Workshop Retail A1Wonk Raa Workshop Retail A1 PARTICIPANT HANDBOOK INSTRUCTOR-LED TRAINING Course Version: 15 Course Duration: 4 Day(s) Material Number: 50135138SAP Copyrights and Trademarks © 2016 SAP SE oran SAP atftiate company. Alrignts reserved, No part of tis publication may be reproduced o transmitted in any form or for any purpose without the express permission of SAP SE or an SAP stliste company. ‘SAP and other SAP products and services mentioned herein 2s well as thelr respective logos are trademarks or registered trademarks of SAP SE (or an SAP affilate company) in Germany and other countries. 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All rights reservedvil Course Overview 25 Introduction 26 Lesson: Solution Overview & Introduction 43 _Unit3: —_ Basic Concepts Lesson: Organizational Structures 51 Exercise 2: Set Up Default Values 57 Lesson: Master Data a1 Exercise 3: Site Master in SAP Retail 95 Exercise 4: Merchandise Category Hierarchy 99 Exercise 5: Article Hierarchy 103 Exercise 6: Article Master in SAP Retail m Exercise 7: Article Copy us Exercise 8: Assortment Planning / Layout Workbench, 121 Lesson: Inventory Management cot Exercise 9: Inventory Management 140 Lesson: Conditions 151 Exercise 10: Purchase Price Determination and Retail Pricing 161 __Unit4: Requirements Planning from Vendor to Distribution Center 163 Lesson: Requirements Planning 75 Exercise 11: Requirements Planning for a DC. 181 Exercise 12: Convert Purchase Requisitions to Purchase Orders 189 Lesson: Purchase Order Management 197 Exercise 13: Purchase Order Management 210 Lesson: Order Confirmation & Goods Receipt Process ina DC 221 Exercise 14: Order Confirmation 225 Exercise 15: Goods Receipt Process ina DC 231 Lesson: Invoice Verification 235 Exercise 16: Logistics Invoice Verification 245 Lesson: Condition Contract Settlement 249 Exercise 17: Condition Contract Settlement © Copyright Alirignts eserves v259 261 273 278 287 300 315 325 331 335 347 356 365 Unit 5: Replenishment Planning for Stores Lesson: Store Connection with POS Sales Exercise 18: Sales Simulation Lesson: Replenishment Planning Exercise 19: Replenishment Planning Lesson: Goods Issue Process in a DistributionCenter Exercise 20: Goods Issue Process ina DC Lesson: SAP In-Store Merchandise and InventoryManagement Exercise 21: Goods Receipt in SAP In-Store MIM Lesson: Selling to Customers - Sales Order Exercise 22: Sales Order Lesson: Physical Inventory Exercise 23: Physical Inventory ina Store (© Copyright. Alrights reserved.TARGET AUDIENCE This course is intended for the following audiences: + Application Consultant + Data Consultant + Development Consultant + Industry / Business Analyst Consultant + Project Manager + Developer + Business Process Owner/Team Lead/Power User + Industry Specialist + Solution Architect + Business User + Super / Key / Power User {© Copyright. Alrights reserved.© Copyright. Allrights reservedLesson1 Solution Overview & Introduction oe : 26 UNIT OBJECTIVES + Describe the SAP Retail Portfolio on a high level + Understand the strategic options of SAP Customer Activity Repository (SAP CAR) and SAP Fashion Management + Explain the meaning of SAP HANA and the deployment options for S/4HANA Describe the processes covered in this course 7 x 4 © Copyright. Alinghts reserved.Solution Overview & Introduction LESSON OVERVIEW This lesson provides a short overview of the SAP for Retail Portfolio, which can be viewed in the ‘SAP Solution Explorer, The information there is regularly being modified and enhanced to reflect developments and changes to the SAP for Retail software and its environment. Business Example The Solution Explorer is a uniform, multi-level analysis tool that maps strategies and processes for certain lines of business and industries and indicates the solutions already developed by SAP and its partners for these processes. It also allows you to search for SAP's technology solutions. ‘The Solution Explorer for SAP for Retail provides an overall view for Retail, but you can also access the versions set up for Fashion, Food, Drug and Convenience, as well as Hardlines. These subdivisions may change over time. LESSON OBJECTIVES ‘After completing this lesson, you will be able to: + Describe the SAP Retail Portfolio on a high level + Understand the strategic options of SAP Customer Activity Repository (SAP CAR) and SAP Fashion Management + Explain the meaning of SAP HANA ang the deployment options for S/4HANA + Describe the processes Covered in this course 6 ‘© Copyright. Al rights reserved.Lesson: Solution Overview & Introduetion SAP Retail Portfolio Overview i SAP Solutions for Retail The above figure provides a high-level overview of the SAP for Retail Portfolio. At the basis, you can see which core applications are relevant to run a retailing business. This relies on the ERP solutions for Retail or Fashion Management respectively, as well as on SAP's Finance and HR solutions. ‘Above, you can see the fundamental systems supporting the overall retail processes by providing real-time customer and business insights. Then’on top, there's the master data layer. Correct and fully maintained article master data is a key prerequisite to for any retail operation, The SAP solutions in these areas are well prepared to deal with highest data volumes, supported by the powerful SAP HANA database. The top four building blocks show the main process areas, with omni commerce customer experience bringing all together. Please note: The above high-level overview reflects the portfolio status at the end of 2015. Solutions may be re-named over time, new solutions introduced, so check the website http:.// solutionexplorer.sap.com for current information. SAP Customer Activity Repository (SAP CAR) SAP Customer Activity Repository (SAP CAR) isa single, unified data platform for retail planning, forecasting and analytics on In-memory technology. © Copyright. llrightsreserved 7Unit2: introduction SAP Customer Activity Repository (CAR) Point of UIS oF SAP Business Platform Sale Analytics (SAP Hana Live) | | san fd ce EB om Ed on-Shelt ‘igor Figure 12: SAP Gustomer Activity Repository — Overview ‘The SAP Customer Activity Repository (SAP CAR) is @ foundation that collects data that was previously spread over multiple siloed applications in diverse formats. The application collects, cleanses, and centralizes all customer-related data across all channels in real-time for analysis. and makes it ready for consumption by other applications. SAP CAR acts as the basis for multi-channel transactions: itis a repository that captures information on consumer activities across all interaction channels enriched by master and transactional data, ‘The Repository stores dataaat the most granular level of detail allowing the embedded science layer to execute advanced statistical algorithms and pattern predictions. Customer Centric Marketing and Merchandising: Inorease revenue and optimize assortment, marketing spend, pricing. and promotions based on real-time predictive customer insight. Sourcing, Buying, and Private Label: Increase vendor profitability based on real-time predictive customer insight. ‘Omni Commerce Customer Experience: Deliver personalized customer experience and turn occasional shoppers into loyal customers based on real-time predictive customer insight. ‘Supply Chain: Optimize inventory based on real-time predictive customer insight. ‘The applications shown at the bottom of the slide pull or are fed with data from SAP CAR. For example: SAP CRM Interaction Center This is a proven solution for high volume B2C interaction centers (call centers). It provides all the necessary data to the call center agents so they can answer customer queries, and to execute call 28 (© Copyright. Alirights reserves.Lesson: Solution Overview &Intraduction center operations, such as order creation/change, service management. loyalty management transactions, and so on. ‘SAP Promotion Management for Retail With this solution, you can plan promotional events and offers to match consumer preferences and maximize sales. In a Planning Workbench the user can for example + view and manage events and projected sales + Maintain promotional events and offers + Associate a vendor fund to @ promotional offer SAP Assortment Planning, Here, you can determine assortments and their respective product mix depth in line with strategic goals, and plan demand quantities for upcoming seasons based on referenced historical data across product categories and selling locations. It aligns assortments with objectives like Budget, Shelf space, Sales and Financial objectives. Further key capabilities are simulation, planning and refinement of assortments. SAP hybris ‘SAP hybris provides an integrated customer experience with leading solutions for Marketing and Commerce. These solutions enable next generation customer engagement by allowing organizations to successfully connect with customers to better understand and predict their needs and interests throughout the whole buying journey. By combining hybrris Marketing with hybris Commerce, you can gain insights about individual customers in real-time, and “wow” them with exceptional, contextual experiences from the stage of discovery, to purchase and returns, including social engagement. ‘SAP HANA is the state-of-the-art in-memory database platform that is deployable as an on- premise appliance or in the cloud. As an appliance, SAP HANA combines software components from SAP, optimized on proven hardware provided by SAP's hardware partners. In the cloud, SAP HANA is offered as a comprehensive infrastructure combined with managed services. SAP HANA can be deployed through the following cloud offerings: SAP HANA One, SAP HANA Cloud and SAP HANA Enterprise Cloud. Initially, HANA stood for High-Performance Analytical Appliance, and refers to the software and the hardware appliance on which itis shipped. Today. the term SAP HANA is no longer an acronym, buta trademarked name. SAP S/4HANA ‘SAP S/4HANA is the next generation business suite designed to help you run our simple in the digital economy. This new suite is built on the in-memory platform, SAP HANA, and offers a personalized user experience with SAP Fiori. Deployable in the cloud or on-premise, SAP S/ HANA is built to drive instant value across lines of business and industries with the ultimate in sophistication: simplicity. SAP Fashion Management ‘SAP Fashion Management is a new SAP product that is globally available since end of 2014. © Copyright. Allrights reserved 2Unit2: introduction ie ‘The value of vertical integration of common processes across different business units with shared or visible global inventory can be achieved through a vertical fashion solution => ashion Management —— + Consumer focus + Expanding sales channels + Success of strong brands mae + Private label growth [Bi ere sar restion tonagement In the past. there were mainly two different types of companies: On the one hand, there were fashion brands with mainly manufacturing and wholesale operations and on the other hand retail companies. But the market situation is very dynamic. Key trends, ike globalization. faster fashion, customer centricity and verticalization influence the business. New business models evolved. As a reaction to changed business models. companies with vertical business processes, installed two ERP solutions, SAP Apparel and Footwear Solution (SAP AFS) for wholesale and manufacturing, and SAP Merchandising for Retail for their retail operations. This approach worked out quite well for some time. But, as over time both business models become equally important this realization represents a big challenge for vertical companies. They manage their processes in two different ERP systems with high complexity of integration and data synchronization. The systems use two different data models (e.g. generic article with matrix in SAP Retail and fashion material with grid in SAP AFS) and also have completely different user experience. As a consequence, vertical companies are managed like two or even three separate businesses (E-commerce; Retail and Wholesale). They are less flexible and cannot benefit from optimization opportunities of a vertical fashion process: Missing global visibility across the entire business, and key assets, such as inventories are just a few examples, \With SAP Fashion Management, SAP helps vertically integrated fashion companies with multiple sales channels and multiple businesses to act as one. It covers retail, wholesale, manufacturing and fashion specific processes on one single backend system. SAP Fashion Management is 2 special, own version of an SAP ERP System: Technically. itis based on a SAP Retail ERP system, but has it's own functionality on top. With the next releases, even more production- and fashion management capabilities willbe added. tis important to mention that SAP Fashion Management ‘comes with SAP HANA and can leverage all related advantages. So some of the processes which typically weigh heavy on system performance benefit from @ much faster processing, Even more, © Copyright. Allrights reservedLesson: Solution Overview & Introduction with SAP HANA, game changing new processes are possible such as multi-channel MRP or Order Allocation (ARun) with the ability to simulate. But what do we exactly do we mean by vertically integrated companies? To answer this question, let us take a look at the process chain in fashion. gi ce aa ra i / } Lhe, Jf, e fe ff od @P » ay Sep Oct Nov 70 xine Te of Oepce Figure 15: Typeal Business Process n Fashion It's @ long way until fashion merchandise, for example a women's blouse or a pair of skis can be finally offered to consumers, either from stores or through other sales channels, The articles have tobe designed and planned, then for the selected ones, details about what materials they are actually made of have to be determined, as well as where and by whom can they be manufactured. Also the cost and retail prices have to be determined accordingly. ‘The manufacturer/vendor then receives our order. the merchandise will be produced and delivered to the distribution centers once production is finished. Usually some adcitional services are performed in the distribution center, for example the merchandise delivered in boxes has to be put on hangers, security andiprice tags attached. and so on. © Copyright. Allrignts reserved. 3Unit 2: introduction Fetal Figure 16 Harmonized Process in Fashion customer Inthe past, there were usually two types of businesses: + Wholsale companies sourced and sold fashion goods to further B2B wholesale customers / resellers (which could be retail companies, in fact) + Retailers mainly focused on buying and sourcing, in order to be able to sell to consumers through own retail channels (stores, internet, call center.) Anyhow, a growing number of wholesalers / manufacturers and retailers expand to business. processes along the vertical supply chain: + Wholesalers / manufacturers expand down the siipply chain. by opening up own retail stores. (eg. showrooms), while they continue to be manufacturers (with own or outsourced production). This creates a challenge in terms of production and stock management considering all their business sectors + Retailers may also operate a wholesale branch. They don't necessarily run their own manufacturing facilities, nor do they outsource manufacturing, but they have a strong need to. efficiently manage stock procurement and distribution for both the retail and wholesale operations: The figure above shows the vertical integration with SAP Fashion Management: Instead of using separate systems (SAP AFS, SAP Retail), each with own requirements planning, ordering, sales and logistics processes, these central processes can now be unified: There'is only one central MRP run considering the overall demand and stock situation, with requirements coming from (© Copyright. Alrights reserved‘Lesson: Solution Overview & Introduction both the retail and wholesale business areas, taking into account production capacity when applicable. Inthe harmonized procurement process itis possible to create purchase requisitions or production orders, which combine the quantity requirements from both the retail and wholesale areas. This means the manufacturers/vendors deliver the total quantities of merchandise required across several sales channels, ie. there is only one common stock From this common stock. the goods can be delivered to the recipients of all sales channels. In case there is a shortage in the common stock, the order allocation run (ARun) helps to distribute the existing quantities according to specific rules. For example you could prioritize a channel, saying requirements from e-commerce take precedence over the others. os ae oa a ‘customer Figure 7: Segmentation Stock Segmentation is. one of the core functions in SAP Fashion Management. As mentioned before, itis possible to carry one common stock for-an article, which would then be allocated using specific rules. Nevertheless, with stock segmentation it is possible to separate stocks either logically or physically. As per the example shown in the figure above, the stock was physically segmented for retail (green) and wholesale (blue). The intention is to use the retail (green) part of the stock to supply stores, whereas the wholesale (blue) quantities should be used to fulfill customer orders. © Copyright. lrignts reserved.Unit 2: Intracuction =» ae | Example 1: Country of | origin, lo} Example 2 Example 3: Channel, logical Quality, physical f ' I | 1 1 I a I = I Wholesale E-Commerce Own Retail 1 1 1" Quality 1 24 Quality ‘Segmentation is anew SAP ERP component integrated into + LO Material Master + SD Sales + MM Purchasing {tis not limited to SAP Fashion Management and has to be activated as business function. However, additional related functionality such as the ARun is limited to SAP Fashion Management, ‘Segmentation offers the possibility to categorize demand 2s well as supply based on logical and/or physical aspects of a product without the need to create additional material/article master data for each possible segmentation value, en © Copyright. Allrights reserveda, cs Lesson: Solution Overview & Intraduction Introduction of the Business Processes in the Units 4, 5 and 6 Distribution Center & Figure 19: Overview of Parties involved in Retail Proc a The training system is fully implemented, which means all processes are configured, and master data are available for the participants to perform the exercises. The fictitious model company is. based the US and called IDES Retail Inc, US. The company runs own distribution centers and stores, and the external business partners, vendors and (external) customers are created. The processes will mainly focus on retail scenarios, where sales transactions to (anonymous) consumers are processed using point-of-sale (POS) systems, and stores will be supplied with merchandise by either distribution centers or external vendors. Still IDES Retail Inc US also has a small wholesale branch. and therefore the SD sales order process will also be covered in this course [© Copyright. All rights reserves. 38Unit2: introduction po) ened cS) ee Seeaeeee ss es amu hoe SS contracts eer ea Distribution Center | eee | a ei | anes fow| Figs 20; Course Overdew of Unita z | Requirements Planning from Vendor to Distribution Center: You plan merchandise requirements for your distribution center at regular intervals. Based on results of the planning run, you can generate purchase orders and send them to your vendors. ‘The vendors deliver you the merchandise that you have ordered. You receive them into the system by posting a goods receipt, and you store the merchandise in your warehouse. You check the invoices that you receive from your vendors. ‘After you have checked the invoices, you check the updated the condition contracts between you and your vendors. % © Copyright. Allrights reservedLesson: Solution Overview & Introduction or fea Distribution Center ties ra | Store erchanase tow Intrmation tow Figure 2: Course Overview of Unit Replenishment Planning for Stores: Sales transactions in the stores are captured using POS systems. In order to make sure the stores don't run out of stock, the replenishment run is scheduled every night in the central system, In order to caleulate the required quantities correctly, the day's sales data of the stores has to be sent to the central system beforehand, so that inventory management is up-to-date. Different follow-on documents can be created from the replenishment run. In our example a stock transport order contains the articles and quantities required for the store. In order to start the shipping process in the DC, an outbound delivery will be created, the merchandise will be picked and packed, and goods issue posted. The final step is posting the goods receipt in the store using SAP In-Store Merchandise and Inventory Management (SAP In-Store MIM). ‘Additionally, the topics sales order and physical inventory will be covered in this unit, in order to gain a good overview on the capabilities of SAP In-Store MIM, 7 ‘Copyright Allrights reserved.a epee | Distribution Center Ce eer | eo | et rials ‘As briefly mentioned before, the SD sales order process will be covered as well. n fact, both {utfilment options willbe explained: The first processis shown on the figure above. The customer places a sales order and an outbound delivery is created in the DC to ship the goods to the Customer, Then, the customer invoice is created. The second process willbe about direct delivery from the vendor to the customer: Again, 2 sales order is created, but the article is a non-stock item. This means, itis only ordered on customer request, and then directly shipped from the \yendor to the customer. For this purpose. the system creates a purchase requisition for the sales order iter. The purchase requisition is converted to a vendor PO. The vendor sends the invoice, ‘and in turn we blithe customer. Especially for this process, you can use the proof of delivery concept to ensure the customer billing document will be based on the correct quantities. 3 © Copyright. llrightsreserved= ) Lesson: Solution Overviaw & Introduction = peed pices xs een Precast feces eal od a ercnanaies fom Information ow Figure 23: Course Overview of Unit 6 Retail Promotion with Merchandise Distribution: You are about to introduce a new product range, and you want to use 2 retail promotion to push sales of the new articles in your stores. You start with promotion planning, where you define the promation period the site groupiin which the promotion should take placeyas well as the articles. planned quantities, and conditions. As soon 2s you finished promotion planning, you can move on to promotion subsequent processing. This for example involves price activation, article listing and generating an allocation table. An allocation table is used to distribute planned merchandise quantities among several stores according to certain rules, and to generate the necessary documents. Follow-on processing for the allocation table involves generating purchase orders for the vendor and purchase orders between the distribution center and store (stock transport orders). In our example, the promotion items should pass through the warehouse quickly, therefore you want to.use the cross-docking process in merchandise distribution. This bypasses the usual warehouse putaway and picking process, and thus reflects 2 just-in-time scenario. This means the goods issue follows soon after the goods receipt of the merchandise. Finally, the goods arrive at the store, where goods receipt is posted, The sales of the new items can now begin. Overview of the Master Data used in the Training System For your information, the below table provides comprehensive overview of the organizational elements and the master data of our model company IDES Retail Inc. US, The second table shows, the master data used for each exercise. Type of Data Data in the Training System Description © Copyright. Alrignts reserved 38eee eee Unit2: Introduction Company code Purchasing Org Purchasing Group Sales Org Distribution chan- nels Division Shipping point Warehouse no. Article Distribution Center Stores R300 R300 R30 RG1O RL RS RL RTH Reet RITAOZH RITAO3## (700039) RITAO4## (BILIZ1) RITAOS## (311312) RITAOGH# RITALS## (311311) RITAI7## (B11313) RITAIBA# RIRITAIS## (419121) RITA20## (419131) RITA4O## (313122) RITA41## (700041) RITA42## (700040) RITAA6## (700033) RITA47## (700034) R7## (1011) Re## (1001) Ri## (1201) Ra## (1221) Rag## 1102) R5## (1101), IDES Retail Inc. US Retail USA Retail Standard US General Merchandise Store Stores US/Distribution US Retail Shipping Point VZ East Group ## Warehouse Group ## (Lean WM) Belt for Kids, colorful ## Trousers for Children with zip ## Cornflakes Group ## Salt Crackers Group ## Mango Group ## Choco Chips Group ## Peanuts Flips Group ## Nuts Mix Group ## Ladder, Aluminium Group ## Shower Cabin Group.90x90 #i# Schoolbag ## Pencil-Case ## School Uniform ## Pretzel Sticks ## Wholewheat Cookies #7 DC Group ## Dry Storage EastGroup ## Store Philadelphia Store Wilmington Store New Jersey Store Philadelphia © Copyright. Alrights reserved.Lesson: Solution Overview & Introduction pendor. RITVO2## (RFI306) Chinese Clothes RITVOS## (RS1102) Power Trade RITVI2## (RFI304) Young Fashion inc. Overview of the Master Data used in the Exercises Unit/Lesson Vendor Article(s) DG/Store(s) Basic Concept/ - RITAOSHH# - Article Master Basic Concept/ - ITAL R7HH IM/Stock Overview Basic Concept/ = RITAI7#H Rite IM/Posting Scrap Basic Concept/ = Mc RSI3110 RiW#/ Inventory Mat/ Raitt MC Level Basic Concept/ = RITALO## Rist Price Controt Basic Concept/ RITVOS#H RivAis## Rew Conditions/ Purch, Price Determina- tion Basic Concept/ RITVOBHH/ RITAOGH# Rr Conditions/Pricing RITVOSH#/ RITALSH## R700 Volt RITVOBHH RITAOA#H R7#H RITAOSH# Ss RITVOS## RITAIS## RIE Cee RITVO2#H RITAO2#H R7#s UnitvalternativetorGR) © arrose haley wae © Copyright. Alirights reserved. ael i eee Unit2: introduction Betiesvereniag ere TUTNOOHE rai i | RITAA7##001 melinpes vacation NOt Seen an RITAA7##001 Oui on contract. pityosse RITAO4## Ree | RITAOS## Unit 5/POS Simulation a RITALHH Riet | RITALZ## nt s7Rekengtmest RITVOSH# RITAIS## RBH e RITALG## Unit 5/Sell to Customer i RITAIS#H Rowe Unit 5/Third Party Process _ RITAZO## Reet Unit 5/Physical Inventory RITAOSH# Roe RITALS## Unit 6/Promotion/ RITVIZH# RITAL#H Roe Merchandise Distribution, RITAIZ## Rist Rowe Unit 6/Callective PO RITVOSHE RITAIT## Reet RITAISHT Rit Rae LESSON SUMMARY You should now be able to: Describe the SAP Retail Portfolio on a high level Understand the strategic options of SAP Customer Activity Repository (SAP CAR) and SAP Fashion Management Explain the meaning of SAP HANA and the deployment options for S/4HANA Describe the processes covered in this course a Copyright. Al rights reserved.Lesson1 Organizational Structures, 45 Exercise 2: Set Up Default Values 51 Lesson 2 Master Data 57 Exercise 3: Site Master in SAP Retail a1 Exercise 4: Merchandise Category Hierarchy 95 Exercise 5: Article Hierarchy 99 Exercise 6: Article Master in SAP Retail 103 Exercise 7: Article Copy il Exercise 8: Assortment Planning / Layout Workbench us Lesson 3 laventory Management 12 Exercise 9: Inventory Management 131 Lesson 4 Conditions 140 Exercise 10: Purchase Price Determination and Retail Pricing, 151 UNIT OBJECTIVES + Name the main organizational structures in SAP Retail + Distinguish between the site categories “distribution center" and "store" + Explain the use of merchandise category and article hierarchies, + Listthe different article categories in SAP Retail + Understand how the article master is structured in SAP Retail © Copyright Allrignts reserved. 8Unit 3: Basie Concepts + Describe the meaning of assortments and listing, + Learn how inventory is managed in SAP Retail + Explain the valuation of articles and specify the various valuation procedures + Point out the features of sales price valuation + Explain the purchase price determination process in SAP Retail + Explain the differences between one-step and two-step calculations + Use the retail pricing function in SAP Retail 4 ‘@ Copyright. Alrights reserved.Organizational Structures LESSON OVERVIEW You can use organizational structures to map complex enterprise structures flexibly. They are used to reproduce the legal and organizational structure of a retail company from various different perspectives. With that, itis possible to map the different business sectors of a ‘company. These departments are integrated by connecting organizational elements, IDES Retail Inc. US is a fictitious retail company used to map examples of typical retail structures, master data, and system settings. It therefore forms the basis for performing processes typical to retail, Business Example ‘You want to implement SAP Retail in your enterprise. First, you familiarize yourself with the retailing terminology used by SAP. You learn to distinguish between organizational structures, master data and documents. LESSON OBJECTIVES After completing this lesson, you willbe able to: + Name the main organizational structures in SAP Retail © Copyright. All rights reserved. 45Unit 3: Basic Concepts Organizational Structures relevant in SAP Retail IDES Retail Inc. US. contains typical examples of the key sectors and site categories in wholesale and retail. E SAP's Internet Demonstration and Evaluation System (IDES) enables you to carry out retail- specific processes. New retail structures, master data and Customizing settings have been created especially for IDES to complement the existing industry-relevant organizational structures, Figure 24: IDES Reta) The IDES Group encompasses several sectors: IDES Europe, IDES America, IDES Asia, and another retail sector (IDES Retail Inc. US and IDES Retail GmbH) in which all relevant retailing processes are mapped out. = © Copyright. Allrghis reservedLesson: Organizational Structures Operating Concern | 0 operating Concern DES Reta Chart of Accounts ——> | Controlling Area aman 300 IDES Retail ne, US ZK | [ 1100 4000 | R300 | company Code ee Code Ce Subic cies | igieeey etal NC US PS Profit Center | Figure 25: Organisational Sructures in Finance and Controling + Map the individual parts of a company (for example, Purchasing, Sales) + Ensure thatall Subareas of the company are linked together in the organizational structure ‘Aclient corresponds to a corporate group. which can be subdivided into subsidiaries. From an (external / legal) Financial Accounting point of view, an enterprise is subdivided into ‘company codes. A company code is an independent organizational unit that balances accounts in accordance with legal requirements. Ina .centfal organization, one uniform, usually a maximum chart of accounts is created at corporate group level and this is then valid for all company codes. In a decentralized organization, the chart of accounts is assigned on company code level. Each valuation-relevant transaction creates a Financial Accounting decument, which lists the G/L ‘accounts posted to and the details of the posting The controlling area is the organizational unit used to subdivide the business organization from a cost accounting standpoint. Cost centers are organizational units within a controlling area and represent a defined location of cost incurrence. They can be defined based on functional requirements, allocation criteria, physical location, or responsibility for costs. The operating concern is an organizational unit in (internal) accounting (Controlling), which structures an enterprise from the Profitability Analysis point of view. You can calculate an operating profit or contribution margin for the individual market segments that are defined by a combination of classifying characteristics (such as merchandise category. country. or distribution channel). Several controlling areas can be assigned to one operating concern © Copyright. au rights reservedUnit 3: Basic Concepts Proftabilty Analysis represents 2 market-oriented approach with the aim to provide your sales. marketing, product management and corporate planning departments with information to support internal accounting and decision-making. The profit center is an organizational unitin accounting that reflects 2 branch or division of @ company that is accounted for independently for the purpose of profit calculation. Retailers often tee the organizational level of profit center in order to measure and compare profit and losses of their stores from a finance perspective. Client Purchasing Organization | R300 | R100 | Purchasing group | R30 R31 | | 001 E Faure 25, brgenaatonal Siruchaes in Puschasig : ‘purchasing organization procures merchandise for several stores and negotiates purchase ‘Conditions with vendors. Thisis the business unit legally responsible for all purchasing activities snd acts as a data retention level for master data. The purchasing organisation serves as.a key field in purchasing-related master deta and in business documents, such as @ purchase order. A purchasing group consists of one of more buyers and in that represents 2 purchasing department. Purchasing groups are responsible for maintaining | master data and control data. ‘and for operational purchasing activities. A purchasing group is no data retention level. a ‘Copyright. Al rights reserved,TTT TT Lesson: Organizational Structures Client Site Figure 27- Inventory Management with exter use Management (WM) Article stocks are managed on a quantity basis in the system to keep track of the goods flow in, the company. Stocks are managed for each individual site and storage location. Asite can bea store, a distribution center, or a production location. A storage location is @ stock-keeping unit with its own inventory management. The stocks located ina site can be managed separately in different storage locations. A distribution center is usually subdivided into more than one storage location to map the physical structure (for example to distinguish between a high-rack storage building and an outside warehouse) and to allow separate inventory management for each storage location. A store is usually assigned one storage location. © Copyright. Altrignts reserved 48Unit 3 Basie Concepts i | Client Sales Organization ureya uopnaisig ware SaeS Distribution [ Rt ) { R6 RS channel \_Store Sales | |_Wholesale | | Distribution | oe pL Detmutit ) i ‘al Elie } Division } rt | Rt | jonal Structures in Sales Ey tances A distribution chain is a combination of a sales organization and a distribution channel, A sales organization is legally responsible for sales in your company and is therefore responsible for product liability and any recourse claims from customers. Sales organizations allow you to divide your market into regions. Business transactions in sales and distribution are always processed ina sales organization. In order to best serve the market. your sales and distribution department uses different distribution channels, Possible distribution channels include sales to the consumer through chains of stores, wholesale outlets, or by mail order. Distribution channels are assigned to sales organizations. Divisions are not used'as organizational levels in SAP Retail In our example, the corresponding defavit value (dummy) used is R1. In order to connect the SO and FI modules/systems, the sales organization is assigned to exactly one company code. 50 © Copyright. All rights reserves.Set Up Default Values Business Example You use SAP Retail as a retailing system in your company. Now make some default settings in the system so that you can work through the processes in this course more easily. ‘Set Up SAP Retail as your Initial Screen You want to set the retailing menu (SAP Retail) as the initial screen for your user. This menu will appear automatically every time you log on to your system in the future. 1. Tomake this setting, access the function for maintaining your user defaults by choosing ‘System — User Profile + Own Data. Select the Defaults tab page and enter transaction W10T as your start menu. Save the entries you have made, 2, Make sure the SAP Easy Access menu for Retalling is now available. Haw do you recognize this? What are the first four main entries of the Retailing menu? Maintain User Profile Ifyou want the values for the organizational structures to be proposed as default values in the fields of some of the transactions, you can enter these values in your user profile. 1. Toaccess the function for maintaining your user parameters, choose System — User Profile = Own Data and choose the Parameters tab. Call up the F4 help in the Parameter ID column. On the Restrictions tab page, click on the long. thin bar containing the gray triangle. ‘You can now make entries in the Short Description field. 2. Inthis client, you normally work with company code R300 in purchasing organization R300 and you are assigned to purchasing group R30. You usually work with the 'Stores US' store distribution chain, which consists of the sales organization RG1O and distribution channel R1. In addition, you want the value R1 to be displayed for the division. Use the F4 help and enter the following terms in the Short Description field. Note that the entry is case-sensitive! Company code, Purchasing organization, Purchasing group, Sales organization, Distribution channel, and DIVISION. Enter the keys as parameter IDs and their values as parameter values and then save your settings. Create Favorites Inlater exercises, you will use some transaction codes. which are not mentioned in the SAP menu. Therefore you willadd them in advance to your favorites. © Copyright Alirignts reserved a [2Unit 2: Basie Concepts 1. Choose your favorites Folder and insert the following transaction codes and check their description (you can change the descriptions if necessary): transaction code Description MESON Automatic generation of POs MESIN Create Purchase Requisition Mio Goods Movement NwBC Launch NetWeaver Business Client For the Condition Contract Settlement exercise, we need three additional transactions. Therefore, create a separate Favorites Folder and name it Condition Contract Settlement. ‘Then add the transaction codes to the new folder: transaction code Description wcoco Process Condition Contract WB2R_BUSVOL Business Volume for Contracts WB2R_SV Vendor Contract Settlement ‘The entries and settings you made in exercise 2 are only available in your current session. Therefore, you should now only keep your current session, and close the other windows. 52 ‘© Copyright. All rights reserved.Set Up Default Values Business Example You use SAP Retail as a retailing system in your company. Now make some default settings in the system so that you can work through the processes in this course more easily ‘Set Up SAP Retail as your Initial Screen You want to set the retailing menu (SAP Retail) as the initial screen for your user. This menu will appear automatically every time you log on to your system in the future. 1. To make this setting, access the function for maintaining your user defaults by choosing System — User Profile + Own Data, Select the Defaults tab page and enter transaction W10T as your start menu. Save the entries you have made. a) System — User Profile —- Own Data Make your settings as specified in the task. The system opens a second session. The system issues the following message: User SAPIRT-## was saved 2, Make sure the SAP Easy Access menu for Retailing is now available, How do you recognize this? What are the first four main entries of the Retailing menu? a) Check the title bar. It'should say: SAP Easy Access SAP Retail: In the SAP Menu, the first two entries are Office and Logistics. Open the Logistics Folder to access the Retailing Menu. The first four menu entries are: + Master Data + Purchasing + Merchandise Logistics + Sales Maintain User Profile Ifyou want the values for the organizational structures to be proposed as default values in the fields of some of the transactions, you can enter these values in your user profile, 1. To access the function for maintaining your user parameters, choose System — User Profile + Own Data and choose the Parameters tab. Call up the F4 help in the Parameter 1D column. On the Restrictions tab page, click on the long, thin bar containing the gray triangle. ‘You can now make entries in the Short Description field. a)/System =+ User Profile + Own Data Make your settings as per the task. ‘© Copyright. Allrights reserved 3! Unit 3: Basic Concepts 2. Intthis client, you normally work with company code R300 in purchasing organization R300 and you are assigned to purchasing group R30. You usually work with the ‘Stores US’ store distribution chain, which consists of the sales organization RG1O and distribution channel R1. In addition, you want the value Rl to be displayed for the division. Use the F4 help and enter the following terms in the Short Description field. Note that the entry is case-sensitive! Company code, Purchasing organization, Purchasing group, Sales organization, Distribution channel, and DIVISION, Enter the keys as parameter IDs and their values as parameter values and then save your settings. a) Make your settings as per the task. Maintain the following parameter ID and parameter values: Parameter ID Parameter value Short description BUK R300 Company code EKO R300 Purchasing organization EKG R30 Purchasing group i VKO RGIO Sales organization vw RL Distribution channel SPA RL DIVISION Make sure you spell your entries correctly: } Create Favorites i In later exercises, you will use some transaction codes. which are not mentioned in the SAP i menu, Therefore you will add them in advance to your favorites. 1. Choose your favorites Folder and insert the following transaction codes and check their description (you can change the descriptions if necessary): ‘transaction code Description MESON Automatic generation of POs MESIN Create Purchase Requisition igo Goods Movement NwBC Launch NetWeaver Business Client For the Condition Contract Settlement exercise, we need three additional transactions. ‘Therefore, create a separate Favorites Folder and name it Condition Contract Settlement, ‘Then add the transaction codes to the new folder: transaction code Description 54 © Copyright. Allights reserved:Lesson: Organizational Structures wcoco Process Condition Contract WB2R_BUSVOL Business Volume for Contracts WB2R_SV Vendor Contract Settlement The entries and settings you made in exercise 2 are only available in your current session. Therefore. you should now only keep your current session, and close the other windows. a) Make your settings as per the task. The system issues the following message: Node added to favorites list Go back to your earlier sessions and close them: System > Close GUI Window © Copyright. Alirights reserved. 5 SUT TETTT OE CUCU eaUnit 3: Basie Concepts LESSON SUMMARY ‘You should now be able to: + Name the main organizational structures in SAP Retail 56 ‘© Copyright. Al rights reserved,Master Data LESSON OVERVIEW This lesson introduces the most important master data required for typical retail processes in SAP Retail. In addition to the site and article master, the lesson contains information on ‘customers and vendors; the most important grouping option for articles is the merchandise category. Each article in the company is assigned to one merchandise category. You also have the option of using other article groupings, for example the article hierarchy. Business Example ‘You want to introduce SAP Retail in your company and therefore want to familiarize yourself with the most important master data. You will learn about the differences between the two site categories distribution center and store and the article categories single article, generic article and structured article. LESSON OBJECTIVES After completing this lesson, you will be able to: + Distinguish between the site categories “distribution center* and "store" + Explain the use of merchandise category and article hierarchies + Listthe different article categories in SAP Retail + Understand how the article master is structured in SAP Retail + Describe the meaning of assortments and listing @ Copyright. Allrights reserved. EMSAPRAUnit 3: Basic Concepts. Site Master in SAP Retail —_ Distribution Center ja . Deuce ae Cea cuarias ost Oe Distribution Chain , Distr. Chain Category. Figure 29: Site — Defintion and Cont A site is an organizational unit that is used to prove evidence of merchandise stored in ( distribution centers or stores for inventory management and to execute the related business processes, such as goods receipt, physical inventory, and goods issue. ( Each site belongs to’a company code and represents an organizational unit that performs requirements planning and inventory management, A site is also a customer as, from a central point of view, sales functions. such as deliveries and invoicing, are carried out for it. For this { reason, a site is always also created in its function of customer in SAP Retail Two types of sites are used in SAP Retail: { + Distribution centers storeand provide merchandise for other sites or customers + Stores present merchandise and sellit to consumers ; ‘The distribution chain category describes the logistical function of a distribution chain. In SAP Retail, a distinction is made between consumer distribution chains and distribution chains that ( are used by distribution centers or in wholesale A distribution center (DC) also functions as a vendor (internally) as it provides other sites with merchandise. A distribution center delivers merchandise to stores belonging to one or more distribution chains, Each store is assigned to a specific store distribution chain but it can receive merchandise from distribution centers using different DC distribution chains. 58 © Copyright. al rights reserved, rthe site master for the distribution center. Recipients that are supplied with merchandise from the DC can belong to your company (for example, your stores or other distribution centers), or can be external customers, In any case. ‘customer master records must be created in the system. These are customer master records for external customers, and internal customer master records in case of sites. © Copyright. Allrights reserved 59 Lesson: Mester Data [ Extermal customer | Distribution Center {Internal ) = (Internal | customer (vendor f store A distribution center (DC) may be supplied with merchandise by a higher-level DC, for example a local warehouse receives goods from the regional warehouse. A DC can also receive merchandise from stores or customers inreturns processes. This means that the distribution center is, in effect, an internal customer. As this is the case, a customer master record must exist in the system, The customer master record is an integral part of the site master for the distribution center, ‘A distribution center is also an internal vendor as it supplies other sites with merchandise. For this reason. a vendor master record is created in the system, especially for cross company code scenarios, when for example details such as payment terms and condition control are picked up by the system for the purchase order document. The vendor master record is an integral part of ]Unit 3: Basic Concepts { —— ( rr | General data | Address, contro! data, bank details, eg | marketing, unloading points, foreign trade ( i { Company code data || Account management — | Payment transactions | Correspondence , insurance | —— ( aor ( Soles area data master record Sales, shipping, | ing, partner functions : ( Figure 3 Customer — Master Data ‘A customer is also regarded as a debit-side business partner. for financial accounting purposes, For this reason, the customer master record is used by both sales departments and financial r accounting departments. Customers are classified as debtors in Financial Accounting, Every site has an internal customer master record 1 sie ‘ rv General data | | Address, communication ez : Control data, bank details | Company code data | | Account management ( ¢ Payment transactions 1 | Correspondence Withholding tax yencor: Purchasing organisation data = 4 masterrecord = purchasing data 1} : partner roles [ER Frese 2zivercorStasioroata The data in the vendor master record is subdivided into three categories: t + General Data: This includes the address and banking details of the creditor. The data is valid ona client-wide basis. ( + Purchasing Data: This incltides the purchase order currency. incoterms and various control data of the creditor. This data is maintained for the relevant purchasing organization. You can also enter alternative data that is only valid for specific sites or vendor sub-ranges. 0. ‘© Copyright. Alrights reserved ‘Lesson: Master Data + Accounting Data: This includes, for example, the number of the reconciliation account and the Payment methods for the automatic payment transactions. Financial accounting data is entered at the company code level. ‘A vendor master record may be blocked. if. for example, the quality of the products supplied by the vendor does not meet quality standards. You can block a vendor from providing a particular product in the source list. Merchandise Category Hierarchy Rec e Mandatory Unique Article Assignment Reference article Value-only article Assignment of characteristics or characteristic profiles ‘= Transport to SAP NetWeaver BW/ SAP HANA [DRY Fees 35: merchardibe Category Hierarchy — Atrbates Each article in the company is assigned to one merchandise category. Merchandise categories can be grouped in merchandise category hierarchy levels. These. in turn, can be assigned to the resp, next higher hierarchy levels each, This forms 2 merchandise category hierarchy. This grouping simplifies monitoring and control within the company, as well as data maintenance (for example, conditions). The merchandise category hierarchy is also used to pass on descriptive and variant-creating characteristics (such 4s color. size) from higher to lower levels. aUnit 3: Basic Concepts A <——$ Merchandise category jerarchy A aisoay bee Mrucleoiss iiselesny lavas oo = Merchandise category Merchandise category 4— Value-only articles jerchandise category reference articles Figure 34; Merchandise Categories and Hierarchies — Definitons You can create an own merchandise category reference article for each merchandise category. ‘The merchandise category reference article is a dummy article master record and used to maintain default values: It serves as a copy template when creating new retail article master records. Anyhow, you can alternatively also assign an existing merchandise category reference article to several other merchandise categories. ‘You can also create and assign a merchandise category value-only article for each merchandise category. This enables you to use inventory management on a value basis at merchandise category level. The value-only article for your merchandise category can be used at POS for transactions at merchandise category level. ‘A merchandise category value-only article can also be defined for each hierarchy level. This enables you to use inventory management on a value basis at merchandise category hierarchy level Characteristics can be assigned to hierarchy levels as well as merchandise categories. The lower hierarchy levels inherit the characteristics that are assigned to the higher hierarchy levels, Characteristic inhetitance is when a characteristic and its values are passed on to all the lower ‘classes in aclass hierarchy, for example, to all the lower levels in the merchandise category hierarchy. including the merchandise category itself. A characteristic can be for information purposes only or bé flagged as variant-creating. When creating a generic article, the variant-creating characteristic is used to create variants of the generic article @ © Copyright. Allrights reserved.Sena UT Lesson: Master Data ] Gg Use optional | ™ Link to shop level possible = Client-wide! | Z . distribution chain-specific | | Picea 3] = Multiple article assignment | zeae m= Status: planned and active Ed Use in assortment planning and a purchasing list | | Private Label BrandX ™ Transport to SAP NetWeaver BW/ SAP HANA/ CAR asesy eetaed | User-dependent maintenance RITA212 Tie = Can be scheduled RITA2913 Men's waistcoat Figure 35: Article Mierarchy — Attributes You can use an article hierarchy to group your articles in a sales-oriented structure. This allows you to map any hierarchical grouping of articles (for example, according to presentation or sales considerations). Anarticle hierarchy can be asymmetrical Article hierarchies are’alWways created with the status "Planned. Once planning is complete for the hierarchy, you can activate it. After certain checks have been run, the status of the hierarchy is setto "Active" ‘There can only be one active distribution-chain independent hierarchy, or one active hierarchy per distribution chain. Once you have activated an article hierarchy. the intention is to use planned article hierarchies to e.g. prepare the structure for the next season, and then copy the new hierarchy nodes to the already activated hierarchy. which is then re-organized regulary. Article hierarchies comprise a number of structure levels. There are no restrictions to the depth of an article hierarchy. However, experience has shown that a structure depth of up to ten levels is advisable, *You can link the article hierarchy to shops (according to the department store/shop concept) and influence the way in which a particular merchandise area is presented in a department store since the article hierarchy influences the structure of a shop and its assortment. You can also use ‘the department store/shop concept without an article hierarchy: however, if you want to use multiple stock placement of articles in 2 department store's shops, you must use an article hierarchy. If you want to use evaluations and reporting, you can export the article hierarchy to SAP NetWeaver BW and to SAP HANA/CAR. © Copyright. Alinghts reserved 8Unit 3: Basic Concepts eon eau) Basic Business. Basic = Classic_—«=— Young | T Private label H.Boss Private label MAXX Spirit revazszs menssnin—L ritaneor mrraaria Tie moTansod Aces RITAQDID Men's waistcoat | RiTazzt2 a a Figure 36: Arik - Article Master Single Generic Article | Article Structured Articles aa ft. ¥ | Chocolate Gift set = | Display Sales set | | Article Group of | connected articles | with certain witha special packaging sales price Shoe prepack Prepack ‘Quantities © Copyright. llrightsreserved.Lesson: Master Data Single articles are articles that are traded individually. in individual packaging, or in specific units of weight. Generic articles can be sold in different versions, called variants. For example a T-Shirt in different colors and sizes. ‘Structured articles consist of several different articles. These are entered as components with their respective quantities in the bill of material, A display is a number of single articles or variants of one or more generic articles. and is Purchased as an individual article. A display therefore has its own article number, purchase price, and purchasing conditions. Displays are made up by the manufacturer or vendor. Two types of sets exist: sales sets and purchasing sets. + Asales set is a number of single articles or variants of one or more generic articles. A sales set has an own article number, sales price and sales conditions, + Purchasing sets are already purchased as sets when the articles are purchased. are usually managed as a set right through the supply chain and are sold asa set or as individual components. A prepack consists of a number of variants of one or more generic articles, is purchased as an individual article, and therefore has an article number. a purchase price and purchasing conditions. Unlike displays, the components in prepacks must belong to the same merchandise category as the prepack itself. Beauty Products Ladies" suit: Colorsisizes Milk products: fat content EE pies of Generic Aricles ©Copyright Alrights reserved 5Unit 3: Basic Concepts If certain articles only differ in their characteristics, for example color, size, or flavor, the individual articles are called variants and are grouped together under what is termed a generic article. Using generic articles makes variant maintenance easier as the data that is valid for all variants only needs to be entered once for the generic article. When you create a generic article and its variants, you also create an article master record for each individual variant. ‘The variants represent the actual physical articles used throughout, e.g, in planning, purchasing logistics and sales, However, the generic article serves as selection and entry help in system. transactions and documents. (Basic data aa | Texts Point of Sale (POS), | Units of measure eee Weights Til receipt texts ctw POS Control Data (Listing i Listing Procedure Logistics DC/Store Listing//Sales periods SS Stocks ie Requirements Pl. Forecasting Purchasing Vendors —— \ Purchasing prices) | pistribution Chains Freight costs samt Order currency aad arb Additional GTINs ‘Tolerances Pes Layout Modules —_~ “—— Texts Figure 39/ Arie Master Data ‘The article master record is the data record in your system that contains all the required basic data for an article, sorted according to different criteria. Anarticle master record contains: + Descriptive data, such as size and weight + Data with a control function, such as the article type + Data that is automatically updated by the system (for example, warehouse stock) In addition to this data, which can be maintained directly by the user, article master records also contain data that is updated automatically by the system (for example, warehouse stocks). 66 (© Copyright. Al rights reservedLesson: Master Data An article master record contains not only general article-relevant data but also data from other areas of the system that is relevant for articles. These areas are called user departments in the article master, Unnecessary data storage is reduced when all data is stored in a single database object. Base Unit of Measure (for example, piece) | | Sales Unit Delivery Unit Order Unit (for example, box) (for example, layer) (for example, pallet) Figure 4 Unis of eacure Base Unit of Measure inventory management is carried out in this unit of measure. The base unit of measure is normally the srnallest possible unit in which an article can be sold. If different unit of measure is to be used in inventory Management, logistical variants must first be created for the article. For more information about this, see the SAP Retall documentation for Inventory Management: Logistical Variants. Order Unit ‘The unit of measure iin which the article is usually ordered. It is maintained for each vendor. It's still possible to allow alternative purchasing units of measure as well. Sales Unit of Measure Unit of measure normally used when an article is sold to a customer. This is normally the base unit of measure for end consumers, The sales unit can be maintained separately for each distribution chain. It's still possible to allow alternative sales units of measure as well. Delivery Unit/Unit of Issue Unit in which the article is normally delivered (goods issue). It is maintained for each site. Conversion {© Copyright. Allrights reserved. CSAPUnit: Sasie Concepts You must enter the conversion factors for the various units of measure. It is possible to convert a specific unit of measure to the base unit of measure or to an alternative unit of measure. | | ore rganizal lonal Love Levels : Sales organization en + Distribution channel Basic Data Site andior Purchasing Purch. org. +Vendor + — Vendor Sub-range* | Sales scammer mentation + Site or pricelist Logistics DC : Distribution Genter Logistics Store é Distribution chain, store Pos ot site + Distribution channel E Figure 41: Data Retention Levels, ‘The data that is maintained within a view can be valid for various organizational levels. There are no restrictions to basic data, Listing can be restricted as soon as you enter the article master: Sales Organization and Distribution Channel. For creating purchasing data (purchasing info record), you must enter a purchasing organization anda vendor. You can also restrict validity to a particular site, to create a site-specific purchasing info record, It doesn't matter whether or not you specifya site in the Areas of validity when you just want to access the purchasing view: The purchasing view for the selected article ang for the vendor is displayed, thus. any site number is ignored. This prevents the unintended creation of site-specific purchasing data. You can still create site-specific info records by choosing the Area of Validity button in the purchasing view. There, you can switch to another vendor. or call /leave a site- specific views * Unlike the other areas of validity, the vendor subrange (VSR) is no data retention level, but an attribute in the purchasing info record. However, in order to have the system pull the right default data for a new purchasing info record from the VSR view in the vendor master, you have to specify the vendor subrange right away in the entry screen of the article master. Sales data can be maintained for the connection sales organization/distribution channel (distribution chain). This can also be done at site level or on price list level (for wholesale customers, for example). There is also another level, the site group. However, data that is entered at site group level is not storad at this level - itis stored at the individual site level. Doing this may lead to an increased volume of data in your system © Copyright. Allrights reservedse ee ee TT ae Lesson: Master Data Logistics data can be maintained at a general level. The data is then initially valid for al sites. This data is stored for all the reference sites that are defined in Customizing. Logistics data can also be created at distribution center or store level You must enter at least a distribution chain be able to completely maintain the POS data. Quantities Sete od rors c Figure 42:Emoties Articles and Full Products ‘An empty.is.a form of returnable transport packaging or sales packaging that is usually subject to a deposit. Empties are assigned to a full product (for example. a crate of 6 empty bottles assigned ‘to the full product Mineral Water). In SAP Retail, you create empties as single articles of the article type Empties. The full product can be assigned to the article categories single article and variant of a generic article, Empties comprise several components, which are grouped in bill of material for empties. The {full product and the unit of measure together make up the BOM header. The unit of measure for empties must be one of the units of measure that are allowed for the full product. ‘The individual BOM components and the full product itself all have their own article master record, If you are listing a full product that is assigned to arvempty, the system also lists the empty ‘automatically. You can only post goods movements with tied empties when you have activated empties processing in Customizing, Article Creation Options Due to the large amount of data that is generated in article maintenance, reference articles can bbe used when you create an article master record. © Copyright. Alrights reserves. 68| Unit 3: Basic Concepts | Ca _. reference articler ~ Explicit EE, Reference atte | \dhatenaman § delivers default data for £ | ater eneeeec eer reeral ba | | Article Creation [By Pere reterncenrtcie Reference articles provide default values when you create and enhance article data. All data that has been created for the reference article is suggested as default, except GTINs, consumption values, forecast values, and prices and conditions (for Purchasing anc Sales). The merchandise category reference article provides a reference for all articles created in that merchandise category. 1 ‘The merchandise category reference article is autornatically determined from the merchandise category when the new article is created. You can overwrite this merchandise category reference article by specifically entering another article as a reference. 7 © Copyright. llrightsreservedLesson: Master Data Figure 44: Article Creation — Options SAP Retail provides several possibilities to create new articles, or, like the core article function, to create articles partially. Its not possible to order an article when the article master record doesn't exist yet, so the core article function allows you to create a new article quickly and efficiently only to the extent necessary. In some cases, retailers would like to spontaneously order ‘anew article. So for example for purchasing an article, creating the basic data, listing, and purchasing data is sufficient. Sales price maintenance, detailed logistics parameter maintenance, ‘and so on could be completed ata later stage then. ‘There is also new article copy function, which you can use to either copy @ source article completely (e.g, even including listing conditions). or to copy selected segments/data from a source article, The new article can then be modified by choosing Change Article (for example, to change the article text). You can use Global Data Synchronization (GDS) to import article data to SAP Retail. This means you can receive information on new articles or changes to existing articles from a vendor or a data pool ‘© Copyright. Allrights reserved aUnit 3: Basie Concepts | Core article Integrated mass change is used in Article List Article Monitor Field Groups _50~Aricle hierarchy node 51 Article type 152 Article category '53— Merchandise catagory Template(s) _ArticletypeHAWA Figure 46: Maintenance group — Defiition and Usage Anarticle core master record contains the article segments and article data you require for the function in which you need the core master record, Later you can add the missing master data to anarticle core master record so that it can be used for processing as a complete article in all applications ‘The function for creating article core master data provides a reduced view of existing article master data functions, which speeds up the activity. Before you can create core master data, you must define a maintenance group, which controls which fields and how they are displayed in processing. A maintenance group includes a number of article master field groups. The field groups contain logically grouped fields, for example field group Season may contain the fields season, season year, and rollout. You can define cross- application or application-specific maintenance groups. You can create one or more templates for a maintenance group. You can use these templates to define default data. for example organizational data, vendor. merchandise category, and so on. Article Copy You are a staff member in the purchasing department and are also responsible for maintaining articles. You should be able to create and change articles as efficiently as possible. You can use this function to copy article master records to create new article master records or change existing ones. In addition to the main article data, you can also copy additional master data, such as purchasing info records, purchasing and sales conditions, bills of material, and replenishment data. +The article copy function allows you to simply and quickly create new articles by copying the data of a source article, © Copyright. Allrights reservedLesson: Master Data i + Incontrast to creating 2 new article using a reference article, the article copy function allows you to either copy all data or to restrict the copy to certain segments (the only restriction is that pricing reference articles are not copied). ‘The article copy function gives you the option of copying a source article with all created segments and data, thereby creating an identical article. You can then use transaction MM42 to change this article (for example, the article text). Pricing reference articles in generic articles and GTINS are not copied. Roe Article Copy Complete Copy ){ Partial Copy segment Fiters ‘Segment Fters rot set se Article Completion Existing Segments sot overwriten Figure 46: Article Cony When you create and change article master records, you can determine which data of the source article the system copies. You have the following options when copying articles: + Copying 2 source article All field values of the selected segments are copied + Copying a source article with Key or Variant Filters set Copying all field values of the source article except for defined filter values. Key filter values are for example site -, storage location -, assortment numbers) + Individual control of the segments to be copied The copy volume is defined by restricting specific segments, for example, info records, listing conditions or prices. © Copyright. Alrights reserved 8Unit 3: Basie Concepts Article List | Tree Structure Article Lists. Article List Assignment Purchase Order| | !0__ Name Validity Status Owner Article List 1265 dynamic July01~December31__1_—Miller, - 1267 static August 01—November 302 Smith + Copy + Exit selection criteria = Choose layout = Greate + Edit results list Export = Change = Update results Je Find * Display = Display article status = Delete Figure 47: Article Ls An article list is a predefined selection of article numbers. It allows you to use a defined group of article numbers across applications. There are two article list types in SAP Retail: Dynamic article lists are composed of saved selection criteria which can be used to determine the currently valid range of article numbers when executed. Static article ists contain the list of article numbers that were selected and maintained manually when the article list was created. Only static article lists without selection criteria are available for data exchange between SAP NetWeaver 8W and an SAP Retail system. Article List Management is displayed on the left hand side of the screen in the tree structure for article lists, You can change the hierarchy and the assignments of article lists to the individual end nodes if you have the relevant authorization, When you select an article list, the selection options for the list are displayed at the top right of the screen, and the corresponding article numbers are displayed at the bottom right. Usability of article lists is controlled by a status that has the possible values Planned, Released. and Released/Not Modifiable. Article lists with the status Planned can only be used by the user who created them. Released article lists can be used by all users. and the status Released/Not Modifiable guarantees that the definition of the article list can't be changed except for the valid-to date. Authorization to edit the article list hierarchy is assigned at node level. Ifa user has authorization to edit a node. they can create. reassign, or delete any number of nodes beneath this node. m4 © Copyright. All rights reserved.Lesson: Master Data Articielist1 Maintenance group Text Fashion Men Autumn Max. no. of articles 3 RITVOTSS —_-RFI9192 1 In all Fé help functions forthe _™ Static article lists can also be | “Article” field created in BW and transferred = In multiple selection to SAP Retail, and vice versa. | Taw a5 wc st — Dapiy The article lists created in SAP Retail are available in SAP NetWeaver BW for simplified article selection (extraction) for reporting curgoses. You can also generate article lists from reporting results in SAP NetWeaver BW and then transfer them to SAP Retail (data retraction). You can do this both when executing a query online and in background processing (offline). © conyneft Al rit revered raUnit 3: Basie Concepts Mass Maintenance kal Integrated mass change Mass_EINE Mass Maintenance Object types: Articles Business partners Purchase orders [Bay Fess ess arieence— On New article mass maintenance options were introduced over time. First, there was the transaction mass/As this transaction allows the mass maintenance of several objects. including vendor and customer for example, you start with selecting the object type you want to process, e.g. object type BUSIO01001 for the retail article master. Alternatively, you can use the dedicated transaction MM46 (XK99 for vendor mass maintenence, XD99 for the customer master). Upon customer request (Continuous improvement), this transaction was enhanced recently for better performance and functionality. Then, in release 4,7, several new mass maintenance transactions \were introduced: mass_marc, mass_eine, mass_vendor (mass maintenance of vendor purchasing view);mass_ekko (mass maintenance of purchase orders). mass_marcis the transaction to maintain the logistics views of the retail article master: Using multiple selection, you can make a selection based on merchandise category, article and site. Then press Mass Change on the right. Mass maintenance info record The transaction for mass maintenance of purchasing info records is called mass_eine. Using multiple selection, you can make a selection based on vendor, article, purchasing info record, site and merchandise category. Then press Display Grid. The detailed data of the info records will be displayed on the right side of the screen. Select the rows concerned and choose Mass Change. Now all fields that can be changed by means of a mass change are displayed Integrated mass change: % © Copyright llrightsreserved!Lesson: Master Data ‘The transaction for integrated mass maintenance is called WRFMASSMAT. First, a maintenance group must be selected. Based on the selected group, all main views, with the exception of the Listing view and its fields, can be selected and changed. Global Data Synchronisation (GDS) Global Data Synchronization (GDS) in SAP Retail (Inbound) allows retailers to receive article data directly into their system, eliminating manual article and pricing data management processes. This is especially important as the amount and detail level of article data is continuously growing, Retailers can subscribe to articles or groups of articles from a supplier through a data pool. The latest information about new articles or changes to existing articles is then automatically sent to the retailer. This ensures both data accuracy. and a fast reaction to changes through flexible validation and enrichment rules. Retailers can receive, process, and approve new items within hours. GDS allows you to create SAP Retail specific article categories: single -, generic, and structured articles. Global Data Synchronization (GDS) complies with global standards: The Global Data Synchronization Network (GDSN) is @ network of data pools that facilitates the synchronization of item information between retailer and supplier through a single global registry. GsL. Np Note: GSI is aneutral, non-profit, international organization that develops and maintains standards for supply and demand chains across multiple sectors. Global Registry Recipient Data Pool ‘Source Data Pool a ‘Synchronize Retailer ‘Supplier tc) R i enya n [BRE Ferre 0: cova bata Syctronizaton (GDS) lnbou : if = © Copyright. Alrights reserved 7Unit 3: Basie Concepts The main GDS process steps for a retailer ar ‘Subscription In SAP Retail, the retaller (recipient) creates a subscription at the recipient data pool, which sends the subscription information to the global registry. From there, the subscription is forwarded to the appropriate source data pool(s). Subscriptions can be established for an individual product (GTIN). a supplier (global location number, or GLN), or a category of products (global product classification, GPC). Data Inbound and Validation The source data pool sends 2 confirmation of the subscription, followed by the actual product (GTIN) data to the recipient data pool, and then on to the retailer's SAP ERP system. The inbound processing of catalog items is based on the global GSI standard, The global registry and the data pools keep track of the GTIN hierarchies sent and their status (confirmed, rejected, .... Received Catalogue Item Notification (CIN) messages are stored in SAP Retail and can be viewed in the Storage Monitor. Data Synchronization To verify, match and synchronize the received CINs with existing articles in master data tables, flexible validation rules can be applied using the rule engine in SAP Retail. Once the retailer has the new article data, he can either automatically update the old article master data with the new specifications, or manually update the data on a case-by-case basis. Rules can be established so that data from certain manufacturers or classifications are either always automatically accepted, or always manually confirmed. in the latter case, the interface allows the retailer to view the new specifications line-by-line with the old article master data. The retailer can select or reject the updates as he sees fit for each article and then save the updated information in the SAP Retall system. Confirmation and Error Management ‘The Retailer can send the processing status of the data to the data pool by sending Catalogue Item Confirmation (CIC) messages. The data pool can forward it to the supplier. In case of errors the Retailer can send an error report to request a new CIN with corrected items. The confirmation / error reports to the supplier via CIC messages are also based on GS1 standard. It is also possible to enhance the solution to send the confirmation via different communication methods, for example e-Mail. 8 ‘© Copyright. ll rights reserved,Lesson: Master Data Be om vation SE sans ance arises tee So Caer on sae = ~ Y es o $2 tap caten | | | mat aea0ce 1, eon | a (BiB oneness oer re. ora | | Create a single article from an existing catalog: + First in appears as soon as articles created in SAP Retall * Second line: (enriched) data of the original catalog * Thirdline: editable data (create/change) ) Figure Si: Onine Processing Options This slide gives you an impression of the catalogue edit screen. and the maintenance options it Provides, The dataas well as the layout canbe configured and adjusted. Note: >» Article data can alternatively be sent from the supplier to the retailer directly. In this case, the retailer can use the PRICAT (Price Catalog) Inbound IDoc to receive this information. However, in case of IDoc messages, no rule engine is available to influence the target records in GDS storage tables. Itis recommended that retailers Use GDS, as it is based on global standards, and provides additional functionality © Copyright. Allrights reserved 79Unit 3: Basic Concepts Product Information Management ie Product data process flow G ee 25%uws sar yet (©) c& = Eee a ==> Mass Processing ---> ManualProceseing <— —- not fully aveilabie in standard Fees Pea rma Global Data Synchronization (GDS) is part of an overall SAP Product Information Management (PIM) reference architecture regarding article (product) management in SAP for Retail. The yellow frame in the above figure shows where GDS can be found in the overall PIM process. Product Information Management describes how product data are processed trom the moment they are received in SAP's leading master data system, to the moment when they are distributed to receiving systems. applications, frontends and sales channels. Incoming produet data, for example from mass import, from a vendor portal. or product design, are either processed in an automated way, or entered manually. When for example large sets of, product data (CIN) are provided by suppliers via catalogues, the synchronization process is part of the more automated product data maintenance and is suited for mass data processing, GDS, as an integral part of the SAP Retail system, focuses on a highly automated processing of mass data, whereas Master Data Governance for Retail and Fashion Management by Utopia (MDG-RFM) focuses on processing individual data records, based on flexible user interfaces (UIs) and governance processes. MDG-RFM can be deployed individually, or co-deployed on the SAP Retail system. 80 © Copyright. llrightsreservedLesson: Master Data Assortment Management/Listing Which articles are to be sold when and in which stores? B nnn-@- pons General assortments Stores © Copyright. Allrignts reserved aLocal assortment “Assortments | Category: Store CategoryA Local assortment {Assortments | Category: DC | CategoryB | fa ne on & Fi ‘Assortments a | When you create asite (that is, a store or distribution center), the system automatically creates @ local assortment exclusively for this site. This local assortments site-specific and cannot be assigned to another site. Each site has one local assortment. “These assortments are of category A for stores and category B for distribution centers. They are generated automatically in site maintenance using background processing and ere then assigned directly to the relevant site or distribution center. The technical key of these local assortments is the same as the customer number of the respective site, General assortments of category C can be assigned to any number of customers and there can also be several assignments per sales area. You can also assign them to any number of stores and distribution centers if you have selected the multiple assignment indicator in Customizing. ‘© Copyright, Allrights reserved. i ge ee.- = Lesson: Master Data Maintenance /Assignment of | Planning tool ‘® Validity ee ae | | ae Layout/Layout module: Create General Assortment Listing procedure | Hlerarchyihierarchy nodes f= Assortment users | ‘customers, sites | Assortment dimensions Figure 55: General Assortment Maintenance | You can assign assortment users to general assortments in assortment maintenance user-friendly assortment assignment tool is available for this purpose. The system displays two ‘hee structures: list ofthe general assortments with their already assigned sites on the left. and Tet of sites for which assignments are still possible on the right: Youcan sort the sites displayed. for example by region, and select by sites not yet assigned, or by new sites. The selected sites ere designed to the desired assortment using drag and drop. You can only assign sites in the Secortment assignment tool. Customers are assigned in the assortment maintenance transactions only. Sites can be assigned in both. You can also branch to the general assortment create / change / display transactions from this assortment assignment tool in these assortment maintenance transactions, you'ean assign merchandise categories (and assortment grades, f applicable), a layout data, or an article hierarchy (with relevant hierarchy nodes), © Copyright. Alingnts reserves. 3Unit 3: Basic Concepts ee ‘Assortment Article Listing User peers | Listing Conditions Figure 56 Listing with General Assorimants An assortment is an SAP Retail object to which articles are assigned, or listed, for @ particular validity period, The listing conditions created for an assortment are only valid for the assigned assortment users, Fora local assortment (category A, B), this is the respective site only, For general assortments (category C), these are all assigned assortment users. Only when a valid listing condition exists, the article is available for the site for all logistics functions (planning, ordering, receiving, selling..). Articles can be assigned to the assortments automatically during article or assortment maintenance. Listing procedures are available for this automatic assignment. They define the process for checking the assignments of articles to assortments (and thus to stores/customers or distribution centers that use these assortments), This gives you a high degree of flexibility In assortment management. In addition to the individual assignment of assortment users to general assortment(s), you can also define reference sites first and assign a number of sites to this reference. This allows you to group sites for assortment management purposes. For example the reference sites could be set up by region and/or size aspects. Usually. one site has tobe assigned to several general assortments, so the grouping under a reference site helps reducing the workload. You then only have to assign the reference site to the general assortments instead of all sites individually, A duplicate assignment of a site to a specific general assortment is not possible (ie. to assign site through the reference site and also directly). But you can assign a site directly to one general assortment, and through it's reference site to another. The reference site concept is only available for sites, not for customers. It is advisable to use reference sites if several different sites should have the same assortment assignments. © Copyright. All rghts reserved,Lesson: Master Data Focus on (( anicles Layout Modules and fn Fash a oar The layout concept allows you to optimally structure the sales floor of your stores in connection with your assortment. At the same time, it forms the basis for using space management systems. A store can have one local and several general assortments. An assortment is an SAP Retail object to which articles are assigned. or listed, for @ particular validity period. ‘You can assign layout data to the assortments for a store. Layout modules represent a specitic area ina store (for example, 2 shelf). General assortments can be created in the planning tool, based on algorithms for store clustering according to multiple attributes, for example sales history, margin, revenue, Customer-specific attributes can be used as well. ‘As soonas a planned, general assortment or its dependent objects are released in planning, the following objects can be created automatically in SAP Retall, based on customizing settings: General assortments, along with layout modules, are created in SAP Retail. Each layout module has at least one layout modulle version. Layout module versions represent the layout module for a specific time period each. In a layout module, the validity periods for individual versions are Unique and carinot overlap. Due to this time-based scheduling, you can, for example, map seasonal changes ina shelf Assignments of stores (sites) to general assortments are also copied from planning, You can assign articles to the layout module versions in planning. This is advisable if the article data is available and complete at an early stage (for example, in the area of food). ‘© Copyright. All rights reserved. 8Unit 3: Basie Concepts Layout modules Layout modules Figure 58: Layout Mod ‘The Layout Workbench is the central access platform to all the functions for space management and layout. The layout and the assigned layout modules and their versions are displayed as a hierarchy fora store, and all the articles in a module are displayed directly by selecting the module in question. The articles assigned are displayed both for the layout module version and for the layout module version variant (local deviations in a layout version). Ifthe article data was not available when assortment planning took place or you have not performed planning, you can make the assignment in the Layout Workbench at a later point in time. If you use fixtures, the system also displays the fixtures that are assigned to a layout module version. You can select one or more layout module versions and lst the fixtures assigned. If the layout module versions have been assigned pianogram files for a space management system. these are also displayed in the overview. You can access these planogram files from the display for current changes to your planograms or for changes that will be valid ata later point. You can also start listing from the Layout Workbench. When doing this, you can generate listing conditions, either for all the layout module versions that have been released, for those that are currently valid or for those that will be valid in the future. You can also select individual layout module versions for which you want to execute listing. The listing conditions are only generated for the relevant store. You can access an external space management program from the Layout Workbench. You can also use the Layout Workbench for planning purposes without a space management interface. You also have the option of carrying out mass maintenance, which can be used to assign a large number of articles toa layout module in one step (for example, all the articles in a merchandise category, articles that match your selection criteria, or all articles of an article lst (© Copyright. Alrights reserved.Lesson: Master Data . Assortment List Listing Site: Chicago store Assortment list type: FOOD Valid from: August 12 Validto: August 19 Version: 002 Article Description Un From Price Note R10011 Pure Apple Juice Bt 12.08. 1,89 10047 DryWhiteWine Bl 14.08. 6,38 On promo 10001 Redband Margarine PC 12.08. 1,29 New Figure 59: Assortment List — Detinton Assortment lists provide the stores with an overview of all isted articles. This is true for a full version of an assortment list. The store receives information only on changes to the assortment (for example, new or discontinued articles, price changes, promotional articles) ina change version. The assortment list type is used to group the articles for the assortment list. For each of the assortment list types. you determine the frequency in which new assortment lists are generated, and how often change versions are due before a new full version is created. Assortment list profiles are used to define the appearance of the assortment list (for example, which data is to be analyzed, sorting) for each store. Assortment lists can be configured for every situation and assortment and they can be prepared in different media (in paper form, as an e-mail sent to a store retailing system). Discontinuation/Archiving Incertain cases, you may decide that your company is no longer to carry a particular article; for example, if the vendor no longer carries the article, because there are less expensive alternatives, or because the article is out-of-date. You can remove an article from an assortment by deleting the listing conditions for the article in question or by discontinuing the article: + Deleting listing conditions for the article: © Copyright. All rights reserved. 7Unit 3: Basic Concepts i Ifyou delete an article assignment to an assortment, it means the listing conditions are deleted (set end date to current date). The article master record remains and there may still be stock available, however, no more orders can be placed for the article. (It can however still be sold). Also the article status could be used to prevent the article from being ordered through the requirements planning process. + Discontinue article The consequences of discontinuing an article completely are much greater than deleting listing conditions. When an article is fully discontinued, the article master record is deleted from the database along with all the article data that belongs to it. including purchasing info records and listing conditions. This deletion is then triggered by the erchiving program on due date (the residence time of an article master on the database after discontinuation can be customized). + However, discontinuation does not always mean full discontinuation. It is also possible to just discontinue some data of an article, for example all data related to a specific vendor (but others will stil deliver the article), or you want to remove an article ust from one specific site, but keep it for other sites. Depending on the selected level of discontinuation. the system performs the relevant checks each. For the distribution chain Ceci | [BR Fer 60: Types ot arte Discontinuation © Copyright. Al rights reserved.Lesson: Master Data Archiving | Figure 61 Reducing the Dataset Data prevention: If possible. switch off updating for all data that you do not require. (For example, ‘you can deactivate billing document creation for POS inbound in Customizing.) Data compression: If possible, compress data at higher levels. Delete: Delete data that does not need to be archived, Archiving: Data archiving is used for data that cannot be prevented but also cannot simply be deleted. In an SAP Retall project, we recommend that you activate data archiving shortly after ‘going live. Since an archiving project generally lasts for several months (around six months). itis important that you start it well in advance of going live with SAP Retail. © Copyright. Allrignts reserved. =Unit 3: Basie Concepts | Access _ ERP Data Base Application Data 2: Archiving The retail environment usually involves large volumes of data, This is due, among other things, to the large number of articles and stores. This number can have the following scale: + Number of articles = 10 to the power of 5 + Number of stores = 10 to the power of 3 Large amounts of data are updated at article/store level: Scale of data at artiole/store level = 10 to the power of 8 Examples: + Article data at store level (for example, stock and valuation data) + Listing conditions + Processing of sales data from the stores using POS inbound (resulting in stock adjustments and revenue postings) 20, ‘© Copyright. Allrights reservedSite Master in SAP Retail Business Example ‘SAP Retail distinguishes between distribution centers and stores, both in master data and in logistical processes. Distribution Center Master Data You want to familiarize yourself with the site data in SAP Retail. To do so, you take a look at the master data of a distribution center. 1. Display the master data for the distribution center R7##. Which distribution chain does the distribution center belong to? 2. Which distribution chains can the distribution center R7## use to deliver merchandise? 3. Access the customer master record of the distribution center and display the sales area data. Which distribution chains can be used to supply this site? 4. The distribution center acts also as an internal vendor and can supply stores. Therefore, itis assigned a vendor (with the same name, R7#). Which purchasing organization is assigned to. this vendor? Store Master Data You want to familiarize yoursel with the site data in SAP Retail. Take a look at the master data of astore 1. Display the master data for the store R2##. Which distribution chain does your store belong to? 2. Which distribution chains can the store use to deliver merchandise? 3. Access the customer master record of the store and display the sales area data. Which distribution chains can be used to supply this site? © Copyright. llrightsreserved, a beeUnit 3 Basie Concepts 4, Display which merchandise categories are assigned to your store R2##. How do you do this? Which supplying site(s) is/are assigned to your store? How can you assign supplying sites at store and merchandise category level? 2 opyright. Al rights reserved.Site Master in SAP Retail Business Example SAP Retail distinguishes between distribution centers and stores, both in master data and in logistical processes. Distribution Center Master Data ‘You want to familiarize yourself with the site data in SAP Retail, To do so, you take a look at the master data of a distribution center. 1. Display the master data for the distribution center R7##. Which distribution chain does the distribution center belong to? a) Master Data — Site Data — Site — Display Make your settings as per the task. Choose the Organization/calendar tab. The distribution center is assigned to sales organization RG1O and distribution channel RS. 2. Which distribution chains can the distribution center R7## use to deliver merchandise? On the Orgenization/calendar tab page, choose the Distribution chains - site pushbutton. The following distribution chains are displayed: RFIO/R5 Distribution US RFIO/R7 Internet/ Catalog US RGIO/R5 Distribution US Next, exit the display of the distribution chains. 3, Access the customer master record of the distribution center and display the sales area data. Which distribution chains can be used to supply this site? ) Choose Customer and take a look at the sales area data. The distribution center R7## can receive deliveries through the distribution chain RGIO/RI. This is relevant for returns processes. Go back to the Site: General view of your DC. 4, The distribution center acts also as an internal vendor and can supply stores. Therefore, itis assigned a vendor (with the same name. R7##). Which purchasing organization is assigned to this vendor? Choose Vendor in the general view of your distribution center R7## to access the purchasing organization data. Your vendor R7## is assigned to purchasing organization R300. Exit the Taster data for your distribution center. Store Master Data You want to familiarize yourself with the site data in SAP Retail, Take a look at the master data of astore, © Copyright. llrightsreserved! aUnit 3: Basie Concepts 1. Display the master data for the store R2##, Which distribution chain does your store belong to? a) Master Data — Site Data + Site — Display ‘Make your settings as per the task. Choose the Organization/calendar tab, The store is assigned to sales organization RG1O and distribution channel Rl. 2. Which distribution chains can the store use to deliver merchandise? On the Organization/calendar tab page, choose the Distribution chains - site pushbutton. The following distribution chains are displayed: RFIO/RI Stores US RGIO/R1 Stores US RSIO/R1 Stores US Next. exit the display of the distribution chains 3. Access the customer master record of the store and display the sales area data. Which distribution chains can be used to supply this site? a) Choose Customer and take a look at the sales area data, The store R2## can receive deliveries through the distribution chains RG1O/R5. RS1O/R1 and RS1O/RS. Then return to the overview. s Display which merchandise categories are assigned to your store R2##. How do you do this? From the general site view of your store, choose the Merchandise categories button. All assigned merchandise categories are displayed. Then return to the overview. Which supplying site(s) is/are assigned to your store? Choose the Supplying sites button. supplying site is displayed. Store R2## is supplied by distribution center R7##, There may also be multiple entries. However. they must be differentiated either by different periods or by priorities. The settings for Supplying sites are relevant for automatic supply source determination, for example when you want the system to generate stock transport orders automatically in a replenishment run. Then return to the overview. How can you assign supplying sites at store and merchandise category level? Choose the Merchandise categories button. Select_a merchandise category and choose ‘Supplying sites. Here you can maintain 4 supplying site for store R2## and for the selected merchandise category. This means _that_merchandise of this merchandise category is delivered from this distribution center. There may also be multiple entries. However, the) must be differentiated either by different periods or by priorities. Then return to the overview. Save your entries. Exit the master data for store R2##. 34 © Copyright. Aliihts reservedMerchandise Category Hierarchy Business Example You want to define merchandise categories and merchandise category hierarchy levels in your company. To do this, you find out about the master data on a merchandise category and its settings, such as the assignment of a merchandise category reference article. You then display the merchandise category hierarchy in SAP Retail. You can also display the articles and sites assigned to it. Displaying Merchandise Category Data Display the master data for merchandise category RSI311O (Loose Fruit). 1. Display the basic data of the merchandise category. Which merchandise category value-only article and merchandise category reference article is assigned to this merchandise category? What is the next higher merchandise category hierarchy level? 2. Which articles are assigned to merchandise category RSI3110? 3. Display the merchandise category hierarchy RS10000 (Supermarket). You want to take @ look at the assigned merchandise categories, the sites, and the articles. To do so, choose Merchandise Category Data + Environment + Merchandise Category Usage ‘© Copyright allrights reserved,Merchandise Category Hierarchy Business Example You want to define merchandise categories and merchandise category hierarchy levels in your ‘company. To do this, you find out about the master data on a merchandise category and its settings, such as the assignment of a merchandise category reference article. You then display the merchandise category hierarchy in SAP Retail. You can also display the articles and sites assigned to it. Displaying Merchandise Category Data Display the master data for merchandise category RSI31IO (Loose Fruit). 1. Display the basic data of the merchandise category. Which merchandise category value-only article and merchandise category reference article is assigned to this merchandise category? What is the next higher merchandise category hierarchy level? a) Master Data + Merchandise Category Data + Merchandise Category — Display Enter merchandise category RSISIIO and choose Merchandise category basic data. The merchandise category value-only article (MC article) is RSVI311, the merchandise category reference article (MC ref. Article) is RS13110. The next higher-level merchandise category hierarchy level is RS13100 (Fruit), Then go back 2. Which articles are assigned to merchandise'category RSI31102 a) Master Data — Merchandise Category Data -» Merchandise Category — Display Choose Article overview. The following list is displayed: Article Description 31311 Pineapple 3132 Mango 313113 Coconut RITAQG#A* Mango Group ## RITAO7##* Coconut Gruppe ## RITA21#H* Net Apple Group #4 RS13110 Loose Fruit reference article RSVI3IL Loose Fruit value-only article += Allgroup numbers are displayed in the list. © Copyright. lights reservedLesson: Master Data 3, Display the merchandise category hierarchy RS10000 (Supermarket). You want to take a look at the assigned merchandise categories, the sites, and the articles, To do so, choose Merchandise Category Data — Environment Merchandise Category Usage. a) Master Data Merchandise Category Data + Environment Merchandise Category Usage Enter the merchandise category object as specified in the task and choose [Execute]. ‘Then expand the nodes ( RS13000 Produce, RS13100 Fruit and RS13110 Loose Fruit) until you can see the assigned sites and articles. © Copyright. Allrights reserved. 7Unit 3: Basic Concepts 8 © Copyright. Allrights reserved.Article Hierarchy Business Example Inaddition to the merchandise category hierarchy. you can also create and use an article hierarchy in SAP Retail. You want to set it up according to how you present the merchandise on your sales floor. For example, there should be an area for men’s, women's, and kid's fashion. Displaying Article Hierarchies You want to familiarize yourself with the article hierarchy data in SAP Ret 1 Display the active article hierarchy. Access the article hierarchy node R3 and display all the nodes beneath it. What are the names of the four levels in the article hierarchy? 2. Select the Department level of node R3051 (Fashion Men) and take a look at the information in the header data (right-hand side) concerning status, category. and validity period, Department level, in node R3051, Fashion Men: Status Category Validity 3. You are on the Department level in node R3051, Fashion Men. What is the meaning of the symbol with the green plus sign? Inthe Department level in node R3051, Fashion Men, choose level R305114, Private Label. On the right-hand side, the ArticleAssignments tab page displays all articles that are already assigned to this hierarchy node. You can also find out about the main assignment and the validity period of the assignment on this tab. Take a look at article 700010. \s it marked as main assignment in this hierarchy node? If 50. what is the validity period of this assignment? ‘Then return to the intial screen 4, You now want to check whether another article is assigned several times in the active article hierarchy, Re-access the display of the article hierarchy R3 and enter the following data (© Copyright, Allrights reserved, 938Unit 3: Basic Concepts Field name or data type Hierarchy Key Date Hierarchy node Article Values R3 today R3 700014008 Press Enter to confirm your entries. What result is displayed? 300 (© Copyright. Allrights reservesArticle Hierarchy Business Example In addition to the merchandise category hierarchy, you can also create and use an article hierarchy in SAP Retail. You want to set it up according to how you present the merchandise on your sales floor. For example, there should be an area for men’s, women’s, and kid's fashion, Displaying Article Hierarchies You want to familiarize yourself with the article hierarchy data in SAP Retail 1L Display the active article hierarchy. Access the article hierarchy node R3 and display all the nodes beneath it. What are the names of the four levels in the article hierarchy? a) Master Data — Article Hierarchy Data —+ Display Make your settings as specified in the task. For example, expand node R301 (Fashion Men) and then node R3051i (Basic). The Hierarchy Level column displays four levels of the article hierarchy. They are: a) Enterprise b) Department ¢) Theme d) Area 2. Select the Department level of node R3051 (Fashion Men) and take a look at the information in the header data (right-hand side) concerning status. category, and validity period. Department level, in node R3051, Fashion Men: ‘Status Category Validity 2) [Field name or data type Values Status Activated Category Indicator is set ‘ Validity 15.12.2005 to 31.12.9999 (© Copyright. Alirights reserved.Unit 3: Basie Concepts 3. You are on the Department level in node R3051, Fashion Men. What is the meaning of the symbol with the green plus sign? Articles are already assigned to this hierarchy level In the Department level in node R301, Fashion Men, choose level R305114, Private Label. On the right-hand side, the ArticleAssignments tab page displays all articles that are already assigned to this hierarchy node. You can also find out about the main assignment and the validity period of the assignment an this tab. Take a look at article 700010. Is it marked as main assignment in this hierarchy node? If so, what is the validity period of this assignment? Then return to the initial screen. Yes, the article is marked as the main assignment. The assignment is valid from 05/01/2006 through 31/12/9999. 4. You now want to check whether another article is assigned several times in the active article hierarchy. Re-access the display of the article hierarchy R3 and enter the following data: Field name or data type Values Hierarchy R3 Key Date today Hierarchy node R3 Article 700014008 Press Enter to confirm your entries, What result is displayed? a) Article 700014008 is assigned to two nodes. The main assignment is for node R305243. and the additional assignment is for node R305413. These nodes belong to two different categories. ‘© Copyright. Allrights reserved.Article Master in SAP Retail Business Example You find out about the structure and special features of the article master in SAP Retail, using the example of a single article and a generic article. A generic article is a typical fashion article. You can use the article list to group and display articles according to specific criteria. Single Article Master Data ‘Access the master data for the single article RITAO4##. 1. Which article master views can be selected on the initial screen? 2, Select the Basic Data, Purchasing, Sales, and Logistics: Distribution Center views. In Areas of validity, select purchasing organization R300. sales organization RG1O and distribution channel R1. Save these settings as defaults. 3, Since you want to look at the purchasing data for the article, you require a vendor who supplies you with article RITAO4## to your stores. How can you find out about existing vendor data for your article? 4. Confirm your entries to access the basic data view for the article. Which merchandise category does the article belong to? 5, Place your cursor in the GTIN field. Use the Fl help to display the definition of the Global Trade Item Number (GTIN). What does the article GTIN refer to? Then close the Performance Assistant, Goto the purchasing view. Which net price is maintained for the article for this vendor? How would you determine the net price of the same article for another vendor? 6. Goto the distribution center logistics view. Obtain information on fields which can be maintained here. Which subscreens do they belong to? —y © Copyright. llrightsreserved 103 ;Unit 3: Basic Concepts 7. Imaddition to the main screens for an article master record, you can also access additional data on what are termed secondary screens. How can you access these secondary screens? Then exit the article master data. Master Data on a Generic Article ‘Access the master data for the generic article RITAOS## L. Since you only want to display the basic data on this article, delete all previous entries in the Areas of Validity screen area and save this setting. Select only the Basic Data view, 2. Choose [Enter] to access the basic data, Compare this view with the data in task 1, Basic Data View for a Single Article. What differences do you notice? Why? 3. Towhich article hierarchy level s this article assigned? To which article hierarchy node is the article assigned? What is the technical name and description of the category? Is the article assigned to the article hierarchy more than once? 4, First, you want to display all variants that exist for this generic article. Then. you want to display the basic data of one variant of your choice. How do you proceed without exiting the current view? 5, What has changed now in the header area of the variant of generic article RITAOS##? You then want to return to your generic article RITAOS##. How can you return to this level? Where inthe basic data are the colors/sizes displayed? Creating an Article List You now want to create a static article list. 1. Use the menu path for editing an article list. In the tree structure on the left, choose the SAPIRT## folder. Switch to change mode and check what is displayed in the article list assignment on the right. What is the name of hierarchy node SAPIRT##?, Copyright. Allrights reserved.Lesson: Master Data Which information is displayed in the Display Valiaities area for the article list? Exit this area and return to the hierarchy tree. 2. You now want to create anew article list. To do so, choose Create Article List on the right. AS article list ID. enter Group ## with the description static article list. Don't forget to make sure the article list will actually be a static AL. How do you ensure this? Your static article list is to be valid for one month and apply to selections based on the merchandise category RF14221. However, you only want to have single articles of this MC in ‘your new article list (Selection criterion: article category 00), and you want to limit the result to those articles which belong to your own group number (article number: RITA*##). Finally in the result list, you want to add article RITALL## manually. ‘Then display the contents of your new article list in the results list, Then exit the results list, change the status of your article list to Released, and exit the article list editing function. Save your data 3. Now you want to use the static article list you just created. To do this, choose the menu option Change Article and call up the F4 help for the Article field. Choose the Search Help for Article List tab page and search for your article list with the object name Group ##. Select it. This will display the results list for your article list. © Copyright. Alirights reservedArticle Master in SAP Retail Business Example ‘You find out about the structure and special features of the article master in SAP Retail, using the example of a single article and a generic article. A generic article is a typical fashion article. You can use the article list to group and display articles according to specific criteria, Single Article Master Data Access the master data for the single article RITAO4##. 1. Which article master views can be selected on the initial screen? a) Master Data —+ Article Data ~ Article Change. Seven main views are displayed: + Basic Data + Listing + Purchasing + Sales, + Logistics: Distribution Center += Logistic + POS : Store 2. Select the Basic Data, Purchasing, Sales, and Logistics: Distribution Center views. In Areas of validity, select purchasing organization R300, sales organization RGIO and distribution channel R1. Save these settings as defaults 2) Master Data — Article Data — Article Change Choose the views as specified in the task and define the default settings for the areas of validity. Save by choosing Default Areas of Validity. 3. Since you want to look at the purchasing data for the article, you require a vendor who supplies you with article RITAO4## to your stores. How can you find out about existing vendor data for your article? 2) The system automatically displays the vendor(s) of an article. when you'select the Purchasing View and press enter to access the master record. If there is only one vendor. 106 ‘© Copyright. Al rights reserved| Lesson: Master Data a the number is directly populated in the vendor field in the Areas of validity . If there are several vendors, you can pick one from a pop-up window. 4. Confirm your entries to access the basic data view for the article. Which merchandise category does the article belong to? a) Press [Enter] to access the article master. You are in the basic data view. The merchandise category is displayed in the Groupings subscreen and is called RSII120. 5, Place your cursor in the GTIN field. Use the Fl help to display the definition of the Global Trade Item Number (GTIN). What does the article GTIN refer to? Then close the Performance Assistant, An GTIN is a global standard number that uniquely identifies a concrete article. This GTIN umber always relates to a particular unit of measure or type of packaging. The Global Trade item Number is normally issued by the manufacturer of the article. This means that the GTIN also uniquely identifies the manufacturer. A company can also supply the GTIN using various in-store numbering procedures. Only the company knows the in-store GTIN. Go to the purchasing view. Which net price is maintained for the article for this vendor? How ‘would you determine the net price of the same article for another vendor? Choose the Purchasing tab page and take a look at the Conditions subscreen. The Net price field displays a purchase price of USD 2.50 per 1 EA. You can use the Validity Areas button to maintain / display the purchasing data for a different vendor. 6. Go to the distribution center logistics view. Obtain information on fields which can be maintained here. Which subscreens do they belong to? 1a) Choose the Logistics: DC tab page and take a lock at the subscreens. The following subscreens are displayed: + RP Parameters + Forecast parameters + Stock planner/replenishment data + General control parameters + Physical inventory/Goods issue/Picking/Shipping + Storage data 7. Inaddition to the main screens for an article master record, you can also access additional data on what are termed secondary screens, How can you access these secondary screens? Then exit the article master data, a) In the main view, you can select Additional data to go to secondary screens. Also, most main views have Secondary views, which you can access through pushbuttons usually placed at the end of the screen, For example, there are 10 secondary screens at the end of the Logistics: DC main view. Copyright. llrights reserved, wor f=Unit 3 Basic Concepts Master Data on a Generic Article Access the master data for the generic article RITAOS## 1. Since you only want to display the basic data on this article, delete all previous entries in the 3. ‘Areas of Validity screen area and save this setting. Select only the Basic Data view. a) Master Data — Article Data — Article — Change Make your settings as specified in the task. Save your settings by choosing Default Areas of Valiaity ». Choose [Enter] to access the basic data. Compare this view with the data in task 1, Basic Date View for a Single Article. What differences do you notice? Why? a) The screen structure for this article has changed. For example, buttons are displayed for the characteristic values and variants, due to the generic article category. This article also belongs toa different article type, which can be used to control the screen structure in the article: Therefore. for example additional sub-screens appear, such as Fashion Attributes and Textiles Indicator. To which article hierarchy level is this article assigned? To which article hierarchy node is the article assigned? What is the technical name and description of the category? Is the article assigned to the article hierarchy more than once? ‘The article is assigned to the article hierarchy R3 with the description Demo Enterprise. It pelongs to article hierarchy node R305342 + ## of category R3053 with the description Fashion Kids. There is only one assignment to the article hierarchy: and this is marked as main assignment. . First, you want to display all variants that exist for this generic article. Then, you want to display the basic data of one variant of your choice, How do you proceed without exiting the current view? @) Choose Variants. A matrix is displayed which consists of the characteristic values for color and sizes children. The set flags indicate whether any variants have already been generated, Next, return to the basic data view of the generic article. b) Inthe basic data view of the generic article, choose Validity Area, select a variant using the F4 help, and confirm your entry. . What has changed now in the header area of the Variant of generic article RITAO3##? ‘An additional line is show in the header area of the variant of generic article RITAO3##, The first line displays generic article RITAO3## with the description Trousers for children with zip. Below it, there is a second. new line which specifies the article number of the variant and its description. 108 © Copyright. Allrights reservedLesson: Master Data You then want to return to your generic article RITAO3##. How can you return to this level? Choose Validity Area, do not enter a variant number this time (leave the field blank), and ‘confirm your entry. This will automatically bring you back to the generic article. Where in the basic data are the colors/sizes displayed? Choose Values. The values of the characteristics Colors and sizes children are displayed, Creating an Article List You now want to create a static article lst. 1L Use the menu path for editing an article lst. In the tree structure on the left. choose the SAPIRT## folder. Switch to change mode and check what is displayed in the article list assignment on the right. What is the name of hierarchy node SAPIRT##? Which information is displayed in the Display Validities area for the article list? Exit this area and return to the hierarchy tree. a) Master Data — Article Data — Article + Article List > Eolt The hierarchy node of the SAPIRT## folder and its description Is displayed on the right hand side. The description is: static article list - fashion women. Choose the folder SAPIRT ## in the tree structure on the left. Choose Change Mode. In the Adticle List Assignment on the right, select your article list and display it. Expand the Display Validities area. The following data is displayed: Field name or data type Values List Status 3 Released + Not Modifiable Static Type x Valid From 19.06.2008 Valid To 31.12.2009 Deletion Indicator Not set Info Ind. Arti List Not set Exit this area and return to the hierarchy tree. 2. You now want to create a new article list. To do so, choose Create Article List on the right. As article list ID, enter Group ## with the description static article list. Don't forget to make sure the article list will actually be a static AL. How do you ensure this? © Copyright. lights reserved. 109Unit 3: Basic Concepts Your static article list is to be valid for one month and apply to selections based on the merchandise category RF14221. However. you only want to have single articles of this MC in your new article list (Selection criterion: article category 00), and you want to limit the result to those articles which belong to your own group number (article number: RITA*##). Finally inthe result list, you want to add article RITALI## manually Then display the contents of your new article list in the results list. Then exit the results lst, change the status of your article list to Released, and exit the article list editing function, Save your data a) Make your settings as mentioned per task. To ensure it will bea static article list, you have to set the flag static type. If you don't set this fag, the article lst will automatically be saved as a dynamic article lst. You define the selection parameters by choosing Edit Selection. Enter the following selection criteria: Field name or data type Values Article: RITA*## Merchandise Category: RF14221 Article Category: 00 Confirm your selection by pressing Enter. b) To display the contents of your article list in the results list, choose Results List. Here, enter your additional article RITALL##. Confirm your entry (enter) and go back to the Edit Article List screen. Now you can you change the status of your new article list. Set the status to Released, to make your article list available to others as well, Save your data, Now you want to use the static article list you just created, To do this, choose the menu option Change Article and call up the F help for the Article field. Choose the Search Help for Article List tab page and search for your article list with the object name Group ##. Select it. This wil display the results list for your article lst. a) Master Data — Article Data — Article + Change Proceed as Specified in the task until the results list for your article list is displayed. You canselect an article from the list. 0 ‘© Copyright. Allrights reservedTG Article Copy Business Example ‘You are responsible for master data creation in your company. The task at hand is to create a new article, which is actually very similar to an existing generic article. So you will create the new one as a copy of the existing article, but not all variants should be created, Article Copy ‘Answer the following questions: 1. When you copy an article, you Choose the correct answers. A... Always copy the whole article 1 8 «only ever copy individual segments C ... Decide which data you want to copy [11 D ... Can also copy listing and pricing conditions. Copy of an Existing Article Master Record Your vendor offers you children’s denims at a low price. These jeans are similar to children’s trousers that you already carry and that sell well. You accept your vendor's offer and maintain article master data for the new trousers. ‘You use the trousers, which are already in your assortment, as the copy template, However, only certain variants are copied. since the new trousers are delivered in fewer colours. 1. You copy the source article RITAO3## with all article data, but you restrict the variants to the colours red and royal blue. The target article number should be RITABB##. Copy the article. 2. Change the article short text of the new article to Children's Denim ## © Copyright. Al rights reserved. emtArticle Copy Business Example You are responsible for master data creation in your company. The task at hand isto create anew article, which is actually very similar to an existing generic article. So you will create the new one ‘as.a copy of the existing article, but not all variants should be created. Article Copy ‘Answer the following questions: 1. When you copy an article, you Choose the correct answers. [1] A ... always copy the whole article [1] B ...Oniyever copy individual segments [i] ¢ ...Decide which data you want to copy [x] b ...can aiso copy listing and pricing conditions. ‘You can decide which data you want to copy, and you'can also copy listing and pricing conditions. Copy of an Existing Article Master Record : ‘Your vendor offers you children’s denims at a low price. These jeans are similar to children's: trousers that you already carry and that sell well. You accept your vendor's offer and maintain article master data for the new trousers. ‘You use the trousers, which are already in your assortment, as the copy template. However, ‘only certain variants are copied, since the new trousers are delivered in fewer colours. 1. You copy the source article RITAQ3## with all article data, but you restrict the variants to the colours red and royal blue, The target article number should be RITABB##. Copy the article, a) Master Data — Article Data — Article + Copy b) The article RITAO3## is used as the source article and the number RLTABBEE is entered as the target article, You do nat have to maintain any other data in the Target Materia! subscreen, since everything is copied from the Source Article. The Underlying Material Data and the Additional Material Data checkboxes are set. However, you choose Variant Filters to select the variants of the colours red (color code 3) and royal blue (color code 51) only. ©) Choose Execute. Copyright. Al rights reserved.Lesson: Master Data 2. Change the article short text of the new article to Children's Denim ## a) Master Data + Article Data — Article — Change b) Enter the article number RITABB#H. select the Basic data view and choose Enter, Change the short text to Children's Denim #4. © Copyright. Allrights reserved 13Unit 3: Basic Concepts na © Copyright. llrightsreserved.Assortment Planning / Layout Workbench Business Example General assortments can be created both in planning, and in SAP Retail. In order to connect the assortment and layout functions, you can either assign a layout or a layout module to a general assortment, depending on customizing settings. This means, when you use the layout workbench to execute listing, the listing conditions are created for the relevant assortments, and are thus available to the assortment users, along with the exact placement data defined for the articles by a connected shelf optimization program. Displaying General Assortments You now want to display the master data of a general assortment. You are interested in the assortment category. the layout module that was created, and the assigned sites. Select the general assortment RIOUTD##. 1. To which assortment category is your general assortment RIOUTD## assigned? 2. What is the name of the layout module that was created automatically for this assortment? 3. Which assignments can you make in the master data of a general assortment? Layout Workbench You use the Layout Workbench to display the article and store assignments for your layout module. 1. Todo this, choose Start: Layout Modules. Enter your layout module RIOUTD¥# and start the Layout Workbench. How many versions are displayed for your layout module and what do they mean? . Click gn the layout module version 0000 to access the article assignments. How could you assign other articles? 3, Select your general assortment RIOUTD## in the Layout Workbench and display the assigned stores. How do you proceed? Assigning Assortment Users Finally, you want to display the assortment users who are assigned to your general assortment, 1. Todo this, go to the Assortment Assignment Tool and access the function by selecting your layout module RIOUTD##. What is displayed on the left and right hand sides in the assignment tool? Which functions are available here? © Copyriant. All ngnts reserved,Unit 3: Basic Concepts 2. Which stores are already assigned to your assortment RIOUTD##? ue © Copyright. Al rights reserved.Assortment Planning / Layout Workbench Business Example General assortments can be created both in planning, and in SAP Retail. In order to connect the assortment and layout functions, you can either assign a layout or a layout module to a general assortment, depending on customizing settings. This means, when you use the layout workbench to execute listing, the listing conditions are created for the relevant assortments, and are thus available to the assortment users, along with the exact placement data defined for the articles by a connected shelf optimization program. Displaying General Assortments ‘You now want to display the master data of a general assortment. You are interested in the assortment category, the layout module that was created, and the assigned sites. Select the general assortment RIOUTD##. 1. To which assortment category is your general assortment RIOUTD## assigned? a) Master Data ~» Assortment/Listing —+ Assortment + General Assortment — Display The assortment category is displayed in the header data. Itis C = Customer assignment category. 2. What is the name of the layout module that was created automatically for this assortment? a) Master Data — Assortment/Listing —- Assortment + General Assortment — Display You can see on the Control Data subscreen whether and, if so, which layout module has been created, The layout module RIOUTD## has the same name as the general assortment RIOUTD##. The Customizing settings for the assortment type ensure that when anew general assortment is created, the system creates a layout module of the ‘same name automatically. In assortment maintenance, the layout module is shown as not ready for input. 3. Which assignments can you make in the master data of a general assortment? a) You can assign merchandise categories and assortment users (sites and customers). Layout Workbench, ‘You use the Layout Workbench to display the article and store assignments for your layout module. 1. Todo this, choose Start: Layout Modules. Enter your layout module RIOUTD## and start the Layout Workbench. How many versions are displayed for your layout module and what do they mean? a) Master Data — Assortment/Listing —+ Layout —- Layout Workbench Copyrignt. Allights reserved! 7Unit 3: Basic Concepts Choose Start: Layout Modules and enter the layout module RIOUTD##. Choose [Execute]. In the overview that is displayed next, expand the menu for your layout module. The system displays a version 0000 with the status Released. Ina layout module, the validity periods for individual versions are unique and cannot ‘overlap. With time-based scheduling, you can map seasonal changes ina shelf, for example. 2. Click on the layout module version 0000 to access the article assignments. How could you assign other articles? a) Select layout module version 0000, choose Article Assignments, and view the articles that have already been assigned. You could choose Assign Articles to assign other articles. 3. Select your general assortment RIOUTD¥# in the Layout Workbench and display the assigned stores. How do you proceed? a) Inthe Layout Workbench, select RIOUTD## and choose Stores (Assigned Store Display). Assigning Assortment Users Finally, you want to display the assortment users who are assigned to your general assortment. 1. Todo this, go to the Assortment Assignment Too! and access the function by selecting your layout module RIOUTD##. What is displayed on the left and right hand sides in the assignment tool? Which functions are available here? 2) Master Data —+ Assortment/Listing + Assortment — General Assortment — Assign Assortment User Enter your layout module RIOUTD## in the Layout Module field. Choose [Execute] and expand all of the tree structure. Onthe left side, you see the selected assortment with the sites that have already been assigned toiit. ‘The right side displays a list of all sites that were created in SAP Retail. You can restrict this display by choosing one of the following options: + Display Ail Sites ' Display Non-Assigned Sites + Display New Sites Only Inthis context, Display New Sites Only means that only those sites are displayed that have never been assigned to an assortment before. 2. Which stores are already assigned to your assortment RIOUTD##? Stores 1101, 1102, and 1103 are assigned. a8 © Copyright. Allrights reserved.Lesson: Master Data © Cooyright.Allrights reserved. usUnit 3: Basie Concepts LESSON SUMMARY You should now be able to: Distinguish between the site categories "distribution center” and “store” Explain the use of merchandise category and article hierarchies List the different article categories in SAP Retail Understand how the article master is structured in SAP Retail Describe the meaning of assortments and listing (© Copyright. Allrights reserved.eee OT Oe ed a wd wd a Inventory Management LESSON OVERVIEW inventory Management is a core function for Retailers. You will be able to distinguish between value- and quantity based inventory management, and different stock types are explained using the example of a stock overview. From the two available stock valuation procedures, the valuation con moving average price is the most commonly used option in Retail Business Example During the implementation phase, the logistics and accounting teams discuss the various valuation and inventory management options in SAP Retail. They decide to regularly use quantity: based inventory with moving average price valuation. Additionally, they want to know the stock value at retail at any point in time. For specific merchandise categories, retail valuation should be activated in some of the stores. LESSON OBJECTIVES ‘After completing this lesson. you will be able to: + Learn how inventory is managed in SAP Retail + Explain the valuation of articles and specify the various valuation procedures + Point out the features of sales price valuation, Copyright. Alright reserved 12Unit 3: Basic Concepts = Inventory Management (Inventory Management | | ze | Stock quantity, stock value | GIL accounts and Financial and ‘Quantity and value basis * | | Cost Accounting Quantity basis: | inh apeeaeaa ‘Stock quantity | [ae Goods | + Movement anne s | Stock value Value basis (stock quantity if necessary) | No updating TEEPE Peasy Figure Baxnventory Management TYPES: Inventory Management Types ifinventory management (briefly: IM) for an article is carried out on.a quantity and value basis the stock quantity, stockvalue. and G/L accounts in Financial Accounting and Cost Accounting are usually updated. “The logistios prOcess is spit into article flow and value flow. Inventory Management (IM) is updated with every transaction that leads to stock changes, such as goods receipt. goods issues, tranefer postings, and stock transfers-Anyhow. not all goods movement postings are relevant for Voluation. For example, fan article in a distribution center is posted from one storage location to nother within the site, or from stock type quality Inspection to unrestricted use, no accounting document is created for the goods movement article document. Accounting is only necessary when a change in valuation takes place, 2s for example ina site to site stock transfer. ifinventory management is on a quantity basis only, no accounting data can be maintainedin the article master record. When a goods movernent is posted, only the stock quantities are updated. ‘The system does not update the article stock value or the accounts in Financial Accounting and Cost Accounting. \Value-based inventory management means that valuation takes place for a group of articles at the retail (sales) price, so the sales price must be available for each of these articles. Often. the group is the merchandise category, but it's also possible to use value-based inventory 2 Copyright. Allrights reserves.Lesson: inventory Management management on a merchandise category hierarchy level, or on the other hand, to split a merchandise category for value-based IM by using Group value-only articles. Nevertheless, for ‘accounting purposes. the system internally determines a calculated purchase value for the value- only posting article, as stock valuation in general is carried on the cost price level. Usually, there is no information on quantities in value-based IM. You use the article type in Customizing to specify how an article is managed on a value basis and ‘quantity basis. Examples of typical article types provided in the standard version include raw materials, trading goods, apparel, and empties. mn ps Sites [Preceding document Stock Types (valuated) | Stock in quality inspection Goods Receipt Unrestricted-use stock Site 1011 Storage location 0001 Movement type (0a) Article 311312 12 PC Article3it121 3PC | Blocked stock Figure 64 Stock Types Inventory Management uses three stock types, which indicate the way in which an article can be used: Unrestricted-use stock is not limited in any way. Articles in quality inspection stock must be moved to unrestricted-use stock before withdrawal. The same is true for Blocked stock. For each goods receipt. you decide which stock to post the quantity to. Exact stock information for example is important for determining availabilty of stock in requirements planning and also for picking in inventory management. Besides stock types. the stock can also be posted using special stock indicators. These are for example vendor consignment. which is externally owned special stock (allowed for all 3 possible stock types), or returnable transport packaging (RTP) stock, which is only allowed in combination with stock type unrestricted use. With that, you can keep non-valuated RTP special stock data for each vendor and storage location. Goods receipt blocked stock can be used when posting goods receipt at the warehouse, for example if the goods are only to be accepted conditionally. The goods are then non-valuated but are displayed in the purchase order history for the item, © Copyright. Allrgnts reservedUnit 3: Basic Concepts This stock is not assigned to a specific storage location. SAP Retail provides usually all necessary movement types for any kind of stock postings. from goods receipts with or without reference, returns, return deliveries, receipts free of charge. for any kind of transfer posting such as split or create structured articles, to different goods issue movement types and movement types specific to Physical Inventory. Movement types, stock type and special stock indicators allow for exact inventory management and accounting. Level oc ‘Stock Let For article BSE 4 PE Ook meonpmnbe Aamnosie Client/Total ia Gay | tee Ue eR face cones | cece we guts meee oe ‘ie te aw «0 a.m 0 ‘Storage Location | Figure BBsStock Overview ‘The article stock is displayed in the individual organizational levels in the stock overview. The quantities posted for a specific stock type are added up for each organizational unit. In addition to the client, site and storage location organizational units, itis also possible to have a stock overview of batches/valuation type and special stocks (for example, consignment article). You can group the sites in a site hierarchy (class type 035) for the stock overview. For exemple. the site hierarchy could reflect the regional structure. The stock overview is a static representation of the article Stocks. This means that only the current stock levels are displayed. Goods receipts and issues planned for the future are not displayed in this list. Using the menu bar, you can, however, call up further information functions, You can call up the stock overview in different display versions that vary according to the listing. and sequencing of the individual stock types. In the custornizing of the display versions you can determine which stocks appear in the individual columns and in what sequence the columns are displayed, 124 ‘© Copyright. All rights reserved.Lesson: inventory Management Value-Based Inventory Management ‘= Profile for value-based Inventory management Value-only article created and assigned | Valuation at retail active 1 Sales conditions Merch. Cat. Hierarchy Value-only article Merchandise Category value-only article "On Group Article Merchandise Category | eee Group value-only article On Article Basis: Inventory Management Goc | on an exact article basis Store 1221 Figure 66: Va sed Inventory Management In value-based inventory management, goods movements are not posted on an article basis. The system does not perform an update on a quantity basis but only ona value basis. which is posted toone value-only article, The value-only article that is to be posted is determined by the system via the settings in the store master record and merchandise categories. To fine-tune value-based inventory management in a merchandise category. you can create several group value-only articles in this merchandise category. Its also possible to post selected articles individually in a merchandise category of this nature, for example, when these are particularly valuable articles. ‘A merchandise category hierarchy value-only article can be created for a merchandise category hierarchy node. It incorporates all the articles in the merchandise categories under that node. Ita store uses cross-merchandise category inventory management, a merchandise category hierarchy level has to be chosen on which the inventory management will be done, Valuation ‘This section acquaints you with the different valuation options. Stocks are always valuated at the cost price, since stock valuation is a part of balance sheet accounting. In Retall, often the sales value of stocks is updated as well, © Conyrieht. Allrights reserved 15Unit 3: Basic Concepts ge Price Changes Figure 67: Actvties relevant for valuation Article valuation is not 2 separate functional area, since most ofthe functions are carried out a tematically, Depending onthe organization the activities that are performed manually are part atc unctignal areas of inventory rmanagement, invoice verification, or accounting Article valuation connects Logistics and Financial Accounting by accessing and updating the G/L accounts, The valué of an article stock results from the simple formula: Stock value = stock quantity * article price Theretore, the stock value changes Ifthe stock quantity or the article price changes This curation can be based on the cost price = fist prietor an article taken for the first goods Faceipt) and the etal price. For the balance sheet valuation. SAP Retal supports both lowest value and LIFO valuation “The Price control idicator allows you to choose how the stock of an article should be valuated. You have the following options: + Standard price valuation: + Valuation at the moving average price (MAP) Changing the valuation procedure does not affect already posted values. which means that the procedure can be changed at any time. 6 @ Copyright Allrigts reservedLesson: Inventory Management stock value (old) + receipt value (now) Total value = stock quantity (old) + receipt quantity (new) Standard Price Valuation: Price control = Define standard price Total value = standard price x quantity Differences are posted to a price difference account in SAP Reta The type of price control used for an article is defined in the Accounting view when creating the article master record. Itis possible to valuate merchandise at standard price or moving average price, You can define a proposal for this in Customizing for the article type: it can, however, be overwritten in the Accounting view of the article master record. Ifyou have decided on article-specific inventory management and standard-price valuation, you define § for standard price as the price control procedure with a corresponding standard price in the article master record. ‘The purchase price of the article is stored in the Purchasing view, for example under condition ‘type PBOO. If the purchase price is defined before the standard price in the article master, itis transferred as the default value for it. With most goods movements in inventory management, the stock quantity, and hence also the stock value, changes: goods receipts increase the stock value, goods issues reduce it. With all goods movements (for example, a goods receipt). articles for which price control procedure S hhas been defined are valuated with the standard price. This means that the total value of the article is calculated from standard price multiplied by quantity. If differences occur in the goods movements (for example, purchase and standard price differ), they are posted to a price difference account. Ifyou have decided on article-based inventory management and valuation at the moving average price, you define V for MAP as the price control procedure with a corresponding valuation price in ‘the article master record When an article is created, the purchase price is taken as the first MAP. if you have not yet entered a purchase price (PBOO) in the master data, the value Os taken as the MAP. © Copyright. Alinghts reserUnit 3: Basic Concepts Inthe case of the moving average price. all receipts (for example, goods receipts) are posted with the receipt value (for example, the purchase price of a purchase order). n the first goods receipt, the valuation price is the same as the purchase price. The moving average price is then determined by changes to the purchase price and deviations from the cost price according to the formula, The moving average price that is displayed in the article master is a rounded value, The exact price (calculated using the quotient from the stock value and stock quantity) is always used for valuating goods movements. Price differences occur only in exceptional circumstances. for example, if there are stock shortages in invoice verification or if there is negative stock: Froma stock of 0 or with a negative stock, the moving average price is no longer changed. For goods receipts that do not result in 2 positive stock, the differences between the purchase and fhe frozen MAP are posted to a price difference account. As soon as the stock becomes positive again, the frozen MAP is replaced by the purchase price ofthe first goods receipt that resulted in positive stock. Valuation at retail active 1x] Revaluation profile 15 Distribution chain Retail Price (RP) [RG10] [Ri] Figure, Valuation at Reta ‘Additionally, for information purposes, you can also carry out the valuation at retail prices. Valuation at retail is optional (for information purposes) when article-based inventory management is used. For value-based inventory management. itis a mandatory requirement. 2s vValue-only inventory management is based on the retail (sales) price of an article the system then calculates back to @ purchase value for accounting). in Retail, the valuation area always corresponds to a site. Thus, the retail price valuation can be activated for each siteas required. If valuation atretall is active. you must specify a revaluation profile for revaluation at retail: This profile defines. for example, whether or not revaluations are to affect margins. 28 © Copyright. Allrights reserved.Lesson: Inventory Management Also, the Distribution Chain which carries the retail price conditions, should be specified accordingly. If blank, the system automatically uses the prices stored on the site's main distribution chain. Total stock 100 Total value 1000 Price control Vv Moving average price USD 10 Article 4741 ay 100 Purenase price USD 2 Purchase value USO 20097 ~S- @-==aaae ariel a7 ‘ay 100 Goode receipt value USD 2000, Total stock 200 Total value 3000 Moving average price USD 15 ew Tango feei Pisin bare is When retail price valuation is active, you can see the retail value in addition to the regular cost value details: price control, stock quantity, and cost value © Copyright. Allights reserved