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IRT370SAP Retail Store

SAP for Industries - SAP for Retail

Date

Training Center

Instructors

Education Website

Participant HandbookCourse Version: 2006 Q2

Course Duration: 2 Day(s)

Material Number: 50082006

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

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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

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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 Description

Example text Words or characters that appear on the screen. Theseinclude 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 Emphasized words or phrases in body text, titles of

graphics, and tables

EXAMPLE TEXT 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.

Example text 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.

Example text Exact user entry. These are words and characters that

you enter in the system exactly as they appear in the

documentation.

<Example text> Variable user entry. Pointed brackets indicate that youreplace these words and characters with appropriate

entries.

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About This Handbook IRT370

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: Introduction to SAP Retail Store ... ... ... ... ... .... ... ... ... ... ... ... .... ... ... ... 1

Introduction.................................................................................... 2

Unit 2: Internet Transaction Server.... ... ... ... ... ... ... ... .... ... ... ... ... ... .... ... ... ... 7

Internet Transaction Server .... ... ... .... ... ... ... .... ... ... .... ... .... ... ... ... ... .... ... .. 8

Unit 3: Purchasing Processes............................................................. 15

Store Assortment List ...................................................................... 17

Store Order.................................................................................. 34

Purchase Order ...... ....... ....... ...... ....... ...... ....... ....... ...... ....... ...... ..... 56

Goods Receipt ....... ....... ....... ....... ....... ...... ....... ....... ...... ....... ...... .... 66

Incoming Invoice.... ....... ...... ....... ....... ....... ....... ....... ...... ....... ...... ..... 77

Unit 4: Inventory Management Processes.............................................. 91

Goods Movements ...... ....... ....... ....... ....... ....... ...... ....... ....... ....... ..... 92

Physical Inventory ......................................................................... 108Stock Entry ................................................................................. 120

Unit 5: Sales Processes....... ...... ...... ...... ...... ...... ....... ...... ...... ....... ..... 125

Sales Processes ...... ....... ....... ...... ....... ...... ....... ....... ....... ....... ....... . 126

Unit 6: Financial Transactions... ... .... ... ... ... ... ... ... .... ... ... ... ... ... ... .... ... ... 153

Cash Balancing ... ....... ...... ....... ...... ....... ....... ....... ....... ....... ...... ...... 154

Expense Invoice ...... ....... ....... ....... ....... ....... ....... ....... ...... ....... ...... . 162

Unit 7: Information .... ...... ....... ...... ...... ...... ...... ....... ...... ...... ....... ...... .169

Retail Reports ....... ...... ....... ....... ...... ....... ...... ....... ...... ....... ....... .... 170 Allocations . . .. . .. . . . . . . .. . .. . . . . . . .. . . . . . . . . . .. . . . . . . . . . .. . . . . . . . . . .. . . . . . . .. . .. . . . . . . .. . .. . 173

Promotion................................................................................... 177

2006/Q2 © 2006 SAP AG. All rights reserved. v

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Contents IRT370

Unit 8: Accessing Master Data ........................................................... 181

Introduction to Master Data . ... .... ... ... ... .... ... ... .... ... .... .... ... .... .... ... .... .. 182

Article Master Data . . . . . . . . . . . .. . . . . . . . . . .. . . . . . . . . .. . . . . . . . . . .. . . . . . . . . . .. . . . . . . .. . .. . . . . . 186Vendor Master Data Maintenance..... .... ... ... ... .... ... ... .... ... ... .... ... ... ... .... 190

vi © 2006 SAP AG. All rights reserved. 2006/Q2

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Course Overview

Target Audience

This course is intended for the following audiences:

• Project Team members responsible setting up Retail Store

• SAP and partner Consultants.

Course Prerequisites

Required Knowledge

• Good knowledge of SAPIRT

• Good knowledge of ITS.

Recommended Knowledge

• Good knowledge of all IRT courses.

• Basic knowledge of retailing

• Basic knowledge of ABAP programming

Course GoalsThis course will prepare you to:

• Configure the SAP Retail Store processes

• Use the SAP Retail Store

Course Objectives

After completing this course, you will be able to:

• Configure SAP Retail to communicate with SAP Retail Store

• Explain the processes available through SAP Retail Store• Use SAP Retail Store to perform store tasks

2006/Q2 © 2006 SAP AG. All rights reserved. vii

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Course Overview IRT370

SAP Software Component Information

The information in this course pertains to the following SAP Software Components

and releases:

• ERP 6.1

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Unit 1Introduction to SAP Retail Store

Unit Overview

SAP Retail Store provides an easy-to-use tool for several in-store tasks. The SAP

Retail Store provides direct access to ERP over an intranet. This unit describes just

one scenario for its use at a very high level.

Unit Objectives

After completing this unit, you will be able to:

• Describe the Retail Store architecture

• Identify the business processes that are delivered with SAP Retail Store

Unit Contents

Lesson: Introduction................................................................... 2

2006/Q2 © 2006 SAP AG. All rights reserved. 1

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Unit 1: Introduction to SAP Retail Store IRT370

Lesson: Introduction

Lesson OverviewIntroducing the main business scenario and architecture of SAP Retail Store

Lesson Objectives

After completing this lesson, you will be able to:



Business Example

Store operations have been performed manually and the paperwork mailed toheadquarters. Now, that the company has implemented SAP Retail, the stores can use

the Retail Store to improve efficiency, productivity and accuracy.

SAP Retail Store (SRS)

This is a 40,000 foot look at SAP Retail Store (SRS) to, hopefully, give you a broad

perspective before diving deeper into the specifics of SRS.

Figure 1: Main Business Scenario

Smart Speciality Wines has stores throughout the southwestern United States that

are supplied by two distribution centers.

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IRT370 Lesson: Introduction

The stores have fairly simple POS systems which limits how much data they exchange

with headquarters. The company has determined that SAP Retail and SAP Retail

Store in their stores will provide the level of reporting and control necessary for them

to expand into other regions.

Figure 2: Retail Store Case Study and Landscape

Other members of your implementation team have configured the core business processes in SAP Retail. You have SAP Web Application Server installed so you

will be able to use the internal Internet Transaction Server (ITS). There is additional

customizing and testing, however, that you must do to use Retail Store.


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Unit 1: Introduction to SAP Retail Store IRT370

Figure 3: Comprehensive Retail Store Functions

Master data – Display assortments, store data, shelf layout and display and maintain,

articles, customers, vendors and sales prices

Sales – Create customers and sales orders. Request new labels for printing. Optionally,

balance sales values with other financial transactions.

Inventor y Management – Enter goods receipts, stock transfers, and stock counts for

physical inventory documents.

Purchasing – Enter Store orders, purchase orders and incoming invoices. You can alsodirectly post to specific expense accounts.

Information – Display/maintain promotions and allocation tables. Display Stock

overview report, Open goods receipts and other standard reports.


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IRT370 Lesson: Introduction

Lesson Summary

You should now be able to:




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Unit Summary IRT370

Unit Summary


• Describe the Retail Store architecture• Identify the business processes that are delivered with SAP Retail Store


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Unit 2 Internet Transaction Server

Unit Overview

The Internet Transaction Server (ITS) maps the ERP retail screens to the HTML pages

that are displayed on the store's browser. It is this tool that allows us to separate the

business logic in ERP from the visual appearance for the end user.

Unit Objectives


• Describe the Internet Transaction Server (ITS)

• Describe the components delivered with SAP Retail

• Explain how ITS facilitates information transfer between SAP Retail and SAP

Retail Store

Unit Contents

Lesson: Internet Transaction Server .. ... .. .. .. .. ... .. .. .. ... ... .. .. ... .. .. .. .. ... .. 8


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Unit 2: Internet Transaction Server IRT370

Lesson: Internet Transaction Server

Lesson OverviewThe technology that underlies SAP Retail Store is discussed in this lesson.

Lesson Objectives





Retail Store

Business Example

Although the Web Application Server (WAS) and the Internet Transaction Server

(ITS) will be configured by technical colleagues, it is a good idea to have some

concept of how the interface is structured and how it facilitates the movement of data.

Figure 4: Architecture of Integrated ITS in SAP Web Application Server 6.40


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IRT370 Lesson: Internet Transaction Server

From a technical view, the Internet Transaction Server (ITS) is integrated in the kernel

of the SAP WAS 6.40 as an Internet Communication Framework (ICF) service, and

will be called over the Internet Communication manager (ICM). The ICM takes

over the tasks of the Webserver/WGate, whereas the AGate or the actual runtime isimplemented as a HTTP request handler in the Internet Communication Framework

(ICF) which executes the rendering of the HTML pages.

When a HTTP request is received by the ICM service, it determines whether the

service is implemented in the ABAP or JAVA stack of the WAS. If an ABAP

application is requested, the ICM passes it on to the task handler which hands the

request to the ITS rendering engine.

The ITS rendering engine draws the templates and MIMEs from the database of SAP

Retail. There is no need for external locally stored files any longer.

Figure 5: Standalone ITS vs. SAP WAS with Integrated ITS

The integrated ITS is implemented as an ICM service and supports both SAP GUI for

HTML and Web Transactions (IACs/EWTs). SAP Retail Store is an IAC.

The integrated ITS can only access its own system. However, through the use of alias

URLs, it can access multiple clients on the same system.

Because the integrated ITS does not support ITS Flow Logic, WebRFC andWebReporting, the stand alone ITS continues to be supported.


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Figure 6: How SAP Offers Service on the Web

Figure 7: Processing One Request from SRS


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The process begins with a user request on the browser, which calls the Internet

Communication Framework, which passes the request to the integrated ITS. The ITS

loads the service file and passes it to ABAP processing. Retail responds with the

appropriate output and the integrated ITS loads the required template, creates theHTML page and passes it to the ICM which sends it to the browser.

Figure 8: Data Access with Integrated ITS

The Retail Store templates are delivered with the system in Package WOST, which

can be accessed by the path Tools! ABAP Workbench! Overview! Object

Navigator (SE80).

The templates are 'published' to the internal system.

Similarly, the service files can be found under Tools ! Administration !

Administration! Network ! HTTP Service Hierarchy Maintenance (SICF). You can

activate the Retail Store Functions by selecting them with a right-click and Activate.


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Figure 9: Data Access with a Stand Alone ITS

The stand alone version of the ITS uses the same templates which must be published

at Design time. Publishing in this case, means copying the templates and related files

from the database to the file system of AGate and WGate servers.

At runtime, the files from WGate and AGate servers are accessed directly.


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Lesson Summary





Retail Store


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Unit Summary IRT370

Unit Summary


• Describe the Internet Transaction Server (ITS)• Describe the components delivered with SAP Retail


Retail Store


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Unit 3 Purchasing Processes

Unit Overview

The purchasing processes are presented as an end-to-end process. Headquarters

maintains the assortment list for each store. In the store, depending on its size, a

buyer, department or store manager will maintain inventory levels using Store Order

and/or Purchase Order. A receiving clerk would perform goods receipt and if the

invoice is delivered to the store, another clerk would enter the Incoming Invoice, and

could also handle the payment.

Unit Objectives


• Describe the Assortment List

• Customize the Assortment List for SAP Retail Store

• View the Assortment List in SAP Retail Store.

• Describe Store Orders

• Customize the Store Order for SAP Retail Store.

• Describe purchase orders and their primary use in Retail Store.

• Customize Purchase Order profiles for SAP Retail Store

• Describe Goods Receipt

• Customize Goods Receipt for SAP Retail Store

• Process Goods Receipts in the store.

• Customize the Incoming Invoice area of SAP Retail Store

• Enter an Incoming Invoice using SAP Retail Store

Unit ContentsLesson: Store Assortment List .... ... ... .... ... ... ... .... ... ... .... ... .... .... ... .. 17

Exercise 1: Customizing Assortment List Profile and Initializing the

Store............................................................................... 27

Lesson: Store Order... ....... ....... ...... ....... ....... ...... ....... ...... ....... .. 34


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Unit 3: Purchasing Processes IRT370

Exercise 2: Store Order Customizing .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. .. . 49

Lesson: Purchase Order............................................................ 56

Exercise 3: Purchase Order Customizing and Processing .. .. .. .. .. .. .. .. 61

Lesson: Goods Receipt ... .... ... ... .... .... ... ... .... ... ... .... .... ... ... .... ... ... 66Exercise 4: Customize and Perform Goods Receipts ...................... 73

Lesson: Incoming Invoice.... ... .... ... ... .... ... ... .... ... ... .... ... ... ... .... ... .. 77

Exercise 5: Incoming Invoice Customizing and Using...................... 85


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IRT370 Lesson: Store Assortment List

Lesson: Store Assortment List

Lesson OverviewThe Assortment List contains all the article data that a store carries, including

promotions, layout specs, sales prices, and sources. An article must be listed in a store

for that store to purchase and/or to sell the article. The Assortment List does not have

to be sent to a store for it to be available to SRS. It must be run, however.

Lesson Objectives





Business Example

Other members of your implementation team have set up master data and calculation

schemes, now it is your job to set up and test the Assortment List to run automatically

for use by SAP Retail Store. If the Assortment List has not been run for your store, no

article movements can be created.

Figure 10: Assortment List Contents


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The Assortment list contains selected data of the integrated article maintenance that

are relevant for the store or customer.

A source determination is made for the articles so that the store knows from where toorder each article. More than one source can be transmitted.

Optionally, transaction data (promotions, allocation tables, orders) are read as well.

This data can support the store's merchandise planning functions.

Information about the layout of the store provides directions for article placement and

planning by visual inspection and also, where necessary, for generating shelf-edge

labels.

Figure 11: Assortment List Types: Customizing

The above example shows three Assortment List types which allows for different

cycles for the three types of articles – Food, Hardware, and Apparel articles.

Using Assortment list types allows multiple versions to be handled by a single

Assortment List profile and also provides a way of distributing the workload.


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Figure 12: POS Outbound: AL Version Management

Version management is recorded in the Assortment List Type entries in the system.

This slide provides a detailed look at how version management works.

The cycle time definition provides data for the system to calculate the validity period

and the next generation dates for the assortment list.

In addition, you can define how many change versions to send before the system

sends a full version.

Figure 13: Assortment List Profile: Customizing (1/4)


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Like all other profiles in SAP ERP, the Assortment List profile handles data entry in a

most efficient fashion.

The Parameters are:• Application mode: how will the assortment list be used.

1 – Save versions, do not send as message

2 – Send as message, do not save versions

3 – Send as message and save versions

4 – Do not save any version or send any message.

5 – “Light:”Do not save any version, send IDoc

• Mode 1 is recommended for Retail Store. However, if a downloaded message

to the stores is required, mode 3 can also be used. A saved version is one

requirement for SRS.

• Condition Type Group

– Group created to handle conditions used to prepare pricing for download.

• Reduction

– If you have created a reduced Assortment List message, enter the name in

this field. Otherwise, the system will use the full WBBDLD message.

Note: If you are using the HPR assortment list, you must enter the

message name in this field, either WBBDLD or your reduced

message name.


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Figure 14: Assortment List profile: Customizing (2/4)

Sorting Procedure controls how the Assortment List will be structured and displayed

in SRS. The options are by:

1 – Department, layout area

2 – Layout area

3 – Vendor, vendor sub-range, article number

4 – Vendor, merchandise category, article number 5 – Department, merchandise category, article number

6 – Merchandise category, article no.

9 – Other, a user exit.

If you order directly from vendors, it is important that you chose sorting procedure 3

or 4, so that the vendor information is available to you.

Assortment List data line structure. This field identifies a dictionary structure that is

used to create and interpret the assortment list data line. While the system is supplied

with several Assortment List structures, for SRS it is recommended that you use:

WBBP_STORE

Number of lines is used to designate the number of lines that fit on a single page of the

assortment list. This allows one to create a table of contents for the assortment list.


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Format for printing the assortment list. This is used in conjunction with the data

line structure.

OutputDevice is the name of your printer, if you want a printed assortment list.


Print immed.(iately). Select this field if you want the system to print the assortment

list immediately after creating the assortment list.

Flag changes, tells the system to examine the master data changes even when creating

a full version and mark the items. Selecting this field has performance implicationswhen running a full version.

Sales usage, selecting this field allows an article to remain in the assortment list after

the end of the ordering period. The article remains until the end of the selling period.

Recipient determin., identifies that the system should use the ALE distribution model

to determine where to send the list when creating IDocs. This has performance

implications and should not be used for Retail Store.

No Direct Access in Pricing. Leave blank to use the better performance of direct

access. Select, if full functionality is required.

Supply source cannot be read direct. Not used at this time.


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Vendor Info – Select this field to include vendor information in the assortment list.

When this field is not selected, there may be missing parameters in store orders.

Ext. change info – If you are including change information from an external source,

select this field.

Ext. Layout modules – If you are using an external space management system for

your store layout, select this field.

Lyt module versions – If you are using external layout, this field becomes available.If you use several layout versions, select this for for the system to determine the

correct version to be used.

Deletions for Listing – Primaily use for POS in the store. Not relevant to Retail Store.


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Figure 17: Assortment List Report Processes

Alternative Condition analysis report, if used, should be run before executing the

Change message report.

Note: If work list direct entry is active, this report is not required.

The Initialization report should be run prior to going live. If you are using the

Assortment List message to populate your store systems, each store must be initialized

before change message can be use.

The Dummy Initialization report can be run to set the system for change pointer

analysis when it is not necessary to send all data to the store system.Change Message report for Assortment List can be set to run synchronous with the

assortment list cycle time, if all stores, for example, are on a 5 day cycle. If, however,

stores are on different cycles you might set the report to run nightly. Then the report

checks the cycle you set in Version Management and prepares Change message only

for those stores that have cycles requiring one.

Direct request or manual reports are used for testing, replacing missing store data, or

to change a particular price when you do not wish to run the entire change analysis.

Reorganization reports must be run on a regular basis to clear the change pointers.


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Figure 18: Assortment List: Change Message

Preparing to run the Assortment List message automatically on a regular basis,

requires that you create variants of the report. You define your variants at POS

Outbound, Assortment List Change message.

You may choose to ignore an assortment list type cycle and include all articles

assigned to the defined user selections.

You must also choose to merge all other change versions with the last full version

after the system generates this change version. This is required for SRS. Without a

merged version, only a change version exists and Retail Store ignores that because itrequires the full list of articles.

You also determine at this time, if the system will process the messages using multiple

application servers, if you want to limit the number of processes running in parallel,

and the name of a server group to perform the parallel processing.


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Exercise 1: Customizing Assortment ListProfile and Initializing the Store

Exercise Objectives

After completing this exercise, you will be able to:

• Customize an Assortment List Profile

• Initialize or create a Full Assortment List for your store

Business Example

Before you can purchase any articles, you must have an initialized Assortment List

available on-line. The Assortment List provides all the products you sell in the store

but it must be set up to create the appropriate list for stores using SRS.

Hint: The system locking mechanism is switched off for courses doing

Customizing therefore, it is necessary for you to check that your settings have

been saved. Use DISPLAY after you have saved your changes to confirm

that they are recorded.

Task 1:

Prepare to create your Assortment List profile.

1. Is an assor tment list required for your store? If yes, what must you do to have

one?

2. What customizing is required to ensure that the sales prices are included in

your Assortment List?

3. Check the Assortment List types. Although the system requires a minimum of 2

days lead-time, for class purposes ensure that the types you will be using have no

lead time. That is a lead time of zero.

Continued on next page


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Task 2:

Use the copy function to create your Assortment List Profile. Use the name ZL##.

And only use assortment list types A and W for your site.

Hint: Remember to use an application mode that saves the version.

1. What path must you take to access the Assortment List profile?

2. How do you perform a copy of another profile?

3. Ensure that the data in your assortment list types A and W are correct for SRS

usage. What are these parameters?

Task 3:

Once you are sure that your Assortment List profile has been saved, assign it to your

site RP##.

1. What is the path to the site?

2. Which tab and field do you access to enter your Assortment List Profile?

Remember to check that the change was saved.

Task 4:

Your site belongs to Sales organization RP10 and distribution channel R2. Initialize

the Assortment List message type for your site only.

1. What path did you take to access the Initialization process?

2. How do you check if your assortment list was created?

3. Can you determine in headquarters what articles were grouped together?

Task 5:

Now, sign on to your client through the internet. Use the following URL:

http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client no.>

1. Can you access your Assortment List? How?

2. What merchandise categories have you created?


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Solution 1: Customizing Assortment ListProfile and Initializing the Store

Task 1:

Prepare to create your Assortment List profile.

1. Is an assortment list required for your store? If yes, what must you do to have

one?

a) Yes.

b) You must customize the assortment and initialize the store.

2. What customizing is required to ensure that the sales prices are included in

your Assortment List?

a) You must have a Condition Type Group attached to your assortment list,

with the conditions identified that carry sales prices and taxes. To check the

conditions that are being prepared, use the following path:

IMG! Sales and Distribution! POS Interface!Outbound ! Maintain

POS condition type group

View Condition Type TRNG. It does contain the condition types that carry

the data we need. The conditions types are:

VKP0 - Sales Price

VKA0 - Promotion Sales price

UTXJ - Tax Jurisdiction Code

3. Check the Assortment List types. Although the system requires a minimum of 2

days lead-time, for class purposes ensure that the types you will be using have no

lead time. That is a lead time of zero.

a) The path to check Assortment List types is:

IMG! Logistics – General ! Assortment ! Assortment List !

Assortment list types

Note: All types have a lead time of 3 days. The should be set to

zero for these exercises.



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Task 2:

Use the copy function to create your Assortment List Profile. Use the name ZL##.

And only use assortment list types A and W for your site.

Hint: Remember to use an application mode that saves the version.

1. What path must you take to access the Assortment List profile?

a) The path to create the Assortment List is:

IMG! Logistics – General ! Assortment ! Assortment List ! Maintain

Profile for A ssortment Lists

2. How do you perform a copy of another profile?

a) To copy another profile:Select the reference profile, press the copy icon and replace the reference

with your Assortment List ID.

Press Enter, and choose copy all on the next screen.

Select your profile and choose Maintain assortment list profile parameters.

Note: There should be only two, but if there are more, delete

all but A and W.

3. Ensure that the data in your assortment list types A and W are correct for SRS

usage. What are these parameters?

a) The parameters for your remaining assortment list types should be:

Field Name Values

AL applic. Mode 1

Cond. Type group TRNG

Reduction Blank

Sorting procedure 4

AL structure WBBP_STORE



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Task 3:

Once you are sure that your Assortment List profile has been saved, assign it to your

site RP##.1. What is the path to the site?

a) Use the path on the Retail Easy Access menu:

Logistics! Retailing ! Master data! Site data! Site! Change

Enter your site name, RP##, press Site, general.

2. Which tab and field do you access to enter your Assortment List Profile?

Remember to check that the change was saved.

a) Select the POS tab and enter your profile, ZL##, in the Assort. list profile

field.

Task 4:

Your site belongs to Sales organization RP10 and distribution channel R2. Initialize

the Assortment List message type for your site only.

1. What path did you take to access the Initialization process?

a) The path to initialize the assortment list:

Logistics! Retailing ! Master data! Assortment/listing ! Assortment

List ! Generate! Initialization (Tx-WDBI)

2. How do you check if your assortment list was created?

a) A screen displays when the initialization is complete. You can see how

many groups of data have been generated and the number of articles

each contains.

You can use the following path to confirm that the initialization was

successful:

Logistics! Retailing ! Master data! Assortment/listing ! Assortment

List ! Display (Tx-WBBS)

Enter the Sales org., RP10, Distribution channel, R2, your Customer

number, RP##, and press Execute.

On the next screen, double-click each node down to a merchandisecategory article data.



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3. Can you determine in headquarters what articles were grouped together?

a) Yes, using the path above you can see the assortment list type, version, and

then by vendor and merchandise category.

Task 5:

Now, sign on to your client through the internet. Use the following URL:


1. Can you access your Assortment List? How?

a) Accessing the assortment list via SAP Retail Store.

URL:


Enter the user name that you were assigned for the class and the passwordthat you selected.

Enter your store number, RP##, and press Log On.

You can access the assortment list through:

Master data! Assortment list

You could also see that the assortment list is active, using Store Order.

2. What merchandise categories have you created?

a) You should have two merchandise categories, Accessories and Wines.


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Lesson Summary






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Lesson: Store Order

Lesson OverviewDescribe how to configure Store Order profiles for automatic handling by SAP ERP.

Also, configuration for display in Retail Store.

Lesson Objectives




Business ExampleGoods move from the DC or vendor to the stores; through allocation, replenishment,

or through store orders. If ordering by the stores is one of the processes used, several

options are offered through Retail Store.

Store Orders

Figur e 19: Store Order Overview


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IRT370 Lesson: Store Order

Store order is the tool used by stores (or customers), to identify replenishment needs

to SAP Retail. The central SAP Retail system triggers the actual procurement using

the system’s purchasing and shipping functionality.

Upon receipt of store order data, SAP Retail checks for missing details that are

required for further processing, but were not provided by the store (e.g., order unit,

source of supply, etc.). It adds these details, using information stored in the system.

Further, it optimizes individual order items, adapting order quantities to minimum

order quantities, or rounding to logistical units of measure according to a defined

rounding profile. If the augmented data is sufficient, they are used to create a

document that triggers the procurement of the articles. Depending on the customizing

settings of SAP Retail, the document can be:

• a purchase requisition (PReq), or

• a purchase order (PO), or

• a delivery.

Figure 20: Store Order: Basic Settings - Customizing (1/2)

Dialog ControlYou set up how you want store order information to display for your end users in

this customizing function.


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Max. Number of displayable lines – If the number set here is larger than a screen-full,

paging is available.

Warning When Leaving the Dialog – A notice displays that unsaved data will be lostupon pressing the Back button. Options are to have No warning; a warning every time

upon leaving the screen; and, a warning only if there is data in the order list.

Display Docs After Posting – When set, the follow-on documents that were created,

are displayed. If not set, only those items that could not be posted are displayed.

Expand Mdse Catgries Automatically – If set, the navigation tree is displayed

expanded to the merchandise category level. This takes longer to display. If not

set, the navigation tree is expanded only to the Assortment List Type, from which

merchandise categories can be selected.

Display Vendor Number – If set, the vendor number is displayed beside their name on

the Retail Store Order.

Display EAN/UPC – Options are:

• Do not display any EAN/UPC

• Display all

• Only display those from the Assortment List

• Display All EAN/UPS and their Units of Measure

Maximum Number of Vendors in Dropdown Box – Set this field to limit the list of

vendors

Display Articles that Cannot be Ordered – Select to display only those articles that

can be ordered

Article Can Also be Planned Individually – Set this field to activate a push button on

the Store Order screen that allows the user to perform detailed RP without reducing

performance in the overview.


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Figure 21: Store Order: Basic Settings - Customizing (2/2)

Data Formatting

Determine Current Stocks and Receipts – When set, the system checks the inventory

tables and displays the current levels on the on-line order form. This is performance

intensive and should only be used when there is a limited merchandise list.

Display stock – You can choose to display in the base unit of measure or the order unit of measure.

Determine and Display Default Quantities – If set, displays the suggested quantities

generated by a replenishment run. Quantities can be increased or decreased in the

store.

Select Source of Quantity Proposals – You can select to have the quantity proposals

default from the purchase requisitions assigned to the store; or from replenishment

requirements, which is better for performance.

Quantity Proposals Enable Mass Processing – If set, an additional pushbutton is

displayed in the store order purchasing list that can be used to load all the default

quantities that are assigned to the store.

Caution: Use caution with this indicator, if a store must process a very large

number of default quantities (a few thousand), the users should process

materials in groups for performance purposes.


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Do Not Buffer Determined RP Data – On/Off. If set, the data is not buffered.

Asynchronous Posting – If set, follow-on documents and posting are completed after

saving the store order. If not, documents and posting is completed coincident tosaving the store order.

Prefill Input Fields with Rounded Quantities – If set, the values in the quantity fields

are rounded in Store order.

Note: Do not use this rounding if “load-building” rounding is performed

at a later stage.

Extras

PDC Connection Type – Identifies how PDC units communicate with ERP. The

options supported are:

No PDC Connection

PDC Connection by Web Browser

PDC Connection by RFC Interfaces

PDC Connection using Web Browser//Java applet

Maximum No. of Allowed Schedule Lines – Indicates the maximum number of

delivery times for each PO item.

Reorganization Period for Follow-On Documents allows you to identify a period in

days to hold store orders and their references to follow-on documents before they are

deleted.


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Figure 22: Store Order: Assigning Follow-On Document Type

As the slide shows, SAP Retail searches the store order IDoc from the most specific to

the least specific to determine which type of document to create.

The checks are performed in the following order:

• check if a document type was transferred via a user exit;

• check if a document type was sent in the store order IDoc;

• check if a document type was maintained in the POS inbound profile

– defined at the store/ MC level, dependent on the source of supply (field

‘Default doc. category external store order’)

– defined at the store/ MC, not dependent on the source of supply (field

‘Document type default’)

– defined at the store level, dependent on the source of supply (‘Default

doc. category external store order’)

– defined at the store, not dependent on the source of supply (field ‘Document

type def ault’);

• document type = 3 (PO), if everything else fails.


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Figure 23: Store Order: Customizing (1/5)

Store order processing must be customized in POS inbound profile Store Order

controls. These can be defined at store level, or at store/merchandise category (MC)

level.

The processing of store order data in SAP Retail can be customized as follows:

• Default follow-on document to use, if no other directions are given:

1 – Create a PReq

2 – Create a PO unless there is an error, then create a PReq

3 – Create a PO

4 – Create a delivery

7 – Create a sales order

8 – Create a copy of a PO, do not send message to vendor

A – Create a PO for the supplying DC if sufficient stock is available,

otherwise create a PO for the corresponding regular vendor

B – Create a PO for the DC, if order quantity does not exceed the DC’s

maximum issue quantity; otherwise create a PO for the regular vendor

C – Stock on hand, otherwise other DC, otherwise create a PO for the

regular vendor


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Substitute document types for (standard) NB and UB

• If the standard document types for purchase orders (i.e., NB and UB) have been

renamed in (MM-) customizing of the SAP ERP system, their new names must

be specified here.

Note: It is NOT recommended to rename NB and UB!

Grouping of order items (flag only used at store level)

• If activated, store order items containing the same article, receiving store, etc.,

are combined to a single item in the follow-on document created from thestore order.


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Scope of message log (flag only used at store level)

Depending on the selection made in this field, not only errors, but also warnings or

notes are logged during processing of store order IDocs.

Scope of store order confirmation (flag only used at store level)

This flag is only relevant for confirmation of store order. Depending on its value:

• EITHER everything,

• OR changes only,• OR all store order items, including variances,

are to be confirmed to the sender of the store order. Neither of these fields is relevant

for Retail Store.

Using workflows – You can select to use the older version of workflow, the new

workflow exception processing, or on workflow processing.

Workflow template – If you select to use the new workflow option, enter the template

in this field.


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Further processing controls

• Settings made in this field group determine:

• How missing units of measure are handled

• Whether, or to what extent, the automatic source of supply determination should

also check for outline agreements (performance critical!),

• The selection pair for “Default doc. cat. ... replen.” are relevant for store orders

triggered by replenishment to determine the document category of the follow-on

document to be generated.

• “Default document category ... store orders” are relevant for non-replenishment

based store order processing. Depending on the source of supply (either provided

explicitly, or determined automatically), the external or the internal store order

document type is used to generate the follow-on document.

• These controls take precedence over the Default doc category above, and how

they are configured is extremely important depending upon the Store Order

scenario that you are implementing.


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Finally, check-boxes are provided to determine whether:

• the automatic source of supply determination should try to find the cheapest

source of supply (very performance critical !!!).

• store order processing should check for duplicate document numbers.

• document f low update is deactivated during processing of store orders;

• store order data should be posted in one or in two steps;

• if posting is in two steps, the system imports the original store order data and

adds missing data in the first step. In the second step, the system posts the

document. Optimizing processing steps can take place on a cross-order basis between steps one and two; (used only at store level)

• store order items containing an article, that is to be procured via replenishment

or allocation, are not to be copied over to the follow-on document created by

store order inbound processing.


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Figure 28: Creating a Store Order: Simple Scenario

The simple scenario shown on this and the following page is only suitable for a store

with a small assortment, that make frequent small on line orders.

Creating such a simple store order, is a matter of selecting the assortment list, selecting

the merchandise category and identifying the quantity of each item that you want

to order .

Through the store order control profile and the logistics screen for the article, the

system determines whether to produce a stock transport order to the DC or a purchase

order to a vendor.

Two step ordering is a way of varying the simple scenario:

• A clerk or a vendor can be assigned to an authorization object that allows them

to enter quantity proposals. This can lead to purchase requisitions but require

a second step by a staff member with authorization to create the follow-on

documents, that is to accept the proposed quantity or change it before completing

the process.


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Figure 29: Creating a Store Order: Simple Scenario (2)

Another variation of the simple scenario for smaller stores with small Assortment

Lists, is:

• If you plan your inventory visually and use a Hand Held Terminal to record

your plan, you can upload the file, process it, and save the information as a

Store Order.


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Figure 30: Creating a Store Order: Replenishment

Larger stores with extensive Assortment Lists that make large Store Orders benefit

from a nightly replenishment run. In the replenishment run, SAP Retail generates

purchase requisitions that display in the store as quantity proposals.

The purchase requisitions are not processed to external purchase orders or stock

transport orders until the local merchandise manager changes or accepts the proposal

and the report is run.


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Exercise 2: Store Order Customizing

Exercise ObjectivesAfter completing this exercise, you will be able to:

• Customize the parameters for SRS Store Orders

• Order goods for your store using Retail Store.

Business Example

As the logistics lead, you are trying different customizing combinations for store

orders and store goods receipts.

Task 1:

You will customize the store order parameters for the store so that when you sign into

the Retail Store purchasing function, store order, you will be able to order goods.

1. What path do you take to customize your store order in ERP?

2. If you change the displayed lines to 50, will you always have 50 lines showing

on the screen?

Task 2:

Configure the settings to have store order processing display the current stock and also

display the order after posting.

1. What settings did you have to change?

Task 3:

Now customize the Retail Store profile for Store orders to only retain orders for two

weeks.

1. What is the path for the Retail Store customizing?

What value did you put in the retention field?

Task 4:

You must also set up your Inbound profile for store orders for the system to handleeverything properly.

1. Create an inbound POS profile, ZI##



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2. Create a Store Order Control profile

3. Assign the profile to your store.

Task 5:

You are planning a white wine tasting in a few weeks and during the tasting there is

a promotion on some of those wines. You have decided to order extra before the

promo announcement is activated.

1. How do you order 5 cases of 317001 for your store RP##?

Also order extra champagne. That is 317073 and you want 6 cases.

2. Can you determine whether the articles are shipped from the DC or from a

vendor? How?

3. Do you need to know the vendor number of your supplier?4. Is your champagne in stock? How can you check that?

5. Write down the numbers of any purchase orders created for use in the goods

receipt exercise.


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Solution 2: Store Order Customizing

Task 1:You will customize the store order parameters for the store so that when you sign into

the Retail Store purchasing function, store order, you will be able to order goods.

1. What path do you take to customize your store order in ERP?

a) To create your schema, use the following path:

Tools! Customizing ! IMG! Edit Project ! SAP Reference IMG

Logistics – General ! SAP Retail Store! Store Order ! Basic Settings

for the Store Order ! Define Customizing Schemas with Basic Settings

Press New Entries and enter your schema name and group ZS## as the

description. Enter the following:

Field Name Values

Maximum Number of Displayable

Lines

100

Warning When Leaving the Dialog 2 – Warning only when there is

Data in Purchase Order List

Display Docs after Posting X

Expand Material Groups

Automatically

blank

Determine Current Stocks and Receipts

X

Determine and Display Default

Quantities

X

Do Not Buffer Determined MRP

data

blank

Asynchronous Posting blank

PDC Connection Type No PDC C onnection

Maximum No. of Allowed Schedule

Lines

blank



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Save and back out. Select Assign Customizing Schemas to Sites. Press

New Entries. Enter your site number RP## and assign it ZS##, your

customizing schema.

2. If you change the displayed lines to 50, will you always have 50 lines showing

on the screen?

a) Only the number of lines that can, do display on the screen. If 50 lines are

available and only 20 fit on the screen, you will have to use the scroll

bar to see all of the available lines.

Task 2:

Configure the settings to have store order processing display the current stock and also

display the order after posting.

1. What settings did you have to change?a) You must set Determine Current Stock and Receipts to display current

stock and Display Docs after Posting to display after saving your order.

Task 3:

Now customize the Retail Store profile for Store orders to only retain orders for two

weeks.

1. What is the path for the Retail Store customizing?

What value did you put in the retention field?

a) Retention periods are set up using the following path:Tools! Customizing ! IMG! Edit Project ! SAP Reference IMG

Logistics – General ! SAP Retail Store! Store Order ! Basic Settings

for the Store Order ! Reorganization Period for Follow-on Documents

Enter 15 for the number of days to hold the documents.



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Task 4:

You must also set up your Inbound profile for store orders for the system to handle

everything properly.1. Create an inbound POS profile, ZI##

a) Take the path IMG Sales and Distribution! POS Interface! Maintain

Profile for POS Inbound

Select New Entries add your profile ZI##.

2. Create a Store Order Control profile

a) Take the path, IMG! Sales and Distribution! POS Interface! Inbound

! Store Order Control

b) Seclect the profile TRNG, select copy, and replace the Inbound profile

name, TRNG, with yours, ZI##.

3. Assign the profile to your store.

a) Take the path on the Easy Access menu, Logistics! Retailing ! Master

Data! Site Data! Site! Change (Tx WB02)

b) Enter your store number, RP## and select Site, general go to the POS tab

and enter your POS Inbound Profile name in that field.

Task 5:

You are planning a white wine tasting in a few weeks and during the tasting there is

a promotion on some of those wines. You have decided to order extra before the

promo announcement is activated.

1. How do you order 5 cases of 317001 for your store RP##?



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Also order extra champagne. That is 317073 and you want 6 cases.

a) First sign on to the SAP Retail Store. Use the path:

URL: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<clientnumber>

Select your Store, RP## on the class Client.

Enter the same user name that you were assigned for the class and the

password that you selected. Press Log On.

Enter your store number and press Log On.

Select Store Order, expand your Assortments.

Enter 5 in the Quantity field of 317001

2. Can you determine whether the articles are shipped from the DC or from a

vendor? How?

a) You cannot tell where the articles are delivered from on the order screen.

You can determine the source of supply by selecting Store Order follow-on

documents.

Order champagne, article no. 317073

3. Do you need to know the vendor number of your supplier?

a) You do not need to know the vendor number, the system will select the

right supplier.

4. Is your champagne in stock? How can you check that?

a) On the order form, the system displays if there is stock of the article. Or

you could use the Stock report under Information.

5. Write down the numbers of any purchase orders created for use in the goods

receipt exercise.

a) The purchase orders will have a number beginning 45nnnnnnnnn.


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Lesson Summary





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Lesson: Purchase Order

Lesson OverviewAnother purchasing process is the Purchase Order. We discus how to configure it for

automatic handling in SAP Retail Store and how it differs from Store Orders.

Lesson Objectives




Business ExampleFrom time to time, goods must be returned to vendors directly from the store. Also,

there are times when a store needs additional stock more quickly than normal means

can deliver it. In all of these cases, the SRS Purchase Order can be used.

Purchase Orders

Figure 31: Purchase Order: Overview


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IRT370 Lesson: Purchase Order

The Purchase Order is used by stores to request merchandise from other stores (stock

transfers) and to return merchandise to external suppliers with an additional dialog to

create the goods issue.

Smaller independent stores could also use this function to order small numbers of

specific items from specific suppliers.

Figure 32: Purchase Order: Basic Settings (1/2)

The Basic Settings for Purchase Order Entry are to control the order entry process

and for saving the POs by SRS.

The first group on the screen are for Purchasing Document Control where you identifythe purchasing document item category for stock transfer, the default purchasing

group and the identifier for the text items.


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Figure 33: Purchase Order: Basic Settings (2/2)

The next group identifies the Scope of Functionality:

Article number ID – What type of article number do you want to default to the screen.

Your own, the vendor's or the EAN/UPC code.

No. of items in Entry – Number of lines to display so that as many line items as

possible appear on the screen without the necessity of a scroll bar. If you need more

lines during Purchase order entry, you can switch between blocks using scroll keys.

Trans. Type GI StkTr – Movement type for Goods Issue.

Do Not Display Prices – Select this field to limit purchase price from displaying at

the store.

Document Search – Limits to ensure responsive performance.

Number of Rows in Order Search – Maximum number of lines to be displayed when

the system returns search results. This keeps the display to a manageable size for

the user in the store.

Document Search Days Back – The number of days before the current date, that the

from date of the search should.


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Figure 34: Purchase Order: Assign Purchasing Document Types

Assign the Purchase Order document types that will default when you identify a

purchase order and a stock transport Order.

Figure 35: Purchase Order: Assign Reasons for Ordering


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You can only identify reasons that have already been created in standard purchase

order customizing. That location can be reached with the following path: Materials

Management ! Purchasing ! Purchase Order ! Define Reasons for Ordering

As you bring those reasons in to the SRS Purchasing area, you also can limit their

availability. As shown, there are three options for usage:

• Only for Standard Item

• Only for Return Item

• For Standard Item and Return Item

Thus, you can reduce the options available for the end user, while having all that

are necessary.


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Exercise 3: Purchase Order Customizingand Processing

Exercise Objectives


• Customize the Purchase Order Schema

• Process a Purchase Order in SRS

Business Example

There are times when the store must transfer goods from another store so not to miss

a sale; also, there are times when the store must return goods directly to the vendor.

These are two reasons one might use the Purchase Order in the store.

Task 1:

Define a Purchase Order Schema

1. Where can you customize the Retail Store Purchase Order?

2. Can you set a schema where you will use SKUs rather than the SAP article

number?

3. Create a schema for your store RP## and name it Z##1 and assign it to your store.

4. Is there any other customizing that must be done before you can use Purchase

Order on Retail Store?



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5. Is there anything you must do to the schemas that are defined? Why?

Task 2:

Now, as the assistant store manager, you notice that you are out of wine glasses and

you are having a wine tasting tonight. Glasses are sure to sell, but the only way to get

them in time is to get them from Store 3601, across town.

1. Sign on to Retail Store for your store RP##.

2. How do you indicate that you want Site 3601 to stock transport 16 glasses

(317065)?


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Solution 3: Purchase Order Customizingand Processing

Task 1:

Define a Purchase Order Schema

1. Where can you customize the Retail Store Purchase Order?

a) In the IMG: Logistics - General ! SAP Retail Store! Purchase Order !

Basic Settings for Purchase Order Entry

2. Can you set a schema where you will use SKUs rather than the SAP article

number?

Answer: Yes, in the Article No. ID field.

3. Create a schema for your store RP## and name it Z##1 and assign it to your store.

a) The easiest way to create your own schema is to select one that is already

created, select the copy button and enter your schema name on the resulting

screen.

b) Save your schema and back out. Select Assignment of Customizing

Schemas to Sites Select New Entries, enter your site and customizing

schema names and save.

4. Is there any other customizing that must be done before you can use Purchase

Order on Retail Store?

a) Yes, there must be a schema for the Document Types and also one for the allowed reasons for ordering.

5. Is there anything you must do to the schemas that are defined? Why?

Answer: No, since you use the same documents and the same reasons, only one

is necessary. All stores use the default.

Task 2:

Now, as the assistant store manager, you notice that you are out of wine glasses and

you are having a wine tasting tonight. Glasses are sure to sell, but the only way to get

them in time is to get them from Store 3601, across town.

1. Sign on to Retail Store for your store RP##.

a) Use the following URL: ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/its/srs-

<client number>



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2. How do you indicate that you want Site 3601 to stock transport 16 glasses

(317065)?

a) Select Purchase Order in the Purchasing area of the screen. b) On the selection screen, use the drop down in the Type field to select Site

and in the Number field, enter 3601 and select Create.

c) On the Purchase Order screen, use today's date for the Delivery Date. Enter

the article number 317065 and 16 for the Quantity.

Select Save Document.

d) When the Purchase Order Confirmation screen displays, record the stock

transport number.


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Lesson Summary





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Lesson: Goods Receipt

Lesson OverviewWhen deliveries are made to the store, they are received into inventory using SAP

Retail Store. Before that can be done, several defaults must be defined to make it

simple for an untrained stock clerk to enter receipts.

Lesson Objectives





Business Example

Whether goods are ordered by headquarters or the store itself, they must be received

in the store to properly reflect the store's inventory.

Goods Receipts

Figure 36: Receiving Goods Overview


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IRT370 Lesson: Goods Receipt

After goods have been ordered, they must be received into the stores. Goods can be

delivered direct from the vendor or by way of the Distribution Center.

Figure 37: Goods Receipt: Basic Settings (1/3)


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Goods receipt processing must be customized in a goods movement schema and be

assigned to the store performing online goods receipts. The schema provides defaults

for the online template and links to MM goods movement for the incoming data.

• General default:

– Document ID: The type of document that you generally receive goods

against is identified in this field to default on the SRS entry screen. This

saves clicks at the time of entry and can be overridden for exceptions.

– Article number ID: Which type of article number your purchase orders or

delivery documents use to identify articles is also defaulted on the SRS

entry screen and used by SAP Retail.

• Movement type: Movement type codes are identified in this group. They are

standard MM movement types and sets up the link from the incoming BAPIs to

the ERP movement types. The goods receipts movements types requested are:

– Goods receipt for the reference document

– Goods receipt reversal

– Return delivery for reference doc

– Goods receipt for stock transfer deliveries

– Return deliveries w/o reference document

– For storing transferred stock

– For removing transferred stock.

– For Additional Items in a Goods Receipt

– For Additional Items in Goods Receipt Cross Company


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Control: Goods Receipt

• GM_code – The goods movement code points to the transaction code to be

used for recording the goods receipt.

• Maximum Number – Identify the maximum number of lines to display in

the goods receipt screen. This maintains clarity for the user and can impact

performance.

• Account Type for Items with Acct Assignment – Some receipts require an

account assignment. You identify the type of account in this field.

• Default Goods Receipt Qty – When a goods receipt displays in SRS, the quantity

expected for the document should default, if this field is selected.

• Display shipping units in delivery – Select to have the shipping units display.

• Use Search Help Fields on Initial Screen – Select to have the appropriate search

fields operate from the initial screen.

• Entry of Incoming Invoices in Goods Receipts is Permitted – Set to allow

invoice entry immediately following goods receipt. If it is set, an additional

button displays on the initial screen after the goods receipt has been posted

allowing the clerk to enter the invoice.


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Control of PDC Procedures

• Retail Store MDE Scenario – Identify if there is a connection to PDC input

and the type of connection:0 – No PDC Connection

1 – PDC Connection by Web Browser

2 – PDC Connection by RFC Interfaces

3 – PDC Connection Using Web Browser/Java Applet


Control Search Helps

Past Period for... – Enter the number of days in the past from which to begin the

search. The date that corresponds to that number of days before the current date

defaults on the SRS screen and can be changed by the user.

Maximum Number of Hits for.... – The number of lines to display in SRS, which is a

manageable size for your staff and their screens. Also, if response time is increasing,

you might want to lower the number of lines to display to improve performance.


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Figure 40: Assign Reference Document Types

The reference documents that you identify in this screen are the only business process

documents displayed in the drop down list on the Entry page of SRS Goods Receipt

and all other goods movement types.


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Exercise 4: Customize and Perform GoodsReceipts

Exercise Objectives


• Customize the parameters for SRS Goods Receipts

• Receive Goods into your Store using SAP Retail Store.

Business Example

You will be wearing two hats in this exercise, as inventory project lead you are going

to customize goods receipts. Then you change your hat to become the stock clerk

and receive those goods on-line.

Task 1:

Now that you can order goods, you also want to be able to receive them in the store.

1. What is the first customizing activity you must perform?

2. Is there any other step(s) you must take to ensure that your store receives the

correct default data?

3. How can you do that?

Task 2:

Receive the goods you ordered in the previous unit.

1. Must you know your purchase order number to receive the goods?

2. Can you receive the articles that will be shipped from the DC?


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Solution 4: Customize and Perform GoodsReceipts

Task 1:

Now that you can order goods, you also want to be able to receive them in the store.

1. What is the first customizing activity you must perform?

a) Customize Goods Receipts for your store.

You must customize the SRS Goods Movement. Use the path:

Tools! Customizing ! IMG! Edit Project ! SAP Reference IMG

Logistics – General ! SAP Retail Store! Goods Movement ! Basic

Settings for Goods Receipt

! Define customizing Schemas with Basic Settings

In viewing the Schemas, you see that you can use the default 0001.

! Assign Customizing Schemas to Sites

Press New Entries and add your store number RP## and assign schema

0001 to your site.

2. Is there any other step(s) you must take to ensure that your store receives the

correct default data?

a) Yes, you want to identify the permitted reference documents for this

Business process.3. How can you do that?

a) Also in the IMG: Logistics – General ! SAP Retail Store! Goods

Movement ! Grouping of Permitted Reference Documents for Each

Business Process

b) Note the document types allowed for Goods Receipt. They are: Without

Reference Document; Delivery, including shipping notification and

delivery; Purchase Order; Shipping Unit; Article Document; and, Purchase

Requisitions / Requirements.



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Task 2:

Receive the goods you ordered in the previous unit.

1. Must you know your purchase order number to receive the goods?

a) Receive the goods into your store.

Select Goods Receipt in SRS for your store.

You do not have to know the purchase order number. Simply, press the

binoculars next to the Reference doc. field to see what POs are outstanding

and select it.

2. Can you receive the articles that will be shipped from the DC?

a) In order to display articles to be shipped by the DC, you must select

Delivery as your Reference document ID.


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Lesson Summary






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IRT370 Lesson: Incoming Invoice

Lesson: Incoming Invoice

Lesson OverviewOften times when a vendor delivers goods to a store, the driver also delivers the

invoice. For those occasions, the Incoming Invoice process in Retail Store can be

used. Some customizing will be used to setup the tolerance logic to reduce the

processing time required for incorrect invoices. While Incoming Invoice is not the

same as standard Invoice Verification, errors are corrected in headquarters using

standard invoice verification.

Lesson Objectives


• Customize the Incoming Invoice area of SAP Retail Store• Enter an Incoming Invoice using SAP Retail Store

Business Example

When invoices are delivered to the store, they must be entered so that headquarters

can clear the GR/IR account.

Figur e 41: Incoming Invoice: Overview


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With goods receipt there will be occasions when you must also receive and record the

invoice at the store rather than at headquarters.

Figure 42: Incoming Invoice: Basic Settings (1/3)

Incoming Invoice processing must be customized in a schema and, if necessary, be

assigned to the stores.

The first group on the schema customizing page provides the scope of functionality –

what the stores are allowed to do and, therefore, which screens are available to them.Article Identifier: You set the default to the internal Article number or the EAN/UPC

code.

Cancel Allowed – Set if you allow cancellations to be performed in the store.

Always Calculate Tax, No Entry: When set, the tax field is closed to input and the tax

calculated automatically.

Do Not Display Print Screen: If set, the print screen does not display after the Invoice

is entered. This cannot be set, if the Payment dialog is available in the stores as the

payment dialog is called from the print screen.

Manual Hold: the default actions that are available when the store staff are allowed to

put an invoice on hold.


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Available actions:

• No Hold

• Set Payment Block • Park Invoice

Payment Block Manual: You can set which documents/activity the action in the prior

field impacts, if manual holds are allowed. The available options are:

• Blocked for Payment

• Free for Payment

• Invoice Verification

• Payment clearing

• Payment request

• Post processes including Payment• Skip account


This section of the Incoming Invoice is used to set the tolerances.


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Check Positive Tolerance: If set, SRS uses the tolerance listed in the following field

to ensure that invoices are not posted if the tolerance is exceeded. These checks

are in addition to the usual tolerance checks for Logistics Invoice Verification i.e.

vendor-specific and item level tolerance limits.

Positive Tolerance Value: Enter the value that the positive tolerance check should

not exceed.

Check Negative Tolerance: If set, SRS uses the tolerance listed in the following field

to ensure that invoices are not posted if the tolerance is exceeded. These checks

are in addition to the usual tolerance checks for Logistics Invoice Verification i.e.

vendor-specific and item level tolerance limits.

Negative Tolerance Value: Enter the value that the negative tolerance check should

not exceed.

Currency for Tolerance Limits: Identify the currency that the absolute tolerance

should not exceed.

Hold Due to Tolerance: Identify the action to take if the invoice should be held

because of a tolerance being exceeded.

Actions available:

• Error message, Posting not possible

• Set Payment Block

• Park Invoice

Payment Block to Hold Due to Tolerance: You can set which documents/activity the

action in the prior field impacts, if a payment block hold due to tolerance is required.

The available options are:

• Blocked for Payment

• Free for Payment

• Invoice Verification

• Payment clearing

• Payment request

• Post processes including Payment

• Skip account

Screen Settings: The following fields setup how the information displays on the

screen.


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Number of Cost Lines with Reference Document: Enter the typical number of cost

or credit memo items per invoice with a reference document to display on the entry

screen. This is the default which can be changed if the number of items exceeds

this value.

No of Cost Lines without Reference Document: Enter the typical number of cost or

credit memo items per invoice with no reference document to display on the entry

screen. This is the default which can be changed if the number of items exceeds

this value.


Screen Settings, continued

You also set the status of the following three items: Posting Date, Item Quantity

and Item Selection. The status can be:

• Field Hidden, which in the case of Posting Date will be automatically filled

with today's date. For the item quantity and item selection, the purchase order

amount will default.

• Field shown, or displayed; in the case of Posting Date will be automatically

filled with today's date. For the item quantity and item selection, the purchase

order amount will default.

• Field Ready for Input

Document Search fields sets up the default dates for the system to search from. The

dates can be overridden on the entry screen.


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You also limit the number of hits for the system to display. Use a number that meets

your organization's needs without going so large that you impact performance.

Figure 45: Incoming Invoice: Grouping of Permitted Reference Document

Categories

You identify on this screen, which Reference Document Categories are available

through the drop down on the screen and which is the default.


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Figure 46: Incoming Invoices: Grouping of General Ledger Accounts

In this schema you identify the General Ledger accounts where specific types of

products and services are posted. You also enter simple text to identify those accounts

to the staff in the store.

Figure 47: Incoming Invoice: Grouping of Permitted Reversal Reasons


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In this schema you identify the reasons that identify a reversal and the common text

for display.

Figure 48: Incoming Invoice: Grouping of General Ledger Accounts for

Payments

In this schema you identify the General Ledger accounts where specific payments

types are posted. You also enter simple text to identify those accounts to the staff in

the store.


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Exercise 5: Incoming Invoice Customizingand Using

Exercise Objectives


• Customize the Retail Store Incoming Invoice

• Process an incoming invoice through Retail Store

Business Example

If Vendors deliver invoices directly to the store, you want to be able to record them

directly in the system.

Task 1:

Customize Incoming Invoice

1. What path do you take to customize the Incoming Invoice?

2. I can use customizing schema 0001 as it is delivered without assigning it to

my store.

Determine whether this statement is true or false.

! True

! False

Task 2:

1. Enter an invoice for the purchase order that you performed a goods receipt

for in the last unit.



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2. If you know the purchase order number, do you need to search for a vender?

3. In addition to a purchase order, the way the system is customized I can also use a:

Choose the correct answer(s).

! A Delivery note

! B Goods Receipt number

! C No reference number

! D Just the vendor number


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Solution 5: Incoming Invoice Customizingand Using

Task 1:

Customize Incoming Invoice

1. What path do you take to customize the Incoming Invoice?

a) In the IMG, Logistics - General ! SAP Retail Store! Incoming Invoice

! Basic Settings for Incoming Invoice

2. I can use customizing schema 0001 as it is delivered without assigning it to

my store.

Answer: True

It is likely that one schema is enough for an organization and since it is identified

as the default, it will be used for all Incoming Invoices

Task 2:

1. Enter an invoice for the purchase order that you performed a goods receipt

for in the last unit.

a) On the browser based Retail Store, select Incoming invoice.

2. If you know the purchase order number, do you need to search for a vender?

Answer: No, you simply enter the purchase order number in the field provided.

3. In addition to a purchase order, the way the system is customized I can also use a:

Answer: B, C

If you use the vendor number, it is only to search for a receipted PO or a goods

receipt number.


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Lesson Summary





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IRT370 Unit Summary

Unit Summary


• Describe the Assortment List• Customize the Assortment List for SAP Retail Store












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Unit Summary IRT370


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Unit 4 Inventory Management Processes

Unit Overview

Several types of activity characterize inventory management in a store, stock transfer

processes, recording shrinkage, breakage, etc. and performing periodic physical

inventory counts. These are the topics of this unit.

Unit Objectives


• Customize Stock Transfer processes for SAP Retail Store

• Customize Other Goods Movements for SAP Retail Store

• Process stock transfers in SAP Retail Store

• Process other goods movements in SAP Retail Store

• Customize Physical Inventory processes for SAP Retail Store

• Use SAP Retail Store to perform a Physical Inventory Count.

• How SAP Retail Store is used to support the Inventory Revaluation processfor Value-Only articles.

Unit Contents

Lesson: Goods Movements .... ... ... .... ... ... .... ... ... .... ... ... ... .... ... ... ... 92

Exercise 6: Goods Movements.. ... .... ... ... .... ... ... .... .... ... ... .... .... . 97

Lesson: Physical Inventory ... ... .... ... ... .... ... .... .... ... .... .... ... .... .... ... 108

Exercise 7: Physical Inventory................................................ 113

Lesson: Stock Entry ................................................................ 120


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Unit 4: Inventory Management Processes IRT370

Lesson: Goods Movements

Lesson OverviewGoods Receipts are not the only movements of inventory that must be recorded. The

standard movements tracked by your company can be customized and then recorded

in SRS.

Lesson Objectives






Business Example

Stock is moved in and out of inventory for various reasons and once the customizing

is set to handle those movements, it is relatively easy for stock clerks to record these

movements in SRS.


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IRT370 Lesson: Goods Movements

Figure 49: Stock Transfer: Overview

Stock transfer movement types can be virtual as well as physical. For example, if a

store wants to isolate its promotional stock from its regular stock, it can be easily

handled via goods movements.

Transfers between stores can also be recorded simply.

The accounting is handled behind the scenes, with no user intervention, in both cases.


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Figure 50: Other goods Movement: Overview

As shown, other goods movement can be easily defined. Whether it is moving

inventory from the floor for use by the store or to the trash bin because it is spoiled

The reporting of these transactions is simplified through customizing and the

accounting is handled with no user intervention.

Figure 51: Goods Movement: Customizing (1/2)


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The first step to other Goods movement processing is to define the basic settings

and identify the scheme.

• General default: – Article Number ID – Which type of article number your other goods

movements use to identify articles is also defaulted on the SRS entry

screen and used by SAP Retail.

– Check Expiration Date: On goods movement check expiration date for

perishable articles before recording a movement. If the check is active,

issue a warning or an error if the remaining shelf life is less than required,

as set in the article master.

– Storage Location Management – If set, a field is displayed in the online

screen that allows the clerk to enter storage location data.

• Control of PDC Procedures – Retail Store MDE Scenario – Identify if there is a connection to PDC

input and the type of connection:

0 = no PDC Connection

1 = connect via Web Browser

2 = connect via RFC Interfaces

3 = connect using Web Browser/Java Applet

Figure 52: Goods Movement: Customizing (2/2)


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There are two additional types of Goods movements, stock transfers and other goods

movement. Both are customized similarly. First, you identify a schema and set the

basic settings. Then, you identify the types of movements your organization uses

and link them to a selection box.

In the next step, you link your selections to a schema and each type of movement to a

movement type. Then, you link the schema to your stores.

The business transactions of the appropriate schema display in the SRS screen for entry

of stock transfers or other goods movements. The subsequent handling of the data is

controlled by the movement type code associated with each business transaction.

The movement types are delivered with the system and linkage to general ledger

accounts is defined during MM customizing.


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Exercise 6: Goods Movements


• Customize Goods Movements for Stock Transfer and Other movements

• Post goods movements in SAP Retail Store.

Business Example

Smart Specialty Stores use SAP Retail Store to maintain their inventory. The stores

frequently transfer inventory among themselves and record other removals from floor

stock.

Task 1:

Begin your customizing of SAP Retail Store Goods Movements by identifying the

basic settings for both Stock Transport and other Goods movement. View the default

schema to answer the following questions.

1. What is the path to this (these) schemas?

2. What does this customizing screen control?

3. What happens if you do not assign a schema to your site?

4. Assign Schema Z001 to your site RP##.

Task 2:Before you customize you want to check your G/L accounts or Cost center

assignments to these movement types, you should check in the standard materials

management component for how these movement types are already assigned. You

know the following information:

Data Type G/L Account

Inventory 135075

Scrap 510100

Trading goods consumption 510080

1. How would you confirm that this information is correct before using these

accounts?



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Task 3:

Now you can configure your stock transport goods movement types.

1. Which keys are defined in the grouping of business transactions?

2. Check which business transactions are configured.

3. Which schema is the default? What movement type is the default for this

schema?

4. Must you add a G/L Account for these transactions?

Task 4:

Review schema Z001 that is assigned to your site RP##.

1. Will you be able to perform an article to promo transfer with this schema as

your assigned schema?

Task 5:

Now perform the customizing for other goods movements.

1. Take the path: ?

2. For schema 0001, what is the difference between the goods movement code

03 and 05?

Do not assign any schema to your site. What effect will this have on your store

when you access Other Goods Movements on SRS?

Task 6:

Use Retail Store to deliver 3 bottles of merlot (317024) to your neighbor's store. The

store of the person sitting on your right.

1. Use Retail Store to transfer 3 bottles of Merlot.

2. Check the Accounting transactions in the system.

3. Did the system make the debit and credit to the correct accounts? What were

they?



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Task 7:

Now, return to the Retail Store and record taking one unit of 317065 from stock and

report it to headquarters as broken/spoiled. It was damaged beyond repair in shippingand your normal method of dealing with such damage is to scrap the item.

1. How do you select the movement type on the Retail Store for other goods

movements?

2. Check the accounting document for this transfer. What path do you take to

check this accounting document?


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Solution 6: Goods Movements

Task 1:Begin your customizing of SAP Retail Store Goods Movements by identifying the

basic settings for both Stock Transport and other Goods movement. View the default

schema to answer the following questions.

1. What is the path to this (these) schemas?

a) Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference

IMG

Logistics – General ! SAP Retail Store! Goods Movement ! Basic

Settings for Goods Movements/Stock Transfers ! Define Customizing

Schemas with Basic Settings

2. What does this customizing screen control?

a) This schema controls the default selection of the Material identification

on the SRS screen.

3. What happens if you do not assign a schema to your site?

a) If you do not assign a schema to your site, the system uses the schema

Z001 which is designated Standard.

4. Assign Schema Z001 to your site RP##.

a) The path to assign the schema is:

Tools AcceleratedSAP Customizing Edit Project SAP Reference IMG Logistics – General ! SAP Retail Store! Goods Movement ! Basic

Settings for Goods Movements/Stock Transfers ! Assign Customizing

Schemas to Sites

Select New Entries and enter your store RP## and the Customizing schema

in the appropriate fields.



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Task 2:

Before you customize you want to check your G/L accounts or Cost center

assignments to these movement types, you should check in the standard materialsmanagement component for how these movement types are already assigned. You

know the following information:

Data Type G/L Account

Inventory 135075

Scrap 510100

Trading goods consumption 510080

1. How would you confirm that this information is correct before using these

accounts?

a) To determine what the G/L account for inventory is:

Use the path:

Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference

IMG

Materials Management ! Valuation and Account Assignment ! Account

Determination! Account Determination without Wizard ! Configure

Automatic Posting

Press cancel on the selection screen and then press Account assignment.

This brings you to the Materials Management posting group (RMK).Select Inventory posting (BSX). We are using chart of accounts CANAand

valuation grouping code USRE. Almost all of the merchandise we sell

belong to material type HAWA, Trading goods, which belongs to valuation

class 3100. So you can see that the inventory G/L account is 135075.

You could also press G/L Accounts on the main screen, enter the company

code R300 and your store RP## to bring up a complete list of accounts.



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Task 3:

Now you can configure your stock transport goods movement types.

1. Which keys are defined in the grouping of business transactions?

a) To determine which keys are defined, use the path:


IMG

Logistics – General ! SAP Retail Store! Goods Movement ! Grouping

of business transactions for stock transfers

2. Check which business transactions are configured.

a) The first selection, Define Business Transactions , itemizes the keys, as

shown below. But you must Maintain Grouping Schema and Assign

Business Transactions to see the details of the transaction.

3. Which schema is the default? What movement type is the default for this

schema?

a) If you look at the General Business Transactions, you will note:

Customizing schema, 0001-- SAP schema is the default (standard).

Select box Description Movement

type

G/L Acct.

0001 default Transfer of stock

to another store

301

0002 Transfer articleto promo.

(valOnly)

309

0003 Splitting up of set

articles

319

b) You can see on this screen that Transfer of stock to another store is the

default movement type.

4. Must you add a G/L Account for these transactions?

a) No, you do not have to identify G/L accounts for these movement types,

they are defined in standard goods movements and the G/L accountsidentified there will default.



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Task 4:

Review schema Z001 that is assigned to your site RP##.

1. Will you be able to perform an article to promo transfer with this schema asyour assigned schema?

a) Yes, you could select article to promo transfer, stock to another store is

only the default selection.

Task 5:

Now perform the customizing for other goods movements.

1. Take the path: ?

a) The path is:

Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference IMG

Logistics – General ! SAP Retail Store! Goods Movement ! Grouping

of business transactions for other Goods movements

2. For schema 0001, what is the difference between the goods movement code

03 and 05?

Do not assign any schema to your site. What effect will this have on your store

when you access Other Goods Movements on SRS?

a) The first selection is:

Define Business Transactions. Here each of the other goods movementtypes are itemized for the selection box.

The second selection, Maintain Grouping Schema and Assign Business

Transactions, shows the movement type associated with Schema 0001

Select

box

Descrip-

tion

Move-

ment

type

G/L Acct. Cost

Center

GM_co

0001 Breakage/

spoilage

551 03

0002 Spoiled/SLED

expired

551 03



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Select

box

Descrip-

tion

Move-

ment

type

G/L Acct. Cost

Center

GM_co

0003

default

GR Un-

planned

501 05

0004 Theft 551 03

0005 Removed

for own

consump-

tion

201 03

0006 Removed

for staff

canteen

201 03

0007 Removal

for

sampling

331 03

0008 Rmvd for

produc-

tion

221 03

0009 Free of

charge

deliv.

from

vendor

511 05

b) The difference between the GM_co of Breakage / spoilage (0001) and Free

of charge delivery (0009) is that 03 is a removal code linking to transaction

code MB1A and 05 is a goods receipt, transaction MB1C.

If you do not assign a schema to your site, schema 0001 will be used by

default.



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Task 6:

Use Retail Store to deliver 3 bottles of merlot (317024) to your neighbor's store. The

store of the person sitting on your right.1. Use Retail Store to transfer 3 bottles of Merlot.

a) Sign on to your client using the URL:

http:/ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client number>

Record the movement of 3 bottles of Merlot (317024) from your store to

the store of the person on your right. RP## to RP##.

Under Inventory Management , select Goods Movement . Ensure Transfer is

highlighted and then select edit items.

Field Name Values

Bus. trans Stock Transfer to another Site

Rec. site RP##

Article 317024

GR quantit y 3

Press Post.

2. Check the Accounting transactions in the system.

a)

Hint: You would be in headquarters testing, so use direct access to

SAP Retail rather than SRS.

b) To check the document and the accounting for the document use the path:

Logistics! Retailing ! Merchandise logistics! Inventory management

! Article document ! Display

Enter your article document and today’s year.



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3. Did the system make the debit and credit to the correct accounts? What were

they?

a) First, you can see that each store has the movement type 301 associatedwith the article 317024, your store with a minus and your neighbor's with a

plus. When you press the Accounting documents button you can see the

debit and credit were made to the same G/L account 135075, the inventory

account. However, assigned to the two different stores.

Task 7:

Now, return to the Retail Store and record taking one unit of 317065 from stock and

report it to headquarters as broken/spoiled. It was damaged beyond repair in shipping

and your normal method of dealing with such damage is to scrap the item.

1. How do you select the movement type on the Retail Store for other goods

movements?

a) Sign on to the client using the web. The URL is:

Sign on to your client using the URL:

http:/ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-<client number>

Under Inventory Management, select Goods Movement . Select Other

movement and then select Edit items.

Field Name Values

Bus. trans Broken / spoiled

Article 317065GR quantity 1

b) Press the selection arrow on Bus. Trans and select broken / spoiled.

And Press Post

2. Check the accounting document for this transfer. What path do you take to

check this accounting document?

a) Check the document and the accounting for the document use the path:

Logistics! Retailing ! Merchandise logistics! Inventory management

!

Article document !

DisplayEnter your article document and today’s year.

You can see that there was a credit to the inventory account and a debit

to the scrap account.


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Lesson Summary







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Lesson: Physical Inventory

Lesson OverviewThis lesson covers the topic of store physical inventory using the Retail Store.

Lesson Objectives




Business Example

On some scheduled basis, all stores must perform a physical count of their inventory.The inventory can be requested by headquarters who would create a count document

into which the store staff would enter the physical count. For limited numbers of

articles, stores can create their own documents and enter those counts.

Figure 53: Physical Inventory: Overview

An inventory count must be undertaken on some regular basis according to U.S.

GAAP and other country’s legal requirements.


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IRT370 Lesson: Physical Inventory

Physical inventory using SRS provides two options in addition to using PDC input.

One is to count the articles contained in a PI document that is created in headquarters.

This can be done manually for small article lists, or by a batch job in the background

which is more realistic for large numbers of articles.

The second option is to create documents via SRS for articles that the store wants

counted.

In both cases, the documents are created, store staff can perform the count either

manually with a visual count or via a PDC, and the count entered in SAP Retail Store.

Figure 54: Physical Inventory: Basic Settings (1/3)

Physical inventory customizing prepares the internet display for data entry.

If you require a reason to be entered when posting a difference, selecting the

Difference reason entry displays that field on the Edit differences screen. You can set

up specific difference reasons in SAP Retail to be used in this field.

Use the store’s POS currency should be checked, unless you want the company code

currency displayed for the value of the inventory difference.

Change count can be set to display on the initial Physical Inventory screen forcing the

selection of either entering the initial count or changing the count on the subsequent

screen. Leaving this field blank, provides the option Edit differences which allows

both the count and changes to be entered on the subsequent screen.The period for displaying PI documents can be set. The default is 24 months.


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There are several options for displaying the overview list of PI documents:

• Always show

• Zoom in/out – displays either the document number only, or the documentnumber and status.

• Hide/show – provides a selection on the screen to hide the overview or display

the overview.

• Switch screens – the overview displays until a document is selected. Then only

the document data is displayed.



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PDC Procedure Control

• PDC Procedure with ITS File Transfer – When you are using PDCs to capture

the inventory data and ITS file transfer procedures, select this field.• PDC Procedure Mass Processing – When you are using PDCs to capture the

inventory data and mass processing procedures, select this field to activate it.

Because this method uses the POS inventory IDoc, and inbound and outbound

POS profile is required.

• Use Java Applet for File Selection – If you set this indicator, a Java applet is

used in SAP Retail Store Physical Inventory for selecting the PDC file that is to

be posted. This makes selecting the PDC file more user-friendly when using the

ITS file transfer procedure.

• Expand Value Only Articles – If you set the indicator, all single materials relating

to the value-only materials in the physical inventory document are determined

when the physical inventory document is sent to the PDC device, and an item issent for each single material. Only relevant if the PDC procedure with document

reference is used in the store.

• Period for Selection – Indicates the number of days in the past from the current

date that the system should search for PDC transactions.



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Selection Stock Type/Value-Only Art

• Stock Type Selection – If set, the user in the store is able to select the stock type

for which physical inventory documents are to be created.• Blocked Stock – If set, the user can create physical inventory documents for

blocked stock (type 4).

• Stock in QI– If set, the user can create physical inventory documents for stock in

quality inspection (type 2).

• Value-Only Articles – sets how the selection of value-only articles is to take

place during creation of physical inventory documents in SRS. The options are:

– blank - Always Select Value-Only Articles.

– 1 - Do Not Select Value-Only Articles

– 2 - Enable Selection in Dialog

Other Document Creation Selections

• Only Articles With Negative Stock – If set, this option is displayed in the users

screen in SRS.

• Empties Only – If set, the user in the store has the option of creating physical

inventory documents for 'empties' articles.

• Sales Order Stock – If set, the user in the store has the option of creating physical

inventory documents for sales order stock (special stock E).


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Exercise 7: Physical Inventory


• Customize the screen display for Physical Inventory

• Create a Physical Inventory Count request from SAP Retail

• Enter the Physical Inventory Count using Retail Store.

Business Example

You are required by headquarters to do a physical inventory on selected merchandise

monthly. You will customize the Retail Store Physical Inventory Schema and then test

if the online version meets your needs.

Task 1:

Before you can prepare a physical inventory in the store, you must customize the SRS

profile you wish to use.

1. What path will you take to prepare this profile?

2. Copy schema 0001 and create your own schema Z##0.

3. What entry must you make to keep your PI documents for only 1 year?

4. Create the possibility of zoom in/out. What entry will you use?

5. Assign your schema to your site RP##.

Task 2:

The inventory manager in headquarters decided that your store must count the

inventory of glassware in unrestricted stock.

1. How does the headquarters inventory person prepare a physical inventory

document for your store?

Create that document for articles 317063 through 317067.



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Task 3:

In the store you count the inventory and you have the following stock count:

317063 6

317064 6

317065 6

317066 4

317067 2

1. You take what path to enter the count. Please enter and Post the count.

2. When you save the data, does that mean that it has changed the inventory?

3. How would you check to ensure that your count and the SAP Retail inventory

count were the same? Are they?

4. If your count differs from inventory, adjust the count to be + or – 1 and press

Post Difference.

Task 4:

OPTIONAL:

1. Revise your schema so that you require a reason for the PI difference and change

the Overview screen to 3 or 4 and do a local count of 317001.


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Solution 7: Physical Inventory

Task 1:Before you can prepare a physical inventory in the store, you must customize the SRS

profile you wish to use.

1. What path will you take to prepare this profile?

a) The path to the SAP Retail Store physical inventory profile is:


IMG

Logistics – General ! SAP Retail Store! Physical Inventory! Basic

Settings for Physical Inventory

Select Define Customizing Schemas with Physical Inventory Basic Data.

2. Copy schema 0001 and create your own schema Z##0.

a) Select schema 0001, press the copy icon and enter your number Z##0.

3. What entry must you make to keep your PI documents for only 1 year?

a) Change the Period f. selecting phys.inv.nos to 12 (months) to maintain the

document numbers for only 1 year.

4. Create the possibility of zoom in/out. What entry will you use?

a) Enter 2 in the Overview screen field.

5. Assign your schema to your site RP##.a) To assign the schema to your site:


IMG

Logistics – General ! SAP Retail Store! Physical Inventory! Basic

Settings for Physical Inventory

Select Assign Customizing Schemas to Sites. Enter your site number and

your schema number Z##0.



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Task 2:

The inventory manager in headquarters decided that your store must count the

inventory of glassware in unrestricted stock.1. How does the headquarters inventory person prepare a physical inventory

document for your store?

Create that document for articles 317063 through 317067.

a) Run a physical inventory.

Take the following path:

Logistics! Retailing ! Merchandise logistics! Physical Inventory!

Physical inventory document ! Create

Enter your store, RP##, and Storage Location 0001

b) Enter the article numbers in the article column, 1 for stock type and press

Save.

You should receive a message at the bottom of the screen that the physical

inventory document was created.



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Task 3:

In the store you count the inventory and you have the following stock count:

317063 6

317064 6

317065 6

317066 4

317067 2

1. You take what path to enter the count. Please enter and Post the count.

a) Sign on to the client using the web. The URL is:

http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap//its/srs-<client> Log on

using your user number IRT370-##. Use the password you created at the

beginning of class. Select your store, RP## and logon.

b) Under Inventory Management, select Physical Inventory.

Enter the Planned Count Date Use today's date and select Enter Count

Enter in the Counted Quantity field:

317063 6

317064 6

317065 6

317066 4

317067 2

Press Save data.

2. When you save the data, does that mean that it has changed the inventory?

Answer: No, if you check the left column, you will note that your document is

completely counted, but not posted.

3. How would you check to ensure that your count and the SAP Retail inventory

count were the same? Are they?

a) On the main Physical Inventory screen, select Edit differences to view

any difference.



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4. If your count differs from inventory, adjust the count to be + or – 1 and press

Post Difference.

a) Just change the number in the count quantity and press Post Differences.

Task 4:

OPTIONAL:

1. Revise your schema so that you require a reason for the PI difference and change

the Overview screen to 3 or 4 and do a local count of 317001.

a) In the Physical Inventory Schema for your store Z##0, select Difference

reason entry. In the Overview screen field, enter 3 and save it.

b) Go back to the Physical Inventory on Retail Store. Select Document

Creation

Enter the article number(s) and select Create Documents. Select Execute

and enter the count as you did before.


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Lesson Summary





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Lesson: Stock Entry

Lesson OverviewStock entry, inventory counting is only required for value-only articles after a price

change.

Lesson Objectives


• How SAP Retail Store is used to support the Inventory Revaluation process

for Value-Only articles.

Business Example

Most inventory is valued and tracked by quantity whereas value-only inventory,

usually very low cost items, is tracked only by the value. When a price change is

necessary, the system has no way to revalue this inventory without a count. A price

change at headquarters will create a count document for value only articles in the

stores and distribution centers.

Figure 57: Stock Entry


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IRT370 Lesson: Stock Entry

When the retail price of an article managed on the article level is changed, inventory

revaluation can be handled by the system.

When the retail price of an article managed on a value-only basis changes, before thesystem can perform a revaluation you must enter the quantity of the material to be

revalued.

For a particular date, you can create a list of articles whose retail price changes on that

date. Before you can do this, however,you must create the relevant retail revaluation

documents with the status A (“to be counted”) using program RWVKU001 or via the

POS outbound interface.

The listed articles are counted and the results are entered in SAP Retail Store. The

articles are then automatically revalued in mySAP Retail on the basis of that count.


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Lesson Summary





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IRT370 Unit Summary

Unit Summary


• Customize Stock Transfer processes for SAP Retail Store• Customize Other Goods Movements for SAP Retail Store








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Unit Summary IRT370


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Unit 5 Sales Processes

Unit Overview

Most store sales are to an anonymous customer captured by a pos system or cash

register. There are some sales that require capturing more data than some pos

systems can capture. Those are the sales that are the subject of this unit. After initial

customizing in the project, we change roles to be end users in the store to process sales.

Unit Objectives


• Customize sales orders for SAP Retail Store

• Create customer master records

• Change sales prices in SAP Retail Store

• Process sales orders in SAP Retail Store.

Unit ContentsLesson: Sales Processes.......................................................... 126

Exercise 8: Template Customer .............................................. 133

Exercise 9: Customize Sales orders.. .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. 137

Exercise 10: Online Sales Order ............................................. 143


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Unit 5: Sales Processes IRT370

Lesson: Sales Processes

Lesson OverviewSales Orders are used in SAP Retail Store when more data is required than can be

captured by a store pos system. SRS customizing must be done to make store use

a simple process.

Lesson Objectives






Business Example

All the inventory functions exist to support the real business of a store which is sales.

So, you customize the sales area in Retail Store to make it easy for your sales staff to

gather customer data, record sales and set up the delivery method which suits their

customer's needs and the merchandise location.


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IRT370 Lesson: Sales Processes

Figure 58: Sales Processes: Overview (1/2)

Sales order processing for a particular customer can take place in several scenarios.

The first is the customer comes into the store and purchases an article (s) that is not on

hand in the store. The transaction is recorded in Retail Store and the central Retail

system handles subsequent processing.

Depending on the customizing settings of SAP Retail, the article will be shipped to thestore by the DC; or ordered from the vendor to be shipped to the store or the DC.

The customer may collect the article at the store or at the DC.


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Figure 59: Sales Processes: Overview (2/2)

A second scenario is also possible. After placing their order at the store, SAP Retail

can “orchestrate” delivery either from the DC or from the vendor to the customer’s

home or business.

Figure 60: Sales Processes: Basic Settings for Order Entry (1/3)

General Sales Data


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Incoterms delivered with the system reflect the International Chamber of Commerce

trading terms. These combine with the Shipping conditions, also defined in the

Sales and Distribution component, and the loading group, defined in the Materials

Management component, to automatically route deliveries to the customer.

On this part of the screen, you are identifying which incoterms and shipping conditions

to default for entering a sale in Retail Store. Identifying the item category to use

under particular circumstances further combines with these conditions to speed proper

follow-on document handling in the SAP Retail system.


Sales Document Control

If you will provide direct delivery, you must select the Direct Del. Act for that to

be an option during Sales entry.

The item categories that will be used in a particular purchasing document, are set in

the next 3 fields. The options shown above, select:

Direct delivery purchase document - 5, third-party

Single purchase orders - 0, standard

Stock Transport orders - 7, stock transport order

Define which default site category will be placing the orders, in this case the store.


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Scope of Function

Article ID: Which type of material key do you use for sales? Blank, use the internal

article number; 1, use EAN/UPC code; 2, interpret using BAdi.

Select the Credit card field, if your stores support that payment method.

Select Entry of Prices only if stores are allowed to change sales prices.

To simplify creating a customer master record in the store, you must first create a

template customer. This is simply a customer that you have created in the SAP Retailcustomer master data and refer to in this profile. The template will be used when

creating a business customer master record.

You may also use a reference consumer, which reduces the amount of customer data

that is stored after creating a customer master for individuals.

Select one Scheme to be the standard that can be used for stores that have not been

assigned to a particular scheme.

Once your have created your Basic Settings for Order Entry profile, assign the sites

that will be using that scheme for Retail Store order entry.


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Figure 63: Sales Processes: Grouping of Allowed Sales Document Types

The grouping of allowed order types, allows you to establish which types of orders

a store may issue.

Limiting the order types to those actually generated by stores, limits the options

available at entry and speeds the process.

Figure 64: Sales Processes: Grouping of Countries for Customer Maintenance


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Grouping of countries for customer maintenance is also a time saving device during

sales order entry. If, as is shown above, a country has regions, you must identify it so

that the field is available in Retail Store customer screens. If your stores are all with in

one country, you limit the country codes that the system must search on sales entry.

Figure 65: Sales Prices: Basic Settings for Sales Prices

Price changes for a store, can be performed at the store and take effect the following

day.

Control Data

When you allow stores to change sales prices, you can also set up controls on their

pricing changes.

The number of days past and in the future refer to the display in SAP Retail Store. You

want to keep the number of days at a level that provides the store manager information

but not so much as to degrade performance.

The maximum validity period allows control over the length of time for which a store

manager can independently change the price on articles.

Condition Type for Ruling Price: Enter a condition type that is to be used for

maintaining ruling prices in SRS. Condition VKPF, is delivered with the system for

this purpose.

Display All Future Prices in Price History: Selecting this field overrides the date in

the num ber of days in future field and the system will display to the maximum date

associated with the article.


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Exercise 8: Template Customer


• Create a Customer master record.

Business Example

You will be using SAP Retail Store for sales processes. To make it easy for store

personnel, you must create a template customer to use at your store. You need this

customer before you customize the basic settings for sales.

Task:

You want to create a customer that reflects the profile of your store’s regular business

customers.

Some general information about your store that you might want to know is:

Field Name Value

Sales Organization RP10

Distribution Channel R2

Division R1

Region, AZ,

postal code for Tucson 85740

Juridiction code AZ0000000

Transportation zone 0000002, West

Reconciliation account 121000

Payment Terms Net 30

1. How will you create a template customer?

2. Record the Customer number for your template customer.


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Solution 8: Template Customer

Task:You want to create a customer that reflects the profile of your store’s regular business

customers.

Some general information about your store that you might want to know is:

Field Name Value

Sales Organization RP10

Distribution Channel R2

Division R1

Region, AZ, postal code for Tucson 85740

Juridiction code AZ0000000

Transportation zone 0000002, West

Reconciliation account 121000

Payment Terms Net 30

1. How will you create a template customer?

a) Create a template customer:

Logistics! Retailing ! Master data! Edit customers! Business partner ! Customer ! Create! Full

The account group for your template customer is: Customer (General).

Ensure that you fill in the Sales area fields on the start screen.

This account group is assigned an internal number when the customer is

created. Leave the customer field blank.

The following are the required fields on General data, the Address screen:

Field Name Values

Name RP## Reference Customer Search term RP

Street/house number ref. street 99999



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Field Name Values

Postal code City 85740 Tucson

Country US

Region AZ

Jurisdict. code AZ0000000

Transportation zone 0000000002

Language English

Now select Company Code data:, and enter 121000 in the Recon. account

field on the Account Management screen.

On Payment transactions, enter NT30 in Terms of Payment.

In the Sales area data, you must define some Order fields. They are:

Field Name Values

Sales District 000003, SoWestern

Price Group 02 Occasional Buyer

You could also define some Shipping information. Select the shipping tab

and enter:

Field Name Values

Delivery priority 02, Normal

Shipping conditions 01, Standard

2. Record the Customer number for your template customer.

a)


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Exercise 9: Customize Sales orders


• Customize the Sales order area for SAP Retail Store.

Business Example

Your company stocks its expensive articles in the DC, which ships directly to the

customer. You must do some customizing before you are able to record this type of

sale in the store using SAP Retail Store.

Task 1:

Customize the sales order controls for SAP Retail Store. You will use your own

template customer and plan for direct customer shipment and payment by credit card.

You also want the stores to change prices from time to time and use a consumer master

record for individual customers.

1. What path do you take to customize sales order control?

2. Create a schema ZP##. An easy way would be to copy schema 0001 and modify

it for your needs.

3. Which specific fields must you change to achieve the desired results?

4. Assign your schema to your site, RP##.

Task 2:

Now you must identify the order types that your store will use.

1. Check for the allowed order types.

2. Must you create a new group of allowed order types?

3. Are any other steps required to ensure your store has access to these order types?



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Task 3:

Check the Grouping for Countries

1. What is the purpose of Grouping of Countries for Customer maintenance?

2. Will it make a difference if you do not assign a country grouping code to your

site?

3. Assign the appropriate Country Grouping to your site, RP##.

Task 4:

You want your stores to be able to respond quickly to local competition and so you

will give them the authority for short-term price changes. You also think it is helpful if

they can view a history of an articles prices.

1. How can you limit the duration of a price change? Is this already customized,or must you complete another customizing table?

2. Is there a separate customizing table to allow your store to change the prices?


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Solution 9: Customize Sales orders

Task 1:Customize the sales order controls for SAP Retail Store. You will use your own

template customer and plan for direct customer shipment and payment by credit card.

You also want the stores to change prices from time to time and use a consumer master

record for individual customers.

1. What path do you take to customize sales order control?

a) The path to sales order customizing is:


IMG

Logistics – General ! SAP Retail Store! Sales Order ! Basic Settings

for Entering Sales Documents! Define Customizing Schemas with Basic

Settings

2. Create a schema ZP##. An easy way would be to copy schema 0001 and modify

it for your needs.

a) Select 0001, Standard schema. Press Copy. Enter your schema number

ZP##.

3. Which specific fields must you change to achieve the desired results?

a) Make the following entries:

Field Name Values Direct del. act Check

Credit card Check

Entry of prices Check

Templ. customer The customer you just created.

Consumer Check



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4. Assign your schema to your site, RP##.

a) To assign the schema you just created to your site RP##, use the following

path:Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference

IMG Logistics – General ! SAP Retail Store! Sales Order ! Basic

Settings for Entering Sales Documents! Assign customizing schemas to

plants

Press New entries, enter your site number and your schema number in

the appropriate fields.

Task 2:

Now you must identify the order types that your store will use.

1. Check for the allowed order types.

a) Use the path:


IMG

Logistics – General ! SAP Retail Store! Sales Order ! Grouping

of Allowed Sales Document Types

Select: Maintain Grouping Schema and Assign Sales Document Types

Note: There is only one order type schema, 0001, with several

document categories. Identified are:

Quotation

Returns

Order

2. Must you create a new group of allowed order types?

Answer: No, all the order types you are likely to use are defined.



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3. Are any other steps required to ensure your store has access to these order types?

a) Not necessarily, as standard order is the default, that is the one that displays.

However, you can assign this schema to your site. Use the path:Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference

IMG

Logistics – General ! SAP Retail Store! Sales Order ! Grouping

of Allowed Sales Document Types

Select: Assignment of Grouping Schema to Sites

Task 3:

Check the Grouping for Countries

1. What is the purpose of Grouping of Countries for Customer maintenance?a) Grouping of Country Codes


IMG

Logistics – General ! SAP Retail Store! Sales Order ! Grouping of

Countries for Customer Maintenance

Select: Maintain Grouping Schema and Assign Countries. There you will

see at least two groupings, one Germany; and the second, US.

b) There are over 250 country codes in the system. Grouping country codes

together and assigning the group to a site, reduces the number of country

codes the system must check.

2. Will it make a difference if you do not assign a country grouping code to your

site?

a) In this instance, it will make a difference. Because the German country

schema is designated as the default, if you do not assign 0002, the US

grouping, you will not be able to designate the US as the country where

your customer lives. Nor will you be able to enter data like postal codes

and the state that are checked according to the country code.



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3. Assign the appropriate Country Grouping to your site, RP##.

a) Assign the Country Grouping to your site. Use the path:

Tools! AcceleratedSAP ! Customizing ! Edit Project ! SAP Reference IMG

Logistics – General ! SAP Retail Store! Sales Order ! Grouping of

Countries for Customer Maintenance

Select: Assign Country Grouping to Sites. Press New entries, enter your

site number and grouping 0002.

Task 4:

You want your stores to be able to respond quickly to local competition and so you

will give them the authority for short-term price changes. You also think it is helpful if

they can view a history of an articles prices.

1. How can you limit the duration of a price change? Is this already customized,

or must you complete another customizing table?

a) To limit the duration of store price changes, use the path:


IMG

Logistics – General ! SAP Retail Store! Sales Prices! Basic Settings

for Sales Prices

b) Select Define Customizing Schemas with Basic Settings.

The Standard Schema has no limit on length of validity period. If it has not

already been done, enter 15 to limit a price change to 15 days. Note also

that this schema allows historical prices for 30 days in the past and planned

price changes 30 days in the future to display.

2. Is there a separate customizing table to allow your store to change the prices?

a) No, there is not a separate customizing table to allow stores to change

prices. You activated the option when you selected the check box, Entry of

prices, in Basic Settings for Entering Sales Documents.


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Exercise 10: Online Sales Order


• Process sales orders online.

Business Example

With customizing completed, you can use SAP Retail Store to create a variety of

sales orders.

Task 1:

You are working in your store when a new customer, “Your first name” familyname, Smith comes in to make a purchase. Smith lives at 234 Sleepy Hollow Drive,

Jamestown, Arizona, 85745.

Smith wants to purchase a set of red wine glasses (317064) to be delivered to his home.

1. What path do you take to create a customer while you are in the process of

creating a sale?

2. Do you need any additional information to create a customer master record for

Smith?

3. When you have completed entering Smith’s information, record the sale. Must

you know the price to record the sale?

4. What switch must you set to ensure delivery to his home?

Task 2:

Process the Sales order you just created.

1. Can you process with just the customer number or must you know the order

number?

2. Before you deliver the product add some white wine glasses (317063) to Smith’s

order. How can you accomplish this?

3. Record the delivery of both sets of glasses. How do you accomplish this?



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Task 3:

One of your competitor’s is having a sale on glasses starting later this week. You

believe you must respond to that price pressure and lower the price on 317065, aswell, for the length of their sale.

1. How will you lower your store price?

2. When will the price change take effect? Why?

3. View the price history of your glasses and lower the price by $5. What is your

new price?

Task 4:

Now, a new business customer, a restaurant nearby, would like to purchase 4 cases

each of red wine (317002, 317004, 317006, 317007, 317008). The man at the counter

represents Pasta Palace, at 67 Southern Way, in Tempe, Arizona. You also want togive this customer a special discount for their first order to encourage an ongoing

relationship.

1. Create a new customer using the business form. How does this differ from the

individual?

2. Create the sale and before you complete it, enter a discount of 2% for each of the

items. How can you do this? Complete your sale with the discount.

3. Then go to the system at headquarters to view the two customer master records.

How are they different in the system? Can you describe the reason for the

difference between the two customer master records?


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Solution 10: Online Sales Order

Task 1:You are working in your store when a new customer, “Your first name” family

name, Smith comes in to make a purchase. Smith lives at 234 Sleepy Hollow Drive,

Jamestown, Arizona, 85745.

Smith wants to purchase a set of red wine glasses (317064) to be delivered to his home.

1. What path do you take to create a customer while you are in the process of

creating a sale?

a) Sign on to SAP Retail Store:

The URL is: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-

<client number> Sign-on using your user number IRT370-##. Use the

password you created at the beginning of class. Select your store, RP##

and logon.

b) Under Sales on the Main Menu, select the button, Create customer. Or

you could also select Create Sales Order and choose the button “Create

Customer” on that screen. Use the fields for private customers.

2. Do you need any additional information to create a customer master record for

Smith?

a) No, you need only the name and address to create a full customer master

record. The balance of the information will be copied from the template

customer.

3. When you have completed entering Smith’s information, record the sale. Must

you know the price to record the sale?

a) No, the system provides the price from the article master data for the store.

4. What switch must you set to ensure delivery to his home?

a) To ensure that the glasses are delivered to his home, select the button

delivery.



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Task 2:

Process the Sales order you just created.

1. Can you process with just the customer number or must you know the order number?

a) In the Sales Order area, select sales order . Yes, you can find the sales

order using a combination of information in the fields on the screen. Enter

Smith’s customer number and press Display, will bring up all Smith's

orders.

2. Before you deliver the product add some white wine glasses (317063) to Smith’s

order. How can you accomplish this?

a) To add another item before shipping, enter the order number and press

Change. Enter the Article number 317063 and the quantity, 1. Press Post

change.

3. Record the delivery of both sets of glasses. How do you accomplish this?

a) Identify the order again. This time select Deliver for deliver order. Enter

the delivery quantity then press the Deliver goods button on the subsequent

screen.

Task 3:

One of your competitor’s is having a sale on glasses starting later this week. You

believe you must respond to that price pressure and lower the price on 317065, as

well, for the length of their sale.

1. How will you lower your store price?

a) Sign on to SAP Retail Store:

The URL is: http://ttrtdc00.wdf.sap.corp:55380/sap/bc/gui/sap/its/srs-

<client number> Sign-on using your user number IRT370-##. Use the

password you created at the beginning of class. Select your store, RP##

and logon.

b) Select Sales prices under Master data. Enter your article number 317065

and press Change price.



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2. When will the price change take effect? Why?

a) The price validity dates default to tomorrow and fifteen days later. This

is because the system requires at least one day lead time to send the pricechange to the pos system. The length of time is set in the maximum

allowed validity period, in the basic Settings for Sales Prices.

3. View the price history of your glasses and lower the price by $5. What is your

new price?

a) Press Show price history. Enter 34 in the new price field and press Save.

Task 4:

Now, a new business customer, a restaurant nearby, would like to purchase 4 cases

each of red wine (317002, 317004, 317006, 317007, 317008). The man at the counter

represents Pasta Palace, at 67 Southern Way, in Tempe, Arizona. You also want togive this customer a special discount for their first order to encourage an ongoing

relationship.

1. Create a new customer using the business form. How does this differ from the

individual?

a) On the main menu of SAP Retail Store, select Sales Order.

b) Create customer. Ensure that you select company for the main form of

address, and enter the name of the company in the Business customer

column.



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2. Create the sale and before you complete it, enter a discount of 2% for each of the

items. How can you do this? Complete your sale with the discount.

a) Enter your article numbers and the quantities:

Article Requested quantity

317002 4

317004 4

317006 4

317007 4

317008 4

Before you complete the order, select the Conditions tab.

Select Condition type, Customer Discount and enter 2 into the rate for all

items. Press Create order.

Go to the main menu and select, Sales order.

Enter your business customer number and press Display order, or enter the

order num ber and press Change order.

When the order is displayed, select Conditions and note that the system

filled in the rate of –2.00% and calculated the new price. You can complete

the delivery.



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3. Then go to the system at headquarters to view the two customer master records.

How are they different in the system? Can you describe the reason for the

difference between the two customer master records?

a) Go to the Customer master area on mySAP Retail, use the path:

Logistics! Retailing ! Master data! Edit customers! Business

partner ! Customer ! Display! Full

Enter your consumer customer number. Note that there are two tabs in the

General Data area.

Select the Company code data. View those tabs and note that there is no

Sales area data available.

Now, enter your business customer number. Note that you now have an

additional 3 tabs for General data: Control, Marketing and Export data.

In addition, you now have Sales area data. The difference arises from using

the two different templates, consumer and customer. However, it reflects

the fact that relationships with consumers tend to be less complex than

those with other businesses, and so less data retention is necessary.


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Lesson Summary







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IRT370 Unit Summary

Unit Summary


• Customize sales orders for SAP Retail Store• Create customer master records




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Unit 6 Financial Transactions

Unit Overview

Two financial transactions are provided by the convenience store which is an extension

of SAP Retail Store. When customized correctly, Cash Balancing provides a tool that

balances off-pos cash transactions with the cash recorded through the pos system.

Also, Expense Invoice can be customized to record non-petty cash expenses.

Unit Objectives


• Customize Cash Balancing for SAP Retail Store

• Enter Cash Results on SRS Cash Balancing

• Complete customizing of Expense Invoice

• Enter invoices using SAP Retail Store

Unit ContentsLesson: Cash Balancing........................................................... 154

Lesson: Expense Invoice .... ... ... ... ... .... ... ... .... ... ... .... ... ... .... ... ... .. 162


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Unit 6: Financial Transactions IRT370

Lesson: Cash Balancing

Lesson OverviewThe convenience store addition of Cash Balancing and the customizing required to

enable its use online is the topic of this lesson.

Lesson Objectives




Business ExampleAccounting controls are important to all retail concerns. Cash coming into the store

are recorded by the POS system and uploaded over night to ERP. However, other off

POS transactions can be reported using Cash Balancing.

Figure 66: Cash Balancing: Overview


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IRT370 Lesson: Cash Balancing

The POS systems capture the flow of cash, checks, and charges into the store. In

stores with POS systems that can capture financial transactions, there is a POS IDoc to

carry such financial information.

Smaller/less sophisticated POS systems, however, do not have the capability to

transfer financial information. In such cases, SAP Retail Store, Cash balancing can be

used to record all ‘off’ POS transactions handled by back office personnel.

Figure 67: Cash Balancing: Define Reasons and Groups of Reasons

In customizing, you establish groups of reasons that can be used to describe the

differences between actual and expected cash transactions.

Then you further refine those groups into specific reason codes that are common to

your stores. For example, the group above for cash balancing include reasons why

there might be a difference between reported cash and counted cash.


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Figure 68: Cash Balancing: Define Account Grouping (1/5)

For every account group, you have a several items to define during implementation.

Each of these steps identifies how the data will be handled by the system when it is

received. And how it will be displayed on the screen.

Having all the detail defined in these profiles, makes it quite simple for the back office

staff to enter correct data with few keystrokes.



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The Group screen includes fields that are used by all the sub groups in a particular

group. The group profile sets up the information that is used on the Retail Store

screen as well as the general overriding financial information that is further refined

in subsequent profiles.

The Document type identifies the document type for financial postings.

Badi Filter is the filter value for controlling the screen dialog and posting to the

accounts.

The chart of accounts identifies to which CoA the specific accounts belong.

The reason group links the reason group to this profile.

Inbound profile – the POS Inbound profile used by this group that controls the posting

of sales.

Text for Account, Amount, and Postings – provide fields where you can enter your

own descriptions of these topics for display on the screen.

Assignment – provides a field for your description of the Assignment Column on

the screen.


Each group will have sub-groups associated with it. These are defined in the Lowgroup screen, beginning with the sub-group name.

Sequence – defines its position on the display screen. The most used items should be

placed in the lower sequence numbers.


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Each Company Code must be assigned to the groups before they can be assigned

to your stores.

On this screen, you also identify if posted amounts and difference amounts should bedisplayed on the screen.


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Lesson Summary





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Lesson: Expense Invoice

Lesson OverviewExpense Invoice is a second function available through the convenience store.

Customizing must be completed before the function can be used through SAP Retail

Store.

Lesson Objectives




Business Example

Some deliveries are made C.O.D. or requiring payment for some reason. When the

amount is over the petty cash limit, the store manager would issue a check and report

the payment using Expense Invoice.

Figure 74: Expenses Invoice: Overview


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IRT370 Lesson: Expense Invoice

Local vendors provide goods and services to specific stores.

To ensure that controls are maintained, the store records the invoice and the payment

using Expense Invoice.

Figure 75: Expenses Invoice: Define Account Group Dialog Structure

The system provides a group of items to set so that store personnel are given limited

but adequate selections. Every Expense type is grouped so little additional effort is

required for store staff.

Figure 76: Expenses Invoice: Define Account Group Details


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On the first screen, you identify items that are true for the entire group of expenses.

Only one Expense group can be assigned to a store.

You identify the:• document type for posting the invoice for each group

• Which chart of accounts is used ,

• Procedure for calculating taxes

• BAdI for handling the data transfer.

You can also select all taxes to have all tax types display on the entry screen. However,

leaving it blank displays all taxes that are active for the G/L accounts assigned to the

particular expense types.

Figure 77: Expense Invoice: Define G/L Accounts Details

Below the Group designation, each individual general ledger account that can be used

in the stores is defined, along with the text to display in the drop-down for accounts. It

is not necessary for store staff to know account numbers.


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Figure 78: Expense Invoice: Define Account Currencies

If an account can be paid in different currencies, they can be defined in the Currencies

section of the dialog structure.

Figure 79: Expense Invoice: Define Account Taxes

In the first screen, you identified the tax procedure used by the company. In this section

of the dialog structure, you define the specific tax codes associated with an account.


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Figure 80: Expense Invoice: Assign Group to Company Code

Each Company Code must be assigned to the Expense Invoice it will use, before

the function can be assigned to stores.


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Lesson Summary





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Unit Summary IRT370

Unit Summary


• Customize Cash Balancing for SAP Retail Store• Enter Cash Results on SRS Cash Balancing




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Unit 7 Information

Unit Overview

Several store functions rely on information available in the ERP system. The reports

that are delivered with the system are described in this Unit.

Unit Objectives


• Describe the reports available with SAP Retail Store

• Release reports to display in SAP Retail Store

• Review allocations from your store.

• Review articles going on promotion

Unit Contents

Lesson: Retail Reports ............................................................ 170

Lesson: Allocations................................................................. 173

Lesson: Promotion......... ...... ....... ....... ....... ....... ....... ...... ....... ... 177


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Unit 7: Information IRT370

Lesson: Retail Reports

Lesson OverviewStores require specific information that is maintained at headquarters. SAP Retail

Store provides easy access to these reports.

Lesson Objectives




Business ExampleStores need information to support decision making. Retail Store gives access to these

reports to support store planning and operations.

Figure 81: Information Overview


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IRT370 Lesson: Retail Reports

Information is readily available for decision making at the store level. The reports that

are currently available through SAP Retail Store are:

• Allocations

• Promotions

• Stock Overview

• Open goods receipts

• Standard Analysis

– Article

– Promotion

– POS: Cashier

– POS: Sales based on receipts

– STRPS – Customer/Article

– Market-basket analysis – receipt

– Market-basket analysis – receipt/article


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Lesson Summary





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IRT370 Lesson: Allocations

Lesson: Allocations

Lesson OverviewSome minor fine tuning is required to view allocations at the store.

Lesson Objectives



Business Example

Some retail organizations purchase centrally and then allocate product to the stores, a

push method of supply chain management. Store personnel need advance notice of what is coming to them and when to be prepared to handle the incoming products.

Figure 82: Allocations: Overview (1/2)


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Allocation tables are tools that some retailers use to plan, control and monitor the flow

of merchandise to distribution centers and stores.

Allocation tables can be used to:• Allocate merchandise to sites (which sites, how much merchandise)

• Determine vendors as the source of supply

• Generate follow-on documents (purchase orders, deliveries)

• Notify sites of allocations and receive volume requests.

Figure 83: Allocation: Customizing for SRS (1/2)

Notification Category for SAP Retail Store are documented in the system. The

screen is primarily used for linking requirements for notification of hard copy or

EDI notification. It also allows headquarters to determine whether the stores can

change quantities.


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IRT370 Lesson: Allocations

Figure 84: Allocation: Customizing for SRS (2/2)

The only requirement for SAP Retail Store, is no message determination, as the store

will view their allocation table directly in SAP Retail.


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Lesson Summary




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IRT370 Lesson: Promotion

Lesson: Promotion

Lesson OverviewAfter headquarters releases promotions to the stores, they can be viewed in SAP

Retail Store.

Lesson Objectives



Business Example

Stores need advance notice to be prepared for promotions. SAP Retail Store givesthem the opportunity to do that.

Figure 85: Promotions: What the Customer Sees

Promotions to the public seem quite simple. The store simply lowers the price.

However, from a logistics and accounting view point, much additional work must bedone to ensure that the right merchandise is on promotion and the right volume of

merchandise is available at the point of sale.


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Figure 86: Promotions: What Actually is Required

In headquarters a great deal goes into a promotion execution. Through SAP Retail

and SAP Retail Store much associated with promotion planning and execution is

automated.


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Unit Summary IRT370

Unit Summary


• Describe the reports available with SAP Retail Store• Release reports to display in SAP Retail Store




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Unit 8 Accessing Master Data

Unit Overview

Although saved until last, you will note that Master Data is in the center of the Retail

Store screen. This is to emphasize how important master data is to the system.

Master data for the most part is only available for viewing in the store. There are

exceptions, of course; customer master data can be created and changed since the storeis closest to the customer for gathering that information. New articles and vendors for

local purchases can be proposed to headquarters. Headquarters only has the ability to

import, expand and activate these master data for the store.

Unit Objectives


• Display particular master data

• Describe the delivered accesses to master data

• Customize the Article Master for use in the Retail Store• View article data using SAP Retail Store

• Customize the vendor master data for SAP Retail

• Propose a new vendor using SAP Retail.

Unit Contents

Lesson: Introduction to Master Data .... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. .. .. 182

Lesson: Article Master Data ... .... ... ... .... ... ... ... .... ... .... .... ... .... .... ... 186

Lesson: Vendor Master Data Maintenance...................................... 190


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Unit 8: Accessing Master Data IRT370

Information on the grouping of articles in Layout modules and the assigning of

modules to the store is also found in the store master data.

Figure 90: SAP Retail Store - Space Management

Interface to external space management systems make a variety of plans available

on mySAP Retail.

The current shelf structure and the next planned structure can be viewed directly

using SAP Retail Store.

If space management software supports conversion of planograms to html format, you

can view graphical displays of individual shelves and products.


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IRT370 Lesson: Introduction to Master Data

Lesson Summary


• Display particular master data

• Describe the delivered accesses to master data


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Lesson: Article Master Data

Lesson OverviewCustomizing specifically for article master data in SAP Retail Store must be completed

before a store can propose new local articles or change existing local articles.

Lesson Objectives


• Customize the Article Master for use in the Retail Store

• View article data using SAP Retail Store

Business ExampleSome articles on sale in stores are provided by local vendors, for example convenience

stores might get milk from a local farm. These articles may need to be changed from

time to time and new articles added for the local store. Article Master data in SAP

Retail Store can be set to allow the stores to propose new articles.

Figur e 91: Article Master Data: Basic Settings


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IRT370 Lesson: Article Master Data

Local article master data changes can be allowed in SAP Retail Store when

customizing is complete. You begin with the Cross-Site Settings for the Article Master

and then you set the Scope of functionality in the Basic Settings.

You can set whether or not listing is allowed, or if only local listing is allowed. You

also can set whether or not the end of listing is allowed.

Can the store add EANs and or Vendors is also determined in the Basic Settings.

Since parked articles, go to the PRICAT, a for processing by headquarters, a catalog

reference can be added to distinguish Retail Store added articles from those sent

by the vendor.

Adding a prefix for local assortment or listing module, allows one to check in the

system which materials are assigned to a store.

When proposing an article without a manufacturer code (EAN/UPC) an internally

issued code has to be assigned as an alternate.

You can, however, override the necessity of assigning an EAN during the store's

preliminary input.

Figure 92: Article Master: Units of Measure

There are four tables to identify the Units of Measure allowed for the articles. The

first identifies all Units of Measure used by a particular Grouping schema. These are

further refined by schemas grouping the units by:


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Length

Weight

Volume

Figure 93: Article Master: Dialog Structure

There ar e only two maintenance tasks that are available to the stores in Retail Store.

On each tab, delivered with the system, for each task , the fields that are available areidentified on the next level screen. Each field can be set to display only, hidden,

mandatory and ready for input.


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IRT370 Lesson: Article Master Data

Lesson Summary





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Lesson: Vendor Master Data Maintenance

Lesson OverviewWhen vendor maintenance customizing is complete, store users may view and modify

vendor data. Store users may also propose new vendor master data.

Lesson Objectives




Business ExampleThere can be reasons why stores can modify vendor data, perhaps they do business

with a specific local outlet of a national supplier and are aware of changes being made

before headquarters knows. Also, some stores do direct purchasing and might want to

propose a new vendor. Data is entered in the store and parked, for later processing by

headquarters personnel.

Before using Vendor maintenance online, we must first Activate Local Vendors

Function and assign vendors to stores. We must also set additional parameters for the

online display and some limiting factors to ensure good performance.

Figure 94: Basic Settings for the Vendor Master


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IRT370 Lesson: Vendor Master Data Maintenance

The standard customizing schema for Vendor Master, provides for the article identifier

to be EAN/UPC Code (EAN11). It could also be the internal SAP article number.

The Account Group for Parking determines how the Vendor number among other things is assigned. For control purposes it should be internally generated, and the

same account group used by the purchasing department.

Number Bank Accounts, identifies the number of lines for entering bank accounts

for the vendors.

Figure 95: Basic Settings for the Maintenance Dialog Structure (Tab pages

with Fields)

In the Basic Settings for the dialog structure, you determine the number of tab pages

and the fields that they contain. The provided Schema contains all the fields available

for Vendor maintenance.


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Figure 96: Grouping of Permitted Countries

Setting up a group of permitted countries, sets the countries in the drop-down list on

the online screen. This also speeds the search process by restricting the system to

specific countries.


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IRT370 Lesson: Vendor Master Data Maintenance

Lesson Summary





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Unit Summary IRT370

Unit Summary


• Display particular master data• Describe the delivered accesses to master data






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IRT370 Course Summary

Course Summary


• Configure SAP Retail to communicate with SAP Retail Store

• Explain the processes available through SAP Retail Store

• Use SAP Retail Store to perform store tasks


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Course Summary IRT370


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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, please record them in the appropriate place in the course evaluation.