EHP4 for SAP ERP

6.0
June 2010
English

Quality Management (QM)
for Sales Returns (237)
Building Block Configuration Guide

SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany

The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services. Business Objects and the Business Objects logo. S/390. SAP NetWeaver. AS/400. and PowerPoint are registered trademarks of Microsoft Corporation. DB2. The information contained herein may be changed without prior notice. i5/OS. OS/2. System z9. DB2 Universal Database. without representation or warranty of any kind. Clear Enterprise. WebSphere. POWER5. S/390 Parallel Enterprise Server. ICA. System x. Xcelsius. Parallel Sysplex. MetaFrame. System z. Inc. © SAP AG Page 2 of 12 . Acrobat. HTML. Java is a registered trademark of Sun Microsystems. OS/400. PartnerEdge. zSeries. BatchPipes. WinFrame. BusinessObjects. ByDesign. PowerPC. RACF. System Storage. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. eServer. Power Architecture. iSeries. National product specifications may vary. z9. xSeries. Citrix. SAP. Duet. and Motif are registered trademarks of the Open Group. and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. PostScript. Oracle is a registered trademark of Oracle Corporation. HACMP. All rights reserved. Crystal Decisions.SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide Copyright © 2010 SAP AG. z10. XHTML and W3C are trademarks or registered trademarks of W3C®. These materials are subject to change without notice. and SAP Group shall not be liable for errors or omissions with respect to the materials. OpenPower. OS/390. VideoFrame. Inc. PowerVM. Adobe. System p. Program Neighborhood. GPFS. Microsoft. and MultiWin are trademarks or registered trademarks of Citrix Systems. RETAIN. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. z/OS. the Adobe logo. System i5. IBM.S. z/VM. POWER. and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries. Intelligent Miner. System z10. Outlook. Data contained in this document serves informational purposes only. System i. Netfinity. Massachusetts Institute of Technology. JavaScript is a registered trademark of Sun Microsystems. used under license for technology invented and implemented by Netscape.. pSeries. POWER5+. DB2 Connect. Crystal Reports. X/Open. All other product and service names mentioned are the trademarks of their respective companies. OSF/1. XML. Linux is the registered trademark of Linus Torvalds in the U. and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Inc. UNIX. Web Intelligence. R/3. Windows. POWER6+. MVS/ESA. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only. Redbooks. System p5. and other countries. AIX. SAP BusinessObjects Explorer. if any. BladeCenter. POWER6. Excel. World Wide Web Consortium. Nothing herein should be construed as constituting an additional warranty.

for example. program names. transaction codes. Cross-references to other documentation. EXAMPLE TEXT Names of elements in the system. when surrounded by body text. These are words or characters that you enter in the system exactly as they appear in the documentation. and individual key words of a programming language. for example. These include field names. screen titles. upgrade and database tools. This includes file and directory names and their paths. SELECT and INCLUDE.SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide Icons Icon Meaning Caution Example Note or Tip Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. Example text Exact user entry. pushbuttons as well as menu names. source code. © SAP AG Page 3 of 12 . names of variables and parameters as well as names of installation. function keys (such as F2) or the ENTER key. <Example text> Variable user entry. EXAMPLE TEXT Keys on the keyboard. Example text Screen output. table names. paths and options. Pointed brackets indicate that you replace these words and characters with appropriate entries. These include report names. messages. Example text Emphasized words or phrases in body text. titles of graphics and tables.

........ 10 4. 5 3 Configuration...........2 Create Quality Info Record for Sales..........3 Maintain Copy Control from Billing to Return Sales Order...5 2 Preparation......................................................SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide Contents 1 Purpose.................................3 Create condition records BA00/YDRE.........................................................8 3.....................................................................................9 3..........7 3...........................10 4.........................................................................................................................................................................................11 © SAP AG Page 4 of 12 ........2 Assign Output Determination Procedures.................................. 5 2.................. 6 3................................................................................8 Quality Management for Movement Type....................................1 Prerequisites....................8 3.......................................................6 Assign Schedule Line Category to Item Category...................................6 3............................8 3.........................................................................................................................................7 QM Inspection Type Maintenance.............................................................................1 Create Material Master – Quality Management View and Settings...............1 Create Sales Order Type for Returns.............4 Maintain Copy Control from Sales Return Order to Return Delivery................................................2 Design Considerations – Process Details and Options.................... 5 1................................................................................5 Maintain Schedule Line Category......................................................................1 Design Considerations general......................................................9 4 Master Data...........................................................6 3........5 1..........................11 4....................................................

A credit memo is created from the billing run. Within this option. resulting in a disposition to either put them into blocked stock. 1. scrap. see the Building Block Prerequisite Matrix for Baseline. The goods are shipped back. except transfer postings within IM. with reference to the original billing document (This allows for greater accuracy in pricing. The goods are inspected. It is not necessary to use an additional storage location to restrict MRP relevancy. use the SAP Best Practices Installation Assistant. scrap it (555) or unrestricted stock (453). and the material undergoes a quality evaluation resulting in a usage decision. and forwarded to the customer to be attached to the incoming goods. 2 Preparation 2. you must install prerequisite building blocks. no accounting document created at GR).SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide Quality Management (QM) for Sales Returns (R835) 1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually.. return stock GR is not valuated (no change in inventory accounting. The matrix (an Excel file) is linked on the solution's DVD/website in one of the following two locations:  Content Library © SAP AG Page 5 of 12 . referred to as RMA-(Return Material Authorization). not the sales order. 1.2 Design Considerations – Process Details and Options The Returns process was designed for the order to be created with reference to the original billing document. Accounting is triggered with the stock transfer posting. The process starts with a customer request for authorization to return materials to the plant for credit. The material is returned into return stock (movement type 651). an inspection lot is created. An RMA document is printed. an additional transfer posting is used to post the material either to blocked stock (459). a return delivery is created with reference to the Sales Order noted on the RMA. and credit memos to customers). Revenue change with reference to the customer takes place via credit memo posting. while accounting postings occur during transfer posting. For more information. and posted to the customers account. The request is approved. or post them into unrestricted stock. After QM usage decision. quantity. and subsequently a Return Sales Order is created with reference to the original invoice for the goods.1 Prerequisites Before you start installing this building block. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools. Thus it is not available for any other postings.1 Design Considerations general This scenario describes sales order returns processing with quality management inspection lots.

and maintain the text description as BLE Returns. from RE to YBRE. Save your settings. 9.1 Create Sales Order Type for Returns Use The purpose of this activity is to create an appropriate sales order type to be used for returns. 8. Procedure 1. On the Choose Activity dialog box. Choose Back. Choose Copy As. 3. Change the sales document type to YDRE. 10.SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide  Site Map 3 Configuration 3. select Allocate sale documents header. 6.billing type field. 7.2 Assign Output Determination Procedures Use The purpose of this activity is to assign output determination procedures to the return order type. Change the value in the Dlv-rel. 5. 3. mark the line for sales document type RE. © SAP AG Page 6 of 12 . Access the activity using one of the following navigation options: Transaction Code V/43 IMG Menu Sales and Distribution  Basic Functions  Output Control  Output Determination  Output Determination Using the Condition Technique  Maintain Output Determination for Sales Documents  Assign Output Determination Procedures 2. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution  Sales  Sales Documents  Sales Document Header  Define Sales Document Types Transaction Code SPRO 2. 4. On the Change View “Maintain Sales Order Types”: Overview screen. Add the value RE in the Shipping Conditions field. and choose enter. Change the value in Reference mandatory to M. Procedure 1. Confirm the message for copying control with No.

5. Return to the Change View “item”: Overview. 11. Save your settings 14.proc. choose Copying Control: Billing Document to Sales Document.SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide 3. © SAP AG Page 7 of 12 . Choose Back. Result The output determination procedures are assigned. and choose Copy As. 4. Choose Save. Change the value in source item category field to LZN. make the following entries: Sales Document Appln Output determ. Procedure 1. Change the Target SalesDoc Type to YDRE. 3. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution  Sales  Sales Documents  Maintain Copy Control for Sales Documents Transaction Code SPRO 2. 8. On the Change View” Sales Documents Types –Output Assignment”: Overview screen. On the Change View “Header”: Overview screen. 6. then choose TAN. 12. Choose Change. 9. 7. Choose TAN and delete the entry. and then change the value in the target item category field to YBEN. Copy all dependent item data. Output Type Type YDRE V1 V10000 BA00 4. Choose Copy As. 10. 13. Choose the target line YBRE and Source. 3.3 Maintain Copy Control from Billing to Return Sales Order Use The purpose of this activity is to create an appropriate sales order type to be used for returns. Repeat step 11 with all other item categories except item category LZN. then choose Details. Select item data.

choose category DN. Access the activity using one of the following navigation options: IMG Menu Logistics Execution  Shipping  Copying Control  Specifiy Copy Control for Deliveries Transaction Code VTLA 2. Choose all lines with item categories other than YBEN. 6. choose Change.SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide 3. Change the From SalesDoc Type to YDRE field. then select item data. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution  Sales  Sales Documents  Schedule Lines  Assign Schedule Line Categories Transaction Code SPRO © SAP AG Page 8 of 12 . choose your new line with target LR and source YDRE. 5. On the Change View “Header”: Overview. Select the line with target LR and source YBRE. 3. 3. 4.4 Maintain Copy Control from Sales Return Order to Return Delivery Procedure 1. Then choose Copy As. 8.5 Maintain Schedule Line Category Procedure 1. Copy all dependent entries. 3. 7. Choose Details. Choose Back.6 Assign Schedule Line Category to Item Category Procedure 1. On the Change View “Maintain Schedule Line Categories”: Overview screen. Save your entries. On the Change View “Header”: Overview screen. Then choose Delete. and confirm your entry. Change the fields according to: Field name Description User Action and Values Note Movement type 651 3. 9. Access the activity using one of the following navigation options: IMG Menu Sales and Distribution  Sales  Sales Documents  Schedule Lines  Define Schedule Line Categories Transaction Code VOV6 2. Save your settings.

choose Inspection Type 06 and choose Details. 3. Choose Back. Access the activity using one of the following navigation IMG Menu Quality Management Quality Inspection  Inspection Lot Creation Maintain Inspection Type Transaction Code SPRO 2. Save your settings. On the Change View “Deactivate Movement Types for QM Inspection Processing: Overview screen.7 QM Inspection Type Maintenance Procedure 1. Maintain the new entry with Item category MRP Type PD. choose New Entry.SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide 2. On the Change View “Inspection Types”: Overview screen. Save your entries. On the Change View “Assign Schedule Line Categories”: Overview screen. Enter the following values in the fields: Field Name Description User Action and Values Note UD selected set YB02-01 Selected set in same  plant 3. 4. process Option 1: Choose lines with Movement type 651: Maintain values with Movement Special Stock Consumption QM not Comment Type Type active 651 No consumption blank Process option 2 651 Sales order blank Process option 2 651 Project blank Process option 2 651 Consumption blank Process option 2 3. 3.8 Quality Management for Movement Type Procedure 1. © SAP AG Page 9 of 12 . DN. Save your entries. and PropSchdLneCat. 3. Access the activity using one of the following navigation options: IMG Menu Quality Management  Quality Inspection  Inspection Lot Creation  Inspection for Goods Movements  Deactivate Quality Inspection for a movement type Transaction Code SPRO 2. 5. and.

Choose Save. Choose Enter. select Quality Management.SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide 4 Master Data 4. Access the transaction choosing one of the following navigation options: SAP ECC Menu Logistics  Materials Management  Material Master  Material  Create (General)  Immediately Transaction Code MM01 2. the quality management view and assignment to returns inspection is required. On the Quality Management tab. choose Create Inspection types. choose Inspection setup. 5. make the following entries: Field Name Description User Action and Values Comment Plant Plant 1 (1000) 6. On the Create Material Initial screen. 8. Procedure 1. Result The quality management view for your material has been created. enter the following values and choose Enter: Field Name Description User Action and Values Comment Material F231-1 3. Material xxx: Inspection Data Setup Data window. © SAP AG Page 10 of 12 . 10. 4. On the Select View(s) dialog box. and make the following entries: Field Name Description User Action and Values Comment Inspection type 06 Active  9.1 Create Material Master – Quality Management View and Settings Use For any material to be returned with inspection processing. Choose Enter: 7. In the Plant 1000. Choose Enter. In the Organizational Levels dialog box.

3. Then choose New Info Record. Result You have created a quality info record. Procedure 1. 4. enter the output type BA00 and choose Enter. Maintain values with: Field Description Values Comment Material < > Quality  Inspection After delivery 4. Access the activity using one of the following navigation options: SAP Menu Logistics  Sales and Distribution  Master Data  Output  Sales Document  Create Transaction VV11 2.SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide 4. enter the following values and choose Enter. On the Create QM Control Data in SD: Initial screen.3 Create condition records BA00/YDRE Use The purpose of this activity is to create output control data record BA00 for order type YBMO. make the following entries: Field name Description User action and values Comment Sales Organization 1000 © SAP AG Page 11 of 12 . Choose Control Data. On the Create Output – Condition Records: Sales screen. Field Description Values Comment Customer 100000 Sales Plant 1 (1000) organization 3.2 Create Quality Info Record for Sales Procedure 1. Choose Continue. On the Create Condition Records (Order Confirmation): Fast Entry screen. then choose Save. Access the activity using one of the following navigation options: SAP ECC Menu Logistics → Quality Management → Quality Planning → Logistics Master Datal → Quality Info Record: SD → Create Transaction Code QV51 2.

SAP Best Practices Quality Management (QM) for Sales Returns (237) Configuration Guide Field name Description User action and values Comment Sales Document YDRE Type Function SP Partner Medium 1 Date/Time 4 Language 4. Choose the Communication (F2) button. On the Create Condition Records (Order Confirmation): Communication screen. Result You have created the output condition record for output type BA00 and sales document type YDRE. 7. 5. make the following entries: Field name Description User action and values Comment Print immediately X Release after X output Output Device Select your printer Number of 0 messages 8. Choose the Select (F9) button. Confirm your entries with Enter. Choose Save and go Back to the Easy Access Menu. 6. © SAP AG Page 12 of 12 .