lo606 sales support

LO606 Sales SupportLO606

Release 630 19.09.2003

LO606 Sales Support......................................................................................................................................................0-1

Copyright....................................................................................................................................................................0-2

R/3 Integration Model............................................................................................................................................0-3

Sales and Distribution............................................................................................................................................0-4

Course Prerequisites...............................................................................................................................................0-5

Target Group..........................................................................................................................................................0-6

Workshop Goals.....................................................................................................................................................0-7

Workshop Objectives.............................................................................................................................................0-8

Contents..................................................................................................................................................................0-9

Sales to Employees.....................................................................................................................................................1-1

Sales to Employees - Business Background.........................................................................................................1-2

Sales to Employees - Orders.................................................................................................................................1-3

Sales to Employees - Delivery..............................................................................................................................1-4

Sales to Employees - Billing Document................................................................................................................1-5

Sales to Employees - Tasks...................................................................................................................................1-6

Service Orders............................................................................................................................................................2-1

Service Orders - Business Background................................................................................................................2-2

Service Orders - Order Before Repairs.................................................................................................................2-3

Service Orders - Order After Repairs...................................................................................................................2-4

Service Orders - Delivery.....................................................................................................................................2-5

Service Orders - Billing Documents.....................................................................................................................2-6

Service Orders - Tasks.........................................................................................................................................2-7

Material Determination..............................................................................................................................................3-1

Material Determination - Business Background..................................................................................................3-2

Material Determination - Order............................................................................................................................3-3

Material Determination - Condition Technique (6)................................................................................................3-4

Material Determination - Customizing.................................................................................................................3-5

Material Determination - Substitution Reason.....................................................................................................3-6

Material Determination - Tasks.............................................................................................................................3-7

Bills of Materials........................................................................................................................................................4-1

Bills of Materials - Business Background............................................................................................................4-2

Bills of Materials - Requirements..........................................................................................................................4-3

Bills of Materials - Exploding BOMs in Sales Order 1..........................................................................................4-4



Bills of Materials - Exploding BOMs in Sales Order.............................................................................................4-7

Bills of Materials - Tasks......................................................................................................................................4-8

Exercises.....................................................................................................................................................................5-1

-...............................................................................................................................................................................5-2

-.............................................................................................................................................................................5-10

-.............................................................................................................................................................................5-21

-.............................................................................................................................................................................5-30

Solutions.....................................................................................................................................................................6-1

-...............................................................................................................................................................................6-2

-.............................................................................................................................................................................6-14

-.............................................................................................................................................................................6-33

-.............................................................................................................................................................................6-45

Appendix....................................................................................................................................................................7-1

Data Used in the Exercises.....................................................................................................................................7-2

0

SAP AG 1999

LO606 Sales Support

SAP AG

LO606LO606

Sales WorkshopSales Workshop

0.2

SAP AG

R

Copyright

Copyright 1998 SAP AG. All rights reserved.

Neither this training manual nor any part thereof maybe copied or reproduced in any form or by any means,or translated into another language, without the priorconsent of SAP AG. The information contained in thisdocument is subject to change and supplement without prior notice.

All rights reserved.

• TrademarksSAP and the SAP logo are registered trademarks of SAP AG.MS-DOS and EXCEL are registered trademarks of Microsoft.OS/2, CICS, MVS, ACF/VTAM, VSE, AIX, OS/400 and AS/400 are registered trademarks of IBM.X Window System is a registered trademark of MIT University.SINIX, UTM and BS2000 are registered trademarks of Siemens.UNIX is a registered trademark of AT&T.HP-UX is a registered trademark of Hewlett Packard.DECnet, DECstation, DECsystem, VAXstation and VMS are registered trademarks of DEC.Ethernet is a registered trademark of the Xerox Corporation.ORACLE SQL*net, SQL*+ PRO*C are registered trademarks of the ORACLE Corporation.INFORMIX-OnLine and INFORMIX-ESQL/C are registered trademarks of the INFORMIX Corporation.

0.3

SAP AG

R

R/3 Integration Model

R/3R/3Client/Server

ABAPClient/Server

ABAP

COControlling

COControlling

AAAsset

Accounting

AAAsset

Accounting

PSProjectSystem

PSProjectSystem

WFWorkflow

WFWorkflow

ISIndustry

Solutions

ISIndustry

Solutions

MMMaterials

Mgmt

MMMaterials

Mgmt

HRHuman

Resources

HRHuman

Resources

SDSales &

Distribution

SDSales &

Distribution

PPProductionPlanning

PPProductionPlanning

QMQualityMgmt

QMQualityMgmt

FIFinancial

Accounting

FIFinancial

Accounting

PMPlant

Maintenance

PMPlant

Maintenance

The SAP R/3 System continues to set new standards for universal standard software. Based on progressive development techniques, the SAP R/3 System allows comprehensive integration of business administration and data processing.

The SAP R/3 System components are characterized by comprehensive business functions with the most modern technology. The integration of the applications ensures that all the functions are directly available in the system and thus in the enterprise.

0.4

SAP AG

R

Sales and DistributionLevel 2

LO150 5 daysProcesses in Sales andDistribution

Level 3

Special Topics withinWarehouse Mgmt.

LO531 2 days

LO605 4 daysSales

LO604 1 day Sales Support

LO610 2 daysShipping

LO615 2 daysBilling

LO620 3 daysPricing in SD

LO640 3 daysForeign Trade

LO645 2 days

LO611 2 daysTransportation

Credit- and ReceivablesRisk Management

LO606 1 day Sales Workshop

LO650 3 daysCross FunctionalCustomizing in SD

LO530 5 daysWarehouseManagement

0.5

SAP AG

R

Course Prerequisites

LO150 -Processes in Sales and DistributionLO605 -Sales

Good understanding of the business processes in order processing and sales and distribution.

0.6

SAP AG

R

Target Group

Participants:

Members of the project team, responsible for sales

Members of the project team, responsible for sales and distribution

Duration:

1 day

Notes to the user The training materials are not teach-yourself programs. They complement the course instructor's

explanations. On the sheets, there is space for you to write down additional information.

0.7

SAP AG

R

Configure your sales processes

Integrate these processes into sales and distribution

Link the processes with other components in Logistics and Financial Accounting

Workshop Goals

This workshop will enable you to:

0.8

SAP AG

R

The workshop looks in more detail at the topics covered by LO605 (Sales) course.

It takes examples from business practices and works through them in the form of exercises.

This enables you to see how Customizing, master data and transaction data work in conjunction together.

This gives you the confidence to implement your own sales processes in the R/3 System.

Workshop Objectives

0.9

SAP AG

R

Contents

Scenario 3 Material Determination

Scenario 4 Bills of Materials

Scenario 1 Sales to Employees

Scenario 2 Service Orders

Preface

Exercises

Solutions

Appendix

1

SAP AG

R

Sales to Employees

(C) SAP AG LO606 1

1.2

SAP AG

R

Sales Sales to to EmployeesEmployees - Business Background

Company employees are often able to buy goods from their company at reduced prices.

In the following scenario, it is your job to create this process for your company - IDES. IDES has set up its own shop where employees can purchase the products at reduced rates.

(C) SAP AG LO606 2

1.3

SAP AG

R

Sales to EmployeesSales to Employees - Orders

The employee takes the goods from the shelves and pays in

cash.

The employee takes the goods

immediately.

Invoice

Cust.: MA##

1000 / 10 / 00

10 PC 1 pc

Inv. No.: 5718

The employee receives an invoice.

The delivery is created automatically.

The goods offered to employees at a reduced price can be obtained from a special shop set up for employees.

Employees select their goods, take them from the shelves and go to the checkout. Since employees can only buy the goods that are in the shop, an availability check and transfer of requirements are not necessary.

You should not create any orders without a net value. This prevents documents without items or with free items from being created in the system.

No individual customer master data for employees has been maintained in the system. Employee orders are processed using a collective master record (one-time customer account).

Employees generally receive a discount of 15% off the material price. Some materials can have a higher discount.

As soon as the employee has paid, they are given an invoice which serves as a receipt. The employee takes the goods away immediately.

(C) SAP AG LO606 3

1.4

SAP AG

R

Sales to Employees Sales to Employees - Delivery

.

Picking is not required. Goods issue is automatically posted.

Delivery

Cust: MA##

1000 10 00

10 PC 1 pc

Del. No.:80002451

The delivery is created automatically.

X

The system automatically creates the delivery once the sales document has been saved. Picking is not necessary, as the employees can only buy goods which are available in the shop. Goods issue can be posted manually for a single delivery, or automatically in the background at the end

of each day.

(C) SAP AG LO606 4

1.5

SAP AG

R

Sales to EmployeesSales to Employees - Billing Document

Invoice

Cust: MA##

1000 10 00

10 PC 1PC

Inv. no.: 9005718

An invoice has already been createdso it does not need to be re-printed.

Invoice9005718

Tocompany ?? X

Because the goods are delivered as soon as the order has been saved, the order quantity is always the same as the goods issue quantity. This means that the billing document can be order-related.

Billing documents are created automatically and collectively by running the billing list, for example, during night-time processing.

In the financial accounting document, the billed amount is posted to a special cash sales account. There are no receivables for the customer.

(C) SAP AG LO606 5

1.6

SAP AG

R

SalesSales to to EmployeesEmployees - Tasks

Create a new sales document type for sales to employees

Define a new item category for the order and delivery

Configure the important fields in the incompletion log for processing sales to employees

Create a customer master record for one-time customers

Extend pricing to include employees

Create an output master record for the invoice

Test sales to employees in the system

(C) SAP AG LO606 6

2

SAP AG

R

Service Orders

(C) SAP AG LO606 1

2.2

SAP AG

R

Service OrdersService Orders - Business Background

Many companies do not just sell their products, but also install and maintain them.

In the following scenario, it is your job to implement a service process in your company, IDES. You will need the SD functions in the R/3 Standard System, as your company does not use the Service Management module.

(C) SAP AG LO606 2

2.3

SAP AG

R

Service OrdersService Orders - Order Before Repairs

The request for a repair is created in

the system as a service order.

Before the PC technician travels to the customer,

he takes the required parts from the repairs

workshop.

Order

Cust: 2738

1000 / 10 / 00

10 PC is dead

Order no.: 5718

A PC technician is notified by

automatic mail

MailMail

A customer phones the service department to request a repair. The employee enters the details in the relevant repair order, including the customer number and a text item describing the repair.

The employee can enter any particular details (such as type of repair, replacement parts, address) specified by the customer.

Only complete documents can be saved and they must contain the name of a technician. When the order is saved, the technician automatically receives a message informing him of the repair

that needs to be done. A special repairs warehouse contains all the necessary replacement parts and a toolbox. Before the

technician leaves, he or she ensures that they have the necessary equipment.

(C) SAP AG LO606 3

2.4

SAP AG

R

Service OrdersService Orders - Order After Repairs

The service and the resulting expenditure is entered in the order.

Order

Cust: 2738

10 3h repairs20 Hotel30 Journey 40 1 battery

When the technician has finished the repairs, he or she fills in a form detailing the hours required for the repairs, the hotel, travel costs and the spare parts used.

Any unused material is sent back to the repairs workshop. The information in this form is used to enter all services and materials in the order. As the material specified in the document has already been used, an availability check and transfer of

requirements are not required. An automatic billing block in the order prevents a billing document from being created too early. The

document is not unblocked until all the items have been entered.

(C) SAP AG LO606 4

2.5

SAP AG

R

Service OrdersService Orders - Delivery

.

Picking is not required. Goods issue is posted automatically e.g. at the

end of each day.

Delivery

Cust:2738

1000 10 00

10 1 battery

Del no: 80002412

The delivery contains the materials used.

X

Inventory management has to be updated because materials were used. Once all the items have been entered in the order, a delivery can be created and goods issue posted.

The goods do not need to be picked because they have already been taken from the repairs warehouse. Goods issue can be posted manually for a single delivery or automatically in collective processing.

(C) SAP AG LO606 5

2.6

SAP AG

R

Service OrdersService Orders - Billing Documents

An invoice contains all items to be billed and can be created

automatically by collective

processing.

Invoice

Customer: 2738

10 3 h repairs20 Hotel30 Journey40 1 battery

Billing block removed from

order?

By the time the complete order has been posted, the materials have already been delivered so the order quantity is always the same as the goods issue quantity. This allows the system to create an order-related billing document. Note: The relevant settings must have been configured in copying control.

All the items in a billing document can be billed together because the billing document for service and material items is related to the order.

Billing documents can be created manually for single orders or automatically in collective processing, for example, during the night.

(C) SAP AG LO606 6

2.7

SAP AG

R

Service OrdersService Orders - Tasks

Create a new sales document type

Configure individual item categories for order and delivery

Assign suitable schedule line categories to the process

Extend copying controls

Add the business partner “PC technician” into the process

Create automatic output to inform the technician of the commissioned repairs

Create a text type that can contain special requirements for repairs.

Test the service order

(C) SAP AG LO606 7

3

SAP AG

R

Material Determination

(C) SAP AG LO606 1

3.2

SAP AG

R

Material Determination Material Determination - Business Background

Materials can be automatically replaced in sales documents.

In the following scenario, it is your job to set up automatic substitution for your company, IDES.

The stock for the old material should be used up for the orders, before you sell the new product. However, you also want to deliver the new product to certain customers.

(C) SAP AG LO606 2

3.3

SAP AG

R

Material Material Determination Determination - Order

.

Material determination contains a valid

material master record.

Order

Cust.: 2738

1000 10 00

10 old PC 1 pc

Order no.: 5907

You create an order for the old material.

Master RecordMaster Record

CustomerCustomer: : 27382738

Subst:Subst: new new PCPC

EnteredEntered.:.: old old PCPC

Order

Cust.: 2738

1000 10 00

10 new PC 1 pc

Order no.: 5907

The system automatically enters the new material in

the order.

You want to use material determination to meet the following requirements: Special customers always receive the newest model even if a purchase order is created for the old one

by mistake. A warning message should inform the employee who creates the order that the material will be automatically replaced.

This should also take place if the customer is also the ship-to party in the sales document. All other customers only receive the new material if they order it specifically. Once the stock of the old material has been used up, the new material can then automatically replace

the old one in the sales document.

(C) SAP AG LO606 3

3.4

SAP AG 1999

Material Determination - Condition Technique (6)

Sales doc. type OR

. . .

Procedure A00001

Condition type A001

Access sequence A002

Access:10 2 SlsOrg/DistCh/Ent.mat.

Access:20 1 Material entered

10 0 A001 Material entered20 0 . . .

Access seq. Valid from To

A002 01/01/1998 01/01/2002

Table 2 No record available

Table 1 Successful access

Entry: MAT-10

Material determination master record

Valid from . . . To . . .Subst.reason: 0002

Substitution material: M-10

Order

Document type: ORSales org. : 1000Dist. channel : 10Division : 00Customer : C1

Material : M-10. . .

The condition technique provides more flexibility in modeling material determination and product selection.

You can assign a material determination procedure to each sales document type. The procedure contains all of the Customizing information that the system needs for material determination. The procedure includes one or more defined condition types

One access sequence (search strategy) is assigned to each condition type. Each access sequence consists of one or more accesses. Each access contains exactly one condition table. This represents the search key that the system uses to

search for a valid master record. You can activate an analysis of the material determination in the sales document. The system then

displays detailed information on how the materials were determined.

(C) SAP AG LO606 4

3.5

SAP AG

R

Material DeterminationMaterial Determination - Customizing

Assigned to sales document type

Material determination procedure

Condition type

Access sequence

Access

Condition table

Sta

rtS

tart

Material determination master record

!AnalyseAnalyseAnalyse

You should configure Customizing in the reverse sequence as the system searches for the valid material determination master records for sales orders.

You can activate the material determination analysis in the sales document.

Menu path: Environment ----> Analysis --> Material determination --> On

You can use this function to check Customizing in detail and carry out a step-by-step search of the system. This helps you to recognize and correct any incorrect settings quickly and easily.

Note: The analysis runs during material determination so it must be activated before you enter the items in the document.

(C) SAP AG LO606 5

3.6

SAP AG

R

Material Determination Material Determination - Substitution Reason

Should the material be re-

determined when you create the

delivery?

Order

Cust: 2738

1000 10 00

10 new PC 1 pc

Order no.: 5907

Delivery

Cust: 2738

1000 10 00

10 new PC 1pc

Order no.: 5907

?Orderconfirmation

Old PC 1 pc

Which material appears in the

order confirmation?

If the system automatically replaces the old material because it is no longer available (= automatic product selection), you can re-execute substitution when you create a delivery. This is useful if the amount of available material changes between creating the order and the delivery.

Depending on your settings in Customizing, the order confirmation can contain either the material that was ordered or the substitution material.

(C) SAP AG LO606 6

3.7

SAP AG

R

Material Determination Material Determination - Tasks

Create a new material master record

Create a new condition table

Set up a new access sequence

Set up a new condition type for material determination

Set up a new procedure for material determination

Create a new reason for substitution

Create master records for material determination

Test the effect of material determination in the order, delivery and order confirmation

(C) SAP AG LO606 7

4

SAP AG

R

Bills of Materials

(C) SAP AG LO606 1

4.2

SAP AG

R

Bills of Bills of Materials Materials - Business Background

Several materials can often be sold together as sets or packages. These are stored in the R/3 System as bills of materials (BOMs). Each separate material in the bill can be configured individually.

Your company, IDES specializes in combining PC packages to meet the customer’s individual requirements. The individual components are not ordered until the customer places an actual order. It is your job to create the settings for these packages.

(C) SAP AG LO606 2

4.3

SAP AG

R

Bills of Bills of Materials Materials - Requirements

Order

Customer: 2738

Order no.: 5718

Sales area: 1000/10/00

110 Basic equip. 1 120 Processor 1 130 Memory 4140 Monitor 1 200 Monitor 2

100 PC package 1

Prices?

Purchaseorder?

Delivery note?

Availability?

Transfer of requirements?

You are a specialist in selling PCs configured according to the individual customer’s requirements. The components are obtained from a distributor who is in contact with the producers in the Far East. The components are only ordered from the distributors once the customer has placed an order. This

minimizes the stock in your company’s warehouse as well as capital outlay. Your customers may also order replacement parts. The components of the PC come from different vendors. Requirements are therefore transferred to

purchasing at the component level. This means that one order could generate several purchase orders. An availability check in the order is not necessary because the components are ordered directly from the

distributor. The delivery note must contain details of both the PC and all of its components. The invoice contains the whole package with the quantity that was delivered. All of the components

should be listed in the invoice.

(C) SAP AG LO606 3

4.4

SAP AG

R

Bills of Bills of Materials Materials - Exploding BOMs in Sales Order 1

The bills of materials are saved in the

system as a master record.

Master recordMaster record

BOM BOM PC PC packagepackage

ComponentsComponentsBasic Basic equipequip. 1 . 1 Processor Processor 1 1 Memory Memory 44. . . . . .

MailMail

Order 5718

Cust.: 2738

100 PC package 1

1. Enter material number with BoM

(C) SAP AG LO606 4

4.5

SAP AG

R

Bills ofBills of Materials Materials - Exploding BOMs in SalesOrder 2

The bills of materials are saved in the system as a master record.


BOM BOM PC PC packagepackage

ComponentsComponentsBasicBasic equipequip. 1. 1ProcessorProcessor 11MemoryMemory 44. . . . . .

MailMail

Order 5718

Cust.: 2738

100 PC package 1

1. Enter material number with BOM

2. System determinesitem category of main

item

(C) SAP AG LO606 5

4.6

SAP AG

R

Bills ofBills of Materials Materials - Exploding BOMs in SalesOrder 3



BOM BOM PCPC packagepackage

ComponentsComponentsBasicBasic equipequip. 1. 1ProcessorProcessor 11MemoryMemory 44. . . . . .

MailMail

Order 5718

Cust.: 2738

110 Basic equip. 1 100 PC package 1


2. System determines item category of main

item

3. Item category explodesthe bill of material

(C) SAP AG LO606 6

4.7

SAP AG

R

Bills ofBills of Materials Materials - Exploding BOMs in SalesOrder



BOM BOM PCPC packagepackage

ComponentsComponentsBasicBasic equipequip. 1 . 1 ProcessorProcessor 1 1 MemoryMemory 44. . . . . .

MailMail

Order 5718

Cust.: 2738

110 Basic equip. 1 100 PC package 1


2. System determines item category of main

item

3. Item category explodes the bill of material

4. System determines theitem categories for the

sub-items

120 Processor 1 130 Memory 4 140 Monitor 1

The material and components in the BOM are controlled by the item and schedule line

categories.

If there is a bill of material master record for the material, it can be exploded in the sales document. This depends on the settings you make in Customizing.

The structure is exploded in the following order in the sales document: .The material that has a bill of material is entered in the order. This is the main item of the bill of

material. .The system determines the item category of the main item, which controls whether and how the

system should explode the BOM. .If the BOM should be exploded, the system does it automatically. The components are then listed in

the document as sub-items for the main item. .The system determines an item category for each sub-item.

You can control the functions of each item category when you define it. Schedule line categories are determined for every item category and these can also be configured individually.

(C) SAP AG LO606 7

4.8

SAP AG

R

Bills of Bills of Materials Materials - Tasks

Create bills of materials

Modify sales document type

Create your own item category groups

Create and assign your own item categories

Identify and assign suitable schedule line categories

Generate automatic purchase requisition

Test the bills of materials

(C) SAP AG LO606 8

5

SAP AG

R

Exercises

Note:

There may not be sufficient time to work through all the exercises during the course. The exercises marked Optionalshould be seen as supplementary examples that can be used, time permitting, during the course. Attendees can also use these exercises after the course, to consolidate what they have learned.

(C) SAP AG LO606 1

5.2

Scenario: Sales to Employees

Create a new document type

Generate a new item category

Set up a new customer master record

Set up pricing controls

Set up output controls

Set up the incompletion log

Test the process

Your company produces computers that the employees can buy in the company shop at either cost price or at a reduced rate for employees. They have to pay in cash and take their purchases with them straight away. The employee then receives an invoice for a cash sale.

Goods issue is posted and billing documents are created automatically in collective processing, for example, at the end of the day.

1-1 Sales document typeCreate a sales document type for ZB## SE##-Sales.

1-1-1 To do this, copy the CS Cash Sales order type. Ensure that all related table entries are copied.

Send the log of all the copied table entries to your office inbox.

Save the new entry.

Branch to your office inbox. Call up the log.

1-1-2 Set up the new document type so that during document processing, the Items Overview tab page follows the initial screen.

(C) SAP AG LO606 2

1-1-3 A wide range of checks and functions can be activated in the sales document type, such as checking for open contracts or searching for customer-material info records. These checks take place in document processing and therefore affect system performance.Ensure that all the checks and functions you don't need have been de-activated.

1-1-4 Which entry prevents the user from saving incomplete documents?

________________________________________________________________

1-1-5 What affect does the entry in the Shipping conditions field have?

________________________________________________________________

1-1-6 Which entry causes a delivery to be created automatically when the sales document is saved?

________________________________________________________________

1-1-7 Which entry ensures that the current date is automatically used as the requested delivery date?

________________________________________________________________

1-1-8 What is the document type for the delivery?

________________________________________________________________

1-1-9 Check that the document is assigned to sales area 1000 10 00.

(C) SAP AG LO606 3

1-2 Item category in the sales and delivery documentsCreate an item category for the sales to employees document type so that the item controls do not have to be the same as for cash sales.

1-2-1 Create a new item category BV## by copying the item category BVN. The description for the new item category should be BV##-Item. Use the settings from the original item category.

1-2-2 The log for this copying transaction documents all the table entries that have been copied. Use the log to check that the copy included item category BV## for the delivery (table TVLP: Delivery item categories).

1-2-3 Make sure that item category BV## is automatically determined for materials with item category group NORM in sales document type ZB##.

1-2-4 Change item category BV## for deliveries. Picking is not needed because the goods that are bought are already in the employee shop. Therefore, de-activate the Relevant for picking field for item category BV## of the delivery.

1-3 Incompletion Create a new incompletion procedure at header level.

1-3-1 Copy the incompletion procedure that controls the document type BV.

Key: 60+##Description: SE##-Sales header

1-3-2 Change the new incompletion log:– Remove the entry for the purchase order number.– To stop the system from creating free-of-charge documents, add the Net value of the order field.– Copy the Sales office field.

1-3-3 Assign the procedure to sales document type ZB##.

(C) SAP AG LO606 4

Make sure that incompletion documents cannot be saved.

1-4 Customer master recordThe employees have to be saved in the system as customers so that you can create orders for them. During project planning, it was decided that an individual customer master record is not needed for each employee. Instead, a collective master record (one-time customer account) can be used for employee sales.

1-4-1 Create a customer master record accordingly:

– Customer: SE##– Company code: 1000 IDES AG– Sales area: 1000 10 00– Account group: CPDA

Reference:– Customer: 100016 – Company code: 1000 IDES AG– Sales area: 1000 10 00

Address screen:– Name: Sales employee ##– Search term: SE##

Sales screen:– Sales office: 1000 Frankfurt– Country: DE– Language key Language of the course

Billing screen:– Incoterms: CPT– Payment terms: 0001– Tax classification: 1

1-5 PricingYour sales manager has decided that each employee may receive a basic discount of 15%.

1-5-1 Maintain a master record for customer-dependent discount (K007 customer discount) of 15%.

1-5-2 OptionalBetter discounts are also available for certain materials. Check whether the access

(C) SAP AG LO606 5

sequence K007 contains an access (customer/material) and, if necessary, supplement this with an exclusive access with sequential number 05 and condition table 005.Maintain a discount of 20 % for the new discount.

Customer: SE##Material: T-ATN##

1-6 Printing the invoiceThe system should print the invoice automatically as soon as the sales document has been saved.

1-6-1 Create an output master data record. Use output type RD03.

The output has been configured so that it is sent to the bill-to party. Set up the master record so that output is printed as soon as the document has been saved.

1-6-2 Maintain the following communication data for the output:

Output device: LP01 Print immediately: activateRelease after output: activateNumber of messages: 1

(C) SAP AG LO606 6

1-7 Sales to employeesTest your settings by trying to create a sale to an employee.

1-7-1 Create a sale to an employee.

Customer: SE## (Enter any address)

In which overview tab page does the system start document processing?

____________________________________________________________

What are the Incoterms?

____________________________________________________________

What are the terms of payment?

____________________________________________________________

Can you save the document and why?

____________________________________________________________

1-7-2 Enter the following two items

Material: T-ATM## (1 piece)Material: T-ATN## (1 piece)

What discounts does the system find for material T-ATM##? Analyze pricing.

________________________________________________________________________________________________________________________

OptionalWhich discount does the system find for material T-ATN##? Does it find the greater discount for material T-ATN##? Analyze pricing.

____________________________________________________________________________________________________________________________________________________________________________________

1-7-3 Which item categories did the system find for the items in the sales document?

____________________________________________________________

(C) SAP AG LO606 7

1-7-4 Save the order. Does the system automatically create a delivery?

____________________________________________________________

1-7-5 Check whether the system automatically printed the output when you saved the sales document.

____________________________________________________________

Display the output on your screen.

1-7-6 What type of delivery has been created?

____________________________________________________________

Which item category does the system find for the delivery items?

____________________________________________________________

Post goods issue.

1-7-7 Create a billing document for the transaction.

____________________________________________________________

Which document does the billing document refer to?

____________________________________________________________

Where is this set in Customizing?

____________________________________________________________

What is the billing document type?

____________________________________________________________

Check the accounting document. To which accounts were the incoming payments posted?

________________________________________________________________________________________________________________________

(C) SAP AG LO606 8

1-7-8 Did the system automatically determine an output in the billing document for printing the invoice? Why?

________________________________________________________________________________________________________________________

1-7-9 Look at the document flow for the whole process. Check the overal processing status of the individual documents.

(C) SAP AG LO606 9

5.3

Scenario: Service Order

Set up a new document type

Create service order items

Set up a partner for the technician

Create an automatic mail

Set up text determination (optional)

Set up copying control

Test process

Your company maintains and repairs computer equipment at the customer site. The Service Management (SM) component is not used by your company.

One of your customers informs you by telephone that they are having problems with their computer. An experienced employee decides that the problem has to be solved by a technician at the site and decides which spare parts they will need. The technician is automatically informed. He owns a "spare parts" tool box which he fills by taking parts from the warehouse. The order confirmation contains the service (for example, technician category, hours taken) and a reminder that the dollar amount of the invoice depends on the time taken and cost of the repair. The technician returns any unused parts to the warehouse and enters the materials he used, the time the repair took and travelling expenses (for example: taxi, hotel) in an overview sheet. This sheet is used to create an invoice for the customer.

(C) SAP AG LO606 10

1-1 Sales document typeCreate a sales document type ZS## with description Service##-order.

1-1-1 Copy the reference OR standard order and use the same copying controls.

1-1-2 Prevent external number assignment.

1-1-3 Prevent the system from reading the customer-material info records.

1-1-4 De-activate the settings for credit limit checks.

1-1-5 De-activate the checks for open quotations and contracts.

1-1-6 Set the billing block 02 No completion confirmation.

1-1-7 De-activate the settings for payment card processing.

1-1-8 Use the current date as the requested delivery item.

1-1-9 Services are processed in distribution channel 14 (Services). Repairs are only carried out in sales organization 1000.

Make sure that the new document type ZS## can only be used in sales organization 1000 and distribution channel 14.

1-2 Delivery and transportation schedulingDe-activate delivery and transportation scheduling for the new sales document type ZS##.

Note: Do this in Customizing for Basic Functions.

1-3 Item: consumable itemCheck which item category has been assigned to sales document type ZS##.

(C) SAP AG LO606 11

1-3-1 Which item category does the system determine for materials in the item category group NORM?____________________________________________________________

1-3-2 Why does this assignment already exist for the sales document type ZS## that you created?

____________________________________________________________

1-3-3 When you enter consumable items, the system does not run an availability check, there is no transfer of requirements and picking is not necessary. However, you do need to post goods issue in order to update inventory management. Since the delivery quantity (goods issue quantity) is the same as the order quantity, you can invoice these items using order-related billing, like service items. This means that you can invoice the customer for all the items in the sales document without any further processing.

Create the new item category ZS## with description Consum. item ## by copying item category TAN.

Configure the item category so that order-related billing is executed. De-activate the Credit Management functions.

Configure the system so that it finds the new item category ZS## for materials in item category group NORM in the service order. Do not permit any other item categories.

Note: Call up the details screen for the table entry.

1-3-4 Which schedule line category does the system find for the material in your service order that controls the MRP indicator for material T-ATO## (plant: 1200)?________________________________________________________________________________________________________________________

What is the difference between schedule line category CV and category CN? ________________________________________________________________________________________________________________________

Change the schedule line category assignment so that the system finds schedule line category CN for consumable items such as T-ATO## (plant: 1200).

1-3-5 De-activate the Picking-relevant indicator for item category ZS## in the delivery.

(C) SAP AG LO606 12

1-4 Copying control You need to configure your copying control so that you can create an order-related billing document for item category ZS## in sales document type ZS##.

1-5 Item: ServiceConfigure your sales document type ZS## so that item category TAD Services is automatically assigned to items with services (materials from item category group DIEN). Do not permit any alternative item categories.

1-6 Partner determinationIf you need a technician to carry out the repair, you need to record this information in the service order. The technician should then be informed automatically by mail when he is needed. Set up the necessary partner controls to allow this to happen.

1-6-1 Define a new partner function GG with description PC technician ## (GG = ## +10). Choose the suitable partner type for this function.

1-6-2 Define a new partner determination procedure ZS## with description Service procedure ZS## for sales documents and copy the following partner functions into this procedure:

– SP Sold-to party– BP Bill-to party– PY Payer– SH Ship-to party– GG PC technician ##

Create all the partners as mandatory partners.

1-6-3 Assign procedure ZS## to your sales document type ZS##.

(C) SAP AG LO606 13

1-7 OutputThe PC technician entered in your service order should automatically receive a mail telling him when he is needed. This output should be created when you save the sales order and appear automatically as mail in the employee's office inbox.

1-7-1 Create a relevant output type by copying the output type MAIL from the standard R/3 System with all its dependent entries.

Key: ZM## Description: Go to customer ##

1-7-2 Maintain appropriate default values for the output master records for output type ZM##.

1-7-3 Create the relevant mail data in the output type.

Document title: Service Mail ##

Mail text:You have a repair order.Customer: &VBAK-KUNNR&Order: &VBAK-VBELN&Good luck!

1-7-4 Assign the output type ZM## to partner function GG.

1-7-5 Assign a suitable processing program to output type ZM## by copying the entry which controls output type MAIL.

1-7-6 Change the output in output determination procedure V10000 for orders.Add step 60 + ## with condition type ZM## and activate requirement 2.

How does this requirement affect the output?

________________________________________________________________________________________________________________________

1-7-7 Create a master record for the new output. Adopt the default values from the condition record.

1-7-8 When your PC technician receives the automatic mail about the customer visit, he should be able to go directly from the mail to the sales document so that he can obtain all the information he needs for the visit.

(C) SAP AG LO606 14

To do this, save the relevant communication data in the master record for output type ZM##:

Parameter: VBAK-VBELN (Sales document number)ID: AUN (Field in transaction that contains the document number)Transaction code: VA03 (Display sales document)

Indicate that the output is an express mail.

1-8 Text (optional)When you enter a service order, you want to be able to save specifications about the order as a text in the document (for example, equipment serial numbers, discounts, times, directions, telephone numbers).

1-8-1 Create a new text type for the sales document header:

Text ID: ZS## Description: Visit info ##

1-8-2 Check which text determination procedure is used by your sales document type.

Procedure: ______________________________________________

1-8-3 Expand this procedure to include your new text type ZS##.

1-8-4 Create a new text type for the sales document item:

Text ID: ZS## Description: Repair text ##

1-8-5 Check which text determination procedure is used by item category TATX.

Text procedure: ______________________________________________

1-8-6 Add the new item text ZS## to this procedure.

(C) SAP AG LO606 15

1-9 Customer master recordCustomer T-L63A## places an order for repairing computer equipment.

Extend the customer master record with data from sales area 1000 14 00. Use the data created for sales area 1000 10 00 as your reference.

1-9-1 Extend the relevant customer master record:

– Customer: T-L63A##– Sales area: 1000 14 00– Reference customer: T-L63A##– Sales area: 1000 10 00

1-9-2 Check your company structure to see which delivering plants are permitted for sales organization 1000 and distribution channel 14. Enter a valid delivering plant in the customer master record for service processing.

1-9-3 The PC technician brings all the materials he needs to repair the equipment with him and the journey is entered as a separate item in the order, so choose the Free house (FH) Incoterms in the customer master record.

You have agreed on the following terms of payment with your customer for service orders:– Payment within 10 days: 2 %– Payment within 30 days: 1 %– Payment within 50 days: no discount

– Tax classification: 1

1-10 Material master record: Consumable itemDuring the repair, the monitor has to be replaced (material T-ATO##). Change the material so that your service department (sales organization 1000 and distribution channel 14) can also use it. To do this, copy the values from the sales line 1000 10.

1-11 Material master record: Service materialT-ATP## is a service material. Change the material so that it can also be used by your service department (sales line 1000 14). Copy the values from sales line 1000 10, and change the item category group to DIEN.

(C) SAP AG LO606 16

1-12 Service orderTest your settings by processing a service order in the R/3 System.

1-12-1 Enter a service order your customer T-L63A##. Enter sales area 1000 10 00. Does it work?

____________________________________________________________

Why?

____________________________________________________________

1-12-2 Enter a service order for customer T-L63A## but do not enter a sales area.

Customer: T-L63A##PO number: Service order ##

Sales area: ______________________________________________

Can you enter a sales document number manually?

____________________________________________________________

Why?

____________________________________________________________

What are the terms of delivery for the order?

____________________________________________________________


____________________________________________________________

(C) SAP AG LO606 17

1-12-3 Enter a text item which documents the repair. In the Description field, enter the text "PC repairs".

Optional:Maintain the repair text ## for the item by entering the number of the PC that needs to be repaired.

Optional:Maintain a route description at header level under text type Repair info ##.

1-12-4 Was output type ZM## automatically found for the document?

____________________________________________________________

Why? (You can use the condition analysis for the output to see why.)

____________________________________________________________

1-12-5 Call up the incompletion log. Assign the employee with personnel number 1701## as the PC technician responsible for the order.

Note: The personnel master record for employee 1701## contains user ID Mayer-## in info category 105 "Communication".

1-12-6 Save the complete document. Check the processing status of output type ZM## in the document.

____________________________________________________________

1-12-7 Log on as user Mayer-## and password LO606.

Call up the output, check the message and call up the document.

1-12-8 Once you have finished the repairs, you enter the service provided in the order. Your technician has installed a new monitor. Set the requested delivery date to one week from today's date.

Enter the service and the materials used in the repair in the relevant service order. Replace the text item in the order with the service material.

Material: T-ATP## (3 hours)Material: T-ATO## (1 piece)

(C) SAP AG LO606 18

How does the system respond?

____________________________________________________________

Not all the items or schedule lines in a sales document are needed in the delivery and billing documents.

Which item and schedule line categories does the system find?

Item 10: ___________________________________________Item 20: ___________________________________________

Check in Customizing which schedule lines from the sales document generate items in the delivery document. Why?

Item 10: ____________________________________________________Item 20: ____________________________________________________

1-13 DeliveryDeliver the order (shipping point: 1200). Set the selection date to a week's time.

1-13-1 Which delivery item category does the system find for the consumable item?

Delivery item category: _________________________________________

1-13-2 Post goods issue. Is picking necessary?

____________________________________________________________

Why?

____________________________________________________________

(C) SAP AG LO606 19

1-14 Billing documentBill the order.

1-14-1 What message do you receive?

________________________________________________________________________________________________________________________

1-14-2 Delete the billing block in the sales order.

1-14-3 Bill the order now (selection date a week from today).Do both items due for billing appear in the billing document?

____________________________________________________________

1-14-4 Is the data forwarded to Accounting?

____________________________________________________________

1-14-5 Call up the document flow in Billing. Can you see the delivery?

____________________________________________________________

1-14-6 Call up the document flow from the sales order. Is the process completed as far as sales and distribution is concerned? Why?

________________________________________________________________________________________________________________________

(C) SAP AG LO606 20

5.4

Scenario: Material Determination

Build and execute condition technique in material determination

Define and assign material determination procedure

Define material determination type

Define access sequences

Define condition tables

Define a reason for substitution

Create master records

Test process

Your company IDES sells computers and computer parts. Recently you have added new products to your stock.

It is your job to configure the sales and distribution model so that special customers always receive a new product when they order the old one. All other customers should continue to receive the old product until stocks run out.

Up until now, you have been using material determination with the standard Customizing settings that were delivered in your R/3 System. In this exercise, you will change material determination to meet your new requirements.

1-1 Material master record: Your monitor T-ATQ## is one of the most successful trading goods in the engineering industry and therefore, your company is constantly updating it.

1-1-1 Create a material master record for the new product T-ATR##. Use the previous model T-ATQ## as a reference. Maintain the following views:

– Basic data 1 and 2 – MRP 1-4– Sales:Sales org. Data 1 and 2 – Forecasting– Sales: General/Plant data – Storage 1 and 2

(C) SAP AG LO606 21

– Sales Text – Accounting 1 and 2

Create the material in the following organizational units:

Plant: 1200 Sales organization: 1000Storage location: 0001 Distribution channel: 10

Use the same organization units for your copy. Copy the data from the previous model and add or change the following fields:

– Basic data 1:Material description: NewScreen ##Old material number: ##LO606-06Net weight: 15 kgGross weight: 16 kg

– Sales 2:Pricing ref. material: M-15

– MRP 2:Issue stor. location: 0001

– Accounting 1:Standard price: 1600

1-1-2 Post 1000 pieces to the unrestricted-use stock (movement type: 561, plant: 1200, storage location: 0001).

1-2 Condition table In the condition table, you define the fields in the sales document whose data the system should use to find a valid master record for material determination.

1-2-1 Create the new condition table 6## so that you can use it for creating master records for material determination. The new condition table should allow you to create master records that are only effective for certain customers and materials. You want to be able to restrict the validity of the master records. Use condition table 002 as a reference.

Condition table: 6##Reference condition table: 002Description: Customer / Material ##

Note: Make sure that the material you want to enter appears as the last key field in the condition table. This means that the system checks the header fields first (for example, customer) and then the item fields in the condition table, which

(C) SAP AG LO606 22

improves system performance.

1-2-2 When you set up the condition table, you can determine what the screen for processing master records in the new condition table looks like.

For efficient maintenance of master records, you should be able to process the customer and material numbers in separate lines.

1-2-3 Generate the new condition table.

Note: Create the new object in the Data Dictionary for development class $TMP. It is then a local object and cannot be transported.

1-2-4 What information do you receive in the log?

1-3 Access sequenceThe access sequence is the strategy used by the system to search for valid master records for a particular condition type. The access sequence contains one or more search steps (= accesses). Each access contains a condition table which determines the key fields for the search. These are the document fields that the system uses to search for valid master records.

Define a new access sequence containing three steps that the system can use to search for master records in material determination:

1. Was a master record stored for the material and the sold-to party?2. Was a master record stored for the material and the ship-to party? 3. Was a master record stored for the material that substitutes the material depending on availability?

1-3-1 Define the new access sequence.

AcSq (access sequence): Z0##Description: Search strategy ##

1-3-2 The material should be substituted in the first access if there is a valid master record for the customer and the entered material.

1-3-3 Branch to the fields in the condition table entered and look at the settings.

Which field in the sales document does the system use to determine the customer number?

(C) SAP AG LO606 23

_________________________________

1-3-4 Substitution should take place in the second access if there is a valid master record for the ship-to party and entered material.

1-3-5 In the third step, the system should only search for valid master records in material determination using the material entered. This is the standard setting in the R/3 System. Check the fields in the access.

1-3-6 Save the new access sequence and create your own change request.

Short description: Access sequence group ##

1-4 Condition type for material determinationYou can represent material determination with different search strategies. You have to create an individual condition type for each search strategy that you use in the business process.

1-4-1 Create a new condition type with the access sequence that you have just defined.

CType (condition type): Z0##Name: Condition type ##Access sequence: Z0##

1-4-2 Customize the condition type so that when you create a master record, the system automatically proposes a validity period from today to the end of the year.

1-5 Material determination procedureAll the tasks that are undertaken in the business process for material determination are anchored in a procedure for material determination. The material determination procedure contains one or more condition types and each condition type can refer to its own access sequence.

Define a new procedure.

Proc. (material determination procedure): Z000##Description: Group procedure ##

1-5-1 Copy the condition type you defined earlier into the procedure.

Step: 10

(C) SAP AG LO606 24

Cntr (counter): leave blankCondition type: Z0##

1-5-2 Assign the new determination procedure to sales document type ZA##.

1-6 Create reason for substitutionCreate a reason for substitution (Z## Substitution ##) for material determination, with the following characteristics:

– The order confirmation should contain the material ordered by the customer. – The system should issue a warning message before it substitutes a material.– Substitution should take place automatically (i.e. without a selection screen).– The system should not generate any lower-level items in the document when it substitutes a material.

1-7 Create master recordsCreate a master record for material determination.

1-7-1 T-L63B## is one of your special customers. Ensure that this customer always receives the new material in future orders, even if the sales order department enters an order for the old material by mistake. Use your substitution reason.

1-7-2 Ensure that this customer also always receives the new material in future orders when he or she is entered as the ship-to party in a sales process and an order is created with the old material. Use your substitution reason.

1-7-3 Enter another master record in which you ensure that material T-ATR## automatically replaces material T-ATQ## once the latter is no longer available. This should take place for all orders for material T-ATQ## regardless of the ordering party.

The material should only be substituted in the sales document. The subsequent delivery document should copy the details from the sales order. Choose a relevant substitution reason.

Note: The master record must contain the materials to be substituted, T-ATQ## and T-ATR##, in the correct sequence.

(C) SAP AG LO606 25

1-8 Create outputCreate a master record for output type BA00 Order confirmation for document type ZA##.

Output type: BA00Sales document type: ZA##

Copy the default values from the output type by choosing Enter.

Maintain printer LP01 as the output device and set the number of messages to 1.

1-9 Create an orderTest your settings for material determination in the sales document.

1-9-1 According to the master record you have created for material determination, customer T-L63B## should always receive the new product T-ATR##. Create a standard order for customer T-L63B## and the old product T-ATQ## (10 pieces) (purchaser order number: MatDeter##01).

Did the system substitute the material?

_________________________________

Why?

_________________________________

1-9-2 Create the same order for sales document type ZA## (purchase order number: MatDeter##02).


_________________________________

Check the substitution reason in the sales document.

Substitution reason: Z##

Display the order confirmation on the screen. Which material is displayed in the printout?

Material: _________________________________

Why?

______________________________________________________________________________________________________________________________

(C) SAP AG LO606 26

(C) SAP AG LO606 27

1-9-3 T-L63B## is also the ship-to party for your customer T-L63C##. Create an order for ship-to party T-L63B##.

Ship-to party: T-L63B##Sold-to party: T-L63C##Purchase order no: MatDeter##03

Activate the material determination analysis (before entering the item).

_______________________________________________________________

Material: T-ATQ## (10 pieces)

Did the system substitute the material for the ship-to party?

_______________________________________________________________

Did the system display a warning message for the substitution?

_______________________________________________________________

Use the analysis to check your Customizing settings for material determination.

_______________________________________________________________

Use the analysis to check which date the system uses in the document to check the validity date of the master record?

_______________________________________________________________

1-9-4 Enter another order for sales document type ZA## for a normal customer.

Customer: T-L63A##PO number: MatDeter##04Material: T-ATQ## (10 pieces)


Substitution reason: ______________________________________________

Display the order confirmation on the screen. Which materials are displayed in the printout?Material: ____________________________________________________Material: ____________________________________________________

Why?

(C) SAP AG LO606 28

_______________________________________________________________

1-9-5 Check the available stock for material T-ATQ##.

Stock: _________________________________

Change the last order and enter a new item with a quantity that exceeds the available quantity.

Which materials and quantity does the system automatically use when substituting this material?

Material: _________________________________Material: _________________________________

Check the order confirmation on the screen. Does the system display both substituted materials?

_________________________________

1-9-6 Post 50 pieces of material T-ATQ## to stock. (Plant: 1200; storage location: 0001; movement type: 561).

Deliver the last order.

Compare the quantities in the order and the delivery. Are there any differences? Why?

__________________________________________________________________________________________________________________________________________________________________________________________

(C) SAP AG LO606 29

5.5

Scenario: Bills of Material in Sales and Distribution

Update document type controls

Create item category groups

Create bills of material for Sales and Distribution

Create and assign item categories

Create and assign schedule line categories

Set up automatic purchase requisitions

Test the process

Your company, IDES, is a trading company that specializes in selling personal computers that have been designed to meet your customer's requirements. You obtain the components from a distributor who is in contact with producers in the Far East. The components are not ordered from the distributor until the customer has placed an order for the PC. This reduces warehouse stock and therefore, capital outlay.

So that you can order the individual components of a PC from different distributors, requirements have to be transferred to the Purchasing department at the component level. This means that one sales order could lead to several purchase orders.

However, the invoice only contains the whole item with the quantity that was delivered.

Your customers are also able to purchase individual spare parts. This means that you must still be able to price the components individually.

The delivery note and the billing document should contain both the PC and all its relevant components.

An availability check is not necessary for the order because you procure the components directly from the distributor.

You also want to determine the cost for all components for statistics and controlling purposes.

Change the settings for a bill of material (BOM) in Sales and Distribution so that it can fulfill all these requirements.

(C) SAP AG LO606 30

1-1 BOMsSave a PC package in your system as a single-level bill of material by using the materials created for you in the training system.

1-1-1 Create a BOM for material T-ATS##:

Material: T-ATS##Plant: 1200 DresdenBOM usage: 5 Sales and distributionValid from: Today

Enter the following BOM items with the BOM item category L (stock item):

Item 10: T-ATT## 1 pieceItem 20: T-ATU## 1 pieceItem 30: T-ATV## 4 piecesItem 40: T-ATW## 1 piece

1-1-2 Check whether the items in the BOM are relevant to sales documents.

How is this achieved?

________________________________________________________________________________________________________________________

1-1-3 Which item category groups are assigned to the materials in the BOM for sales organization 1000 and distribution channel 10 in the material master?

T-ATS##: _________________________________T-ATT##: _________________________________T-ATU##: _________________________________T-ATV##: _________________________________T-ATW##: _________________________________

(C) SAP AG LO606 31

1-2 Create an orderCheck your new sales and distribution BOM by creating an order in the test system.

1-2-1 Create an order for the BOM you have just created.

Order type: ZA##Sales area: 1000 10 00Customer: T-L63D##PO number: BOM## - 01

Material: T-ATS## (Quantity: 1 piece)

Does the system explode the BOM?

_________________________________

1-2-2 What item categories are automatically chosen by the system for the main and sub-items?

Main item: _________________________________Sub-items: _________________________________

1-2-3 At what level does pricing take place?

_________________________________

Where is this controlled in Customizing?

____________________________________________________________________________________________________________________________

1-2-4 Which items will appear in the billing document and why?

__________________________________________________________________________________________________

1-2-5 Which schedule line categories does the system find for the main and sub-items?

Main item: _________________________________Sub-item:_________________________________

(C) SAP AG LO606 32

1-3 Sales document typeAlthough you are using Sales and Distribution BOMs in sales document type ZA##, the rest of sales processing in your company is the same as that in the R/3 Standard System. Therefore, deliveries are created for delivery type LF and billing documents with billing document type F2.

1-3-1 Check whether the correct default values have been activated in your sales document type and if necessary, change any settings.

Delivery type: _____________________________Order-related billing document type: _____________________________Delivery-related billing document type: _____________________________

1-3-2 The items in the sales document should be numbered in 100s. If you explode a BOM, the sub-items should be numbered in 10s. Configure your sales document type accordingly.

Item no. increment: _________________________________Sub-item increment: _________________________________

1-4 Item category in the sales orderYou are using the settings already defined in Customizing for the SAP R/3 Standard System for your BOM settings. Therefore, copy the item categories from the standard system.

You want the following to take place in your BOMs: – Pricing should be calculated for the whole package.– The delivery note should contain all the items in the package.– The invoice should contain the main item and its components with the quantities that were actually delivered.– The whole BOM should be exploded in the sales document.

1-4-1 The settings that you configure in the main item are valid for the whole package.

Create a new item category ZH## with description Package##-MI by copying item category TAQ.

Name: ZH##Description: Package##-MI

(C) SAP AG LO606 33

1-4-2 If necessary, change the item category ZH## to meet your needs. Note the Pricing, Relev. for billing, Sched. line allowed, Structure scope, Application and Determine cost fields.

Pricing: _________________________________Relev. for billing: _________________________________Sched. line allowed: _________________________________Determine cost: _________________________________Structure scope: _________________________________Application: _________________________________

1-4-3 The settings at the sub-item level control all of the tasks that you want to implement separately for each item. Create a new item category ZU## with description Package##-SI by copying item category TAE.

Name: ZU##Description: Package##-SI

1-4-4 If necessary, change item category ZU## so that it meets your requirements. Note the Pricing, Relevant for billing, Schedule lines allowed, Structure scope, Application and Determine cost fields.

Pricing: _________________________________Relev. for billing: _________________________________Sched. line allowed: _________________________________Determine cost: _________________________________Structure scope: _________________________________Application: _________________________________

1-4-5 If you want to sell the computer parts separately, there should be a separate item category in the sales document.Create a new item category ZN## with description PC parts## by copying TAN.

Name: ZN##Description: PC parts##

1-4-6 If necessary, change item category ZN## to meet your requirements. Note the Pricing, Relevant for billing, Schedule lines allowed, Structure scope, Application and Determine cost fields.

Pricing: _________________________________Relev. for billing: _________________________________Sched. line allowed: _________________________________Determine cost: _________________________________Structure scope: _________________________________

(C) SAP AG LO606 34

Application: _________________________________

1-5 Define item category groupTo be able to use the controls that have been defined for BOMs in the standard system, you decide to create a third, independent control.

1-5-1 Define the new item category group Z0## with description MTPOS Group##.

1-5-2 Change the item category group of your BOM product T-ATS## to Z0##.

1-6 Assign item categoriesThe new item categories should be used in the sales document type ZA##.

1-6-1 Configure the settings so that the system finds the new item category ZH## Package##-MI for the main item of the BOM.

1-6-2 Configure the settings so that the system finds the new item category ZU## Package##-SI for the sub-items in the BOM.

1-6-3 Configure the settings so that when you sell individual computer parts, the system finds the new item category ZN## PC parts## and no other alternatives are possible.

1-7 Schedule line categoryThe components should be automatically ordered from the distributor when the sales order has been saved. Two schedule line categories have been created in the training system for your group.

1-7-1 Which setting in the schedule line category ensures that a delivery item is created from the schedule line?

_______________________________________________________________

1-7-2 Which setting in the schedule line category ensures that goods issue is posted to inventory management?

_______________________________________________________________

(C) SAP AG LO606 35

1-7-3 Schedule line category ZH with description HP-606 has been created to control the main item. Check the following fields in Customizing:

Item rel.f.dlv: _________________________________Movement type: _________________________________Transfer of requirements: _________________________________Availability check: _________________________________

1-7-4 Schedule line ZU purchase order has been created to control the lower-level items. Check the following fields in Customizing:

Item rel. f. dlv: _________________________________Movement type: _________________________________Transfer of requirements: _________________________________Availability check: _________________________________

1-7-5 If an order is placed for a PC, you want purchase requisition creation to take place automatically for the components.

All the necessary information is contained in the schedule lines in the sales order. Important control parameters were already determined for purchase requisition creation when you defined the schedule line category in the sales order. Check the following entries in the schedule line category for the sub-items in the BOM:

Purchase order type:_________________________________P.req.del.sched: _________________________________Item category: ____________________________ (purchase requisition)Acct. assigt cat.: _________________________________

1-8 Assign schedule line category

1-8-1 Which MRP type was assigned to each material in the BOM for plant 1200 in the material master record?

T-ATS##: _________________________________T-ATT##: _________________________________T-ATU##: _________________________________T-ATV##: _________________________________T-ATW##: _________________________________

1-8-2 Configure your settings so that the system finds schedule line category ZH HP-606 for the main item in the BOM.

(C) SAP AG LO606 36

1-8-3 Configure your settings so that the system finds schedule line category ZU purchase order for the sub-items in the BOM.

1-8-4 Configure the settings so that the system finds the schedule line category ZU purchase order for items in category ZN##.

1-9 Item category in the deliveryBecause the PC to be delivered to the customer consists of individual components, which have all been ordered, you decide that the system should pick the goods at component level.

1-9-1 Ensure that the components in the BOM have to be picked by configuring delivery item category ZU## so that it is the same as delivery item category TAN.

1-9-2 Ensure that the main item in the BOM is not picked.

1-9-3 How does delivery item category ZN## respond with regard to picking? Check and if necessary, change the settings.

1-10 Create an orderTest your BOM in a sales order.

1-10-1 Create an order.

Document type: ZA##Sales area: 1000 10 00Customer: T-L63D##PO number: BOM## - 02Requested dlv. date: in two weeks



_________________________________

1-10-2 Which item numbers does the system give the BOM?

1st item: _________________________________2nd item: _________________________________3rd item: _________________________________4th item: _________________________________5th item: _________________________________

(C) SAP AG LO606 37

1-10-3 Does the system automatically use your item categories for the main and sub-items?

Main item: _________________________________Sub-items: _________________________________

1-10-4 Does the system automatically use your schedule line categories?

Schedule line category for main item: ____________________________Schedule line category for sub-item: ____________________________

1-10-5 Check whether the system automatically generates a purchase requisition when you save the document._________________________________

1-10-6 Check whether the settings in schedule line category ZU are automatically transferred to the purchase requisition.

Document type: _________________________________Item category: _________________________________Account assignment category: _________________________________

1-10-7 Your customer adds two more monitors to the orginal order. Change the order and enter an item with material T-ATW##. What is the item number of this item?

Number: _________________________________

1-10-8 Which item and schedule line categories does the system use for the new item?

Item category: _________________________________Schedule line category: _________________________________

1-10-9 Did the system calculate a price for this material and if so, why? ___________________________________________________

1-10-10 You can call up the purchase requisition directly from the sales document and edit it there. Branch to the purchase requisition from the order.

1-10-11 Deliver the order. Does the system explode the BOM in the delivery note?

_________________________________

Pick the delivery by creating a transfer order (warehouse number: 012). Post goods issue.

(C) SAP AG LO606 38

1-10-12 Bill the delivery. Does the system explode the BOM in the billing document?

_________________________________

Do the prices appear in the billing document?

_________________________________

Main item: _________________________________Sub-item: _________________________________

(C) SAP AG LO606 39

6

SAP AG

R

Solutions

(C) SAP AG LO606 1

6.2

Scenario: Sales to Employees

Create a new document type

Define a new item category

Set up a new customer master record

Set up pricing controls

Set up output controls

Set up the incompletion log

Test the process

Your company produces computers that the employees can buy in the company shop at either cost price or at a reduced rate for employees. They have to pay in cash and take their purchases with them. The employee then receives an invoice for a cash sale.

Goods issue is posted and billing documents are created automatically in collective processing, for example, at the end of the day.

1-1 Sales document typeCreate a sales document type for ZB## with description SE##-Sales.

1-1-1 To do this, copy the CS Cash Sales order type. Ensure that all related table entries are copied.

IMG Sales and Distribution Sales Sales Documents Sales Document Header Define sales document types Select sales document type CS Choose "Copy as"

Key: ZB## Description: SE##-Sales

Send the log of all the copied table entries to your office inbox.

(C) SAP AG LO606 2

System List Send Recipient: LO606-##

Save the new entry.

Branch to your office inbox. Call up the log.

Office Inbox Office unviewed Double-click on the log

1-1-2 Set up the new document type so that during document processing, the Items Overview tab page follows the initial screen.

FCODE for overview screen field: UER2

1-1-3 A wide range of checks and functions can be activated in the sales document type, such as checking for open contracts or searching for customer-material info records. These checks take place in document processing and therefore affect system performance.Ensure that all the checks and functions you don't need have been de-activated.

You can de-activate the following checks:– Credit limit– Check purchase order number– Commitment date– Open quotations, outline agreements and group master contracts messages– Product attribute messages – Payment cards

1-1-4 Which entry prevents the user from saving incomplete documents?

The "Incomplet. messages" field is activated.

1-1-5 What affect does the entry in the Shipping conditions field have?

See F1 Help for the field.

1-1-6 Which entry causes a delivery to be created automatically when the sales document is saved?

"Immediate delivery" has been activated.

1-1-7 Which entries ensure that the current date is automatically used as the requested delivery date?

– The "Lead time in days" field is empty.

(C) SAP AG LO606 3

– The "Propose deliv. Date" field is activated.

1-1-8 What is the document type for the delivery?

Delivery type BV

1-1-9 Check that the document is assigned to sales area 1000 10 00.

IMG Sales and Distribution Sales Sales Documents Sales Document Header Assign sales area to sales document types Assign sales order types permitted for sales areas

1-2 Item category in the sales and delivery documentsCreate an item category for the sales to employees document type so that the item controls do not have to be the same as for cash sales.

1-2-1 Create a new item category BV## by copying the item category BVN. The description for the new item category should be BV##-Item. Use the settings from the original item category.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Define item categories Select item category BVN Choose "Copy as"

Key: BV## Description: BV##-item

1-2-2 The log for this copying transaction documents all the table entries that have been copied. Use the log to check that the copy included item category BV## for the delivery (table TVLP: Delivery item categories).

Entry:In the "Allocation of delivery item categories table (TVLP )", copy:

PSTYBV##

(C) SAP AG LO606 4

1-2-3 Make sure that item category BV## is automatically determined for materials with item category group NORM in sales document type ZB##.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Assign item categories Choose "Position"

Sales doc. type: ZB## Item cat. group: NORMItem usage: blankItem cat.-Higher level item: blankDefault Item Category (DfHC): BV## (Overwrite BVN)

Choose "Details" Delete any alternative item categories

1-2-4 Change item category BV## for deliveries. Picking is not needed because the goods that are bought are already in the employee shop. Therefore, de-activate the Relevant for picking field for item category BV## of the delivery.

IMG Sales and Distribution Shipping Deliveries Define item categories for deliveries Select BV## Choose "Details" De-activate the "Relevant for picking" field

1-3 Incompletion Create a new incompletion procedure at header level.

IMG Sales and Distribution Basic Functions Incompletion control for sales documents

1-3-1 Copy the incompletion procedure that controls the document type BV.

Assign incompletion procedures Assign procedures to sales document types Procedure 11 Exit Define incompletion procedures Select incompletion group A Choose "Procedures" Choose "Change" Select procedure 11 Choose "Copy as"

Key: 60+##Description: SE##-Sales header

Copy all entries

(C) SAP AG LO606 5

1-3-2 Change the new incompletion log:

Select new procedure 60+## Choose "Fields"

– Remove the entry for the purchase order number. Select the entry Choose "Delete"

– To stop the system from creating free-of-charge documents, add the Net value of the order field.

Choose "New entries"

Table: VBAKField name: NETWRScreen: leave blankStatus: 01Warning: leave blank

– Add the Sales office field.

Table: VBAKField name: VKBURScreen: KKAUStatus: 01Warning: leave blank

Note: You can use any status group because incomplete documents cannot be saved (incompletion control was activated in the document type SE##).

1-3-3 Assign the procedure to sales document type ZB##.

Exit Assign incompletion procedures Assign procedures to sales document types ZB## Procedure 60+##

Make sure that incomplete documents cannot be saved.

Activate the "Incompletion messages" field

(C) SAP AG LO606 6

1-4 Customer master recordThe employees have to be saved in the system as customers so that you can create orders for them. During project planning, it was decided that an individual customer master record is not needed for each employee. Instead, a collective master record (one-time customer account) can be used for employee sales.

1-4-1 Create a customer master record accordingly:

Logistics Sales and distribution Master data Business partners Sold-to party Create Create centrally

– Customer: SE##– Company code: 1000 IDES AG– Sales area: 1000 10 00– Account group: CPDA

Reference:– Customer: 100016 – Company code: 1000 IDES AG– Sales area: 1000 10 00

Address screen:– Name: Sales employee ##– Search term: SE##

Sales screen:– Sales office: 1000 Frankfurt– Country: DE– Language key Language of the course

Billing screen:– Incoterms: CPT– Payment terms: 0001– Tax classification: 1

1-5 PricingYour sales manager has decided that each employee may receive a basic discount of 15%.

1-5-1 Maintain a master record for customer-dependent discount (K007 customer discount) of 15%.

Logistics Sales and distribution Master data

(C) SAP AG LO606 7

Conditions Discounts/surcharges Others Create Enter condition type K007 Choose "Key combination" Select "Division/customer"

1-5-2 OptionalBetter discounts are also available for certain materials. Check whether the access sequence K007 contains an access (customer/material) and, if necessary, supplement this with an exclusive access with sequential number 05 and condition table 005.

Logistics Sales and distribution Master data Conditions Discounts/surcharges Others Create Enter condition type K007 Choose "Key combination" Select "Customer/material"

Maintain a discount of 20 % for the new discount.

Customer: SE##Material: T-ATN##

1-6 Printing the invoiceThe system should print the invoice automatically as soon as the sales document has been saved.

1-6-1 Create an output master data record. Use output type RD03.

Logistics Sales and distribution Master data Output Sales document Create Enter output type RD03

The output has been configured so that it is sent to the bill-to party. Set up the master record so that output is printed as soon as the document has been saved.

Sales doc type: ZB##Partner function: BPTime: 4

1-6-2 Maintain the following communication data for the output:

Choose "Communication"

Output device: LP01 Print immediately: activateRelease after output: activate

(C) SAP AG LO606 8

Number of messages: 1

(C) SAP AG LO606 9

1-7 Sales to employeesTest your settings by trying to create a sale to an employee.

Logistics Sales and distribution Sales Order Create Enter order type ZB##

1-7-1 Create a sale to an employee.

Customer: SE## (Enter any address)

Enter address information

In which overview tab page does the system start document processing?

Item overview

What are the Incoterms?

Sales tab page CPT (from the customer master record)


Sales tab page 0001 (from customer master record)

Can you save the document and why?

No. You haven't entered any items so the net value of the document is zero. Because the "Incompletion messages" indicator was activated, you cannot save an incomplete document.

1-7-2 Enter the following two items

Material: T-ATM## (1 piece)Material: T-ATN## (1 piece)

What discounts does the system find for material T-ATM##? Analyze pricing.

Select item 10 Choose "Pricing" Select "CnTy" (condition type) K007

Item 10 qualifies for a 15% discount.

Choose "Analysis" Select "K007" Choose "Details" Access 05 Condition record is missing

Access 10 Condition record has been found Select "Access 10" Choose "Details" System displays the complete access key with material and division

(C) SAP AG LO606 10

OptionalWhich discount does the system find for material T-ATN##? Does it find the greater discount for material T-ATN##? Analyze pricing.

Leave analysis Choose "Next item" Select "CnTy" (condition type) K007

Item 10 qualifies for a 20% discount.

Choose "Analysis" Select "K007" Choose "Details" Access 05 Condition record has been found

Access 10 Condition record exists (deleted manually) Select "Access 10" Choose "Details" System displays the complete access key with material and division

1-7-3 Which item categories did the system find for the items in the sales document?

Goto Overview Scroll to the right in the table Item category: BV##

1-7-4 Save the order. Does the system automatically create a delivery?

Yes. Message in the status bar:SE##-Sales #### has been saved (Delivery #### created)

Order number:___________ Delivery number:______________

1-7-5 Check whether the system automatically printed the output when you saved the sales document.

Display sales document Extras Output Header green traffic light = successfully processed

Display the output on your screen.Logistics Sales and distribution Sales Order Display Sales document Issue output to ScreenChoose "Execute" Choose "Execute".

1-7-6 What type of delivery has been created?

Logistics Sales and distribution Shipping Delivery Display Header General header data

BV document type

(C) SAP AG LO606 11

Which item category does the system find for the delivery items?

Back (F3) Scroll right in the table BV##

Post goods issue.

Edit Post goods issue

1-7-7 Create a billing document for the transaction.

Logistics Sales and distribution Billing Billing document Create Choose "Execute"

Which document does the billing document refer to?

The sales document

Where is this set in Customizing?

In item category BV##Billing-relevant indicator: B

What is the billing document type?

See title bar of the screen for the billing document type Billing type: BV

Billing document number:________________________

Check the accounting document. To which accounts were the incoming payments posted?

Billing document Change Choose "Accounting"

Choose "Accounting" Select accounting document Choose "Details" Account number: 100 000 Petty cash 800 000 Sales revenue 888 000 Sales deductions

1-7-8 Did the system automatically determine an output in the billing document for printing the invoice? Why?

Billing document Display Header Output

(C) SAP AG LO606 12

No. As soon as the order was saved, an invoice was printed and given to the customer.

1-7-9 Look at the document flow for the whole process. Check the overal processing status of the individual documents.

Logistics Sales and distribution Sales Order Display Environment Display document flow Select each document Choose "Status overview "

Order: CompletedDelivery: CompletedInvoice_ Completed

(C) SAP AG LO606 13

6.3

Scenario: Service Order

Set up a new document type

Create service order items

Set up a partner for the technician

Create an automatic mail

Set up text determination (optional)

Set up copying control

Test process

Your company maintains and repairs computer equipment at the customer site. The Service Management (SM) component is not used by your company.

One of your customers informs you by telephone that they are having problems with their computer. An experienced employee decides that the problem has to be solved by a technician at the site and decides which spare parts they will need. The technician is automatically informed. He owns a "spare parts" tool box which he fills by taking parts from the warehouse. The order confirmation contains the service (for example, technician category, hours taken) and a reminder that the dollar amount of the invoice depends on the time taken and cost of the repair. The technician returns any unused parts to the warehouse and enters the materials he used, the time the repair took and travelling expenses (for example: taxi, hotel) in an overview sheet. This sheet is used to create an invoice for the customer.

(C) SAP AG LO606 14

1-1 Sales document typeCreate a sales document type ZS## with description Service##-order.

1-1-1 Copy the reference OR standard order and use the same copying controls.

IMG Sales and Distribution Sales Sales Documents Sales Document Header Define sales document types Select sales document type OR Choose "Copy as"

Key: ZS## Description: Service##-order

1-1-2 Prevent external number assignment.

Select ZS## Choose "Details"

No. range ext. assgt field: empty

1-1-3 Prevent the system from reading the customer-material info records.

Read info record field: empty

1-1-4 De-activate the settings for credit limit checks.

Check credit limit field: emptyCredit group field: empty

1-1-5 De-activate the checks for open quotations and contracts.

Quotation messages field: emptyContract messages field:empty

1-1-6 Set the billing block 02 No completion confirmation.

Billing block field: 02 compl. confirmation missing

1-1-7 De-activate the settings for payment card processing.

Payment guarantee procedure field: emptyPayment card plan type field: emptyChecking group field: empty

1-1-8 Use the current date as the requested delivery item.

Lead time in days field: empty

(C) SAP AG LO606 15

1-1-9 Services are processed in distribution channel 14 (Services). Repairs are only carried out in sales organization 1000.

Make sure that the new document type ZS## can only be used in sales organization 1000 and distribution channel 14.

IMG Sales and Distribution Sales Sales Documents Sales Document Header Assign sales areas to sales document types Assign sales order types permitted for sales areas

Delete all the entries for document type ZS## except those forsales area 1000 14 00.

Note: You can gain an overview of the available entries by choosing "Variable list".

1-2 Delivery and transportation schedulingDe-activate delivery and transportation scheduling for the new sales document type ZS##.

Note: Do this in Customizing for Basic Functions.

IMG Sales and Distribution Basic Functions Delivery Scheduling and Transportation Scheduling Define scheduling by sales document type

DlvSchedlg field: emptyTranspSch field: empty

1-3 Item: consumable itemCheck which item category has been assigned to sales document type ZS##.

1-3-1 Which item category does the system determine for materials in the item category group NORM?

IMG Sales and Distribution Sales Sales Documents Sales Documents Sales Document Item Assign item categories

TAN

1-3-2 Why does this assignment already exist for the sales document type ZS## that you created?

(C) SAP AG LO606 16

When you copied the sales document type OR, all of the entries for item controls were also copied for document type ZS##.

1-3-3 When you enter consumable items, the system does not run an availability check, there is no transfer of requirements and picking is not necessary. However, you do need to post goods issue in order to update inventory management. Since the delivery quantity (goods issue quantity) is the same as the order quantity, you can invoice these items using order-related billing, like service items. This means that you can invoice the customer for all the items in the sales document without any further processing.

Create the new item category ZS## with description Consum. item ## by copying item category TAN.

IMG Sales and Distribution Sales Sales Documents Sale Document Item Define item categories Select item category TAN Choose "Copy as"

Key: ZS##Description: Consumable item ##

Configure the item category so that order-related billing is executed. De-activate the Credit Management functions.

Relev. for billing field: B Relevant for order-related billing - status according to order quantity

Credit active field: empty

Configure the system so that it finds the new item category ZS## for materials in item category group NORM in the service order. Do not permit any other item categories.

Note: Call up the details screen for the table entry.


Sales document type: ZS## Item category group: NORMItem usage: emptyItemCat-HgLevelItem: empty

Default item category: ZS## (overwrite TAN)

Choose "Details" delete all other item categories

(C) SAP AG LO606 17

1-3-4 Which schedule line category does the system find for the material in your service order that controls the MRP indicator for material T-ATO## (plant: 1200)?

Logistics Sales and distribution Master data Products Trading goods Display Enter material number Select view(s) Choose MRP 1

MRP type: VM

IMG Sales and Distribution Sales Sales Documents Schedule lines Assign schedule line categories

PropSchdLineCategory: CV

What is the difference between schedule line category CV and category CN?

IMG Sales and Distribution Sales Sales Documents Schedule lines Define schedule line categoriess

Transfer of requirements and the availability check are de-activated for schedule line category CN.

Change the schedule line category assignment so that the system finds schedule line category CN for consumable items such as T-ATO## (plant: 1200).

IMG Sales and Distribution Sales Sales Documents Schedule lines Assign schedule line categories

Entry: ZS## VM CNAll materials that contain MRP type VM in the material master are

assigned to schedule line category CN.

AlsoEntry: ZS## empty CN

All materials that do not contain an MRP type in the material master are assigned to schedule line category CN.

1-3-6 De-activate the Picking-relevant indicator for item category ZS## in the delivery.

IMG Sales and Distribution Shipping Deliveries Define item categories for deliveries

Select ZS## Choose "Details"

Relevant for picking field: empty

(C) SAP AG LO606 18

1-4 Copying control You need to configure your copying control so that you can create an order-related billing document for item category ZS## in sales document type ZS##.

Note: go to Copying Controls for Billing Documents and choose Sales document ZS## Billing document F2 and branch to item level. Copy the entry for item category TAD to item category ZS##.

IMG Sales and Distribution Billing Billing documents Maintain copying control for billing documents Copying Control: Sales Document to Billing Document

Choose "Display -> Change" Choose "Position": Billing type F2 from SalesDocType ZS## Select entry Choose "Item" Select TAD Choose "Copy as …" Overwrite the Item category field with ZS##

1-5 Item: ServiceConfigure your sales document type ZS## so that item category TAD Services is automatically assigned to items with services (materials from item category group DIEN). Do not permit any alternative item categories.


SaTy (sales document type): ZS## ItCGr (item category group): DIENUse (item usage): emptyHLevItCa (higher level item category): emptyDfItC (default item category): TAD (overwrite TAX)

Select entry Choose "Details" Delete all alternative item categories

1-6 Partner determinationIf you need a technician to carry out the repair, you need to record this information in the service order. The technician should then be informed automatically by mail when he is needed. Set up the necessary partner controls to allow this to happen.

IMG Sales and Distribution Basic Functions Partner Determination

(C) SAP AG LO606 19

1-6-1 Define a new partner function GG with description PC technician ## (GG = ## +10). Choose the suitable partner type for this function.

Define partner functions Choose "Partner functions"

New entry Function: GG (##+10) Description: PC technician ## Partner type: PE

1-6-2 Define a new partner determination procedure ZS## with description Service procedure ZS## for sales documents and copy the following partner functions into this procedure:

– SP Sold-to party– BP Bill-to party– PY Payer– SH Ship-to party– GG PC technician ##

Define and assign partner determination procedures Select "Sales document header" Choose "Partner procedures"

New entry:Key: ZS##Description: Service procedure ##

Save Select ZS## Choose "Procedure details" Maintain your entries

Create all the partners as mandatory partners.

Mandat. function field: Select for all partners

1-6-3 Assign procedure ZS## to your sales document type ZS##.

Define and assign parter determination procedure Choose Sales Document Header Select ZS## Procedure Choose "Procedure assignment" Change entry: Sales document type ZS## Procedure ZS##

(C) SAP AG LO606 20

1-7 OutputThe PC technician entered in your service order should automatically receive a mail telling him when he is needed. This output should be created when you save the sales order and appear automatically as mail in the employee's office inbox.

IMG Sales and Distribution Basic Functions Output Output Determination Output Proposal Using the Condition Technique

1-7-1 Create a relevant output type by copying the output type MAIL from the standard R/3 System with all its dependent entries.

Maintain Output Determination for Sales Documents Maintain output types Choose "Change" Select output type MAIL Choose "Copy as" Choose "Copy all" when prompted

Key: ZM## Description: Go to customer ##

1-7-2 Maintain appropriate default values for the output master records for output type ZM##.

Transm. medium: 7Part. Function: GGTime: 4

Select ZM## Choose "Details"

1-7-3 Create the relevant mail data in the output type.

Maintain Output Determination for Sales Documents Maintain output types Choose "Change" Select output type ZM## Choose "Mail message title"

Language: EN Document title: Service Mail ##

Select entry Choose "Mail texts"

You have a repair order.Customer: &VBAK-KUNNR&Order: &VBAK-VBELN&Good luck!

(C) SAP AG LO606 21

1-7-4 Assign the output type ZM## to partner function GG.

Maintain Output Determination for Sales Documents Assign output types to partner functions

Select MAIL Choose "Copy as" Output type: ZM## (overwrite) Medium: 7 Function: GG (overwrite)

1-7-5 Assign a suitable processing program to output type ZM## by copying the entry which controls output type MAIL.

Process Output and Forms Assign forms and programs Assign to sales documents

Select MAIL Choose "Copy as" Output type: ZM## (overwrite)

1-7-6 Change the output in output determination procedure V10000 for orders.Add step 60 + ## with condition type ZM## and activate requirement 2.

Maintain Output Determination for Sales Documents Maintain output determination procedure Select procedure V10000 Choose "Control"

Choose "New entries" Step: 60+## Counter: 1 CType: ZM## Requirement: 2

How does this requirement affect the output?

Requirement 2 means that output ZM## is only activated in the document once the document is complete. For example, if the PC technician has been defined as an mandatory partner, the output is only activated in the document if a valid personnel number has been assigned to partner function GG in the sales document.

(C) SAP AG LO606 22

1-7-7 Create a master record for the new output.

Logistics Sales and distribution Master data Output Sales document Create Output type: ZM##

Sales document type: ZS##

Adopt the default values from the condition record.

Choose "Enter" (default values are copied from the master record)

1-7-8 When your PC technician receives the automatic mail about the customer visit, he should be able to go directly from the mail to the sales document so that he can obtain all the information he needs for the visit.

To do this, save the relevant communication data in the master record for output type ZM##:


Parameter: VBAK-VBELN (Sales document number)ID: AUN (Field in transaction that contains the document number)Transaction code: VA03 (Display sales document)

Indicate that the output is an express mail.

Select "Send express"

1-8 Text (optional)When you enter a service order, you want to be able to save specifications about the order as a text in the document (for example, equipment serial numbers, discounts, times, directions, telephone numbers).

IMG Sales and Distribution Basic Functions Text Determination

1-8-1 Create a new text type for the sales document header:

Define text types Select "Sales document header" Choose "Text types"

Text ID: ZS## Description: Visit info ##

(C) SAP AG LO606 23

1-8-2 Check which text determination procedure is used by your sales document type.

Define and assign text determination procedures Select "Sales document header" Choose "Text procedure"

Procedure: Procedure 01

1-8-3 Expand this procedure to include your new text type ZS##.

Select text procedure 01 Choose "Texts in procedure" Add new text type to end

1-8-4 Create a new text type for the sales document item:

Define text types Select "Sales document item" Choose "Text types"

Text ID: ZS## Description: Repair text ##

1-8-5 Check which text determination procedure is used by item category TATX.

Define and assign text determination procedures Select "Sales document item" Choose "Text procedure"

Text procedure: 01

1-8-6 Add the new item text ZS## to this procedure.

Select text procedure 01 Choose "Texts in procedure" Add your new text type to the end of the list

1-9 Customer master recordCustomer T-L63A## places an order for repairing computer equipment.

Extend the customer master record with data from sales area 1000 14 00. Use the data created for sales area 1000 10 00 as your reference.

Logistics Sales and distribution Master data Business partners Sold-to party Create Create

1-9-1 Extend the relevant customer master record:

(C) SAP AG LO606 24

– Customer: T-L63A##– Sales area: 1000 14 00– Reference customer: T-L63A##– Sales area: 1000 10 00

1-9-2 Check your company structure to see which delivering plants are permitted for sales organization 1000 and distribution channel 14. Enter a valid delivering plant in the customer master record for service processing.

Customer master record: Shipping viewF4 help on the "Delivering plant" field Plant 1200

Or:IMG Enterprise Structure Maintain structure Assignment Sales and Distribution Assign plant to sales organization and distribution channel Only plant 1200 has been assigned to entry 1000 14

1-9-3 The PC technician brings all the materials he needs to repair the equipment with him and the journey is entered as a separate item in the order, so choose the Free house (FH) Incoterms in the customer master record.

Customer master record: Billing view Incoterms: FH

You have agreed on the following terms of payment with your customer for service orders:– Payment within 10 days: 2 %– Payment within 30 days: 1 %– Payment within 50 days: no discount

Payment terms

– Tax classification: 1

Tax classific.

(C) SAP AG LO606 25

1-10 Material master record: Consumable itemDuring the repair, the monitor has to be replaced (material T-ATO##). Change the material so that your service department (sales organization 1000 and distribution channel 14) can also use it. To do this, copy the values from the sales line 1000 10.

Logistics Sales and distribution Master data ProductsMaterial Trading goods Create

Material: T-ATO##Copy from material: T-ATO##

Select views for Sales Org. Data 1 and Sales Org. Data 2

Organizational levels:Sales organization: 1000Distribution channel: 14

Copy from organizational levels:Sales organization: 1000Distribution channel: 10

1-11 Material master record: Service materialT-ATP## is a service material. Change the material so that it can also be used by your service department (sales line 1000 14). Copy the values from sales line 1000 10, and change the item category group to DIEN.

Logistics Sales and distribution Master data Products Material Services Create

Material: T-ATP##Copy from material: T-ATP##

Copy data (see above) and change item category group to DIEN

(C) SAP AG LO606 26

1-12 Service orderTest your settings by processing a service order in the R/3 System.

Logistics Sales and distribution Sales Order CreateOrder type: ZS##

1-12-1 Enter a service order your customer T-L63A##. Enter sales area 1000 10 00. Does it work?

No. Message: Order type ZS## has not been defined for sales area 1000 10 00.

Why?

In Customizing, you configured the document type so that it was only valid for sales area 1000 14 00.

1-12-2 Enter a service order for customer T-L63A## but do not enter a sales area.

Customer: T-L63A##PO number: Service order ##

Sales area: 1000 14 00 (determined when you choose "Enter")

Can you enter a sales document number manually?

No

Why?

External number assignment field was not activated for sales document type ZS##.

What are the terms of delivery for the order?

Goto Header Billing or Goto Overview Sales Incoterms:FH


Payt terms: 0005

(C) SAP AG LO606 27

1-12-3 Enter a text item which documents the repair. In the Description field, enter the text "PC repairs".

Optional:Maintain the repair text ## for the item by entering the number of the PC that needs to be repaired.

Select item Choose "Details" Choose "Texts" tab page Edit "Repair text ##"

Optional:Maintain a route description at header level under text type Repair info ##.

Back Choose "Hdr" Choose "Texts" tab page Edit text type "Visit info##"

1-12-4 Was output type ZM## automatically found for the document?

Extras Output Header

No (no entry)

Why? (You can use the condition analysis for the output to see why.)

Goto Determin. analysis

The document is still incomplete. This means that requirement 002 in the output determination procedure has not been met and output type ZM## has therefore not been processed.

1-12-5 Call up the incompletion log. Assign the employee with personnel number 1701## as the PC technician responsible for the order.

Back Edit Incompletion log Complete data Enter personnel number

Note: The personnel master record for employee 1701## contains user ID Mayer-## in info category 105 "Communication".

1-12-6 Save the complete document. Check the processing status of output type ZM## in the document.

Sales document Change Extras Output Header Green traffic light = successfully processed(OR Select output Choose "Further data")

(C) SAP AG LO606 28

1-12-7 Log on as user Mayer-## and password LO606.

Call up the output, check the message and call up the document.

Office Inbox Choose "Office" Select mail message

Output contains customer and order number Choose "Execute" The system displays the document.

1-12-8 Once you have finished the repairs, you enter the service provided in the order. Your technician has installed a new monitor. Set the requested delivery date to one week from today's date.

Enter the service and the materials used in the repair in the relevant service order. Replace the text item in the order with the service material.

Material: T-ATP## (3 hours)Material: T-ATO## (1 piece)

How does the system respond?

It determines a new item category for the text item.

Not all the items or schedule lines in a sales document are needed in the delivery and billing documents. Which item and schedule line categories does the system find?

Item 10: TAD / CDItem 20: ZS## / CN

Check in Customizing which schedule lines from the sales document generate items in the delivery document. Why?

Item 10: No, schedule line category is not relevant to deliveryItem 20: Yes, schedule line category is relevant to delivery

(C) SAP AG LO606 29

1-13 DeliveryDeliver the order (shipping point: 1200). Set the selection date to a week's time.

Logistics Sales and distribution Shipping Delivery Create

Selection date: today in a week

1-13-1 Which delivery item category does the system find for the consumable item?

Delivery item category: ZS##

1-13-2 Post goods issue. Is picking necessary?

No.

Why?

Picking was de-activated for this item category.

Delivery number____________________________________________

1-14 Billing documentBill the order.

Logistics Sales and distribution Billing Billing document Create Selection date:a week from today

1-14-1 What message do you receive?

No billing documents have been created. Log: The sales document is blocked for billing.

1-14-2 Delete the billing block in the sales order.

Logistics Sales and distribution Sales Order Change

1-14-3 Bill the order now (selection date a week from today).Do both items due for billing appear in the billing document?

(C) SAP AG LO606 30

Yes

1-14-4 Is the data forwarded to Accounting?

Logistics Sales and distribution Billing Billing document ChangeChoose "Accounting"

Yes

1-14-5 Call up the document flow in Billing. Can you see the delivery?

Environment Document flow

No

1-14-6 Call up the document flow from the sales order. Is the process completed as far as sales and distribution is concerned? Why?

Yes. All the documents have status "completed". The accounting document is not cleared.

(C) SAP AG LO606 31

6.4

Scenario: Material Determination

Build and execute condition technique in material determination

Define and assign material determination procedure

Define material determination type

Define access sequences

Define condition tables

Define a reason for substitution

Create master records

Test process

Your company IDES sells computers and computer parts. Recently you have added new products to your stock.

It is your job to configure the sales and distribution model so that special customers always receive a new product when they order the old one. All other customers should continue to receive the old product until stocks run out.

Up until now, you have been using material determination with the standard Customizing settings that were delivered in your R/3 System. In this exercise, you will change material determination to meet your new requirements.

1-1 Material master record: Your monitor T-ATQ## is one of the most successful trading goods in the engineering industry and therefore, your company is constantly updating it.

1-1-1 Create a material master record for the new product T-ATR##. Use the previous model T-ATQ## as a reference. Logistics Sales and distribution Master data Products Material Trading goods Create Industry sector: M

(C) SAP AG LO606 32

Maintain the following views:

– Basic data 1 and 2 – MRP 1-4– Sales:Sales org. Data 1 and 2 – Forecasting– Sales: General/Plant data – Storage 1 and 2– Sales Text – Accounting 1 and 2

Create the material in the following organizational units:

Plant: 1200 Sales organization: 1000Storage location: 0001 Distribution channel: 10

Note: Make sure that you complete both the organizational levels and copy from fields with the information above.

Use the same organization units for your copy. Copy the data from the previous model and add or change the following fields:

– Basic data 1:Material description: NewScreen ##Old material number: ##LO606-06Net weight: 15 kgGross weight: 16 kg

– Sales 2:Pricing ref. material: M-15

– MRP 2:Issue stor. location: 0001

– Accounting 1:Standard price: 1600

1-1-2 Post 1000 pieces to the unrestricted-use stock (movement type: 561, plant: 1200, storage location: 0001).

Logistics Materials management Inventory managementGoods movement Goods receipt Other

Movement type: 561Plant: 1200Storage location: 0001

(C) SAP AG LO606 33

1-2 Condition table In the condition table, you define the fields in the sales document whose data the system should use to find a valid master record for material determination.

IMG Sales and Distribution Basic Functions Material Determination

1-2-1 Create the new condition table 6## so that you can use it for creating master records for material determination. The new condition table should allow you to create master records that are only effective for certain customers and materials. You want to be able to restrict the validity of the master records. Use condition table 002 as a reference.

Maintain prerequisites for material determination Condition tables - Create material determination

Condition table: 6##Reference condition table: 002

Description: Customer / Material ##

Double-click on the "Customer" field in the FieldCatlg column.

Note: Make sure that the material you want to enter appears as the last key field in the condition table. This means that the system checks the header fields first (for example, customer) and then the item fields in the condition table, which improves system performance.

1-2-2 When you set up the condition table, you can determine what the screen for processing master records in the new condition table looks like.

For efficient maintenance of master records, you should be able to process the customer and material numbers in separate lines.

Choose "Technical view" Activate the "Line" button for the "Customer" key field.

1-2-3 Generate the new condition table.

Note: Create the new object in the Data Dictionary for development class $TMP. It is then a local object and cannot be transported.

Choose "Generate" Development class: $TMP Choose "Local object"

(C) SAP AG LO606 34

1-2-4 What information do you receive in the log?

The log indicates that the new table was activated and that the condition record screens are ready to be generated.

The system does not generate the screens for entering condition records immediately but when you create a master record with the new key combination (= condition table) for the first time.

1-3 Access sequenceThe access sequence is the strategy used by the system to search for valid master records for a particular condition type. The access sequence contains one or more search steps (= accesses). Each access contains a condition table which determines the key fields for the search. These are the document fields that the system uses to search for valid master records.

Define a new access sequence containing three steps that the system can use to search for master records in material determination:

1. Was a master record stored for the material and the sold-to party?2. Was a master record stored for the material and the ship-to party? 3. Was a master record stored for the material that substitutes the material depending on availability?

1-3-1 Define the new access sequence.

Maintain prerequisites for material determination Maintain access sequences Choose "New entries"

AcSq (access sequence): Z0##Description: Search strategy ##

1-3-2 The material should be substituted in the first access if there is a valid master record for the customer and the entered material.

Select access sequence Z0## Choose "Accesses" Choose "New entries" AcNo field: 10 Tab field: 6##

1-3-3 Branch to the fields in the condition table entered and look at the settings.

Select Access 10 Choose "Fields"

SAVE at this point only

(C) SAP AG LO606 35

Which field in the sales document does the system use to determine the customer number?

The system checks the KUNNR field. In the order, this is the field with the sold-to party's customer number.

1-3-4 Substitution should take place in the second access if there is a valid master record for the ship-to party and entered material.

Choose "Accesses" AcNo field: 20 Tab field: 6## Select Access 20 Choose "Fields" Select KUNNR field Choose "Details" Select ship-to party (KUNWE)

1-3-5 In the third step, the system should only search for valid master records in material determination using the material entered. This is the standard setting in the R/3 System. Check the fields in the access.

Choose "Accesses" Choose "New entries" AcNo field: 30 Tab field: 001 Select Access 30 Choose "Fields"

1-3-6 Save the new access sequence and create your own change request.

Save Choose "Create request"

Short description: Access sequence group ##

Save Assign request number to your change request by choosing "Enter".

1-4 Condition type for material determinationYou can represent material determination with different search strategies. You have to create an individual condition type for each search strategy that you use in the business process.

1-4-1 Create a new condition type with the access sequence that you have just defined.

Maintain prerequisites for material determination Define type of material determination Choose "New entries"

(C) SAP AG LO606 36

CType (condition type): Z0##Name: Condition type ##

Access sequence: Z0##

1-4-2 Customize the condition type so that when you create a master record, the system automatically proposes a validity period from today to the end of the year.

Valid from: leave blankValid to: 2

1-5 Material determination procedureAll the tasks that are undertaken in the business process for material determination are anchored in a procedure for material determination. The material determination procedure contains one or more condition types and each condition type can refer to its own access sequence.

Define a new procedure.

Maintain prerequisites for material determination Maintain procedure for material determination Choose "New entries"

Proc. (material determination procedure): Z000##Description: Group procedure ##

1-5-1 Copy the condition type you defined earlier into the procedure.

Select procedure Z000## Choose "Control" New entries

Step: 10Cntr (counter): leave blankCondition type: Z0##

1-5-2 Assign the new determination procedure to sales document type ZA##.

Assign material determination to sales document types Select entry ZA## Enter procedure Z000##

(C) SAP AG LO606 37

1-6 Create reason for substitutionCreate a reason for substitution (Z## Substitution ##) for material determination, with the following characteristics: Define substitution reasons Choose "New entries"

Subst reason: Z##Description: Substitution ##

– The order confirmation should contain the material ordered by the customer. – The system should issue a warning message before it substitutes a material.– Substitution should take place automatically (i.e. without a selection screen).– The system should not generate any lower-level items in the document when it substitutes a material.

Entry field: activateWarning field: activateStrategy field: leave blankOutcome field: leave blank

1-7 Create master recordsCreate a master record for material determination.

Logistics Sales and distribution Master data Products Material Determination Create

1-7-1 T-L63B## is one of your special customers. Ensure that this customer always receives the new material in future orders, even if the sales order department enters an order for the old material by mistake. Use your substitution reason.

Material determin. type:Z0## Choose "Key combination" Select "Customer/Material ##"

Customer: T-L63B##Material: T-ATQ##Material: T-ATR##Reason: Z##

1-7-2 Ensure that this customer also always receives the new material in future orders when he or she is entered as the ship-to party in a sales process and an order is created with the old material. Use your substitution reason.

This has already been guaranteed by the first master record.

(C) SAP AG LO606 38

1-7-3 Enter another master record in which you ensure that material T-ATR## automatically replaces material T-ATQ## once the latter is no longer available. This should take place for all orders for material T-ATQ## regardless of the ordering party.

The material should only be substituted in the sales document. The subsequent delivery document should copy the details from the sales order. Choose a relevant substitution reason.

Note: The master record must contain the materials to be substituted, T-ATQ## and T-ATR##, in the correct sequence.

Material determin. type:Z0## Choose "Key combination" Select material entered

MatEntered: T-ATQ##Material: T-ATQ## (at first T-ATQ## should be delivered)Reason: 0006

Select entry Choose "Alternative materials"

Material: T-ATR## (is used once T-ATQ## is no longer available)

1-8 Create outputCreate a master record for output type BA00 Order confirmation for document type ZA##.

Logistics Sales and distribution Master data Output Sales document Create

Output type: BA00Sales document type: ZA##

Copy the default values from the output type by choosing Enter.


Maintain printer LP01 as the output device and set the number of messages to 1.

(C) SAP AG LO606 39

1-9 Create an orderTest your settings for material determination in the sales document.

1-9-1 According to the master record you have created for material determination, customer T-L63B## should always receive the new product T-ATR##. Create a standard order for customer T-L63B## and the old product T-ATQ## (10 pieces) (purchaser order number: MatDeter##01).

Logistics Sales and distribution Sales Order Create


No

Why?

The material determination procedure has been assigned to order type ZA## and not the standard order.

1-9-2 Create the same order for sales document type ZA## (purchase order number: MatDeter##02).


Yes


Select item 10 Choose "Details" Choose "Sales A" tab page

Substitution reason: Z##

Display the order confirmation on the screen. Which material is displayed in the printout?

Logistics Sales and distribution Sales Order Change Sales document Issue output to… Screen Select BA00 Choose "Execute" Choose "Execute"

Material: T-ATQ##

Why?

The "Entered" key had been activated for substitution reason Z## which controls that the material entered in the order is printed out in the order confirmation.

(C) SAP AG LO606 40

1-9-3 T-L63B## is also the ship-to party for your customer T-L63C##. Create an order for ship-to party T-L63B##.

Ship-to party: T-L63B##Sold-to party: T-L63C##Purchase order no: MatDeter##03

Activate the material determination analysis (before entering the item).

Environment Analysis Material determination On


Did the system substitute the material for the ship-to party?

Yes

Did the system display a warning message for the substitution?

Yes

Use the analysis to check your Customizing settings for material determination.

Select an entry in each list Choose "Details"

Use the analysis to check which date the system uses in the document to check the validity date of the master record?

Requested delivery date

1-9-4 Enter another order for sales document type ZA## for a normal customer.

Customer: T-L63A##PO number: MatDeter##04



Substitution reason: 0006

Display the order confirmation on the screen. Which materials are displayed in the printout?

Material: T-ATQ##Material: T-ATQ##

(C) SAP AG LO606 41

Why?

The order can be met using T-ATQ## so it is the only material delivered.

1-9-5 Check the available stock for material T-ATQ##.

Select item Environment Availability

Stock: _________________________________

Change the last order and enter a new item with a quantity that exceeds the available quantity.

Which materials and quantity does the system automatically use when substituting this material?

Material: T-ATQ##Material: T-ATR##

Check the order confirmation on the screen. Does the system display both substituted materials?

Yes

1-9-6 Post 50 pieces of material T-ATQ## to stock. (Plant: 1200; storage location: 0001; movement type: 561).

Logistics Materials management Inventory managementGoods movement Goods receipt Other

Movement type: 561Plant: 1200Storage location: 0001

Choose "Enter" Material: T-ATQ## (quantity 50)

Deliver the last order.

Logistics Sales and distribution Shipping Delivery CreateShipping point: 1200Selection date: Today's date + 1 week

Compare the quantities in the order and the delivery. Are there any differences? Why?

No because of substitution reason 0006: The system only substitutes the material in the order and not in the delivery.

(C) SAP AG LO606 42

(C) SAP AG LO606 43

6.5

Scenario: Bills of Material in Sales and Distribution

Update document type controls

Create item category groups

Create bills of material for Sales and Distribution

Create and assign item categories

Create and assign schedule line categories

Set up automatic purchase requisitions

Test the process

Your company, IDES, is a trading company that specializes in selling personal computers that have been designed to meet your customer's requirements. You obtain the components from a distributor who is in contact with producers in the Far East. The components are not ordered from the distributor until the customer has placed an order for the PC. This reduces warehouse stock and therefore, capital outlay.

So that you can order the individual components of a PC from different distributors, requirements have to be transferred to the Purchasing department at the component level. This means that one sales order could lead to several purchase orders.

However, the invoice only contains the whole item with the quantity that was delivered.

Your customers are also able to purchase individual spare parts. This means that you must still be able to price the components individually.

The delivery note and the billing document should contain both the PC and all its relevant components.

An availability check is not necessary for the order because you procure the components directly from the distributor.

You also want to determine the cost for all components for statistics and controlling purposes.

Change the settings for a bill of material (BOM) in Sales and Distribution so that it can fulfill all these requirements.

(C) SAP AG LO606 44

1-1 BOMsSave a PC package in your system as a single-level bill of material by using the materials created for you in the training system.

1-1-1 Create a BOM for material T-ATS##:

Logistics Sales and distribution Master data Products Bills of material Bill of material Material BOM Create

Material: T-ATS##Plant: 1200 DresdenBOM usage: 5 Sales and distributionValid from: Today

Enter the following BOM items with the BOM item category L (stock item):

Item 10: T-ATT## 1 pieceItem 20: T-ATU## 1 pieceItem 30: T-ATV## 4 piecesItem 40: T-ATW## 1 piece

1-1-2 Check whether the items in the BOM are relevant to sales documents.

Bill of material Material BOM Change Select items Goto Item Status/long text

How is this achieved?

The item has been given the status "relevant to sales". When you create a BOM, this status is automatically activated because the BOM has been created as a Sales and Distribution BOM. (Usage indicator: 5 Sales and distribution).

1-1-3 Which item category groups are assigned to the materials in the BOM for sales organization 1000 and distribution channel 10 in the material master?

Logistics Sales and distribution Master data Products Material Trading goods Display Choose "Sales: Sales Org. Data 2" view

T-ATS##: ERLAT-ATT##: NORMT-ATU##: NORMT-ATV##: NORM

(C) SAP AG LO606 45

T-ATW##: NORM

1-2 Create an orderCheck your new sales and distribution BOM by creating an order in the test system.

1-2-1 Create an order for the BOM you have just created.


Order type: ZA##Sales area: 1000 10 00Customer: T-L63D##PO number: BOM## - 01



Yes

1-2-2 What item categories are automatically chosen by the system for the main and sub-items?

Logistics Sales and distribution Sales Order Create Choose "Sales" tab page

Main item: TAQSub-items: TAE

1-2-3 At what level does pricing take place?

Select item Choose "Pricing"

Pricing occurs at the main item, not at the sub-item level.

Where is this controlled in Customizing?

IMG Sales and Distribution Sales Sales Documents Sales Document Item Define item categoriesSelect TAQ/TAE Choose "Details"

– TAQ is relevant to pricing– TAE is not relevant to pricing

(C) SAP AG LO606 46

1-2-4 Which items will appear in the billing document and why?

IMG Sales and Distribution Sales Sales Documents Sales Document Item Define item categoriesSelect TAQ/TAE Choose "Details"

Only the main item.Only item category TAQ is relevant to billing.

1-2-5 Which schedule line categories does the system find for the main and sub-items?

Logistics Sales and distribution Sales Order Change Select item Choose "Sched. lines"

Main item: CNSub-item:CT

1-3 Sales document typeAlthough you are using Sales and Distribution BOMs in sales document type ZA##, the rest of sales processing in your company is the same as that in the R/3 Standard System. Therefore, deliveries are created for delivery type LF and billing documents with billing document type F2.

1-3-1 Check whether the correct default values have been activated in your sales document type and if necessary, change any settings.

IMG Sales and Distribution Sales Sales Documents Sales Document Header Define sales document types Select ZA## Choose "Details"

Delivery type: LFOrder-related billing document type: F2Delivery-related billing document type: F2

1-3-2 The items in the sales document should be numbered in 100s. If you explode a BOM, the sub-items should be numbered in 10s. Configure your sales document type accordingly.

Item no. increment: 100Sub-item increment: 10

(C) SAP AG LO606 47

1-4 Item category in the sales orderYou are using the settings already defined in Customizing for the SAP R/3 Standard System for your BOM settings. Therefore, copy the item categories from the standard system.

You want the following to take place in your BOMs: – Pricing should be calculated for the whole package.– The delivery note should contain all the items in the package.– The invoice should contain the main item and its components with the quantities that were actually delivered.– The whole BOM should be exploded in the sales document.

1-4-1 The settings that you configure in the main item are valid for the whole package.

Create a new item category ZH## with description Package##-MI by copying item category TAQ.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Define item categories Select TAQ Choose "Copy"

Name: ZH##Description: Package##-MI

1-4-2 If necessary, change the item category ZH## to meet your needs. Note the Pricing, Relev. for billing, Sched. line allowed, Structure scope, Application and Determine cost fields.

Pricing: X Standard pricingRelev. for billing: A Relevant for delivery-related billingSched. line allowed: activatedDetermine cost: activated Structure scope: A Explode single-level bill of materialApplication: SD01 Sales and Distribution

1-4-3 The settings at the sub-item level control all of the tasks that you want to implement separately for each item.

Create a new item category ZU## with description Package##-SI by copying item category TAE.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Define item categories Select TAE Choose "Copy"

Name: ZU##Description: Package##-SI

(C) SAP AG LO606 48

1-4-4 If necessary, change item category ZU## so that it meets your requirements. Note the Pricing, Relevant for billing, Schedule lines allowed, Structure scope, Application and Determine cost fields.

Pricing: Empty (no pricing)Relev. for billing: A relevant for delivery-related billingSched. line allowed: ActivatedDetermine cost: ActivatedStructure scope: Empty (do not explode material structure) Application: Empty

1-4-5 If you want to sell the computer parts separately, there should be a separate item category in the sales document.

Create a new item category ZN## with description PC parts## by copying TAN.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Define item categories Select TAN Choose "Copy"

Name: ZN##Description: PC parts##

1-4-6 If necessary, change item category ZN## to meet your requirements. Note the Pricing, Relevant for billing, Schedule lines allowed, Structure scope, Application and Determine cost fields.

Pricing: X Standard pricingRelev. for billing: A Relevant for delivery-related billingSched. line allowed: ActivatedDetermine cost: ActivatedStructure scope: Empty (do not explode bill of material structure) Application: Empty

1-5 Define item category groupTo be able to use the controls that have been defined for BOMs in the standard system, you decide to create a third, independent control.

1-5-1 Define the new item category group Z0## with description MTPOS Group##.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Define item category group Choose "New entries"Item category group: Z0##

(C) SAP AG LO606 49

Description: MTPOS Group##

1-5-2 Change the item category group of your BOM product T-ATS## to Z0##.

Logistics Sales and distribution Master data Products Materials Trading goods Change Choose "Sales: Sales Org. Data 2" view

Sales Org: 1000Distribution channel: 10Item category group: Z0##

1-6 Assign item categoriesThe new item categories should be used in the sales document type ZA##.

1-6-2 Configure the settings so that the system finds the new item category ZH## Package##-MI for the main item of the BOM.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Assign item categories Choose "New entries"

Sales doc. type: ZA## Item cat. group: Z0##Item usage: emptyItemCat-HghLvItem: emptyItem category: ZH##

1-6-2 Configure the settings so that the system finds the new item category ZU## Package##-SI for the sub-items in the BOM.

IMG Sales and Distribution Sales Sales Documents Sales Document Item Assign item categories Choose "New entries"

Sales doc. type: ZA## Item cat. group: NORMItem usage: emptyItemCat-HghLvItem: ZH##Item category: ZU##

1-6-3 Configure the settings so that when you sell individual computer parts, the system finds the new item category ZN## PC parts## and no other alternatives are

(C) SAP AG LO606 50

possible.


Sales doc. type: ZA## Item category group: NORMItem category: emptyItemCat-HghLvItem: emptyItem category: ZN## (overwrite TAN)

Choose "Details" Delete all alternative item categories

1-7 Schedule line categoryThe components should be automatically ordered from the distributor when the sales order has been saved. Two schedule line categories have been created in the training system for your group.

IMG Sales and Distribution Sales Sales Documents Schedule lines Define schedule line categories Select any schedule line category Choose "Details"

1-7-1 Which setting in the schedule line category ensures that a delivery item is created from the schedule line?

The "Item relevant for delivery" indicator has to be activated.

1-7-2 Which setting in the schedule line category ensures that goods issue is posted to inventory management?

The movement type

1-7-3 Schedule line category ZH with description HP-606 has been created to control the main item. Check the following fields in Customizing:

Item rel.f.dlv: activatedMovement type: emptyTransfer of requirements: emptyAvailability check: empty

1-7-4 Schedule line ZU purchase order has been created to control the lower-level items. Check the following fields in Customizing:

Item rel. f. dlv: activatedMovement type: 601

(C) SAP AG LO606 51

Transfer of requirements: emptyAvailability check: empty

1-7-5 If an order is placed for a PC, you want purchase requisition creation to take place automatically for the components.

All the necessary information is contained in the schedule lines in the sales order. Important control parameters were already determined for purchase requisition creation when you defined the schedule line category in the sales order. Check the following entries in the schedule line category for the sub-items in the BOM:

Purchase order type:NBP.req.del.sched: activatedItem category: 0 Normal (purchase requisition)Acct. assigt cat.: E Customer individual requirements

1-8 Assign schedule line category

1-8-1 Which MRP type was assigned to each material in the BOM for plant 1200 in the material master record?

Logistics Sales and distribution Master data Products Materials Trading goods Display View: MRP 1

T-ATS##: NDT-ATT##: PDT-ATU##: PDT-ATV##: PDT-ATW##: PD

1-8-2 Configure your settings so that the system finds schedule line category ZH HP-606 for the main item in the BOM.

IMG Sales and Distribution Sales Sales Documents Schedule lines Assign schedule lines Choose "Position"

Item category: ZH##MRP type: NDSchedLineCat: Change to ZH

1-8-3 Configure your settings so that the system finds schedule line category ZU purchase order for the sub-items in the BOM.

(C) SAP AG LO606 52

Item category: ZU##MRP type: PDSchedLineCat: Change to ZU

1-8-4 Configure the settings so that the system finds the schedule line category ZU purchase order for items in category ZN##.

Item category: ZN## MRP type: PDSchedLineCat: Change to ZU

1-9 Item category in the deliveryBecause the PC to be delivered to the customer consists of individual components, which have all been ordered, you decide that the system should pick the goods at component level.

IMG Sales and Distribution Shipping Deliveries Define item categories for deliveries

1-9-1 Ensure that the components in the BOM have to be picked by configuring delivery item category ZU## so that it is the same as delivery item category TAN.

Mat. no. 0 allowed: Activate Check quantity 0: A Note about the situation Check minimum quantity: A Note about the situation Relevant for picking: Activate StLocation required: Activate Determine StLocation: Activate AutoBatchDeterm.: Activate

1-9-2 Ensure that the main item in the BOM is not picked.

Relevant for picking: Deactivate

1-9-3 How does delivery item category ZN## respond with regard to picking? Check and if necessary, change the settings.

If you sell spare parts, they don't need to be picked either. As item category ZN## was created by copying TAN, you do not need to change the settings for picking for this delivery item category.

(C) SAP AG LO606 53

1-10 Create an orderTest your BOM in a sales order.

1-10-1 Create an order.


Document type: ZA##Sales area: 1000 10 00Customer: T-L63D##PO number: BOM## - 02Requested dlv. date: in two weeks



Yes

1-10-2 Which item numbers does the system give the BOM?

1st item: 1002nd item: 1103rd item: 1204th item: 1305th item: 140

1-10-3 Does the system automatically use your item categories for the main and sub-items?

Logistics Sales and distribution Sales Order Change Choose "Sales" tab page

Main item: ZH##Sub-items: ZU##

1-10-4 Does the system automatically use your schedule line categories?

Logistics Sales and distribution Sales Order Change Select item Choose "Sched. lines"

Schedule line category for main item: ZHSchedule line category for sub-item: ZU

(C) SAP AG LO606 54

1-10-5 Check whether the system automatically generates a purchase requisition when you save the document.

Logistics Materials management Purchasing Requisition Display

Yes

1-10-6 Check whether the settings in schedule line category ZU are automatically transferred to the purchase requisition.

Document type: NBItem category: empty (corresponds to entry 0 in schedule line category)Account assignment category: E

1-10-7 Your customer adds two more monitors to the orginal order. Change the order an enter an item with material T-ATW##. What is the item number of this item?

Logistics Sales and distribution Sales Order Change

Material:T-ATW## (2 pieces)

Number: 200

1-10-8 Which item and schedule line categories does the system use for the new item?

Item category: ZN## PC parts ##

Choose "Procurement" tab page

Schedule line category: ZU purchase order

1-10-9 Did the system calculate a price for this material and if so, why?


Yes. Item category ZN## is priced by the system.

1-10-10 You can call up the purchase requisition directly from the sales document and edit it there. Branch to the purchase requisition from the order.

Select item Choose "Sched. lines"Select schedule line Choose "Details" Choose "Procurement" tab pageChoose "Edit"

(C) SAP AG LO606 55

1-10-11 Deliver the order. Does the system explode the BOM in the delivery note?

Yes

Pick the delivery by creating a transfer order (warehouse number: 012). Post goods issue.

Logistics Sales and distribution Shipping Delivery Create Delivery Save and subseq. functions Transfer order

Whse number: 012Foreground/background: HAdopt picked quantity: 2

1-10-12 Bill the delivery. Does the system explode the BOM in the billing document?

Logistics Sales and distribution Billing Billing document Create Choose "Execute"

Yes

Do the prices appear in the billing document?


Main item: NoSub-item: Yes

(C) SAP AG LO606 56

7

SAP AG 1999

Appendix

This section contains supplementarymaterial to be used for reference

This material is not part of the standard course

Therefore, the instructor might not cover this during the course presentation

(C) SAP AG LO606 1

7.2Data Used in the Exercises

To get the maximum benefit from the exercises, we recommend that you only use the data below:

Master data

Training system

Comments IDES Data

Scenario

Customer Search term

MA## MA## One-time customer 100016 Sales to employees

T-L63A## ##LO606-01 Normal customer 2006 Service order /Material determination

T-L63B## ##LO606-02 Special customer 2007 Material determination

T-L63C## ##LO606-03 Additional ship-to party: T-L63B##

2006 Material determination

T-L63D## ##LO606-04 2006 Bill of material

Material Old material no.

(Trading goods (HAWA)/ Branch: M)

T-ATM## ##LO606-01 M-11 Sales to employees

T-ATN## ##LO606-02 M-12 Sales to employees

T-ATO## ##LO606-03 M-10 Service order

T-ATP## ##LO606-04 Service material I-1000 Service order

T-ATQ## ##LO606-05 Preceding model; Availability: 02

M-15 Material determination

T-ATR## ##LO606-06 Subsequent model M-15 Material determination

T-ATS## ##LO606-07 PC main item R-1001 Bill of material

T-ATT## ##LO606-08 Component: basic equipment

R-1170 Bill of material

T-ATU## ##LO606-09 Component: processor M-13 Bill of material

T-ATV## ##LO606-10 Component: main memory

M-14 Bill of material

T-ATW## ##LO606-11 Component: monitor M-15 Bill of material

Personnel

(C) SAP AG LO606 2

1701## Employee 1 1701 Service order

(C) SAP AG LO606 3

lo606 sales support

Documents

tc sales

sales order4

tc lo606 sales support

registered trademarks

registered trademarks

service orders order

mergeformat notes

mergeformat trademarkssap