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TSCM60_1

SAP ERP Salesand

Distribution I -Part 1

Publication ID:



Course Overview

Unit 1: Enterprise Structures in Sales and DistributionUnit 2: Overview of Sales Processes

Unit 3: Master Data in Sales and Distribution

Unit 4: Automatic Data Determination and Shipment Scheduling

Unit 5: Collective Processing in Sales and Distribution

Unit 6: Availability Check

Unit 7: Sales Documents - Basic Technical Background

Unit 8: Special Processes in Sales and Distribution

Unit 9: Complaints Processing

Unit 10: Lists and Analytics for Sales and Distribution Processes



Unit 11: Enterprise Structures in Sales and Distribution

Unit 12: Sales Order Processing




Lesson 1: Using Enterprise Structures for Sales and Distribution in SAP ERP

Lesson 2: Demonstrating the Use of SAP ERP Enterprise Structures



Lesson 1: Using Enterprise Structures for Sales andDistribution in SAP ERP

Lesson ObjectivesAfter completing this lesson, you will be able to:

● Explain enterprise structures for sales and distribution processing in SAP ERP

TSCM60_1 Unit 1 Lesson 1



TSCM60_1 Figure 1: Organizational Units in Sales andDistribution

Unit 1 Lesson 1



TSCM60_1 Figure 2: Organizational Unit - Company Code Unit 1 Lesson 1



TSCM60_1 Figure 3: Organizational Unit - Sales Organization Unit 1 Lesson 1



TSCM60_1 Figure 4: Organizational Unit - DistributionChannel

Unit 1 Lesson 1



TSCM60_1 Figure 5: Organizational Unit - Division Unit 1 Lesson 1



TSCM60_1 Figure 6: Organizational Unit - Sales Area Unit 1 Lesson 1



TSCM60_1 Figure 7: Organizational Units - Plant and StorageLocation

Unit 1 Lesson 1



TSCM60_1 Figure 8: Organizational Unit - Shipping Point Unit 1 Lesson 1



Exercise 1: Explain Organizational Structures

.If you want to execute certain tasks within sales and distribution processes, you have toknow about the relevant organizational structures. Some of these elements are usedwithin sales and distribution processes only; others are also relevant to other processesand applications.

Name organizational units in Sales and Distribution.

TSCM60_1 Unit 1 Exercise 1




.Which organizational unit can you use in the system to represent a sales facility or a sales subsidiary?





.Which organizational unit can you use in the system to represent a means to ship goods to thecustomer (for example, factory sales, wholesale trade, or retail trade)?





.Which organizational unit can you use in the system to represent different product lines and to groupmaterials (for example, vehicles, accessories, or spare parts)?





.Which organizational unit can you use in the system to organize and process outbound deliveries atdifferent locations (for example, loading ramp or rail depot)?




Exercise 1: Explain Organizational Structures.Identify overall organizational units.




Exercise 1: Explain Organizational Structures.A corporate group can be divided up into several companies or subsidiaries. Which organizational unitcan you use in financial accounting to represent a legal entity and an independent accounting unit inthe system?




Exercise 1: Explain Organizational Structures.In a company, you can manufacture and store materials in different places. Which organizational unitcan you use in the system to represent a production facility or a distribution center?




Exercise 1: Explain Organizational Structures.Within a plant, material storage can be divided up according to various locations or rooms. Whichorganizational unit can you use in the system to represent such a location or room?




Exercise 1: Explain Organizational Structures.Assignments of organizational units.




Exercise 1: Explain Organizational Structures.Which organizational units does a sales area consist of?




Exercise 1: Explain Organizational Structures.Determine whether this statement is true or false.

"A distribution channel can be assigned to multiple salesorganizations. "





"Multiple distribution channels can be assigned to a salesorganization. "


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Exercise 1: Explain Organizational Structures.To which organizational unit is a sales organization assigned in order to represent the connection ofsales and distribution processes to financial accounting?


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"A sales organization can be assigned to multiple companycodes. "


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"Multiple delivering plants can be assigned to a salesorganization. "


TSCM60 1 Unit 1 Exercise 1



Exercise 1: Explain Organizational Structures.To which organizational unit do you assign a shipping point?






"A shipping point can be assigned to multiple plants. "





Exercise 1: Explain Organizational Structures.To which organizational unit are storage locations assigned?





Exercise 1: Explain Organizational Structures.


TSCM60 1 Unit 1 Solution 1



Solution 1: Explain Organizational Structures.If you want to execute certain tasks within sales and distribution processes, you have toknow about the relevant organizational structures. Some of these elements are usedwithin sales and distribution processes only; others are also relevant to other processesand applications.

Name organizational units in Sales and Distribution.

TSCM60_1 Unit 1 Solution 1




Solution 1: Explain Organizational Structures.Which organizational unit can you use in the system to represent a sales facility or a sales subsidiary?.Sales organization

_




Solution 1: Explain Organizational Structures.Which organizational unit can you use in the system to represent a means to ship goods to thecustomer (for example, factory sales, wholesale trade, or retail trade)?.Distribution channel




Solution 1: Explain Organizational Structures.Which organizational unit can you use in the system to represent different product lines and to groupmaterials (for example, vehicles, accessories, or spare parts)?.Division




Solution 1: Explain Organizational Structures.Which organizational unit can you use in the system to organize and process outbound deliveries atdifferent locations (for example, loading ramp or rail depot)?.Shipping point




Solution 1: Explain Organizational Structures.Identify overall organizational units.




Solution 1: Explain Organizational Structures.A corporate group can be divided up into several companies or subsidiaries. Which organizational unitcan you use in financial accounting to represent a legal entity and an independent accounting unit inthe system?.Company code




Solution 1: Explain Organizational Structures.In a company, you can manufacture and store materials in different places. Which organizational unitcan you use in the system to represent a production facility or a distribution center?.Plant




Solution 1: Explain Organizational Structures.Within a plant, material storage can be divided up according to various locations or rooms. Whichorganizational unit can you use in the system to represent such a location or room?.Storage location




Solution 1: Explain Organizational Structures.Assignments of organizational units.




Solution 1: Explain Organizational Structures.Which organizational units does a sales area consist of?.A sales area consists of one sales organization, one distribution channel, and one division.



Solution 1: Explain Organizational Structures.To which organizational unit is a sales organization assigned in order to represent the connection ofsales and distribution processes to financial accounting?.The sales organization is assigned to a company code.




Solution 1: Explain Organizational Structures.Determine whether this statement is true or false.

"A sales organization can be assigned to multiple companycodes. "

False





"Multiple delivering plants can be assigned to a salesorganization. "

True




Solution 1: Explain Organizational Structures.To which organizational unit do you assign a shipping point?.The shipping point is assigned to a plant.





"A shipping point can be assigned to multiple plants. "True




Solution 1: Explain Organizational Structures.To which organizational unit are storage locations assigned?.Storage locations are assigned to the plant.




Solution 1: Explain Organizational Structures.

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SummaryYou should now be able to:

● Explain enterprise structures for sales and distribution processing in SAP ERP




Lesson 2: Demonstrating the Use of SAP ERP EnterpriseStructures


● Use an example company to demonstrate the use of SAP ERP enterprise structures for

sales and distribution

TSCM60_1 Figure 9: Sample Company - Subsidiaries andSales Organizations

Unit 1 Lesson 2



TSCM60_1 Figure 10: Sample Company - Sales Areas Unit 1 Lesson 2



TSCM60_1 Figure 11: Sample Company - Distribution Unit 1 Lesson 2



Exercise 2: Check the Organizational Structures for Sales andDistribution of an Example Company.The example company is a globally operating group. It sells materials belonging todifferent product lines (for example, motorcycles and spare parts). These materials aredistributed by several sales facilities using multiple distribution channels.

Organizational structures in the training system

1. In the system, each sales document has to be assigned to exactly one salesorganization. Check which sales organizations exist and make a note of threeexamples whose names include USA .

Hint:You can get a list of the sales organizations in the transaction for creating salesorders. The transaction can be found using the following menu path: Logistics >Sales and Distribution > Sales > Order > Create.

____________________________________________




Exercise 2: Check the Organizational Structures for Sales andDistribution of an Example Company

.________________________________________________________________________________________

2. Now check which distribution channels are assigned to sales organization 1000.Write down three examples.

Hint:You can check this on the entry screen of the transaction for creating salesorders too.

____________________________________________

________________________________________________________________________________________




Exercise 2: Check the Organizational Structures for Sales andDistribution of an Example Company

.3. Now check which divisions exist for sales organization 1000 and for distribution

channel 12. Write down three examples.

Hint:Use the entry screen of the transaction for creating of sales orders again.

____________________________________________________________________________________________________________________________________




Solution 2: Check the Organizational Structures for Sales andDistribution of an Example Company

.The example company is a globally operating group. It sells materials belonging todifferent product lines (for example, motorcycles and spare parts). These materials aredistributed by several sales facilities using multiple distribution channels.

Organizational structures in the training system

1. In the system, each sales document has to be assigned to exactly one salesorganization. Check which sales organizations exist and make a note of threeexamples whose names include USA .

Hint:You can get a list of the sales organizations in the transaction for creating salesorders. The transaction can be found using the following menu path: Logistics >Sales and Distribution > Sales > Order > Create.

____________________________________________





.________________________________________________________________________________________

a) On the SAP Easy Access screen, choose Logistics > Sales and Distribution >Sales > Order > Create .

b) Place the cursor on the input field for the sales organization and display thepossible values using the F4 help.

c) Some examples of sales organizations in the USA are:

Sales organization Text

3000 USA Philadelphia3020 USA DenverR300 Retail USA





.Sales organization Text

S300 Services USA

2. Now check which distribution channels are assigned to sales organization 1000.Write down three examples.

Hint:You can check this on the entry screen of the transaction for creating salesorders too.

____________________________________________________________________________________________________________________________________





.a) On the SAP Easy Access screen, choose Logistics > Sales and Distribution >

Sales > Order > Create .

b) Enter sales organization 1000 in the corresponding field.

c) Place the cursor on the input field for the distribution channel and display the

possible values using the F4 help.

d) Valid values for distribution channels that are assigned to sales organization1000:

Distribution channel Text

01 Direct sales

10 Final customer sales12 Sold for resale





.Distribution channel Text

14 Service16 Factory sales

3. Now check which divisions exist for sales organization 1000 and for distributionchannel 12. Write down three examples.

Hint:Use the entry screen of the transaction for creating of sales orders again.

____________________________________________________________________________________________________________________________________





.a) On the SAP Easy Access screen, choose Logistics > Sales and Distribution >


b) Enter sales organization 1000 and distribution channel 12 on the entry screen.

c) Place the cursor on the input field for the division and display the possible

values using the F4 help.

d) Some examples of divisions assigned to sales organization 1000 anddistribution channel 12:

Division Text

00 Cross-division

02 Motorcycles04 Lighting





.Division Text

07 High tech08 Service10 Vehicles

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● Use an example company to demonstrate the use of SAP ERP enterprisestructures for sales and distribution

Unit 2: Overview of Sales Processes



Lesson 1: Executing Sales and Distribution Processes

Lesson 2: Processing Sales Documents

Lesson 3: Processing Outbound Deliveries

Lesson 4: Shipping Goods

Lesson 5: Processing Billing Documents



TSCM60_1 Figure 12: Presales Activities Unit 2 Lesson 1



TSCM60_1 Figure 13: Sales Order Processing Unit 2 Lesson 1



TSCM60_1 Figure 14: Procurement Unit 2 Lesson 1



TSCM60_1 Figure 15: Shipping Unit 2 Lesson 1



TSCM60_1 Figure 17: Payment Unit 2 Lesson 1



TSCM60_1 Figure 18: Process overview Unit 2 Lesson 1



Procedure: To execute sales and distribution processes




Procedure: To execute sales and distribution processesTo execute a sales and distribution process from the sales order to the billing document,

you could perform the following steps:1. Create the sales order using transaction VA01.

2. Create the outbound delivery with reference to the sales order using transactionVL01N.

3. Create the transfer order using transaction LT03.

4. Post the goods issue for the outbound delivery using transaction VL02N.

5. Create the billing document using transaction VF01.

Note:

The transactions mentioned are only examples. The system offers many more transactions tocreate the particular documents within a sales and distribution process (for example,collective processing).

TSCM60_1 Figure 19: Document Flow in the System Unit 2 Lesson 1



TSCM60_1 Figure 20: Document Flow at Item Level Unit 2 Lesson 1



Procedure: To use the document flow to monitor a sales and




distribution process

To view the document flow of a particular sales and distribution process, you can startfrom any document. If you start with the sales order, you can perform the following steps:

1. Start the transaction to display (VA03) or change (VA02) the sales order.

2. Enter the order number in the corresponding field.

3. Call the document flow by choosing Environment > Display document flow .

The way to display the document flow from the other documents (for example, thedelivery or billing document) is very similar.

Summary

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yYou should now be able to:

● Explain the sales and distribution process flow● Explain the usage of the document flow within sales and distribution processes

Lesson 2: Processing Sales Documents




g


● Create a sales order

● Display a sales order

TSCM60_1 Figure 21: Creating an Order Unit 2 Lesson 2



Exercise 3: Create a sales order




.In many cases, the sales process begins with the customer ordering materials from youand telling you his requested delivery date. Using this information, you can enter a salesorder.

1. Create a standard order using the following information:

Field name Value

Order Type ORSales Organization 1000Distribution Channel 12Division 00Sold-To Party T-S50A##

Purchase Order Number 4-2##Requested Delivery Date in 10 days

Exercise 3: Create a sales order




.Save the order and write down the document number.____________________________________________



Solution 3: Create a sales order




.Save the order and write down the document number.____________________________________________

a) On the SAP Easy Access screen, choose Logistics > Sales and Distribution >Sales > Order > Create .

b) Enter the values for the order type, sales organization, distribution channel,

and division on the initial screen of the transaction.c) Press ENTER to navigate to the order details.

d) Enter the sold-to party, purchase order number, and requested delivery dateon the overview screen.

e) Press ENTER to confirm your entries.

f) Enter the material data.

Solution 3: Create a sales order




. g) Press ENTER to confirm your entries.

h) Choose Sales document > Save . The document number is assigned internallyby the system.

i) Close the transaction and return to the SAP Easy Access menu.

TSCM60_1 Figure 22: Sales Document Structure Unit 2 Lesson 2



Exercise 4: Display a sales order




.____________________________________________

5. What is the overall processing status for the sales order?____________________________________________

Solution 4: Display a sales order




.Display an existing sales order to familiarize yourself with the structure of a salesdocument.

1. Display the sales order you entered previously. Write down the payment terms ofthe sales order header.____________________________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Order > Display .

b) On the initial screen of the transaction, enter the number of the sales order youcreated previously.

c) Press ENTER.

d) The value of the payment terms is ZB 1 . You can find it on the Sales tab page.

2. From which plant will item 10 be delivered?____________________________________________





.a) You can find the corresponding plant on the right-hand side of the Sales tab

page, or on the Procurement tab page. The plant for item 10 is 1 .

3. What is the net price for item 10 and item 20?

Item Net price

10

20

a) You can find the net price per item by scrolling to the right on the Sales tabpage.

4. What is the delivery date in the schedule line for item 10?____________________________________________

a) Double-click on item 10 to reach the item details.





.b) On the Schedule lines tab page, you can find the delivery date for the schedule

line. It corresponds to the requested delivery date of the order, which is in 1days .

5. What is the overall processing status for the sales order?____________________________________________

a) Position the cursor on a header field of the sales order, for example, the ordernumber.

b) Choose Environment > Display document flow .

c) The status of the sales order is open , since no follow-up document has beencreated so far.

SummaryY h ld b bl t

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You should now be able to:

● Create a sales order● Display a sales order



TSCM60_1 Figure 23: Creating an Outbound Delivery Unit 2 Lesson 3



TSCM60_1 Figure 24: Structure of Delivery Documents Unit 2 Lesson 3



Exercise 5: Create an outbound delivery




.Outbound deliveries are the basic documents for planning and executing the variousshipping activities within sales and distribution processes. You will now create anoutbound delivery with reference to an existing sales order.

1. Create an outbound delivery with reference to a sales order using the followinginformation:Field Name Value

Shipping point Z0##Selection date in 20 daysOrder Order that you used in the previous

exercise

2. Switch to the Picking tab page and record the delivery quantity and pickingquantity for the two items.

Exercise 5: Create an outbound delivery




.Item Delivery quantity Picked quantity

10

20

3. Save the outbound delivery and record the document number.____________________________________________

4. What is the overall processing status for the sales order?

Hint:You will find the overall processing status in the outbound delivery documentflow.

____________________________________________

5. What is the overall processing status of the outbound delivery?

Exercise 5: Create an outbound delivery.




.____________________________________________

6. Before the materials leave the plant and the goods issue is posted, display thestock situation for material T-AS1## in plant 1000.

Hint:Open a new session to trace the stocks during the next exercises.

Record how many pieces are in unrestricted use.____________________________________________

Solution 5: Create an outbound delivery.




.Outbound deliveries are the basic documents for planning and executing the variousshipping activities within sales and distribution processes. You will now create anoutbound delivery with reference to an existing sales order.

1. Create an outbound delivery with reference to a sales order using the followinginformation:

Field Name Value

Shipping point Z0##Selection date in 20 daysOrder Order that you used in the previous

exercise

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Outbound Delivery > Create > Single Document >With Reference to Sales Order .





b) Enter the shipping point, the selection date, and the order number on the initialscreen of the transaction.

c) Press ENTER to navigate to the document.

2. Switch to the Picking tab page and record the delivery quantity and pickingquantity for the two items.

Item Delivery quantity Picked quantity

10

20

a) Select the Picking tab page. The correct values are:

3. Save the outbound delivery and record the document number.____________________________________________



5. What is the overall processing status of the outbound delivery?____________________________________________

a) You can also see the status of the outbound delivery within the document flow.The status of the delivery is open .

6. Before the materials leave the plant and the goods issue is posted, display thestock situation for material T-AS1## in plant 1000.

Hint:Open a new session to trace the stocks during the next exercises.

Record how many pieces are in unrestricted use.____________________________________________

a) Start a new session.





b) From the SAP Easy Access menu, choose Logistics > Materials Management >Inventory Management > Environment > Stock > Stock Overview .

c) Enter the selection criteria and choose Execute or press F8 .

d) There are 1 pieces in unrestricted use in plant 1000.


TSCM60_1



●

Create an outbound delivery

Lesson 4: Shipping Goods

Lesson Objectives





● Pick goods

● Post goods issue

TSCM60_1 Figure 25: Picking Unit 2 Lesson 4



Exercise 6: Pick goods.B f h d i h di i l h b i k d f




Before you can post the goods issue, the corresponding materials have to be picked fromthe warehouse. You now create a transfer order to realize the picking in SAP ERP.

1. Create a transfer order for an outbound delivery using the following information:Field Name Value

Warehouse Number 010Delivery Delivery that you created in the

preceding exerciseForeground/Background Background

Record the transfer order number.____________________________________________

2. Display the outbound delivery and check the picked quantities.

Exercise 6: Pick goods.




Item Picked quantity

10

20

Solution 6: Pick goods.B f t th g d i th di g t i l h t b i k d f




Before you can post the goods issue, the corresponding materials have to be picked from

the warehouse. You now create a transfer order to realize the picking in SAP ERP.

1. Create a transfer order for an outbound delivery using the following information:

Field Name Value

Warehouse Number 010Delivery Delivery that you created in the

preceding exerciseForeground/Background Background

Record the transfer order number.____________________________________________

Solution 6: Pick goods.

a) From the SAP Easy Access menu choose Logistics > Sales and Distribution >




a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >

Shipping and Transportation > Picking > Create Transfer Order > SingleDocument .

b) Enter the field values listed above and press ENTER.

c) The transfer order is created and the document number is displayed at thebottom of the screen.

2. Display the outbound delivery and check the picked quantities.

Item Picked quantity

10

20

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Outbound Delivery > Display .

Solution 6: Pick goods.

b) Select the Picking tab page The picked quantities are:




b) Select the Picking tab page. The picked quantities are:

Item Picked quantity10 1020 20

TSCM60_1 Figure 26: Posting Goods Issue Unit 2 Lesson 4



Exercise 7: Post goods issue.You post the goods issue to document that the material has left the plant and to update




You post the goods issue to document that the material has left the plant and to update

the stock and corresponding values.

1. Post the goods issue for the outbound delivery that you used in the precedingexercise.

2. Once the materials have left the plant and the goods issue has been posted,display the stocks for material T-AS1## in plant 1000 again.

Hint:Switch to your second session where the stock overview is still open, and chooseRefresh . If you have closed the second session, choose Logistics > MaterialsManagement > Inventory Management > Environment > Stock > Stock Overview .

Record how many pieces are still available for unrestricted use.____________________________________________

Exercise 7: Post goods issue.

3. What is the overall processing status for the outbound delivery?




3. What is the overall processing status for the outbound delivery?

____________________________________________

4. Which documents assigned to the outbound delivery can you see in the documentflow?________________________________________________________________________________________

5. Why is the status of the outbound delivery still Being processed ?________________________________________________________________________________________

Solution 7: Post goods issue.You post the goods issue to document that the material has left the plant and to update




You post the goods issue to document that the material has left the plant and to update

the stock and corresponding values.1. Post the goods issue for the outbound delivery that you used in the preceding

exercise.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Post Goods Issue > Outbound Delivery Single

Document .b) Enter the number of the relevant outbound delivery and choose Post Goods

Issue .

2. Once the materials have left the plant and the goods issue has been posted,display the stocks for material T-AS1## in plant 1000 again.



Solution 7: Post goods issue.

b) Enter the number of the outbound delivery.




) y

c) Choose Environment > Document Flow . The status of the outbound delivery isBeing processed .

4. Which documents assigned to the outbound delivery can you see in the documentflow?________________________________________________________________________________________

a) You will find the transfer order for picking and the material document of thegoods issue listed in the document flow.

5. Why is the status of the outbound delivery still Being processed ?________________________________________________________________________________________

Solution 7: Post goods issue.

a) The subsequent billing document has not yet been created for the outbound




delivery. Where the processes are relevant for billing, the document retains thestatus In process until the billing document is created.


● Pick goods

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● Pick goods

● Post goods issue

Lesson 5: Processing Billing Documents

Lesson Objectives




After completing this lesson, you will be able to:

● Create a billing document

● Post an incoming payment

TSCM60_1 Figure 27: Creating a Billing Document Unit 2 Lesson 5



TSCM60_1 Figure 28: Billing Document Structure Unit 2 Lesson 5



TSCM60_1 Figure 29: Effects of Billing Document Unit 2 Lesson 5



Exercise 8: Create a billing document.You create a billing document with reference to an outbound delivery to invoice the




relevant amounts to the customer.1. Create the billing document for the outbound delivery from the previous task.

Write down the document number. ____________________________________________

2. In the billing document header, check to which company code the data has beenposted in Financial Accounting.

____________________________________________3. Display the accounting document for the billing document, and write down the

accounts to which postings have been made.________________________________________________________________________________________

____________________________________________

Exercise 8: Create a billing document.

4. Display the document flow for the billing document. What is the overall processing




status for the outbound delivery?____________________________________________

5. What is the overall processing status for the accounting document?____________________________________________

Solution 8: Create a billing document.You create a billing document with reference to an outbound delivery to invoice the




relevant amounts to the customer.1. Create the billing document for the outbound delivery from the previous task.

Write down the document number. ____________________________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Billing > Billing Document > Create .

b) Enter the number of the outbound delivery in the Document field (the systemmay propose the number automatically) and choose Billing Document > Save .

c) The document number is assigned internally by the system and displayed atthe bottom of the screen.

2. In the billing document header, check to which company code the data has beenposted in Financial Accounting.____________________________________________

Solution 8: Create a billing document.





Billing > Billing Document > Display .b) Enter the number of the billing document in the corresponding field and press

ENTER.

c) Choose Goto > Header > Header .

d) The corresponding company code 1 is displayed on the tab page.

3. Display the accounting document for the billing document, and write down theaccounts to which postings have been made.________________________________________________________________________________________

____________________________________________a) From the billing document, choose Goto > Accounting overview .

Solution 8: Create a billing document.

b) In the dialog box, double-click the accounting document.




c) Postings have been made to the following accounts: customer accountMotomarket Heidelberg (account T-S5 A## ), domestic sales revenue peritem (account 8 ), and output tax (account 175 ).

4. Display the document flow for the billing document. What is the overall processingstatus for the outbound delivery?

____________________________________________a) From the billing document, choose Environment > Display document flow .

b) The status of the outbound delivery is Completed .

5. What is the overall processing status for the accounting document?

____________________________________________a) Within the document flow of the billing document, you can see that the status

of the accounting document is Not cleared .

TSCM60_1 Figure 30: Incoming Payment Unit 2 Lesson 5



Exercise 9: Post incoming payment.When the customer has paid the invoice you can post the corresponding incoming




payment.1. First, reproduce the invoiced amount that the customer had to pay. The customer

has paid punctually and, therefore, justifiably claimed the cash discount. Make anote of the respective pricing conditions that you can find in the billing documentheader:Name of pricing condition Condition value

Price

Output Tax

Cash Discount

2. Post the incoming payment using the following information:Field Name Value

Document Date today's date

Exercise 9: Post incoming payment.

Field Name Value




Company Code 1000Posting Date today's dateCurrency EURAccount (Bank data) 100009Amount 1,280.40

Account (Open item selection) T-S50A##

3. Finally, display the document flow for the billing document again.What is the overall processing status for the accounting document?____________________________________________

Solution 9: Post incoming payment.When the customer has paid the invoice you can post the corresponding incoming




payment.1. First, reproduce the invoiced amount that the customer had to pay. The customer

has paid punctually and, therefore, justifiably claimed the cash discount. Make anote of the respective pricing conditions that you can find in the billing documentheader:

Name of pricing condition Condition value

Price

Output Tax

Cash Discount

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Billing > Billing Document > Display .

Solution 9: Post incoming payment.

b) Enter the number of the billing document and press ENTER.




c) Choose Goto > Header > Pricing conditions header .

d) Here you can find the corresponding values:

Name of pricing condition Condition value

Price EUR 1,200.00

Output Tax EUR 120.00Cash Discount EUR 39.60

2. Post the incoming payment using the following information:

Field Name Value

Document Date today's dateCompany Code 1000


Field Name Value

i d d




Posting Date today's dateCurrency EURAccount (Bank data) 100009Amount 1,280.40Account (Open item selection) T-S50A##

a) From the SAP Easy Access menu, choose Accounting > Financial Accounting > Accounts Receivable > Document entry > Incoming Payments .

b) Enter the listed field values and press ENTER.

c) Choose Document > Post .

3. Finally, display the document flow for the billing document again.What is the overall processing status for the accounting document?


____________________________________________

) F h SAP E A h L i i S l d Di ib i





b) Enter the number of the billing document and choose Environment > Displaydocument flow .

c) The status of the accounting document is Cleared .


● Create a billing document

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● Post an incoming payment

Unit 3: Master Data in Sales and Distribution

Lesson 1: Maintaining Customer Master Data

Lesson 2: Maintaining Material Master Data



Lesson 3: Maintaining Customer-Material Info Records

Lesson 4: Maintaining Condition Master Data for Pricing

Lesson 5: Master Data - Explaining Additional Topics

Lesson 1: Maintaining Customer Master Data

Lesson Objectives

After completing this lesson you will be able to:





● Create customer master data

● Change customer master data

TSCM60_1 Figure 31: Origin of Data in Sales Documents Unit 3 Lesson 1



TSCM60_1 Figure 32: Structure of Customer Master Data Unit 3 Lesson 1



TSCM60_1 Figure 33: Customer Master Sales Area Data Unit 3 Lesson 1



TSCM60_1 Figure 34: Partner Functions in the CustomerMaster

Unit 3 Lesson 1



Exercise 10: Create Customer Master Data.A new customer wants to place an order and buy some materials. Therefore, you create amaster record for the customer.




1. Create the customer master record using the following information:Field Name Value

Account group 0001 Sold-to partyCustomer (number) 234##

Company code 1000Sales organization 1000Distribution channel 12Division 00

Address data:

Exercise 10: Create Customer Master Data.

Field Name Value

Name Miller




Name MillerSearch term SCM600-##Street Main Street 12Postal code 20111City Hamburg

Country GermanyTransportation zone Region NorthLanguage Language of the course

Control data:



Solution 10: Create Customer Master Data.A new customer wants to place an order and buy some materials. Therefore, you create amaster record for the customer.




1. Create the customer master record using the following information:

Field Name Value

Account group 0001 Sold-to partyCustomer (number) 234##

Company code 1000Sales organization 1000Distribution channel 12Division 00

Address data:

Solution 10: Create Customer Master Data.

Field Name Value

Name Miller




Search term SCM600-##Street Main Street 12Postal code 20111City Hamburg

Country GermanyTransportation zone Region NorthLanguage Language of the course

Control data:


Field Name Value

VAT Reg. No. DE##1234567




Company code data:Field Name Value

Reconciliation account 140000

Sales area data:Field Name Value

Customer group Trading CompaniesShipping condition ## Standard (corresponds to screen

number + 50)

Delivering plant 1000Incoterms CFR Hamburg


Field Name Value

Terms of payment ZB00 Payable immediately due netl f bl f




Tax classification Liable for tax

Save the customer master record.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Business Partner > Customer > Create > Complete .

b) On the initial screen, enter the account group, the customer number, and therelevant organizational units.

c) Press ENTER to call the detailed screens.

d) Maintain the data as listed and save the customer master record.

2. For the previously created customer master record, write down which values aremaintained for the mandatory partner functions.


Field Name Value

Sold-to partyh




Ship-to party

Bill-to party

Payer

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Business Partner > Customer > Display > Sales and Distribution .

b) Enter the customer number and the relevant sales area (the fields shouldalready be filled automatically).

c) Press ENTER to call the customer master record.

d) Choose Goto > Sales area data .


e) Find the relevant values on the Partner Functions tab page.




TSCM60_1 Figure 35: Effects of Customer Master DataChanges

Unit 3 Lesson 1



Exercise 11: Enhance a Customer Master Record.A customer informs you that an additional ship-to party is required for future deliveries.To facilitate order processing, you store the additional ship-to party in the customermaster of the sold-to party. Then you create a sales order for your customer.




1. Change the customer master record of the sold-to party from the previousexercise. In the sales area data, add another ship-to party using the followinginformation:Field Name Value

Customer 234##Sales organization 1000Distribution channel 12Division 00Additional ship-to party T-S50B##

2. Create a sales order for the customer using the following information:

Exercise 11: Enhance a Customer Master Record.

Field Name Value

Order type ORSales organization 1000




Sales organization 1000Distribution channel 12Division 00Sold-to party 234##

Ship-to party T-S50B##Purchase order number 5-411Requested delivery date In 10 days

3. In the sales order, the system proposes the Incoterms that are maintained in the

customer master record. However, for this order, the Incoterms FOB Hamburgshould apply. Change the Incoterms accordingly.

Exercise 11: Enhance a Customer Master Record.

4. Does the change affect the customer master record?____________________________________________

5 Save the order and write down the order number




5. Save the order and write down the order number.____________________________________________

Solution 11: Enhance a Customer Master Record.A customer informs you that an additional ship-to party is required for future deliveries.To facilitate order processing, you store the additional ship-to party in the customermaster of the sold-to party. Then you create a sales order for your customer.




1. Change the customer master record of the sold-to party from the previousexercise. In the sales area data, add another ship-to party using the followinginformation:

Field Name Value

Customer 234##Sales organization 1000Distribution channel 12Division 00Additional ship-to party T-S50B##

Solution 11: Enhance a Customer Master Record.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Business Partner > Customer > Change > Sales and Distribution .

b) Enter the customer number and the organizational data on the initial screen.




) g

c) Press ENTER to call the customer master record.

d) Choose Goto > Sales area data .

e) Add the additional ship-to party on the Partner Functions tab page.f) Save the master record.

2. Create a sales order for the customer using the following information:

Field Name Value

Order type ORSales organization 1000


Field Name Value

Distribution channel 12Division 00




Sold-to party 234##Ship-to party T-S50B##Purchase order number 5-411

Requested delivery date In 10 days

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Order > Create .

b) Fill the relevant fields on the initial screen and press ENTER to call the sales

order.c) Maintain the information as listed above.


3. In the sales order, the system proposes the Incoterms that are maintained in thecustomer master record. However, for this order, the Incoterms FOB Hamburgshould apply. Change the Incoterms accordingly.




a) Change the Incoterms on the Sales tab page.

4. Does the change affect the customer master record?____________________________________________

a) No. The data that is copied from the customer master into the order can beoverwritten, if necessary. The customer master record remains unchanged.

5. Save the order and write down the order number.____________________________________________

a) Choose Sales document > Save .

Exercise 12: Change a Customer Master Record.Some data has to be changed for a particular customer. You make the changes in thecustomer master record and check the consequences for the existing sales orders.

1. Change a customer master record using the following information:




Field Name Value

Customer 234##Sales organization 1000


Data to be changed:Field Name Value

Street Sun Street 43

Exercise 12: Change a Customer Master Record.

Field Name Value

Terms of payment ZB02




2. Save your changes.

3. Check the address of the sold-to party in the sales order that you createdpreviously. Did it change after you changed the customer master record?____________________________________________

4. Check the payment terms in the sales order. Did they change after you changedthe customer master?____________________________________________

Solution 12: Change a Customer Master Record.Some data has to be changed for a particular customer. You make the changes in thecustomer master record and check the consequences for the existing sales orders.

1. Change a customer master record using the following information:




Field Name Value

Customer 234##Sales organization 1000


Data to be changed:Field Name Value

Street Sun Street 43

Solution 12: Change a Customer Master Record.

Field Name Value

Terms of payment ZB02





a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Business Partner > Customer > Change > Sales and Distribution .

b) Enter the customer number and the organizational data on the entry screen ofthe transaction.

c) Press ENTER to call the master record.

d) The field values can be changed on the following tab pages:

Field Name Area Tab page

Street General data Address


Field Name Area Tab page

Terms of payment Sales area data Billing Documents




2. Save your changes.

a) Choose Customer > Save .

3. Check the address of the sold-to party in the sales order that you created

previously. Did it change after you changed the customer master record?____________________________________________


b) Enter the order number and press ENTER to call the order details.

c) You can find the address on the overview screen of the order. It has changed inaccordance with the customer master data.


4. Check the payment terms in the sales order. Did they change after you changedthe customer master?____________________________________________

) I th l d fi d th t t th i f th




a) In the sales order, you find the payment terms on the overview screen of theorder. They have not changed. The new terms of payment in the customermaster only become effective when you create new sales orders. If required,you would have to change them manually in the existing sales order.



Exercise 13: Display a Customer Master Record.

4. How can you display a list of orders for the customer from the customer master?________________________________________________________________________________________




5. Can you maintain various addresses for the sold-to party in multiple companycodes in the customer master record?____________________________________________________________________________________________________________________________________

Solution 13: Display a Customer Master Record.Display the previously entered customer master record for customer Miller.

1. How can you check the sales areas for which the customer record has beenmaintained in the system?




________________________________________________________________________________________


b) Enter the customer number.

c) Choose Customer’s sales areas .

2. How can you check when and by whom the customer master was created in thesystem?________________________________________________________________________________________

Solution 13: Display a Customer Master Record.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Business Partner > Customer > Display > Complete .

b) Enter the customer number and press ENTER to call the master record.




c) Choose Extras > Administrative Data.

3. How can you check how, when, and by whom which fields in the customer masterwere changed in the system?

________________________________________________________________________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Business Partner > Customer > Display > Complete .

b) Enter the customer number and press ENTER to call the master record.



Solution 13: Display a Customer Master Record.

c) Choose Environment > List Documents > Orders.

d) Enter the selection criteria and press ENTER.5. Can you maintain various addresses for the sold-to party in multiple company




codes in the customer master record?________________________________________________________________________________________

____________________________________________a) No. The address of the sold-to party is maintained independently of the

organizational units.



Lesson 2: Maintaining Material Master Data

Lesson Objectives


● Create material master data





● Explain division-specific and cross-division sales

TSCM60_1 Figure 36: Material Master Data Unit 3 Lesson 2



TSCM60_1 Figure 37: Material Master Data for Sales and

Distribution

Unit 3 Lesson 2



Exercise 14: Create a Material Master Record.You have added a new material to your product range and create the correspondingmaterial master record. You also want to post goods receipts to the stock for this

material, and sell it using a sales order.

1. The new material is a headlight, similar to the existing material T-AS1## . To make




1. The new material is a headlight, similar to the existing material T AS1## . To makeit easier to enter data for the new material master record, you can use the materialT-AS1## as a reference.Create the new material master record using the following data (apart from this

data, the material has the same features as those proposed by the system for thereference material T-AS1##).

Note:Maintain the views Basic Data 1 , Sales:Sales Org. Data 1 , Sales: General/PlantData , Sales Text and Accounting 1 .

Exercise 14: Create a Material Master Record.

Field Name Value

Material (leave the field empty)Industry sector RetailMaterial type Trading goods




Material type Trading goodsCopy from material T-AS1##Plant 1000Sales organization 1000Distribution channel 12

Hint:Use the listed organizational units for the reference material too.


Field Name Value

Material description (short text) Headlight 'Simple'Minimum order quantity 10 piecesMinimum delivery quantity 5 pieces




y q y pSales price EUR 20 per piece

Hint:You can navigate to the price master record by choosing Conditions on the Sales:Sales Org. 1 tab page.

Field Name Value

Sales text 'Material is fragile!'

Price control S


Field Name ValueStandard price 10

2. Save the material master record and write down the material number.




____________________________________________

3. You are informed that some pieces have already been delivered for the newheadlight. Post the corresponding goods receipt using the following information:Field Name Value

Movement type 561Plant 1000Storage Location 0001Material Number of your new material


Field Name ValueQuantity 200

Hi t




Hint:Choose the menu path Logistics > Materials Management > InventoryManagement > Goods Movement > Goods Receipt > Other to post the goods issue.

4. A customer orders the new material. Create the corresponding sales order usingthe following information:Field Name Value

Order Type ORSales Organization 1000

Distribution Channel 12


Field Name ValueDivision 00Sold-to party T-S50A##Purchase order number 5-1311




Requested delivery date in 10 daysMaterial Number of your new materialOrder quantity 10 pieces

5. Save the order and write down the order number._____________________________________

6. You want to sell your materials through several sales organizations. Is it possible tomaintain multiple sales units in the material master according to the salesorganization and the distribution channel?__________________________________________________________


7. You want to deliver your materials from various plants. Is it possible to maintainmultiple loading groups in the material master according to the plant?

____________________________________________________________________________________________________________________




8. Is it possible to maintain multiple minimum order quantities in the material masteraccording to the division?__________________________________________________________

__________________________________________________________

Solution 14: Create a Material Master Record.You have added a new material to your product range and create the correspondingmaterial master record. You also want to post goods receipts to the stock for this

material, and sell it using a sales order.

1. The new material is a headlight, similar to the existing material T-AS1## . To make




it easier to enter data for the new material master record, you can use the materialT-AS1## as a reference.Create the new material master record using the following data (apart from this

data, the material has the same features as those proposed by the system for thereference material T-AS1##).

Note:Maintain the views Basic Data 1 , Sales:Sales Org. Data 1 , Sales: General/PlantData , Sales Text and Accounting 1 .

Solution 14: Create a Material Master Record.

Field Name Value

Material (leave the field empty)Industry sector RetailMaterial type Trading goods




Copy from material T-AS1##Plant 1000Sales organization 1000Distribution channel 12

Hint:Use the listed organizational units for the reference material too.


Field Name Value

Material description (short text) Headlight 'Simple'Minimum order quantity 10 piecesMinimum delivery quantity 5 pieces




Sales price EUR 20 per piece

Hint:You can navigate to the price master record by choosing Conditions on the Sales:Sales Org. 1 tab page.

Field Name Value

Sales text 'Material is fragile!'

Price control S


Field Name Value

Standard price 10

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Products > Material > Trading Goods > Create.




Master Data Products Material Trading Goods Create.

b) Enter the industry sector and the number for the reference material.

c) Press ENTER to call the view selection.

d) Select the relevant views.

e) Press ENTER to call the Organizational Levels dialog box.

f) Enter the relevant organizational units and include them in the Copy from areatoo.


g) Press ENTER to call the selected views of the material master record.

h) Maintain the field values as listed in the exercise.

2. Save the material master record and write down the material number.____________________________________________




____________________________________________

a) In the material master record, choose Save . The material number is assignedinternally by the system.

3. You are informed that some pieces have already been delivered for the newheadlight. Post the corresponding goods receipt using the following information:

Field Name Value

Movement type 561Plant 1000

Storage Location 0001


Field Name Value

Material Number of your new materialQuantity 200




Hint:Choose the menu path Logistics > Materials Management > InventoryManagement > Goods Movement > Goods Receipt > Other to post the goods issue.

a) From the SAP Easy Access menu, choose Logistics > Materials Management >Inventory Management > Goods Movement > Goods Receipt > Other .

b) Enter the movement type, the plant, and the storage location on the initialscreen of the transaction.


c) Press ENTER to call the screen where you can enter the materials andquantities for the goods receipt.

d) Enter the material number and the quantity.

e) Choose Post .




4. A customer orders the new material. Create the corresponding sales order usingthe following information:

Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00

Sold-to party T-S50A##


Field Name Value

Purchase order number 5-1311Requested delivery date in 10 daysMaterial Number of your new material

d




Order quantity 10 pieces


Sales > Order > Create .b) Maintain the order type and the organizational units on the initial screen.

c) Press ENTER to call the order details.

d) Maintain the relevant data.

5. Save the order and write down the order number.




a) Yes. In the material master, there are various ways to maintain multiple fields,such as the loading group, depending on the plant.

8. Is it possible to maintain multiple minimum order quantities in the material masteraccording to the division?




____________________________________________________________________________________________________________________

a) No. It is not possible to maintain field values in the material master data

depending on the division. A division can be uniquely assigned to a material.



TSCM60_1 Figure 39: Division-Specific Sales Unit 3 Lesson 2





● Explain division-specific and cross-division sales

TSCM60_1



Lesson 3: Maintaining Customer-Material Info Records


● Create a customer-material info record




TSCM60_1 Figure 41: Order Entry Using Customer-MaterialInfo Records

Unit 3 Lesson 3



Exercise 15: Create a Customer-Material Info Record.Some major customers usually order materials using their own material numbers. Tofacilitate sales order processing, you use the customer-material information master data.

1. One of your major customers orders materials using their own material numbers.Create a customer-material info record using the following data:Field Name Value




Customer T-S50A##Sales Organization 1000

Distribution Channel 12Material number T-AS1##Customer material number K-4711-##Customer material description Headlight 4711

2. The customer now places an order for the first time using their own materialnumber. Create the corresponding sales order using the following information:

Exercise 15: Create a Customer-Material Info Record.

Field Name Value

Order Type OR

Sales Organization 1000Distribution Channel 12Division 00




Sold-to party T-S50A##Purchase order number 5-1911Requested delivery date in 10 daysCustomer material number K-4711-##Order quantity 10 pieces


_____________________________________

Exercise 15: Create a Customer-Material Info Record.

4. Create an outbound delivery for the previous sales order using the followinginformation:

Field Name ValueShipping Point Z0##Selection Date in 20 days




Order The order number of your last order

5. Save the outbound delivery and write down the order number.____________________________________________

6. Is the customer material number available on the delivery note?

Solution 15: Create a Customer-Material Info Record.Some major customers usually order materials using their own material numbers. Tofacilitate sales order processing, you use the customer-material information master data.

1. One of your major customers orders materials using their own material numbers.Create a customer-material info record using the following data:

Field Name Value




Customer T-S50A##Sales Organization 1000

Distribution Channel 12Material number T-AS1##Customer material number K-4711-##Customer material description Headlight 4711

Solution 15: Create a Customer-Material Info Record.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Agreements > Customer Material Information > Create .

b) Enter the customer number and the organizational data on the initial screen.

c) Press ENTER to call the details of the master record.

d) E t th t i l b i th fi t l f th fi t t li




d) Enter the material number in the first column of the first empty line.

e) Select the line and choose Info Record Details (F2) .

f) Maintain the further information.

g) Choose Save .

2. The customer now places an order for the first time using their own materialnumber. Create the corresponding sales order using the following information:


Field Name Value

Order Type OR

Sales Organization 1000Distribution Channel 12Division 00




Sold-to party T-S50A##Purchase order number 5-1911Requested delivery date in 10 daysCustomer material number K-4711-##Order quantity 10 pieces




b) Enter the order type and the organizational data on the initial screen of thetransaction.


d) Enter the relevant field values.

3 Save the order and write down the order number




3. Save the order and write down the order number._____________________________________

a) In the sales order, choose Save .4. Create an outbound delivery for the previous sales order using the following

information:

Field Name Value

Shipping Point Z0##

Selection Date in 20 days


Field Name Value

Order The order number of your last order





b) Enter the field values on the initial screen of the transaction.

c) Press ENTER to call the details of the delivery.

5. Save the outbound delivery and write down the order number.____________________________________________

a) In the outbound delivery, choose Save .

6. Is the customer material number available on the delivery note?


a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Outbound Delivery > Display .

b) Enter the delivery number (do not press ENTER).

c) Choose Outbound Delivery > Issue Delivery Output .

d) Select the line with the message type LD00




d) Select the line with the message type LD00.

e) Choose Print Preview .

f) The customer material number is available on the delivery note.


● Create a customer-material info record

TSCM60_1



Lesson 4: Maintaining Condition Master Data for Pricing


● Create condition master data




TSCM60_1 Figure 42: Condition Master Data Unit 3 Lesson 4



TSCM60_1 Figure 43: Condition Master Records in Pricing Unit 3 Lesson 4



Exercise 16: Create a Condition Master Record (Sales Price).You have to define certain price agreements for some major customers. Since thesecustomers place orders frequently, they should receive lower prices for some materials,depending on the quantity ordered.Since it is not necessary to enter these agreements every time you create an order, youwant to use the automatic pricing function in the system and create the appropriatecondition master data.




1. Create a condition master record using the following information:Field Name Value

Condition Type PR00Sales Organization 1000Distribution Channel 12Customer T-S50A##Material T-AS1##

Exercise 16: Create a Condition Master Record (Sales Price).

The price for the material should depend on the order quantity. Therefore maintainthe following price scale:Scale quantity Amount

1 piece EUR 29 per piece10 pieces EUR 28 per piece100 pieces EUR 27 per piece




2. After saving the price agreement with the major customer in the system, youreceive another order. Create a sales order based on the following information:Field Name Value

Order Type ORSales Organization 1000Distribution Channel 12Division 00

Exercise 16: Create a Condition Master Record (Sales Price).

Field Name ValueSold-to party T-S50A##

Purchase order number 5-2311Requested delivery date in 10 daysMaterial T-AS1##Order Quantity 20 pieces




Order Quantity 20 pieces

3. During order entry, you want to make sure that the automatic pricing function hasdetermined the correct prices for material T-AS1##.Which price per piece was determined by the system?_______________________________________


______________________________________

Solution 16: Create a Condition Master Record (Sales Price).You have to define certain price agreements for some major customers. Since thesecustomers place orders frequently, they should receive lower prices for some materials,depending on the quantity ordered.Since it is not necessary to enter these agreements every time you create an order, youwant to use the automatic pricing function in the system and create the appropriatecondition master data.




1. Create a condition master record using the following information:

Field Name Value

Condition Type PR00Sales Organization 1000Distribution Channel 12Customer T-S50A##Material T-AS1##



Solution 16: Create a Condition Master Record (Sales Price).

e) Enter the organizational units, the customer number, and the material number.

f) Press ENTER to confirm your entries.

g) Select the line in which you entered the material number.

h) Choose Goto > Scales .

i) Maintain the price scale




i) Maintain the price scale.

j) Choose Condition > Save .

2. After saving the price agreement with the major customer in the system, youreceive another order. Create a sales order based on the following information:

Field Name Value

Order Type OR

Sales Organization 1000


Field Name Value


Division 00Sold-to party T-S50A##Purchase order number 5-2311Requested delivery date in 10 days




Requested delivery date in 10 daysMaterial T-AS1##

Order Quantity 20 pieces


b) Enter the organizational information and the order type on the initial screen of

the transaction.



d) Maintain the relevant information in the sales order.

3. During order entry, you want to make sure that the automatic pricing function hasdetermined the correct prices for material T-AS1##.Which price per piece was determined by the system?




_______________________________________

a) In the sales order, select item 10.

b) Choose Goto > Item > Conditions .

c) The system has determined a price of EUR 28 per piece.

4. Save the order and write down the order number.______________________________________

a) In the sales order, choose Sales document > Save .


The document number is assigned internally by the system.




Exercise 17: Create a Condition Master Record (Discount).You have to maintain a specific discount for a customer. Depending on the value of anorder item, the customer should be granted a percentage discount.

1. Create a condition master record using the following information: You have agreedwith customer T-S5 A## that, from now on , they are to be granted a percentagediscount for all materials, depending on the item value.Field Name Value

C di i T K007




Condition Type K007Sales Organization 1000Distribution Channel 12Division 00Customer T-S50A##

Maintain the following discount scale:

Exercise 17: Create a Condition Master Record (Discount).

Scale value Amount

EUR 100 -1%

EUR 500 -2%EUR 1,000 -3%

2. Your customer places the next order. Create the corresponding sales order basedth f ll i i f ti




on the following information:Field Name Value

Order Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##

Exercise 17: Create a Condition Master Record (Discount).

Field Name ValuePurchase order number 5-2511

Requested delivery date in 10 daysMaterial T-AS1##Order Quantity 10 pieces




3. During order entry, you want to make sure that the automatic pricing function hasdetermined the correct discount.Which customer discount was determined by the system?_______________________________________


Solution 17: Create a Condition Master Record (Discount).You have to maintain a specific discount for a customer. Depending on the value of anorder item, the customer should be granted a percentage discount.

1. Create a condition master record using the following information: You have agreedwith customer T-S5 A## that, from now on , they are to be granted a percentagediscount for all materials, depending on the item value.

Field Name Value

Condition Type K007




Condition Type K007Sales Organization 1000Distribution Channel 12Division 00Customer T-S50A##

Maintain the following discount scale:



Solution 17: Create a Condition Master Record (Discount).

Field Name Value

Requested delivery date in 10 days

Material T-AS1##Order Quantity 10 pieces





b) Enter the organizational information and the order type on the initial screen ofthe transaction.


d) Maintain the relevant information in the sales order.

3. During order entry, you want to make sure that the automatic pricing function hasdetermined the correct discount.

Solution 17: Create a Condition Master Record (Discount).

Which customer discount was determined by the system?_______________________________________

a) In the sales order, select your item.b) Choose Goto > Item > Conditions .

c) The system has determined the customer discount K007 (-1%) based on thecorresponding master record.




p g


a) In the sales order, choose Sales document > Save .The document number is assigned internally by the system.

Exercise 18: Understand the Background of Condition MasterData.Questions on condition master data in pricing.




Exercise 18: Understand the Background of Condition MasterData.Which condition master data categories (4) can be used in pricing?




Exercise 18: Understand the Background of Condition MasterData.You want to sell your materials through multiple distribution channels. Is it possible to maintain theprices in the condition master in different ways according to the distribution channel?




Exercise 18: Understand the Background of Condition MasterData.You have entered a sales order. By doing so, prices were determined by the automatic pricingfunction. Can you change the prices manually when entering the order?




Exercise 18: Understand the Background of Condition MasterData.During sales order processing, you use various divisions. However, you always want to use the samecondition master data for all divisions. To avoid unnecessary maintenance of condition master datafor multiple divisions, you would like to configure the system in such a way that the condition masterdata of division 00 is also valid for divisions 01 and 02. Is this possible?




Exercise 18: Understand the Background of Condition MasterData.Is it possible to make these settings for frequently used customer and material master data as well?




Solution 18: Understand the Background of Condition MasterData.Questions on condition master data in pricing.




Solution 18: Understand the Background of Condition MasterData.Which condition master data categories (4) can be used in pricing?.Prices, surcharges/discounts, freights, taxes.




Solution 18: Understand the Background of Condition MasterData.You have entered a sales order. By doing so, prices were determined by the automatic pricingfunction. Can you change the prices manually when entering the order?

.Yes. Usually, during order entry, you can overwrite the price manually. However, it ispossible to restrict this by making the relevant settings in Customizing or in the conditionrecord.




Solution 18: Understand the Background of Condition MasterData.During sales order processing, you use various divisions. However, you always want to use the samecondition master data for all divisions. To avoid unnecessary maintenance of condition master data

for multiple divisions, you would like to configure the system in such a way that the condition masterdata of division 00 is also valid for divisions 01 and 02. Is this possible?.Yes. In Customizing, you can set up division 00 as a representative division and referencedivisions 01 and 02 to it. In this way, the condition master data of division 00 is also valid




for divisions 01 and 02.

Solution 18: Understand the Background of Condition MasterData.Is it possible to make these settings for frequently used customer and material master data as well?.For customer master data, it is possible to configure frequently used master data for thedivisions. For material master data, this is only possible for distribution channels, sincethe division in the material master is not used as an organizational unit where thedependent material master data would be maintained.





● Create condition master data

TSCM60_1



Lesson 5: Master Data - Explaining Additional Topics


● Display output master data

● Explain the concept of common master data

● Complete incomplete documents




TSCM60_1 Figure 45: Relevance of Output Master Data Unit 3 Lesson 5



TSCM60_1 Figure 46: Common Master Data - DistributionChannels

Unit 3 Lesson 5



TSCM60_1 Figure 47: Common Master Data - Divisions Unit 3 Lesson 5



TSCM60_1 Figure 48: Incompletion Log Unit 3 Lesson 5



Exercise 19: Handle Incomplete Sales Documents.Sales documents are sometimes incomplete after creation (due to incomplete masterdata, for example). Therefore, you have to know how incomplete sales documents can beidentified and completed. You will now create an incomplete sales order and then perform

the necessary steps to complete it.1. Create a sales order using the following information:

Field Name Value





Sales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS1##Order quantity 10



Solution 19: Handle Incomplete Sales Documents.Sales documents are sometimes incomplete after creation (due to incomplete masterdata, for example). Therefore, you have to know how incomplete sales documents can beidentified and completed. You will now create an incomplete sales order and then perform

the necessary steps to complete it.1. Create a sales order using the following information:

Field Name Value





Sales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS1##

Solution 19: Handle Incomplete Sales Documents.

Field Name Value

Order quantity 10

Ensure that the purchase order number field remains empty and remove theautomatically determined plant from item 10.


b) Enter the order type and the organizational units on the initial screen of the




b) Enter the order type and the organizational units on the initial screen of thetransaction.


d) Maintain the field values on the overview screen.


Hint:When the warning message concerning the purchase order number appears,press ENTER to continue.

e) Navigate to the Shipping tab page.

f) Remove the field value for the plant.

2. Save the incomplete sales order and write down the order number.




______________________________________________________a) Within the sales order, choose Sales Document > Save .

b) A dialog box appears, asking if you want to save the order even though it isincomplete. Choose Save .




b) Ensure that your user ID is maintained in the Created By field.

c) Choose Program > Execute to start the selection.

d) Your incomplete order is displayed in the list.

5. Complete the sales order using the following information:

Field Name Value

Purchase order number 3-991Delivering plant 1000




Delivering plant 1000

a) In the list of incomplete orders, select the line with your incomplete order.

b) Choose Goto > Edit incompletion to navigate to the incompletion log.

c) Select the line with the PO number in the list of missing data.


d) Choose Edit > Complete data .

e) Enter the purchase order number in the respective field.

f) Choose Goto > Back to navigate to the incompletion log again. As you can see,the purchase order number is no longer listed as missing data.

g) Select the line with the Plant in the list of missing data.

h) Choose Edit > Complete data .




i) Enter the plant in the respective field. j) Choose Goto > Back to navigate to the incompletion log again. Instead of

displaying the incompletion log again, the system states that the document iscomplete.

6. Save the sales order again.


a) In the sales order, choose Sales Document > Save . By doing so, you willautomatically navigate back to the list of incomplete orders.

7. Try to create the outbound delivery a second time. Is it possible now?______________________


b) Enter the shipping point Z0## and the selection date (today in 10 days) on the




b) Enter the shipping point Z0## and the selection date (today in 10 days) on theinitial screen of the transaction.

c) Press ENTER to create the outbound delivery.

d) The system can now create the outbound delivery. You do not have to save thedocument.


● Display output master data

● Explain the concept of common master data

● Complete incomplete documents

TSCM60_1



Unit 4: Automatic Data Determination and ShipmentScheduling

Lesson 1: Analysing the Results of Automatic Data Determination

Lesson 2: Analysing the Results of Delivery and Transportation Scheduling



Lesson 1: Analysing the Results of Automatic DataDetermination


● Check the results of automatic data determination




TSCM60_1 Figure 49: Determining the Delivering PlantAutomatically

Unit 4 Lesson 1



TSCM60_1 Figure 51: Determining the Shipping PointAutomatically

Unit 4 Lesson 1



TSCM60_1 Figure 52: Route Structure Unit 4 Lesson 1



Exercise 20: Check the Results of Automatic DataDetermination.When you create sales orders, some important field values can be determinedautomatically by the system. You will create a sales order and verify the automatic

determination of the relevant shipping points and transportation routes.1. Create a sales order using the following information:

Field Name Value

Order Type ZA##Sales Organization 1000




Distribution Channel 12Division 00Sold-to party T-S50B##Purchase order number 6-111



Exercise 20: Check the Results of Automatic DataDetermination.

______________________________________________________________________________________

___________________________________________

4. From which master data source does the value for the delivering plant in item 10come?___________________________________________

5. Which shipping points have been automatically determined for both items of thel d ?




sales order?Item 10: ___________________________________________Item 20: ___________________________________________

6. The system uses 3 criteria to determine the shipping point. What are they?___________________________________________

Exercise 20: Check the Results of Automatic DataDetermination.

______________________________________________________________________________________

7. Which values for the 3 criteria have been used to automatically determine theshipping point for item 10?________________________________________________________________________________________________________________________________________________




8. Which routes have been determined for both items?Item 10: ___________________________________________Item 20: ___________________________________________

9. Save the order and write down the document number._______________________________________________

Solution 20: Check the Results of Automatic DataDetermination.When you create sales orders, some important field values can be determinedautomatically by the system. You will create a sales order and verify the automatic

determination of the relevant shipping points and transportation routes.1. Create a sales order using the following information:

Field Name Value


Di t ib ti Ch l 12




Distribution Channel 12Division 00Sold-to party T-S50B##Purchase order number 6-111

Solution 20: Check the Results of Automatic DataDetermination.

Field Name Value


Material Order Quantity

T-AS1## 7T-AS2## 8






b) Enter the order type and the organizational units on the initial screen.


d) Maintain the relevant fields.


2. Which delivering plants have been automatically determined for both items?Item 10: ___________________________________________

Item 20: ___________________________________________a) In the sales order, you can find the field values that were determined for the

delivering plants on the Sales tab page. Plant 1000 has been determined forboth items.

3. When determining the correct value for the delivering plant, the system checks 3

master data sources in which the delivering plant can be specified What are these




master data sources in which the delivering plant can be specified. What are thesesources?_________________________________________________________________________________________________________________________________


a) The customer-material information record, the customer master record of theship-to party, and the material master record.

4. From which master data source does the value for the delivering plant in item 10come?___________________________________________

a) You do not want to leave the order now, so choose System > Create Session tostart a new session.

b) From the SAP Easy Access menu of the new session choose Logistics > Sales




b) From the SAP Easy Access menu of the new session, choose Logistics > Salesand Distribution > Master Data > Agreements > Customer Material Information >Display .

c) Enter customer T-S50B##, sales organization 1000, distribution channel 12,and material T-AS1##.


d) Choose Execute (F8) to start the selection. The system is unable to find acorresponding master record, so the value for the delivering plant is not taken

from a customer-material information record.e) To check the next option, go back to the session in which you still have the

sales order on the screen.

f) Choose Environment > Display Ship To Party .

g) On the Shipping tab page in the Sales Area Data 1000 is maintained as relevantdelivering plant




delivering plant.

5. Which shipping points have been automatically determined for both items of thesales order?Item 10: ___________________________________________Item 20: ___________________________________________


a) In the sales order, choose the Shipping tab page. The shipping point Z0## hasbeen determined for both items.

6. The system uses 3 criteria to determine the shipping point. What are they?_________________________________________________________________________________________________________________________________

a) The system can determine the shipping point of a sales order item by using thedelivering plant shipping conditions and loading group as criteria




delivering plant, shipping conditions, and loading group as criteria.

7. Which values for the 3 criteria have been used to automatically determine theshipping point for item 10?________________________________________________________________________________________________


________________________________________________

a) You can find the relevant delivering plant for item 10 on the Sales tab page of

the sales order. It is delivering plant 1000.

b) To check the shipping conditions, choose Goto > Header > Shipping within thesales order. The shipping condition equals ## Standard. The code for theshipping condition is ##+5 (60 for group 10, for example).

c) Choose Goto > Back to navigate back to the overview screen of the sales order.

d) S l i 10




d) Select item 10.

e) Choose Environment > Display material to navigate to the material masterrecord.

f) Choose the Sales: General/Plant tab page. The relevant value for the loading

group is 3 .


8. Which routes have been determined for both items?Item 10: ___________________________________________

Item 20: ___________________________________________a) The automatically determined routes can also be found on the Shipping tab

page. Route R00030 applies for both items.


a) Within the sales order choose Sales Document > Save The document number




a) Within the sales order, choose Sales Document > Save . The document numberis assigned internally by the system.


● Check the results of automatic data determination

TSCM60_1



Lesson 2: Analysing the Results of Delivery and TransportationScheduling


● Check the results of delivery and transportation scheduling




TSCM60_1 Figure 54: Backward Scheduling Unit 4 Lesson 2



TSCM60_1 Figure 55: Forward Scheduling Unit 4 Lesson 2



Exercise 21: Check the Results of Delivery and TransportationScheduling.When entering an order, you would like to check if the requested delivery date can be met.If the requested delivery date cannot be confirmed, the customer is offered the firstpossible delivery date.You now check on which dates the individual work stages for shipping and transportationprocessing must begin for the ordered products to get to the customer on time.

1. Create a sales order using the following information:Field Name Value

Order Type ORS l O i ti 1000




Sales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##

Exercise 21: Check the Results of Delivery and TransportationScheduling.

Field Name ValuePurchase order number 6-411


Material Order quantity Ship-to party

T-AS1## 5 T-S50A##T-AS3## 1 T-S50B##




Hint:To maintain the different ship-to-party for the second item, branch to the itemdetails and choose the Partners tab page. Overwrite the automaticallydetermined partner for the ship-to party with the ship-to party specified above.


Allow the system to redetermine the plant and the shipping point when thecorresponding pop-up appears.

2. Determine the shipping dates for the confirmed schedule line of item 10 and writethem down.Field Name Value

Delivery date

Goods issue date

Loading date




Transportation planning date



4. Which of the steps for shipping and transportation processing must be completedso that loading can be performed on the determined loading date?________________________________________________________________________________________________________________________

Hint:You can use the F1 help to call information about the tasks and the use ofdifferent dates in delivery and transportation scheduling.

5 To check the effects of your delivery and transportation scheduling you now




5. To check the effects of your delivery and transportation scheduling, you nowcreate an outbound delivery with reference to the last sales order. Use thefollowing information:Field Name Value

Shipping point Z0##


Field Name ValueSelection date today

Order order number of the last order

Can the outbound delivery be created?______________________________________________

6. Try to create the outbound delivery again using the material availability date of one

of the items of your order as the selection date. Can you deliver the order now?




____________________________________________________________Do NOT save the outbound delivery.


Hint:If you have accidentally saved the outbound delivery, delete the deliverydocument with the transaction:

Logistics > Sales and Distribution > Shipping and Transportation > OutboundDelivery > Change > Single Document. Enter the number of the outbound deliveryin the respective field and choose Outbound Delivery > Delete .




Solution 21: Check the Results of Delivery and TransportationScheduling.When entering an order, you would like to check if the requested delivery date can be met.If the requested delivery date cannot be confirmed, the customer is offered the firstpossible delivery date.You now check on which dates the individual work stages for shipping and transportationprocessing must begin for the ordered products to get to the customer on time.

1. Create a sales order using the following information:

Field Name Value





Sales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##

Solution 21: Check the Results of Delivery and TransportationScheduling.

Field Name Value

Purchase order number 6-411



T-AS1## 5 T-S50A##T-AS3## 1 T-S50B##




Hint:To maintain the different ship-to-party for the second item, branch to the itemdetails and choose the Partners tab page. Overwrite the automaticallydetermined partner for the ship-to party with the ship-to party specified above.


Allow the system to redetermine the plant and the shipping point when thecorresponding pop-up appears.


b) Enter the order type and the organizational data on the initial screen.


d) Maintain the relevant information on the overview screen of the sales order.

e) Double click item 20 to navigate to the item details




e) Double-click item 20 to navigate to the item details.

f) Choose the Partners tab page.

g) In the Partner column, change the ship-to party as requested.


h) Press ENTER to confirm the change of the ship-to party.

i) Confirm the two information messages by pressing ENTER.

j) In the Adjust item pop-up, click on Redetermine to allow the system toredetermine the plant and the shipping point for the item.

2. Determine the shipping dates for the confirmed schedule line of item 10 and writethem down.

Field Name Value

Delivery date




Goods issue date

Loading date

Transportation planning date


a) In the sales order, double-click item 10 to navigate to the item details.

b) Navigate to the Schedule lines tab page.

c) Select the second schedule line with the confirmed quantity of 5 pieces.

d) Click the Shipping button below the schedule lines. The different dates aredisplayed here.

3. Save the order and write down the document number.

_______________________________________________a) In the sales order choose Sales Document > Save The document number is




a) In the sales order, choose Sales Document > Save . The document number isassigned internally by the system.

4. Which of the steps for shipping and transportation processing must be completedso that loading can be performed on the determined loading date?


________________________________________________________________________________________________________________________

Hint:You can use the F1 help to call information about the tasks and the use ofdifferent dates in delivery and transportation scheduling.

a) Preparation (picking and packing) and transportation planning must be

completed so that loading can begin on time.5 To check the effects of your delivery and transportation scheduling you now




5. To check the effects of your delivery and transportation scheduling, you nowcreate an outbound delivery with reference to the last sales order. Use thefollowing information:


Field Name Value

Shipping point Z0##

Selection date todayOrder order number of the last order

Can the outbound delivery be created?______________________________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Outbound Delivery > Create > Single Document >




With Reference to Sales Order .

b) Enter the relevant field values on the initial screen of the transaction.



d) The outbound delivery cannot be created, since no schedule lines of the orderare due for delivery creation to date.

6. Try to create the outbound delivery again using the material availability date of oneof the items of your order as the selection date. Can you deliver the order now?____________________________________________________________Do NOT save the outbound delivery.

Hint:If you have accidentally saved the outbound delivery, delete the deliverydocument with the transaction:




document with the transaction:

Logistics > Sales and Distribution > Shipping and Transportation > OutboundDelivery > Change > Single Document. Enter the number of the outbound deliveryin the respective field and choose Outbound Delivery > Delete .



b) On the initial screen, enter the shipping point, the order number, and thematerial availability date of one of the order items as the selection date.


d) Now the outbound delivery can be created. Shipping processing must begin on

the material availability date for the goods to arrive at the customer’s locationon the confirmed delivery date.





● Check the results of delivery and transportation scheduling

TSCM60_1



Unit 5: Collective Processing in Sales and Distribution

Lesson 1: Executing Collective Processing in Sales and Distribution



Lesson 1: Executing Collective Processing in Sales andDistribution


● Explain the idea of worklists

● Create outbound deliveries via collective processing

● Complete shipping functions via collective processing

● Create billing documents via collective processing




TSCM60_1 Figure 56: Usage of Worklists Unit 5 Lesson 1



Procedure: To use Worklists for Collective Processing in Salesand DistributionYou want to create a follow-up document within a sales and distribution process viacollective processing.

1. Start the transaction to create the respective documents (for example, outbound

deliveries) via collective processing.2. Enter the appropriate selection criteria to select the documents (for example, sales

orders), for which you want to create the corresponding follow-up documents (forexample, outbound deliveries).

3. In the results list for your selection, choose the desired documents and create the

follow-up documents directly.4 In some cases (creation of outbound deliveries creation of billing documents) the




4. In some cases (creation of outbound deliveries, creation of billing documents) thesystem provides a log that you can use to retrace the collective run.

TSCM60_1 Figure 57: Collective Processing of the DeliveryDue List

Unit 5 Lesson 1



TSCM60_1 Figure 58: Examples for Creation of OutboundDeliveries

Unit 5 Lesson 1



Exercise 22: Create Outbound Deliveries via CollectiveProcessing.Although you enter orders one at a time, the corresponding follow-up documents areusually created using collective processing. In this way, multiple documents can becreated in one step.You will now create two sales orders and then use collective processing to create thecorresponding outbound deliveries.

Caution:If you have already performed the exercises in the Automatic Data Determination andShipment Scheduling unit, you do not need to create the two orders!

1. Create the first sales order using the following information:




g gField Name Value


Exercise 22: Create Outbound Deliveries via CollectiveProcessing.

Field Name ValueDistribution Channel 12

Division 00Sold-to party T-S50B##Purchase order number 6-111Requested delivery date in 10 days


T-AS1## 7T AS2## 8




T-AS2## 8

Save the sales order.


2. Create the second sales order using the following information:Field Name Value


Purchase order number 6-411Requested delivery date in 10 days





T-AS1## 5 T-S50A##


Material Order quantity Ship-to partyT-AS3## 1 T-S50B##

Hint:To maintain the different ship-to party for the second item, branch to the itemdetails and choose the Partners tab page. Overwrite the automaticallydetermined partner for the ship-to party with the ship-to party specified above.

Allow the system to redetermine the plant and the shipping point when thecorresponding dialog box appears. Then save the order.




3. Start the collective processing of documents due for delivery using the followinginformation:


Field Name Value

Shipping point Z0##

Delivery creation date From start of this week to today in fourweeksShip-to party T-S50A## and T-S50B##

Hint:

Choose the Multiple selection icon to enter single ship-to party numbers on theselection screen.




4. Why does at least one of the orders that you created appear twice in the list?________________________________________________________________________________________________________




_____________ _____________ _____________




Solution 22: Create Outbound Deliveries via CollectiveProcessing.Although you enter orders one at a time, the corresponding follow-up documents areusually created using collective processing. In this way, multiple documents can becreated in one step.

You will now create two sales orders and then use collective processing to create thecorresponding outbound deliveries.

Caution:If you have already performed the exercises in the Automatic Data Determination andShipment Scheduling unit, you do not need to create the two orders!

1. Create the first sales order using the following information:




Field Name Value


Solution 22: Create Outbound Deliveries via CollectiveProcessing.

Field Name Value


Division 00Sold-to party T-S50B##Purchase order number 6-111Requested delivery date in 10 days


T-AS1## 7T-AS2## 8




T-AS2## 8

Save the sales order.



b) Enter the order type and the organizational units on the initial screen.c) Press ENTER to call the order details.

d) Maintain the relevant fields.

e) Choose Sales Document > Save .

2. Create the second sales order using the following information:Field Name Value




Order Type ORSales Organization 1000Distribution Channel 12


Field Name Value

Division 00

Sold-to party T-S50A##Purchase order number 6-411Requested delivery date in 10 days


T-AS1## 5 T-S50A##T-AS3## 1 T-S50B##





Hint:To maintain the different ship-to party for the second item, branch to the item

details and choose the Partners tab page. Overwrite the automaticallydetermined partner for the ship-to party with the ship-to party specified above.

Allow the system to redetermine the plant and the shipping point when thecorresponding dialog box appears. Then save the order.









d) Maintain the relevant information on the overview screen of the sales order.

e) Double-click item 20 to call the item details.

f) Choose the Partners tab page.

g) In the Partner column, change the ship-to party as requested.

h) Press ENTER to confirm the change of the ship-to party.

i) Confirm the two information messages by pressing ENTER.

j) In the Adjust item dialog box, choose Redetermine to allow the system toredetermine the plant and the shipping point for the item.




k) Choose Sales Document > Save to save the order.


3. Start the collective processing of documents due for delivery using the followinginformation:

Field Name Value

Shipping point Z0##Delivery creation date From start of this week to today in four

weeksShip-to party T-S50A## and T-S50B##

Hint:Choose the Multiple selection icon to enter single ship-to party numbers on the




selection screen.


a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Outbound Delivery > Create > CollectiveProcessing of Documents Due for Delivery > Sales Orders .

b) Enter the selection criteria given in the exercise.

c) To include two ship-to party numbers, choose Multiple selection in therespective line.

d) Enter the two ship-to party numbers in the Multiple Selection for Ship-to Party

dialog box.e) Choose Copy (F8) to copy the values to the selection screen.




f) Choose Program > Execute to start the selection.

4. Why does at least one of the orders that you created appear twice in the list?


________________________________________________________________________________________________________

a) Since this sales order consists of two items with different ship-to parties (androutes), the items in this sales order must be processed further using twooutbound deliveries.

5. Via which routes will the outbound deliveries be shipped?_____________ _____________

a) Take a look at the Route column.b) Routes R 25 and R 3 have been determined.




6. Select only those lines that refer to the two orders you created beforehand, andstart the creation of the corresponding outbound deliveries in the background.


Hint:Use the CTRL key to select multiple lines.

a) In the list, select the relevant lines.

b) Choose Create Delivery in Background to start collective processing.

7. Display the collective processing log. Note the group (log) number.Group number: ________________________________________

a) Choose Back.

b) Choose Collective Processing Logs .




) g g

c) Choose Program > Execute to display the log.


d) The group number is displayed in the first column of the log.

8. How many outbound deliveries have been created?

Number of outbound deliveries: _______________________________a) Check the No. column in the log.

b) 3 outbound deliveries have been created

9. Determine the document numbers of the outbound deliveries._____________ _____________ _____________

a) In the log, choose Documents .

b) Note the document numbers.




b) Note the document numbers.

TSCM60_1 Figure 59: Picking in Shipping Processing Unit 5 Lesson 1



TSCM60_1 Figure 60: Picking Options Unit 5 Lesson 1



TSCM60_1 Figure 61: Collective Processing in Picking Unit 5 Lesson 1



TSCM60_1 Figure 62: Collective Processing for PostingGoods Issue

Unit 5 Lesson 1



Exercise 23: Complete Shipping Functions Using CollectiveProcessing.You want to create multiple transfer orders for picking with reference to thecorresponding outbound deliveries. You also want to post the goods issue for thesedeliveries afterwards.

You decide to execute these process steps using collective processing.

1. Create transfer orders using the outbound delivery monitor. Use the followingcriteria to select the appropriate outbound deliveries:Field Name Value

Shipping point Z0##

Picking date from beginning of this week to today in4 weeks

Route R00025 and R00030




Exercise 23: Complete Shipping Functions Using CollectiveProcessing.

2. From the list, select the outbound deliveries that were created during processingof the delivery list.Pick these outbound deliveries in the background (without branching to the

transfer orders).

Hint:Choose Create TO in Background to start the processing.

3. Check the outbound deliveries and determine whether picking has been carried out

successfully.Compare the delivery quantities with the picked quantities in one of your outbounddeliveries. Is there a difference between the quantities?




____________________________________________________________

4. Check the overall status of the outbound delivery:


Overall picking status: ___________________________Overall status of WM activities: ___________________________Overall status of goods issue: ___________________________

5. You now want to post the goods issue for the relevant outbound deliveries in asingle step. Start collective processing using the following information:Field Name Value

Shipping point Z0##Planned goods movement date start of this week to today in 4 weeksRoute R00025 and R00030

6 From the list select those outbound deliveries that were created during processing




6. From the list, select those outbound deliveries that were created during processingof the delivery list.Post the goods issue.


7. Check the outbound delivery and determine if the goods issue posting has beencarried out successfully.Check the overall status of the outbound delivery.

Overall status of goods issue: _________________________________




Solution 23: Complete Shipping Functions Using CollectiveProcessing.You want to create multiple transfer orders for picking with reference to thecorresponding outbound deliveries. You also want to post the goods issue for thesedeliveries afterwards.

You decide to execute these process steps using collective processing.1. Create transfer orders using the outbound delivery monitor. Use the following

criteria to select the appropriate outbound deliveries:

Field Name Value

Shipping point Z0##

Picking date from beginning of this week to today in4 weeks





Solution 23: Complete Shipping Functions Using CollectiveProcessing.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Picking > Create Transfer Order > Via OutboundDelivery Monitor .


c) Choose Program > Execute .

2. From the list, select the outbound deliveries that were created during processingof the delivery list.Pick these outbound deliveries in the background (without branching to thetransfer orders).

Hint:




Choose Create TO in Background to start the processing.


a) Select the deliveries that were created during processing of the delivery list.

b) Choose Create TO in Background .

c) In the popup window, choose Continue (ENTER).3. Check the outbound deliveries and determine whether picking has been carried out

successfully.Compare the delivery quantities with the picked quantities in one of your outbounddeliveries. Is there a difference between the quantities?

____________________________________________________________a) Double-click one of the outbound deliveries in the list. If you have already left

the transaction, go to the SAP Easy Access menu and choose Logistics > Salesd Di t ib ti > Shi i g d T t ti > O tb d D li > Di l




and Distribution > Shipping and Transportation > Outbound Delivery > Display .


b) Enter the number of the desired outbound delivery on the initial screen of thetransaction.

c) Press ENTER to call the document details.

d) Choose the Picking tab page.

e) Check that the delivery quantity equals the picked quantity.

4. Check the overall status of the outbound delivery:Overall picking status: ___________________________Overall status of WM activities: ___________________________Overall status of goods issue: ___________________________

a) In the outbound delivery choose Goto > Header > Processing to navigate to the




a) In the outbound delivery, choose Goto > Header > Processing to navigate to thestatus overview.


b) There you can see that the overall picking status is set to C Fully picked , theoverall status of WM activities is set to C WM Transfer order confirmed and theoverall status ofthe goods issue is set to A not yet started .

5. You now want to post the goods issue for the relevant outbound deliveries in asingle step. Start collective processing using the following information:

Field Name Value

Shipping point Z0##Planned goods movement date start of this week to today in 4 weeks


a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Post Goods Issue > Collective Processing Via




Shipping and Transportation > Post Goods Issue > Collective Processing ViaOutbound Delivery Monitor .



c) Choose Program > Execute to start the selection.

6. From the list, select those outbound deliveries that were created during processingof the delivery list.Post the goods issue.

a) Select the relevant outbound deliveries.

b) Choose Post Goods Issue .

c) Confirm the proposed actual goods movement date by pressing ENTER whenthe corresponding pop-up appears.

7 Check the outbound delivery and determine if the goods issue posting has been




7. Check the outbound delivery and determine if the goods issue posting has beencarried out successfully.


Check the overall status of the outbound delivery.Overall status of goods issue: _________________________________

a) Double-click one of the outbound deliveries in the list. If you have already leftthe transaction, go to the SAP Easy Access menu and choose Logistics > Salesand Distribution > Shipping and Transportation > Outbound Delivery > Display .

b) Enter the number of the desired outbound delivery on the initial screen of thetransaction.


d) Choose Goto > Header > Processing .

e) There you can see that the overall status of the goods issue is C completed .




TSCM60_1 Figure 63: Processing the Billing Due List Unit 5 Lesson 1



TSCM60_1 Figure 64: Billing Options Unit 5 Lesson 1



Exercise 24: Create Billing Documents Using CollectiveProcessing.You want to create multiple billing documents with reference to the correspondingoutbound deliveries. To do this, you use collective processing.

1. You want to create billing documents using collective processing. Use the followingcriteria to select the correct outbound deliveries:Field Name Value

Billing date from start of this week to today in fourweeks

Sales organization 1000

Shipping point Z0##Sold-to party T-S50A## and T-S50B##

2 From the list select the outbound deliveries that were created during processing




2. From the list, select the outbound deliveries that were created during processingof the delivery list.

Exercise 24: Create Billing Documents Using CollectiveProcessing.

Test to see what the result of processing the billing due list would be.

Hint:

Choose Simulation .

3. Compare two documents to see why the items from these outbound deliveriescannot be combined in one billing document.

Hint:

Select two documents and choose Split analysis .

4. Return to the Maintain Billing Due List screen and create the billing documentsusing collective processing.




g p g

5. Write down the group (log) number of the collective run.


Group number: _________________________________________

6. Review the log to see how many billing documents have been created.Number: __________________________________________Record the billing document numbers:_____________ _____________ _____________

7. Check one of the created billing documents to see whether the sales process couldbe completed as requested. Use the document flow of the billing document to getthe desired information.Is the sales process completed?____________________________________________________________Why?




____________________________________________________________


____________________________________________________________

8. Review the invoice printout of one of the created billing documents to determinewhether the delivery conditions and payment conditions are correct on the form.Use the message type RD00.

Hint:You must be on the initial screen ( Display Billing Document ) to display theinvoice printout.




Solution 24: Create Billing Documents Using CollectiveProcessing.You want to create multiple billing documents with reference to the correspondingoutbound deliveries. To do this, you use collective processing.

1. You want to create billing documents using collective processing. Use the followingcriteria to select the correct outbound deliveries:Field Name Value

Billing date from start of this week to today in fourweeks

Sales organization 1000

Shipping point Z0##Sold-to party T-S50A## and T-S50B##




Solution 24: Create Billing Documents Using CollectiveProcessing.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Billing > Billing Document > Process Billing Due List .


c) Choose Billing Document > Display Billing List to start the selection.

2. From the list, select the outbound deliveries that were created during processingof the delivery list.Test to see what the result of processing the billing due list would be.

Hint:Choose Simulation .

a) Select the relevant deliveries




a) Select the relevant deliveries.


b) Choose Simulation .

3. Compare two documents to see why the items from these outbound deliveriescannot be combined in one billing document.

Hint:Select two documents and choose Split analysis .

a) Select two documents and choose Split analysis .

b) Depending on the documents, different criteria can lead to a billing split; forexample:

● Sold-to party





● Payer

● Reference document number

●

Assignment number● VAT registration number

4. Return to the Maintain Billing Due List screen and create the billing documentsusing collective processing.

a) Choose Back until you get to the Maintain Billing Due List screen.

b) Select the desired lines.

c) Choose Billing document > Save to create the billing documents. The systemdisplays the log of the collective run immediately




displays the log of the collective run immediately.




7. Check one of the created billing documents to see whether the sales process couldbe completed as requested. Use the document flow of the billing document to getthe desired information.Is the sales process completed?____________________________________________________________Why?________________________________________________________________________________________________________________________

a) Select a line in the log and choose Environment > Document Flow . If you havealready left the transaction, go to the SAP Easy Access menu and chooseLogistics > Sales and Distribution > Billing > Billing Document > Display , aandthen Environment > Display Document flow .





b) The sales process is completed because the accounting documents werecreated automatically by the system. Clearing the accounting documents ispart of the process of financial accounting.

8. Review the invoice printout of one of the created billing documents to determinewhether the delivery conditions and payment conditions are correct on the form.Use the message type RD00.

Hint:You must be on the initial screen ( Display Billing Document ) to display the

invoice printout.






b) Choose Billing Document > Issue Output To .

c) If necessary, select message type RD .

d) Choose Print preview .Payment conditions and delivery conditions are printed above the items in theinvoice.





● Explain the idea of worklists

● Create outbound deliveries via collective processing

● Complete shipping functions via collective processing

● Create billing documents via collective processing

TSCM60_1



Unit 6: Availability Check

Lesson 1: Performing an Availability Check - Basics

Lesson 2: Performing an Availability Check - Further Topics



Lesson 1: Performing an Availability Check - Basics


● Check the key factors influencing the availability check

● Identify additional considerations with regard to the availability check




TSCM60_1 Figure 65: Control the Availability Check in SalesOrders

Unit 6 Lesson 1



TSCM60_1 Figure 66: Material Availability Check for MaterialAvailability Date

Unit 6 Lesson 1



TSCM60_1 Figure 67: Check at Plant Level Unit 6 Lesson 1



TSCM60_1 Figure 68: Control of Availability Check Unit 6 Lesson 1



Exercise 25: Check the Main Factors Influencing the AvailabilityCheck.You have to investigate the setup of several master data records with regard to executingavailability checks.

1. Check the material master record of material T-AS5##. Will an availability check

be performed for this material and plant 1000 during order entry?_________________________

2. Check which delivering plant is proposed during order entry for sales organization1000 and distribution channel 12 for material number T-AS5##.__________________________

3. Check which delivering plant is maintained as the default value in the masterrecord for customer T-S50B##, sales organization 1000, distribution channel 12,and division 00.___________________________




Exercise 25: Check the Main Factors Influencing the AvailabilityCheck.

4. In what sequence is the master data accessed during order processing todetermine the default value for the delivering plant?___________________________________________________________

______________________________________________________________________________________________________________________

5. Can the availability check during order entry be carried out in a different plant tothe one proposed?___________________________________________________________




Solution 25: Check the Main Factors Influencing the AvailabilityCheck.You have to investigate the setup of several master data records with regard to executingavailability checks.

1. Check the material master record of material T-AS5##. Will an availability check

be performed for this material and plant 1000 during order entry?_________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Products > Material > Other > Display .

b) Enter the material number on the initial screen.


d) Select the Sales: General/Plant Data view.

e) Press ENTER to confirm the selection.




Solution 25: Check the Main Factors Influencing the AvailabilityCheck.

f) In the dialog box, enter plant 1000.

g) Press ENTER to navigate to the selected view.

h) The checking group for availability check 01 is assigned, so an availability checkfor this material takes place during order entry.

2. Check which delivering plant is proposed during order entry for sales organization1000 and distribution channel 12 for material number T-AS5##.__________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Master Data > Products > Material > Other > Display .






Solution 25: Check the Main Factors Influencing the AvailabilityCheck.

d) Select the Sales: Sales Org. Data 1 view.

e) Press ENTER to confirm the selection.

f) In the dialog box, enter sales organization 1000 and distribution channel 12.

g) Press ENTER to navigate to the selected view.

h) Plant 1400 is assigned as the relevant delivering plant.

3. Check which delivering plant is maintained as the default value in the masterrecord for customer T-S50B##, sales organization 1000, distribution channel 12,and division 00.___________________________





Solution 25: Check the Main Factors Influencing the Availability

Check.

b) Enter the customer number and the organizational units on the initial screen.

c) Press ENTER to call the master record.

d) Choose Goto > Sales Area Data .

e) Choose the Shipping tab page.

f) The default value is plant 1000.

4. In what sequence is the master data accessed during order processing todetermine the default value for the delivering plant?_________________________________________________________________________________________________________________________________________________________________________________




Solution 25: Check the Main Factors Influencing the Availability

Check.

a) During order entry, the master data is accessed in the following sequence todetermine the default value for the delivering plant:If different delivering plants have been specified in the master data, theproposal that corresponds to this sequence is transferred for the sales orderitems.

5. Can the availability check during order entry be carried out in a different plant tothe one proposed?___________________________________________________________

a) You have the option of overwriting the proposal manually in the sales order.As part of the availability check, you also have the option of checking in otherplants.




TSCM60_1 Figure 69: Transfer of Requirements Unit 6 Lesson 1



TSCM60_1 Figure 70: Complete and Partial Deliveries Unit 6 Lesson 1



TSCM60_1 Figure 71: Partial Delivery Agreement Unit 6 Lesson 1



Exercise 26: Check the Transfer of Requirements.The material quantities in sales orders are transferred as requirements to the MRPdepartment. This information is essential to trigger the corresponding procurement intime and with the appropriate quantity.

1. You want to gain an overview of the actual stock and requirements situation for a

certain material. Display the current stock and requirements list for material T-AS4##. Write down how many pieces are in stock in plant 1000.___________________________________________________________

2. Create a sales order based on the following information:Field Name Value

Order Type ORSales Organization 1000Distribution Channel 12Division 00




Exercise 26: Check the Transfer of Requirements.

Field Name ValueSold-to party T-S50A##Purchase order number 7-621Requested delivery date in 10 days

Material T-AS4##Order quantity 25 pieces

Save the order and write down the order number.________________________

3. You now want to check if the order quantity has been transferred as a requirementto the MRP department correctly. Display the current stock and requirements listfor material T-AS4## and plant 1000 a second time. Which quantity has beentransferred as a requirement?_________________________




Exercise 26: Check the Transfer of Requirements.

4. On which date was the requirement transferred? Which date in the sales ordercorresponds to this date?______________________________________________________________________________________________________________________




Solution 26: Check the Transfer of Requirements.The material quantities in sales orders are transferred as requirements to the MRPdepartment. This information is essential to trigger the corresponding procurement intime and with the appropriate quantity.

1. You want to gain an overview of the actual stock and requirements situation for a

certain material. Display the current stock and requirements list for material T-AS4##. Write down how many pieces are in stock in plant 1000.___________________________________________________________

a) From the SAP Easy Access menu, choose Logistics > Materials Management >Inventory Management > Environment > Stock > Stock/Requirements List .

b) Enter the material number and the plant on the initial screen of the transaction.c) Press ENTER to call the detail list.

d) The available quantity is displayed in the line with the MRP element Stock in theAvailable Quantity column.




Solution 26: Check the Transfer of Requirements.

2. Create a sales order based on the following information:

Field Name Value


Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 7-621Requested delivery date in 10 days


Save the order and write down the order number.





________________________




d) Maintain the listed data.

e) Choose Sales Document > Save to save the order. The document number isassigned internally by the system.

3. You now want to check if the order quantity has been transferred as a requirementto the MRP department correctly. Display the current stock and requirements listfor material T-AS4## and plant 1000 a second time. Which quantity has beentransferred as a requirement?_________________________





a) From the SAP Easy Access menu, choose Logistics > Materials Management >Inventory Management > Environment > Stock > Stock/Requirements List.

b) Enter the material number and the plant on the initial screen of the transaction.

c) Press ENTER to call the detail list.

d) You can see the requirement from the sales order in the line with the MRPelement Order , in the Receipt/Reqmt column.

4. On which date was the requirement transferred? Which date in the sales ordercorresponds to this date?______________________________________________________________________________________________________________________

a) The requirements date (the date in the first column of the stock/requirementslist) corresponds to the material availability date from the sales order item.




Exercise 27: Check the Settings for Complete/Partial Deliveries.In some cases, the system may not be able to confirm the ordered quantities of all itemsfor a requested delivery date during order creation. You could then either split the orderinto partial deliveries or wait until the materials for all items are available for a completedelivery. In the master data, you can maintain which kind of delivery processing thecustomer desires.

1. You want to check in a sales order if partial deliveries are allowed. First, create thesales order using the following information:Field Name Value


Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 7-211




Exercise 27: Check the Settings for Complete/Partial Deliveries.

Field Name ValueRequested delivery date in 10 days

Material Order quantity

T-AS1## 10 piecesT-AS2## 10 pieces

2. Determine whether the order could be partially delivered.Which agreement referring to a complete delivery can be seen in the order?__________________________________________________________

3. Which master data is used to propose the Complete Delivery indicator in the orderheader?___________________________________________________________




Exercise 27: Check the Settings for Complete/Partial Deliveries.

4. Which agreements referring to partial deliveries can be found in item 10 of theorder?___________________________________________________________

5. Which master data is used to propose the Partial delivery / Item field in the orderitem?__________________________________________________________

6. Can you distribute the full amount of a single order item across different deliveriesif the complete delivery field is not selected in the order header?__________________________________________________________




Solution 27: Check the Settings for Complete/Partial Deliveries

.In some cases, the system may not be able to confirm the ordered quantities of all itemsfor a requested delivery date during order creation. You could then either split the orderinto partial deliveries or wait until the materials for all items are available for a completedelivery. In the master data, you can maintain which kind of delivery processing thecustomer desires.

1. You want to check in a sales order if partial deliveries are allowed. First, create thesales order using the following information:

Field Name Value

Order Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 7-211





.Field Name Value


Material Order quantity

T-AS1## 10 piecesT-AS2## 10 pieces




2. Determine whether the order could be partially delivered.Which agreement referring to a complete delivery can be seen in the order?





.__________________________________________________________

a) In the sales order, take a look at the Sales tab page.

b) The Complete Delivery field is empty. This means that a complete delivery isnot required and the items could be split up into separate deliveries.

3. Which master data is used to propose the Complete Delivery indicator in the orderheader?___________________________________________________________

a) The complete delivery indicator in the order header is proposed from thecustomer master record.

4. Which agreements referring to partial deliveries can be found in item 10 of theorder?___________________________________________________________

a) In the sales order, double-click item 10.





.b) Choose the Shipping tab page.

c) The Partial delivery / Item field is empty. This means that partial deliveries areallowed.

5. Which master data is used to propose the Partial delivery / Item field in the order

item?__________________________________________________________

a) The default value for the field can be maintained in the customer-materialinformation master records and in the customer master record. If an entryexists in the respective customer-material information record, then thisproposal has the higher priority.

6. Can you distribute the full amount of a single order item across different deliveriesif the complete delivery field is not selected in the order header?__________________________________________________________





.a) If the complete delivery field is not selected in the order header, the partial

delivery agreement at item level determines whether the amount of the itemcan be split up.




Summary

You should now be able to:● Check the key factors influencing the availability check

● Identify additional considerations with regard to the availability check

TSCM60_1



Lesson 2: Performing an Availability Check - Further Topics


● Perform availability checks - example scenarios

● Explain the idea of backorder processing




TSCM60_1 Figure 72: Availability Checks - Scenario 1 Unit 6 Lesson 2



TSCM60_1 Figure 73: Availability Checks - Result forScenario 1

Unit 6 Lesson 2




Unit 6 Lesson 2



Exercise 28: Perform Availability Checks

.You create sales orders for a material with stock shortage and interpret the systembehavior.


Order Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50B##

Purchase order number 7-311Requested delivery date in 5 daysMaterial T-AS5##





.Field Name ValueOrder quantity 10 pieces

2. Since there is insufficient material available for the requested delivery date, thesystem remains on the availability control screen during order entry.

Hint:If you have already left the availability control screen, you can call it again bychoosing Check item availability .

For which plant has the availability check been performed?

_______________________

3. How many pieces can be confirmed for the requested delivery date?_______________________





. 4. Which delivery date can be confirmed for the complete quantity?___________________________________________________________

5. You decide to confirm that a complete delivery will be made to the customer at alater date.

6. How many schedule lines have been created for item 10?___________________________________________________________

7. Save the order and write down the order number._______________________

8. Another customer orders the same material. Create the corresponding sales orderusing the following information:Field Name Value






.Field Name ValueDistribution Channel 12Division 00Sold-to party T-S50A##

Purchase order number 7-411Requested delivery date in 5 daysMaterial T-AS5##Order quantity 15 pieces

9. Since there is again insufficient material available for the requested delivery date,the system remains on the availability control screen during order entry.You know that the material can also be taken from plant 1400 in Stuttgart. Youtherefore want to see if the material could be made available earlier from there.Check the availability for plant 1400.





.

Hint:To check the availability for another plant, choose Other plants on the availabilitycontrol screen.

10. How many pieces can be confirmed from plant 1400 for the requested deliverydate?___________________________________________________________

11. You decide to deliver the material to the customer from plant 1400. Adopt plant1400 for the item.

12. You want to know if existing purchase orders were taken into account during theavailability check. Examine the scope of the check accordingly.





.

Hint:You can display the scope of the check in the sales order from either theavailability control screen or the availability overview screen. Choose Scope ofcheck on the respective screen.

13. You also want to determine whether the replenishment lead time has been takeninto account during the availability check.

14. Save the order and write down the number.___________________________________________________________




Solution 28: Perform Availability Checks

.You create sales orders for a material with stock shortage and interpret the systembehavior.


Field Name Value

Order Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50B##

Purchase order number 7-311Requested delivery date in 5 daysMaterial T-AS5##





. Field Name Value




c) Press ENTER to call the sales order details.

d) Maintain the listed data.

2. Since there is insufficient material available for the requested delivery date, thesystem remains on the availability control screen during order entry.





.

Hint:If you have already left the availability control screen, you can call it again bychoosing Check item availability .

For which plant has the availability check been performed?_______________________

a) You can find the relevant plant for the availability check on the availabilitycontrol screen. It is plant 1000.

3. How many pieces can be confirmed for the requested delivery date?

_______________________a) No quantity can be confirmed for the requested delivery date.

4. Which delivery date can be confirmed for the complete quantity?___________________________________________________________





. a) You can find the system proposal on the same screen.

5. You decide to confirm that a complete delivery will be made to the customer at alater date.

a) On the availability control screen, choose the Copy pushbutton in the Completedelivery section.

6. How many schedule lines have been created for item 10?___________________________________________________________


b) Choose the Schedule lines tab page.

c) There are two schedule lines. The first is relevant for the requested deliverydate with a confirmed quantity of 0. The second schedule line contains theconfirmed delivery date.





. 7. Save the order and write down the order number._______________________

a) In the sales order, choose Sales Document > Save . The document number isassigned internally by the system.

8. Another customer orders the same material. Create the corresponding sales orderusing the following information:

Field Name Value







. Field Name Value

Requested delivery date in 5 daysMaterial T-AS5##Order quantity 15 pieces



c) Press ENTER to call the order details.d) Maintain the listed data.

9. Since there is again insufficient material available for the requested delivery date,the system remains on the availability control screen during order entry.





. You know that the material can also be taken from plant 1400 in Stuttgart. Youtherefore want to see if the material could be made available earlier from there.Check the availability for plant 1400.

Hint:To check the availability for another plant, choose Other plants on the availabilitycontrol screen.

a) On the availability control screen, choose Other plants .

b) In the Plant Selection dialog box, set a checkmark next to plant 1400.

c) Choose Check Plant .10. How many pieces can be confirmed from plant 1400 for the requested delivery

date?___________________________________________________________





. a) 15 pieces

11. You decide to deliver the material to the customer from plant 1400. Adopt plant1400 for the item.

a) On the screen with the result of the availability check for plant 1400, select theline for plant 1400.

b) Choose Goto > Adopt Plant to use plant 1400 for your item.

12. You want to know if existing purchase orders were taken into account during theavailability check. Examine the scope of the check accordingly.

Hint:You can display the scope of the check in the sales order from either theavailability control screen or the availability overview screen. Choose Scope ofcheck on the respective screen.





. a) In the sales order, choose Display Availability .

b) On the Availability Overview screen, choose Scope of Check .

c) In this case, purchase orders are also checked alongside other inward andoutward movements.

13. You also want to determine whether the replenishment lead time has been takeninto account during the availability check.

a) When you display the scope of the check, the Check without RLT field is notselected. This means that in this case the replenishment lead time has beentaken into account.

14. Save the order and write down the number.___________________________________________________________

a) Choose Sales Document > Save to save the sales order. The document numberis assigned internally by the system.




Exercise 29: Understand the Functions of the Availability Check

. 1. Why can the result of an availability check in the sales order be dependent on apartial delivery agreement?______________________________________________________________________________________________________________________

2. Why is the completion of delivery scheduling a prerequisite for the availabilitycheck in the sales order?___________________________________________________________

3. Why is delivery scheduling carried out after the availability check if the item cannotbe confirmed for the required delivery date?___________________________________________________________




Solution 29: Understand the Functions of the Availability Check

. 1. Why can the result of an availability check in the sales order be dependent on apartial delivery agreement?______________________________________________________________________________________________________________________

a) If only part of the required quantity is available on the requested delivery dateand the customer agrees to a partial delivery, then a delivery split can becarried out and a partial quantity can be confirmed for the required deliverydate.If the customer does not allow partial delivery, the complete amount can onlybe confirmed for a later date.

2. Why is the completion of delivery scheduling a prerequisite for the availabilitycheck in the sales order?___________________________________________________________




Solution 29: Understand the Functions of the Availability Check.

a) The availability check takes place on the material availability date. Thematerials are required on this date, so that enough time remains for packing,loading,and transportation before the required delivery date. This means thematerial availability date must be determined in the sales order before theavailability check is carried out.

3. Why is delivery scheduling carried out after the availability check if the item cannotbe confirmed for the required delivery date?___________________________________________________________

a) If the item cannot not be confirmed for the required delivery date, the systemcarries out delivery scheduling from the earliest possible material availabilitydate (forward scheduling) to determine a confirmable delivery date.




TSCM60_1 Figure 79: Backorder Processing Unit 6 Lesson 2




● Perform availability checks - example scenarios

● Explain the idea of backorder processing

TSCM60_1



Unit 7: Sales Documents - Basic Technical Background

Lesson 1: Using Sales Document Types

Lesson 2: Using Item Categories



Lesson 1: Using Sales Document Types


● Create sales orders using different sales document types




TSCM60_1 Figure 80: Sales Document Types Unit 7 Lesson 1



TSCM60_1 Figure 81: Functions of Sales Documents Unit 7 Lesson 1



Exercise 30: Create Sales Orders Using Different SalesDocument Types.You can use specific sales document types to fulfill certain requirements during the salesand distribution process. Using the appropriate sales document type, you can ensure thatthe material is sent to the customer free of charge, for example. You now want to test twoof these specific sales document types.

1. Create a rush order to start delivery processing immediately using the followinginformation:Field Name Value

Order Type ROSales Organization 1000



TSCM60 1 U i 7 E i 30



Exercise 30: Create Sales Orders Using Different SalesDocument Types.

Field Name ValueMaterial T-AS1##Order quantity 5

2. Save the sales order and make a note of the order number.__________________________________

3. The outbound delivery for your sales order has automatically been created. Make anote of the document number.__________________________________

4. Check the document flow of the sales order. Which further document has beencreated automatically?__________________________________


TSCM60 1 U i 7 E i 30




5. Create a sales order to ensure a delivery free of charge using the followinginformation:Field Name Value

Order Type FD

Sales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 23-112

Order reason Free of charge sampleMaterial T-AS1##Order quantity 5


TSCM60 1 U it 7 E i 30




6. What is the net value of the sales order item?






Solution 30: Create Sales Orders Using Different SalesDocument Types.You can use specific sales document types to fulfill certain requirements during the salesand distribution process. Using the appropriate sales document type, you can ensure thatthe material is sent to the customer free of charge, for example. You now want to test twoof these specific sales document types.

1. Create a rush order to start delivery processing immediately using the followinginformation:

Field Name Value

Order Type ROSales Organization 1000

Distribution Channel 12Division 00Sold-to party T-S50A##





Solution 30: Create Sales Orders Using Different SalesDocument Types.

Field Name Value

Purchase order number 23-111Material T-AS1##Order quantity 5




d) Maintain the relevant information on the overview screen.

2. Save the sales order and make a note of the order number.






__________________________________

a) In the sales order, choose Sales Document > Save .

3. The outbound delivery for your sales order has automatically been created. Make anote of the document number.__________________________________

a) The number of the outbound delivery is displayed at the bottom of the screenafter you have saved the sales order.

4. Check the document flow of the sales order. Which further document has beencreated automatically?__________________________________







b) Enter the order number on the initial screen of the transaction.

c) Choose Environment > Display document flow .

d) You can see that the transfer order for picking has also been createdautomatically. However, this has not been triggered by the sales documenttype directly, but by a particular setting in Customizing for Logistics Execution.

5. Create a sales order to ensure a delivery free of charge using the followinginformation:

Field Name Value

Order Type FDSales Organization 1000Distribution Channel 12Division 00






Field Name Value

Sold-to party T-S50A##Purchase order number 23-112Order reason Free of charge sampleMaterial T-AS1##Order quantity 5










6. What is the net value of the sales order item?


b) Choose the Conditions tab page.c) As you can see, no sales price has been determined by the system and the net

value of the item is 0.


a) In the sales order, choose Sales Document > Save .

_

TSCM60_1




● Create sales orders using different sales document types




Lesson 2: Using Item Categories


● Explain the concept of item categories

● Explain item category determination

TSCM60_1 Figure 82: Item Categories - Functions Unit 7 Lesson 2



Exercise 31: Check the Consequences of Using Different ItemCategories.You want to test how different item categories can affect a sales order and create acorresponding document.


Order Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 27-1115




Exercise 31: Check the Consequences of Using Different ItemCategories.


T-AS1## 5T-AS2## 1

2. Which item categories have been determined by the system?Item Item Category

10

20

3. Change the item category of the second item to TANN.4. Check the result of the new pricing for item 20. What has changed?

________________________________________________________________________



Solution 31: Check the Consequences of Using Different ItemCategories.


T-AS1## 5T-AS2## 1





e) Press ENTER to allow the system to determine the item categories.





2. Which item categories have been determined by the system?

Item Item Category

10

20

a) You can find the item categories on the overview screen in the item lines. Thesystem has determined the item category TAN for both items.

3. Change the item category of the second item to TANN.

a) On the overview screen, change the field value in the corresponding column.

b) Press ENTER to confirm the change.

c) When the popup for executing new pricing appears, press ENTER to continue.





4. Check the result of the new pricing for item 20. What has changed?________________________________________________________________________


b) Choose the Conditions tab page.

c) Triggered by the change to the item category, the system has determined aspecial discount of 100% using the condition type R100. This reduces the netvalue of the item to 0.

TSCM60_1 Figure 83: Item Category Determination -Example 1

Unit 7 Lesson 2



Example 1

TSCM60_1 Figure 84: Item Category Determination -Example 2

Unit 7 Lesson 2



Example 2

TSCM60_1




● Explain the concept of item categories

● Explain item category determination

Unit 8: Special Processes in Sales and Distribution



p

Lesson 1: Using Presales Documents

Lesson 2: Executing Assembly Processing

Lesson 3: Packing Materials

Lesson 4: Selling Service Products




Lesson 1: Using Presales Documents


● Create presales documents

TSCM60_1 Figure 85: Sales Support Tasks Unit 8 Lesson 1



TSCM60_1 Figure 86: Presales Documents Unit 8 Lesson 1



Exercise 32: Create Presales Documents.

You receive a customer inquiry and create the corresponding document in the system.Based on that inquiry, you create a quotation later on. To complete the process, youcreate a sales order with reference to the quotation.

1. Create an inquiry based on the following information:Field Name Value

Inquiry Type INSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##

Material T-AS3##Quantity 3 pieces

You want the inquiry to be processed by the end of the month.





Hint:When creating the inquiry, you can use the Valid to field to maintain a processingdeadline.

2. Save the inquiry and write down the number.

___________________________________

3. Since there is currently a lot of demand for the requested material, you only wantto offer the customer 2 pieces. The quotation should be valid from today until theend of next month . Create the quotation with reference to the inquiry using thefollowing information:

Field Name ValueQuotation Type QTSales Organization 1000





Field Name ValueDistribution Channel 12Division 00

4. Save the quotation and write down the number.

___________________________________5. The customer now orders the offered material as a result of the quotation. Create

the corresponding sales order with reference to the quotation using the followinginformation:Field Name Value

Order Type ORSales Organization 1000Distribution Channel 12





Field Name ValueDivision 00Purchase order number 8-131Requested delivery date in 10 daysMaterial T-AS3##

Order Quantity 1 piece

6. Save the sales order and write down the document number.___________________________________

7. Display the reference status for the item in the inquiry.

__________________________________________________

8. Display the reference status for the item in the quotation.__________________________________________________




Solution 32: Create Presales Documents.

You receive a customer inquiry and create the corresponding document in the system.Based on that inquiry, you create a quotation later on. To complete the process, youcreate a sales order with reference to the quotation.

1. Create an inquiry based on the following information:

Field Name Value

Inquiry Type INSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##

Material T-AS3##Quantity 3 pieces





You want the inquiry to be processed by the end of the month.

Hint:When creating the inquiry, you can use the Valid to field to maintain a processingdeadline.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Inquiry > Create.

b) Enter the inquiry type and the organizational units on the initial screen.


d) Enter the data given in the exercise. Do not forget to enter the Valid to date.2. Save the inquiry and write down the number.

___________________________________





a) In the inquiry, choose Sales document > Save .3. Since there is currently a lot of demand for the requested material, you only want

to offer the customer 2 pieces. The quotation should be valid from today until theend of next month . Create the quotation with reference to the inquiry using thefollowing information:

Field Name ValueQuotation Type QTSales Organization 1000Distribution Channel 12Division 00

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Quotation > Create.





b) Enter the quotation type and the organizational units on the initial screen of thetransaction.

c) Choose Create with Reference .

d) Enter your inquiry number or use the search help to retrieve it.

e) Choose Item Selection .f) Change the quantity to 2 pieces.

g) Choose Copy .

h) Enter Valid from and Valid to dates as given in the exercise.

4. Save the quotation and write down the number.___________________________________

a) In the quotation, choose Sales document > Save .





5. The customer now orders the offered material as a result of the quotation. Createthe corresponding sales order with reference to the quotation using the followinginformation:

Field Name Value

Order Type ORSales Organization 1000Distribution Channel 12Division 00Purchase order number 8-131Requested delivery date in 10 days

Material T-AS3##Order Quantity 1 piece





a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Orders > Create .


c) Choose Create with Reference .

d) Enter your quotation number or use the search help to retrieve it.

e) Enter the requested delivery date.

f) Choose Item Selection .

g) Change the quantity to 1 piece.

h) Choose Copy .

i) Enter the purchase order number.





6. Save the sales order and write down the document number.___________________________________


7. Display the reference status for the item in the inquiry.__________________________________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Inquiry > Display.

b) Enter your inquiry number on the initial screen.

c) Choose Environment > Status overview.

d) Expand item 10.

e) The reference status for the inquiry states that it is fully referenced, althoughonly 2 of the 3 units have been copied from the inquiry amount to the





quotation. When using the standard system settings, an inquiry item is markedas fully referenced as soon as at least a partial quantity of the item has beencopied to a quotation.

8. Display the reference status for the item in the quotation.__________________________________________________

a) Choose Logistics > Sales and Distribution > Sales > Quotation > Display.b) Enter your quotation number on the initial screen.

c) Choose Environment > Status overview.

d) Expand item 10.

e) The reference status for the quotation states that it is partially referenced,since only 1 of the 2 units has been copied from the quotation to the salesorder. When using the standard system settings, a quotation item is marked asfully referenced only when the full quantity has been copied.




Exercise 33: Understand the Processing of Presales Documents.

Questions about presales documents.1. Name some of the differences between an inquiry and a quotation.

______________________________________________________________________________________________________________________________________________________________________________

2. Does an inquiry have to be set up before a quotation can be created?____________________________________________________________________________________________________________________

3. Does automatic pricing take place during entry of quotations or inquiries?____________________________________________________________________________________________________________________




Exercise 33: Understand the Processing of Presales Documents.

4. Do you have the option of carrying out the availability check in an inquiry or aquotation as you do in the sales order?____________________________________________________________________________________________________________________




Solution 33: Understand the Processing of Presales Documents.

Questions about presales documents.1. Name some of the differences between an inquiry and a quotation.

______________________________________________________________________________________________________________________________________________________________________________

a) Inquiries are customer requests for the sales and distribution conditions of amaterial (price, delivery date, and so on). You provide your customer with therelevant information using quotations.For inquiries, the validity date is used in the system as a processing deadlinefor an answer to the inquiry. Quotations are legally binding during the customervalidity period.

2. Does an inquiry have to be set up before a quotation can be created?____________________________________________________________________________________________________________________




Solution 33: Understand the Processing of Presales Documents.

a) No. Quotations without reference to an inquiry can also be created.3. Does automatic pricing take place during entry of quotations or inquiries?

____________________________________________________________________________________________________________________

a) Yes. Automatic pricing takes place (dependent on Customizing) during inquiry

and quotation creation.

4. Do you have the option of carrying out the availability check in an inquiry or aquotation as you do in the sales order?____________________________________________________________________________________________________________________

a) Yes. An availability check is carried out during inquiry and quotation entry inthe same way as during sales order entry (dependent on Customizing).

TSCM60_1




● Create presales documents

L 2 E i A bl P i




Lesson 2: Executing Assembly Processing


● Execute the assembly order process

● Explain assembly processing with variant configuration

TSCM60_1 Figure 88: Make-To-Order Flow Unit 8 Lesson 2



TSCM60_1 Figure 89: Make-To-Order Production withoutAssembly Processing

Unit 8 Lesson 2



TSCM60_1 Figure 90: Make-To-Order Production withAssembly Processing

Unit 8 Lesson 2



Exercise 34: Execute Assembly Processing




Exercise 34: Execute Assembly Processing.

A customer orders a specially lacquered petrol tank from you in accordance with his ownrequirements.

1. A customer orders a petrol tank for his motorbike. The product has to beassembled before it can be shipped. The necessary master data for production (billof material, routing) has already been created. Create a sales order based on thefollowing information:

Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 8-311Requested delivery date in 10 days






Field Name ValueMaterial T-FS1##Order Quantity 1

2. Save the sales order and write down the number.________________________________________

3. Display the sales order that you created in the previous task.Check the procurement data for petrol tank T-FS1## on the schedule line for item10, and write down the number of the assembly order.______________________________________

4. Display the assembly order header. Note the basic dates for the start and finish ofthe assembly order.______________________________________






______________________________________5. Which date in the sales order corresponds to the basic end date in the assembly

order?

6. The customer informs you that he would like to have petrol tank T-FS1## delivered8 days later. Change the requested delivery date for item 10 accordingly in the

sales order.7. Display the assembly order from the sales order. Write down how the end date has

changed._______________________________________________________

8. Save the sales order.

9. Production informs you that the petrol tank has been assembled. In materialsmanagement, enter the goods receipt for the assembly order using the followinginformation:






Field Name ValueMovement Type 101Order Number of the production orderPlant 1000Storage Location 0001

Hint:To enter the goods receipt in materials management, choose Logistics >Materials Management > Inventory Management > Goods Movement > GoodsReceipt > For Order .

10. Display the stock overview for material T-FS1## in plant 1000.






Hint:To display the stock overview in materials management, choose Logistics >Materials Management > Inventory Management > Environment > Stock > StockOverview .

How many pieces are kept in the sales order stock?__________________________

11. Create the outbound delivery with reference to the sales order using the followinginformation:Field Name Value

Shipping Point Z0##Selection Date in 20 daysOrder Number of the sales order






12. Save the outbound delivery and write down the document number._______________________________________________

13. Pick the outbound delivery using the following information:Field Name Value

Warehouse Number 010

Delivery Number of the outbound deliveryForeground/Background Background

14. Post the goods issue for the outbound delivery.

15. To conclude, display the stock overview for material T-FS1## a second time. How

many pieces are now kept in the sales order stock in plant 1000?___________________________

Solution 34: Execute Assembly Processing




Solution 34: Execute Assembly Processing.

A customer orders a specially lacquered petrol tank from you in accordance with his ownrequirements.

1. A customer orders a petrol tank for his motorbike. The product has to beassembled before it can be shipped. The necessary master data for production (billof material, routing) has already been created. Create a sales order based on thefollowing information:

Field Name ValueOrder Type ORSales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Purchase order number 8-311





Solution 34: Execute Assembly Processing.

Field Name ValueRequested delivery date in 10 daysMaterial T-FS1##Order Quantity 1





2. Save the sales order and write down the number.________________________________________





y g.

a) In the sales order, choose Sales document > Save . The document number isassigned internally by the system.

3. Display the sales order that you created in the previous task.Check the procurement data for petrol tank T-FS1## on the schedule line for item10, and write down the number of the assembly order.______________________________________


b) Enter the order number on the initial screen of the transaction.


d) Double-click item 10.

e) Choose the Schedule lines tab page.





y g.

f) Choose Procurement .

g) The document number for the assembly order can be found on the tab page.

4. Display the assembly order header. Note the basic dates for the start and finish ofthe assembly order.______________________________________

______________________________________a) On the Procurement tab page, choose Header .

The relevant dates are displayed on the General tab page.

5. Which date in the sales order corresponds to the basic end date in the assemblyorder?

a) The material availability date of the schedule line corresponds to the basic enddate of the production order.





y g.

6. The customer informs you that he would like to have petrol tank T-FS1## delivered8 days later. Change the requested delivery date for item 10 accordingly in thesales order.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Order > Change .

b) Enter the number of the sales order on the initial screen.


d) Change the date in the First date column accordingly.

e) Press ENTER to confirm the change.

7. Display the assembly order from the sales order. Write down how the end date haschanged._______________________________________________________





.a) In the sales order, double-click item 10.

b) Choose the Schedule lines tab page.

c) Choose Production order . Since the required delivery date was changed in theprevious exercise, a new material availability date was determined in the salesorder. This new date was then transferred to the assembly order as a new basic

end date.8. Save the sales order.


9. Production informs you that the petrol tank has been assembled. In materialsmanagement, enter the goods receipt for the assembly order using the followinginformation:Field Name Value

Movement Type 101





.

Field Name ValueOrder Number of the production orderPlant 1000Storage Location 0001

Hint:To enter the goods receipt in materials management, choose Logistics >Materials Management > Inventory Management > Goods Movement > GoodsReceipt > For Order .

a) From the SAP Easy Access menu, choose Logistics > Materials Management >Inventory Management > Goods Movement > Goods Receipt > For Order .

b) Enter the specified field values on the initial screen of the transaction.





.c) Press ENTER to call the details of the goods receipt.

d) Choose Goods Receipt > Post .

10. Display the stock overview for material T-FS1## in plant 1000.

Hint:

To display the stock overview in materials management, choose Logistics >Materials Management > Inventory Management > Environment > Stock > StockOverview .

How many pieces are kept in the sales order stock?__________________________

a) From the SAP Easy Access menu, choose Logistics > Materials Management >Inventory Management > Environment > Stock > Stock Overview .





.b) Enter the material number and the plant on the initial screen of the transaction.

c) Choose Program > Execute .

d) 1 piece of the material is kept in the sales order stock.

11. Create the outbound delivery with reference to the sales order using the followinginformation:

Field Name Value

Shipping Point Z0##Selection Date in 20 daysOrder Number of the sales order





.a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >

Shipping and Transportation > Outbound Delivery > Create > Single Document >With Reference to Sales Order .

b) Press ENTER to call the document details.

12. Save the outbound delivery and write down the document number.

_______________________________________________a) Choose Outbound Delivery > Save .

13. Pick the outbound delivery using the following information:

Field Name Value

Warehouse Number 010Delivery Number of the outbound deliveryForeground/Background Background






Shipping and Transportation > Picking > Create Transfer Order > SingleDocument .

b) Enter the relevant information on the initial screen.

c) Press ENTER to create the transfer order for picking.

14. Post the goods issue for the outbound delivery.a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >

Shipping and Transportation > Post Goods Issue > Outbound Delivery SingleDocument .

b) Enter the number of the outbound delivery on the initial screen.

c) Choose Edit > Post Goods Issue .





.15. To conclude, display the stock overview for material T-FS1## a second time. How

many pieces are now kept in the sales order stock in plant 1000?___________________________

a) From the SAP Easy Access menu, choose Logistics > Materials Management >Inventory Management > Environment > Stock > Stock Overview .

b) Enter the material number and the plant on the initial screen.

c) Choose Program > Execute . There is no more sales order stock.

TSCM60_1 Figure 91: Assembly Processing with VariantConfiguration - Example

Unit 8 Lesson 2



Summary

TSCM60_1



You should now be able to:

● Execute the assembly order process● Explain assembly processing with variant configuration

Lesson 3: Packing Materials





● Pack material

TSCM60_1 Figure 92: Packing on Multiple Levels Unit 8 Lesson 3



Exercise 35: Pack a Material




.You receive an order from your customer and want to pack the material before it is sent.









.2. Save the sales order and write down the order number.

__________________________________

3. Create the outbound delivery with reference to the sales order using the followinginformation:Field Name Value

Shipping Point Z0##Selection Date in 10 daysOrder The order number

4. Pack the material into boxes (packaging material PK-100), five pieces per box.

5. Pack the boxes onto a pallet (packaging material PK-095).6. Display the overview of all the created handling units. To which hierarchy level are

the boxes (PK-100) assigned?





.____________________________

7. Navigate back to the main screen of the outbound delivery. How many items doesthe document contain?____________________________

8. Save the outbound delivery and write down the document number.

____________________________

Solution 35: Pack a Material




.You receive an order from your customer and want to pack the material before it is sent.


Field Name Value












d) Maintain the relevant information.

2. Save the sales order and write down the order number.__________________________________


3. Create the outbound delivery with reference to the sales order using the followinginformation:





.Field Name Value

Shipping Point Z0##Selection Date in 10 daysOrder The order number


b) Enter the relevant information on the initial screen.

c) Press ENTER to call the details of the document.

4. Pack the material into boxes (packaging material PK-100), five pieces per box.a) In the outbound delivery, choose Edit > Pack .





.b) Enter PK-100 as the packaging material in the corresponding column (upper

part of the screen).

c) Press ENTER to confirm the entry.

d) For the material to be packed, change the Partial Quantity to 5 pieces.

e) Press ENTER to adopt the change.

f) Select the line with the packaging material and the line with the material to bepacked.

g) Choose Edit > Pack > New HU for Partial Quantity of Material . The systemautomatically packs the 10 pieces into 2 boxes and creates a correspondingsecond handling unit.

5. Pack the boxes onto a pallet (packaging material PK-095).

a) On the packing screen, choose the Pack HUs tab page.



Solution 35: Pack a Material.




.a) Choose Goto > Back to navigate to the main screen of the outbound delivery.

b) The system has created two additional items for the packaging materials. Nowthere are three items in the document.

8. Save the outbound delivery and write down the document number.____________________________

a) Choose Outbound Delivery > Save .


TSCM60_1



●

Pack material

Lesson 4: Selling Service Products

b





● Sell service products

TSCM60_1 Figure 93: Service Products Unit 8 Lesson 4



Exercise 36: Sell a Service Product.




Sales orders can also be used to sell services. To test this kind of process, you first have alook at a service product and then use it in the sales process.

1. Display the material master data of the service product T-AS-REPAIR using thefollowing information:Field Name Value

Plant 1000Sales Organization 1000Distribution Channel 12

Note:Select the Basic Data 1 , Sales: Sales Org. Data 1 + 2 , and Sales: General/PlantData views.

2. Which material type has been used for the material?





_____________________________

3. Which item category has been assigned to the service product?_____________________________

4. To sell the service product, create a sales order using the following information:Field Name Value


Purchase order number 8-657Material T-AS-REPAIR





Field Name ValueOrder Quantity 1 LE

5. Which item category has been determined for the item?_____________________________

6. Save the sales order and make a note of the document number._____________________________

7. To complete the process, create the invoice with reference to the sales order.Make a note of the document number._____________________________

Solution 36: Sell a Service Product.




Sales orders can also be used to sell services. To test this kind of process, you first have alook at a service product and then use it in the sales process.

1. Display the material master data of the service product T-AS-REPAIR using thefollowing information:

Field Name Value

Plant 1000Sales Organization 1000Distribution Channel 12

Note:Select the Basic Data 1 , Sales: Sales Org. Data 1 + 2 , and Sales: General/PlantData views.







Master Data > Products > Material > Services > Display .

b) Enter the material number on the initial screen of the transaction.


d) Select the relevant views.

e) Choose Continue to confirm your selection.

f) Maintain the relevant organizational units.

g) Choose Continue to call the master record.

2. Which material type has been used for the material?_____________________________

a) On the Basic Data 1 tab page, choose Information on material .


b) I th i d th t th di t i l t i




b) In the pop-up window, you can see that the corresponding material type is

DIEN.

3. Which item category has been assigned to the service product?_____________________________

a) Choose the Sales: sales org. 2 tab page. The item category LEIS has beenassigned to the material.

4. To sell the service product, create a sales order using the following information:

Field Name Value


Distribution Channel 12Division 00Sold-to party T-S50A##


i ld l




Field Name Value

Purchase order number 8-657Material T-AS-REPAIROrder Quantity 1 LE


Sales > Order > Create .b) Enter the order type and the organizational units on the initial screen of the

transaction.

c) Maintain the relevant information.

5. Which item category has been determined for the item?_____________________________


a) Double click the item to call the item details




a) Double-click the item to call the item details.

b) On the top of the screen, you can see that the item category TAD has beendetermined by the system.

6. Save the sales order and make a note of the document number._____________________________

a) In the sales order, choose Sales document > Save .7. To complete the process, create the invoice with reference to the sales order.

Make a note of the document number._____________________________


Billing > Billing Document > Create .b) Enter the number of the sales order in the Document column.


c) Choose Billing document > Save to save the invoice




c) Choose Billing document > Save to save the invoice.


TSCM60_1



● Sell service products



Lesson 1: Creating Credit Memo Requests

Lesson Objectives




jAfter completing this lesson, you will be able to:

● Create a credit memo request

TSCM60_1 Figure 94: Processes in Complaints Processing Unit 9 Lesson 1



TSCM60_1 Figure 95: Processing Credit and Debit Memos Unit 9 Lesson 1



TSCM60_1 Figure 96: Approving a Credit Memo Unit 9 Lesson 1



Exercise 37: Create a Credit Memo Request.You sell headlights to a customer. After the headlights have been delivered to the




customer and he has paid, the customer complains that one of the headlights does notwork. You agree with the customer that he will be given credit for the amount he hasalready paid.






Exercise 37: Create a Credit Memo Request.

4. Save the outbound delivery and record the document number.




________________________________

5. Pick the delivery and post the goods issue. To do so, create a transfer order usingthe following information:Field Name Value


Delivery Number of your outbound deliveryForeground/Background BackgroundAdopt Pick Quantity 2 (include pick quantities in delivery

and post GI)

6. Create the billing document with reference to the outbound delivery. Make a noteof the document number.___________________________________


7. The customer complains that 1 headlight does not work. Create a corresponding




credit memo request with reference to the sales order based on the followinginformation:Field Name Value

Order Type CRSales Organization 1000

Distribution Channel 12Division 00

8. Maintain Damaged in transit as the order reason.

9. Save the credit memo request and record the document number.

___________________________________10. Release the credit memo request for billing by removing the billing block.


11. Create the credit memo for the credit memo request and make a note of the




document number.___________________________________

Solution 37: Create a Credit Memo Request.You sell headlights to a customer. After the headlights have been delivered to the




customer and he has paid, the customer complains that one of the headlights does notwork. You agree with the customer that he will be given credit for the amount he hasalready paid.


Field Name Value



Solution 37: Create a Credit Memo Request.

Field Name Value









2. Save the order and write down the document number.________________________________


a) In the sales order, choose Sales document > Save . The document number is




assigned internally by the system.3. Create an outbound delivery for the previous sales order using the following

information:

Field Name Value

Shipping point Z0##

Selection date in 20 daysOrder Your order number


b) Enter the relevant information on the initial screen of the transaction.






4. Save the outbound delivery and record the document number.________________________________

a) In the outbound delivery, choose Outbound Delivery > Save . The documentnumber is assigned internally by the system.

5. Pick the delivery and post the goods issue. To do so, create a transfer order usingthe following information:

Field Name Value

Warehouse Number 010Delivery Number of your outbound deliveryForeground/Background Background


Field Name Value




Adopt Pick Quantity 2 (include pick quantities in deliveryand post GI)

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Picking > Create Transfer Order > SingleDocument.


c) Press ENTER to allow the system to create the transfer order.

6. Create the billing document with reference to the outbound delivery. Make a noteof the document number.

___________________________________






Billing > Billing Document > Create.b) Enter the number of the outbound delivery on the initial screen.

c) Choose Billing document > Save . The document number is assigned internallyby the system.

7. The customer complains that 1 headlight does not work. Create a correspondingcredit memo request with reference to the sales order based on the followinginformation:

Field Name Value

Order Type CRSales Organization 1000Distribution Channel 12


Field Name Value




Division 00

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Order > Create.

b) Enter the order type and the organizational data on the initial screen of the

transaction.c) Choose Sales document > Create with Reference .

d) Select the Order tab page.

e) Enter the number of the sales order.

f) Choose Item Selection .


g) On the selection list, reduce the quantity to 1 piece.




h) Choose Edit > Copy to copy the item to the credit memo request.

8. Maintain Damaged in transit as the order reason.

a) In the credit memo request, choose the Sales tab page.

b) Choose the order reason in the respective field.

9. Save the credit memo request and record the document number.___________________________________

a) Choose Sales document > Save . The document number is assigned internallyby the system.

10. Release the credit memo request for billing by removing the billing block.a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >

Sales > Order > Change.


b) Enter the number of the credit memo request on the initial screen of the




transaction.c) Press ENTER to call the document details.

d) Select the Sales or Item overview tab page.

e) Remove the billing block by choosing the last (empty) entry in thecorresponding drop-down list.

f) Choose Sales document > Save to adopt the change.

11. Create the credit memo for the credit memo request and make a note of thedocument number.___________________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Billing > Billing Document > Create.


b) Enter the number of the credit memo request on the initial screen of the




transaction.c) Choose Billing document > Save to create the credit memo. The document

number is assigned internally by the system.


● Create a credit memo request

TSCM60_1



Lesson 2: Cancelling Billing Documents

Lesson Objectives

Af l i hi l ill b bl





● Cancel a billing document

TSCM60_1 Figure 97: Canceling a Billing Document Unit 9 Lesson 2



Exercise 38: Cancel a Billing Document.Sometimes billing documents have to be canceled due to errors in the document (for

l d t i t t d t )




example, errors due to incorrect master data).1. Cancel the credit memo that you created during the last exercise.

2. Display the document flow for your credit memo. Make a note of the number of thecancellation document.__________________________________

Solution 38: Cancel a Billing Document.Sometimes billing documents have to be canceled due to errors in the document (for

l d t i t t d t )




example, errors due to incorrect master data).1. Cancel the credit memo that you created during the last exercise.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Billing > Billing Document > Cancel.

b) Enter the document number of the credit memo on the initial screen of thetransaction.

c) Choose Billing document > Save to cancel the credit memo.

2. Display the document flow for your credit memo. Make a note of the number of thecancellation document.__________________________________

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Billing > Billing Document > Display.

Solution 38: Cancel a Billing Document.

b) Enter the number of the credit memo on the screen.

c) Choose Environment > Display document flow You can find the number of the




c) Choose Environment > Display document flow . You can find the number of thecreated cancellation document in the document flow.


● Cancel a billing document

TSCM60_1



Lesson 3: Creating Invoice Correction Requests

Lesson Objectives

After completing this lesson you will be able to:





● Create an invoice correction request

TSCM60_1 Figure 98: Processing Invoice Corrections Unit 9 Lesson 3



TSCM60_1 Figure 99: Invoice Correction Procedure Unit 9 Lesson 3



Exercise 39: Create an Invoice Correction Request.A customer orders headlights. The material is delivered on time and billed accordingly.However, the customer complains that an agreed discount has not been taken intoaccount on the invoice You use an invoice correction request to resolve this issue




account on the invoice. You use an invoice correction request to resolve this issue.


Order Type OR



Exercise 39: Create an Invoice Correction Request.

Field Name Value






Ensure that no customer discount is recorded in the sales order.


3. Create an outbound delivery for the previous sales order using the followinginformation:Field Name Value

Shipping point Z0##Selection date in 20 days

Order Your order number


4. Save the outbound delivery and record the document number.




________________________________5. Pick the delivery and post the goods issue. To do so, create a transfer order using

the following information:Field Name Value



and post GI)



7. The customer complains that an agreed discount is missing on the invoice. Createa corresponding invoice correction request with reference to the billing document,based on the following information:




based on the following information:Field Name Value

Order Type RKSales Organization 1000Distribution Channel 12Division 00

8. How many items does the document contain?______________

9. Maintain Price discrepancy: price was too high as the order reason.


10. Record a customer-specific discount of 10% in item 20 using the condition typeK007.




11. What is the net value of the document?______________

12. Save the invoice correction request and record the document number.___________________________________

13. Release the invoice correction request for billing by removing the billing block.

14. Create the credit memo for the invoice correction request and make a note of thedocument number.___________________________________

Solution 39: Create an Invoice Correction Request.A customer orders headlights. The material is delivered on time and billed accordingly.However, the customer complains that an agreed discount has not been taken intoaccount on the invoice. You use an invoice correction request to resolve this issue.




q


Field Name Value

Order Type OR



Solution 39: Create an Invoice Correction Request.

Field Name Value





Ensure that no customer discount is recorded in the sales order.





e) Double-click item 10 to call the item details.f) Choose the Conditions tab page.


g) If the system has determined a customer discount (for example, usingcondition type K007), select the corresponding line and choose Delete Row .

2 S h d d i d h d b





a) In the sales order, choose Sales document > Save . The document number isassigned internally by the system.

3. Create an outbound delivery for the previous sales order using the followinginformation:

Field Name Value

Shipping point Z0##Selection date in 20 days

Order Your order number








4. Save the outbound delivery and record the document number.________________________________

a) In the outbound delivery, choose Outbound Delivery > Save . The documentnumber is assigned internally by the system.

5. Pick the delivery and post the goods issue. To do so, create a transfer order usingthe following information:


Field Name Value

Warehouse Number 010D li N b f tb d d li





and post GI)

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Shipping and Transportation > Picking > Create Transfer Order > SingleDocument.


c) Press ENTER to allow the system to create the transfer order.






a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Billing > Billing Document> Create.

b) Enter the number of the outbound delivery on the initial screen.

c) Choose Billing document > Save . The document number is assigned internallyby the system.

7. The customer complains that an agreed discount is missing on the invoice. Createa corresponding invoice correction request with reference to the billing document,based on the following information:

Field Name ValueOrder Type RK


Field Name Value

Sales Organization 1000Distribution Channel 12




Distribution Channel 12Division 00

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Order > Create.


c) Choose Sales document > Create with Reference .

d) Enter the number of the billing document in the dialog box.

e) Choose Copy .


8. How many items does the document contain?______________

a) The document contains two items whose amounts annul each other




a) The document contains two items whose amounts annul each other.

9. Maintain Price discrepancy: price was too high as the order reason.

a) In the invoice correction request, choose the Sales tab page.

b) Choose the order reason in the respective field.

10. Record a customer-specific discount of 10% in item 20 using the condition typeK007.

a) Double-click item 20 to call the item details.

b) Choose the Conditions tab page.

c) In the first empty line, enter condition type K007 and an amount of 10 (%).


d) Press ENTER to adopt the discount.

11. What is the net value of the document?




______________

a) Navigate to the overview screen.

b) The net value of the document corresponds to the value of the granteddiscount.

12. Save the invoice correction request and record the document number.___________________________________


13. Release the invoice correction request for billing by removing the billing block.


a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Order > Change.

b) Enter the number of the invoice correction request on the initial screen of the




b) Enter the number of the invoice correction request on the initial screen of thetransaction.


d) Select the Sales or Item overview tab page.

e) Remove the billing block by choosing the last (empty) entry in thecorresponding dropdown list.


14. Create the credit memo for the invoice correction request and make a note of the

document number.___________________________________



b) Enter the number of the invoice correction request on the initial screen of the




) qtransaction.

c) Choose Billing document > Save to create the credit memo. The documentnumber is assigned internally by the system.


● Create an invoice correction request

TSCM60_1



Lesson 4: Creating Returns

Lesson Objectives





● Create returns

TSCM60_1 Figure 100: Returns Processing Unit 9 Lesson 4



Exercise 40: Create a Return.A customer contacts you and informs you that he has bought too many headlights. Thecustomer wants to return them to get the money back. Since you do very good businesswith this customer, you agree that the material can be sent back and that the customerwill be credited with the amount paid.




will be credited with the amount paid.

1. Create a returns document using the following information:Field Name Value

Order Type RESales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS1##Quantity 5 pieces

Exercise 40: Create a Return.

Field Name Value

Order reason Quantity discrepancy




2. Save the returns document and record the document number._____________________________

3. The headlights have arrived. Create the returns delivery document for theheadlight using the following information:Field Name Value

Shipping Point Z0##Order Number of the return document

4. Post the goods receipt and make a note of the returns delivery document number.____________________________

Exercise 40: Create a Return.

5. Check the stock overview for the headlight in plant 1000. To which kind of specialstock has the quantity of the material been posted?____________________________




6. Release the returns document for billing by removing the billing block.

7. Create the credit memo with reference to the returns document and make a noteof the document number.____________________________

Solution 40: Create a Return.A customer contacts you and informs you that he has bought too many headlights. Thecustomer wants to return them to get the money back. Since you do very good businesswith this customer, you agree that the material can be sent back and that the customerwill be credited with the amount paid.




p

1. Create a returns document using the following information:

Field Name Value

Order Type RESales Organization 1000Distribution Channel 12Division 00Sold-to party T-S50A##Material T-AS1##Quantity 5 pieces

Solution 40: Create a Return.

Field Name Value

Order reason Quantity discrepancy









2. Save the returns document and record the document number._____________________________



3. The headlights have arrived. Create the returns delivery document for theheadlight using the following information:

Field Name Value

Shipping Point Z0##




Shipping Point Z0##Order Number of the return document


Shipping and Transportation > Outbound Delivery > Create > Single Document >With Reference to Sales Order .

b) Enter the shipping point and the document number on the initial screen.

c) Press ENTER to call the delivery details.

4. Post the goods receipt and make a note of the returns delivery document number.____________________________


a) In the delivery, choose Edit > Post Goods Receipt . The document is savedautomatically and the number is assigned internally by the system.

5. Check the stock overview for the headlight in plant 1000. To which kind of specialstock has the quantity of the material been posted?




stock has the quantity of the material been posted?____________________________

a) From the SAP Easy Access menu, choose Logistics > Materials Management >Inventory Management > Environment > Stock > Stock Overview.

b) Enter the material number and the plant on the initial screen of the transaction.

c) Choose Program > Execute to navigate to the stock overview.

d) Use the scroll bar at the bottom of the screen and scroll to the right. Thequantity has been posted to the returns stock.

6. Release the returns document for billing by removing the billing block.


a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales > Order > Change.

b) Enter the document number on the screen.





d) Choose the Sales or Item overview tab page.

e) Remove the billing block by choosing the last entry (blank) from the drop-downlist.


7. Create the credit memo with reference to the returns document and make a noteof the document number.

____________________________



b) Enter the number of the returns document on the initial screen.




c) Choose Billing document > Save .


● Create returns

TSCM60_1



Lesson 5: Performing Advanced Returns Management

Lesson Objectives


Perform ad anced ret rns management




● Perform advanced returns management

TSCM60_1 Figure 101: Document Flow in the Advanced

Returns Management

Unit 9 Lesson 5



TSCM60_1 Figure 102: Screen Layout of Returns Overview Unit 9 Lesson 5




● Perform advanced returns management

TSCM60_1



Unit 10: Lists and Analytics for Sales and DistributionProcesses

Lesson 1: Using Lists and Reports

Lesson 2: Performing Analyses in Sales and Distribution



Lesson 1: Using Lists and Reports


● Explain the sources of information in Sales and Distribution




Explain the sources of information in Sales and Distribution

● Analyze data using lists and reports

TSCM60_1 Figure 103: Sources of Sales and Distribution

Information

Unit 10 Lesson 1



TSCM60_1 Figure 104: Lists and Reports Unit 10 Lesson 1



TSCM60_1 Figure 105: How to Use Standard Document Lists Unit 10 Lesson 1



TSCM60_1 Figure 106: Documents with a Specific Status Unit 10 Lesson 1



TSCM60_1 Figure 107: Processing Worklists Unit 10 Lesson 1



TSCM60_1 Figure 108: Document Flow Unit 10 Lesson 1



Exercise 41: Analyze Data Using Lists and Reports.During daily business, it is essential for sales employees that they can find certain salesdocuments in the system (for example, incomplete orders or open quotations). To do this,

they can use several lists and reports that are available in SAP ERP. You will now work withthe list of sales orders as an example.

1 Check whether there are any open orders for material T AS3## for the current and




1. Check whether there are any open orders for material T-AS3## for the current andthe past month. Use a suitable list to do this.

2. Display a list of all the orders that have been created for material T-AS1## in the

course of this month.3. Branch to an order and enter the employee Melanie Mayer (personnel number

1701) as a sales representative. Return to the list.

Hint:You can branch to an order by double-clicking the entry.

Exercise 41: Analyze Data Using Lists and Reports.

4. Choose the display variant Order item .

5. Sort the list in ascending order based on sold-to party numbers.

6. Restrict the list to standard orders.




7. Determine the net value that has been obtained for this material in the given periodof time.

8. Move the document number column to the left end of the list and delete thepurchasing order column from the list.

9. Include the information on the plant and shipping point at the end of the list.

10. Display subtotals for each sold-to party.

11. Save your processed list as a user-specific display variant with the name: Layout

SCM6 -## and the description Order list ## .

Exercise 41: Analyze Data Using Lists and Reports.

12. Set your layout SCM600-## as the initial variant.

13. Send the list including a short note as express mail to another course participant,and a copy to yourself.

14. Call the list using your variant and material T-AS2##.




g y

Solution 41: Analyze Data Using Lists and Reports.During daily business, it is essential for sales employees that they can find certain salesdocuments in the system (for example, incomplete orders or open quotations). To do this,

they can use several lists and reports that are available in SAP ERP. You will now work withthe list of sales orders as an example.

1 Check whether there are any open orders for material T-AS3## for the current and




1. Check whether there are any open orders for material T-AS3## for the current andthe past month. Use a suitable list to do this.


Sales > Information System > Orders > List of Sales Orders.b) Enter T-AS3## in the Material field.

c) Choose Open sales orders .

d) Maintain the time slot using the Document Date fields.

e) Press ENTER to confirm the selection criteria and to populate the list.

Solution 41: Analyze Data Using Lists and Reports.

2. Display a list of all the orders that have been created for material T-AS1## in thecourse of this month.

a) In the list, choose Goto > Back to navigate back to the selection screen.

b) Enter T-AS1## in the Material field.




c) Enter appropriate document dates.

d) Choose All orders .

e) Press ENTER to confirm the selection criteria and to populate the list.

3. Branch to an order and enter the employee Melanie Mayer (personnel number1701) as a sales representative. Return to the list.

Hint:You can branch to an order by double-clicking the entry.


a) Double-click one of the selected sales orders.

b) Choose Goto > Header > Partner .

c) Enter partner function: Sales employee with partner (personnel) number 1701.

d) Choose Save and to navigate back to the list




d) Choose Save and to navigate back to the list.

4. Choose the display variant Order item .

a) Choose Settings > Layouts > Choose .b) Choose Order item .

c) Take a look at the layout now containing item information, for example materialnumber and quantity.

5. Sort the list in ascending order based on sold-to party numbers.

a) Select the Sold-to party column.


b) Choose Sort in ascending order .

6. Restrict the list to standard orders.

a) Select the Sales Document Type column.

b) Choose Set filter




b) Choose Set filter .

c) Enter sales document type OR .

d) Choose ENTER (Execute).7. Determine the net value that has been obtained for this material in the given period

of time.

a) Select the Net value column.

b) Choose Add up values .

8. Move the document number column to the left end of the list and delete thepurchasing order column from the list.


a) Choose Current... .

b) From the Displayed Columns section, select the Sales Document entry.

c) Choose Selected Fields Up several times.

d) Optionally you can use drag and drop to move entries up and down




d) Optionally, you can use drag and drop to move entries up and down.

e) From the Displayed Columns section, select the Purchase order number field.

f) Choose Hide selected fields . g) Optionally, you can use drag and drop to move entries from left to right.

h) Choose Adopt (ENTER).

9. Include the information on the plant and shipping point at the end of the list.

a) Choose Current... .


b) From the Column Set section, select the fields Plant and Shipping Point/Receiving Pt .

c) Choose Show selected fields n.

d) Move the two fields down using Selected Fields Down .




e) Choose Adopt (ENTER).

10. Display subtotals for each sold-to party.

a) Select the Sold-to party column.

b) Choose Subtotal .

11. Save your processed list as a user-specific display variant with the name: LayoutSCM6 -## and the description Order list ## .

a) Choose Settings > Layouts > Save .


b) Enter the layout SCM6 -## with the name Order list ## .

c) Select the User-Specific check-box.

d) Choose Adopt (ENTER).

12 Set your layout SCM600-## as the initial variant




12. Set your layout SCM600 ## as the initial variant.

a) Choose Settings > Layouts > Administration .

b) Select your layout and choose Define default setting .c) Choose Save .

d) Choose Goto > Back .

13. Send the list including a short note as express mail to another course participant,and a copy to yourself.

a) Choose List > Save > Office .


b) Enter any message text.

c) Enter any SCM600-## user ID into the Recipient column.

d) Enter your user ID as recipient as well.

e) Select the Express mail check-box, which you can find next to the Recipient




e) Select the Express mail check box, which you can find next to the RecipientType drop-down list.

f) Choose Document > Send .

14. Call the list using your variant and material T-AS2##.

a) Restart the transaction by choosing Logistics > Sales and Distribution > Sales >Information System > Orders > List of Sales Orders from the SAP Easy Accessmenu.



c) Press ENTER to populate the list. The list is started using your display variant.





● Explain the sources of information in Sales and Distribution

● Analyze data using lists and reports

TSCM60_1



Lesson 2: Performing Analyses in Sales and Distribution


● Analyze data using the Sales Information System (SIS)

E l i d l i i h SAP B i W h




● Explain data analysis in the SAP Business Warehouse

TSCM60_1 Figure 109: Information Systems in SAP ERP Unit 10 Lesson 2



TSCM60_1 Figure 110: Information Systems of the LIS Unit 10 Lesson 2



TSCM60_1 Figure 111: Data Warehouse Concepts Unit 10 Lesson 2



TSCM60_1 Figure 112: Composition of InformationStructures

Unit 10 Lesson 2



TSCM60_1 Figure 113: Information Structures in SD Unit 10 Lesson 2



TSCM60_1 Figure 114: Standard Analyses Unit 10 Lesson 2



TSCM60_1 Figure 115: Flexible Analyses Unit 10 Lesson 2



Exercise 42: Analyze Data Using the Sales Information System(SIS).You will run standard analyses using the Sales Information System and test the various

reporting functions.1. Review the customer sales history for this month by performing a standard

customer analysis for all customers in sales organization 1000 and distributionchannel 12 Save your selection as selection variant KA-##




channel 12. Save your selection as selection variant KA ##.

Hint:

Make sure that the Division field is blank on the selection screen.

2. Change the analysis settings to display the customer number and the customername.

3. Note down the value of the incoming orders for customer T-S50A##. Do not exit

the analysis.Incoming orders T-S50A##: ______________________________

Exercise 42: Analyze Data Using the Sales Information System(SIS).

4. Drill down the analysis to the bottom level. Note down the characteristics that are

used in the analysis.Level of Hierarchy Characteristic

1.

2




2.

3.

4.5.

6.


Hint:To reach the next level of the analysis, place the cursor on a characteristic in theleft-hand column and choose Detail . Optionally, double-click the characteristic.




5. Compare the sequence recorded above with the standard drilldown for thisanalysis.

6. Display a list of all possible key figures for your customer T-S50A##. Note downtwo key figures with values that are not included in your display (for example, costsfor incoming orders and sales volume).Key Figure Value

1.

2.


7. Add the key figures Incoming orders quantity and Billing quantity to your standard

analysis.8. Compare the two key figures Sales and Invoiced Sales: Cost . Note down the totals

for these two values and the percentage difference from both key figures.Sales:




Sales: ____________________________________________Invoiced sales: cost ____________________________________________

%: ______________________________________________9. Close the comparison. Change the drilldown to show the data broken down by

material.

10. Create a Top 3 list of your materials by sales and display the results aspercentages.

Solution 42: Analyze Data Using the Sales Information System(SIS).You will run standard analyses using the Sales Information System and test the various

reporting functions.1. Review the customer sales history for this month by performing a standard

customer analysis for all customers in sales organization 1000 and distributionchannel 12. Save your selection as selection variant KA-##.




y

Hint:

Make sure that the Division field is blank on the selection screen.

a) From the SAP Easy Access menu, choose Logistics > Sales and Distribution >Sales Information System > Standard Analyses > Customer .

b) Enter the selection criteria.

c) Remove any entry in the Division field.

Solution 42: Analyze Data Using the Sales Information System(SIS).

d) Choose Goto > Variants > Save as Variant .

e) Enter KA-## as the variant name and any description.

f) Choose Variant > Save .

g) Choose Customer Analysis > Execute to start the analysis




g) Choose Customer Analysis > Execute to start the analysis.

2. Change the analysis settings to display the customer number and the customer

name.a) Choose Settings > Characteristic display > Key and description .

3. Note down the value of the incoming orders for customer T-S50A##. Do not exitthe analysis.Incoming orders T-S50A##: ______________________________

a) The values are in the Total line and the Incoming orders column.


4. Drill down the analysis to the bottom level. Note down the characteristics that are

used in the analysis.Level of Hierarchy Characteristic

1.

2.




2.

3.

4.5.

6.


Hint:To reach the next level of the analysis, place the cursor on a characteristic in theleft-hand column and choose Detail . Optionally, double-click the characteristic.

a) Double-click the characteristics until you reach the last level




a) Double click the characteristics until you reach the last level.

b) The different characteristics are sold-to party, month, sales organization,

distribution channel, division, and material.

5. Compare the sequence recorded above with the standard drilldown for thisanalysis.

a) Choose Extras > Display standard drilldown .The recorded sequence corresponds to the standard drilldown.


6. Display a list of all possible key figures for your customer T-S50A##. Note downtwo key figures with values that are not included in your display (for example, costsfor incoming orders and sales volume).

Key Figure Value

1.




2.

a) Place the cursor on the value for a key figure of the customer.

b) Choose Extras > All Key Figures .

7. Add the key figures Incoming orders quantity and Billing quantity to your standardanalysis.

a) On the main screen of the analysis, choose Edit > Choose key figures .


b) Find the key figures mentioned in the exercise and move them to the Selectioncriteria section using the Choose icon.

c) Choose Continue (ENTER).

8. Compare the two key figures Sales and Invoiced Sales: Cost . Note down the totalsfor these two values and the percentage difference from both key figures




for these two values and the percentage difference from both key figures.Sales: ____________________________________________

Invoiced sales: cost ____________________________________________%: ______________________________________________

a) Place the cursor on the header of the Sales column.

b) Choose Edit > Comparisons > Two key figures.

c) Select Invoiced sls: cost .


d) Choose Continue (ENTER).

e) The relevant values are displayed on the screen.

9. Close the comparison. Change the drilldown to show the data broken down bymaterial.




a) Choose Close to close the comparison.

b) Choose View > Switch drilldown > Material .c) Choose Continue (ENTER).

10. Create a Top 3 list of your materials by sales and display the results aspercentages.

a) Place the cursor in the Sales field.


b) Choose View > Top N .

c) Enter 3 in the Number field.

d) Choose Continue (ENTER).

e) Choose Settings > Value display > Percent .




TSCM60_1 Figure 116: BI Architecture Unit 10 Lesson 2



TSCM60_1 Figure 117: SAP NetWeaver BI Info Providers Unit 10 Lesson 2



TSCM60_1 Figure 118: BI Content Unit 10 Lesson 2




Lesson 1: Setting Up Enterprise Structures



Lesson 1: Setting Up Enterprise Structures


● Set up enterprise structures




TSCM60_1 Figure 119: Enterprise Structures in the SAPSystem

Unit 11 Lesson 1



TSCM60_1 Figure 120: Integration of Sales in FinancialAccounting

Unit 11 Lesson 1



TSCM60_1 Figure 121: Organizational Structures in Sales Unit 11 Lesson 1



TSCM60_1 Figure 122: Sales Organization Unit 11 Lesson 1



TSCM60_1 Figure 123: Distribution Channel Unit 11 Lesson 1



TSCM60_1 Figure 124: Division Unit 11 Lesson 1



TSCM60_1 Figure 125: Sales Area Unit 11 Lesson 1



TSCM60_1 Figure 126: Sales Office and Sales Group Unit 11 Lesson 1



TSCM60_1 Figure 127: Plant Unit 11 Lesson 1



TSCM60_1 Figure 128: Delivering Plant Unit 11 Lesson 1



Exercise 43: Set Up Enterprise Structures.Business Example

You are part of the project team that is implementing the SAP system at your company.As the employee responsible for sales, you need to understand the structure that hasalready been created and verify the settings. You have to expand the existing enterprisestructure for your sales organization to include the new eSales distribution channel.

Hint:The required settings are located in Customizing for Enterprise Structure You can find some




The required settings are located in Customizing for Enterprise Structure . You can find someof the organizational data in Sales and Distribution and other data in the Financial Accounting ,Logistics - General , and logical execution areas.

Set up your enterprise structures for sales and distribution in the SAP system.

Task 1

1. Navigate to the definition of the organizational units and complete the Enterprise

Structures data sheet.

Exercise 43: Set Up Enterprise Structures.

2.





What is the description of your sales organization 1000? Which currency is used to updatethe statistics? What is the name and the address of the sales organization?





3.





Which distribution channels have been defined for Final customer sale and Service ?





4.





Which division has been created for the Cross-division sales?





Task 2

Familiarize yourself with the enterprise structures that are relevant for sales and that havebeen configured as organizational structures.

1. Navigate to the assignment of the organizational units and complete the EnterpriseStructure data sheet.

2 The organizational units determined above have been used to configure various




2. The organizational units determined above have been used to configure various

sales areas for your sales organization 1000 .Which sales areas have been defined?SalesOrganization

DistributionChannel

Division

The sales area 1000

The sales area 1000


3. Determine the sales offices responsible for managing sales in the sales area 1000/10/00 .

4. Add some examples of the sales groups assigned to the sales offices that you listed.





5. Which company code does your sales organization belong to?

Which currency is defined for this company code?




6. Enter the delivering plants that are assigned to the sales organization 1000 and thedistribution channel 10 in your data sheet.

Task 3Optional:

Exercise 43: Set Up Enterprise Structures.To meet the goal of establishing new sales possibilities, the management has approved aproject for establishing eSales as a new sales channel at your company. The managementwants to track the sales and revenues from these transactions separately. In addition,

pricing procedures that are different from all other sales processes must be possible.Configure the new organizational units that you will need.

1. Create a new distribution channel for eSales.





Hint:Use the Define distribution channel function. Do not use the Copy, delete, check

distribution channel function.Background:

The Define distribution channel function (only) creates a new distribution channel.The Copy, delete, check distribution channel function is a much more powerfulfunction and it allows you to copy all the distribution channel-specific settingsf h l Y l f hi h i i l Thi f i




from the template. You can also perform this synchronization later. This function

is extremely useful in projects. However, in this course, you are responsible forperforming the corresponding Customizing steps yourself.

Distribution channel: Y = 70 + ## (for example, for group 19: Y = 70 + 19 = 89)Description: eSales ##


2. A separate team of employees is being trained to process the orders that arereceived through eSales. Organizationally, these employees will be grouped in asales office. Set up the new sales office Ze## eOffice ## for this group. Use the

sales office 1000 as a template.

Task 4

Optional:Enhance the existing sales organization structures by integrating the new organizational




Enhance the existing sales organization structures by integrating the new organizationalunits.

1. Assign the new distribution channel to your sales organization Z000 .

2. Build new sales areas with your sales organization Z000 ; the new distributionchannel; and the divisions 00 , 01 , and 07 .


3. Ensure that deliveries for orders from the new sales areas can take place at yourdistribution centers at the Hamburg , Dresden , and Stuttgart plants.

4. Configure Customizing so that the orders that are entered for your new sales area Z000/ Y / 00 can be assigned to your new sales office ZE## eOffice ## .




Solution 43: Set Up Enterprise Structures.Business Example

You are part of the project team that is implementing the SAP system at your company.As the employee responsible for sales, you need to understand the structure that hasalready been created and verify the settings. You have to expand the existing enterprisestructure for your sales organization to include the new eSales distribution channel.

Hint:The required settings are located in Customizing for Enterprise Structure . You can find someof the organizational data in Sales and Distribution and other data in the Financial Accounting




of the organizational data in Sales and Distribution and other data in the Financial Accounting ,

Logistics - General , and logical execution areas.

Set up your enterprise structures for sales and distribution in the SAP system.

Task 1

1. Navigate to the definition of the organizational units and complete the Enterprise

Structures data sheet.

Solution 43: Set Up Enterprise Structures.

a) Go to Customizing for Enterprise Structure under Definition → Sales andDistribution → Define, copy, delete, check sales organization .

2.





What is the description of your sales organization 1000? Which currency is used to updatethe statistics? What is the name and the address of the sales organization?.





a) In the Choose Activity dialog box, choose Define Sales Organization .

b) On the Change View “Sales organizations”: Overview screen, double-click SOrg. 1000 .

c) On the Change View “Sales organizations”: Details screen, the system displaysthe following data:

Field Name or Data Type Value

Sales Organization 1000 Germany Frankfurt




Statistics currency EUR

d) Choose the Address pushbutton. The system displays the following data:


Name IDES Deutschl-Ffrn



Street/House number Friedrich-Naumann-Straße 16

Postal Code/City 60486 Frankfurt/M

3.





Which distribution channels have been defined for Final customer sale and Service ?.





a) Go to Customizing for Enterprise Structure under Definition → Sales andDistribution → Define, copy, delete, check distribution channel .

b) In the Choose Activity dialog box, choose Define distribution channel .

c) On the Change View “Distribution channels”: Overview screen, the systemdisplays the following data:

Field Name or Data Type Distribution Channel

Final customer sales 10




Service 14

4.


Which division has been created for the Cross-division sales?.





a) Go to Customizing for Enterprise Structure under Definition → Logistics -General → Define, copy, delete, check division .

b) In the Choose Activity dialog box, choose Define Division .

c) On the Change View “Divisions”: Overview screen, the system displays thefollowing data:

Division Name

Cross-division 00




Task 2

Familiarize yourself with the enterprise structures that are relevant for sales and that havebeen configured as organizational structures.


1. Navigate to the assignment of the organizational units and complete the EnterpriseStructure data sheet.

a) Go to Customizing for Enterprise Structure under Assignment → Sales andDistribution → Set up sales area .

2. The organizational units determined above have been used to configure varioussales areas for your sales organization 1000 .Which sales areas have been defined?

Sales Distribution Division




Organization ChannelThe sales area 1000

The sales area 1000

a) On the Change View “Assignment Sales Org. - Distribution Channel - Division” :screen, the system displays the following data:


Sales Organization Distribution Channel Division

1000 10 00

1000 14 00

3. Determine the sales offices responsible for managing sales in the sales area 1000/10/00 .




a) Go to Customizing for Enterprise Structure under Assignment → Sales andDistribution → Assign sales office to sales area .

b) On the Change View “Assignment Sales Office-Sales Area”: Overview screen,choose the Position button and search for sales organization 1000 , distributionchannel 10 , and division 00 . The system displays the following data:


Sales Office Name

1000 Office Frankfurt

1010 Office Hamburg

1030 Office Stuttgart

4. Add some examples of the sales groups assigned to the sales offices that you listed.




a) Go to Customizing for Enterprise Structure under Assignment → Sales andDistribution → Assign sales group to sales office . The system displays thefollowing data:

Sales Office Sales Group Description

1000 100 Gr. F1 Mr. Anton


Sales Office Sales Group Description

1000 101 Gr. F2 Mr. Mayer

1000 103 Gr. F3 Mr. Ludwig

1010 110 Gr. H1 Mr. Thomas

1010 111 Gr. H2 Mr. Thiel

1030 130 Gr. S1 Ms. Chmiel

1030 131 Gr. S2 Mr. Kaysers




5. Which company code does your sales organization belong to?


Which currency is defined for this company code?

a) Go to Customizing for Enterprise Structure under Assignment → Sales andDistribution → Assign sales organization to company code .

b) On the Change View “Assignment Sales Organization - Company Code”:Overview screen, the system displays the following data:

Company Code Company Name




p y p y

1000 IDES AG

c) Go to Customizing for Enterprise Structure under Definition → Financial Accounting → Edit, Copy, Delete, Check Company Code .


d) In the Choose Activity dialog box, choose Edit Company Code Data .

e) On the Change View “Company Code”: Overview screen, double-click CompanyCode 1000 .

f) On the Change View “Company Code”: Details screen, the system displays thefollowing data:


Currency EUR




6. Enter the delivering plants that are assigned to the sales organization 1000 and thedistribution channel 10 in your data sheet.

a) Go to Customizing for Enterprise Structure under Assignment → Sales andDistribution → Assign sales organization - distribution channel - plant .


b) On the Change View “Assignment Sales Organization/Distribution Channel –Plant screen, choose the Position button and search for sales organization 1000and distribution channel 10 . The system displays the following data:

Plant Name 1 1000 Hamburg

1100 Berlin

1200 Dresden

1300 Frankfurt




Task 3

Optional:To meet the goal of establishing new sales possibilities, the management has approved a

project for establishing eSales as a new sales channel at your company. The management

Solution 43: Set Up Enterprise Structures.wants to track the sales and revenues from these transactions separately. In addition,pricing procedures that are different from all other sales processes must be possible.Configure the new organizational units that you will need.

1. Create a new distribution channel for eSales.





Hint:Use the Define distribution channel function. Do not use the Copy, delete, checkdistribution channel function.

Background:

The Define distribution channel function (only) creates a new distribution channel.The Copy, delete, check distribution channel function is a much more powerfulfunction and it allows you to copy all the distribution channel-specific settingsfrom the template. You can also perform this synchronization later. This function




is extremely useful in projects. However, in this course, you are responsible forperforming the corresponding Customizing steps yourself.

Distribution channel: Y = 70 + ## (for example, for group 19: Y = 70 + 19 = 89)Description: eSales ##


a) Go to Customizing for Enterprise Structure under Definition → Sales andDistribution → Define, copy, delete, check distribution channel .

b) In the Choose Activity dialog box, choose Define distribution channel .

c) On the Change View “Distribution channels”: Overview screen, choose the NewEntries pushbutton.

d) Enter the following values:





Distribution Channel <70 + ##>Description <eSales ##>

e) Save your new distribution channel details.

2. A separate team of employees is being trained to process the orders that are

received through eSales. Organizationally, these employees will be grouped in a


sales office. Set up the new sales office Ze## eOffice ## for this group. Use thesales office 1000 as a template.

a) Go to Customizing for Enterprise Structure under Definition → Sales and

Distribution → Maintain sales office .

b) Choose Sales office 1000 , and choose the Copy As pushbutton.

c) Enter sales office <ZE##> and description <eOffice ##>. Choose the Copypushbutton.




d) On Edit address screen , choose the Copy pushbutton. In the Adjustment of Titleand Name dialog box, choose the Yes pushbutton.

e) Save your new sales office details.

Task 4

Optional:

Solution 43: Set Up Enterprise Structures.Enhance the existing sales organization structures by integrating the new organizationalunits.

1. Assign the new distribution channel to your sales organization Z000 .

a) Go to Customizing for Enterprise Structure under Assignment → Sales andDistribution → Assign distribution channel to sales organization .

b) On the Change View “Assignment Sales Organization - Distribution Channel”:Overview screen, choose the New Entries pushbutton.




c) Enter the following values:Field Name or Data Type Value

SOrg . Z000

DChl <70 + ##>

d) Save your new distribution channel for your sales organization.


2. Build new sales areas with your sales organization Z000 ; the new distributionchannel; and the divisions 00 , 01 , and 07 .

a) Go to Customizing for Enterprise Structure under Assignment → Sales and

Distribution → Set up sales area .

b) On the Change View “Assignment Sales Org. – Distribution Channel - Division” :screen, choose the New Entries pushbutton.

c) Enter the following values:

Sales Organization Distribution Channel Division




Z000 <70 + ##> 00

Z000 <70 + ##> 01

Z000 <70 + ##> 07

d) Save sales areas for your sales organization.


3. Ensure that deliveries for orders from the new sales areas can take place at yourdistribution centers at the Hamburg , Dresden , and Stuttgart plants.


Distribution → Assign sales organization - distribution channel - plant .b) On the Change View “Assignment Sales Organization/Distribution Channel -

Plant screen, choose the New Entries pushbutton.

c) Enter the following values:

Sales Organization Distribution Channel Plant




Z000 <70 + ##> 1000

Z000 <70 + ##> 1200

Z000 <70 + ##> 1400

d) Save the plant for your sales organization.


4. Configure Customizing so that the orders that are entered for your new sales area Z000/ Y / 00 can be assigned to your new sales office ZE## eOffice ## .


Distribution → Assign sales office to sales area .b) On the Change View “Assignment Sales office-sales area”: Overview screen,

choose the New Entries pushbutton.

c) Enter Z000 as the sales organization, <70 + ##> as the distribution channel, 00

as the division, and ZE## as the sales office.




d) Save your entries.


● Set up enterprise structures

TSCM60_1



Determine whether this statement is true or false.

"You can assign a sales organization to multiple companycodes and plants."

TSCM60_1 Unit 11




"You can assign a sales organization to multiple companycodes and plants."

False

TSCM60_1 Unit 11




"Several company codes can use the same chart of accounts."

TSCM60_1 Unit 11




"Several company codes can use the same chart of accounts."True

TSCM60_1 Unit 11



Unit 12: Sales Order Processing

Lesson 1: Identifying Sources of Document Data

Lesson 2: Using Additional Functions During Sales Order Processing



Lesson 1: Identifying Sources of Document Data


● Identify the sources of document data




TSCM60_1 Figure 129: Sources of Document Data Unit 12 Lesson 1



TSCM60_1 Figure 130: Proposing Order Data from MasterData

Unit 12 Lesson 1



TSCM60_1 Figure 131: Sales Order Entry – Deriving the SalesArea

Unit 12 Lesson 1



TSCM60_1 Figure 132: Business Partners from the CustomerMaster

Unit 12 Lesson 1



TSCM60_1 Figure 133: Proposing Order Data from theCustomer Master

Unit 12 Lesson 1



TSCM60_1 Figure 134: Business Data Unit 12 Lesson 1



TSCM60_1 Figure 135: Proposing Plants Automatically Unit 12 Lesson 1



Exercise 44: Identify Sources of Document Data.Business Example

To optimize the entry and processing of sales documents, you are required to enter only afew items when creating sales documents. The majority of the information must be copiedfrom the master data.Identify how master data is proposed in sales documents.

Task 1

1. Create a standard order for the product T-ATC## (1 unit) with the purchase ordernumber ##LO605-OR03 . Do not specify the sales area (delete any value that is

suggested by the system). The ship-to party isT-S62F##

.




2. Which sold-to party does the system determine?

Exercise 44: Identify Sources of Document Data.

Sold-to party:





3. Which sales area does the system determine?





Sales area:





Where does the system find this information?





Task 2

Your customer T-S62A## places an order with you. The customer wants the delivery to

take place in two weeks. The purchase order number is ##LO605-OR04 .

1. Enter an item for 5 pieces of the material T-ATC## .You offer the following terms of payment to your customer for this item: 14 days 3%, 30 days 2%, 45 days net .

Terms of payment:





2. Enter another item for 20 units of the material T-ATD## . This item has differentterms of payment: 20 days 2%, 30 days net .This material must also be delivered to another address. Change the ship-to partyof this item to your customer T-S62B## .

Terms of payment:

3. Deliver the order on the delivery date that is requested by your customer.





What message appears in the log?

Hint:If necessary, set the selection date for the delivery to two weeks from today.

4. Which delivering plant is determined by the system?





Delivering plant for the material T-ATC## :

Delivering plant for the material T-ATD## :

5 Which master records does the system use to extract this information?




5. Which master records does the system use to extract this information?


Task 3

1. Your plant 1000 contains stock for the material T-ATD## . When the customer T-

S62A## in the sales organization 1000 and distribution channel 10 orders thecustomer-specific material, the material T-ATD## must be delivered from theplant 1000 . Save the agreement with your customer as a master record.Create a customer-specific material information record so that this material isalways taken from plant 1000 for this customer.

2. The customer manages this material with the number PC-M-## and descriptionPC-Monitor ## .




Enter these details into the customer-specific material information record.

3. You receive an order from the customer T-S62A## with the purchase ordernumber ##LO605OR05 . The customer orders 12 pieces of PC-Monitor ## , which


the customer manages under the material number PC-M-## . The customer wantsto receive the delivery in two weeks. Create the sales order.Can you meet the requested delivery date? Which plant will be used to supply thedelivery?

Hint:You can use the Ordering Party overview screen to enter items with the purchaseorder numbers of the customer.




Solution 44: Identify Sources of Document Data.Business Example

To optimize the entry and processing of sales documents, you are required to enter only afew items when creating sales documents. The majority of the information must be copiedfrom the master data.Identify how master data is proposed in sales documents.

Task 1

1. Create a standard order for the product T-ATC## (1 unit) with the purchase ordernumber ##LO605-OR03 . Do not specify the sales area (delete any value that issuggested by the system). The ship-to party is T-S62F## .

a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution




) y , g→ Sales → Order → Create (VA01 ).

b) On Create Sales Order: Initial Screen , enter OR in the Order Type field andchoose Enter .

Solution 44: Identify Sources of Document Data.

c) On the Create Standard Order: Overview screen, enter the following data:


Ship-To Party T-S62F##

PO Number ##LO605-OR03

Material T-ATC##

Order Quantity 1

d) Choose Enter .

2. Which sold-to party does the system determine?





Sold-to party:.





a) The Sold-To Party field displays T-S62E## HiTech AG .

3. Which sales area does the system determine?





Sales area:.





Where does the system find this information?.





a) The Sales area field displays 1000/10/00 .The system determines the sold-to party from the ship-to party. The sales areais then determined from the sold-to party master record.

Task 2

Your customer T-S62A## places an order with you. The customer wants the delivery totake place in two weeks. The purchase order number is ##LO605-OR04 .

1. Enter an item for 5 pieces of the material T-ATC## .You offer the following terms of payment to your customer for this item:14 days 3% 30 days 2% 45 days net




14 days 3%, 30 days 2%, 45 days net .


Terms of payment:

a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution→ Sales → Order → Create (VA01 ).


c) On the Create Standard Order: Overview screen, enter the following data:


ld T S62A##




Sold-To Party T-S62A##


Material T-ATC##



Order Quantity 5

Payment terms ZB01

d) Choose Enter . The system displays the terms of payment as 14 days 3%, 30days 2%, 45 days net .

2. Enter another item for 20 units of the material T-ATD## . This item has differentterms of payment: 20 days 2%, 30 days net .

This material must also be delivered to another address. Change the ship-to partyof this item to your customer T-S62B## .




Terms of payment:


a) On the Create Standard Order: Overview screen, enter another material T-

ATD## with quantity 20 . Choose Enter .

b) Double-click to select the line item for the new material and go to the item

Partners tab page. Replace the existing ship-to party with T-S62B## . ChooseEnter . In the dialog boxes that appear, choose Continue . Redetermine theplant/shipping point.

c) Go to the item Billing Document tab page and replace the payment terms byZB03 .

d) Choose Enter . The system displays the terms of payment as 20 days 2%, 30days net .




e) Save the order.

3. Deliver the order on the delivery date that is requested by your customer.


What message appears in the log?

Hint:If necessary, set the selection date for the delivery to two weeks from today.

a) On the SAP Easy Access screen, choose Logistics → Sales andDistribution → Shipping and Transportation → Outbound

Delivery →

Create →

Single Document →

With Reference to Sales Order(VL01N ).




b) On the Create Outbound Delivery with Order Reference screen, enter thefollowing data:



Shipping point 1200

Selection date <current date + two weeks>

Order <the order number that wasgenerated by you in the previousstep>

c) Choose Enter .

d) Choose Error →

Log . There is a delivery split for both items because of differentroutes. The two order items are to be delivered to different ship-to parties;which means that each one has to be a separate delivery.




which means that each one has to be a separate delivery.

4. Which delivering plant is determined by the system?


Delivering plant for the material T-ATC## :

Delivering plant for the material T-ATD## :

a) On the SAP Easy Access screen, choose Logistics → Sales andDistribution → Sales → Order → Display (VA03 ).

b) On Display Sales Order: Initial Screen , enter the order number that yougenerated. Choose Enter .




c) Select the item 10 and go to the item shipping. The Plnt field displays 1200 .

d) Select the item 20 and go to the item shipping. The Plnt field displays 1200 .


5. Which master records does the system use to extract this information?

Materials master records

Task 3

1. Your plant 1000 contains stock for the material T-ATD## . When the customer T-

S62A## in the sales organization 1000 and distribution channel 10 orders thecustomer-specific material, the material T-ATD## must be delivered from theplant 1000 . Save the agreement with your customer as a master record.Create a customer-specific material information record so that this material isalways taken from plant 1000 for this customer.




y p


a) On the SAP Easy Access screen, choose Logistics → Sales andDistribution → Master Data → Agreements → Customer MaterialInformation → Create (VD51 ).

b) On the Create Customer-Material Info Record screen, enter the following data:Field Name or Data Type Value

Customer T-S62A##

Sales Organization 1000


c) On Create Customer-Material Info Record: Overview Screen , enter the followingdata:




data:


Material no. T-ATD##



Cust. material PC-M-##

d) Choose Enter .2. The customer manages this material with the number PC-M-## and description

PC-Monitor ## .Enter these details into the customer-specific material information record.

a) On Create Customer-Material Info Record: Overview Screen , choose the Info

record details pushbutton.b) On Create Customer-Material Info Record: Item Screen , enter the following data:





Customer Material PC-M-##

Solution 44: Identify Sources of Document Data.Field Name or Data Type Value

Customer description PC-Monitor ##

Plant 1000

c) Save the record.

3. You receive an order from the customer T-S62A## with the purchase ordernumber ##LO605OR05 . The customer orders 12 pieces of PC-Monitor ## , whichthe customer manages under the material number PC-M-## . The customer wantsto receive the delivery in two weeks. Create the sales order.Can you meet the requested delivery date? Which plant will be used to supply thedelivery?





Hint:You can use the Ordering Party overview screen to enter items with the purchaseorder numbers of the customer.

a) On the SAP Easy Access screen, choose Logistics → Sales andDistribution → Sales → Order → Create (VA01 ).


c) On the Create Standard Order: Overview screen, enter the following data:Field Name or Data Type Value




Sold-To Party T-S62A##


Solution 44: Identify Sources of Document Data.Field Name or Data Type Value

Req. deliv.date <current date + two weeks>

d) On theOrdering party

tab page, enter the following data:Field Name or Data Type Value

Customer Material Number PC-M-##

Order Quantity 12

e) Choose Enter . The system displays the plant as 1000 . The requested deliverydate can be met.

f) Save the order




f) Save the order.


● Identify the sources of document data

TSCM60_1



TSCM60_1 Figure 136: Sales Summary Unit 12 Lesson 2



TSCM60_1 Figure 137: Changes to Sales Documents Unit 12 Lesson 2



TSCM60_1 Figure 138: Blocks Unit 12 Lesson 2



TSCM60_1 Figure 139: Item Rejection Unit 12 Lesson 2



TSCM60_1 Figure 140: Changes to the Sold-To Party in theSales Document

Unit 12 Lesson 2



Exercise 45: Use Additional Functions During Sales OrderProcessing.Business ExampleYour company has implemented the SAP system. As an employee who is responsible forsales order processing, you need to create sales documents. To optimize the process, youmust be required to enter only a few items when creating sales documents and themajority of the information must be copied from the master data.Add another order item to the standard order that is created with reference to thepurchase order number ##LO605-OR05 . Reject the first order item with the purchaseorder number ##LO605-OR05 by entering a relevant reason for rejection.

Task 1Your customer informs you that they would like to add materials to their purchase ordernumber ##LO605-OR05 .




1. Enter another item for 16 units of the material T-ATE## . The delivery date is twoweeks from today.

Exercise 45: Use Additional Functions During Sales OrderProcessing.

Task 2

Your customer can get the first order item of the document ##LO605-OR05 for a betterprice somewhere else. Therefore, they reject this item.

1. Cancel this item by entering the relevant reason for rejection.

2. Display the delivery and rejection status for the order.

3. Create a delivery for this order by using the shipping point 1200 . The delivery dateis two weeks from today. Decrease the quantity of the first item in the delivery byhalf.Save the delivery. Check the status of the order.




y

Solution 45: Use Additional Functions During Sales OrderProcessing.Business ExampleYour company has implemented the SAP system. As an employee who is responsible forsales order processing, you need to create sales documents. To optimize the process, you

must be required to enter only a few items when creating sales documents and themajority of the information must be copied from the master data.Add another order item to the standard order that is created with reference to thepurchase order number ##LO605-OR05 . Reject the first order item with the purchaseorder number ##LO605-OR05 by entering a relevant reason for rejection.

Task 1Your customer informs you that they would like to add materials to their purchase ordernumber ##LO605-OR05 .




1. Enter another item for 16 units of the material T-ATE## . The delivery date is twoweeks from today.

Solution 45: Use Additional Functions During Sales OrderProcessing.

a) On the SAP Easy Access screen, choose Logistics → Sales andDistribution → Sales → Order → Change (VA02 ).

b) Enter the purchase order number ##LO605-OR05 and choose the Searchpushbutton. Select the sales order that you created in the previous exercise.

c) On the Change Sales Order screen, enter another material T-ATE## with 16 asthe quantity.

d) Choose Enter .

Task 2

Y h fi d i f h d ##LO605 OR05 f b




Your customer can get the first order item of the document ##LO605-OR05 for a betterprice somewhere else. Therefore, they reject this item.


1. Cancel this item by entering the relevant reason for rejection.

a) On the Create Standard Order: Overview screen, choose the Reason for rejectiontab page.

b) For the material T-ATD## , select 03 Too expensive in the Reason for rejectioncolumn.

c) Save the sales order.

2. Display the delivery and rejection status for the order.

a) On Display Sales Order: Initial Screen , in the Order field, enter the order numberof the order that you created.




b) Choose the Status overview pushbutton.


c) On the Sales Order: Status Overview screen, choose the Expand all pushbutton.The following information is displayed:


Total processing Being processed

Header Status: Delivery Not delivered

Header status: Reject Partially rejected

For item 10, the following information is displayed:

Field Name or Data Type ValueTotal processing Completed

Item Delivery status Not delivered




Item - Delivery status Not delivered



Item - Rejection status Fully rejected



Total processing Open

Item - Delivery status Not delivered

Item - Rejection status Nothing rejected

3. Create a delivery for this order by using the shipping point 1200 . The delivery dateis two weeks from today. Decrease the quantity of the first item in the delivery by




is two weeks from today. Decrease the quantity of the first item in the delivery byhalf.Save the delivery. Check the status of the order.


a) On the SAP Easy Access screen, choose Logistics → Sales andDistribution → Shipping and Transportation → OutboundDelivery → Create → Single Document → With Reference to Sales Order

(VL01N ).b) On the Create Outbound Delivery with Order Reference screen, enter the

following values:


Shipping Point 1200

Selection date <two weeks from current date>Order <enter the order number of the

order that you created>





c) Choose Enter .

d) On the Delivery Create: Overview screen, enter the following values:

Field Name or Data Type Value Material T-ATE##

Deliv. Qty 8

e) Save the delivery and exit.

f) On the SAP Easy Access screen, choose Logistics → Sales andDistribution → Sales → Order → Display (VA03 ).

g) On Display Sales Order: Initial Screen , in the Order field, enter the order number




g) p y , ,of the order that you created. Choose the Status overview pushbutton.


h) On the Sales Order: Status Overview screen, choose the Expand all pushbutton.The following information is displayed for item 10:


Total processing CompletedHeader - Delivery status Not delivered



Total processing Being processedHeader - Delivery status Partially delivered





● Use additional functions during sales order processing

TSCM60_1



Which of the following business partners are essential for a sales transaction?

Choose the correct answers.

A. Sold-to party

B. Contact person

C. Ship-to party

D. Forwarding Agent

TSCM60_1 Unit 12



Which of the following business partners are essential for a sales transaction?

A. Sold-to party

C. Ship-to party

TSCM60_1 Unit 12




"The shipping conditions of a sales order are copied fromthe...."

TSCM60_1 Unit 12




"The shipping conditions of a sales order are copied fromthe...."True

TSCM60_1 Unit 12



During the determination of the delivering plant, the system checks the _______ first.

Choose the correct answer.

A. Customer Material Information Record

B. Customer Master Record

C. Material Master Record

TSCM60_1 Unit 12



During the determination of the delivering plant, the system checks the _______ first.

A. Customer Material Information Record

TSCM60_1 Unit 12



On which levels can a billing block be set in a sales document?

Choose the correct answers.

A. Header level

B. Item level

C. Schedule line level

TSCM60_1 Unit 12



On which levels can a billing block be set in a sales document?

A. Header level

B. Item level

TSCM60_1 Unit 12

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