IRT310

Master Data in SAP for Retail
SAP for Industries - SAP for Retail

Date Training Center Instructors Education Website

Participant Handbook
Course Version: 2006 Q2 Course Duration: 5 Day(s) Material Number: 50079220

An SAP course - use it to learn, reference it for work

Copyright
Copyright © 2006 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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About This Handbook
This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

Typographic Conventions
American English is the standard used in this handbook. The following typographic conventions are also used. Type Style Example text Description Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options. Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet). Example text EXAMPLE TEXT Emphasized words or phrases in body text, titles of graphics, and tables Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program. Exact user entry. These are words and characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Example text

Example text

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About This Handbook

IRT310

Icons in Body Text
The following icons are used in this handbook. Icon Meaning For more information, tips, or background Note or further explanation of previous point Exception or caution Procedures

Indicates that the item is displayed in the instructor's presentation.

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Contents
Course Overview ......................................................... vii
Course Goals ...........................................................vii Course Objectives .....................................................vii

Unit 1: Organizational Structures in Retail .......................... 1
Organizational Structures in Retail ...................................2

Unit 2: Business Partner ............................................... 19
Customer............................................................... 20 Vendor .................................................................. 25

Unit 3: Sites ............................................................... 41
Sites .................................................................... 42 Site Maintenance ..................................................... 55 Layout .................................................................. 71

Unit 4: Article Groupings .............................................. 85
Classification .......................................................... 87 Merchandise Categories ............................................. 92 Correlation between Sites and Merchandise Categories .......109 Article Hierarchy...................................................... 118

Unit 5: Assortment Management .................................... 135
Assortment............................................................136 Listing Procedures ...................................................163 Assortment List.......................................................175

Unit 6: Single Articles.................................................. 189
Creating Articles......................................................191 Article Fast Entry .....................................................224 PRICAT................................................................243 Article List .............................................................255 Configuring the Article Master......................................267 Article Discontinuation...............................................282

Unit 7: Generic Articles and Variants .............................. 299
Characteristics .......................................................301 Creating a Generic Article ..........................................314 Prepack ...............................................................333

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Additionals ............................................................341

Unit 8: Structured Articles ............................................ 357
Structured Articles ...................................................358

Unit 9: Logistical Variants ............................................ 373
Logistical Variants....................................................374

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Course Overview
Your company has decided to implement SAP Retail, and you are responsible for maintaining and optimizing master data. Employees should - as far as possible - work efficiently and without errors occurring. Therefore, you create an optimal reference concept. The article master is also configured in different ways for different groups of employees, depending on their requirements. This means that individual employees can see and process only the data that is relevant to them.

Target Audience
This course is intended for the following audiences: • • Project team members SAP consultants

Course Prerequisites
Required Knowledge
• • Basic knowledge of retailing SAPIRT Function Overview in SAP for Retail

Recommended Knowledge
• None.

Course Goals
This course will prepare you to: • • Maintain and configure the specific SAP Retail master data Use and discover the advantages of the reference concept

Course Objectives
After completing this course, you will be able to: • • Describe the organizational structures in SAP Retail and know where these organizational structures can be set up Maintain general Retail master data and configure it according to your requirements

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2006/Q2 . All rights reserved.Course Overview IRT310 • Describe the SAP Retail reference concept and use it according to your requirements SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases: viii © 2006 SAP AG.

..... you will be able to: • • Show that the organizational structures and their assignments. It describes additional controls that must be maintained for the Industry Solution SAP for Retail at organizational structure level.... which are supported by SAP Retail.. 1 . are a basic prerequisite for working in the SAP Retail system...Unit 1 Organizational Structures in Retail Unit Overview This unit explains that the organizational structures and their assignments... All rights reserved........... Unit Objectives After completing this unit.............................. locate the settings for the organizational structures Unit Contents Lesson: Organizational Structures in Retail .......2 Exercise 1: Organizational Units ............. which are supported by SAP Retail... 13 2006/Q2 © 2006 SAP AG.... are a basic requirement for working in SAP Retail In the Implementation Guide..

A large number of organizational units makes it possible to map the legal and organizational structure of a retail company from different business viewpoints. SAP Retail is client-capable. when there are several organizational units like this. The aim is to completely map the value chain from the consumer to the vendor. A client is a corporate group that can subdivide into subsidiaries. All rights reserved.Unit 1: Organizational Structures in Retail IRT310 Lesson: Organizational Structures in Retail Lesson Overview Lesson Objectives After completing this lesson. Many organizational units are also data retention levels. 2006/Q2 . In SAP Retail. are a basic requirement for working in SAP Retail In the Implementation Guide. 2 © 2006 SAP AG. Organizational Structures Flexible organizational units in SAP Retail make it possible to map even complex organizational structures. retail and consumers. You have analyzed your current organizational structures and discussed mapping them onto the corresponding structures in SAP Retail. you will be able to: • • Show that the organizational structures and their assignments. You now create the organizational units and their assignments in SAP Retail. organizational units can be set up for the individual departments of a company. different data can be stored for each one. as well as consumer-oriented distribution logistics when dealing with consumer products. locate the settings for the organizational structures Business Example You have decided to implement the Industry Solution SAP for Retail. It provides all important functions you need to map your business processes in a retail company. which are supported by SAP Retail. which means that. and to optimize the various functions and control processes in the flow of goods and information between vendors. variable sales technologies and corresponding site categories. SAP Retail Overview SAP Retail is a complete system that supports competitive assortment strategies.

3 . the managerial accounting view and the external accounting view The option of cross-company-code processing Organizational structures are maintained in Customizing (Implementation Guide). They must be created individually and then assigned to each other. All rights reserved. Figure 1: Organizational Structures The variable organizational structures in the SAP system offer the following advantages: • • • The flexibility to be able to map complex company structures Separate logistical views (purchasing.IRT310 Lesson: Organizational Structures in Retail This means that the organizational units reflect the subdivision of a company from a business viewpoint in SAP Retail. 2006/Q2 © 2006 SAP AG. The most important organizational units in SAP Retail are listed below. sales and distribution).

generally a maximum of one uniform chart of accounts is defined at corporate group level and this is then valid for all company codes. if they have the same chart of accounts. identical to the controlling area. All the company codes that belong to a cross-company-code cost accounting must use the same operational chart of accounts. You can set up several company codes in one client to keep several independent accounts at the same time. the chart of accounts is defined at company code level. All rights reserved. 2006/Q2 . The company is defined from the controlling viewpoint using the controlling area. One or more company codes can be assigned to a controlling area. You must. The controlling area is an organizational unit of the internal accounting. In a decentralized organization. operating concern and profit center. The company code is the accounting unit to draw up the financial statement. This can be. which subdivides the company from the controlling viewpoint. but does not have to be. which subdivides the company from the financial accounting viewpoint. however. set up at least one company code in each client. The company code is an organizational unit of the external accounting. The controlling area structures a company from the controlling viewpoint. 4 © 2006 SAP AG. In a central organization.Unit 1: Organizational Structures in Retail IRT310 Financial Accounting and Controlling Figure 2: Organizational Structures in Financial Accounting and Controlling The client is a corporate group that can subdivide into subsidiaries.

which can be assigned to an account in all company codes that are defined in this client. It is the central organizational element of the financial accounting. it makes sense for business areas in all company codes to have the same meaning. you can carry out settlements and profit and loss statements for internal purposes. A company code is an independent accounting unit in the sense of a legally independent company. but a distribution chain or even each individual site can be displayed as a company code too.IRT310 Lesson: Organizational Structures in Retail Figure 3: Organizational Structures in Financial Accounting The company is defined from the accounting viewpoint using the company code and business area. The business area is an organizational unit of the accounting. 2006/Q2 © 2006 SAP AG. which corresponds to a defined activity area of the company or an area of responsibility in the company. for example. At business area level. For a consistent document entry. which lists the G/L accounts posted to and the details of the posting. can be displayed as business areas. Business areas enable you to structure operating levels according to their business contents. Each valuation-relevant transaction creates a financial accounting document. 5 . All rights reserved. This means that distribution chains or individual sites. you can set up several business areas. In a client. the entire company can represent a company code. In Retail.

which are affected by this transaction. All rights reserved. or a production location. are determined and posted to via automatic account determination. Inventory management on a value-only basis is carried out at valuation area level. Every site is a valuation area in SAP Retail. This is already determined when the system is set up as a Retail system and it is unchangeable. a distribution center. The valuation area does not appear on the screen. Stocks are updated by goods movements on both a quantity and value basis. it is controlled internally. The relevant G/L accounts in accounting. In SAP Retail. Every site belongs to just one company code. the valuation area must always correspond to a site. the site is the selling and inventory management organizational unit. 2006/Q2 .Unit 1: Organizational Structures in Retail IRT310 Figure 4: Organizational Structures: Valuation A site can be a store. A valuation area is the organizational unit for value-based inventory management. In SAP Retail. 6 © 2006 SAP AG.

contracts and purchasing info records can be used together. A complete purchasing transaction is managed by one purchasing organization. All rights reserved. the purchasing organization can only purchase for sites that belong to the same company code. so that the conditions. it is not a data retention level. Authorizations can be assigned to each purchasing group individually. A purchasing organization can be assigned to one company code. and for the operative purchasing management. In order to map this connecting link. Authorizations for master data maintenance and purchasing management are assigned per purchasing organization. A purchasing group is similar to a purchasing department in that it consists of one or more buyers. A reference for one purchasing organization can also be applied to another purchasing organization. one purchasing area is assigned to a combination of a purchasing organization and a purchasing group in Customizing.IRT310 Lesson: Organizational Structures in Retail Logistics Figure 5: Organizational structures in Purchasing A purchasing organization procures articles for several sites and negotiates purchase conditions with the vendors. However. 2006/Q2 © 2006 SAP AG. If this is the case. The purchasing group is not a data retention level. Purchasing groups are responsible for maintaining master data and control data. It is used as an additional hierarchy level during the evaluation. 7 . A purchasing area can be used as a connecting link between the purchasing organization and the purchasing group.

but additional storage locations can also be managed for outdoor stock (for example. the site is the selling and inventory-managing unit. article stocks must be managed on a quantity basis in the system. You can differentiate between stocks of an article in a storage location on the basis of batches. All rights reserved. camping articles.Unit 1: Organizational Structures in Retail IRT310 Figure 6: Organizational Structures: Inventory Management To be able to keep track of the goods flow in the company. A site can be a store or a distribution center. a cross-docking storage location. 8 © 2006 SAP AG. In SAP Retail. It is also possible to maintain expiration dates. a storage location can map various logistical functions (for example. Usually a store is assigned to one storage location. In a distribution center. The storage location is an organizational unit that makes it possible to differentiate between stocks in a site. 2006/Q2 . a lean-WM-managed storage location). furniture).

For complex distribution centers. are defined as storage types. can be displayed. such as the goods receipt area. All rights reserved. inventory management on the storage location with a storage location that is managed by a lean WM. and inventory management on the storage bin with a WM-managed storage location = Warehouse Management system. an action to put away the goods is triggered in the Warehouse Management. enabling physical stock levels to be mirrored exactly in the inventory management. high rack storage area and picking bin. the organizational and technical attributes of which differ. for example. The Warehouse Management system is integrated into the whole system by connecting a storage location to a warehouse number. This means that structures. If. the Warehouse Management system allows stock to be differentiated up to storage bin level. Various partial warehouses. a goods receipt is posted to the inventory management. goods issue area. A complex warehouse structure is managed under a warehouse number.IRT310 Lesson: Organizational Structures in Retail Figure 7: Inventory Management in the Distribution Center WM: Warehouse Management MM: Material Management Transactions that cause a change in stock and the resulting stock updates are entered in the system in real time. The individual storage bins are defined in a storage type. They are the smallest organizational units that can be 2006/Q2 © 2006 SAP AG. 9 . There are three different organizational structure options in a distribution center: inventory management on the storage location (MM-managed storage location). such as those of a high rack storage area.

and negotiates sales conditions. We recommend using the Lean WM if you want to pick deliveries in a warehouse that you do not manage with the Warehouse Management system. It is also responsible for the sales and distribution of the article. for example. When an article appears on a storage bin. A complete business transaction in sales and distribution is always managed in a sales organization. The Lean WM is a warehouse structure with which transport orders can be used as pick orders. Figure 8: Organizational Structures in Sales The sales organization is an organizational unit of the logistics. from the goods receipt area to the storage bin). They can be called using coordinates such as 05-04-03 for aisle 05. All rights reserved. Inventory management occurs at storage location level only. level 03. responsible for product liability and any customer's rights of recourse. Every sales organization represents a selling unit in the legal sense and is. Transport orders are used to transport the articles within the warehouse (for example. for example. 10 © 2006 SAP AG. even in simply structured warehouses. into countries. You can use sales organizations to divide your market into regions. stack 04. it is flagged as quant. 2006/Q2 . even if storage bins are not managed in the WM. The system does not use quants to update the stock data at storage bin level. which subdivides the company according to the requirements of sales and distribution. Transport orders can be created for deliveries (excluding goods receipts or goods issue).Unit 1: Organizational Structures in Retail IRT310 called in the system.

The sales document types of the referenced sales organization are then used. References to other distribution chains in the same sales organization can be created for a distribution chain. All rights reserved. For statistical purposes.IRT310 Lesson: Organizational Structures in Retail In SAP Retail. sales to the consumer via various store chains or mail order. although SAP Retail does not use it in the retail functions. sales document types and condition types can be accessed from the distribution chain that is being referenced. both terms are identical. then the sales area is functionally almost identical to the distribution chain for retail. Sales and distribution uses different distribution channels in terms of distribution lanes or distribution channels. the sales organization forms a distribution chain. A reference to another sales organization can be created for one sales organization at sales document type level. Together with the division. this may be of interest. or to supply consumers. Possible distribution channels include. Copy Function Figure 9: Organizational Structures: Copy Function 2006/Q2 © 2006 SAP AG. This means that the hierarchy creation that is displayed in the figure may be enforced. a distribution chain forms a sales area. This means that customer and article master data. In some cases. the distribution chain category of a distribution chaindetermines. A division must be defined. In combination with the distribution channel. 11 . if it will be used to supply sites or wholesale customers respectively. If just one division is created. for example. In SAP Retail. a sales organization can be assigned to a purchasing organization. The distribution channel is assigned to a sales organization.

All rights reserved. • Delete: Use this function if you want to delete an existing organizational unit with all dependent entries. 12 © 2006 SAP AG. If you only want to process mandatory activities in the system settings. then you must use the copy function to create the new organizational units.Unit 1: Organizational Structures in Retail IRT310 In the SAP System. This is the only way you can make all the necessary system settings. 2006/Q2 . you have the option of processing existing organizational structures. The following functions are available: • Copy: Use this function if you want to create a new organizational unit and want to use the existing settings as a template. • Check: Use this function to check all the settings for an existing organizational unit. Be careful to delete or copy only the system settings (in Customizing). Master data is not included in this process.

________________________________________________ 3. Show the structures in the SAP system to the new employee. 13 . 1. 1.IRT310 Lesson: Organizational Structures in Retail Exercise 1: Organizational Units Exercise Objectives After completing this exercise. View the definition and assignments of some organizational levels in the Implementation Guide: Where can you find the definition of a company code in the Implementation Guide? Specify the menu path. 3. What is the name of this company code? ______________________________________________________ Which currency and language are set by default in company code R300? ______________________________________________________ Task 2: You now work more closely with the company’s organizational units. Check the existing assignments of sales organization RG10. 2. Task 1: Display the existing organizational structures in the Implementation Guide (IMG). 2. you will be able to: • Find organizational structures in the Implementation Guide (IMG) Business Example A new employee needs to become familiar with the most important elements of your company structure quickly. All rights reserved. Which organizational units form a distribution chain? ______________________________________________________ What distribution chains are there for the sales organization RG10? ______________________________________________________ To which company code is the sales organization RG10 assigned? ______________________________________________________ 2006/Q2 © 2006 SAP AG. For the duration of the course you will use R300 as your company code.

________________________________________________ a) b) IMG: Enterprise Structure → Definition → Financial Accounting → Edit. Copy. Tools → AcceleratedSAP → IMG → Execute Project. Check Company Code Edit Company Code Data 3.Unit 1: Organizational Structures in Retail IRT310 Solution 1: Organizational Units Task 1: Display the existing organizational structures in the Implementation Guide (IMG). What distribution chains are there for the sales organization RG10? Continued on next page 14 © 2006 SAP AG. Delete. A distribution chain is formed from the sales organization and distribution channel organizational units. 2006/Q2 . What is the name of this company code? ______________________________________________________ Which currency and language are set by default in company code R300? ______________________________________________________ a) Select R300 : Goto → Details Company Name Currency Language IDES Retail INC US USD EN Task 2: You now work more closely with the company’s organizational units. Which organizational units form a distribution chain? ______________________________________________________ a) 2. 1. View the definition and assignments of some organizational levels in the Implementation Guide: a) 2. 1. Goto → SAP Reference IMG Where can you find the definition of a company code in the Implementation Guide? Specify the menu path. Check the existing assignments of sales organization RG10. All rights reserved. For the duration of the course you will use R300 as your company code.

2006/Q2 © 2006 SAP AG. Stores US Distribution US Internet/Catalog US To which company code is the sales organization RG10 assigned? ______________________________________________________ a) IMG: Enterprise Structure → Assignment → Sales and Distribution → Assign sales organization to company code Sales organization RG10 is assigned to company code R300. All rights reserved.IRT310 Lesson: Organizational Structures in Retail ______________________________________________________ a) IMG: Enterprise Structure → Assignment → Sales and Distribution → Assign distribution channel to sales organization R1 R5 R7 3. 15 .

locate the settings for the organizational structures 16 © 2006 SAP AG.Unit 1: Organizational Structures in Retail IRT310 Lesson Summary You should now be able to: • Show that the organizational structures and their assignments. 2006/Q2 . which are supported by SAP Retail. are a basic requirement for working in SAP Retail • In the Implementation Guide. All rights reserved.

are a basic requirement for working in SAP Retail • In the Implementation Guide.IRT310 Unit Summary Unit Summary You should now be able to: • Show that the organizational structures and their assignments. locate the settings for the organizational structures 2006/Q2 © 2006 SAP AG. 17 . All rights reserved. which are supported by SAP Retail.

All rights reserved. 2006/Q2 .Unit Summary IRT310 18 © 2006 SAP AG.

...... 20 Lesson: Vendor ............................................................ and specifies the options for the maintenance of different purchasing data for the vendor................. Unit Objectives After completing this unit................................ explains the task of the account group.. All rights reserved...............Unit 2 Business Partner Unit Overview This unit describes the structure of business partner master records................................. 33 2006/Q2 © 2006 SAP AG...... 25 Exercise 2: Vendor ......... you will be able to: • • • • Name the different customer categories Describe the structure of a customer master record Describe the structure of a vendor master record Explain how you can maintain various types of purchasing data for the vendor Unit Contents Lesson: Customer ...... 19 ........

you will be able to: • • Name the different customer categories Describe the structure of a customer master record Business Example You deliver goods to new customers and create their customer master records so that the delivery and payroll processes run smoothly in the system. Customer Master Data Figure 10: Customer: Definition 20 © 2006 SAP AG.Unit 2: Business Partner IRT310 Lesson: Customer Lesson Overview Lesson Objectives After completing this lesson. All rights reserved. 2006/Q2 .

the customer master record is used by both sales and financial accounting. Customers are classified as debitors in financial accounting. 2006/Q2 © 2006 SAP AG. Every site has a customer master record. 21 . Figure 12: Customer: Business Partner “Business partner” is an SAP term. A business partner is a person or organization with which you do business.IRT310 Lesson: Customer Figure 11: Customer: Master Data As a customer is regarded as a business partner of the company in financial accounting. All rights reserved.

You can overwrite these default values. for example. When you create these mandatory roles. someone with whom you want to keep regular contact (for example. you should remember who expects payment from you (for example. you must create a master record for a sold-to party. for example. business partners are defined according to roles that they fulfill and according to requirements that they apply to you. management) Personnel. When you are creating customer master records. and are either required entry or optional entry fields The number range for the customer of the sold-to party or the ship-to party and so on A number of other control elements 22 © 2006 SAP AG. letters or other messages). The SAP system defaults the same person for all four partner roles.Unit 2: Business Partner IRT310 In the SAP system. a commission or fee) and who receives documents from you (for example. Examples include: • • Contact person. All rights reserved. sales employees or employees who you represent at trade fairs When you are defining a business partner. 2006/Q2 . the SAP system automatically completes the partner role view of this master record with entries for the ship-to party. bill-to party and payer. The account group determines: • • • The data fields in the master record that are either hidden or displayed. forms. Figure 13: Customer: Customer Account Groups The account group is a template for creating customer master records.

IRT310

Lesson: Customer

Example: A customer master record for a ship-to party (created with account group 0002) contains certain views and data fields. This master record requires information relevant to shipping. All the fields relevant to billing are hidden. Account groups are contained in the standard system. If required, you can create additional account groups.

Figure 14: Organizational Structures in Wholesale (Example)

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Lesson Summary
You should now be able to: • Name the different customer categories • Describe the structure of a customer master record

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Lesson: Vendor

Lesson: Vendor
Lesson Overview

Lesson Objectives
After completing this lesson, you will be able to: • • Describe the structure of a vendor master record Explain how you can maintain various types of purchasing data for the vendor

Business Example
From now on you will be receiving goods from a new vendor and you have to create a master record for this vendor in the system. You determine which articles are delivered from your new vendor and under what conditions they are delivered.

Vendor Master Data

Figure 15: Vendor: Definition

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Figure 16: Vendor: Master Data

The data in the vendor master record is subdivided into three categories: • General Data: This includes the address and banking details of the creditor. The data is valid on a client-wide basis. You will also find the procurement monitoring fields here. • Purchasing Data: This includes 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 for vendor sub-ranges. • Financial 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 maintained at company code level. A vendor master record may be blocked, if, for example, the quality of the products supplied by this vendor is substandard. You can use the source list to block a vendor for a single article/SKU.

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Lesson: Vendor

Figure 17: Vendor: Purchasing Data

These are vendor-related entries, which you can maintain for every purchasing organization in your client. It concerns data that is important for purchasing, such as purchasing data and partner functions. In addition to maintaining the data that is valid for the entire purchasing organization, you can also maintain data for a specific site and/or vendor sub-range in the purchasing data and partner function screens. This may include, for example, terms of payment or Incoterms that differ from the terms of payment or Incoterms in the purchasing organization. You can create this alternative data for the vendor at the following data retention levels: • • • Vendor sub-range (VSR) Site Vendor sub-range/site

The data retention level from which the system defaults data, for example, in a purchase order, is determined in the following sequence: 1. 2. 3. 4. Vendor sub-range/site/purchasing organization Vendor sub-range/purchasing organization Site/purchasing organization level Purchasing organization

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Figure 18: Vendor: Vendor Sub-Range

Vendor sub-ranges are specified by vendors. Reasons for creating sub-ranges include, for example: • • • Different conditions Different addresses Different control data for requirements planning and purchase orders

In the vendor master, the purchasing data and partner roles can be created separately for each sub-range. The link between vendor and article is created using the purchasing info record. The article maintenance automatically creates and maintains the purchasing info record. Among other things, information is created about conditions, terms of delivery and payment agreements. Purchasing info records can provide default values when the purchase order is being created. An article is assigned to a sub-range in the purchasing view of the article (purchasing info record). A sorting number can also be assigned, to sort the articles in a purchase order in the standard vendor way.

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Lesson: Vendor

Figure 19: Vendor: Supply Regions

In the vendor master purchasing data, you can choose which supply regions a vendor supplies. Each site can be assigned to one supply region. The system checks the supply regions of the vendor master when a purchase order is created for a site that is assigned to a supply region. If the vendor is not responsible for that particular region, the system issues a warning message. If supply regions have been created in the vendor master, the information is taken into account in the supply source determination of the purchasing.

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Figure 20: Vendor: Partner Roles

Partner Functions For certain operative functions, you can use partner functions to create a link between the vendor and other credit-side master records. The corresponding partner functions must be defined in these master records. The partner functions created in the vendor master can be defaulted and used in purchase orders and contracts. Vendor Master Records: • • Only one vendor master record is required if a vendor is also the order recipient, vendor, invoicing party and payee. Several vendor master records are required if these functions are distributed to different locations or companies. They are linked to each other by partner functions.

You can enter a contact person for each partner function. Partner functions allow you to assign different locations or companies to a vendor master record. Partner functions refer to different functions that a particular vendor may have in the business relationship with you.

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Lesson: Vendor

Figure 21: Vendor: Vendor Account Groups

The account group is a template for creating vendor master records. The account group determines: • • The data fields in the master record that are either hidden or displayed, and are either required entry or optional entry fields The number range for the vendor master

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Lesson: Vendor

Exercise 2: Vendor
Exercise Objectives
After completing this exercise, you will be able to: • Maintain vendor data • Find the Customizing settings that you require

Business Example
The vendor Northern Milk offers you better conditions if you purchase its whole range of yoghurts. You create a vendor sub-range for these articles and maintain the relevant purchasing data in the vendor master.

Task 1:
The vendor master record already exists in the system under the number R1TV03##. Familiarize yourself with the vendor data. 1. Display all data of vendor R1TV03## (Display → Central). The company code is R300, and the responsible purchasing organization is also R300 too. Select all views (except for the withholding tax view). In which country and city is the vendor? ______________________________________________________ ______________________________________________________ 3. 4. What is the language setting for the vendor? ______________________________________________________ Find out which partner functions are still assigned to the vendor in addition to the mandatory “Vendor” function. ______________________________________________________ ______________________________________________________

2.

Task 2:
You want to create a new sub-range for selected articles of vendor R1TV03##. 1. 2. Find out with which account group the vendor R1TV03## was created. ______________________________________________________ In Customizing, check that you can create purchasing data for this account group at vendor sub-range level. Continued on next page

2006/Q2

© 2006 SAP AG. All rights reserved.

33

Unit 2: Business Partner

IRT310

3.

In the Purchasing Data of the vendor, create a new vendor sub-range GR## with the description “Yoghurt”. Hint: To do this, choose Vendor → Change

Task 3:
For articles from the Yoghurt sub-range, the vendor named a certain seller, who is the contact person for this article. You now want to create this information in the system. 1. 2. 3. Create alternative data for the Yoghurt vendor sub-range. On what other levels can you create alternative data? _________________________________________________ You select your sub-range GR## and maintain the following alternative purchasing data: The responsible seller for the article of the VSR is Mr Smith and his telephone number is 089/23046-7. You want to specify the purchasing group R30 as a default when creating the article. The planned delivery time is 3 days. Save the changes you have made to the vendor.

4.

34

© 2006 SAP AG. All rights reserved.

2006/Q2

Find out which partner functions are still assigned to the vendor in addition to the mandatory “Vendor” function.IRT310 Lesson: Vendor Solution 2: Vendor Task 1: The vendor master record already exists in the system under the number R1TV03##. What is the language setting for the vendor? ______________________________________________________ a) Go to the Address view. ______________________________________________________ ______________________________________________________ a) Goto → Purchasing org. R1TV03## R300 R300 Select all boxes (except for Withholding tax) and choose Enter In which country and city is the vendor? ______________________________________________________ ______________________________________________________ a) Go to the Address view. Display all data of vendor R1TV03## (Display → Central). a) Retailing: Master Data → Vendor Data → Edit Vendors → Vendor → Display → Central Vendor Company Code Purch. The company code is R300. All rights reserved. and the Communication subscreen Language English 4. 1. and the Street Address subscreen Country City USA Town 3. Continued on next page 2006/Q2 © 2006 SAP AG. Organization b) 2. Select all views (except for the withholding tax view). 35 .data → Partner functions Other partner functions are Ordering Address and Invoicing Party. Familiarize yourself with the vendor data. and the responsible purchasing organization is also R300 too.

Continued on next page 36 © 2006 SAP AG. Extras→ Administrative data The vendor was created with the account group 0001 Vendor. 1. Do not change this selection. a) b) c) IMG: Logistics . ______________________________________________________ a) 2.General → Business Partner → Vendors → Control → Define Account Groups and Field Selection (Vendor) Select group 0001 Choose Details In the Data Retent. 2006/Q2 . check that you can create purchasing data for this account group at vendor sub-range level. All rights reserved. Levels: Purchasing subscreen. In Customizing. the Vendor sub-range relevant checkbox is selected. Find out with which account group the vendor R1TV03## was created. which means that data can be created at this level.Unit 2: Business Partner IRT310 Task 2: You want to create a new sub-range for selected articles of vendor R1TV03##.

1. In the Purchasing Data of the vendor. a) b) 2. Organization R1TV03## R300 R300 b) c) Select the Purchasing data checkbox and chooseEnter In the Purchasing data view: choose Extras → Vendor Sub-ranges Sub-range VSR description GR## Yogurt d) Select the green arrow to return to the purchasing data Task 3: For articles from the Yoghurt sub-range. choose Vendor → Change a) Retailing: Master Data → Vendor Data → Edit Vendors → Vendor → Change → Central Vendor Company Code Purch. Continued on next page 2006/Q2 © 2006 SAP AG. Choose Alternative data Answer the query with YES On what other levels can you create alternative data? _________________________________________________ a) Alternative data can also be maintained at site level.IRT310 Lesson: Vendor 3. the vendor named a certain seller. You now want to create this information in the system. All rights reserved. Create alternative data for the Yoghurt vendor sub-range. create a new vendor sub-range GR## with the description “Yoghurt”. who is the contact person for this article. Hint: To do this. 37 .

2006/Q2 . You want to specify the purchasing group R30 as a default when creating the article. All rights reserved.Unit 2: Business Partner IRT310 3. You select your sub-range GR## and maintain the following alternative purchasing data: The responsible seller for the article of the VSR is Mr Smith and his telephone number is 089/23046-7. Save the changes you have made to the vendor. select the Purchasing Data checkbox and choose Enter Vendor Telephone number Purchasing group Planned Delivery Time Mr Smith 089/23046-7 R30 3 4. a) Choose Vendor → Save 38 © 2006 SAP AG. The planned delivery time is 3 days. a) Sub-range b) GR## In the Alternative Data subscreen.

IRT310 Lesson: Vendor Lesson Summary You should now be able to: • Describe the structure of a vendor master record • Explain how you can maintain various types of purchasing data for the vendor 2006/Q2 © 2006 SAP AG. 39 . All rights reserved.

Unit Summary IRT310 Unit Summary You should now be able to: • Name the different customer categories • Describe the structure of a customer master record • Describe the structure of a vendor master record • Explain how you can maintain various types of purchasing data for the vendor 40 © 2006 SAP AG. 2006/Q2 . All rights reserved.

.................. All rights reserved..... specifies how sites can be subdivided............. 61 Exercise 5: Department Store and Shop Maintenance...................................................................Unit 3 Sites Unit Overview This unit describes the concept of the site profile and the corresponding reference sites.......... and describes how blocking reasons are set and how they work... 77 2006/Q2 © 2006 SAP AG. 49 Lesson: Site Maintenance ....................................... 55 Exercise 4: Creating a Site.......... 71 Exercise 6: Layout ... Unit Objectives After completing this unit....................... 42 Exercise 3: Sites........................................... 67 Lesson: Layout ....................................................... you will be able to: • • • • • • • • • Describe the structure of sites Name the various site categories Describe the concept of the site profile and the reference site that belongs to the profile Create a site List the ways you can subdivide sites Describe how you can set blocking reasons and how blocking reasons work Describe the structure of a layout concept Explain the space management function Use the layout workbench to maintain layouts Unit Contents Lesson: Sites .................................................................................. explains the department store/shop concept and the space management function......... 41 ..

2006/Q2 . All rights reserved. The store is undergoing renovation and will have to close temporarily.Unit 3: Sites IRT310 Lesson: Sites Lesson Overview Lesson Objectives After completing this lesson. you will be able to: • • • Describe the structure of sites Name the various site categories Describe the concept of the site profile and the reference site that belongs to the profile Business Example You plan on changing the product presentation of your stores. All your company's stores should look the same to customers and should carry the same merchandise categories and articles. The Structure of Sites Figure 22: Sites: Basic Categories 42 © 2006 SAP AG.

such as deliveries and billing. A distribution center (DC) is also a vendor as it supplies other sites with merchandise. a distinction is also made between two site categories: • • Distribution centers that provide goods for other sites or customers Stores that present merchandise and sell it to consumers A site is always a combination of the site master and the customer master. A site is also a customer as sales functions. a distinction is made between consumer distribution chains and distribution chains that are delivered by distribution centers. In retail. In SAP Retail. A distribution center delivers merchandise to stores of one or more distribution chains. 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Sites Figure 23: Sites: Site and Distribution Chain Categories The distribution chain category describes the logistical function of a distribution chain. • • • The site master is required as it is an inventory-management organizational unit with own requirements planning. A distribution center has to be assigned to a distribution chain. are carried out for it from a central viewpoint. 43 . All rights reserved. A store is always assigned to a specific distribution chain and may be supplied by distribution centers via several distribution chains.

One of the unloading points can be assigned to each receiving point. you can choose to hide functions.Unit 3: Sites IRT310 Figure 24: Sites: Structure As a site is also always a customer in the SAP System. A store can be subdivided into departments according to retail business aspects. You can also assign time and merchandise category-related supplying sites to a store. All rights reserved. 44 © 2006 SAP AG. is used to settle credit card sales (for example. A department can be defined for each store and merchandise category. 2006/Q2 . all the customer functions can be used. Distribution centers can have more than one storage location. Departments can be assigned to a receiving point. The merchant ID. The storage location provides a link to the Warehouse Management System. which you can assign to a store. The following can be partner functions of a site: • • • • Sold-to party Ship-to party Bill-to party Payer One storage location is assigned to each store for inventory management. American Express. In the site profile in Customizing. Visa Card) with the relevant clearing houses.

in the site master customer data (dotted line). which supplies a site. The distribution chain. 2006/Q2 © 2006 SAP AG. differentiate between: • • The organizational assignment in the site master basic data view (unbroken line). You can create different sales units and sales prices for an article in each distribution channel. All rights reserved.IRT310 Lesson: Sites Organizational Structures in Retail Figure 25: Organizational Structures in Retail (Example) When assigning sites to distribution chains. 45 . Franchise partners are always displayed as independent sites (for logistical purposes) and with a separate company code (for billing purposes).

2006/Q2 . 46 © 2006 SAP AG.Unit 3: Sites IRT310 Site Profiles Figure 26: Sites: Site Profiles (1/2) Figure 27: Sites: Site Profiles (2/2) The data that are required or possible in the site master record are defined in the site profile. All rights reserved.

2006/Q2 © 2006 SAP AG. This is carried out when the site category is assigned and the field status is maintained. When a new customer or vendor is created for the site. for the vendor master record.IRT310 Lesson: Sites Site profiles subdivide the site categories and control the site maintenance interface. if necessary. which you can copy and adjust according to your requirements. All rights reserved. The copy rule determines the Customizing tables that are to be copied from the reference site to the new site. You can also use the transaction-based field selection to control the field status and the screen structure of the general site master data. Various site profiles. There is no number range for sites. for customers and vendors there are number ranges that are determined via the respective account group. is displayed or hidden in a transaction: • • Hiding a field is the top priority. customers and vendors that belong to a site receive the same key as the corresponding site. have already been delivered. However. The account group controls the screen structure for the customer and vendor segment in the site master. required entry and optional entry fields. a check is carried out against these number ranges. As a rule. Templates can also be entered for the customer and. 47 . This is followed by display. The following list of priorities determines whether a field. or the contents of a field. To create a new site. Numbers are assigned externally. you can also enter a reference site in the site profile.

Unit 3: Sites IRT310 48 © 2006 SAP AG. All rights reserved. 2006/Q2 .

The employee creating the stores must maintain certain fields immediately. 49 . What does the copy rule determine (F1 Help)? ______________________________________________________ ______________________________________________________ 5. all stores should be created with the same templates. 1.IRT310 Lesson: Sites Exercise 3: Sites Exercise Objectives After completing this exercise. All rights reserved. You create your own site profile so that you can use your template to create a new site. For which three areas can you enter templates? ______________________________________________________ ______________________________________________________ 4. you will be able to: • Create a new site profile as a copy of an existing profile • Find and implement the functions for hiding fields in a site profile • Implement the transaction-dependent definition of required entry fields Business Example You want to create several stores for your distribution chain. There is a function which you can use to hide fields. Select the relevant site category. among other things. 2. Create a new site profile with the number P2## as a copy of profile P160. To minimize the amount of work involved. 3. How do you navigate to this function? ______________________________________________________ ______________________________________________________ 6. Task 1: You familiarize yourself with the site profile settings. The Block Reason and Blocking period fields should be hidden in the sites that you create with your new profile. Make this change and save. Continued on next page 2006/Q2 © 2006 SAP AG. You want to use your new site profiles to create stores.

1. All rights reserved. or hidden fields. use the copy rule used in the site profile. Find out whether the Sales area (floor space) field (in the Layout data area) must be maintained when you create a new site. Task 3: You can now define the tables that should be copied from the reference site when a new site is created. optional entry. display. Display). Find out which tables are assigned to this copy rule. Which copy rule does your site profile P2## use? ______________________________________________________ 2. 2006/Q2 . 1.Unit 3: Sites IRT310 Task 2: Also depending on the transaction you are using (Create. ______________________________________________________ 50 © 2006 SAP AG. To do this. Change. the fields in the site master can be defined as required entry.

Choose Enter to confirm it Continued on next page 2006/Q2 © 2006 SAP AG. Create a new site profile with the number P2## as a copy of profile P160. All rights reserved. among other things.. site Warning message “The site profile of the template is P160” appears. customer and vendor. a) Site category for stores: A For which three areas can you enter templates? ______________________________________________________ ______________________________________________________ a) The three possible areas are site. How do you navigate to this function? ______________________________________________________ ______________________________________________________ a) b) In the site profile maintenance: choose FieldStat.General → Plant Master → Control Data → Site Profiles Select site profile P160 Edit → Copy as .IRT310 Lesson: Sites Solution 3: Sites Task 1: You familiarize yourself with the site profile settings. 5.. Select the relevant site category. 1. What does the copy rule determine (F1 Help)? ______________________________________________________ ______________________________________________________ a) The copy rule determines which tables should be copied from the reference site to the new site. 3. 51 . 4. There is a function which you can use to hide fields.: You want to use your new site profiles to create stores. IMG: Logistics . a) b) c) 2. You create your own site profile so that you can use your template to create a new site.

Display). Find out whether the Sales area (floor space) field (in the Layout data area) must be maintained when you create a new site. The Block Reason and Blocking period fields should be hidden in the sites that you create with your new profile. Which copy rule does your site profile P2## use? ______________________________________________________ a) b) 2. a) b) c) Double-click the Blocks group Hide the Block Reason and Blocking period fields (set the radio button) Field status → Save Task 2: Also depending on the transaction you are using (Create. 2006/Q2 . IMG: Logistics → General → Plant Master → Control Data → Plant Profiles Double-click the P2## profile Your profile uses the copy rule 01. All rights reserved. Make this change and save. To do this. site Double-click the Layout data group The Sales area (floor space) field is an optional entry field. display. use the copy rule used in the site profile. so it does not have to be entered. the fields in the site master can be defined as required entry.Unit 3: Sites IRT310 6. 1. Continued on next page 52 © 2006 SAP AG. a) b) c) d) e) IMG: Logistics . or hidden fields. Find out which tables are assigned to this copy rule. 1. Change. optional entry. Task 3: You can now define the tables that should be copied from the reference site when a new site is created.General → Plant Master → Control Data → Transaction-Dependent Field Selection Select Create plant Choose Details Choose FieldStat.

All rights reserved.IRT310 Lesson: Sites ______________________________________________________ a) b) IMG: Logistics . 53 .General → Plant Master → Control Data → Define Copy Rule and Assign to Tables Select row 01 Maximum rule and double-click Table assignment 2006/Q2 © 2006 SAP AG.

All rights reserved. 2006/Q2 .Unit 3: Sites IRT310 Lesson Summary You should now be able to: • Describe the structure of sites • Name the various site categories • Describe the concept of the site profile and the reference site that belongs to the profile 54 © 2006 SAP AG.

which means that it will close temporarily. 2006/Q2 © 2006 SAP AG. Subdivision of Stores with Departments Figure 28: Sites: Site Subdivisions A store may have several unloading points. 55 . All rights reserved. All your company's stores should look the same to customers and should carry the same merchandise categories and articles. The carrier brings the goods to this unloading point. you will be able to: • • • Create a site List the ways you can subdivide sites Describe how you can set blocking reasons and how blocking reasons work Business Example You plan on changing the product presentation of your stores.IRT310 Lesson: Site Maintenance Lesson: Site Maintenance Lesson Overview Lesson Objectives After completing this lesson. The store is undergoing renovation.

several (different) merchandise categories can be assigned to one department. The store also has several receiving points. A receiving point can only be assigned to one unloading point. When assigning the departments to the stores. for each article you can determine for which department the delivery item is determined.Receiving Point . All rights reserved. Unloading points must already have been created in the customer view of the site. Department Stores and Shops The store categories Department Store and Shop were added to the site category Store for the department store/shop concept. to the individual merchandise categories. As a rule. However. Only one receiving point can be assigned to a department. departments are assigned to stores. 2006/Q2 . When there is a delivery to a store. Your receiving points are assigned to the defined unloading points.Unit 3: Sites IRT310 A store has several departments. several (different) receiving points can be assigned to an unloading point. However. One receiving point can be assigned to each department (example: department stores). However.Department You create departments (in Customizing) which you will assign to sites within your company at a later stage. A merchandise category cannot be assigned to more than one department. The unloading point of a store is maintained in the customer master data of the store. several (different) departments can be assigned to one receiving point. 56 © 2006 SAP AG. The department can be defined for each store and merchandise category. One of the unloading points is assigned to each receiving point. you can assign a receiving point to each department in the site maintenance. You can then assign the departments. which are assigned to the store. Figure 29: Sites: Unloading Point . The target groups are retail companies that want to perform detailed inventory management at department level.

In this context. the department store is the organizational unit that covers the individual shops. If you link a shop to a department store. In this case. All rights reserved. If you create the site master data for a shop.in addition to the store level (Store Category:_) .also available at shop level (Store Category: Shop). All the processes in the standard (Retail) system are . If you use the store categories Department Store and Shop. This means the department store is fully integrated into the site master data model. Department Store and Shop are store categories that have a certain relationship in the site master data concept. 2006/Q2 © 2006 SAP AG. 57 . This reduces the time and effort involved in manual data entry at shop level. you can map multiple placements of articles in a site from an inventory management point of view. the system can assign to the appropriate shop the data. for this shop you must select an assignment to the relevant department store. store category Shop). which you processed at department store level. and is created with the site category store and the store category department store. the system manages the stock in the individual shops. you must define them as shops (site category Store.IRT310 Lesson: Site Maintenance If you want to process the departments in a store as independently operating units. Figure 30: Department Store/Shop Concept The basic concept of the SAP site is unchanged for the store categories Department Store and Shop.

All rights reserved.Unit 3: Sites IRT310 Figure 31: Creating a Department Store or Shop The department store/shop model and the store model with departments are two different ways of managing articles. There are two user-friendly mass maintenance transactions that can be used to create shops. The department store/shop model manages the articles in more detail than the store model with departments. 58 © 2006 SAP AG. you start with the department store and create a number of shops. 2006/Q2 . you start with a category and create shops in several department stores for this category. In the other transaction. In one of the transactions. since the assortment is divided among the different shops and can only be used logistically within the shops.

IRT310 Lesson: Site Maintenance Blocking Sites Figure 32: Sites: Blocking Reasons Figure 33: Sites: Blocking Reasons Example 2006/Q2 © 2006 SAP AG. All rights reserved. 59 .

you can define blocking reasons (blocking profile) for an order block. or removes the blocks for the current date (Block to). the background processing (report RWWLOCKD) checks whether there is a blocking reason for a site. You are able to block a site by assigning one of these blocking reasons to a site and specifying a time interval. The report run on the May 31 removes these blocks again. 60 © 2006 SAP AG. and sets central blocks (delivery blocks. All rights reserved. In Customizing. delivery block or billing block. 2006/Q2 . a site will be blocked from May 01 . The report run on May 1 will set the blocking reasons contained in the blocking reason (profile) as general blocks in the customer segment of the site.31. if the sites should be blocked from the current date (Block from).Unit 3: Sites IRT310 Due to renovations. Blocks are always related to customer segments. On a daily basis. billing blocks and order blocks) in accordance with the blocking profile.

purchasing organization R300 and sales area RG10/R1/R1. 2006/Q2 © 2006 SAP AG. you will be able to: • Create a site with your site profile • Create a customer for your site Business Example You will soon be opening a new store and creating the relevant master record.IRT310 Lesson: Site Maintenance Exercise 4: Creating a Site Exercise Objectives After completing this exercise. Task: For the new store you use the site profile. Choose the relevant button to go to the customer. Long Street 100 in 94124 San Francisco. the system automatically goes back to the site master data. Your new store has a sales area of 1000 m². you can use the site profile P160. Your site belongs to company code R300. Use the site profile P2## or P160 to create the site RT##. which you have already maintained in the Sites lesson with the settings you wanted. distribution chain and division. 1. 61 . Alternatively. All rights reserved. Which number is defaulted for the customer of the site? ______________________________________________________ 5. 2. Assign this distribution center to your store as a supplying site and save. The sales area is a combination of sales organization. your new store is supplied by distribution center R7##. The address is GM Store Gr##. The country key is US and the language is English. Once the last customer view is displayed. As a rule. Determine the reference site from the site profile. From where is the existing data in the new store defaulted? ______________________________________________________ Copy all other data that the system has defaulted. 3. Do not enter a reference site. Confirm the individual customer views and take a closer look at them. Continued on next page 7. Which account group is used to create the customer and from where does the system determine the account group? ______________________________________________________ 6. 4.

the system takes you to the Customizing data that is to be copied. Choose No in response to this query. All rights reserved. 2006/Q2 . Confirm this by selecting the appropriate button. 62 © 2006 SAP AG. Once you have saved. 8.Unit 3: Sites IRT310 You receive a query regarding copying classification data of the store.

Determine the reference site from the site profile. The sales area is a combination of sales organization. Choose YES to confirm the query RT## P2##/P160 Your site belongs to company code R300. which you have already maintained in the Sites lesson with the settings you wanted.IRT310 Lesson: Site Maintenance Solution 4: Creating a Site Task: For the new store you use the site profile. 1. distribution chain and division. Do not enter a reference site. a) Retail: Master Data → Site Data → Site → Create Site Site profile b) 2. Alternatively. Use the site profile P2## or P160 to create the site RT##. All rights reserved. 63 . you can use the site profile P160. purchasing organization R300 and sales area RG10/R1/R1. Continued on next page 2006/Q2 © 2006 SAP AG.

000 m² 3. 2006/Q2 .Organization Sales organization Distribution channel Division Calendar R300 R300 RG10 R1 R1 Factory calendar US standard b) Address tab Address GM Store Gr## Long Street 100 94124 San Francisco Country Language US English c) Go to the Layout/blocks tab Sales Area 1. Long Street 100 in 94124 San Francisco. Choose the relevant button to go to the customer. All rights reserved. The country key is US and the language is English. 4. a) The available data is defaulted from the reference site. From where is the existing data in the new store defaulted? ______________________________________________________ Copy all other data that the system has defaulted. a) Go to the Organization/calendar tab Company code Purch. Which number is defaulted for the customer of the site? ______________________________________________________ a) Choose Customer The same key is defaulted for the customer as was defaulted for the store: RT## Continued on next page 64 © 2006 SAP AG.Unit 3: Sites IRT310 The address is GM Store Gr##. Your new store has a sales area of 1000 m².

As a rule. You receive a query regarding copying classification data of the store. Confirm the individual customer views and take a closer look at them. 8. 65 . Confirm this by selecting the appropriate button. the system automatically goes back to the site master data. Which account group is used to create the customer and from where does the system determine the account group? ______________________________________________________ a) P160 is defaulted from the site profile as the account group for creating the customer. a) Confirm each view by choosing Enter. 6.IRT310 Lesson: Site Maintenance 5. a) In the site master. 2006/Q2 © 2006 SAP AG. Supplying site b) Site → Save R7## 7. your new store is supplied by distribution center R7##. Choose No in response to this query. Once the last customer view is displayed. All rights reserved. choose Supplying Sites. Once you have saved. the system takes you to the Customizing data that is to be copied. Assign this distribution center to your store as a supplying site and save. a) Choose Confirm in the Customizing tables view.

All rights reserved. 2006/Q2 .Unit 3: Sites IRT310 66 © 2006 SAP AG.

4 employees are working in the shop this year. 1. All rights reserved. 3. Save the shop you have just created. Maintain this information in the detail data for the shop. You can navigate to the assigned shops by choosing Display Assortments. The shop is on the first floor of the department store and has a sales area of 350m². 2. Organizational data is already assigned to the shop. a site master is created for the shop. 67 . you will be able to: • Create a new shop for the department store Business Example In addition to your stores. Which shops are already assigned to the department store? You now create a new shop RK## Fashion Shop Kids for your department store RD##. The articles from Category R3053 are assigned to the shop. In the background. 5. Where does this data come from? Go back to the shop creation (Choose F3).IRT310 Lesson: Site Maintenance Exercise 5: Department Store and Shop Maintenance Exercise Objectives After completing this exercise. Display your department store RD##. It will be opened this day next week. A new department for children's fashion is opened in a department store of this kind. 4. 2006/Q2 © 2006 SAP AG. 6. you also have large department stores in which you manage stock at department level. Task: You create a new shop for an existing department store RD##. You can display this site master by choosing Environment → Display Plant Master.

Display Assortments The shops RM## and RW## are already assigned. RK## Fashion Shop Kids RD## RD## The articles from Category R3053 are assigned to the shop. You can navigate to the assigned shops by choosing Display Assortments. 2006/Q2 . a) Retailing → Master Data → Site Data → Department Store/Shop → Create Shops via Department Store Dept St. general b) 2. Enter b) Shop Shop Name 3. Which shops are already assigned to the department store? a) Retailing → Master Data → Site Data → Department Store/Shop → Display Department Store/Shop Site Site. 1. You now create a new shop RK## Fashion Shop Kids for your department store RD##. All rights reserved. It will be opened this day next week. a) Category Opening date b) Select Set Up Shop Data Continued on next page R3053 One week from today 68 © 2006 SAP AG. Display your department store RD##.Unit 3: Sites IRT310 Solution 5: Department Store and Shop Maintenance Task: You create a new shop for an existing department store RD##.

6. 5. Go back to the shop creation (Choose F3). Organizational data is already assigned to the shop. In the background. All rights reserved. You can display this site master by choosing Environment → Display Plant Master. Save the shop you have just created. Maint Floor Sales area Employee In 1 350 m² 4 Current year Choose [F3] to go back to the shop overview. The shop is on the first floor of the department store and has a sales area of 350m². 69 . a) Shops →Save (Online) 2006/Q2 © 2006 SAP AG. 4 employees are working in the shop this year. a) Choose [F3] to go back to the shop creation Choose Det. Maintain this information in the detail data for the shop.IRT310 Lesson: Site Maintenance 4. a site master is created for the shop. Where does this data come from? a) Environment → Plant Master Enter The shop data was copied from the relevant department store.

Unit 3: Sites IRT310 Lesson Summary You should now be able to: • Create a site • List the ways you can subdivide sites • Describe how you can set blocking reasons and how blocking reasons work 70 © 2006 SAP AG. 2006/Q2 . All rights reserved.

according to which the articles should be presented in the store. 2006/Q2 © 2006 SAP AG. you will be able to: • • • Describe the structure of a layout concept Explain the space management function Use the layout workbench to maintain layouts Business Example You want to increase the recognition value of your stores among customers. 71 . a shelf).IRT310 Lesson: Layout Lesson: Layout Lesson Overview The layout concept allows you to optimally structure the sales area of your stores in connection with your assortment. The layout area represents the spatial assignment of a layout module in the layout. All rights reserved. and so you define certain sort criteria. it forms the basis for using space management systems. At the same time. Lesson Objectives After completing this lesson. Figure 34: Sites: Layout Concept Every layout consists of layout modules that represent a fixed area in a store (for example. The Layout Concept You can assign layouts to the assortments of a store.

map seasonal changes in a shelf. you can use the layout module versions with various validity periods. the validity periods for individual versions are unique and cannot overlap. In the system this is mapped with an assignment number. 2006/Q2 . one or more fixtures are always assigned to a layout module version. regardless of the fixture measurements. The existing 72 © 2006 SAP AG. The measurements of a fixture are irrelevant. so that you can arrange your assortments according to their position. Due to the time-based scheduling of the layout modules in versions. the assignment number is irrelevant. All rights reserved. You can only place a limited number of fixtures on the sales floor provided. In this case. for example. Figure 35: Layout Module Versions The fixture can enhance the layout concept. It displays your goods on the sales area provided. the system first proposes the default capacity of the fixture that is defined in the basic data. The layout modules can be assigned to one or more layouts. Therefore. and you can assign it to a layout module version several times. Fixtures are assigned to layout module versions. A layout module version is made up of one or more fixtures. To allow different capacities to be maintained differently for one and the same fixture for each layout module.Unit 3: Sites IRT310 An article can be assigned from the article maintenance to one or several layout modules. the capacity is specified when a fixture is assigned to the layout module version. you can. In a layout module. For the time planning. The layout can determine how the assortment list is sorted. If you assign each fixture to a layout module version only once. You can fill a fixture differently depending on the layout module version.

you must set this in the Customizing. Since stores generally carry thousands of articles. module variants are assigned to sites that differ from the standard assortment least. in order to give the users different ways of managing the shelf. Layout module variants cannot be used alone. but not in the fixture master. It also takes a lot of time and effort to make changes to individual store layout modules. Fixtures are designed to be as flexible as possible. they are to be used in connection with a layout module version. Normally. 73 . the assortments of which are similar (but not identical). it can take a lot of time and effort to assign layout modules and assortments to the stores and to create the corresponding listing conditions in the host system. Therefore.IRT310 Lesson: Layout information of the shelf section is replaced by the fixture ID when articles are assigned to layout module versions. The assignment of fixtures to the layout module version is only available in the layout module version maintenance. Figure 36: Layout Module Variants A layout module variant can be understood as a sort of "exception module". you can use layout module variants to greatly simplify these processes. but this can be avoided in a lot of cases. All rights reserved. You cannot reverse this selection. they serve as "modifiers" for the layout modules in question. Hint: If you want to use fixtures in your operational processes. 2006/Q2 © 2006 SAP AG. You create a module variant of this kind to include certain articles in a layout module version or to remove certain articles from a layout module version. In particular in the case of stores.

and the position of an article should be optimized according these key figures. 2006/Q2 . Figure 37: Sites: Procedure for Integrated Layout Maintenance Figure 38: Space Management . 74 © 2006 SAP AG. In this case. This usually concerns sales data and revenue data.Integration Space management optimizes the placement of an article on a shelf from a business viewpoint. or the gross margin.Unit 3: Sites IRT310 There is no limit to the number of changes a module variant can contain. The number of articles that have just been added does not have to correspond to the number of articles that have been removed. key figures are defined. All rights reserved.

2006/Q2 © 2006 SAP AG. or automatically . and that space management is included in all relevant business processes. for example. a new article is included in the assortment and is assigned to a shelf). When activities.which means that you are guaranteed that it is immediately taken into account in the space management program and data inconsistencies are avoided. the optimized shelf quantities can be taken into account in the requirements planning or replenishment. All rights reserved. the interface is triggered . The optimized data can then be used again in SAP Retail.IRT310 Lesson: Layout If there is not a suitable interface for space management: • • • • Data is maintained twice Space management is not integrated into relevant business processes New articles are not included in the planning process Optimization results are not used This interface guarantees regular data interchange and ensures that the space management program is provided with the most up-to-date data.partly by a workflow. are carried out in SAP Retail (for example. 75 . for which space management is relevant.

Unit 3: Sites IRT310 76 © 2006 SAP AG. All rights reserved. 2006/Q2 .

create the new layout module ##01 with the description Confectionary GR## and the layout module ##02 should have description Beverages GR## : You now want to fill your layout module with articles. For the effect of recognition. Save your layout and confirm the information message. All rights reserved. Call the Layout Workbench and display your layout module Confectionery GR## . Task: Since some additional articles are carried in your store. Now copy a separate layout L## as a copy of layout FOOD with the description Layout Group##. and you enhance this layout according to your requirements. In the layout module maintenance. In version 0000.IRT310 Lesson: Layout Exercise 6: Layout Exercise Objectives After completing this exercise. 77 . Add the modules ##01 and ##02 to your new layout L##. 2. Which versions already exist for your module and for how long are these versions valid? ___________________________________________ 3. you create a new layout on the basis of existing data. 1. To do this. 4. Select all articles with the unit of measure EA for the assignment. 5. you will be able to: • Create layouts and assign stores Business Example You created a new store. you include some articles from merchandise category RS11310 Cookies/Crackers. use the right side of the screen and choose Layout Modules. Continued on next page 2006/Q2 © 2006 SAP AG. the articles in this store should be presented in the same sequence they are presented in existing stores.

In the layout maintenance. Assign layout L## to store R1##. What do you do if you want to replace an existing assigned layout module with another? 9. All rights reserved. 2006/Q2 . Which status do you select for the version? _____________________________________________________ What is the version number created for this layout module? _____________________________________________________ 78 © 2006 SAP AG. you realize that a layout module is missing. Can an area appear more than once in a layout? 8. Copy version 0000 with all the articles that belong to it. Can a layout module appear more than once in a layout? 7. The layout module ##01 receives a second version that is valid from the 21st to the 28th of the following month. 11. Where can you create this layout module now from the layout maintenance? 10.Unit 3: Sites IRT310 6.

Which versions already exist for your module and for how long are these versions valid? ___________________________________________ a) b) c) d) Retailing: Master Data → Assortment/Listing → Layout → Layout Workbench Program → Execute Go to the Start: Layout Modules tab Layout module ##01 Version 0000 was automatically created with the validity period from today to December 31. 79 . 9999. you create a new layout on the basis of existing data. and you enhance this layout according to your requirements. create the new layout module ##01 with the description Confectionary GR## and the layout module ##02 should have description Beverages GR## : a) b) c) Retailing: Master Data → Assortment/Listing → Layout → Layout Module Maintenance Table View → Change → Display Choose New Entries: Layout Module Description Layout Module Description d) 2. In the layout module maintenance. 1. Call the Layout Workbench and display your layout module Confectionery GR## .IRT310 Lesson: Layout Solution 6: Layout Task: Since some additional articles are carried in your store. Continued on next page 2006/Q2 © 2006 SAP AG. Table View → Save ##01 Confectionery GR## ##02 Confectionery GR## You now want to fill your layout module with articles. All rights reserved.

In the lower half of the screen on the right-hand side. 4. a) b) Select L## and choose Update. Save your layout and confirm the information message. Can an area appear more than once in a layout? Answer: No. Continued on next page 80 © 2006 SAP AG. Add the modules ##01 and ##02 to your new layout L##. Select Assign Materials Enter merchandise category RS11310 on the By Material tab and choose F8 Select the Unit of Measure column and choose Sort in Ascending Order Select all articles with the unit of measure EA Choose Assign Enter Save and exit the Layout Workbench. unique numbers are assigned automatically in sequence.Unit 3: Sites IRT310 3. 5. a) b) c) d) e) f) g) h) Expand layout module ##01 and click version 0000. Select all articles with the unit of measure EA for the assignment. 7. All rights reserved. but always with different layout areas. In version 0000. 2006/Q2 . To do this. use the right side of the screen and choose Layout Modules. Now copy a separate layout L## as a copy of layout FOOD with the description Layout Group##. you include some articles from merchandise category RS11310 Cookies/Crackers. and choose Assign. Can a layout module appear more than once in a layout? Answer: Yes. select layout modules ##01 and ##02. 6. a) b) c) d) e) Retailing: Master Data → Assortment/Listing → Layout → Layout Maintenance Table View → Display → Change Select FOOD and Edit → Copy with Assignments to layout: L## Table View → Save Confirm the information message by choosing Enter.

you realize that a layout module is missing. Where can you create this layout module now from the layout maintenance? a) b) c) d) e) f) g) Choose Layout Module Maintenance Go to the Start: Layout Modules tab Layout Module ##01 Program → Execute Select L## Layout Areas button Choose New Entries Use consecutive numbers for the areas (for example. Do you want to replace it? Confirm by choosing Yes. Table View → Save Table View → Exit 11. Assign layout L## to store R1##. Area 1 = Module ##01) 10. Copy version 0000 with all the articles that belong to it. Select store R1## and choose Assign. If the following query is displayed: The layout XYZ is assigned to site F1##. All rights reserved.IRT310 Lesson: Layout 8. The layout module ##01 receives a second version that is valid from the 21st to the 28th of the following month. Caution: the result is visible only after you save. 9. 81 . Which status do you select for the version? _____________________________________________________ What is the version number created for this layout module? Continued on next page 2006/Q2 © 2006 SAP AG. a) b) c) d) e) f) In the layout maintenance. choose the Stores tab Select L## and choose Update. What do you do if you want to replace an existing assigned layout module with another? Answer: You can choose Replace to replace a layout module with another in one or more layouts. In the layout maintenance.

2006/Q2 .Unit 3: Sites IRT310 _____________________________________________________ a) b) c) d) e) f) g) h) i) j) Retailing: Master Data → Assortment/Listing → Layout → Maintenance of Layout Module Version Layout module ##01 Program → Execute Table → Display → Change Select the layout module and choose Edit → Copy with Article Assignments. Answer the query Do you want to copy the layout module version? by choosing Yes. Table → Save Table → Exit 82 © 2006 SAP AG. All rights reserved. End date of the last version: 20th of the following month In version 0001. enter the 28th of the following month in the Valid To column.

IRT310 Lesson: Layout Lesson Summary You should now be able to: • Describe the structure of a layout concept • Explain the space management function • Use the layout workbench to maintain layouts 2006/Q2 © 2006 SAP AG. 83 . All rights reserved.

All rights reserved. 2006/Q2 .Unit Summary IRT310 Unit Summary You should now be able to: • Describe the structure of sites • Name the various site categories • Describe the concept of the site profile and the reference site that belongs to the profile • Create a site • List the ways you can subdivide sites • Describe how you can set blocking reasons and how blocking reasons work • Describe the structure of a layout concept • Explain the space management function • Use the layout workbench to maintain layouts 84 © 2006 SAP AG.

.................. 99 Lesson: Correlation between Sites and Merchandise Categories.........Unit 4 Article Groupings Unit Overview This unit explains the different ways in which articles can be grouped.....109 Exercise 8: Correlation between Sites and Merchandise Categories 113 Lesson: Article Hierarchy ............................................ 118 2006/Q2 © 2006 SAP AG......................... 92 Exercise 7: Merchandise Categories ...... Unit Objectives After completing this unit.................................................... All rights reserved.. It also names the controls that are linked with the merchandise category in the site.................... It describes how to create merchandise category hierarchies and article hierarchies............. you will be able to: • • • • • • • • • • Explain the basic terms of the classification Describe the class types used in SAP Retail Describe the structure and purpose of the merchandise category hierarchy Create merchandise categories with the associated merchandise category value-only and merchandise category reference articles Name the controls that are are linked with the merchandise category in the site Explain the inventory management on a value-only basis and make the necessary settings for it Describe the objective of the article hierarchy Explain the difference to the merchandise category hierarchy Describe the structure and the attributes of the article hierarchy Create an article hierarchy and assign articles to this hierarchy on a time-dependent basis Unit Contents Lesson: Classification ...... 85 . 87 Lesson: Merchandise Categories... and presents the elements of the classification as the basis of the merchandise category hierarchy........

. All rights reserved...........127 86 © 2006 SAP AG....................Unit 4: Article Groupings IRT310 Exercise 9: Article Hierarchy .. 2006/Q2 ...............

Lesson Objectives After completing this lesson. 87 . this topic is now treated as a prerequisite. Since the merchandise category hierarchy in the SAP system is stored in the class system. Example of a Merchandise Category Hierarchy Figure 39: Merchandise Category Hierarchy (Example) 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Classification Lesson: Classification Lesson Overview This lesson explains how classification elements form the basis of the merchandise category hierarchy. All rights reserved. you need a new merchandise category hierarchy that you want to include in your existing hierarchy. you will be able to: • • Explain the basic terms of the classification Describe the class types used in SAP Retail Business Example You include various new merchandise categories in your assortment. Therefore.

2006/Q2 . Each merchandise category can be assigned to one merchandise category hierarchy level. All rights reserved.Unit 4: Article Groupings IRT310 A merchandise category hierarchy always consists of a top node and hierarchy levels arranged under this node. Classification Figure 40: Classification: Terms 88 © 2006 SAP AG. Within a merchandise category hierarchy. Articles are always assigned to the merchandise categories. and never to the hierarchy levels. There is no limit on the number of hierarchy levels that can be created. the merchandise category of an article is always the lowest merchandise category hierarchy level.

Characteristic inheritance is the transfer of a characteristic and its values to all the lower classes in the class hierarchy. You can use this indicator to show from which class a characteristic has been inherited. 2006/Q2 © 2006 SAP AG. When you set up a class hierarchy. Any number of hierarchy levels can be created in the classification. The class type is a class that has been subdivided according to various objects and organizational areas. sites. among other things. In the classes that belong to a class type. for example. 89 . Inherited characteristics are flagged with a special indicator. batches and documents. objects can be articles. there are only objects of one type. All rights reserved.IRT310 Lesson: Classification Figure 41: Classification: Terms A class (classification system) is a group of similar objects described by their common characteristics. the characteristics of the higher-level classes are also inherited by the lower classes. Among other things. The class type controls. whether multiple assignments of a site or site groups respectively to other groups are allowed or not.

for example. into one group. 2006/Q2 . In this case.Unit 4: Article Groupings IRT310 Assignment to Applications Figure 42: Classification: Applications A class type is specified for each application. This setting specifies which class types are actually used. All rights reserved. 90 © 2006 SAP AG. by an application running on site groups. and in the classification system there is a certain article or site grouping behind each class type. for which supply is to be guaranteed. Example: The allocation table can use site groups. The site groups of the relevant class types in the classification system must be maintained as a prerequisite for this. these site groups group sites. The allocation table then uses such class types that are assigned to the application “03 Promotion and Allocation Table”.

91 . All rights reserved.IRT310 Lesson: Classification Lesson Summary You should now be able to: • Explain the basic terms of the classification • Describe the class types used in SAP Retail 2006/Q2 © 2006 SAP AG.

you will be able to: • • Describe the structure and purpose of the merchandise category hierarchy Create merchandise categories with the associated merchandise category value-only and merchandise category reference articles Business Example You include various new merchandise categories in your assortment. characteristics profiles to merchandise categories Merchandise category hierarchy levels: You can only assign merchandise categories or other merchandise category hierarchy levels to merchandise category hierarchy levels 92 © 2006 SAP AG. Therefore. There are two types of hierarchy levels: • • Merchandise categories: You can only assign articles and. Merchandise Category Hierarchy Figure 43: Merchandise Category Hierarchies: Definitions Merchandise category hierarchies are formed when individual hierarchy levels are assigned or connected. 2006/Q2 . if necessary. you need a new merchandise category hierarchy that you want to include in your existing hierarchy. All rights reserved.Unit 4: Article Groupings IRT310 Lesson: Merchandise Categories Lesson Overview Lesson Objectives After completing this lesson. There is no limit on the number of hierarchy levels you can define.

The characteristics profile is only important as a bearer of certain characteristic values during the creation of articles or variants. 93 . You can then use it as a template when you create articles. Figure 44: Merchandise Category Hierarchies: Characteristics Characteristics can be assigned to hierarchy levels as well as merchandise categories. Every article must be assigned to exactly one merchandise category. They are used for the specialization/segmentation of the merchandise category and its characteristics. a characteristics profile can be assigned to more than one merchandise category. Several characteristics are included in a characteristics profile.IRT310 Lesson: Merchandise Categories You can assign a merchandise category reference article to every merchandise category. it has no operational effect in the Retail system as a whole. and therefore cannot be an article that is used operatively. A reference article can be assigned to more than one merchandise category. You can assign more than one characteristics profile to a merchandise category. The merchandise category value-only article can be used for merchandise category transactions at the POS. 2006/Q2 © 2006 SAP AG. and can also be assigned to a characteristics profile. which makes inventory management on a value-only basis possible at merchandise category level. A merchandise category hierarchy value-only article can also be defined for each hierarchy level. Otherwise. You can also create and assign a merchandise category value-only article for each merchandise category. The merchandise category reference article is not transferred to POS systems. The lower hierarchy levels inherit the characteristics that are assigned to the higher hierarchy levels. In turn. All rights reserved. Characteristics profiles are created below the merchandise category. It is not important in the Logistics or Retail Information System and it does not carry any other information.

you define parameters that are important for different SAP Retail subfunctions on a client basis. you can set whether or not the system should issue a warning message when you are creating an article. Next. You assign a merchandise category hierarchy level to the merchandise category. 2006/Q2 . you assign characteristics profiles to the merchandise category. The maintenance of all the other views is optional.Unit 4: Article Groupings IRT310 Customizing Settings In the general control for Retail master data. you need to assign the merchandise category hierarchy levels one under another in the correct sequence (top-down assignment). How to Create a Merchandise Category Hierarchy Figure 45: Merchandise Categories: Creating a Hierarchy You create new merchandise category hierarchies by adjusting the basic data. if no reference article is assigned to the merchandise category for which the article is being created. This happens for merchandise category value-only articles and merchandise category reference articles in the article maintenance. If necessary. 94 © 2006 SAP AG. You can also specify a default valuation class that influences the general ledger account determination for an article. All rights reserved. You can create merchandise categories by adjusting the basic data of the merchandise category and the merchandise category value-only article. In the merchandise category control.

• • 2006/Q2 © 2006 SAP AG. 95 . note that the characteristics are assigned to the merchandise categories via the merchandise category maintenance. hierarchy levels or other objects. The assigned characteristics will be inherited. You want to restructure objects against the background of the Efficient Consumer Response (ECR) or the introduction of Category Management. which have turned out to be special articles in a merchandise category. All rights reserved. If you want to assign a characteristic to a merchandise category or a merchandise category hierarchy level. and therefore is not manageable and needs to be divided up. it was assigned to the wrong merchandise category due to an input error. must be assigned to a special merchandise category. Reclassification Figure 46: Merchandise Categories: Reclassification Changing the assignment of an article or a merchandise category within the merchandise category hierarchy is known as 'reclassification'. You may need to change assignments for the following reasons: • • When an article was created. expensive cheeses in the Dairy Products merchandise category should be reassigned to the Delicatessen merchandise category. Articles or merchandise categories in the old level are reassigned to a new one. Articles. You change the basic data of the characteristic. A merchandise category or merchandise category hierarchy level is too large. For example.IRT310 Lesson: Merchandise Categories You can create characteristics for merchandise categories. You can choose the validity period of the characteristic.

Figure 47: Merchandise Categories: Reclassification . you can use Article and Merchandise Category Reclassification. If you just want to change the assignment of individual articles. All rights reserved. 2006/Q2 . 96 © 2006 SAP AG. you should use the Article Reclassification function. Article reclassification is allowed for the Single Article. rather than the assignment of whole article areas or existing merchandise categories. Generic Article with Variants and Structured Article article categories. articles and variants).Example Possible reclassification processes: • Reassigning Articles An article is assigned to another existing merchandise category. All the elements and subtrees below the merchandise category are moved with them.Unit 4: Article Groupings IRT310 The SAP system gives you two reclassification options: • • If you want to make extensive changes. • Reassigning Hierarchy Levels Entire merchandise category hierarchy levels are moved on the same level in the hierarchy tree and all the subordinate objects are moved with them (this includes merchandise category hierarchy nodes. • Reassigning Merchandise Categories Entire merchandise categories are moved across the same level in the hierarchy tree. It is also possible to split a merchandise category by creating a new merchandise category and moving a number of articles from one merchandise category into this new one. merchandise categories. characteristics profiles. generic articles. which is simpler to use.

All rights reserved. whether characteristics and characteristic values have the same source and destination. The generic article is moved with all its variants. In this case. 97 . if required Adjusts the assortment module assignment Adjusts an inventory-management value-only article of a merchandise category hierarchy level You can create a reclassification version of selected objects for a certain date. and so on. Figure 48: Merchandise Category Reclassification: Restrictions The system: • • • • • Makes assignments in the merchandise category hierarchy itself Assigns an article to the merchandise category Assigns open purchase order items to merchandise categories. The system runs many checks during reclassification.IRT310 Lesson: Merchandise Categories You can reclassify the Single article.the reclassification is merely simulated. the changes are not actually written to the database . Generic article and Structured article article categories. 2006/Q2 © 2006 SAP AG. whether stocks are available. for example.

2006/Q2 .Unit 4: Article Groupings IRT310 98 © 2006 SAP AG. All rights reserved.

1. 3. 99 . All rights reserved. Task 1: Look at the merchandise category hierarchy of SMART Retailer Inc. you will be able to: • Create merchandise category hierarchy levels and use the assignment function to create your own hierarchy Business Example You want to extend your assortment. In a workshop.IRT310 Lesson: Merchandise Categories Exercise 7: Merchandise Categories Exercise Objectives After completing this exercise. you and some colleagues have decided on the merchandise category structure you require. How many levels are directly below the first level? _______________________________________________________ 2. Display the hierarchy under the merchandise category object RS21000 (General Merchandise Structure). How can you recognize the merchandise category in this display? _______________________________________________________ Must all merchandise categories be assigned to the same hierarchy level? _______________________________________________________ Continued on next page 2006/Q2 © 2006 SAP AG.

## and then save. Create a value-only article with the key W_MC2## for this merchandise category. Create merchandise category MC2## with the description Living Gr. Continued on next page 2. 3. 100 © 2006 SAP AG. The description of the value-only article is Value-only article Living Gr##. Create merchandise category MC1## with the description Kitchen Gr.##. You create it and add it to the existing merchandise category hierarchy under the node (hierarchy level) RS21000: Figure 49: New merchandise category hierarchy 1. Do not change any other data. 2006/Q2 . 2. Create merchandise category MC3## with the description Garden furniture Gr. Assign the MC (merchandise category) reference article MC14201 to the merchandise category and then save the merchandise category.##. 1. Then create the remaining merchandise category hierarchy levels Hierarchy Level MCH1## MCH2## Description House Gr## Garden Gr## Task 3: Now create the individual merchandise categories. Save the value-only article.Unit 4: Article Groupings IRT310 Task 2: You want to use the following new structure for your sales goods.##. Create a merchandise category hierarchy level MCH10## with the description Furniture Gr. All rights reserved. Assign the MC reference article MC14201 to the merchandise category and then save your merchandise category.

Then assign the levels MCH1## and MCH2## to the hierarchy level MCH10##. assign the hierarchy level MCH10## to the hierarchy level RS21000. 2. Then assign the merchandise categories to the corresponding merchandise category hierarchy levels as illustrated in the figure. and assign these under level RS21000 in the existing merchandise category hierarchy of the sample company. 2006/Q2 © 2006 SAP AG. 1. To do this.IRT310 Lesson: Merchandise Categories Task 4: Now create the mapped structure from the merchandise category hierarchy levels and merchandise categories. 101 . All rights reserved.

RS21000 Must all merchandise categories be assigned to the same hierarchy level? _______________________________________________________ a) No. How many levels are directly below the first level? _______________________________________________________ a) Retailing: Master Data → Merchandise Category Data → Environment → Merchandise Category Usage Merchandise category object: All merchandise category objects b) 2. there are now only assigned articles and sites. the merchandise categories can be assigned to any hierarchy level. Program → Execute There are 9 levels directly below the first level. only merchandise categories or hierarchy levels can be located under a hierarchy level. 2006/Q2 . 1. How can you recognize the merchandise category in this display? _______________________________________________________ a) 3. There are no longer any hierarchy levels under the merchandise category.Unit 4: Article Groupings IRT310 Solution 7: Merchandise Categories Task 1: Look at the merchandise category hierarchy of SMART Retailer Inc. Display the hierarchy under the merchandise category object RS21000 (General Merchandise Structure). All rights reserved. However. Continued on next page 102 © 2006 SAP AG.

Then create the remaining merchandise category hierarchy levels Hierarchy Level MCH1## MCH2## a) Description House Gr## Garden Gr## Proceed in the same way as described in the solution under point 1) MCH1## MCH2## House Gr## Garden Gr## Continued on next page 2006/Q2 © 2006 SAP AG. Create a merchandise category hierarchy level MCH10## with the description Furniture Gr.##. a) Retailing: Master Data → Material Group Data → Material Group Hierarchy Level → Create Hierarchy Level b) Enter Description c) Save. Furniture Gr## MCH10## 2.IRT310 Lesson: Merchandise Categories Task 2: You want to use the following new structure for your sales goods. 103 . All rights reserved. You create it and add it to the existing merchandise category hierarchy under the node (hierarchy level) RS21000: Figure 50: New merchandise category hierarchy 1.

Material Group → Save Create merchandise category MC2## with the description Living Gr. Continued on next page 104 © 2006 SAP AG. material Kitchen Gr## MC14201 c) 2. Assign the MC reference article MC14201 to the merchandise category and then save your merchandise category. Create merchandise category MC1## with the description Kitchen Gr. a) Retailing: Master Data → Material Group Data → Material Group → Create Merchandise category b) MC1## Choose Merchandise category basic data Mdse Catgry Desc. MG ref.##.##.Unit 4: Article Groupings IRT310 Task 3: Now create the individual merchandise categories. Assign the MC (merchandise category) reference article MC14201 to the merchandise category and then save the merchandise category. All rights reserved. 1. 2006/Q2 .

W_MC2## → Enter Value-only article Living Gr## e) 3. Garden furniture Gr## c) Material Group → Save Continued on next page 2006/Q2 © 2006 SAP AG. Do not change any other data. Material → Save Create merchandise category MC3## with the description Garden furniture Gr. All rights reserved. material Living Gr## MC14101 c) d) Material Group → Save Create a value-only article: choose MG material Article Mdse Catgry Desc. 105 . a) Retailing: Master Data → Material Group Data → Material Group → Create Merchandise category b) MC3## Choose Merchandise category basic data Mdse Catgry Desc. a) Retailing: Master Data → Material Group Data → Material Group → Create Merchandise category b) MC2## Choose Merchandise category basic data Mdse Catgry Desc. The description of the value-only article is Value-only article Living Gr##.## and then save. MG ref.IRT310 Lesson: Merchandise Categories Create a value-only article with the key W_MC2## for this merchandise category. Save the value-only article.

2006/Q2 . To do this.Unit 4: Article Groupings IRT310 Task 4: Now create the mapped structure from the merchandise category hierarchy levels and merchandise categories. a) Retailing: Master Data → Material Group Data → Hierarchy Assignment → Material Group Hierarchy Assignments → Create Hierarchy level Hierarchy Level b) c) Assignment → Save Retailing: Master Data → Material Group Data → Hierarchy Assignment → Material Group Hierarchy Assignments → Create Hierarchy level Hierarchy Level d) Assignment → Save MCH10## → [Enter] MCH1##. 1. MCH2## RS21000 → [Enter] MCH10## Continued on next page 106 © 2006 SAP AG. assign the hierarchy level MCH10## to the hierarchy level RS21000. Then assign the levels MCH1## and MCH2## to the hierarchy level MCH10##. All rights reserved. and assign these under level RS21000 in the existing merchandise category hierarchy of the sample company.

Then assign the merchandise categories to the corresponding merchandise category hierarchy levels as illustrated in the figure.IRT310 Lesson: Merchandise Categories 2. a) b) Merchandise category Hierarchy level MC1## MCH1## Retailing: Master data → Material Group Data → Material Group → Change Choose Create (beside MG hierarchy level) c) Merchandise category Hierarchy level MC2## MCH1## Choose Create (beside MG hierarchy level) d) Merchandise category Hierarchy level MC3## MCH2## Choose Create (beside MG hierarchy level) 2006/Q2 © 2006 SAP AG. 107 . All rights reserved.

Unit 4: Article Groupings IRT310 Lesson Summary You should now be able to: • Describe the structure and purpose of the merchandise category hierarchy • Create merchandise categories with the associated merchandise category value-only and merchandise category reference articles 108 © 2006 SAP AG. 2006/Q2 . All rights reserved.

IRT310 Lesson: Correlation between Sites and Merchandise Categories Lesson: Correlation between Sites and Merchandise Categories Lesson Overview Lesson Objectives After completing this lesson. Carry out test sales in various stores and assign the new merchandise categories to the corresponding stores. All rights reserved. 109 . Correlation between Sites and Merchandise Categories Figure 51: Correlation between Sites and Merchandise Categories 2006/Q2 © 2006 SAP AG. you will be able to: • • Name the controls that are are linked with the merchandise category in the site Explain the inventory management on a value-only basis and make the necessary settings for it Business Example You defined new merchandise categories.

Assortment length: Relation for the definition of standard allocation rules in the retailing system. an article is managed on an article basis. All rights reserved. Class type: pricing. Exceptions in inventory management: in case. Controls the parameters for store procurement. Groups of competitors can be assigned here. Requirement groups: replenishment.Unit 4: Article Groupings IRT310 The assignments and their effects: • • • • • • • • • • • • Department: The department in which the contact person is working. relates to the groups of competitors. Pricing strategy: This establishes a recommended price from the competitors' prices. Requirement groups for each merchandise category. 2006/Q2 . 110 © 2006 SAP AG. in spite of inventory management on a value-only basis. Supplying sites: alternative to the general supplying site. Inventory management on a value-only basis: This establishes whether stock is managed on an article or merchandise category basis. Price list type: The logical summary of business objects for the price determination. Revaluation profile: This describes the sales price revaluation process. Store procurement profile: replenishment. Groups of competitors: pricing.

To fine-tune inventory management on a value-only basis in a merchandise category. you use the "IM Profile" in the Valuation/Inventory Management view of the site master to determine the type of inventory management to be used for the store in question. the system uses value only article determination. 2006/Q2 © 2006 SAP AG. for example. A merchandise category hierarchy value-only article can be created for a merchandise category hierarchy node. There is no quantity-based. A value-only article can be created for each merchandise category. but only a value-based update which is posted to a value-only article. All rights reserved. Without this limitation. these cannot be changed. when these are particularly valuable items. To find the value-only article for posting. Within a merchandise category on value-based inventory management. It therefore incorporates all articles of the merchandise categories under this node.IRT310 Lesson: Correlation between Sites and Merchandise Categories Basic Principles of Inventory Management on a Value-Only Basis Figure 52: Inventory Management on a Value-Only Basis In value-based inventory management. you must decide on a merchandise category hierarchy level on which the inventory management is to be carried out. 111 . goods movement are not posted on an article basis. several group articles can be created for this merchandise category. In the store. sales values that do not make business sense may appear . Eight profiles are delivered in the standard system. you can post some articles on an article basis.especially in statistics showing comparisons between sites. If a store uses cross-merchandise-category inventory management.

112 © 2006 SAP AG. every value-only article can be used in any hierarchy level. you can set the Value-only mat. All rights reserved. free indicator. In the copy. Valuation at retail must have been activated in the store.Unit 4: Article Groupings IRT310 You can define your own profiles by copying one of the existing profiles (using the customer namespace). This way. 2006/Q2 .

Assign the two new merchandise categories to the store. you will be able to: • Make settings to carry the stock of a merchandise category on a value-only basis in a store • Assign a merchandise category to a site • Use mass maintenance to assign a merchandise category to several sites Business Example Your new merchandise categories are to be carried in a test run in store R1## and then later in other stores too. At which levels is inventory management permitted in your store? ______________________________________________________ ______________________________________________________ 4. 5. 113 . Continued on next page 2006/Q2 © 2006 SAP AG. What does the IM Profile (F1) determine? ______________________________________________________ ______________________________________________________ 3. the store R1## will sell articles from the merchandise categories RF11111 and RF11112. Task 1: You are dealing with the settings for the inventory management on a value-only basis in the store. Is Valuation at Retail activated? ______________________________________________________ In future. 1. Find out which settings you need to make for inventory management on a value-only basis in your store R1##. All rights reserved.IRT310 Lesson: Correlation between Sites and Merchandise Categories Exercise 8: Correlation between Sites and Merchandise Categories Exercise Objectives After completing this exercise. 2.

114 © 2006 SAP AG.Unit 4: Article Groupings IRT310 Task 2: You also want to carry the articles in these merchandise categories in some other sites. 1. Choose Retailing: Master Data → Site Data → Environment → Sites to Merchandise Category and allocate the merchandise categories of the merchandise category hierarchy level RF11100 to the sites R4## and R5##. you use the mass maintenance. To reduce the amount of work involved in this. 2006/Q2 . All rights reserved.

4.IRT310 Lesson: Correlation between Sites and Merchandise Categories Solution 8: Correlation between Sites and Merchandise Categories Task 1: You are dealing with the settings for the inventory management on a value-only basis in the store. 3. At which levels is inventory management permitted in your store? ______________________________________________________ ______________________________________________________ a) IM Profile 0002 R1## Stock can be done on both a material and material group basis. Find out which settings you need to make for inventory management on a value-only basis in your store R1##. Mgmnt tab F1 Help for field contents IM Profile The IM Profile specifies whether or not the inventory management at value-only level is planned for a site. All rights reserved. What does the IM Profile (F1) determine? ______________________________________________________ ______________________________________________________ a) b) Go to the Valuation/Inv. and at what level. 1. Continued on next page 2006/Q2 © 2006 SAP AG. 115 . a) Retail: Master Data → Site Data → Site → Change Site 2. Is Valuation at Retail activated? ______________________________________________________ a) Valuation at Retail is activated.

Unit 4: Article Groupings IRT310 5. select the sites R4## and R5##.cat. 1. a) Scroll down the merchandise category overview and enter: Mer. Choose Create assignment 116 © 2006 SAP AG. Mer. you use the mass maintenance. 2006/Q2 .cat. a) Retailing: Master Data → Site Data → Environment → Sites to Merchandise Category Merchandise category hierarchy RF11100 Program → Execute b) c) d) Select the merchandise category hierarchy and choose Assignment → Create On the following screen. Assign the two new merchandise categories to the store. All rights reserved. the store R1## will sell articles from the merchandise categories RF11111 and RF11112. b) Site → Save RF11111 RF11112 Task 2: You also want to carry the articles in these merchandise categories in some other sites. In future. Choose Retailing: Master Data → Site Data → Environment → Sites to Merchandise Category and allocate the merchandise categories of the merchandise category hierarchy level RF11100 to the sites R4## and R5##. To reduce the amount of work involved in this.

All rights reserved.IRT310 Lesson: Correlation between Sites and Merchandise Categories Lesson Summary You should now be able to: • Name the controls that are are linked with the merchandise category in the site • Explain the inventory management on a value-only basis and make the necessary settings for it 2006/Q2 © 2006 SAP AG. 117 .

often sales-relevant aspects are taken into account while the merchandise category hierarchy is oriented towards the material attributes of the article. you will be able to: • • • • Describe the objective of the article hierarchy Explain the difference to the merchandise category hierarchy Describe the structure and the attributes of the article hierarchy Create an article hierarchy and assign articles to this hierarchy on a time-dependent basis Business Example Since the standard merchandise category hierarchy you use is oriented towards the purchasing viewpoint. All rights reserved. 2006/Q2 . 118 © 2006 SAP AG. you want to set up an alternative hierarchy.Unit 4: Article Groupings IRT310 Lesson: Article Hierarchy Lesson Overview Lesson Objectives After completing this lesson. in operative processes and in reporting. The article hierarchy is taken into account in planning. Defining the Article Hierarchy The article hierarchy gives you the option of grouping articles according to customer-specific criteria. This hierarchy will focus on the sales viewpoints. You also have the option of linking shops with the article hierarchy in order to display merchandise areas in the department store. Thereby.

the article hierarchy maintenance offers the following access options in the detail view: Access with Node ID Only: If you want to navigate to the detail maintenance with a hierarchy node. A node must have a description. select descriptions for the nodes and define the node characteristics on the Node Attributes tab. you can use the article search help to select an article or enter an article number and a key date directly (in the case of a scheduled hierarchy). you can assign articles to every node of the hierarchy. Access with Node ID and Article: 2006/Q2 © 2006 SAP AG. texts can be defined for each node. On the Article Assignments tab. The detail maintenance is always accessed with the parent node of the articles's directly assigned node. All rights reserved. In the standard. you can use the node collective search help to select a node or enter a node ID and a key date directly (in the case of a scheduled hierarchy). On the Language-Specific Texts tab. 119 . and on the Free Text tab. you can maintain language-dependent node descriptions for each node. You can assign an unlimited number of nodes to the top node.IRT310 Lesson: Article Hierarchy Figure 53: Article Hierarchy: Example If a tree does not exist yet. on the Node Assignments tab define the top node (root node) and specify a description for this node. Access with Article Only: If you want to navigate to the detail maintenance with an article of the hierarchy.

120 © 2006 SAP AG. You can only navigate to the department store/shop maintenance from a node that is flagged as a Category. and wants to restrict the search for an article (because. for example. Purchase Order). By setting the Operative indicator. the Valid To date is set to the current date or. for example. An article hierarchy can be activated and in this way used operatively as soon as the planning of the assortment structure is complete. the Valid From date of the node assignment is set to the current date. 2006/Q2 . only limited changes can be made to it. Once the hierarchy is activated. Time-dependent node and article assignments can be defined in this status. All rights reserved. only the future structure and article assignments can be deleted manually.Unit 4: Article Groupings IRT310 If the user wants to navigate to the detail maintenance with an article of the hierarchy. which should no longer be used operatively. the department store/shop maintenance. then this node can be selected as an additional selection criterion. The logically deleted node assignment can be physically deleted on the end date (for example. Every article hierarchy is created with the status planned. by a scheduled deletion report). In a scheduled hierarchy. by choosing Event. You can navigate from the hierarchy maintenance to. An article hierarchy. The article hierarchy is included as a node search help in many operative SAP for Retail processes (including Price Planning Workbench. in the case of an OTB-relevant change. only article assignments can be changed. but these changes do not affect the operational assignments. By setting the Deletion Flag indicator. can be deactivated. it is set to the end date of the complete delivery period. he/she always works with articles of a certain node). In an unscheduled article hierarchy. Deactivated article hierarchies cannot be changed or activated.

structural changes can be scheduled on a time-basis.“ indicator controls the assignment of an article within an article hierarchy. one client-wide) or distribution chain specific article hierarchies with a different distribution chain each. • BW This indicator specifies whether the article hierarchy should be transferred to SAP BW. the change becomes valid when the “Valid From“ date is reached. All rights reserved.e. • Scheduling By setting the “Structure Scheduling“ indicator. • Multiple Material Assignment The “Multiple Material Assign. in other words. you can only activate one distribution chain independent article hierarchy (i.IRT310 Lesson: Article Hierarchy Article Hierarchy Maintenance Figure 54: Attributes of the Article Hierarchy The following Attributes of the hierarchy can be defined for a new article hierarchy that is to be created: • Distribution Chain (Sales Organization and Distribution Channel) If a BW update is set. 121 . • Language-Specific Hierarchy Descriptions 2006/Q2 © 2006 SAP AG. Specification is optional.

the first level in the hierarchy structure corresponds to the top node level of the article hierarchy.Unit 4: Article Groupings IRT310 The article hierarchy automatically has the status planned. in other words. the hierarchy must be activated. Figure 55: Article Hierarchy: Integration Customizing Settings for the Article Hierarchy To make it easier to navigate in the article hierarchy. Furthermore. The levels are defined top down. and so on. 122 © 2006 SAP AG. the second level corresponds to the child node level of the top node. To use the hierarchy in operative processes and to extract the hierarchy into SAP BW. one level of the article hierarchy can be defined as the category level in the table. All rights reserved. 2006/Q2 . you can define a hierarchy level semantic (description of the hierarchy level) in Customizing.

All rights reserved. The node in the hierarchy does not transfer the semantics when nodes are moved between levels. Once the semantics have been defined. 123 .IRT310 Lesson: Article Hierarchy Figure 56: Customizing: Edit Hierarchy Levels Defining hierarchy level semantics only makes sense in properly defined hierarchy structures. 2006/Q2 © 2006 SAP AG. they can only be changed if no article hierarchy exists yet in the system.

Within the category. you can create an Event pushbutton for every level of the article hierarchy. you can determine a description for the Event pushbutton. the internal number assignment in Customizing can be overridden by an external number assignment on a level-specific basis. 2006/Q2 . you can maintain an article hierarchy level as a category level. At this point. If multiple article assignment is used. Defining nodes or an article hierarchy level as a category means that: • • • • The category is the root node of the assigned Consumer Decision Tree (CDT). this will allow you to navigate to every other program or every other transaction without making any modifications. but only if no level is selected as a category. In the dialog screen. In the Category Management. If multiple article assignment is used. you can manually maintain hierarchy nodes by means of the hierarchy maintenance. If an internal number range interval is globally defined for the article hierarchy. All rights reserved. the category is the uppermost relevant node for the update into SAP BW. A plausibility check ensures that only one level can be defined as a category level. When a hierarchy node is created (in the hierarchy maintenance or from an external system by means of the BAPI interface). the category is the node to resolve the multiple assignment. Alternatively. the category is the node to determine the department store-shop assignment. Defining a category level makes it easier to maintain the category if a certain level of the article hierarchy and therefore all nodes of this level are defined as categories. The category defines the uppermost assortment-forming node.Unit 4: Article Groupings IRT310 In the Customizing table. the article is always assigned uniquely. • • You can only change the category indicator if there is no article hierarchy in the system. the system checks whether it is a node from this category level. 124 © 2006 SAP AG.

the master data of the article hierarchy (up to ten levels) is updated in SAP BW including scheduling information (validity periods of scheduled article hierarchies). Individual tree columns can also be hidden in the article hierarchy dialog maintenance. the master data is updated in SAP BW without scheduling information. • CDT Update You can use this parameter to control the update of the master data of the article hierarchy in SAP BW. If the parameter is activated. the system performs a check for value-only articles in an active article hierarchy which ensures that the articles are only attached to end nodes. • Check End Nodes If the Check End Nodes indicator is selected. you can use the article hierarchy nodes description to navigate. However. you can also define sorting by the node description. • Delete Check If the Delete Check indicator is activated. In the case of an internal number assignment. 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Article Hierarchy The following additional Customizing settings can also be checked: • Change Documents When the change document flag is set. 125 . node assignments can only be deleted if no nodes or articles are assigned to the node. • Sorting You can use this parameter to define the sorting within the tree display. provided also the indicator for the BW update is set for the hierarchy. • Number Range Interval You can use this parameter to globally specify an internal or external number range interval for the article hierarchy on a customer-specific basis. The flag status is checked when the article hierarchy is activated. the article hierarchy is sorted by the technical node ID. change documents are generated when articles and nodes are changed in active article hierarchies. If the parameter is not activated. All rights reserved. by hiding the non-descriptive “Node ID“ column. for example. By default.

All rights reserved. 2006/Q2 .Unit 4: Article Groupings IRT310 126 © 2006 SAP AG.

2. True False The article hierarchy has the following attributes: Choose the correct answer(s). Determine whether this statement is true or false. You do this in an article hierarchy with the status 'planned'. The article hierarchy replaces the merchandise category hierarchy. Continued on next page 2006/Q2 © 2006 SAP AG. □ □ 3. the changes will be activated. you will be able to: • Describe the structure and the attributes of the article hierarchy Business Example You want to introduce a new department in your stores and would therefore like to tentatively enhance the article hierarchy. Multiple assignments can be activated. How many active article hierarchies can there be in the system? Choose the correct answer(s). All rights reserved. It is dependent on the purchasing organization. Once the decision for introducing the new department is final.IRT310 Lesson: Article Hierarchy Exercise 9: Article Hierarchy Exercise Objectives After completing this exercise. 127 . Task 1: 1. □ □ □ □ A B C D It can be scheduled. It cannot be extracted into SAP BW. □ □ □ □ □ A B C D E exactly one distribution-chain-dependent article hierarchy several distribution-chain-dependent article hierarchies exactly one distribution-chain-independent article hierarchy several distribution-chain-independent article hierarchies exactly one distribution-chain-independent article hierarchy and several distribution-chain-dependent article hierarchies.

Now compare the new planned hierarchy with the active hierarchy. All rights reserved. Create a new distribution-chain-independent article hierarchy ## with the description AH## as a copy of the active hierarchy “R3“. 2006/Q2 . The assignments should be scheduled and multiple assignment of articles should be enabled. To do this. 4. Assign the articles R1TA08## and R1TA09## to the lowest node R30##11 – Loveal. Assign the following IDs and descriptions: Department: R30## – Beauty ## Theme: R30##1 – Cosmetics ## R30##2 – Perfume ## Area (for the theme Cosmetics): R30##11 – Loveal ## R30##12 – Richy ## The validity starts with the current date and runs indefinitely. simulate the copy of the new node you have created (R30##) under the highest node of the active article hierarchy. 3. 2. Copy the hierarchy with article assignments.Unit 4: Article Groupings IRT310 Task 2: 1. Now change the copied article hierarchy and add a new department and two new themes in this department. Also compare the assigned articles. For one theme. 128 © 2006 SAP AG. and see where the differences are. you create two new areas that correspond to your brands.

specify the ID of the active article hierarchy R3. The article hierarchy has the following attributes: Answer: A. The assignments should be scheduled and multiple assignment of articles should be enabled. 129 . C In the system there can be several distribution-chain-dependent article hierarchies and exactly one distribution-chain-independent article hierarchy. In the Language Maintenance subscreen. In the With Template subscreen. a) b) c) Logistics → Retailing → Master Data → Article Hierarchy Data → Create Transaction WMATGRP01 Enter the hierarchy ID ## and leave the fields for the sales organization and the distribution channel empty. How many active article hierarchies can there be in the system? Answer: B. Create a new distribution-chain-independent article hierarchy ## with the description AH## as a copy of the active hierarchy “R3“. All rights reserved. Answer: False 3. Task 2: 1.) Continued on next page d) 2006/Q2 © 2006 SAP AG. Set the With Material Assignments indicator and the Multiple Material Assignment and Structure Scheduling indicators. 2. Choose Execute. which inform you that the BW connection is not supported and the article hierarchy cannot be used in operative processes. Copy the hierarchy with article assignments. (This is only possible for article hierarchies. The article hierarchy replaces the merchandise category hierarchy. C The article hierarchy can be scheduled and multiple assignments can be activated. Two messages appear.IRT310 Lesson: Article Hierarchy Solution 9: Article Hierarchy Task 1: 1. The indicator for BW extraction is already set. assign the text AH## in the language EN.

Assign the following IDs and descriptions: Department: R30## – Beauty ## Theme: R30##1 – Cosmetics ## R30##2 – Perfume ## Area (for the theme Cosmetics): R30##11 – Loveal ## R30##12 – Richy ## The validity starts with the current date and runs indefinitely. 2006/Q2 . select the node R30##11 and maintain the article assignment in the right-hand screen area under the Article Assignments tab. you create two new areas that correspond to your brands. All rights reserved.12. Choose Create Multiple Assignments to do this. select the node that has just been created. Choose Enter. the nodes under the Node Assignments tab are maintained via the Create Node Assignment. Continued on next page 130 © 2006 SAP AG. On the right-hand side. a) b) c) Choose Logistics -> Retailing -> Master Data -> Article Hierarchy Data -> Change Transaction WMATGRP02 In the article hierarchy tree. on the left-hand side of the screen. For one theme. a) b) c) Menu path: Logistics -> Retailing -> Master Data -> Article Hierarchy Data -> Change Transaction WMATGRP02 Enter the hierarchy ID ## and choose Execute. select the theme R30##1 and create the two areas. Then. on the left-hand side of the screen. The highest node R3 – Enterprise is automatically selected. and create the two themes in the same way.9999 as the Valid To date. Assign the articles R1TA08## and R1TA09## to the lowest node R30##11 – Loveal. d) e) 3. Enter the current date as the Valid From date and 31.Unit 4: Article Groupings IRT310 2. Now change the copied article hierarchy and add a new department and two new themes in this department. Then.

enter the source hierarchy AH-ID ## and the department node you have just created (R30##). the new node R30## was assigned as a child node under the node R3. In the case of a copy. The target hierarchy is the active hierarchy R3 and the target node is the highest node of this hierarchy. The system then displays which nodes and which articles are missing in the active hierarchy. a) b) c) Menu path: Logistics -> Retailing -> Master Data -> Article Hierarchy Data -> Simulate Transaction WMATGRP08 In this transaction. To do this. 131 . d) e) 2006/Q2 © 2006 SAP AG. set all flags for the target hierarchy. which is also called R3. Set the With Material Assignments indicator and choose Enter. Now compare the new planned hierarchy with the active hierarchy.IRT310 Lesson: Article Hierarchy 4. All rights reserved. Choose Execute. In the Checks subscreen. Also compare the assigned articles. simulate the copy of the new node you have created (R30##) under the highest node of the active article hierarchy. and see where the differences are.

All rights reserved.Unit 4: Article Groupings IRT310 Lesson Summary You should now be able to: • Describe the objective of the article hierarchy • Explain the difference to the merchandise category hierarchy • Describe the structure and the attributes of the article hierarchy • Create an article hierarchy and assign articles to this hierarchy on a time-dependent basis 132 © 2006 SAP AG. 2006/Q2 .

133 .IRT310 Unit Summary Unit Summary You should now be able to: • Explain the basic terms of the classification • Describe the class types used in SAP Retail • Describe the structure and purpose of the merchandise category hierarchy • Create merchandise categories with the associated merchandise category value-only and merchandise category reference articles • Name the controls that are are linked with the merchandise category in the site • Explain the inventory management on a value-only basis and make the necessary settings for it • Describe the objective of the article hierarchy • Explain the difference to the merchandise category hierarchy • Describe the structure and the attributes of the article hierarchy • Create an article hierarchy and assign articles to this hierarchy on a time-dependent basis 2006/Q2 © 2006 SAP AG. All rights reserved.

Unit Summary IRT310 134 © 2006 SAP AG. 2006/Q2 . All rights reserved.

..................... you will be able to: • • • • • • • • Explain the terms assortment and listing...175 Exercise 13: Assortment List ...............157 Lesson: Listing Procedures...181 2006/Q2 © 2006 SAP AG............. as well as possible combinations..136 Exercise 10: Reference Site ........................................................................................... Unit Objectives After completing this unit.............................Unit 5 Assortment Management Unit Overview This unit explains the term assortment and the concept of assortment management..........................153 Exercise 11: General Assortments .......................................................... All rights reserved...................... It also explains how to set up listing procedures and their parameters...................................171 Lesson: Assortment List ............. 135 ....163 Exercise 12: Listing Procedures.......... and their use in SAP Retail Name the different ways of managing assortments Decide which of these options are suitable for your assortment management Name the different listing procedures and describe their options Choose a suitable listing procedure to list articles Create an assortment list for the listed articles Create different assortment list types for an individual cycle control in the system Maintain various assortment list profiles for your stores Unit Contents Lesson: Assortment ..

This is also called listing. you determine for each site and each article respectively which site may procure an article in which time period. All rights reserved. you have to decide which articles your new store can order. and their use in SAP Retail Name the different ways of managing assortments Decide which of these options are suitable for your assortment management Business Example Based on criteria that you established previously. An assortment determines if a store. A site cannot buy or sell articles that are not included in one of its assortments. 136 © 2006 SAP AG. 2006/Q2 . Definition: Assortment The assortment is part of the cross-company merchandise offering that is assigned to a specified target group for a particular validity period. you determine which assortments and. therefore. a distribution center or a customer can receive certain articles at a certain time. which articles a store can buy and sell. you will be able to: • • • Explain the terms assortment and listing. The assortment can therefore be used to check purchase orders and sales orders. By assigning articles to assortments. In assortment management.Unit 5: Assortment Management IRT310 Lesson: Assortment Lesson Overview Lesson Objectives After completing this lesson.

the system automatically creates a local assortment and then assigns it to the site. This local assortment is site-specific and cannot be assigned to another site. for a particular period of time. you can also use assortments of this type to assign stores and distribution centers. Some require identical assortments in all areas. They can be assigned to any number of customers. 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Assortment Figure 57: Local and General Assortment The assortment is an SAP Retail object. When you create a site (in other words. and every customer can be assigned several general assortments. that is listed. If you have set the indicator for multiple assignments in Customizing. There are two types of assortments: • Local Assortments These are termed type A for stores and type B for distribution centers. Assortment Management The assortment management demands of retailers differ greatly. • General Assortments General assortments are type C assortments. while others demand assortments unique (for example) to each store. a store or distribution center). to which articles are assigned. All rights reserved. 137 . Assortment Management takes account of these differences and offer a variety of tools to allow any combination of article assortments as well as the structuring of article assortments for wholesale. Each site has one local assortment.

The assortments of a site include all the articles that are relevant in its business activities. All rights reserved. articles for the assortment user in question can be used in various business functions. This assignment results in listing conditions. 138 © 2006 SAP AG. 2006/Q2 . when stores are to be supplied from the warehouse Determining the stores in which the article can be sold at the point of sale Determining the articles that should be included in the customer assortment Figure 58: Assortment Management An assortment is an object that is assigned articles for a particular validity period. which serve as the basis for various evaluations. The most important assortment user in Retail is the retail site. Determining the distribution centers from which articles are to be distributed. Once an assortment user is assigned to an assortment.Unit 5: Assortment Management IRT310 The main tasks of assortment management for retail sites or customers are: • • • • • Determining articles that can be sold at a point of sale in a store Adding these articles to the article assortment that is assigned to this store's distribution center.

IRT310 Lesson: Assortment Figure 59: Multiple Assignments of Assortments In Customizing. 2006/Q2 © 2006 SAP AG. or whether assortments should be limited to a 1:1 combination of the site and the assortment. If you activate multiple assignment in Customizing. 139 . you can determine whether the multiple assignment (n:m) of assortments to sites should be possible. All rights reserved. a site can have different assortments and an assortment can be assigned to different sites.

No other assortment can be assigned to this site. you can choose between the old 1:1 assignment and the new n:m assignment. the system automatically generates a site-specific local assortment. when new stores are opened) . All rights reserved. every site has exactly one local assortment. You can find a detailed description of how to convert the 1:1 assignment to multiple assignments at http://help. Figure 60: Assortment Management with the General Assortment 140 © 2006 SAP AG.sap. 2006/Q2 . Hint: Converting an existing 1:1 assignment to multiple assignment In earlier releases of the ERP system. every site still has a local assortment. • • In the case of 1:1 assignment. and you can more precisely adjust the goods on offer in a store by assigning one or more general assortments to the store. every store could only have one assortment. but there is no limit to the number of general assortments that can be assigned to this site. In the current release. In the case of n:m assignment.com under the menu option Upgrading to Multiple Assignment of Assortments to Site in the SAP online documentation for SAP Retail. This is particularly important because changing the assignment method affects all aspects of the listing process. This less restrictive assignment means that you have the option of assigning previously created assortments to an existing store (for example. and a certain assortment could only ever be assigned to one store. You should only decide on single assignment (1:1) or multiple assignments (n:m) after careful consideration. only a 1:1 assignment of assortments to sites was possible. Accordingly.Unit 5: Assortment Management IRT310 If a site is created.

as a general assortment can sometimes be assigned to a large number of sites. are generally identical or are only slightly different. Unlike local assortments .in general assortments (assortment category C) you can assign an unlimited number of sites or customers. for a distribution chain or for a particular region. 2006/Q2 © 2006 SAP AG. You can significantly reduce the number of listing condition records on the database by using multiple assignments. the listing conditions created are valid for all the sites that are assigned to the assortment. All rights reserved. 141 . If the indicator is not set. and therefore. only customers can be used as assortment users.which you cannot change using the assortment maintenance and which you therefore cannot assign to other customers or sites . Figure 61: Assortment Management with the Reference Site In addition to the individual assignment of a general assortment to an assortment user. the assortments. provided that the multiple assignment (n:m assignment) of sites to assortments is activated in Customizing.IRT310 Lesson: Assortment In many retail companies. distribution centers or customers can be used as assortment users. you should only define a few general assortments and then assign them to a group of assortment users. This means that individual articles are explicitly excluded from being listed in an assortment. Exclusion modules can be used to define exceptions for assortments. you also have the option of defining reference sites and assigning them to sites in a 1:m assignment. stores. For this reason. Depending on how the indicator for the multiple assignment of assortments to sites is set in Customizing. for example. This is due to the fact that articles are listed for assortments and not for sites. you have the following options: • • If the indicator is set.

all the assignments of the reference site's assortments to the site are also deleted. 142 © 2006 SAP AG. are automatically conveyed. 2006/Q2 . Figure 62: An Overview of the Assortment Management Options A site cannot be assigned to an assortment twice (directly and via the reference site). Assortments can only be assigned by means of reference sites if multiple assignment (n:m) is set in Customizing. All dependent sites (sites that are assigned to the reference site) automatically adopt all the assortments from the reference site. . If you delete the assignement of a site to a reference site. the site can be assigned to an assortment directly and to another assortment via the reference site. changes made to general assortments and changes relating to assignments of general assortments to the reference site.Unit 5: Assortment Management IRT310 The main advantage of the reference site is the one-time assignment of general assortments. Via this pointer function. All rights reserved. However.

Every store can be assigned to only one reference site for the assortment management (1:m). All rights reserved.IRT310 Lesson: Assortment Assortment Management Options Figure 63: Assortment Management with the Reference Site (Example) Every reference site can have several assortments (n:m). 143 . Figure 64: Assortment Management with the General Assortment (Example) 2006/Q2 © 2006 SAP AG.

confectionary) that reflect (among other things) the departments in the stores. However. if applicable). you assign a layout or an article hierarchy (with corresponding hierarchy nodes) to the merchandise categories (and assortment grades. This tool allows you to sort the displayed sites. All rights reserved. In the assortment maintenance. Then you assign the general assortments to the stores. beverages. you can assign assortment users to general assortments. according by region (as above). Assortment Maintenance In the assortment maintenance. Figure 65: Maintaining Assortments There is a user-friendly assortment assignment tool available for assigning assortment users to general assortments. and a list of sites for which assignments are still possible on the right. for example. You can also create or change new general assortments in that assortment assignment tool. For each of these areas. or to select for sites that are not yet assigned for new sites that have been created. it is only possible to assign customers in the 144 © 2006 SAP AG. you create one or more general assortments with different article assignments. The system displays two tree structures: a list of the general assortments and their already assigned sites on the left. You drag and drop to assign the selected sites to the desired assortment.Unit 5: Assortment Management IRT310 In assortment management with the general assortment you can map areas (for example. 2006/Q2 .

Examples are Household Cleaner or Ladies' Blouses. The local module is only valid for one site and is therefore the “local assortment”. while sites can be assigned in the transaction for creating or changing the assortment and in the tool for assigning assortments. An assortment module is a group of articles. You generate shelf modules during the maintenance of layout modules that are assigned to the assortments. Assortment Modules An assortment can consist of one or more assortment modules.).IRT310 Lesson: Assortment 'Create/Change Assortments' transaction. or automatically from the applications (article maintenance. etc. A standard module contains any articles from any merchandise categories. To minimize the time and maintenance effort. 145 . All rights reserved. 2006/Q2 © 2006 SAP AG. You can use an exclusion module to exclude articles from the existing assortment for a certain period of time. It contains the regular long-term rule assortment and is created manually. modules should be created automatically rather than manually. Assortment modules can be created manually. A promotion module contains the articles that are to be dealt with together in a promotion or a theme. Figure 66: Maintaining Assortment Modules A profile module is created automatically during the article maintenance for each assortment and merchandise category. promotion.

Create Assortments for New Sites If you open new sites and want to create assortments for them in a very short time. while the site can only be assigned to general assortments when multiple assignments is active. you must check whether or not the multiple assignment is active. Like standard modules. The assortment copy is only possible if the indicator is not set. All rights reserved. you can select one of the following options: • • • Setup based on Merchandise Category Assortment Copy Assign the new site to the general assortments (directly or via a reference site) However. 146 © 2006 SAP AG. Setup based on Merchandise Category You can organize the assortment of the new site by adding articles from available merchandise categories that are already assigned to the assortment. You use a different transaction for creating them in Sales and Distribution (WSV2). 1. and executing transaction WSM8 (Reorganize Listing Conditions By Merchandise Category). In Sales and Distribution. 2006/Q2 . you use assortment modules to maintain a number of articles for value contracts. you can also use these modules for assortment functions.Unit 5: Assortment Management IRT310 Rack jobber modules are modules for which vendors deliver and present articles in stores themselves. An article that is listed in a rack jobber module cannot be listed in any other module. A rack jobber module can only be assigned to exactly one vendor.

you only need to copy the listing conditions from the source assortment. 2. the article is listed there. All rights reserved. 147 . Assortment Copy If the indicator for the multiple assignment of assortments to sites is not set in Customizing. you can simply copy the contents (the assigned articles) of a whole assortment to the local assortment of the new site. If an article is not in the target assortment. 2006/Q2 © 2006 SAP AG. If the new assortment is to contain the same articles as an assortment that already exists. The system checks the existing listing conditions for every combination of articles and assortments.IRT310 Lesson: Assortment Figure 67: Setup based on Merchandise Category You can define one or more merchandise categories and add them to the target assortment.

you also copy these assignments. This means that all articles contained in these assortments are also valid for the new site.Unit 5: Assortment Management IRT310 Figure 68: Assortment Copy The source assortment can consist of one or more assortment modules. you can assign existing general assortments to the site. Assignment of General Assortments/Reference Site If the indicator for the multiple assignments of assortments to sites is set in Customizing. You can execute the copy program for assortments in dialog mode (transaction WSK1) or in the background (transaction WSK3). the system checks in advance that there are no problems that would prevent listing. If the source assortment consists of modules A. 2006/Q2 . In both cases. the target assortment has the same modules. When you copy an assortment into an other assortment. 3. 148 © 2006 SAP AG.B and C. All rights reserved.

instead of for every individual store. size and demographic aspects. All rights reserved. it can only be assigned to a reference site if the reference site contains the same assortment assignments. not only must assortments be assigned to this store. for example according to geographical location. Large and rapidly expanding retail companies may open a new store every second day or even more often. 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Assortment Figure 69: Assignment of General Assortments/Reference Site In addition to the individual assignment of a general assortment to an assortment user. If assortments are already assigned to a site. you can arrange similar stores into groups and maintain data for a whole group at once. It is critical that such store openings run smoothly. Further Maintenance for the Operative Use of New Sites To operatively use a new store that has just been created. To proceed with this as efficiently as possible. simple and efficient data maintenance is very important in this process. Some retail companies use the same store groupings for all functional areas. both when setting up the master data of the new store and when processing the first purchase orders. This means that the new site has the same assignments to assortments as the reference site. while other retail companies use different store groupings for different functional areas. Store groupings can be formed on the basis of different criteria. as this has a significant influence on the mark that a retail chain leaves in a new market. 149 . you also have the option of assigning a reference site to the new site. but purchasing and logistics data also have to be maintained for this store. The reference site is assigned in transaction REFSITE. Therefore.

Use the reference sites for the purchasing to do this. 150 © 2006 SAP AG. but rather between groups of sites (that are defined by common attributes such as size. the vendor and site data can also be used to limit vendors to only the assigned sites. The data is only stored at reference site level and is always used if there is no specific corresponding data at store level.Unit 5: Assortment Management IRT310 You can use store groupings for the maintenance of purchasing data (vendor/site data. this vendor supplies all sites that are assigned to the reference site. and a multiplier for the consumption data. assortment data and logistics&replenishment data. After you use reference stores to create the master data for a new store. As an extension of the supply source determination. purchasing info records and purchase conditions). Reference Site for Logistics and Replenishment Data You can maintain logistics and replenishment data for all stores (general reference store) or for all stores of a certain distribution chain (reference store at distribution chain level). You can now also use transaction REFSITE to create a store grouping according to customer-specific criteria. purchasing info records and purchasing conditions for a group of sites. Such a reference site represents all sites that are assigned to it. 2006/Q2 . you can carry out the forecast for the new stores and then start a replenishment run to automatically generate the first store orders. geographical location. Since the replenishment and logistics data usually do not differ in different distribution chains. All rights reserved. Figure 70: Process of a Store Opening Reference Site for Purchasing Data You can maintain vendor and site data. Reference stores for purchasing and logistics data are also defined and assigned in transaction REFSITE. If a vendor is assigned to a reference site.

in the case of goods receipt or a stock transfer. All rights reserved.IRT310 Lesson: Assortment and so on). Subsequent Listing of Articles Under certain circumstances. articles may be delivered to a site in which they are not listed. the delivery cannot be accepted and must be returned to the sender. so that the goods receipt can be posted for this delivery. Or a vendor sends a new article instead of an old article that is no longer carried. To make subsequent listing possible. which then delivers the article to stores for which this article is not listed. it may be a good idea to maintain this data on the reference site. A promotion article may be listed in a distribution center. The site may accept the new article. by making the relevant settings in the site master data. There is a separate mass maintenance tool that can be used to maintain logistics and replenishment data at this level. even if it is not currently contained in the assortment of the site. For each site you can specify whether the goods receipt is allowed for deliveries of this kind. You have the following selection options: • • • Always Never On the basis of the decision of the user during the goods receipt 2006/Q2 © 2006 SAP AG. you must define under what circumstances subsequent listing should be carried out. the system automatically creates the corresponding article master data and listing conditions ("Subsequent Listing"). If subsequent listing is not allowed. The section Create Assortments for New Sites already dealt with the various ways you can create assortments for new stores. 151 . If the goods receipt is allowed.

Unit 5: Assortment Management IRT310 Figure 71: Listing during Goods Receipt 152 © 2006 SAP AG. All rights reserved. 2006/Q2 .

you will be able to: • Evaluate information about assortments • Assign a reference site to the stores Business Example You have a lot of stores in your company that plan their assortments in a very similar way. Can you also assign a customer master to a reference site? _________________________________________________________ 2. Immediate and Save. You want to add the new merchandise categories RF11311 and RF11312 to this assortment. You therefore use reference sites. 4.IRT310 Lesson: Assortment Exercise 10: Reference Site Exercise Objectives After completing this exercise. Assign the merchandise categories RF11311 and RF11312 with the assortment grade 1 to the assortment R1KIDSS##. Then choose Create Job Without Param. 1. Control. Task 1: In future. 2. All rights reserved. 1. Define RS## as a reference site for assortments and then assign site R5## to this reference site. Display the assortment R1KIDSS##. the site RS## should be used as a reference site for the assortments of store R5##. Obtain an overview of the organization and structure of the assortment. 2006/Q2 © 2006 SAP AG. Which assortment users are already assigned? _________________________________________________________ 3. 153 . the assortment of which is assigned to other stores. Assign your reference site RS## to your assortment as a further assortment user. Find out from which articles the assortment R1KIDSS##T is composed. Task 2: The system contains a general assortment with the key R1KIDSS##.

not to a reference site. the site RS## should be used as a reference site for the assortments of store R5##. 1.Unit 5: Assortment Management IRT310 Solution 10: Reference Site Task 1: In future. Immediate and then Save. a) b) Retailing: Master Data → Assortment/Listing → Mass Maintenance → Reference Sites Management Select Reference Site → Create. Can you also assign a customer master to a reference site? _________________________________________________________ a) Customer master records can only be assigned to general assortments. Control. Control. Continued on next page 154 © 2006 SAP AG. R5## 01 Assortment R4## Save: Choose Create Job Without Param. 2006/Q2 . Define RS## as a reference site for assortments and then assign site R5## to this reference site. Group Type Reference Site c) d) Select reference site R4## Choose Add a Site Site e) 2. Then choose Create Job Without Param. All rights reserved. Immediate and Save.

2006/Q2 © 2006 SAP AG. a) Go to the Assortment User tab and enter RS## as the site. Obtain an overview of the organization and structure of the assortment. All rights reserved. You want to add the new merchandise categories RF11311 and RF11312 to this assortment.IRT310 Lesson: Assortment Task 2: The system contains a general assortment with the key R1KIDSS##. Go to the Assortment User tab R1KIDSS## RF11312 1 RF11311 1 Assign your reference site RS## to your assortment as a further assortment user. Display the assortment R1KIDSS##. 1. Retailing: Master Data → Assortment/Listing → Evaluations → For Assortments → Article per Assortment Find out from which articles the assortment R1KIDSS##T is composed. Which assortment users are already assigned? _________________________________________________________ a) Retailing: Master Data → Assortment/Listing → Assortment → General Assortment → Display Assortment b) 3. 155 . Assign the merchandise categories RF11311 and RF11312 with the assortment grade 1 to the assortment R1KIDSS##. a) 4. a) Retailing: Master Data → Assortment/Listing → Assortment → General Assortment → Change Merchandise category Assortment grade Merchandise category Assortment grade Choose Save 2.

Unit 5: Assortment Management IRT310 156 © 2006 SAP AG. 2006/Q2 . All rights reserved.

which general assortment is assigned to the individual areas of the store. 157 . List all articles in merchandise categories RS12110 to RS12320 in the assortments FOOD-##-L and FOOD-##-S with listing procedure B1. depending on the size of the department. local assortments should not be selected for listing. Use the mass maintenance function Setup Based on Merchandise Category to do this. Which assortment category do the two new assortments have? _________________________________________________________ You add merchandise category RS12310 (Chicken) to your new assortment FOOD-##-L.IRT310 Lesson: Assortment Exercise 11: General Assortments Exercise Objectives After completing this exercise. you will be able to: • Create general assortments • Assign merchandise categories and sites to a general assortment Business Example In a workshop. Create two new assortments FOOD-##-L and FOOD-##-S by using the assortments FOOD-L and FOOD-S as the copy template. Small Assortment. you and your colleagues have developed a concept for future assortment planning. Also copy the assortment users. to your new assortments. 2. All rights reserved. Note that articles are also listed in the supplying sites of the stores. You have defined different article areas and want to define two general assortments for these article areas: large (L) and small (S). you decide. assign articles to the assortment. For your general assortments. 3. Task 2: Once you have defined the assortments with the relevant merchandise categories. assign the descriptions Groceries. 1. which are already assigned to the templates. For each store. Task 1: You start by implementing your concept in the Food area. However. 1. Large Assortment and Groceries. Continued on next page 2006/Q2 © 2006 SAP AG.

Which other assortment users are assigned to your assortment FOOD-##-L? _________________________________________________________ _________________________________________________________ _________________________________________________________ 2. check the tree display of listing conditions in evaluations for the article. Task 4: 1. 158 © 2006 SAP AG. What do you notice? _________________________________________________________ _________________________________________________________ 2. Expand the nodes for the other sites of the tree structure in the example of an article and compare the listing modules. You assign the appropriate assortment. Store R4## will have a large food department. 2006/Q2 . Check which listing conditions were created for your store R4##.Unit 5: Assortment Management IRT310 Task 3: 1. Display all the listing conditions for merchandise category RS12310 for the assortment FOOD-##-L . Select the relevant assortment and assign your store R4## to the assortment in the Assortment User tab. All rights reserved. To do this.

Large Assortment and Groceries. 159 . FOOD-##-L FOOD-L Food. to your new assortments.General Assortment 3. Also copy the assortment users. 1. large assortment ## FOOD-##-S FOOD-S Food.IRT310 Lesson: Assortment Solution 11: General Assortments Task 1: You start by implementing your concept in the Food area. Create two new assortments FOOD-##-L and FOOD-##-S by using the assortments FOOD-L and FOOD-S as the copy template. small assortment ## Which assortment category do the two new assortments have? _________________________________________________________ a) C . a) Retailing: Master Data → Assortment/Listing → Assortment → General Assortment → Create Assortment Template Assortment Name Assortment Template Assortment Name 2. Small Assortment. a) Retailing: Master Data → Assortment/Listing → Assortment → General Assortment → Change Assortment b) Go to the Mdse Cat. For your general assortments. You add merchandise category RS12310 (Chicken) to your new assortment FOOD-##-L. tab Merchandise Category RS12310 FOOD-##-L Continued on next page 2006/Q2 © 2006 SAP AG. which are already assigned to the templates. assign the descriptions Groceries. All rights reserved.

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Task 2:
Once you have defined the assortments with the relevant merchandise categories, assign articles to the assortment. Use the mass maintenance function Setup Based on Merchandise Category to do this. 1. List all articles in merchandise categories RS12110 to RS12320 in the assortments FOOD-##-L and FOOD-##-S with listing procedure B1. Note that articles are also listed in the supplying sites of the stores. However, local assortments should not be selected for listing. a) Retailing: Master Data → Assortment/Listing → Assortment → Mass Maintenance → Assortment → Setup Based on Merchandise Category Assortment Merchandise Category Listing Procedures b) c) Select Also List Supplying Site Do not select List Local Assortments Also FOOD-##-L RS12110 to RS12320 B1

Task 3:
1. Store R4## will have a large food department. You assign the appropriate assortment. Select the relevant assortment and assign your store R4## to the assortment in the Assortment User tab. a) Retailing: Master Data → Assortment/Listing → Assortment → General Assortment → Change Assortment b) Go to the Assortment User tab Assortment User c) 2. R4## FOOD-##-L

Save and then choose Create Job Without Param.Control, Immediate and then Save.

Which other assortment users are assigned to your assortment FOOD-##-L? _________________________________________________________ _________________________________________________________ Continued on next page

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_________________________________________________________ a) The stores 1241, 1251 and 1271 are already assigned to the assortment.

Task 4:
1. Check which listing conditions were created for your store R4##. To do this, check the tree display of listing conditions in evaluations for the article. Display all the listing conditions for merchandise category RS12310 for the assortment FOOD-##-L . a) b) Merchandise Category Assortment c) 2. Choose Execute RS12310 FOOD-##-L Retailing: Master Data → Assortment/Listing → Evaluations → For Material → Tree Display of Listing Conditions

Expand the nodes for the other sites of the tree structure in the example of an article and compare the listing modules. What do you notice? _________________________________________________________ _________________________________________________________ a) Expand the menu nodes of the stores and the general assortment FOOD-##-L or FOOD-##-S is listed. As the modules are created for each general assortment, the same module exists for all articles for every store.

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Lesson Summary
You should now be able to: • Explain the terms assortment and listing, and their use in SAP Retail • Name the different ways of managing assortments • Decide which of these options are suitable for your assortment management

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Lesson: Listing Procedures

Lesson: Listing Procedures
Lesson Overview
Create a listing procedure together with its parameters and other possible combinations

Lesson Objectives
After completing this lesson, you will be able to: • • Name the different listing procedures and describe their options Choose a suitable listing procedure to list articles

Business Example
Based on criteria that you established previously, you have to decide which stores can order which articles.

Basic Listing Procedures

Figure 72: Basic Procedure: Profile Check with Merchandise Category

The basic procedure 'profile check' examines whether the article's merchandise category has been assigned to the assortment. Only then the article will be listed for this assortment.

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Figure 73: Basic Procedure: Profile Check with Assortment Grades

The basic procedure profile check with assortment grades checks • • • Whether the merchandise category, to which the article belongs, has been assigned to the assortment Whether the article assortment grade is contained in the result grade of the merchandise category in the assortment Whether the listing algorithm, which contains the assortment grade, has been entered in the listing procedure

Only then will the article be listed for this assortment.

Figure 74: Assortment Grade Rules (Example)

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A listing algorithm describes how the assortment grades are combined in the assortment grade rule. Assortment grade rules describe the relationship between the various assortment grades. A quantity of assortment grade rule entries that belong together are grouped together in a "Listing Algorithm". Several listing algorithms can be used for defining the assortment grade rules. The listing algorithm that is to be used must then be entered in the listing procedure. You must maintain assortment grades and listing algorithms to be able to use the assortment grade rules. Currently, a maximum of 20 assortment grades can be contained in an assignment rule.

Figure 75: Basic Procedure: Layout Check

The basic procedure layout check checks: • • • Whether the article is assigned to a layout module Whether the site is linked to a layout Whether the article layout module is a layout area in the assortment's layout

Only under these conditions the article will be listed for the assortment in question.

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Figure 76: Layout Check with Space Management

If space management is used for listing, then you are guaranteed that there will be space on the shelf for the new article and that the article will be listed in the stores where that shelf can be found (in other words, in the stores to which the relevant layout module is assigned) and in the distribution centers that deliver to these stores. A layout module can contain several layout module versions. Layout module versions have a time reference and contain articles in a shelf. Layout module versions can contain articles from different merchandise categories. An article can be assigned to several layout module versions and can also be positioned in different places on a shelf in the same layout module version. The versions allow you to plan in advance. In a layout module, the validity periods for individual versions are unique and cannot overlap. Due to the time-based scheduling for layout modules, you can map seasonal changes in a shelf. The listing period corresponds to the validity period of the layout module versions to which the articles are assigned. There are layout module variants at layout module version level. Layout module variants refer to just one layout module version and are used to map regional or even store-specific variances in layout modules. The layout module variants have the same validity period as their versions.

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Customizing Settings for the Listing Procedure Figure 78: Listing Procedure . All rights reserved.IRT310 Lesson: Listing Procedures Figure 77: Basic Procedure: Classification Check This procedure checks whether the classifying parameters of the article (characteristics and values) correspond to those of the assortment.Control 2006/Q2 © 2006 SAP AG. Only then will the article be listed for this assortment. 167 .

External procedure: Once an entry is provided. All rights reserved. listing conditions contain the validity periods and the module numbers. 168 © 2006 SAP AG. Sequence control: You can use this control to set up various combinations of basic procedures. the procedure entered in the dialog is used. the listing procedure defined in the assortment must be used. 2006/Q2 . Each basic procedure must be linked with a function module. the table in which the sales data for the article is stored (for example. Rules: The type of check is determined by the rules and links of the basic procedures. Data is also added to MVKE. Among other things. Otherwise. Figure 79: What happens in listing? Listing updates listing conditions in table WLK1. the distribution chain and the sales unit of measure). This is the standard case (for example. in promotion listing and standard listing). The rules are implemented with user exits and you can replace them with your own rules. it can only be listed by other modules too if you set this indicator. this procedure can be used directly in dialog mode (in assortment maintenance transactions). Multiple listing: If an article has already been listed by an assortment module.Unit 5: Assortment Management IRT310 Assortment listing procedure: If this indicator is set.

All rights reserved. planning cycle. and so on. MBEW and MAW1. Data records are also created by the listing in tables MARA. Data records for the respective supplying sites are also written into table MARC alongside the listed sites of a distribution chain. such as RP type. 169 . WLK2. The contents of the tables can be checked in transaction se16. 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Listing Procedures Furthermore. planning calendar. data is stored in table MARC. among others. It contains site-specific article data.

All rights reserved. 2006/Q2 .Unit 5: Assortment Management IRT310 170 © 2006 SAP AG.

For that purpose you have to know the settings for the listing procedures. 171 . which lists an article in a site if its merchandise category or its assortment grade are managed there. All rights reserved. Which assortment levels does the assortment grade rule Extended assortment contain for the listing algorithm 01 and in what way are these two connected? _________________________________________________________ _________________________________________________________ _________________________________________________________ 2. listing of articles in your assortments was done via the merchandise category check. 1. _________________________________________________________ 4. How would you ensure that. What does a listing algorithm describe? _________________________________________________________ Look at the listing algorithm in more detail. in addition to the merchandise category. Which indicator do you use to control whether or not the assortment grade should be checked during the listing? _________________________________________________________ 3. check the settings for the relevant existing basic listing procedure. 5. the layout in the article and the site was checked too? Hint: Do not save the settings.IRT310 Lesson: Listing Procedures Exercise 12: Listing Procedures Exercise Objectives After completing this exercise. 2006/Q2 © 2006 SAP AG. In Customizing. Task: You are now going to look at the listing procedure in more detail. you will be able to: • Define a listing procedure • List articles in your assortment Business Example You have to decide which checks should be carried out in future to determine which articles are to be listed in the stores. To date. Check the basic procedure.

(Do NOT save!) 4. What does a listing algorithm describe? _________________________________________________________ a) IMG: Logistics ./ assortment grade No astmt grade 3. and set L layout comparison procedure and Exit lstg lay. the layout in the article and the site was checked too? Hint: Do not save the settings. 2006/Q2 . This also defines which assortment grades are added in a result assortment grade.Unit 5: Assortment Management IRT310 Solution 12: Listing Procedures Task: You are now going to look at the listing procedure in more detail. which lists an article in a site if its merchandise category or its assortment grade are managed there. How would you ensure that. _________________________________________________________ a) In the process control. in addition to the merchandise category.General → Assortment → Assortment → Listing Algorithm A listing algorithm describes the combination of assortment grades. In Customizing. Which indicator do you use to control whether or not the assortment grade should be checked during the listing? _________________________________________________________ a) Listing procedure Basic procedure Indicator B1 mat. check the settings for the relevant existing basic listing procedure.General → Assortment → Assortment → Listing Procedures Check the basic procedure. listing of articles in your assortments was done via the merchandise category check. set link rule &. IMG: Logistics . All rights reserved. To date. 1. Continued on next page 172 © 2006 SAP AG. a) 2. grp.

Which assortment levels does the assortment grade rule Extended assortment contain for the listing algorithm 01 and in what way are these two connected? _________________________________________________________ _________________________________________________________ _________________________________________________________ a) IMG: Logistics . All rights reserved.IRT310 Lesson: Listing Procedures 5. 2006/Q2 © 2006 SAP AG.General → Assortment → Assortment → Assortment Grade Rules → select assortment grade 01/3 . and choose Details.2 and 3. 173 . Result assortment grade 3 contains assortment grades 1. Look at the listing algorithm in more detail.

All rights reserved.Unit 5: Assortment Management IRT310 Lesson Summary You should now be able to: • Name the different listing procedures and describe their options • Choose a suitable listing procedure to list articles 174 © 2006 SAP AG. 2006/Q2 .

Attributes of the Assortment List Figure 80: Assortment List: Definition The assortment list provides an overview of the listed assortment.IRT310 Lesson: Assortment List Lesson: Assortment List Lesson Overview The following lesson defines the attributes of the assortment list and explains how to use them. and so on). Lesson Objectives After completing this lesson. 175 . price changes. 2006/Q2 © 2006 SAP AG. promotion articles. All rights reserved. The assortment list keeps the store or customer (assortment user) informed of any changes in the assortment (new or discontinued articles. you will be able to: • • • Create an assortment list for the listed articles Create different assortment list types for an individual cycle control in the system Maintain various assortment list profiles for your stores Business Example Your stores are regularly informed about changes to existing articles and any new articles that are being added to your assortment.

together with their validity periods. and they can be prepared in different media (in print format. Assortment List Versions: • Full Version This version contains all currently valid articles and article data (from the date on which the assortment list was created). All rights reserved. This means that a current version can be printed out at any time. 176 © 2006 SAP AG. Figure 81: Contents of the Assortment List The assortment list contains selected data of the article maintenance. A source of supply is determined for the articles. • Mixed Version This version contains the last full version with all the subsequent changes and therefore shows the current status. or as an electronic message sent for a store retailing system).Unit 5: Assortment Management IRT310 Assortment lists can be configured according to the situation and assortment. so that the store knows with whom to place orders (several vendors are also possible here). and a display (of the assortment list) on the screen. • Change Version This version contains only those articles that have been changed since the last message was created. which is relevant for the assortment user (store or customer). The version management provides an overview of the versions that have been created. 2006/Q2 .

Store layout information is available for creating shelf-edge labels.IRT310 Lesson: Assortment List Transactional data could also be read here (promotion. purchase orders). The control of the logistic quantities uses the parameters for the assortment list to determine which transaction data (for example. An assortment list type must be assigned to an article if the article is to appear in the assortment list. note that an evaluation of this data has a significant effect on performance. 2006/Q2 © 2006 SAP AG. However. This data should support the requirements planning of a store. It is recommended to create just a few types assortment list types in the same way as article types were created. allocation tables. for example. previous purchase orders) should be read for an assortment list. and for planning by visual inspection of the shelves. for article placement. Customizing Settings for the Assortment List Figure 82: Assortment List Type For each assortment list type. To be able to do this. you can create your own cycle control for the preparation of assortment lists. you must have already maintained the assortment list types. 177 . All rights reserved. The cycle control includes: • • • The lead time The cycle for generating change versions The number of change versions until a full version of the assortment list is created One assortment list type can be assigned to every article.

old purchase orders) are to appear in the assortment list. then the past period limits the number of days for which the system searches documents of the relevant article. The assortment list profile parameters control the generation and the appearance of assortment lists.for each of the various assortment list types. It can be used for several sites. no assortment list can be generated for the site. 2006/Q2 . With these parameters. you can determine the following: • • • • • • Whether IDocs are created for electronic distribution Whether the data is stored in the assortment list version management How the articles are sorted What data is created What an assortment list entry should look like In the assortment list. whether articles should also appear for the sales period (after the listing period is finished) 178 © 2006 SAP AG.for example. An assortment list profile can be assigned to every site. If quantities from previous logistical processes (for example.Unit 5: Assortment Management IRT310 You specify a logistical unit of measure . Figure 83: Assortment List Profile The assortment list profile groups together the control parameters to generate assortment lists. a purchase order quantity or a quantity to be allocated . All rights reserved. This prevents the system from reading documents that are too old. Without an assortment list profile.

179 . they are processed more quickly when the assortment lists are generated.IRT310 Lesson: Assortment List It is advisable to maintain just a few assortment list profiles. If sites have the same assortment list profile. 2006/Q2 © 2006 SAP AG. All rights reserved.

2006/Q2 . All rights reserved.Unit 5: Assortment Management IRT310 180 © 2006 SAP AG.

the merchandise categories RS11110 to RS11120 and distribution channel RG10/R1 by requesting it manually. Business Example You want to inform your store about changes in your assortment. you will be able to: • Request assortment lists and set the corresponding control options. Display the settings for assortment list type S in Customizing. 1. Task 2: You are now dealing with the settings for the assortment list in Customizing. Where are these settings made? 2. 1. Now generate an assortment list of assortment list type S for site R1##. Display the assortment list you have created and check the sorting and the validity of your assortment list. and therefore you use a new assortment list for articles of certain merchandise categories. All rights reserved. 181 . Task 1: Generate a new assortment list.IRT310 Lesson: Assortment List Exercise 13: Assortment List Exercise Objectives After completing this exercise. Continued on next page 2006/Q2 © 2006 SAP AG.

2. All rights reserved. Continued on next page 182 © 2006 SAP AG. 1. 2006/Q2 . How long is the validity period of a generated assortment list? Task 3: In the assortment list profile you define how the assortment list should be sorted in the store in question. Which assortment list profile is assigned to store R1##? Display the settings for the assortment list type S in the assortment list profile RSUP in Customizing.Unit 5: Assortment Management IRT310 2. How often is a change version generated before a full version is sent to the store again? 3.

183 . ______________________________________________________ ______________________________________________________ 3. Which sorting procedure is used in profile RSUP in the assortment list type S? 4. Which three prerequisites must be fulfilled so that an article can be included in an assortment list. How can the SAP Retail assortment list support the MRP controller? Mention the assortment list functions and options. ______________________________________________________ 2006/Q2 © 2006 SAP AG. Are layout modules also analyzed in this assortment list setting? Task 4: Assortment list functions and options 1. Which ones are options important for planning by visual inspection? ______________________________________________________ ______________________________________________________ 2.IRT310 Lesson: Assortment List 3. How can articles be grouped together for an assortment list? Name the field in the article master data. All rights reserved. and so that an assortment list can be created for a store.

Display the assortment list you have created and check the sorting and the validity of your assortment list. -Site Assortment List Type Time Period for Selection Program → Execute Sorting is carried out according to vendor and merchandise category. 2006/Q2 . and the validity period is 5 days.Unit 5: Assortment Management IRT310 Solution 13: Assortment List Task 1: Generate a new assortment list. The settings for the validity and sorting are made in the assortment list profile for the assortment list type in Customizing. the merchandise categories RS11110 to RS11120 and distribution channel RG10/R1 by requesting it manually. All rights reserved. 1. Where are these settings made? a) Retailing: Master Data → Assortment/Listing → Assortment List → Display Sales Organization Distribution Channel Customer No. RG10 R1 R1## S Today RG10 R1 R1## RS11110 to RS11120 S Continued on next page 184 © 2006 SAP AG. -Plant Merchandise Category Assortment List Type Choose Program → Execute or F8 2. a) Retailing: Master Data → Assortment/Listing → Assortment List → Generate → Manual Selection: Sales Organization Distribution Channel Customer No. Now generate an assortment list of assortment list type S for site R1##.

the indicator for analysing the layout modules is not set.The articles are displayed in the assortment list sorted according to vendor.General → Assortment → Assortment → Assortment List Types How often is a change version generated before a full version is sent to the store again? Answer: Four times How long is the validity period of a generated assortment list? Answer: 7 days 3. Task 3: In the assortment list profile you define how the assortment list should be sorted in the store in question. Which sorting procedure is used in profile RSUP in the assortment list type S? Answer: Sorting procedure 4 .General → Assortment → Assortment List → Maintain Profile for Assortment Lists Select the assortment profile RSUP and choose Maintain assortment list profile parameters . Double-click the assortment list type S. 1.IRT310 Lesson: Assortment List Task 2: You are now dealing with the settings for the assortment list in Customizing. All rights reserved. 4. IMG: Logistics . a) 2. a) b) c) 3. 185 . Display the settings for assortment list type S in Customizing. Are layout modules also analyzed in this assortment list setting? Answer: No. material group and material number. Continued on next page 2006/Q2 © 2006 SAP AG. 1. Retailing: Master Data → Site Data → Site → Display Site R1## Go to the POS tab The assortment list profile is RSUP. IMG: Logistics . Which assortment list profile is assigned to store R1##? a) b) c) 2. Display the settings for the assortment list type S in the assortment list profile RSUP in Customizing.

Unit 5: Assortment Management

IRT310

Task 4:
Assortment list functions and options 1. How can the SAP Retail assortment list support the MRP controller? Mention the assortment list functions and options. Which ones are options important for planning by visual inspection? ______________________________________________________ ______________________________________________________ a) The assortment list supports the MRP controller in planning by visual inspection insofar as the assortment list can be printed out in paper form, can be sorted according to the layout and can contain the purchase order values.

2.

Which three prerequisites must be fulfilled so that an article can be included in an assortment list, and so that an assortment list can be created for a store. ______________________________________________________ ______________________________________________________ a) b) c) An assortment profile must be assigned to the store. An assortment list type must be assigned to the article. The article must be listed in the assortment of the store.

3.

How can articles be grouped together for an assortment list? Name the field in the article master data. ______________________________________________________ a) You can use the assortment list type to group together the articles (for example, assortment list type for food, fashion, and so on)

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IRT310

Lesson: Assortment List

Lesson Summary
You should now be able to: • Create an assortment list for the listed articles • Create different assortment list types for an individual cycle control in the system • Maintain various assortment list profiles for your stores

2006/Q2

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187

Unit Summary

IRT310

Unit Summary
You should now be able to: • Explain the terms assortment and listing, and their use in SAP Retail • Name the different ways of managing assortments • Decide which of these options are suitable for your assortment management • Name the different listing procedures and describe their options • Choose a suitable listing procedure to list articles • Create an assortment list for the listed articles • Create different assortment list types for an individual cycle control in the system • Maintain various assortment list profiles for your stores

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2006/Q2

Unit 6
Single Articles
Unit Overview
This unit explains how you can create an article master record, use the article fast entry, configure the article maintenance for each user, and discontinue articles.

Unit Objectives
After completing this unit, you will be able to: • • • • • • • • • • • • • • • • • • • Create an article master record Name the various article categories Explain the connection between the views of the article maintenance and the organizational units Maintain the individual views in the article master List the integrated mass maintenance options Describe what the article core master data is Explain how you can use the maintenance groups Explain the use of the article monitor Describe the different ways of copying the article Name and configure the maintenance and default options of the PRICAT function Edit a PRICAT catalog item Post a PRICAT catalog item Name the possible uses of the article list Describe the different kinds of article lists Create your own article lists Adapt the article master record to suit your individual needs Structure the data screens and combine them in screen sequences Select an article for logical and physical discontinuation at the end of its life cycle Describe the most important subsequent processing procedures in article discontinuation

2006/Q2

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Unit 6: Single Articles

IRT310

Unit Contents
Lesson: Creating Articles ......................................................191 Exercise 14: Creating Articles ............................................203 Exercise 15: - optional .....................................................217 Lesson: Article Fast Entry .....................................................224 Exercise 16: Article Fast Entry............................................233 Lesson: PRICAT ................................................................243 Exercise 17: PRICAT ......................................................249 Lesson: Article List..............................................................255 Exercise 18: Article List ...................................................263 Lesson: Configuring the Article Master ......................................267 Exercise 19: Configuring the Article Master ............................275 Lesson: Article Discontinuation ...............................................282 Exercise 20: Article Discontinuation .....................................289

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2006/Q2

IRT310

Lesson: Creating Articles

Lesson: Creating Articles
Lesson Overview
This lesson describes how you can create an article master record.

Lesson Objectives
After completing this lesson, you will be able to: • • • • Create an article master record Name the various article categories Explain the connection between the views of the article maintenance and the organizational units Maintain the individual views in the article master

Business Example
You include a new article in your assortment and you need to maintain the data necessary for supply chain processes. The employees who work with the article master in different areas should only be able to process the data that is relevant to them. Your stores are regularly informed about changes to existing articles and any new articles that are being added to your assortment. Due to a particular article's poor sales figures, you decide to remove it from your store's assortment.

Structuring the Article Master

Figure 84: Article Master Record Definition

2006/Q2

© 2006 SAP AG. All rights reserved.

191

Unit 6: Single Articles

IRT310

Figure 85: Article Categories

Single articles are articles that don't have any characteristics in common with other articles, for example unscented cleaning agents. Generic articles with variants are articles that only differ from one another in certain characteristics values, for example, colors or sizes. Structured articles are made up of several different articles. You must enter components and quantities which are used for the components in the structured articles. The display is a number of single articles or variants of one or more generic articles, which is purchased as an individual article, and therefore has as an article number and purchasing price, and purchase price conditions. The manufacturer or vendor prepares the display. A sales set is a number of single articles or variants of one or more generic articles, which is sold as an individual article, and therefore has an own article number and sales price, and sales price conditions. Purchasing sets are already purchased as sets, are managed as a set right through the supply chain and are sold as a 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 purchase price conditions. Unlike displays, the components of a prepack must belong to the same merchandise category as the prepack itself.

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Unnecessary data storage is avoided when all data is stored in a single database object. control data for internal processes (for example. All rights reserved. 193 . Important logistics data for the distribution centers and stores is recorded in the logistics views. characteristics from merchandise categories and possibly other freely definable classification data. an article master record contains data from other areas that are relevant for the article. In listing. The POS (Point of Sale) data contains POS-specific data in addition to POS receipt texts. validity data. 2006/Q2 © 2006 SAP AG. article groupings. which is valid regardless of the vendors who supply the article or the sites in which the article is carried. different texts. These areas are called user departments in the article master. a connection is created between articles and vendors/purchasing organizations. The sales data contains sales prices and internal control data for shipping.IRT310 Lesson: Creating Articles Figure 86: Article Maintenance Views The basic data of an article incorporates all client-wide-valid data of an article. In addition to article-relevant data. you determine in which sites an article is to be carried and in which period inbound deliveries can be received and sales are possible. EANs. The following belong to the basic data: units of measure. assortment list types). Sales data controls the sale of an article in a distribution chain. In the purchasing data. It includes requirements planning parameters and forecasting data.

Unit 6: Single Articles IRT310 Figure 87: Organizational Levels and Views Possible organizational data entries for the individual views: • • • There are no restrictions to basic data. Don't specify one particular site or distribution center in the initial screen. instead always maintain the data of the reference site. sales data can be maintained at site level or price list level (wholesale customers). You can restrict the listing when you access the article master: sales organization and distribution channel . 194 © 2006 SAP AG. or for the reference sites. You have the option of restricting the validity to a site and/or vendor sub-range (VSR). you must enter a purchasing organization and a vendor. There is a reference distribution center and a client-wide valid reference store or reference stores at distribution chain level. Reference sites are defined in Customizing. 2006/Q2 . The logistics data can be maintained for one distribution center or one store. Additionally. If it is maintained for the reference sites. then it is automatically maintained for all sites. In order to be able to create purchasing data. Sales data can only be maintained for the combination sales organization distribution channel. You must enter at least a distribution chain to completely maintain the POS data. All rights reserved. • • • The data that is maintained in a view can be valid for various organizational levels.

The merchandise category reference article is automatically determined from the merchandise category when the new article is created. All data that has been created for the reference articles can be made available. The merchandise category reference article is a template for all articles created in that merchandise category. 195 . All rights reserved. forecast values.IRT310 Lesson: Creating Articles Figure 88: Reference Article Due to the large amount of data in the article maintenance. consumption values. templates are available when you create article master records. except EANs. Reference articles provide default values when you create and enhance article data. You can override this merchandise category reference article by specifying another article as a template. and prices and conditions (for purchasing and sales). 2006/Q2 © 2006 SAP AG.

All rights reserved. 196 © 2006 SAP AG. Every article master record has to be assigned to just one article type. 2006/Q2 .Unit 6: Single Articles IRT310 Figure 89: How an Article is Created Article Types Figure 90: Article Types Articles with similar attributes are divided into groups and assigned to an article type.

197 . or article types can be added. All rights reserved.IRT310 Lesson: Creating Articles Article types can be defined in Customizing. Certain article types common to retail are delivered in the standard system. Usually the trading goods (HAWA) article type is used for articles from the non-food and hardware area.Control Options The article type determines: • • • • • • • Which user areas (user departments) can be entered for articles of this article type What type of procurement is allowed What type of inventory management is planned for the article (quantity/value-update) Which stock and consumption accounts are assigned Whether the article number is assigned internally or externally Which fields are available in a screen and how they are to be populated valuation details: group of valuation classes in the account category reference. Figure 91: Article Types . price control (moving average price. standard price) 2006/Q2 © 2006 SAP AG. but these can be changed or deleted at any time.

You determine the number range intervals for groups. you have already determined whether or not an external number assignment is to be checked by a number range. As an attribute of the article type. The intervals for external the number assignment check can be determined numerically and alphanumerically. This means that several article types can have the same number range intervals. If you assign an article type to a group then you can therewith determine an internal and an external number range interval for each article type.Unit 6: Single Articles IRT310 Number Assignment Figure 92: Number Assignment You have to provide a unique number every time you create an article master record. The number that has been assigned can be found within the permitted number range interval. 198 © 2006 SAP AG. • External Number Assignment: In this case. If you group together several article types into one group. then you can also determine an internal and an external number range interval. the SAP system assigns the numbers. There are two types of number assignment: • Internal Number Assignment: In this case. the user assigns the numbers. You assign one or more article types to each group. in the activity Define Attributes of Article Types. All rights reserved. 2006/Q2 .

The check-digit algorithm issues the check-digit in an internally assigned number and checks the check-digit when an EAN is keyed in. Mass maintenance tools are made available for this purpose.and weight-EANs you must enter your own number ranges in a special number range object (EANGEWICHT) and choose the relevant check algorithms. You can use these tools to change a large number of master data records at once. If you do this. Mass Changes to Master Data The maintenance of master data (for example for vendors or purchase orders) can take a very long time if you have to carry out every change individually. and if the system then automatically updates all data records in question. several vendors with vendor EANs for an article and a separate internal EAN). An EAN uniquely identifies an article in a specific unit of measure. and so on). delivery unit. The EAN category controls the assignment and checking of an EAN entered in the system. • To assign perishables. 2006/Q2 © 2006 SAP AG. • The next free number is determined from the number range (in case of internal assignment) and a number keyed in is checked against the number range when an external number range was specified in the EAN category. 199 . You can edit the master data much quicker if you only have to carry out a change once. one EAN needs to be flagged as the main EAN (for example. It is also possible to assign several EANs to one unit of measure. All rights reserved. You can create a European Article Number (EAN) for each existing unit of measure of an article (order unit.IRT310 Lesson: Creating Articles Figure 93: European Article Number (EAN) Different units of measure can be used when dealing with an article.

the object is already set by default. or if you want to execute the changes in the background. However. and select Change field values. the mass maintenance transaction is also integrated into the individual area menus (for example. In the next step. Enter the new value in the relevant column. In this case. The system selects the data records. Save the changes you have made. a workflow later informs you that the changes have been carried out. Master Data → Vendor Data → Environment → Mass Maintenance). The system does not carry out any changes that would lead to data inconsistencies. you select the tables that are to be changed. and records this in the log. If you continue to work online. you must select the object that is to be changed (for example. the customer) is already set by default.selecting all articles. In this case. 2006/Q2 . from the article master menu area) or by choosing Logistics -> Central Functions -> Mass Maintenance. the system may ask if you want to continue to work online. select the fields that are to be changed. the object type that is to be changed (for example. If you choose the second option. select the column header and the data records that are to be changed. All rights reserved. As the next step. The system issues a log about the 200 © 2006 SAP AG. The system carries out a consistency check for the changed data. by -for example . customer or vendor). Depending on the number of data records that are selected. the system displays the selected data records. with their short texts containing the character string “screw”.Unit 6: Single Articles IRT310 Figure 94: Mass Maintenance of Master Data You can call such a tool from various master data transactions (for example. If you call one of these tools from the master data maintenance. You call the mass maintenance tool by choosing Logistics → Central Functions → Mass Maintenance. You restrict the data records that are to be changed.

Transaction MASS_MARC is used to change logistics data. To do this. but there are other. You do have the option of changing articles.IRT310 Lesson: Creating Articles changes that have been carried out. better performing mass maintenance tools. All rights reserved. 201 . select Change object. You should only use this mass maintenance tool to change customer or vendor master data. In certain applications. 2006/Q2 © 2006 SAP AG. and about any errors that have occurred. you can call up the objects that contain errors in change mode to correct the errors. The Integrated Mass Change (transaction WRFMASSMAT) can be used to change other article data.

2006/Q2 .Unit 6: Single Articles IRT310 202 © 2006 SAP AG. All rights reserved.

To reduce the time and effort involved in this work. Enter this as the article short text. you will be able to: • Create a single article for an existing merchandise category Business Example You add chocolate cookies to your assortment and therefore create a new article master record in the system. 40cm wide and 30cm high.IRT310 Lesson: Creating Articles Exercise 14: Creating Articles Exercise Objectives After completing this exercise. 203 . which is required each time you make changes. Continued on next page 2006/Q2 © 2006 SAP AG. and POS views. The base unit of measure for the article is each (piece). The carton is 60cm long. The article has the description: Chocolate cookies 250g packet. Task 1: Create an article master record for your new article. The article number A1## should be assigned to the article. The article is delivered by vendor RS1103 and the responsible purchasing organization is R300. and flag carton as an order unit. you go to the Basic Data view of the article. 2. 1. Logistics: Distribution Center. 3. the cookies have a gross weight of 260 grams and a net weight of 250 grams. You create the article with the article type HAWA in the merchandise category RS11310 (Cookies/Crackers) with the article category 00 Single Article. All rights reserved. You usually work in the Basic Data and Listing views with the distribution chain RG10/R1. The cookies are always ordered in cartons containing 24 pieces. You want to create measurements for packing in cartons. Assign the unit of measure CAR to the article with the corresponding conversion in pieces. 1. Sales. Task 2: If you confirm your entries by choosing Enter. In the unit of measure EA. 2. Logistics: Store. you want to permanently retain this selection. You also want to maintain the Purchasing. 3.

1. Let the system assign an internal EAN. 5. All rights reserved. Create the appropriate unit of measure for this. You use your own instore EANs for base units of measure. You copy the proposed listing period for the stores and distribution centers. to reduce the number of listing conditions. 2. 2. Therefore you display all assortments that are proposed for listing. Which unit of measure is defaulted as the order unit of measure? ______________________________________________________ You want to be able to order the chocolate cookies in cartons and in pallets. 1. 9999. you do not include local assortments in your article listings. 5. you can purchase the cookies by the pallet. Now execute listing. Your article is going to be included in all the general assortments of the distribution chain RG10/R1. 6. In the listing view. Alternatively. Task 4: Now enter the purchasing data of the article. 4.Unit 6: Single Articles IRT310 4. but only if the merchandise category with the assortment grade of the article is also assigned to the corresponding assortment. View the listing result and copy all proposed assortments. Task 3: Then maintain the listing view of the article. 3. Which indicator should you choose? Continued on next page 204 © 2006 SAP AG. As you have recently decided to use the general assortments for your stores. Go to the Purchasing view and maintain the vendor-relevant data. You also want to decide manually for which assortments the article will be listed. Which listing procedure do you choose for distribution centers and for stores? ______________________________________________________ 3. 2006/Q2 . However. the article is sold in stores from the 1st of the following month until December 31. Select the EAN category provided for this unit of measure. you determine to which assortments the article should be assigned. so that each pallet contains 432 cartons of cookies.

1.IRT310 Lesson: Creating Articles 4. What markup does the system calculate now? You want to use the price 0. 205 . 2.75 each with your vendor. Call the Sales view. you must confirm the error message: There is no reference store for distribution chain RG10/R1 and then clear the Sales Organization and Distribution Channel fields in the Validity Area dialog box. Task 5: You now maintain all purchasing-related data of the article. To do this. Continued on next page 2006/Q2 © 2006 SAP AG.89 USD as the sales price. go to the Logistics: store tab. 5. What is this price? ______________________________________________________ What is the markup with which the system calculates this price? ______________________________________________________ You change the final price of the article to 0. Which RP type is used to plan the article for distribution centers? The article is ordered every Wednesday from the vendor for the distribution centers. All rights reserved.89 USD/EA. 6. Now enter logistics data for the stores. Task 6: You now enter the logistics data for the article. Ensure the indicator for saving the calculated prices has been set. 1. 2. Which key determines this setting? ______________________________________________________ 3. and you define this net purchasing price in the system. The system sets a default sales price for the article. Now maintain the logistics data for the distribution centers. Which purchasing group is set by default? The minimum purchase order quantity for the vendor is 5 cartons. The planned delivery time is 3 days. The article belongs to the vendor subrange 000001 (Cookies). Since an explicit reference store is not maintained for distribution chain RG10/R1. 5. Which purchasing price does the system default as the basis for calculating the sales price? ______________________________________________________ Which unit of measure is the purchasing price based on? ______________________________________________________ 3. 4. You have negotiated a net purchasing price of USD 0.

2006/Q2 . Go to the Layout Modules screen and check whether your article A1## has already been assigned to a layout module. 5. 206 © 2006 SAP AG. you want to make some changes to your article data. Which texts can you maintain for this article using the additional data? ___________________________________________ 6. To do this. Create this till receipt text in your own language for the unit of measure “EA”. now maintain some data especially relevant for the POS management. The manufacturer EAN is a 12-digit number with a check digit in accordance with the standard EAN check digit algorithm (a total of 13 digits). enter the first 12 digits of the manufacturer EAN (3000000000##) and let the system default the check digit automatically. there should be a till receipt text which says: Chocolate Cookies. Task 7: Finally. choose the POS tab. At the cash register. the article should always be ordered from a distribution center by means of a stock transfer. In the stores. Then assign layout module 4 (General module) to the article. 250g. All rights reserved. To do this. Where can you enter more EANs for the unit of measure EA? What do you have to look out for when allocating several EANs for the same unit of measure? ___________________________________________ 4. 1. Task 8: After you have created your article. Which key controls this? ______________________________________________________ Select the appropriate key for your article. 2.Unit 6: Single Articles IRT310 4. 1. Select the EAN category provided for this. call the article master of article A1## again. Create the manufacturer EAN for the unit of measure carton. 3. Save your article. Go back to the Basic data and save your article.

You also want to maintain the Purchasing. Logistics: Distribution Center. All rights reserved. a) Sales Organization Distribution Channel b) c) d) Choose Default Areas of Validity Select the Basic Data and Listing views Choose Default Views RG10 R1 3. Logistics: Distribution Center. Sales. To reduce the time and effort involved in this work. Purchasing Organization Vendor R300 RS1103 Continued on next page 2006/Q2 © 2006 SAP AG. Logistics: Store and POS views. perishables) RS11310 00 Single article You usually work in the Basic Data and Listing views with the distribution chain RG10/R1. which is required each time you make changes. The article is delivered by vendor RS1103 and the responsible purchasing organization is R300. and POS views. The article number A1## should be assigned to the article. you want to permanently retain this selection. a) Retailing: Master Data → Article Data → Article → Create Article Article Type Merchandise Category Article Category 2. Logistics: Store. 1. a) Also select the Purchasing. A1## HAWA Trading goods (excl. You create the article with the article type HAWA in the merchandise category RS11310 (Cookies/Crackers) with the article category 00 Single Article. 207 .IRT310 Lesson: Creating Articles Solution 14: Creating Articles Task 1: Create an article master record for your new article. Sales.

you go to the Basic Data view of the article. and flag carton as an order unit. The base unit of measure for the article is each (piece). 2006/Q2 . The article has the description: Chocolate cookies 250g packet. The cookies are always ordered in cartons containing 24 pieces. a) Article Short Text Chocolate cookies 250g packet 2. Continued on next page 208 © 2006 SAP AG. 3. All rights reserved. 1.Unit 6: Single Articles IRT310 Task 2: If you confirm your entries by choosing Enter. set the radiobutton for OUn to CAR. Enter this as the article short text. a) AUoM Number LUn b) CAR 24 EA To flag cartons as an order unit of measure. Assign the unit of measure CAR to the article with the corresponding conversion in pieces. In the unit of measure EA. the cookies have a gross weight of 260 grams and a net weight of 250 grams.

40cm wide and 30cm high. All rights reserved. a) In the field group Units of measure/EANs/dimensions. Create the appropriate unit of measure for this. Select the EAN category provided for this unit of measure. scroll across and for the unit of measure EA enter the following data in the relevant fields: Gross Weight Net Weight Wt b) 250 260 G In the field group Units of measure/EANs/dimensions. You use your own instore EANs for base units of measure. you can purchase the cookies by the pallet. The carton is 60cm long. Check screen data Confirm the warning message by choosing Check screen data Continued on next page 2006/Q2 © 2006 SAP AG. Alternatively.IRT310 Lesson: Creating Articles You want to create measurements for packing in cartons. so that each pallet contains 432 cartons of cookies. a) b) c) In the Ct field. scroll back and for the unit of measure CAR enter the following data in the relavant fields: Length Width Height Unit of Dimension 60 40 30 cm 4. 209 . Let the system assign an internal EAN. enter IE for unit of measure EA. a) AUoM Number LUn PAL 432 EA 5.

Therefore you display all assortments that are proposed for listing. to reduce the number of listing conditions. checkbox Choose Execute Listing Choose Copy Continued on next page 5. B1 B1 You copy the proposed listing period for the stores and distribution centers. 2006/Q2 . a) 210 © 2006 SAP AG. Go to the Listing tab Your article is going to be included in all the general assortments of the distribution chain RG10/R1. you do not include local assortments in your article listings. but only if the merchandise category with the assortment grade of the article is also assigned to the corresponding assortment. a) For sale from For sale till <1st of the following month> December 31. However. a) 2. In the listing view. 1. Which listing procedure do you choose for distribution centers and for stores? ______________________________________________________ a) LP for store categories LP for distribution center category 3. Now execute listing. the article is sold in stores from the 1st of the following month until December 31. you determine to which assortments the article should be assigned. 9999 4. All rights reserved.Unit 6: Single Articles IRT310 Task 3: Then maintain the listing view of the article. a) b) Select the Maint. a) Deselect the Local Assortments Also checkbox You also want to decide manually for which assortments the article will be listed. 6. As you have recently decided to use the general assortments for your stores. 9999. assorts man. View the listing result and copy all proposed assortments.

1. a) Go to the Purchasing tab Which unit of measure is defaulted as the order unit of measure? ______________________________________________________ a) 3.75 each with your vendor.75 USD each Task 5: You now maintain all purchasing-related data of the article. 000001 5 3 R30 You have negotiated a net purchasing price of USD 0. Go to the Purchasing view and maintain the vendor-relevant data. and you define this net purchasing price in the system. Call the Sales view. 2. Deliv. The planned delivery time is 3 days. Variable Order Unit = 1 The article belongs to the vendor subrange 000001 (Cookies). 211 . a) Net Price 0. 2. Which indicator should you choose? a) 4. Order Unit Carton (CAR) You want to be able to order the chocolate cookies in cartons and in pallets.IRT310 Lesson: Creating Articles Task 4: Now enter the purchasing data of the article. Which purchasing group is set by default? The minimum purchase order quantity for the vendor is 5 cartons. All rights reserved. a) Vendor Minimum Qty Pl. a) Go to the Sales tab Which purchasing price does the system default as the basis for calculating the sales price? ______________________________________________________ Which unit of measure is the purchasing price based on? Continued on next page 2006/Q2 © 2006 SAP AG. Time PurchasingGroup 5. 1.

RP Type 2. Now maintain the logistics data for the distribution centers. You change the final price of the article to 0. 2006/Q2 . RP Parameters subscreen. a) Set the Save Calculated Price indicator.89 USD as the sales price. Net purchasing price = 0. All rights reserved. R1= Time-phased planning The article is ordered every Wednesday from the vendor for the distribution centers. You want to use the price 0.89 USD/EA. 4.667%.99 USD/EA. Which RP type is used to plan the article for distribution centers? a) Logistics: DC tab.Unit 6: Single Articles IRT310 ______________________________________________________ a) 3. What is the markup with which the system calculates this price? ______________________________________________________ a) 32% 5. What markup does the system calculate now? a) Final price The new markup is now 18. based on the base unit of measure EA. Which key determines this setting? ______________________________________________________ a) In the Stock planner/replenishment data subscreen: Planning cycle P02 = Order Day Wednesday Continued on next page 212 © 2006 SAP AG. Ensure the indicator for saving the calculated prices has been set. Task 6: You now enter the logistics data for the article. The system sets a default sales price for the article.89 6. 0. What is this price? ______________________________________________________ a) The proposed final price is 0. 1.75 USD.

there should be a till receipt text which says: Chocolate Cookies. In the stores. Which key controls this? ______________________________________________________ Select the appropriate key for your article. Create this till receipt text in your own language for the unit of measure “EA”. Save your article. you must confirm the error message: There is no reference store for distribution chain RG10/R1 and then clear the Sales Organization and Distribution Channel fields in the Validity Area dialog box. Now enter logistics data for the stores. Since an explicit reference store is not maintained for distribution chain RG10/R1.IRT310 Lesson: Creating Articles 3. Task 7: Finally. 1. To do this. a) b) Logistics: store tab Confirm the error message by choosing Enter and then clear the Sales Organization and Distribution Channel fields in the Validity Area dialog box. 250g Continued on next page 2006/Q2 © 2006 SAP AG. 213 . To do this. choose the POS tab. 250g. All rights reserved. a) Go to the Stock planner/replenishment data subscreen Supply source 2 (Stock Transfer) This means that an internal supply source (a distribution center) is required in the case of procurement transactions for stores. a) Language AUn Till receipt b) Article → Save EN EA Chocolate cookies. the article should always be ordered from a distribution center by means of a stock transfer. now maintain some data especially relevant for the POS management. go to the Logistics: store tab. 4. At the cash register.

Select the EAN category provided for this. One EAN for each unit of measure must be selected as the main EAN (indicator: M). a) Retailing: Master Data → Material Data → Material → Change Article 2. Where can you enter more EANs for the unit of measure EA? What do you have to look out for when allocating several EANs for the same unit of measure? ___________________________________________ a) b) Choose Additional data and go to the Additional EANs tab. a) Choose Additional Data and the go to the Layout Modules tab. a) b) c) d) For the unit of measure Carton in EAN/UPC. Alt.Unit 6: Single Articles IRT310 Task 8: After you have created your article. Which texts can you maintain for this article using the additional data? ___________________________________________ a) Short text. Sales text. call the article master of article A1## again. Go to the Layout Modules screen and check whether your article A1## has already been assigned to a layout module. enter 3000000000##. 2006/Q2 . enter the first 12 digits of the manufacturer EAN (3000000000##) and let the system default the check digit automatically. To do this. The manufacturer EAN is a 12-digit number with a check digit in accordance with the standard EAN check digit algorithm (a total of 13 digits). Inspection text Continued on next page 214 © 2006 SAP AG. you want to make some changes to your article data. A1## Create the manufacturer EAN for the unit of measure carton. Then assign layout module 4 (General module) to the article. 1. For Ct enter HE Select the indicator AP (determine check digit for EAN automatically) Choose Check Screen Data 3. Basic data text. Unit Layout Module EA 4 5. 4. All rights reserved.

215 . a) b) Choose Main Data Material → Save 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Creating Articles 6. All rights reserved. Go back to the Basic data and save your article.

All rights reserved. 2006/Q2 .Unit 6: Single Articles IRT310 216 © 2006 SAP AG.

10000300 10000301 . 1.10001400 10001401 . 217 .10001300 10001301 .10000400 10000401 . the interval areas are defined as follows: Group 01 Group 02 Group 03 Group 04 Group 05 Group 06 Group 07 Group 08 Group 09 Group 10 Group 11 Group 12 Group 13 Group 14 Group 15 10000101 .10001100 10001101 .10000900 10000901 .optional Exercise Objectives After completing this exercise.10000500 10000501 . All rights reserved. Task 1: Define a new EAN category that is to use its own number range.10000700 10000701 . you will be able to: • Define internal number range intervals for EANs • Define the attributes of the EAN • Use the EAN in the article master Business Example In future. select 20+ <your group number ##>.10001500 10001501 .10001600 Continued on next page 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Creating Articles Exercise 15: .10001200 10001201 .10000800 10000801 .10000600 10000601 . As the interval number. you need to create a number range for the EANs you define yourself. you would also like to manage self-defined EANs for your article in the system. Firstly.10000200 10000201 .10001000 10001001 .

The number range object for your EAN should be EUROPARTNR and you should use the number range created under 1 as the internal number range. Hint: When you save. Do not save the change to your article. The EAN category number corresponds to your group number: Your EAN category has the description Test EAN Group##. What does the current number field mean? Use the F1 Help to make a note of this.10001700 10001701 . Only check the EAN that is set by default. Task 2: You now want to use the EAN category you just created to assign your own EANs to your articles. 2. Assign the EAN category that you created to the new unit of measure.10001900 The inserted number range interval must be assigned internally. 1. 2006/Q2 . Create the new unit of measure PAC for the article A1## (1 PAC [pack] = 72 pc [pieces]). All rights reserved. 218 © 2006 SAP AG.Unit 6: Single Articles IRT310 Group 16 Group 17 Group 18 10001601 . You now wish to create your own EAN category. a transport system message appears that you can ignore by choosing Enter. Enter the standard EAN check digit algorithm as the check digit algorithm.10001800 10001801 . 2.

you need to create a number range for the EANs you define yourself.10001900 The inserted number range interval must be assigned internally.10000500 10000501 . Firstly. a transport system message appears that you can ignore by choosing Enter.10000300 10000301 .10001800 10001801 .10000200 10000201 . Continued on next page 2006/Q2 © 2006 SAP AG.10001300 10001301 .10001000 10001001 .10001100 10001101 .10001500 10001501 .10000800 10000801 .10000400 10000401 . the interval areas are defined as follows: Group 01 Group 02 Group 03 Group 04 Group 05 Group 06 Group 07 Group 08 Group 09 Group 10 Group 11 Group 12 Group 13 Group 14 Group 15 Group 16 Group 17 Group 18 10000101 .10001400 10001401 . select 20+ <your group number ##>.10000900 10000901 . Hint: When you save. All rights reserved. 1.10000700 10000701 .10001700 10001701 . As the interval number.10000600 10000601 .10001200 10001201 . What does the current number field mean? Use the F1 Help to make a note of this. 219 .optional Task 1: Define a new EAN category that is to use its own number range.IRT310 Lesson: Creating Articles Solution 15: .10001600 10001601 .

the interval areas are defined as follows: Group 01 Group 02 Group 03 Group 04 Group 05 Group 06 Group 07 Group 08 Group 09 Group 10 Group 11 Group 12 Group 13 Group 14 Group 15 Group 16 Group 17 Group 18 10000101 .10001900 b) c) d) Do NOT select the Ext checkbox. choose Enter to confirm it. All rights reserved.10000900 10000901 .10001200 10001201 .10001800 10001801 .10000200 10000201 .10001000 10001001 . What is the significance of the Current number field (F1)? In the case of internal number range intervals. Save Hint: When you save. Continued on next page e) f) 220 © 2006 SAP AG.10001700 10001701 .10000700 10000701 .10001300 10001301 . a transport system message appears.10001600 10001601 . select 20+ <your group number ##>. the Current number field contains the last number that was assigned last.10000500 10000501 .Unit 6: Single Articles IRT310 a) IMG: Logistics .10000600 10000601 . 2006/Q2 .10001400 10001401 .General → Material Master → Settings for Key Fields → International Article Numbers (EANs) → Define Number Ranges for EANs/UPCs Choose Change intervals → Edit → Insert interval As the interval number.10001500 10001501 .10000400 10000401 . Use F3 (green arrow) to go back.10000300 10000301 .10001100 10001101 .10000800 10000801 .

a) IMG: Logistics . In the Units of measure/EANs/dimensions field group: AUoM Number LUn PAC 72 EA Continued on next page 2006/Q2 © 2006 SAP AG. d) Table View → Save ## EAN Group ## EUROPARTNR <number range created under 1> 1 b) c) Task 2: You now want to use the EAN category you just created to assign your own EANs to your articles. 1. Create the new unit of measure PAC for the article A1## (1 PAC [pack] = 72 pc [pieces]). number range Check-digit algor. The number range object for your EAN should be EUROPARTNR and you should use the number range created under 1 as the internal number range.General → Material Master → Settings for Key Fields → International Article Numbers (EANs) → Define Attributes of EANs/UPCs Choose New Entries Make the following entries: EAN Category Description Number range object Int. All rights reserved. You now wish to create your own EAN category. The EAN category number corresponds to your group number: Your EAN category has the description Test EAN Group##. 221 .IRT310 Lesson: Creating Articles 2. a) b) c) Retailing: Master Data → Material Data → Material → Change Select the Basic data view. Enter the standard EAN check digit algorithm as the check digit algorithm.

a) b) c) Enter the EAN category ## in the Ct field Choose Enter Check that the number range interval that you created is now taken into account and that the check number is correct. Do not save the change to your article. 222 © 2006 SAP AG.Unit 6: Single Articles IRT310 2. Only check the EAN that is set by default. 2006/Q2 . All rights reserved. Assign the EAN category that you created to the new unit of measure. Do NOT save the entries you have made.

All rights reserved. 223 .IRT310 Lesson: Creating Articles Lesson Summary You should now be able to: • Create an article master record • Name the various article categories • Explain the connection between the views of the article maintenance and the organizational units • Maintain the individual views in the article master 2006/Q2 © 2006 SAP AG.

Article Core Master Data Article core master data are regular articles that are generated by an external application. these articles only have the article segments or article data that is required in the purchase order. for example. 2006/Q2 . In this way. this function is integrated into the SAP Retail Purchase Order Manager function. You should be able to create and change articles as efficiently as possible. you will be able to: • • • • • List the integrated mass maintenance options Describe what the article core master data is Explain how you can use the maintenance groups Explain the use of the article monitor Describe the different ways of copying the article Business Example You work as a purchasing agent in a company and are also responsible for maintaining articles. When the relevant settings are made. Figure 95: Article Core Master Data: Definition 224 © 2006 SAP AG. This means that the user can create missing articles without exiting from the purchase order function.Unit 6: Single Articles IRT310 Lesson: Article Fast Entry Lesson Overview Using the different options for article fast entry Lesson Objectives After completing this lesson. All rights reserved.

225 . You can use this status to select article core master data directly in the article monitor for the further processing. Figure 96: Article Core Master Data: Maintenance Maintenance Groups Maintenance groups are required to create article core master data and to maintain articles via integrated of the mass maintenance.IRT310 Lesson: Article Fast Entry To be able to use such articles in all functions. you should flag core master data with an entry in the Creation Status field on the Basic data view of the article (Table MARA). All rights reserved. To distinguish between articles that were generated with the standard function. they must be completed. 2006/Q2 © 2006 SAP AG.

A field group contains all fields that must be maintained together. you can maintain the cross-site maintenance status and the corresponding date at the same time. In Customizing. To uniquely identify article core master data. You have the option of creating customer-specific field groups. This creation status is used in the article monitor to select article core master data that must be completed. in which default values are maintained for the fields in the field group. this means that both fields are assigned to a field group. Different field groups can be assigned to these maintenance groups. In order to achieve an application-specific separation of the fields to be maintained. Field groups can be assigned to several maintenance groups. For example. For each maintenance group. All rights reserved. 226 © 2006 SAP AG. a template should be used to assign a value in the Creation Status field.Unit 6: Single Articles IRT310 Figure 97: Maintenance Groups: Definition A maintenance group contains a number of fields that can be maintained. one or more templates can be created. 2006/Q2 . for each application one or more maintenance groups can be created. the fields are grouped together into field groups according to their dependencies.

you use maintenance groups to.which fields are used or displayed in individual applications. for example. determine fields that are displayed in the results list.IRT310 Lesson: Article Fast Entry Figure 98: Ways to use Maintenance Groups Maintenance groups make it easier to edit or display articles by restricting the number of available fields. for example. flexibly define the fields that are displayed for processing. you use maintenance groups to.via the assigned field groups . You can use maintenance groups to define . • 2006/Q2 © 2006 SAP AG. All rights reserved. • When processing Article Core Master Data and in the Integrated Mass Change. 227 . In the Article List and in the Article Monitor.

Save the changes you have made.searching for all articles. the object type that is to be changed (for example. by . All rights reserved. and so on) or by choosing Logistics -> Central Functions -> Mass Maintenance.for example .Unit 6: Single Articles IRT310 Figure 99: Mass Maintenance of Master Data You can call such a tool from various master data transactions (for example. the object is already set by default. 2006/Q2 . the short text of which contains the character string “bolt”. You call the mass maintenance tool by choosing Logistics → Central Functions → Mass Maintenance. If you call one of these tools from the master data maintenance. the markdown planning master. the customer) is already preconfigured. The system selects the data records. Depending on the number of data records that are found. In this case. The system carries out a consistency check for the changed data. The system issues a log about the 228 © 2006 SAP AG. If you choose the second option. Now select the tables that are to be changed. and records this in the log. You restrict the data records that are to be changed. from the article master. Then select the tables that are to be changed. However. the mass maintenance transaction is also integrated into the individual area menus (for example. the system displays the selected data records. Enter the new value in the relevant column. select the column header and the data records that are to be changed and select Change field values. a workflow later informs you that the changes have been carried out. Master Data → Vendor Data → Environment → Mass Maintenance). If you continue to work online. In this case. you must select the object that is to be changed (for example. customer or vendor). or if you want to execute the changes in the background. The system does not carry out any changes that would lead to data inconsistencies. the system asks if you want to continue to work online.

Only the integrated mass maintenance application gives you the option of temporarily changing maintenance groups. The structure of the integrated mass change is based on the structure of the logistics/replenishment mass maintenance. You can execute the integrated mass change as an independent function or from other functions. and here the maintenance levels correspond to the article master views Basic Data/Purchasing/Sales/Logistics/POS. but there are other. which means that you can add additional changeable fields. Every field is assigned to a maintenance level. the maintenance level Sales has the sublevels RG10/R1 and RG10/R5. In certain applications. The currentlz maintained organization levels for the selected articles are displayed as sublevels of the maintenance levels in question. the relevant articles appear in list format on the right-hand side of the screen. the maintenance levels are displayed on the left-hand side of the screen. In other words. 229 . To do this. if the selected article is maintained for the distribution chain RG10/R1 and RG10/R5. After you selected the articles that are relevant for the change. for example from the article monitor. 2006/Q2 © 2006 SAP AG. and about any errors that have occurred. You do have the option of changing articles too. The changeable fields are restricted when you use maintenance groups. better performing mass maintenance tools for this purpose. Transaction MASS_MARC is used to change logistics data. After you select a maintenance or sublevel. You should only use this mass maintenance tool to change customer or vendor master data. The maintenance dialog allows you to change basic article data and additional data.IRT310 Lesson: Article Fast Entry changes that have been carried out. All rights reserved. Article Monitor The article monitor makes it easier to promptly add further master data to the article core master data. Integrated Mass Change • • • The integrated mass change is a simple and quick way of changing existing articles. such as info records. which means that it can be operatively used as a complete article in all applications. select Change Object. The fields that are to be changed are determined by a maintenance group. You can use the Integrated Mass Change transaction (transaction WRFMASSMAT) to change other article data. you can call up the objects that contain errors in change mode to correct the errors. You can also create a user-specific default maintenance group for the mass maintenance.

in order to select certain article core master data. The result is displayed in a list. you can also copy additional master data. All rights reserved. 230 © 2006 SAP AG. In addition to the main article data. • • The article copy function allows you to simply and quickly create new articles on the basis of the data of a source 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). An article list can also be generated from the selected article core master data. thereby creating an identical article. in which the columns are determined by a maintenance group. Pricing reference articles in generic articles and EANs are not copied. Article Copy You can use this function to copy article master records to create new article master records or change existing ones. To complete the article. purchasing and sales conditions.Unit 6: Single Articles IRT310 Figure 100: Article Monitor Restrictions are defined in a selection screen. You can then use transaction MM42 to change this article (for example. 2006/Q2 . such as purchasing info records. you can navigate from this list to the new mass maintenance. and replenishment data. In contrast to creating a new article using a reference article. the article text). the article type change transaction or the article maintenance transaction. The article copy function gives you the option of copying a source article with all created segments and data. bills of material.

You can carry out this assignment at different levels. change and delete existing assignments of follow-up or replacement articles to original articles. while a replacement article only replaces an original article for a certain period of time. 2006/Q2 © 2006 SAP AG. You have the following options when copying articles: • • Copying a source article All field values of the selected segments are copied. 231 . for example. All rights reserved. and one or more replacement articles. via local assortments for a site and via general assortments for a group of sites or for all sites. A follow-up article permanently replaces an original article. Follow-Up/Replacement Article You can assign one or more follow-up articles.IRT310 Lesson: Article Fast Entry Figure 101: Article Copy Options When you create and change article master records. Copying a source article with no different fields Copying all field values of the source article with no differences at variant or site level. you can determine which data of the source article the system copies. to an article (the original article). listing conditions or prices. • Individual control of the segments to be copied The copy volume is defined by restricting specific segments. info records. You can display.

Unit 6: Single Articles IRT310 Articles or article core master data must be created for all articles that are to be assigned.General under Material Master → Retail-Specific Settings → Settings for Follow-Up/Replacement Material → Maintain Follow-Up Categories. All rights reserved. define follow-up categories for follow-up and replacement articles and define which checks the system carries out. You can find the Customizing of the follow-up categories in the Implementation Guide (IMG) Logistics . 232 © 2006 SAP AG. in other words they are not logically deleted at basic data level. 2006/Q2 . Original articles and follow-up and replacement articles do not belong to the following article categories: • • • • • Generic articles Merchandise category value-only articles Merchandise category hierarchy value-only articles Group value-only articles Merchandise category reference articles In Customizing. Original articles and follow-up and replacement articles are active articles.

233 . Since you only create data for one vendor and a certain merchandise category. □ □ □ □ 2. Task 1: Maintenance Groups Answer the following questions: 1. All rights reserved. go to the maintenance transaction of the maintenance groups. Create a template for your maintenance group MG## and enter the following values: Article Type Creation Status Merchandise Category FASH 01 RF1T0## Continued on next page 3. so that certain fields are already prepopulated when you create a core article with this maintenance group. you will be able to: • Create article core master data • Explain how you can use the maintenance groups • Use the article monitor • Describe the integrated mass maintenance • Carry out the article copy Business Example You often create core master data. Afterwards you create core master data that is completed via the article monitor. The following fields are grouped together in a maintenance group. A B C D All article master fields Only fields that are required for a certain application Only basic data fields Basic and logistics data You want to create a template for an existing maintenance group. you prepopulate these fields in the maintenance group with which you create core master data. Choose the correct answer(s). 2006/Q2 © 2006 SAP AG. To do this. Then you also copy another existing article.IRT310 Lesson: Article Fast Entry Exercise 16: Article Fast Entry Exercise Objectives After completing this exercise.

Only be created by a separate transaction.. Assign it to the hierarchy node with the description School ## (use the search help to search for the relevant ID). Under Units of Measure. Select the master data transaction to do this. All rights reserved. Save the entries you have made. Then make sure to choose Enter.. Be created from an application and by means of a separate transaction. Save the core article and make a note of the number.. 0 R1TV01## R300 Task 2: Core Master Data Answer the following questions: 1. Use the maintenance group. Core master data can . . There is no core master data creation function. Maintain another unit of measure and select it as order unit. Choose the correct answer(s). 2006/Q2 ..Unit 6: Single Articles IRT310 Info record category Vendor Purchasing Organization 4. □ □ □ □ 2. A B C D . . ___________________________________________________ Continued on next page 234 © 2006 SAP AG. Change the article description of the article in the Descriptions view in article Group ##.. Only be created out of an application.. Choose Yes to confirm the dialog box that informs you that the listing data is adjusted. List the article in the general assortment R1KIDSS## and maintain the season (0001) and the next year as a season year. to which you just added a template. to create a core article master record (single article). view the data that was copied from the reference article or from the template...

In the Mass Maintenance. R1TA30##. use the articles R1TA24##. 6. A B C D . 2006/Q2 © 2006 SAP AG.. change the creation status 01 to blank and maintain the fashion grade 0001 high fashion... by means of which you decide which fields can be changed. As a selection criterion. Execute the selection to determine which articles can be changed. and other core articles that are to be completed. Answer the following questions: 1. select a maintenance group. . In the Basic Data view. Determine whether this statement is true or false. In the Article Monitor you can . enter the distribution profile FT2 and check that the RP type is ND. You want to change basic and logistics data.. R1TA31## and the number of the core article that has just been created.... 7.. Choose the correct answer(s). □ □ 3. Change articles Navigate to the article maintenance (MM42) Navigate to the integrated mass maintenance Navigate to the purchasing info record maintenance A maintenance group must be selected in the integrated mass maintenance. You navigate from the list to the mass maintenance. True False Call the article monitor to complete the article core master record that has just been created. Continued on next page 5. . Amongst other things. □ □ □ □ 2. the article that you created in the previous exercise is displayed in the results list. □ □ 4.. . Check the Assortment List Type (it should be F) and the Transportation Group and Loading Group fields (it should be 0001 in both cases). True False You can use the integrated mass maintenance to create new articles or new article segments. 235 .IRT310 Lesson: Article Fast Entry Task 3: Article Monitor and Mass Maintenance You now deal with the article monitor. In the Logistics: Distribution Center view for the Reference-DC P100. Determine whether this statement is true or false. All rights reserved..

.. . ... Task 4: Article copy Answer the following questions: 1. but you restrict the variants to the colours red and royal blue. .. You copy the source article R1TA03## with all article data.. □ □ □ □ A B C D . as the copy template. 2006/Q2 . All rights reserved.. When you copy an article. Copy the article. since the new pants are delivered in fewer colours. Task 5: Your vendor offers you children's trousers for a low price.. which are already in your assortment.. Choose the correct answer(s). You use the pants.Unit 6: Single Articles IRT310 Save the entries you have made. Always copy the whole article Only ever copy individual segments Decide which data you want to copy You can also copy listing and pricing conditions. The article number should be R1TA99##. These trousers are similar to children's trousers that you already carry and that sell well. 1. 236 © 2006 SAP AG.. . only certain variants are copied. You accept your vendor's offer and maintain article master data for the new pants. Change the article short text of the new article to Children's Pants## 2. However.

Choose Change Mode and then Show/Hide. select your maintenance group MG##. choose Change Mode and then Show/Hide. which can be used to maintain templates. under the Cross-Application node. Save the entries you have made. a) 3. 237 . Create a template for your maintenance group MG## and enter the following values: Article Type Creation Status Merchandise Category Info record category Vendor Purchasing Organization a) b) c) FASH 01 RF1T0## 0 R1TV01## R300 SAP menu → Logistics → Retailing → Master Data → Article Data → Article → Manage Maintenance Groups Transaction WRFMGROUP: In the tree.IRT310 Lesson: Article Fast Entry Solution 16: Article Fast Entry Task 1: Maintenance Groups Answer the following questions: 1. go to the maintenance transaction of the maintenance groups. The following fields are grouped together in a maintenance group. so that certain fields are already prepopulated when you create a core article with this maintenance group. 2. All rights reserved. A subscreen appears. In transaction WRFMGROUP. Choose Save 4. Enter values in the aforementioned fields. You want to create a template for an existing maintenance group. select your maintenance groups in the tree. a) Continued on next page 2006/Q2 © 2006 SAP AG. Answer: B Only fields that are required for a certain application are grouped together in a maintenance group. To do this.

merchandise category and other fields is preassigned. Select the master data transaction to do this. Change the article description of the article in the Descriptions view in article Group ##. Then make sure to choose Enter. view the data that was copied from the reference article or from the template. Assign it to the hierarchy node with the description School ## (use the search help to search for the relevant ID). The views for which data can be maintained are displayed on the left-hand side. Enter another unit of measure (for example. and maintain the required values on the right-hand side of the screen. ___________________________________________________ a) b) c) d) e) Path: SAP menu → Logistics → Retailing → Master Data → Article Data → Article → Process Core Master Data Transaction WRFMATBODY Use the F4 help to select your maintenance group MG## and the corresponding Template 0001. Save the core article and make a note of the number. Select Units of Measure. Use the maintenance group. The data from the reference article is proposed.. Answer: C Core master data can be created from an application and by means of a separate transaction. Proceed in this way in the other views. Select the Descriptions view and overwrite the description in the right-hand column for the language EN. 2. carton) and select it as an order unit by selecting the relevant checkbox. List the article in the general assortment R1KIDSS## and maintain the season (0001) and the next year as a season year. Save the article. Under Units of Measure. and displayed in the right-hand screen area. Choose Yes to confirm the dialog box that informs you that the listing data is adjusted. f) g) h) Continued on next page 238 © 2006 SAP AG. Choose Enter. to create a core article master record (single article). All rights reserved.. Core master data can .Unit 6: Single Articles IRT310 Task 2: Core Master Data Answer the following questions: 1. The data for the article type. 2006/Q2 . Maintain another unit of measure and select it as order unit. to which you just added a template.

In the Article Monitor you can . You can use the integrated mass maintenance to create new articles or new article segments.. 239 . You navigate from the list to the mass maintenance. Answer: False This is not possible. Answer the following questions: 1. R1TA31## and the core article in the General Article Data subscreen for the selection of the article and choose Execute. Transaction WRFMATMON Enter your articles R1TA24##. R1TA31## and the number of the core article that has just been created. a) Select the articles and choose Mass Maintenance. the system uses a default maintenance group. Answer: B. You want to change basic and logistics data. 4. 3. Amongst other things. Answer: False If no maintenance group is selected. As a selection criterion. a) b) c) Path: SAP menu → Logistics → Retailing → Master Data → Article Data → Article → Material Monitor. and other core articles that are to be completed. select a maintenance group. The description of the maintenance group is Mass Changes Basic + Logistics Data Continued on next page 6. A maintenance group must be selected in the integrated mass maintenance. Call the article monitor to complete the article core master record that has just been created.. R1TA30##. use the articles R1TA24##. 5. R1TA30##. In the Mass Maintenance. 2.IRT310 Lesson: Article Fast Entry Task 3: Article Monitor and Mass Maintenance You now deal with the article monitor. All rights reserved. C In the article monitor. you can navigate to the article maintenance (MM42) and to the integrated mass maintenance. 2006/Q2 © 2006 SAP AG. the article that you created in the previous exercise is displayed in the results list. a) Choose Select Maintenance Group and use the F4 Help to select an application-specific maintenance group for the mass maintenance. by means of which you decide which fields can be changed.

2006/Q2 . b) c) d) Task 4: Article copy Answer the following questions: 1. Maintain the relevant values there. All rights reserved. Execute the selection to determine which articles can be changed. D You can decide which data you want to copy. In the Basic Data view.Unit 6: Single Articles IRT310 7. . provided that these are not already filled with different values. In the right-hand screen area.. There select the articles that should be changed and choose Fast Entry. change the corresponding values. a) Copy the articles into the matrix by double-clicking the Basic Data view in the left-hand screen area. Save the entries you have made. A new subscreen opens in the lower screen area. Save the entries you have made. the changes made at the reference distribution center level are transferred to dependent distribution centers. change the creation status 01 to blank and maintain the fashion grade 0001 high fashion. When you save. enter the distribution profile FT2 and check that the RP type is ND. Continued on next page 240 © 2006 SAP AG. On the left-hand side of the screen. Answer: C. choose Logistics: Distribution Center and the reference distribution center P100. In the Logistics: Distribution Center view for the Reference-DC P100.. Select the lines and choose Enter. and you can also copy listing and pricing conditions. When you copy an article. Check the Assortment List Type (it should be F) and the Transportation Group and Loading Group fields (it should be 0001 in both cases).

The article number should be R1TA99##. You accept your vendor's offer and maintain article master data for the new pants. since the new pants are delivered in fewer colours. 1. you choose Variant Filters to select the variants of the colours red and royal blue only. only certain variants are copied. These trousers are similar to children's trousers that you already carry and that sell well. You use the pants. Choose Execute. You do not have to maintain any other data in the Target Material subscreen. a) b) c) SAP menu → Logistics → Retailing → Master Data → Article Data → Article → Copy Transaction WRFMATCOPY The article R1TA03## is used as the source article and the number R1TA99## is entered as the target article. SAP menu → Logistics → Retailing → Master Data → Article Data → Article → Change Transaction MM42 Enter the article number R1TA99##. Change the short text to Children's Pants##. as the copy template. which are already in your assortment. but you restrict the variants to the colours red and royal blue. 241 . You copy the source article R1TA03## with all article data. However. select the Basic data view and choose Enter. a) b) c) Change the article short text of the new article to Children's Pants## 2006/Q2 © 2006 SAP AG. However.IRT310 Lesson: Article Fast Entry Task 5: Your vendor offers you children's trousers for a low price. Copy the article. since everything is copied from the Source Article. d) 2. The Underlying Material Data and the Additional Material Data checkboxes are set. All rights reserved.

All rights reserved.Unit 6: Single Articles IRT310 Lesson Summary You should now be able to: • List the integrated mass maintenance options • Describe what the article core master data is • Explain how you can use the maintenance groups • Explain the use of the article monitor • Describe the different ways of copying the article 242 © 2006 SAP AG. 2006/Q2 .

Lesson Objectives After completing this lesson. PRICAT: Definition PRICAT processing refers to the function used to transfer article and price information in a standard format. you want to check the data that the vendor has provided. The business process allows you to import the logical message type PRICECATALOGUE02. you will be able to: • • • Name and configure the maintenance and default options of the PRICAT function Edit a PRICAT catalog item Post a PRICAT catalog item Business Example You want your vendor to carry out the majority of the data maintenance. conditions (including taxes).IRT310 Lesson: PRICAT Lesson: PRICAT Lesson Overview In this lesson. or multilaterally by means of a data pool. The information is stored in a catalog in the SAP system. This means you can receive information about new articles or changes to existing articles from a vendor or a data pool. Before it is posted to your SAP system. All rights reserved. The catalog items contain the description. The individual catalog items correspond to an SAP article. 243 . and therefore you obtain the article data from a data pool. and logistics information about the articles. The information can be sent to the retailer bilaterally directly from the vendor. 2006/Q2 © 2006 SAP AG. you are introduced to the price catalog as a tool for copying article and price information from the vendor to the SAP system. You receive sensitive data directly from your vendor and not from the data pool.

Unit 6: Single Articles IRT310 Challenges • The data from an external data pool or from the vendor does not contain all SAP-relevant information. Variants of a generic article and components of bills of materials that belong together are displayed in a block. PRICAT inbound Figure 102: Process: PRICAT inbound 244 © 2006 SAP AG. which is hierarchically structured from the viewpoint of the data model. and individual articles) from individual data records. is displayed in a flat view. Large quantities of data must be displayed clearly and must be easy to edit. It must be possible to create different SAP article categories (structured articles. • • Just one catalog of a vendor is edited at a time. The data of the price catalog. 2006/Q2 . All rights reserved. Generic articles. generic articles. it was necessary to find a way of enhancing data generically. in other words. single articles and bills of material can be displayed and processed.

which determine how each PRICAT pool field should be populated. the Client-Vendor and Client-Vendor. All rights reserved. you also choose one of five possible storage options.g. ready for input). However. Merchandise Category levels are application tables. At client level. the default table is implemented as a Customizing table. since changes have extensive consequences. Online Processing The online processing was completely redeveloped for ERP2005 and now: • • • There is a new dialog interface for the mass data processing Scheduled transfer of data to the R/3 master data is possible Additional PRICAT information.IRT310 Lesson: PRICAT Figure 103: Customizing From transaction W_PRICAT_MAINTAIN you can navigate to the defaults and data merging maintenance. Besides the selection of fields which the system displays in online processing and their display settings (e. The default and merging logic can be controlled for each field of the PRICAT data pool. 245 . such as generic articles and prices. The defaults and enhancement logic is used for both the online processing and batch posting. and the business requirement is to be able to change these tables in the operative system. The settings of the fine granular level override the settings of the higher level. is now transferred 2006/Q2 © 2006 SAP AG.

the valid-to date of a price condition). and processing status are not sufficient. texts. units of measure and bills of material. 2006/Q2 . one variant must be selected as master variant. In that profile for the online processing you determine the selection report and variant that is used. appear in the lower section of the screen. The required selection reports should be generated at the start of a project. The upper section of the selection screen is static and is always available. For each PRICAT-EAN. 1 to n columns and 1 to m rows can be selected at the same time. but not by the end user. the current article master record can be displayed in a separate line. The same applies for the original data record that was sent from the pool. The selection report that applies for a user depends on the profile (on the start screen of W_PRICAT_MAINTAIN). the further selection fields of which can be selected within the framework of the report generation. If the available selection criteria in transaction W_PRICAT_MAINTAIN: Catalog number. a dialog box appears on which the selected column names appear again and in which you can enter the required field contents. The field contents are then copied into all lines of the selected columns. characteristics. which were chosen when the selection report was created. Changed fields can be highlighted in color. Some fields are not displayed in the PRICAT item display. EAN of base UoM. it is displayed in a separate master data line with the hat symbol. If you choose Mass Maintenance. but they can be reached and edited by clicking on the relevant hotspots (for example. by the relevant consultant.Unit 6: Single Articles IRT310 Figure 104: Online When new generic articles are created. a selection report can be generated. from which the data is then copied for the generic article header level and displayed in an extra line. If a generic article (header) is already created. All rights reserved. valid-from date. 246 © 2006 SAP AG. for example. The selection fields. There are hotspots for prices.

you can tell .IRT310 Lesson: PRICAT Figure 105: Online Processing As soon as you start the process for updating the article master. A click on the traffic light symbol opens a log that contains error messages. a padlock symbol appears.from the processing status and a traffic light symbol . All rights reserved. 2006/Q2 © 2006 SAP AG. Figure 106: Posting The condition technique is used to create prices for all distribution chains in the system and for all purchasing organizations of the vendor.whether or not posting occurred without problems. 247 . After you choose Refresh. provided no restrictions are defined in online processing and that a corresponding data retention level (condition table) for the organizational level is maintained in Customizing.

2006/Q2 . All rights reserved.Unit 6: Single Articles IRT310 Figure 107: Reorganization 248 © 2006 SAP AG.

You create your own profile ## to edit the catalog items in the online processing. Task 1: Answer the following questions: 1..IRT310 Lesson: PRICAT Exercise 17: PRICAT Exercise Objectives After completing this exercise. Changes between these lines and the work item line should be highlighted in color. Now view the defaults maintained at client and vendor level. Determine whether this statement is true or false. You copy this data into your SAP system by means of the PRICAT interface. The PRICAT function is used to copy . All rights reserved. 2006/Q2 © 2006 SAP AG.. □ □ □ □ 2. Which fields are prepopulated with fixed values? Specify the profile you have just created and access the online processing. A B C D Article data Prices Purchasing data Site data The PRICAT function can be used to create generic articles. Continued on next page 2. Use the F4 Help to select the catalog for your vendor R1TV01## and choose Execute. your vendor provides a new catalog with items in a data pool. you will be able to: • Use the PRICAT function to transfer article and price information Business Example Before a new season starts. but you want to check and edit the items before you create them as articles in your system. 249 . Choose the correct answer(s). □ □ True False Task 2: 1. Specify that you want to display the lines with the original catalog data and the article master. 3.

Now post a single article. Exit from the catalog. Check if the layout has changed. Dialog: Create your own user-specific layout with the name LA## and the description Layout##. Change the sales price of an item and save the entries. 8. 5. 7. Call the catalog again and check whether the change was saved. 6. All rights reserved.Unit 6: Single Articles IRT310 4. 250 © 2006 SAP AG. Check the status and the traffic light. and that you can see the columns for the article hierarchy ID and the article hierarchy node. 2006/Q2 . and add the columns for the article hierarchy ID and the article hierarchy node.

Answer: True The PRICAT function can be used to create generic articles. Answer: A.Only as User-Specific Variant. 251 .Mast and the Incl. B. specify 3 . The Valuation Class and Article Type fields are prepopulated at client level. The Article Hierarchy ID and Article Hierarchy Node fields are prepopulated at vendor level. The PRICAT function can be used to create generic articles. You create your own profile ## to edit the catalog items in the online processing. C Article data. Changes between these lines and the work item line should be highlighted in color. a) b) c) Choose IMG -> Sales and Distribution -> Electronic Data Interchange -> PRICAT Inbound -> Configure Online Processing Choose New Entries to enter a new profile. 2. All rights reserved. Which fields are prepopulated with fixed values? a) b) SAP menu → Logistics → Retailing → Master Data → Article Data → Price Catalog Inbound Processing → Maintain Price Catalog Then choose Environment -> Default -> Field Catalog or Field Catalog: ILN/Vendor to navigate to transaction W_PRICAT_PRE1 or W_PRICAT_PRE2. 2. prices and purchasing data are copied with the PRICAT function. Original checkboxes. specify U . Continued on next page c) 2006/Q2 © 2006 SAP AG.Compare with Original and Material Master. The PRICAT function is used to copy . Under Compare. Enter the ID and the description. Now view the defaults maintained at client and vendor level. under Layout.. Set Incl.Item and Units of Measure (Split Screen) and under Save Variant. specify 2 . Specify that you want to display the lines with the original catalog data and the article master..IRT310 Lesson: PRICAT Solution 17: PRICAT Task 1: Answer the following questions: 1. Task 2: 1. Art.

Select this row and choose Save. a) The AH-ID and AH-nodes columns now appear on the screen and the fixed values that were maintained are displayed.Unit 6: Single Articles IRT310 3. Restrict the search to your vendor R1TV01##. a) b) c) d) SAP menu → Logistics → Retailing → Master Data → Article Data → Price Catalog Inbound Processing → Maintain Price Catalog Transaction W_PRICAT_MAINTAIN Specify the profile ## and choose Execute. Dialog: Create your own user-specific layout with the name LA## and the description Layout##. Continued on next page 6. and add the columns for the article hierarchy ID and the article hierarchy node. All rights reserved. In the following selection screen. Save your layout. Navigate to the Sales Price field in the Work Item line of an item and change the price to any value. Specify the profile you have just created and access the online processing. a) 252 © 2006 SAP AG. Change the sales price of an item and save the entries. or display all catalogs and then select the catalog of your vendor by double-clicking it. and that you can see the columns for the article hierarchy ID and the article hierarchy node. Use the F4 Help to select the catalog for your vendor R1TV01## and choose Execute. select a catalog by choosing the F4 Help on the Price Catalog field. Copy the Article Hierarchy ID and the Article Hierarchy Node columns from the right-hand column to the left-hand column. Choose Enter. a) b) c) 7. 2006/Q2 . Call the catalog again and check whether the change was saved. a) b) c) d) e) Choose Select Layout. 5. Choose Execute to navigate to the online processing. Exit from the catalog. Choose Back (F3) to exit from the catalog. Choose Execute to open the catalog. It is also highlighted in blue. because the original has been changed. e) 4. You see that the changed sales price was saved and is displayed here. and then choose Change Layout from the list. Check if the layout has changed. Specify the ID LA## and the description Layout## and select the User-specific and Default setting checkboxes.

b) 2006/Q2 © 2006 SAP AG. and choose Create/Change. 253 . Choose Refresh. All rights reserved.Forwarded. The padlock symbol disappears. The padlock symbol appears once the item is posted in the background. The traffic light is green. and the status of the item changes to 04 . Now post a single article.IRT310 Lesson: PRICAT 8. a third row is added with the article master data. a) Select an item that is a single article (article category 00). Check the status and the traffic light.

Unit 6: Single Articles IRT310 Lesson Summary You should now be able to: • Name and configure the maintenance and default options of the PRICAT function • Edit a PRICAT catalog item • Post a PRICAT catalog item 254 © 2006 SAP AG. All rights reserved. 2006/Q2 .

for example. Integrating article lists is particularly useful when using SAP ECC with SAP BI. t-shirt. which all belong to a program (for example. It allows you to use a defined group of article numbers across applications. pants. you create an article list. a number of articles may be determined in a system and then should be available for further processing in another system. Uses of the Article List An article list is a predefined selection of article numbers. To do this. and skirt in marine-look). are distributed to the stores together.IRT310 Lesson: Article List Lesson: Article List Lesson Overview An article list is a predefined selection of article numbers. It allows you to use a defined group of article numbers across applications. All rights reserved. 2006/Q2 © 2006 SAP AG. 255 . Because work is distributed between different system landscapes. which is then used in the allocation table. Lesson Objectives After completing this lesson. you will be able to: • • • Name the possible uses of the article list Describe the different kinds of article lists Create your own article lists Business Example You want to make sure that articles from different merchandise categories.

2006/Q2 .Unit 6: Single Articles IRT310 Figure 108: Using the Article List Figure 109: Definition of the Article List 256 © 2006 SAP AG. All rights reserved.

For example. All rights reserved. Only static article lists without selection criteria are available for data exchange between SAP BI and SAP Retail. 2006/Q2 © 2006 SAP AG. • Static Article Lists: Static article lists contain both the selection criteria and the article numbers that matched the selection criteria when the article list was released in the system. only the article numbers are saved in SAP Retail without the selection criterion. 257 . if a static article list is generated in SAP BI.IRT310 Lesson: Article List Figure 110: Article List Types There are two article list types in SAP Retail: • Dynamic Article Lists: Dynamic article lists are composed of saved selection criteria which can be used to determine the currently valid range of article numbers.

Unit 6: Single Articles IRT310 Creating Article Lists Figure 111: Article List: Tree Structure The maintenance screen of the article list is divided into three areas. All rights reserved. 2006/Q2 . In the hierarchy tree. Here. The hierarchies are created under an end node in the right-hand area of the screen. end nodes with assigned article lists are flagged by a folder symbol. the article lists can be grouped together on a business or application-specific basis. 258 © 2006 SAP AG. while the other hierarchy nodes are not end nodes or they are end nodes without article list assignments. The article list hierarchy is maintained in the area on the left-hand side.

which do not correspond to the selection criteria created previously. Dynamic: Only the selection criteria are saved. In the case of a static article list. the selection criteria are evaluated dynamically. you can change the selection conditions by choosing Process Selection Criteria. article type). After the selection criteria have been determined. If you choose Edit Results List. you must choose Update Result. The deleted article numbers are removed from the database. In the processing screen for the article list header data. When the article list is used operatively. • • 2006/Q2 © 2006 SAP AG. merchandise category. this does not automatically adjust the existing resulting range of articles. All rights reserved. and the determined article numbers are returned as result. the results list appears. choose Edit selection to define the selection criteria that are to be used to determine the resulting range of articles. can be manually added to the resulting range of articles. To make a new selection in the case of static article lists. because this is saved statically. only the saved article numbers are read from the database. articles. or existing articles can be removed. When the article list is used operatively. • Validity of the Article List After you create the header data. Maximum number of articles to be selected Article List Type: Static: Selection criteria are executed once and the resulting range of articles is saved statically. The manually maintained article numbers are saved on the database as an enhancement of the static result list. However. a new selection is not made. 259 . For example.to define the article fields that should be displayed beside the article number and the article short text in the selection result list (for example. you can change the new article list by choosing the change button in the toolbar in the right-hand screen area of the main maintenance screen. article category.IRT310 Lesson: Article List The header data of the article list is created in the first step: • • • Name and short text Access status (control: who can maintain/use the article list?) Maintenance group . All relevant articles are then listed in the updated result list. you can choose the Results List button to determine and display the result.

because the selection criteria have been changed (symbol (-)) Due to changed selection conditions or due to a previous manual deletion. All rights reserved. would have been added or added again (symbol (+)) Were added manually and. more than one article number of the article list can be returned to the application. to see whether these articles still exist on the database. The Valid To date of an article list can be changed online.you have not changed the selection criteria. even though the selection conditions have been changed (symbol [=]) Would not be included in the selection subset anymore. Here. 2006/Q2 . The extraction is only possible for static article lists. you can assume that the selection result may have to be expanded or reduced accordingly. You can also call the Display Material Status function for static article lists. The article lists created in SAP Retail are available for a simplified selection of articles (extraction) for reporting in SAP BW. you can also execute the Update Result function if . in accordance with the changed selection conditions. Released article lists can be used by all users. Released and Released + Not Modifiable. In the case of applications that can only accept one article number. or whether the article may have been flagged for deletion. The article list can only be selected if the current system date is in the validity interval. are either included or omitted (“Manual“ indicator) In the right-hand area of the main maintenance screen. 260 © 2006 SAP AG. the validity also controls the display in the F4 Help. If a multiple selection can be made in the application. because new articles have been created.for example . Only the user who created the article list can use article lists that have the status Planned. In addition to deleting the article list. one article number must be selected from the article list. a check is carried out for the articles that are statically saved in the article list. but. and the status Released + Not Modifiable guarantees that the definition of the article list cannot change until the validity period has expired (only the validity date itself can still be changed). The use of article lists is controlled with a status. Existing article lists (static and dynamic) can be used within the article search help in basically each transaction in which you can enter an article number.Unit 6: Single Articles IRT310 These are articles that: • • • • Would still be included in the selection subset. Article lists have a validity period and can be automatically deleted once the validity period has expired. which is specified as Planned.

Text is extracted via direct access to the tables.IRT310 Lesson: Article List You can also generate article lists from reporting results in SAP BW and then transfer them to SAP Retail (data retraction). The attribute and hierarchy extractors determine their data via separate function modules. All rights reserved. which contains a number of articles. The purpose of the data retraction from SAP BW to SAP Retail is to make a query result. these objects are filled with the static article lists created there. Extraction is carried out via three different extractors. 2006/Q2 © 2006 SAP AG. available in SAP Retail. 261 . The article list supports you in SAP BW when you select article numbers for article-specific evaluations. From SAP Retail. and to save them as a new article list there. In SAP BW. You can do this both when executing a query online and in background processing (offline). in the Business Content. You can use the release status as a selection parameter for the attribute extraction. there are objects for mapping article lists.

2006/Q2 .Unit 6: Single Articles IRT310 262 © 2006 SAP AG. All rights reserved.

Hint: Do not discontinue the article! 5. Choose the correct answer(s). you will be able to: • Explain how an article list is created and how it can be used Business Example You want to create an article list to be used in discontinuation.IRT310 Lesson: Article List Exercise 18: Article List Exercise Objectives After completing this exercise. Extend the validity of the article list by a month. Under AL GR. this article list only contains articles of a vendor with which you will no longer work in future. A B C D Always dynamic Always static Either static or dynamic Neither static nor dynamic A static article list consists of selection criteria with which the resulting range of articles is determined with each call. Task: Answer the following questions: 1. □ □ 3. An article list is .. □ □ □ □ 2. create a dynamic article list AL## and select your vendor R1TV01## as a selection criterion. Save the article list. 4. Determine whether this statement is true or false.. 263 . All rights reserved. True False To create an article list. Save these changes. Check whether the article list is available in the discontinuation workbench. ##. and release it. select the node with the name ALGR## in the relevant transaction. 2006/Q2 © 2006 SAP AG. 6.

Extend the validity of the article list by a month. choose Create Material List to add a new article list. Answer: C An article list is either static or dynamic. 2. Then select your article by choosing Edit selection.. ##. 4. select Master Data and then select the node with the name AL GR. Choose F3 to navigate back to the initial screen. An article list is . create a dynamic article list AL## and select your vendor R1TV01## as a selection criterion. Assign the name AL## and make sure that the Static Type flag is not set. and release it. 2006/Q2 . select the node with the name ALGR## in the relevant transaction. In the article list tree on the left-hand side of the screen.Unit 6: Single Articles IRT310 Solution 18: Article List Task: Answer the following questions: 1. Choose Enter. a) b) c) SAP menu → Logistics → Retailing → Master Data → Article Data → Article → Article List → Edit Transaction WRF_AL Switch from display mode to change mode. Save the article list. a) b) Select the node AL GR. ##. All rights reserved.. in the right-hand screen area. ## in the article list hierarchy. Then. Then use your vendor R1TV01## as a criterion. A static article list consists of selection criteria with which the resulting range of articles is determined with each call. Answer: False A static article list consists of the selection criteria and the articles saved for this list. Continued on next page 264 © 2006 SAP AG. 3. To create an article list. Save the article list. Under AL GR. c) d) 5.

b) 6. 265 . a) The validity and status can be changed in the right-hand screen in the Material List Assignment subscreen. Change the status from 1 Planned to 2 Released.IRT310 Lesson: Article List Save these changes. Check whether the article list is available in the discontinuation workbench. Hint: Do not discontinue the article! a) b) c) d) SAP menu → Logistics → Retailing → Master Data → Article Data → Article → Discontinue → Discontinuation Workbench Transaction WRF_DIS_SEL Open the F4 Help on the Article List ID field and display the article lists for your user. since the articles are still required for other exercises. All rights reserved. Copy the article list by double-clicking it. Do not discontinue. The article list is now available in the F4 Search Help for all users. Save these entries. 2006/Q2 © 2006 SAP AG.

2006/Q2 . All rights reserved.Unit 6: Single Articles IRT310 Lesson Summary You should now be able to: • Name the possible uses of the article list • Describe the different kinds of article lists • Create your own article lists 266 © 2006 SAP AG.

267 . you decide to remove it from your store's assortment. Lesson Objectives After completing this lesson. All rights reserved. The employees who work with the article master in different areas should only be able to process the data that is relevant to them. you learn how you can configure the article master according to user/specific requirements. you will be able to: • • Adapt the article master record to suit your individual needs Structure the data screens and combine them in screen sequences Business Example You are going to include a new article in your assortment and maintain the data that is required to be able to use the article in the supply chain. Due to a particular article's poor sales figures.IRT310 Lesson: Configuring the Article Master Lesson: Configuring the Article Master Lesson Overview In this lesson. Your stores are regularly informed about changes to existing articles and any new articles that are being added to their assortment. Technical Structure of the Article Master Figure 112: Structuring the Article Master 2006/Q2 © 2006 SAP AG.

Unit 6: Single Articles IRT310 In the article maintenance. The maintenance dialog for the article master is controlled by a screen sequence that contains a selection of data screens. They also allow you to integrate your own fields.Screen Sequence User-specific dialogs for article master maintenance allow you to save data from various views in a compressed format on as few screens as possible. The data screens that correspond to the individual views are also sub-divided into several subscreens. The subscreens group together several data fields according to different data maintenance aspects. Influencing factors: Here you can determine for example which standard screen sequence is called up for certain transactions or users. and transfer data more quickly. Figure 113: Article Master . 2006/Q2 . create user-specific dialogs. All rights reserved. you can maintain all views relevant to the article maintenance in the correct sequence. 268 © 2006 SAP AG. The logical screen contains the field groups required for the dialog (subscreen).

IRT310 Lesson: Configuring the Article Master Configure the Article Master Figure 114: Article Master Configuration Procedure When creating your own data screens. see Notes 38229 and 44410 on SAP Service Marketplace. you should use the available Retail subscreens. For more specifc details on how to create a customized article master. All rights reserved. Then create the desired subscreens in the new function group. You can only integrate fields from your own tables and subscreen containers into the existing program by using modifying functions. 269 . Figure 115: Assign Screen Sequences to the Influencing Factors 2006/Q2 © 2006 SAP AG. copy the standard program into your own function group (see IMG instructions). To create your own subscreens. Own subscreens are necessary if alternative field groupings or new fields are required.

choose New Entries. Users are automatically divided into groups when the same screen reference is assigned. you select “*” as the industry. and in what sequence. article types or industries. The values that are valid for this screen reference are fixed and cannot be set by the user. by assigning them to a transaction. For SAP Retail. users. 2006/Q2 . article type or industry. To add new users when assigning users to a user screen reference. user.Unit 6: Single Articles IRT310 You can assign a screen sequence to a combination of one or more transactions. when article master records are maintained based on the user. • Screen reference “Article Type”: This controls which screens are displayed. article type or industry reference according to your requirements. users. The screen reference number can be freely assigned. • Screen reference “User”: This controls which screens are displayed. The screen sequence then appears automatically if the users in question select this transaction. article types or industries. during the article master record maintenance based on the transaction code. For this. and in what sequence. you have to create groups of transactions. All rights reserved. 270 © 2006 SAP AG. when article master records are maintained based on the industry. • Screen reference “Transaction”: This controls which screens are displayed. and in what sequence. when article master records are maintained based on the article type. • Screen reference “Industry”: This controls which screens are displayed. and in what sequence.

IRT310 Lesson: Configuring the Article Master References Figure 116: Controlling the field selection To determine whether a field is supressed or displayed in the article maintenance. must be maintained or can be maintained. the field must be assigned to a field selection group. All rights reserved. For each combination of field reference and field selection group you determine whether the fields should be suppressed. You can then assign these field references to the article types in the article type maintenance. You can assign each field to only one field selection group. 2006/Q2 © 2006 SAP AG. Each article type is then assigned exactly one field reference. or whether entering a field value is mandatory or optional (in other words. You can maintain several field references for each field selection group. whether it is a required entry or an optional entry field). 271 . displayed.

initial values indicator. The field content is then also copied as follows every time the reference is changed: • • • From the generic article to the variants From the reference site to the dependent sites From client level to the lower validity areas of the article If you have set the Propose field cont. indicator is set. the field content is copied from the reference article as default value. indicator. IWhen you create an article master record with reference. you can determine whether changes to the reference should affect master records that were created with this reference. set the Restrict artl cat. To restrict the article types for which the field content is proposed. you can also set the Copy field content indicator. you control the reference behavior of the individual fields. you can determine that the field content will also be copied when the reference field contains its initial value. If you have set the Propose field cont. 272 © 2006 SAP AG. 2006/Q2 .Unit 6: Single Articles IRT310 Figure 117: Controlling the Reference Handling In the detail view of the Customizing transaction Assign Fields to Field Selection Groups. but only in case the Propose field cont. By means of the field attributes. so that the field content is proposed from the reference. by setting the Incl. indicator. All rights reserved. field accordingly.

none of the stores entered here can be the same as the reference store in the general Retail Master Data control. This minimizes the time and effort involved in entering data. All rights reserved. 273 . 2006/Q2 © 2006 SAP AG. You can only create reference sites for store distribution chains. you define parameters that are important for different SAP Retail subfunctions on a client-wide basis. to data for requirements planning.Reference Sites In the general control for Retail master data. Furthermore. Here you specify a distribution center that is used as reference for copying distribution centers-relevant article data. Reference sites provide specific logistics data when creating or changing article data. Changes to the reference articles can automatically be integrated into the relevant data records. You can use the setting Distribution Chain Control to maintain a reference site for each distribution chain. for example. This logistical data relates. forecasting and warehouse management. and you specify a store that is used as reference for copy functions for store-relevant article data.IRT310 Lesson: Configuring the Article Master Figure 118: General Control .

2006/Q2 .Unit 6: Single Articles IRT310 274 © 2006 SAP AG. All rights reserved.

you want only the fields that they need to process to be displayed in the right sequence.General → Material Master → Configuring the Material Master → Define Structure of Data Screens for Each Screen Sequence Create your own screen sequence on the basis of the “Retail Fashion Tab Pages” screen sequence. Program name: ______________________________________________ “General Data” Screen Number: _____________________________________ “Validities” Screen Number : __________________________________________ 2. Task 1: You want to configure a customized article master view for your employees. you will be able to: • Make and define user-specific article master settings (swapping and hiding subscreens) • Assign these article master settings to a user Business Example You want to reduce your employees’ workload as far as possible and therefore. What is a screen sequence? ______________________________________________________ Continued on next page 2006/Q2 © 2006 SAP AG. display the basic data for article R1TA12##. Use the technical help of the screen data to make a note of the program name and the screen numbers of the “General Data” and “Validities” screen modules. 3. 275 .IRT310 Lesson: Configuring the Article Master Exercise 19: Configuring the Article Master Exercise Objectives After completing this exercise. Also. for example. In the article maintenance. where <B> is the letter that belongs to your group number (see the conversion table). You want to configure your own article master view for your employees. you want to change the sequence in which the article master views appear. Open a second session in the Customizing by choosing Logistics . All rights reserved. in the article master. Copy the screen sequence with all dependent entries. Your screen sequence receives the number Z<B>. Group 06 copies screen sequence 33 to ZI. 1. and maintains the description “Retail Standard Gr##”.

Select “*” as the screen reference of the article type and the industry sector. Afterwards.) and the number of your screen sequence (see the previous exercise under 2. 3. Swap the subscreens 2002 and 2004 by changing the screen numbers.) to transaction 03. Enter a 2-character screen reference for your user (for example. Task 2: You now wish to assign the changed article master to your user in the system: 1. 4. 5. Save the entries you have made. check that the defaulted views appear in the sequence that has just been set. You now want to change the sequence of the main screens so that the Logistics: Store and the Logistics: Distribution Center views appear immediately after the Basic Data view. Compare the subscreens of data screens 08 (Logistics:DC) and 09 (Logistics: Store) Can you assign subscreens and the screens belonging to them to several data screens? Justify your answer. go to the Basic Data view for article R1TA12## and check that the Validities data screen now appears before the General Data screen and that the Care Code data screen is supressed. ______________________________________________________ ______________________________________________________ 5. 7. Examine the subscreens for data screen 04 (Basic data).Unit 6: Single Articles IRT310 ______________________________________________________ 4. What subscreens are there behind screens 2002 and 2004? 2002: ____________________________ 2004: ____________________________ 6. With which screen number can you hide a subscreen? ______________________________________________________ Hide the “Care Code” subscreen in the Basic Data view and have a look at the new data screen. 2. Firstly. Now select dialog structure Screen sequence control and add a new entry by assigning your screen reference (see 1. 8. 2006/Q2 . 276 © 2006 SAP AG. Please delete the user link to your own screen sequence. Now check your settings in the article maintenance. your initials) under Assign Screen Sequences to User/Article Type/Transaction/Industry Sector on the Screen Reference level. All rights reserved.

SAPLMGD2 2002 2004 You want to configure your own article master view for your employees. Program name: ______________________________________________ “General Data” Screen Number: _____________________________________ “Validities” Screen Number : __________________________________________ a) b) c) d) Retailing: Master Data → Article Data → Article → Display Select the Basic data view Click on a field in the relevant screen module (“General Data” or “Validities”) in the Basic data view of the article. Use the technical help of the screen data to make a note of the program name and the screen numbers of the “General Data” and “Validities” screen modules. and choose F1 Help Choose Technical Information Program Name: Screen Number “General Data”: Screen Number “Validities”: 2. Continued on next page 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Configuring the Article Master Solution 19: Configuring the Article Master Task 1: You want to configure a customized article master view for your employees. 277 . for example. and maintains the description “Retail Standard Gr##”. where <B> is the letter that belongs to your group number (see the conversion table). Your screen sequence receives the number Z<B>. All rights reserved. display the basic data for article R1TA12##. Open a second session in the Customizing by choosing Logistics . In the article maintenance.General → Material Master → Configuring the Material Master → Define Structure of Data Screens for Each Screen Sequence Create your own screen sequence on the basis of the “Retail Fashion Tab Pages” screen sequence. 1. Group 06 copies screen sequence 33 to ZI.

5.. Confirm it by choosing Enter. a) IMG: Logistics . What subscreens are there behind screens 2002 and 2004? 2002: ____________________________ Continued on next page 278 © 2006 SAP AG.General → Material Master → Configuring the Material Master → Define Structure of Data Screens for Each Screen Sequence Select screen sequence 23 and choose Copy As. Retail Standard Gr## b) c) Description d) e) 3. 2006/Q2 . ______________________________________________________ ______________________________________________________ a) Select screen 08 or 09 → Subscreen Data screen 08 contains the distribution center of the distribution center and data screen 09 contains the logistics view of the store. Choose Enter A dialog box appears. where <B> is the letter that belongs to your group number (see the conversion table). What is a screen sequence? ______________________________________________________ ______________________________________________________ a) Use the F1 Help on the screen sequence number to find the information you need 4. Assign a number and description Number Z<B>. Compare the subscreens of data screens 08 (Logistics:DC) and 09 (Logistics: Store) Can you assign subscreens and the screens belonging to them to several data screens? Justify your answer. They both contain some of the same subscreens. That means that the subscreens appear in several data screens. together with their program. Group 06 copies the screen sequence 33 to ZI. Examine the subscreens for data screen 04 (Basic data).Unit 6: Single Articles IRT310 Copy the screen sequence with all dependent entries. All rights reserved. for example..

your initials).General → Material Master → Configuring the Material Master → Assign Screen Sequences to User/Article Type/Transaction/Industry Sector. Enter a 2-character screen reference for your user (for example. Choose dialog structure User screen reference. Select each subscreen and choose View subscreen. a) Overwrite screen number 2002 with 2004. 2002: 2004: 6. Save Select the row that was changed Choose View data screen Task 2: You now wish to assign the changed article master to your user in the system: 1. 279 . 8. you have to overwrite the screen number with 0001. With which screen number can you hide a subscreen? ______________________________________________________ a) To hide a subscreen. General Data Validities Swap the subscreens 2002 and 2004 by changing the screen numbers. Hide the “Care Code” subscreen in the Basic Data view and have a look at the new data screen. your initials) under Assign Screen Sequences to User/Article Type/Transaction/Industry Sector on the Screen Reference level. and vice versa.IRT310 Lesson: Configuring the Article Master 2004: ____________________________ a) b) Select screen 04 → View subscreen. Table View → Save Continued on next page b) c) d) e) 2006/Q2 © 2006 SAP AG. a) b) c) d) Overwrite screen number 3001 with screen number 0001. 7. Choose New Entries Enter a 2-character screen reference for your user (for example. All rights reserved. a) IMG: Logistics .

Choose Enter Choose Sort Main Screens Table View → Save 4. Choose Details Enter sequence number11 for Logistics: Store and sequence 12 for Logistics: Distribution Center. Save the entries you have made.Unit 6: Single Articles IRT310 2. You now want to change the sequence of the main screens so that the Logistics: Store and the Logistics: Distribution Center views appear immediately after the Basic Data view.General → Material Master → Configuring the Material Master → Assign Screen Sequences to User/Article Type/Transaction/Industry Sector.General → Material Master → Configuring the Material Master → Assign Screen Sequences to User/Article Type/Transaction/Industry Sector.) and the number of your screen sequence (see the previous exercise under 2.) to transaction 03. Afterwards. a) Retailing: Master Data → Article Data → Article → Display IMG: Logistics . go to the Basic Data view for article R1TA12## and check that the Validities data screen now appears before the General Data screen and that the Care Code data screen is supressed. Select the row that contains your user entry Edit → Delete Table View → Save 5. All rights reserved. Please delete the user link to your own screen sequence. a) b) c) d) e) f) g) IMG: Logistics . Now check your settings in the article maintenance. check that the defaulted views appear in the sequence that has just been set. Firstly. 2006/Q2 . Dialog structure Screen sequence control Make the relevant entries Table View → Save b) c) d) 3. Select your screen order. Select “*” as the screen reference of the article type and the industry sector.General → Material Master → Configuring the Material Master → Maintain Order of Main and Additional Screens. Now select dialog structure Screen sequence control and add a new entry by assigning your screen reference (see 1. a) b) c) d) 280 © 2006 SAP AG. a) IMG: Logistics .

All rights reserved.IRT310 Lesson: Configuring the Article Master Lesson Summary You should now be able to: • Adapt the article master record to suit your individual needs • Structure the data screens and combine them in screen sequences 2006/Q2 © 2006 SAP AG. 281 .

Your stores are regularly informed about changes to existing articles and any new articles that are being added to your assortment. The employees who work with the article master in different areas should only be able to process the data that is relevant to them. Reasons for and Types of Article Discontinuation Figure 119: Reasons for Discontinuation 282 © 2006 SAP AG. All rights reserved. 2006/Q2 . you decide to remove it from your store's assortment. Due to a particular article's poor sales figures. you will be able to: • • Select an article for logical and physical discontinuation at the end of its life cycle Describe the most important subsequent processing procedures in article discontinuation Business Example You are going to include a new article in your assortment and maintain the data that is required to be able to use the article in the supply chain.Unit 6: Single Articles IRT310 Lesson: Article Discontinuation Lesson Overview Lesson Objectives After completing this lesson.

IRT310 Lesson: Article Discontinuation In certain cases. then the listing conditions that belong to it are also deleted. When an article is discontinued. for example. but no further orders can be placed for the article. Figure 120: Types of Article Discontinuation 2006/Q2 © 2006 SAP AG. • Discontinue article The consequences of discontinuing an article are greater than the consequences of deleting listing conditions. • Deleting the article listing conditions If you delete an article assignment to an assortment owner. or because the article is out-of-date. The article master record remains and there may still be stock available. if the vendor no longer carries the article. 283 . you may still be able to sell it. You can remove the article by deleting the article listing conditions or by discontinuing the article. you may decide that you no longer want to carry a particular article. because there are less expensive alternatives. 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. All rights reserved. However.

All rights reserved. • Client-Wide Article Discontinuation: If an article is to be discontinued from all assortments. 284 © 2006 SAP AG. it can be discontinued on a client-wide basis. • Article Discontinuation for the Distribution Chain: The article can no longer be carried and sold in any assortments in a certain distribution chain . • Article Discontinuation for the Assortment: The article can no longer be procured internally or externally for particular assortments (sites) and can no longer be sold.Unit 6: Single Articles IRT310 The following types of article discontinuation are available in the system: • Article Discontinuation for the vendor: Certain vendors can no longer supply the article for any of the company's sites. 2006/Q2 . The article can no longer be used in any operative business processes.

2006/Q2 © 2006 SAP AG. 285 . Specify this date for the article discontinuation for the assortment and for the distribution chain. All rights reserved.IRT310 Lesson: Article Discontinuation Discontinuation Process Figure 121: Stages in the Discontinuation Process • Ordering block date: The date from which a site can no longer order an article from a vendor. You need to provide this date for all types of article discontinuation. • Sales block date: The date from which an article is no longer allowed to be sold in a site. The delivery date of the purchase order document must be before this block date.

2006/Q2 . transfer posting the stock to value-only articles. sales block date) and start preparing for the discontinuation process. at a previously defined point in time. an arrangement or a purchase order. If all the necessary changes have been made and the sales blocking time has arrived. deleted physically from the database. One way of reducing the stock you have in storage more quickly is to run a promotion. If the article is. for example. If there are problems that could not or cannot be solved automatically. You can implement these automatic follow-up actions or you may decide to let the responsible users process the problems manually. the system automatically defaults a solution. the article discontinuation is triggered for a particular day.Unit 6: Single Articles IRT310 Figure 122: Article Discontinuation Process Steps in discontinuation: • You decide to discontinue an article on a particular date (ordering block date. All rights reserved. then you cannot discontinue the article. for example. the users responsible receive detailed messages in their integrated inboxes. still in stock. After this. in a stock allocation. then the article is first deleted logically. • • • • • 286 © 2006 SAP AG. and then. You must change this data to eliminate the error messages. In certain cases.

IRT310 Lesson: Article Discontinuation Figure 123: Subsequent Processing in Article Discontinuation SAP delivers a range of standard subsequent processing procedures. however. At present. 2006/Q2 © 2006 SAP AG. The processor group is an object from the HR organization model. All rights reserved. One subsequent processing procedure can be defined as the standard procedure for each error message. define additional procedures and link them up with the error messages using the assignment table in the subsequent processing procedures. the following subsequent processing procedures are available: • • • • • • • • • AK: Delete material from promotion AM: Delete material from product catalog EB: Reset source list entries IF: Delete information records for supplying plants IS: Delete information records LK: Reset listing conditions QB: Reset quota arrangement VM: Transfer posting to value-only article VK: Reset selling period Subsequent processing procedures are assigned to the possible error messages. 287 . These procedures are used to resolve errors that occur during article discontinuation. Customers can.

All rights reserved.Unit 6: Single Articles IRT310 288 © 2006 SAP AG. 2006/Q2 .

289 . you discontinue the article in assortment RT##. Execute the discontinuation for an assortment. For performance reasons. 2006/Q2 © 2006 SAP AG. All rights reserved. you can use the test mode before performing the actual check. Select the correct menu path for this. the system can execute the relevant follow-up action immediately and set the deletion flag right away. If you wish. you will be able to: • Explain the differences between the simplified and the complete checks for article discontinuation • Flag an article for logical and physical discontinuation • Trigger an automatic follow-up procedure • Find and solve a problem resulting from the discontinuation process that you have been allocated as processor. To avoid further orders being placed for these articles in the store.IRT310 Lesson: Article Discontinuation Exercise 20: Article Discontinuation Exercise Objectives After completing this exercise. Business Example You have decided that the articles R1TA50## and R1TA51## should no longer be carried in the store RT##. 3. Task 1: 1. The result should be given immediately. Which result provides the simplified check for the discontinuation of both articles? R1TA50##: ______________________________________________________ ___________________________________________________________ R1TA51##: ______________________________________________________ ___________________________________________________________ 5. 2. you first select the simplified check. Why is it not possible to discontinue article R1TA50## straight away? Continued on next page 4. If only one problem per article occurs during the discontinuation check. You want to discontinue article R1TA50## and article R1TA51##(using the multiple selection function) for your assortment RT##.

Which flag is set for your assortment RT##? R1TA50##______________________________________________________ R1TA51##______________________________________________________ Task 4: You now use the work item to continue the discontinuation process. 1. 2006/Q2 . 1. Continued on next page 290 © 2006 SAP AG. Check the article R1TA50## for the assortment RT##. 2. All rights reserved. Which error message cannot be processed automatically? ___________________________________________________________ ___________________________________________________________ 4. Deactivate the offline checks to receive the discontinuation log directly. Go to your inbox and process the unsolved error by deleting the order item there. Hint: The work item appears in the inbox a few minutes after saving. 3. Task 3: View the discontinuation status of articles R1TA50## and R1TA51##. Discontinue your article now.Unit 6: Single Articles IRT310 ___________________________________________________________ ___________________________________________________________ Task 2: As you cannot use the simplified check to discontinue article R1TA50##. Select the correct menu path for this. Ensure that you only process the work item for your store RT##. Discontinue article R1TA50## with the complete check. you use the complete check instead. Hint: If you forget to deactivate the Offline checks. you can view the result by choosing Discontinue → Worklist. Perform the follow-up actions defaulted by the system and then check the article again (choose Edit → Check article again). 1.

All rights reserved. 291 .IRT310 Lesson: Article Discontinuation Task 5: Finally. 1. What status has the article for your assortment RT## now? ______________________________________________________ 2006/Q2 © 2006 SAP AG. check the discontinuation status of your article R1TA50## again.

Which result provides the simplified check for the discontinuation of both articles? R1TA50##: ______________________________________________________ ___________________________________________________________ R1TA51##: ______________________________________________________ ___________________________________________________________ a) Results R1TA50##: red traffic light. a) Simplified check Remove the check for test mode and do not make any changes to any other checkboxes. If you wish. you can use the test mode before performing the actual check. All rights reserved. you first select the simplified check. Select the correct menu path for this. For performance reasons. Retailing: Master Data → Material Data → Material→ Discontinue → Assortment You want to discontinue article R1TA50## and article R1TA51##(using the multiple selection function) for your assortment RT##. the system can execute the relevant follow-up action immediately and set the deletion flag right away. 2006/Q2 . R1TA51##: green traffic light. 3. 4.Unit 6: Single Articles IRT310 Solution 20: Article Discontinuation Task 1: 1. Execute the discontinuation for an assortment. If only one problem per article occurs during the discontinuation check. a) Assortment Article RT## by means of multiple selection (arrow after the article field): R1TA50## and R1TA51##. the deletion indicator is not set. Continued on next page 292 © 2006 SAP AG. The result should be given immediately. the deletion indicator is set. a) 2.

you use the complete check instead. Deactivate the offline checks to receive the discontinuation log directly. Which error message cannot be processed automatically? ___________________________________________________________ Continued on next page 2006/Q2 © 2006 SAP AG. a) 2. Perform the follow-up actions defaulted by the system and then check the article again (choose Edit → Check article again). Hint: If you forget to deactivate the Offline checks. All rights reserved. 1. Select the correct menu path for this. RT## R1TA50## 3. Why is it not possible to discontinue article R1TA50## straight away? ___________________________________________________________ ___________________________________________________________ a) The article cannot be discontinued as a purchase order exists. you can view the result by choosing Discontinue → Worklist. Discontinue article R1TA50## with the complete check. a) Assortment Article b) c) Complete check Deselect the Offline checks checkbox. Retailing: Master Data → Article Data → Article → Discontinue → Assortment Check the article R1TA50## for the assortment RT##. 293 . Hint: If you forget to deactivate the Offline checks. you can see the result by choosing Discontinue → Worklist.IRT310 Lesson: Article Discontinuation 5. Task 2: As you cannot use the simplified check to discontinue article R1TA50##.

2006/Q2 . 1. Select the item Choose Follow-Up Actions Choose Enter to confirm the message. Select assortment RT##. Edit → Check article again The message “Purchase order exists” could not be deleted automatically. Which flag is set for your assortment RT##? R1TA50##______________________________________________________ R1TA51##______________________________________________________ a) b) c) Retailing: Master Data → Article Data → Article → Discontinue → Discontinuation Status Use multiple selection (arrow after the article field) to select article R1TA50## and article R1TA51##. R1TA50##: Discontinuation Process Started R1TA51##: Deletion flag set Continued on next page 294 © 2006 SAP AG. a) Choose Discontinue Task 3: View the discontinuation status of articles R1TA50## and R1TA51##. All rights reserved.Unit 6: Single Articles IRT310 ___________________________________________________________ a) b) c) d) 4. Discontinue your article now.

Go to your inbox and process the unsolved error by deleting the order item there. check the discontinuation status of your article R1TA50## again. 1.IRT310 Lesson: Article Discontinuation Task 4: You now use the work item to continue the discontinuation process.. 295 .. Ensure that you only process the work item for your store RT##.. Ensure that you only process the work item for your store RT##. What status has the article for your assortment RT## now? ______________________________________________________ a) Retailing: Master Data → Article Data → Article → Discontinue → Discontinuation Status Article Assortment New Status R1TA50## RT## Deletion flag set 2006/Q2 © 2006 SAP AG. All rights reserved. a) SAP menu → Office → Work Center Hint: The work item appears in the inbox a few minutes after saving. b) c) d) e) f) g) h) i) In the Business Workplace choose Inbox → Workflow → Grouped according to task → Display Error in Discontinuation of Site Article Select work item Choose Execute Select and delete the purchase order. 1. Execute function . Task 5: Finally. Hint: The work item appears in the inbox a few minutes after saving. Message “.” appears. Purchase Order → Save Choose Update Choose F3 to go back and terminate the work item. Choose “Yes to confirm it”..

2006/Q2 . All rights reserved.Unit 6: Single Articles IRT310 Lesson Summary You should now be able to: • Select an article for logical and physical discontinuation at the end of its life cycle • Describe the most important subsequent processing procedures in article discontinuation 296 © 2006 SAP AG.

All rights reserved.IRT310 Unit Summary Unit Summary You should now be able to: • Create an article master record • Name the various article categories • Explain the connection between the views of the article maintenance and the organizational units • Maintain the individual views in the article master • List the integrated mass maintenance options • Describe what the article core master data is • Explain how you can use the maintenance groups • Explain the use of the article monitor • Describe the different ways of copying the article • Name and configure the maintenance and default options of the PRICAT function • Edit a PRICAT catalog item • Post a PRICAT catalog item • Name the possible uses of the article list • Describe the different kinds of article lists • Create your own article lists • Adapt the article master record to suit your individual needs • Structure the data screens and combine them in screen sequences • Select an article for logical and physical discontinuation at the end of its life cycle • Describe the most important subsequent processing procedures in article discontinuation 2006/Q2 © 2006 SAP AG. 297 .

2006/Q2 .Unit Summary IRT310 298 © 2006 SAP AG. All rights reserved.

All rights reserved.................................................................309 Lesson: Creating a Generic Article ...............329 Lesson: Prepack ........................................333 2006/Q2 © 2006 SAP AG..... Unit Objectives After completing this unit.................314 Exercise 22: Creating a Generic Article ... 299 ......Unit 7 Generic Articles and Variants Unit Overview This unit explains how you can create variants via characteristics on the merchandise category and via the characteristics profiles..................301 Exercise 21: Characteristics .... how to control the sales price maintenance for the variants.................................... You will learn how to create a generic article with variants........... and how to maintain additionals for an article.............................319 Exercise 23: Pricing for Generic Articles and Variants ........... you will be able to: • • • • • • • • • • • • • Create characteristics Assign characteristic values to characteristics Group characteristic values together Create characteristics profiles and assign them to the merchandise category Explain the difference between generic articles and single articles List the prerequisites for creating a generic article Create a generic article with variants Maintain different prices for individual variants of a generic article Name the possible uses of the prepack Describe the structure of a prepack Create a prepack article for an existing generic article Explain which controls are necessary for additionals and set the most important parameters Assign additionals to an article Unit Contents Lesson: Characteristics ......

...341 Exercise 25: Additionals ........... 2006/Q2 .......................Unit 7: Generic Articles and Variants IRT310 Exercise 24: Structured Articles ..........337 Lesson: Additionals...............349 300 © 2006 SAP AG.................................................................... All rights reserved..........................

Lesson Objectives After completing this lesson. 301 . the size of a T-shirt or the flavor of a yoghurt. depending on how the characteristic is defined. and tells you how they are created and what attributes they can have. You create characteristics for merchandise catagories or merchandise catagory hierarchy levels. All rights reserved. Creating Characteristics Characteristics refer to attributes of an object.IRT310 Lesson: Characteristics Lesson: Characteristics Lesson Overview This lesson explains the role of characteristics. You can copy. You carry the sports textiles in different colors and sizes. Within a grouping. you will be able to: • • • • Create characteristics Assign characteristic values to characteristics Group characteristic values together Create characteristics profiles and assign them to the merchandise category Business Example You add the area Sport to your textiles assortment. 2006/Q2 © 2006 SAP AG. such as the color of a blouse. restrict or add the values of the superior hierarchy level in the subordinate level. the values of the characteristics are passed on from one level to the next. You should be able to assign the different colors and sizes to the different articles as simply and efficiently as possible.

for example. while another article can receive the value Blue. yellow. Characteristics can be valued differently for each individual article. All rights reserved. Characteristic values can be created with two different transactions. characteristic values = red. 2006/Q2 . characteristic = color.Unit 7: Generic Articles and Variants IRT310 Figure 124: Characteristic: Definition We differentiate between: • • Variant-creating characteristics (suitable for creating generic articles) Non-variant-creating characteristics (for display purposes only) Characteristic Values Characteristic values are the concrete attributes of a characteristic. an article with the characteristic Color can receive the value Red. for example. 302 © 2006 SAP AG. blue.

If you want to use the new characteristic value storage. 303 . you can navigate to the new maintenance transaction (WRFCHVAL). After you save the new characteristic. which is used to carry out the value check. 2006/Q2 © 2006 SAP AG. You can only navigate to the new transaction in for characteristics that use the function module named above as value check. The name of the function module delivered by SAP is WRF_CHECK_CHAR_VAL.IRT310 Lesson: Characteristics Figure 125: Characteristic Values: Options during the Creation Use the characteristic maintenance (transaction CT04) to create a characteristic. and when the maximum number of characters is 18. The new characteristic value maintenance is also only possible for character format (CHAR) characteristics. All rights reserved. to create the characteristic values for this characteristic. you have to assign a function module in the characteristics maintenance.

in BW) is supported. 2006/Q2 . are stored in different tables. so that the operative processes can perform better when accessing variants of a special color or size. This information is required as a control in operative processes (for example. in the markdown planning. but for which you still want to use the new value storage. price planning workbench). for colors. 304 © 2006 SAP AG. The characteristic values maintained in this way. information about whether a color. • • • Characteristic typing direct/high-performance access to color and size information by means of the article basic data (table MARA) Color and size information updated to the BW Characteristic typing is used to assign the information to a characteristic (which can have any value and description).Unit 7: Generic Articles and Variants IRT310 Figure 126: How to proceed when using the new characteristic value storage In addition to the actual characteristic values. The use of color and size characteristics in operative processes (for example. All rights reserved. The characteristics values of a typed characteristic are also stored redundantly in table MARA for each variant of a generic article. and the characteristic values created directly for the characteristic by means of transaction CT04. in the operative planning. up to ten customer-specific values can be maintained via the maintenance dialog (for example. and so on). The characteristic is typed as a color characteristic. a main size or an additional size is concerned. size characteristic (main size) or size characteristic (second size) in the new characteristic value maintenance. an internal color code can be converted into a pantone color code. You also have the option of selecting Not typed for characteristics that do not fit into a color or size schema.

language-dependent descriptions can also be created (a maximum of 10). analyzing color.IRT310 Lesson: Characteristics Furthermore you define the check option. 20 colors and 20 sizes). is also defined. in the case of individual generic articles. Figure 127: Characteristic Value Maintenance If additional columns were defined in Customizing for the characteristic type in question (for example. which has an effect during the article maintenance. only a very limited section from the characteristic value spectrum is required (for example. several thousand color values. it is important that the available characteristic values can be logically bundled into groupings defined by the customer. 305 . values can also be created for the characteristic type. 2006/Q2 © 2006 SAP AG. by navigating through the individual groupings. Against this background. pantone color). In the case of color and size characteristics. where. This means that you can quickly compile the characteristics relevant to you. as a rule. There can be an improved selection of the relevant internal characteristic values within the framework of the search help. All rights reserved. a large number of characteristic values is concerned (for example. This spectrum of relevant characteristic values can vary from one generic article to the next. You can use this to control whether additional characteristic values. The values in the additional columns can be interpreted as an alternative identification of the characteristic values. which were not defined in the new characteristic value storage and therefore are only valid for this article. In addition to the characteristic value that is a maximum of 18 characters long. can be created spontaneously during the article maintenance. which are subject to constant seasonal enhancements).

The left-hand screen area displays the hierarchy tree that lists the created characteristic value groups. this node is not displayed in the characteristic values search help. Characteristic values can be assigned to the individual hierarchy nodes at every level (screen area on the bottom right: characteristic values assignment). in the article maintenance. analyzing color. the individually defined additional columns (for example. For improved orientation. Characteristic value can be assigned to any number of hierarchy nodes.Unit 7: Generic Articles and Variants IRT310 Figure 128: Characteristic Value Groups After the characteristic values are saved. The hierarchical characteristic value grouping defined in this way is then available during the article maintenance when the search help is used to select the characteristic values. the node is available to all merchandise categories. you can group the existing characteristic values application-specifically in form of a hierarchy. this only concerns characteristics that do not use the new value storage characteristic values. Generally. All rights reserved. The first time the maintenance of the characteristic value groupings is called. 306 © 2006 SAP AG. only the root node of the hierarchy that represents the characteristic exists. The other characteristics are typed directly in the new maintenance of the characteristic values. so that the characteristic values can be bundled and distributed correctly for the user. if the existing article does not belong to one of the specified merchandise categories within the restriction list. You can also use transaction WRFCHVALTYPE to type characteristics. 2006/Q2 . This means that. The possible use of a hierarchy node can also be restricted to a fixed number of merchandise categories (upper right screen area: merchandise category restriction). If there are no restrictions. pantone color) are also available in this maintenance and in the characteristic values search help.

2006/Q2 © 2006 SAP AG. which use this characteristic. 307 .IRT310 Lesson: Characteristics The check option cannot be maintained in such characteristics. in the characteristic maintenance (CT04) in the Values tab. there is a report you can use to redundantly store the color and size information in table MARA. the Additional Values indicator must be set if you want to be able to create characteristic values in the article maintenance on an ad-hoc basis. If a categorization is carried out subsequently and variants already exist. All rights reserved. Here.

2006/Q2 .Unit 7: Generic Articles and Variants IRT310 308 © 2006 SAP AG. All rights reserved.

you will be able to: • Create a characteristic for which the new characteristic value storage can be used. If you group characteristic values together ..... □ □ □ □ A B C D .IRT310 Lesson: Characteristics Exercise 21: Characteristics Exercise Objectives After completing this exercise. it is important that the maintenance of the characteristic values and the selection of these values for the article creation is as user-friendly as possible.. All rights reserved. To be able to use the characteristic value creation for a characteristic. the characteristic must be created in the format _____________... Values are maintained for this characteristic. 309 . Fill in the blanks to complete the sentence. a characteristic value can be assigned to a characteristic value group .. Result Task 2: 1. a characteristic value must be assigned to more than one characteristic value group . Choose the correct answer(s). a characteristic value can be assigned to several characteristic value groups .. and are then grouped together into characteristic value groups. Business Example In companies that work with a lot of generic articles and a large number of variants for each generic article. a characteristic value can be assigned to no characteristic value group Continued on next page 2006/Q2 © 2006 SAP AG. Task 1: 1..

310 © 2006 SAP AG. 4. 2. 5. generic articles are created with the characteristics Color and Size. but can be restricted to certain values depending on the season. In the merchandise category “Sportswear”. You want to use the new characteristic values maintenance for these characteristics.Unit 7: Generic Articles and Variants IRT310 Task 3: You want to add textiles to your assortment. and created the merchandise category “Sportswear” under this hierarchy level. Maintain the following as characteristic values: Char. Maintain two characteristic values groups and divide the values among both seasons. 1. and also enter a customer-specific value in the Analyzing Color column. 2006/Q2 . Value 1 11 12 13 2 21 22 23 24 3 31 32 8 3. Create a characteristic profile MP## with the new characteristic Color## and the existing characteristic Size. Create a new characteristic Color##. Use the maintenance transaction to maintain the characteristic values. and so created a new merchandise category hierarchy level “Apparel”. The basic colors black and white are included in both groups. All rights reserved. Description white snow white wool beige yellow sunflower orange apricot peach red coral bordeaux black Analyzing Color white white white white yellow yellow orange orange orange red red red black The various color characteristic values are likely not to be relevant for all articles. Assign the characteristics profile to RF1T0## Sweat-Shirts GR##.

Answer: Result Task 2: 1. Create a new characteristic Color##. You want to use the new characteristic values maintenance for these characteristics. 311 .. a) Use the transaction CT04 to create the characteristic and on the Values tab maintain the check via the function module WRF_CHECK_CHAR_VAL. Use the maintenance transaction to maintain the characteristic values. Value 1 11 12 13 Description white snow white wool beige Analyzing Color white white white white Continued on next page 2006/Q2 © 2006 SAP AG. 2. Answer: A. and created the merchandise category “Sportswear” under this hierarchy level. and also enter a customer-specific value in the Analyzing Color column. D Task 3: You want to add textiles to your assortment. generic articles are created with the characteristics Color and Size.IRT310 Lesson: Characteristics Solution 21: Characteristics Task 1: 1.. Maintain the following as characteristic values: Char. 1. B. All rights reserved. If you group characteristic values together . and so created a new merchandise category hierarchy level “Apparel”. In the merchandise category “Sportswear”. the characteristic must be created in the format _____________. To be able to use the characteristic value creation for a characteristic.

a) Use transaction WRFCHVALGRP to group together the characteristic values. The basic colors black and white are included in both groups. 5. Assign the profile to the merchandise category in transaction WG22. create a characteristics profile. yellow sunflower orange apricot peach red coral bordeaux black yellow yellow orange orange orange red red red black Use transaction WRFCHVAL to create characteristic values. Maintain the profile and then choose Create. The various color characteristic values are likely not to be relevant for all articles. a) 312 © 2006 SAP AG.Unit 7: Generic Articles and Variants IRT310 2 21 22 23 24 3 31 32 8 a) 3. maintain the groups Spring/Summer and Autumn/Winter. a) In transaction CLWE. The Relevancy Indicator is 2. Maintain two characteristic values groups and divide the values among both seasons. Under your characteristic Color##. 4. Assign the characteristics profile to RF1T0## Sweat-Shirts GR##. Create a characteristic profile MP## with the new characteristic Color## and the existing characteristic Size. maintain a description and use the Characteristics tab to assign the two characteristics. 2006/Q2 . but can be restricted to certain values depending on the season. All rights reserved.

All rights reserved.IRT310 Lesson: Characteristics Lesson Summary You should now be able to: • Create characteristics • Assign characteristic values to characteristics • Group characteristic values together • Create characteristics profiles and assign them to the merchandise category 2006/Q2 © 2006 SAP AG. 313 .

All rights reserved. The Structure of a Generic Article with Variants Variants are articles that only differ from one another in certain characteristics values (for example. Lesson Objectives After completing this lesson. They are compiled under one generic article. as the data that is valid for all variants only needs to be entered once for the generic article. Using generic articles makes it easier to maintain variants.Unit 7: Generic Articles and Variants IRT310 Lesson: Creating a Generic Article Lesson Overview This lesson shows you how to create generic articles and variants. size or flavor). you will be able to: • • • • Explain the difference between generic articles and single articles List the prerequisites for creating a generic article Create a generic article with variants Maintain different prices for individual variants of a generic article Business Example Your vendor is offering a new T-shirt for the new season in various colors and sizes. 2006/Q2 . color. Figure 129: Generic Articles/Variants: Definition 314 © 2006 SAP AG.

In order to flag a characteristic as Relevant to variants you use the Relevancy 2006/Q2 © 2006 SAP AG. Figure 130: Generic Articles: Examples Creating Variants for a Generic Article Figure 131: Generic Articles: Creating Variants Generic articles are created with the article category 01 Generic article.IRT310 Lesson: Creating a Generic Article Generic articles can be used in all areas of retail in which articles only differ in certain characteristics values. there must be at least one variant-creating characteristic in the merchandise category. All rights reserved. 315 . To be able to create a generic article in a merchandise category.

one is fixed and the two unfixed characteristics form the matrix. to be able to use this characteristic to create variants of a generic article. The size 316 © 2006 SAP AG. Otherwise the variants are created when you use the merchandise category characteristics to create a generic article. from: • • • The generic article number The first 2 digits of the characteristic Color. The characteristics of the characteristic profile determines the possible variants (matrix/list) for the generic article. 2006/Q2 . The relevancy indicator must be set to 2. A generic article matrix is formed from the variant-creating characteristics. Several characteristic profiles can be assigned to one merchandise category.Unit 7: Generic Articles and Variants IRT310 Indicator when assigning the characteristic to the merchandise category or to the characteristics profile. the generic article variants are usually numbered based on the generic article's number with internal number assignment in form of a sequential three-digit suffix. for example. If you have three characteristics. You can use a user exit to compose the article numbers of the variants. You can select the variants that are to be created by simply selecting the relevant checkboxes. Figure 132: Generic Articles: Number Assignment for Variants In SAP Retail. When you create an article in the merchandise category in question. If you have more than three characteristics. All rights reserved. the possible variants are displayed in a list. you can select one of the assigned characteristic profiles.

2006/Q2 © 2006 SAP AG.IRT310 Lesson: Creating a Generic Article Figure 133: Generic Articles: Variant Listing With variant listing. 317 . The sales price calculation for variants is controlled by means of a pricing profile and a pricing reference article. the system checks if exactly the same variant does not already exist as part of a generic article in the module. Generic Article Pricing Figure 134: Generic Articles: Pricing Control (1) Influencing Factors in the Pricing Control Generic article variants can either automatically inherit a sales price from the generic article or have their own separate sales price. All rights reserved.

In the Sales view. propose GArticle as ref. 1 = Variants priceable differently. do not propose GArticle as ref. The pricing reference article field contains the article number of the article from which the variants receive their price.Unit 7: Generic Articles and Variants IRT310 The pricing profile in the article master record (Basic Data) of the generic article can have the following attributes: • • • 0 = Variants priceable differently. Figure 135: Generic Articles: Calculation Controls (2) For each variant. if the variant is to have the same price. or the variant's own article number (then a separate price is calculated for the variant). the field for the pricing reference article contains either the generic article number (then the variant inherits the generic article price). If the pricing reference article field is empty or contains the variant's own article number. 2 = All variants have the sales price of the generic article The pricing profiles are preset and cannot be changed. then the variant has the price of the variant that was entered. then a separate price has to be calculated for the variant. then the variant has the price that was inherited from the generic article. If the field for the pricing reference article remains empty. then the result is the same as entering the variant's own article number. or the article number of another variant. • • • If the pricing reference article field contains the generic article number. 318 © 2006 SAP AG. If the field contains the article number of another variant. choose Variant Prices to maintain the pricing reference article for each variant. 2006/Q2 . All rights reserved.

X X 12 X X X 14 16 X 2. Use the characteristic profile RFP02 to create the generic article variants. Create the summer dress as a generic article with the views Basic Data. Purchasing and Sales. The dress is offered is the colors beige and blue and in the sizes 10-16. 3. The dress is offered in the following color-size combinations: 10 beige blue 5. ##. The article is delivered in the purchasing organization R300 by the vendor RF1304. The article receives the description Summer dress Gr. 4. It belongs to the article type Fashion and to the merchandise category RF12124. All rights reserved. 6. Continued on next page 2006/Q2 © 2006 SAP AG. Select the relevant colors under Basics and assign the sizes to the article. You now want to create the article for the distribution channel RG10/R1. 319 . for which you now want to create the master record in the system. 1. you will be able to: • Create a generic article with variants Business Example Your current summer collection contains a new dress in different colors. The article number A2## should be assigned to the article. Listing. Go to the basic data view of the article. Task 1: Now create the dress as a generic article in the system. Let the system determine the instore EANs for the variants.IRT310 Lesson: Creating a Generic Article Exercise 22: Creating a Generic Article Exercise Objectives After completing this exercise. All generic article variants have the unit of measure each.

The variants of the color beige are not to be sold until one month from today. to list in stores and distribution centers. You have agreed on a purchasing price of 43 USD for each dress. size and waist size variants. 3. 1. all the variants of size 10 are going to be delivered at a price of 40 USD for each piece. Task 4: In the Sales tab. Maintain the corresponding point in time for these variants (For sale from). 2. 1. The purchasing group 001 is responsible for the vendor. However. 2006/Q2 . Go to the Listing view and list the generic article with all its variants. 2. You use the listing procedure. 3. Create this article in the merchandise category Bus. 1. You sell the dress in distribution chain R10/R1 for a price of 199 USD each. The planned delivery time is 20 days. Perform the listing and display the results for the assortments. All rights reserved. 2. The characteristics can be determined from the characteristics profile MENSPANTS. Create the Basic Data for a generic article A3## in the merchandise category RF13121 with the article type Fashion. 2.Unit 7: Generic Articles and Variants IRT310 Task 2: You now determine in which assortments your dress should be included. Save the article data. Trousers (RF13121). which have color. 1. Cas. There are the following pants combinations: Für waist 32: Continued on next page 320 © 2006 SAP AG. maintain sales data for the distribution chain RG10/R1. Task 5: Your vendor offers you men's trousers. The article is carried in the stores from the 1st of the following month until the end of the current year. which checks merchandise categories and assortment grades. Task 3: Maintain the purchasing data for your vendor RF1304 in the Purchasing tab.

All rights reserved. X X X X Navy X X Navy X X Display all the variants in the list display. 2006/Q2 © 2006 SAP AG. 4. 321 .IRT310 Lesson: Creating a Generic Article Khaki Length 33 Length 34 For waist 34: Khaki Length 33 Length 34 3. Do not save the article data.

and choose Enter: 4. A2## RF12124 Fashion Generic article R300 RF1304 RG10 R1 Retailing: Master Data → Article Data → Article → Create Select the Basic Data. 1. Listing. The article number A2## should be assigned to the article. Select the sizes 10.Unit 7: Generic Articles and Variants IRT310 Solution 22: Creating a Generic Article Task 1: Now create the dress as a generic article in the system. The article is delivered in the purchasing organization R300 by the vendor RF1304.12. The dress is offered is the colors beige and blue and in the sizes 10-16. a) b) c) Article Number Merchandise Category Article Type Article Category Purchasing Organization Vendor Sales Organization Distribution Channel d) 2. In the hierarchy. You now want to create the article for the distribution channel RG10/R1. 2006/Q2 . 3. Select the relevant colors under Basics and assign the sizes to the article. The dress is offered in the following color-size combinations: Continued on next page 322 © 2006 SAP AG.14 and 16. All rights reserved. a) Enter Double-click the characteristic profile RFP02. select beige and blue and choose Enter. Create the summer dress as a generic article with the views Basic Data. Purchasing and Sales. Choose the F4 Help beside the Sizes field. a) b) c) d) Choose the F4 Help beside the Colors field. Listing. Purchasing and Sales views. Use the characteristic profile RFP02 to create the generic article variants. Press CTRL. expand the Basics area. It belongs to the article type Fashion and to the merchandise category RF12124.

EA IE Continued on next page 2006/Q2 © 2006 SAP AG. Select the combinations specified in the table. Let the system determine the instore EANs for the variants.IRT310 Lesson: Creating a Generic Article 10 beige blue a) b) 5. You can go back to the basic data view of the article by choosing F8. ##. a) In the subscreen Default value creation of variant EANs: AUoM EAN Category Select Internal EAN Assignment. The article receives the description Summer dress Gr. All rights reserved. Go to the basic data view of the article. X X 12 X X 14 X 16 X To go to the generic article matrix. 323 . b) c) d) Variant-EANs button XXX Confirm the warning message by choosing Enter. Article Short Text Summer dress Gr## 6. All generic article variants have the unit of measure each. choose F3. a) You can go back to the basic data view of the article by choosing F3.

The article is carried in the stores from the 1st of the following month until the end of the current year. The planned delivery time is 20 days. Deliv. The purchasing group 001 is responsible for the vendor. Time 20 001 Continued on next page 324 © 2006 SAP AG.Unit 7: Generic Articles and Variants IRT310 Task 2: You now determine in which assortments your dress should be included. 1. a) b) Choose Execute Listing Choose Assorts Task 3: Maintain the purchasing data for your vendor RF1304 in the Purchasing tab. PurchasingGroup 2. Go to the Listing view and list the generic article with all its variants. a) Go to the Listing tab Listing Procedures Listing from Listing to B1 <1st of the following month> <31st of December of this year> 2. a) Go to the Purchasing tab. which checks merchandise categories and assortment grades. a) Go to the Purchasing tab Pl. to list in stores and distribution centers. All rights reserved. Perform the listing and display the results for the assortments. 1. 2006/Q2 . You use the listing procedure.

maintain a selling time one month from today. However. You sell the dress in distribution chain R10/R1 for a price of 199 USD each.IRT310 Lesson: Creating a Generic Article 3. Copy rule Copy Changes to the following node of the column Choose Apply Rule Go back using the green arrow. Use the green arrow to go back. Maintain the corresponding point in time for these variants (For sale from). a) b) c) 2. 325 . a) Final price Enter 3. You have agreed on a purchasing price of 43 USD for each dress. all the variants of size 10 are going to be delivered at a price of 40 USD for each piece. a) Go to the Purchasing tab Net Price: b) c) d) e) f) Choose Variant Prices button For variant blue/size 10. a) Article → Save 199 Double-click the For sale from field For the variants of the color beige. Continued on next page 2006/Q2 © 2006 SAP AG. All rights reserved. The variants of the color beige are not to be sold until one month from today. enter 40 as the price. maintain sales data for the distribution chain RG10/R1. Save the article data. 43 Task 4: In the Sales tab. 1.

1. There are the following pants combinations: Für waist 32: Khaki Length 33 Length 34 For waist 34: X X Navy X X A3## Fashion Goods RF13121 01 Continued on next page 326 © 2006 SAP AG. Cas.Unit 7: Generic Articles and Variants IRT310 Task 5: Your vendor offers you men's trousers. which have color. The characteristics can be determined from the characteristics profile MENSPANTS. size and waist size variants. a) Retailing: Master Data → Article Data → Article → Create Article Number Article Type Merchandise Category Article Category Enter 2. All rights reserved. Trousers (RF13121). Create this article in the merchandise category Bus. 2006/Q2 . Create the Basic Data for a generic article A3## in the merchandise category RF13121 with the article type Fashion.

. Double-click the characteristic Waist to select the value 34. Do not save the article data. 2006/Q2 © 2006 SAP AG. Select the relevant combinations for waist 32. a) a) Do not save the article data. All rights reserved. Choose the following characteristic values: Waist Length Color 32 and 34 33 and 34 Khaki and Navy c) d) e) f) 3. 4. Display all the variants in the list display.. 327 .IRT310 Lesson: Creating a Generic Article Khaki Length 33 Length 34 a) b) X X Navy X X Double-click the MENSPANTS characteristic profile. Choose the green arrow Fix the color and size characteristics by setting the radiobutton for Length to Y and the radiobutton for Color to X. Also create all combinations for waist 34. Choose Layout Mode.

2006/Q2 .Unit 7: Generic Articles and Variants IRT310 328 © 2006 SAP AG. All rights reserved.

IRT310 Lesson: Creating a Generic Article Exercise 23: Pricing for Generic Articles and Variants Exercise Objectives After completing this exercise. Call the Sales view to maintain the sales price. What other options are available for pricing? ______________________________________________________ ______________________________________________________ 4. The settings in that pricing profile ensure that the generic article is defaulted as the pricing reference article. Which pricing profile do you select? ______________________________________________________ 3. 6. What is the easiest way of doing this? Set the indicator to save the sales conditions and save the article data. 2006/Q2 © 2006 SAP AG. In the distribution chain RG10/R1. 2. size 10 for USD 189. you want to sell the dress in the variant beige. 1. you have to select a specific pricing profile in the generic article’s Basic Data. How can you maintain a separate sales price for this variant? ______________________________________________________ 5. size 10. All rights reserved. 329 . The other variants of size 10 should have the same price as the variant beige. you will be able to: • Determine how you should calculate the prices of generic article variants • Calculate the prices of a generic article variant differently Business Example Size 10 clothes are going to be sold at a lower price than the other sizes Task: The generic article has been created for the dress and you now want to sell all variants of the size 10 dress for a lower price. To calculate separate prices for the variants.

2. 1 What other options are available for pricing? ______________________________________________________ ______________________________________________________ a) F4 Help 4. Call the Sales view to maintain the sales price. To calculate separate prices for the variants. 2006/Q2 . size 10 for USD 189.Unit 7: Generic Articles and Variants IRT310 Solution 23: Pricing for Generic Articles and Variants Task: The generic article has been created for the dress and you now want to sell all variants of the size 10 dress for a lower price. 1. How can you maintain a separate sales price for this variant? Continued on next page 330 © 2006 SAP AG. All rights reserved. you have to select a specific pricing profile in the generic article’s Basic Data. you want to sell the dress in the variant beige. Which pricing profile do you select? ______________________________________________________ a) Go to the “Groupings” subscreen Pricing profile 3. In the distribution chain RG10/R1. The settings in that pricing profile ensure that the generic article is defaulted as the pricing reference article. a) Retailing: Master Data → Material Data → Material → Change Article Sales Organization Distribution Channel A2## RG10 R1 Select the Basic Data and Sales views.

The other variants of size 10 should have the same price as the variant beige. Sales tab Choose Variant Prices Choose Maintain Pricing Reference Article and remove the generic article as a price article for variant beige.IRT310 Lesson: Creating a Generic Article ______________________________________________________ a) b) c) d) e) 5. Choose Copy For variant beige. a) b) 2006/Q2 © 2006 SAP AG. What is the easiest way of doing this? a) b) c) Choose Maintain Pricing Reference Article For the variants of size 10. size 10. Set the Save Calculated Price indicator. All rights reserved. size 10. size 10. 331 . Material → Save 6. enter the article number of the variant beige. Set the indicator to save the sales conditions and save the article data. Choose the green arrow to return to the main data screen. enter 189 as the final price. size 10 as a Pricing Reference Article.

Unit 7: Generic Articles and Variants IRT310 Lesson Summary You should now be able to: • Explain the difference between generic articles and single articles • List the prerequisites for creating a generic article • Create a generic article with variants • Maintain different prices for individual variants of a generic article 332 © 2006 SAP AG. 2006/Q2 . All rights reserved.

333 . Using Prepacks A prepack is a quantity of variants of one or more generic articles. a purchase price and purchase price conditions. Prepacks are mostly used in the textile sector or shoe area. Lesson Objectives After completing this lesson. it has its own article number. the manufacturer or the vendor. All rights reserved. A prepack is purchased as an individual article. Figure 136: Prepack Structure 2006/Q2 © 2006 SAP AG. Prepacks are mainly used in the textiles sector. The components of a prepack must belong to the same merchandise category as the prepack itself. A prepack can be prepared by the retailer. Therefore. you will be able to: • • • Name the possible uses of the prepack Describe the structure of a prepack Create a prepack article for an existing generic article Business Example Your stores always receive quantities of T-shirts and shoes in fixed ratios of colors and sizes You use prepacks to define this quantity distribution.IRT310 Lesson: Prepack Lesson: Prepack Lesson Overview A prepack is a structured article.

You call the bills of material maintenance by selecting the Components button in the Basic Data view. and in the distribution center. Size 11 = 3x Size 11. Then enter a generic article. it is managed on complete prepack level. Bills of material are used to assign generic articles with their variants. You now only have to enter the required quantities. The sneakers are available in sizes 11. you enter the article number of the prepack. The splitting type can be set in Customizing and the system then automatically carries out the inventory posting at the defined level (i. In the purchase order. The system automatically sets the variants of this generic article. If you now select the value 3 for the prepack. Choose Continue. All rights reserved. This means that an intelligent prepack stock allocation is possible. which helps to improve the stock turnover and to reduce markdowns. The sneakers are always ordered with the following quantity ratios.or header level).com Maintaining Prepacks Prepacks are created with the article category Prepack. prepacks are only sold in their individual components. Prepacks are integrated into the process of the stock allocation with the corresponding data for the generic article in question. since these values are proposed from the prepack maintenance. the sneakers are automatically ordered in the following quantities: Size 11 = 9x Size 11. which represents the above quantity ratios. You can find more information about this on the SAP Help Portal at: help. the characteristics and the assortment planning.5 = 5x Size12 = 3x You define a prepack. at component. In the purchase order. Prepacks allow you to order a predefined quantity of variants of a generic article.e.5 = 15x Size 12 = 9x Inventory is usually managed in the store on individual component level. 2006/Q2 . they are sold as complete prepacks. you no longer have to fill the quantity fields of the variants. 334 © 2006 SAP AG.sap.5 and 12. 11.Unit 7: Generic Articles and Variants IRT310 In the retail sector. whereas in wholesale. Note: Example for a prepack: You created sneakers as a generic article.

the system can automatically determine the required quantities from the quota scales. To do this.IRT310 Lesson: Prepack Figure 137: Creating Prepacks Hint: If you have created quota scales for the variant-creating characteristics of the generic article. expand the relevant generic article and the relevant characteristic in the tree structure. Figure 138: Use the Prepack Allocation Planning to Create a Prepack 2006/Q2 © 2006 SAP AG. and select the required quota scale. 335 . All rights reserved.

You can also remove lots from the allocation. The transaction for prepack allocation planning enables you to trigger the creation of the vendor purchase orders as follow-on documents for the allocation table. 2006/Q2 . You can also determine delivery phases specifically for a certain combination of store group and prepack article. You can process generic articles with up to two characteristics. You can create new prepacks and include them in the allocation. Both characteristics are determined by the order in which they were defined in Customizing. The first characteristic (for example. All rights reserved. 336 © 2006 SAP AG. You can also plan stock (putaway) to be kept in the distribution center for replenishment purposes during a season. The component list for a prepack article can be changed provided the Customizing settings allow this. The planned quantities for the article concerned according to main characteristic and assortment can be sent to the MAP transaction using an interface. If you make changes to the allocation table at a later date. and the second (for example. You can determine the components of a prepack article using a matrix. the size) in the columns. the color) is displayed in the rows of the matrix.Unit 7: Generic Articles and Variants IRT310 The prepack allocation planning allows you to link several prepack articles with a generic article. and to define how these prepack articles are composed. so that you can check whether the allocated quantities match the planned quantities. You can determine the stores that are going to sell the articles concerned using assortments or allocation rules to which you assign the corresponding prepacks. the purchase orders will be changed automatically to reflect these changes.

The prepack should not contain more than 70 sneakers. 4. The men's sneakers have the article number A5## and belongs to the merchandise category for athletics RF11111. 1. Save your article. which are delivered to you in prepack quantities. Only maintain the Basic Data view. Create all the possible combinations of these colors and sizes. You only maintain the Basic Data view for the prepack too. you choose the article category generic articles. Task 1: Create sneakers for men as a generic article. Ensure you select the correct article category. Create the components from the generic article variants A5##.IRT310 Lesson: Prepack Exercise 24: Structured Articles Exercise Objectives After completing this exercise. All rights reserved. The article is a fashion article with the article type: Fashion Goods. As you want to carry the article in several colors and sizes. Enter a quantity for every combination. Enter Men's sneakers Gr## as the article short text. Save your article. 1. 337 . Let the system check this and adjust the quantities if necessary. 3. 3. 4. 2. The article is a fashion article with the article type Fashion. 2. The prepack has the article number LOT_## and also belongs to your merchandise category for athletics RF11111. 5. you plan to sell sneakers for men.5 and 9. Task 2: Now create a prepack with which you want to order the shoes from your vendor at a later stage. you will be able to: • Create a prepack Business Example Due to an upcoming sports event. Your article description is Sneakers prepack Gr##. Now allocate the components to the prepack. 2006/Q2 © 2006 SAP AG. The men's sneakers are offered in the colors black and camel and in the sizes 8. The system determines the colors and sizes of the article from the characteristics profile RFP04.

a) b) Retailing: Master Data → Article Data → Article → Create Select the Basic Data view.5 and 9 from the Characteristic Value Assignment subscreen.Unit 7: Generic Articles and Variants IRT310 Solution 24: Structured Articles Task 1: Create sneakers for men as a generic article. Only maintain the Basic Data view. The men's sneakers have the article number A5## and belongs to the merchandise category for athletics RF11111. All rights reserved. 1. The men's sneakers are offered in the colors black and camel and in the sizes 8. Press F8 to go back to the Basic Data view of the article. Create all the possible combinations of these colors and sizes. Press F3 to go to the generic article matrix. 4. 3.5 and 9. Enter A5## Fashion Goods RF11111 Generic article The system determines the colors and sizes of the article from the characteristics profile RFP04. Article Number Article Type Merchandise Category Article Category c) 2. a) Select characteristic profile RFP04 by double-clicking. The article is a fashion article with the article type: Fashion Goods. you choose the article category generic articles. Confirm your entries by pressing Enter. and the sizes 8. 2006/Q2 . a) Article Short Text Men's sneakers Gr## 5. Select all combinations. a) b) c) d) e) Use the F4 Help to select the values black and camel. Enter Men's sneakers Gr## as the article short text. a) Article → Save Continued on next page 338 © 2006 SAP AG. As you want to carry the article in several colors and sizes. Save your article.

Article Number Article Type Merchandise Category Article Category c) 2. a) Description 3. 339 . Enter a quantity for every combination. Sneakers prepack Gr## Enter LOT_## Fashion Goods RF11111 Prepack Your article description is Sneakers prepack Gr##. Now allocate the components to the prepack. The prepack has the article number LOT_## and also belongs to your merchandise category for athletics RF11111. You only maintain the Basic Data view for the prepack too.IRT310 Lesson: Prepack Task 2: Now create a prepack with which you want to order the shoes from your vendor at a later stage. The article is a fashion article with the article type Fashion. Save your article. F3: Article → Save 4. a) Choose Components Generic article Target total b) A5## 70 pcs Enter the quantities for the individual components and adjust them to the target total if necessary. Let the system check this and adjust the quantities if necessary. All rights reserved. The prepack should not contain more than 70 sneakers. Create the components from the generic article variants A5##. Ensure you select the correct article category. a) 2006/Q2 © 2006 SAP AG. a) b) Retailing: Master Data → Material Data → Material → Create Select the Basic Data view. 1.

com.Unit 7: Generic Articles and Variants IRT310 Lesson Summary You should now be able to: • Name the possible uses of the prepack • Describe the structure of a prepack • Create a prepack article for an existing generic article Related Information • For more information about quota scales and prepack allocation planning. 340 © 2006 SAP AG. All rights reserved. see the SAP Help for SAP for Retail at help. 2006/Q2 .sap.

Figure 139: Additionals: Definition Additionals are single articles that are created in a specific article type. Other services provided by the vendor. 341 . 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Additionals Lesson: Additionals Lesson Overview Additionals support the presentation of an article in the sales floor. You can use this function to. They can be used for all article categories. such as the ironing or prepacking of the goods. you will be able to: • • Explain which controls are necessary for additionals and set the most important parameters Assign additionals to an article Business Example The T-shirts are to be presented on the sales floor using special labeling. All rights reserved. security tickets. Lesson Objectives After completing this lesson. can also be treated as additionals. for example. arrange for the vendor to put price tickets on the goods you order. Examples of additionals are price tickets. Additionals are assigned to individual articles during the article maintenance. coat hangers and packing materials (particularly for private labels). Functions of the Additionals You can assign additionals to your articles in order to support an effective presentation in sales and to support the logistics.

for example. The Additionals monitor provides an overview of the additionals documents that have been generated by follow-up actions and their status'. The data for the additionals is provided in IDoc (Intermediate Document) form. you require an external program that converts the data into the relevant printer format. So for example. the system automatically determines the relevant additionals and processes the data of these additionals. create purchase order) the system should create data for the additionals article. If additionals are assigned to an article. the information about these additionals is copied into the assortment list IDoc. for example. If the triggering event occurs. All rights reserved. These procedures control at which events (for example. lead to change pointers being updated. You can include material and handling costs of the additionals in the pricing of an article. to an article or a retail price. you have the option of increasing the retail price by the cost of the sew-in labels. Changes made to master or movement data.Unit 7: Generic Articles and Variants IRT310 Procedures are defined for additionals articles. You can use the change analysis to trigger the generation of additionals IDocs in the SAP system. To prepare additionals IDocs for printing. when creating a purchase order. Figure 140: Additionals: Functions Information about listed articles can be transferred by means of assortment list IDocs. how that data is determined and how/where to provide it. 342 © 2006 SAP AG. and the assortment list indicator is set for the procedure for additionals. or to include the costs for attaching price tickets in the distribution center in the price calculation of the assigned article. 2006/Q2 .

Settings for Additionals Figure 141: Additionals: General Controls In the general control for Retail master data. 2006/Q2 © 2006 SAP AG. you should not set the indicator. All rights reserved. in order to improve the performance of the system. you can also manually trigger the generation of additionals IDocs. Hint: If you do not want to generate any additionals.IRT310 Lesson: Additionals If necessary. you can activate the Additionals component. In this Customizing view. You want to centrally print posters or stoppers as part of a promotion. you define parameters that are important for different subfunctions in SAP Retail on client level. 343 . The following are examples of cases in which you can use this option: • • You need a replacement for additionals that are lost or that can no longer be used.

you have to assign an article type provided for additionals. Before you create an article master for an additional. • 344 © 2006 SAP AG. When choosing the merchandise categories. All rights reserved. 2006/Q2 . In a further Customizing view. For the additionals merchandise categories.Unit 7: Generic Articles and Variants IRT310 Figure 142: Additionals: Merchandise Category Control You must create an article master for an additional. in the case of a goods receipt. You determine the contents of the additionals IDoc with the logical message type. the number of labels to be printed results from the goods receipt quantity. you should be aware of the fact that the same additionals IDoc is used for all the additionals in one merchandise category. you should define a suitable merchandise category structure for the additionals. due to the Customizing settings. To this master record. The article type VKHM is provided for this in the standard delivery. you can enter a procedure for additionals that is automatically defaulted when you assign an additional to an article. For example. You define how the system should determine the number. generally only one label is created. you can limit the permitted procedures for additionals for each merchandise category for additionals. you have to maintain the procedures for additionals that are allowed in Customizing. For each merchandise category. The number has a fixed value. In the case of shelf-edge labels. You have the following options: • The number is determined from the corresponding document or the stock.

However. Figure 143: Additionals: Procedure for Additionals If you want to create a label for an article. you have to assign the additionals article master as well as the corresponding procedure in the additional data view. you determine the message type that is processed when messages from a delivery are edited for an additional. to which no additionals are assigned. In this case. for example. select whether an additional must be created for the procedure for additionals. the necessary data is sent to the store in assortment list IDocs. This should be the rule. If you want to create additionals in the store. do not select the checkbox. All rights reserved. If additionals are to be created centrally. For that purpose you need to select the Assortment list checkbox in the corresponding procedure for additionals. If the procedure for additionals can only be carried out in selected sites. and it must contain the following control settings: In the Additional req. you can also use a procedure for additionals to transfer texts entered as additional information. in a distribution center. column. The procedure for additionals first has to be defined in Customizing. enter a corresponding class with sites in the Class Type and Class fields 2006/Q2 © 2006 SAP AG. 345 .IRT310 Lesson: Additionals When maintaining a message type in the additionals merchandise category. the data changes made to an additional and to the article belonging to it (including the article conditions) are then grouped together and they trigger a data entry in a central additionals IDoc.

enter * as the value for the order type. • • • If a procedure for additionals is to be valid for all parameter values.Unit 7: Generic Articles and Variants IRT310 As the result of certain events in the applications. If. If the relevant indicator is set. additionals documents are updated and then processed in a follow-up action (for example. In the context of vendor price labelling. you can control the creation of additionals IDocs for inbound deliveries (shipping notification) and rough goods receipts. for example. In the case of goods movements. All rights reserved. sales document categories and the sales document types are used in analysis. in order to determine the internal procedures for additionals. you can enter an asterisk (*) in the field. the system automatically determines the relevant additionals and processes the data of these additionals. You can determine when the additionals IDoc is created using these follow-up actions: • • • • Create additionals IDoc immediately (when posting in the application) Create a purchase order for additionals Wait for an external additionals IDoc request Control the update in RIS (Retail Information System) depending on the application. you can differentiate according to the purchase order category and purchase order type. Using the delivery application. as well as according to the returns indicator. only the vendor who can attach a price ticket to the goods should receive the information about the corresponding additionals. This assignment ensures that a vendor only executes tasks that he can actually execute. 2006/Q2 . for example. when creating a purchase order. the system can search the methods provided by the customer. The system can also check whether the procedure for additionals is assigned to the current vendor. • In the case of purchase orders. In the respective application. a procedure for additionals should be valid for document category F (purchase order) and all order types. the movement type is used for control. For sales orders. they are converted into additionals IDocs). Depending on the application. 346 © 2006 SAP AG. you can control for which special parameters a follow-up action is triggered for the additional.

since a goods receipt may occur during a two-step stock transfer between distribution centers in both centers. but the additional should only be applied in one of the two centers? Are additionals used to act as supplementary logistics services within the framework of the merchandise distribution? • • • Standard Settings Seven procedures for additionals are delivered: • • • • • The methods 0001 and 0002 refer to the additionals management. the standard entries should be deleted. The Class Type and Class fields are not filled in the standard delivery. for example. All rights reserved. Method 0004 informs stores about additionals to which this procedure for additionals is assigned. The additionals are determined from the referenced sales document for the delivery. Method 0007 displays a setting for the sales order processing. Method 0003 shows how an additionals IDoc is created on the basis of a goods receipt.IRT310 Lesson: Additionals Consider the following to derive the required procedures for additionals: • Which applications must respond to additionals? Is the information about the assortment list IDoc in stores sufficient? Should you affix additionals. Methods 0005 and 0006 exemplify how procedures for additionals can be set as supplementary logistics services for procurement and delivery. to goods in a distribution center yourself? Is a dedicated additionals management required to order additionals? Should relevant changes be centrally evaluated for certain additionals? That can. No classes are delivered. 347 . be the case for the central printing of promotion posters. sales price tickets. Should the sender be restricted by a plant class. As soon as user-defined procedures for additionals are set up. for example. The methods act as copy templates for user-defined entries with "speaking" descriptions for the procedures for additionals. 2006/Q2 © 2006 SAP AG.

2006/Q2 .Unit 7: Generic Articles and Variants IRT310 348 © 2006 SAP AG. All rights reserved.

2. 3. An additionals article must be specified.IRT310 Lesson: Additionals Exercise 25: Additionals Exercise Objectives After completing this exercise. 2. The label will be printed in the store and attached to the garment there too. 1. you will be able to: • Set up the procedures for additionals and assign them to a merchandise category for additionals Business Example You have started carrying men's trousers in your assortment and you would like to promote the sale of these trousers with a suitable label during a summer festival. All rights reserved. 1. 349 . How many copies are created for additionals of the merchandise category RT11120? ______________________________________________________ 4. How can you control the number of additionals to be produced? ______________________________________________________ ______________________________________________________ Task 2: Now use your additionals procedure to article R1TA01## and then test the data creation by generating an assortment list. The article should have the following supplementary text on the label: SPECIAL OFFER FOR SUMMER FESTIVAL! Continued on next page 2006/Q2 © 2006 SAP AG. Assign the sales price label RT311121 to the article R1TA01## as an additional with the procedure for additionals T0##. Task 1: The data for the labels is created centrally and transferred to the store by the assortment list. The description for the additionals procedure is GR##. Print in store. The labels are printed in the store on a separate printer. In Customizing create a suitable additionals procedure T0## by copying additionals procedure 0004 (with all the entries that belong to it) and selecting the fields corresponding to the task. Now assign the procedure for additionals to the merchandise category Price Label.

Save the changes to your article. Ensure that the article is a generic article and that you also want to take into account the variants in the assortment list. 4. In the additionals IDoc overview. All rights reserved. Manually generate an assortment list for the customer/site R1## in the assortment list type F for the article R1TA01##. 5. 2006/Q2 . check whether the data for the additional is contained in the assortment lists IDoc. 350 © 2006 SAP AG.Unit 7: Generic Articles and Variants IRT310 3.

The labels are printed in the store on a separate printer. Choose Details Number control has the value [ ]. Edit  → Copy As. How many copies are created for additionals of the merchandise category RT11120? ______________________________________________________ a) b) c) d) IMG: Logistics . Overwrite 0004 with T0##.IRT310 Lesson: Additionals Solution 25: Additionals Task 1: The data for the labels is created centrally and transferred to the store by the assortment list. a) IMG: Logistics . Overwrite Proc.. 351 . change description Choose Enter.. In Customizing create a suitable additionals procedure T0## by copying additionals procedure 0004 (with all the entries that belong to it) and selecting the fields corresponding to the task. Print in store.General → Additionals →  Procedure for Additionals Select additionals procedure 0004. Choose Enter. Table View →  Save b) c) d) e) 3. Table View → Save Now assign the procedure for additionals to the merchandise category Price Label. 1.General → Additionals →  Attributes of the Merchandise Categories of Additionals Select merchandise category RT11120. All rights reserved. An additionals article must be specified. a) b) c) d) e) 2.. Edit  → Copy As. The description for the additionals procedure is GR##.General → Additionals →  Procedure for Additionals →  Allowed Procedure for Additionals per Merchandise Category Select the row with Merchandise category RT11120 and Procedure for additionals 0004.. for additional with T0##. IMG: Logistics . The number is determined from the document Continued on next page 2006/Q2 © 2006 SAP AG.

3. Article → Save Continued on next page 352 © 2006 SAP AG. How can you control the number of additionals to be produced? ______________________________________________________ ______________________________________________________ a) The number is determined from the document/stock or it is fixed at 1. a) b) Choose Enter and choose F3 to go back (green arrow). enter: Special Offer for Summer Festival. 2006/Q2 . Assign the sales price label RT311121 to the article R1TA01## as an additional with the procedure for additionals T0##. Task 2: Now use your additionals procedure to article R1TA01## and then test the data creation by generating an assortment list. Save the changes to your article. All rights reserved. EA RT311121 T0## The article should have the following supplementary text on the label: SPECIAL OFFER FOR SUMMER FESTIVAL! a) Press Change supplementary text and. a) b) c) d) Retailing: Master Data → Article Data → Article → Change Select the Basic Data view. for Texts in language EN.Unit 7: Generic Articles and Variants IRT310 4. Choose Additional data On the Additionals tab: Sales unit Additionals assigned procedure 2. 1.

In the additionals IDoc overview. Behind each segment E1WBB01. check whether the data for the additional is contained in the assortment lists IDoc. Expand the Data Records node. The data for the additional of the relevant article can be found in this segment. Double-click the last IDoc. Current date R1## 2006/Q2 © 2006 SAP AG. Manually generate an assortment list for the customer/site R1## in the assortment list type F for the article R1TA01##. a) Retailing: Master Data → Assortment/Listing → Assortment List → Generate → Manual Selection: Sales Organization Distribution Channel Customer No. there is another segment E1WBB03 and there is another segment E1WTADAL1 behind this segment too. a) Retailing: Sales → Additionals → Environment → IDoc Overview Created On Partner Number b) c) d) e) f) Program → Execute or F8 Double-click message type WBBDLD.IRT310 Lesson: Additionals 4. 353 . Ensure that the article is a generic article and that you also want to take into account the variants in the assortment list.-Plant Assortment List Type Article b) c) Program → Execute or F8 Consider Variants RG10 R1 R1## F R1TA01## 5. All rights reserved.

Unit 7: Generic Articles and Variants IRT310 Lesson Summary You should now be able to: • Explain which controls are necessary for additionals and set the most important parameters • Assign additionals to an article 354 © 2006 SAP AG. All rights reserved. 2006/Q2 .

All rights reserved.IRT310 Unit Summary Unit Summary You should now be able to: • Create characteristics • Assign characteristic values to characteristics • Group characteristic values together • Create characteristics profiles and assign them to the merchandise category • Explain the difference between generic articles and single articles • List the prerequisites for creating a generic article • Create a generic article with variants • Maintain different prices for individual variants of a generic article • Name the possible uses of the prepack • Describe the structure of a prepack • Create a prepack article for an existing generic article • Explain which controls are necessary for additionals and set the most important parameters • Assign additionals to an article 2006/Q2 © 2006 SAP AG. 355 .

All rights reserved. 2006/Q2 .Unit Summary IRT310 356 © 2006 SAP AG.

....367 2006/Q2 © 2006 SAP AG................ Unit Objectives After completing this unit.......... as well as the special features of the full product and the empties article. 357 .....Unit 8 Structured Articles Unit Overview The unit describes how structured articles are displayed in SAP Retail................. you will be able to: • • • Name the different article categories and the basic differences between them Explain what the features of full products and empties articles are Create a full product with empties components Unit Contents Lesson: Structured Articles .......... and explains the inventory management options of structured articles in the logistical process..... All rights reserved........358 Exercise 26: Full Products and Empties................

you will be able to: • • • Name the different article categories and the basic differences between them Explain what the features of full products and empties articles are Create a full product with empties components Business Example You add beverages. such as sales sets and displays. you create a full product and assign the deposit bottles and empty cases components to this full product. 358 © 2006 SAP AG. You have to enter the components as well as the quantities in which they appear in the structured articles. To be able to manage such articles with the SAP system. Lesson Objectives After completing this lesson. All rights reserved. You also learn how deposit articles are mapped in the system. 2006/Q2 .Unit 8: Structured Articles IRT310 Lesson: Structured Articles Lesson Overview In this unit you learn how to create articles made up of several components. to your assortment. Types of Structured Articles Figure 144: Structured Articles: Article Categories Structured articles are made up of several different articles. which are sold in deposit bottles.

This means. A prepack is purchased as an individual article. for example. A prepack is a quantity of variants of one or more generic articles. 2006/Q2 © 2006 SAP AG. frame and wheel) are delivered. Therefore. Further settings for structured articles can be found under the following menu path in Customizing Logistics . All rights reserved. components (trough. and are sold as a set or as single articles. the system checks whether the BOM Usage indicator has been set in the basic data of the full product (in other words. Therefore. whether there is a bill of material or whether one can be created). Therefore. The Sales set is a quantity of single articles or variants of one or more generic articles. a purchase price and purchase price conditions. Purchasing sets are already in the form of a set when the articles are purchased. which can be sold in the store as a wheelbarrow (set) or as single articles.IRT310 Lesson: Structured Articles The display is a quantity of single articles or variants of one or more generic articles. a purchase price and purchase price conditions. Structured Articles: Structure and Definition • • • A structured article consists of several components. Unlike displays. are managed as a set right through the supply chain. it has its own article number. 359 . a sales price and sales price conditions. the components in prepacks must belong to the same merchandise category as the prepack itself. When you use bills of material for empties for a full product.General -> Material Master -> Retail-Specific Settings -> Settings for Structured Materials. The components themselves are also created as articles in the system Bills of material are used for structuring Structured articles can be left in their structure in logistics or they can be divided into individual components. Displays are made up by the manufacturer or vendor. a wheelbarrow is ordered and posted. it has its own article number. It is sold as an individual article. it has its own article number. A display is purchased as an individual article.

The sales set articles can often be sold as separate articles. All rights reserved. however. 360 © 2006 SAP AG. Another form is the price set: The set is only created by assigning a common sales price. This is generally lower than the total of the components' sales prices which can basically all be sold individually. a sales set is a collection of separate articles for the purpose of defining a total sales price. From a sales point of view. From the purchasing point of view. The component stock decreases as the sets are sold. It can also be carried out at set level. if the components can be sold separately. can only have one tax rate Inventory is managed at component level. Any profit losses incurred by the sale of the set are posted to a separate account (POS inbound). you can define the Inventory Management split. 2006/Q2 . The set itself. The components are not physically combined by means of packaging. then you should carry the stock on the individual article level (components).Unit 8: Structured Articles IRT310 Figure 145: Structured Articles: Sales Set As a rule. that is define Inventory managment on component or header level. cases and a set of three cases). If sets and the articles contained in them are sold individually in the store (for example. the sales set is to be considered as one article that has a sales price and a tax code. In Customizing. They may belong to different merchandise categories and have different tax codes. Sales set components can be considered as individual articles. sets can be considered as several articles.

they are not ordered directly by the stores. You can determine in Customizing at which level the system should do the inventory split of the display (usually the split to components is only defined for stores. 361 . inventory is managed in the store at individual component level. The articles are usually presented in the same packaging. it is managed for complete displays. which may have a common purchasing price and are usually bought under the same article number. Displays are used most often in promotions. but are allocated to the stores centrally. and in the distribution center. Usually. All rights reserved.IRT310 Lesson: Structured Articles Figure 146: Structured Articles: Display A display is always a quantity of articles grouped together by the manufacturer or vendor. As a rule. inventory in Distribution Centers is carried at header level). 2006/Q2 © 2006 SAP AG. It is not until the display reaches the stores that it is split up into its individual components for sale to the consumer.

. you can determine on which levels in the logistics chain (distribution center.Unit 8: Structured Articles IRT310 Figure 147: Structured Articles: Prepacks Figure 148: Structured Article in the Logistical Process In this Customizing view. inventory is managed on component level and the header article has no stock. store) . and in which transactions you want to split the set. the resolution is purely informative. A split in the goods receipt means that. display and prepack bills of material for inventory management: In purchase orders. 362 © 2006 SAP AG. All rights reserved. 2006/Q2 . from this level.

2006/Q2 © 2006 SAP AG. This relationship is shown in the bills of material. In this case. but also the quantities in which the components are contained in the structured article. in which a bill of material can be used (for example production. For example. you must specify not only the components. Figure 149: Settings for Structured Articles Maintenance Sets. prepacks and empties are structured articles that consist of several components.IRT310 Lesson: Structured Articles You can determine the split of the structured articles at the following levels: store/DC. This enables item-relevant data to be processed for the bill of material. sales). displays. You can for example control field selection. individual sites and for individual structured articles. It controls the processing in the downstream work areas. All rights reserved. such as the object reference (article master record) or the inventory management. for an item category such as a stock item. you can maintain article data which enables inventory management. distribution chain. The bill of material usage key defines the enterprise areas. 363 . default values in bill of material maintenance or special system activities with the item category that you select. The item category controls the classification of the item in a bill of material according to set criteria.

The components are assigned to the prepack in the basic data. 2006/Q2 . Empties Full Products and Empties: Terms • Full Product – Real goods – Also referred to as articles with empties Empties Articles – Packaging material – Also referred to as a deposit article Bill of Material for Empties – Assignment of full products/empties articles in kind and quantity Tied Empties Article – Stock of “full” empties Non-Tied Empties Article – Stock of “empty” empties • • • • 364 © 2006 SAP AG.Unit 8: Structured Articles IRT310 Figure 150: Creating a Structured Article: Prepack Example The respective articles are created with article category PREPACK. All rights reserved. You can distribute the quantities of variants using value and quota scales. Here you need to determine how many of each individual variant is assigned to the prepack.

The empties article is assigned to a full product. 2006/Q2 © 2006 SAP AG. The bill of material for empties shows the relationship between a full product and an empties article: The full product and the unit of measure together make up the BOM header. If you are listing a full product that is assigned an empties article. In the standard SAP Retail system. 365 . The individual BOM components and the full product itself all have their own article master record. All rights reserved. then the empties article will also automatically be listed. you create an empties article as a single article with the article type Empties and a full product as a single article too. stock fields that are necessary for updating the tied empties stock are initialized. You can flag a full product by setting the With bill of material for empties indicator in the article master record when you are creating the basic data screen. The empties articles that you have assigned form the components. When you activate the empties processing. with the article type Full products. Figure 151: Full Products and Empties Articles: Empties Processing You can only move goods with tied empties when you have activated empties processing in Customizing.IRT310 Lesson: Structured Articles An empties article is a form of returnable transport packaging or sales packaging that is usually subject to a deposit.

All rights reserved. prepack. 2006/Q2 .Unit 8: Structured Articles IRT310 Discontinuing Structured Articles Features of Structured Article Discontinuation • • • If a generic article is discontinued. all its variants must be discontinued beforehand You may discontinue a variant of a generic article. Sales set. display: – A bill of material can be either completely discontinued or – A bill of material can be discontinued without its components Empties articles can only be discontinued if they are not assigned to a full product. • 366 © 2006 SAP AG.

you will be able to: • Create a full product with the copy function. Which components and quantities are assigned to the unit of measure case in the Empties BOM? ____________________________________________ ____________________________________________ Which components and component quantities are assigned to the unit of measure each in the Empties BOM? ____________________________________________ ____________________________________________ 2. Use article 311240 (water) as a template and so as a data source. Task 2: After the new article A6## is created. 1. 367 . All rights reserved. to a full product. Note: to assign empties components to several units of measure.IRT310 Lesson: Structured Articles Exercise 26: Full Products and Empties Exercise Objectives After completing this exercise. You use the copy function to do this. use the article 311222 as an empty case. 1. Use the article 311223 as a deposit bottle. Task 1: Create an article master record for your full product. the article must be saved and then called again every time a unit of measure is maintained. Note that a full product case consists of 24 bottles and an empty case. Create the empties components in question for the particular unit of measure. you create a full product and assign the deposit bottle and empty case components to this full product. The full product Cola can be sold in individual bottles and in cases of 24 bottles. 2006/Q2 © 2006 SAP AG. 3. 2. Business Example You add Cola to your beverages assortment. you change the description to Cola and assign the empties. The new article (target article) should receive the article number A6##. Copy the underlying article data. • Assign empties components. such as deposit bottles and empty cases. Save the entries you have made. To do this.

1. 1. The full product Cola can be sold in individual bottles and in cases of 24 bottles. The new article (target article) should receive the article number A6##. 2006/Q2 .Unit 8: Structured Articles IRT310 Solution 26: Full Products and Empties Task 1: Create an article master record for your full product. All rights reserved. Copy the underlying article data.article number 2. Use article 311240 (water) as a template and so as a data source. Use the article 311223 as a deposit bottle. Execute (F8) Exit from the message text by choosing the Back arrow. Note that a full product case consists of 24 bottles and an empty case. a) b) Source article . use the article 311222 as Continued on next page 368 © 2006 SAP AG. a) Select Underlying Material Data. 311240 A6## Retailing: Master Data → Material Data → Material → Copy Task 2: After the new article A6## is created. You go back to the Copy Article entry screen.article number Target Article . you change the description to Cola and assign the empties. Create the empties components in question for the particular unit of measure. You use the copy function to do this.

In the Basic Data view. b) On the Change Empties BOM entry screen. Which components and quantities are assigned to the unit of measure case in the Empties BOM? ____________________________________________ ____________________________________________ a) 3. Choose the Back arrow. 2006/Q2 © 2006 SAP AG. All rights reserved.IRT310 Lesson: Structured Articles an empty case. Component 311223 (deposit bottle) with 24 bottles and component 311222 (empty case) with one case. Save 2. enter 1 as the Component quantity and choose Enter. 369 . and choose Enter. In the Component Overview for component 311222 (empties). Save Repeat the solution given in 2-2 to maintain the unit of measure EA (each). In the Component Overview for component 311223 (deposit bottle). Choose the Back arrow. Note: to assign empties components to several units of measure. Save the entries you have made. click on the target article number and choose Change Article. choose the Components button. Which components and component quantities are assigned to the unit of measure each in the Empties BOM? ____________________________________________ ____________________________________________ a) Component 311223 (deposit bottle) with one bottle. enter EA as the Unit of Measure and choose Enter. Enter the Component quantity 24 for the component 311223 (deposit bottle). On the Change Empties BOM entry screen. the article must be saved and then called again every time a unit of measure is maintained. Or: Retailing: Master Data → Article Data → Article → Change and specify the new article number. a) On the Copy Article entry screen. since only one bill of material can be created in a transaction. Select the Basic Data view and choose Enter . enter 1 as the quantity and choose Enter. enter CSE (for case) as the Unit of Measure and choose Enter.

Unit 8: Structured Articles IRT310 Lesson Summary You should now be able to: • Name the different article categories and the basic differences between them • Explain what the features of full products and empties articles are • Create a full product with empties components 370 © 2006 SAP AG. 2006/Q2 . All rights reserved.

IRT310 Unit Summary Unit Summary You should now be able to: • Name the different article categories and the basic differences between them • Explain what the features of full products and empties articles are • Create a full product with empties components 2006/Q2 © 2006 SAP AG. All rights reserved. 371 .

All rights reserved. 2006/Q2 .Unit Summary IRT310 372 © 2006 SAP AG.

.... 373 ....................................................... Unit Objectives After completing this unit.....Unit 9 Logistical Variants Unit Overview This unit describes the scope of functionality of logistical variants in SAP Retail and explains how logistical variants are created..379 2006/Q2 © 2006 SAP AG............ All rights reserved..................374 Exercise 27: Logistical Variants .. you will be able to: • • Describe the range of functions of logistical variants in SAP Retail Create logistical variants Unit Contents Lesson: Logistical Variants .

2006/Q2 . you can carry separate stocks in various units of measure for an article and the article can be procured in each of these units of measure. or to also plan an article in different units of measure.Unit 9: Logistical Variants IRT310 Lesson: Logistical Variants Lesson Overview Normally. Logistical Variants Logistical Variants: Definition • • A logistical variant is the variant of a generic article for a specific unit of measure. 374 © 2006 SAP AG. Using logistical variants. you will be able to: • • Describe the range of functions of logistical variants in SAP Retail Create logistical variants Business Example You carry a new yoghurt in the assortment. which is to be carried in the unit of measure Each and in the unit of measure Tray. All rights reserved. Lesson Objectives After completing this lesson. However. you must create an article as logistical variants. In this case. for some articles it can be necessary to simultaneously carry stock in different units of measure. the base unit of measure of an article is used for inventory management and requirements planning.

IRT310 Lesson: Logistical Variants Figure 152: Logistical Variants: Example You can assign different units of measure to each logistical variant's article master record. All rights reserved. The sales variant is the variant for the unit of measure in which an article is carried for sale to the consumers. This variant can be sold in various sizes of packaging that you have to enter into the article master record of the variant as alternative units of measure. 375 . You can have several procurement variants for an article. Sales transactions reduce the inventory of this unit of measure (variant). For each generic article there is only one sales variant. Figure 153: Logistical Variants: Creating Variants 2006/Q2 © 2006 SAP AG. The following types of logistical variants exist: The procurement variant is the variant for the unit of measure in which an article is procured either from an internal or an external vendor.

Figure 154: Logistical Variants: Assigning Quantities When creating the generic article you determine which unit of measure will be used as the sales unit of measure. If the indicator has not been set. The procurement units of measure are automatically assigned to the variants in this way. The logistical units of measure have to be defined in Customizing as units of measure under General Settings .Unit 9: Logistical Variants IRT310 The merchandise category in which the logistical variant is created must have at least one characteristic that has the logistical unit of measure feature (relevancy indicator = 3). then you have to adjust the sales period in the listing accordingly. If the indicator in the sales view is set to Sales UoM not variable. Characteristics for logistical units of measure can also be grouped under characteristic profiles and assigned to merchandise categories. All rights reserved.Check Units of Measurement. 376 © 2006 SAP AG. 2006/Q2 . no other sales unit of measure can be assigned to the individual variants.

so that the article cannot be procured in this unit of measure. 377 . the following validity periods for listing and sales are assigned by the listing: The variant with the sales unit of measure is listed for one day. The sales period is defaulted from the validity period in the basic data. The procurement variants are listed in connection with the validity period for exactly this time-frame so that the article can also be procured in these units of measure. All rights reserved. TThe sales period is set to only one day (current date) as these variants and their units of measure were not defined as sales units of measure. 2006/Q2 © 2006 SAP AG.IRT310 Lesson: Logistical Variants Figure 155: Logistical Variants: Listing By assigning the units of measure in the basic data view.

All rights reserved. 2006/Q2 .Unit 9: Logistical Variants IRT310 378 © 2006 SAP AG.

4. 1. To do this. 2. you add the required characteristic Logistical units of measure to the merchandise category for dairy products. units of measure Gr##. Continued on next page 2006/Q2 © 2006 SAP AG. Task 2: In future. Task 1: Create a characteristic for logistical units of measure with the characteristic name LO_ME1##. Set the relevancy indicator so that the characteristics can be recognized as logistical units of measure. Save the characteristic. 3. The characteristic description is Log. Maintain the description in English: Logistical Variants Gr##. Create characteristic profile PRO2## and assign your characteristic LO_ME1## to it. 1. merchandise category RS14110 should use your characteristic for the logistical units of measure.IRT310 Lesson: Logistical Variants Exercise 27: Logistical Variants Exercise Objectives After completing this exercise. The data type is Character format and the number of characters should be limited to three. You then assign characteristic profile PRO2## to merchandise category RS14110. deliver and sell yogurt. 2. All rights reserved. 379 . You use a characteristic profile for this. you will be able to: • Create additional units of measure as characteristics for logistical variants • Create logistical variants and list them accordingly Business Example In your stores and distribution centers you want to define the units of measure in which you order. You should be able to choose from all characteristic values that are available in the check table.

1. All rights reserved. Logistical variants are always created as generic articles. Choose your characteristic profile PRO2## by double-clicking it. 2006/Q2 . and create the yogurt for the following combinations of characteristic values of your characteristic LO_ME1##: Each Pack Layer 3. Why are the listing and sales periods different? EA: ___________________ PAC: ___________________ LAY: ___________________ 3. Use the listing procedure that checks merchandise categories and assortment grades. Go to the individual variants. Perform the listing and display the results for the assortments. Task 4: Go to the Listing view and list the generic article with all its variants. Enter “Yoghurt Gr##” as the article short text. 380 © 2006 SAP AG. 1. Your new article has the article number A7##. 4. 2. You want to create it in article type FRIP (Perishables) and merchandise category RS14110. Save your logistical variants. Select the Basic Data and Listing views.Unit 9: Logistical Variants IRT310 Task 3: Now create a new article yoghurt as a logistical variant. The unit of measure is calculated as follows: EA PAC LAY = = = 1 EA 12 EA 600 EA X X X 2.

units of measure Gr## Character Format 3 LO_ME1## Maintain the description in English: Logistical Variants Gr##. Save the characteristic. 1. 381 . Characteristic Enter Description Data Type Number of Chars 2. Characteristic → Save 4.IRT310 Lesson: Logistical Variants Solution 27: Logistical Variants Task 1: Create a characteristic for logistical units of measure with the characteristic name LO_ME1##. You use a characteristic profile for this. The characteristic description is Log. a) Task 2: In future. 1. You should be able to choose from all characteristic values that are available in the check table. a) Descriptions tab EN Logistical Variants Gr## 3. Log. merchandise category RS14110 should use your characteristic for the logistical units of measure. Create characteristic profile PRO2## and assign your characteristic LO_ME1## to it. a) On the Values tab: click the Other Value Check button and choose the check table T006. units of measure Gr##. a) Retailing: Master Data → Material Group Data → Characteristics → Characteristics Management. Continued on next page 2006/Q2 © 2006 SAP AG. The data type is Character format and the number of characters should be limited to three. All rights reserved.

Enter A4## RS14110 Perishables Generic article Choose your characteristic profile PRO2## by double-clicking it. a) b) Retailing: Master Data → Article Data → Article → Create Select the Basic Data and Listing views. You want to create it in article type FRIP (Perishables) and merchandise category RS14110. Task 3: Now create a new article yoghurt as a logistical variant. and create the yogurt for the following combinations of characteristic values of your characteristic LO_ME1##: Continued on next page 382 © 2006 SAP AG. a) b) Retailing: Master data → Material Group Data → Merchandise Category → Change Enter PRO2## in the Hierarchy assignment subscreen behind Characteristic profile. Select the Basic Data and Listing views. All rights reserved. a) Retailing: Master data → Material Group Data → Characteristics Profile → Create Characteristic Profile Description b) Characteristics tab Characteristic Relevancy Indicator 2. 1. Article Number Merchandise Category Article Type Article Category c) 2.Unit 9: Logistical Variants IRT310 Set the relevancy indicator so that the characteristics can be recognized as logistical units of measure. LO_ME1## 3 PRO2## Logistical Variants ## You then assign characteristic profile PRO2## to merchandise category RS14110. Your new article has the article number A7##. Logistical variants are always created as generic articles. and choose the Assign Profile button. 2006/Q2 .

The unit of measure is calculated as follows: EA PAC LAY a) b) Basic Data tab In the Units of measure/EANs/dimensions subscreen: EA PAC LAY = = = 1 EA 12 EA 600 EA = = = 1 EA 12 EA 600 EA Continued on next page 2006/Q2 © 2006 SAP AG. Choose Enter. Select the combinations as follows: Each Pack Layer X X X c) d) e) f) 3. Pack and Layer in the Characteristic Value Assignment subscreen. a) Choose F8 to go back to the Basic Data view of the article. choose F3. Then select the F4 Help beside your characteristic LO_ME1##. 383 . 4. and select the values for Each. All rights reserved. Article short text:Yoghurt Gr## Enter “Yoghurt Gr##” as the article short text.IRT310 Lesson: Logistical Variants Each Pack Layer a) b) X X X Double-click the characteristics profile PRO2##. To go to the generic article matrix.

This means that the variant PAC cannot be sold. Listing tab Listing Procedure: B1 Click the Execute Listing button. Go to the individual variants. a) b) c) d) e) 2. EA: The variant EA is listed for a day. the selling period depends on the validity period. LAY: as PAC 3. Click the Assorts button. Click the Validity Area button. Use the listing procedure that checks merchandise categories and assortment grades. a) Choose Save. This means that the variant EA cannot be ordered. 2006/Q2 .Unit 9: Logistical Variants IRT310 Task 4: Go to the Listing view and list the generic article with all its variants. Why are the listing and sales periods different? EA: ___________________ PAC: ___________________ LAY: ___________________ a) b) c) Retailing: Master Data → Article Data → Article → Change Select the Listing view. Save your logistical variants. PAC: the variant PAC is listed as the validity period. but the selling period is one day. All rights reserved. but it can be sold. Article → Save Perform the listing and display the results for the assortments. 1. 384 © 2006 SAP AG. but it can be ordered.

385 .IRT310 Lesson: Logistical Variants Lesson Summary You should now be able to: • Describe the range of functions of logistical variants in SAP Retail • Create logistical variants 2006/Q2 © 2006 SAP AG. All rights reserved.

All rights reserved. 2006/Q2 .Unit Summary IRT310 Unit Summary You should now be able to: • Describe the range of functions of logistical variants in SAP Retail • Create logistical variants 386 © 2006 SAP AG.

IRT310 Course Summary Course Summary You should now be able to: • • • Describe the organizational structures in SAP Retail and know where these organizational structures can be set up Maintain general Retail master data and configure it according to your requirements Describe the SAP Retail reference concept and use it according to your requirements 2006/Q2 © 2006 SAP AG. 387 . All rights reserved.

All rights reserved.Course Summary IRT310 388 © 2006 SAP AG. 2006/Q2 .

Feedback SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement. All rights reserved. 2006/Q2 © 2006 SAP AG. 389 . please record them in the appropriate place in the course evaluation.