nay le used inslead of
lhe syslen pioposaI
Figure 43: Assign ScheduIe Line Category to Item Category
The assignnenl is infIuenced ly lhe naleiiaI iequiienenls pIanning
(MRI) lype in lhe naleiiaI naslei iecoid.
The syslen lakes lvo sleps lo aulonalicaIIy deleinine lhe scheduIe Iine
calegoiy. Iiisl, lhe syslen liies lo deleinine lhe scheduIe Iine calegoiy
using lhe key conlinalion of ilen calegoiy and MRI lype. If no scheduIe
Iine calegoiy is found, lhe syslen seaiches lhe lalIe in Cuslonizing foi lhe
key conlinalion of ilen calegoiy vilh no MRI lype.
216 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
174
ScheduIe Line Category Assignment
1. Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|.
2. SeIecl SAP Rcfcrcncc |MG.
3. Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs dccuncn|s →Scncdu|c |incs→
Assign Scncdu|c |inc Ca|cgcrics.
4. SeIecl Pcsi|icn.
5. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Namc Input Data
||cn ca|cgcrq TAN
MRP |qpc VM
Nntc: The syslen deleinines scheduIe Iine calegoiy CV.
Dc|ai|s viII dispIay aII aIleinalive scheduIe Iine calegoiies,
if any exisl.
6. Choose Pcsi|icn.
7. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Namc Input Data
||cn ca|cgcrq TAN
MRP |qpc should be blank
Nntc: The syslen deleinines scheduIe Iine calegoiy CI. If lhe
syslen did nol find an MRI lype in lhe naleiiaI naslei, a
scheduIe Iine calegoiy can sliII le deleinined.
Demonstration: ScheduIe Line Category Determination
Purpose
Denonsliale lo lhe sludenls hov lhe scheduIe Iine calegoiy is deleinined.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
April 2003 © 2002 SAP AG. All rights reserved. 217
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
5ct up InstructInns:
Nntc: Wain lhe sludenls lefoie lhey slail lheii exeicise lhal lhey
viII nol le ciealing a scheduIe Iine calegoiy deleininalion, lhey
viII onIy le dispIaying. TeII lhen if lhe syslen ask lhen lo save
vhen lhey lack oul of lhe lalIe, lo say ¨NO¨.
1. Cieale an oidei
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
2. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Namc Input Data
Dccuncn| |qpc OR
Cus|cncr 2006
Ma|cria| M-10
Quan|i|q 10 pcs
3. Shov lhe ilen calegoiy lhal is deleinined, TAN.
4. SeIecl Scncdu|c |inc icon
5. Shov lhe scheduIe Iine calegoiy lhal is deleinined, CV.
6. ßianch fion lhe oidei lo lhe naleiiaI naslei and shov lhe MRP |qpc
fieId |ntircnncn| →Disp|aq Ma|cria|
7. SeIecl lhe MRP 1 lal
: (VM)
8. CaII up lhe Assign ScheduIe Line Calegoiies in lhe IMC and access
lhe calegoiy vilh lhe key you deleinined in lhe saIes docunenl.
Tcc|s →Accc|cra|cdSAP →Cus|cnizing →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon →Sa|cs and Dis|riou|icn →Sa|cs
→Sa|cs dccuncn|s →Scncdu|c |incs→Assign Scncdu|c |inc Ca|cgcrics
Choose Pcsi|icn
9. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Namc Input Data
||cn ca|cgcrq TAN
MRP |qpc VM
218 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
1O.
Nntc: The syslen deleinines scheduIe Iine calegoiy CV.
The DelaiIs (icon) viII dispIay aII aIleinalive scheduIe Iine
calegoiies if any exisl.
11. OplionaI: Renove lhe MRI lype VM fion youi M-1O naleiiaI and
lhen cieale anolhei oidei and shov lhe scheduIe Iine calegoiy (CI)
lhal is deleinined. Il is veiy inpoilanl lhal lhe sludenls knov lhal a
scheduIe Iine calegoiy can le deleinined vilhoul lhe MRI lype.
April 2003 © 2002 SAP AG. All rights reserved. 219
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
220 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
175 Exercise 10: Functions and Customizing
of ScheduIe Line Categories
Lxeicise Duialion: 3O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi scheduIe
Iine calegoiies
- Configuie youi sellings so lhal scheduIe Iine calegoiies aie
aulonalicaIIy assigned lo each saIes docunenl ilen
Business ExampIe
The scheduIe Iines conlain deIiveiy quanlilies and dales foi a saIes
docunenl ilen. Lalei in lhe lusiness piocess, a scheduIe Iine can eilhei
cieale an ilen in a deIiveiy, oi il can liansfei lhe dala lo a sulsequenl saIes
docunenl. You use lhe scheduIe Iine calegoiy lo decide, foi exanpIe,
vhelhei lhe syslen shouId check avaiIaliIily oi liansfei iequiienenls
foi lhal scheduIe Iine.
System Data
5ystcm: Ioi Iuluie Use.
C!Icnt: Ioi Iuluie Use.
Uscr ID: Ioi Iuluie Use.
Passwnrd: Ioi Iuluie Use.
5ct up InstructInns:
1. None
Task 1
Cuslonei T-562A##iequesls a quolalion foi 10 unils of naleiiaI T-ATA##.
1. Lnlei lhe quolalion vilh puichase oidei nunlei ##LO605-QT02. The
quolalion shouId le vaIid foi a nonlh.
2. On vhal dale vas lhe deIiveiy of lhe scheduIe Iine confiined`
3. Which ilen and scheduIe Iine calegoiies have leen deleinined`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 221
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
4. Hov does lhe scheduIe Iine calegoiy conlioI lhis scheduIe Iine`
HInt: Open a nev session ly seIecling lhe Crca|c a ncu Scssicn
icon. Navigale lo lhe IMC lo ieviev lhe scheduIe Iine calegoiy
conlioI.
5. Tiy lo deIivei lhe quolalion (change lhe deIiveiy seIeclion dale lo lvo
veeks fion loday). Can you do il`
Nntc: If you Iefl lhe quolalion scieen you viII need lo go
lack in lo lhe quole in change node: |cgis|ics →Sa|cs and
Dis|riou|icn →Sa|cs →Quc|a|icn →Cnangc.
Task 2
Check lhe conlioIs of lhe scheduIe Iine calegoiies Iisled in lhe lalIe.
1. ConpIele lhe foIIoving lalIe lased on youi findings.
5chcd.
!Inc.cat.
Dc-
scrIp-
tInn
Mnvcmcnt
typc
Itcm
rc!.f.d!v.
Rcq./
Asscmb!y
AvaI!abI!Ity
AT
ßN
ßI
CV
CI
DN
Task 3
Aflei a conpiehensive check of lhe quolalion you ciealed in Task 1
(puichase oidei nunlei ##LO605-QT02), cuslonei T-562A##pIaces an
oidei, iefeiencing lheii quole.
1. Lnlei a slandaid oidei (OR) vilh iefeience lo lhe quolalion ciealed
in Task 1 (puichase oidei nunlei ##LO6O5-QTO2). The nev
oidei you aie ciealing shouId le assigned puichase oidei nunlei
##LO605-OR10. Copy lhe quolalion conpIeleIy inlo lhe oidei.
2. On vhal dale vas lhe deIiveiy of lhe scheduIe Iine confiined`
3. Which ilen and scheduIe Iine calegoiies have leen deleinined`
Ccn|inucd cn ncx| pagc
222 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
4. Save lhe oidei and iecoid lhe docunenl nunlei.
5. Hov does lhe scheduIe Iine calegoiy conlioI lhis scheduIe Iine`
6. Tiy lo deIivei lhe oidei. Can you do il`
7. Which oidei scieens conlain infoinalion aloul lhe novenenl lype
and deIiveiy lIocks Iinked lo scheduIe Iines`
Task 4
Reviev lhe scheduIe Iine calegoiy deleininalion.
1. ConpIele lhe foIIoving lalIe lased on youi findings.
Itcm
catcgnry
MRP typc Prnpnscd
schcdu!c
!Inc
catcgnry
Manua!
schcdu!c
!Inc
catcgnry
Manua!
schcdu!c
!Inc
catcgnry
ItCa Typ 5chLD M5LCa M5LCa
AIN
AIN ND
ACN
TAN
TAN VM
TANN ND
RLN
KßN
KLN
Task 5
Idenlify hovlhe scheduIe Iine is deleinined if lhe MRI lype does nol exisl.
1. Which scheduIe Iine calegoiy does lhe syslen deleinine foi an ilen
calegoiy TAN if lhe MRI lype foi lhe naleiiaI is P3 (MRP fIxIng
typc ~3-)`
2. Which seaich key does lhe syslen use`
April 2003 © 2002 SAP AG. All rights reserved. 223
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
SoIution 10: Functions and Customizing
of ScheduIe Line Categories
Task 1
Cuslonei T-562A##iequesls a quolalion foi 10 unils of naleiiaI T-ATA##.
1. Lnlei lhe quolalion vilh puichase oidei nunlei ##LO605-QT02. The
quolalion shouId le vaIid foi a nonlh.
a) Cieale lhe quolalion: |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs
→Quc|a|icn →Crca|c.
l) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc QT
Sc|d-|c Par|q T-S62A##
Purcn.crdcr nc. ##LO605-QT02
Ma|cria| T-ATA##
Ordcr Quan|i|q 10 pcs
Va|id |c one month from today
2. On vhal dale vas lhe deIiveiy of lhe scheduIe Iine confiined`
a) SeIecl lhe ilen and choose Scncdu|c |incs fcr i|cn. Look al lhe
confiined dale.
3. Which ilen and scheduIe Iine calegoiies have leen deleinined`
a) Ilen calegoiy: AGN 5tandard Itcm
ScheduIe Iine calegoiy: BV CnnsumptInn MRP
Nntc: You can viev lhe ilen calegoiy on lhe Crca|c
Quc|a|icn. Otcrticu scieen, Sa|cs lal, eighlh coIunn
ovei (IlCa).
You can viev lhe scheduIe Iine calegoiy via Scncdu|c |incs
fcr i|cn, 1Olh coIunn ovei (Sch.).
Ccn|inucd cn ncx| pagc
224 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
4. Hov does lhe scheduIe Iine calegoiy conlioI lhis scheduIe Iine`
HInt: Open a nev session ly seIecling lhe Crca|c a ncu Scssicn
icon. Navigale lo lhe IMC lo ieviev lhe scheduIe Iine calegoiy
conlioI.
a) Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Scncdu|c
|inc→Dcfinc Scncdu|c |inc Ca|cgcrics.
d) SeIecl lhe scheduIe Iine calegoiy (ßV) you found in lhe saIes
oidei.
e) SeIecl Dc|ai|s.
FIc!d Data
||cn rc|.f.d|t. Deaclivaled (nol checked)
Rcq./Asscno|q Deaclivaled (nol checked)
Atai|aoi|i|q Cncc| Deaclivaled (nol checked)
5. Tiy lo deIivei lhe quolalion (change lhe deIiveiy seIeclion dale lo lvo
veeks fion loday). Can you do il`
Nntc: If you Iefl lhe quolalion scieen you viII need lo go
lack in lo lhe quole in change node: |cgis|ics →Sa|cs and
Dis|riou|icn →Sa|cs →Quc|a|icn →Cnangc.
a) Sa|cs dccuncn| →Dc|itcr.
l) Lnlei lhe iequiied dala fion lhe lalIe leIov, if iequesled.
FIc!d Data
Snipping Pcin| 1200
Sc|cc|icn Da|c two weeks from today
c) SeIecl |n|cr.
No. The scheduIe Iines of lhe quolalion aie nol ieIevanl foi
deIiveiy.
Task 2
Check lhe conlioIs of lhe scheduIe Iine calegoiies Iisled in lhe lalIe.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 225
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
1. ConpIele lhe foIIoving lalIe lased on youi findings.
5chcd.
!Inc.cat.
Dc-
scrIp-
tInn
Mnvcmcnt
typc
Itcm
rc!.f.d!v.
Rcq./
Asscmb!y
AvaI!abI!Ity
AT
ßN
ßI
CV
CI
DN
a) Check lhe conlioIs of lhe scheduIe Iine calegoiies: Tcc|s →
Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Scncdu|c |incs
→Dcfinc Scncdu|c |inc Ca|cgcrics.
d) SeIecl lhe scheduIe Iine calegoiies fion lhe lalIe in youi exeicise.
e) SeIecl Dc|ai|s. You can ieviev lhe conlioIs foi aII lhe scheduIe
Iines ly using lhe Ncx| cn|rq icon.
5chcd.
!Inc.cat.
DcscrIp-
tInn
Mnvc-
mcnt typc
Itcm
rc!.f.d!v.
Rcq./ As-
scmb!y
AvaI!abI!-
Ity
AT Inquiiy
Sched.Iine
ßN No MRI
ßI Delei-
ninislic
MRI
X X
CV Con-
sunp-
lion
MRI
6O1 X X X
CI Delei-
ninislic
MRI
6O1 X X X
DN Reluins 651 X
Ccn|inucd cn ncx| pagc
226 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
Task 3
Aflei a conpiehensive check of lhe quolalion you ciealed in Task 1
(puichase oidei nunlei ##LO605-QT02), cuslonei T-562A##pIaces an
oidei, iefeiencing lheii quole.
1. Lnlei a slandaid oidei (OR) vilh iefeience lo lhe quolalion ciealed
in Task 1 (puichase oidei nunlei ##LO6O5-QTO2). The nev
oidei you aie ciealing shouId le assigned puichase oidei nunlei
##LO605-OR10. Copy lhe quolalion conpIeleIy inlo lhe oidei.
a) Cieale lhe saIes oidei: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs
→Ordcr →Crca|c.
l) SeIecl Crca|c ui|n rcfcrcncc and enlei lhe nunlei of lhe quolalion,
oi seaich foi lhe quolalion using |4 on lhe quolalion fieId.
c) Choose Ccpq.
d) Lnlei lhe puichase oidei nunlei, ##LO605-OR10.
2. On vhal dale vas lhe deIiveiy of lhe scheduIe Iine confiined`
a) SeIecl lhe ilen and choose Scncdu|c |incs fcr i|cn.
3. Which ilen and scheduIe Iine calegoiies have leen deleinined`
a) Ilen calegoiy: TAN
ScheduIe Iine calegoiy: CV
Nntc: You can viev lhe ilen calegoiy on lhe Crca|c Ordcr.
Otcrticu scieen, Sa|cs lal, eighlh coIunn ovei (IlCa).
You can viev lhe scheduIe Iine calegoiy via Scncdu|c |incs
fcr i|cn, 1Olh coIunn ovei (Sch.).
4. Save lhe oidei and iecoid lhe docunenl nunlei.
a) SeIecl Satc. A docunenl nunlei viII le geneialed.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 227
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
5. Hov does lhe scheduIe Iine calegoiy conlioI lhis scheduIe Iine`
a) Check lhe conlioIs of lhe scheduIe Iine calegoiy: Tcc|s →
Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Scncdu|c |incs
→Dcfinc Scncdu|c |inc Ca|cgcrics.
d) SeIecl lhe scheduIe Iine calegoiy CV.
e) SeIecl Dc|ai|s lo ieviev lhe conlioIs.
5chcd.
!Inc.cat.
DcscrIp-
tInn
Mnvc-
mcnt typc
Itcm
rc!.f.d!v.
Rcq./ As-
scmb!y
AvaI!abI!-
Ity
CV Con-
sunp-
lion
MRI
6O1 X X X
6. Tiy lo deIivei lhe oidei. Can you do il`
a) CaII up lhe oidei: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →
Ordcr →Cnangc.
l) Lnlei lhe puichase oidei nunlei (##LO605–OR10) and seIecl
Scarcn.
c) SeIecl lhe saIes docunenl lhal ieIales lo lhe puichase oidei
nunlei.
d) SeIecl |n|cr.
e) Sa|cs dccuncn| →Dc|itcr.
Yes, lecause lhe ilen calegoiy (TAN) aIIovs foi scheduIe Iines
and lhe scheduIe Iine calegoiy (CV) is ieIevanl foi deIiveiy.
7. Which oidei scieens conlain infoinalion aloul lhe novenenl lype
and deIiveiy lIocks Iinked lo scheduIe Iines`
a) SeIecl lhe ilen and choose Scncdu|c |incs fcr i|cn.
l) SeIecl lhe scheduIe Iine ilen lhal is confiined and choose
Scncdu|c |inc dc|ai|s oi seIecl lhe Prccurcncn| oi Snipping lullons.
The novenenl lype is Iocaled on lhe Prccurcncn| lal.
The deIiveiy lIock is Iocaled on lhe Snipping lal
Task 4
Reviev lhe scheduIe Iine calegoiy deleininalion.
1. ConpIele lhe foIIoving lalIe lased on youi findings.
Ccn|inucd cn ncx| pagc
228 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
Itcm
catcgnry
MRP typc Prnpnscd
schcdu!c
!Inc
catcgnry
Manua!
schcdu!c
!Inc
catcgnry
Manua!
schcdu!c
!Inc
catcgnry
ItCa Typ 5chLD M5LCa M5LCa
AIN
AIN ND
ACN
TAN
TAN VM
TANN ND
RLN
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 229
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
Itcm
catcgnry
MRP typc Prnpnscd
schcdu!c
!Inc
catcgnry
Manua!
schcdu!c
!Inc
catcgnry
Manua!
schcdu!c
!Inc
catcgnry
KßN
KLN
a) Check lhe scheduIe Iine calegoiy deleininalion: Tcc|s →
Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Scncdu|c |incs
→Assign Scncdu|c |inc Ca|cgcrics.
d) SeIecl lhe scheduIe Iine calegoiies fion lhe lalIe.
e) SeIecl Dc|ai|s. You can ieviev lhe conlioIs foi lhe seIecled
scheduIe Iines ly using lhe ncx| cn|rq icon.
Itcm
catcgnry
MRP typc Prnpnscd
schcdu!c
!Inc
catcgnry
Manua!
schcdu!c
!Inc
catcgnry
Manua!
schcdu!c
!Inc
catcgnry
ItCa Typ 5chLD M5LCa M5LCa
AIN AT ßI
AIN ND AT
ACN ßN ßI
TAN CI
TAN VM CV
TANN ND CN
RLN DN
KßN L1 LO
KLN C1 CO
Task 5
Idenlify hovlhe scheduIe Iine is deleinined if lhe MRI lype does nol exisl.
Ccn|inucd cn ncx| pagc
230 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Functions and Customizing of ScheduIe Line Categories
1. Which scheduIe Iine calegoiy does lhe syslen deleinine foi an ilen
calegoiy TAN if lhe MRI lype foi lhe naleiiaI is P3 (MRP fIxIng
typc ~3-)`
a) Check lhe scheduIe Iine calegoiy deleininalion: Tcc|s →
Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Scncdu|c |incs
→Assign Scncdu|c |inc Ca|cgcrics.
d) SeIecl Pcsi|icn.
e) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
||cn Ca|cgcrq TAN
MRP Tqpc P3
No expIicil enliies aie nainlained foi lhe ilen calegoiy (TAN)
and lhe MRI lype (I3) in lhe assignnenl lalIe.
In lhis case, lhe syslen checks vhelhei an enliy vilhoul a
definilion of MRI lype exisls foi lhe invoIved ilen calegoiy.
2. Which seaich key does lhe syslen use`
a) SeIecl Pcsi|icn.
l) Lnlei lhe iequiied dala fion lhe lalIe leIov.
IieId Dala
||cn Ca|cgcrq TAN
MRP Tqpc leave blank
Seaich keys used: Itcm Catcgnry (TAN) and MRP Typc (lIank).
ScheduIe Iine calegoiy found: CP
April 2003 © 2002 SAP AG. All rights reserved. 231
Unit 6: ControIIing SaIes Documents with ScheduIe Line Categories SCM605
Lesson Summary
You shouId nov le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi scheduIe
Iine calegoiies
- Configuie youi sellings so lhal scheduIe Iine calegoiies aie
aulonalicaIIy assigned lo each saIes docunenl ilen
ReIated Information
- hllp://heIp.sap.con
- vvv.seaichsap.con
232 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Unit Summary
Unit Summary
You shouId nov le alIe lo:
- Idenlify and expIain lhe inpoilanl conlioI paianeleis foi scheduIe
Iine calegoiies
- Configuie youi sellings so lhal scheduIe Iine calegoiies aie
aulonalicaIIy assigned lo each saIes docunenl ilen
ReIated Information
Ioi noie infoinalion iegaiding scheduIe Iine calegoiies, ieviev lhe SAI
heIp fiIes al hllp://heIp.sap.con.
April 2003 © 2002 SAP AG. All rights reserved. 233
Unit Summary SCM605
234 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
189
Test Your KnowIedge
1. The MRI lype in lhe naleiiaI naslei is iequiied in oidei lo deleinine
lhe scheduIe Iine calegoiy.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
2. The scheduIe Iine calegoiy is deleinined in lhe
saIes docunenl lased on ilen calegoiy ilen calegoiy oi
MRI lype (fion lhe naleiiaI naslei) MRI lype (fion lhe naleiiaI naslei),
and ilen calegoiy ilen calegoiy.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
3. Can you cieale youi ovn scheduIe Iine calegoiies`
April 2003 © 2002 SAP AG. All rights reserved. 235
Test Your KnowIedge SCM605
190
Answers
1. The MRI lype in lhe naleiiaI naslei is iequiied in oidei lo deleinine
lhe scheduIe Iine calegoiy.
Answcr: IaIse
The scheduIe Iine calegoiy can le deleinined lased on lhe ilen
calegoiy in lhe saIes docunenl. The MRI lype is nol iequiied. A
lIank MRP |qpc fieId in lhe naleiiaI naslei is a vaIid selling foi
deleinining lhe scheduIe Iine calegoiy.
2. The scheduIe Iine calegoiy is deleinined in lhe saIes docunenl lased
on ilen calegoiy oi MRI lype (fion lhe naleiiaI naslei), and ilen
calegoiy.
Answcr: ilen calegoiy, MRI lype (fion lhe naleiiaI naslei), ilen
calegoiy
ScheduIe Iine calegoiy deleininalion is lased piinaiiIy on lhe ilen
calegoiy, lul aIso on lhe MRI lype, if il is avaiIalIe.
3. Can you cieale youi ovn scheduIe Iine calegoiies`
Answcr: Yes
Diffeienl scheduIe Iine calegoiies aie deIiveied vilh lhe syslen lo
suppoil diffeienl lusiness piocesses. You can use lhen as exanpIes,
oi as lenpIales foi ciealing youi ovn scheduIe Iine calegoiies.
236 © 2002 SAP AG. All rights reserved. April 2003
Unit 7
191 Data FIow
I lhink lhis unil puIIs lhe pievious lhiee unils logelhei. I usuaIIy liy lo
covei lhis unil lhe sane day I covei lhe docunenl lype, ilen calegoiy
and scheduIe Iine calegoiy. If you nusl slail lhis unil on lhe nexl day do
a quick ieviev of lhe docunenl lype, ilen calegoiy and scheduIe Iine
calegoiy conlioIs lefoie slailing lhis unil.
You have finished laIking aloul lhe cuslonizing oljecls - saIes docunenl
lype, ilen calegoiy and scheduIe Iine calegoiy and hov lhey conlioI
an individuaI saIes docunenl. You nov need lo expIain hov a saIes
piocess is conlioIIed and hov dala can le liansfeiied fion a docunenl
lo a sulsequenl docunenl.
Unit Overview
A saIes piocess is iepiesenled in R/3 ly a sequence of docunenls. In lhis
unil you viII Ieain hov lhe docunenl slalus of pievious docunenls can le
updaled, vhen a nev docunenl is ciealed vilh iefeience lo an exisling
saIes docunenl, and hov dala can le liansfeiied fion one docunenl
lo a sulsequenl docunenl.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Use docunenl fIov
- LxpIain hov dala is passed lelveen saIes docunenls
- Use lhe conpIelion iuIe foi ilen calegoiies lo conlioI docunenls
ciealed vilh iefeience
- Mainlain copy conlioI sellings lhal infIuence lhe fIov of dala lelveen
saIes docunenls al headei, ilen, and scheduIe Iine IeveI
April 2003 © 2002 SAP AG. All rights reserved. 237
Unit 7: Data FIow SCM605
Unit Contents
Lesson: Understanding Document Flow and Completion Status. . . . . . . . .239
Demonstration: Completion Rule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .244
Exercise 11: Understanding Document Flow and Completion
Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247
Lesson: Copy Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .258
Procedure: Maintain Copy Control in SD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .260
Demonstration: Copy Control in SD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .261
Demonstration: Copy Controls in the Sales Document. . . . . . . . . . . . . . . .264
Demonstration: Copy Control at Header Level . . . . . . . . . . . . . . . . . . . . . . . . .265
Demonstration: Copy Control at Ìtem Category . . . . . . . . . . . . . . . . . . . . . . . .266
Demonstration: Copy Control at Schedule Line Category . . . . . . . . . . . .267
Exercise 12: Copy Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .269
238 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
Lesson:
192
Understanding Document FIow and CompIetion
Status
Lesson Duialion: 15 ninules
Lesson Overview
A saIes piocess is iepiesenled in R/3 ly a sequence of docunenls. In lhis
Iesson you viII Ieain hov lhe docunenl slalus of pievious docunenls
can le updaled, and vhen a nev docunenl is ciealed vilh iefeience lo
an exisling saIes docunenl. This is conlioIIed ly lhe conpIelion iuIe in
lhe ilen calegoiy.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Use docunenl fIov
- LxpIain hov dala is passed lelveen saIes docunenls
- Use lhe conpIelion iuIe foi ilen calegoiies lo conlioI docunenls
ciealed vilh iefeience
You have finished laIking aloul lhe cuslonizing oljecls - saIes docunenl
lype, ilen calegoiy and scheduIe Iine calegoiy and hov lhey conlioI an
individuaI saIes docunenl. You nov need lo expIain hov a saIes piocess
is conlioIIed and hov dala can le liansfeiied fion a docunenl lo a
sulsequenl docunenl. A saIes piocess is iepiesenled in lhe R/3 Syslen
ly a sequence of docunenls. You can foIIov lhe hisloiy of a pailicuIai
lusiness liansaclion ly Iooking al lhe docunenl fIov al headei and ilen
IeveI
Business ExampIe
When ciealing saIes docunenls vilh iefeience lo each olhei, lhe slalus
infoinalion in lhe pieceding docunenl shouId le conlioIIed diffeienlIy,
depending on lhe saIes piocess leing used.
You need lo nodeI lhe piocesses in docunenl fIov Iisls. Il is youi
iesponsiliIily lo figuie oul hov lhe docunenl fIov and lhe slalus updale
voik.
Create with Reference: DiaIog
You can cieale a saIes docunenl vilh iefeience lo a pieceding docunenl
fion lolh lhe iniliaI scieen and duiing docunenl piocessing, lhe piocess
is conlioIIed using a unifoin diaIog lox.
April 2003 © 2002 SAP AG. All rights reserved. 239
Unit 7: Data FIow SCM605
Figure 44: Create with Reference: DiaIog
The diaIog lox conlains lhe six lal pages fion vhich you can choose:
|nquirq, Quc|a|icn, Ordcr, Ccn|rac|, Scncdu|ing agrccncn|, and 8i||ing
dccuncn|. The defauIl lal lhal appeais vhen you fiisl caII up lhe scieen is
deleinined ly lhe syslen depending on lhe saIes docunenl calegoiy and
lhe Manda|crq rcfcrcncc fieId. The syslen lhen deleinines lhe docunenl
nunlei of lhe iequiied iefeience docunenl.
When you choose Ccpq, lhe syslen copies lhe iefeience docunenl
conpIeleIy. If you choose ||cn sc|cc|icn, you can seIecl ceilain ilens and
change lhe quanlilies lefoie lhey aie copied.
You can cieale saIes docunenls vilh iefeience lo docunenls lhal aIieady
exisl. In lhe piocess, you can specify a diffeienl iequesled deIiveiy dale
foi lhe nev docunenl. This dale is sel al lhe headei IeveI and foi aII
iefeienced ilens in lhe nev docunenl.
Create with Reference: Item SeIection
You can use lhe Sc|cc|icn |is| lullon lo seIecl one oi noie ilens in lhe
iefeienced docunenl and change lhe oidei quanlilies accoiding lo youi
cuslonei´s iequiienenls. This aIIovs you lo copy pailiaI quanlilies
diieclIy lo lhe nev docunenl. AIleinaliveIy, you can aIso copy aII of lhe
ilens and quanlilies diieclIy fion lhe pieceding docunenl.
Figure 45: Create with Reference: Item SeIection (1)
240 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
You can cieale vilh iefeience fion lolh lhe iniliaI scieen and duiing
docunenl enliy. This aIIovs you lo gioup seveiaI quolalions logelhei
in a singIe oidei.
Figure 46: Create with Reference: Item SeIection (2)
You can cieale vilh iefeience foi inquiiies, quolalions, saIes oideis,
conliacls, scheduIing agieenenls, and liIIing docunenls.
Figure 47: Create with Reference: Item SeIection (3)
To cieale vilh iefeience, you nusl fiisl configuie lhe coiiesponding copy
conlioIs.
CautInn: You shouId onIy configuie lhese conlioIs foi IogicaI
lusiness piocesses.
Create with Reference: Copy
When you cieale vilh iefeience using lhe Ccpq lullon in lhe diaIog lox,
lhe fuII quanlilies of aII ilens aie copied lo lhe sulsequenl docunenl. This
does nol incIude ilens in lhe iefeience docunenl lhal have leen pailiaIIy
oi fuIIy conpIeled.
April 2003 © 2002 SAP AG. All rights reserved. 241
Unit 7: Data FIow SCM605
Figure 48: Create with Reference: Copy
CompIetion RuIe and Reference Status
When you cieale a docunenl vilh iefeience lo pieceding docunenls,
you fiequenlIy have lo updale lhe infoinalion aloul iefeiied quanlilies
oi vaIues. To do lhis, check lhe Dccuncn| f|cu upda|c fieId al ilen IeveI
in copy conlioI.
Figure 49: CompIetion RuIe and Reference Status
242 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
In addilion, if you vanl lo iesliicl lhe iefeience lo an ilen (foi exanpIe,
onIy unliI lhe fuII quanlily in lhe pieceding docunenl has leen iefeienced),
sel lhe appiopiiale Ccnp|c|icn ru|c in lhe ilen calegoiy. The slalus of each
ilen in lhe pieceding docunenl is updaled sepaialeIy, depending on lhe
conpIelion iuIe of lhe ilen calegoiy.
Examp!cs:
- Ccnp|c|icn ru|c A.
An inquiiy ilen is given Ccnp|c|cd slalus as soon as il has leen
iefeiied lo in a quolalion. This appIies even if onIy pail of lhe
quanlily in lhe quolalion is copied.
- Ccnp|c|icn ru|c 8.
A quolalion ilen is nol given Ccnp|c|cd slalus unliI lhe conpIele
quanlily has leen copied lo lhe sulsequenl oidei. If onIy sone of lhe
quanlily is copied, lhe quolalion ilen is given lhe slalus Par|ia||q
rcfcrrcd. This aIIovs you lo conlinue ciealing oideis fion lhis ilen
unliI lhe lolaI quanlily has leen used up.
If you enlei a ieason foi iejeclion, lhe ilen ieceives Ccnp|c|cd slalus.
Document FIow
A saIes piocess is nade up of lhe sequence of individuaI piocess sleps
iecoided as docunenls. This piocess chain is sloied in lhe docunenl fIov.
Docunenl fIovs aie updaled foi lhe oveiaII docunenl and foi individuaI
ilens. You can viev aII of lhe docunenls vilhin lhe docunenl fIov in a
Iisl. In nany cases, you can lianch diieclIy lo lhe dispIay of a docunenl
and lhen ieluin lo lhe docunenl fIov.
April 2003 © 2002 SAP AG. All rights reserved. 243
Unit 7: Data FIow SCM605
Figure 50: Document FIow: List
In lhe slalus oveiviev, you can quickIy find delaiIed infoinalion aloul lhe
cuiienl slalus of lhe saIes and disliilulion piocess.
Examp!c:
- Ordcr →Dc|itcrq s|a|us.
- Dc|itcrq →Pic|ing s|a|us and/ cr →8i||ing s|a|us.
- 8i||ing dcc. →Pcs|ing s|a|us.
Demonstration: CompIetion RuIe
Purpose
To denonsliale lhe infIuence of lhe conpIelion iuIe lo lhe docunenl slalus.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
1. Cieale an Inquiiy.
Lnlei lhe iequiied dala fion lhe lalIe leIov.
244 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
FIc!d Data
Docunenl lype IN
SoId lo paily 2OO6
VaIid lo One nonlh fion loday
MaleiiaI M-1O and M-11
Quanlily 1O pcs of each naleiiaI
2. Cieale a quolalion vilh iefeience lo lhe inquiiy.
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Crca|c
Lnlei docunenl lype QT
SeIecl Crca|c ui|n Rcfcrcncc push lullon
Lnlei lhe inquiiy nunlei fion lhe pievious deno
SeIecl Sc|cc|icn |is| push lullon
Nntc: Ioinl oul lhe Ccpq push lullon. LxpIain lhal lhis oplion
viII copy aII lhe inquiiy ilens and viII nol give you an oplion
lo nake changes lo lhe quanlily oi ilens you vanl lo seIecl.
SeIecl lhe fuII quanlily of naleiiaI M-1O (1Opcs). Change lhe quanlily
of M-11 lo 5pcs.
SeIecl Ccpq icon
Nntc: DispIay docunenl fIov al headei and ilen IeveI.
SeIecl |ntircnncn| →Disp|aq →Dccuncn| ||cu
SeIecl Dccuncn| ||cu →Vicu →Hcadcr cr ||cn
3. Cieale anolhei quolalion vilh iefeience lo lhe inquiiy.
Nntc: Il is nol possilIe. Message: The iefeience oljecl has
aIieady leen conpIeleIy copied oi iejecled
ConpIelion RuIe: The docunenl slalus of pievious docunenls
can le updaled, vhen a nev docunenl is ciealed vilh
iefeience lo an exisling saIes docunenl. This is conlioIIed ly
lhe conpIelion iuIe in lhe ilen calegoiy. Discuss lhis lopic
lefoie copying conlioI.
4. CaII up slalus oveiviev foi lhe inquiiy. |cgis|ics → Sa|cs and
Dis|riou|icn →Sa|cs →|nquirq →Cnangc. Lnlei lhe inquiiy nunlei if
il does nol defauIl.
April 2003 © 2002 SAP AG. All rights reserved. 245
Unit 7: Data FIow SCM605
SeIecl S|a|us Otcrticu icon
Nntc: Slalus of ilen 2O is fuIIy iefeienced, aIlhough onIy
5 unils have leen laken. Shov conpIelion iuIe foi ilen
calegoiy AIN. ConpIelion iuIe: A Ilen has leen conpIeled
vilh fiisl iefeience.
Shov conpIelion iuIe foi ilen calegoiy ACN. ConpIelion
iuIe: ß Ilen is conpIeled if lolaI quanlily has leen iefeienced.
Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs dccuncn|s →Sa|cs
dccuncn| i|cn →Dcfinc ||cn Ca|cgcrics
SeIecl ilen calegoiy AIN and ACN
SeIecl Dc|ai|s icon
Use lhe Pagc icon lo nove lelveen lhe lvo ilen calegoiies
OplionaI: Cieale an oidei vilh iefeience lo lhe quole and
shov slalus of quole.
246 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
199 Exercise 11: Understanding Document
FIow and CompIetion Status
Lxeicise Duialion: 2O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- ConlioI hov lhe conpIelion slalus is updaled lelveen docunenls
- Tiack dala liansfei lelveen saIes docunenls and adapl il lo neel lhe
specific iequiienenls of a lusiness piocess
Business ExampIe
In each slep vilhin a lusiness piocess, you foinuIale iequiienenls lhal
lecone pieiequisiles foi lhe nexl slep.
Ioi exanpIe, you can define lhal a quolalion can onIy Iead lo an oidei
vhen:
- The soId-lo paily is idenlicaI in lolh docunenls
- The cuslonei´s oidei Iies vilhin lhe vaIidily peiiod of lhe quolalion
System Data
5ystcm: Ioi Iuluie Use. Do nol nodify lhis Iine.
C!Icnt: Ioi Iuluie Use. Do nol nodify lhis Iine.
Uscr ID: Ioi Iuluie Use. Do nol nodify lhis Iine.
Passwnrd: Ioi Iuluie Use. Do nol nodify lhis Iine.
5ct up InstructInns:
1. You viII need lo cieale an inquiiy docunenl lype lo iecoid lhe
cusloneis iequesl foi infoinalion iegaiding youi pioducls.
Task 1
You ieceive a iequesl foi infoinalion (inquiiy nunlei ##LO605-IN02)
fioncuslonei T-562A##. The cuslonei iequesls 50 unIts cach of naleiiaIs
T-ATA##and T-ATB##. The iequesled deIiveiy dale is lhe fiisl day of
lhe nexl nonlh.
1. Lnlei lhe inquiiy.
2. Save lhe inquiiy and iecoid lhe inquiiy nunlei.
3. DispIay lhe inquiiy. Whal is lhe slalus of lhe ilens in lhe inquiiy`
ConpIele lhe lalIe leIov.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 247
Unit 7: Data FIow SCM605
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc 5tatus
Headei
Ilen 1O
Ilen 2O
4. Aflei checking vilh youi naleiiaI iequiienenls pIannei conlioIIei,
you knov lhal you can offei lhe cuslonei lhe iequesled quanlily
foi naleiiaI T-ATA##, lul onIy 30 pcs of naleiiaI T-ATB##. Lnlei a
coiiesponding quolalion (puichase nunlei ##LO605-QT03) vilh
iefeience lo lhe inquiiy. The quolalion is vaIid foi a nonlh.
5. Save lhe quolalion and iecoid lhe docunenl nunlei.
6. DispIay lhe quolalion. Which changes does lhe syslen nake lo lhe
docunenl slalus` ConpIele lhe lalIe leIov.
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc
status
InquIry
Headei
Ilen 1O
Ilen 2O
QuntatInn
Headei
Ilen 1O
Ilen 2O
7. Once youi cuslonei has checked lhe quolalion, lhey oidei lhe fiisl
ilen (ilen 1O) vilh lhe conpIele quanlily in lhe quolalion, lul onIy
oidei 20 pcs of ilen 2O. Cieale a Tradc faIr##nrdcr vilh iefeience lo
lhe quolalion. The cuslonei gives you a nev puichase oidei nunlei
(##LO605-ZA##04) foi lhe Tiade faii##oidei.
8. Save lhe Tiade faii##oidei and iecoid lhe docunenl nunlei.
9. DispIay lhe QuntatInn. Which changes aie nade lo lhe slalus of lhe
quolalion`
ConpIele lhe lalIe leIov.
Ccn|inucd cn ncx| pagc
248 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
Tnta!
prnccssIng
Rcfcrcncc
status
RcjcctInn status
Headei
Ilen 1O
Ilen 2O
1O. Youi cuslonei infoins you lhal lhey do nol vanl lhe open quanlily
(1Opcs) of Itcm 20 lecause lhe pioducl is loo expensive. Rejecl lhe
ilen in lhe quolalion.
Save lhe quolalion.
11. DispIay lhe QuntatInn. Which changes aie nade lo lhe slalus of lhe
quolalion`
ConpIele lhe lalIe leIov.
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc
status
Headei
Ilen 2O
Task 2
Tiy lo cieale anolhei oidei vilh iefeience lo lhe quolalion.
1. Can you do il` Why oi vhy nol`
April 2003 © 2002 SAP AG. All rights reserved. 249
Unit 7: Data FIow SCM605
SoIution 11: Understanding Document
FIow and CompIetion Status
Task 1
You ieceive a iequesl foi infoinalion (inquiiy nunlei ##LO605-IN02)
fioncuslonei T-562A##. The cuslonei iequesls 50 unIts cach of naleiiaIs
T-ATA##and T-ATB##. The iequesled deIiveiy dale is lhe fiisl day of
lhe nexl nonlh.
1. Lnlei lhe inquiiy.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →|nquirq →Crca|c.
l) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc IN
Sc|d-|c par|q T-S62A##
Purcn.crdcr nc. (|nquirq #) ##LO605-IN02
Rcqucs|cd Dc|t. Da|c First day of next
month
||cn 10. Ma|cria| T-ATA##
||cn 20. Ma|cria| T-ATB##
Quan|i|q 50 pcs of each
2. Save lhe inquiiy and iecoid lhe inquiiy nunlei.
a) SeIecl Satc. The syslen viII geneiale an inquiiy nunlei.
3. DispIay lhe inquiiy. Whal is lhe slalus of lhe ilens in lhe inquiiy`
ConpIele lhe lalIe leIov.
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc 5tatus
Headei
Ccn|inucd cn ncx| pagc
250 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc 5tatus
Ilen 1O
Ilen 2O
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →|nquirq →Disp|aq.
l) Choose S|a|us ctcrticu.
c) Lxpand lhe foIdeis lo viev lhe slalus infoinalion.
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc
status
Headei Open Nolhing
iejecled
Nol iefeienced
Ilen 1O Open Nolhing
iejecled
Nol iefeienced
Ilen 2O Open Nolhing
iejecled
Nol iefeienced
4. Aflei checking vilh youi naleiiaI iequiienenls pIannei conlioIIei,
you knov lhal you can offei lhe cuslonei lhe iequesled quanlily
foi naleiiaI T-ATA##, lul onIy 30 pcs of naleiiaI T-ATB##. Lnlei a
coiiesponding quolalion (puichase nunlei ##LO605-QT03) vilh
iefeience lo lhe inquiiy. The quolalion is vaIid foi a nonlh.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Crca|c.
l) Lnlei QT in lhe Dccuncn| |qpc fieId.
c) SeIecl Crca|c ui|n rcfcrcncc.
d) SeIecl lhe |nquirq lal. Lnlei lhe Inquiiy nunlei oi seaich foi lhe
inquiiy nunlei using |4 on lhe inquiiy fieId.
e) SeIecl Sc|cc|icn |is|. Reduce ilen 2O lo 3O pcs.
f) SeIecl Ccpq.
g) Lnlei lhe dale of one nonlh fion loday in lhe Va|id |c fieId.
5. Save lhe quolalion and iecoid lhe docunenl nunlei.
a) SeIecl Satc. The syslen viII geneiale a docunenl nunlei.
6. DispIay lhe quolalion. Which changes does lhe syslen nake lo lhe
docunenl slalus` ConpIele lhe lalIe leIov.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 251
Unit 7: Data FIow SCM605
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc
status
InquIry
Headei
Ilen 1O
Ilen 2O
QuntatInn
Headei
Ccn|inucd cn ncx| pagc
252 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc
status
Ilen 1O
Ilen 2O
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Disp|aq.
l) SeIecl Disp|aq dccuncn| f|cu.
c) SeIecl lhe inquiiy docunenl.
d) SeIecl S|a|us ctcrticu.
e) Lxpand lhe foIdeis lo viev lhe slalus infoinalion.
f) Use lhe oac| aiiov lo ieluin lo lhe Dccuncn| f|cu scieen.
g) SeIecl lhe quolalion docunenl.
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc
status
InquIry
Headei ConpIeled Nolhing
iejecled
IuIIy
iefeienced
Ilen 1O ConpIeled Nolhing
iejecled
IuIIy
iefeienced
Ilen 2O ConpIeled Nolhing
iejecled
IuIIy
iefeienced
QuntatInn
Headei Open Nolhing
iejecled
Nol iefeienced
Ilen 1O Open Nolhing
iejecled
Nol iefeienced
Ilen 2O Open Nolhing
iejecled
Nol iefeienced
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 253
Unit 7: Data FIow SCM605
7. Once youi cuslonei has checked lhe quolalion, lhey oidei lhe fiisl
ilen (ilen 1O) vilh lhe conpIele quanlily in lhe quolalion, lul onIy
oidei 20 pcs of ilen 2O. Cieale a Tradc faIr##nrdcr vilh iefeience lo
lhe quolalion. The cuslonei gives you a nev puichase oidei nunlei
(##LO605-ZA##04) foi lhe Tiade faii##oidei.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei ZA## in lhe Dccuncn| |qpc fieId.
c) SeIecl Crca|c ui|n rcfcrcncc.
d) SeIecl lhe Quc|a|icn lal. Lnlei lhe quolalion nunlei oi seaich
foi lhe quolalion nunlei using |4 on lhe Quc|a|icn fieId.
e) SeIecl Sc|cc|icn |is| and ieduce ilen 2O lo 2O pcs.
f) SeIecl Ccpq.
g) Lnlei lhe puichase oidei nunlei, ##LO605-ZA##04, in lhe
Purcn.crdcr nc. fieId.
8. Save lhe Tiade faii##oidei and iecoid lhe docunenl nunlei.
a) SeIecl Satc. The syslen viII geneiale a docunenl nunlei.
9. DispIay lhe QuntatInn. Which changes aie nade lo lhe slalus of lhe
quolalion`
ConpIele lhe lalIe leIov.
Tnta!
prnccssIng
Rcfcrcncc
status
RcjcctInn status
Headei
Ccn|inucd cn ncx| pagc
254 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
Tnta!
prnccssIng
Rcfcrcncc
status
RcjcctInn status
Ilen 1O
Ilen 2O
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Disp|aq.
l) ChooseS|a|us ctcrticu.
c) Lxpand lhe foIdeis lo viev lhe slalus infoinalion.
Tnta!
prnccssIng
Rcfcrcncc
status
RcjcctInn
status
Headei ßeing
piocessed
IailiaIIy
iefeienced
Nolhing
iejecled
Ilen 1O ConpIeled IuIIy
iefeienced
Nolhing
iejecled
Ilen 2O ßeing
piocessed
IailiaIIy
iefeienced
Nolhing
iejecled
1O. Youi cuslonei infoins you lhal lhey do nol vanl lhe open quanlily
(1Opcs) of Itcm 20 lecause lhe pioducl is loo expensive. Rejecl lhe
ilen in lhe quolalion.
Save lhe quolalion.
a) Choose lhe Rcascn fcr rcjcc|icn lal.
l) SeIecl ieason foi iejeclion: Tcc cxpcnsitc
c) SeIecl Satc.
11. DispIay lhe QuntatInn. Which changes aie nade lo lhe slalus of lhe
quolalion`
ConpIele lhe lalIe leIov.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 255
Unit 7: Data FIow SCM605
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc
status
Headei
Ilen 2O
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Disp|aq.
l) Choose S|a|us ctcrticu.
c) Lxpand lhe foIdeis lo viev lhe slalus infoinalion.
Tnta!
prnccssIng
RcjcctInn
status
Rcfcrcncc
status
Headei ConpIeled IailiaIIy
iejecled
IailiaIIy
iefeienced
Ilen 2O ConpIeled IuIIy iejecled IailiaIIy
iefeienced
Task 2
Tiy lo cieale anolhei oidei vilh iefeience lo lhe quolalion.
1. Can you do il` Why oi vhy nol`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei ZA## in lhe Dccuncn| |qpc fieId.
c) SeIecl Crca|c ui|n rcfcrcncc.
d) SeIecl lhe Quc|a|icn lal. Lnlei lhe quolalion nunlei oi seaich
foi lhe quolalion nunlei using |4 on lhe Quc|a|icn fieId.
e) SeIecl Ccpq.
No, you cannol cieale lhe quolalion lecause il is aIieady
conpIeled.
The syslen dispIays lhe foIIoving eiioi nessage, The
reference has already been completely copied or
rejected.
256 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Understanding Document FIow and CompIetion Status
Lesson Summary
You shouId nov le alIe lo:
- Use docunenl fIov
- LxpIain hov dala is passed lelveen saIes docunenls
- Use lhe conpIelion iuIe foi ilen calegoiies lo conlioI docunenls
ciealed vilh iefeience
ReIated Information
- hllp://heIp.sap.con
- vvv.seaich.sap.con
April 2003 © 2002 SAP AG. All rights reserved. 257
Unit 7: Data FIow SCM605
Lesson:
210
Copy ControI
Lesson Duialion: 1 houis
Lesson Overview
In lhis Iesson, ve viII Ieain hov lhe saIes piocess is conlioIIed and hov
dala can le liansfeiied fion one docunenl lo a sulsequenl docunenl.
We viII ievisil docunenl lype, ilen calegoiy conlioI, and scheduIe Iine
conlioI lo gain an undeislanding of copy conlioI al each IeveI.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Mainlain copy conlioI sellings lhal infIuence lhe fIov of dala lelveen
saIes docunenls al headei, ilen, and scheduIe Iine IeveI
I usuaIIy ask lhe sludenls vhal I need lo configuie lo deIivei an ilen on a
saIes oidei. The sludenls usuaIIy say, lhe docunenl lype needs lo have
a defauIl deIiveiy lype, ilen calegoiy needs lo have lhe scheduIe Iine
aIIoved fieId fIagged and lhe scheduIe Iine calegoiy needs lo le ieIevanl
foi deIiveiy. They nevei nenlion copy conlioI. So I nenlion lo lhen lhal
aII lhose sellings aie useIess unIess lhe sel up copy conlioI lo aIIov lhis
dala lo passed lo lhe deIiveiy docunenl al lhe headei, ilen and scheduIe
Iine IeveI.
I usuaIIy viile lhe 3 sleps foi copy conlioI on lhe loaid. 5tcp 1 ) Dncs It
makc busIncss scnsc? TeII lhe sludenls lhey deleinine vhich docunenls
shouId le copied fion and lo diffeienl docunenls. Theie aie sone
slandaids in lhe syslen. Does il nakes sense lo copy fion a QT lo a
RL docunenl lype, no lul vho knovs lheii lusiness nay iequiie lhal.
If il does lhen lhe fiisl enliy in copy conlioI viII le souice and laigel
docunenls, IN lo QT, QT lo OR, OR lo LI (deIiveiy docunenl) aie jusl a
fev slandaid exanpIes. 5tcp 2 ) Cnpy rcquIrcmcnts. Whal do you vanl
lhe syslen lo check lefoie you copy lhe dala fion lhe souice docunenl lo
lhe laigel docunenl. LxanpIes: is lhe docunenl conpIele, aie lhe soId lo
pailies lhe sane, is lhe docunenl lIocked. 5tcp 3) Data transfcr rnutIncs.
This is vhal dala is leing copied aflei lhe iequiienenl checking.
OSS Noles lo ieviev, 5O441: Deleinine liIIing dale fion lhe deIiveiy dale
and 1O5512:Updale docunenl fIov.
Business ExampIe
Youi conpany, IDLS AC, has specific iequiienenls aloul hov infoinalion
is copied fion a pieceding docunenl lo a sulsequenl docunenl.
258 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Copy ControI
ßefoie defining any nev copy conlioI dala, you aie iequiied lo ieviev
lhe exisling dala.
Copy ControI in SD
In copy conlioI, you deleinine vhich docunenl lypes can le copied lo
olhei docunenl lypes.
Figure 51: Copy ControI in SD
The alove giaphic denonsliales docunenl fIov in copy conlioI, in vhich
you can cieale:
- A saIes docunenl lype fion a saIes docunenl lype (OR fion QT)
- A saIes docunenl lype fion a liIIing docunenl lype (LI fion OR)
- A liIIing docunenl lype fion a deIiveiy docunenl lype (I2 fion LI)
You can aIso cieale:
- A saIes docunenl lype fion a liIIing docunenl lype (foi exanpIe,
ciedil neno iequesl |C2j fion invoice |I1j)
- A liIIing docunenl lype fion a deIiveiy lype (foi exanpIe, invoice
|I1j fion deIiveiy |LIj)
- A liIIing docunenl lype fion a liIIing docunenl lype (foi exanpIe,
invoice canceIIalion |S1j fion invoice |I1j)
April 2003 © 2002 SAP AG. All rights reserved. 259
Unit 7: Data FIow SCM605
212
Maintain Copy ControI in SD
Use
You can define conlioI dala foi lhe fIov of docunenls. You can specify, foi
a pailicuIai saIes docunenl lype, vhich docunenl lype is lo le assigned
lo copied iefeience docunenls, and vhich ilen calegoiies oi scheduIe Iine
calegoiies aie lo le copied. You nusl aIso nake specificalions foi copying
iequiienenls and dala liansfei, as veII as quanlily and vaIue updales
in lhe docunenl fIov. This nusl le done foi each copying pioceduie al
headei, ilen and, if necessaiy, scheduIe Iine IeveI.
If you define nev saIes docunenl lypes, ilen calegoiies, oi scheduIe Iine
calegoiies ly copying exisling ones, SAI R/3 SD aulonalicaIIy copies
aII specificalions foi lhe docunenl fIov. You nay vanl lo check lhe
copy conlioIs foi nevIy ciealed saIes docunenl lypes, ilen calegoiies,
oi scheduIe Iine calegoiies.
Procedure
1. Define lo vhal exlenl you have lo nodify copy conlioI lo neel youi
iequiienenls.
2. Define lhe docunenl fIov foi saIes docunenls vilh iefeience lo saIes
docunenl lypes.
3. Define lhe docunenl fIov foi saIes docunenls vilh iefeience lo
liIIing lypes.
Nntc: ße suie lo nainlain copy conlioI foi lhe foIIoving aieas:
saIes docunenls, deIiveiies, and liIIing docunenls. If you
cannol find an enliy, check lhe heIp al hllp://heIp.sap.con. A
conpIele oveiviev of copy conlioI foi saIes can le found in
lhe seclions lilIed sa|cs dccuncn| oq sa|cs dccuncn| and oi||ing
dccuncn| oq sa|cs dccuncn|. In lhe seclion on shipping, you
can find copy conlioIs foi sa|cs dccuncn| oq dc|itcrq. In lhe
seclion on liIIing, you can find copy conlioIs foi sa|cs dccuncn|
oq oi||ing dccuncn|, dc|itcrq oq oi||ing dccuncn|, and oi||ing
dccuncn| oq oi||ing dccuncn|. The nenu palhs leIov viII assisl
you in lhe IMC.
4. Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
5. SeIecl SAP Rcfcrcncc |MG.
6. Sa|cs and Dis|riou|icn → Sa|cs → Main|ain Ccpq Ccn|rc| fcr Sa|cs
dccuncn|s.
7. SeIecl |xccu|c.
Ccn|inucd cn ncx| pagc
260 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Copy ControI
8. SeIecl Ccpqing ccn|rc|. Sa|cs dccuncn| |c sa|cs dccuncn|oi Ccpq ccn|rc|.
Sa|cs dccuncn| |c oi||ing dccuncn|.
Viev lhe souice and laigel oplions.
9. To viev copy conlioI foi shipping in lhe IMC: |cgis|ics |xccu|icn →
Snipping →Ccpq Ccn|rc|.
1O. To viev copy conlioI foi liIIing in lhe IMC: Sa|cs and Dis|riou|icn
→8i||ing →8i||ing Dccuncn|s →Main|ain Ccpq Ccn|rc| fcr 8i||ing
dccuncn|s.
Demonstration: Copy ControI in SD
Purpose
To denonsliale SD copy conlioI oplions.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: None
1. Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
2. SeIecl Sa|cs and Dis|riou|icn →Sa|cs →Main|ain Ccpq Ccn|rc| fcr Sa|cs
dccuncn|s
3. SeIecl |xccu|c icon
4. SeIecl Ccpqing ccn|rc|. Sa|cs dccuncn| |c sa|cs dccuncn|
Shov souice and laigel oplions.
Use lhe 8ac| arrcu icon
5. SeIecl Ccpq ccn|rc|. Sa|cs dccuncn| |c oi||ing dccuncn|. Shov souice
and laigel oplions.
Copy ControI for SaIes Documents
You deleinine lhe delaiIs of lhe copying pioceduie in copy conlioI.
You sel up copy conlioI foi headei, ilen, and scheduIe Iine IeveI lo nalch
lhe sliucluie of youi saIes docunenl.
April 2003 © 2002 SAP AG. All rights reserved. 261
Unit 7: Data FIow SCM605
Figure 52: Copy ControI for SaIes Documents
To conlioI lhe copying pioceduie, al each IeveI you cieale:
Data transfcr rnutIncs
These ioulines conlioI hov fieIds aie copied fion lhe iefeience
docunenl.
CnpyIng rcquIrcmcnts
Heie you define iequiienenls lhal aie checked vhen you cieale a
docunenl vilh iefeience. If lhese iequiienenls aie nol nel in a
pailicuIai case, lhe syslen issues a vaining oi eiioi nessage and if
necessaiy, leininales piocessing.
IndIcatnrs
Theie aie svilches foi selling specific conlioIs foi each liansaclion.
Ioi exanpIe, you can aclivale oi deaclivale lhe liansfei of ilen
nunleis fion lhe pieceding docunenl al lhe headei IeveI foi saIes
docunenls.
Nntc: If you enlei an invaIid vaIue oi do nol enlei a laigel vaIue al
lhe ilen and scheduIe Iine IeveIs, lhe syslen deleinines lhe laigel
fion lhe assignnenl of lhe ilen oi scheduIe Iine calegoiies. Any
vaIue you enlei nusl exisl in lhe ilen oi scheduIe Iine calegoiy
assignnenl.
262 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Copy ControI
Copy Requirements
You can sloie copying iequiienenls al eveiy IeveI in copy conlioI. Copying
iequiienenls conlain lhe specific iequiienenls foi each lusiness piocess.
The iefeience docunenl can onIy le ciealed if aII of lhese iequiienenls
have leen nel.
Figure 53: Copying Requirements
LxanpIes of copying iequiienenls lhal have leen incIuded in SAI R/3
SD aie:
- Hcadcr !cvc!: Copying iequiienenl OO1 checks, foi inslance, vhelhei
lhe soId-lo paily and lhe saIes aiea in lhe souice and laigel docunenl
aie lhe sane.
- Itcm !cvc!: Copying iequiienenl 3O1 checks, foi inslance, vhelhei
lhe ilen lhal is lo le used as a copy has a ieason foi iejeclion oi
slalus ConpIeled.
- 5chcdu!c !Inc !cvc!: Copying iequiienenl 5O1 ensuies lhal onIy
scheduIe Iines vilh an open quanlily giealei lhan zeio aie copied.
Nntc: Roulines and iequiienenls aie viillen in AßAI/4 code and
can le piocessed in Cuslonizing in SD undei Sqs|cn Mcdifica|icns
(liansaclion code VOIM). Heie you shouId check vhelhei lhe
exisling oljecls aie suilalIe. UsuaIIy you can adjusl youi syslen
quickIy ly copying lhe oljecls in lhe slandaid syslen and deIeling
oi adding Iines of code.
April 2003 © 2002 SAP AG. All rights reserved. 263
Unit 7: Data FIow SCM605
Demonstration: Copy ControIs in the SaIes Document
Purpose
Denonsliale copy conlioIs in lhe saIes docunenl
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: None
1. Cieale a quolalion foi cuslonei 2OO6
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Crca|c
2. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Namc Input Data
Docunenl lype QT
Cuslonei 2OO6
VaIidily foi one nonlh
MaleiiaI M-1O
Quanlily 1O pcs
3. Cieale an oidei foi cuslonei 2OO7
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
4. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Namc Input Data
Docunenl lype OR
Cuslonei 2OO7
5. SeIecl |n|cr lo vaIidale lhe dala
6. Cieale vilh iefeience lo quolalion
SeIecl Sa|cs dccuncn| →Crca|c ui|n Rcfcrcncc
The quolalion shouId popuIale in lo lhe quolalion fieId on lhe
quolalion lal if il doesn´l enlei lhe quolalion nunlei lhal you ciealed
in lhe pievious deno
264 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Copy ControI
SeIecl Ccpq icon
Nntc: Liioi nessage: The soId-lo pailies aie diffeienl 2OO7
and/oi 2OO6.
Demonstration: Copy ControI at Header LeveI
Purpose
To denonsliale SD copy conlioI al headei IeveI.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: None
1. Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
2. SeIecl Sa|cs and Dis|riou|icn →Sa|cs →Main|ain Ccpq Ccn|rc| fcr Sa|cs
dccuncn|s
3. SeIecl |xccu|c icon
4. SeIecl Ccpqing ccn|rc|. Sa|cs dccuncn| |c sa|cs dccuncn|
5. SeIecl Pcsi|icn push lullon
Lnlei lhe iequiied dala fion lhe lalIe leIov
FIc!d Data
SaIesDoc Type QT
SaIesDoc Type OR
6. SeIecl Dc|ai| icon
7. SeIecl lhe fieId lhal conlains lhe OO1 iequiienenl
SeIecl |4. Shov lhe Hc|p and Scurcc ccdc
8. CaII up souice code foi copying iequiienenls OO1 Headei-Sane
Cuslonei
SeIecl Scurcc ccdc icon
April 2003 © 2002 SAP AG. All rights reserved. 265
Unit 7: Data FIow SCM605
ScioII lhiough lhe souice code, shov lhe Iine of code (Iine #74) lhal is
checking lo see if lhe soId-lo pailies aie lhe sane
9. LxpIain lhe copy ilen nunlei
Use I1 on lhe fieId lo heIp in lhis expIanalion.
Demonstration: Copy ControI at Item Category
Purpose
To denonsliale copy conlioI al ilen calegoiy IeveI.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: None
1. Denonsliale copying conlioI on ilen IeveI.
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
2. SeIecl Sa|cs and Dis|riou|icn →Sa|cs →Main|ain Ccpq Ccn|rc| fcr Sa|cs
dccuncn|s
3. SeIecl |xccu|c icon
4. SeIecl Pcsi|icn push lullon
Lnlei lhe iequiied dala fion lhe lalIe leIov
FIc!d Data
SaIesDoc Type QT
SaIesDoc Type OR
5. SeIecl lhe OR / QT conlinalion.
DoulIe-cIick ||cn foIdei icon (Iefl vindov)
SeIecl lhe ACN
SeIecl Dc|ai| icon (nagnifying gIass)
6. CaII up souice code foi copying iequiienenls 3O1 Ilen iejeclion
ieason
266 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Copy ControI
SeIecl Scurcc ccdc icon
ScioII lhiough lhe souice code, shov lhe Iine of code (Iine #26) lhal is
checking lo see if lhe ilen has leen iejecled.
Demonstration: Copy ControI at ScheduIe Line
Category
Purpose
To denonsliale copy conlioI al scheduIe Iine calegoiy IeveI.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: None
1. Denonsliale copying conlioI on ilen IeveI.
Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
2. Sa|cs and Dis|riou|icn → Sa|cs → Main|ain Ccpq Ccn|rc| fcr Sa|cs
dccuncn|s
3. SeIecl |xccu|c icon
4. SeIecl Pcsi|icn push lullon
Lnlei lhe iequiied dala fion lhe lalIe leIov
FIc!d Data
SaIesDoc Type QT
SaIesDoc Type OR
5. SeIecl lhe OR / QT conlinalion.
DoulIe-cIick ||cn foIdei icon (Iefl vindov)
SeIecl ACN
6. DoulIe-cIick Scncdu|c |inc foIdei icon (Iefl vindov)
SeIecl lhe ßN
SeIecl Dc|ai| icon (nagnifying gIass)
April 2003 © 2002 SAP AG. All rights reserved. 267
Unit 7: Data FIow SCM605
7. Denonsliale copying conlioI on scheduIe Iine IeveI. CaII up souice
code foi copying iequiienenl 5O1 ScheduIed qly > O.
SeIecl Scurcc ccdc icon
ScioII lhiough lhe souice code, shov lhe Iine of code (Iine #25) lhal is
checking lo see if lhe scheduIe Iine qly is giealei lhan O.
268 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Copy ControI
217 Exercise 12: Copy ControI
Lxeicise Duialion: 3O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- ConlioI sellings in copy conlioI lhal infIuence lhe fIov of dala
lelveen saIes docunenls al headei, ilen, and scheduIe Iine IeveI
Business ExampIe
The diffeienl saIes piocesses al youi conpany, IDLS AC, need lo
diffeienliale hov dala is copied fion a pieceding docunenl lo a
sulsequenl docunenl.
Il is youi iesponsiliIily lo figuie oul hov lhe copy conlioI voiks.
System Data
5ystcm: Ioi Iuluie Use. Do nol nodify lhis Iine.
C!Icnt: Ioi Iuluie Use. Do nol nodify lhis Iine.
Uscr ID: Ioi Iuluie Use. Do nol nodify lhis Iine.
Passwnrd: Ioi Iuluie Use. Do nol nodify lhis Iine.
5ct up InstructInns:
1. None
Task
You decide in copying conlioI vhelhei lhe ilen nunleis foi lhe
sulsequenl docunenl shouId le copied fion lhe pieceding docunenl.
1. You ciealed a liade faii##oidei vilh iefeience lo a quolalion in
Lxeicise 11. Was lhe ilen nunleiing in lhe liade faii## oidei
(puichase oidei nunlei ##LO605-ZA##04) iedeleinined oi laken
fion lhe quolalion` DispIay lhe liade faii##oidei lo dispIay lhe ilen
nunleiing. Use docunenl fIov lo viev lhe quolalion.
2. Ilen nunleiing shouId le iedeleinined vhen you cieale a Tiade
Iaii oidei, oidei lype ZA##, vilh iefeience lo a quolalion. Change
lhe sellings in copy conlioI accoidingIy.
3. Cieale a quolalion foi cuslonei T-562A##lhal is vaIid foi one nonlh,
vilh puichase oidei nunlei ##LO605-QT04 foi naleiiaIs T-ATA##
and T-ATB##, quanlily 10 pcs of each. Lnlei a liade faii oidei, oidei
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 269
Unit 7: Data FIow SCM605
lype ZA##, vilh iefeience lo lhe quolalion. Assign puichase oidei
nunlei ##LO605-ZA##05 lo lhe nev liade faii oidei. Copy lolh
ilens.
Check lhe ilen nunleiing in lhe quolalion and lhe liade faii oidei.
Ilen nunleis in quolalion: _________________________________
Ilen nunleis in oidei: _________________________________
270 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Copy ControI
SoIution 12: Copy ControI
Task
You decide in copying conlioI vhelhei lhe ilen nunleis foi lhe
sulsequenl docunenl shouId le copied fion lhe pieceding docunenl.
1. You ciealed a liade faii##oidei vilh iefeience lo a quolalion in
Lxeicise 11. Was lhe ilen nunleiing in lhe liade faii## oidei
(puichase oidei nunlei ##LO605-ZA##04) iedeleinined oi laken
fion lhe quolalion` DispIay lhe liade faii##oidei lo dispIay lhe ilen
nunleiing. Use docunenl fIov lo viev lhe quolalion.
a) Viev lhe liade faii##oidei: |cgis|ics →Sa|cs and Dis|riou|icn →
Sa|cs →Ordcr →Disp|aq.
l) Lnlei ##LO605-ZA##04 in lhe Purcnasc crdcr nc. fieId.
c) Choose Scarcn.
d) SeIecl lhe docunenl lhal conlains lhe puichase oidei nunlei.
e) Choose |n|cr.
f) Vievlhe ilennunleiing on lhe Disp|aq Tradc |air##- Ordcr 6###.
Otcrticu scieen, Sa|cs lal. Ilen nunleiing is in incienenls of 1O.
g) |ntircnncn| →Disp|aq Dccuncn| ||cu.
h) SeIecl lhe quolalion.
i) SeIecl Disp|aq dccuncn|.
j) Vievlhe ilennunleiing. Ilennunleiing is in incienenls of 1O.
Nntc: The docunenl nunleis have leen copied fion
lhe quolalion. Olheivise, lhe ilen nunleis vouId le
geneialed in incienenls of 1OO.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 271
Unit 7: Data FIow SCM605
2. Ilen nunleiing shouId le iedeleinined vhen you cieale a Tiade
Iaii oidei, oidei lype ZA##, vilh iefeience lo a quolalion. Change
lhe sellings in copy conlioI accoidingIy.
a) Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →Sa|cs →Main|ain Ccpq Ccn|rc| fcr Sa|cs
dccuncn|s.
d) Choose |xccu|c.
e) SeIecl Ccpqing ccn|rc|. Sa|cs dccuncn| |c sa|cs dccuncn|.
f) Choose Cnangc.
g) SeIecl Pcsi|icn.
Taigel:ZA##
Souice: QT
h) SeIecl lhe enliy and choose Dc|ai|s (nagnifying gIass).
i) DeseIecl lhe Ccpq i|cn nunocr fieId.
j) Choose Satc.
3. Cieale a quolalion foi cuslonei T-562A##lhal is vaIid foi one nonlh,
vilh puichase oidei nunlei ##LO605-QT04 foi naleiiaIs T-ATA##
and T-ATB##, quanlily 10 pcs of each. Lnlei a liade faii oidei, oidei
lype ZA##, vilh iefeience lo lhe quolalion. Assign puichase oidei
nunlei ##LO605-ZA##05 lo lhe nev liade faii oidei. Copy lolh
ilens.
Check lhe ilen nunleiing in lhe quolalion and lhe liade faii oidei.
Ilen nunleis in quolalion: _________________________________
Ccn|inucd cn ncx| pagc
272 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Copy ControI
Ilen nunleis in oidei: _________________________________
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Quc|a|icn →Crca|c.
l) Lnlei QT in lhe Dccuncn| |qpc fieId.
c) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc QT
Sc|d-|c par|q T-S62A##
Purcn.crdcr nc. ##LO605-QT04
Va|id |c One month from today
||cn 10. Ma|cria| T-ATA##
||cn 20. Ma|cria| T-ATB##
Quan|i|q 10 pcs of each
The ilens in lhe quolalion aie nunleied in incienenls of 1O.
d) Sa|cs dccuncn|→Crca|c suoscqucn| crdcr.
e) Lnlei ZA## docunenl lype.
f) Choose |n|cr.
The Crca|c ui|n rcfcrcncc diaIog lox viII appeai vilh lhe
quolalion nunlei defauIled in lhe quolalion fieId.
g) Choose Ccpq.
The docunenl nunleis aie iedeleinined in lhe Tiade Iaii oidei,
and ilen nunleis aie geneialed in incienenls of 1OO.
Nntc: Why did lhe syslen iedeleinine lhe ilen
nunleis` Why did lhe syslen use incienenls of 1OO`
If you aie nol suie of lhe ansvei ask youi insliucloi.
April 2003 © 2002 SAP AG. All rights reserved. 273
Unit 7: Data FIow SCM605
Lesson Summary
You shouId nov le alIe lo:
- Mainlain copy conlioI sellings lhal infIuence lhe fIov of dala lelveen
saIes docunenls al headei, ilen, and scheduIe Iine IeveI
ReIated Information
- hllp://heIp.sap.con
- vvv.seaichsap.con
274 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Unit Summary
Unit Summary
You shouId nov le alIe lo:
- Use docunenl fIov
- LxpIain hov dala is passed lelveen saIes docunenls
- Use lhe conpIelion iuIe foi ilen calegoiies lo conlioI docunenls
ciealed vilh iefeience
- Mainlain copy conlioI sellings lhal infIuence lhe fIov of dala lelveen
saIes docunenls al headei, ilen, and scheduIe Iine IeveI
ReIated Information
Ioi noie infoinalion iegaiding dala fIov, ieviev lhe SAI heIp fiIes al
hllp://heIp.sap.con.
April 2003 © 2002 SAP AG. All rights reserved. 275
Unit Summary SCM605
276 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
223
Test Your KnowIedge
1. When you piess lhe Ccpq lullon fion lhe Crca|c ui|n rcfcrcncc diaIog
lox, you can seIecl ceilain ilens and change lhe quanlilies lefoie
lhey aie copied.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
2. A saIes piocess is nade up of lhe sequence of individuaI piocess sleps
iecoided as docunenls. This piocess chain is sloied in:
Cnccsc |nc ccrrcc| ansucr(s).
A Docunenl calegoiy
ß Mandaloiy iefeience fieId
C Ilen seIeclion
D Docunenl fIov
L Ilen calegoiy
I Copy conlioI
3. You can configuie copy conlioI foi headei, ilen, and scheduIe IeveI lo
nalch lhe sliucluie of youi saIes docunenl.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
4. To conlioI lhe copy conlioI pioceduie, al each IeveI you
can cieale dala liansfei ioulines dala liansfei ioulines and
copy iequiienenls copy iequiienenls.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
5. If you vanl lo copy an ilen fion an oidei lo a deIiveiy, vhal is lhe
nininun configuialion iequiied lo acconpIish lhis lask`
April 2003 © 2002 SAP AG. All rights reserved. 277
Test Your KnowIedge SCM605
224
Answers
1. When you piess lhe Ccpq lullon fion lhe Crca|c ui|n rcfcrcncc diaIog
lox, you can seIecl ceilain ilens and change lhe quanlilies lefoie
lhey aie copied.
Answcr: IaIse
When you piess lhe Ccpq lullon fion lhe Crca|c ui|n rcfcrcncc diaIog
lox, lhe syslen copies lhe iefeience docunenl conpIeleIy, vhen
you piess lhe ||cn Sc|cc|icn lullon, you can seIecl ceilain ilens and
change lhe quanlilies lefoie lhey aie copied.
2. A saIes piocess is nade up of lhe sequence of individuaI piocess sleps
iecoided as docunenls. This piocess chain is sloied in:
Answcr: D
Docunenl fIovs aie updaled foi lhe oveiaII docunenl and foi
individuaI ilens. You can lianch diieclIy lo lhe dispIay of a ieIaled
docunenl and lhen ieluin lo docunenl fIov.
3. You can configuie copy conlioI foi headei, ilen, and scheduIe IeveI lo
nalch lhe sliucluie of youi saIes docunenl.
Answcr: Tiue
Ioi deIiveiy and liIIing docunenls, you vouId configuie headei
and ilen IeveI copy conlioI onIy, as lhese docunenls do nol have
scheduIe Iines.
4. To conlioI lhe copy conlioI pioceduie, al each IeveI you can cieale
dala liansfei ioulines and copy iequiienenls.
Answcr: dala liansfei ioulines, copy iequiienenls
You can cieale youi ovn dala liansfei ioulines and copy iequiienenls
using lhe liansaclion code VOIM. Theie aie seveiaI slandaid dala
liansfei ioulines and copy iequiienenls deIiveied vilh SAI.
278 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
5. If you vanl lo copy an ilen fion an oidei lo a deIiveiy, vhal is lhe
nininun configuialion iequiied lo acconpIish lhis lask`
Answcr:
- SaIes docunenl lype nusl conlain defauIl deIiveiy lype.
- Ilen calegoiy nusl aIIov foi scheduIe Iines.
- ScheduIe Iine calegoiy nusl le ieIevanl foi deIiveiy.
- Copy conlioI foi headei nusl le configuied lo copy fion a saIes
docunenl lo a deIiveiy docunenl.
- Copy conlioI nusl le configuied foi lhe ilen calegoiy.
- Copy conlioI nusl le configuied foi lhe scheduIe Iine calegoiy.
April 2003 © 2002 SAP AG. All rights reserved. 279
Unit 7: Data FIow SCM605
280 © 2002 SAP AG. All rights reserved. April 2003
Unit 8
227 SpeciaI Business Transactions
Nov lhal you have discussed copying conlioI as a vay of configuiing
saIes docunenls, you can Iook al exanpIes of lusiness scenaiios and
piocesses in lhis unil. You viII denonsliale lhe necessaiy sellings
in cuslonizing foi lhese exanpIes: Cash saIe, Rush oidei, DeIiveiies
fiee-of-chaige, Sulsequenl DeIiveiies fiee-of-chaige, Consignnenl fiII-up,
and Consignnenl issue, vhich viII aIso heIp lo ieinfoice vhal has leen
Ieained in lhe pievious unils.
Unit Overview
Nov lhal you have gained an undeislanding of copy conlioI as a vay
of configuiing saIes docunenls, ve viII Iook al exanpIes of lusiness
piocesses in lhis unil. We viII ievievlhe necessaiy sellings in Cuslonizing
foi lhese exanpIes, such consignnenl piocessing.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- LxpIain lhe speciaI fealuies of cash saIes and iush oideis and lhe
diffeiences lelveen lhen
- ConlioI fiee-of-chaige deIiveiies and sulsequenl fiee-of-chaige
deIiveiies
- LxpIain hov cuslonei consignnenls aie iepiesenled in Cuslonizing
foi saIes
Unit Contents
Lesson: Special Business Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .283
Demonstration: Create a Rush and Cash Sale Order . . . . . . . . . . . . . . . . .285
Demonstration: Show and compare customizing for both order types:
Rush (RO) and Cash (CS) sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .287
April 2003 © 2002 SAP AG. All rights reserved. 281
Unit 8: SpeciaI Business Transactions SCM605
Demonstration: Create Deliveries Free of Charge and Subsequent
Deliveries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .289
Demonstration: Show and compare customizing for both order types:
Delivery free-of-charge (CD) and Subsequent Delivery free-of-charge
(SD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .290
Exercise 13: Special Business Transactions. . . . . . . . . . . . . . . . . . . . . . . . . . . .293
Lesson: Consignments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .296
Demonstration: Consignment Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .298
Demonstration: Consignment Ìssue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .300
Exercise 14: Consignments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .303
282 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SpeciaI Business Transactions
Lesson:
228
SpeciaI Business Transactions
Lesson Duialion: 3O ninules
Lesson Overview
Nov lhal you have gained an undeislanding of copy conlioI as a
vay of configuiing saIes docunenls, ve viII Iook al exanpIes fion
lusiness piaclice in lhis Iesson. We viII ieviev lhe necessaiy sellings in
Cuslonizing foi lhese exanpIes.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- LxpIain lhe speciaI fealuies of cash saIes and iush oideis and lhe
diffeiences lelveen lhen
- ConlioI fiee-of-chaige deIiveiies and sulsequenl fiee-of-chaige
deIiveiies
Nov lhal you have discussed copying conlioIs as a vay of configuiing
saIes docunenls, you can Iook al exanpIes fion lusiness piaclice in lhis
Iesson. You viII denonsliale lhe necessaiy sellings in cuslonizing foi
lhese exanpIes: Cash saIe, Rush oidei , DeIiveiies fiee-of-chaige, and
Sulsequenl DeIiveiies fiee-of-chaige, vhich viII aIso heIp lo ieinfoice
vhal has leen Ieained in pievious Iesson.
Sulsequenl DeIiveiies fiee-of-chaige and Invoice coiieclion iequesl (RK
is nol discussed in lhis Iesson) aie lhe onIy lvo slandaid docunenls lhal
iequiie a pieceding docunenl. This is lecause of lhe docunenl lype
conlioI of iefeience nandaloiy is sel lo lhe oplion ¨nandaloiy.¨
The docunenl lypes Cash saIe and Rush oidei lehave in lhe sane lasic
nannei: lhey lolh cieale a deIiveiy innedialeIy if slock is avaiIalIe.
The Cash saIe hovevei aIso has an oulpul of a ieceipl. This ieceipl is
consideied an invoice lul lheie aie nol accounling docunenls geneialed.
Accounl posling viII nol lake pIace unliI lhe liIIing iun.
Think of lhe Cash saIe docunenl as a cuslonei slanding al youi viII caII
picking up pioducl oi al youi counlei in lhe depailnenl sloie. Mosl IikeIy
lhey picked lhe pioducl off lhe sheIf and lhe deIiveiy is lhey aie Ieaving
vilh lhe pioducl in hand. They vanl a ieceipl lo caiiy vilh lhen vhen
lhey Ieave.
April 2003 © 2002 SAP AG. All rights reserved. 283
Unit 8: SpeciaI Business Transactions SCM605
Business ExampIe
SpeciaI lusiness liansaclions occui ieguIaiIy in lhe saIes piocess al youi
conpany, IDLS AC. You vanl lo suppoil lhese piocesses vilh SAI R/3.
Il is youi iesponsiliIily lo find oul aloul lhe piocess vaiianls lhal aie
nodeIed in lhe slandaid R/3 syslen. In lhe piocess, you aIso vanl lo find
lhe conlioI paianeleis foi individuaI nodificalions.
Rush Orders
Rush oideis and cash saIes aie saIes docunenl lypes lhal aie used in lhe
saIes-fion-pIanl piocess, oi foi vhen lhe cuslonei needs lo pick up lheii
goods innedialeIy fion lhe vaiehouse.
Figure 54: Rush Orders
In lhe saIes docunenl lype RO foi innediale deIiveiy, you configuie lhe
innediale deIiveiy svilch and deIiveiy lype LI. When you save a iush
oidei, lhe syslen aulonalicaIIy cieales a deIiveiy of lype LI.
Once lhe goods have leen vilhdiavn fion lhe vaiehouse, picking and
posling goods issue can legin.
When you cieale lhe liIIing docunenls (foi exanpIe, in coIIeclive
piocessing), lhe syslen piinls lhe invoice and sends il lo lhe cuslonei.
Cash SaIes
In lhe saIes docunenl lype foi cash saIes, you configuie lhe innediale
deIiveiy svilch and deIiveiy lype ßV. When you save lhe cash saIes, lhe
syslen aulonalicaIIy cieales a deIiveiy of lype ßV and piinls a docunenl
lhal can le given lo lhe cuslonei as an invoice.
284 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SpeciaI Business Transactions
Figure 55: Cash SaIes
You conlioI lhe invoice vilh oulpul lype RDO3, conlained in lhe oulpul
deleininalion pioceduie foi oidei lype CS.
Once lhe goods have leen vilhdiavn fion lhe vaiehouse, picking and
posling goods issue can legin.
An oidei-ieIaled liIIing index is geneialed aulonalicaIIy, lhis updales lhe
liIIing due Iisl. ßiIIing lype ßV is ciealed vhiIe lhe liIIing due Iisl is leing
piocessed. The syslen does nol piinl invoices duiing liIIing.
Demonstration: Create a Rush and Cash SaIe Order
Purpose
To denonsliale hov diffeienl lusiness piocesses aie iepiesenled in R/3
lased on lhe docunenl lype and ilen calegoiy conlioI.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: Reviev lhe LO65O insliucloi guide iegaiding
oulpul deleininalion.
1. Cieale a Rush oidei (RO).
April 2003 © 2002 SAP AG. All rights reserved. 285
Unit 8: SpeciaI Business Transactions SCM605
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Data
Docunenl lype RO
SoId-lo paily 2OO6
Iuich.oidei.no 2ORO
MaleiiaI M-1O
Quanlily 1 pc
Nntc: Syslen cieales deIiveiy aulonalicaIIy.
Shov docunenl fIov.
2. Cieale a Cash saIe (CS) oidei
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Data
Docunenl lype CS
SoId-lo paily 2OO6
Iuich.oidei.no 2OCS
MaleiiaI M-1O
Quanlily 1 pc
Nntc: Syslen cieales deIiveiy aulonalicaIIy.
Syslen cieales invoice aulonalicaIIy (oulpul lype RDO3).
Shov docunenl fIov.
3. Issue Cash saIe oulpul (oulpul lype RDO3) lo scieen.
SeIecl Prin| prcticu icon
286 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SpeciaI Business Transactions
LxpIain lo lhe sludenls lhal oulpul uses an oulpul deleininalion
pioceduie lo deleinine vhal oulpul viII le issued. The oulpul naslei
dala iecoid conlains: Who (pailnei) lo issue lo, Hov (Iax, LDI, Iiinl oul
and When (issue on save oi in lackgiound). Reviev lhe oulpul naslei
dala so you can discuss lhese ilens vhen sludenls ask.
If line aIIovs shov lhe sludenls lhe oulpul naslei dala iecoid on lhe
appIicalion side and lhe oulpul deleininalion pioceduie in lhe IMC.
Oulpul is nol jusl deleinining: Who, Hov and When lul aIso lhe Iook
and Iayoul of lhe foin. Iiioi lo 4.6C Sap Sciipl vas lhe vay lo go foi lhe
Iook and Iayoul. Sap Sciipl is sliII avaiIalIe lo use loday lul as of 4.6C
nosl peopIe aie using Snail Ioins as lhey seen lo le easiei lo voik vilh.
Sludenls can Ieain noie aloul Oulpul deleininalion in lhe SD cIass
LO65O. Theie aie aIso Sap Sciipl cIasses offeied.
Demonstration: Show and compare customizing for
both order types: Rush (RO) and Cash (CS) saIe.
Purpose
To shov vhal is conlioIIing lhe aulonalic deIiveiy ciealion and oulpul.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
1. DispIay lhe conlioIs in lhe IMC foi Rush and Cash saIe docunenl
lypes.
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
SeIecl
Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| ncadcr
Sa|cs dccuncn| |qpcs
SeIecl lhe RO and C5 docunenl lypes.
April 2003 © 2002 SAP AG. All rights reserved. 287
Unit 8: SpeciaI Business Transactions SCM605
SeIecl Dc|ai|s icon
Nntc: Use lhe Ncx| cn|rq icon lo nove lelveen lhe docunenl
lypes.
DeIiveries Free-of-Charge and Subsequent DeIiveries
You cieale a deIiveiy fiee-of-chaige docunenl, foi exanpIe, vhen you
vanl lo send youi cuslonei a sanpIe.
You enlei a sulsequenl deIiveiy fiee-of-chaige docunenl, foi exanpIe,
vhen you need lo deIivei naleiiaI foi an oidei due lo a conpIainl.
Figure 56: DeIiveries Free-of-Charge and Subsequent DeIiveries
Cuslonizing foi saIes docunenl lype SDI deleinines lhal lhis liansaclion
iequiies a pieceding docunenl. The ieIevanl copy conlioIs nusl le sel up
foi aII pieceding docunenls lhal nighl le used, foi exanpIe, copying
conlioI foi SDI fion RL (ieluins oidei).
ßy aclivaling a deIiveiy lIock in lhe saIes docunenl lype, you ensuie lhal
deIiveiy fiee-of-chaige liansaclions oi sulsequenl deIiveiy fiee-of-chaige
liansaclions aie nol ieIeased foi deIiveiy unliI lhey have leen checked ly
lhe ieIevanl enpIoyee. If lhe enpIoyee decides lhal lhe deIiveiy shouId
nol lake pIace, she can nainlain a ieIevanl ieason foi iejeclion in lhe
saIes docunenl.
In Cuslonizing foi ilen calegoiies, you deleinine lhal ilens in saIes
docunenl lypes CD and SDI aie fiee of chaige (foi exanpIe vilh KLN oi
KLX). You can aIso decide vhal happens lo lhese ilens vilh iegaid lo
piicing and liIIing.
288 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SpeciaI Business Transactions
Demonstration: Create DeIiveries Free of Charge and
Subsequent DeIiveries
Purpose
To shov lhe conlioIs fion lhe docunenl lype and ilen calegoiy.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: You viII need lo have a ieluin docunenl avaiIalIe
lo use foi lhe Sulsequenl DeIiveiy fiee-of-chaige deno.
Cieale a DeIiveiy Iiee of Chaige (CD) docunenl using Cuslonei, 2OO6
and Iioducl nunlei M-1O.
1. Cieale a DeIiveiy fiee-of chaige (CD).
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Data
Docunenl lype CD
SoId-lo paily 2OO6
Iuich.oidei.no 2OCD
MaleiiaI M-1O
Quanlily 1 pc
Nntc: Shov lhe sludenls lhal no piicing lakes pIace. AIso
nenlion lhal lhe ilen calegoiy (KLN) foi lhe CD is nol
ieIevanl foi liIIing.
2. Cieale a Sulsequenl DeIiveiy fiee-of-chaige.
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Data
Docunenl lype SDI
SoId-lo paily 2OO6
April 2003 © 2002 SAP AG. All rights reserved. 289
Unit 8: SpeciaI Business Transactions SCM605
Iuich.oidei.no 2OSDI
MaleiiaI M-1O
Quanlily 1 pc
Nntc: You viII ieceive a diaIog lox iequesling a iefeience
docunenl. Lnlei lhe iefeience docunenl nunlei foi lhe (RL)
ieluin docunenl
Shov docunenl fIov.
If line aIIovs shov lhe sludenls lhe ilen calegoiy conlioI.
Menlion lhal if lhey vanl an invoice foi lhe CD docunenl
lype, nake a copy of lhe ilen calegoiy (KLN) and change
lhe sellings. Mayle lhey vanl an invoice lhal says heie is
lhe piice and you aie gelling lhis fiee. If lhal is lhe case lhey
viII need lo piice lhe CD and discounl 1OO° and sel lhe
ilen calegoiy as ieIevanl foi liIIing. These aie jusl a fev of
lhe sleps. You can iefeience lack lo lhe docunenl lype, ilen
calegoiy, scheduIe Iine calegoiy, and copy conlioI lhal nusl le
sel up lo nake aII lhis happen.
Demonstration: Show and compare customizing for
both order types: DeIivery free-of-charge (CD) and
Subsequent DeIivery free-of-charge (SD).
Purpose
To shov vhal is conlioIIing lhe iefeience is nandaloiy and no piicing.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
1. DispIay lhe conlioIs in lhe IMC foi lhe DeIiveiy fiee-of-chaige (CD)
and Sulsequenl DeIiveiy fiee-of-chaige.
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
SeIecl Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| ncadcr
290 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SpeciaI Business Transactions
SeIecl Sa|cs dccuncn| |qpcs
SeIecl lhe CD and 5DF docunenl lypes.
SeIecl Dc|ai|s icon
Nntc: Use lhe Ncx| cn|rq icon lo nove lelveen lhe docunenl
lypes.
April 2003 © 2002 SAP AG. All rights reserved. 291
Unit 8: SpeciaI Business Transactions SCM605
292 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SpeciaI Business Transactions
233 Exercise 13: SpeciaI Business
Transactions
Lxeicise Duialion: 2O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- LxpIain hov lo conlioI docunenl lypes deIiveiy fiee-of chaige (ID)
and sulsequenl deIiveiy fiee-of chaige (SDI).
Business ExampIe
Theie aie lvo diffeienl cases lhal invoIve dispalching goods fiee of chaige
lo cusloneis: lhe fiee-of-chaige deIiveiy of adveilising naleiiaIs, and lhe
sulsequenl deIiveiy vilhin ieluins piocessing.
System Data
5ystcm: Ioi Iuluie Use. Do nol nodify lhis Iine.
C!Icnt: Ioi Iuluie Use. Do nol nodify lhis Iine.
Uscr ID: Ioi Iuluie Use. Do nol nodify lhis Iine.
Passwnrd: Ioi Iuluie Use. Do nol nodify lhis Iine.
5ct up InstructInns: NONL
Task
Reviev lhe diffeiences lelveen lhe ID (deIiveiy fiee-of-chaige) and SDI
(sulsequenl deIiveiy fiee-of-chaige¦.
1. Whal aie lhe diffeiences in Cuslonizing foi saIes docunenl lypes
ID and SDI`
Hov can you ensuie lhal lhe ilens in docunenls of lhis lype aie
ieaIIy deIiveied fiee of chaige`
April 2003 © 2002 SAP AG. All rights reserved. 293
Unit 8: SpeciaI Business Transactions SCM605
SoIution 13: SpeciaI Business
Transactions
Task
Reviev lhe diffeiences lelveen lhe ID (deIiveiy fiee-of-chaige) and SDI
(sulsequenl deIiveiy fiee-of-chaige¦.
1. Whal aie lhe diffeiences in Cuslonizing foi saIes docunenl lypes
ID and SDI`
Hov can you ensuie lhal lhe ilens in docunenls of lhis lype aie
ieaIIy deIiveied fiee of chaige`
a) DispIay lhe conlioIs in lhe IMC foi lhe deIiveiy fiee-of-chaige
(ID) and sulsequenl deIiveiy fiee-of-chaige: Tcc|s →Cus|cnizing
→|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| ncadcr.
d) SeIecl Sa|cs dccuncn| |qpcs.
e) SeIecl lhe FD and 5DF docunenl lypes.
f) SeIecl Dc|ai|s.
Nntc: Use lhe Ncx| cn|rq icon lo nove lelveen lhe
docunenl lypes.
Lnliy C in lhe Rcfcrcncc fieId neans lhal docunenl lype SDI can
onIy le ciealed vilh iefeience lo an oidei.
The ilen calegoiies foi lhese oidei lypes aie nol ieIevanl foi
liIIing oi piicing. The piicing conlioI is sel lo |rcc.
294 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SpeciaI Business Transactions
Lesson Summary
You shouId nov le alIe lo:
- LxpIain lhe speciaI fealuies of cash saIes and iush oideis and lhe
diffeiences lelveen lhen
- ConlioI fiee-of-chaige deIiveiies and sulsequenl fiee-of-chaige
deIiveiies
ReIated Information
- hllp://heIp.sap.con
- vvv.seaich.sap.con
April 2003 © 2002 SAP AG. All rights reserved. 295
Unit 8: SpeciaI Business Transactions SCM605
Lesson:
236
Consignments
Lesson Duialion: 3O ninules
Lesson Overview
To iepiesenl lhe cuslonei consignnenl piocess, SAI R/3 SD conlains
foui docunenl lypes vilh individuaI sellings al lhe headei, ilen, and
scheduIe Iine IeveI. In lhis Iesson, ve viII ieviev lhe vaiialions lhal aie
possilIe vilhin slandaid configuialion.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- LxpIain hov cuslonei consignnenls aie iepiesenled in Cuslonizing
foi saIes
This Iesson ieinfoices vhal lhe sludenl has aIieady Ieained iegaiding
lhe docunenl lype, ilen calegoiy, and scheduIe Iine calegoiy conlioIs.
You viII nov inlioduce lhen lo lhe cuslonei consignnenl piocess, lhe
slandaid syslen conlains foui docunenl lypes vilh individuaI sellings
al lhe headei, ilen and scheduIe Iine IeveI. Reviev lhe vaiialions lhal aie
possilIe vilhin slandaid configuialion.
Nntc: Theie is nol enough line foi lhe sludenls lo do aII lhe
oplionaI exeicises in lhis Iesson.
Business ExampIe
Consignnenl liansaclions occui in lhe saIes piocess al youi conpany,
IDLS AC. You vanl lo suppoil lhese piocesses vilh SAI R/3.
Il is youi iesponsiliIily lo find oul aloul lhe piocess vaiianls lhal aie
nodeIed in SAI R/3 SD.
Consignments
In consignnenl piocessing, goods aie deIiveied lo lhe cuslonei lul
ienain lhe piopeily of lhe conpany unliI lhey aie acluaIIy used.
An invoice is nol ciealed unliI lhe cuslonei vilhdiavs lhe goods fion lhe
consignnenl slock. The cuslonei has lhe iighl lo ieluin consignnenl
goods up unliI lhal poinl.
296 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
Figure 57: Consignments
You can use lhe speciaI-slock-pailnei funclion if lhe consignnenl slocks
aie nanaged al a cenliaI poinl ialhei lhan ly lhe soId-lo paily.
Consignment FiII-up and Issue
Iiocess consignnenl fiII-up vilh oidei lype CI. The goods issue sels up
a speciaI slock al lhe cuslonei´s Iocalion. Hovevei, lhe goods ienain in
lhe vaIualed slocks of lhe deIiveiing pIanl. This liansaclion is nol liIIed
lecause lhe consignnenl slock ienains lhe piopeily of youi conpany.
Figure 58: Consignment FiII-up and Issue
April 2003 © 2002 SAP AG. All rights reserved. 297
Unit 8: SpeciaI Business Transactions SCM605
Consignnenl issue is piocessed vilh oidei lype CI. When goods aie
issued, lolh lhe cuslonei´s speciaI slock and lhe slock in lhe deIiveiing
pIanl aie ieduced. This liansaclion is ieIevanl foi liIIing.
Consignment Pickup and Returns
If lhe cuslonei ieluins lhe goods, you can iepiesenl lhis vilh oidei lype
CI (consignnenl pickup). This liansaclion ciedils lhe speciaI cuslonei
slock duiing lhe goods issue. Like lhe consignnenl fiII-up, lhis liansaclion
is nol ieIevanl foi liIIing.
Figure 59: Consignment Pickup and Returns
If you vanl lo ieveise a consignnenl issue, you can piocess lhis vilh
docunenl lype CR (consignnenl ieluin). The goods issue again sels up
lhe speciaI slock al lhe cuslonei´s Iocalion. A ciedil neno is geneialed
lased on lhe consignnenl ieluins.
Demonstration: Consignment Process
Purpose
To denonsliale and expIain lhe Consignnenl fiII-up piocess.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
298 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
1. Check lhe consignnenl naleiiaI T-ATE20 slock in pIanl 1200 .
|cgis|ics → Ma|cria|s nanagcncn| → |ntcn|crq nanagcncn| →
|ntircnncn| →S|cc| →S|cc| ctcrticu
Nntc: Ioinl oul lhe Uniesliicled Slock and Cuslonei
Consignnenl.
2. Ship 100 pcs of lhe naleiiaI T-ATE20 lo lhe cuslonei´s consignnenl
vaiehouse ly enleiing a consignnenl fiII-up (CI) docunenl lype,
puichase oidei nunlei CF20 . Cieale a deIiveiy, liansfei oidei and
posl goods issue.
|cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Data
Docunenl lype CI (Consignnenl IiII-up)
SoId-lo paily T-S62A2O
Iuich.oidei.no CI2O
MaleiiaI T-ATL2O
Quanlily 1OO pcs
SeIecl Sa|cs dccuncn| →Dc|itcr
Nntc: If you ieceive an eiioi nessage: No scheduIe Iines due
foi deIiveiy
SeIecl 8ac| aiiov
Lnlei a Sc|cc|icn da|c of lvo veeks fion lodays dale.
SeIecl |n|cr
SeIecl Suoscqucn| func|icns →Transfcr crdcr
FIc!d Data
Waiehouse nunlei O12
Ioiegiound/lackgiound ßackgiound
Adopl pick. quanlily 2 (copy picked quanlily lo
deIiveiy as deIiveiy quanlily
and posl CI)
April 2003 © 2002 SAP AG. All rights reserved. 299
Unit 8: SpeciaI Business Transactions SCM605
SeIecl Satc icon
Nntc: DispIay lhe slock scieen again. Shov lhe slocks
quanlilies.
Uniesliicled slock 2OOO (The quanlily nay vaiy
if you have used lhis pail in
olhei denonslialions.)
Cuslonei Consignnenl
slock
1OO
Demonstration: Consignment Issue
Purpose
To denonsliale lhe Consignnenl Issue piocess.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
300 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
1. The cuslonei infoins you lhal lhey have used 50 pcs of lhe naleiiaI
T-ATE20 in lhe consignnenl vaiehouse. Lnlei a consignnenl issue
CI docunenl lype, (puichase oidei nunlei CI20 ). DeIivei lhe oidei
and posl goods issue.
Nntc: You can posl lhe goods issue diieclIy fion lhe deIiveiy,
as lhe goods do nol physicaIIy nove in youi vaiehouse (no
liansfei oidei iequiied). Cieale lhe deIiveiy diieclIy fion
lhe oidei. Iosl lhe goods issue diieclIy fion lhe deIiveiy.
The deIiveiy docunenl ilen calegoiy is vhal is conlioIIing if
picking/liansfei oidei is iequiied.
Nntc: DispIay lhe slock scieen again. Shov lhe slocks
quanlilies.
Uniesliicled slock 19OO
Cuslonei Consignnenl
slock
5O
April 2003 © 2002 SAP AG. All rights reserved. 301
Unit 8: SpeciaI Business Transactions SCM605
302 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
239 Exercise 14: Consignments
Lxeicise Duialion: 3O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- LxpIain hov conpIex lusiness piocesses such as consignnenl
piocessing aie handIed
Business ExampIe
Consignnenl piocessing offeis youi pailneis gieal advanlages. Youi
cusloneis nanage lhe consignnenl slock lhenseIves and can access lhe
goods in lhe consignnenl vaiehouse al any line. They do nol have lo pay
unliI lhe goods aie issued, and lhen onIy foi lhe anounl lhal has leen
issued.
System Data
5ystcm: Ioi Iuluie Use. Do nol nodify lhis Iine.
C!Icnt: Ioi Iuluie Use. Do nol nodify lhis Iine.
Uscr ID: Ioi Iuluie Use. Do nol nodify lhis Iine.
Passwnrd: Ioi Iuluie Use. Do nol nodify lhis Iine.
5ct up InstructInns: NONL
Task 1
You agiee lo nake naleiiaI T-ATE## avaiIalIe innedialeIy as
consignnenl goods foi cuslonei T-562A##.
Check lhe slock foi lhe naleiiaI T-ATE##in pIanl 1200 in anolhei session.
1. Check lhe consignnenl naleiiaI slock.
2. Ship 100 pcs of lhe naleiiaI T-ATE##lo lhe cuslonei´s consignnenl
vaiehouse ly enleiing a consignnenl fiII-up (CI) docunenl lype,
puichase oidei nunlei ##LO605-CF01. Don´l foigel lo cieale a
deIiveiy and a liansfei oidei, and lo posl goods issue.
Nntc: Cieale lhe deIiveiy diieclIy fion lhe oidei. Cieale a
liansfei oidei diieclIy fion lhe deIiveiy.
3. Check lhe consignnenl naleiiaI T-ATE##slock again.
4. OPTIONAL: Tiy lo cieale a liIIing docunenl fion lhe deIiveiy
docunenl.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 303
Unit 8: SpeciaI Business Transactions SCM605
Can you do il` Why oi vhy nol`
5. The cuslonei infoins you lhal lhey have used 50 pcs of lhe naleiiaI
T-ATE##in lhe consignnenl vaiehouse. Lnlei a consignnenl issue
(puichase oidei nunlei ##LO605-CI01). DeIivei lhe oidei and posl
goods issue.
Nntc: You can posl lhe goods issue diieclIy fion lhe deIiveiy,
as lhe goods do nol physicaIIy nove in youi vaiehouse (no
liansfei oidei iequiied). Cieale lhe deIiveiy diieclIy fion lhe
oidei. Iosl lhe goods issue diieclIy fion lhe deIiveiy.
6. Check lhe consignnenl naleiiaI slock.
7. OPTIONAL: ßiII lhe consignnenl issue. Can you do il` Why oi vhy
nol`
8. The cuslonei infoins you lhal lhey don´l need lhe ienaining 50 pcs
of lhe naleiiaI T-ATE##. Lnlei a consignnenl pickup (CI) docunenl
lype (puichase oidei nunlei ##LO605-CP01).
DeIivei lhe oidei and posl a goods issue.
9. Check lhe consignnenl naleiiaI slock.
1O. OPTIONAL: ßiII lhe consignnenl pickup. Can you do il` Why oi
vhy nol`
Task 2
OPTIONAL: You need lo ieviev lhe ilen calegoiies lhal aie leing
deleinined foi lhe consignnenl fiII-up (CI) and consignnenl issue (CI)
docunenl lypes lo gain an undeislanding of lhe lehavioi of each.
1. DispIay consignnenl fiII-up (CI) and consignnenl issue (CI) vilh
puichase oidei nunleis ##LO605-CF01 and ##LO605-CI01. Which
ilen and scheduIe Iine calegoiies did lhe syslen deleinine`
ConpIele lhe lalIe leIov.
Ilen calegoiy ScheduIe Iine cal.
Consignnenl
fiII-up
Consignnenl
issue
Ccn|inucd cn ncx| pagc
304 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
Task 3
OPTIONAL: LxpIain vhy lhe consignnenl fiII-up (CI) and consignnenl
issue (CI) docunenl lypes lehaved so diffeienlIy.
1. Hov and vhy aie lhese scheduIe Iine calegoiies diffeienl fion each
olhei`
April 2003 © 2002 SAP AG. All rights reserved. 305
Unit 8: SpeciaI Business Transactions SCM605
SoIution 14: Consignments
Task 1
You agiee lo nake naleiiaI T-ATE## avaiIalIe innedialeIy as
consignnenl goods foi cuslonei T-562A##.
Check lhe slock foi lhe naleiiaI T-ATE##in pIanl 1200 in anolhei session.
1. Check lhe consignnenl naleiiaI slock.
a) |cgis|ics →Ma|cria|s nanagcncn| →|ntcn|crq nanagcncn| →
|ntircnncn| →S|cc| →S|cc| ctcrticu.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Ma|cria| T-ATE##
P|an| 1200
c) Choose |xccu|c.
Uniesliicled slock: 2000
Cuslonei consignnenl slock: 0
2. Ship 100 pcs of lhe naleiiaI T-ATE##lo lhe cuslonei´s consignnenl
vaiehouse ly enleiing a consignnenl fiII-up (CI) docunenl lype,
puichase oidei nunlei ##LO605-CF01. Don´l foigel lo cieale a
deIiveiy and a liansfei oidei, and lo posl goods issue.
Nntc: Cieale lhe deIiveiy diieclIy fion lhe oidei. Cieale a
liansfei oidei diieclIy fion lhe deIiveiy.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc CF (Consignment
Fill-up)
Sc|d-|c par|q T-S62A##
Ccn|inucd cn ncx| pagc
306 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
Purcn.crdcr.nc ##LO605-CF01
Ma|cria| T-ATE##
Quan|i|q 100 pcs
c) Sa|cs dccuncn| →Dc|itcr.
Nntc: If you ieceive an eiioi nessage No schedule
lines due for delivery:
SeIecl lhe 8ac| aiiov.
Lnlei a Sc|cc|icn da|c of lvo veeks fion loday.
Choose |n|cr.
d) Suoscqucn| func|icns →Crca|c Transfcr crdcr.
FIc!d Data
larcncusc nunocr 012
|crcgrcund/oac|grcund Background
Adcp| pic|. quan|i|q 2 (copy picked quanlily
lo deIiveiy, as deIiveiy
quanlily, and posl CI)
e) Choose Satc.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 307
Unit 8: SpeciaI Business Transactions SCM605
3. Check lhe consignnenl naleiiaI T-ATE##slock again.
a) |cgis|ics →Ma|cria|s nanagcncn| →|ntcn|crq nanagcncn| →
|ntircnncn| →S|cc| →S|cc| ctcrticu.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Ma|cria| T-ATE##
P|an| 1200
c) Choose |xccu|c.
Uniesliicled slock: 2000
Cuslonei consignnenl slock: 100
4. OPTIONAL: Tiy lo cieale a liIIing docunenl fion lhe deIiveiy
docunenl.
Can you do il` Why oi vhy nol`
a) |cgis|ics →Sa|cs and dis|riou|icn →8i||ing →8i||ing dccuncn|
→ Crca|c.
Lnlei docunenl nunlei of deIiveiy.
Choose |n|cr.
The docunenl is nol ieIevanl foi liIIing lecause liIIing has nol
leen defined in Cuslonizing foi consignnenl fiII-ups. Theie aie
no defauIl vaIues foi saIes docunenl lype CI foi oidei- and
deIiveiy-ieIaled liIIing docunenls. Ilen calegoiy KßN is nol
ieIevanl foi liIIing.
Ccn|inucd cn ncx| pagc
308 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
5. The cuslonei infoins you lhal lhey have used 50 pcs of lhe naleiiaI
T-ATE##in lhe consignnenl vaiehouse. Lnlei a consignnenl issue
(puichase oidei nunlei ##LO605-CI01). DeIivei lhe oidei and posl
goods issue.
Nntc: You can posl lhe goods issue diieclIy fion lhe deIiveiy,
as lhe goods do nol physicaIIy nove in youi vaiehouse (no
liansfei oidei iequiied). Cieale lhe deIiveiy diieclIy fion lhe
oidei. Iosl lhe goods issue diieclIy fion lhe deIiveiy.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc CI (consignment Issue)
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-CI01
Ma|cria| T-ATE##
Quan|i|q 50 pcs
c) Sa|cs dccuncn| →Dc|itcr.
Nntc: If you ieceive an eiioi nessage, No schedule
lines due for delivery:
SeIecl lhe 8ac| aiiov.
Lnlei a Sc|cc|icn da|c of lvo veeks fion loday.
Choose |n|cr.
d) SeIecl Pcs| Gccds |ssuc.
e) Choose Satc.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 309
Unit 8: SpeciaI Business Transactions SCM605
6. Check lhe consignnenl naleiiaI slock.
a) |cgis|ics →Ma|cria|s nanagcncn| →|ntcn|crq nanagcncn| →
|ntircnncn| →S|cc| →S|cc| ctcrticu.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Ma|cria| T-ATE##
P|an| 1200
c) Choose |xccu|c.
Uniesliicled slock: 1950
Cuslonei consignnenl slock: 50
7. OPTIONAL: ßiII lhe consignnenl issue. Can you do il` Why oi vhy
nol`
a) |cgis|ics →Sa|cs and dis|riou|icn →8i||ing →8i||ing dccuncn|
→ Crca|c.
l) Lnlei docunenl nunlei of deIiveiy.
c) Choose |n|cr.
Yes. A deIiveiy-ieIaled liIIing docunenl has leen defined foi
ilen calegoiy KLN in Cuslonizing. ßiIIing docunenl lype I2
has leen pioposed foi deIiveiy-ieIaled liIIing in saIes docunenl
lype CI.
8. The cuslonei infoins you lhal lhey don´l need lhe ienaining 50 pcs
of lhe naleiiaI T-ATE##. Lnlei a consignnenl pickup (CI) docunenl
lype (puichase oidei nunlei ##LO605-CP01).
Ccn|inucd cn ncx| pagc
310 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
DeIivei lhe oidei and posl a goods issue.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc CP (consignment
pickup)
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-CP01
Ma|cria| T-ATE##
Quan|i|q 50 pcs
c) Sa|cs dccuncn| →Dc|itcr.
Nntc: If you ieceive an eiioi nessage, No schedule
lines due for delivery:
SeIecl lhe 8ac| aiiov.
Lnlei a Sc|cc|icn da|c of lvo veeks fion loday.
Choose |n|cr.
d) SeIecl Pcs| Gccds Rcccip|.
e) Choose Satc.
9. Check lhe consignnenl naleiiaI slock.
a) |cgis|ics →Ma|cria|s nanagcncn| →|ntcn|crq nanagcncn| →
|ntircnncn| →S|cc| →S|cc| ctcrticu.
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Ma|cria| T-ATE##
P|an| 1200
Choose |xccu|c.
Uniesliicled slock: 1950
Cuslonei consignnenl slock: 0
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 311
Unit 8: SpeciaI Business Transactions SCM605
1O. OPTIONAL: ßiII lhe consignnenl pickup. Can you do il` Why oi
vhy nol`
a) |cgis|ics →Sa|cs and dis|riou|icn →8i||ing →8i||ing dccuncn|
→ Crca|c.
l) Lnlei docunenl nunlei of deIiveiy.
c) Choose |n|cr.
No. A liIIing lype couId nol le deleinined lecause liIIing
has nol leen defined foi lhe consignnenl pickup. Theie aie
no defauIl vaIues foi saIes docunenl lype CI foi oidei- and
deIiveiy-ieIaled liIIing docunenls.
DeIiveiy lype LR does nol conlain a defauIl oidei lype fion
vhich aIleinalive defauIl vaIues foi oidei- and deIiveiy-ieIaled
liIIing docunenls couId le deleinined. In addilion, ilen
calegoiy KAN is nol ieIevanl foi liIIing.
Task 2
OPTIONAL: You need lo ieviev lhe ilen calegoiies lhal aie leing
deleinined foi lhe consignnenl fiII-up (CI) and consignnenl issue (CI)
docunenl lypes lo gain an undeislanding of lhe lehavioi of each.
1. DispIay consignnenl fiII-up (CI) and consignnenl issue (CI) vilh
puichase oidei nunleis ##LO605-CF01 and ##LO605-CI01. Which
ilen and scheduIe Iine calegoiies did lhe syslen deleinine`
ConpIele lhe lalIe leIov.
Ccn|inucd cn ncx| pagc
312 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Consignments
Ilen calegoiy ScheduIe Iine cal.
Consignnenl
fiII-up
Consignnenl
issue
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) Lnlei lhe puichase oidei nunlei in lhe Purcnasc crdcr nunocr
fieId.
c) Choose Scarcn.
d) Choose Ccpq.
e) Choose |n|cr.
Reviev lhe ilen calegoiies.
f) SeIecl lhe Iine ilen. SeIecl Scncdu|c |inc lo viev lhe scheduIe Iines.
Ilen calegoiy ScheduIe Iine cal.
Consignnenl
fiII-up
KßN LO
Consignnenl
issue
KLN CO
Renain in lhe saIes docunenl lo conpIele lhe nexl exeicise.
Task 3
OPTIONAL: LxpIain vhy lhe consignnenl fiII-up (CI) and consignnenl
issue (CI) docunenl lypes lehaved so diffeienlIy.
1. Hov and vhy aie lhese scheduIe Iine calegoiies diffeienl fion each
olhei`
a) SeIecl Snipping fion lhe Scncdu|c |inc lal.
ScheduIe Iine calegoiy LO: Mnvcmcnt typc 631 (GI cnnsIgnmcnt
!cndIng)
ScheduIe Iine calegoiy CO: Mnvcmcnt typc 633 (GI Issuc
cnnsIgnmcnt custnmcr)
Duiing lhe fiII-up, lhe affecled slocks aie noved fion
uniesliicled use slocks lo lhe cuslonei´s consignnenl slocks
(speciaI slocks). The goods ienain in lhe cuslonei´s possession.
Consignnenl issue posls lhe goods fion lhe speciaI slock and
lhey lecone lhe piopeily of lhe cuslonei.
April 2003 © 2002 SAP AG. All rights reserved. 313
Unit 8: SpeciaI Business Transactions SCM605
Lesson Summary
You shouId nov le alIe lo:
- LxpIain hov cuslonei consignnenls aie iepiesenled in Cuslonizing
foi saIes
ReIated Information
- hllp://heIp.sap.con
- vvv.seaich.sap.con
314 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Unit Summary
Unit Summary
You shouId nov le alIe lo:
- LxpIain lhe speciaI fealuies of cash saIes and iush oideis and lhe
diffeiences lelveen lhen
- ConlioI fiee-of-chaige deIiveiies and sulsequenl fiee-of-chaige
deIiveiies
- LxpIain hov cuslonei consignnenls aie iepiesenled in Cuslonizing
foi saIes
ReIated Information
Ioi noie infoinalion iegaiding consignnenl piocessing, ieviev lhe SAI
heIp fiIes al hlZp://heIp.sap.con.
April 2003 © 2002 SAP AG. All rights reserved. 315
Unit Summary SCM605
316 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
253
Test Your KnowIedge
1. Rush oideis Rush oideis and cash saIes cash saIes aie saIes docunenl
lypes lhal aie used in lhe saIes-fion-pIanl piocess, oi foi vhen
lhe cuslonei needs lo pick up lheii goods innedialeIy fion lhe
vaiehouse.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
2. You cieale a deIiveiy fiee-of-chaige docunenl, foi exanpIe, vhen
you vanl lo send youi cuslonei a sanpIe.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
3. Sulsequenl fiee-of-chaige deIiveiies nusl have a pieceding
docunenl.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
4. To iepiesenl lhe cuslonei consignnenl piocess, lhe slandaid syslen
conlains foui docunenl lypes vilh individuaI sellings al lhe headei,
ilen, and scheduIe Iine IeveI.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
April 2003 © 2002 SAP AG. All rights reserved. 317
Test Your KnowIedge SCM605
254
Answers
1. Rush oideis and cash saIes aie saIes docunenl lypes lhal aie used in
lhe saIes-fion-pIanl piocess, oi foi vhen lhe cuslonei needs lo pick
up lheii goods innedialeIy fion lhe vaiehouse.
Answcr: Rush oideis, cash saIes
Rush oideis and cash saIes lolh cieale an innediale deIiveiy due
lo lhe sellings in configuialion.
2. You cieale a deIiveiy fiee-of-chaige docunenl, foi exanpIe, vhen
you vanl lo send youi cuslonei a sanpIe.
Answcr: Tiue
The deIiveiy fiee-of-chaige docunenl viII nol le piiced. This
selling/conlioI is coning fion lhe docunenl lype and ilen calegoiy
in lhe IMC.
3. Sulsequenl fiee-of-chaige deIiveiies nusl have a pieceding
docunenl.
Answcr: Tiue
Sulsequenl fiee-of-chaige deIiveiy docunenls nusl have a pieceding
docunenl lecause lhe Rcfcrcncc nanda|crq fieId is sel lo iequiie
a pioceeding docunenl in lhe docunenl lype foi sulsequenl
fiee-of-chaige deIiveiy (SDI).
4. To iepiesenl lhe cuslonei consignnenl piocess, lhe slandaid syslen
conlains foui docunenl lypes vilh individuaI sellings al lhe headei,
ilen, and scheduIe Iine IeveI.
Answcr: Tiue
The docunenl lypes aie consignnenl fiII-up (CI), consignnenl issue
(CI), consignnenl ieluin (CR), and consignnenl pickup (CI).
318 © 2002 SAP AG. All rights reserved. April 2003
Unit 9
255 IncompIetion
This unil and lhe ienaining unils use pails of lhe condilion lechnique oi
nake fuII use of lhe condilion lechnique. I usuaIIy lake aloul 3O ninules
lefoie I slail lhis unil lo expIain lhe condilion lechnique. I use piicing as
an exanpIe. If you aie nol faniIiai vilh lhe condilion lechnique oidei a
SCM62O piicing look and dovnIoad lhe insliucloi guide.
Unit Overview
The inconpIelion Iog piovides an essenliaI funclion ly checking lhal
ciilicaI dala is enleied in lhe docunenls foi a lusiness liansaclion. If
necessaiy, lhe syslen can le configuied so lhal il pievenls sulsequenl
piocessing, lhen lhe usei can nainlain any nissing dala. The syslen can
aIso le configuied lo pievenl a usei fion saving an inconpIele docunenl.
In lhis unil, you viII Ieain hov lo define youi ovn inconpIelion pioceduie
lo neel youi lusiness iequiienenls.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- LxpIain lhe inconpIelion Iog and piocess inconpIele oideis
- Adjusl lhe inconpIelion Iog in cuslonizing lo neel youi iequiienenls
Unit Contents
Lesson: Working with and Customizing the Ìncompletion Log. . . . . . . . . . . .321
Demonstration: Ìncomplete Sales Documents . . . . . . . . . . . . . . . . . . . . . . . . .323
Demonstration: Ìncompletion Messages Ìndicator . . . . . . . . . . . . . . . . . . . . .325
Procedure: Create an Ìncompletion Procedure for the Header of a
Sales Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .328
Procedure: Assign Header Ìncompletion Procedure to a Sales
Document Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .330
Demonstration: Create an Ìncompletion Procedure . . . . . . . . . . . . . . . . . . .330
April 2003 © 2002 SAP AG. All rights reserved. 319
Unit 9: IncompIetion SCM605
Demonstration: Assign Ìncompletion Procedure . . . . . . . . . . . . . . . . . . . . . .331
Demonstration: Effects of Ìncompletion Procedure . . . . . . . . . . . . . . . . . . .332
Exercise 15: Working with and Customizing Ìncompletion Log . . . . . .333
320 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
Lesson:
256
Working with and Customizing the IncompIetion
Log
Lesson Duialion: 45 ninules
Lesson Overview
The inconpIelion Iog piovides an essenliaI funclion ly checking lhal
ciilicaI dala is enleied in lhe docunenls foi a lusiness liansaclion. If
necessaiy, lhe syslen can le configuied so lhal il pievenls sulsequenl
piocessing, lhen lhe usei can nainlain any nissing dala. The syslen can
aIso le configuied lo pievenl a usei fion saving an inconpIele docunenl
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- LxpIain lhe inconpIelion Iog and piocess inconpIele oideis
- Adjusl lhe inconpIelion Iog in cuslonizing lo neel youi iequiienenls
This unil and lhe ienaining unils use pails of lhe condilion lechnique
oi nake fuII use of lhe condilion lechnique. Due lo lhal lake aloul 3O
ninules lefoie slailing lhis unil lo expIain lhe condilion lechnique. Use
piicing as an exanpIe. If you aie nol faniIiai vilh lhe condilion lechnique,
oidei a SCM62O piicing look and dovnIoad lhe insliucloi guide.
Business ExampIe
A vaiiely of infoinalion is iequiied lo ensuie lhal lhe saIes piocesses al
youi conpany iun snoolhIy. The anounl of infoinalion iequiied can
diffei depending on lhe piocess.
Il is youi iesponsiliIily lo configuie lhe syslen in such a vay lo nake suie
lhal peopIe can veiify lhal docunenl dala is conpIele duiing docunenl
enliy. You vanl lo conlioI vhich sulsequenl funclions of lhe docunenl
aie lIocked, depending on vhich infoinalion is nissing in lhe docunenl.
IncompIetion Log
An inconpIelion Iog is a Iisl of aII lhe dala lhal has nol yel leen enleied in
lhe syslen, lul lhal is essenliaI lo youi conpany in a saIes docunenl .
April 2003 © 2002 SAP AG. All rights reserved. 321
Unit 9: IncompIetion SCM605
Figure 60: IncompIetion Log
You can define lhese dala fieIds in Cuslonizing foi lhe inconpIelion Iog.
The syslen goes diieclIy fion lhe inconpIelion Iog lo lhe diffeienl vievs,
vheie you can lhen edil lhe inconpIele dala.
List of IncompIete Orders
Lach enpIoyee can Iisl aII of lhe inconpIele saIes oideis lhal lhey have
ciealed. They can aIso dispIay ceilain docunenls lhal have leen lIocked
foi a pailicuIai slep in a seIeclion scieen, such as a Iisl of aII lhe docunenls
lIocked foi shipping due lo inconpIelion.
322 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
Figure 61: Lists of IncompIete Orders
InconpIele oideis can le caIIed up fion lhe Iisl and conpIeled. When
you have finished piocessing, lhe syslen aulonalicaIIy ieluins lo lhe Iisl
of inconpIele docunenls.
Demonstration: IncompIete SaIes Documents
Purpose
Denonsliale InconpIele SaIes Docunenls
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
1. Cieale an oidei
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Namc Input Data
Docunenl lype OR
Cuslonei 2006
April 2003 © 2002 SAP AG. All rights reserved. 323
Unit 9: IncompIetion SCM605
MaleiiaI M-10
Quanlily 10 pcs
2. DeIele lhe pIanl al ilen IeveI. CaII up lhe inconpIelion Iog.
|di| →|cg cf |nccnp|c|c ||cns
Ldil lhe IO. Lnlei IO nunlei 2O.
Save lhe saIes docunenl as inconpIele.
3. CaII up lhe Iisl of inconpIele oideis.
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →|nfcrna|icn Sqs|cn →
Ordcrs →|nccnp|c|c Ordcrs
DeIele lhe enliy in lhe Crca|cd oq fieId. Lxecule lhe Iisl. SeIecl
docunenl, edil and ieluin lo lhe Iisl.
IncompIete SaIes Documents
In Cuslonizing foi saIes docunenl lypes, lhe |nccnp|c|.ncssagcs indicaloi
aIIovs you lo conlioI vhelhei inconpIele saIes docunenls can le saved
oi nol. If lhis indicaloi is Iefl lIank, lhen lhe inconpIelion pioceduie is
deleinined fion lhe slalus gioup.
Figure 62: IncompIete SaIes Documents
The pioceduie conlioIs lhe effecls lhal lhe inconpIele dala has on lhe
piocess.
324 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
Examp!cs:
- If lhe leins of paynenl aie nissing, lhe oidei can le deIiveied, lul il
cannol le liIIed. Al lhe sane line, you viII nol le alIe lo cieale a
nev oidei vilh iefeience lo an inconpIele oidei.
- The inconpIelion Iog leIIs you if lhe puichase oidei nunlei is
nissing, lul you can conlinue lo piocess lhe docunenl.
Demonstration: IncompIetion Messages Indicator
Purpose
Denonsliale selling lhe InconpIelion Messages indicaloi foi youi saIes
docunenl lype.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
1. Sel lhe |nccnp|c|c ncssagcs indica|cr in saIes docunenl lype ZA20
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG
Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs Dccuncn|
Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs
SeIecl Docunenl lype ZA20
SeIecl Dc|ai| icon
Aclivale indicaloi foi fieId |nccnp|c|c ncssagcs
SeIecl Satc icon
2. Cieale a nev ZA20 saIes docunenl lo shov lhe sludenls you can no
Iongei save lhe docunenl inconpIele.
Nntc: Don´l foigel lo deaclivale lhe selling.
ControIIing the IncompIetion Log
The inconpIelion Iog diffeienliales lelveen lhe foIIoving IeveIs:
- SaIes docunenl headei
- SaIes docunenl ilen
April 2003 © 2002 SAP AG. All rights reserved. 325
Unit 9: IncompIetion SCM605
- SaIes docunenl scheduIe Iine
Figure 63: ControIIing the IncompIetion Log
In each pioceduie you deleinine vhich fieIds aie checked foi conpIelion.
Deleinine aieas of vaIidily ly assigning pioceduies. Ioi exanpIe, you can
assign lhe inconpIelion pioceduie foi lhe saIes docunenl headei, using
lhe saIes docunenl lype.
- The inconpIelion pioceduie foi lhe headei IeveI is defined in lhe
docunenl lype.
- The inconpIelion pioceduie foi ilen IeveI is defined in lhe ilen
calegoiy.
- The inconpIelion pioceduie foi scheduIe Iine IeveI is defined in lhe
scheduIe Iine calegoiy.
You can aIso fIag pailnei funclions, lexls, and condilion lypes in piicing
as nandaloiy. If lhese enliies aie nissing, a nole viII appeai in lhe
inconpIelion Iog.
Status of IncompIete SaIes Documents
InconpIele docunenl dala affecls fuilhei piocessing in diffeienl vays. A
status grnup is assigned lo each fieId in lhe inconpIelion pioceduie.
326 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
Figure 64: Status of IncompIete SaIes Documents
When you define lhe slalus gioups, you decide vhich sleps shouId le
pievenled if dala is nissing.
You can specify, foi exanpIe, lhal ilen dala in a saIes oidei is inconpIele
and cannol le piocessed foi deIiveiy vilhoul infoinalion aloul a shipping
poinl. If, duiing saIes oidei piocessing, lhe shipping poinl is nissing, lhe
inconpIelion Iog noles lhal lhe deIiveiy infoinalion is inconpIele.
A slalus gioup can conlain any nunlei of lhese effecls. This aIIovs you lo
conlioI lhe effecl of inconpIele dala sepaialeIy foi each fieId.
April 2003 © 2002 SAP AG. All rights reserved. 327
Unit 9: IncompIetion SCM605
262
Create an IncompIetion Procedure for the Header of a
SaIes Document
1. Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
2. SeIecl SAP Rcfcrcncc |MG.
3. Sa|cs and Dis|riou|icn →8asic |unc|icns→|cg cf inccnp|c|c i|cns→
Dcfinc |nccnp|c|icn Prcccdurcs.
4. SeIecl A.
5. SeIecl lhe Prcccdurc foIdei.
6. Choose Cnangc.
7. SeIecl Ncu cn|rics.
8. Lnlei lhe code (slail vilh Z) foi youi pioceduie and lhe desciiplion.
Save lhe pioceduie code and desciiplion.
Nntc: You nay cieale anolhei session lo lesl lhe
cuslonizalions enleied alove.
9. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
1O. Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc your choice
Sc|d-|c par|q your choice
Purcn.crdcr.nc 20
Ma|cria| your choice
Quan|i|q 1 pc
11. SeIecl lhe fieId lhal you vanl lo incIude in youi inconpIelion
pioceduie.
12. SeIecl |1.
13. SeIecl Tccnnica| |nfc.
14. Recoid lhe infoinalion: TalIe _____, IieId nane _____, Scieen ____.
Reluin lo youi session in lhe IMC.
15. SeIecl lhe |ic|ds foIdei.
Ccn|inucd cn ncx| pagc
328 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
16. SeIecl Main|ain cn|rics.
17. Lnlei lhe dala you found: lalIe, fieId nane, and scieen.
18. SeIecl a slalus gioup of youi choice. The slalus gioup you seIecl
viII deleinine vhal lypes of sulsequenl aclivilies aie aIIoved. Save
lhe pioceduie.
April 2003 © 2002 SAP AG. All rights reserved. 329
Unit 9: IncompIetion SCM605
264
Assign Header IncompIetion Procedure to a SaIes
Document Type
1. Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
2. SeIecl SAP Rcfcrcncc |MG.
3. Sa|cs and Dis|riou|icn→8asic |unc|icns→|cg cf inccnp|c|c i|cns →
Assign inccnp|c|icn prcccdurcs.
4. SeIecl Assign prcccdurcs |c sa|cs dccuncn| |qpcs.
5. Mainlain lhe enliy foi youi saIes docunenl lype.
6. Choose Satc.
Demonstration: Create an IncompIetion Procedure
Purpose
Cieale an InconpIelion pioceduie foi a saIes docunenl headei.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
1. Cieale an inconpIelion pioceduie al docunenl headei IeveI in
cuslonizing.
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
Sa|cs and Dis|riou|icn →8asic |unc|icns →|cg cf |nccnp|c|c i|cns →
Dcfinc |nccnp|c|icn Prcccdurcs
Copy inconpIelion pioceduie 11. The nev pioceduie shouId le ZO,
Tiade faii pioceduie
The nev pioceduie shouId conlain lhe fieId Ordcr rcascn
Nntc: Cieale anolhei session lo deleinine lhe iequiied info
fion lhe saIes docunenl headei.
|cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
330 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
FIc!d Data
Docunenl lype ZA20
SoId-lo paily T-S62A20
Iuich.oidei.no 20
MaleiiaI T-ATA20
Quanlily 1 pc
SeIecl lhe Ordcr Rcascn fieId.
SeIecl |1
SeIecl Tccnnica| |nfc icon.
Recoid lhe infoinalion: Tao|c V8AK, |ic|d nanc AUGRU, Scrccn
KKAU.
Reluin lo youi session in lhe IMC and inpul lhe dala you found.
AIso, seIecl a Slalus gioup of O2 (no deIiveiy viII le ciealed if lhe
oidei ieason fieId is nissing in lhe saIes docunenl) and aclivale lhe
larning fieId.
Save lhe pioceduie.
Demonstration: Assign IncompIetion Procedure
Purpose
To assign an inconpIelion pioceduie lo a saIes docunenl lype.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
1. Assign lhe pioceduie lo saIes docunenl lype ZA2O.
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
Sa|cs and Dis|riou|icn→8asic |unc|icns→|cg cf inccnp|c|c i|cns →
Assign |nccnp|c|icn prcccdurcs
SeIecl Assign prcccdurcs |c sa|cs dccuncn| |qpcs
Mainlain lhe enliy foi youi saIes docunenl lype ZA20
April 2003 © 2002 SAP AG. All rights reserved. 331
Unit 9: IncompIetion SCM605
SeIecl Satc
Demonstration: Effects of IncompIetion Procedure
Purpose
Denonsliale lhe effecl lhe inconpIelion pioceduie has on lhe saIes
docunenl.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied infoinalion fion lhe lalIe leIov
FIc!d Data
Docunenl lype ZA20
SoId-lo paily T-S62A20
Iuich.oidei.no 20
MaleiiaI T-ATA20
Quanlily 1 pc
Nntc: You shouId ieceive a vaining lhal you need lo enlei
lhe Ordcr rcascn
SeIecl Gccd scrticc
SeIecl Satc
332 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
265 Exercise 15: Working with and
Customizing IncompIetion Log
Lxeicise Duialion: 3O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Use lhe inconpIelion Iog foi saIes docunenls duiing docunenl
piocessing, and conlioI il in Cuslonizing
Business ExampIe
You need lo cieale a lusiness pioceduie lhal nalches youi lusiness
piocesses. Youi conpany has deleinined lhal ceilain essenliaI infoinalion
nusl lheiefoie le enleied in aII docunenls.
The inconpIelion pioceduie ensuies lhal you cannol conlinue vilh ceilain
sleps in lhe lusiness piocess vhen essenliaI dala is nissing.
System Data
5ystcm: Ioi Iuluie Use.
C!Icnt: Ioi Iuluie Use.
Uscr ID: Ioi Iuluie Use.
Passwnrd: Ioi Iuluie Use.
Task 1
You vouId Iike lo ensuie lhal saIes docunenls of lype ZA##cannol le Iefl
inconpIele in saIes oidei piocessing.
1. Cieale an oidei vilh oidei lype ZA## foi cuslonei T-562A##
and naleiiaI T-ATA##(10 pcs), and save lhe docunenl wIthnut a
puichase oidei nunlei.
Can you do il`
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
2. Aclivale lhe |nccnp|c|c ncssagcs indicaloi foi saIes docunenl lype
ZA##.
3. Cieale anolhei oidei vilh oidei lype ZA##foi cuslonei T-562A##
and naleiiaI T-ATA## (10pcs) . Save lhe docunenl vilhoul a
puichase oidei nunlei.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 333
Unit 9: IncompIetion SCM605
Can you do il`
Nntc: Make suie you lack aII lhe vay oul of lhe Sa|cs crdcr
crca|c scieen lefoie ciealing lhe nev oidei. If you do nol
lack oul, lhe syslen viII iead vhal is sloied in lhe luffei
foi docunenl lype ZA##and viII nol considei youi iecenl
Cuslonizing change.
4. Iiocess lhe inconpIelion Iog ly enleiing puichase oidei nunlei
##LO605-ZA##07. Save lhe docunenl and iecoid lhe docunenl
nunlei.
5. DeIele lhe |nccnp|c|c ncssagc indicaloi foi lhe saIes docunenl lype
ZA##.
Task 2
You vanl lo ensuie lhal lhe nane of lhe conlacl peison vho is iesponsilIe
foi lhe saIes oidei is aIvays enleied in liade faii oideis.
You viII find lhe fieId foi enleiing lhe conlacl nane on lhe Sa|cs Dccuncn|
Hcadcr scieen, Purcnasc Ordcr Da|a lal.
1. Cieale an inconpIelion pioceduie, Y# vilh desciiplion Ordcr
prnccdurc ##.
Nntc: Use lhe key fion lhe lalIe leIov lased on youi sludenl
gioup nunlei. Ignoie lhe syslen nessage iegaiding lhe
nanespace convenlions. (Ioi exanpIe, gioup O1 viII cieale
pioceduie YA.)
Ccn|inucd cn ncx| pagc
334 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
Grnup
numbcr
Prnccd. Grnup
num-
bcr
Prnccd. Grnup
numbcr
Prnccd.
O1 YA O7 YC 13 YM
O2 Yß O8 YH 14 YN
O3 YC O9 YI 15 YO
O4 YD 1O Y} 16 YI
O5 YL 11 YK 17 YQ
O6 YI 12 YL 18 YR
Save lhe nev pioceduie code Y#and desciiplion Ordcr prnccdurc ##.
2. Lnlei lhe fieId foi lhe oideiing paily´s nane, BNAME, fion lalIe
VBAK. This fieId viII le dispIayed in lhe K8|S Hcadcr - Purcnasc
crdcr dala saIes oidei scieen.
HInt: If lhe oideiing paily´s nane is nissing in lhe saIes
docunenl, lhe syslen shouId nol cieale a deIiveiy. Assign
a coiiesponding slalus gioup lhal viII pievenl lhe ciealion
of a deIiveiy if lhe oideiing paily´s conlacl nane is nissing
fion lhe saIes docunenl.
Save lhe pioceduie.
3. Assign lhe inconpIelion pioceduie Y#lo saIes docunenl lype ZA##.
Task 3
Cieale an oidei vilh oidei lype ZA##foi cuslonei T-562A##and naleiiaI
T-ATA##(1 pc). Iuichase oidei nunlei: ##LO605-ZA##49.
1. Save lhe inconpIele oidei and iecoid lhe docunenl nunlei.
2. CaII up lhe oidei in change node and deIivei lhe oidei. Sel lhe
sc|cc|icn da|c on lhe deIiveiy scieen lo a nonlh fion loday.
Whal nessage appeais`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 335
Unit 9: IncompIetion SCM605
3. Change lhe oidei and edil lhe inconpIelion Iog.
Save youi changes.
4. Tiy lo deIivei lhe oidei again. Can you do il`
Save lhe deIiveiy and iecoid lhe docunenl nunlei.
336 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
SoIution 15: Working with and
Customizing IncompIetion Log
Task 1
You vouId Iike lo ensuie lhal saIes docunenls of lype ZA##cannol le Iefl
inconpIele in saIes oidei piocessing.
1. Cieale an oidei vilh oidei lype ZA## foi cuslonei T-562A##
and naleiiaI T-ATA##(10 pcs), and save lhe docunenl wIthnut a
puichase oidei nunlei.
Can you do il`
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc ZA##
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc blank
Ma|cria| T-ATA##
Quan|i|q 10 pcs
c) Choose Satc and a docunenl nunlei viII le geneialed.
Yes, lhe inconpIele docunenl can le saved.
2. Aclivale lhe |nccnp|c|c ncssagcs indicaloi foi saIes docunenl lype
ZA##.
a) Sel lhe |nccnp|c|c ncssagcs indicaloi in saIes docunenl lype ZA#.
Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs Dccuncn|s → Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
d) SeIecl Docunenl lype ZA##.
e) SeIecl Dc|ai|.
f) Aclivale indicaloi foi lhe |nccnp|c|c ncssagcs fieId.
g) Choose Satc.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 337
Unit 9: IncompIetion SCM605
3. Cieale anolhei oidei vilh oidei lype ZA##foi cuslonei T-562A##
and naleiiaI T-ATA## (10pcs) . Save lhe docunenl vilhoul a
puichase oidei nunlei.
Can you do il`
Nntc: Make suie you lack aII lhe vay oul of lhe Sa|cs crdcr
crca|c scieen lefoie ciealing lhe nev oidei. If you do nol
lack oul, lhe syslen viII iead vhal is sloied in lhe luffei
foi docunenl lype ZA##and viII nol considei youi iecenl
Cuslonizing change.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Namc Input Data
Dccuncn| |qpc ZA##
Cus|cncr T-S62A##
Purcn.crdcr.nc blank
Ma|cria| T-ATA##
Quan|i|q 10 pcs
c) Choose Satc.
No, you cannol save lhe oidei lecause you sel lhe |nccnp|c|c
ncssagc indicaloi foi docunenl lype ZA##.
4. Iiocess lhe inconpIelion Iog ly enleiing puichase oidei nunlei
##LO605-ZA##07. Save lhe docunenl and iecoid lhe docunenl
nunlei.
a) SeIecl |di| Da|a.
l) SeIecl Ccnp|c|c Da|a.
c) Lnlei lhe puichase oidei nunlei: ##LO605-ZA##07
d) SeIecl lhe 8ac| aiiov.
e) Choose Satc. A docunenl nunlei viII le geneialed.
Ccn|inucd cn ncx| pagc
338 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
5. DeIele lhe |nccnp|c|c ncssagc indicaloi foi lhe saIes docunenl lype
ZA##.
a) Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn → Sa|cs → Sa|cs Dccuncn|s → Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
d) SeIecl Docunenl lype ZA##.
e) SeIecl Dc|ai|.
f) Deaclivale lhe indicaloi foi lhe |nccnp|c|c ncssagc fieId.
g) Choose Satc.
Task 2
You vanl lo ensuie lhal lhe nane of lhe conlacl peison vho is iesponsilIe
foi lhe saIes oidei is aIvays enleied in liade faii oideis.
You viII find lhe fieId foi enleiing lhe conlacl nane on lhe Sa|cs Dccuncn|
Hcadcr scieen, Purcnasc Ordcr Da|a lal.
1. Cieale an inconpIelion pioceduie, Y# vilh desciiplion Ordcr
prnccdurc ##.
Nntc: Use lhe key fion lhe lalIe leIov lased on youi sludenl
gioup nunlei. Ignoie lhe syslen nessage iegaiding lhe
nanespace convenlions. (Ioi exanpIe, gioup O1 viII cieale
pioceduie YA.)
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 339
Unit 9: IncompIetion SCM605
Grnup
numbcr
Prnccd. Grnup
num-
bcr
Prnccd. Grnup
numbcr
Prnccd.
O1 YA O7 YC 13 YM
O2 Yß O8 YH 14 YN
O3 YC O9 YI 15 YO
O4 YD 1O Y} 16 YI
O5 YL 11 YK 17 YQ
O6 YI 12 YL 18 YR
Save lhe nev pioceduie code Y#and desciiplion Ordcr prnccdurc ##.
a) Cieale an inconpIelion pioceduie Y# (key of lhe nev pioceduie
foi each sludenl gioup):
SeIecl Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →8asic |unc|icns→|cg cf inccnp|c|c i|cns→
Dcfinc |nccnp|c|icn Prcccdurcs.
d) SeIecl A.
e) SeIecl lhe Prcccdurc foIdei.
f) Choose Cnangc.
g) SeIecl Ncu cn|rics.
h) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Prcccdurc ccdc Y#
Dcscrip|icn Order Procedure ##
i) Choose Satc.
Ccn|inucd cn ncx| pagc
340 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
2. Lnlei lhe fieId foi lhe oideiing paily´s nane, BNAME, fion lalIe
VBAK. This fieId viII le dispIayed in lhe K8|S Hcadcr - Purcnasc
crdcr dala saIes oidei scieen.
HInt: If lhe oideiing paily´s nane is nissing in lhe saIes
docunenl, lhe syslen shouId nol cieale a deIiveiy. Assign
a coiiesponding slalus gioup lhal viII pievenl lhe ciealion
of a deIiveiy if lhe oideiing paily´s conlacl nane is nissing
fion lhe saIes docunenl.
Save lhe pioceduie.
a) SeIecl lhe |ic|ds foIdei.
l) SeIecl Main|ain cn|rics.
c) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Tao|c VBAK
|ic|d BNAME
Scrccn KBES
S|a|us grcup 02
d) Choose Satc.
Nntc: You can deleinine lhe nanes of lalIes and fieIds in
lhe saIes docunenl ly pIacing lhe cuisoi on lhe ieIevanl
fieId, seIecling |1, and lhen seIecling Tccnnica| infc.
3. Assign lhe inconpIelion pioceduie Y#lo saIes docunenl lype ZA##.
a) Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn→8asic |unc|icns→|cg cf inccnp|c|c i|cns →
Assign inccnp|c|icn prcccdurcs.
d) SeIecl Assign prcccdurcs |c sa|cs dccuncn| |qpcs.
e) Mainlain lhe enliy foi youi saIes docunenl lype, ZA##.
f) Choose Satc.
Task 3
Cieale an oidei vilh oidei lype ZA##foi cuslonei T-562A##and naleiiaI
T-ATA##(1 pc). Iuichase oidei nunlei: ##LO605-ZA##49.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 341
Unit 9: IncompIetion SCM605
1. Save lhe inconpIele oidei and iecoid lhe docunenl nunlei.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied infoinalion fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc ZA##
Sc|d-|c par|q T-S62A##
Purcn.crdcr.nc ##LO605-ZA##49
Ma|cria| T-ATA##
Quan|i|q 1 pc
c) Choose Satc. A docunenl nunlei viII le geneialed.
Nntc: You shouId ieceive a nessage lhal lhe conlacl
peison is nissing. Save lhe docunenl as inconpIele.
2. CaII up lhe oidei in change node and deIivei lhe oidei. Sel lhe
sc|cc|icn da|c on lhe deIiveiy scieen lo a nonlh fion loday.
Whal nessage appeais`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) Choose |n|cr.
c) Sa|cs dccuncn|→Dc|itcr.
Message: The order cannot be delivered. Log:
Order is incomplete
3. Change lhe oidei and edil lhe inconpIelion Iog.
Save youi changes.
a) |cgis|ics →Sa|cs and dis|riou|icn→Sa|cs→Ordcr→Cnangc.
l) |di| →|cg cf inccnp|c|c i|cns.
c) SeIecl Ordcring par|q´s nanc.
d) SeIecl Ccnp|c|c da|a.
Lnlei any nane you Iike.
e) Choose 8ac|.
Slay in lhe oidei lo conpIele lhe nexl exeicise.
4. Tiy lo deIivei lhe oidei again. Can you do il`
Ccn|inucd cn ncx| pagc
342 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing the IncompIetion Log
Save lhe deIiveiy and iecoid lhe docunenl nunlei.
a) Sa|cs dccuncn| →Dc|itcr .
Yes, lhe oidei can le deIiveied lecause lhe nissing dala has
leen conpIeled.
l) Choose Satc. A deIiveiy docunenl nunlei viII le geneialed.
April 2003 © 2002 SAP AG. All rights reserved. 343
Unit 9: IncompIetion SCM605
Lesson Summary
You shouId nov le alIe lo:
- LxpIain lhe inconpIelion Iog and piocess inconpIele oideis
- Adjusl lhe inconpIelion Iog in cuslonizing lo neel youi iequiienenls
ReIated Information
- hllp:/heIp.sap.con
- vvv.seaichsap.con
344 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Unit Summary
Unit Summary
You shouId nov le alIe lo:
- LxpIain lhe inconpIelion Iog and piocess inconpIele oideis
- Adjusl lhe inconpIelion Iog in cuslonizing lo neel youi iequiienenls
ReIated Information
Ioi noie infoinalion iegaiding inconpIelion oi condilion lechnique,
ieviev lhe SAI heIp fiIes alhllp://heIp.sap.con.
April 2003 © 2002 SAP AG. All rights reserved. 345
Unit Summary SCM605
346 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
277
Test Your KnowIedge
1. The inconpIelion pioceduie can slop sulsequenl funclions fion
laking pIace.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
2. You can cieale an inconpIelion pioceduie foi lhe headei headei,
ilen ilen, and scheduIe Iine scheduIe Iine of a saIes docunenl.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
3. In Cuslonizing foi saIes docunenl lypes, lhe |nccnp|c|c ncssagcs
fieId aIIovs you lo conlioI vhelhei inconpIele saIes docunenls can
le saved oi nol.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
April 2003 © 2002 SAP AG. All rights reserved. 347
Test Your KnowIedge SCM605
278
Answers
1. The inconpIelion pioceduie can slop sulsequenl funclions fion
laking pIace.
Answcr: Tiue
ßased on lhe slalus gioup you assign lo lhe fieIds in youi
inconpIelion pioceduie, you can slop lhe ciealion of deIiveiy,
picking, packing, posl goods issue, piicing, and liIIing.
2. You can cieale an inconpIelion pioceduie foi lhe headei, ilen, and
scheduIe Iine of a saIes docunenl.
Answcr: headei, ilen, scheduIe Iine
You can aIso cieale inconpIelion pioceduies foi deIiveiies, liIIing
docunenls, and pailnei funclions.
3. In Cuslonizing foi saIes docunenl lypes, lhe |nccnp|c|c ncssagcs
fieId aIIovs you lo conlioI vhelhei inconpIele saIes docunenls can
le saved oi nol.
Answcr: Tiue
If lhe Mcssagc fieId is sel, you cannol save lhe saIes docunenl. If lhe
svilch is nol sel, lhen lhe fuilhei couise of lhe lusiness piocess is
deleinined fion lhe slalus gioups of lhe inconpIelion pioceduie.
348 © 2002 SAP AG. All rights reserved. April 2003
Unit 10
279 Business Partners and Partner
Determination
You shouId cieale a nev pailnei funclion and a pailnei deleininalion
pioceduie. So lhe sludenls aie nade avaie of lhe oplions lhey have
iegaiding pailnei piocessing.
Read lhe docunenlalion in lhe IMC iegaiding Iailnei deleininalion and
accounl gioup. SeIecl I1 on aII lhe fieIds duiing youi piep lo gain a lellei
undeislanding of lhe fieIds you viII see.
Unit Overview
In lhis unil you viII gain an undeislanding of pailnei lype, pailnei
funclions, and accounl gioup. You viII Ieain hov lo cieale a nev pailnei
lype and pailnei deleininalion pioceduie lo neel youi conpany´s
iequiienenls.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Idenlify lusiness pailneis vilhin lhe saIes piocess
- IncIude addilionaI pailneis in lhe saIes piocess
- Nane lhe nosl inpoilanl ciileiia foi deleinining lusiness pailneis
- Sel up nev lusiness pailneis in Cuslonizing
- Sel up pailnei deleininalion in Cuslonizing
Unit Contents
Lesson: Business Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .351
Demonstration: Partner Types and Partner Functions. . . . . . . . . . . . . . . . .354
Procedure: Display Partner Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .357
Demonstration: Partner Functions in the Sales Process. . . . . . . . . . . . . .359
Demonstration: Partner Function. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .360
April 2003 © 2002 SAP AG. All rights reserved. 349
Unit 10: Business Partners and Partner Determination SCM605
Demonstration: Customer Master and Account Group. . . . . . . . . . . . . . . .362
Exercise 16: Business Partners and Partner Determination. . . . . . . . . .365
Lesson: Partner Determination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .370
Demonstration: Display Customer Master and the Account Group .374
Demonstration: Partner determination procedure for object: Customer
Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .375
Demonstration: Partner determination procedure for object: Document
header. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .376
Demonstration: Test your customer partner determination procedures
for both objects: customer master and document header. . . . . . . . . . . . .377
Exercise 17: Partner Determination Procedure . . . . . . . . . . . . . . . . . . . . . . . .381
350 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
Lesson:
280
Business Partners
Lesson Duialion: 3O ninules
Lesson Overview
In lhis Iesson you viII gain an undeislanding of pailnei lype, pailnei
funclions, and accounl gioup. You viII Ieain hov lo cieale a nev pailnei
funclion lo neel youi lusiness iequiienenls.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Idenlify lusiness pailneis vilhin lhe saIes piocess
- IncIude addilionaI pailneis in lhe saIes piocess
This lopic is discussed lefoie lhe OulIine Agieenenls unil lecause lhe
pailicipanls need lo undeisland lhis lheoiy lefoie Iooking al lhe idea of
pailneis aulhoiized lo ieIease
SoId-lo, Ship-lo, ßiII- lo and Iayei aie nandaloiy pailnei funclions.
Cusloneis can cieale lheii ovn pailnei funclions and viII do so in lheii
exeicise foi lhis Iesson.
LxpIain lo lhe sludenls lhal pailnei lypes aIIov us lo dislinguish lelveen
diffeienl lusiness pailneis and pailnei funclions iepiesenl lhe ioIes lhey
pIay vilhin lhe lusiness liansaclion.
You viII discuss pailnei deleininalion in lhe nexl Iesson so focus on
vhal is a pailnei lype, pailnei funclion and lhe accounl gioup in lhis
Iesson. To gain a lellei undeislanding of accounl gioup Iook al lhe
docunenlalion foi Accounl Cioups via lhe IMC (liansaclion code SIRO)
|inancia| Acccun|ing →Acccun|s Rcccitao|c and Acccun|s Paqao|c →Cus|cncr
Acccun|s →Mas|cr Da|a →Prcpara|icns fcr Crca|ing Cus|cncr Mas|cr Rcccrds
Business ExampIe
As pail of youi effoils lo inpiove cuslonei seivice, you vanl lo
assign each of youi cusloneis a saIes enpIoyee as lheii ovn peisonaI
iepiesenlalive.
This infoinalion shouId le avaiIalIe aulonalicaIIy in youi saIes
docunenls.
Youi conpany is aIso invesligaling vhelhei you can evaIuale lhis dala lo
ollain ciileiia foi avaiding peifoinance lonuses lo youi slaff.
April 2003 © 2002 SAP AG. All rights reserved. 351
Unit 10: Business Partners and Partner Determination SCM605
Business Partners
Diffeienl lusiness pailneis vilh diffeienl lusiness ieIalionships exisl
vilhin a naikelpIace.
LxanpIes of lusiness pailneis aie:
- Cuslonei
- Vendoi
- LnpIoyee
- Conlacl peison
Figure 65: Business Partners
LxanpIes of lusiness ieIalionships aie:
- Vcndnr-custnmcr: The vendoi acls as lhe foivaiding agenl lo lhe
cuslonei.
- Cnntact pcrsnn-custnmcr: The conlacl peison is enpIoyed al lhe
cuslonei´s conpany, oi is lhe cuslonei´s consuIlanl, lul does nol
voik in lhe sane conpany.
- Custnmcr-custnmcr: The soId-lo paily and ship-lo paily aie diffeienl
peopIe.
- Emp!nycc-cnntact pcrsnn: Conlacl peison is Iooked aflei individuaIIy
- Emp!nycc - custnmcr Cuslonei nanagei
352 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
Partner Types
The lusiness pailneis lhal exisl in lhe naikelpIace aie iepiesenled ly
a pailnei lype in SAI R/3.
Figure 66: Partner Types
Iailnei lypes AI, KU, LI, and IL aie defined in pailnei piocessing foi SAI
SaIes and Disliilulion. These aie defined as foIIovs:
- AI Conlacl peison
- KU Cuslonei
- LI Vendoi
- IL IeisonneI
In olhei appIicalions (such as seivice nanagenenl), diffeienl pailnei lypes
have leen defined (foi exanpIe, O foi oiganizalionaI unil, S foi posilion,
A foi voik cenlei).
Partner Functions
WhiIe pailnei lypes aIIov us lo dislinguish lelveen diffeienl lusiness
pailneis, partncr functInns iepiesenl lhe ioIes pIayed ly lusiness pailneis
vilhin lhe lusiness liansaclion.
Ioi exanpIe, diffeienl cusloneis (cuslonei pailneis) can assune ceilain
ioIes in a lusiness liansaclion. The cuslonei vho pIaces lhe oidei does
nol necessaiiIy have lo le lhe sane cuslonei vho ieceives lhe goods, oi
vho is iesponsilIe foi paying lhe invoice.
April 2003 © 2002 SAP AG. All rights reserved. 353
Unit 10: Business Partners and Partner Determination SCM605
Assigning pailnei funclions in lhe SAI R/3 SD deleinines lhe funclion(s)
of pailicuIai pailneis in lhe saIes piocess. One pailnei nay lake on seveiaI
funclions.
Figure 67: Partner Functions
In lhe sinpIesl case, aII lhe pailnei funclions vilhin lhe cuslonei pailnei
lype vouId le assigned lo one lusiness pailnei. In olhei voids, lhe sane
cuslonei vouId le lhe soId-lo paily, ship-lo paily, payei, and liII-lo paily.
You can enlei conlacl peisons foi a cuslonei diieclIy in lhe cuslonei
naslei, lhey viII le aulonalicaIIy assigned lo lhal cuslonei. The conlacl
peison can aIso le assigned lo anolhei cuslonei, foi exanpIe, in a
consuIlanl ioIe.
The foivaiding agenl is an agenl vho peifoins lianspoilalion seivices.
This incIudes oiganizing lhe shipnenl, deIiveiy and ieceipl of lhe goods,
aiianging caiiiei seivices, and handIing cuslons issues.
LnpIoyees of youi ovn conpany (such as saIes iepiesenlalives oi
cIeiks) aie nanaged in lhe enpIoyee naslei iecoids. They can assune
pailnei funclions of pailnei lype IeisonneI, such as pailnei funclion LR,
iesponsilIe enpIoyee.
Demonstration: Partner Types and Partner Functions
Purpose
DispIay Iailnei Types and Iailnei Iunclions
354 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: You shouId have lvo sessions open. Iiisl session:
DispIay lhe Iailnei Iunclions lal in lhe cuslonei naslei. Second session:
IMC
1. Shov pailnei lypes and pailnei funclions
Tcc|s →Cus|cnizing →|MG →|di| Prcjcc| SeIecl SAP Rcfcrcncc |MG
push lullon
Sa|cs and Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn →
Dcfinc Par|ncr |unc|icns
SeIecl Par|ncr |unc|icns push lullon
Nntc: Menu palh....Define Iailnei Iunclions oi Define and
Assign Iailnei Deleininalion Iioceduies oi Assign Iailnei
Iunclions On The Delil Side To Accounl Cioups viII lake you
lo lhe sane pIace. Menlion lo lhe sludenls lhal lhe nenus aie
lheie lo ienind lhen of lhe sleps lhal need lo le done lul
lhey couId seIecl lhe one lhey vanl lo use. Don´l go in lo lhe
Iailnei Deleininalion Iioceduie al lhis line. The focus of
lhis Iesson shouId le on pailnei lype and pailnei funclion.
Ioinl oul lhe Iailnei Iunclions and Iailnei Types.
Use lhe lIank lox al lollon of scieen (posilion lullon il doesn´l say
lhal lul il is lhe posilion lullon). Type in AC, nole lhal il puIIs up
SI SoId-lo Iaily. AC and SI aie lhe sane lhing, lhe dispIay in lhe
Cuslonei Maslei is lased on lhe Ceinan liansIalion AC. In lhe
IMC il is lased on lhe LngIish liansIalion SI. Sonelines lhis viII le
liansIaled and sonelines il viII nol accoiding lo lhe liaining syslen
you aie assigned so le avaie.
When you define a pailnei funclion, you specify foi exanpIe, cusloneis,
vendois, lhe cuslonei´s enpIoyees oi youi ovn enpIoyees. Depending
on lhe pailnei funclion, lhe syslen expecls a cuslonei nunlei, vendoi
nunlei, peisonneI nunlei, oi a fiee enliy.
In ciealing pailnei funclions you can enlei lhe foIIoving paianeleis:
Iailnei funclion: Specify an aIphanuneiic key vhich can have up lo 2
chaiacleis and a desciiplion foi a pailnei funclion.
April 2003 © 2002 SAP AG. All rights reserved. 355
Unit 10: Business Partners and Partner Determination SCM605
Iailnei lype: The pailnei lype is an indicaloi vhich infoins you of lhe
lype of pailnei, foi exanpIe, pailnei lype - cuslonei KU. CuiienlIy, you
cannol change lhe pailnei lypes in cuslonizing. You can onIy seIecl lhe
pailnei lypes lhal aie incIuded in lhe slandaid SAI R/3 Syslen.
Ioi a pailnei funclion, you can specify lhe highei-IeveI pailnei funclion.
In lhis vay, you can poiliay an exisling dependency lelveen lhe pailnei
funclions.
Unique in cuslonei naslei iecoid: If you chaiacleiize a pailnei funclion
as unique, you can specify il onIy once in lhe cuslonei naslei iecoid. The
soId-lo paily has lo le unique in lhe cuslonei naslei iecoid, vheieas you
nay specify seveiaI conlacl peisons.
Cuslonei hieiaichy lype: In lhis fieId you can specify vhelhei a pailnei
funclion can le used foi a cuslonei hieiaichy. Lnlei lhe cuslonei
hieiaichy lype peinilled foi lhe pailnei funclion. Refei lo lhe seclion
Dcfinc nicrarcnq |qpcs and assign |c acccun| grcups.
Conveil funclions: If you voik vilh seveiaI Ianguages in lhe saIes and
disliilulion syslen, you can caiiy oul a Ianguage-dependenl funclion
conveision. This neans you can dispIay lhe inleinaI key definilion, foi
exanpIe, AC, WL, and so on, diffeienlIy on lhe scieen depending on lhe
Iogon Ianguage of lhe usei. Ioi exanpIe, you can dispIay lhe key CUas AC
vhen Iogged on in Ceinan. (The conveision is necessaiy lecause pailnei
funclions such as AC and WL aie pailiaIIy haid coded in lhe piogians.)
Nntc: The conveision of a nev funclion key is aIvays caiiied oul
in lhe Ianguage in vhich you aie Iogged on lo lhe syslen vhen
changing.
SAI Reconnendalion: If you define a nev pailnei funclion, lhe key
shouId slail vilh lhe Y oi Z since SAI ieseives lhese Ielleis foi lhal
puipose in lhe slandaid SAI R/3 Syslen. Lxceplion: lhe ZM key is aIso
aIieady defined foi lhe "LnpIoyee iesponsilIe" pailnei funclion in lhe
slandaid syslen, so you shouId nol use lhis key eilhei foi defining nev
pailnei funclions.
356 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
284
DispIay Partner Functions
HInt: ßefoie you cieale youi ovn pailnei funclions:
1. Check lo vhal exlenl you can use lhe defauIls vhich aie
conlained in lhe SAI R/3 SD and lo vhal exlenl you
have lo nake changes.
2. Define youi pailnei funclions.
3. If necessaiy, caiiy oul youi conveisions in lhe Iogon
Ianguage.
To iniliale lianspoil of lhis dala, seIecl Par|ncr →Transpcr|
fion lhe iniliaI scieen.
1. You can dispIay lhe pailnei funclions via Tcc|s →Cus|cnizing →|MG
→|di| Prcjcc|. SeIecl SAP Rcfcrcncc |MG.
2. Nexl choose Sa|cs and Dis|riou|icn → 8asic |unc|icns → Par|ncr
Dc|crnina|icn →Dcfinc Par|ncr |unc|icns.
3. SeIecl Par|ncr |unc|icns.
Partners in the SaIes Process
You can nainlain pailnei ieIalionships lolh in saIes docunenls and in
lhe naslei dala. Iailnei ieIalionships aie usuaIIy aIieady defined in lhe
cuslonei naslei. They aie pioposed aulonalicaIIy in lhe docunenl
headei vhen you cieale a saIes docunenl.
Nntc: If Cuslonizing peinils il, you can change oi suppIenenl
lhese ieIalionships nanuaIIy ly going lo lhe Par|ncr scieen and
changing lhe funclion assignnenl.
In Cuslonizing, you decide vhelhei seveiaI pailneis can le assigned lo
one pailnei funclion in lhe cuslonei naslei. If nuIlipIe pailneis of lhe
sane funclion aie nainlained, a seIeclion Iisl conlaining lhese pailneis
appeais vhen you enlei a saIes oidei.
In lhe saIes docunenls, lhe syslen has leen configuied so lhal onIy one
pailnei can le assigned lo each pailnei funclion. The onIy exceplion is foi
oulIine agieenenls (pailnei funclions AA and AW).
April 2003 © 2002 SAP AG. All rights reserved. 357
Unit 10: Business Partners and Partner Determination SCM605
Figure 68: Partners in the SaIes Process
You can aIso define pailneis al ilen IeveI in lhe saIes docunenls. ßusiness
pailneis lhal aie onIy defined in lhe headei, hovevei, cannol le changed
al ilen IeveI.
You can piohilil anyone fion changing a pailnei lhal has aIieady leen
enleied (foi exanpIe, you couId indicale lhal lhe soId-lo paily cannol
le changed in lhe saIes docunenl).
Il is aIso possilIe lo nanuaIIy enlei oi change lhe addiess of a pailnei,
such as lhe ship-lo paily. This change does nol affecl lhe naslei iecoid.
To change pailneis al lhe ilen IeveI you nusl have lhe pailnei funclion in
lhe saIes docunenl headei pailnei pioceduie and in lhe saIes docunenl
ilen pioceduie. If lhe pailnei funclion onIy exisl in lhe saIes docunenl
pioceduie il is cascaded dovn lo lhe ilen IeveIs and is nol changealIe.
Menlion lhis heie, lul don´l spend a Iol of line. In lhis Iesson you vanl lo
focus on pailnei lypes and pailnei funclions. In lhe nexl Iesson addiess
lhis again vhen you deno lhe pailnei pioceduie in lhe saIes docunenl.
358 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
Demonstration: Partner Functions in the SaIes
Process
Purpose
Denonsliale pailnei funclions coning fion a cuslonei naslei in lo a
saIes docunenl.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: Tuin on keys lo shov pailnei funclion codes.
SeIecl Cus|cnizing cf |cca| |aqcu| icon. SeIecl Op|icns SeIecl |xpcr| lal. IIag
lhe fieId 5hnw kcys In a!! drnp dnwn !Ist. SeIecl App|q push lullon. SeIecl
OK push lullon. You viII need lo cieale a nev session foi lhe sellings lo
lake effecl.
1. Cieale a Tiade Iaii Oidei. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs
→Ordcr →Crca|c
Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Docunenl lype ZA2O
SoId-lo paily 2OO6
Iuich.oidei no. Iailnei 1
DispIay lhe pailnei scieen foi docunenl headei.
SeIecl Disp|aq dcc.ncadcr dc|ai|s icon (nagnifying gIass)
SeIecl Par|ncrs lal.
Nntc: Ioinl oul lhe diffeienl pailnei funclions lhal aie Iisled:
SoId-lo, Ship-lo.... Shov lhe keys: AC, RL...
DispIay cuslonei naslei |ntircnncn| →Par|ncr →Disp|aq Sc|d-|c
par|q
SeIecl Sa|cs Arca Da|a push lullon.
April 2003 © 2002 SAP AG. All rights reserved. 359
Unit 10: Business Partners and Partner Determination SCM605
SeIecl Par|ncr func|icns lal.
Nntc: Dala has leen laken fion lhe cuslonei naslei.
Demonstration: Partner Function
Purpose
Cieale a pailnei funclion
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: None
1. Cieale a nev pailnei funclion.
Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
Sa|cs and Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn →Sc|
up Par|ncr Dc|crnina|icn →Sc| Up Par|ncr Dc|crnina|icn fcr Cus|cncr
Mas|cr
DoulIe CIick on Par|ncr |unc|icns in lhe DiaIog Sliucluie.
Choose
Ncu |n|rics
Use lhe dala leIov lo cieale lhe nev pailnei funclion.
FIc!d Data
Iailn. Iunclion 9U
Nane SaIes LnpIoyee oi SaIes Rep.
(vhalevei)
Iailnei lype IL
Unique Sel lhe IIag
360 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
Satc
Nntc: LxpIain lhe Unique, Cuslonei, Maslei, Highei IeveI
funclion, and CuslHType fieId. Use I1 on lhe fieIds lo Ieain
noie aloul lhese. AIso iead lhe docunenlalion in lhe IMC
foi Iailneis.
Customer Master and Account Group
The accnunt grnup conlioIs lhe anounl of dala and lhe iesponse of
cuslonei naslei iecoids. Accounl gioups aie aIieady defined in lhe
slandaid SAI syslen, such as accounl gioup OOO1 soId-lo paily, OOO2
ship-lo paily, OOO3 payei, and so on. You can cieale addilionaI accounl
gioups as necessaiy.
In conliasl lo lhe accounl gioup, vhich conlioIs a cuslonei naslei iecoid,
lhe partncr functInn deleinines vhich pailnei assunes specific lusiness
funclions vilhin lhe saIes piocess.
Figure 69: Customer Master and Account Group
When you define lhe accounl gioup, you deleinine:
- Whelhei each dala fieId is dispIayed and vhelhei nainlenance is
nandaloiy, oplionaI, oi nol possilIe
- The nunlei iange
- A nunlei of olhei conlioI eIenenls, such as foi pailneis and lexls of
lhe cuslonei naslei
April 2003 © 2002 SAP AG. All rights reserved. 361
Unit 10: Business Partners and Partner Determination SCM605
Examp!c: A cuslonei naslei iecoid foi a cuslonei lhal onIy acls as a
ship-lo paily (ciealed vilh accounl gioup OOO2) iequiies lhe infoinalion
ieIevanl foi shipping. The liIIing infoinalion is nol iequiied, vhich is
vhy lhe coiiesponding fieIds aie nol dispIayed.
Demonstration: Customer Master and Account Group
Purpose
DispIay lhe Accounl Cioup conlioIs
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: None
1. DispIay lhe Accounl Cioup ConlioIs
Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SAP Rcfcrcncc |MG push lullon
|inancia| Acccun|ing →Acccun|s Rcccitao|c and Acccun|s Paqao|c →
Cus|cncr Acccun|s →Mas|cr Da|a →Prcpara|icns fcr Crca|ing Cus|cncr
Mas|cr Rcccrds
Dcfinc Acccun| Grcups ui|n Scrccn |aqcu| (Cus|cncrs) SeIecl |xccu|c
icon
SeIecl 0001
SeIecl Dc|ai|s icon
SeIecl Gcncra| Da|a
SeIecl |di| fic|d s|a|us push lullon
SeIecl Addrcss
SeIecl Cnccsc icon
TaIk aloul hov you can suppiess fieIds, dispIay fieIds, nake fieIds
oplionaI and iequiied.
362 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
OplionaI: Cieale a nev cuslonei using accounl gioup OOO1. Ioinl oul
lhe iequiied fieIds. They nalch lhe conlioIs in configuialion.
Nntc: TeII lhe sludenls lhal ve look lhe OOO1 accounl gioup
and nade a copy of il (ZK##) so lhey viII each have lheii
ovn accounl gioup lo use vhen lhey cieale lheii pailnei
deleininalion pioceduie in lhe nexl Iesson.
This is aIso a good line lo iefIecl lack on lhe docunenl lype,
ilen calegoiy, and scheduIe Iine calegoiy conlioI. Menlion
lhal lhe docunenl lype conlioIs lhe headei of lhe docunenl,
ilen calegoiy conlioIs ilen....Accounl Cioup conlioIs lhe
Cuslonei naslei vievs, lals and fieIds.
The accounl gioup of a cuslonei aIso conlioIs lhe possilIe
pailnei funclions.
You can aIso use lhe Logislics nenu palh lo shov lhe accounl
gioup if you piefei. I jusl find lhe II nenu palh noie
infoinalive.
Permitted Partner Functions for Account Groups
Ioi oiganized saIes piocessing, il is inpoilanl lhal cusloneis aie onIy
used foi lhe funclions lhal have leen assigned lo lhen. You can guaianlee
lhis ly assigning peinilled pailnei funclions lo each accounl gioup.
If you choose pailnei lype cuslonei foi a nev pailnei funclion, you lhen
have lo deleinine vhich of youi cusloneis can le enleied foi lhis pailnei
lype.
ßecause you conlioI lhe cusloneis lhiough lhe accounl gioup, you assign
aII lhe defined pailnei funclions lo each accounl gioup. As a iesuIl, lhe
accounl gioup of a cuslonei aIso conlioIs lhe possilIe pailnei funclions.
April 2003 © 2002 SAP AG. All rights reserved. 363
Unit 10: Business Partners and Partner Determination SCM605
Figure 70: Permitted Partner Functions per Account Groups
LxanpIes fion SAI R/3 SD:
- Cusloneis in lhe foIIoving accounl gioups can le soId-lo pailies:
OOO1, OOO5, OOO7, CID, and so on.
- Cusloneis in accounl gioups OOO2 (ship-lo paily), OOO3 (payei), oi
OOO4 (liII-lo paily) cannnt le soId-lo pailies.
364 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
289 Exercise 16: Business Partners and
Partner Determination
Lxeicise Duialion: 15 ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Idenlify lusiness pailneis vilhin lhe saIes piocess
- IncIude addilionaI pailneis in lhe saIes piocess
Business ExampIe
Youi conpany vanls lo inpiove lheii cuslonei caie. Theiefoie, you
vouId Iike lo assign a saIes iepiesenlalive lo inpoilanl cusloneis, vho
vouId lhen le iesponsilIe foi ensuiing lhal lusiness liansaclions vilh
lhose cusloneis iun snoolhIy.
System Data
5ystcm: Ioi Iuluie Use. Do nol nodify lhis Iine.
C!Icnt: Ioi Iuluie Use. Do nol nodify lhis Iine.
Uscr ID: Ioi Iuluie Use. Do nol nodify lhis Iine.
Passwnrd: Ioi Iuluie Use. Do nol nodify lhis Iine.
Task 1
Cieale a nev pailnei funclion foi lhe saIes iepiesenlalive in Cuslonizing.
1. Kcq: <see the following table to determine which is
the appropriate code for your group number>
Nntc: Ignoie lhe syslen vaining nessage lhal you aie nol
using lhe coiiecl nane spacing ly choosing |n|cr lo conlinue.
Dcscrip|icn: Sales Repr. ##
Par|ncr |qpc: PE
Grnup
numbcr
Partncr
functInn
Grnup
numbcr
Partncr
functInn
Grnup
numbcr
Partncr
functInn
O1 9A O7 9C 13 9M
O2 9ß O8 9H 14 9N
O3 9C O9 9I 15 9O
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 365
Unit 10: Business Partners and Partner Determination SCM605
Grnup
numbcr
Partncr
functInn
Grnup
numbcr
Partncr
functInn
Grnup
numbcr
Partncr
functInn
O4 9D 1O 9} 16 9I
O5 9L 11 9K 17 9Q
O6 9I 12 9L 18 9R
Task 2
Deleinine lhe accounl gioup leing used ly youi cuslonei, T-562C##.
1. DispIay lhe cuslonei naslei foi T-562C##and deleinine lhe accounl
gioup.
Recoid lhe accounl gioup.
366 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
SoIution 16: Business Partners and
Partner Determination
Task 1
Cieale a nev pailnei funclion foi lhe saIes iepiesenlalive in Cuslonizing.
1. Kcq: <see the following table to determine which is
the appropriate code for your group number>
Nntc: Ignoie lhe syslen vaining nessage lhal you aie nol
using lhe coiiecl nane spacing ly choosing |n|cr lo conlinue.
Dcscrip|icn: Sales Repr. ##
Par|ncr |qpc: PE
Grnup
numbcr
Partncr
functInn
Grnup
numbcr
Partncr
functInn
Grnup
numbcr
Partncr
functInn
O1 9A O7 9C 13 9M
O2 9ß O8 9H 14 9N
O3 9C O9 9I 15 9O
O4 9D 1O 9} 16 9I
O5 9L 11 9K 17 9Q
O6 9I 12 9L 18 9R
a) Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn
→Sc| up Par|ncr Dc|crnina|icn →Sc| Up Par|ncr Dc|crnina|icn fcr
Cus|cncr Mas|cr.
d) DoulIe CIick Par|ncr |unc|icns.
Nntc: Choose Ncu |n|rics lullon. Lnlei lhe appiopiiale
dala.
Don´l foigel lo save youi voik.
Task 2
Deleinine lhe accounl gioup leing used ly youi cuslonei, T-562C##.
1. DispIay lhe cuslonei naslei foi T-562C##and deleinine lhe accounl
gioup.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 367
Unit 10: Business Partners and Partner Determination SCM605
Recoid lhe accounl gioup.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →8usincss
par|ncrs →Cus|cncr →Cnangc →Sa|cs and Dis|riou|icn.
l) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Cus|cncr T-S62C##
Sa|cs Org. 1000
Dis|riou|icn cnannc| 10
Ditisicn 00
c) Choose |n|cr.
d) SeIecl |x|ras→Adninis|ra|itc Da|a.
Accounl Cioup: ZK##
368 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Business Partners
Lesson Summary
You shouId nov le alIe lo:
- Idenlify lusiness pailneis vilhin lhe saIes piocess
- IncIude addilionaI pailneis in lhe saIes piocess
ReIated Information
- hllp://heIp.sap.con
- vvv.seaich.sap.con
April 2003 © 2002 SAP AG. All rights reserved. 369
Unit 10: Business Partners and Partner Determination SCM605
Lesson:
294
Partner Determination
Lesson Duialion: 45 ninules
Lesson Overview
Wilhin pailnei deleininalion, you vanl lhe syslen lo piopose a nev saIes
iepiesenlalive in lhe cuslonei naslei dala and in lhe saIes docunenl. In
lhis Iesson, you viII cieale a pailnei deleininalion pioceduie lo neel
youi lusiness iequiienenl.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Nane lhe nosl inpoilanl ciileiia foi deleinining lusiness pailneis
- Sel up nev lusiness pailneis in Cuslonizing
- Sel up pailnei deleininalion in Cuslonizing
You shouId have ciealed a nev pailnei funclion, saIes iepi. in lhe Iasl
Iesson if you did nol you viII vanl lo cieale one nov. You viII nov cieale
a pailnei deleininalion pioceduie foi youi cuslonei naslei and foi youi
docunenl headei. If line aIIovs deno lolh lhe pioceduie foi cuslonei
naslei lhal is assigned lo lhe accounl gioup and lhe pioceduie foi lhe
docunenl headei lhal is assigned lo lhe docunenl lype. If lheie is onIy
line foi one deno lhan deno lhe cuslonei naslei pioceduie assigned
lo lhe accounl gioup.
Read lhe docunenlalion in lhe IMC iegaiding Iailnei deleininalion.
SeIecl I1 on aII lhe fieIds duiing youi piep lo gain a lellei undeislanding
of lhe fieIds you viII see.
Business ExampIe
As lusiness iequiienenls change, you discovei lhe need lo cieale
addilionaI lusiness pailneis.
You vanl lhese nev lusiness pailneis lo le deleinined in youi saIes
piocess.
Partner Determination Procedure
Iailneis appeai in lhe syslen al diffeienl IeveIs, such as lhe cuslonei
naslei, lhe saIes docunenl headei, and lhe saIes docunenl ilens.
370 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
- Cuslonei naslei
- SaIes docunenl headei
- SaIes docunenl ilen
- DeIiveiy
- ßiIIing headei
- ßiIIing ilen
- SaIes aclivily (CAS)
You can define youi ovn pailnei deleininalion pioceduies foi each of
lhese IeveIs.
Figure 71: Partner Determination Procedure (2)
A pailnei deleininalion pioceduie is vheie you deleinine vhich pailnei
funclions shouId oi nusl appeai on lhe saIes docunenls.
Figure 72: Partner Determination Procedure (3)
April 2003 © 2002 SAP AG. All rights reserved. 371
Unit 10: Business Partners and Partner Determination SCM605
You deleinine aieas of vaIidily ly assigning pioceduies. Ioi exanpIe, you
use lhe accounl gioup lo assign lhe pailnei deleininalion pioceduie foi
lhe cuslonei naslei. The pailnei pioceduies aie assigned lo lhe pailnei
oljecls as foIIovs:
- Iailnei oljecl Assignnenl key
- Cuslonei naslei Accounl gioup
- SaIes docunenl headei SaIes doc. lype
- SaIes docunenl ilenIlen calegoiy in saIes
- DeIiveiy DeIiveiy lype
- Shipnenl Shipnenl lype
- ßiIIing headei ßiIIing lype
- ßiIIing ilen ßiIIing lype
- SaIes aclivilies (CAS) SaIes aclivily lype
Figure 73: Partner Determination Procedure (4)
Partner Determination for SaIes Documents
When you cieale saIes docunenls, lhe lusiness pailneis aie aulonalicaIIy
copied fion lhe cuslonei naslei. In lhe piocess, lhe syslen accesses lhe
cuslonei naslei of lhe soId-lo paily.
SeveiaI pailnei ieIalionships aie sloied in lhe cuslonei naslei iecoid
foi a soId-lo paily. The syslen can aIso copy a pailnei funclion fion
olhei cuslonei naslei iecoids lo cieale a pailnei foi lhe saIes docunenl
372 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
ly specifying lhe souice of lhe pailnei funclion and lhe deleininalion
sequence. When you do, you shouId nole lhe sequence in vhich lhe
syslen deleinines lhe pailneis.
Figure 74: Partner Determination for SaIes Documents
Examp!c nf IndIrcct partncr functInns:
- You have diffeienl ieguIai suppIieis in diffeienl iegions. You vanl
lhe syslen lo deleinine lhe foivaiding agenl in lhe saIes docunenl,
dependenl on lhe ship-lo paily. In Cuslonizing, you deleinine lhal
lhe syslen deleinines lhe ship-lo paily fiisl ly accessing lhe naslei
iecoid foi lhe soId-lo paily. Then il accesses lhe ship-lo paily´s naslei
iecoid lo deleinine lhe foivaiding agenl.
You can aIso use olhei souices lo aulonalicaIIy deleinine lusiness
pailneis in saIes docunenls, such as lhe lalIes foi cuslonei hieiaichy
(KNVH), conlacl peisons (KNVK), ciedil iepiesenlalives (TO24I), and
so on.
An anaIysis funclion is avaiIalIe foi liacing in delaiI lhe aulonalic
deleininalion of lusiness pailneis in saIes docunenls.
You discussed lhe Accounl gioup and ils conlioIs in lhe Iasl Iesson. In
lhis Iesson Iook al cuslonei naslei dala foi cuslonei T-S62C2O (il nusl
le lhis cuslonei ¨C¨) and lhe accounl gioup lhal is assigned lo il (ZA2O),
lhis is a copy of OOO1. If you ienenlei fion lhe Iasl Iesson accounl
gioup OOO1 oi ZA2O can le a soId-lo, ship-lo, liII-lo oi payei so vhen
ve nake assignnenls lo lhe accounl gioup ve aie nol assigning lo a
April 2003 © 2002 SAP AG. All rights reserved. 373
Unit 10: Business Partners and Partner Determination SCM605
specific cuslonei (WaI-Mail, Hone Depol) lul lo a SoId-lo, Ship-lo,.....
Lach sludenl has lheii ovn accounl gioup so lhey can cieale lheii ovn
pailnei pioceduie and assign il lo lheii accounl gioup. In lhe ieaI voiId
lesl lusiness piaclice vouId lo have onIy one pioceduie foi aII soId-lo´s.
Demonstration: DispIay Customer Master and the
Account Group
Purpose
DispIay lhe accounl gioup lhal youi cuslonei is assigned lo.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
1. Deleinine lhe accounl gioup leing used ly youi cuslonei T-S62C2O.
|cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →8usincss par|ncrs →
Cus|cncr →Cnangc →Sa|cs and Dis|riou|icn
Lnlei lhe iequiied dala fion lhe lalIe leIov
FIc!d Data
Cuslonei T-S62C2O
SaIes Oig 1OOO
Disliilulion channeI 1O
Division OO
SeIecl |n|cr
SeIecl |x|ras→Adninis|ra|itc Da|a
Accounl Cioup: ZK2O
374 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
Demonstration: Partner determination procedure for
object: Customer Master
Purpose
To denonsliale hov lo cieale a pailnei deleininalion pioceduie foi lhe
oljecl: Cuslonei Maslei.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
1. Cieale a nev pailnei deleininalion pioceduie Z20 vilh desciiplion
Prnccdurc 20 foi oljecl custnmcr mastcr.
Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
Sa|cs and Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn →Sc|
Up Par|ncr Dc|crnina|icn →Sc| Up Par|ncr Dc|crnina|icn fcr Cus|cncr
Mas|cr
SeIecl Ncu |n|rics push-lullon
Lnlei Z20 as lhe pailnei pioceduie code and Prnccdurc 20 as lhe
desciiplion.
SeIecl |n|cr
SeIecl youi pioceduie Z20
SeIecl Par|ncr |unc|icns in Prcccdurc
Lnlei lhe foIIoving pailnei funclions:
- SI SoId-lo paily (cannol le changed, nandaloiy funclion)
- SH Ship-lo paily (nandaloiy funclion)
- ßI ßiII-lo paily (nandaloiy funclion)
- IY Iayei (nandaloiy funclion)
April 2003 © 2002 SAP AG. All rights reserved. 375
Unit 10: Business Partners and Partner Determination SCM605
- 9U SaIes Repi. ##
Nntc: Lnlei aII lhe pailnei funclions and conlioIs lefoie
seIecling |n|cr. The desciiplion viII aulonalicaIIy defauIl.
Discuss vhal you aie doing lhioughoul lhis deno. LxpIain
vhy you sel lhe SoId-lo lo nol changealIe.
SeIecl Satc icon
SeIecl 8ac| aiiov icon.
SeIecl Par|ncr Dc|crnina|icn Prcccdurc assignncn|
SeIecl Acccun| grcup ZK20. Change lhe Prnccd fieId lo youi pioceduie
Z20.
SeIecl Satc
Demonstration: Partner determination procedure for
object: Document header
Purpose
To denonsliale hov lo cieale a pailnei deleininalion pioceduie foi lhe
oljecl: Docunenl headei.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
1. Cieale a nev pailnei deleininalion pioceduie Y20 vilh desciiplion
Dnc. Prnc. 20 foi oljecl Dncumcnt hcadcr .
Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|
SeIecl SAP Rcfcrcncc |MG push lullon
Sa|cs and Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn →
Sc|up Par|ncr Dc|crnina|icn →Sc| up Par|ncr Dc|crnina|icn fcr Sa|cs
Dccuncn| Hcadcr
SeIecl Ncu |n|rics
Lnlei Y20 as lhe pailnei pioceduie code and Dnc. Prnc.20 as lhe
desciiplion.
SeIecl |n|cr
376 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
SeIecl youi pioceduie Y20
SeIecl Par|ncr |unc|icns in Prcccdurc
Lnlei lhe foIIoving pailnei funclions:
- SI SoId-lo paily (cannol le changed, nandaloiy funclion)
- SH Ship-lo paily (nandaloiy funclion)
- ßI ßiII-lo paily (nandaloiy funclion)
- IY Iayei (nandaloiy funclion)
- 9U SaIes Repi. ##(nandaloiy funclion)
- SL SaIes enpIoyee
Nntc: Lnlei aII lhe pailnei funclions and conlioIs lefoie
seIecling |n|cr. The desciiplion viII aulonalicaIIy defauIl.
SeIecl Satc icon
SeIecl 8ac| aiiov icon.
SeIecl Par|ncr Dc|crnina|icn Prcccdurc assignncn| push lullon
SeIecl Dccuncn| |qpc ZA20. Change lhe Prnccd fieId lo youi pioceduie
Y20.
SeIecl Satc
Demonstration: Test your customer partner
determination procedures for both objects: customer
master and document header.
Purpose
To see if lhe pailnei deleininalion pioceduies aie voiking coiieclIy.
System Data
5ystcm:
C!Icnt:
Uscr ID:
Passwnrd:
5ct up InstructInns: NONL
1. Tesl youi pailnei deleininalion pioceduie foi youi cuslonei naslei.
|cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →8usincss par|ncrs →
Cus|cncr →Cnangc →Sa|cs and Dis|riou|icn
April 2003 © 2002 SAP AG. All rights reserved. 377
Unit 10: Business Partners and Partner Determination SCM605
Lnlei lhe iequiied dala fion lhe lalIe leIov
FIc!d Data
Cuslonei T-S62C2O
SaIes Oig 1OOO
Disliilulion channeI 1O
Division OO
SeIecl |n|cr
SeIecl Ccn|inuc icon
SeIecl Sa|cs arca da|a push lullon
SeIecl Par|ncr func|icn lal
Nntc: Discuss lhe pailneis you see heie lhey shouId nalch
youi pioceduie. Il vouId le good lo have lvo sessions open
one lo shov lhe pioceduie in lhe IMC and lhe olhei lo shov
lhe pailneis in lhe cuslonei naslei. Nole youi nev pailnei
did nol defauIl in lecause you did nol nake il nandaloiy.
LxpIain lhis lo lhe sludenls.
SeIecl P| fieId
SeIecl |4 cr |nc iccn ocsidc |nc fic|d
SeIecl lhe pailnei funclion you ciealed (9U)
SeIecl |n|cr
Lnlei enpIoyee 170120 in lhe nunocr fieId.
SeIecl Satc push lullon
2. Cieale a Tiade faii##(ZA2O) oidei foi cuslonei T-562C20 (puichase
oidei nunlei 20LO605-ZA2006 ). Deleinine vhelhei lhe pailnei
funclion 9U 5a!cs rcpr. 20 has leen sloied as a pailnei in lhe oidei
headei.
|cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c
Lnlei lhe iequiied dala
SeIecl |n|cr
SeIecl Disp|aq Dcc.ncadcr dc|ai|s icon
378 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
SeIecl Par|ncrs lal
Nntc: You shouId see aII youi pailnei funclions Iisled
excepl foi lhe saIes enpIoyee. You aie nol seeing lhe saIes
enpIoyee aulonalicaIIy defauIl in lecause you did nol nake
il nandaloiy.
Lnlei an enpIoyee caIIed Hubcrt 5chwarz as lhe sa!cs cmp!nycc.
SeIecl Par|n.func. VE (SL in IMC) 5a!cs cmp!nycc
SeIecl |4 on Par|ncr fieId
SeIecl |as| nanc-firs| nanc lal
Seaich foi 5chwarz, Hubcrt
SeIecl Hubcrt 5chwarz
SeIecl Ccpq icon
SeIecl Dc|crnina|icn |cg icon lo viev hov lhe pailneis veie
deleinined.
SeIecl Satc icon, a docunenl nunlei viII le geneialed.
April 2003 © 2002 SAP AG. All rights reserved. 379
Unit 10: Business Partners and Partner Determination SCM605
380 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
299 Exercise 17: Partner Determination
Procedure
Lxeicise Duialion: 3O ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Nane lhe nosl inpoilanl ciileiia foi deleinining lusiness pailneis
- Sel up pailnei deleininalion in Cuslonizing
- IncIude addilionaI lusiness pailneis in lhe saIes piocess
Business ExampIe
You vanl youi nev lusiness pailnei, a saIes iepiesenlalive, lo le
deleinined aulonalicaIIy in lhe naslei dala and lhe saIes docunenl.
To neel youi lusiness iequiienenl, you viII need lo cieale a pailnei
deleininalion pioceduie.
System Data
5ystcm: Ioi Iuluie Use. Do nol nodify lhis Iine.
C!Icnt: Ioi Iuluie Use. Do nol nodify lhis Iine.
Uscr ID: Ioi Iuluie Use. Do nol nodify lhis Iine.
Passwnrd: Ioi Iuluie Use. Do nol nodify lhis Iine.
5ct up InstructInns: None
Task 1
Cieale a nev pailnei deleininalion pioceduie foi oljecl custnmcr mastcr.
1. Cieale a nev pailnei deleininalion pioceduie, Z##, vilh desciiplion
Prnccdurc ##, foi oljecl custnmcr mastcr.
Lnlei lhe foIIoving pailnei funclions:
SP Sold-to party (cannol le changed, nandaloiy funclion)
SH Ship-to party (nandaloiy funclion)
BP Bill-to party (nandaloiy funclion)
PY Payer (nandaloiy funclion)
9? Sales Repr. ##
Cuslonei T-562C##naslei iecoid is conlioIIed ly accounl gioup
ZK##. Assign lhe nev pioceduie lo accounl gioup ZK##.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 381
Unit 10: Business Partners and Partner Determination SCM605
Task 2
Add youi nev pailnei funclion, saIes iepiesenlalive, lo youi cuslonei
naslei.
1. Add youi nev saIes iepiesenlalive (9`) lo lhe naslei iecoid foi
cuslonei T-562C##in saIes aiea 1000 / 10 / 00.
Task 3
OptInna!: In lhe nexl slep, veiify lhal lhe nev pailnei in lhe naslei iecoid
viII le aulonalicaIIy conlioIIed in docunenl lype ZA##.
1. Cieale a nev pailnei deleininalion pioceduie Y##vilh desciiplion
Ordcr Prnc. ##foi oljecl sa!cs dncumcnt hcadcr using lhe pailnei
funclions Iisled in lhe lalIe in lask 1.
Task 4
OptInna!: Deleinine vhelhei lhe pailnei funclion 9? 5a!cs Rcpr. ##vas
aulonalicaIIy liansfeiied fion lhe cuslonei naslei iecoid lo lhe oidei.
1. Cieale a Tiade faii##(ZA##) oidei foi cuslonei T-562C##(puichase
oidei nunlei ##LO605-ZA##06) and naleiiaI T-ATA##. Deleinine
vhelhei lhe pailnei funclion 9? 5a!cs rcpr. ##has leen sloied as a
pailnei in lhe oidei headei.
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
2. Lnlei Hubcrt 5chwarz as lhe sa!cs cmp!nycc.
3. Can you deleinine lhe saIes enpIoyee fion lhe soId-lo paily´s naslei
iecoid` Why oi vhy nol`
382 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
SoIution 17: Partner Determination
Procedure
Task 1
Cieale a nev pailnei deleininalion pioceduie foi oljecl custnmcr mastcr.
1. Cieale a nev pailnei deleininalion pioceduie, Z##, vilh desciiplion
Prnccdurc ##, foi oljecl custnmcr mastcr.
Lnlei lhe foIIoving pailnei funclions:
SP Sold-to party (cannol le changed, nandaloiy funclion)
SH Ship-to party (nandaloiy funclion)
BP Bill-to party (nandaloiy funclion)
PY Payer (nandaloiy funclion)
9? Sales Repr. ##
Cuslonei T-562C##naslei iecoid is conlioIIed ly accounl gioup
ZK##. Assign lhe nev pioceduie lo accounl gioup ZK##.
a) Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn
→Sc| up par|ncr dc|crnina|icn →Sc| Up Par|ncr Dc|crnina|icn fcr
Cus|cncr Mas|cr.
d) SeIecl Ncu |n|rics.
e) Lnlei Z##as lhe pailnei pioceduie code and Prnccdurc ##as
lhe desciiplion.
f) Choose |n|cr.
g) SeIecl youi pioceduie, Z##.
h) DoulIe cIick on Par|ncr |unc|icns in Prcccdurc .
i) SeIecl Ncu |n|rics
j) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
|unc|. SP SoId-lo paily (nol
changealIe, mandatnry
functInn)
|unc|. SH Ship-lo paily, (mandatnry
functInn)
|unc|. BP ßiII-lo paily, (mandatnry
functInn)
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 383
Unit 10: Business Partners and Partner Determination SCM605
|unc|. PY Iayei, (mandatnry
functInn)
|unc|. 9? SaIes Repi. ##
Nntc: Lnlei aII lhe pailnei funclions and conlioIs lefoie
choosing |n|cr. The desciiplion viII aulonalicaIIy
defauIl.
k) Choose Satc.
I)
Nntc: You jusl conpIeled lhe pailnei deleininalion
pioceduie foi youi cuslonei. You nov need lo nake lhe
assignnenl lo youi accounl gioup.
n) SeIecl Par|ncr Dc|crnina|icn Prcccdurc assignncn| ly doulIe
cIicking.
n) SeIecl Acccun| grcup ZK##. Change lhe ParPr. fieId lo youi
pioceduie, Z##.
o) Choose Satc.
Task 2
Add youi nev pailnei funclion, saIes iepiesenlalive, lo youi cuslonei
naslei.
Ccn|inucd cn ncx| pagc
384 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
1. Add youi nev saIes iepiesenlalive (9`) lo lhe naslei iecoid foi
cuslonei T-562C##in saIes aiea 1000 / 10 / 00.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a→8usincss
par|ncrs →Cus|cncr →Cnangc →Sa|cs and dis|riou|icn.
l) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Cus|cncr T-S62C##
Sa|cs crganiza|icn 1000
Dis|riou|icn cnannc| 10
Ditisicn 00
c) Choose Ccn|inuc.
d) SeIecl Sa|cs arca da|a.
e) SeIecl lhe Par|ncr func|icn lal.
f) SeIecl lhe P| fieId.
g) SeIecl |4.
h) SeIecl lhe pailnei funclion you ciealed (9`).
i) Choose |n|cr.
j) Lnlei enpIoyee 1701## in lhe Nunocr fieId.
k) Choose |n|cr.
I) Choose Satc.
Nntc: Why did you have lo seIecl youi pailnei funclion`
If you don´l knov lhe ansvei, ask lhe insliucloi.
Task 3
OptInna!: In lhe nexl slep, veiify lhal lhe nev pailnei in lhe naslei iecoid
viII le aulonalicaIIy conlioIIed in docunenl lype ZA##.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 385
Unit 10: Business Partners and Partner Determination SCM605
1. Cieale a nev pailnei deleininalion pioceduie Y##vilh desciiplion
Ordcr Prnc. ##foi oljecl sa!cs dncumcnt hcadcr using lhe pailnei
funclions Iisled in lhe lalIe in lask 1.
a) Tcc|s →Cus|cnizing →|MG →|di| Prcjcc|.
l) SeIecl SAP Rcfcrcncc |MG.
c) Sa|cs and Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn
→Sc| up par|ncr dc|crnina|icn →Sc| Up Par|ncr Dc|crnina|icn fcr
Sa|cs Dccuncn| Hcadcr.
d) SeIecl Ncu |n|rics.
e) Lnlei Y## as lhe pailnei pioceduie code and Order Proc.
## as lhe desciiplion.
f) Choose |n|cr.
g) SeIecl youi pioceduie, Y##.
h) SeIecl Par|ncr |unc|icns in Prcccdurc .
i) SeIecl
Ncu |n|rics
j) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
|unc|. SP SoId-lo paily (nol
changealIe, mandatnry
functInn)
|unc|. SH Ship-lo paily (mandatnry
functInn)
|unc|. BP ßiII-lo paily (mandatnry
functInn)
|unc|. PY Iayei (mandatnry
functInn)
Ccn|inucd cn ncx| pagc
386 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
|unc|. 9? SaIes Repi. ##(mandatnry
functInn)
|unc|. SE SaIes enpIoyee
Nntc: Lnlei aII lhe pailnei funclions and conlioIs lefoie
choosing |n|cr. The desciiplion viII aulonalicaIIy
defauIl.
k) Choose Satc.
I) Choose lhe 8ac| aiiov.
Nntc: You jusl conpIeled lhe pailnei deleininalion
pioceduie foi youi docunenl headei. You nov need lo
nake lhe assignnenl lo youi docunenl lype.
n) DoulIe CIick Par|ncr Dc|crnina|icn Prcccdurc assignncn|.
n) SeIecl Sa|cs dcc. |qpc ZA##. Change lhe Par|Dc|Prcc. fieId lo youi
pioceduie, Y##.
o) Choose Satc.
Task 4
OptInna!: Deleinine vhelhei lhe pailnei funclion 9? 5a!cs Rcpr. ##vas
aulonalicaIIy liansfeiied fion lhe cuslonei naslei iecoid lo lhe oidei.
1. Cieale a Tiade faii##(ZA##) oidei foi cuslonei T-562C##(puichase
oidei nunlei ##LO605-ZA##06) and naleiiaI T-ATA##. Deleinine
vhelhei lhe pailnei funclion 9? 5a!cs rcpr. ##has leen sloied as a
pailnei in lhe oidei headei.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 387
Unit 10: Business Partners and Partner Determination SCM605
Save lhe saIes docunenl and iecoid lhe docunenl nunlei.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei lhe iequiied dala fion lhe lalIe leIov.
FIc!d Data
Dccuncn| |qpc ZA##
Sc|d-|c par|q T-S62C##
Purcn.crdcr nc. ##LO605-ZA##06
Ma|cria| T-ATA##
c) Choose |n|cr.
d) SeIecl lhe Disp|aq Dcc.ncadcr dc|ai|s icon (nagnifying gIass).
e) SeIecl lhe Par|ncrs lal.
Nntc: You shouId see aII youi pailnei funclions Iisled
excepl lhe saIes enpIoyee.
2. Lnlei Hubcrt 5chwarz as lhe sa!cs cmp!nycc.
a)
|cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Cnangc
l) Gc|c →Hcadcr →Par|ncrs
c) SeIecl Par|n.func. VE (SL in IMC), 5a!cs cmp!nycc.
d) SeIecl |4 on lhe Par|ncr fieId.
e) SeIecl lhe |as| nanc-firs| nanc lal.
f) Seaich foi Hubcrt 5chwarz.
g) SeIecl Huocr| Scnuarz.
h) Choose Ccpq.
i) SeIecl Dc|crnina|icn |cg lo viev hov lhe pailneis veie
deleinined.
j) Choose Satc. A docunenl nunlei viII le geneialed.
3. Can you deleinine lhe saIes enpIoyee fion lhe soId-lo paily´s naslei
iecoid` Why oi vhy nol`
a) No. Iailnei pioceduie Z##, assigned lo youi accounl gioup
ZK##, vhich conlioIs lhis cuslonei, does nol conlain lhis pailnei
funclion. As a iesuIl, you cannol save lhe pailnei funclion of lhe
saIes enpIoyee in lhe cuslonei´s naslei iecoid. This neans
lhal lhe syslen cannol use lhe cuslonei naslei lo piopose lhis
pailnei in lhe saIes docunenl.
388 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Partner Determination
Lesson Summary
You shouId nov le alIe lo:
- Nane lhe nosl inpoilanl ciileiia foi deleinining lusiness pailneis
- Sel up nev lusiness pailneis in Cuslonizing
- Sel up pailnei deleininalion in Cuslonizing
ReIated Information
- hllp://heIp.sap.con
- vvv.seaich.sap.con
April 2003 © 2002 SAP AG. All rights reserved. 389
Unit Summary SCM605
Unit Summary
You shouId nov le alIe lo:
- Idenlify lusiness pailneis vilhin lhe saIes piocess
- IncIude addilionaI pailneis in lhe saIes piocess
- Nane lhe nosl inpoilanl ciileiia foi deleinining lusiness pailneis
- Sel up nev lusiness pailneis in Cuslonizing
- Sel up pailnei deleininalion in Cuslonizing
390 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
309
Test Your KnowIedge
1. Sone accounl gioups aie aIieady defined in lhe slandaid
SAI syslen, such as OOO1 soId-lo paily OOO1 soId-lo paily,
OOO2 ship-lo paily OOO2 ship-lo paily, OOO3 payei OOO3 payei, and
OOO4 liII-lo paily OOO4 liII-lo paily.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
2. The pailnei lype iepiesenls lhe ioIes pIayed ly lhe lusiness pailnei
vilhin lhe lusiness liansaclion.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
3. You can nainlain pailnei ieIalionships lolh in lhe saIes docunenls
and in lhe cuslonei naslei dala.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
4. A pailnei deleininalion pioceduie pailnei deleininalion pioceduie
is vheie you deleinine vhich pailnei funclions shouId oi nusl
appeai.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
5. Whal aie lhe sleps lo cieale a nev pailnei deleininalion pioceduie`
April 2003 © 2002 SAP AG. All rights reserved. 391
Test Your KnowIedge SCM605
310
Answers
1. Sone accounl gioups aie aIieady defined in lhe slandaid SAI syslen,
such as OOO1 soId-lo paily, OOO2 ship-lo paily, OOO3 payei, and OOO4
liII-lo paily.
Answcr: OOO1 soId-lo paily, OOO2 ship-lo paily, OOO3 payei, OOO4
liII-lo paily
Accounl gioups OOO1 soId-lo paily, OOO2 ship-lo paily, OOO3 payei,
and OOO4 liII-lo paily aie deIiveied in lhe slandaid syslen, lul you
can aIso cieale youi ovn.
2. The pailnei lype iepiesenls lhe ioIes pIayed ly lhe lusiness pailnei
vilhin lhe lusiness liansaclion.
Answcr: IaIse
The pailnei lypes aIIov us lo dislinguish lelveen diffeienl lusiness
pailneis. The pailnei funclion iepiesenls lhe ioIes pIayed ly lusiness
pailneis.
3. You can nainlain pailnei ieIalionships lolh in lhe saIes docunenls
and in lhe cuslonei naslei dala.
Answcr: Tiue
Iailnei ieIalionships aie usuaIIy defined in lhe cuslonei naslei and
can le pioposed aulonalicaIIy in lo lhe docunenl headei vhen you
cieale a saIes docunenl.
4. A pailnei deleininalion pioceduie is vheie you deleinine vhich
pailnei funclions shouId oi nusl appeai.
Answcr: pailnei deleininalion pioceduie
In lhe pailnei deleininalion pioceduie, you can deleinine if lhe
pailnei funclion is nandaloiy oi is avaiIalIe foi seIeclion.
392 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
5. Whal aie lhe sleps lo cieale a nev pailnei deleininalion pioceduie`
Answcr:
1. Decide al vhal IeveI (cuslonei naslei, saIes docunenl headei,
deIiveiy) you vanl lo cieale youi pailnei deleininalion
pioceduie.
2. Cieale pioceduie code & desciiplion.
3. Assign aIIoved pailnei funclions lo youi pailnei deleininalion
pioceduie.
4. Assign pailnei deleininalion pioceduie lo lhe pailnei oljecl
(accounl gioup, saIes doc. lype, deIiveiy lype) foi vhich you
ciealed lhe pioceduie.
Ciealing a nev pailnei funclion vas nol nenlioned in lhe sleps
lecause you can assign exisling pailnei funclions lo youi pailnei
deleininalion pioceduie. You can, hovevei, cieale youi ovn
pailnei funclions lo neel youi lusiness iequiienenls.
April 2003 © 2002 SAP AG. All rights reserved. 393
Unit 10: Business Partners and Partner Determination SCM605
394 © 2002 SAP AG. All rights reserved. April 2003
Unit 11
313 OutIine Agreements
OulIine agieenenls aie configuied in lhe sane vay as saIes docunenl
lypes lul lheie aie aIso sone specific cuslonizing aclivilies foi oulIine
agieenenls vhich you viII discuss in lhis unil.
Unit Overview
This unil coveis lhe lasics of cuslonei oulIine agieenenls. Cuslonei
oulIine agieenenls aie a speciaI calegoiy of saIes docunenls lhal covei
Iong-lein saIes ieIalionships vilh cusloneis. OulIine agieenenls faII
inlo lvo lioad calegoiies: scheduIing agieenenls and conliacls. The
conlioI funclions of vaIue conliacls, unique ilen calegoiies, speciaI piicing
pioceduies, and naleiiaIs eIigilIe foi lhe vaIue conliacl aie discussed.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Use diffeienl lypes of oulIine agieenenls, incIuding scheduIing
agieenenls, quanlily conliacls, vaIue conliacls, and ienlaI conliacls
- Desciile lhe funclions of, and cuslonizing iequiied foi, oulIine
agieenenls
- Cieale an assoilnenl noduIe and use il in a vaIue conliacl
- Desciile lhe funclions and cuslonizing of a vaIue conliacl
- Use nuIlipIe pailneis lo ieIease againsl conliacls
- Desciile lhe Cuslonizing of pailneis lo ieIease againsl conliacls
Unit Contents
Lesson: Basics of Outline Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .397
Demonstration: Create Quantity Contract and Release Orders. . . . . .403
Procedure: Create Quantity Contract and Subsequent Release
Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .405
April 2003 © 2002 SAP AG. All rights reserved. 395
Unit 11: OutIine Agreements SCM605
Demonstration: Scheduling Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .407
Procedure: Create Scheduling Agreement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .408
Demonstration: Rental Contract Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .408
Procedure: Create a Rental Contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .411
Demonstration: Rental Contract Cancellation . . . . . . . . . . . . . . . . . . . . . . . . . .412
Procedure: Enter Rental Contract Cancellation Data. . . . . . . . . . . . . . . . . .413
Exercise 18: Basics of Outline Agreements. . . . . . . . . . . . . . . . . . . . . . . . . . . . .415
Lesson: Value Contracts and Partners Authorized to Release . . . . . . . . . . .419
Demonstration: Create Assortment Module . . . . . . . . . . . . . . . . . . . . . . . . . . . .424
Procedure: Create Assortment Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .426
Demonstration: Create a Value Contract with an Assortment
Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .426
Procedure: Create a Value Contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .427
Demonstration: Create a Release from a Value Contract. . . . . . . . . . . . .427
Procedure: Create a Release from a Value Contract . . . . . . . . . . . . . . . . . .429
Demonstration: To check Released Value of a Value Contract. . . . . . .429
Procedure: Check Released Value of a Value Contract . . . . . . . . . . . . . . .430
Demonstration: Display Customizing for Ìtem Category WKN in the
Value Contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .430
Procedure: Customize Ìtem Category WKN in the Value Contract . .431
Demonstration: Create Partner Authorized to Release. . . . . . . . . . . . . . . .435
Demonstration: Show Customizing for Partner Determination . . . . . . .436
Demonstration: Create a Value Contract using Partners Authorized to
Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .437
Procedure: Create a Value Contract using Partners Authorized to
Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .439
Demonstration: Show Partner Determination Customizing for Partner
Authorized to Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .439
Procedure: Customize Partner Determination for Partner Authorized to
Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .441
Demonstration: To display customizing for value contracts partners
authorized to release. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .441
Procedure: Customize Value Contract Partners Authorized to
Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .442
Exercise 19: Outline Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .443
396 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
Lesson:
315
Basics of OutIine Agreements
Lesson Duialion: 1 houis
Lesson Overview
This Iesson coveis lhe lasics of cuslonei oulIine agieenenls. Cuslonei
oulIine agieenenls aie a speciaI calegoiy of saIes docunenls lhal covei
Iong-lein saIes ieIalionships vilh cusloneis. OulIine agieenenls faII inlo
lvo lioad calegoiies: scheduIing agieenenls and conliacls.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Use diffeienl lypes of oulIine agieenenls, incIuding scheduIing
agieenenls, quanlily conliacls, vaIue conliacls, and ienlaI conliacls
- Desciile lhe funclions of, and cuslonizing iequiied foi, oulIine
agieenenls
OulIine agieenenls aie configuied in lhe sane vay as saIes docunenl
lypes lul lheie aie aIso sone specific cuslonizing aclivilies foi oulIine
agieenenls vhich you viII discuss in lhis unil.
Business ExampIe
Youi conpany, IDLS AC, has exceIIenl lusiness ieIalionships vilh nany
of ils cusloneis, and conducls fiequenl liansaclions vilh lhen. Togelhei
vilh lhese cusloneis, youi conpany vanls lo pIan lhe lusiness piocesses
foi lhe fuluie, lased on conliacluaI agieenenls.
Diffeienl lypes of oulIine agieenenls viII le needed, depending on lhe
pioducl and cuslonei invoIved. Il is youi iesponsiliIily lo find oul lhe
exlenl lo vhich lhe diffeienl oulIine agieenenls can le nodeIed using lhe
avaiIalIe saIes docunenl lypes in SAI R/3.
Basics of OutIine Agreements
OulIine agieenenls, as saIes docunenl lypes, pIay an inpoilanl ioIe in
neaiIy aII lusiness piocesses. Cusloneis and vendois agiee on lhe goods
lo le piovided undei ceilain condilions, and vilhin a specific line fiane.
OulIine agieenenls slieanIine lusiness piocesses foi lolh pailneis in a
lusiness ieIalionship.
April 2003 © 2002 SAP AG. All rights reserved. 397
Unit 11: OutIine Agreements SCM605
Figure 75: SaIes Document Types
Diffeienl saIes docunenl lypes iepiesenl diffeienl oulIine agieenenls in
SAI R/3. The slandaid R/3 syslen conlains a iange of diffeienl docunenl
lypes lhal you can use diieclIy oi copy as iefeiences.
The lvo nain oulIine agieenenls aie schcdu!Ing agrccmcnts and
cnntracts.
The sinpIesl and nosl connon lype of scheduIing agieenenl is
iepiesenled in lhe syslen vilh docunenl lype DS. Theie aie addilionaI
lypes of agieenenl, such as ßL, vhich is a scheduIing agieenenl vilh
deIiveiy scheduIe, oi DLL, vhich is a scheduIing agieenenl foi an exleinaI
agenl.
Theie aie seveiaI lypes of conliacl. Tvo exanpIes aie vaIue conliacls and
quanlily conliacls. Quanlily and vaIue conliacls can covei lolh goods and
seivices. CeneiaIIy, no iesliiclions appIy lo lhe diffeienl conliacl foins.
RenlaI and nainlenance conliacls aie fiequenlIy used in lhe seivice
indusliy. Mainlenance conliacls aie signed foi pioducls lhal lhe cuslonei
uses ovei a Iong peiiod of line and vhich need lo le seiviced duiing
lhal line.
398 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
Figure 76: ScheduIing Agreements
A scheduIing agieenenl is an oulIine agieenenl lelveen you and a
soId-lo paily lhal is vaIid foi a ceilain peiiod of line. The scheduIing
agieenenl conlains fixed deIiveiy dales and quanlilies.
These dales aie conlained in lhe scheduIe Iines foi lhe scheduIing
agieenenls. Once lhe scheduIing agieenenl is due foi deIiveiy, you can
cieale lhe deIiveiy as noinaI oi ly using a deIiveiy due Iisl.
When you enlei scheduIe Iines foi an ilen in lhe scheduIing agieenenl,
lhe syslen adds up lhe quanlilies lhal have aIieady leen enleied and
conpaies lhen lo lolh lhe laigel quanlily and lhe quanlily aIieady
shipped. This gives you an oveiviev of aII open quanlilies. If lhe quanlily
in lhe scheduIe Iines exceeds lhe laigel quanlily, lhe syslen issues a
vaining nessage.
If lhe cuslonei iequiies il, you can piocess invoices peiiodicaIIy, foi
exanpIe, once a nonlh. AII deIiveiies due foi lhe liIIing docunenl aie
lhen conlined in a coIIeclive invoice.
Figure 77: Quantity Contracts
April 2003 © 2002 SAP AG. All rights reserved. 399
Unit 11: OutIine Agreements SCM605
A conliacl is an oulIine agieenenl lelveen you and youi cuslonei lhal is
vaIid foi a ceilain line peiiod. The conliacl does nol conlain any scheduIe
Iines, deIiveiy quanlilies, oi deIiveiy dales, lul you can agiee on speciaI
piice agieenenls oi deIiveiy lines. The sane funclions aie avaiIalIe in
conliacls as in oideis.
The cuslonei fuIfiIIs lhe conliacl vilh an individuaI ieIease oidei.
ScheduIe Iines aie ciealed in lhe ieIease oidei vhen il is pIaced. The ieIease
oidei is lhen piocessed Iike a slandaid oidei. Any speciaI agieenenls
iegaiding piices oi deIiveiy deadIines aie copied fion lhe conliacl.
ReIease oideis aie ciealed vilh iefeience lo a conliacl. This geneiales a
docunenl fIov iecoid lhal aIIovs you lo updale ieIeased quanlilies and
vaIues in lhe conliacl. In copy conlioI, you decide vhich lypes of saIes
docunenls can le used as ieIease oideis fion a conliacl.
You can cieale ieIease oideis in lhe foIIoving vays:
- Choose Crca|c ui|n rcfcrcncc on lhe iniliaI scieen.
- In lhe Sa|cs dccuncn| nenu, choose Sa|cs dccuncn| →Crca|c ui|n
rcfcrcncc →Tc ccn|rac|....
- Use lhe aulonalic syslen seaich foi open oulIine agieenenls vhen
you cieale an oidei.
Figure 78: Messages about Open OutIine Agreements
You can configuie Cuslonizing foi lhe saIes docunenl lype so lhal vhen
you cieale a ieIease oidei, lhe syslen aulonalicaIIy seaiches foi any open
oulIine agieenenls. You can choose seveiaI oplions foi lhe seaich and
decide hov lhe syslen shouId ieacl if lhe seaich is successfuI.
ßIank: No checks.
400 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
A/ß: Check al headei, ilen IeveI. The syslen conpaies lhe cuslonei
and naleiiaI nunleis. If lheie aie any open oulIine agieenenls, il
dispIays a diaIog lox vheie you can choose vhelhei lo dispIay a Iisl
of lhe agieenenls, oi conlinue piocessing lhe saIes oidei.
C/D: Check al headei, ilen IeveI and copy if unique. If lhe syslen
finds exaclIy one open oulIine agieenenl, lhe docunenl is ciealed
aulonalicaIIy. Inslead of dispIaying a diaIog lox, lhe syslen issues
an infoinalionaI nessage in lhe slalus lai foi lhe ieIease.
L/I: Check al headei, ilen IeveI and lianch innedialeIy lo seIeclion
Iisl. Inslead of dispIaying a diaIog lox, lhe syslen innedialeIy goes
lo lhe seIeclion Iisl. No diaIog lox is dispIayed. If lheie is onIy one
open conliacl, lhe syslen ieacls as in C/D.
In Cuslonizing foi saIes, you conlioI vhelhei conliacl dala can le
nainlained foi a pailicuIai saIes docunenl lype ly enleiing eilhei X oi Y
in lhe Dcfinc sa|cs dccuncn| |qpcs aclivily in lhe Ccn|rac| da|a a||cucd fieId.
A Iol of dala lhal is iiieIevanl lo olhei saIes docunenl lypes is inpoilanl
foi conliacls. LxanpIes incIude lhe conliacl slail and end dales, oi
infoinalion on lhe canceIIalion pioceduie. Useis can aclivale lhis dala foi
lhe conliacl saIes docunenl lype.
Figure 79: Contract Data in SaIes Documents
In Cuslonizing foi saIes docunenl lypes, you can aclivale lhe conliacl
dala.
ßIank: No conliacl dala.
April 2003 © 2002 SAP AG. All rights reserved. 401
Unit 11: OutIine Agreements SCM605
X: Conliacl dala is peinilled. Any changes lo lhe conliacl headei aie
nol copied lo lhe ilens.
Y: Conliacl dala is peinilled. Changes lo lhe conliacl headei aie
aulonalicaIIy copied lo lhe ilens if lhe headei and ilen dala veie
pieviousIy idenlicaI. Changes aie saved in a Iog. The Iog aIso noles
any possilIe piolIens and inconsislencies.
You can nainlain conliacl dala al lolh lhe headei and lhe ilen IeveIs in
lhe saIes docunenl. Conliacl dala al headei IeveI is vaIid foi aII ilens as
Iong as lhe dala al ilen IeveI is nol diffeienl.
The dale deleininalion iuIes ensuie lhal lhe syslen aulonalicaIIy finds
deadIines ieIevanl lo lhe conliacl.
Figure 80: Determining Dates
When you cieale a conliacl lhe syslen pioposes lhe slail and end dales
of lhe conliacl.
You define lhe dale deleininalion iuIes in Cuslonizing. These iuIes slail
lhe docunenl on one of lhe dales lhal you have sel (foi exanpIe, loday´s
dale oi lhe inslaIIalion dale). Any inleivaI you specify can le added lo lhis
dale. You can aIso scheduIe lhe dale foi lhe leginning oi end of lhe nonlh.
If you specify a duialion calegoiy, lhe syslen aulonalicaIIy geneiales
lhe duialion of lhe conliacl.
402 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
If you assign a conliacl piofiIe lo lhe saIes docunenl lype, lhe syslen
aulonalicaIIy deleinines defauIl vaIues specific lo lhe conliacl. These
couId le iuIes foi deleinining slail and end of lhe conliacl, duialion
calegoiy, sulsequenl aclivilies, oi canceIIalion pioceduie.
Demonstration: Create Quantity Contract and ReIease
Orders
Purpose
To denonsliale lhe piocess of ciealing a quanlily conliacl and ieIease
oideis againsl il
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale quanlily conlacl |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →
Ccn|rac| →Crca|c
2. Lnlei docunenl lype: NM5
3. Choose Lnlei
4. Lnlei cuslonei: 2006
5. Lnlei vaIidily: 1 ycar
6. Lnlei desciiplion: QuantIty cnntract 1
7. Lnlei naleiiaI: M-10
8. Lnlei laigel quanlily: 50 unIts
9. Cieale fiisl ieIease oidei fion quanlily conliacl Sa|cs dccuncn| →
Crca|c suoscqucn| crdcr
1O. Lnlei docunenl lype: OR
11. Choose Lnlei
12. Choose SeIeclion Iisl
13. Change open quanlily of M-10 fion 50 lo 10
14. Choose Copy
15. Lnlei Iuich. oidei no. Rc!casc 1
16. Choose Save
April 2003 © 2002 SAP AG. All rights reserved. 403
Unit 11: OutIine Agreements SCM605
17. Cieale second ieIease oidei fion quanlily conliacl |cgis|ics →Sa|cs
and Dis|riou|icn →Sa|cs →Ordcr →Crca|c
18. Lnlei docunenl lype: OR
19. Choose Lnlei
2O. Lnlei cuslonei: 2006
21. Lnlei Iuich. oidei no. Rc!casc 2
22. Lnlei MaleiiaI: M-10 quanlily 10
23. Choose Lnlei
24. Iion Open oulIine agieenenls foi ilen diaIog lox, choose Lisl
25. SeIecl lhe quanlily conliacl
26. Choose Copy
27. Choose Save
28. Cieale lhiid ieIease oidei fion quanlily conliacl |cgis|ics →Sa|cs and
Dis|riou|icn →Sa|cs →Ordcr →Crca|c
29. Lnlei docunenl lype: OR
3O. Choose Lnlei
31. Lnlei cuslonei: 2006
32. Lnlei Iuich. oidei no. Rc!casc 3
33. Lnlei MaleiiaI: M-10 quanlily 10
34. Iion Open oulIine agieenenls foi ilen diaIog lox, choose Conlinue
35. Choose Save
36. DispIay docunenl fIov Sa|cs dccuncn| →Disp|aq
37. Choose DispIay docunenl fIov
38. Cieale a sulsequenl iefeience lo lhe quanlily conliacl ilen Sa|cs
dccuncn| →Cnangc →|di| →Assign ccn|rac| →||cn
39. Lnlei docunenl nunlei of quanlily conliacl
4O. Choose Assign
41. Choose Lnlei in Ilen iepiicing diaIog lox
42. Choose Save
43. DispIay quanlily conliacl docunenl fIov |cgis|ics → Sa|cs and
Dis|riou|icn →Sa|cs →Ccn|rac| →Disp|aq →|ntircnncn| →Disp|aq
dccuncn| f|cu
404 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
321
Create Quantity Contract and Subsequent ReIease
Orders
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac| →Crca|c.
2. Lnlei lhe appiopiiale docunenl lype.
3. Choose |n|cr.
4. Lnlei cuslonei.
5. Lnlei vaIidily.
6. Lnlei desciiplion.
7. Lnlei naleiiaI.
8. Lnlei laigel quanlily.
9. Cieale fiisl ieIease oidei fion quanlily conliacl: Sa|cs dccuncn| →
Crca|c suoscqucn| crdcr.
1O. Lnlei docunenl lype.
11. Choose |n|cr.
12. Choose Sc|cc|icn |is|.
13. Change open quanlily.
14. Choose Ccpq.
15. Lnlei puichase oidei nunlei.
16. Choose Satc.
17. Cieale second ieIease oidei fion quanlily conliacl: |cgis|ics →Sa|cs
and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
18. Lnlei docunenl lype.
19. Choose |n|cr.
2O. Lnlei cuslonei.
21. Lnlei puichase oidei nunlei.
22. Lnlei naleiiaI.
23. Choose |n|cr.
24. In lhe Opcn cu||inc agrccncn|s fcr i|cn diaIog lox, choose |is|.
25. SeIecl lhe quanlily conliacl.
26. Choose Ccpq.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 405
Unit 11: OutIine Agreements SCM605
27. Choose Satc.
28. Cieale lhiid ieIease oidei fion quanlily conliacl: |cgis|ics →Sa|cs and
Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
29. Lnlei docunenl lype.
3O. Choose |n|cr.
31. Lnlei cuslonei.
32. Lnlei puichase oidei nunlei.
33. Lnlei naleiiaI.
34. In lhe Opcn cu||inc agrccncn|s fcr i|cn diaIog lox, choose Ccn|inuc.
35. Choose Satc.
36. DispIay docunenl fIov: Sa|cs dccuncn| →Disp|aq.
37. Choose Disp|aq dccuncn| f|cu.
38. Cieale a sulsequenl iefeience lo lhe quanlily conliacl ilen: Sa|cs
dccuncn| →Cnangc →|di| →Assign ccn|rac| →||cn.
39. Lnlei docunenl nunlei of quanlily conliacl.
4O. Choose Assign.
41. Choose |n|cr in ||cn rcpricing diaIog lox.
You viII ieceive a nessage of successfuI assignnenl of lhe quanlily
conliacl ilen nunlei lo lhe saIes oidei ilen.
42. Choose Satc.
43. DispIay quanlily conliacl docunenl fIov: |cgis|ics →Sa|cs and
Dis|riou|icn →Sa|cs →Ccn|rac| →Disp|aq →|ntircnncn| →Disp|aq
dccuncn| f|cu.
The foIIoving denonslialion of scheduIing agieenenls shouId le done
onIy if lheie is enough line and lheie is sufficienl inleiesl. An aIleinalive
nay le lo cieale lhe scheduIing agieenenl ahead of line and cieale a
ieIease againsl as lhe denonslialion. ScheduIing agieenenls veie coveied
in lhe pieiequisile couise, LO15O, Iiocesses in SaIes and Disliilulion.
406 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
Demonstration: ScheduIing Agreements
Purpose
To denonsliale lhe piocess of ciealing a scheduIing agieenenl and
sulsequenl ieIeases
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale scheduIing agieenenl |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs
→Scncdu|ing Agrccncn| →Crca|c
2. Lnlei docunenl lype: D5
3. Lnlei cuslonei: 2006
4. Lnlei Iuich. oidei no.: 5chcdu!Ing agrccmcnt
5. Lnlei vaIidily peiiod: 1 ycar
6. Lnlei desciiplion: 5chcdu!Ing agrccmcnt
7. Lnlei MaleiiaI: M-10 quanlily: 50
8. Cieale scheduIe Iines ly seIecling Iine ilen and using nenu palh:
Gc|c →||cn →Scncdu|c |incs
9. Lnlei al Ieasl 3 scheduIe Iines vilh Tnday as one of lhe deIiveiy
dales and olheis in lhe fuluie. Make suie lhal lhe sun of lhe oidei
quanlilies equaIs lhe laigel quanlily.
1O. Choose Save
11. Cieale a deIiveiy Sa|cs dccuncn| →Cnangc
12. Choose Lnlei
13. Use nenu palh: Sa|cs dccuncn| →Dc|itcr
14. Choose Save
15. DispIay docunenl fIov foi scheduIing agieenenl |cgis|ics →Sa|cs
and Dis|riou|icn →Sa|cs →Scncdu|ing Agrccncn| →Disp|aq →Disp|aq
dccuncn| f|cu
16. If lheie is line, cieale anolhei deIiveiy in lhe fuluie vilh iefeience lo
lhe scheduIing agieenenl.
April 2003 © 2002 SAP AG. All rights reserved. 407
Unit 11: OutIine Agreements SCM605
323
Create ScheduIing Agreement
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Scncdu|ing Agrccncn| →
Crca|c.
2. Lnlei docunenl lype.
3. Lnlei cuslonei.
4. Lnlei puichase oidei nunlei.
5. Lnlei vaIidily peiiod.
6. Lnlei desciiplion.
7. Lnlei naleiiaI and quanlily.
8. Cieale scheduIe Iines ly seIecling Iine ilen and foIIoving: Gc|c →
||cn →Scncdu|c |incs.
9. Lnlei scheduIe Iines.
1O. Choose Satc.
11. Cieale a deIiveiy vilh iefeience lo lhe scheduIing agieenenl: |cgis|ics
→Sa|cs and Dis|riou|icn →Snipping and Transpcr|a|icn →Ou|ocund
Dc|itcrq →Crca|c →Sing|c Dccuncn| →li|n Rcfcrcncc |c Sa|cs Ordcr.
Demonstration: RentaI Contract Data
Purpose
The denonsliale lhe use of conliacl dala in conliacl saIes docunenl lypes
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale ienlaI conliacl |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →
Ccn|rac| →Crca|c
2. Lnlei docunenl lype: QP
3. Choose Lnlei
4. Lnlei cuslonei: 1172
5. Lnlei Iuich. oidei no: Rcnta! cnntract
6. Lnlei desciiplion: Rcnta! cnntract
408 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
7. Nole conliacl slail and end dales
8. Lnlei MaleiiaI: R-1001 quanlily: 10
9. Shov conliacl dala Gc|c →Hcadcr →Ccn|rac| Da|a
1O. LxpIain lhe foIIoving fieIds:
- Conliacl slail dale
- Conliacl end dale
- VaIidily peiiod calegoiy
- Conliacl vaIidily peiiod
- Aclion
- Aclion dale
- CanceIIalion pioceduie
11. Choose Save
12. Shov fieIds Ccn|rac| da|a a||cucd. X and Ccn|rac| prcfi|c 0001 in
definilion of conliacl saIes docunenl lype QP |MG →Sa|cs and
Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs Dccuncn| Hcadcr →
Dcfinc Sa|cs Dccuncn| Tqpcs
13. Shov and expIain conliacl piofiIe|MG → Sa|cs and Dis|riou|icn
→Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a →Dcfinc
Ccn|rac| Prcfi|cs
14. Choose enliy 0001
15. Choose DelaiIs
16. Shov and expIain dale deleininalion iuIes 01 and 08 |MG →Sa|cs
and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac|
Da|a →Dcfinc Ru|cs fcr Dc|crnining Da|cs
17. Shov and expIain vaIidily peiiod calegoiy 02 |MG →Sa|cs and
Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a
→Dcfinc Va|idi|q Pcricd Ca|cgcrics
18. Shov and expIain canceIIalion pioceduie 0001 |MG →Sa|cs and
Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a
→Ccn|rc| Cancc||a|icn →Dcfinc Cancc||a|icn Prcccdurcs
19. Shov and expIain canceIIalion iuIe 0001 |MG →Sa|cs and Dis|riou|icn
→Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a →Ccn|rc|
Cancc||a|icn →Assign Cancc||a|icn Ru|cs And Cancc||a|icn Prcccdurcs
|MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s
→Ccn|rac| Da|a →Ccn|rc| Cancc||a|icn →Dcfinc Cancc||a|icn Ru|cs
2O. Shov hov changing lhe conliacl piofiIe affecls lhe ienlaI conliacl.
|MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s
→Ccn|rac| Da|a →Dcfinc Ccn|rac| Prcfi|cs
April 2003 © 2002 SAP AG. All rights reserved. 409
Unit 11: OutIine Agreements SCM605
21. Change lhe VaIidily peiiod calegoiy fion 02 lo 01 in conliacl piofiIe
0001
22. Choose Save
23. Lnlei anolhei ienlaI conliacl using sane docunenl lype, cuslonei
nunlei, puichase oidei nunlei and desciiplion.
24. Shov conliacl dala vaIidily peiiod calegoiy has changedGc|c →
Hcadcr →Ccn|rac| Da|a
25. Resel lhe VaIidily peiiod calegoiy fion 01 lo 02 in conliacl piofiIe
0001
The ienlaI conliacl is liIIed peiiodicaIIy.
These sellings aie nade in lhe ilen calegoiy. You can caII up lhe
liIIing pIan in lhe docunenl (geneialed aulonalicaIIy). Iiicing
lasis: Iiicing pioceduie ILRSO1 vilh condilion lype IISV, Iiicing
pioceduie deleininalion: saIes aiea+docunenl piicing pioceduie = V
(Conliacl)+cuslonei piicing pioceduie.
410 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
324
Create a RentaI Contract
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac| →Crca|c.
2. Lnlei docunenl lype.
3. Choose |n|cr.
4. Lnlei cuslonei.
5. Lnlei puichase oidei nunlei.
6. Lnlei desciiplion.
7. Lnlei naleiiaI and quanlily.
8. Shov conliacl dala: Gc|c →Hcadcr →Ccn|rac| Da|a.
9. |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs. SeIecl lhe ienlaI
conliacl saIes docunenl lype (QI).
1O. SeIecl Dc|ai|s lo dispIay lhe Ccn|rac| da|a a||ud. and Ccn|rac| prcfi|c
fieIds.
11. DispIay conliacl piofiIe enliy: |MG →Sa|cs and Dis|riou|icn →Sa|cs →
Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a →Dcfinc Ccn|rac| Prcfi|cs.
12. DispIay dale deleininalion iuIes: |MG →Sa|cs and Dis|riou|icn →
Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a →Dcfinc Ru|cs
fcr Dc|crnining Da|cs.
13. DispIay vaIidily peiiod calegoiies: |MG →Sa|cs and Dis|riou|icn →
Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a →Dcfinc Va|idi|q
Pcricd Ca|cgcrics.
14. DispIay canceIIalion pioceduies: |MG →Sa|cs and Dis|riou|icn →Sa|cs
→Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a →Ccn|rc| Cancc||a|icn
→Dcfinc Cancc||a|icn Prcccdurcs.
15. DispIay canceIIalion iuIes assigned lo pioceduies: |MG →Sa|cs and
Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Ccn|rac| Da|a
→Ccn|rc| Cancc||a|icn →Assign Cancc||a|icn Ru|cs And Cancc||a|icn
Prcccdurcs.
The foIIoving denonslialion on conliacl canceIIalion is oplionaI
depending upon line and pailicipanl inleiesl.
April 2003 © 2002 SAP AG. All rights reserved. 411
Unit 11: OutIine Agreements SCM605
Demonstration: RentaI Contract CanceIIation
Purpose
To denonsliale lhe sellings foi conliacl canceIIalion
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Change ienlaI conliacl |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →
Ccn|rac| →Cnangc
2. Lnlei ienlaI conliacl docunenl nunlei
3. Use nenu palh Gc|c →Hcadcr →Ccn|rac| Da|a
4. LxanpIe 1:
Lnlei Reason foi canc. Tnn cxpcnsIvc
Lnlei Receipl of canceIIalion: Tnday
Lnlei Requesled canceIIalion dale: End nf wcck
LxpIain vaining nessage aloul pioposed nexl canceIIalion dale.
5. LxanpIe 2:
Choose CanceI
Lnlei Reason foi canc. Tnn cxpcnsIvc
Lnlei Receipl of canceIIalion: In 5 mnnths
Lnlei Requesled canceIIalion dale: In 6 mnnths
Nexl possilIe dale is deleinined accoiding lo lhe canceIIalion iuIe
Copy suggesled vaIue
412 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
325
Enter RentaI Contract CanceIIation Data
1. Change ienlaI conliacl: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →
Ccn|rac| →Cnangc.
2. Lnlei ienlaI conliacl docunenl nunlei.
3. Gc|c →Hcadcr →Ccn|rac| Da|a.
4. Lnlei ieason foi canceIIalion.
Lnlei ieceipl of canceIIalion.
Lnlei iequesled canceIIalion dale.
5. Copy suggesled vaIue.
April 2003 © 2002 SAP AG. All rights reserved. 413
Unit 11: OutIine Agreements SCM605
414 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
327 Exercise 18: Basics of OutIine Agreements
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Use diffeienl lypes of oulIine agieenenls, quanlily conliacls, vaIue
conliacls, and ienlaI conliacls
- Desciile lhe funclions of, and cuslonizing iequiied foi, oulIine
agieenenls
Business ExampIe
Youi conpany, IDLS AC, has exceIIenl lusiness ieIalionships vilh nany
of ils cusloneis and conducls fiequenl liansaclions vilh lhen. Togelhei
vilh lhese cusloneis, youi conpany vanls lo pIan lhe lusiness piocesses
foi lhe fuluie, lased on conliacluaI agieenenls. Youi nanagenenl vanls
lo expIoie lhe exlenl lo vhich diffeienl oulIine agieenenls can le nodeIed
using lhe avaiIalIe saIes docunenl lypes in SAI R/3.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
Task
You have enleied inlo a ienlaI conliacl vilh cuslonei T-562D##.
1. Lnlei a ienlaI conliacl foi cuslonei T-562D##vilh puichase oidei
nunlei ##LO605-QP01. Do nol enlei a saIes aiea.
2. Which saIes aiea vas deleinined`
3. When you cieale lhe ienlaI conliacl, lhe syslen iefeis lo lhe conliacl
piofiIe foi essenliaI conliacl dala. Iind lhe foIIoving conliacl dala in
lhe docunenl:
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 415
Unit 11: OutIine Agreements SCM605
Conliacl slail dale iuIe
Conliacl end dale iuIe
VaIidily peiiod calegoiy
Conliacl vaIidily peiiod
CanceIIalion pioceduie
Nntc: The conliacl dala appeais on a sepaiale lal page in
lhe docunenl headei.
416 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Basics of OutIine Agreements
SoIution 18: Basics of OutIine Agreements
Task
You have enleied inlo a ienlaI conliacl vilh cuslonei T-562D##.
1. Lnlei a ienlaI conliacl foi cuslonei T-562D##vilh puichase oidei
nunlei ##LO605-QP01. Do nol enlei a saIes aiea.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac| →Crca|c .
Conliacl lype:QP (ienlaI conliacl)
2. Which saIes aiea vas deleinined`
Answcr: 1OOO, 14, OO.
The saIes aiea defauIls fion lhe cuslonei naslei.
3. When you cieale lhe ienlaI conliacl, lhe syslen iefeis lo lhe conliacl
piofiIe foi essenliaI conliacl dala. Iind lhe foIIoving conliacl dala in
lhe docunenl:
Conliacl slail dale iuIe
Conliacl end dale iuIe
VaIidily peiiod calegoiy
Conliacl vaIidily peiiod
CanceIIalion pioceduie
Nntc: The conliacl dala appeais on a sepaiale lal page in
lhe docunenl headei.
a) IoIIov Gc|c →Hcadcr →Ccn|rac| da|a.
l) On lhe Ccn|rac| da|a lal page.
Conliacl slail dale iuIe Tnday's datc
Conliacl end dale iuIe Cnntract cnd + cnntract
va!IdIty pcrInd
VaIidily peiiod calegoiy 1 ycar
Conliacl vaIidily peiiod 1 ycar
CanceIIalion pioceduie 0001 (Cancc!!atInn tn
Va!IdIty PcrInd End, ycar!y
wIthdrawa! RIght)
April 2003 © 2002 SAP AG. All rights reserved. 417
Unit 11: OutIine Agreements SCM605
Lesson Summary
You shouId nov le alIe lo:
- Use diffeienl lypes of oulIine agieenenls, incIuding scheduIing
agieenenls, quanlily conliacls, vaIue conliacls, and ienlaI conliacls
- Desciile lhe funclions of, and cuslonizing iequiied foi, oulIine
agieenenls
ReIated Information
AIong vilh nainlenance conliacls, SAI aIso offeis lhe Seivice
Managenenl AppIicalion noduIe, vhose funclions aie expIained in
anolhei couise.
418 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
Lesson:
331
VaIue Contracts and Partners Authorized to
ReIease
Lesson Duialion: 8O ninules
Lesson Overview
This Iesson coveis vaIue conliacls, vhich aie Iong-lein cuslonei
agieenenls lhal enalIe you lo use foivaid pIanning and speciaI piicing
aiiangenenls. Many lines, lusiness pailneis olhei lhan lhe oiiginaI
soId-lo paily need lo ieIease oideis fion lhe vaIue conlacl. This
iequiienenl Ieads lo lhe use of pailneis aulhoiized lo ieIease fion lhe
vaIue conliacl. We viII discuss lhe conlioI funclions of vaIue conliacls,
unique ilen calegoiies, speciaI piicing pioceduies, and naleiiaIs eIigilIe
foi lhe vaIue conliacl.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Cieale an assoilnenl noduIe and use il in a vaIue conliacl
- Desciile lhe funclions and cuslonizing of a vaIue conliacl
- Use nuIlipIe pailneis lo ieIease againsl conliacls
- Desciile lhe Cuslonizing of pailneis lo ieIease againsl conliacls
VaIue conliacl funclionaIily vas added in ReIease 4.O. A vaIue conliacl
aIIovs a usei lo cieale a conliacl foi a specific vaIue. ßefoie ReIease 4.OA,
each pailnei funclion couId le assigned lo onIy one pailnei in eveiy saIes
docunenl. As of ReIease 4.OA, diffeienl Iogic has leen inpIenenled foi
oulIine agieenenls so lhal you can save seveiaI soId-lo pailies and ship-lo
pailies in lhe conliacls foi lhe ieIease oideis.
Business ExampIe
You iequiie a doIIai vaIue conliacl foi an assoilnenl of pioducls. Theie
aie seveiaI soId-lo and ship-lo pailies lhal aie peinilled lo ieIease againsl
lhe conliacl lhiough ieIease oideis.
Desciile lhe funclions and Cuslonizing iequiied foi a vaIue conliacl.
April 2003 © 2002 SAP AG. All rights reserved. 419
Unit 11: OutIine Agreements SCM605
VaIue Contracts in GeneraI
A vaIue conliacl is a IegaI agieenenl vilh a cuslonei. Il conlains lhe
naleiiaIs and seivices lhal lhe cuslonei ieceives vilhin a specified line
peiiod, foi a vaIue up lo a specified laigel anounl. A vaIue conliacl
can conlain ceilain naleiiaIs oi gioups of naleiiaIs (such as a pioducl
hieiaichy oi an assoilnenl noduIe).
Figure 81: VaIue Contracts
The vaIue conliacl is an oulIine agieenenl lelveen you and youi
cuslonei. Il slales lhal youi cuslonei agiees lo puichase a fixed doIIai
anounl of goods and seivices duiing lhe defined peiiod.
The vaIue conliacl can conlain olhei agieenenls lelveen you and youi
cuslonei lhal aie checked in lhe ieIease oideis, such as speciaI piice
agieenenls, cuslonei iesliiclions, oi naleiiaI iesliiclions.
If you have a conliacl vilh youi cuslonei and you cieale a saIes oidei
vilhoul iefeiiing lo a conliacl, you can sel lhe syslen lo aulonalicaIIy
piopose a conliacl. This is aclivaled in Cuslonizing foi lhe docunenl
lype (Ccn|rac| ncssagcs fieId).
In lhe vaIue conliacl, you can iefei lo Iisls of naleiiaIs lhal have aIieady
leen defined. This Iisl couId le a pioducl hieiaichy oi a assoilnenl
noduIe. Hovevei, you aIso cieale a vaIue conliacl foi onIy one naleiiaI
(foi exanpIe, a configuialIe naleiiaI).
420 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
Figure 82: VaIid MateriaIs
Tvo lypes of vaIue conliacls aie offeied in lhe slandaid syslen: VaIue
conliacl lype WK 1: You can specify a pioducl hieiaichy oi a assoilnenl
noduIe foi vaIue conliacls vilh conliacl lype WK 1. The syslen viII
aIvays piopose lhis lype of conliacl, if you vanl lo cieale a conliacl foi
seveiaI naleiiaIs oi a ceilain gioup of naleiiaIs. AII lhe naleiiaIs in lhe
ieIevanl assoilnenl, oi leIonging lo lhe specified pioducl hieiaichy aie
lhen ieIevanl foi ieIease. VaIue conliacl lype WK 2 (naleiiaI-ieIaled):
You can cieale conliacls foi one naleiiaI (usuaIIy configuialIe) vilh lhis
lype of vaIue conliacl. A soflvaie conpany is an exanpIe of vheie lhis
kind of conliacl is oflen used. Theie, a conliacl foi lhe vaIue of $5OO,OOO is
nade vilh lhe cuslonei foi one specific soflvaie pioducl. You can aIso
agiee on lhe Ienglh of lhe conliacl foi lhis lype. The conliacl duialion can
le agieed al ilen IeveI and can le diffeienl fion lhe conliacl duialion
specified al headei IeveI
The assoilnenl noduIe funclion enalIes you lo define a Iisl of naleiiaIs
lhal can le ieIeased fion a vaIue conliacl. MaleiiaIs can le assigned lo
noie lhan one assoilnenl noduIe. An assoilnenl noduIe is an enliy
looI and can le caIIed up fion lhe vaIue conliacl. Il is vaIid foi a ceilain
line peiiod. If you deIele a naleiiaI fion lhe assoilnenl noduIe, lo
vhich a vaIue conliacl iefeis, you viII le unalIe lo ieIease lhal naleiiaI.
In lhe vaIue conliacl, onIy naleiiaIs vilh lhe sane saIes oiganizalion
April 2003 © 2002 SAP AG. All rights reserved. 421
Unit 11: OutIine Agreements SCM605
and disliilulion channeI as lhe vaIue conliacl can le laken fion lhe
assoilnenl noduIe. AII lhe olhei naleiiaIs in lhe assoilnenl noduIe aie
nol dispIayed in lhe vaIue conliacl.
In SAI R/3 SD, you can Iisl lhe naleiiaIs lhal can le ieIeased in a vaIue
conliacl as a pioducl hieiaichy (can le seaiched foi geneiicaIIy ly
enleiing lhe fiisl fev digils such as OOOO1O1*) oi as a Iisl of vaIid naleiiaIs
(assoilnenl noduIe). Neilhei a pioducl hieiaichy noi an assoilnenl
noduIe viII iesliicl, lhey jusl give you oplions. You can sliII seIecl olhei
naleiiaIs lo ieIease even if lhey aie nol in lhe hieiaichy oi assoilnenl
noduIe.
If lolh lhe pioducl hieiaichy and lhe assoilnenl noduIe aie nainlained
in lhe docunenl, aII of lhe naleiiaIs lhal leIong lo one oi olhei of lhe
naleiiaI gioups aie vaIid foi lhe ieIease oidei.
Assoilnenl noduIes foi vaIue conliacls aie nainlained in lhe naslei dala
foi pioducls. You can define a vaIidily peiiod foi each naleiiaI in lhe
assoilnenl noduIe. When you cieale a ieIease oidei, lhe syslen checks
lhe iespeclive enliy dale againsl lhe vaIidily peiiod.
AII naleiiaIs defined in saIes can le ieIeased in a conliacl unIess lheie aie
olhei iesliiclions in copy conlioI al ilen IeveI. These naleiiaIs aie aIso
Iiniled in lhal lhey nusl le peinilled foi lhe saIes aiea assigned lo lhe
vaIue conliacl.
Figure 83: VaIue Contracts - ReIeases
A ieIease oidei ieIeases a pailiaI quanlily of lhe agieed lolaI vaIue of lhe
goods oi seivices fion a conliacl. The ieIease oidei is a lype of saIes oidei.
422 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
NoinaIIy, you cieale a ieIease oidei vilh iefeience lo a conliacl. SeveiaI
funclions exisl foi seaiching foi lhe ieIevanl conliacl. You nay seaich foi
suilalIe conliacls using lhe pailnei nunlei, oi seaich foi suilalIe pailneis
using lhe conliacl nunlei (foi cuslonei Iisls onIy).
Wilh lhe ilen seIeclion funclion, you can seIecl ilens fion aII lhe vaIid
naleiiaIs. You can choose naleiiaIs diieclIy oi expand an assoilnenl
noduIe.
DeIiveiy quanlilies and lines aie sloied in lhe scheduIe Iines foi lhe
ieIease oidei. You can cieale ieIeases in any cuiiency, and lhe lolaI vaIue is
updaled in lhe cuiiency of lhe conliacl.
When you cieale a ieIease oidei, lhe syslen checks lhe iequiienenls sloied
in lhe conliacl, such as lhe ieIease iuIe oi vaIidily peiiod. The vaIue of lhe
ieIease oidei is conpaied vilh lhe vaIue sliII open in lhe conliacl.
You can define hov lhe syslen iesponds vhen lhis vaIue is exceeded. You
can assign an oidei lo a conliacl, eilhei al headei IeveI oi ilen IeveI, lul
lhe conliacl vaIues viII onIy le updaled if you assign il al lhe ilen IeveI.
In lolh cases, lhe syslen aulonalicaIIy ieiuns piicing.
Figure 84: Updating VaIues in Contracts
When you cieale a ieIease oidei, lhe syslen aulonalicaIIy updales lhe
ieIeased vaIues in lhe conliacl. The ieIease vaIue is caIcuIaled fion lhe
lolaI of open oidei and deIiveiy vaIues, as veII as vaIues in lhe conliacl
lhal have aIieady leen liIIed.
April 2003 © 2002 SAP AG. All rights reserved. 423
Unit 11: OutIine Agreements SCM605
You can change lhe vaIue in a vaIue conliacl ilen. Sulsequenl changes lo
lhe ieIease aie updaled in lhe conliacl, incIuding iejecled ieIease ilens,
ieluins, ovei-deIiveiy of ieIease oidei, piicing changes lo lhe liIIing
docunenl, deIeled oideis oi deIiveiies, and canceIIed deIiveiies oi liIIing
docunenls.
Figure 85: VaIue Contracts - BiIIing Documents
You can eilhei liII lhe vaIue conliacl diieclIy oi you can liII each ieIease
oidei. To liII a ieIease oidei, you can use slandaid oidei OR. ßiIIing can
le eilhei oidei- oi deIiveiy-ieIaled.
Ioi liIIing a vaIue conliacl, use oidei lype WA. The vaIue conliacl is liIIed
accoiding lo lhe oidei. A liIIing pIan aIIovs you lo liII lhe conliacl foi
seveiaI dales and pailiaI quanlilies al once.
The syslen aulonalicaIIy adjusls lhe open liIIing dales if you nake a
sulsequenl change lo lhe laigel vaIue in a vaIue conliacl. The syslen
does nol aIIov you lo aulonalicaIIy liII vaIue conliacls lhal have nol leen
conpIeleIy ieIeased.
Demonstration: Create Assortment ModuIe
Purpose
To denonsliale lhe ciealion of an assoilnenl noduIe
System Data
5ystcm: As assigned.
424 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Use nenu palh: |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →
Prcduc|s →Va|uc ccn|rac| - Asscr|ncn| ncdu|c →Crca|c
2. Choose Lnlei
3. Lnlei desciiplion WK Mndu!c LO605
and naleiiaIs: M-10, M-11, and M-12
4. Choose Save
Theie nighl le piolIens vilh lhe assoilnenl noduIe: SoIulion 1: CaII up
assoilnenl noduIe and enlei lhe naleiiaI again, SoIulion 2: Conlinue
piocessing vilhoul lhe assoilnenl noduIe (lhis neans lheie aie no
iesliiclions on lhe peinilled naleiiaIs), oi SoIulion 3: Woik vilh lhe
pioducl hieiaichy (aIso vilh a geneiic seaich).
April 2003 © 2002 SAP AG. All rights reserved. 425
Unit 11: OutIine Agreements SCM605
337
Create Assortment ModuIe
1. |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Prcduc|s →Va|uc
ccn|rac| - Asscr|ncn| ncdu|c →Crca|c.
2. Choose |n|cr.
3. Lnlei desciiplion.
4. Lnlei naleiiaI(s).
5. Choose Satc.
Demonstration: Create a VaIue Contract with an
Assortment ModuIe
Purpose
To denonsliale lhe piocess of ciealing a vaIue conliacl vilh an assoilnenl
noduIe
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Use nenu palh: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac|
→ Crca|c
2. Lnlei docunenl lype: WK1
3. Choose Lnlei
4. Lnlei cuslonei: 2006
5. Lnlei desciiplion: Va!uc cnntract
6. Lnlei vaIid-lo dale: 1 ycar frnm tnday
7. Lnlei oullound agieenenl laigel vaIue: 10000
8. Lnlei assoilnenl noduIe using seaich ly noduIe lype 6
9. Shov ilen calegoiy WKN
1O. Shov WK naleiiaI: WKM1
426 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
338
Create a VaIue Contract
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac| →Crca|c.
2. Lnlei docunenl lype.
3. Lnlei cuslonei.
4. Lnlei desciiplion.
5. Lnlei vaIid-lo dale.
6. Lnlei oullound agieenenl laigel vaIue.
7. Lnlei assoilnenl noduIe and/oi pioducl hieiaichy.
8. Choose Satc.
Demonstration: Create a ReIease from a VaIue
Contract
Purpose
To denonsliale lhe piocess of ciealing a ieIease oidei fion a vaIue conliacl
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Use nenu palh: Sa|cs dccuncn| →Crca|c suoscqucn| crdcr
2. Lnlei docunenl lype: OR
3. Choose Lnlei
4. Choose Conliacl pailneis aulhoiized lo ieIease
5. Cuslonei: 2006
6. Choose Copy
7. Choose Lxpand assoilnenl noduIe
8. Lnlei naleiiaI M-10 quanlily 1
9. Lnlei naleiiaI M-11 quanlily 1
1O. Choose ßack
11. Choose Copy
April 2003 © 2002 SAP AG. All rights reserved. 427
Unit 11: OutIine Agreements SCM605
12. Lnlei cuslonei puichase oidei nunlei: Rc!casc WK1
13. Choose Save
428 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
339
Create a ReIease from a VaIue Contract
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac| →Cnangc.
2. Sa|cs dccuncn| →Crca|c suoscqucn| crdcr.
3. Lnlei docunenl lype.
4. Choose |n|cr.
5. Choose Rc|casing par|ncr.
6. SeIecl a cuslonei.
7. Choose Ccpq.
8. Choose |xpand asscr|ncn| ncdu|c oi |xpand prcduc| nicrarcnq.
9. SeIecl naleiiaI and quanlily.
1O. Choose 8ac|.
11. Choose Ccpq.
12. Lnlei cuslonei puichase oidei nunlei.
13. Choose Satc.
Demonstration: To check ReIeased VaIue of a VaIue
Contract
Purpose
To denonsliale lhal sulsequenl ieIeases lo a vaIue conliacl updale lhe
ieIeased vaIue of lhe conliacl
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Use nenu palh: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac|
→ Disp|aq
2. Shov fieId Rc|cascd ta|uc
April 2003 © 2002 SAP AG. All rights reserved. 429
Unit 11: OutIine Agreements SCM605
340
Check ReIeased VaIue of a VaIue Contract
1. |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac| →Disp|aq.
2. SeIecl lhe Rc|cascd ta|uc fieId.
Demonstration: DispIay Customizing for Item Category
WKN in the VaIue Contract
Purpose
To dispIay cuslonizing foi Ilen Calegoiy WKN in lhe vaIue conliacl
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Use nenu palh: |MG →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac|s →
Va|uc Ccn|rac| →Dcfinc ||cn Ca|cgcrics |cr Va|uc Ccn|rac| And Ccn|rac|
Rc|.
2. Choose ilen calegoiy: WKN
3. Shov ConpIelion iuIe fieId: E Itcm Is cnmp!ctcd aftcr fu!! targct
va!uc Is rcfcrcnccd
4. ScioII dovn lo VaIue conliacl aiea
5. Shov VaIue conliacl nalI fieId WKM1
6. Shov Conliacl ieIease cnliI fieId: A WarnIng If targct va!uc Is
cxcccdcd
7. To shov deleininalion of ilen calegoiy WKN, use nenu palh: |MG
→Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac|s →Va|uc Ccn|rac| →
Dcfinc ||cn Ca|cgcrics |cr Va|uc Ccn|rac| And Ccn|rac| Rc|.
8. Wilhoul vaIue conliacl naleiiaI in ilen calegoiyKcy: WK1 and
b!ank and VCTR and b!ank
9. Wilh vaIue conliacl naleiiaI in ilen calegoiyKcy: WK1 and VCIT
and b!ank and b!ank
430 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
341
Customize Item Category WKN in the VaIue Contract
1. |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s
→Va|uc Ccn|rac| →Dcfinc ||cn Ca|cgcrics |cr Va|uc Ccn|rac| And
Ccn|rac| Rc|.
2. Choose ilen calegoiy WKN.
3. In lhe Ccnp|c|icn ru|c fieId, enlei a vaIue of E: Item is completed
after full target value is referenced.
4. ScioII dovn lo Va|uc ccn|rac| aiea.
5. In lhe Va|uc ccn|rac| na||. fieId, enlei WKM1.
6. In lhe Ccn|rac| rc|casc cn|r|. fieId, enlei a vaIue of A: Warning if
target value is exceeded.
7. To shov deleininalion of ilen calegoiy WKN, foIIov |MG →Sa|cs
and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Va|uc
Ccn|rac| →Assign ||cn Ca|. Tc Va|. Ccn|r. Tqpc And Ccn|rac| Rc|. Tqpc.
8. Choose Pcsi|icn.
9. To shov lhe ilen calegoiy deleinined vilhoul a vaIue conliacl
naleiiaI in lhe ilen calegoiy gioup, enlei:
SaIes doc.lype: WK1
Ilen cal. gioup: leave blank
Ilen usage: VCTR
Ilen Cal-HgLvIln: leave blank
1O. To shov lhe ilen calegoiy deleinined vilh a vaIue conliacl naleiiaI
in lhe ilen calegoiy gioup, enlei:
SaIes doc.lype: WK1
Ilen cal. gioup: VCIT
Ilen usage: leave blank
Ilen Cal-HgLvIln: leave blank
ControIIing VaIue Contracts
When you cieale a vaIue conliacl you nusl deleinine lhe ilen calegoiy.
NoinaIIy lhal is done ly Doc Type & ilen calegoiy gioup in lhe naleiiaI
naslei. In lhe case of lhe vaIue conliacl you have no naleiiaI.so ve use
Doc lype & Usage (AßAI code) lo deleinine lhe ilen calegoiy. Once
ve deleinine lhe ilen calegoiy ve can liing in a defauIl naleiiaI. The
April 2003 © 2002 SAP AG. All rights reserved. 431
Unit 11: OutIine Agreements SCM605
defauIl naleiiaI is coning fion lhe ilen calegoiy ve deleinine. The
ieason ve need a defauIl naleiiaI in lhe vaIue conliacl is so ve can piice.
We aie nol liuIy piicing lul ve aie using a piicing pioceduie, vilh lhe
condilion lype (nanuaI condilion) lo sloie lhe conliacl vaIue. So vhen
ieIeases aie ciealed ve can deleinine vhen lhe vaIue has leen exceeded.
This aII voiks logelhei vilh lhe posilive/negalive inpacl selling coning
fion copy conlioI aIso.
VaIue conliacls have speciaI cuslonizing sellings, incIuding docunenl
lype, ilen calegoiies, piicing pioceduies, condilion lypes, and assoilnenl
noduIes.
Figure 86: ControIIing VaIue Contracts
Theie aie lvo lypes of vaIue conliacls in lhe SAI slandaid syslen:
WK1 Gcncra! va!uc cnntract
This oidei lype aIIovs you lo iefei lo diffeienl naleiiaIs and seivices,
accoiding lo lhe seIeclion oplions.
WK2 MatcrIa!-rc!atcd va!uc cnntract
This is used vhen lhe conliacl conlains exaclIy one naleiiaI.
In Cuslonizing, you onIy dislinguish lelveen lhe saIes docunenl lypes
foi vaIue conliacls WK1 and WK2 in lhe scieen sequence gioup foi
docunenl headei and ilen.
You can nainlain lhe vaIue conliacl naleiiaI in lhe ilen calegoiy gioup.
The vaIue conliacl naleiiaI acls as a lechnicaI vehicIe in lhe conliacl ilen
foi deleinining inpoilanl dala, such as accounl assignnenls, laxes, oi
slalislicaI updales.
432 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
Docunenl lype WK1 uses ilen calegoiy WKN. Docunenl lype WK2 uses
ilen calegoiy WKC. Accoiding lo vhal you enlei in lhe ilen, lhe syslen
deleinines lhe ilen calegoiy vilh lhe usage indicaloi VCTR oi lhe ilen
calegoiy gioup VCIT. In copy conlioI, you can decide al ilen IeveI if lhe
vaIue conliacl naleiiaI shouId le copied lo lhe ieIease (WKC) oi nol
(WKN).
In lhe slandaid syslen, vaIue conliacls (docunenl deleininalion
pioceduie Y) use piicing pioceduie WKOOO1 vilh condilion lype WKOO foi
lhe agieed laigel vaIue. If a ieIease exceeds lhe laigel vaIue in a conliacl
ilen, you can configuie hov lhe syslen ieacls.
Figure 87: Partners Authorized to ReIease in Contract
NoinaIIy, lolh lhe soId-lo paily and olhei lusiness pailneis aie
aulhoiized lo ieIease fion a conliacl. This neans lhal lhe cenliaI office foi
a conpany can decide vhich of ils lianches can ieIease fion a conliacl.
Theie nay aIso le seveiaI ship-lo pailies.
To le alIe lo ieIease lo nuIlipIe ship-lo pailies, nainlain lhe Cncc| par|ncr
au|ncriza|icn fieId in Cuslonizing foi lhe saIes docunenl lype. In lhe
saIes oidei, you can lhen dispIay lhe pailneis aulhoiized lo ieIease in a
cuslonei Iisl (iuIe A) oi in lhe cuslonei hieiaichy (iuIe ß).
The pailnei deleininalion pioceduie assigns lhe pailneis aulhoiized lo
ieIease againsl lhe conliacl. If lheie aie seveiaI pailneis aulhoiized lo
ieIease againsl a conliacl, you can choose lhe ieIevanl pailnei fion a Iisl
vhen you cieale lhe ieIease oidei.
If lheie aie seveiaI ship-lo pailies lhal aie aulhoiized lo ieIease foi lhe
seIecled soId-lo paily, you can choose lhe ieIevanl one fion a Iisl vhen
you cieale lhe ieIease.
So lhal lhe ieIeasing pailnei can le diffeienl lhan lhe soId-lo paily foi lhe
conliacl, copy conlioI uses iequiienenl OO2 al headei IeveI.
April 2003 © 2002 SAP AG. All rights reserved. 433
Unit 11: OutIine Agreements SCM605
Figure 88: Partners Authorized to ReIease: Customer List
Ru!c A: Chcck cnntract partncrs:
If lheie is a cuslonei Iisl, you can sloie lhe pailneis aulhoiized lo ieIease
in lhe pailnei scieen foi lhe conliacl docunenl. In lhe slandaid syslen,
pailnei funclion AA has leen defined foi use as an oplionaI pailnei
funclion in lhe ieIevanl pailnei deleininalion pioceduie (KAß pioceduie).
AIleinalive ship-lo pailies aie iepiesenled vilh pailnei funclion AW.
When you cieale lhe conliacl, if lheie aie aIieady seveiaI possilIe soId-lo
pailies in lhe cuslonei naslei iecoid (pailnei funclions SI and AA), lhe
syslen dispIays a seIeclion scieen vheie you can choose and copy seveiaI
pailneis in one slep.
Iailneis aulhoiized lo ieIease aie onIy checked al headei IeveI.
434 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
Figure 89: Partners Authorized to ReIease - Customer Hierarchy
Ru!c B: Chcck custnmcr hIcrarchy partncrs
If lhe soId-lo paily in lhe saIes oidei is diffeienl lo lhal in lhe conliacl, il
can le aulhoiized foi ieIease if lolh cusloneis aie nodes in a cuslonei
hieiaichy, and lhe soId-lo paily in lhe ieIease oidei is on a Iovei node
lhan lhe one in lhe conliacl.
AIleinalive ship-lo pailies aie conlioIIed in lhe sane vay as in RuIe A.
Iailneis aulhoiized lo ieIease aie onIy checked al headei IeveI.
Demonstration: Create Partner Authorized to ReIease
Purpose
To denonsliale lhe piocess of ciealing pailneis aulhoiized lo ieIease fion
vaIue conliacls
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Change soId-lo pailnei ly using nenu palh: |cgis|ics →Sa|cs and
Dis|riou|icn →Mas|cr Da|a →8usincss par|ncrs →Cus|cncr →Cnangc
→Sa|cs and Dis|riou|icn
April 2003 © 2002 SAP AG. All rights reserved. 435
Unit 11: OutIine Agreements SCM605
2. Lnlei cuslonei: 2007
3. Lnlei saIes aiea: 1000, 10 and 00
4. Choose Lnlei
5. Choose SaIes aiea dala
6. Co lo lal page Iailnei funclions
7. In lhe nexl lIank Iine enlei pailnei funclion: AA and cuslonei: 2006
8. In lhe nexl lIank Iine enlei pailnei funclion:AA and cuslonei: 1000
9. In lhe nexl lIank Iine enlei pailnei funclion:AW and cuslonei: 2006
1O. In lhe nexl lIank Iine enlei pailnei funclion: AW and cuslonei: 1000
11. In lhe nexl lIank Iine enlei pailnei funclion: AW and cuslonei: 1010
12. In lhe nexl lIank Iine enlei pailnei funclion: AW and cuslonei: 1020
13. Choose Save
Demonstration: Show Customizing for Partner
Determination
Purpose
To denonsliale cuslonizing foi pailnei deleininalion in ieIalion lo vaIue
conliacls
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. DispIay pailnei deleininalion using nenu palh: |MG →Sa|cs and
Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn →Dcfinc and
Assign Par|ncr Dc|crnina|icn Prcccdurcs →Cus|cncr nas|cr
2. Gc|c →Prcccdurc assignncn|
3. Choose Accounl gip 0001 5n!d-tn party
4. Choose Iailnei pioceduies: AG
5. Choose Iioceduie delaiIs
436 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
6. Shov pailnei pioceduie AG conlains lolh funclions AA and AW
Demonstration: Create a VaIue Contract using
Partners Authorized to ReIease
Purpose
To denonsliale lhe ciealion a vaIue conliacl using pailneis aulhoiized lo
ieIease
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Cieale a vaIue conliacl using nenu palh: |cgis|ics → Sa|cs and
Dis|riou|icn →Sa|cs →Ccn|rac| →Crca|c
2. Lnlei docunenl lype: WK1
3. Choose Lnlei
4. Lnlei cuslonei: 2007
5. Lnlei desciiplion: Va!uc cnntract 2
6. Lnlei vaIid-lo dale: 1 ycar frnm tnday
7. Lnlei oullound agieenenl laigel vaIue: 10000
8. Choose Lnlei
9. In lhe Iailnei seIeclion diaIog lox, choose SeIecl AII
1O. Choose Lnlei
11. To shov pailneis aulhoiized lo ieIease, use nenu palh: Gc|c →
Hcadcr →Par|ncr
12. To cieale ieIease oidei, use nenu palh: Sa|cs dccuncn| →Crca|c
suoscqucn| crdcr
13. Lnlei docunenl lype: OR
14. Choose Lnlei
15. Choose Conliacl pailneis aulhoiized lo ieIease
16. In lhe Iailnei seIeclion diaIog lox, choose soId-lo cuslonei: 2006
April 2003 © 2002 SAP AG. All rights reserved. 437
Unit 11: OutIine Agreements SCM605
17. Choose Conliacl pailneis aulhoiized lo ieIease a second line aflei
acknovIedging vaining nessage aloul soId-lo paily 2006
18. In lhe Iailnei seIeclion diaIog lox, choose ship-lo cuslonei: 1000
19. Choose Copy
2O. Choose Lnlei naleiiaI
21. Lnlei naleiiaI M-10 quanlily 2
22. Choose ßack
23. Choose Copy
24. Lnlei cuslonei puichase oidei nunlei: Auth. Partncrs
25. Choose Save
26. Conpaie soId-lo and ship-lo pailneis of lhe ieIease oidei and lhe
vaIue conliacl.
438 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
346
Create a VaIue Contract using Partners Authorized to
ReIease
1. Cieale a vaIue conliacl: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →
Ccn|rac| →Crca|c.
2. Lnlei docunenl lype WK1.
3. Choose |n|cr.
4. Lnlei cuslonei.
5. Lnlei desciiplion.
6. Lnlei vaIidily peiiod.
7. Lnlei oullound agieenenl laigel vaIue.
8. Choose Lnlei
9. In lhe Par|ncr sc|cc|icn diaIog lox, seIecl Sc|cc| A||.
1O. To cieale ieIease oidei, foIIovSa|cs dccuncn| →Crca|c suoscqucn| crdcr.
11. Lnlei docunenl lype OR.
12. Choose |n|cr.
13. To seIecl soId-lo and ship-lo pailneis aulhoiized lo ieIease, seIecl
Ccn|rac| par|ncrs au|ncrizcd |c rc|casc.
14. Choose Ccpq.
15. SeIecl |n|cr na|cria|.
16. Lnlei naleiiaIs and quanlilies.
17. Choose 8ac|.
18. Choose Ccpq.
19. Lnlei cuslonei puichase oidei nunlei.
2O. Choose Satc.
Demonstration: Show Partner Determination
Customizing for Partner Authorized to ReIease
Purpose
To denonsliale pailnei deleininalion cuslonizing foi pailneis aulhoiized
lo ieIease
April 2003 © 2002 SAP AG. All rights reserved. 439
Unit 11: OutIine Agreements SCM605
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. DispIay pailnei deleininalion using nenu palh: |MG →Sa|cs and
Dis|riou|icn →8asic |unc|icns →Par|ncr Dc|crnina|icn →Dcfinc and
Assign Par|ncr Dc|crnina|icn Prcccdurcs →Sa|cs dccuncn| ncadcr
2. Gc|c →Prcccdurc assignncn|
3. Choose SaIes doc. lype WK1
4. Choose Iailnei pioceduies: KAB
5. Choose Iioceduie delaiIs
6. Shov pailnei pioceduie KAB conlains lolh funclions AA and AW
440 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
347
Customize Partner Determination for Partner
Authorized to ReIease
1. DispIay pailnei deleininalion: |MG →Sa|cs and Dis|riou|icn →
8asic |unc|icns →Par|ncr Dc|crnina|icn →Dcfinc and Assign Par|ncr
Dc|crnina|icn Prcccdurcs →Sa|cs dccuncn| ncadcr.
2. Gc|c →Prcccdurc Assignncn|.
3. SeIecl SaIes doc. lype WK1.
4. Choose Par|ncr prcccdurcs.
5. SeIecl pioceduie lype KAB.
6. Choose Prcccdurc dc|ai|s. Iailnei pioceduie KAB conlains funclions
AA and AW.
Demonstration: To dispIay customizing for vaIue
contracts partners authorized to reIease
Purpose
To denonsliale lhe sellings nade in cuslonizing foi vaIue conliacls
pailneis aulhoiized lo ieIease
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. DispIay saIes docunenl lype WK1 |MG →Sa|cs and Dis|riou|icn →
Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Va|uc Ccn|rac| →Main|ain
Va|uc Ccn|rac| Tqpc And Ccn|rac| Rc|casc Tqpc
2. Choose DelaiIs
3. In lhe Conliacl aiea, shov fieId Check pailnei aulhoiizalion: A
Chcck partncr authnrIzcd tn rc!casc In cnntract
April 2003 © 2002 SAP AG. All rights reserved. 441
Unit 11: OutIine Agreements SCM605
348
Customize VaIue Contract Partners Authorized to
ReIease
1. DispIay saIes docunenl lype WK1: |MG →Sa|cs and Dis|riou|icn →
Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Va|uc Ccn|rac| →Main|ain
Va|uc Ccn|rac| Tqpc And Ccn|rac| Rc|casc Tqpc.
2. Choose Dc|ai|s.
3. In lhe Ccn|rac| aiea, seIecl lhe Cncc| par|ncr au|ncriza|icn fieId.
442 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
349 Exercise 19: OutIine Agreements
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Use oulIine agieenenls and configuie lheii specific sellings in
Cuslonizing
- LxpIain lhe concepl of pailneis aulhoiized lo ieIease
Business ExampIe
OulIine agieenenls - such as quanlily conliacls, vaIue conliacls, oi ienlaI
conliacls - pIay an inpoilanl ioIe in aInosl eveiy lianch of indusliy.
Long-lein agieenenls enalIe you lo use foivaid pIanning and speciaI
piicing aiiangenenls.
System Data
5ystcm: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
C!Icnt: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Uscr ID: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Passwnrd: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
5ct up InstructInns:
1. As assigned.
Task
You have enleied inlo a vaIue conliacl vilh cuslonei T-562A##lhal is
vaIid foi six nonlhs. Cieale a conliacl and indicale lhe paily aulhoiized lo
ieIease. The naleiiaIs lhal aie peinilled foi conliacl ieIeases viII le Iisled
in an assoilnenl noduIe. The cuslonei viII iefei lo ieIeases as oideis.
The syslen deleinines lhe peinilled pailneis and naleiiaIs foi ieIeases
fion lhe infoinalion sloied in lhe vaIue conliacl.
1. Cieale an assoilnenl noduIe foi vaIue conliacls. The syslen assigns
a nunlei lo lhe assoilnenl noduIe. You shouId lhen enlei lhe
desciiplion value contract module ##. The noduIe shouId le
vaIid unliI lhe end of nexl yeai. Lisl lhe naleiiaIs T-ATB##, T-ATC##,
and T-ATD##.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 443
Unit 11: OutIine Agreements SCM605
ModuIe nunlei:
2. When lhe syslen aulonalicaIIy deleinines ilen calegoiies, lhe ilen
calegoiy foi vaIue conliacls is deleinined ly lhe usage indicaloi
VCTR. Check, in Cuslonizing, vhich ilen calegoiy has leen found
foi saIes docunenl lype WK1 Va!uc cnntract - gcncra!.
Ilen calegoiy:
3. DispIay lhe ilen calegoiy and iecoid lhe vaIue conliacl naleiiaI.
VaIue conliacl naleiiaI
4. Cieale a vaIue conliacl foi cuslonei T-562A##vilh puichase oidei
nunlei ##LO605-WK101 and lhe desciiplion Va!uc cnntract ##foi
2O,OOO LUR vilh a vaIidily peiiod of 6 nonlhs. Assign youi lhe
assoilnenl noduIe ciealed in lhe pievious slep lo lhis conliacl.
5. Cieale a ieIease oidei vilh puichase oidei nunlei ##LO605-OR11
ly iefeience lo lhe vaIue conliacl you ciealed in Slep 4. The oidei is
foi 1 pc of T-ATB##and 1 pc of T-ATC##. The pailneis aulhoiized lo
ieIease aie SoId lo paily T-562A##and Ship lo paily T-562F##. Save
lhe docunenl and iecoid lhe docunenl nunlei.
Docunenl nunlei
6. Cieale a second ieIease oidei vilh puichase oidei nunlei
##LO605-OR12 ly iefeience lo lhe vaIue conliacl you ciealed in Slep
4 foi 1O pieces of T-ATD##. The pailneis aulhoiized lo ieIease aie
SoId lo paily T-562E##and Ship lo paily T-562F##. Whal nessage
did you ieceive vhen allenpling lo save`
Whal nessage did you ieceive vhen allenpling lo save`
Reduce lhe quanlily lo one pc and save.
7. Deleinine lhe lolaI ieIeased vaIue foi lhe vaIue conliacl.
ReIease vaIue
Ccn|inucd cn ncx| pagc
444 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
8. Check in lhe docunenl fIov lo deleinine hov nany ieIease oideis
exisl foi lhe conliacl.
TolaI ieIease oideis
9. Wheie do you deleinine vhelhei lhe vaIue conliacl naleiiaI shouId
le liansfeiied lo lhe ieIease oidei oi nol`
1O. Which ilen calegoiy sellings do you use lo conlioI vhal happens
vhen lhe laigel vaIue in lhe conliacl is exceeded`
Infoinalion aiea
IieId
Infoinalion aiea
IieId
11. Which pailnei deleininalion pioceduie has leen assigned lo lhe
vaIue conliacl`
Iailnei deleininalion pioceduie
12. Which pailnei funclions foi ieIeasing pailneis aie configuied in lhis
pioceduie`
Iailnei funclion
Iailnei funclion
April 2003 © 2002 SAP AG. All rights reserved. 445
Unit 11: OutIine Agreements SCM605
SoIution 19: OutIine Agreements
Task
You have enleied inlo a vaIue conliacl vilh cuslonei T-562A##lhal is
vaIid foi six nonlhs. Cieale a conliacl and indicale lhe paily aulhoiized lo
ieIease. The naleiiaIs lhal aie peinilled foi conliacl ieIeases viII le Iisled
in an assoilnenl noduIe. The cuslonei viII iefei lo ieIeases as oideis.
The syslen deleinines lhe peinilled pailneis and naleiiaIs foi ieIeases
fion lhe infoinalion sloied in lhe vaIue conliacl.
1. Cieale an assoilnenl noduIe foi vaIue conliacls. The syslen assigns
a nunlei lo lhe assoilnenl noduIe. You shouId lhen enlei lhe
desciiplion value contract module ##. The noduIe shouId le
vaIid unliI lhe end of nexl yeai. Lisl lhe naleiiaIs T-ATB##, T-ATC##,
and T-ATD##.
ModuIe nunlei:
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr da|a →Prcduc|s →
Va|uc ccn|rac| - Asscr|ncn| ncdu|c →Crca|c →8u||cn. ||cns →
|n|cr i|cns →Satc.
2. When lhe syslen aulonalicaIIy deleinines ilen calegoiies, lhe ilen
calegoiy foi vaIue conliacls is deleinined ly lhe usage indicaloi
VCTR. Check, in Cuslonizing, vhich ilen calegoiy has leen found
foi saIes docunenl lype WK1 Va!uc cnntract - gcncra!.
Ilen calegoiy:
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →
Ccn|rac|s →Va|uc Ccn|rac| →Assign ||cn Ca|cgcrq Tc Va|uc
Ccn|rac| Tqpc And Ccn|rac| Rc|casc Tqpc
Ilen calegoiy: WKN
3. DispIay lhe ilen calegoiy and iecoid lhe vaIue conliacl naleiiaI.
Ccn|inucd cn ncx| pagc
446 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
VaIue conliacl naleiiaI
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →
Ccn|rac|s →Va|uc Ccn|rac| →Dcfinc ||cn Ca|cgcrics |cr Va|uc
Ccn|rac| And Ccn|rac| Rc|casc.
VaIue conliacl naleiiaI WKM1
4. Cieale a vaIue conliacl foi cuslonei T-562A##vilh puichase oidei
nunlei ##LO605-WK101 and lhe desciiplion Va!uc cnntract ##foi
2O,OOO LUR vilh a vaIidily peiiod of 6 nonlhs. Assign youi lhe
assoilnenl noduIe ciealed in lhe pievious slep lo lhis conliacl.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac| →Crca|c.
Conliacl lype: WK1
SoId-lo paily: T-S62A##
l) Gc|c →Hcadcr →Par|ncr.
Add AA Conliacl ieI. oidei (Aulhoiized lo ieIease SoId-lo):
T-S62E## and AW Conliacl ieI. oidei (Aulhoiized lo ieIease
Ship-lo): T-S62F##.
c) SeIecl lhe 8ac| aiiov.
VaIid fion: Today
VaIid lo: 6 months from today
Taigel vaIue: 20,000 LUR
Assoilnenl noduIe: <use module from Step 1>
5. Cieale a ieIease oidei vilh puichase oidei nunlei ##LO605-OR11
ly iefeience lo lhe vaIue conliacl you ciealed in Slep 4. The oidei is
foi 1 pc of T-ATB##and 1 pc of T-ATC##. The pailneis aulhoiized lo
ieIease aie SoId lo paily T-562A##and Ship lo paily T-562F##. Save
lhe docunenl and iecoid lhe docunenl nunlei.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 447
Unit 11: OutIine Agreements SCM605
Docunenl nunlei
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
Oidei lype: OR
l) Crca|c ui|n rcfcrcncc →Ccn|rac| |ao.
c) SeIecl Sc|cc|icn |is| .
d) SeIecl lhe ieIeasing soId-lo paily and ship-lo paily in lhe diaIog.
ReIeasing SoId-lo paily: T-S62A##
ReIeasing Ship-lo paily: T-S62F##
e) SeIecl |xpand asscr|ncn| ncdu|c.
f) SeIecl lhe naleiiaIs and enlei lhe quanlilies.
MaleiiaI: T-ATB## (1 pcs)
MaleiiaI: T-ATC## (1 pcs)
g) SeIecl lhe 8ac| aiiov.
h) Choose Ccpq.
Lnlei lhe puichase oidei nunlei foi lhe ieIease oidei.
i) Choose Satc. A docunenl nunlei viII le geneialed.
6. Cieale a second ieIease oidei vilh puichase oidei nunlei
##LO605-OR12 ly iefeience lo lhe vaIue conliacl you ciealed in Slep
4 foi 1O pieces of T-ATD##. The pailneis aulhoiized lo ieIease aie
SoId lo paily T-562E##and Ship lo paily T-562F##. Whal nessage
did you ieceive vhen allenpling lo save`
Whal nessage did you ieceive vhen allenpling lo save`
Ccn|inucd cn ncx| pagc
448 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
Reduce lhe quanlily lo one pc and save.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Oidei lype: OR
ReIeasing SoId-lo paily: T-S62E##
ReIeasing Ship-lo paily: T-S62F##
MaleiiaI: T-ATD## (1O pcs)
Whal nessage did you ieceive vhen allenpling lo save`
The target value of the contract has been
exceeded.
c) SeIecl |di|.
Reduce lhe quanlily lo one pc and save.
7. Deleinine lhe lolaI ieIeased vaIue foi lhe vaIue conliacl.
ReIease vaIue
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ccn|rac| →Disp|aq.
l) ReIeased vaIue: 5,185.40 EUR
8. Check in lhe docunenl fIov lo deleinine hov nany ieIease oideis
exisl foi lhe conliacl.
TolaI ieIease oideis
a) |ntircnncn| →Disp|aq dccuncn| f|cu.
l) TolaI: 2
9. Wheie do you deleinine vhelhei lhe vaIue conliacl naleiiaI shouId
le liansfeiied lo lhe ieIease oidei oi nol`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 449
Unit 11: OutIine Agreements SCM605
a) At Itcm !cvc! In cnpyIng cnntrn!: |MG →Sa|cs and Dis|riou|icn
→Sa|cs →Sa|cs Dccuncn|s →Ccn|rac|s →Va|uc Ccn|rac| →
Ccpqing Ccn|rc| fcr Va|uc Ccn|rac|.
l) SeIecl Pcsi|icn.
Taigel: OR
Souice: WK1
Dia|cg S|ruc|urc →||cn.
You deleinine vhelhei lhe vaIue conliacl naleiiaI vouId le
liansfeiied in lhe Ccn|. i|cn ccpq ncdc fieId.
1O. Which ilen calegoiy sellings do you use lo conlioI vhal happens
vhen lhe laigel vaIue in lhe conliacl is exceeded`
Infoinalion aiea
IieId
Infoinalion aiea
IieId
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →
Ccn|rac| →Va|uc ccn|rac| →Dcfinc ||cn Ca|cgcrics |cr Va|uc
Ccn|rac| And Ccn|rac| Rc|casc.
l) SeIecl Pcsi|icn and enlei WKN.
c) Choose Dc|ai|s.
Infoinalion aiea: BusIncss data
IieId: Cnmp!ctInn ru!c
Infoinalion aiea: Va!uc cnntract
IieId: Cnntract rc!casc cnntrn!
11. Which pailnei deleininalion pioceduie has leen assigned lo lhe
vaIue conliacl`
Ccn|inucd cn ncx| pagc
450 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: VaIue Contracts and Partners Authorized to ReIease
Iailnei deleininalion pioceduie
a) |MG → Sa|cs and Dis|riou|icn → 8asic |unc|icns → Par|ncr
Dc|crnina|icn →Sc| up Par|ncr Dc|crnina|icn →Sc| up Par|ncr
Dc|crnina|icn fcr Sa|cs Dccuncn| Hcadcr.
l) SeIecl lhe appiopiiale pailnei pioceduie.
c) Choose Par|ncr Dc|crnina|icn Prcccdurc Assignncn|.
d) SeIecl saIes docunenl lype WK1.
e) Iailnei deleininalion pioceduie: KAB
12. Which pailnei funclions foi ieIeasing pailneis aie configuied in lhis
pioceduie`
Iailnei funclion
Iailnei funclion
a) SeIecl lhe 8ac| aiiov..
l) SeIecl lhe appiopiiale pioceduie.
Choose Par|ncr |unc|icns in Prcccdurc.
Iailnei funclion: AA (5P Cnntract rc!. nrd.)
Iailnei funclion: AW (5H Cnntract rc!. nrd.)
April 2003 © 2002 SAP AG. All rights reserved. 451
Unit 11: OutIine Agreements SCM605
Lesson Summary
You shouId nov le alIe lo:
- Cieale an assoilnenl noduIe and use il in a vaIue conliacl
- Desciile lhe funclions and cuslonizing of a vaIue conliacl
- Use nuIlipIe pailneis lo ieIease againsl conliacls
- Desciile lhe Cuslonizing of pailneis lo ieIease againsl conliacls
452 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Unit Summary
Unit Summary
You shouId nov le alIe lo:
- Use diffeienl lypes of oulIine agieenenls, incIuding scheduIing
agieenenls, quanlily conliacls, vaIue conliacls, and ienlaI conliacls
- Desciile lhe funclions of, and cuslonizing iequiied foi, oulIine
agieenenls
- Cieale an assoilnenl noduIe and use il in a vaIue conliacl
- Desciile lhe funclions and cuslonizing of a vaIue conliacl
- Use nuIlipIe pailneis lo ieIease againsl conliacls
- Desciile lhe Cuslonizing of pailneis lo ieIease againsl conliacls
ReIated Information
Ioi noie infoinalion iegaiding oulIine agieenenls, vaIue conliacls,
and pailneis aulhoiized lo ieIease, ieviev lhe SAI heIp fiIes al
hllp://heIp.sap.con.
April 2003 © 2002 SAP AG. All rights reserved. 453
Unit Summary SCM605
454 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
361
Test Your KnowIedge
1. The lvo nain oulIine agieenenls aie
scheduIing agieenenls scheduIing agieenenls and
conliacls conliacls.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
2. Which of lhe foIIoving aie lypes of conliacls`
Cnccsc |nc ccrrcc| ansucr(s).
A RenlaI
ß Seivice and nainlenance
C Quanlily
D VaIue
L ScheduIing agieenenl vilh deIiveiy scheduIe
3. The scheduIing agieenenl conlains fixed quanlilies lul no deIiveiy
dales.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
4. The cuslonei fuIfiIIs lhe quanlily conliacl vilh
individuaI ieIease oideis individuaI ieIease oideis.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
5. SAI R/3 can le cuslonized ly saIes docunenl lype lo aulonalicaIIy
seaich foi any open oulIine agieenenls vhen a ieIease oidei is
ciealed.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
6. AddilionaI fieIds lhal hoId conliacl infoinalion in a saIes docunenl
lype aie caIIed conliacl dala conliacl dala.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
April 2003 © 2002 SAP AG. All rights reserved. 455
Test Your KnowIedge SCM605
7. Which of lhe foIIoving aie exanpIes of sellings found in conliacl
piofiIes`
Cnccsc |nc ccrrcc| ansucr(s).
A RuIes foi deleinining slail and end of conliacl
ß VaIidily peiiod calegoiy
C Sulsequenl aclivilies
D CanceIIalion pioceduie
8. An assoilnenl noduIe is a Iisl of pioducls eIigilIe foi a vaIue conliacl.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
9. Which of lhe foIIoving aie vays lhal naleiiaIs can le ieIeased foi a
vaIue conliacl in SAI R/3`
Cnccsc |nc ccrrcc| ansucr(s).
A Iioducl hieiaichy node
ß Assoilnenl noduIe
C Diiecl naleiiaI enliy
1O. A va!uc cnntract matcrIa! is diieclIy enleied inlo lhe vaIue conliacl
docunenl ly lhe aulhoi.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
11. Which of lhe foIIoving aie pailneis aulhoiized lo ieIease in a vaIue
conliacl`
Cnccsc |nc ccrrcc| ansucr(s).
A AA SI Conliacl ieI. oid.
ß CI Conlacl Ieisons
C AW SH Conliacl ieI. oid.
D LR LnpIoyee ResponsilIe
12. The Cncc| par|ncr au|ncriza|icn fieId in lhe vaIue conliacl docunenl
lype deleinines if and hov lhe syslen viII accepl a pailnei as
aulhoiized lo ieIease.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
456 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
363
Answers
1. The lvo nain oulIine agieenenls aie scheduIing agieenenls and
conliacls.
Answcr: scheduIing agieenenls, conliacls
ScheduIing agieenenls and conliacls aie lhe lvo nain lypes of
oulIine agieenenls.
2. Which of lhe foIIoving aie lypes of conliacls`
Answcr: A, ß, C, D
ScheduIing agieenenl vilh deIiveiy scheduIe is a speciaI lype of
scheduIing agieenenl used in lhe aulonolive indusliy.
3. The scheduIing agieenenl conlains fixed quanlilies lul no deIiveiy
dales.
Answcr: IaIse
The scheduIing agieenenl conlains lolh fixed quanlilies and deIiveiy
dales.
4. The cuslonei fuIfiIIs lhe quanlily conliacl vilh individuaI ieIease
oideis.
Answcr: individuaI ieIease oideis
Quanlily conliacls conlain laigel quanlilies, lul no specific deIiveiy
dales.
5. SAI R/3 can le cuslonized ly saIes docunenl lype lo aulonalicaIIy
seaich foi any open oulIine agieenenls vhen a ieIease oidei is
ciealed.
Answcr: Tiue
You can choose seveiaI oplions foi lhe seaich and decide hov lhe
syslen shouId iespond if lhe seaich is successfuI.
April 2003 © 2002 SAP AG. All rights reserved. 457
Test Your KnowIedge SCM605
6. AddilionaI fieIds lhal hoId conliacl infoinalion in a saIes docunenl
lype aie caIIed conliacl dala.
Answcr: conliacl dala
These fieIds aie found in a sepaiale headei lal if conliacl dala has
leen aclivaled foi lhe saIes docunenl lype.
7. Which of lhe foIIoving aie exanpIes of sellings found in conliacl
piofiIes`
Answcr: A, ß, C, D
AII of lhe alove aie found in conliacl piofiIes.
8. An assoilnenl noduIe is a Iisl of pioducls eIigilIe foi a vaIue conliacl.
Answcr: Tiue
In lhe slandaid syslen, an assoilnenl noduIe is one vay of Iisling
naleiiaIs lhal can le ieIeased in a vaIue conliacl.
9. Which of lhe foIIoving aie vays lhal naleiiaIs can le ieIeased foi a
vaIue conliacl in SAI R/3`
Answcr: A, ß, C
Wilhoul lhe use of an assoilnenl noduIe and/oi pioducl hieiaichy
node, aII pioducls aie eIigilIe lo le ieIeased. Iioducl hieiaichy nodes
and assoilnenl noduIes can le used logelhei. This is one vay lo
gel nechanicaI punps (foi exanpIe, pioducl hieiaichy node) and
soflvaie (assoilnenl noduIe) logelhei in lhe sane vaIue conliacl.
1O. A va!uc cnntract matcrIa! is diieclIy enleied inlo lhe vaIue conliacl
docunenl ly lhe aulhoi.
Answcr: IaIse
The vaIue conliacl naleiiaI is nainlained in lhe ilen calegoiy foi
defauIl inlo lhe vaIue conliacl.
11. Which of lhe foIIoving aie pailneis aulhoiized lo ieIease in a vaIue
conliacl`
Answcr: A, C
Iailnei funclions AA and AW aie lhe pailnei funclions used foi
pailneis aulhoiized lo ieIease.
458 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
12. The Cncc| par|ncr au|ncriza|icn fieId in lhe vaIue conliacl docunenl
lype deleinines if and hov lhe syslen viII accepl a pailnei as
aulhoiized lo ieIease.
Answcr: Tiue
If lheie aie seveiaI pailneis aulhoiized lo ieIease againsl a conliacl,
you can choose lhe ieIevanl pailnei fion a Iisl vhen lhe ieIease oidei
is ciealed.
April 2003 © 2002 SAP AG. All rights reserved. 459
Unit 11: OutIine Agreements SCM605
460 © 2002 SAP AG. All rights reserved. April 2003
Unit 12
367 MateriaI Determination
This unil Iooks al funclions lhal have fai-ieaching effecls in SaIes. AII foui
of lhese funclions oi looIs use lhe condilion lechnique. This is lhe fiisl line
lhal lhe condilion lechnique has leen nenlioned, eilhei in lhis couise oi in
lhe cuiiicuIun in geneiaI. You shouId Iinil youi desciiplion of il lo a lasic
inlioduclion as noie delaiIs aloul lhe condilion lechnique aie piovided in
LO62O Iiicing, and LO65O Cioss IunclionaI Cuslonizing in SD.
Unit Overview
This unil coveis naleiiaI deleininalion and pioducl seIeclion. Using
lhe condilion lechnique, SAI R/3 can le cuslonized lo seIecl sulslilule
pioducls in pIace of oideied pioducls lased on ceilain ciileiia. In aZdilion,
cusloneis can le excIuded fion puichasing ceilain pioducls even vhen
lhey aie enleied on a saIes oidei.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Use lhe funclions foi naleiiaI deleininalion and pioducl seIeclion, as
veII as naleiiaI Iisling and naleiiaI excIusion
- Configuie Cuslonizing so lhal lhese funclions neel youi needs
- Cieale a naslei deleininalion iecoid
- AnaIyze lhe sellings foi lhe naleiiaI deleininalion in lhe saIes
docunenls
Unit Contents
Lesson: Material Determination, Listings, and Exclusions . . . . . . . . . . . . . . . .463
Demonstration: Create a Material Determination Master Record. . . .469
Procedure: Create a Material Determination Master Record. . . . . . . . .471
Demonstration: Manual Product Selection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .471
April 2003 © 2002 SAP AG. All rights reserved. 461
Unit 12: MateriaI Determination SCM605
Demonstration: Manual Product Selection without Specific Material
Entered. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .472
Demonstration: Show Customizing for Material Determination
Condition Technique. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .477
Procedure: Show Customizing for Material Determination Condition
Technique. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .478
Demonstration: Create Master Record for Material Listing . . . . . . . . . . .481
Procedure: Create Master Record for Material Listing . . . . . . . . . . . . . . . .482
Demonstration: Create Master Record for Material Exclusion . . . . . . .482
Procedure: Create Master Record for Material Exclusion. . . . . . . . . . . . .484
Exercise 20: Material Determination and Product Selection and
Material Listing and Material Exclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .485
462 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Lesson:
368
MateriaI Determination, Listings, and
ExcIusions
Lesson Duialion: 6O ninules
Lesson Overview
This Iesson coveis naleiiaI deleininalion and pioducl seIeclion. Using
lhe condilion lechnique, SAI R/3 can le cuslonized lo seIecl sulslilule
pioducls in pIace of oideied pioducls lased on ceilain ciileiia. In addilion,
cusloneis can le excIuded fion puichasing ceilain pioducls even vhen
lhey aie enleied on a saIes oidei.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Use lhe funclions foi naleiiaI deleininalion and pioducl seIeclion, as
veII as naleiiaI Iisling and naleiiaI excIusion
- Configuie Cuslonizing so lhal lhese funclions neel youi needs
- Cieale a naslei deleininalion iecoid
- AnaIyze lhe sellings foi lhe naleiiaI deleininalion in lhe saIes
docunenls
Read lhe chaplei oljeclives and discuss lhe lopic using a conlinalion of
denonslialions and lusiness exanpIes.
Business ExampIe
Youi conpany offeis a vide iange of pioducls. Ioi vaiious ieasons, you
vanl lo ieguIaiIy iepIace sone pioducls vilh olheis duiing lhe saIes
piocess.
In addilion, you vanl lo Iinil lhe pioducl iange avaiIalIe lo ceilain
cusloneis.
April 2003 © 2002 SAP AG. All rights reserved. 463
Unit 12: MateriaI Determination SCM605
MateriaI Determination and Product SeIection
MaleiiaI deleininalion aIIovs you lo enlei one pioducl on a saIes
docunenl, lhen lased on iuIes (nainlained using lhe condilion lechnique)
have lhal pioducl aulonalicaIIy sulsliluled foi anolhei. Hov lhe syslen
ieacls (foi exanpIe vhelhei lhe sulslilulion is nandaloiy oi oplionaI),
hov lhe iesuIls aie dispIayed and so on aie conlioIIed in Cuslonizing.
MaleiiaI deleininalion enalIes lhe aulonalic sulslilulion of naleiiaIs
in saIes docunenls duiing saIes oidei piocessing. Ioi exanpIe, duiing
lhe couise of a saIes pionolion, lhe syslen can, duiing saIes oidei enliy,
aulonalicaIIy sulslilule a naleiiaI lhal has pionolionaI packaging. A
consunei pioducl nay have a speciaI viappei foi lhe Chiislnas season,
foi exanpIe. Using naleiiaI deleininalion, lhe syslen sulslilules lhe
naleiiaI onIy duiing lhe specified peiiod.
Figure 90: Determining MateriaIs
MaleiiaI deleininalion is a looI foi aulonalicaIIy exchanging naleiiaIs in
lhe saIes docunenl.
The cnndItInn tcchnIquc piovides giealei fIexiliIily in naleiiaI
deleininalion. When you piocess a docunenl, lhe syslen aulonalicaIIy
seaiches foi vaIid naslei iecoids lhal veie pieviousIy ciealed in naleiiaI
deleininalion.
You can assign a sulslilulion ieason lo eveiy naslei iecoid in naleiiaI
deleininalion, lo define hov lhe naleiiaI shouId le deleinined. You
define lhe sulslilulion iuIes in Cuslonizing. LxanpIes in lhe slandaid
syslen incIude:
- Sulslilulion ieason OOO2: Cuslonized naleiiaI
- Sulslilulion ieason OOO3: LAN nunlei
464 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
An LAN (InleinalionaI AilicIe Nunlei) is lhe Luiopean equivaIenl lo lhe
UIC (UniveisaI Iioducl Code) used in lhe Uniled Slales.
You do nol need a naleiiaI naslei iecoid foi lhe naleiiaI nunlei lhal
you aie iepIacing.
Duiing oidei enliy, lhe naleiiaI oideied ly lhe cuslonei is iepIaced ly lhe
sulslilule defined in lhe naslei iecoid. The syslen conlinues piocessing
vilh lhe sulslilule. The syslen viII aIso liack lhe oiiginaI naleiiaI.
Figure 91: SeIecting Products ManuaIIy
In sone seclois of indusliy, lhe sane pioducls aie soId in diffeienl
packaging naleiiaIs (foi exanpIe, packaging foi slandaid and pionolion
ailicIes). MaleiiaI naslei iecoids exisl in lhe syslen foi nanaging lhese
slocks. When you enlei an oidei, you can use diffeienl naleiiaI nunleis
foi lhe sane pioducl.
SAI has exlended lhe funclions in nanuaI and aulonalic pioducl seIeclion
so lhal naleiiaI deleininalion can suppoil lhis lusiness piaclice:
Reason foi sulslilulion OOO5: ManuaI pioduclion seIeclion (Iisl of defauIl
vaIues) and
Reason foi sulslilulion OOO4/OOO6: Aulonalic pioducl seIeclion
(depending on avaiIaliIily in oidei and deIiveiy)
April 2003 © 2002 SAP AG. All rights reserved. 465
Unit 12: MateriaI Determination SCM605
The sulslilulion ieason conlioIs hov lhe syslen peifoins pioducl
seIeclion. Wilh lhis ieason, you can specify, foi exanpIe:
- Whal pioducls shouId le piinled in docunenls
- Whelhei lhe seIecled pioducls shouId le ieevaIualed vhen lhe
docunenl is iefeienced
- Whelhei lhe seIecled pioducls shouId le copied diieclIy fion lhe
souice docunenl
In nanuaI pioduclion seIeclion (ieason foi sulslilulion OOO5), lhe syslen
does nol aulonalicaIIy iepIace lhe pioducl. Inslead, il dispIays a Iisl of aII
of lhe sulslilulion naleiiaIs and olhei infoinalion in lhe naslei iecoid.
You can lhen seIecl lhe iequiied naleiiaI fion lhis Iisl.
To sinpIify seIeclion, lhe syslen dispIays lhe naleiiaI quanlilies lhal can
le confiined on lhe cuslonei´s iequesled deIiveiy dale. If a naleiiaI
cannol le fuIIy confiined foi lhe iequesled deIiveiy dale, lhe syslen
dispIays lhe dale on vhich lhe naleiiaI can le conpIeleIy deIiveied.
Figure 92: Master Data
You can nainlain lhe naslei iecoids foi naleiiaI deleininalion in lhe
naslei dala nenu foi saIes and disliilulion, undei Prcduc|s.
You can use lhe condilion lechnique lo define lhe naslei dala foi naleiiaI
deleininalion al any IeveI. Ioi exanpIe, you can cieale dala iecoids
using lhe naleiiaI nunlei oi a conlinalion of lhe naleiiaI and cuslonei
nunleis.
When you piocess naslei iecoids, you can:
466 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
- Resliicl lhe vaIidily peiiod of a iecoid
- Mainlain sepaiale enliies foi each key conlinalion
- Deleinine ieasons foi sulslilulion
- Save one oi noie sulslilules pei naslei iecoid
Nntc: If lheie is noie lhan one naleiiaI defined in lhe naslei
iecoid foi naleiiaI deleininalion and pioducl seIeclion, lhe
sequence in vhich lhe naleiiaIs appeai defines lheii piioiily.
In lhe slandaid oidei piocessing cycIe, a cuslonei iequesls a specific
pioducl, and il is shipped. In ieaIily, hovevei, lheie aie silualions vheie
you vanl lo sulslilule lhe pioducl oideied vilh an aIleinalive, such as a
pioducl lhal is iepackaged foi a hoIiday, oi a fiee sanpIe oi coupon.
Wilh lhe pioducl seIeclion funclions in SAI R/3, you can easiIy nanage
pioducl sulslilulion. ßased on youi piioiilies foi lhe cuslonei accounl
and iesliiclions inposed ly lhe cuslonei, you can ship a pionolionaI ilen
vhen lhe cuslonei iequesls a slandaid one.
Figure 93: Automatic Product SeIection
In aulonalic pioducl seIeclion (ieasons foi sulslilulion OOO4 and OOO6), lhe
syslen aulonalicaIIy iepIaces lhe iequesled naleiiaI if il is unavaiIalIe.
If aulonalic pioducl seIeclion is leing used, lhe syslen nay dispIay
(lased on Cuslonizing) lhe enleied and sulsliluled naleiiaI as nain
ilens and sul-ilens in lhe saIes oidei.
April 2003 © 2002 SAP AG. All rights reserved. 467
Unit 12: MateriaI Determination SCM605
When you enlei an oidei, lhe syslen liies lo fiII lhe quanlily of lhe oidei
vilh lhe fiisl naleiiaI in lhe naleiiaI deleininalion naslei iecoid. If lheie
is nol enough of lhis naleiiaI, il fiIIs lhe ienaining quanlily vilh lhe nexl
naleiiaI.
You can choose vhelhei oi nol you vanl lo ieiun naleiiaI deleininalion
vhen lhe deIiveiy is ciealed. If naleiiaI deleininalion is ieiun, lhe iesuIl
of lhe sulslilulion nay change due lo lhe nev avaiIaliIily silualion.
You can use lhe pioducl alliilules in lhe naleiiaI and cuslonei naslei
iecoids lo excIude a pailicuIai naleiiaI fion pioducl seIeclion. This
neans, foi exanpIe, lhal naleiiaIs lhal have leen iejecled in lhe
cuslonei naslei viII nol le incIuded ly lhe syslen vhen il deleinines a
sulslilulion naleiiaI.
Depending on youi sellings in Cuslonizing, lhe syslen caiiies oul a nev
pioducl seIeclion in lhe deIiveiy. This funclion aIIovs you lo iecheck lhe
avaiIalIe quanlily of lhe sulslilules and nake lhe adjuslnenls necessaiy
lo ship lhe Iaigesl quanlily of piefeiied naleiiaIs lo lhe cuslonei.
When you cieale a deIiveiy foi an oidei conlaining a pioducl lhal is on
sulslilulion, lhe syslen checks: The sulslilulion ieasons assigned lo
lhe aIleinalive pioducls If you have specified oulcone A, lhe syslen
caiiies oul a nev pioducl seIeclion in lhe deIiveiy. If you have specified
oulcone ß, sul-ilens aie copied unchanged inlo lhe deIiveiy fion lhe
oidei. Ioi zeio quanlilies, if lhe cuslonei has iejecled a pioducl, oi lheie
is no avaiIalIe invenloiy foi a sulslilule, lhe sul-ilens conlain a zeio
quanlily. The syslen deleinines vhelhei lhese ilens shouId le incIuded
in lhe deIiveiy fion lhe deIiveiy ilen calegoiy. The nain and sul-ilen
calegoiies lo caIcuIale veighl al lhe appiopiiale IeveI. Nole lhal if lhe
nain ilen is veighl/voIune ieIevanl, you nusl cieale a nev VOIM copy
iouline lo copy lhis vaIue fion lhe oidei.
The pailiaI confiinalion of pioducl seIeclion aIIovs you lo deaI vilh
shoilfaII cases (in vhich onIy lhe avaiIalIe quanlily is confiined, and
il is Iess lhan lhe oidei quanlily) ly passing lhe shoilfaII quanlily on lo
naleiiaIs pIanning. In lhis case, an addilionaI sul-ilen is geneialed vilh a
specificaIIy defined naleiiaI.
468 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Figure 94: Automatic Product SeIection - Master Data
The sequence of lhe sulslilulion naleiiaIs in lhe naslei dala infIuences
lhe iesuIl of lhe aulonalic pioducl seIeclion in lhe oidei.
If you vanl lhe naleiiaI lhal is fiisl enleied in lhe oidei lo le incIuded in
lhe sulslilulion, you nusl enlei il in lhe sulslilulions Iisl.
Casc A: The oiiginaI naleiiaI is in lhe fiisl pIace in lhe Iisl, and ils avaiIalIe
slock is incIuded in lhe sulslilulion. The syslen iefeis lo lhe avaiIalIe
slock foi lhe nexl naleiiaI in lhe naslei iecoid.
Casc B: Iiisl, lhe syslen uses up lhe avaiIalIe slock foi lhe naleiiaIs lhal
appeai in lhe naslei iecoid. OnIy vhen lhese slocks have leen used up
does il incIude lhal naleiiaI in lhe sulslilulion.
You can aclivale an anaIysis of lhe naleiiaI deleininalion in lhe saIes
docunenl. The syslen viII dispIay delaiIed infoinalion on hov lhe
naleiiaIs veie deleinined.
Demonstration: Create a MateriaI Determination
Master Record
Purpose
To denonsliale lhe effecls on lhe saIes oidei enliy piocess aflei ciealing
a naleiiaI deleininalion naslei iecoid vhich lhe syslen viII use lo
aulonalicaIIy sulslilule lhe naleiiaI enleied vilh lhe one in lhe naslei
iecoid.
April 2003 © 2002 SAP AG. All rights reserved. 469
Unit 12: MateriaI Determination SCM605
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale a naleiiaI deleininalion naslei iecoid |cgis|ics →Sa|cs and
Dis|riou|icn →Mas|cr Da|a →Prcduc|s →Ma|cria| dc|crnina|icn →
Crca|c
2. Lnlei MaleiiaI deleininalion lype: A001
3. Choose Lnlei
4. Lnlei MaleiiaI enleied: M-13
5. Lnlei MaleiiaI: M-15
6. Choose Save
7. Cieale slandaid saIes oidei (OR) vilh puichase oidei nunlei,
MaleiiaI deleininalion 1, foi cuslonei 2OO6 oideiing 1O unils of M-13.
8. Shov lhal lhe syslen aulonalicaIIy sulslilules M-13 vilh lhe one in
lhe naleiiaI iecoid M-15.
9. Shov naleiiaI enleied in lhe ilen: Gc|c →||cn dc|ai|s →Sa|cs A
470 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
374
Create a MateriaI Determination Master Record
1. |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Prcduc|s →Ma|cria|
dc|crnina|icn →Crca|c.
2. Lnlei naleiiaI deleininalion lype A001
3. Choose |n|cr.
4. Lnlei M||.|n|crcd.
5. Lnlei lhe sulslilule naleiiaI in lhe Ma|cria| fieId.
6. Lnlei ieason foi sulslilulion.
7. If addilionaI choices aie iequiied, seIecl lhe ilen and choose
A||crna|itc na|cria|s.
8. Lnlei addilionaI naleiiaIs.
9. Choose Satc.
1O. Tesl ly ciealing a saIes oidei vilh lhe naleiiaI enleied.
Demonstration: ManuaI Product SeIection
Purpose
To denonsliale hov lhe syslen can le cuslonized foi nanuaI pioducl
seIeclion duiing saIes oidei enliy and dispIay of enleied naleiiaI on lhe
oidei confiinalion
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Change lhe pieciousIy ciealed naleiiaI deleininalion naslei iecoid:
|cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Prcduc|s →Ma|cria|
dc|crnina|icn →Cnangc
2. Lnlei MaleiiaI deleininalion lype: A001
3. Choose Lnlei
4. SeIecl MaleiiaI enleied: M-13
5. Choose AIleinalive naleiiaIs
6. Lnlei naleiiaIs: M-16 and M-17
April 2003 © 2002 SAP AG. All rights reserved. 471
Unit 12: MateriaI Determination SCM605
7. Lnlei Reason foi sulslilulion: 0005 PrnmntInn
8. Cieale slandaid saIes oidei (OR) vilh puichase oidei nunlei,
MaleiiaI deleininalion 2, foi cuslonei 2OO6 oideiing 1O unils of M-13
9. Choose naleiiaI M-17 fion lhe seIeclion Iisl
1O. Shov syslen dispIays lhe substItutInn naleiiaI ly dispIaying lhe
oidei confiinalion on lhe scieen |x|ras →Ou|pu| →Hcadcr →Prin|
prcticu
11. Change cuslonizing foi sulslilulion ieason |MG → Sa|cs and
Dis|riou|icn →8asic |unc|icns →Ma|cria| Dc|crnina|icn →Dcfinc
Suos|i|u|icn Rcascns
12. Choose ßack
13. Choose ieason foi sulslilulion: 0005 PrnmntInn
14. Check |n|rq lox
15. ßy ie-dispIaying lhe oidei confiinalion, shov lhal lhe syslen nov
dispIays lhe enleied naleiiaI aIong vilh lhe sulslilulion naleiiaI.
Demonstration: ManuaI Product SeIection without
Specific MateriaI Entered
Purpose
To denonsliale hov lhe syslen can le cuslonized foi nanuaI pioducl
seIeclion duiing saIes oidei enliy vheie no specific naleiiaI is enleied
System Data
5ystcm: As assigned.
C!Icnt: As assigned
Uscr ID: As assigned
Passwnrd: As assigned
5ct up InstructInns: As assigned
1. Cieale naleiiaI deleininalion naslei iecoid: |cgis|ics →Sa|cs and
Dis|riou|icn →Mas|cr Da|a →Prcduc|s →Ma|cria| dc|crnina|icn →
Crca|c
2. Lnlei MaleiiaI deleininalion lype: A001
3. Choose Lnlei
4. Lnlei MaleiiaI enleied: MnnItnr
5. Lnlei MaleiiaI: M-15
472 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
6. Choose AIleinalive naleiiaIs
7. Lnlei naleiiaIs: M-16 and M-17
8. Lnlei Reason foi sulslilulion: 0005 PrnmntInn
9. Cieale slandaid saIes oidei (OR) vilh puichase oidei nunlei,
MaleiiaI deleininalion 3, foi cuslonei 2OO6 oideiing 1O unils of
Moniloi
1O. Choose naleiiaI M-17 fion lhe seIeclion Iisl
MateriaI Determination Condition Technique
Iioducl seIeclion uses lhe condilion lechnique lo deleinine sulslilules
foi a naleiiaI enleied in lhe oidei. ße suie lo ieviev lhe fieId calaIog,
condilion lalIes, access sequences, and condilion lypes in lhe slandaid
syslen lo deleinine if lhey fil youi conpany´s veision of pioducl
seIeclion. If nol, you can nodify lhe fieId calaIog and cieale condilion
lalIes, access sequences, and condilion lypes lhal neel youi iequiienenls.
The syslen uses lhe docunenl lype lo decide vhich saIes docunenl dala
lo use foi deleinining sulslilule pioducls. The Iink lelveen pioceduie
and docunenl lype diiecls lhe syslen lo lhe seIeclion iecoids lhal aie
piocessed duiing oidei enliy. ßy naking lhis assignnenl, you aie
essenliaIIy "luining on" sulslilulion foi specific docunenl lypes. If you
do nol nake an assignnenl, lhe syslen does nol check foi sulslilules,
even if lhe iecoids exisl.
Use lhe sIides and fIip chail lo piesenl lhe piincipIe condilion lechnique
pioceduie and expIain il vilh exanpIes fion naleiiaI deleininalion
(pioceduie AOOOO1, condilion lype AOO1, ...). Decide hov delaiIed youi
expIanalions shouId le depending on hov nuch line you have.
April 2003 © 2002 SAP AG. All rights reserved. 473
Unit 12: MateriaI Determination SCM605
Figure 95: MateriaI Determination - Condition Technique (1)
Sulslilulion pioceduies conlain condilion lypes, vhich diiecl lhe syslen
lo lhe access sequence, and evenluaI condilion lalIe, conlaining lhe
condilion iecoids used lo deleinine pioducl sulslilules
Figure 96: MateriaI Determination - Condition Technique (2)
Lach condilion lype is assigned uniqueIy lo one access sequence.
474 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Figure 97: MateriaI Determination - Condition Technique (3)
The syslen uses lhe access sequence lo seaich foi vaIid condilion iecoids
vilhin lhe condilion lalIes.
Figure 98: MateriaI Determination - Condition Technique (4)
The condilion lalIe seives as a sloiage aiea vheie delaiIed condilion
iecoids on pioducl sulslilulion nappings aie sloied.
April 2003 © 2002 SAP AG. All rights reserved. 475
Unit 12: MateriaI Determination SCM605
Figure 99: MateriaI Determination - Condition Technique (5)
The condilion iecoid specifies vhich naleiiaIs aie lo le used as sulslilules
foi lhe naleiiaI enleied on lhe saIes oidei.
Figure 100: MateriaI Determination - Condition Technique (6)
476 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Demonstration: Show Customizing for MateriaI
Determination Condition Technique
Purpose
To shov Cuslonizing foi MaleiiaI Deleininalion Condilion Technique
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Shov lhe assignnenl of naleiiaI deleininalion pioceduie A00001
lo slandaid saIes docunenl lype OR: |MG →Sa|cs and Dis|riou|icn
→8asic |unc|icns →Ma|cria| Dc|crnina|icn →Assign Prcccdurcs |c
Sa|cs Dccuncn| Tqpcs
2. Shov lhe naleiiaI deleininalion pioceduie A00001: |MG →Sa|cs and
Dis|riou|icn →8asic |unc|icns →Ma|cria| Dc|crnina|icn →Main|ain
Prcrcquisi|cs fcr Ma|cria| Dc|crnina|icn →Main|ain prcccdurc
3. Shov lhe condilion lype A001 and lhe access sequence assigned
lo il: |MG →Sa|cs and Dis|riou|icn →8asic |unc|icns →Ma|cria|
Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr Ma|cria| Dc|crnina|icn →
Dcfinc ccndi|icn |qpcs
4. Shov lhe access sequence A001: |MG →Sa|cs and Dis|riou|icn →
8asic |unc|icns →Ma|cria| Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr
Ma|cria| Dc|crnina|icn →Main|ain acccss scqucnccs
5. Cieale slandaid saIes oidei (OR) foi cuslonei 2006 vilh puichase
oidei nunlei MatcrIa! dctcrmInatInn 4
6. ßefoie enleiing any pioducl, aclivale lhe naleiiaI deleininalion
anaIysis: |ntircnncn| →Ana|qsis →Ma|cria| Dc|crnina|icn →On
7. Lnlei MaleiiaI: MnnItnr 1O unils
8. Choose M-17
9. LxpIain lhal lhe anaIysis shovs lhe iesuIls of lhe syslen´s execulion
of lhe condilion lechnique foi naleiiaI deleininalion. ßy seIecling
lhe foIdeis foi condilion lypes and access sequences in lhe Iefl fiane
of lhe anaIysis, you can shov vhal lhe syslen seIecled. ßy seIecling
ilens in lhe iighl fiane of lhe anaIysis, you can shov lhe paianeleis
lhe syslen used lo seIecl a iecoid.
April 2003 © 2002 SAP AG. All rights reserved. 477
Unit 12: MateriaI Determination SCM605
378
Show Customizing for MateriaI Determination
Condition Technique
1. Shov lhe assignnenl of naleiiaI deleininalion pioceduie A00001
lo slandaid saIes docunenl lype OR: |MG →Sa|cs and Dis|riou|icn
→8asic |unc|icns →Ma|cria| Dc|crnina|icn →Assign Prcccdurcs |c
Sa|cs Dccuncn| Tqpcs.
2. Shov lhe naleiiaI deleininalion pioceduie A00001: |MG →Sa|cs and
Dis|riou|icn →8asic |unc|icns →Ma|cria| Dc|crnina|icn →Main|ain
Prcrcquisi|cs fcr Ma|cria| Dc|crnina|icn →Main|ain prcccdurc.
3. Shov lhe condilion lype A001 and lhe access sequence assigned
lo il: |MG →Sa|cs and Dis|riou|icn →8asic |unc|icns →Ma|cria|
Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr Ma|cria| Dc|crnina|icn →
Dcfinc ccndi|icn |qpcs.
4. Shov lhe access sequence A001: |MG →Sa|cs and Dis|riou|icn →
8asic |unc|icns →Ma|cria| Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr
Ma|cria| Dc|crnina|icn →Main|ain acccss scqucnccs.
5. Shov lhe access sequence A001: |MG →Sa|cs and Dis|riou|icn →
8asic |unc|icns →Ma|cria| Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr
Ma|cria| Dc|crnina|icn →Main|ain acccss scqucnccs.
6. Cieale a slandaid saIes oidei foi a cuslonei.
7. ßefoie enleiing any pioducl, aclivale lhe naleiiaI deleininalion
anaIysis: |ntircnncn| →Ana|qsis →Ma|cria| Dc|crnina|icn →On.
8. Lnlei naleiiaI and quanlily.
9. Choose an appiopiiale sulslilule naleiiaI.
Nntc: The anaIysis shovs lhe iesuIls of lhe execulion of lhe
condilion lechnique foi naleiiaI deleininalion. ßy seIecling lhe
foIdeis foi condilion lypes and access sequences in lhe Iefl-hand
fiane of lhe anaIysis, you can see vhal lhe syslen seIecled. ßy
seIecling ilens in lhe iighl-hand fiane of lhe anaIysis, you can see
lhe paianeleis used lo seIecl a iecoid.
MateriaI Listings and ExcIusions
MaleiiaI Iisling and excIusion Iels you conlioI lhe naleiiaIs lhal specific
cusloneis nay oi nay nol luy. Ioi exanpIe, if you cieale a naleiiaI
Iisling foi a specific cuslonei, lhe cuslonei can onIy oidei pioducls fion
lhal Iisl. You can aIso cieale a naslei iecoid foi naleiiaI excIusion foi a
pailicuIai cuslonei.
478 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Figure 101: MateriaI Listing
In lhe pievious figuie, you vanl lo nake suie lhal youi cuslonei onIy
ieceives spccIfIc naleiiaIs. You enlei lhese naleiiaIs as a naleiiaI Iisling.
The naleiiaI Iisling is conlioIIed ly lhe condilion lechnique.
In lhe pievious exanpIe, naslei iecoids have leen ciealed vilh a key foi
lhe cuslonei and naleiiaI nunleis. This key is deIiveied in lhe slandaid
syslen. The access sequence foi lhe condilion lype guaianlees lhal lhe
syslen seaiches foi vaIid naslei iecoids foi lolh lhe soId-lo paily and
lhe payei.
If lhe soId-lo paily is diffeienl lhan lhe payei in lhe saIes oidei and if
lolh pailneis have naslei iecoids, lhe syslen fiisl seaiches foi lhe soId-lo
paily´s naslei iecoid. If il finds a vaIid naslei iecoid, il slops seaiching
even if lhe naleiiaI you have enleied is nol Iisled. Any iecoids Iisled foi
lhe payei aie nol laken inlo accounl. Il lhe fiisl seaich is unsuccessfuI, lhe
syslen seaiches foi lhe payei´s naslei iecoid.
You can aIso define youi ovn keys, such as cuslonei gioup/naleiiaI oi
cuslonei/pioducl hieiaichy.
In lhe saIes docunenl lype, you can define vhelhei lhe syslen checks
lhe naleiiaI Iisling oi nol.
April 2003 © 2002 SAP AG. All rights reserved. 479
Unit 12: MateriaI Determination SCM605
Figure 102: MateriaI ExcIusion
In lhe pievious figuie, you vanl lo ensuie lhal lhe cuslonei does NOT
ieceive ceilain naleiiaIs. You enlei lhese naleiiaIs as a naleiiaI excIusion.
The naleiiaI excIusion is aIso conlioIIed vilh lhe condilion lechnique.
In lhe pievious exanpIe, naslei iecoids have leen ciealed vilh a key foi
lhe cuslonei and naleiiaI nunleis. This key is deIiveied in lhe slandaid
syslen. The access sequence foi lhe condilion lype guaianlees lhal lhe
syslen seaiches foi vaIid naslei iecoids lolh foi lhe soId-lo paily and
lhe payei.
If lheie is a naleiiaI excIusion, lhe access sequence is diffeienl lhan foi
naleiiaI Iislings. If lhe soId-lo paily is diffeienl lhan lhe payei in lhe saIes
oidei and if lolh pailneis have naslei iecoids, lhe syslen fiisl seaiches foi
lhe soId-lo paily´s naslei iecoid. If lhe syslen finds a vaIid naslei iecoid,
lhe iefeience lo lhe naleiiaI is pievenled and lhe syslen slops seaiching. Il
does nol check lhe payei´s naslei iecoid. Il lhe fiisl seaich is unsuccessfuI,
lhe syslen seaiches foi lhe payei´s naslei iecoid. If lhe syslen finds a
vaIid naslei iecoid, lhe iefeience lo lhe naleiiaI is pievenled.
You can define vhelhei lhe syslen checks lhe naleiiaI excIusion in lhe
saIes docunenl lype.
480 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Demonstration: Create Master Record for MateriaI
Listing
Purpose
To denonsliale lhe effecl on saIes oidei enliy aflei ciealing a naslei
iecoid foi naleiiaI Iisling
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale naslei iecoid foi naleiiaI Iisling |cgis|ics → Sa|cs and
Dis|riou|icn →Mas|cr Da|a →Prcduc|s →|is|ing/cxc|usicn →Crca|c
2. Lnlei Lisl/excI. lype: A001
3. Choose key conlinalion: Custnmcr and MatcrIa!
4. Choose Lnlei
5. Lnlei naleiiaIs M-15, M-16 and M-17
6. Choose Save
7. Cieale slandaid saIes oidei (OR) foi cuslonei 2007 vilh puichase
oidei nunlei MatcrIa! !IstIng foi 1O unils of M-15
8. Ioinl oul lhal lhe syslen does nol issue any nessages
9. Lnlei MaleiiaI M-10 vilh quanlily 10
1O. Ioinl oul lhal lhe syslen issues an eiioi nessage: MatcrIa! M-10 Is
nnt !Istcd and thcrcfnrc nnt a!!nwcd
11. DeIele lhe ilen
12. Aclivale naleiiaI deleininalion anaIysis |ntircnncn| →Ana|qsis
→|is|ing/|xc|usicn →On
13. Lnlei MaleiiaI M-10 vilh quanlily 10
14. LxpIain anaIysis
April 2003 © 2002 SAP AG. All rights reserved. 481
Unit 12: MateriaI Determination SCM605
381
Create Master Record for MateriaI Listing
1. |cgis|ics → Sa|cs and Dis|riou|icn → Mas|cr Da|a → Prcduc|s →
|is|ing/cxc|usicn →Crca|c.
2. Lnlei Lisl/excI. lype.
3. Choose key conlinalion.
4. Choose |n|cr.
5. Lnlei naleiiaIs.
6. Choose Satc.
Demonstration: Create Master Record for MateriaI
ExcIusion
Purpose
To denonsliale lhe effecl on saIes oidei enliy aflei ciealing a naslei
iecoid foi naleiiaI excIusion
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
5ct up InstructInns: As assigned.
1. Cieale naslei iecoid foi naleiiaI excIusion |cgis|ics →Sa|cs and
Dis|riou|icn →Mas|cr Da|a →Prcduc|s →|is|ing/cxc|usicn →Crca|c
2. Lnlei Lisl/excI. lype: B001
3. Lnlei Cuslonei: 2007
4. Lnlei MaleiiaI: M-16
5. Choose Save
6. Cieale slandaid saIes oidei (OR) foi cuslonei 2007 vilh puichase
oidei nunlei MatcrIa! cxc!usInn foi 1O unils of M-15
7. Ioinl oul lhal lhe syslen does nol issue any nessages lecause lhis
ilen has leen Iisled foi lhis cuslonei.
8. Lnlei MaleiiaI M-16 vilh quanlily 10
482 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
9. Ioinl oul lhal lhe syslen issues an eiioi nessage: MatcrIa! M-16
has bccn cxc!udcd
April 2003 © 2002 SAP AG. All rights reserved. 483
Unit 12: MateriaI Determination SCM605
382
Create Master Record for MateriaI ExcIusion
1. |cgis|ics → Sa|cs and Dis|riou|icn → Mas|cr Da|a → Prcduc|s →
|is|ing/cxc|usicn →Crca|c.
2. Lnlei Lisl/excI. lype.
3. Lnlei cuslonei.
4. Lnlei naleiiaI(s).
5. Choose Satc.
484 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
383 Exercise 20: MateriaI Determination and
Product SeIection and MateriaI Listing and
MateriaI ExcIusion
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Use lhe funclions foi naleiiaI deleininalion and pioducl seIeclion, as
veII as naleiiaI Iisling and naleiiaI excIusion
- Configuie Cuslonizing so lhal lhese funclions neel youi needs
- Cieale naslei iecoids
- AnaIyze lhe sellings foi lhe naleiiaI deleininalion in lhe saIes
docunenls
Business ExampIe
Cusloneis oflen need lo le alIe lo change naleiiaIs aulonalicaIIy. Ioi
exanpIe, lhey need lo le alIe lo sulslilule a slandaid pioducl vilh a
pionolion naleiiaI foi a ceilain line peiiod.
In oidei lo avoid deIiveiing lhe viong goods, you can cieale naslei
iecoids vheie you Iisl lhe peinilled oi foilidden naleiiaIs.
System Data
5ystcm: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
C!Icnt: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Uscr ID: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Passwnrd: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
5ct up InstructInns:
1. As assigned.|Lnlei aII insliuclions necessaiy foi lhe nainlenance of
lhis exeicise.j
Task 1
MaleiiaI T-ATA##shouId aulonalicaIIy iepIace naleiiaI T-ATB##foi a
peiiod of lvo nonlhs, slailing nov.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 485
Unit 12: MateriaI Determination SCM605
1. Cieale lhe ieIevanl naslei iecoid foi naleiiaI deleininalion. Choose
deleininalion lype A001.
2. Cieale a liade faii oidei (ZA##) vilh puichase oidei nunlei
##LO605-ZA##09 foi soId-lo paily T-562A##and naleiiaI T-ATB##
(1 pc). Veiify lhal lhe naleiiaI is iepIaced aulonalicaIIy.
3. In vhich saIes docunenl viev can you find infoinalion aloul lhe
naleiiaI enleied (and, if necessaiy, lhe ieason foi sulslilulion)`
Viev: IlendelaiIs: SaIes AIlendelaiIs:
SaIes A
IieId: Lnleied naleiiaI Lnleied
naleiiaI
Task 2
You vouId Iike youi enpIoyees in saIes oidei piocessing lo le alIe lo caII
up a seIeclion Iisl foi ceilain pioducls, fion vhich lhey can lhen choose a
suilalIe naleiiaI.
1. Cieale a ieason foi sulslilulion Z##vilh lhe desciiplion 5ubstItutInn
##in Cuslonizing. Choose a sulslilulion slialegy lhal aIIovs lhe
seIeclion Iisl.
2. When a cuslonei pIaces an oidei foi T-ATA##, lhe CSR shouId
ieceive a Iisling of lhe naleiiaIs avaiIalIe foi sulslilulion.
Lnlei a naleiiaI deleininalion naslei iecoid vilh lhe ieason foi
sulslilulion Z##. The naslei iecoid shouId conlain lhe naleiiaIs
T-ATA##, T-ATB##, and T-ATC##. The dala iecoid is vaIid foi lvo
nonlhs.
3. Lnlei a liade faii oidei (ZA##) vilh puichase oidei nunlei
##LO605-ZA##10 foi soId-lo paily T-562A##. Lnlei T-ATA##as lhe
naleiiaI vilh a quanlily of 1 and check lhe effecl of youi naslei
iecoid.
Task 3
A discussion lelveen youi saIes depailnenl and cuslonei T-562B##
ieveaIs lhal lhe cuslonei is no Iongei aIIoved lo puichase naleiiaIs
T-ATF## and T-ATG##.
1. Lnlei a condilion iecoid foi lhe naleiiaI excIusion.
Ccn|inucd cn ncx| pagc
486 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
2. Check lhe effecl of lhis naleiiaI naslei iecoid ly ciealing a liade faii
oidei (ZA##) foi cuslonei T-562B##vilh puichase oidei nunlei
##605-ZA##11. Tiy lo cieale an ilen vilh naleiiaIs T-ATA##and
T-ATF##.
Which ilen cannol le ciealed and vhy`
Task 4
OptInna!: A discussion lelveen lhe saIes depailnenl and cuslonei
T-562A##ieveaIs lhal lhe cuslonei can onIy use naleiiaIs T-ATA##,
T-ATB##, and T-ATC##in pioduclion and lheiefoie does nol need any
olhei pioducls.
1. Lnlei a condilion iecoid foi lhe naleiiaI Iisling.
2. Check lhe effecl of lhis naleiiaI naslei iecoid ly ciealing a liade faii
oidei (ZA##) foi cuslonei T-562A##vilh puichase oidei nunlei
##605-ZA##12. Tiy lo cieale an ilen vilh naleiiaIs T-ATA##and
T-ATF##foi 1 unil of each. Lxil vilhoul saving.
Which ilen cannol le ciealed and vhy`
April 2003 © 2002 SAP AG. All rights reserved. 487
Unit 12: MateriaI Determination SCM605
SoIution 20: MateriaI Determination and
Product SeIection and MateriaI Listing and
MateriaI ExcIusion
Task 1
MaleiiaI T-ATA##shouId aulonalicaIIy iepIace naleiiaI T-ATB##foi a
peiiod of lvo nonlhs, slailing nov.
1. Cieale lhe ieIevanl naslei iecoid foi naleiiaI deleininalion. Choose
deleininalion lype A001.
a) |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr da|a →Prcduc|s →
Ma|cria| Dc|crnina|icn →Crca|c.
MaleiiaI deleininalion lype: A001
l) Lnlei Lnl. naleiiaI: T-ATB##
c) Lnlei MaleiiaI: T-ATA##
d) Lnlei Reason foi sulslilulion: blank
e) Change VaIid lo dale: two months from today
Nntc: The vaIidily peiiod of lhe naslei iecoid vas
pioposed fion lhe Cuslonizing of condilion lype AOO1.
f) Choose Satc.
2. Cieale a liade faii oidei (ZA##) vilh puichase oidei nunlei
##LO605-ZA##09 foi soId-lo paily T-562A##and naleiiaI T-ATB##
(1 pc). Veiify lhal lhe naleiiaI is iepIaced aulonalicaIIy.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei docunenl lype: ZA##
Lnlei lhe SoId-lo paily: T-S62A##
Lnlei lhe puichase oidei nunlei: ##LO605-ZA##09
Lnlei lhe naleiiaI: T-ATB##, and a quanlily of 1 pc.
3. In vhich saIes docunenl viev can you find infoinalion aloul lhe
naleiiaI enleied (and, if necessaiy, lhe ieason foi sulslilulion)`
Viev: Ilen delaiIs: SaIes A
IieId: Lnleied naleiiaI
Ccn|inucd cn ncx| pagc
488 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Task 2
You vouId Iike youi enpIoyees in saIes oidei piocessing lo le alIe lo caII
up a seIeclion Iisl foi ceilain pioducls, fion vhich lhey can lhen choose a
suilalIe naleiiaI.
1. Cieale a ieason foi sulslilulion Z##vilh lhe desciiplion 5ubstItutInn
##in Cuslonizing. Choose a sulslilulion slialegy lhal aIIovs lhe
seIeclion Iisl.
a) |MG → Sa|cs and Dis|riou|icn →8asic |unc|icns →Ma|cria|
Dc|crnina|icn →Dcfinc Suos|i|u|icn Rcascns.
l) Choose Ncu cn|rics.
c) Lnlei Reason foi sulslilulion: Z##
d) Lnlei Desciiplion: Substitution ##
e) Lnlei Slialegy: A
f) Choose Satc.
2. When a cuslonei pIaces an oidei foi T-ATA##, lhe CSR shouId
ieceive a Iisling of lhe naleiiaIs avaiIalIe foi sulslilulion.
Lnlei a naleiiaI deleininalion naslei iecoid vilh lhe ieason foi
sulslilulion Z##. The naslei iecoid shouId conlain lhe naleiiaIs
T-ATA##, T-ATB##, and T-ATC##. The dala iecoid is vaIid foi lvo
nonlhs.
a) |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr da|a →Prcduc|s →
Ma|cria| dc|crnina|icn →Crca|c.
l) Lnlei MaleiiaI deleininalion lype: A001
c) Lnlei Mal. enleied: T-ATA##
d) Lnlei MaleiiaI: T-ATA##
e) Lnlei Reason foi sulslilulion: Z##
f) Change VaIid lo dale: two months from today
g) Gc|c →A||crna|itc na|cria|s.
h) Lnlei addilionaI naleiiaIs: T-ATB## and T-ATC##.
i) Choose Satc.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 489
Unit 12: MateriaI Determination SCM605
3. Lnlei a liade faii oidei (ZA##) vilh puichase oidei nunlei
##LO605-ZA##10 foi soId-lo paily T-562A##. Lnlei T-ATA##as lhe
naleiiaI vilh a quanlily of 1 and check lhe effecl of youi naslei
iecoid.
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei docunenl lype: ZA##
c) Choose |n|cr.
d) Lnlei lhe soId lo paily: T-562A##
e) Lnlei T-ATA## vilh a quanlily of 1.
Choose a naleiiaI of youi choice fion lhe Iisling.
f) Choose |n|cr.
g) Choose Satc and iecoid lhe docunenl nunlei.
Task 3
A discussion lelveen youi saIes depailnenl and cuslonei T-562B##
ieveaIs lhal lhe cuslonei is no Iongei aIIoved lo puichase naleiiaIs
T-ATF## and T-ATG##.
1. Lnlei a condilion iecoid foi lhe naleiiaI excIusion.
a) |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr da|a →Prcduc|s →
|is|ing/cxc|usicn →Crca|c.
l) Lnlei Lisl/excI. lype: B001
c) Choose |n|cr.
d) Lnlei Cuslonei: T-S62B##
e) Lnlei MaleiiaIs: T-ATF## and T-ATG##
f) Choose Satc.
2. Check lhe effecl of lhis naleiiaI naslei iecoid ly ciealing a liade faii
oidei (ZA##) foi cuslonei T-562B##vilh puichase oidei nunlei
##605-ZA##11. Tiy lo cieale an ilen vilh naleiiaIs T-ATA##and
T-ATF##.
Ccn|inucd cn ncx| pagc
490 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Which ilen cannol le ciealed and vhy`
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei docunenl lype: ZA##
c) Choose |n|cr.
d) Lnlei lhe dala piovided alove.
MaleiiaI T-ATI##cannol le enleied in lhe docunenl.
Message: Material T-ATF## has been excluded.
Nntc: You viII aIso ieceive lhe naleiiaI sulslilulion
diaIog lox due lo youi pievious exeicise. }usl seIecl a
naleiiaI of youi choice.
Task 4
OptInna!: A discussion lelveen lhe saIes depailnenl and cuslonei
T-562A##ieveaIs lhal lhe cuslonei can onIy use naleiiaIs T-ATA##,
T-ATB##, and T-ATC##in pioduclion and lheiefoie does nol need any
olhei pioducls.
1. Lnlei a condilion iecoid foi lhe naleiiaI Iisling.
a) |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr da|a →Prcduc|s →
|is|ing/cxc|usicn →Crca|c.
l) Lnlei Lisl/excI. lype: A001
c) Choose Key conlinalion: Customer and material
d) Lnlei Cuslonei: T-S62A##
e) Lnlei MaleiiaIs: T-ATA##, T-ATB##, and T-ATC##.
f) Choose Satc.
2. Check lhe effecl of lhis naleiiaI naslei iecoid ly ciealing a liade faii
oidei (ZA##) foi cuslonei T-562A##vilh puichase oidei nunlei
##605-ZA##12. Tiy lo cieale an ilen vilh naleiiaIs T-ATA##and
T-ATF##foi 1 unil of each. Lxil vilhoul saving.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 491
Unit 12: MateriaI Determination SCM605
Which ilen cannol le ciealed and vhy`
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
Lnlei docunenl lype: ZA##
l) Choose |n|cr.
c) Lnlei iequiied dala fion youi exeicise.
MaleiiaI T-ATI##cannol le enleied in lhe docunenl.
Message: Material T-ATF## is not listed and
therefore not allowed.
Nntc: You viII aIso ieceive lhe naleiiaI sulslilulion
diaIog lox due lo youi pievious exeicise. }usl seIecl a
naleiiaI of youi choice.
492 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination, Listings, and ExcIusions
Lesson Summary
You shouId nov le alIe lo:
- Use lhe funclions foi naleiiaI deleininalion and pioducl seIeclion, as
veII as naleiiaI Iisling and naleiiaI excIusion
- Configuie Cuslonizing so lhal lhese funclions neel youi needs
- Cieale a naslei deleininalion iecoid
- AnaIyze lhe sellings foi lhe naleiiaI deleininalion in lhe saIes
docunenls
April 2003 © 2002 SAP AG. All rights reserved. 493
Unit Summary SCM605
Unit Summary
You shouId nov le alIe lo:
- Use lhe funclions foi naleiiaI deleininalion and pioducl seIeclion, as
veII as naleiiaI Iisling and naleiiaI excIusion
- Configuie Cuslonizing so lhal lhese funclions neel youi needs
- Cieale a naslei deleininalion iecoid
- AnaIyze lhe sellings foi lhe naleiiaI deleininalion in lhe saIes
docunenls
ReIated Information
Ioi noie infoinalion iegaiding naleiiaI deleininalion, Iislings, and
excIusions, ieviev lhe SAI heIp fiIes al hllp://heIp.sap.con.
494 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
393
Test Your KnowIedge
1. MaleiiaI deleininalion can le done in lhe foIIoving vays:
Cnccsc |nc ccrrcc| ansucr(s).
A LxcIusion
ß Lisling
C ManuaI seIeclion of lhe sulslilule naleiiaI
D Aulonalic sulslilulion
2. The condilion lechnique foi naleiiaI deleininalion uses vhal
sleps`: pioceduie deleininalion pioceduie deleininalion
naleiiaI deleininalion pioceduie naleiiaI deleininalion pioceduie,
condilion lype condilion lype, access sequence access sequence,
condilion lalIes condilion lalIes, and
ciealion of condilion iecoids ciealion of condilion iecoids.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
3. The naslei iecoids foi naleiiaI deleininalion, Iisling, and excIusion
aie ciealed in Cuslonizing.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
4. The ieason foi sulslilulion in naleiiaI deleininalion does nol conlain
any conlioI sellings.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
5. MaleiiaI Iisling can le used in conjunclion vilh naleiiaI excIusion.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
6. AnaIysis foi naleiiaI deleininalion and Iislings and excIusions aie
aulonalicaIIy enalIed in saIes oidei enliy.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
April 2003 © 2002 SAP AG. All rights reserved. 495
Test Your KnowIedge SCM605
394
Answers
1. MaleiiaI deleininalion can le done in lhe foIIoving vays:
Answcr: A, ß, C, D
These aie lhe foui vays in vhich naleiiaI deleininalion can le done
in lhe slandaid syslen.
2. The condilion lechnique foi naleiiaI deleininalion uses vhal
sleps`: pioceduie deleininalion naleiiaI deleininalion pioceduie,
condilion lype, access sequence, condilion lalIes, and ciealion of
condilion iecoids.
Answcr: pioceduie deleininalion, naleiiaI deleininalion pioceduie,
condilion lype, access sequence, condilion lalIes, ciealion of
condilion iecoids
AII conponenls of lhe condilion lechnique aie uliIized foi naleiiaI
deleininalion.
3. The naslei iecoids foi naleiiaI deleininalion, Iisling, and excIusion
aie ciealed in Cuslonizing.
Answcr: IaIse
Maslei dala iecoids foi naleiiaI deleininalion aie ciealed in lhe
naslei dala nenu foi saIes and disliilulion, undei Prcduc|s.
4. The ieason foi sulslilulion in naleiiaI deleininalion does nol conlain
any conlioI sellings.
Answcr: IaIse
The ieason foi sulslilulion in naleiiaI deleininalion deleinines
sulslilulion lased on naleiiaI avaiIaliIily oi nanuaI seIeclion, and
vhelhei oi nol lhe enleied naleiiaI is incIuded in oidei confiinalions
aIong vilh lhe sulsliluled naleiiaI.
5. MaleiiaI Iisling can le used in conjunclion vilh naleiiaI excIusion.
Answcr: Tiue
ßolh nelhods can le used and, vhen lhey aie, naleiiaI excIusion
oveiiides naleiiaI Iisling.
496 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
6. AnaIysis foi naleiiaI deleininalion and Iislings and excIusions aie
aulonalicaIIy enalIed in saIes oidei enliy.
Answcr: IaIse
AnaIysis foi naleiiaI deleininalion and Iislings and excIusions nusl
le enalIed lo uliIize lhis funclionaIily. In lhe saIes docunenl, lhe
nenu palh is: |ntircnncn| →Ana|qsis →Ma|cria| dc|crnina|icn cr
|is|ing/cxc|usicn →On.
April 2003 © 2002 SAP AG. All rights reserved. 497
Unit 12: MateriaI Determination SCM605
498 © 2002 SAP AG. All rights reserved. April 2003
Unit 13
397 Free Goods
This unil can le difficuIl since lhe deleininalion of fiee goods affecls
lhe nel lolaI paid ly lhe cuslonei. So fiee goods is ieIaled lo piicing
and nany sludenls nay nol have piicing expeiience. Il vouId le lesl lo
ieviev, al a high IeveI, hov piicing foi one saIes oidei Iine ilen lakes pIace
and use lhis as a conlexl foi vhal happens vhen fiee goods is invoIved.
Reviev lhe condilion lechnique and decide hov delaiIed you vanl lo le
depending on hov nuch line you have.
Unit Overview
Iiee goods is an addilionaI piicing funclion and nainIy seives lo conlioI
fiee-of-chaige ilens in lhe saIes docunenl. The fiee goods funclionaIily
aIIovs you lo aulonalicaIIy give a fiee pioducl vhen a ceilain quanlily
of a given pioducl has leen puichased ly a cuslonei. Hov lhe fiee
good quanlily is deleinined, and hov lhe syslen lehaves in a vaiiely of
silualions, is dependenl on hov fiee goods is cuslonized and hov naslei
iecoids aie defined. We viII le Iooking al lhe condilion lechnique in
delaiI and viII Ieain lo use fiee goods lo expIain and denonsliale lhe
condilion lechnique.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Use lhe fiee goods funclions in youi saIes piocess
- Lnlei naslei iecoids foi excIusive and incIusive lonus quanlilies
- LxpIain hov lo configuie lhe Cuslonizing sellings foi fiee goods
Unit Contents
Lesson: Working with and Customizing Free Goods. . . . . . . . . . . . . . . . . . . . . . .501
Demonstration: Ìnclusive Bonus Quantities. . . . . . . . . . . . . . . . . . . . . . . . . . . . .510
Demonstration: Exclusive Bonus Quantities . . . . . . . . . . . . . . . . . . . . . . . . . . . .512
April 2003 © 2002 SAP AG. All rights reserved. 499
Unit 13: Free Goods SCM605
Exercise 21: Working with and Customizing Free Goods. . . . . . . . . . . . .515
500 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
Lesson:
398
Working with and Customizing Free Goods
Lesson Duialion: 1 houis
Lesson Overview
In lhis Iesson, ve viII le Iooking al fiee goods. Iiee goods is an addilionaI
piicing funclion and nainIy seives lo conlioI fiee-of-chaige ilens in lhe
saIes docunenl using lhe condilion lechnique.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Use lhe fiee goods funclions in youi saIes piocess
- Lnlei naslei iecoids foi excIusive and incIusive lonus quanlilies
- LxpIain hov lo configuie lhe Cuslonizing sellings foi fiee goods
The fiee goods funclionaIily aIIovs you lo aulonalicaIIy give lhe sane oi
diffeienl pioducl foi fiee, vhen a ceilain quanlily of a given pioducl has
leen puichased ly a cuslonei. Hov lhe fiee good quanlily is deleinined,
and hov lhe syslen lehaves in a vaiiely of silualions is dependenl on hov
fiee goods is cuslonized and hov naslei iecoids aie defined.
Business ExampIe
Iiee goods pIay a Iaige ioIe in piice negolialions vilh youi cusloneis.
As a iesuIl, you vanl lo le alIe lo deleinine fiee goods and pIace lhen
in saIes docunenls aulonalicaIIy.
Youi iesponsiliIily is lo aulonale lhe deleininalion of fiee goods, laking
inlo accounl lhal ceilain infoinalion ieIaled lo fiee goods has lo le
suppIied lo conlioIIing.
Free Goods in the SaIes Order
CautInn: DcactIvatc thc Rcnrdcr pnInt matcrIa! M-18 ! |cgis|ics
→Sa|cs and Dis|riou|icn →Mas|cr Da|a →Prcduc|s →Ma|cria| →
O|ncr na|cria| →Cnangc
MRI 1 Viev (pIanl 12OO). Change MRI lype lo ND Nn p!annIng. DeIele
lhe vaIue in lhe Reoidei poinl fieId.
April 2003 © 2002 SAP AG. All rights reserved. 501
Unit 13: Free Goods SCM605
The fiee goods funclionaIily aIIovs you lo aulonalicaIIy give a fiee
pioducl vhen a ceilain quanlily of a given pioducl has leen puichased ly
a cuslonei.
IncIusive ßonus Quanlilies:
Figure 103: ExcIusive and IncIusive Bonus Quantities (1)
Figure 104: ExcIusive and IncIusive Bonus Quantities (2)
In indusliy seclois such as ielaiI, lhe chenicaIs indusliy, oi consunei
goods indusliy, il is connon lo piovide discounls in lhe foin of fiee
goods.
502 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
Iiee goods can le pail of lhe oidei quanlily, lul aie nol incIuded in lhe
invoice, lhis is caIIed an incIusive lonus quanlily. The oideied goods and
lhe fiee goods lolh invoIve lhe sane naleiiaI, and lhe unils of neasuie of
lhe fiee goods and oideied goods nusl le lhe sane.
Iiee goods can aIso lake lhe foin of exlia goods lhal aie fiee of chaige.
These aie caIIed excIusive lonus quanlilies. In excIusive lonus quanlilies,
lhe exlia goods aie deIiveied fiee of chaige and aie nol lypicaIIy incIuded
in lhe invoice. This can eilhei le an addilionaI quanlily of lhe goods
oideied, oi il can le anolhei naleiiaI.
The excIusive fiee goods appeai in lhe SD docunenl as an individuaI,
fiee-of-chaige ilen.
Figure 105: Free Goods in the SaIes Order
ßolh lypes of fiee goods aie liealed in lhe sane vay in lhe saIes oidei.
The naleiiaI lhal has leen oideied is enleied as a nain ilen, and lhe fiee
goods naleiiaI is aulonalicaIIy dispIayed as a sul-ilen.
The ilen calegoiy deleinines hov lhe ilen is conlioIIed Ialei in lhe
lusiness piocess (foi exanpIe, foi deIiveiy oi piicing). Ilen calegoiies
TAN and TANN aie used in SAI R/3 SD. The syslen deleinines lhen
aulonalicaIIy ly accessing lhe ieIevanl condilion iecoids. The syslen lhen
accesses lhe fiee goods naslei iecoid vilh lhe piicing dale.
You can aIso enlei fiee goods ly nanuaIIy enleiing dala in lhe highei-IeveI
ilen and ilen calegoiy fieIds (TANN). In lhis case, hovevei, lhe syslen
does nol iefei lo lhe fiee goods naslei iecoid, and sone sellings, such as
aulonalicaIIy ieducing lhe quanlily of lhe nain ilen oi foi lhe deIiveiy,
aie nissing.
April 2003 © 2002 SAP AG. All rights reserved. 503
Unit 13: Free Goods SCM605
The syslen ieieads lhe fiee goods naslei iecoid in lhe saIes oidei if lhe
quanlilies in lhe nain ilen change oi if lhe piicing dale changes. The
syslen lhen deIeles lhe sul-ilens and ie-cieales lhen. Any nanuaI
changes lo lhe fiee goods quanlily aie Iosl. If piicing is ieiun in lhe saIes
oidei, il does nol affecl lhe fiee goods deleininalion.
Figure 106: One-Line IncIusive Bonus Quantity
Nev funclionaIily as fion: ReIease 46X: IncIusive lonus quanlilies can
le handIed ly lhe saIes oidei vilh oi vilhoul ilen geneialion (see fiee
goods naslei iecoid - fieId: fiee goods incIusive/excIusive indicaloi).
AIso ¨LxcIusive¨ used lo le knovn as on-lop lonus and nay sliII appeai
as such in lhe syslen.
Il is possilIe lo aulonalicaIIy iecoid incIusive lonus quanlilies of an
ilen on one Iine in saIes docunenls. Theie aie seveiaI advanlages lo lhis
fealuie:
- The cuslonei iequesl is olvious.
- IncIusive lonus quanlilies aie possilIe in sliucluied pioducls.
- The avaiIaliIily checks of lhe lvo ilens aie nol independenl of one
anolhei.
- Shipping piocessing can le slieanIined.
- ScaIe piices foi lhe oidei quanlily can le nodeIed noie easiIy.
- The docunenl voIune is ieduced.
504 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
The one-Iine dispIay aIso has seveiaI disadvanlages, hovevei. The fiee
goods quanlily is nol olvious duiing oidei enliy, and lhe fiee goods
quanlilies aie nol idenlified in lhe slalislics.
To aclivale one-Iine incIusive lonus quanlilies, you nusl sel lhe fIag
|nc|usitc/cxc|usitc ocnus quan|i|q in lhe naslei iecoid of lhe fiee goods lo 3.
|nc|usitc ocnus quan|i|q ui|ncu| gcncra|ing i|cn.
To inpIenenl lhis lype of fiee goods, a discounl is caIcuIaled duiing
piicing foi lhe fiee goods shaie (condilion lype NRAß, iequiienenl O59).
The fiee goods quanlily is dispIayed in lhe oidei confiinalion and lhe
invoice.
Free Goods - Condition Technique
Figure 107: Free Goods - Condition Technique
The condilion lechnique piovides giealei fIexiliIily foi using lhe fiee
goods funclions.
The syslen uses lhe infoinalion aloul lhe saIes aieas, docunenl
deleininalion pioceduie (fion lhe saIes docunenl lype), and cuslonei
deleininalion pioceduie (fion lhe cuslonei naslei) lo deleinine lhe
fiee goods deleininalion pioceduie. The pioceduie conlains a Iisl of lhe
condilion lypes foi lhe fiee goods.
One access sequence (seaich slialegy) is assigned lo each condilion lype.
Lach access sequence consisls of one oi noie accesses.
April 2003 © 2002 SAP AG. All rights reserved. 505
Unit 13: Free Goods SCM605
Lach access conlains exaclIy one condilion lalIe. This iepiesenls lhe
seaich key lhal lhe syslen uses lo seaich foi a vaIid naslei iecoid. If lhe
seaich is successfuI, lhe syslen geneiales a sul-ilen foi lhe fiee goods
in lhe docunenl. The ilen calegoiy is assigned vilh lhe ilen calegoiy
usage IRLL.
Iiicing foi lolh ilens is conlioIIed vilh lhe ilen calegoiy, as noinaI.
You can aclivale an anaIysis of lhe fiee goods deleininalion in lhe saIes
docunenl. The syslen lhen dispIays delaiIed infoinalion on hov lhe
fiee goods veie deleinined.
Free Goods - Master Data
Figure 108: Free Goods - Master Data
The condilion lechnique is used foi fiee goods. Iiee goods aie geneiaIIy
iegaided as a suppIenenl lo lhe piicing agieenenl foi a naleiiaI.
You nainlain lhe fiee goods in lhe naslei iecoids foi saIes ly:
- Using a diffeienl nenu enliy
- Coing lo Priccs and Disccun|s/surcnargcs vhen nainlaining lhe naslei
iecoids
You can define naslei iecoids foi fiee goods al any IeveI, foi exanpIe,
naleiiaI, cuslonei/naleiiaI, piice Iisl calegoiy/cuiiency/naleiiaI oi
cuslonei hieiaichy/naleiiaI.
You can iesliicl naslei iecoids foi one IeveI in nany diffeienl vays:
- VaIidily peiiod: The condilion is onIy vaIid vilhin lhis peiiod
506 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
- Lovesl quanlily: The condilion cones inlo affecl vhen lhis quanlily
has leen exceeded
- DeIiveiy conlioI: Hov you vanl fiee goods deIiveied in ieIalion lo
lhe nain ilen
- CaIcuIalion iuIe: Hov lhe syslen deleinines lhe fiee goods quanlily
fion lhe addilionaI and docunenl quanlilies
- ScaIes
You can piocess diffeienl naslei dala vilh lhe sane key foi incIusive and
excIusive lonus quanlilies al lhe sane line. You onIy need lo seIecl a
lullon lo svilch lelveen lhe lvo lypes of discounl.
When you enlei an excIusive lonus quanlily, an exlia enliy Iine appeais
vheie you can enlei lhe naleiiaI if il is nol lhe sane as lhe oideied
naleiiaI.
Figure 109: Free Goods in DeIiveries
The fiee goods aie aulonalicaIIy copied inlo lhe deIiveiy, lul fiee goods
deleininalion does nol lake pIace in lhe deIiveiy.
Once pailiaI deIiveiies have leen shipped, you cannol change any
quanlilies oi dales in lhe oidei. Il lhis dala changes, lhe oidei ilen nusl
le iejecled and ie-enleied.
In lhe naslei iecoid foi fiee goods, you can fine-lune lhe deIiveiy sellings.
The foIIoving five oplions aie avaiIalIe:
- (b!ank): The fiee goods ilen is piocessed independenlIy of lhe nain
ilen.
April 2003 © 2002 SAP AG. All rights reserved. 507
Unit 13: Free Goods SCM605
- A: The fiee goods can le deIiveied if pail of lhe oideied quanlily
is leing deIiveied.
- B: The fiee goods can le deIiveied if lhe oideied quanlily is leing
conpIeleIy deIiveied.
- C: The fiee goods can onIy le deIiveied vilh al Ieasl sone of lhe
oideied goods.
- E: The quanlily of fiee goods deIiveied aulonalicaIIy changes in
piopoilion lo changes lo lhe oideied naleiiaI in lhe deIiveiy.
Figure 110: Free Goods - CaIcuIation RuIe
When you specify a caIcuIalion iuIe, you decide hov lhe syslen
deleinines lhe fiee goods quanlily fion lhe addilionaI and docunenl
quanlilies.
Thiee caIcuIalion iuIes aie piovided in lhe slandaid syslen:
- The fiee goods quanlily is lhe quanlily lhal is caIcuIaled fion lhe
discounl quanlily (nol lhe nininun quanlily).
- The addilionaI quanlily is lhe quanlily deIiveied fiee-of-chaige.
- The docunenl quanlily is lhe quanlily enleied ly lhe peison ciealing
lhe saIes oidei.
. The foIIoving exanpIe desciiles hov lhe caIcuIalion iuIes voik:
You offei lo suppIy 2O unils of fiee goods foi eveiy 1OO unils oideied.
The cuslonei oideis 162 unils (docunenl quanlily).
RuIe 1 pioialed: 32 unils fiee goods |162*(2O/1OO) = iounded dovnj
RuIe 2 unil-ieIaled: 2O unils fiee goods |1OO*(2O/1OO) = iounded dovn j
RuIe 3 vhoIe unils: O unils fiee goods |162 is nol a conpIele unil of 1OOj
CaIcuIalion iuIes aie sloied in lhe syslen in lhe foin of AßAI/4 code. You
can aIso define youi ovn iuIes using liansaclion VOIM, undei |crnu|as.
508 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
Figure 111: Free Goods - Statistics and ControIIing
You can see delaiIed infoinalion aloul fiee goods in IiofilaliIily AnaIysis
and Slalislics.
The ievenues, saIes deduclions, and cosls of fiee goods can le liansfeiied
lo IiofilaliIily AnaIysis (CO-IA) in diffeienl vays, shovn in lhe exanpIes
leIov (MIl = nain ilen, SIl = sul-ilen).
5ccnarIn 1 (5AP standard systcm)
MIl: Nol infIuenced ly fiee goods
SIl: Iiicing deaclivaled, caIcuIalion
piice (VIRS) configuied as cosls
5ccnarIn 2
MIl: Nol infIuenced ly fiee goods
SIl: Iiicing foi ilen calegoiy TANN
aclive vilh selling ß (in lhe cosling
pioceduie, condilion lype R1OO
caIcuIales a 1OO° discounl lhiough
iequiienenl 55), discounl ieduces
ievenues, lhe liansfei piice is sel
as lhe cosls
5ccnarIn 3
April 2003 © 2002 SAP AG. All rights reserved. 509
Unit 13: Free Goods SCM605
MIl: CunuIalion of caIcuIalion piice
foi Iovei-IeveI ilen configuied al
nain ilen IeveI (in copy conlioI,
DeIiveiy  ßiIIing docunenl),
accunuIaled cIeaiing piice sel as
cosls
SIl: Iiicing deaclivaled
Shov lhe selling in lhe slandaid piicing pioceduie RVAOO1.|MG →Sa|cs
and Dis|riou|icn →8asic |unc|icns →Pricing →Pricing Ccn|rc| →Dcfinc and
Assign Pricing Prcccdurcs →Main|ain pricing prcccdurcs
Demonstration: IncIusive Bonus Quantities
Purpose
To denonsliale hov incIusive fiee goods aie handIed in lhe saIes oidei
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
1. Cieale a naslei iecoid foi incIusive lonus quanlilies |cgis|ics →Sa|cs
and Dis|riou|icn →Mas|cr Da|a →Ccndi|icns →|rcc gccds →Crca|c
FIc!d namc Uscr cntry
Discounl lype NA00
SaIes oiganizalion 1000
Disliilulion channeI 10
Cuslonei 1172
MaleiiaI M-18
Mininun qly 100
Iion 20
UnilIC PC
aie fiee goods 1
510 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
2. Choose |n|cr and shov syslen enliies
in ° 5 (onIy foi info)
CaI 1 (caIcuIalion lype)
LxcI 1 (incIusive/excIusive indicaloi)
ICDe lIank (Iiee goods deIiveiy
conlioI)
3. Choose Satc
4. Cieale a slandaid saIes oidei
FIc!d namc Uscr cntry
Docunenl lype OR
Cuslonei 1172
IO nunlei Inclusive quantity
MaleiiaI M-18
Oidei quanlily 10
Message: Minimum quantity 100 PC of free goods has
not been reached
5. Inciease oidei quanlily lo 200
The syslen cieales a fiee good ilen ly sulliacling 1O IC fion lhe
oidei quanlily.
6. Shov piicing foi lhe fiee goods ilen Gc|c →||cn →Ccndi|icns
The syslen uses condilion lype R1OO foi 1OO° discounl.
7. Aclivale lhe anaIysis of fiee goods deleininalion |ntircnncn| →
Ana|qsis →|rcc Gccds →On
8. Lnlei anolhei ilen foi naleiiaI M-18 and quanlily 100 and shov
anaIysis.
9. OptInna! Deaclivale piicing foi ilen calegoiy TANN, enlei nev
oidei foi alove cuslonei, naleiiaI and quanlily and shov piicing
iesuIls of fiee goods ilen.
Since lheie is no piice deleininalion, lheie is no caIcuIalion of
condilion lype R1OO (1OO° discounl) eilhei.
April 2003 © 2002 SAP AG. All rights reserved. 511
Unit 13: Free Goods SCM605
Demonstration: ExcIusive Bonus Quantities
Purpose
To denonsliale hov excIusive fiee goods aie handIed in lhe saIes oidei
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
1. Cieale a naslei iecoid foi excIusive lonus quanlilies |cgis|ics →Sa|cs
and Dis|riou|icn →Mas|cr Da|a →Ccndi|icns →|rcc gccds →Crca|c
FIc!d namc Uscr cntry
Discounl lype NA00
Choose |xc|usitc lullon
SaIes oiganizalion 1000
Disliilulion channeI 10
Cuslonei 2006
MaleiiaI M-18
Mininun qly 100
Ioi 100
UnilIC PC
add fiee goods 5
2. Choose|n|cr and shov syslen enliies
in ° 4,76%
CaI 2 (whole units)
LxcI 2 (inclusive/exclusive
indicator)
ICDe lIank (Iiee goods deIiveiy
conlioI)
3. In addilionaI naleiiaI AddMa||rGd add naleiiaI M-19
4. In fiee goods deIiveiy conlioI |GDc enlei E
512 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
5. Choose Satc
6. Cieale a slandaid saIes oidei
FIc!d namc Uscr cntry
Docunenl lype OR
Cuslonei 2006
IO nunlei Exclusive quantity
MaleiiaI M-18
Oidei quanlily 100
Syslen cieales a fiee goods ilen vilh M-19.
Shov piicing foi lhe fiee goods ilen.
7. Inciease lhe oidei quanlily lo 150
The fiee goods quanlily does nol change lecause of caIcuIalion iuIe 2
(fiee goods aie caIcuIaled in leins of lhe unil of fiee goods).
8. Inciease lhe oidei quanlily lo 200
The fiee goods quanlily is aIso incieased (2 x 1OO unils).
9. Cieale a deIiveiy Sa|cs dccuncn| →Dc|itcr
Nntc: If you gel a vaining nessage aloul no ilens avaiIalIe
foi deIiveiy up lo deIiveiy dale, choose I3 (lack) and change
lhe deIiveiy dale one veek inlo lhe fuluie and choose |n|cr.
ßolh lhe nain ilen and lhe fiee goods ilen aie copied lo lhe deIiveiy.
1O. Reduce lhe quanlily of lhe fiisl deIiveiy ilen fion 200 lo 100 unils.
DeIiveiy conlioI enliy E in lhe fiee goods naslei iecoid aulonalicaIIy
changed lhe quanlily of fiee goods in piopoilion lo lhe nain ilen.
April 2003 © 2002 SAP AG. All rights reserved. 513
Unit 13: Free Goods SCM605
514 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
409 Exercise 21: Working with and
Customizing Free Goods
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Use lhe fiee goods funclions in youi saIes piocess
- Lnlei naslei iecoids foi excIusive and incIusive lonus quanlilies
- Configuie lhe Cuslonizing sellings foi fiee goods
Business ExampIe
You can exlend piicing ly using fiee goods in lhe foin of excIusive and
incIusive lonus quanlilies.
You nake lhe ieIevanl agieenenls vilh youi cuslonei. The lonus
quanlilies viII le aulonalicaIIy conlioIIed ly R/3 SD vhen you enlei a
saIes oidei.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
Task 1
You have agieed on a piice ieduclion foi cuslonei T-562A##in lhe foin
of fiee goods.
1. Cieale a fiee goods naslei iecoid (fiee goods lype NA00 foi saIes
oiganizalion 1000 and disliilulion channeI 10). If lhe cuslonei oideis
al Ieasl 2O pcs of naleiiaI T-ATC##, 1O° of lhe puichased quanlily
shouId le fiee of chaige. The fiee-of-chaige naleiiaI shouId le
piopoilionaI lo lhe highei-IeveI ilen.
2. Cieale a liade faii oidei (ZA##) vilh puichase oidei nunlei
##LO605-ZA##13 foi cuslonei T-562A##and naleiiaI T-ATC##. The
puichase oidei quanlily is 1O pcs.
Whal nessage appeais`
3. Inciease lhe quanlily lo 4O pcs. Whal aie lhe quanlilies in lhe
highei-IeveI and sul-ilens`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 515
Unit 13: Free Goods SCM605
Task 2
You nake anolhei fiee goods agieenenl vilh cuslonei T-562E##foi
naleiiaI T-ATD##. The nininun oidei quanlily is 2O pcs. You vanl lo
deIivei one pc of naleiiaI T-ATA##fiee of chaige foi each 2O pcs oideied.
1. Cieale lhe ieIevanl naslei iecoid foi saIes oiganizalion 1000 and
disliilulion channeI 10.
2. In lhe iecoid, indicale lhal lhe syslen onIy deleinines lhe quanlily of
lhe fiee-of-chaige naleiiaI in nuIlipIes of lhe fiee goods quanlily.
3. Indicale lhal if lhe oidei changes in lhe deIiveiy, lhe fiee-of-chaige
quanlily shouId change in piopoilion.
4. Cieale a liade faii oidei (ZA##) vilh puichase oidei nunlei
##LO605-ZA##14 foi cuslonei T-562E##and naleiiaI T-ATD##. The
puichase oidei quanlily is 4O pcs.
5. ConpIele lhe oidei and deIivei il (shipping poinl: 1200, seIeclion
dale: nnc mnnth frnm tnday). Inciease lhe deIiveiy quanlily lo 8O
pcs. Whal happens lo lhe fiee of chaige ilen`
Task 3
OptInna!: The syslen aulonalicaIIy ciealed a fiee goods sul-ilen foi lhe
oidei vilh puichase oidei nunlei ##LO605-ZA##14. The syslen iuns
piicing foi lhe sul-ilen even lhough il is fiee of chaige.
1. Which ilen calegoiy did lhe syslen find foi lhe sul-ilen and vhich
key did il use`
2. Which sellings in Cuslonizing affecl piicing foi fiee-of-chaige ilens`
3. Which enliy in lhe piicing pioceduie ensuies lhal lhe ilen ienains
fiee of chaige aIlhough lhe syslen ian piicing`
516 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
SoIution 21: Working with and
Customizing Free Goods
Task 1
You have agieed on a piice ieduclion foi cuslonei T-562A##in lhe foin
of fiee goods.
1. Cieale a fiee goods naslei iecoid (fiee goods lype NA00 foi saIes
oiganizalion 1000 and disliilulion channeI 10). If lhe cuslonei oideis
al Ieasl 2O pcs of naleiiaI T-ATC##, 1O° of lhe puichased quanlily
shouId le fiee of chaige. The fiee-of-chaige naleiiaI shouId le
piopoilionaI lo lhe highei-IeveI ilen.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Ccndi|icns
→|rcc gccds →Crca|c.
FIc!d namc Uscr cntry
Disccun| |qpc NA00
Cus|cncr T-S62A##
Ma|cria| T-ATC##
Mininun quan|i|q 20
|rcn 10
Uni| cf ncasurc PC
arc frcc gccds 1
Uni| cf ncasurc PC
Ca|cu|a|icn |qpc (Ca|T) 1
Dc|itcrq ccn|rc| (|) leave blank
Nntc: The vaIidily peiiod of lhe naslei iecoid vas
pioposed fion Cuslonizing foi condilion lype AOO1.
l) Choose Satc.
2. Cieale a liade faii oidei (ZA##) vilh puichase oidei nunlei
##LO605-ZA##13 foi cuslonei T-562A##and naleiiaI T-ATC##. The
puichase oidei quanlily is 1O pcs.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 517
Unit 13: Free Goods SCM605
Whal nessage appeais`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
FIc!d namc Uscr cntry
Dccuncn| |qpc ZA##
Cus|cncr T-S62A##
PO nunocr ##LO605-ZA##13
Ma|cria| T-ATC##
Ordcr quan|i|q 10
Message: Minimum quantity 20 PC of free goods has
not been reached.
3. Inciease lhe quanlily lo 4O pcs. Whal aie lhe quanlilies in lhe
highei-IeveI and sul-ilens`
a) Inciease lhe quanlily lo 4O pcs.
Main ilen: 36 pcs
Sul-ilen: 4 pcs
Task 2
You nake anolhei fiee goods agieenenl vilh cuslonei T-562E##foi
naleiiaI T-ATD##. The nininun oidei quanlily is 2O pcs. You vanl lo
deIivei one pc of naleiiaI T-ATA##fiee of chaige foi each 2O pcs oideied.
Ccn|inucd cn ncx| pagc
518 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
1. Cieale lhe ieIevanl naslei iecoid foi saIes oiganizalion 1000 and
disliilulion channeI 10.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Ccndi|icns
→|rcc gccds →Crca|c.
Lnlei lhe dala fion lhe lalIe leIov
FIc!d namc Uscr cntry
Disccun| |qpc NA00
l) Choose |n|cr.
c) Choose |xc|usitc.
Lnlei lhe dala fion lhe lalIe leIov.
Cus|cncr T-S62E##
Ma|cria| T-ATD##
Mininun quan|i|q 20
|rcc gccds q|q 20
Uni| cf ncasurc PC
Addi|icna| frcc gccds 1
Uni| cf ncasurc PC
Addi|icna| na|cria| T-ATA##
Nntc: You viII aIso ieceive lhe naleiiaI sulslilulion
diaIog lox, due lo lhe pievious exeicise. SeIecl naleiiaI
T-ATA##fion lhe diaIog lox.
2. In lhe iecoid, indicale lhal lhe syslen onIy deleinines lhe quanlily of
lhe fiee-of-chaige naleiiaI in nuIlipIes of lhe fiee goods quanlily.
a) CaIcuIalion lype: 2
3. Indicale lhal if lhe oidei changes in lhe deIiveiy, lhe fiee-of-chaige
quanlily shouId change in piopoilion.
a) DeIiveiy conlioI: E
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 519
Unit 13: Free Goods SCM605
4. Cieale a liade faii oidei (ZA##) vilh puichase oidei nunlei
##LO605-ZA##14 foi cuslonei T-562E##and naleiiaI T-ATD##. The
puichase oidei quanlily is 4O pcs.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
FIc!d namc Uscr cntry
Dccuncn| |qpc ZA##
Cus|cncr T-S62E##
PO nunocr ##LO605-ZA##14
Ma|cria| T-ATD##
Ordcr quan|i|q 40
5. ConpIele lhe oidei and deIivei il (shipping poinl: 1200, seIeclion
dale: nnc mnnth frnm tnday). Inciease lhe deIiveiy quanlily lo 8O
pcs. Whal happens lo lhe fiee of chaige ilen`
a) Sa|cs dccuncn| →Dc|itcr.
HInt: If you encounlei a vaining nessage indicaling lhal
lhe syslen did nol find any ilens avaiIalIe up lo lhe
deIiveiy dale, choose 8ac| and change lhe deIiveiy dale
lo one nonlh fion loday.
l) Change lhe deIiveiy quanlily of lhe nain ilen lo 8O pcs.
The fiee-of-chaige quanlily is doulIed lo 4 pcs.
Task 3
OptInna!: The syslen aulonalicaIIy ciealed a fiee goods sul-ilen foi lhe
oidei vilh puichase oidei nunlei ##LO605-ZA##14. The syslen iuns
piicing foi lhe sul-ilen even lhough il is fiee of chaige.
Ccn|inucd cn ncx| pagc
520 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: Working with and Customizing Free Goods
1. Which ilen calegoiy did lhe syslen find foi lhe sul-ilen and vhich
key did il use`
a) DispIay lhe saIes oidei vilh puichase oidei nunlei
##LO605-ZA##14: |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →
Ordcr →Disp|aq.
Ilen calegoiy: TANN
l) DispIay ilen calegoiy deleininalion: |MG → Sa|cs and
Dis|riou|icn →8asic |unc|icns →|rcc Gccds →Dc|crninc i|cn
ca|cgcrq fcr |nc frcc gccds i|cn.
Keys: Docunenl lype: ZA##, Ilen calegoiy gioup: NORM,
Usage: FREE
2. Which sellings in Cuslonizing affecl piicing foi fiee-of-chaige ilens`
a) DispIay piicing foi fiee goods: |MG →Sa|cs and Dis|riou|icn
→8asic |unc|icns →|rcc Gccds →Ccn|rc| |rcc Gccds Pricing →
Ccn|rc| pricing fcr frcc gccds i|cn ca|cgcrq.
Choose ||cn Ca|cgcrq.
l) Choose delaiIs foi ilen calegoiy TANN.
Iiicing: B PrIcIng frcc gnnds (100% dIscnunt)
3. Which enliy in lhe piicing pioceduie ensuies lhal lhe ilen ienains
fiee of chaige aIlhough lhe syslen ian piicing`
a) DispIay piicing foi fiee goods. |MG →Sa|cs and Dis|riou|icn
→8asic |unc|icns →|rcc Gccds →Ccn|rc| |rcc Gccds Pricing →
Main|ain pricing prcccdurc fcr pricing.
l) SeIecl Prcccdurc. RVAA01 and lhen seIecl Ccn|rc|.
c) ScioII dovn lo lhe Iine conlaining condilion lype R100 and nole
lhal lhe anounl is a 1OO° discounl.
April 2003 © 2002 SAP AG. All rights reserved. 521
Unit 13: Free Goods SCM605
Lesson Summary
You shouId nov le alIe lo:
- Use lhe fiee goods funclions in youi saIes piocess
- Lnlei naslei iecoids foi excIusive and incIusive lonus quanlilies
- LxpIain hov lo configuie lhe Cuslonizing sellings foi fiee goods
522 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Unit Summary
Unit Summary
You shouId nov le alIe lo:
- Use lhe fiee goods funclions in youi saIes piocess
- Lnlei naslei iecoids foi excIusive and incIusive lonus quanlilies
- LxpIain hov lo configuie lhe Cuslonizing sellings foi fiee goods
ReIated Information
Ioi noie infoinalion iegaiding fiee goods, ieviev lhe SAI heIp fiIes al
hllp://heIp.sap.con.
April 2003 © 2002 SAP AG. All rights reserved. 523
Unit Summary SCM605
524 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
419
Test Your KnowIedge
1. Iiee goods in lhe saIes oidei aie deleinined soIeIy ly enleiing an
ilen nanuaIIy vilh ilen calegoiy TANN.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
2. The lvo lypes of fiee goods in lhe saIes oidei piocess aie
incIusive incIusive and excIusive excIusive.
|i|| in |nc o|an|s |c ccnp|c|c |nc scn|cncc.
3. Which of lhe foIIoving aie needed in lhe condilion lechnique foi
deleinining fiee goods`
Cnccsc |nc ccrrcc| ansucr(s).
A Iioceduie deleininalion
ß Condilion iecoid
C Access sequence
D Condilion lalIe
L Iiee goods pioceduie
I Condilion lype
4. You can piocess diffeienl naslei dala vilh lhe sane key foi incIusive
and excIusive lonus quanlilies al lhe sane line.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
5. Which of lhe foIIoving aie liue conceining lhe naslei iecoid foi
incIusive and excIusive lonus quanlilies`
Cnccsc |nc ccrrcc| ansucr(s).
A DeIiveiy selling conlioIs hov lhe quanlily of fiee goods is
deIiveied vhen lhe nain ilen is pailiaIIy deIiveied.
ß The caIcuIalion lype deleinines hov lhe quanlily of fiee
goods is caIcuIaled.
C Theie is a selling foi conlioIIing lhe fiee goods quanlily in
lhe liIIing docunenl.
D The addilionaI naleiiaI in excIusive lonus quanlilies nusl
le a diffeienl naleiiaI.
April 2003 © 2002 SAP AG. All rights reserved. 525
Test Your KnowIedge SCM605
420
Answers
1. Iiee goods in lhe saIes oidei aie deleinined soIeIy ly enleiing an
ilen nanuaIIy vilh ilen calegoiy TANN.
Answcr: IaIse
Iiee goods uses lhe condilion lechnique and can le deleinined in
lhe saIes oidei.
2. The lvo lypes of fiee goods in lhe saIes oidei piocess aie incIusive
and excIusive.
Answcr: incIusive, excIusive
IncIusive fiee goods is giving lhe cuslonei pail of vhal lhey oidei foi
fiee, vhiIe excIusive fiee goods is giving lhe cuslonei an addilionaI
fiee ilen.
3. Which of lhe foIIoving aie needed in lhe condilion lechnique foi
deleinining fiee goods`
Answcr: A, ß, C, D, L, I
Iiee goods deleininalion in lhe saIes oidei uses aII condilion
lechnique conponenls.
4. You can piocess diffeienl naslei dala vilh lhe sane key foi incIusive
and excIusive lonus quanlilies al lhe sane line.
Answcr: Tiue
The |nc|usitc oi |xc|usitc lullons svilch you lelveen lhe lvo lypes
of discounl.
5. Which of lhe foIIoving aie liue conceining lhe naslei iecoid foi
incIusive and excIusive lonus quanlilies`
Answcr: A, ß
Iiee goods quanlilies in lhe liIIing docunenl aie copied onIy fion
lhe deIiveiy docunenl. AddilionaI excIusive fiee goods do nol have
lo le a diffeienl naleiiaI.
526 © 2002 SAP AG. All rights reserved. April 2003
Unit 14
421 SaIes Scenarios
The fiisl case sludy enphasizes lhe essenliaI eIenenls foi configuiing cash
saIes in lhe R/3 Slandaid Syslen (saIes docunenl lype, ilen calegoiy,
oulpul, deIiveiy and liIIing lypes). The second case sludy enphasizes
configuiing naleiiaI deleininalion lo piovide foi pioducl sulslilulion
lased on an individuaI cuslonei´s iequiienenls. The Iasl case sludy
enphasizes lhe use of liIIs of naleiiaI used lo seII configuied pioducls lo
cusloneis.
Unit Overview
This saIes scenaiio (case sludy) viII le used lo exlend lhe ideas coveied in
lhis couise so fai. Il viII give you lhe chance lo use vhal you have Ieained
in delaiIed exeicises, vhich aie specificaIIy oiienled lo lusiness piocesses.
Unit Objectives
Aflei conpIeling lhis unil, you viII le alIe lo:
- Cuslonize saIes and shipping lo suppoil lhe lusiness iequiienenl of
saIes lo enpIoyees
- Define a one-line cuslonei and aclivale speciaI piicing
- Cieale a ßOM lo le used in lhe saIes piocess
- LxpIain lhe funclions and cuslonizing oplions of lhe ilen calegoiies
and scheduIe Iine calegoiies lhal aie iequiied lo suppoil seIIing
naleiiaIs vilh ßOMs
- Cuslonize naleiiaI deleininalion sellings
Unit Contents
Lesson: Sales to Employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .529
Exercise 22: Sales to Employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .533
Lesson: Bills of Material (BOMs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .555
Exercise 23: Bills of Material in Sales and Distribution. . . . . . . . . . . . . . . .561
April 2003 © 2002 SAP AG. All rights reserved. 527
Unit 14: SaIes Scenarios SCM605
Lesson: Material Determination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .593
Exercise 24: Material Determination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .599
528 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
Lesson:
422
SaIes to EmpIoyees
Lesson Duialion: 2 houis
Lesson Overview
In lhis, ve viII Ieain lo configuie Cuslonizing foi saIes and shipping lo
faciIilale saIes of pioducls lo enpIoyees. The exeicises viII heIp you lo
configuie SAI R/3 lo neel youi ovn lusiness iequiienenls.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Cuslonize saIes and shipping lo suppoil lhe lusiness iequiienenl of
saIes lo enpIoyees
- Define a one-line cuslonei and aclivale speciaI piicing
The inlioduclion foi lhis scenaiio shouId Iasl aloul 1O lo 15 ninules and
shouId ansvei lhe foIIoving queslions: Whal kind of lusiness lackgiound
is lhe scenaiio lased on`, Hov can lhe SD piocess le ieaIized in delaiI`,
and Whal lasks face lhe pailicipanls (Cuslonizing, naslei dala, ...)`
Business ExampIe
Conpany enpIoyees aie oflen alIe lo luy goods fion lheii conpany al
ieduced piices.
In lhe foIIoving scenaiio, il is youi jol lo cieale lhis piocess foi youi
conpany, IDLS. IDLS has sel up ils ovn shop vheie enpIoyees can
puichase lhe pioducls al ieduced iales.
SaIes to EmpIoyees
WhiIe lhe saIes piocess conceining lhe saIe of pioducl lo conpany
enpIoyees is essenliaIIy lhe sane as lhe ieguIai cuslonei oidei
nanagenenl cycIe, lheie aie a nunlei of changes lhal nusl le nade lo
enalIe lhis scenaiio.
The enpIoyees of a IC nanufacluiing conpany can luy lhe pioducls in
lheii ovn shop al cosl oi al a speciaI enpIoyee piice. They have lo pay foi
lhe pioducls in cash and lake lhen avay innedialeIy.
The enpIoyees ieceive a cash saIes invoice as a docunenl.
April 2003 © 2002 SAP AG. All rights reserved. 529
Unit 14: SaIes Scenarios SCM605
Figure 112: SaIes to EmpIoyees - Orders
The goods offeied lo enpIoyees al a ieduced piice can le ollained fion
a speciaI shop sel up foi enpIoyees. LnpIoyees seIecl lheii goods, lake
lhen fion lhe sheIves, and go lo lhe checkoul. Since enpIoyees can onIy
luy lhe goods lhal aie in lhe shop, an avaiIaliIily check and liansfei of
iequiienenls aie nol necessaiy.
You shouId nol cieale any oideis vilhoul a nel vaIue. This pievenls
docunenls vilhoul ilens oi docunenls vilh fiee ilens fion leing ciealed
in lhe syslen.
No individuaI cuslonei naslei dala foi enpIoyees is nainlained in lhe
syslen. LnpIoyee oideis aie piocessed using a coIIeclive naslei iecoid
(one-line cuslonei accounl).
LnpIoyees geneiaIIy ieceive a discounl of 15° off lhe naleiiaI piice. Sone
naleiiaIs can have a highei discounl.
As soon as lhe enpIoyee has paid, lhey aie given an invoice, vhich seives
as a ieceipl. The enpIoyee lakes lhe goods avay innedialeIy.
Coods issue can le posled and liIIing docunenls can le ciealed
aulonalicaIIy and coIIecliveIy, foi exanpIe, al lhe end of lhe day.
530 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
Figure 113: SaIes to EmpIoyees - DeIivery
The syslen aulonalicaIIy cieales lhe deIiveiy once lhe saIes docunenl has
leen saved. Iicking is noinaIIy iequiied, lul in lhis case is nol ieIevanl
since enpIoyees can onIy luy pioducl avaiIalIe in lhe sloie.
Coods issue can le posled nanuaIIy foi a singIe deIiveiy, oi aulonalicaIIy
in lhe lackgiound lhiough coIIeclive piocessing al lhe end of each day.
Figure 114: SaIes to EmpIoyees - BiIIing Document
ßecause lhe goods aie deIiveied as soon as lhe oidei is saved, lhe oidei
quanlily is aIvays lhe sane as lhe goods issue quanlily. This aIIovs lhe
syslen lo cieale an oidei-ieIaled liIIing docunenl.
ßiIIing docunenls aie ciealed aulonalicaIIy and coIIecliveIy ly iunning
lhe liIIing Iisl, foi exanpIe, duiing end of day piocessing.
In lhe financiaI accounling docunenl, lhe liIIed anounl is posled lo a
speciaI cash saIes accounl. Theie aie no ieceivalIes foi lhe cuslonei.
- Cieale a sa!cs dncumcnt typc foi saIes lo enpIoyees
- Define a nev Itcm catcgnry foi lhe oidei and deIiveiy
- Configuie lhe inpoilanl fieIds in lhe Incnmp!ctcncss !ng foi
piocessing saIes lo enpIoyees
April 2003 © 2002 SAP AG. All rights reserved. 531
Unit 14: SaIes Scenarios SCM605
- Cieale a custnmcr mastcr rccnrd foi one-line cusloneis
- Lxlend prIcIng lo incIude enpIoyees
- Cieale an nutput mastcr rccnrd foi lhe invoice
- Tcst saIes lo enpIoyees in lhe syslen
532 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
427 Exercise 22: SaIes to EmpIoyees
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Sel up a nev docunenl lype
- Define a nev ilen calegoiy
- Sel up a nev cuslonei naslei iecoid
- Sel up piicing conlioIs
- Sel up oulpul conlioIs
- Sel up lhe inconpIelion Iog
- Tesl lhe piocess
Business ExampIe
Youi conpany pioduces conpuleis. Youi enpIoyees can luy in lhe
conpany shop al cosl oi al discounled piices foi enpIoyees. They nusl
pay in cash and lake lheii puichases vilh lhen. The enpIoyee ieceives
an invoice (ieceipl) foi a cash saIe.
Coods issue is posled and liIIing docunenls aie ciealed aulonalicaIIy in
coIIeclive piocessing.
System Data
5ystcm: As assigned.
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
Task 1
Cieale a saIes docunenl lype foi ZB##vilh desciiplion E5##-5a!cs.
1. To do lhis, copy lhe C5 Cash 5a!cs oidei lype. Lnsuie lhal aII ieIaled
lalIe enliies aie copied.
2. Configuie lhe nev docunenl lype such lhal lhe shipping condilion
is: As snnn as pnssIb!c (01).
3. A vide iange of checks and funclions can le aclivaled in lhe saIes
docunenl lype, such as checking foi open conliacls oi seaiching foi
cuslonei-naleiiaI info iecoids. These checks lake pIace in docunenl
piocessing and, lheiefoie, affecl syslen peifoinance.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 533
Unit 14: SaIes Scenarios SCM605
Lnsuie lhal aII lhe checks and funclions you do nol need have leen
deaclivaled.
4. Which enliy pievenls lhe usei fion saving inconpIele docunenls`
5. Whal effecl does lhe enliy in lhe Snipping ccndi|icns fieId have`
6. Which enliy causes a deIiveiy lo le ciealed aulonalicaIIy vhen lhe
saIes docunenl is saved`
7. Which enliies ensuie lhal lhe cuiienl dale is aulonalicaIIy used as
lhe iequesled deIiveiy dale`
8. Whal is lhe docunenl lype foi lhe deIiveiy`
9. Make suie lhal lhe syslen does nol piopose a liIIing docunenl foi
deIiveiy-ieIaled liansaclions.
Task 2
Cieale a sepaiale ilen calegoiy lo enalIe an ilen conlioI lhal is
independenl of cash saIes.
1. Cieale a nev ilen calegoiy, ZB##, ly copying lhe ilen calegoiy BVN.
The desciiplion foi lhe nev ilen calegoiy shouId le C5##-Itcm. Use
lhe sellings fion lhe oiiginaI ilen calegoiy.
2. Make suie lhal ilen calegoiy ZB##is aulonalicaIIy deleinined foi
naleiiaIs vilh ilen calegoiy gioup NORM in saIes docunenl lype
ZB##.
3. Change ilen calegoiy ZB##foi deIiveiies. Iicking is nol needed
lecause lhe goods lhal aie loughl aie aIieady in lhe enpIoyee shop.
Theiefoie, deaclivale lhe Rc|ctan| fcr pic|ing fieId foi ilen calegoiy
ZB##of lhe deIiveiy.
Task 3
Cieale a nev inconpIelion pioceduie al lhe headei IeveI.
1. Copy lhe inconpIelion pioceduie lhal conlioIs docunenl lype C5.
Iiisl deleinine vhich inconpIelion pioceduie is used, and lhen copy
lhe key enliy.
Nntc: In lhe Cnccsc |nc |cq frcn |nc a||cucd spacc nanc diaIog
lox, choose |n|cr lo skip lhe nessage.
2. Change lhe nev inconpIelion pioceduie.
Renove lhe enliy foi lhe puichase oidei nunlei.
Ccn|inucd cn ncx| pagc
534 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
To slop lhe syslen fion ciealing fiee-of-chaige docunenls, add lhe
Nc| ta|uc cf |nc crdcr fieId.
3. Assign lhe pioceduie lo saIes docunenl lype ZB##.
Make suie lhal inconpIele docunenls cannol le saved.
Task 4
The enpIoyees nusl le saved in lhe syslen as cusloneis so lhal you
can cieale oideis foi lhen. Duiing piojecl pIanning, il vas decided lhal
an individuaI cuslonei naslei iecoid is nol needed foi each enpIoyee.
Inslead, a coIIeclive naslei iecoid (one-line cuslonei accounl) can le
used foi enpIoyee saIes. Cieale a cuslonei naslei iecoid lhal viII le used
lo iecoid enpIoyee saIes ly copying cuslonei naslei iecoid CPD-LO615.
ConpIele lhe foIIoving infoinalion in lhe nev iecoid.
1. In Gcncra| Da|a, go lo lhe Addrcss lal page.
FIc!d namc Uscr cntry
Acccun| grcup One-time customer (CPDA)
Cus|cncr ES##
Ccnpanq ccdc 1000 IDES AG
Sa|cs arca 1000, 10, 00
Task 5
Youi saIes nanagei has decided lhal each enpIoyee nay ieceive a lasic
discounl of 15°. Mainlain a condilion iecoid foi a cuslonei-specific
discounl.
1. Mainlain a naslei iecoid foi cuslonei-dependenl discounl K007
custnmcr dIscnunt of 15%.
Task 6
The syslen shouId piinl lhe invoice aulonalicaIIy as soon as lhe saIes
docunenl has leen saved.
1. Cieale an oulpul naslei dala iecoid. Use oulpul lype RD03.
The oulpul has leen configuied so lhal il is senl lo lhe liII-lo paily.
Sel up lhe naslei iecoid so lhal oulpul is piinled as soon as lhe
docunenl has leen saved.
2. Mainlain lhe foIIoving connunicalion dala foi lhe oulpul naslei
iecoid you jusl nainlained.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 535
Unit 14: SaIes Scenarios SCM605
Task 7
Tesl youi sellings ly liying lo cieale a saIe lo an enpIoyee.
1. Cieale a saIe lo an enpIoyee
Oidei Type ZB##
Cuslonei ES##
Addiess addiess of youi choice
Whal aie lhe leins of deIiveiy foi lhe oidei`
Whal aie lhe leins of paynenl`
Whal aie lhe leins of deIiveiy foi lhe oidei`
Can you save lhe docunenl` Why oi vhy nol`
2. Lnlei lhe foIIoving lvo ilens.
Ma|cria| T-ATM## (1 unit)
Ma|cria| T-ATN## (1 unit)
Which discounls veie found`
3. Which ilen calegoiies did lhe syslen find foi lhe ilens in lhe saIes
docunenl`
||cn Ca|cgcrq
4. Save lhe oidei. Does lhe syslen aulonalicaIIy cieale a deIiveiy`
Ccn|inucd cn ncx| pagc
536 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
5. Check vhelhei lhe syslen aulonalicaIIy piinled lhe oulpul vhen
you saved lhe saIes docunenl.
DispIay lhe oulpul on youi scieen.
6. Whal lype of deIiveiy has leen ciealed`
Which ilen calegoiy does lhe syslen find foi lhe deIiveiy ilens`
Iosl lhe goods issue.
7. Cieale a liIIing docunenl foi lhe liansaclion.
To vhich docunenl does lhe liIIing docunenl iefei`
Wheie is lhis sel in Cuslonizing`
Whal is lhe liIIing docunenl lype`
Check lhe accounling docunenl. To vhich accounls veie lhe
inconing paynenls posled`
8. Did lhe syslen aulonalicaIIy deleinine an oulpul in lhe liIIing
docunenl foi piinling lhe invoice` Why oi vhy nol`
9. Look al lhe docunenl fIov foi lhe vhoIe piocess. Check lhe oveiaII
piocessing slalus of lhe individuaI docunenls.
April 2003 © 2002 SAP AG. All rights reserved. 537
Unit 14: SaIes Scenarios SCM605
SoIution 22: SaIes to EmpIoyees
Task 1
Cieale a saIes docunenl lype foi ZB##vilh desciiplion E5##-5a!cs.
1. To do lhis, copy lhe C5 Cash 5a!cs oidei lype. Lnsuie lhal aII ieIaled
lalIe enliies aie copied.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
l) SeIecl saIes docunenl lype C5.
c) SeIecl Ccpq as.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Sa|cs dccuncn| |qpc ZB##
Dcscrip|icn ES##-Sales
e) Choose |n|cr lo confiin youi enliies.
f) In lhe Dcpcndcn| cn|rics fcr ccpqing ccn|rc| diaIog lox, confiin lhe
queslion, Is this entry also relevant for copying
control? vilh Ycs.
g) Choose Satc.
2. Configuie lhe nev docunenl lype such lhal lhe shipping condilion
is: As snnn as pnssIb!c (01).
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
l) SeIecl youi nev saIes docunenl lype, Z8##.
c) Choose Cnangc.
d) In lhe Snipping ccndi|icns fieId, enlei 01 (As soon as
possible).
e) Choose Satc.
3. A vide iange of checks and funclions can le aclivaled in lhe saIes
docunenl lype, such as checking foi open conliacls oi seaiching foi
cuslonei-naleiiaI info iecoids. These checks lake pIace in docunenl
piocessing and, lheiefoie, affecl syslen peifoinance.
Ccn|inucd cn ncx| pagc
538 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
Lnsuie lhal aII lhe checks and funclions you do nol need have leen
deaclivaled.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
l) SeIecl youi nev saIes docunenl lype, Z8##.
You can deaclivale lhe foIIoving checks:
- Ciedil Iinil
- Iuichase oidei nunlei
- Connilnenl dale
- Open quolalions, oulIine agieenenls, and gioup naslei
conliacls nessages
- Iioducl alliilule nessages
- Iaynenl caids
4. Which enliy pievenls lhe usei fion saving inconpIele docunenls`
a) If lhe |nccnp|c|. ncssagcs fieId is aclivaled, lhe usei cannol save
inconpIele docunenls.
5. Whal effecl does lhe enliy in lhe Snipping ccndi|icns fieId have`
a) The shipping poinl is deleinined in lhe saIes docunenl fion
lhe shipping condilions, lhe deIiveiing pIanl, and lhe Ioading
gioup of lhe naleiiaI.
ßy pIacing lhe shipping condilion in docunenl lype
configuialion, lhe enliy in lhe cuslonei naslei is oveiiidden.
6. Which enliy causes a deIiveiy lo le ciealed aulonalicaIIy vhen lhe
saIes docunenl is saved`
a) The |nncdia|c dc|itcrq fieId is aclivaled ly X- Gcncra|c dc|itcrq
inncdia|c|q if quan|i|q is ccnfirncd fcr |cdaq.
7. Which enliies ensuie lhal lhe cuiienl dale is aulonalicaIIy used as
lhe iequesled deIiveiy dale`
a) The |cad |inc in daqs fieId is lIank.
The Prcpcsc dc|it. Da|c fieId is aclivaled.
8. Whal is lhe docunenl lype foi lhe deIiveiy`
a) DeIiveiy lype: BV Cash 5a!c
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 539
Unit 14: SaIes Scenarios SCM605
9. Make suie lhal lhe syslen does nol piopose a liIIing docunenl foi
deIiveiy-ieIaled liansaclions.
a) DeIele lhe enliy in lhe D|t-rc|. oi||ing |qpc fieId.
l) Choose Satc.
Task 2
Cieale a sepaiale ilen calegoiy lo enalIe an ilen conlioI lhal is
independenl of cash saIes.
1. Cieale a nev ilen calegoiy, ZB##, ly copying lhe ilen calegoiy BVN.
The desciiplion foi lhe nev ilen calegoiy shouId le C5##-Itcm. Use
lhe sellings fion lhe oiiginaI ilen calegoiy.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Dcfinc ||cn Ca|cgcrics.
l) SeIecl ilen calegoiy 8VN.
c) Choose Ccpq as.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
||cn ca|cgcrq ZB##
Dcscrip|icn ZB##-Item
e) Choose |n|cr lo confiin youi enliies.
f) In lhe Dcpcndcn| cn|rics fcr ccpqing ccn|rc| diaIog lox, confiin lhe
queslion, Is this entry also relevant for copying
control? vilh Ycs.
g) Choose Satc.
Ccn|inucd cn ncx| pagc
540 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
2. Make suie lhal ilen calegoiy ZB##is aulonalicaIIy deleinined foi
naleiiaIs vilh ilen calegoiy gioup NORM in saIes docunenl lype
ZB##.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Assign ||cn Ca|cgcrics.
l) SeIecl Pcsi|icn.
c) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Sa|cs dcc.|qpc ZB##
||cn ca|. grcup NORM
||cn usagc leave blank
||cnCa|-Hg|t||n leave blank
d) In lhe Df||C (dcfau|| i|cn ca|cgcrq) fieId, oveiviile 8VN vilh
ZB##.
e) SeIecl Dc|ai|s.
f) DeIele aII aIleinale ilen calegoiies.
g) Choose Satc.
3. Change ilen calegoiy ZB##foi deIiveiies. Iicking is nol needed
lecause lhe goods lhal aie loughl aie aIieady in lhe enpIoyee shop.
Theiefoie, deaclivale lhe Rc|ctan| fcr pic|ing fieId foi ilen calegoiy
ZB##of lhe deIiveiy.
a) |MG →|cgis|ics |xccu|icn →Snipping →Dc|itcrics →Dcfinc ||cn
Ca|cgcrics fcr Dc|itcrics.
l) SeIecl youi nev Ilen calegoiy, Z8##,
c) SeIecl Dc|ai|s.
d) Deaclivale lhe Rc|ctan| fcr pic|ing fieId.
e) Choose Satc.
Task 3
Cieale a nev inconpIelion pioceduie al lhe headei IeveI.
1. Copy lhe inconpIelion pioceduie lhal conlioIs docunenl lype C5.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 541
Unit 14: SaIes Scenarios SCM605
Iiisl deleinine vhich inconpIelion pioceduie is used, and lhen copy
lhe key enliy.
Nntc: In lhe Cnccsc |nc |cq frcn |nc a||cucd spacc nanc diaIog
lox, choose |n|cr lo skip lhe nessage.
a) To deleinine vhich inconpIelion pioceduie vas used, check
lhe coiiesponding assignnenl: |MG →Sa|cs and Dis|riou|icn →
8asic |unc|icns →|cg cf |nccnp|c|c ||cns →Assign |nccnp|c|icn
Prcccdurcs →Assign prcccdurcs |c |nc sa|cs dccuncn| |qpcs.
l) Choose saIes docunenl lype C5 and nole lhe assigned
inconpIelion pioceduie, Prnccdurc 11.
c) Copy lhe inconpIelion pioceduie lhal conlioIs docunenl lype
C5: |MG →Sa|cs and Dis|riou|icn →8asic |unc|icns →|cg cf
|nccnp|c|c ||cns →Dcfinc |nccnp|c|icn Prcccdurcs.
d) SeIecl inconpIelion gioup A.
e) In lhe diaIog sliucluie, choose Prcccdurcs.
f) Choose Cnangc.
g) SeIecl pioceduie 11.
h) SeIecl Ccpq as.
i) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
|nPrcc 60+##
Dcscrip|icn ES##-sales header
(To deleinine lhe |nPrcc fieId foi gioup 2O, 6O + gioup nunlei
2O = 8O, foi gioup O1, 6O + gioup nunlei O1 = 61)
Nntc: Choose |n|cr lo skip lhe diaIog lox nessage
(¨Choose lhe key fion lhe aIIoved nane space¨.
j) In lhe Spccifq cojcc| |c oc ccpicd diaIog lox, choose Ccpq a||.
k) Choose |n|cr lo confiin.
I) Choose Satc.
2. Change lhe nev inconpIelion pioceduie.
Renove lhe enliy foi lhe puichase oidei nunlei.
Ccn|inucd cn ncx| pagc
542 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
To slop lhe syslen fion ciealing fiee-of-chaige docunenls, add lhe
Nc| ta|uc cf |nc crdcr fieId.
a) SeIecl nev pioceduie 60+##,
l) In lhe diaIog sliucluie, choose |ic|ds.
c) To ienove lhe enliy foi lhe puichase oidei nunlei, seIecl lhe
enliy and choose Dc|c|c.
d) To slop lhe syslen fion ciealing fiee-of-chaige docunenls, add
lhe Nc| ta|uc cf |nc crdcr fieId ly choosing Ncu cn|rics.
e) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Tao|c VBAK
|ic|d NETWR
Scrccn KKON
S|a|us 01
larning leave blank
Ran|ing leave blank
f) Choose Satc.
3. Assign lhe pioceduie lo saIes docunenl lype ZB##.
Make suie lhal inconpIele docunenls cannol le saved.
a) Choose |xi|.
l) Assign |nccnp|c|icn Prcccdurcs →Assign prcccdurcs |c |nc sa|cs
dccuncn| |qpcs.
c) SeIecl saIes docunenl lype Z8##.
d) Oveiviile pioceduie 11 vilh 60+##.
e) Aclivale lhe |C-dia|cg fieId if il is nol aIieady aclivaled.
f) Choose Satc.
Task 4
The enpIoyees nusl le saved in lhe syslen as cusloneis so lhal you
can cieale oideis foi lhen. Duiing piojecl pIanning, il vas decided lhal
an individuaI cuslonei naslei iecoid is nol needed foi each enpIoyee.
Inslead, a coIIeclive naslei iecoid (one-line cuslonei accounl) can le
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 543
Unit 14: SaIes Scenarios SCM605
used foi enpIoyee saIes. Cieale a cuslonei naslei iecoid lhal viII le used
lo iecoid enpIoyee saIes ly copying cuslonei naslei iecoid CPD-LO615.
ConpIele lhe foIIoving infoinalion in lhe nev iecoid.
1. In Gcncra| Da|a, go lo lhe Addrcss lal page.
FIc!d namc Uscr cntry
Acccun| grcup One-time customer (CPDA)
Cus|cncr ES##
Ccn|inucd cn ncx| pagc
544 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
FIc!d namc Uscr cntry
Ccnpanq ccdc 1000 IDES AG
Sa|cs arca 1000, 10, 00
a) |cgis|ics →Sa|cs and dis|riou|icn → Mas|cr Da|a →8usincss
par|ncrs →Cus|cncr →Crca|c →Ccnp|c|c.
l) Lnlei lhe dala fion lhe lalIe leIov lo cieale lhe appiopiiale
cuslonei naslei iecoid.
FIc!d namc Uscr cntry
Acccun| grcup One-time customer
(CPDA)
Cus|cncr ES##
Ccnpanq ccdc 1000 IDES AG
Sa|cs arca 1000, 10, 00
In lhe Rcfcrcncc lIock, enlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Cus|cncr CPD-LO615 (sample
customer)
Ccnpanq ccdc 1000 IDES AG
Sa|cs arca 1000, 10, 00
c) Choose |n|cr.
d) Iion Gcncra| da|a, go lo lhe Addrcss lal page.
e) Lnlei Nanc: Sales employee ##
f) Lnlei Scarcn |crn: ES##
g) SeIecl Sa|cs arca da|a and go lo lhe Sa|cs lal page.
h) Lnlei Sa|cs cfficc: 1000 Frankfurt
i) Co lo lhe 8i||ing dccuncn| lal page.
j) Lnlei |ncc|crns: CPT (Carriage Paid To)
k) Lnlei Paqncn| |crns: 0001 (Pay immediately w/o
deduction)
I) Lnlei Tax c|assifica|icn: 1
n) Choose Satc.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 545
Unit 14: SaIes Scenarios SCM605
Task 5
Youi saIes nanagei has decided lhal each enpIoyee nay ieceive a lasic
discounl of 15°. Mainlain a condilion iecoid foi a cuslonei-specific
discounl.
1. Mainlain a naslei iecoid foi cuslonei-dependenl discounl K007
custnmcr dIscnunt of 15%.
a) |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr Da|a →Ccndi|icns →
Sc|cc| oq ccndi|icn |qpc →Crca|c.
l) Lnlei Ccndi|icn |qpc: K007
c) Choose Kcq Ccnoina|icn.
d) Choose |n|cr.
e) Mainlain lhe condilion iecoid.
FIc!d namc Uscr cntry
Cus|cncr ES##
Ra|c 15
f) Choose |n|cr lo ieliieve lhe dala fion lhe condilion lype.
g) Choose Satc.
Task 6
The syslen shouId piinl lhe invoice aulonalicaIIy as soon as lhe saIes
docunenl has leen saved.
1. Cieale an oulpul naslei dala iecoid. Use oulpul lype RD03.
Ccn|inucd cn ncx| pagc
546 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
The oulpul has leen configuied so lhal il is senl lo lhe liII-lo paily.
Sel up lhe naslei iecoid so lhal oulpul is piinled as soon as lhe
docunenl has leen saved.
a) |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr Da|a →Ou|pu| →
Sa|cs Dccuncn| →Crca|c.
l) Lnlei oulpul lype: RD03
c) Lnlei lhe dala fion lhe foIIoving lalIe.
FIc!d namc Uscr cntry
Sa|cs dccuncn| |qpc ZB##
Par|ncr func|icn BP
Mcdiun 1
Tinc 4
|anguagc DE
Nntc: Upon saving lhe iecoid, lhe syslen viII defauIl lhe
vaIue 1 (Prin| cu|pu|) in lhe Mcdiun fieId.
d) Choose Satc.
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April 2003 © 2002 SAP AG. All rights reserved. 547
Unit 14: SaIes Scenarios SCM605
2. Mainlain lhe foIIoving connunicalion dala foi lhe oulpul naslei
iecoid you jusl nainlained.
a) If you exiled lhe liansaclion foi nainlaining lhe oulpul naslei
iecoid, caII up lhe oulpul naslei iecoid you jusl ciealed in
change node: |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr Da|a →
Ou|pu| →Sa|cs Dccuncn| →Cnangc.
l) Lnlei Ou|pu| Tqpc: RD03
c) SeIecl Sa|cs dccuncn| |qpc: Z8##
d) Choose |n|cr.
e) SeIecl Ccnnunica|icn.
f) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Ou|pu| dcticc LP01
Prin| inncdia|c|q activate
Rc|casc af|cr cu|pu| activate
Nunocr cf ncssagc 1
g) Choose Satc.
Task 7
Tesl youi sellings ly liying lo cieale a saIe lo an enpIoyee.
1. Cieale a saIe lo an enpIoyee
Oidei Type ZB##
Cuslonei ES##
Addiess addiess of youi choice
Whal aie lhe leins of deIiveiy foi lhe oidei`
Whal aie lhe leins of paynenl`
Whal aie lhe leins of deIiveiy foi lhe oidei`
Ccn|inucd cn ncx| pagc
548 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
Can you save lhe docunenl` Why oi vhy nol`
a) |cgis|ics →Sa|cs and dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei Ordcr |qpc: ZB##
c) Lnlei Cus|cncr: ES##
d) Choose |n|cr.
e) In lhe Addrcss scieen, enlei an addiess of youi choice.
Nntc: OnIy lhe Ci|q fieId is iequiied.
f) Choose |n|cr.
g) Whal aie lhe leins of deIiveiy foi lhe oidei`
CPT (frnm thc custnmcr mastcr rccnrd): You can find lhis undei
Sa|cs ctcrticu in lhe Sa|cs lal.
h) Whal aie lhe leins of paynenl`
0001 (frnm custnmcr mastcr rccnrd):You can find lhis undei
Sa|cs ctcrticu in lhe Sa|cs lal.
i) Can you save lhe docunenl` Why oi vhy nol`
No. You haven´l enleied any ilens, so lhe nel vaIue of lhe
docunenl is zeio. ßecause lhe |nccnp|c|icn ncssagcs indicaloi
vas aclivaled, you cannol save an inconpIele docunenl.
j) Choose 8ac|.
2. Lnlei lhe foIIoving lvo ilens.
Ma|cria| T-ATM## (1 unit)
Ma|cria| T-ATN## (1 unit)
Which discounls veie found`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 549
Unit 14: SaIes Scenarios SCM605
a) Lnlei lhe foIIoving lvo ilens
Ma|cria| T-ATM## (1 unit)
Ma|cria| T-ATN## (1 unit)
l) SeIecl i|cn 10.
c) Choose Ccndi|icns.
Which discounls veie found`
KOO7, 15° cuslonei discounl, vas found.
3. Which ilen calegoiies did lhe syslen find foi lhe ilens in lhe saIes
docunenl`
||cn Ca|cgcrq
a) Gc|c →Otcrticu.
l) Which ilen calegoiies did lhe syslen find foi lhe ilens in lhe
saIes docunenl`
||cn ca|cgcrq: ZB20
4. Save lhe oidei. Does lhe syslen aulonalicaIIy cieale a deIiveiy`
a) Choose Satc.
l) Does lhe syslen aulonalicaIIy cieale a deIiveiy`
Yes. Message in slalus lai: ES##-Sales #### has been
saved (delivery ######## created).
5. Check vhelhei lhe syslen aulonalicaIIy piinled lhe oulpul vhen
you saved lhe saIes docunenl.
DispIay lhe oulpul on youi scieen.
a) Sa|cs dccuncn| →Disp|aq.
l) Choose |n|cr.
c) |x|ras → Ou|pu| → Hcadcr → |di|. Cieen liaffic Iighl =
successfuIIy piocessed. Oi, vhiIe in lhe saIes docunenl, choose
Hcadcr cu|pu| prcticu.
6. Whal lype of deIiveiy has leen ciealed`
Ccn|inucd cn ncx| pagc
550 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
Which ilen calegoiy does lhe syslen find foi lhe deIiveiy ilens`
Iosl lhe goods issue.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Snipping and Transpcr|a|icn →
Ou|ocund Dc|itcrq →Cnangc →Sing|c Dccuncn|.
IiII in lhe deIiveiy docunenl nunlei lhal vas aulonalicaIIy
ciealed ly lhe syslen aflei saving lhe ZB##oidei docunenl.
l) Choose |n|cr.
c) Choose Hcadcr dc|ai|s.
d) Co lo Adninis|ra|icn lal page.
e) Co lo lhe Dc|itcrq |qpc fieId.
Whal lype of deIiveiy has leen ciealed`
DeIiveiy lype BV has leen ciealed.
f) Choose 8ac|.
g) On lhe ||cn ctcrticu scieen, find lhe ||cn Ca|cgcrq fieId.
Which ilen calegoiy does lhe syslen find foi lhe deIiveiy ilens`
The syslen finds ilen calegoiy ZB##.
h) Choose Pcs| gccds issuc.
7. Cieale a liIIing docunenl foi lhe liansaclion.
To vhich docunenl does lhe liIIing docunenl iefei`
Wheie is lhis sel in Cuslonizing`
Whal is lhe liIIing docunenl lype`
Check lhe accounling docunenl. To vhich accounls veie lhe
inconing paynenls posled`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 551
Unit 14: SaIes Scenarios SCM605
a) |cgis|ics →Sa|cs and Dis|riou|icn →8i||ing →8i||ing Dccuncn|
→ Crca|c.
To vhich docunenl does lhe liIIing docunenl iefei`
The liIIing docunenl iefeis lo lhe saIes docunenl.
Wheie is lhis sel in Cuslonizing`
|MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Dcfinc ||cn Ca|cgcrics
||cn ca|cgcrq: ZB## Rc|ctan| |c oi||ing: B
Whal is lhe liIIing docunenl lype`
See lilIe lai of lhe 8V scieen.
l) Choose Satc.
c) Check lhe accounling docunenl: 8i||ing dccuncn| →Cnangc →
|ntircnncn| →Disp|aq dccuncn| f|cu.
d) SeIecl lhe accounling docunenl.
e) Choose Disp|aq dccuncn|.
To vhich accounls veie lhe inconing paynenls posled`
Accounl nunlei: 1OOOOO Ielly cash
8. Did lhe syslen aulonalicaIIy deleinine an oulpul in lhe liIIing
docunenl foi piinling lhe invoice` Why oi vhy nol`
a) Choose 8ac| (lvice).
l) Choose |n|cr.
c) Gc|c →Hcadcr →Ou|pu|.
Did lhe syslen aulonalicaIIy deleinine an oulpul in lhe liIIing
docunenl foi piinling lhe invoice` Why oi vhy nol`
No. As soon as lhe oidei vas saved, an invoice vas piinled and
given lo lhe cuslonei.
Ccn|inucd cn ncx| pagc
552 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: SaIes to EmpIoyees
9. Look al lhe docunenl fIov foi lhe vhoIe piocess. Check lhe oveiaII
piocessing slalus of lhe individuaI docunenls.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Disp|aq →
|ntircnncn| →Disp|aq dccuncn| f|cu.
l) SeIecl lhe fiisl docunenl.
c) Choose S|a|us ctcrticu.
d) Repeal sleps l and c foi each successive docunenl in lhe
docunenl fIov.
April 2003 © 2002 SAP AG. All rights reserved. 553
Unit 14: SaIes Scenarios SCM605
Lesson Summary
You shouId nov le alIe lo:
- Cuslonize saIes and shipping lo suppoil lhe lusiness iequiienenl of
saIes lo enpIoyees
- Define a one-line cuslonei and aclivale speciaI piicing
554 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
Lesson:
449
BiIIs of MateriaI (BOMs)
Lesson Duialion: 2 houis
Lesson Overview
In lhis Iesson, ve viII Ieain hov lo cuslonize SAI R/3 lo aulonalicaIIy
expand liIIs of naleiiaI in lhe saIes oidei, Ieading lo lhe geneialion of
nuIlipIe puichase oideis foi lhe ßOM´s conponenls.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Cieale a ßOM lo le used in lhe saIes piocess
- LxpIain lhe funclions and cuslonizing oplions of lhe ilen calegoiies
and scheduIe Iine calegoiies lhal aie iequiied lo suppoil seIIing
naleiiaIs vilh ßOMs
The inlioduclion foi lhe scenaiio shouId Iasl aloul 1O lo 15 ninules and
shouId ansvei lhe foIIoving queslions: Whal kind of lusiness lackgiound
is lhe scenaiio lased on`, Hov can lhe SD piocess le ieaIized in delaiI`,
and Whal lasks face lhe pailicipanls (Cuslonizing, naslei dala, ...)`
Business ExampIe
SeveiaI naleiiaIs can oflen le soId logelhei as sels oi packages. These aie
sloied in R/3 as liIIs of naleiiaI (ßOMs). Lach sepaiale naleiiaI in lhe
liII can le configuied individuaIIy.
Youi conpany, IDLS, speciaIizes in conlining IC packages lo neel
cusloneis´ individuaI iequiienenls. Il is youi jol lo cieale lhe sellings
foi lhese IC packages.
BiIIs of MateriaI (BOMs)
NoinaIIy, lhe lusiness iequesls fion lhis scenaiio aie nel using vaiianl
configuialion.
If you vanl lo discuss lhis vilh lhe pailicipanls, you can aIso quickIy
dispIay vaiianl configuialion in lhe syslen, using lhe foIIoving dala:
SaIes docunenl lype: OR
SaIes aiea: 1000 and 10 and 00
April 2003 © 2002 SAP AG. All rights reserved. 555
Unit 14: SaIes Scenarios SCM605
Cuslonei: 1000
Ship-lo paily: 1000
MaleiiaI 1: P-500 (standard)
MaleiiaI 2: P-501 (wIth sa!cs nrdcr BOM) OR
P-502 (mu!tI!cvc!)
Moie delaiIed liaining in vaiianl configuialion is avaiIalIe in lhe foIIoving
couises: LO990 and LO991.
You aie a speciaIisl in seIIing ICs configuied lo lhe individuaI cuslonei´s
iequiienenls.
The conponenls aie ollained fion a disliiluloi vho is in conlacl vilh
lhe pioduceis in lhe Iai Lasl. The conponenls aie nol oideied fion lhe
disliiluloi unliI lhe cuslonei has pIaced an oidei foi lhe IC. This ieduces
vaiehouse slock and, lheiefoie, capilaI lie-up.
You cuslonei nay aIso oidei iepIacenenl pails.
The IC conponenls cone fion diffeienl vendois. Requiienenls aie
lheiefoie liansfeiied lo puichasing al lhe conponenl IeveI, lhis neans lhal
one oidei couId geneiale seveiaI puichase oideis.
An avaiIaliIily check in lhe oidei is nol necessaiy lecause lhe conponenls
aie oideied diieclIy fion lhe disliiluloi.
The deIiveiy nole nusl conlain delaiIs of lolh lhe IC and aII of ils
conponenls.
The invoice conlains lhe vhoIe package vilh lhe quanlily lhal vas
deIiveied. AII of lhe conponenls shouId le Iisled in lhe invoice.
556 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
Figure 115: BOMs - Expanding BOMs in SaIes Order
If lheie is a liII of naleiiaI naslei iecoid foi lhe naleiiaI, il can le
expanded in lhe saIes docunenl.
You can conlioI lhe funclion of each ilen calegoiy vhen you define il. The
scheduIe Iine calegoiies aie deleinined dependenl on lhe iespeclive ilen
calegoiy. These sellings can aIso le cuslonized.
In lhe saIes docunenl, fiisl lhe naleiiaI lhal has a liII of naleiiaI is enleied
in lhe oidei and lecones lhe nain ilen of lhe liII of naleiiaI.
Figure 116: BOMs - Expanding BOMs in SaIes Order (2)
Second, lhe ilen calegoiy of lhe nain ilen is deleinined, lhis ilen
calegoiy conlioIs vhelhei and hov lhe ßOM is expanded.
April 2003 © 2002 SAP AG. All rights reserved. 557
Unit 14: SaIes Scenarios SCM605
Figure 117: BOMs - Expanding BOMs in SaIes Order (3)
Thiid, if lhe ßOM shouId le expanded, lhe syslen does il aulonalicaIIy.
The conponenls aie lhen Iisled in lhe docunenl as sul-ilens foi lhe
nain ilen.
Figure 118: BOMs - Expanding BOMs in SaIes Order (4)
Iouilh, lhe syslen deleinines an ilen calegoiy foi each sul-ilen.
You can conlioI lhe funclions of each ilen calegoiy vhen you define il.
The scheduIe Iine calegoiies aie deleinined dependenl on lhe iespeclive
ilen calegoiy. These sellings can aIso le cuslonized.
558 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
DeIiveiy and ßiIIing Docunenls: once lhe puichase iequisilion has leen
ciealed aulonalicaIIy, lhe SD piocess has finished and il is liansfeiied lo
Iuichasing. Hovevei, in oidei lo conlinue lhe piocess in lhis voikshop,
slock has leen ciealed in lhe liaining syslen foi lhe ßOM conponenls.
This aIIovs lhe pailicipanls lo cieale deIiveiies and liIIing docunenls foi
lhe oideis so lhal lhey can check lhe sellings lhey nade foi conlioIIing lhe
liII of naleiiaIs in lhe deIiveiy and liIIing docunenls
- Crcatc liIIs of naleiiaI
- Modify sa!cs nf dncumcnt typc
- Cieale youi ovn Itcm catcgnry grnups
- Cieale and assign suilalIe schcdu!c !Inc catcgnrIcs
- Idenlify and assign youi ovn Itcm catcgnrIcs
- Ceneiale lhe aulonalic purchasc rcquIsItInn
- Tcst lhe liIIs of naleiiaI in lhe appIicalion
April 2003 © 2002 SAP AG. All rights reserved. 559
Unit 14: SaIes Scenarios SCM605
560 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
453 Exercise 23: BiIIs of MateriaI in SaIes and
Distribution
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- Cieale an ilen calegoiy gioup
- Cieale a saIes ßOM
- Cieale and assign ilen calegoiies
- Cieale and assign scheduIe Iine calegoiies
- Sel up aulonalic puichase iequisilions
- Tesl lhe piocess
Business ExampIe
Youi conpany, IDLS, is a liading conpany lhal speciaIizes in seIIing
peisonaI conpuleis lhal aie designed lo neel youi cuslonei´s specific
iequiienenls. You ollain lhe conponenls fion a disliiluloi vho is in
conlacl vilh pioduceis in lhe Iai Lasl. The conponenls aie nol oideied
fion lhe disliiluloi unliI lhe cuslonei has pIaced an oidei foi lhe IC. This
ieduces vaiehouse slock and, lheiefoie, capilaI lie-up.
Ioi you lo le alIe lo oidei lhe individuaI conponenls of a IC fion
diffeienl disliilulois, iequiienenls have lo le liansfeiied lo lhe
puichasing depailnenl al lhe conponenl IeveI. This neans lhal one saIes
oidei couId Iead lo seveiaI puichase oideis. Hovevei, lhe invoice onIy
conlains lhe quanlily lhal vas deIiveied.
Youi cusloneis aie aIso alIe lo puichase individuaI spaie pails. This
neans lhal you sliII have lo le alIe lo piice lhe conponenls individuaIIy.
You vanl lo deleinine lhe cosl foi aII conponenls foi slalislics and
conlioIIing puiposes.
The deIiveiy nole and lhe liIIing docunenl shouId conlain lolh lhe IC
and aII ils ieIevanl conponenls.
An avaiIaliIily check is nol necessaiy foi lhe oidei lecause you piocuie
lhe conponenls diieclIy fion lhe disliiluloi.
Change lhe sellings foi a liII of naleiiaI (ßOM) in SaIes & Disliilulion so
lhal il can fuIfiII aII lhese iequiienenls.
System Data
5ystcm: As assigned.
April 2003 © 2002 SAP AG. All rights reserved. 561
Unit 14: SaIes Scenarios SCM605
C!Icnt: As assigned.
Uscr ID: As assigned.
Passwnrd: As assigned.
Task 1
BOMs
Save a IC package in youi syslen as a singIe-IeveI liII of naleiiaI ly using
lhe naleiiaIs ciealed foi you in lhe liaining syslen.
1. Cieale a ßOM foi naleiiaI T-AT5##foi pIanl 12OO and ßOM usage 5.
HInt: Lnlei lhe ßOM ilens vilh lhe ßOM ilen calegoiy L
(stock item).
2. Check vhelhei lhe ilens in lhe ßOM aie ieIevanl foi saIes docunenls.
Hov is lhis achieved`
3. Which ilen calegoiy gioups aie assigned lo lhe naleiiaIs in lhe
ßOM foi saIes oiganizalion 1000 and disliilulion channeI 10 in lhe
naleiiaI naslei`
MatcrIa! Itcm Catcgnry Grnup
T-ATS##
T-ATT##
T-ATU##
T-ATV##
T-ATW##
Task 2
Crcatc an nrdcr
Check youi nev saIes and disliilulion ßOM ly ciealing an oidei in lhe
lesl syslen.
1. Cieale an oidei foi lhe ßOM you have jusl ciealed.
FIc!d namc Uscr cntry
Dccuncn| |qpc ZA##
Sa|cs arca 1000 10 00
Cus|cncr T-L63D##
Ccn|inucd cn ncx| pagc
562 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
FIc!d namc Uscr cntry
PO nunocr BOM## – 01
Ma|cria| T-ATS## (1 unit)
Does lhe syslen expIode lhe ßOM`
2. Whal ilen calegoiies aie aulonalicaIIy chosen ly lhe syslen foi lhe
nain and sul-ilens`
3. Al vhal IeveI does piicing lake pIace` Wheie is lhis conlioIIed in
Cuslonizing`
4. Which ilens viII appeai in lhe liIIing docunenl` Why`
5. Which scheduIe Iine calegoiies does lhe syslen find foi lhe nain
and sul-ilens`
Task 3
5a!cs dncumcnt typc
AIlhough you aie using SaIes & Disliilulion ßOMs in saIes docunenl lype
ZA##, lhe iesl of saIes piocessing in youi conpany is lhe sane as lhal in
R/3. Theiefoie, deIiveiies aie ciealed foi deIiveiy lype LF and liIIing
docunenls vilh liIIing docunenl lype F2.
1. Check vhelhei lhe coiiecl defauIl vaIues have leen aclivaled in youi
saIes docunenl lype and, if necessaiy, change any sellings.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 563
Unit 14: SaIes Scenarios SCM605
DeIiveiy lype:
Oidei-ieIaled liIIing docunenl
lype:
DeIiveiy-ieIaled liIIing
docunenl lype:
2. The ilens in lhe saIes docunenl shouId le nunleied in 1OOs. When
you expand a ßOM, lhe sul-ilens shouId le nunleied in 1Os.
Configuie youi saIes docunenl lype accoidingIy.
Task 4
Itcm catcgnry In thc sa!cs nrdcr
You aie using lhe sellings aIieady defined in Cuslonizing foi SAI R/3 foi
youi ßOM sellings. Theiefoie, copy lhe ilen calegoiies fion lhe slandaid
syslen.
You vanl lhe foIIoving lo lake pIace in youi ßOMs: Iiicing shouId le
caIcuIaled foi lhe vhoIe package, lhe deIiveiy nole shouId conlain aII
lhe ilens in lhe package, lhe invoice shouId conlain lhe nain ilen and
ils conponenls vilh lhe quanlilies lhal veie acluaIIy deIiveied, and lhe
vhoIe ßOM shouId expand in lhe saIes docunenl.
1. The sellings lhal you configuie in lhe nain ilen aie vaIid foi lhe
vhoIe package.
Cieale a nev ilen calegoiy, ZH##, vilh desciiplion Packagc##-MI
ly copying ilen calegoiy TAQ.
2. If necessaiy, change ilen calegoiy ZH##lo neel youi needs. Nole
lhe Pricing, Rc|ctan| fcr oi||ing, Scncdu|c |incs a||cucd, S|ruc|urc sccpc,
App|ica|icn, and Dc|crninc ccs| fieIds.
3. The sellings al lhe sul-ilen IeveI conlioI aII of lhe lasks lhal you vanl
lo inpIenenl sepaialeIy foi each ilen.
Cieale a nev ilen calegoiy ZU##vilh desciiplion Packagc##-5I
ly copying ilen calegoiy TAE.
4. If necessaiy, change ilen calegoiy ZU## so lhal il neels youi
iequiienenls. Nole lhe Pricing, Rc|ctan| fcr oi||ing, Scncdu|c |incs
a||cucd, S|ruc|urc sccpc, App|ica|icn, and Dc|crninc ccs| fieIds.
5. If you vanl lo seII lhe conpulei pails sepaialeIy, lheie shouId le a
sepaiale ilen calegoiy in lhe saIes docunenl.
Cieale a nev ilen calegoiy, ZN##, vilh desciiplion PC parts##ly
copying TAN.
Ccn|inucd cn ncx| pagc
564 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
6. If necessaiy, change ilen calegoiy ZN##lo neel youi iequiienenls.
Nole lhe Pricing, Rc|ctan| fcr oi||ing, Scncdu|c |incs a||cucd, S|ruc|urc
sccpc, and App|ica|icn fieIds.
Task 5
DcfInc Itcm catcgnry grnup
In oidei lo use lhe conlioIs lhal have leen defined foi ßOMs in lhe
slandaid syslen, you decide lo cieale a lhiid, independenl conlioI.
1. Define lhe nev ilen calegoiy gioup Z0##vilh desciiplion MTPO5
Grnup##.
2. Change lhe ilen calegoiy gioup of youi ßOM pioducl, T-AT5##,
lo Z0##
Task 6
AssIgn Itcm catcgnrIcs
The nev ilen calegoiies shouId le used in lhe saIes docunenl lype ZA##.
1. Configuie lhe sellings so lhal lhe syslen finds lhe nev ilen calegoiy
ZH##Packagc##-MI foi lhe nain ilen of lhe ßOM.
2. Configuie lhe sellings so lhal lhe syslen finds lhe nev ilen calegoiy
ZU##Packagc##-5I foi lhe sul-ilens in lhe ßOM.
3. Configuie lhe sellings so lhal vhen you seII individuaI conpulei
pails, lhe syslen finds lhe nev ilen calegoiy ZN##PC parts##and
no olhei aIleinalives aie possilIe.
Task 7
5chcdu!c !Inc catcgnry
The conponenls shouId le aulonalicaIIy oideied fion lhe disliiluloi
vhen lhe saIes oidei is saved.
Nntc: Tvo scheduIe Iine calegoiies have leen ciealed in lhe
liaining syslen foi youi gioup.
1. Which selling in lhe scheduIe Iine calegoiy ensuies lhal a deIiveiy
ilen is ciealed fion lhe scheduIe Iine`
2. Which selling in lhe scheduIe Iine calegoiy ensuies lhal goods issue
is posled lo invenloiy nanagenenl`
3. ScheduIe Iine calegoiy ZH has leen ciealed lo conlioI lhe nain ilen.
Check lhe foIIoving fieIds in Cuslonizing:
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Unit 14: SaIes Scenarios SCM605
Ilen ieI. f. dIv
Movenenl lype
AvaiIaliIily check
Tiansfei of iequiienenls
4. ScheduIe Iine calegoiy ZU Indv.Purchasc Ordcr has leen ciealed lo
conlioI lhe sul-ilens. Check lhe foIIoving fieIds in Cuslonizing:
Ilen ieI. f. dIv
Movenenl lype
Tiansfei of iequiienenls
AvaiIaliIily check
5. If an oidei is pIaced foi a IC, you vanl puichase iequisilion ciealion
lo lake pIace aulonalicaIIy foi lhe conponenls.
Once lhe puichase iequisilion has leen ciealed aulonalicaIIy, lhe SD
piocess has finished and il is liansfeiied lo Iuichasing. Hovevei, in
oidei lo conlinue lhe piocess in lhis voikshop, slock has leen ciealed
in lhe liaining syslen foi lhe ßOM conponenls.
This aIIovs lhe pailicipanls lo cieale deIiveiies and liIIing docunenls
foi lhe oideis so lhal lhey can check lhe sellings lhey nade foi
conlioIIing lhe liII of naleiiaIs in lhe deIiveiy and liIIing docunenls.
AII lhe necessaiy infoinalion is conlained in lhe scheduIe Iines in lhe
saIes oidei. Inpoilanl conlioI paianeleis veie aIieady deleinined
foi puichase iequisilion ciealion vhen you defined lhe scheduIe Iine
calegoiy in lhe saIes oidei. Check lhe foIIoving enliies in scheduIe
Iine calegoiy ZU foi lhe sul-ilens in lhe ßOM:
Iuichase oidei lype
I.ieq.deI.sched
Ilen calegoiy
Accl. assigl cal.
Task 8
AssIgn schcdu!c !Inc catcgnry
1. Which MRI lype vas assigned lo each naleiiaI in lhe ßOM foi pIanl
1200 in lhe naleiiaI naslei iecoid`
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SCM605 Lesson: BiIIs of MateriaI (BOMs)
2. Configuie youi sellings so lhal lhe syslen finds scheduIe Iine
calegoiy ZH foi lhe nain ilen in lhe ßOM.
3. Configuie youi sellings so lhal lhe syslen finds scheduIe Iine
calegoiy ZU foi lhe sul-ilens in lhe ßOM.
4. Configuie lhe sellings so lhal lhe syslen finds lhe scheduIe Iine
calegoiy ZU puichase oidei foi ilens in calegoiy ZN##.
Task 9
Itcm catcgnry In thc dc!Ivcry
ßecause lhe IC lo le deIiveied lo lhe cuslonei consisls of individuaI
conponenls lhal have aII leen oideied, you decide lhal lhe syslen shouId
pick lhe goods al conponenl IeveI.
1. Lnsuie lhal lhe conponenls in lhe ßOM have lo le picked ly
configuiing deIiveiy ilen calegoiy ZU##so lhal il is lhe sane as
deIiveiy ilen calegoiy TAN.
2. Lnsuie lhal lhe nain ilen in lhe ßOM, ZH##, is nol picked.
3. Hov does deIiveiy ilen calegoiy ZN## iespond vilh iegaid lo
picking`
Check, and, if necessaiy, change lhe sellings.
Task 10
Crcatc an nrdcr
Tesl youi ßOM in a saIes oidei.
1. Cieale an oidei vilh saIes docunenl lype ZA##and saIes aiea 1000
and 10 and 00 foi cuslonei T-L63D##vilh puichase oidei nunlei
BOM##-02.
Wilh a deIiveiy dale In twn wccks, oidei 1 unIt of naleiiaI T-AT5##.
Does lhe syslen expand lhe liII of naleiiaI`
2. Which ilen nunleis does lhe syslen give lhe ßOM`
3. Does lhe syslen aulonalicaIIy use youi ilen calegoiies foi lhe nain
and sul-ilens`
4. Does lhe syslen aulonalicaIIy use youi scheduIe Iine calegoiies`
5. Youi cuslonei adds lvo noie nonilois lo lhe oiiginaI oidei. Change
lhe oidei and enlei an ilen vilh naleiiaI T-ATW##.
Whal is lhe ilen nunlei of lhis ilen`
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Unit 14: SaIes Scenarios SCM605
6. Which ilen and scheduIe Iine calegoiies does lhe syslen use foi lhe
nev ilen`
7. Did lhe syslen caIcuIale a piice foi lhis naleiiaI` Why oi vhy nol`
8. You can caII up lhe puichase iequisilion diieclIy fion lhe saIes
docunenl and edil il lheie. Navigale fion lhe oidei lo lhe puichase
iequisilion.
9. DeIivei lhe oidei. Does lhe syslen expand lhe ßOM in lhe deIiveiy
nole`
Iick lhe deIiveiy ly ciealing a liansfei oidei (vaiehouse nunlei:
O12). Iosl lhe goods issue.
1O. ßiII lhe deIiveiy.
Does lhe syslen expand lhe ßOM in lhe liIIing docunenl`
568 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
SoIution 23: BiIIs of MateriaI in SaIes and
Distribution
Task 1
BOMs
Save a IC package in youi syslen as a singIe-IeveI liII of naleiiaI ly using
lhe naleiiaIs ciealed foi you in lhe liaining syslen.
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Unit 14: SaIes Scenarios SCM605
1. Cieale a ßOM foi naleiiaI T-AT5##foi pIanl 12OO and ßOM usage 5.
HInt: Lnlei lhe ßOM ilens vilh lhe ßOM ilen calegoiy L
(stock item).
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Prcduc|s →
8i||s cf na|cria| →8i|| cf na|cria| →Ma|cria| 8OM→Crca|c.
l) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Ma|cria| T-ATS##
P|an| 1200 Dresden
8OM usagc 5 Sales and distribu-
tion
VaIid fion Today
c) Choose |n|cr.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
||cn 10 T-ATT## (1 unit)
||cn 20 T-ATU## (1 unit)
||cn 30 T-ATV## (4 units)
||cn 40 T-ATW## (1 unit)
e) Choose Satc.
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570 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
2. Check vhelhei lhe ilens in lhe ßOM aie ieIevanl foi saIes docunenls.
Hov is lhis achieved`
a) 8i|| cf na|cria| → Ma|cria| 8OM → Cnangc → Gc|c → ||cn
Otcrticu.
l) SeIecl ilen 1O
c) Gc|c → ||cn.
d) Co lo lhe S|a|us/|cng |cx| lal page.
Hov is lhis achieved`
The ilen has leen sel lo slalus rc!cvant tn sa!cs. When you
cieale a ßOM, lhis slalus is aulonalicaIIy aclivaled lecause lhe
ßOM has leen ciealed as a SaIes & Disliilulion ßOM (usage
indicaloi: 5 SaIes and disliilulion).
3. Which ilen calegoiy gioups aie assigned lo lhe naleiiaIs in lhe
ßOM foi saIes oiganizalion 1000 and disliilulion channeI 10 in lhe
naleiiaI naslei`
MatcrIa! Itcm Catcgnry Grnup
T-ATS##
T-ATT##
T-ATU##
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April 2003 © 2002 SAP AG. All rights reserved. 571
Unit 14: SaIes Scenarios SCM605
MatcrIa! Itcm Catcgnry Grnup
T-ATV##
T-ATW##
a) Ioi each ilen, foIIov: |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr
Da|a →Prcduc|s →Ma|cria|s →Trading gccds →Disp|aq.
HInt: Aflei Iooking al lhe ilen calegoiy gioup foi lhe
fiisl ilen, you can use lhe O|ncr na|cria| lullon. SeIecl
lhe appiopiiale viev and enlei oiganizalionaI unils.
l) Choose Sc|cc| ticu(s).
c) Choose Sa|cs. Sa|cs Org. Da|a 2.
d) Choose |n|cr.
e) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
P|an| 1200
Sa|cs crg. 1000
Dis|r. cnannc| 10
f) Choose |n|cr.
MatcrIa! Itcm Catcgnry Grnup
T-ATS## ERLA
T-ATT## NORM
T-ATU## NORM
T-ATV## NORM
T-ATW## NORM
Task 2
Crcatc an nrdcr
Check youi nev saIes and disliilulion ßOM ly ciealing an oidei in lhe
lesl syslen.
1. Cieale an oidei foi lhe ßOM you have jusl ciealed.
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572 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
FIc!d namc Uscr cntry
Dccuncn| |qpc ZA##
Sa|cs arca 1000 10 00
Cus|cncr T-L63D##
PO nunocr BOM## – 01
Ma|cria| T-ATS## (1 unit)
Does lhe syslen expIode lhe ßOM`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei saIes docunenl lype ZA##.
c) Choose |n|cr.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Dccuncn| |qpc ZA##
Sa|cs arca 1000 10 00
Cus|cncr T-L63D##
PO nunocr BOM## – 01
Ma|cria| T-ATS## (1 unit)
e) Choose |n|cr.
Does lhe syslen expIode lhe ßOM`
Yes
f) Choose Satc.
2. Whal ilen calegoiies aie aulonalicaIIy chosen ly lhe syslen foi lhe
nain and sul-ilens`
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Unit 14: SaIes Scenarios SCM605
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) Co lo lhe Sa|cs lal page.
Itcm Catcgnry
Main ilen TAQ
Sul-ilens TAE
3. Al vhal IeveI does piicing lake pIace` Wheie is lhis conlioIIed in
Cuslonizing`
a) SeIecl ilen 1O.
l) Choose Ccndi|icns.
c) Choose Ncx| i|cn.
Al vhal IeveI does piicing lake pIace`
Iiicing lakes pIace al lhe nain ilen IeveI.
Wheie is lhis conlioIIed in Cuslonizing`
|MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Dcfinc ||cn Ca|cgcrics.
d) SeIecl TAE and TAQ.
e) Choose Dc|ai|s.
Ilen calegoiy TAL is nol ieIevanl lo piicing.
f) Choose Ncx| cn|rq.
Ilen calegoiy TAQ is ieIevanl lo piicing.
4. Which ilens viII appeai in lhe liIIing docunenl` Why`
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574 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Dcfinc ||cn Ca|cgcrics.
l) SeIecl TAE and TAQ.
c) Choose Dc|ai|s.
d) Choose Ncx| cn|rq.
Which ilens viII appeai in lhe liIIing docunenl`
OnIy lhe nain ilen. OnIy ilen calegoiy TAQ is ieIevanl lo
liIIing.
5. Which scheduIe Iine calegoiies does lhe syslen find foi lhe nain
and sul-ilens`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc
l) SeIecl ilen 1O.
c) Choose Scncdu|c |incs fcr i|cn.
d) Choose Ncx| cn|rq.
5chcdu!c LInc Catcgnry
Main ilen CN
Sul-ilens CT
Task 3
5a!cs dncumcnt typc
AIlhough you aie using SaIes & Disliilulion ßOMs in saIes docunenl lype
ZA##, lhe iesl of saIes piocessing in youi conpany is lhe sane as lhal in
R/3. Theiefoie, deIiveiies aie ciealed foi deIiveiy lype LF and liIIing
docunenls vilh liIIing docunenl lype F2.
1. Check vhelhei lhe coiiecl defauIl vaIues have leen aclivaled in youi
saIes docunenl lype and, if necessaiy, change any sellings.
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Unit 14: SaIes Scenarios SCM605
DeIiveiy lype:
Oidei-ieIaled liIIing docunenl
lype:
DeIiveiy-ieIaled liIIing
docunenl lype:
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| Hcadcr →Dcfinc Sa|cs Dccuncn| Tqpcs.
l) SeIecl saIes docunenl lype ZA##.
c) Choose Dc|ai|s.
DeIiveiy lype: LF
Oidei-ieIaled liIIing
docunenl lype:
F2
DeIiveiy-ieIaled liIIing
docunenl lype:
F2
2. The ilens in lhe saIes docunenl shouId le nunleied in 1OOs. When
you expand a ßOM, lhe sul-ilens shouId le nunleied in 1Os.
Configuie youi saIes docunenl lype accoidingIy.
a) Lnlei lhe dala fion lhe lalIe leIov.
Ilen no. incienenls: 100
Sul-ilen incienenl: 10
l) Choose Satc.
Task 4
Itcm catcgnry In thc sa!cs nrdcr
You aie using lhe sellings aIieady defined in Cuslonizing foi SAI R/3 foi
youi ßOM sellings. Theiefoie, copy lhe ilen calegoiies fion lhe slandaid
syslen.
You vanl lhe foIIoving lo lake pIace in youi ßOMs: Iiicing shouId le
caIcuIaled foi lhe vhoIe package, lhe deIiveiy nole shouId conlain aII
lhe ilens in lhe package, lhe invoice shouId conlain lhe nain ilen and
ils conponenls vilh lhe quanlilies lhal veie acluaIIy deIiveied, and lhe
vhoIe ßOM shouId expand in lhe saIes docunenl.
1. The sellings lhal you configuie in lhe nain ilen aie vaIid foi lhe
vhoIe package.
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576 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
Cieale a nev ilen calegoiy, ZH##, vilh desciiplion Packagc##-MI
ly copying ilen calegoiy TAQ.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cns →Dcfinc ||cn Ca|cgcrics.
l) Choose Ilen calegoiy TAQ.
c) Choose Ccpq as.
d) Oveiviile Ilen calegoiy TAQ vilh ZH##.
e) Oveiviile desciiplion Extcnt dc!Ivcrcd vilh Package##-MI.
f) Choose |n|cr.
g) In lhe Dcpcndcn| cn|rics fcr ccpqing ccn|rc| diaIog lox, choose Ycs.
h) Choose Satc.
2. If necessaiy, change ilen calegoiy ZH##lo neel youi needs. Nole
lhe Pricing, Rc|ctan| fcr oi||ing, Scncdu|c |incs a||cucd, S|ruc|urc sccpc,
App|ica|icn, and Dc|crninc ccs| fieIds.
a) Choose Ilen calegoiy ZH##.
l) Choose Dc|ai|s.
Pricing X 5tandard prIcIng
Rc|ct. fcr oi||ing A Dc!Ivcry-rc!atcd bI!!Ing
dncumcnt
Scncd. |inc a||cucd ActIvatcd
Dc|crninc ccs| DcactIvatcd
S|ruc|urc sccpc A Exp!ndc sIng!c-!cvc! bI!! nf
matcrIa!
App|ica|icn 5D01 5a!cs and DIstrIbutInn
c) Choose Satc.
3. The sellings al lhe sul-ilen IeveI conlioI aII of lhe lasks lhal you vanl
lo inpIenenl sepaialeIy foi each ilen.
Cieale a nev ilen calegoiy ZU##vilh desciiplion Packagc##-5I
ly copying ilen calegoiy TAE.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Dcfinc ||cn Ca|cgcrics.
l) SeIecl Ilen calegoiy TAE.
c) Choose Ccpq as.
d) Oveiviile Ilen calegoiy TAE vilh ZU##.
e) Oveiviile desciiplion Exp!anatInn vilh Package##-SI.
f) Choose |n|cr.
g) In lhe Dcpcndcn| cn|rics fcr ccpqing ccn|rc| diaIog lox, choose Ycs.
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Unit 14: SaIes Scenarios SCM605
4. If necessaiy, change ilen calegoiy ZU## so lhal il neels youi
iequiienenls. Nole lhe Pricing, Rc|ctan| fcr oi||ing, Scncdu|c |incs
a||cucd, S|ruc|urc sccpc, App|ica|icn, and Dc|crninc ccs| fieIds.
a) SeIecl ilen calegoiy ZU##.
l) Choose Dc|ai|s.
Pricing B!ank (nn prIcIng)
Rc|ct. fcr oi||ing A Dc!Ivcry-rc!atcd bI!!Ing
dncumcnt
Scncd. |inc a||cucd ActIvatcd
S|ruc|urc sccpc B!ank (dn nnt cxp!ndc bI!! nf
matcrIa! structurc)
App|ica|icn B!ank
Dc|crninc ccs| ActIvatcd
5. If you vanl lo seII lhe conpulei pails sepaialeIy, lheie shouId le a
sepaiale ilen calegoiy in lhe saIes docunenl.
Cieale a nev ilen calegoiy, ZN##, vilh desciiplion PC parts##ly
copying TAN.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Dcfinc ||cn Ca|cgcrics.
l) SeIecl ilen calegoiy TAN.
c) Choose Ccpq as.
d) Oveiviile Ilen calegoiy TAN vilh ZN##.
e) Oveiviile desciiplion 5tandard Itcm vilh PC parts 20.
f) Choose |n|cr.
g) In lhe Dcpcndcn| cn|rics fcr ccpqing ccn|rc| diaIog lox, choose Ycs.
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578 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
6. If necessaiy, change ilen calegoiy ZN##lo neel youi iequiienenls.
Nole lhe Pricing, Rc|ctan| fcr oi||ing, Scncdu|c |incs a||cucd, S|ruc|urc
sccpc, and App|ica|icn fieIds.
a) Choose Ilen calegoiy ZN##.
l) Choose Dc|ai|s.
Pricing X 5tandard prIcIng
Rc|ct. fcr oi||ing A Dc!Ivcry-rc!atcd bI!!Ing
dncumcnt
Scncd. |inc a||cucd ActIvatcd
Dc|crninc ccs| ActIvatcd
S|ruc|urc sccpc B!ank (dn nnt cxp!ndc bI!! nf
matcrIa! structurc)
App|ica|icn B!ank
Task 5
DcfInc Itcm catcgnry grnup
In oidei lo use lhe conlioIs lhal have leen defined foi ßOMs in lhe
slandaid syslen, you decide lo cieale a lhiid, independenl conlioI.
1. Define lhe nev ilen calegoiy gioup Z0##vilh desciiplion MTPO5
Grnup##.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Dcfinc ||cn Ca|cgcrq Grcups.
l) Choose Ncu cn|rics.
c) Lnlei Ilen calegoiy gioup: ZO##
d) Lnlei desciiplion: MTPOS Group##
e) Choose Satc.
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Unit 14: SaIes Scenarios SCM605
2. Change lhe ilen calegoiy gioup of youi ßOM pioducl, T-AT5##,
lo Z0##
a) |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr Da|a →Prcduc|s →
Ma|cria|s →Trading gccds →Cnangc.
l) Lnlei naleiiaI T-ATS##.
c) Choose |n|cr.
d) SeIecl viev:Sa|cs. Sa|cs Org. Da|a 2.
e) Lnlei pIanl: 1200
f) Lnlei saIes oiganizalion: 1000
g) Lnlei disliilulion channeI: 10
h) Choose |n|cr.
i) Change ilen calegoiy gioup lo ZO##.
j) Choose Satc.
Task 6
AssIgn Itcm catcgnrIcs
The nev ilen calegoiies shouId le used in lhe saIes docunenl lype ZA##.
1. Configuie lhe sellings so lhal lhe syslen finds lhe nev ilen calegoiy
ZH##Packagc##-MI foi lhe nain ilen of lhe ßOM.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Assign ||cn Ca|cgcrics.
l) Choose Ncu cn|rics.
c) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Sa|cs dccuncn| |qpc ZA##
||cn ca|cgcrq grcup ZO##
||cn usagc leave blank
Higncr |ctc| i|cn ca|cgcrq leave blank
Dcfau|| i|cn ca|cgcrq ZH##
d) Choose Satc.
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580 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
2. Configuie lhe sellings so lhal lhe syslen finds lhe nev ilen calegoiy
ZU##Packagc##-5I foi lhe sul-ilens in lhe ßOM.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Assign ||cn Ca|cgcrics.
l) Choose Ncu cn|rics.
c) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Sa|cs dccuncn| |qpc ZA##
||cn ca|cgcrq grcup NORM
||cn usagc leave blank
Higncr |ctc| i|cn ca|cgcrq ZH##
Dcfau|| i|cn ca|cgcrq ZU##
d) Choose Satc.
3. Configuie lhe sellings so lhal vhen you seII individuaI conpulei
pails, lhe syslen finds lhe nev ilen calegoiy ZN##PC parts##and
no olhei aIleinalives aie possilIe.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →Sa|cs
Dccuncn| ||cn →Assign ||cn Ca|cgcrics.
l) Choose Pcsi|icn.
c) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Sa|cs dccuncn| |qpc ZA##
||cn ca|cgcrq grcup Norm
||cn usagc leave blank
Higncr |ctc| i|cn ca|cgcrq leave blank
d) Choose |n|cr.
e) Ioi lhe defauIl ilen calegoiy, oveiviile TAN vilh ZN##.
f) Choose Dc|ai|s.
g) DeIele aII aIleinale ilen calegoiies.
h) Choose Satc.
Task 7
5chcdu!c !Inc catcgnry
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 581
Unit 14: SaIes Scenarios SCM605
The conponenls shouId le aulonalicaIIy oideied fion lhe disliiluloi
vhen lhe saIes oidei is saved.
Nntc: Tvo scheduIe Iine calegoiies have leen ciealed in lhe
liaining syslen foi youi gioup.
1. Which selling in lhe scheduIe Iine calegoiy ensuies lhal a deIiveiy
ilen is ciealed fion lhe scheduIe Iine`
a) |MG → Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| →
Scncdu|c |incs →Dcfinc Scncdu|c |inc Ca|cgcrics.
l) SeIecl any scheduIe Iine calegoiy.
c) Choose Dc|ai|s.
Which selling in lhe scheduIe Iine calegoiy ensuies lhal a
deIiveiy ilen is ciealed fion lhe scheduIe Iine`
The ||cn rc|ctan| fcr dc|itcrq indicaloi nusl le aclivaled.
2. Which selling in lhe scheduIe Iine calegoiy ensuies lhal goods issue
is posled lo invenloiy nanagenenl`
a) |MG → Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| →
Scncdu|c |incs →Dcfinc Scncdu|c |inc Ca|cgcrics.
l) SeIecl any scheduIe Iine calegoiy
c) Choose Dc|ai|s.
Which selling in lhe scheduIe Iine calegoiy ensuies lhal goods
issue is posled lo invenloiy nanagenenl`
The novenenl lype ensuies lhal goods issue is posled lo
invenloiy nanagenenl.
3. ScheduIe Iine calegoiy ZH has leen ciealed lo conlioI lhe nain ilen.
Check lhe foIIoving fieIds in Cuslonizing:
Ilen ieI. f. dIv
Movenenl lype
AvaiIaliIily check
Ccn|inucd cn ncx| pagc
582 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
Tiansfei of iequiienenls
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| →
Scncdu|c |incs →Dcfinc Scncdu|c |inc Ca|cgcrics.
l) SeIecl scheduIe Iine calegoiy ZH.
c) Choose Dc|ai|s.
||cn rc|. f. d|t ActIvatcd
Mctcncn| |qpc B!ank
Transfcr cf rcquircncn|s B!ank
Atai|aoi|i|q cncc| B!ank
4. ScheduIe Iine calegoiy ZU Indv.Purchasc Ordcr has leen ciealed lo
conlioI lhe sul-ilens. Check lhe foIIoving fieIds in Cuslonizing:
Ilen ieI. f. dIv
Movenenl lype
Tiansfei of iequiienenls
AvaiIaliIily check
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| →
Scncdu|c |incs →Dcfinc Scncdu|c |inc Ca|cgcrics.
l) SeIecl scheduIe Iine calegoiy ZU.
c) Choose Dc|ai|s.
||cn rc|. f. d|t ActIvatcd
Mctcncn| |qpc 601
Transfcr cf rcquircncn|s B!ank
Atai|aoi|i|q cncc| B!ank
5. If an oidei is pIaced foi a IC, you vanl puichase iequisilion ciealion
lo lake pIace aulonalicaIIy foi lhe conponenls.
Once lhe puichase iequisilion has leen ciealed aulonalicaIIy, lhe SD
piocess has finished and il is liansfeiied lo Iuichasing. Hovevei, in
oidei lo conlinue lhe piocess in lhis voikshop, slock has leen ciealed
in lhe liaining syslen foi lhe ßOM conponenls.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 583
Unit 14: SaIes Scenarios SCM605
This aIIovs lhe pailicipanls lo cieale deIiveiies and liIIing docunenls
foi lhe oideis so lhal lhey can check lhe sellings lhey nade foi
conlioIIing lhe liII of naleiiaIs in lhe deIiveiy and liIIing docunenls.
AII lhe necessaiy infoinalion is conlained in lhe scheduIe Iines in lhe
saIes oidei. Inpoilanl conlioI paianeleis veie aIieady deleinined
foi puichase iequisilion ciealion vhen you defined lhe scheduIe Iine
calegoiy in lhe saIes oidei. Check lhe foIIoving enliies in scheduIe
Iine calegoiy ZU foi lhe sul-ilens in lhe ßOM:
Iuichase oidei lype
I.ieq.deI.sched
Ilen calegoiy
Accl. assigl cal.
a) |MG → Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn| →
Scncdu|c |incs →Dcfinc Scncdu|c |inc Ca|cgcrics.
l) Choose scheduIe Iine calegoiy ZU.
c) Choose Dc|ai|s.
Purcnasc crdcr |qpc NB
P.rcq.dc|.scncd ActIvatcd
||cn ca|cgcrq 0 Nnrma! (In purchasc
rcquIsItInn)
Acc|. assig| ca|. E Custnmcr IndIvIdua!
rcquIrcmcnts
Task 8
AssIgn schcdu!c !Inc catcgnry
Ccn|inucd cn ncx| pagc
584 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
1. Which MRI lype vas assigned lo each naleiiaI in lhe ßOM foi pIanl
1200 in lhe naleiiaI naslei iecoid`
a) |cgis|ics →Sa|cs and dis|riou|icn →Mas|cr da|a →Prcduc|s →
Ma|cria|s →Trading gccds →Disp|aq →Vicu. MRP 1.
l) Lnlei naleiiaI: T-ATS##
c) Choose |n|cr.
d) SeIecl ticu. MRP 1.
e) Lnlei pIanl: 1200
f) Choose |n|cr.
g) Choose O|ncr na|cria|.
Which MRI lype vas assigned lo each naleiiaI in lhe ßOM foi
pIanl 1200 in lhe naleiiaI naslei iecoid`
T-ATS##: ND
T-ATT##: PD
T-ATU##: PD
T-ATV##: PD
T-ATW##: PD
2. Configuie youi sellings so lhal lhe syslen finds scheduIe Iine
calegoiy ZH foi lhe nain ilen in lhe ßOM.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →
Scncdu|c |incs →Assign Scncdu|c |inc Ca|cgcrics.
l) Choose Pcsi|icn.
c) Lnlei Ilen calegoiy: ZH##
d) Lnlei MRI lype: ND
e) Change ND lo ZH.
f) Choose Satc.
3. Configuie youi sellings so lhal lhe syslen finds scheduIe Iine
calegoiy ZU foi lhe sul-ilens in lhe ßOM.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →
Scncdu|c |incs →Assign Scncdu|c |inc Ca|cgcrics.
l) Choose Pcsi|icn.
c) Lnlei ilen calegoiy: ZU##
d) Lnlei MRI lype: PD
e) Change PD lo ZU.
f) Choose Satc.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 585
Unit 14: SaIes Scenarios SCM605
4. Configuie lhe sellings so lhal lhe syslen finds lhe scheduIe Iine
calegoiy ZU puichase oidei foi ilens in calegoiy ZN##.
a) |MG →Sa|cs and Dis|riou|icn →Sa|cs →Sa|cs Dccuncn|s →
Scncdu|c |incs →Assign Scncdu|c |inc Ca|cgcrics.
l) Choose Pcsi|icn.
c) Lnlei ilen calegoiy: ZN##
d) Lnlei MRI lype: PD
e) Change PD lo ZU.
f) Choose Satc.
Task 9
Itcm catcgnry In thc dc!Ivcry
ßecause lhe IC lo le deIiveied lo lhe cuslonei consisls of individuaI
conponenls lhal have aII leen oideied, you decide lhal lhe syslen shouId
pick lhe goods al conponenl IeveI.
1. Lnsuie lhal lhe conponenls in lhe ßOM have lo le picked ly
configuiing deIiveiy ilen calegoiy ZU##so lhal il is lhe sane as
deIiveiy ilen calegoiy TAN.
a) |MG →|cgis|ics |xccu|icn →Snipping and Transpcr|a|icn →
Dc|itcrics →Dcfinc ||cn Ca|cgcrics fcr Dc|itcrics.
l) SeIecl ilen calegoiy ZU##.
c) Choose Dc|ai|s.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Ma|. nc. 0 a||cucd Activate
Cncc| quan|i|q 0 A Note about the
situation
Cncc| nininun quan|i|q A Note about the
situation
Rc|ctan| fcr pic|ing Activate
S||cca|icn rcquircd Activate
Dc|crninc S||cca|icn Activate
Au|c8a|cnDc|crn. Deactivate
Ccn|inucd cn ncx| pagc
586 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
2. Lnsuie lhal lhe nain ilen in lhe ßOM, ZH##, is nol picked.
a) Choose 8ac|.
l) SeIecl ilen calegoiy ZH##.
c) Choose Dc|ai|s.
d) Deaclivale lhe Rc|ctan| fcr pic|ing fieId.
3. Hov does deIiveiy ilen calegoiy ZN## iespond vilh iegaid lo
picking`
Check, and, if necessaiy, change lhe sellings.
a) Choose 8ac|.
l) SeIecl ilen calegoiy ZN##.
c) Choose Dc|ai|s.
Hov does deIiveiy ilen calegoiy ZN##iespond vilh iegaid lo
picking`
If you seII spaie pails, lhey nusl le picked as veII. ßecause ilen
calegoiy ZN##vas ciealed ly copying TAN, you do nol need lo
change lhe sellings foi picking foi lhis deIiveiy ilen calegoiy.
Task 10
Crcatc an nrdcr
Tesl youi ßOM in a saIes oidei.
1. Cieale an oidei vilh saIes docunenl lype ZA##and saIes aiea 1000
and 10 and 00 foi cuslonei T-L63D##vilh puichase oidei nunlei
BOM##-02.
Wilh a deIiveiy dale In twn wccks, oidei 1 unIt of naleiiaI T-AT5##.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 587
Unit 14: SaIes Scenarios SCM605
Does lhe syslen expand lhe liII of naleiiaI`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei saIes docunenl lype ZA##.
c) Lnlei saIes aiea 1000 and 10 and 00.
d) In lhe Sa|cs ctcrticu scieen, enlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Cus|cncr T-L63D##
PO nunocr BOM##-02
Rcq. dc|itcrq da|c In two weeks
Ma|cria| T-ATS##
Ordcr quan|i|q 1
e) Choose |n|cr.
Does lhe syslen expand lhe liII of naleiiaI`
Yes
2. Which ilen nunleis does lhe syslen give lhe ßOM`
a) Nole lhe ilen nunleis in lhe Sa|cs ctcrticu scieen.
Which ilen nunleis does lhe syslen give lhe ßOM`
1. Ilen: 100
2. Ilen: 110
3. Ilen: 120
4. Ilen: 130
5. Ilen: 140
3. Does lhe syslen aulonalicaIIy use youi ilen calegoiies foi lhe nain
and sul-ilens`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) Nole lhe ilen calegoiies in lhe Sa|cs ctcrticu scieen.
Does lhe syslen aulonalicaIIy use youi ilen calegoiies foi
lhe nain and sul-ilens`
Main ilen: ZH##
Sul-ilens: ZU##
Ccn|inucd cn ncx| pagc
588 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
4. Does lhe syslen aulonalicaIIy use youi scheduIe Iine calegoiies`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) SeIecl fiisl ilen.
c) Choose Scncdu|c |incs fcr i|cn.
d) Choose Ncx| i|cn lo scioII lhiough lhe ienaining Iine ilens in
lhe saIes oidei.
Does lhe syslen aulonalicaIIy use youi scheduIe Iine
calegoiies`
ScheduIe Iine calegoiy foi
nain ilen:
ZH
ScheduIe Iine calegoiy foi
sul-ilens:
ZU
5. Youi cuslonei adds lvo noie nonilois lo lhe oiiginaI oidei. Change
lhe oidei and enlei an ilen vilh naleiiaI T-ATW##.
Whal is lhe ilen nunlei of lhis ilen`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
l) In lhe Sa|cs ctcrticu scieen, go lo lhe fiisl avaiIalIe lIank Iine
and enlei 2 units of naleiiaI T-ATW##.
c) Choose |n|cr.
Whal is lhe ilen nunlei of lhis ilen`
2OO
6. Which ilen and scheduIe Iine calegoiies does lhe syslen use foi lhe
nev ilen`
a) SeIecl Iine ilen 2OO.
l) Choose Scncdu|c |incs fcr i|cn.
c) Choose Prccurcncn|.
Which ilen and scheduIe Iine calegoiies does lhe syslen use
foi lhe nev ilen`
Ilen calegoiy: ZN##
ScheduIe Iine calegoiy: ZU
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 589
Unit 14: SaIes Scenarios SCM605
7. Did lhe syslen caIcuIale a piice foi lhis naleiiaI` Why oi vhy nol`
a) Gc|c →Otcrticu.
l) SeIecl Iine ilen 2OO.
c) Choose Ccndi|icns.
Did lhe syslen caIcuIale a piice foi lhis naleiiaI`
Yes. Ilen calegoiy ZN##is piiced ly lhe syslen.
8. You can caII up lhe puichase iequisilion diieclIy fion lhe saIes
docunenl and edil il lheie. Navigale fion lhe oidei lo lhe puichase
iequisilion.
a) Choose 8ac|.
l) SeIecl Iine ilen 2OO.
c) Choose Scncdu|c |incs fcr i|cn.
d) Choose Prccurcncn|.
e) Choose |di|.
9. DeIivei lhe oidei. Does lhe syslen expand lhe ßOM in lhe deIiveiy
nole`
Iick lhe deIiveiy ly ciealing a liansfei oidei (vaiehouse nunlei:
O12). Iosl lhe goods issue.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Snipping and Transpcr|a|icn →
Ou|ocund Dc|itcrq →Crca|c →Sing|c Dccuncn| →li|n Rcfcrcncc
|c Sa|cs Ordcr.
l) Lnlei Shipping poinl: 1200
c) Lnlei SeIeclion dale: in two weeks
d) Choose |n|cr.
Does lhe syslen expand lhe ßOM in lhe deIiveiy nole`
Yes.
e) Iick lhe deIiveiy ly ciealing a liansfei oidei.
Suoscqucn| func|icns →Crca|c |ransfcr crdcr.
f) Choose Ycs lo confiin lhe diaIog lox nessage.
g) If lhe vaiehouse nunlei does nol defauIl, enlei vaiehouse
nunlei 012.
h) Choose |n|cr.
i) Choose Satc.
j) Iosl lhe goods issue: |cgis|ics → Sa|cs and Dis|riou|icn →
Snipping and Transpcr|a|icn →Ou|ocund Dc|itcrq →Cnangc →
Sing|c Dccuncn|.
k) Choose Pcs| gccds issuc.
1O. ßiII lhe deIiveiy.
Ccn|inucd cn ncx| pagc
590 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: BiIIs of MateriaI (BOMs)
Does lhe syslen expand lhe ßOM in lhe liIIing docunenl`
a) |cgis|ics →Sa|cs and Dis|riou|icn →8i||ing →8i||ing Dccuncn|
→ Crca|c.
l) Choose Satc.
c) 8i||ing dccuncn| →Disp|aq.
d) Choose |n|cr.
Does lhe syslen expIode lhe ßOM in lhe liIIing docunenl`
Yes.
e) SeIecl fiisl Iine ilen.
f) Choose Ccndi|icns.
g) Choose Ncx| i|cn lo scioII lhiough aII lhe Iine ilens.
Do lhe piices appeai in lhe liIIing docunenl`
Main ilen: Nn
Sul-ilen: Ycs
April 2003 © 2002 SAP AG. All rights reserved. 591
Unit 14: SaIes Scenarios SCM605
Lesson Summary
You shouId nov le alIe lo:
- Cieale a ßOM lo le used in lhe saIes piocess
- LxpIain lhe funclions and cuslonizing oplions of lhe ilen calegoiies
and scheduIe Iine calegoiies lhal aie iequiied lo suppoil seIIing
naleiiaIs vilh ßOMs
592 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
Lesson:
483
MateriaI Determination
Lesson Duialion: 2 houis
Lesson Overview
In lhis Iesson, ve viII Ieain hov lo cuslonize SAI R/3 foi pioducl
sulslilulion foi ceilain cusloneis vhenevei nev pioducl lecones
avaiIalIe, vhiIe onIy naking nev pioducl avaiIalIe lo olhei cusloneis.
CrcatIng Acccss 5cqucnccsThe exeicises have leen designed so lhal vhen
lhe pailicipanls cieale a nev access, lhey lianch lo lhe IieIds delaiIs
scieen. If you don´l caII up lhe IieIds delaiIs scieen aflei naking lhe
coiiecl sellings and saving lhe access sequence, lhe syslen nay infoin
you lhal eiiois have occuiied vhich you (oi lhe pailicipanls) viII nol
le alIe lo find.
Lesson Objectives
Aflei conpIeling lhis Iesson, you viII le alIe lo:
- Cuslonize naleiiaI deleininalion sellings
The inlioduclion foi each scenaiio shouId Iasl aloul 1O lo 15 ninules and
shouId ansvei lhe foIIoving queslions: Whal kind of lusiness lackgiound
is lhe scenaiio lased on`, Hov can lhe SD piocess le ieaIized in delaiI`,
and Whal lasks face lhe pailicipanls (Cuslonizing, naslei dala, ...)`
Business ExampIe
In lhe foIIoving scenaiio, il is youi jol lo sel up aulonalic sulslilulion foi
youi conpany, IDLS.
Youi conpany seIIs conpuleis and conpulei pails. RecenlIy, you have
added nev pioducls lo youi slock. The saIes and disliilulion nodeI
shouId le configuied so lhal ceilain cusloneis aIvays ieceive lhe nev
pioducl vhen lhey oidei an oId one. AII olhei cusloneis shouId conlinue
lo ieceive lhe oId pioducl unliI slocks iun oul.
MaleiiaIs can le aulonalicaIIy iepIaced in saIes docunenls. Whenevei
possilIe, lhe slock of lhe oId naleiiaI shouId le used up foi lhe oideis
lefoie you seII lhe nev pioducl. Hovevei, you vanl lo deIivei lhe nev
pioducl lo ceilain cusloneis.
Theie aie vaiious lusiness scenaiios vhich iequiie lhal an oideied pioducl
le iepIaced ly anolhei. You viII vanl lo Ieain lhis funclionaIily in R/3.
April 2003 © 2002 SAP AG. All rights reserved. 593
Unit 14: SaIes Scenarios SCM605
MateriaI Determination
Figure 119: MateriaI Determination - Order
Iiisl, naleiiaI deleininalion shouId lake pIace al saIes oidei pIacenenl.
You vanl lo use naleiiaI deleininalion lo neel lhe foIIoving
iequiienenls:
- SpeciaI cusloneis aIvays ieceive lhe nevesl nodeI, even if a
puichase oidei is ciealed foi lhe oId one ly nislake. A vaining
nessage shouId infoin lhe enpIoyee vho cieales lhe oidei lhal lhe
naleiiaI viII le aulonalicaIIy iepIaced. This shouId aIso lake pIace if
lhe cuslonei is aIso lhe ship-lo paily in lhe saIes docunenl.
- AII olhei cusloneis onIy ieceive lhe nev naleiiaI if lhey oidei il
specificaIIy.
- Once lhe slock of lhe oId naleiiaI has leen used up, lhe nev naleiiaI
can aulonalicaIIy iepIace lhe oId one in lhe saIes docunenl.
594 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
Figure 120: MateriaI Determination - Condition Technique
The condilion lechnique piovides noie fIexiliIily in nodeIing naleiiaI
deleininalion and pioducl seIeclion.
You can assign a naleiiaI deleininalion pioceduie lo each saIes docunenl
lype. The pioceduie conlains aII of lhe Cuslonizing infoinalion lhal lhe
syslen needs foi naleiiaI deleininalion. The pioceduie incIudes one
oi noie defined condilion lypes.
One access sequence (seaich slialegy) is assigned lo each condilion lype.
Lach access sequence consisls of one oi noie accesses. Lach access
conlains exaclIy one condilion lalIe, lhis iepiesenls lhe seaich key lhal lhe
syslen uses lo seaich foi a vaIid naslei iecoid.
You can aclivale an anaIysis of lhe naleiiaI deleininalion in lhe saIes
docunenl. The syslen viII lhen dispIay delaiIed infoinalion on hov lhe
naleiiaIs veie deleinined.
April 2003 © 2002 SAP AG. All rights reserved. 595
Unit 14: SaIes Scenarios SCM605
Figure 121: MateriaI Determination - Customizing
You shouId configuie Cuslonizing in lhe ieveise sequence of lhal used ly
lhe syslen vhen il seaiches foi lhe vaIid naleiiaI deleininalion naslei
iecoids foi saIes oideis.
You can aclivale lhe naleiiaI deleininalion anaIysis fion lhe saIes
docunenl ly foIIoving |ntircnncn| →Ana|qsis →Ma|cria| dc|crnina|icn
→ On.
You can use lhis funclion lo check Cuslonizing in delaiI and caiiy oul a
slep-ly-slep seaich of lhe syslen. This heIps you lo iecognize and fix any
incoiiecl sellings quickIy and easiIy.
Nntc: The anaIysis iuns duiing naleiiaI deleininalion, so il nusl
le aclivaled lefoie you enlei lhe ilens in lhe docunenl.
596 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
Figure 122: MateriaI Determination - Substitution Reason
If lhe syslen aulonalicaIIy iepIaces lhe oId naleiiaI lecause il is no Iongei
avaiIalIe (equivaIenl lo aulonalic pioducl seIeclion), you can ie-execule
sulslilulion vhen you cieale a deIiveiy. This is usefuI if lhe anounl of
avaiIalIe naleiiaI changes lelveen lhe oidei and lhe deIiveiy.
Depending on youi sellings in Cuslonizing, lhe oidei confiinalion can
conlain eilhei lhe naleiiaI lhal vas oideied, oi lhe sulslilulion naleiiaI.
The foIIoving is a Iisl of lhe lasks lhal nusl le peifoined foi lhis case
sludy.
- Cieale a nev matcrIa! mastcr rccnrd
- Cieale a nev cnndItInn tab!c
- Sel up a nev acccss scqucncc
- Sel up a nev cnndItInn typc foi naleiiaI deleininalion
- Sel up a nev prnccdurc foi naleiiaI deleininalion
- Cieale a nev rcasnn fnr substItutInn
- Cieale a mastcr rccnrds foi naleiiaI deleininalion
- Tcst lhe effecl of naleiiaI deleininalion in lhe oidei, deIiveiy and
oidei confiinalion
April 2003 © 2002 SAP AG. All rights reserved. 597
Unit 14: SaIes Scenarios SCM605
598 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
489 Exercise 24: MateriaI Determination
Lxeicise Duialion: ninules
Exercise Objectives
Aflei conpIeling lhis exeicise, you viII le alIe lo:
- ßuiId and execule condilion lechnique in naleiiaI deleininalion
- Define and assign naleiiaI deleininalion pioceduies
- Define naleiiaI deleininalion lype
- Define access sequences
- Define and assign condilion lalIes
- Cieale naslei iecoids
- Tesl lhe piocess
Business ExampIe
Youi conpany, IDLS, seIIs conpuleis and conpulei pails. You iecenlIy
added nev pioducls lo youi slock.
Il is youi jol lo configuie lhe SaIes & Disliilulion nodeI so lhal speciaI
cusloneis aIvays ieceive a nev pioducl vhen lhey oidei lhe oId one. AII
olhei cusloneis shouId conlinue lo ieceive lhe oId pioducl unliI slocks
iun oul.
UnliI nov, you have leen using naleiiaI deleininalion vilh lhe slandaid
Cuslonizing sellings lhal veie deIiveied vilh R/3. In lhis exeicise, you
viII change naleiiaI deleininalion lo neel youi iequiienenls.
System Data
5ystcm: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
C!Icnt: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Uscr ID: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
Passwnrd: As assigned. Ioi Iuluie Use. Do nol nodify lhis
Iine.
5ct up InstructInns:
1. As assigned. |Lnlei aII insliuclions necessaiy foi lhe nainlenance of
lhis exeicise.j
April 2003 © 2002 SAP AG. All rights reserved. 599
Unit 14: SaIes Scenarios SCM605
Task 1
MatcrIa! mastcr rccnrd:
Youi IC noniloi, T-ATQ##, is one of lhe nosl successfuI liading goods in
lhe engineeiing indusliy, lheiefoie, youi conpany is conslanlIy updaling
il.
1. Cieale a naleiiaI naslei iecoid foi lhe nev pioducl, T-ATR##. Use
lhe pievious nodeI, T-ATQ##, as a iefeience. Mainlain lhe foIIoving
vievs:
ßasic Dala 1 and ßasic Dala 2
SaIes: SaIes Oig. Dala 1 and SaIes: SaIes Oig. Dala 2
SaIes: CeneiaI/IIanl Dala
SaIes Texl
MRI 1, MRI 2, MRI 3, and MRI 4
Ioiecasling
CeneiaI IIanl Dala/Sloiage 1 and CeneiaI IIanl Dala/Sloiage 2
Accounling 1 and Accounling 2
Cieale lhe naleiiaI in lhe foIIoving oiganizalionaI unils:
IIanl 1200
Sloiage Iocalion 0001
SaIes oiganizalion 1000
Disliilulion channeI 10
Nntc: Make suie lhal you conpIele bnth thc nrganIzatInna!
!cvc!s and cnpy fion fieIds vilh lhe infoinalion alove. Use
lhe sane oiganizalion unils foi youi copy. Copy lhe dala fion
lhe pievious nodeI and add oi change lhe foIIoving fieIds:
2. Iosl 1000 unIts lo lhe uniesliicled-use slock (novenenl lype 561,
pIanl 1200, sloiage Iocalion 0001).
Task 2
CnndItInn tab!c
In lhe condilion lalIe, you define lhe fieIds in lhe saIes docunenl lhal SAI
R/3 SDshouId use lo find a vaIid naslei iecoid foi naleiiaI deleininalion.
Ccn|inucd cn ncx| pagc
600 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
1. Cieale lhe nev condilion lalIe, 6##, so lhal you can use il foi ciealing
naslei iecoids foi naleiiaI deleininalion. The nev condilion lalIe
shouId aIIov you lo cieale naslei iecoids lhal aie onIy effeclive foi
ceilain cusloneis and naleiiaIs. You vanl lo le alIe lo iesliicl lhe
vaIidily of lhe naslei iecoids. Use condilion lalIe 002 as a iefeience.
2. When you sel up lhe condilion lalIe, you can deleinine vhal lhe
scieen foi piocessing naslei iecoids in lhe nev condilion lalIe viII
Iook Iike.
Ioi efficienl nainlenance of naslei iecoids, you shouId le alIe lo
piocess lhe cuslonei and naleiiaI nunleis in sepaiale Iines.
3. Ceneiale lhe nev condilion lalIe.
4. Whal infoinalion do you ieceive in lhe Iog`
Task 3
Acccss scqucncc
The access sequence is lhe slialegy used ly lhe syslen lo seaich foi vaIid
naslei iecoids foi a pailicuIai condilion lype. The access sequence
conlains one oi noie seaich sleps (= accesses). Lach access conlains a
condilion lalIe vhich deleinines lhe key fieIds foi lhe seaich. These aie
lhe docunenl fieIds lhal lhe syslen uses lo seaich foi vaIid naslei iecoids.
CautInn: CrcatIng Acccss 5cqucnccsThe exeicises have leen
designed so lhal vhen lhe pailicipanls cieale a nev access, lhey
lianch lo lhe IieIds delaiIs scieen. If you don´l caII up lhe IieIds
delaiIs scieen aflei naking lhe coiiecl sellings and saving lhe
access sequence, lhe syslen nay infoin you lhal eiiois have
occuiied vhich you (oi lhe pailicipanls) viII nol le alIe lo find.
Define a nev access sequence conlaining lhiee sleps lhal lhe syslen can
use lo seaich foi naslei iecoids in naleiiaI deleininalion.
1. Was a naslei iecoid sloied foi lhe naleiiaI and lhe soId-lo paily`
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 601
Unit 14: SaIes Scenarios SCM605
2. Was a naslei iecoid sloied foi lhe naleiiaI and lhe ship-lo paily
3. Was a naslei iecoid sloied foi lhe naleiiaI lhal sulslilules lhe naleiiaI
depending on avaiIaliIily`
1. Define lhe nev access sequence.
2. The naleiiaI shouId le sulsliluled in lhe fiisl access (no. 1O in lhe
sequence) if lheie is a vaIid naslei iecoid foi lhe cuslonei (fieId
KUNNR: KUNAC) and lhe enleied naleiiaI.
3. ßianch lo lhe fieIds in lhe condilion lalIe enleied and Iook al lhe
sellings.
Which fieId in lhe saIes docunenl does lhe syslen use lo deleinine
lhe cuslonei nunlei`
4. Sulslilulion shouId lake pIace in lhe second access (no. 2O in lhe
sequence) if lheie is a vaIid naslei iecoid foi lhe ship-lo paily (fieId:
KUNNR: KUNWL) and naleiiaI enleied. Configuie lhe access.
5. In lhe lhiid access (no. 3O in lhe sequence), lhe syslen shouId onIy
seaich foi vaIid naslei iecoids in naleiiaI deleininalion using lhe
naleiiaI enleied. This is lhe slandaid selling in SAI R/3. Check lhe
fieIds in lhe access.
Task 4
CnndItInn typc fnr matcrIa! dctcrmInatInn
You can use diffeienl seaich slialegies lo nodeI naleiiaI deleininalion.
You have lo configuie a sepaiale condilion lype foi each seaich slialegy
lhal you use in lhe lusiness piocess.
1. Cieale a nev condilion lype vilh lhe access sequence lhal you have
jusl defined.
2. Cuslonize lhe condilion lype so lhal vhen you cieale a naslei
iecoid, lhe syslen aulonalicaIIy pioposes a vaIidily peiiod fion
loday lo lhe end of lhe yeai.
Task 5
MatcrIa! dctcrmInatInn prnccdurc
Ccn|inucd cn ncx| pagc
602 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
AII lhe lasks lhal aie undeilaken in lhe lusiness piocess foi naleiiaI
deleininalion aie anchoied in a pioceduie foi naleiiaI deleininalion. The
naleiiaI deleininalion pioceduie conlains one oi noie condilion lypes,
and each condilion lype can iefei lo ils ovn access sequence.
1. Define a nev pioceduie.
2. Copy lhe condilion lype you defined eaiIiei inlo lhe pioceduie.
3. Assign lhe nev deleininalion pioceduie lo saIes docunenl lype
ZA##.
Task 6
Crcatc a rcasnn fnr substItutInn
Cieale ieason foi sulslilulion Z##vilh shoil lexl 5ubstItutInn ##foi
naleiiaI deleininalion. Define lhe foIIoving piopeilies (oi, change youi
ieason foi sulslilulion Z##if you aIieady ciealed il):
The oidei confiinalion shouId conlain lhe naleiiaI oideied ly lhe
cuslonei.
The syslen shouId issue a vaining nessage lefoie il sulslilules a
naleiiaI.
Sulslilulion shouId lake pIace aulonalicaIIy (vilhoul a seIeclion scieen).
The syslen shouId nol geneiale any Iovei-IeveI ilens in lhe docunenl
vhen il sulslilules a naleiiaI.
1. Cieale ieason foi sulslilulion.
Task 7
Crcatc mastcr rccnrds
Cieale a naslei iecoid foi naleiiaI deleininalion.
1. T-L63B##is one of youi speciaI cusloneis. Lnsuie lhal lhis cuslonei
aIvays ieceives lhe nev naleiiaI in fuluie oideis, even if lhe saIes
oidei depailnenl enleis an oidei foi lhe oId naleiiaI ly nislake. Use
youi sulslilulion ieason.
2. Lnsuie lhal lhis cuslonei aIso aIvays ieceives lhe nev naleiiaI in
fuluie oideis, vhen he oi she is enleied as lhe ship-lo paily in a
saIes piocess and an oidei is ciealed vilh lhe oId naleiiaI. Use youi
sulslilulion ieason.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 603
Unit 14: SaIes Scenarios SCM605
3. Lnlei anolhei naslei iecoid in vhich you ensuie lhal naleiiaI
T-ATR##aulonalicaIIy iepIaces naleiiaI T-ATQ##once lhe Iallei is
no Iongei avaiIalIe. This shouId lake pIace foi aII oideis foi naleiiaI
T-ATQ##, iegaidIess of lhe oideiing paily.
The naleiiaI shouId onIy le sulsliluled in lhe saIes docunenl. The
sulsequenl deIiveiy docunenl shouId copy lhe delaiIs fion lhe saIes
oidei. Choose a ieIevanl sulslilulion ieason.
Nntc: The naslei iecoid nusl conlain lhe naleiiaIs lo le
sulsliluled, T-ATQ##and T-ATR##, in lhe coiiecl sequence.
Task 8
Crcatc nutput
Cieale a naslei iecoid foi oulpul lype BA00 Ordcr cnnfIrmatInn foi
docunenl lype ZA##.
Copy lhe defauIl vaIues fion lhe oulpul lype ly choosing |n|cr.
Mainlain piinlei LP01 as lhe oulpul device and sel lhe nunlei of nessages
lo 1.
1. Cieale oulpul naslei iecoid.
Task 9
Crcatc an nrdcr
Tesl youi sellings foi naleiiaI deleininalion in lhe saIes docunenl.
1. Accoiding lo lhe naslei iecoid you have ciealed foi naleiiaI
deleininalion, cuslonei T-L63B##shouId aIvays ieceive lhe nev
pioducl T-ATR##. Cieale a slandaid oidei foi cuslonei T-L63B##
and lhe oId pioducl T-ATQ##(10 unIts) (puichase oidei nunlei
MatDctcr##01).
Did lhe syslen sulslilule lhe naleiiaI`
Why oi vhy nol`
2. Cieale lhe sane oidei foi saIes docunenl lype ZA##(puichase oidei
nunlei: MatDctcr##02).
Did lhe syslen sulslilule lhe naleiiaI`
Check lhe sulslilulion ieason in lhe saIes docunenl.
DispIay lhe oidei confiinalion on lhe scieen. Which naleiiaI is
dispIayed in lhe piinloul`
Ccn|inucd cn ncx| pagc
604 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
3. T-L63B##is aIso lhe ship-lo paily foi youi cuslonei, T-L63C##.
Cieale an oidei foi ship-lo paily T-L63B##.
Aclivale lhe naleiiaI deleininalion anaIysis lefoie enleiing lhe ilen.
MaleiiaI: T-ATQ##(10 unIts)
Did lhe syslen sulslilule lhe naleiiaI foi lhe ship-lo paily`
Did lhe syslen dispIay a vaining nessage foi lhe sulslilulion`
Use lhe anaIysis lo check youi Cuslonizing sellings foi naleiiaI
deleininalion. Use lhe anaIysis lo check vhich dale lhe syslen uses
in lhe docunenl lo check lhe vaIidily dale of lhe naslei iecoid.
4. Lnlei anolhei oidei foi saIes docunenl lype ZA##foi cuslonei
T-L63A##.
Check lhe sulslilulion ieason in lhe saIes docunenl.
DispIay lhe oidei confiinalion on lhe scieen. Which naleiiaIs aie
dispIayed in lhe piinloul`
5. Check lhe avaiIalIe slock foi naleiiaI T-ATQ##.
Change lhe Iasl oidei and enlei a nev ilen vilh a quanlily lhal
exceeds lhe avaiIalIe quanlily. Which naleiiaIs and quanlily does lhe
syslen aulonalicaIIy use vhen sulsliluling lhis naleiiaI`
Check lhe oidei confiinalion on lhe scieen.
Does lhe syslen dispIay lolh sulsliluled naleiiaIs`
6. Iosl 50 unIts of naleiiaI T-ATQ##lo slock (pIanl: 1200, sloiage
Iocalion: 0001, novenenl lype: 561).
DeIivei lhe Iasl oidei.
Conpaie lhe quanlilies in lhe oidei and lhe deIiveiy. Aie lheie any
diffeiences` Why oi vhy nol`
April 2003 © 2002 SAP AG. All rights reserved. 605
Unit 14: SaIes Scenarios SCM605
SoIution 24: MateriaI Determination
Task 1
MatcrIa! mastcr rccnrd:
Youi IC noniloi, T-ATQ##, is one of lhe nosl successfuI liading goods in
lhe engineeiing indusliy, lheiefoie, youi conpany is conslanlIy updaling
il.
1. Cieale a naleiiaI naslei iecoid foi lhe nev pioducl, T-ATR##. Use
lhe pievious nodeI, T-ATQ##, as a iefeience. Mainlain lhe foIIoving
vievs:
ßasic Dala 1 and ßasic Dala 2
SaIes: SaIes Oig. Dala 1 and SaIes: SaIes Oig. Dala 2
SaIes: CeneiaI/IIanl Dala
SaIes Texl
MRI 1, MRI 2, MRI 3, and MRI 4
Ioiecasling
CeneiaI IIanl Dala/Sloiage 1 and CeneiaI IIanl Dala/Sloiage 2
Accounling 1 and Accounling 2
Cieale lhe naleiiaI in lhe foIIoving oiganizalionaI unils:
IIanl 1200
Sloiage Iocalion 0001
SaIes oiganizalion 1000
Disliilulion channeI 10
Nntc: Make suie lhal you conpIele bnth thc nrganIzatInna!
!cvc!s and cnpy fion fieIds vilh lhe infoinalion alove. Use
lhe sane oiganizalion unils foi youi copy. Copy lhe dala fion
lhe pievious nodeI and add oi change lhe foIIoving fieIds:
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Prcduc|s →
Ma|cria| →Trading gccds →Crca|c.
l) Lnlei naleiiaI: T-ATR##
Lnlei indusliy secloi: Mechanical engineering
Ccn|inucd cn ncx| pagc
606 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
Lnlei copy fion naleiiaI: T-ATQ##
c) SeIecl lhe foIIoving vievs:
ßasic Dala 1 and ßasic Dala 2
SaIes: SaIes Oig. Dala 1 and SaIes: SaIes Oig. Dala 2
SaIes: CeneiaI/IIanl Dala
SaIes Texl
MRI 1, MRI 2, MRI 3, and MRI 4
Ioiecasling
CeneiaI IIanl Dala/Sloiage 1 and CeneiaI IIanl Dala/Sloiage
2
Accounling 1 and Accounling 2
d) Copy lhe dala fion lhe pievious nodeI and add oi change lhe
foIIoving fieIds.
HInt: You nusl seIecl each of lhe vievs you have
indicaled in oidei lo cieale lhen foi youi nev naleiiaI,
even if no dala is lo le changed on a pailicuIai scieen.
ßasic dala 1
Ma|cria| dcscrip|icn NewScreen ##
Nc| ucign| 15 kg
Grcss ucign| 16 kg
SaIes 2
Pricing rcf. na|cria| M-15
MRI 2
|ssuc s|cragc |cca|icn 0001
Accounling 1
S|andard pricc 1600
e) Choose Satc.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 607
Unit 14: SaIes Scenarios SCM605
2. Iosl 1000 unIts lo lhe uniesliicled-use slock (novenenl lype 561,
pIanl 1200, sloiage Iocalion 0001).
a) |cgis|ics →Ma|cria|s Managcncn| →|ntcn|crq Managcncn| →
Gccds Mctcncn| →Gccds Rcccip| →O|ncr.
l) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Mctcncn| |qpc 561
P|an| 1200
S|cragc |cca|icn 0001
c) Choose |n|cr.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Ma|cria| T-ATR##
Quan|i|q 1000
e) Choose Satc.
Task 2
CnndItInn tab!c
In lhe condilion lalIe, you define lhe fieIds in lhe saIes docunenl lhal SAI
R/3 SDshouId use lo find a vaIid naslei iecoid foi naleiiaI deleininalion.
Ccn|inucd cn ncx| pagc
608 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
1. Cieale lhe nev condilion lalIe, 6##, so lhal you can use il foi ciealing
naslei iecoids foi naleiiaI deleininalion. The nev condilion lalIe
shouId aIIov you lo cieale naslei iecoids lhal aie onIy effeclive foi
ceilain cusloneis and naleiiaIs. You vanl lo le alIe lo iesliicl lhe
vaIidily of lhe naslei iecoids. Use condilion lalIe 002 as a iefeience.
a) |MG → Sa|cs and Dis|riou|icn →8asic |unc|icns →Ma|cria|
Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr Ma|cria| Dc|crnina|icn
→Crca|c ccndi|icn |ao|cs.
l) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Tao|c 6##
Copy fion Ccndi|icn Tao|c 002
c) Choose |n|cr.
d)
Nntc: To change lhe desciiplion, choose Prcpcsc/nain|ain
|cx|.
HInt: DeIele lhe Sa|cs crganiza|icn and Dis|riou|icn cnannc|
fieIds ly posilioning lhe cuisoi on lhe enliy and choosing
Dc|c|c |inc(s) lo deIele lhe enliy.
e) To inseil a fieId, posilion lhe cuisoi on lhe fiisl Iine in lhe aiea of
seIecled fieIds and choose |nscr| |inc.
f) To add a Cus|cncr fieId, posilion lhe cuisoi on lhe Cus|cncr fieId
and choose Sc|cc| fic|d.
Nntc: Make suie lhal lhe naleiiaI you vanl lo enlei
appeais as lhe Iasl key fieId in lhe condilion lalIe. This
neans lhal lhe syslen checks lhe headei fieIds fiisl
(foi exanpIe, Cus|cncr) and lhen lhe ilen fieIds in lhe
condilion lalIe. This inpioves syslen peifoinance.
2. When you sel up lhe condilion lalIe, you can deleinine vhal lhe
scieen foi piocessing naslei iecoids in lhe nev condilion lalIe viII
Iook Iike.
Ioi efficienl nainlenance of naslei iecoids, you shouId le alIe lo
piocess lhe cuslonei and naleiiaI nunleis in sepaiale Iines.
a) Choose Tccnnica| ticu.
l) Aclivale lhe |ic|d fieId.
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 609
Unit 14: SaIes Scenarios SCM605
3. Ceneiale lhe nev condilion lalIe.
a) Choose Gcncra|c.
Nntc: Cieale lhe nev oljecl in lhe Dala Diclionaiy foi
deveIopnenl cIass $TMP. Il is lhen a !nca! nbjcct and
cannol le lianspoiled.
l) If you encounlei lhe Crca|c Oojcc| Dircc|crq |n|rq diaIog lox
(vhich conceins Coiieclion and Tianspoil), enlei $TMP in lhe
Dctc|cpncn| c|ass fieId and lhen choose |cca| cojcc|.
4. Whal infoinalion do you ieceive in lhe Iog`
Answcr: The Iog indicales lhal lhe nev lalIe vas aclivaled and
lhal lhe condilion iecoid scieens aie ieady lo le geneialed. The
syslen does nol geneiale lhe scieens foi enleiing condilion iecoids
innedialeIy, lul does so vhen you cieale a naslei iecoid vilh lhe
nev key conlinalion (= condilion lalIe) foi lhe fiisl line.
Task 3
Acccss scqucncc
The access sequence is lhe slialegy used ly lhe syslen lo seaich foi vaIid
naslei iecoids foi a pailicuIai condilion lype. The access sequence
conlains one oi noie seaich sleps (= accesses). Lach access conlains a
condilion lalIe vhich deleinines lhe key fieIds foi lhe seaich. These aie
lhe docunenl fieIds lhal lhe syslen uses lo seaich foi vaIid naslei iecoids.
CautInn: CrcatIng Acccss 5cqucnccsThe exeicises have leen
designed so lhal vhen lhe pailicipanls cieale a nev access, lhey
lianch lo lhe IieIds delaiIs scieen. If you don´l caII up lhe IieIds
delaiIs scieen aflei naking lhe coiiecl sellings and saving lhe
access sequence, lhe syslen nay infoin you lhal eiiois have
occuiied vhich you (oi lhe pailicipanls) viII nol le alIe lo find.
Define a nev access sequence conlaining lhiee sleps lhal lhe syslen can
use lo seaich foi naslei iecoids in naleiiaI deleininalion.
1. Was a naslei iecoid sloied foi lhe naleiiaI and lhe soId-lo paily`
2. Was a naslei iecoid sloied foi lhe naleiiaI and lhe ship-lo paily
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610 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
3. Was a naslei iecoid sloied foi lhe naleiiaI lhal sulslilules lhe naleiiaI
depending on avaiIaliIily`
1. Define lhe nev access sequence.
a) |MG → Sa|cs and Dis|riou|icn →8asic |unc|icns →Ma|cria|
Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr Ma|cria| Dc|crnina|icn
→Main|ain acccss scqucnccs.
l) Choose Ncu cn|rics.
c) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d Namc Uscr Entry
Acccss Scqucncc Y0#
Nanc Search strategy ##
2. The naleiiaI shouId le sulsliluled in lhe fiisl access (no. 1O in lhe
sequence) if lheie is a vaIid naslei iecoid foi lhe cuslonei (fieId
KUNNR: KUNAC) and lhe enleied naleiiaI.
a) SeIecl access sequence Y0##.
l) In lhe diaIog sliucluie, choose Acccsscs.
c) Choose Ncu cn|rics.
d) Lnlei lhe dala fion lhe lalIe leIov.
AcNc 10
Tao 6##
3. ßianch lo lhe fieIds in lhe condilion lalIe enleied and Iook al lhe
sellings.
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April 2003 © 2002 SAP AG. All rights reserved. 611
Unit 14: SaIes Scenarios SCM605
Which fieId in lhe saIes docunenl does lhe syslen use lo deleinine
lhe cuslonei nunlei`
a) SeIecl access 1O.
l) Choose |n|cr.
c) In lhe diaIog sliucluie, seIecl |ic|ds.
Nntc: No condilion is iequiied. You can lheiefoie skip
lhe vaining iegaiding lhe fieId assignnenl ly choosing
|n|cr.
d) Which fieId in lhe saIes docunenl does lhe syslen use lo
deleinine lhe cuslonei nunlei`
The syslen checks lhe KUNNR fieId. In lhe oidei, lhis is lhe
fieId vilh lhe soId-lo paily´s cuslonei nunlei (KUNAC).
e) Choose Satc.
f) When piesenled vilh lhe Prcnp| fcr lcr|ocncn rcqucs| diaIog
lox, choose Crca|c rcqucs|.
Shoil desciiplion: Access sequence group ##
g) Choose Satc.
h) Choose |n|cr.
i) Al lhe vaining nessage, go lo lhe diaIog sliucluie and choose
|ic|ds.
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612 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
4. Sulslilulion shouId lake pIace in lhe second access (no. 2O in lhe
sequence) if lheie is a vaIid naslei iecoid foi lhe ship-lo paily (fieId:
KUNNR: KUNWL) and naleiiaI enleied. Configuie lhe access.
a) Choose 8ac|.
l) In lhe diaIog sliucluie, choose Acccsscs
.
c) Lnlei lhe dala fion lhe lalIe leIov.
AcNc 20
Tao 6##
d) SeIecl access 20.
e) In lhe diaIog sliucluie, choose |ic|ds.
f) Choose |n|cr.
Nntc: No condilion is iequiied. You can lheiefoie skip
lhe vaining iegaiding lhe fieId assignnenl ly choosing
|n|cr.
g) In lhe Dcc.fic|d fieId, posilion lhe cuisoi on KUNNR.
h) SeIecl |ic|d Ca|a|cg.
i) SeIecl lhe Snip-|c par|q fieId vilh lhe vaIue KUNWE.
j) Choose Satc.
5. In lhe lhiid access (no. 3O in lhe sequence), lhe syslen shouId onIy
seaich foi vaIid naslei iecoids in naleiiaI deleininalion using lhe
naleiiaI enleied. This is lhe slandaid selling in SAI R/3. Check lhe
fieIds in lhe access.
a) Choose 8ac|.
l) In lhe diaIog sliucluie, choose Acccsscs.
c) Lnlei lhe dala fion lhe lalIe leIov.
AcNc 30
Tao 001
d) SeIecl access 30.
e) Choose |n|cr.
Nntc: No condilion is iequiied. You can lheiefoie skip
lhe vaining iegaiding lhe fieId assignnenl ly choosing
|n|cr.
f) Choose Satc.
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April 2003 © 2002 SAP AG. All rights reserved. 613
Unit 14: SaIes Scenarios SCM605
Task 4
CnndItInn typc fnr matcrIa! dctcrmInatInn
You can use diffeienl seaich slialegies lo nodeI naleiiaI deleininalion.
You have lo configuie a sepaiale condilion lype foi each seaich slialegy
lhal you use in lhe lusiness piocess.
1. Cieale a nev condilion lype vilh lhe access sequence lhal you have
jusl defined.
a) |MG → Sa|cs and Dis|riou|icn →8asic |unc|icns → Ma|cria|
Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr Ma|cria| Dc|crnina|icn
→Dcfinc ccndi|icn |qpcs.
l) SeIecl Ncu |n|rics.
c) Lnlei lhe dala fion lhe lalIe leIov.
Ccndi|icn |qpc Y0##
Nanc Condition type ##
Acccss scqucncc Y0##
2. Cuslonize lhe condilion lype so lhal vhen you cieale a naslei
iecoid, lhe syslen aulonalicaIIy pioposes a vaIidily peiiod fion
loday lo lhe end of lhe yeai.
a) Lnlei lhe dala fion lhe lalIe leIov.
Va|id frcn leave blank
Va|id |c 2
l) Choose Satc.
Task 5
MatcrIa! dctcrmInatInn prnccdurc
AII lhe lasks lhal aie undeilaken in lhe lusiness piocess foi naleiiaI
deleininalion aie anchoied in a pioceduie foi naleiiaI deleininalion. The
naleiiaI deleininalion pioceduie conlains one oi noie condilion lypes,
and each condilion lype can iefei lo ils ovn access sequence.
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614 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
1. Define a nev pioceduie.
a) |MG → Sa|cs and Dis|riou|icn →8asic |unc|icns →Ma|cria|
Dc|crnina|icn →Main|ain Prcrcquisi|cs fcr Ma|cria| Dc|crnina|icn
→Main|ain prcccdurc.
l) Choose Ncu cn|rics.
c) Lnlei lhe dala fion lhe lalIe leIov.
Ma|cria| dc|crnina|icn
prcccdurc
Y000##
Dcscrip|icn Group procedure ##
2. Copy lhe condilion lype you defined eaiIiei inlo lhe pioceduie.
a) SeIecl naleiiaI deleininalion pioceduie Y000##.
l) In lhe diaIog sliucluie, choose Ccn|rc| da|a.
c) Choose Ncu cn|rics.
d) Lnlei lhe dala fion lhe lalIe leIov.
S|cp 10
Cn|r (ccun|cr) leave blank
Ccndi|icn |qpc Y0##
e) Choose Satc.
3. Assign lhe nev deleininalion pioceduie lo saIes docunenl lype
ZA##.
a) |MG → Sa|cs and Dis|riou|icn →8asic |unc|icns →Ma|cria|
Dc|crnina|icn →Assign Prcccdurcs Tc Sa|cs Dccuncn| Tqpcs.
l) SeIecl saIes docunenl lype ZA##.
c) Oveiviile exisling enliy vilh nev naleiiaI deleininalion
pioceduie Y000##.
d) Choose Satc.
Task 6
Crcatc a rcasnn fnr substItutInn
Cieale ieason foi sulslilulion Z##vilh shoil lexl 5ubstItutInn ##foi
naleiiaI deleininalion. Define lhe foIIoving piopeilies (oi, change youi
ieason foi sulslilulion Z##if you aIieady ciealed il):
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April 2003 © 2002 SAP AG. All rights reserved. 615
Unit 14: SaIes Scenarios SCM605
The oidei confiinalion shouId conlain lhe naleiiaI oideied ly lhe
cuslonei.
The syslen shouId issue a vaining nessage lefoie il sulslilules a
naleiiaI.
Sulslilulion shouId lake pIace aulonalicaIIy (vilhoul a seIeclion scieen).
The syslen shouId nol geneiale any Iovei-IeveI ilens in lhe docunenl
vhen il sulslilules a naleiiaI.
1. Cieale ieason foi sulslilulion.
a) |MG → Sa|cs and Dis|riou|icn →8asic |unc|icns → Ma|cria|
Dc|crnina|icn →Dcfinc Suos|i|u|icn Rcascns.
l) Choose Ncu cn|rics.
c) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Sos|Rcascn Z##
Dcscrip|icn Substitution ##
|n|rq Activate
larning Activate
S|ra|cgq leave blank
Ou|ccnc leave blank
Suos|i|u|icn ca|cgcrq leave blank
d) Choose Satc.
Task 7
Crcatc mastcr rccnrds
Cieale a naslei iecoid foi naleiiaI deleininalion.
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616 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
1. T-L63B##is one of youi speciaI cusloneis. Lnsuie lhal lhis cuslonei
aIvays ieceives lhe nev naleiiaI in fuluie oideis, even if lhe saIes
oidei depailnenl enleis an oidei foi lhe oId naleiiaI ly nislake. Use
youi sulslilulion ieason.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Prcduc|s →
Ma|cria| dc|crnina|icn →Crca|c.
l) Lnlei naleiiaI deleininalion lype Y0##.
c) Choose Kcq ccnoina|icn.
d) SeIecl lhe Cus|cncr and Ma|cria| ##iadio lullon.
e) Choose |n|cr.
f) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Cus|cncr T-L63B##
Ma||n|crcd T-ATQ##
Ma|cria| T-ATR##
Rcascn Z##
g) Choose Satc.
2. Lnsuie lhal lhis cuslonei aIso aIvays ieceives lhe nev naleiiaI in
fuluie oideis, vhen he oi she is enleied as lhe ship-lo paily in a
saIes piocess and an oidei is ciealed vilh lhe oId naleiiaI. Use youi
sulslilulion ieason.
a) This is aIieady ensuied ly lhe fiisl naslei iecoid, logelhei vilh
access 2O.
3. Lnlei anolhei naslei iecoid in vhich you ensuie lhal naleiiaI
T-ATR##aulonalicaIIy iepIaces naleiiaI T-ATQ##once lhe Iallei is
no Iongei avaiIalIe. This shouId lake pIace foi aII oideis foi naleiiaI
T-ATQ##, iegaidIess of lhe oideiing paily.
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April 2003 © 2002 SAP AG. All rights reserved. 617
Unit 14: SaIes Scenarios SCM605
The naleiiaI shouId onIy le sulsliluled in lhe saIes docunenl. The
sulsequenl deIiveiy docunenl shouId copy lhe delaiIs fion lhe saIes
oidei. Choose a ieIevanl sulslilulion ieason.
Nntc: The naslei iecoid nusl conlain lhe naleiiaIs lo le
sulsliluled, T-ATQ##and T-ATR##, in lhe coiiecl sequence.
a) Choose 8ac|.
l) Lnlei MaleiiaI deleininalion lype Y0##.
c) Choose Kcq ccnoina|icn.
d) SeIecl lhe Ma|cria| |n|crcd iadio lullon.
e) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Ma|cria| |n|crcd T-ATQ20
Ma|cria| T-ATQ20
Suos|i|u|icn rcascn 0006
f) Choose |n|cr.
g) When piesenled vilh a vaining nessage, choose |n|cr.
h) SeIecl lhe enliy.
i) Choose A||crna|itc na|cria|s.
j) Lnlei naleiiaI T-ATR## in lhe nexl lIank fieId.
k) Choose Satc.
Task 8
Crcatc nutput
Cieale a naslei iecoid foi oulpul lype BA00 Ordcr cnnfIrmatInn foi
docunenl lype ZA##.
Copy lhe defauIl vaIues fion lhe oulpul lype ly choosing |n|cr.
Mainlain piinlei LP01 as lhe oulpul device and sel lhe nunlei of nessages
lo 1.
Ccn|inucd cn ncx| pagc
618 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
1. Cieale oulpul naslei iecoid.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Mas|cr Da|a →Ou|pu| →
Sa|cs dccuncn| →Crca|c .
l) Lnlei oulpul lype BA00.
c) Choose |n|cr.
d) Lnlei saIes docunenl lype ZA##.
e) Copy lhe defauIl vaIues fion lhe oulpul lype ly choosing |n|cr.
f) Choose Ccnnunica|icn.
g) Mainlain piinlei LP01 as lhe oulpul device and sel lhe nunlei
of nessages lo 1.
h) Choose Satc.
Task 9
Crcatc an nrdcr
Tesl youi sellings foi naleiiaI deleininalion in lhe saIes docunenl.
1. Accoiding lo lhe naslei iecoid you have ciealed foi naleiiaI
deleininalion, cuslonei T-L63B##shouId aIvays ieceive lhe nev
pioducl T-ATR##. Cieale a slandaid oidei foi cuslonei T-L63B##
and lhe oId pioducl T-ATQ##(10 unIts) (puichase oidei nunlei
MatDctcr##01).
Did lhe syslen sulslilule lhe naleiiaI`
Why oi vhy nol`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei saIes docunenl lype OR.
c) Choose |n|cr.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Cus|cncr T-L63B##
Purcnasc crdcr nunocr MatDeter##01
Ma|cria| T-ATQ## (10 units)
e) Choose |n|cr.
Did lhe syslen sulslilule lhe naleiiaI`
No. The naleiiaI deleininalion pioceduie has leen assigned lo
oidei lype ZA##, nol lhe slandaid oidei.
2. Cieale lhe sane oidei foi saIes docunenl lype ZA##(puichase oidei
nunlei: MatDctcr##02).
Ccn|inucd cn ncx| pagc
April 2003 © 2002 SAP AG. All rights reserved. 619
Unit 14: SaIes Scenarios SCM605
Did lhe syslen sulslilule lhe naleiiaI`
Check lhe sulslilulion ieason in lhe saIes docunenl.
DispIay lhe oidei confiinalion on lhe scieen. Which naleiiaI is
dispIayed in lhe piinloul`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei saIes docunenl lype ZA##.
c) Choose |n|cr.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Cus|cncr T-L63B##
Purcnasc crdcr nunocr MatDeter##02
Ma|cria| T-ATQ## (10 units)
e) Choose |n|cr.
Did lhe syslen sulslilule lhe naleiiaI` Yes.
f) SeIecl ilen 1O.
g) Gc|c →||cn →Sa|cs A.
Check lhe sulslilulion ieason in lhe saIes docunenl.
Sulslilulion ieason: Z##
h) Gc|c → Hcadcr.
i) Choose Hcadcr cu|pu| prcticu.
Which naleiiaI is dispIayed in lhe piinloul`
MaleiiaI: T-ATQ##
The |n|crcd key had leen aclivaled foi sulslilulion ieason Z##,
lheiefoie, lhe naleiiaI enleied in lhe oidei is piinled oul in lhe
oidei confiinalion.
3. T-L63B##is aIso lhe ship-lo paily foi youi cuslonei, T-L63C##.
Cieale an oidei foi ship-lo paily T-L63B##.
Aclivale lhe naleiiaI deleininalion anaIysis lefoie enleiing lhe ilen.
MaleiiaI: T-ATQ##(10 unIts)
Did lhe syslen sulslilule lhe naleiiaI foi lhe ship-lo paily`
Did lhe syslen dispIay a vaining nessage foi lhe sulslilulion`
Ccn|inucd cn ncx| pagc
620 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
Use lhe anaIysis lo check youi Cuslonizing sellings foi naleiiaI
deleininalion. Use lhe anaIysis lo check vhich dale lhe syslen uses
in lhe docunenl lo check lhe vaIidily dale of lhe naslei iecoid.
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei saIes docunenl lype: ZA##
c) Choose |n|cr.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Snip-|c par|q T-L63B##
Sc|d-|c par|q T-L63C##
Purcnasc crdcr nunocr MatDeter##03
e) |ntircnncn| →Ana|qsis →Ma|cria| dc|crnina|icn →On.
f) Lnlei naleiiaI: T-ATQ## (10 units)
g) Choose |n|cr.
Did lhe syslen sulslilule lhe naleiiaI foi lhe ship-lo paily`
Yes.
Did lhe syslen dispIay a vaining nessage foi lhe sulslilulion`
Yes.
h) Use lhe anaIysis lo check youi Cuslonizing sellings foi naleiiaI
deleininalion.
DoulIe-cIick on an access in lhe Iefl haIf of lhe scieen.
Infoinalion aloul lhis access is dispIayed in lhe iighl haIf of
lhe scieen.
Use lhe anaIysis lo check vhich dale lhe syslen uses in lhe
docunenl lo check lhe vaIidily dale of lhe naslei iecoid.
The syslen uses lhe iequesled deIiveiy dale.
4. Lnlei anolhei oidei foi saIes docunenl lype ZA##foi cuslonei
T-L63A##.
Check lhe sulslilulion ieason in lhe saIes docunenl.
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April 2003 © 2002 SAP AG. All rights reserved. 621
Unit 14: SaIes Scenarios SCM605
DispIay lhe oidei confiinalion on lhe scieen. Which naleiiaIs aie
dispIayed in lhe piinloul`
a) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Crca|c.
l) Lnlei saIes docunenl lype: ZA##
c) Choose |n|cr.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Cus|cncr T-L63A##
Purcnasc crdcr nunocr MatDeter##04
Ma|cria| T-ATQ## (10 units)
e) Choose |n|cr.
f) SeIecl ilen 1O.
g) Gc|c →||cn →Sa|cs A.
Check lhe sulslilulion ieason in lhe saIes docunenl.
Sulslilulion ieason: 0006
h) Gc|c → Hcadcr.
i) Choose Hcadcr cu|pu| prcticu.
DispIay lhe oidei confiinalion on lhe scieen. Which naleiiaIs
aie dispIayed in lhe piinloul`
MaleiiaI: T-ATQ##
MaleiiaI: T-ATQ##
The oidei can le nel using T-ATQ##, so il is lhe onIy naleiiaI
deIiveied.
5. Check lhe avaiIalIe slock foi naleiiaI T-ATQ##.
Change lhe Iasl oidei and enlei a nev ilen vilh a quanlily lhal
exceeds lhe avaiIalIe quanlily. Which naleiiaIs and quanlily does lhe
syslen aulonalicaIIy use vhen sulsliluling lhis naleiiaI`
Check lhe oidei confiinalion on lhe scieen.
Ccn|inucd cn ncx| pagc
622 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
Does lhe syslen dispIay lolh sulsliluled naleiiaIs`
a) SeIecl lhe second ilen.
l) |ntircnncn| →Atai|aoi|i|q.
Check lhe avaiIalIe slock foi naleiiaI T-ATQ##.
Slock: 1000
c) Choose 8ac|.
d) Lnlei naleiiaI: T-ATQ## vilh a quanlily vhich exceeds lhe
slock on hand.
e) Choose |n|cr.
Which naleiiaIs and quanlily does lhe syslen aulonalicaIIy use
vhen sulsliluling lhis naleiiaI`
MaleiiaI: T-ATQ##
MaleiiaI: T-ATR##
f) Gc|c → Hcadcr.
g) Choose Hcadcr cu|pu| prcticu.
Does lhe syslen dispIay lolh sulsliluled naleiiaIs`
Yes.
6. Iosl 50 unIts of naleiiaI T-ATQ##lo slock (pIanl: 1200, sloiage
Iocalion: 0001, novenenl lype: 561).
DeIivei lhe Iasl oidei.
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April 2003 © 2002 SAP AG. All rights reserved. 623
Unit 14: SaIes Scenarios SCM605
Conpaie lhe quanlilies in lhe oidei and lhe deIiveiy. Aie lheie any
diffeiences` Why oi vhy nol`
a) |cgis|ics →Ma|cria|s nanagcncn| →|ntcn|crq Managcncn| →
Gccds Mctcncn| →Gccds Rcccip| →O|ncr.
Movenenl lype: 561
Sloiage Iocalion: 0001
l) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Mctcncn| |qpc 561
P|an| 1200
S|cragc |cca|icn 0001
c) Choose |n|cr.
d) Lnlei lhe dala fion lhe lalIe leIov.
FIc!d namc Uscr cntry
Ma|cria| T-ATQ##
Quan|i|q 50
e) Choose Satc.
Nntc: If you encounlei a vaining nessage, choose |n|cr.
f) |cgis|ics →Sa|cs and Dis|riou|icn →Sa|cs →Ordcr →Cnangc.
g) Choose |n|cr.
h) Sa|cs dccuncn| →Dc|itcr.
Conpaie lhe quanlilies in lhe oidei and lhe deIiveiy. Aie lheie
any diffeiences`
No. ßecause of sulslilulion ieason OOO6, lhe syslen onIy
sulslilules lhe naleiiaI in lhe oidei and nol in lhe deIiveiy.
624 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Lesson: MateriaI Determination
Lesson Summary
You shouId nov le alIe lo:
- Cuslonize naleiiaI deleininalion sellings
April 2003 © 2002 SAP AG. All rights reserved. 625
Unit Summary SCM605
Unit Summary
You shouId nov le alIe lo:
- Cuslonize saIes and shipping lo suppoil lhe lusiness iequiienenl of
saIes lo enpIoyees
- Define a one-line cuslonei and aclivale speciaI piicing
- Cieale a ßOM lo le used in lhe saIes piocess
- LxpIain lhe funclions and cuslonizing oplions of lhe ilen calegoiies
and scheduIe Iine calegoiies lhal aie iequiied lo suppoil seIIing
naleiiaIs vilh ßOMs
- Cuslonize naleiiaI deleininalion sellings
ReIated Information
Ioi noie infoinalion iegaiding piocesses in saIes and disliilulion, ieviev
lhe SAI heIp fiIes al hllp://heIp.sap.con.
626 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
517
Test Your KnowIedge
1. Iicking is ieIevanl in saIes lo enpIoyees and shouId nol le changed.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
2. The accounling docunenl posls lo a speciaI cash accounl duiing saIes
lo enpIoyees.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
3. Which of lhe foIIoving oulpul lypes suppoils lhe saIes lo enpIoyees
lusiness scenaiio`
Cnccsc |nc ccrrcc| ansucr(s).
A Cash ieceipl
ß Oidei confiinalion
C ßiIIing docunenl geneialed invoice
D Dunning nolice
4. In lhe saIes lo enpIoyees lusiness scenaiio, each enpIoyee vho luys
fion lhe cuslonei sloie nusl le sel up in SAI R/3 vilh a cuslonei
naslei iecoid.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
5. SaIes oidei ßOMs aie lhe onIy vay lo seII configuied naleiiaI.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
April 2003 © 2002 SAP AG. All rights reserved. 627
Test Your KnowIedge SCM605
6. In iegaid lo ßOMs, vhich of lhe foIIoving can le defined in
Cuslonizing foi ilen calegoiies and scheduIe Iine calegoiies`
Cnccsc |nc ccrrcc| ansucr(s).
A Iiicing
ß Tiansfei of iequiienenls
C AvaiIaliIily checking
D DeIiveiy ieIevance
L Ceneialion of puichase oidei
I ßOM expansion
7. The deIiveiy ilencalegoiy is lhe sane as lhe saIes oidei ilencalegoiy.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
8. You shouId configuie Cuslonizing foi naleiiaI deleininalion in
lhe sane oidei in vhich R/3 execules lhe condilion lechnique foi
naleiiaI deleininalion.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
9. Sulslilulion ieasons foi naleiiaI deleininalion pIay a significanl ioIe
in hov naleiiaIs aie deleinined in lhe saIes oidei and in lhe deIiveiy.
Dc|crninc unc|ncr |nis s|a|cncn| is |ruc cr fa|sc.
Tiue
IaIse
1O. Which of lhe foIIoving need lo le nainlained in lhe condilion
lechnique foi naleiiaI deleininalion`
Cnccsc |nc ccrrcc| ansucr(s).
A Iioceduie deleininalion
ß MaleiiaI deleininalion pioceduie
C Condilion lypes
D Access sequences
L Condilion lalIes
I MaleiiaI deleininalion naslei iecoids
628 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Test Your KnowIedge
519
Answers
1. Iicking is ieIevanl in saIes lo enpIoyees and shouId nol le changed.
Answcr: IaIse
Though picking is noinaIIy iequiied foi deIiveied goods, il is nol
ieIevanl in lhis scenaiio since onIy lhe goods in lhe sloie aie avaiIalIe
lo lhe enpIoyees.
2. The accounling docunenl posls lo a speciaI cash accounl duiing saIes
lo enpIoyees.
Answcr: Tiue
Since lhe enpIoyees have lo pay lefoie lhey Ieave lhe conpany sloie,
lheie is no need lo posl lo accounls ieceivalIe.
3. Which of lhe foIIoving oulpul lypes suppoils lhe saIes lo enpIoyees
lusiness scenaiio`
Answcr: A
Since paynenl is nade lefoie lhe enpIoyee Ieaves lhe conpany sloie,
an oidei confiinalion is unnecessaiy, lul a cash ieceipl is needed.
Since lhe enpIoyee ieceives a ieceipl innedialeIy, lheie is no need lo
send a slandaid invoice lo lhe enpIoyee. Since lheie is no accounl
ieceivalIes, lheie is no need foi dunning.
4. In lhe saIes lo enpIoyees lusiness scenaiio, each enpIoyee vho luys
fion lhe cuslonei sloie nusl le sel up in SAI R/3 vilh a cuslonei
naslei iecoid.
Answcr: IaIse
WhiIe lhis couId le done, il vouId le lesl, fion an oveiaII
nainlenance poinl of viev, lo use lhe R/3 funclionaIily of lhe
one-line cuslonei.
5. SaIes oidei ßOMs aie lhe onIy vay lo seII configuied naleiiaI.
Answcr: IaIse
SaIes oidei ßOMs aie one vay lo seII configuied naleiiaI. The olhei
vay is lo use vaiianl configuialion.
April 2003 © 2002 SAP AG. All rights reserved. 629
Test Your KnowIedge SCM605
6. In iegaid lo ßOMs, vhich of lhe foIIoving can le defined in
Cuslonizing foi ilen calegoiies and scheduIe Iine calegoiies`
Answcr: A, ß, C, D, L, I
AII of lhe alove aie laken inlo accounl in Cuslonizing foi lhis
exanpIe.
7. The deIiveiy ilencalegoiy is lhe sane as lhe saIes oidei ilencalegoiy.
Answcr: IaIse
WhiIe lhe saIes docunenl ilen calegoiy and lhe deIiveiy ilen
calegoiy nay have lhe sane nane, lheie aie diffeienl conlioIs
lhal can le sel in Cuslonizing. Ioi inslance, picking can onIy le
deaclivaled in lhe deIiveiy ilen calegoiy.
8. You shouId configuie Cuslonizing foi naleiiaI deleininalion in
lhe sane oidei in vhich R/3 execules lhe condilion lechnique foi
naleiiaI deleininalion.
Answcr: IaIse
You shouId configuie Cuslonizing in lhe ieveise sequence of
lhal used ly lhe syslen vhen il seaiches foi lhe vaIid naleiiaI
deleininalion naslei iecoids foi saIes oideis.
9. Sulslilulion ieasons foi naleiiaI deleininalion pIay a significanl ioIe
in hov naleiiaIs aie deleinined in lhe saIes oidei and in lhe deIiveiy.
Answcr: Tiue
Sulslilulion ieasons slipuIale lhal lhe syslen can nake an aulonalic
sulslilulion (in lhe case of olsoIele pioducl), aIIov lhe oidei enliy
peison lo nake a seIeclion lhal neels lhe individuaI cuslonei´s
iequiienenls, oi nake sulslilulions lased on pioducl avaiIaliIily.
1O. Which of lhe foIIoving need lo le nainlained in lhe condilion
lechnique foi naleiiaI deleininalion`
Answcr: A, ß, C, D, L, I
AII of lhe alove need lo le nainlained in Cuslonizing, vilh lhe
exceplion of lhe naleiiaI deleininalion naslei iecoids, vhich aie
nainlained in naslei dala.
630 © 2002 SAP AG. All rights reserved. April 2003
SCM605 Course Summary
Course Summary
You shouId nov le alIe lo:
- Inlegiale saIes in lhe SaIes and Disliilulion piocess
- Configuie SAI R/3 SD so lhal il iepiesenls youi specific saIes
iequiienenls
- Iind and use HeIp vilhin lhe syslen
April 2003 © 2002 SAP AG. All rights reserved. 631
Course Summary SCM605
632 © 2002 SAP AG. All rights reserved. April 2003
Appendix 1
Reference MateriaIs
TabIe Structures
Dala enleied duiing lhe saIes piocess is sloied in vaiious ieIaled lalIes.
The foIIoving figuies depicl lhe lalIes used foi lhe cuslonei naslei, saIes
oidei, liIIs of naleiiaI, and saIes aclivilies.
Figure 123: TabIe Structure for Customers - SD View
This lalIe conlains lhe foIIoving infoinalion:
Tab!c Cnntcnts
KNA1 Cuslonei naslei, geneiaI infoinalion
KNVK Conlacl peisons
KNVV
April 2003 © 2002 SAP AG. All rights reserved. 633
Appendix 1: Reference MateriaIs SCM605
634 © 2002 SAP AG. All rights reserved. April 2003
Index
B
liII-lo paily, 87
liIIing lIock, 1O6
liIIing docunenl
lypes, 4
lIock
liIIing lIock, 1O6
deIiveiy lIock, 1O6
fasl change, 1O7
lusiness aiea
conpany code, 38
lusiness dala
Incolein, 88
paynenl condilion, 88
C
cIienl, 37
conpany code, 37
lusiness aiea, 38
pIanl, 6O
Cuslonizing, 82, 128
D
deIiveiing pIanl
pIanl, 6O
deIiveiy
pIanl deleininalion, 89
deIiveiy lIock, 1O6
deIiveiy docunenl
lypes, 4
diiecl saIes
disliilulion channeI, 6O
disliilulion channeI, 42
diiecl saIes, 6O
division, 43
docunenl dala
changing, 1O5
Cuslonizing, 82
exisling, 82
haid-coded conlioIs, 82
naslei dala, 82
docunenl fIov, 5
docunenl slalus, 4
E
enleipiise sliucluies, 36
I
Incolein
lusiness dala, 88
inquiiy, 8
M
naslei dala, 82
nalchcode, 4
P
pailnei funclions, 87
payei, 87
paynenl condilion
lusiness dala, 88
pIanl, 6O
aulonalic
deleininalion, 89
conpany code, 6O
deIiveiing pIanl, 6O
R
ieason foi iejeclion, 1O7
fasl change, 1O7
S
saIes aiea, 44
saIes oidei, 83
soId-lo paily, 83
saIes docunenl, 4, 6
lypes, 4
saIes gioup, 53
SaIes Infoinalion Syslen
(SIS), 5
saIes office, 52
April 2003 © 2002 SAP AG. All rights reserved. 635
Index SCM605
saIes oidei, 3
saIes aiea, 83
saIes oiganizalion, 41
saIes sunnaiy, 1O3
saIespeison, 53
ship-lo paily
soId-lo paily, 87
soId-lo paily, 1O8
saIes aiea, 83
ship-lo paily, 87
636 © 2002 SAP AG. All rights reserved. April 2003
Feedback
SAI AC has nade eveiy effoil in lhe piepaialion of lhis couise lo
ensuie lhe accuiacy and conpIeleness of lhe naleiiaIs. If you have any
coiieclions oi suggeslions foi inpiovenenl, pIease iecoid lhen in lhe
appiopiiale pIace in lhe couise evaIualion.
April 2003 © 2002 SAP AG. All rights reserved. 637

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