golden demo - sap ui · purchaser / warehouse manager / financial accountant ... kpi for role 1:...

SAP Cloud Reference Systems

Demo Script

Supply Chain Highlights – Intercompany Stock Transfer

Classification: Internal and for Partners

Manufacturing

Global

November 28, 2012

Golden Demo

SAP Business ByDesign

Golden Demo Intercompany Stock Transfer

February 19, 2013 2

Table of Content

1 Demo Script Overview .......................................................................................................................................... 3

1.1 Demo Overview ............................................................................................................................................. 3

1.2 Intended Audience ........................................................................................................................................ 3

1.3 Protagonists .................................................................................................................................................. 3

1.4 Business Pain Points ..................................................................................................................................... 3

1.5 Key Messages and Value Proposition ........................................................................................................... 4

1.6 Story Flow Summary ..................................................................................................................................... 4

2 Technical Requirements ....................................................................................................................................... 5

2.1 Prerequisites ................................................................................................................................................. 5

2.2 System Access Information ........................................................................................................................... 5

2.2.1 System Landscape .......................................................................................................................... 5

2.2.2 System Access ................................................................................................................................ 5

2.2.3 Users ............................................................................................................................................... 5

3 Demo Steps ............................................................................................................................................................ 6

3.1 Prerequisites: Stock Overview....................................................................................................................... 6

3.1.1 Check Stock Overview (Prerequisite Activity) .................................................................................. 6

3.2 Create Purchase Order ................................................................................................................................. 7

3.2.1 Create Purchase Order .................................................................................................................... 7

3.3 Perform Shipment and Invoicing ................................................................................................................... 8

3.3.1 Release Customer Demand ............................................................................................................. 8

3.3.2 Post Goods Issue ............................................................................................................................ 9

3.3.3 Create Customer Invoice ............................................................................................................... 10

3.4 Perform Inbound Processing ....................................................................................................................... 11

3.4.1 Post Goods Receipt ....................................................................................................................... 11

3.4.2 Post Supplier Invoice ..................................................................................................................... 13

4 Scenario Quick Guide and Key Master Data ..................................................................................................... 15


February 19, 2013 3

1 Demo Script Overview

1.1 Demo Overview

This demo scenario describes how a required product, that is is out of stock at company Almika, is ordered from the affiliated

company Innovat by the purchaser in an intercompany scenario.

The scenario shows all relevant business process steps from ordering to invoicing by using a full electronic data exchange

setup of the involved business partners and transferred business documents.

This scenario includes features such as:

Electronic data transfer using XML standard

Automatic generation of the respective business documents

Automatic sales order release and purchase order acknowledgement by data exchange

Automatic posting of supplier invoice document

This is a classic buy/sell intercompany transaction. For those competitors that do this there is no real functional

differentiation. This is a standard process performed in a standard manner. The only potential functional differentiator is

the automatic posting of supplier invoice document.

Our only real technology differentiator is our document flow in this scenario which no competitor has today. Our analytics

are arguably better than most of our competition.

1.2 Intended Audience

SAP internal: New hires

SAP external: CEO, CIO, Sales Management, Logistics Management

1.3 Protagonists

The roles in the story are the following:

Purchaser / Warehouse Manager / Financial Accountant (Buying Side)

Warehouse Manager / Sales Representative (Selling Side)

KPI for Role 1: Purchasers are measured on PPV, timely delivery of purchased goods and spend management

KPI for Role 2: Warehouse managers care about inventory accuracy, picking and put away efficiency.

KPI for Role 3: Sales reps care about total sales, unshipped orders

1.4 Business Pain Points

Inability to have any visibility into the relationship between the buying and


February 19, 2013 4

1.5 Key Messages and Value Proposition

Overview

ByDesign as an enterprise level ERP system provides both the capability to execute all the required tasks but also visibility in

the flow of the transaction between entities.

Key Features and Associated Benefits

Tracking the life cycle from the buy side

o Knowing when and how the transaction will impact the supply chain

Leveraging the relationship between the two entities to minimize the data entry effort

o Reduced data entry requirements and reduced errors

1.6 Story Flow Summary

This demo covers the business process depicted in the dark orange boxes.


February 19, 2013 5

2 Technical Requirements

2.1 Prerequisites

None

2.2 System Access Information

2.2.1 System Landscape

Software Component Release Support Pack

SAP Business By Design FP4.0

2.2.2 System Access

Access your local demo system. The access details and demo features described here are available in all standard reference

systems as of FP40 V1.

2.2.3 Users

Predefined User ID User Name Password Component

Supplyplanner01P Richard Stone Welcome1

Purchase Requests and Orders

Inbound Logistics

(Requesting Company)

Warehouse91 Chris Jones Welcome1

Outbound Logistics Control

Outbound Logistics

(Selling Company)

Sales91 Katie Sell Welcome1 Customer Invoicing

(Selling Company)

Financial02 Iris Green Welcome1 Supplier Invoicing

(Requesting Company)


February 19, 2013 6

3 Demo Steps

3.1 Prerequisites: Stock Overview

3.1.1 Check Stock Overview (Prerequisite Activity)

Prerequisite

Prior to beginning the demo for your customer you need to check if there is enough stock to run the demo.

What to Do

WoC Physical Inventory Common Tasks Stock Overview.

Product ID: P110220

Logistics Area ID: 2100-0

For running the demo there should be at least 2 ea on-hand.

What you Should See


February 19, 2013 7

3.2 Create Purchase Order

3.2.1 Create Purchase Order

What to Say

Introduction

The Create Purchase Order business process enables you to manually create a purchase order with or without

reference to a contract or a list price.

If all relevant data is maintained, the purchase order is sent to the supplier, which, in this case, is a partner company

in the same SAP Business ByDesign system. It is also possible that an approval procedure depending on the

purchase order value is in place. Optionally, a purchase order acknowledgment can be used. The process can have

multiple degrees of automation.

Key Features and Advantages

There are no relevant advantages or key features in the PO process pertaining to intercompany transactions that can

be called out. This is a routine vendor/supplier relationship.

Value Statement



What to Do

WoC Purchase Requests and Orders Common Tasks New Purchase Order

Supplier: 1000001 (Innovat Inc.)

Product ID: P110220 (Stove Pipe Set)

Ship-To/Service Location ID: P1100

Quantity: 2 EA

Click Order

What you Should See


February 19, 2013 8

3.2.1 Create Purchase Order

3.3 Perform Shipment and Invoicing

3.3.1 Release Customer Demand

What to Say

Introduction

The business process within the model company is automated: When the requested product is available, the

corresponding sales order will be released automatically and will be ready for further processing in the customer

demand view.





February 19, 2013 9

3.3.1 Release Customer Demand

Value Statement



What to Do

WoC Outbound Logistics Control View Customer Demand

Show Orders Created Today

Select automatically created sales order and click Release

What you Should See

3.3.2 Post Goods Issue

What to Say

Introduction

The goods issue is posted on the selling side.




Value Statement



What to Do

WoC Outbound Logistics View Delivery Proposals


February 19, 2013 10

3.3.2 Post Goods Issue

Show All Proposals by Selection

Click Post Goods Issue

Source Logistics Area ID: 2100-0

Click Propose Quantities

Click Release

What you Should See

3.3.3 Create Customer Invoice

What to Say

Introduction

After releasing the outbound delivery, the customer invoice can be created on the selling side.



3.3.3 Create Customer Invoice




Value Statement



What to Do

WoC Customer Invoicing View Overview Today´s Invoice Requests

Select invoice request related to the newly created outbound delivery

Click Invoice

Click Release

What you Should See

3.4 Perform Inbound Processing

3.4.1 Post Goods Receipt

What to Say

Introduction

On the buying side the advised inbound delivery notification is automatically created so that the goods receipt can be

posted immediately.





The creation of the inbound delivery notification provides additional visibility as to the status of the order to the sister

company. This is automatically created at point of shipment so no additional entry is required on either side of the

transaction.

Value Statement

Proactive automatic notification means that work is more efficiently planned and errors are reduced.

What to Do

WoC Inbound Logistics View Inbound Delivery Notifications

Show Advised Inbound Delivery Notifications

Click Post Goods Receipt

Target Logistics Area ID: P1100-20

Click Propose Quantities

Click Save and Close

What you Should See




3.4.2 Post Supplier Invoice

What to Say

Introduction

The supplier invoice was created automatically via data exchange in status Ready for Posting and can now be

posted.


Unlike non-related entity purchases, supplier invoices are automatically created reducing entry time and errors.

Value Statement

Any reduction in data entry requirements instantly makes individuals more productive and able to focus on more value

added activities. Reduction/elimination of errors reduces workload and rework.



3.4.2 Post Supplier Invoice

What to Do

WoC Supplier Invoicing View Invoices and Credit Memos

Show All Documents

Select the relevant supplier invoice

Click Quick Post to post the supplier invoice

Check the status change from Ready for Posting to Posted

What you Should See



4 Scenario Quick Guide and Key Master Data

This section summarizes the entire process and provides all the master data that you need to run it. If there is more than one

process alternative, additional tables will be provided.

This chapter is intended as a quick reference for experienced users who have understood the basics of the business process

and have already completed the scenario.

Steps Summary

Path Data to Use/Enter Activity

Step 1 – Stock Overview

WoC Physical Inventory

Common Tasks Stock

Overview

Product ID: P110220

Unrestricted Stock

Logistics Area: 2100-0

Check if stock is available

Step 2 – Create Purchase Order

WoC Purchase Requests and

Orders Common Tasks

New Purchase Order

Product ID: P110220

Supplier: 1000001

Quantity: 2 EA

Order

Step 3 – Release Customer Demand

WoC Outbound Logistics

Control Customer Demand

Filter “Orders Created Today”, select the

created customer demand

Release

Step 4 – Post Goods Issue

WoC Outbound Logistics

Delivery Proposals

Filter “All Proposals by Selection”

Source Logistics Area ID: 2100-0

Actual Quantity: 2 EA

Post Goods Issue

Release

Step 5 – Create Customer Invoice

WoC Customer Invoicing

Overview

Filter “Today`s Invoice Requests”, select

the relevant invoice request

Invoice

Release

Step 6 – Post Goods Receipt

WoC Inbound Logistics

Inbound Delivery Notifications

Filter “Advised Inbound Delivery

Notifications”, select relevant inbound

delivery notification

Target Logistics Area ID: P1100-20

Actual Quantity: 2 EA

Post Goods Receipt

Save and Close

Step 7 – Check Supplier Invoice

WoC Supplier Invoicing

Invoices and Credit Memos

Filter “All Documents” and search for the

customer invoice

number from step 4

Quick Post



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