Is Retail Configurations Scenarios

IS-RETAIL CONFIGURATION AND SCENARIOS DOCUMENT

Prepared by: Ankush Barapatre Anirban Bose

Is-Retail Configuration and Scenarios Document

TABLE OF CONTENT 1) Customization Settings required -------------------------------------------------- 3 2) Retail Master Data ----------------------------------------------------------------37 2.1) Site Creation ------------------------------------------------------------------------------37 2.1.1) Site Creation (DC) -----------------------------------------------------------------37 2.1.2) Site Creation (Store)---------------------------------------------------------------42 2.2) Article Creation ---------------------------------------------------------------------------44 2.3) Vendor Creation--------------------------------------------------------------------------51 3) Processes:-------------------------------------------------------------------------59 3.1) Assortment Listing: ----------------------------------------------------------------------59 3.2) Pricing --------------------------------------------------------------------------------------65 3.2.1) Purchase pricing:-------------------------------------------------------------------65 3.2.2) Sales Pricing:------------------------------------------------------------------------67 3.3) Merchandise Category -----------------------------------------------------------------73 3.3.1) Merchandise Category Hierarchy Levels ------------------------------------74 3.3.2) Creating Merchandise Category -----------------------------------------------78 3.3.3) Assigning Merchandise Category Hierarchy --------------------------------79 3.3.4) Merchandise Category Assignment to the class---------------------------82 4) SCENARIOS ----------------------------------------------------------------------87 4.1) Purchase from External Vendor -----------------------------------------------------90 4.2) Stock Transfer from DC to Store ----------------------------------------------------95

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RETAIL CONFIGURATION

1) Customization Settings required 3

Is-Retail Configuration and Scenarios Document 1.1) Company Activity Defining Company Path SAP IMGEnterprise StructureDefinitionFinancial AccountingDefine Company T. Code SPRO

Click on the “New Entries”

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Mention the details for the new company to be created. The Save the data.

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Click “Copy Organizational Object”

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Copy data from Company Code 0001 to Company Code vm1

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Click “No”

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Data Copied

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Edit Company Code Data as per your requirement

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Assign Company Code to company:

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Save Data

Defining Division

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Assigning Site to company code:

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Save the data

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Save the data

Defining Distribution Channel:

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Click on “New Entries”

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Save the data

Assigning Sales Organization to Company Code:

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Save the Data

Assigning Distribution Channel to Sales Organization:

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Fill up the required details & save the data

Assigning Division to Sales Organization:

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Click on “New Entries”

Save the Data

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Is-Retail Configuration and Scenarios Document Setting Up Sales Area:

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Fill up the details

Assign Sales Organization,-Distribution channel-Site:

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Is-Retail Configuration and Scenarios Document Maintaining Storage Location:

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Save the data

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Is-Retail Configuration and Scenarios Document Maintaining Purchasing Organization:

Save the Data

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Is-Retail Configuration and Scenarios Document Assigning Purchase Organization to company Code:

Assign & then save the data

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Is-Retail Configuration and Scenarios Document Assign Purchasing Organization to Site:

Assign & then save the data

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Defining Shipping Point:

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Assigning shipping point to site

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RETAIL MASTER DATA

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2) Retail Master Data 2.1) Site Creation 2.1.1) Site Creation (DC) Activity Creating Site Path SAP MenuLogisticsRetailingMaster DataSite DataAssortmentModuleCreate T.Code WB01

Enter Site Name and Site profile

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Fill up the details under the “Organization/Calendar” tab & Write “IN” in “Calendar”

Fill up the details under the “Address” tab

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Fill up the details under the “Valuation/Inv Mgmnt” tab

Fill up the details under the “Listing/req. plng” tab

Fill up the details under the “Valuation/Inv Mgmnt” tab

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Fill up the details under the “Purchasing/Distribution” tab

Fill up the details under the “POS” tab

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Fill up the details under the “Layout/blocks” tab (if necessary). Press Save.

Assign vendor code for the site to be created

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Assign customer code for the site to be created. Save the data to create the site.

2.1.2) Site Creation (Store)

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Mention the Site code and Site profile to be created

Fill up the details under all the tabs. Proceed as the steps followed in DC creation, save the data to create the store.

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2.2) Article Creation Activity Creating Article Path SAP MenuLogisticsRetailingMaster DataArticle DataArticleCreate T.Code WB01

Fill up the data corresponding to the article to be created in all the views.

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The EAN has been determined internally on the basis of EAN category.

Fill up the data in the Listing view.

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Click on the “Validity Area” tab and mention the Sales Org & Distr. Channel.

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Save the data

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2.3) Vendor Creation Activity Creating Vendor Path SAP MenuLogisticsRetailingMaster DataVendor DataEdit VendorsOther VendorsCreate Central T.Code XK01

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Save

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New Vendor created

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RETAIL PROCESSES

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3) Processes: 3.1) Assortment Listing: 3.1.1) Activity Path T.Code

Creating Assortment Module SAP Menu->Logistics->Retailing->Master Data>Assortment/Listing->Assortment->Module->Create WSO1

Enter the name of new Assortment module and Press Enter

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Description of Assortment module Enter Article to be listed

Note: One can also vary the validity of assortment module by changing Valid from and To fields.

Press Save

3.1.2) Activity Path

Creating General Assortment SAP Menu->Logistics->Retailing->Master Data>Assortment/Listing->Assortment->General Assortment->Create 60

T.Code

Is-Retail Configuration and Scenarios Document WSOA1

Enter Assortment name

Select Assortment Type

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Enter Merchandise Category

Save

Enter Sites (i.e. DC and Store) in which the article is to be listed)

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Select “Create Job without parameter Control”

Select Immediate and Press Save

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T.Code

Assortment Assignment SAP Menu->Logistics->Retailing->Master Data>Assortment/Listing->Assortment->Module->Assortment Assignment WSO5

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Enter Assortment (created in previous step) and then Press Save

3.2) Pricing 3.2.1) Purchase pricing: In Article master, Purchasing view: 65


Net Price and Effective price are defined here

Net price of Article: Price arrived at after taking all discounts and surcharges into account. Effective price of Article: End price after taking all conditions (for example, cash (prompt-payment) discounts, delivery costs etc.) into account.

Press the conditions button to see purchase side conditions

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Purchase price can be changed from here

Other purchase side pricing conditions such as discounts (RA00 and RA01) can also be added here:

3.2.2) Sales Pricing: 67

Is-Retail Configuration and Scenarios Document In Article master, sales view:

Press this button to see the sales price conditions

Net Sales Price: Sales price of a material without the taxes incurred by that material. Gross SP: Sales price of a material including all taxes incurred by that material (value-added tax etc). When the material is sold to customer, this is the sales price on which the consumer is billed. Final Price: This is the final sales price that was determined in the sales price calculation function.

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Buttons to see the purchase and sales conditions

To create and change Sales Price conditions of an Article, one can also use VKP5 and VKP1 respectively:

Activity Path T.Code

Change Price Calculation SAP Menu->Logistics->Retailing->Master Data->Pricing->Price Calculation->Change VKP1

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Press Execute button

One can change the Final SP from here, Enter

Current Retail Price

Changing the Final SP:

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Enter the new Final SP and press Enter

Check this and press Save

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We can see that the ‘Current Retail Price has been changed to Rs. 12: Activity Path T.Code

Display Price Calculation SAP Menu->Logistics->Retailing->Master Data->Pricing->Price Calculation->Display VKP8

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Press F8:

So, Current Retail price was changed to INR 12 from INR 11 in last step

3.3) MERCHANDISE CATEGORY 73

Is-Retail Configuration and Scenarios Document 3.3.1) MERCHANDISE CATEGORY HIERARCHY LEVEL Activity Creating Merchandise Category Hierarchy Level Path SAP MenuLogisticsRetailingMaster DataMaterial Group DataMerchandise Category Hierarchy LevelCreate T. Code CLWM OBJECTIVE: TO CREATE THE FOLLOWING MERCHANDISE CATEGORY HIERARCHY

CLOTHING

MEN’S

LADIES

MEN’S SHIRT (MC)

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Write the Hierarchy Level that you want to create

Fill up the details

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Save to create the hierarchy level

SIMILARLY CREATE THE HIERARCHY LEVEL FOR MEN’S & LADIES:

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3.3.2) CREATING MERCHANDISE CATEGORY

Activity Path T. Code

Creating Merchandise Category SAP MenuLogisticsRetailingMaster DataMaterial Group DataMerchandise CategoryCreate WG21

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Give the name & description of the Merchandise Category to be created.

Save the data to create the Merchandise Category.

3.3.3) Assigning Merchandise Category Hierarchy 79

Activity Path T. Code

Is-Retail Configuration and Scenarios Document Merchandise Category Hierarchy assignments SAP MenuLogisticsRetailingMaster DataMaterial Group DataHierarchy AssignmentMerchandise Category Hierarchy AssignmentCreate WG21

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Mention the Hierarchy Level

Assign the classes (E.g. here “MEN’S” & “LADIES”) to the hierarchy level

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Save the data

3.3.4) Merchandise Category Assignment to the class Activity Merchandise Category assignment to the class Path SAP MenuLogisticsRetailingMaster DataMaterial Group DataMerchandise Category Change T. Code WG22

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Assign the Merchandise Category to the class

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Save the data

Recheck to see whether the Merchandise Category hierarchy has been created or not.

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Required Hierarchy has been created

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RETAIL SCENARIOS

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4) SCENARIOS Following figure shows purchase cycle from external vendor and a stock transfer cycle from one site (Distribution Centre) to another site (Store)

External Vendor

3. Raise a Purchase Order 2. Check Availability

4. Goods delivered Vendor Bills

Distribution centre Distribution centre Storage Location

Processing Vendor Bills

1. Stock Transfer Request 5. Sends Goods to Store

Store Store Storage Location 6. Receive Goods

For demonstration of these scenarios we will be use following organizational entities and data for a sample retail organization Vishal Megamart (VM): Data Set: Company Code: VM Company: VM Sales Org: VM Distribution Channel: VR Division: VR Purchase Org: VM Purchase Group: VM Distribution Centre: VMD DC Storage Location: VMD Store: VMS Store Storage Location: VMS Store shipping point:VMS DC Shipping Point: VMD Article: VM Article’s Merchandiser Category (MC): VM-1 Vendor: VMV

Stock Overview: T.code: 87

Is-Retail Configuration and Scenarios Document (i) MMBE Note: Currently stock of article VM is 0 in both DC and Store.

(ii) RWBE: for retail specific stock overview this transaction should be used. Advantage of this stock overview transaction is that it can display the details at the MC (Merchandise Category) level as well.

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Complete scenario can be divided in two parts: 4.1) Purchase from External Vendor 4.1.1) Creation of PO (Step-3) 4.1.2) Goods Receipt at DC (Step-4) 4.2) Stock Transfer from DC to store 4.2.1) Creation of STO (Stock Transport Order) (Step-1) 4.2.2) Generation of Outbound delivery (Step-5) 4.2.3) Goods Receipt at Store (Step-6)

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4.1) Purchase from External Vendor 4.1.1)

Activity Path T.Code

Creation of PO (Purchase Order) by DC SAP Menu->Logistics->Retailing->Purchasing->Purchase Order>Create ME21N

Press Enter

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Press Enter Conditions:

Press Save button:

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T.Code

Goods Receipt at DC SAP Menu->Logistics->Retailing->Merchandise Logistics>Logistics Execution->Inbound Process->Goods Receipt for Purchase Order, other transactions MIGO

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Press Enter

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Click Post Button:

Now, Distribution centre VMD has received the goods from the external vendor VMV. We can check the stock overview by transaction MMBE: T.code:MMBE

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4.2) Stock Transfer from DC to Store 4.2.1) Activity Path T.Code

Creation of STO by Store SAP Menu->Logistics->Retailing->Purchasing->Purchase Order>Create ME21N

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Is-Retail Configuration and Scenarios Document Press Enter

Press Enter Conditions:

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Is-Retail Configuration and Scenarios Document Shipping data:

Press Save:


T.Code

4.2.2.1) Generating Outbound delivery corresponding to STO SAP Menu->Logistics->Customer service->Service Processing>Order->Customer Repair->Shipping->Outbound delivery>Create->Collective Processing of documents due for delivery>Sales orders and Purchase orders VL10G

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Press Background Button:

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Press this button to see the document no. of generated outbound delivery

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Is-Retail Configuration and Scenarios Document 4.2.2) Activity Path

T.Code

4.2.2.2) Doing PGI (Post Goods Issue) for the Outbound delivery corresponding to STO SAP Menu->Logistics->Customer service->Service Processing>Order->Customer Repair->Shipping->Outbound delivery>Change->Single Document VL02N

Press Enter

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Enter Picked Quantity

Press PGI

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Running MMBE to check that the 100 PAC of Article VM have left the premises of Distribution centre VMD:

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And to see the stock in transit, transaction MB5T can be used:

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T.Code

Goods Receipt at Store SAP Menu->Logistics->Retailing->Merchandise Logistics>Logistics Execution->Inbound Process->Goods Receipt for Purchase Order, other transactions MIGO

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Press Enter

Select Item OK and Press Check:

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Press Post Button:

Now, the store VMS has received the 100 PAC of article VM which was in transit. We can see the stock overview through MMBE:

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This completes the entire retail scenario involving Purchase cycle from external vendor and Stock transfer cycle from one site (Distribution centre VMD) to another site (Store VMS).

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Is Retail Configurations Scenarios

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