SCM650 - Cross-Functional Customizing SD.pdf

SCM650

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Only Partner

mySAP ERP Sales and Services

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Cross-Functional Customizing in Sales and Distribution

Date

SAP

SAP

Training Center Instructors Education Website

Course Version: 2006 / Q2 Course Duration: 3 Days Material Number: 50078123

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

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Participant Handbook

Copyright Copyright © 2006 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. Additionally this publication and its contents are provided solely for your use, this publication and its contents may not be rented, transferred or sold without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

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Description

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Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.

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Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Emphasized words or phrases in body text, titles of graphics, and tables

© 2006 SAP AG. All rights reserved.

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Example text

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2006/Q2

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Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).

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American English is the standard used in this handbook. The following typographic conventions are also used.

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Typographic Conventions

About This Handbook

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Icons in Body Text The following icons are used in this handbook. Icon

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Exception or caution

Indicates that the item is displayed in the instructor’s presentation.

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Procedures

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Note or further explanation of previous point

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For more information, tips, or background

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Contents Course Overview ............................................................................. vii

Unit 1: Understanding Organizational Structures ......................................1 Understanding Organizational Structures ................................................. 2

Unit 3: Text Control .......................................................................... 53 Text Control.................................................................................. 54

Unit 4: Output ................................................................................. 85 Output Determination ...................................................................... 86 Output Processing ......................................................................... 102

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Unit 5: System Modifications .............................................................121

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Basics of System Modification ........................................................... 123 Adapting Lists .............................................................................. 149 Adapting the User Interface .............................................................. 161

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Copying Control............................................................................. 26

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Unit 2: Copying Control ..................................................................... 25

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Course Goals.................................................................................vii Course Objectives ...........................................................................vii

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Contents

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Course Overview This training course deals with complex Customizing settings that apply across all the functions in the Sales and Distribution area and that frequently cross over into the area of system modification.

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Target Audience This course is intended for the following audiences: Members of the project team who work with all aspects of Customizing for Sales and Distribution.

Course Prerequisites Required Knowledge SCM600 and at least one of the following training courses: SCM605, SCM610 or SCM615

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Course Goals •

Make settings that require knowledge of cross-application Customizing functions, to map Sales and Distribution (SD) requirements in the SAP system.

After completing this course, you will be able to: • • • • • •

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understand complex relationships when mapping organizational structures adapt copying control configure text control implement output control explain the options for system modification in any release modify the interface for transactions and master data in Sales and Distribution


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Course Objectives

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This course will prepare you to:

Course Overview

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SAP Software Component Information The information in this course pertains to the following SAP Software Components and releases:

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Unit 1 Internal

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Understanding Organizational Structures Unit Overview

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This unit provides a compact, deeper understanding of the organizational structure in Sales and Distribution, to enable the participants to make the correct decisions when creating the organizational model.

Unit Objectives After completing this unit, you will be able to:

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describe the main organizational elements in SD and their relationships to one another create organizational elements and use them to build organizational structures define shared master data to reduce the effort required for creating and maintaining master data make Customizing settings that affect the use of organizational elements

Lesson: Understanding Organizational Structures ................................ 2 Exercise 1: Defining Organizational Structures ............................. 13 Exercise 2: Understanding Organizational Structures...................... 17

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Unit Contents

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Unit 1: Understanding Organizational Structures

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Lesson: Understanding Organizational Structures Lesson Overview An overview of the significance of organizational structures in Sales and Distribution is provided as a reminder, to avoid unnecessary errors in this first, important step in the implementation project.

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After completing this lesson, you will be able to:

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An essential step in implementing an SAP system is representing the structure of your company in the system.

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describe the main organizational elements in SD and their relationships to one another create organizational elements and use them to build organizational structures define shared master data to reduce the effort required for creating and maintaining master data make Customizing settings that affect the use of organizational elements

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Lesson Objectives

Business Example

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As this will have a far-reaching effect on the productive system, you must consider the different ways of defining shared data.

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Before creating the SD organizational structures, you have to decide how much master data will need to be maintained.

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Lesson: Understanding Organizational Structures

Sales Organization

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Figure 1: Sales Organization

A sales organization is the business unit that is legally responsible for product liability and rights of recourse, and has an address.

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A sales organization is the highest summing level (after the client) for sales and distribution statistics, with its own statistics currency. You must create at least one sales organization in your SAP system.

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You can define your own master data within a sales organization. A sales organization can therefore have its own customer and material master data as well as its own conditions and pricing.

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SAP

A sales organization is the organizational element in Logistics that represents the company structure according to its sales and distribution requirements.

A sales organization is assigned to only one company code.

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You can use the sales organization as a selection criterion for listing all sales documents as well as for creating delivery and billing worklists. You can define how the output is printed for sales and billing documents differently for each sales organization.

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Figure 2: Distribution Channels

A distribution channel reflects the means by which your products or services reach your customers.

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You can assign a distribution channel to one or more sales organizations.

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You can create master data for a model distribution channel that can then be used in other distribution channels. To do this, you also have to assign the model distribution channel to the other channels.

You can determine sales offices for a distribution channel. All the items in a sales document belong to one distribution channel. The entire sales document is therefore created for a distribution channel. The items in a delivery can belong to different distribution channels. All the items in a billing document belong to one distribution channel. You can use the distribution channel as a selection criterion for creating lists.

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You can define your own sales document types for a distribution channel.

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Within the distribution channel, you can define your own customer or material master data as well as conditions and pricing.

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You can assign one or more plants to a distribution channel.

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Figure 3: Division

You assign a division to one or more sales organizations. You assign a division to one or more distribution channels.

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You can also create shared customer master data as well as conditions using a model division which are then valid for several divisions.

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You can define sales offices for a division. You can determine that all the items in a sales document belong to the same division for each sales document type.

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The items in a delivery or billing document can belong to different divisions. You can use the division as a selection criterion for listing sales documents and creating a delivery worklist. You can define different ways of printing the output based on the sales documents for each division.

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Within the division, you can define your own master data for the customer as well as conditions and pricing.

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A material always belongs to one specific division. You enter the division in Sales and Distribution screen 1 in the material master record.

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Figure 4: Division and Business Area Account Assignment

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Figure 5: Sales Area

The sales area is a combination of a particular sales organization, distribution channel and division.

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Within customer master data there are views with data that is specific to the sales area. The sales documents are assigned to a sales area. Hint: A simple organizational structure often has more advantages than a complex structure. For example, the user can gain a clearer overview of master data maintenance or order entry.

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Sales office:

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An organizational unit that is responsible for sales and distribution within a geographical area. A sales office establishes contacts between the company and the regional market. You can assign a sales office to one or more sales areas A sales office can be subdivided into several sales groups.

Sales group: • •

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An organizational unit that carries out sales and is responsible for the sales process internally. You can assign a sales group to one or more sales offices.


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Figure 6: Optional Organizational Elements in SD


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Salespersons: •

A sales group consists of a certain number of salespersons. A salesperson is assigned to a sales office and group in the sales employee master record.

You can carry out sales analyses for different levels of the organizational structure using the Sales Information System.

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Figure 7: Shared Master Data Concept

You can specify which sales areas can use the shared master data in Customizing.

At “sales organization/division” level, you can define which division should be used for accessing condition records and which should be used for accessing the customer master data.

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At “sales organization/distribution channel” level, you can define which distribution channel should be used for accessing the condition records and which should be used for accessing customer and material master data.

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Shared master data minimizes the effort required to create and maintain master data.

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1000 10 01 1000 10 02 1000 12 01 1000 12 02

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In this example, the condition records are not shared, enabling you to create different pricing structures for each organizational unit.

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In the above example, settings have been made in Customizing so that the sales area data (1000, 10, 01) for the customer master and the sales area data (1000, 10) for the material master can also be used as shared master data for the following sales areas:

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Figure 8: Shared Master Data - Example

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It is not possible to define shared master data for all sales organizations. Improper use of the sales organization when mapping the organization here, for example, as a level for mapping the distribution channel, would have serious consequences, as you would not be able to use the shared master data functions at this level. Under certain circumstances this would then lead to an increase in the number of SD views that need maintaining in the master data.

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Figure 9: Shared Master Data - Limits

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Figure 10: Shared Master Data and SIS

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Even if you are using the shared master data function, the specific organizational data transferred to the Sales Information System (SIS) comes from the sales, delivery and billing documents. This allows detailed reporting for all organizational structures while minimizing the amount of master data that needs to be created and maintained.

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You may have to take account of the effect of this setting in the SIS update rules by defining the source field you require for the division.

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If you select this field, the system proposes the division from the material master record for the item. If you leave the field blank, the division in the sales document header applies to all the items.

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If you want the division at item level to be proposed from the material master record for the item, the “Item Division” field must be selected in Customizing for the sales document type.

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Figure 11: Cross-Divisional Sales Documents

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Exercise 1: Defining Organizational Structures Exercise Objectives

Business Example

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To improve the evaluation of sales and distribution statistics, the management of your company has decide to add a distribution channel to sales organization 1000 to make the subdivisions more exact. It is your job to set up this distribution channel in the SAP system.

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01

D1

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E1

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D2

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Define the new distribution channel for your activity group according to the following table, using the description “VTWEG Group ##”:

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Task:

Assign your new distribution channel to sales organization 1000. Continued on next page

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After completing this exercise, you will be able to: • extend and organizational structure in Sales and Distribution


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3.

Set up two new sales areas: Sales organization:

1000

Distribution channel:

See table

Divisions:

00 and 02

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Maintain the business area account assignment for your sales areas by assigning rule 1 “Business area account assignment from plant/division” to them.

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4.

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Solution 1: Defining Organizational Structures Task:


01

D1

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E1

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D2

12

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D3

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D4

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D6

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E0

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a)

Menu path: Tools ! Customizing ! IMG ! Execute Project ! Display SAP Reference IMG ! Enterprise Structure ! Definition ! Sales and Distribution ! Define, copy, delete, check distribution channel Choose Define distribution channel.

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Choose New Entries.

Continued on next page

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Group number

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Group number

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Define the new distribution channel for your activity group according to the following table, using the description “VTWEG Group ##”:

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1.

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Assign your new distribution channel to sales organization 1000. a)

Menu path: Display SAP Reference IMG ! Enterprise Structure ! Assignment ! Sales and Distribution ! Assign distribution channel to sales organization Select sales organization 1000 and choose Assign. Select your new distribution channel and choose Copy.

Set up two new sales areas: Sales organization:

1000


See table

Divisions:

00 and 02

a)

Display SAP Reference IMG ! Enterprise Structure ! Assignment ! Sales and Distribution ! Set up sales area Select sales organization 1000 and choose Assign.

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Select your new distribution channel and choose Copy.

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3.

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Choose Save.

Now select your new distribution channel and choose Assign. Select the divisions 00 and 02 and choose Copy.

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Maintain the business area account assignment for your sales areas by assigning rule 1 “Business area account assignment from plant/division” to them. Menu path: Display SAP Reference IMG ! Enterprise Structure ! Assignment ! Sales and Distribution ! Business Area Account Assignment ! Define Rules By Sales Area Locate the entry for sales organization 1000 and your distribution channel D# or E#. Enter rule 1 in both the sales areas. Choose Save.

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a)

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Choose Save.

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Exercise 2: Understanding Organizational Structures Exercise Objectives

Business Example

1.

Define distribution channel 12 as the shared (common) distribution channel for conditions and customer/material master data for your distribution channel.

2.

Now try to create a new standard order for the following purchase order in your new sales area (1000, D# or E#, 00).

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Task:

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To reduce the workload required for creating and maintaining data, your new sales area should use the data from sales area 1000,12,00. It is your job to create the necessary prerequisites in Customizing.

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After completing this exercise, you will be able to: • define shared master data

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PO number:

##-2-2

Req. delivery date:

In one week

Material:

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Quantity:

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T-S50A##

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Customer:

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FAX

How does the system respond? ______________________________________________________ 3.

You still have to assign the permitted sales document types to your sales area. You should copy existing agreements for sales organization 1000 and distribution channel 10.


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In Customizing for sales document types, configure the system so that the settings for distribution channel 10 are used for assigning the sales document types to the sales areas for distribution channel D# or E#. 4.

Copy the pricing determination procedure for sales area (1000,10,00) to your sales area (1000, D# or E#, 00).

5.

Repeat exercise 2.

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Create the new sales order. Display the condition record for condition PR00 in the condition screen. For which distribution channel has the condition record been created?

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Solution 2: Understanding Organizational Structures Task: Define distribution channel 12 as the shared (common) distribution channel for conditions and customer/material master data for your distribution channel. a)

Menu path: Display SAP Reference IMG ! Sales and Distribution ! Master Data ! Define Common Distribution Channels

Enter 12 in the “DCh-Conds” and “DCh-Cust/Mt” fields. Choose Save. 2.

Now try to create a new standard order for the following purchase order in your new sales area (1000, D# or E#, 00).

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T-S50A##

PO number:

##-2-2

Req. delivery date:

In one week

Material:

T-AS1##

Quantity:

10

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Customer:

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FAX

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Locate the entry for sales organization 1000 and your distribution channel D# or E#.

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How does the system respond? ______________________________________________________

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Create a standard order: Menu path: Logistics ! Sales and Distribution ! Sales ! Order ! Create Chose order type “Standard order” and enter the data for your sales area.

b)

With the following error message: Order type OR is not defined for sales area 1000 (D# or E#) 00. Continued on next page

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You still have to assign the permitted sales document types to your sales area. You should copy existing agreements for sales organization 1000 and distribution channel 10. In Customizing for sales document types, configure the system so that the settings for distribution channel 10 are used for assigning the sales document types to the sales areas for distribution channel D# or E#. Menu path: Display SAP Reference IMG ! Sales and Distribution ! Sales ! Sales Documents ! Sales Document Header ! Assign Sales Area to Sales Document Types Choose Combine distribution channels:

Enter 10 in the “RefDistCh” field. Choose Save. 4.

Copy the pricing determination procedure for sales area (1000,10,00) to your sales area (1000, D# or E#, 00).

SAP

Menu path: Display SAP Reference IMG ! Sales and Distribution ! Basic Functions ! Pricing ! Pricing Control ! Define and Assign Pricing Procedures

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Overwrite the distribution channel with your new distribution channel.

Select the entry for document procedure “A” and customer procedure “1” and choose Copy As.

5.

Repeat exercise 2.

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Create the new sales order. Display the condition record for condition PR00 in the condition screen. For which distribution channel has the condition record been created?


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Place your cursor on sales area (1000,10,00)

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Choose Define Pricing Procedure Determination.

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Locate the entry for sales organization 1000 and your new distribution channel D# or E#.

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___________________________________________________ a)

Menu path: Select the item and choose Conditions Item. Select the line PR00 in the condition screen for the item and choose Master data condition record. The condition record is created for distribution channel 12.

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Lesson Summary

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You should now be able to: • describe the main organizational elements in SD and their relationships to one another • create organizational elements and use them to build organizational structures • define shared master data to reduce the effort required for creating and maintaining master data • make Customizing settings that affect the use of organizational elements

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Unit Summary

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You should now be able to: • describe the main organizational elements in SD and their relationships to one another • create organizational elements and use them to build organizational structures • define shared master data to reduce the effort required for creating and maintaining master data • make Customizing settings that affect the use of organizational elements

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Unit Summary

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Unit 2 Unit Overview

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This unit deals with making copying control settings to meet special requirements. To do this, you will need to create a customer-specific data transfer routine, for example.

Unit Objectives •

Use

After completing this unit, you will be able to: modify copying control to meet special requirements

Lesson: Copying Control............................................................ 26 Exercise 3: Sales Document - Header ....................................... 35 Exercise 4: Sales Document - Item ........................................... 45

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Unit Contents

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Copying Control

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Unit 2: Copying Control

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Lesson: Copying Control Lesson Overview

Lesson Objectives •

modify copying control to meet special requirements

Business Example You can use copying control to define the requirements and options when transferring data from a reference document to its subsequent document. When creating customer-specific sales document types in particular, you can use the copying control assigned to that sales document type to determine which functions should be available.

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SD business processes are reflected by the flow of documents in the system.

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Figure 12: Document Flow

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Lesson: Copying Control

A business process is composed of individual process steps that are recorded as documents. Data is copied from the preceding to the subsequent document in the process. This process chain is captured in the document flow. The document flow is updated at full document level. If the “Update Document Flow” indicator is set in copying control, the document flow is updated for individual items too. You can branch from the document flow into the document display screen.

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•

Example: – – –

Order - delivery status Delivery - picking status Billing document - billing document status

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You can also display additional data about the status of a document listed in the document flow.

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SAP

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You can enter a different requested delivery date for all the items in the new document. In addition you can call up a selection screen for the referenced document. In this way you can transfer individual items and partial quantities from the reference document into the new document.

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You can create sales documents with reference to documents that were created previously.

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Figure 13: Creating with Reference (1)

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Figure 14: Creating with Reference (2)

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Use

• • • • •

Do the reference document and copied document have the same sold-to party? Was the item being copied rejected ? Have the items being copied already been referenced ? Has the validity period of the reference document been exceeded ?

Hint: You cannot copy incomplete sales documents.

The “Create with Reference” function is available on the initial entry screen as well as during document entry so that you could, for example, combine several quotations for one customer in one sales order.

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You can control which data should be copied when referencing, such as header data, partner data or conditions.

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Before the data is copied, the system can check whether certain requirements have been met. Examples of these requirements are:

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The items and quantities that you select in the selection screen are copied to the new document.

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Figure 15: Copying Control - Overview

SAP

These tables control many of the functions that are executed when you create a document that references a preceding document.

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•

There are copying control tables for sales, delivery and billing documents. There are control tables for all levels of the sales document. Example: There are three levels for copying control for sales documents: – – –

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• • •

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The copying control tables are an important element in Customizing for your SAP system.

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These requirements are contained in ABAP/4 routines and selected in the copying control tables using their ID number.

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Sales and Distribution ! System Modifications ! Routines ! Define Copying Requirements

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Once the copying requirements are satisfied, the specified data transfer routines are executed.

Partner

You can find transaction VOFM in the Implementation Guide under the following path:

SAP

You can use transaction VOFM to create customer-specific routines by copying existing routines and modifying them accordingly.

Before data is copied from the reference document to the target document, certain requirements must be met.

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Figure 16: Copying Requirements

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Figure 17: Copying Control - Header Level

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The system will not allow you to create a sales document that references another sales document if the relevant sales document types are not contained in copying control.

Use

2006/Q2

Copying requirements Data transfer routines The agreement on whether or not item numbers are copied to the target document The “Full reference” agreement (that is; the system only copies the whole source document into the target document, and issues system messages later if someone tries to change the order quantity or delete an item)


31

Only

Internal

• • • •

Partner

The details screen for a selected “Target document type / Source document type” pair contains:

SAP

In copying control at header level, you define which source document types may be copied into which target document types.


SCM650

Use

Partner

Only

Internal

Figure 18: Copying Control - Item Level (1)

SAP

The details screen for an item category contains:

Only

Internal

Use

Copying requirements Data transfer routines

Partner

• •

SAP

In copying control, the item level controls are defined for each item category for every “Target document type / Source document type” pairing.

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and includes the following important entries: •

Quantity/value pos/neg: Controls how the completed quantity in the item in the source document is affected by the copying action.

•

Copy quantity: Determines the quantity that is copied to the target document

Only

•

Internal

(for example, blank = best possible quantity = open order quantity for sales document type SP). Pricing type:

•

Update document flow: Specifies whether the system updates the document flow when a document is copied.

Use

Partner

Specifies how pricing data should be handled when copying.

SAP

SAP Only

Internal

Use

Partner

Figure 19: Copying Control - Item Level (2)

The item category determination rules also apply when you create sales documents with reference. If an item category has been set manually in the source document, you must fill the “Default Item Category” field so that the corresponding item category is activated in the target document.

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Partner

Only

Internal

Figure 20: Updating the Reference Status

Use

You can control when an item from the reference document is complete: •

An item is complete as soon as it is referenced.

SAP

An item is only completed once the full quantity has been copied into a subsequent document. The quotation item is only partially referenced in the above example. This means that it is possible to enter several orders from this item until the quantity is completely used up. You can make these settings in Customizing when controlling the item categories. If an item is rejected, it is given "not referenced/completed" status in the reference document.

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Internal

•

Partner

Use

•

SAP

In the above example, the inquiry is completely referenced even if only a partial quantity has been copied to the quotation.

SCM650


Exercise 3: Sales Document - Header Exercise Objectives

Only Partner

1.

Create a quotation with quotation type “QT” based on the following customer inquiry.

Use

Partner

The quotation should be valid until the end of the following month.

T-S50A##

Clerk:

Mr. Miller

Inquiry Number:

##-1-1.1

Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

10

Only

Internal

FAX Inquiry Customer:

(Motorcycle 1200 cm3) 2.

Enter a net price (PN00) of 12,000 euro per piece and enter the name of the employee who responded to the inquiry in the purchase order data. Continued on next page

2006/Q2


SAP

First, test order creation with reference to a quotation.

Task 1:

Use

Check your SAP system and, if necessary, configure it so that you are allowed to create orders with reference to a quotation for different customers. If the customer is the same for the quotation and sales order, the system should copy the purchase order data in the quotation to the sales order.

In your company, you often create a quotation for a certain customer, but the actual sales order for this quotation is issued to a sold-to party with a different customer number.

Internal

Business Example

SAP

After completing this exercise, you will be able to: • set your own requirements at header level when copying “from sales document to sales document”.

35


3.

SCM650

Save the quotation and note the quotation number. _______________________________________________________

4.

The customer's branch places an order with reference to the quotation from activity 1-1.1. Try to create an order with your order type ZA## with reference to this quotation.

Partner

T-S50B##

Inquiry Number:

##-1-1.4

Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

6

Use

5.

Customer:

Internal

Only

FAX

How does the system respond? _______________________________________________________

SAP Internal

In copying controls from sales document type QT to ZA##, assign copying requirement 002 to your order type ZA##.

2.

Assign the data transfer routine 951 (created by the instructor) to your order type. This means that the system also copies purchase order data.

3.

Now test the new configuration for order type ZA## by repeating activity 1-4.

4.

Save the order and note the order number. ________________________________________________________

5.

Look at the quotation you created earlier. Check the status in the header data and note the reference status. ________________________________________________________

6.

Customer T-S50A## also places an order with reference to the quotation from activity 1-1.1 (purchase order number ##-1-1). Continued on next page

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Only

1.

Partner

Use

Configure your order type ZA## in copying control so that you are allowed to create orders with reference to quotations for different customers, and so that the purchase order data is also copied from the quotation to the order.

SAP

Task 2:

SCM650


Customer:

T-S50A##

Inquiry Number:

##-1-2.6

Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

4

7.

Create the order and look at the purchase order data.

8.

Save the order and note the order number.

Partner

________________________________________________________ 9.

Look at the quotation you created earlier. Check the status in the header data and note the overall status.

Use

________________________________________________________

Internal

Only

FAX

SAP

SAP Only

Internal

Use

Partner

2006/Q2


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SCM650

Solution 3: Sales Document - Header Task 1: First, test order creation with reference to a quotation. 1.

Create a quotation with quotation type “QT” based on the following customer inquiry.

Internal

Only

The quotation should be valid until the end of the following month.

Customer:

T-S50A##

Clerk:

Mr. Miller

Inquiry Number:

##-1-1.1

Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

10

Use

Partner

FAX Inquiry

a)

SAP

SAP

(Motorcycle 1200 cm3) Create order: Menu path:

Use

Only

Internal

Choose quotation type “QT” and enter your data.

Partner

Logistics ! Sales and Distribution ! Sales ! Quotation ! Create


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2.

Enter a net price (PN00) of 12,000 euro per piece and enter the name of the employee who responded to the inquiry in the purchase order data. a)

Menu path: Select the item and choose Conditions Item. Choose Add line in the lower part of the screen.

Return to the main screen. Choose the Display details for document header pushbutton in the upper right-hand part of the screen.

Partner

Choose the Purchase data tab page. Enter your data. Save the quotation and note the quotation number.

Use

3.

Internal

Only

After entering the corresponding data, choose “Enter” to activate the condition.

_______________________________________________________

4.

The customer's branch places an order with reference to the quotation from activity 1-1.1.

Partner

Use

Try to create an order with your order type ZA## with reference to this quotation. FAX T-S50B##

Inquiry Number:

##-1-1.4

Only

Internal

Customer:

SAP

SAP

a)


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FAX Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

6

a)

Create order:

Only

Logistics ! Sales and Distribution ! Sales ! Order ! Create Choose order type ZA## and enter the sales area data.

Choose: Sales Document ! Create with reference. Choose the Quotation tab page. Enter the quotation number or look for your quotation using the purchase order number ##-1-1.1

SAP

SAP

5.

How does the system respond? _______________________________________________________ a)

Use

Partner

Enter Customer 2 with the number T-S50B## as the sold-to party in the order header.

Internal

Menu path:

The system outputs the error message: Sold-to parties are different.

Only

Internal

Use

Partner


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Task 2: Configure your order type ZA## in copying control so that you are allowed to create orders with reference to quotations for different customers, and so that the purchase order data is also copied from the quotation to the order. 1.

In copying controls from sales document type QT to ZA##, assign copying requirement 002 to your order type ZA##. Set copying requirement 002:

Internal

Only

a)

Menu path:

Partner

Tools ! Customizing ! IMG ! Execute Project ! Display SAP Reference IMG ! Sales and Distribution ! Sales ! Maintain Copy Control for Sales Documents Choose Copying Control: Sales Document to Sales Document. Choose: Table View ! Display -> Change

Use

Select Target: ZA##, Source: QT Choose Detail (magnifying glass).

SAP

2.

Assign the data transfer routine 951 (created by the instructor) to your order type. This means that the system also copies purchase order data. Set data transport routine 951:

Partner

Use

a)

Menu path: See solution to 2-1 Enter routine 951 in the VBAK field.

Internal

SAP

Enter routine 2 in the Copying requirements field.

Save your entries.

Only


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3.

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Now test the new configuration for order type ZA## by repeating activity 1-4. a)

Menu path: Logistics ! Sales and Distribution ! Sales ! Order ! Create Choose order type ZA## and enter the sales area data. Enter Customer 2 with the number T-S50B## as the sold-to party in the order header.

Only

Choose the Quotation tab page.

Partner

Enter the quotation number or look for your quotation using the purchase order number ##-1-1.1 Choose Item selection.

Internal

Choose: Sales Document ! Create with reference

Reduce the quantity to the required value and choose Copy.

Use

4.

Save the order and note the order number. ________________________________________________________

SAP

5.

Look at the quotation you created earlier. Check the status in the header data and note the reference status.

SAP

a)

a)

Reference status: partly referenced Menu path:

Choose Display details for document header. Choose the Status tab page. 6.

Customer T-S50A## also places an order with reference to the quotation from activity 1-1.1 (purchase order number ##-1-1). FAX Customer:

T-S50A##

Inquiry Number:

##-1-2.6


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Internal

Logistics ! Sales and Distribution ! Sales ! Quotation ! Display

Partner

Use

________________________________________________________

SCM650


FAX Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

4

a)

Only

Create the order and look at the purchase order data. a)

8.

Internal

7.

The name of the purchaser was taken from the quotation.

Save the order and note the order number.

a) 9.

Look at the quotation you created earlier. Check the status in the header data and note the overall status. ________________________________________________________ Overall status: completed.

SAP

SAP

a)

Menu path: Logistics ! Sales and Distribution ! Sales ! Quotation ! Display

Partner

Choose Display details for document header.

Use

Use

Partner

________________________________________________________

Only

Internal

Choose the Status tab page.

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Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Exercise 4: Sales Document - Item Exercise Objectives After completing this exercise, you will be able to: • set your own requirements at item level when copying “from sales document to sales document”.

Only Partner

The marketing department has requested a “sample quotation” sales document type for special promotions, which the individual sales offices can use as a template when they create quotations for selected customers. This will make the process of creating quotations more efficient.

Internal

Business Example

Task 1:

SAP

Create quotation type ZQ## by copying quotation type ZAG.

2.

Enter a sample quotation ZQ## for sales area 1000,12,00 for the following material.

SAP

1.

Use Internal

PO number:

Sample quotation ##

Valid to:

End of the following month

Req. delivery date:

Default value

Material:

T-AS3##

Quantity:

1

Promotional discount:

30 % (KA00)

Only

3.

OTC-650

Partner

Sample Quotation Customer:

Save the sample quotation and note the quotation number. _______________________________________________________


2006/Q2


Use

Create a new sales document type “sample quotation group ##”, which can be used as a template for creating quotations.

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Task 2: Customer 1 belongs to a selected group of customers that should receive a special quotation based on the sample quotation. 1.

Create a quotation with quotation type QT with reference to the sample quotation created in activity 3-3.

Partner

T-S50A##

PO number:

Sample quotation ##

Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

1

On the conditions screen check whether the promotional discount has been correctly copied from the sample quotation. Save the quotation and note the quotation number.

SAP

3.

Look at the sample quotation that you created previously. Check the status in the header data and note the overall status and the reference status.

Use

1.

In a final test, try to create an order with reference to the sample quotation. Is it possible? _____________________________________________________________

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Internal

Task 3:

Partner

______________________________________________________

SAP

_______________________________________________________

Use

2.

Customer:

Internal

Only

Quotation

SCM650


Solution 4: Sales Document - Item Task 1: Create a new sales document type “sample quotation group ##”, which can be used as a template for creating quotations. 1.

Create quotation type ZQ## by copying quotation type ZAG. Menu path: Tools ! Customizing ! IMG ! Execute Project ! Display SAP Reference IMG ! Sales and Distribution ! Sales ! Sales Documents ! Sales Document Header ! Define Sales Document Types

Partner

Place your cursor on sales document type ZAG. Select the table entry.

Use

Choose Copy As. Overwrite ZAG with ZQ## in the Sales Document Type field.

SAP

SAP

Respond to the system query “Is the entry also relevant for copying control” with YES. Save your entries. Enter a sample quotation ZQ## for sales area 1000,12,00 for the following material.

Partner

Use

2.

OTC-650

PO number:

Sample quotation ##

Valid to:

End of the following month

Req. delivery date:

Default value

Only

Internal

Sample Quotation Customer:


2006/Q2


Internal

Only

a)

47


SCM650

Material:

T-AS3##

Quantity:

1

Promotional discount:

30 % (KA00)

a)

Create sample quotation: Menu path:

Only

Choose quotation type ZQ## and enter your data. Promotional discount:

Partner

Select the item and choose Conditions Item. Choose Add line in the lower part of the screen.

Internal


Choose condition type KA00 and enter 30 in the Amount field.

Use

Return to the main screen. 3.

Save the sample quotation and note the quotation number.

SAP

SAP

_______________________________________________________ a)

Customer 1 belongs to a selected group of customers that should receive a special quotation based on the sample quotation.

Internal

1.

Create a quotation with quotation type QT with reference to the sample quotation created in activity 3-3.

Partner

Use

Task 2:

Quotation T-S50A##

PO number:

Sample quotation ##

Only

Customer:


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Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

1

a)

Create documents with reference: Menu path:

Only

Chose quotation type QT and enter the sales area data.

Choose: Sales Document ! Create with reference Choose the Quotation tab page. Enter the quotation number of the sample quotation, or search for it using purchase order number “sample quotation ##”. Choose Copy.

SAP

SAP

2.

On the conditions screen check whether the promotional discount has been correctly copied from the sample quotation. Save the quotation and note the quotation number.

Use

a)

Internal

Look at the sample quotation that you created previously. Check the status in the header data and note the overall status and the reference status. ______________________________________________________

Overall status:

Open

Reference status:

Not referenced

Only

a)

Menu path: Choose Display details for document header. Choose the Status tab page. Continued on next page

2006/Q2


Partner

_______________________________________________________

3.

Use

Partner

Enter Customer 1 with the number T-S50A## as the sold-to party in the order header.

Internal


49


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Task 3: 1.

In a final test, try to create an order with reference to the sample quotation. Is it possible? _____________________________________________________________ a)

Copying from sales document ZQ## to OR is not supported (because the copying control does not contain an entry “Target OR - Source ZQ##”).

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Lesson Summary You should now be able to: • modify copying control to meet special requirements

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2006/Q2


51

Unit Summary

SCM650

Unit Summary You should now be able to: • modify copying control to meet special requirements

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Unit 3 Only

Unit Objectives

Internal

Unit Overview

Partner

Text Control

This unit describes the text control options. The participants will also see how user exits are employed to realize requirements that cannot be met using standard Customizing for tables.

Use

After completing this unit, you will be able to:

SAP

Identify the source of texts in Sales and Distribution Describe the criteria which influence how texts are determined Define and assign text types in Customizing Edit texts manually in the sales document

SAP

• • • •

Use

Only

Internal

Lesson: Text Control................................................................. 54 Exercise 5: Texts in the Sales and Distribution Process ................... 67 Exercise 6: Configuring Text Control.......................................... 71 Exercise 7: Referencing and Copying Texts ................................. 79

Partner

Unit Contents

2006/Q2


53

Unit 3: Text Control

SCM650

Lesson: Text Control Lesson Overview This lesson describes the basic principles of text control in Sales and Distribution. Particular emphasis is placed on text determination in sales documents.

Internal

Only

Lesson Objectives After completing this lesson, you will be able to:

Partner

• • • •

Identify the source of texts in Sales and Distribution Describe the criteria which influence how texts are determined Define and assign text types in Customizing Edit texts manually in the sales document

Use

Business Example Texts are stored in the SAP system with a link to different objects.

SAP

You may need new text types in order to implement customer-specific requirements. These new text types also have to be linked to document processing.

SAP

During order entry, the system uses a configurable logic to access the saved texts and copy them to the document. You can also edit the texts manually or add new texts.

Only

Internal

Use

Partner

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Lesson: Text Control

Use

Partner

Only

Internal

Figure 21: Texts

SAP Use

Example of sales-specific text types:

Internal

Sales note, marketing note, shipping specification, etc. The material master record contains a purchase order text and a sales text.

Only

Documents contain texts at header and item level. You can enter texts in several different languages.

2006/Q2


Partner

The customer master record contains central texts, texts specific to Accounting and to Sales and Distribution as well as texts for contact persons. You can define different text types for each of these areas.

SAP

Texts are stored in various objects in documents in the SAP system, such as the customer master record, the material master record, the customer-material-info record and in all documents.

55


SCM650

Texts can be stored in the master data and copied from master data into sales and distribution documents.

SAP

for example, from a quotation to an order, or from an order to a delivery document.

Use Internal

You can determine the conditions under which texts are to be copied, for example, whether the text is copied from the customer master record or from a preceding document. You can also copy a standard text into a sales document (for example, Christmas greetings).

Partner

Texts can be copied in a specific language.

SAP

Texts can also be copied from a reference document to another sales and distribution document,

Use

Partner

Only

Internal

Figure 22: Texts in Business Processes

Only

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Text control is used to determine texts automatically when you create a text object.

SAP

The text determination procedures contain all the text types that can be maintained for a text object.

Use Internal

You can also define specific controls for each text type, such as including a text type in the incompleteness log.

2006/Q2


57

Only

You can define an access sequence for every text type in the text determination procedure for documents. This sequence contains the search strategy used by the system to find the required text.

Partner

Each characteristic in a text object must be assigned to one of the defined procedures. This means that when you create a customer master record, the system uses the text determination procedure that has been assigned to that customer's account group. Or, in sales order entry, the text determination procedure is assigned to the sales document header that was assigned to the sales document type.

SAP

You can define different text determination procedures for each text object (for example, the sales document header or the central texts for a customer).

Use

Partner

Only

Internal

Figure 23: Text Control Overview (Sales Documents)


SCM650

Use

Partner

Only

Internal

Figure 24: Text Control (1) - Text Type

A text type is created for a specific text object.

SAP

SAP

A large number of text types are delivered with the SAP system. In addition to these text types, you can create customer-specific text types.

Only

Internal

Use

Partner

Figure 25: Text Control (2) - Access Sequence

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An access sequence consists of individual access steps. You use the access sequence to determine the search strategy the system uses to try to find a text automatically. Every access step contains a specified text object as the text source for the access. You can also specify conditions for each access step to limit the search to: Specific partner functions Specific languages Any other conditions that you can define yourself

Use

Partner

If you set up a new access sequence or change existing ones, you need to generate the access steps in order to activate the new access sequence or the changes.

Internal

Only

• • •

The text objects that can be used in the SD module are specified in the allowed values shown above.

2006/Q2


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Only

Internal

Every access step contains a specified text object as the text source for the access.

Partner

Use

SAP

SAP

Figure 26: Text Control (3) - Permitted Text Objects


SCM650

SAP

The attributes of the text determination procedure vary for customer or document text objects.

SAP

Text types are included in a text determination procedure. The text determination procedures contain all the text types that can be maintained for a text object.

Use

Partner

Only

Internal

Figure 27: Text Control (4) - Text Determination Procedure

For document text determination procedures you can also specify whether: A text should be mandatory (incompleteness log) The text should be determined automatically Whether the text should be displayed in a text window (popup) when it is transferred to the document.

Only

Internal

• • •

Partner

Use

You can determine whether the text should be copied or referenced.

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Partner

Only

Internal Use

Figure 28: Text Control (5) - Procedure Assignment

Each attribute of a text object must then be assigned to one of the defined text determination procedures.

SAP Use

Only

Internal

Partner

During order entry, the system assigns the procedure that belongs to the sales document type to the sales document header and the procedure that belongs to the item category to the document items.

SAP

This means that when you create a customer master record, the system uses the text determination procedure that has been assigned to that customer's account group.

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Internal

Figure 29: Text Control (6) - Analysis

You can use an analysis function for text control in the screens for maintaining sales documents. Menu path:

SAP

Choose Log

Use

Only

Internal

Partner

From the analysis function you can go directly to the Implementation Guide to configure the text control.

SAP

Goto ! Header (or item) ! Texts

Use

Partner

Only


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Use

Partner

Only

Internal

Figure 30: Using Texts as Reference

SAP

Using a text as a reference has the following consequences:

•

Only

Internal

•

As long as the text in sales document 2 refers to the text in sales document 1, it cannot be changed. If the text in sales document 1 is changed, the text in sales document 2 will be changed too. If the text in sales document 2 is changed, it is copied automatically. Any changes to the text in sales document 1 will no longer affect the text in sales document 2.

Partner

Use

•

SAP

For each text type in a text determination procedure, you can determine whether the text adopted is copied (duplicated) or referenced from the source document (template).

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Use

Partner

Only

Internal

Figure 31: Copying Texts

SAP

Copying the text has the following consequences:

Use

The duplicated text can be changed in the document. If the text is changed in sales document 1, it does not affect sales document 2.

Only

Internal

Copying texts requires more memory than referencing texts from a source document. You should therefore only choose to copy a text if copying is a functional necessary.

Partner

• •

SAP

For each text type in a text determination procedure, you can determine whether the text adopted is copied (duplicated) or referenced from the source document (template).

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SAP

If “Text Delivery” is switched off, the corresponding texts are taken from the order.

Use

Only

Internal

Partner

If “Text Delivery” is switched on, the corresponding texts are taken from the outbound delivery.

SAP

The text source for text objects VBBK (sales and distribution header texts) and VBBP (sales and distribution item texts) can be selected in the configuration for the billing type.

Use

Partner

Only

Internal

Figure 32: Text Source “Preceding Document” in the Billing Document

2006/Q2


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Partner

Only

Internal Use

Figure 33: Customer-Specific Data Transfer Routine for Texts

Data transfer routines for texts are also created using transaction VOFM.

SAP

You can find the descriptions of available data structures in the sample routines 1 and 2, which are delivered as standard.

SAP

In this case, the namespace for customer-specific routines (2-digit key) is between 50 and 99.

Only

Internal

Use

Partner

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Exercise 5: Texts in the Sales and Distribution Process Exercise Objectives

Business Example

Partner

An employee from a sales office has created an order and printed the order confirmation. Here, he finds an additional text about his material that he did not enter. He would like to know from the system administrator why the text has appeared in the document.

1.

Search for the order in question with the purchase order number “##-1-2.6”.

2.

Display the document and analyze the source of the material sales text for the order item.

3.

Where was the material sales text taken from (object key)?

Use

Display the sales text in the material master for material T AS3##.

Only

Internal

4.

Partner

___________________________________________________________

SAP

SAP

Use

Task:

Internal

Only

After completing this exercise, you will be able to: • Identify the source of texts in Sales and Distribution

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Solution 5: Texts in the Sales and Distribution Process Task: 1.

Search for the order in question with the purchase order number “##-1-2.6”.

Only

Search for the order: Menu path: Logistics ! Sales and Distribution ! Sales ! Order ! Display

Partner

Choose search help “A: Sales Documents by Customer Purchase Order Number”.

Internal

a)

Enter the purchase order number in the field: ##-1-2.6 Display the document and analyze the source of the material sales text for the order item. Display the text determination log in the order:

SAP

SAP

a)

Use

2.

Menu path: Select the order to be displayed.

Partner

Use

Select order item 10 Choose Display details for item. Choose the Texts tab page.

3.

Where was the material sales text taken from (object key)? ___________________________________________________________ a)

The material sales text was taken from object VBBP, ID 0001 (item texts from preceding document, material sales text).


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Internal

Choose Log.

SCM650


4.

Display the sales text in the material master for material T AS3##. a)

Display the sales and distribution text in the material master: Menu path: Logistics ! Sales and Distribution ! Master Data ! Products ! Material ! Trading Goods ! Display Choose the sales and distribution text view.

Only

1000


12

Use

Partner

Sales organization:

Internal

Enter the organization levels:

SAP

SAP Only

Internal

Use

Partner

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Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

70


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SCM650


Exercise 6: Configuring Text Control Exercise Objectives After completing this exercise, you will be able to: • Define and assign text types in Customizing for Sales and Distribution

The employees in customer service would like to be able to enter a particular quotation header text in quotations. It is your job to set up a relevant text type in the SAP system.

SAP Use

Copy text type Y001, created in the previous demo by your instructor, into your new text determination procedure.

3.

First, create your own access sequence 90## for text type Y001. The quotation header text should be copied from the reference document in the correct language.

4.

Now add text type Y001 into your text determination procedure (50 + ##), and assign your access sequence 90## to the text type.

5.

Assign the new text determination procedure for the sales document header to your document type ZA## (previous assignment: determination procedure 01).

Task 2: Test how your new assignment works. 1.

Create a quotation with quotation type QT for the following customer inquiry: FAX Inquiry Customer:

T-S50B##

Clerk:

Mr. Smith

Inquiry Number:

##-2-4.1 Continued on next page

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Only

Internal

2.

Partner

Create a new text determination procedure for the sales document “Header texts group ##” with ID (50 + ##), for example: for ## = 01 ! 51), by copying text determination procedure 01.

SAP

1.

Use

Partner

Task 1:

Internal

Only

Business Example

SCM650

Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

1

2.

Create a new quotation header text, for example, “While stocks last. All orders subject to prior sale”.

3.

Create an order with your sales order type ZA## with reference to the quotation above (purchase order number :##-2-4.3).

4.

Check that the quotation header text has been copied into the order.

5.

Complete the above order by entering an additional item text for “labels” with the following contents:

Use

Partner

If necessary, use the analysis function for text determination to clear up any problems.

“Hold for Smith's Motorcycle Center” 6.

Internal

Only


Save the order and note the document number. ____________________________________________________

SAP

SAP Only

Internal

Use

Partner

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Solution 6: Configuring Text Control Task 1: Create a new text determination procedure for the sales document “Header texts group ##” with ID (50 + ##), for example: for ## = 01 ! 51), by copying text determination procedure 01. a)

Create a new text determination procedure: Menu path:

Partner

Display SAP Reference IMG ! Sales and Distribution ! Basic Functions ! Text Control ! Define and Assign Text Determination Procedures Select: Sales Document / Header

Use

Choose Change In the overview tree, choose the Text Determination Procedure node Select the entry for the text determination procedure with key 01

Partner

SAP Use

On the next screen, overwrite key 01 with your own determination procedure keys (50 + ##), and change the description to “Header Text – Group ##” Choose Enter In the following dialog box, choose Copy All

Copy text type Y001, created in the previous demo by your instructor, into your new text determination procedure. Menu path: Display SAP Reference IMG ! Sales and Distribution ! Basic Functions ! Text Control ! Define and Assign Text Determination Procedures Select: Sales Document / Header Choose Change


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Only

Internal

Save your entries.

a)

SAP

Choose Copy As

2.

Internal

Only

1.


3.

SCM650

First, create your own access sequence 90## for text type Y001. The quotation header text should be copied from the reference document in the correct language. a)

Create access sequence 90##: Menu path: In the overview tree, choose the node Access Sequences.

Add the entry 90##. Select the entry and choose the node Access Sequences for Text Ids in the overview tree.

Partner

Choose New Entries.

Use

SeNo

10

Text Object:

VBBK

ID

Y001

Language source:

all

Requirement:

1 (Reference document header)

SAP

SAP

Enter:

Partner

Save the access sequence.

Only

Internal

Use

Internal

Only

Choose New Entries.


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4.

Now add text type Y001 into your text determination procedure (50 + ##), and assign your access sequence 90## to the text type. a)

Include text type Y001 in your own text determination procedure: Menu path: In the overview tree, choose the Text Determination Procedures node.

Internal

Only

Select the entry for the text determination procedure with your key (50 + ##). In the overview tree, choose the node Text IDs in Text Determination Procedure. Choose New Entries.

Assign your access sequence 90## to text type Y001. Save the text determination procedure. 5.

Assign the new text determination procedure for the sales document header to your document type ZA## (previous assignment: determination procedure 01).

SAP

Assign the new text determination procedure for the sales document header to your document type ZA##: Menu path:

Use

Select: Sales Document / Header

Internal

Choose Change In the overview tree, choose the Text Procedure Assignment node

Only

Position the cursor on document type ZA## and assign your text determination procedure (50 + ##) to it. Save the text procedure assignment.

Task 2: Test how your new assignment works. 1.

Create a quotation with quotation type QT for the following customer inquiry:


2006/Q2


Partner

Display SAP Reference IMG ! Sales and Distribution ! Basic Functions ! Text Control ! Define and Assign Text Determination Procedures

SAP

a)

Use

Partner

Enter the text type Y001.

75


SCM650

Customer:

T-S50B##

Clerk:

Mr. Smith

Inquiry Number:

##-2-4.1

Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

1

a)

Create order:

Partner

Menu path: Logistics ! Sales and Distribution ! Sales ! Quotation ! Create

Internal

Only

FAX Inquiry

Chose quotation type “QT” and enter the sales area data. Create a new quotation header text, for example, “While stocks last. All orders subject to prior sale”. a)

Menu path:

SAP

Choose Display details for document header.

SAP

Use

2.

Choose the Texts tab page.

Partner

Use

Page to the end of the list of available header text types. Select the text type for quotation header texts.

Only

Internal

Enter the text and save the document.


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3.

Create an order with your sales order type ZA## with reference to the quotation above (purchase order number :##-2-4.3). a)

Create an order with reference to the quotation: Menu path: Logistics ! Sales and Distribution ! Sales ! Order ! Create

Only

Choose Copy.

Choose the Quotation tab page. Enter the quotation number or look for your quotation using the purchase order number ##-2-4.1

4.

Internal

Choose Create with reference.

Partner

Choose the order type ZA## and enter the sales area data.

Check that the quotation header text has been copied into the order.

Use

If necessary, use the analysis function for text determination to clear up any problems. Check that the quotation header text has been copied into the order.

SAP

SAP

a)

Menu path: Choose Display details for document header.

5.

Complete the above order by entering an additional item text for “labels” with the following contents:

Internal

“Hold for Smith's Motorcycle Center” a)

Create an additional item text:

Partner

Use

Choose the Texts tab page.

Menu path:

Only

Select order item 10 Choose Display details for item. Choose the Texts tab page. 6.

Save the order and note the document number. ____________________________________________________ a)

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Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Exercise 7: Referencing and Copying Texts Exercise Objectives After completing this exercise, you will be able to: • Use manual text processing in sales and distribution documents

Internal

Only

Business Example You want the system to find as many texts in the sales document as possible automatically.

Partner

However, sometimes you need to process a text manually in a document.

Task 1: Create a text module with: Text name:

Z text ##

Text ID:

SDVD

Language:

Course language

SAP

SAP

Use

1.

Use

Partner

For up-to-date information, read the test report in the latest issue of “Motorcycle Today”.

1.

Create a QT quotation for the following customer inquiry:

Only

Internal

Task 2:

FAX Inquiry Customer:

T-S50B##

Clerk:

Mr. Smith

Inquiry Number:

##-3-2


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Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

1

2.

At the end of the material sales text enter the text module that you created above.

3.

Display confirmation of the quotation on the screen.

4.

Save the quotation and note the document number.

Internal

Only


Use

Partner

____________________________________________________

SAP

SAP Only

Internal

Use

Partner

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Solution 7: Referencing and Copying Texts Task 1: Create a text module with: Text name:

Z text ##

Text ID:

SDVD

Language:

Course language

Internal

Only

1.

a)

Create text module:

Use

Partner

For up-to-date information, read the test report in the latest issue of “Motorcycle Today”.

Menu path: Tools ! From Printout ! SAPscript ! Standard Text

SAP

SAP

Enter the text name of your group Choose Create.

Partner

Use

Enter the text and save the text module.

Task 2:

Internal

1.

Create a QT quotation for the following customer inquiry: FAX Inquiry T-S50B##

Clerk:

Mr. Smith

Inquiry Number:

##-3-2

Only

Customer:


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Req. delivery date:

In one week

Material:

T-AS3##

Quantity:

1

a)

Create the order: Menu path:

Only

2.

At the end of the material sales text enter the text module that you created above. a)

Add the text module:

Partner

Menu path: Select order item 10.

Internal


Choose Display details for item.

Use

Choose the Texts tab page. Select text type “Materials sales text”.

SAP

SAP

Choose Detail. Place the cursor at the end of the text on an empty line. Choose: Insert ! Text ! Standard

Use

Enter your text name Z text ## and set the “Expand immed.” indicator. Save the text. Display confirmation of the quotation on the screen. a)

Menu path:

Only

Internal

3.

Return to the main screen. Choose Header message view. 4.

Save the quotation and note the document number. ____________________________________________________ a)

82


Partner

(You can also access this function by selecting the Standard pushbutton.)

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Lesson Summary You should now be able to: • Identify the source of texts in Sales and Distribution • Describe the criteria which influence how texts are determined • Define and assign text types in Customizing • Edit texts manually in the sales document

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Unit Summary

SCM650

Unit Summary You should now be able to: • Identify the source of texts in Sales and Distribution • Describe the criteria which influence how texts are determined • Define and assign text types in Customizing • Edit texts manually in the sales document

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

84


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This unit describes the output control options. The unit also goes on to explain how to process printed output with SAPScript, to give the participants an idea of the effort required for enhancements.

Use


SAP Use

Unit Contents Lesson: Output Determination ..................................................... 86 Exercise 8: Configuring Output Determination .............................. 95 Lesson: Output Processing........................................................ 102 Exercise 9: Layout Modification for Output Types.......................... 109 Exercise 10: Processing your Own Output Types.......................... 113

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Internal

Partner

•

Describe the purpose of output types Set up various transmission media for issuing or printing output Select the dispatch times at which the output is issued Adjust the output determination to meet customer-specific requirements Explain how output types are processed in the SAP system Assess the degree of difficulty involved in adjusting the existing layout for output types to meet your requirements Name the steps needed for integrating customer-specific output types

SAP

• • • • • •

Internal

Only

Output

Unit 4: Output

SCM650

Lesson: Output Determination Lesson Overview This lesson describes the basic principles of output control in Sales and Distribution. Particular emphasis is placed on the condition technique used.

Internal

Only

Lesson Objectives After completing this lesson, you will be able to: Describe the purpose of output types Set up various transmission media for issuing or printing output Select the dispatch times at which the output is issued Adjust the output determination to meet customer-specific requirements

Business Example Output in the SAP system is for communication purposes (particularly with the customer).

SAP Use

Only

Internal

Partner

The information that influences output determination is stored as master data, in the form of condition records.

SAP

You can set individual requirements (condition technique) to determine whether an output should be generated, who the recipient should be, and which transmission medium should be used.

Use

Partner

• • • •

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Lesson: Output Determination

Use

Partner

Only

Internal

Figure 34: Output Types in SD

SAP Use

Header output issues the whole document while item output is for issuing each individual item in the document.

We differentiate between header output and item output.

Partner

You can make output determination dependent on different criteria. The condition technique is used for this.

Internal

You can transmit output for different sales documents, such as quotations, orders, deliveries or invoices.

SAP

Output is a means of communication for exchanging information between partners and systems.

Only

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Unit 4: Output

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SAP Use

Only

Internal

Partner

Processing the output (in other words, sending the information) is controlled by the relevant processing program. A program with the relevant layout sets can be assigned to each output type and transmission medium.

SAP

The transmission medium determines how output is issued. For example, you can agree with the customer that an order confirmation is sent by EDI or that notification is given beforehand by way of the Internet.

Use

Partner

Only

Internal

Figure 35: Transmission Media

88


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Use

Partner

Only

Internal

Figure 36: Communication Strategy

A communication strategy represents a sequence of communication types.

SAP Use

Only

Internal

Partner

You define the communication strategy used in the additional data for the output condition record.

SAP

The communication strategy can be used for external transmission. It searches through the sequence of given communication types until it finds the communication data for the required address (taken from Central Address Management).

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Unit 4: Output

SCM650

Use

Partner

Only

Internal

Figure 37: Timing of Output

You can determine when an output is to be issued.

SAP Internal

•

•

The output to be sent is selected by a standard program (RSNAST00) that is set to run at regular intervals. You can decide whether an output should be selected the next time the program runs (transmission time-spot 1) or at a time specified by the user (transmission time-spot 2). There is a special selection program for different sales documents (for example, deliveries and billing documents). You use it to process output online or in batches (transmission time-spot 3). You can schedule a batch to ensure regular processing (as for time 1). The output is issued automatically as soon as a document is posted (transmission time-spot 4).

Partner

Use

•

SAP

The following times are available:

Only

90


2006/Q2

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Use

Partner

Only

Internal

Figure 38: Overview of Output Determination

SAP

A condition record for an output type contains the requirements for that output type. If these are met, then the system proposes that particular output type.

Use

You can use the analysis function on the output screen in the sales documents to check the output determination and see why a particular output was proposed, or why it was not determined.

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Only

Internal

Output is sent to the partner who matches the partner function in the underlying object (for example, the sales order). It is also possible to create output that is not dependent on a particular partner (for example, labels).

Partner

You determine the transmission medium, the time and the partner function in the condition record.

SAP

Output is determined (like pricing and text determination) using the condition technique.

Unit 4: Output

SCM650

SAP

Each access step contains the name of a condition table that in turn contains the key fields for the output condition records.

Use

To create a new access sequence, copy a similar existing access sequence and make any necessary changes to the copy.

Only

Internal

If you define your own access sequences, the keys should start with Y or Z, as these namespaces have been kept free in the standard system by SAP for this purpose.

Partner

The rule that governs the sequence in which the system searches states that it should search “from the specific to the general”.

SAP

The access sequence is a search strategy used by the SAP system to search for the valid output condition records.

Use

Partner

Only

Internal

Figure 39: Output Determination - Access Sequences

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Partner

Only

SCM650

Figure 40: Output Determination - Analysis

Use

You can use the Analysis function for output determination in the sales document screens (with the create or change functions). Menu path:

SAP

SAP

Extras ! Output ! Header (or item) ! Process Choose Goto ! Determination analysis

Only

Internal

Use

Partner

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Only Partner

Unit 4: Output

94


SCM650

2006/Q2

Internal Use

SAP

SAP

Use Internal

Partner Only

SCM650


Exercise 8: Configuring Output Determination Exercise Objectives

Only

When you determine the transmission medium for these customers, the system should automatically choose the fax machine.

Your company normally prints out order confirmations. It is now often the case that customers wish to be informed by fax.

Use

Task 1:

SAP

Find out which output determination procedure is assigned to the sales document header for your order type ZA##. __________________________________________________________

Use

Partner

Task 2: Check the settings for output determination to see whether the SAP system allows you to store this customer request in the master data.

2.

Which key combinations can you use to make output determination for the output type BA00 dependent on the current time?

Only

Internal

Customer T-S50A## wants you to send the order confirmation by fax. 1.

1.) 2.) 3.)


2006/Q2

SAP

1.

Internal

Business Example

Partner

After completing this exercise, you will be able to: • Adjust output determination to meet specific requirements


95

Unit 4: Output

SCM650

Create an output condition record for customer T-S50A## with output type BA00 for: SORG:

1000

Transmission medium:

Fax

Time:

Send by application-specific transaction

Task 3:

Partner

1.

Create an order with order type ZA## for the following purchase order from customer T-S50A##.

Internal

Only

3.

SAP

Req. delivery date:

In one week

Material:

T-AS1##

Quantity:

10

Internal

##-1-3

2.

Check whether the output determination has had the desired result. If necessary, use the analysis function for output determination to clarify any problems.

3.

What problem has the determination analysis found?

Partner

PO number:

SAP

T-S50A##

Use

Customer:

Use

FAX

____________________________________________________

Only

4.

Terminate order entry!

Task 4:

96

1.

Enter the fax number 123456789 for customer 1 in the customer master record.

2.

Repeat exercise 2.


2006/Q2

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Solution 8: Configuring Output Determination Task 1: Find out which output determination procedure is assigned to the sales document header for your order type ZA##. __________________________________________________________ a)

The output determination procedure V1000 is assigned for the order type ZA#.

Display SAP Reference IMG ! Sales and Distribution ! Basic Functions ! Output Control ! Output Determination ! Output Determination Using the Condition Technique ! Maintain Output Determination for Sales Documents ! Assign Output Determination Procedures

Use

Partner

Menu path:

Internal

Only

1.

SAP

SAP

Locate entry ZA##.

Task 2: Customer T-S50A## wants you to send the order confirmation by fax.

Use

Check the settings for output determination to see whether the SAP system allows you to store this customer request in the master data. a)

Menu path:

Internal

Select output type BA00 and choose Details. Z001 is entered as the access sequence. Go back to the overview tree for output control. Choose: ! Maintain Access Sequences Select the access sequence Z001 and choose Accesses in the overview tree.


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Only

Display SAP Reference IMG ! Sales and Distribution ! Basic Functions ! Output Control ! Output Determination ! Output Determination Using the Condition Technique ! Maintain Output Determination for Sales Documents ! Maintain Output Types

Partner

1.

Unit 4: Output

SCM650

2.

Which key combinations can you use to make output determination for the output type BA00 dependent on the current time? 1.) Sales Organization / Distribution Channel / Division / Customer 2.) Sales Organization / Customer

a)

SORG:

1000


Fax

Time:

Send by application-specific transaction

a)

SAP

SAP

Create an output condition record for customer T-S50A## with output type BA00 for:

Use

Partner

3.

Create output condition record for output type BA00: Menu path:

Use

Choose BA00 in the “Output type” field

Enter your data.

Task 3: Create an order with order type ZA## for the following purchase order from customer T-S50A##.


98


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Only

Internal

Choose the key combination Sales Organization / Customer

Partner

Logistics ! Sales and Distribution ! Master Data ! Output ! Sales Document ! Create

1.

Internal

Only

3.) Order Type

SCM650


Customer:

T-S50A##

PO number:

##-1-3

Req. delivery date:

In one week

Material:

T-AS1##

Quantity:

10

a)

Internal

Only

FAX

Create an order belonging to the order type ZA##:

Logistics ! Sales and Distribution ! Sales ! Order ! Create 2.

Check whether the output determination has had the desired result. If necessary, use the analysis function for output determination to clarify any problems. a)

Menu path:

SAP

SAP

Choose Extras ! Output ! Header ! Process Choose Goto ! Determination analysis 3.

What problem has the determination analysis found?

Partner

Use

____________________________________________________ a)

Internal

4.

Use

Partner

Menu path:

No fax number could be determined for partner T-S50A##.

Terminate order entry! a)

Only


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Unit 4: Output

SCM650

Task 4: 1.

Enter the fax number 123456789 for customer 1 in the customer master record. a)

Enter the fax number in the customer master record: Menu path:

Only

Enter your customer and the sales area data. Select the Address tab page.

Partner

Enter data in the “Fax” field. Save your entries. Repeat exercise 2.

Use

2.

Internal

Logistics ! Sales and Distribution ! Master Data ! Business Partner ! Customer ! Change ! Sales and Distribution

a)

SAP

SAP Only

Internal

Use

Partner

100


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Lesson Summary You should now be able to: • Describe the purpose of output types • Set up various transmission media for issuing or printing output • Select the dispatch times at which the output is issued • Adjust the output determination to meet customer-specific requirements

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2006/Q2


101

Unit 4: Output

SCM650

Lesson: Output Processing Lesson Overview This lesson describes the basic principles of processing printed output with SAPscript.

Lesson Objectives • •

Business Example Changing output types to meet customer-specific requirements is an important part of many implementation projects.

SAP

You might also need to add new, customer-specific output types.

SAP

These adjustments include providing additional fields, logos and barcodes as well as displaying additional header and item texts.

Use

Partner

•

Explain how output types are processed in the SAP system Assess the degree of difficulty involved in adjusting the existing layout for output types to meet your requirements Name the steps needed for integrating customer-specific output types

Internal

Only


Only

Internal

Use

Partner

Figure 41: Procuring and Preparing Data

The structure and data in the documents that are processed online are stored in the database.

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Lesson: Output Processing

To transmit output, the system procures the data from the database and prepares it for the required transmission medium.

Use

Partner

Only

Internal

SAP

The system procures and prepares data in two separate steps when printing documents.

Use

Only

Internal

The output is then transmitted to a printer or other output device.

Partner

The printing controls are defined in the SAPscript form, independent of the print output program.

SAP

Figure 42: Printing Data

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Unit 4: Output

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Use

Partner

Only

Internal

Figure 43: Example: Output BA00 (Order Confirmation)

Several communication structures are available for printing documents:

SAP

Only

Internal

Partner

Use

VBDKA (document header view for inquiry, quotation and order) VBDPA (document item view for inquiry, quotation and order) VBDKL (document header view for delivery note) VBDPL (document item view for delivery note) VBDKR (document header view for billing document) VBDPR (document item view for billing document)

SAP

• • • • • •

104


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Use

Partner

Only

Internal

Figure 44: New Fields for Printing Documents: Case 1

SAP

A form modification is “pure” if the following prerequisites are met:

Only

Internal

Use

The field exists in the communication structure The field is NOT contained in the form The field can be integrated into the form in an existing format

Partner

• • •

SAP

Simple changes that do not need preparation logic or new fields in the communication structure can be processed directly in the form with SAPscript.

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Internal

Partner

Only

Unit 4: Output

Figure 45: New Fields for Printing Documents: Case 2

Use

New fields for printing documents are copied into the following INCLUDES (structures integrated into the communication structures).

SAP Use

Now the new field can be processed in the form as in Case 1.

Only

Internal

Occasionally, the system may need to access the processing program (for example, if additional data needs to be read).

Partner

Header data for order documents in VBDKAZ (contained in VBDKA) Item data for order documents in VBDPAZ (contained in VBDPA) Header data for delivery documents in VBDKLZ (contained in VBDKL) Item data for delivery documents in VBDPLZ (contained in VBDPL) Header data for billing documents in VBDKRZ (contained in VBDKR) Item data for billing documents in VBDPRZ (contained in VBDPR)

SAP

• • • • • •

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Use

Partner

Only

Internal

Figure 46: Integrating a New Output Type

New output types are normally based on existing document types

SAP

The real work starts when writing the processing program and its form definition.

Use

Only

Internal

Partner

This is where you need an ABAP/4 programmer and someone familiar with SAPscript.

SAP

This means that if you need to create any document data, you can copy most of it from an existing communication structure.

Figure 47: Example: Customer's Material Label ZMAT

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A processing program has to be written for procuring the transmission data and controlling the form output. This program should be given a name from the customer’s name range (for example ZZLO650) and be based on the specified communication structures VBDKL (document header view for delivery note) and VBDPL (document item view for delivery note).

Use

Partner

You must add output type ZMAT to the output determination procedure for deliveries so that the system includes it during output determination.

Internal

Only

The processing program, together with the relevant SAPscript form in which the required layout was programmed (name, for example ZZ_MAT_LABEL), is assigned to output type ZMAT in Customizing.

SAP

SAP Only

Internal

Use

Partner

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Exercise 9: Layout Modification for Output Types Exercise Objectives

Business Example

Partner

During the implementation project, you made some small changes requested by the Customer Service department to the layout of the forms for quotation and order confirmation:

Furthermore, when creating quotations, the quotation header text should only be printed in the confirmation document. When a sales order is created with reference to this quotation, this quotation text should not appear in the order confirmation.

Use

It is your job to check whether these changes work.

SAP

SAP

The terms of delivery (Incoterms) together with the description should be printed in the sales documents.

Internal

1.

Search for the quotation with the purchase order number ##-2-4.1 and display the print formatting for the quotation on the screen.

2.

Was the quotation header text output? __________________________________________________

3.

Partner

Use

Task 1:

Was the description of the Incoterms output?

Only

__________________________________________________

Task 2: 1.

Use the document flow to find the order that was created with reference to this quotation and display the print formatting for the order on the screen.

2.

Was the quotation header text output in the order confirmation? __________________________________________________

2006/Q2

Internal

Only

After completing this exercise, you will be able to: • Understand how output types are processed in the SAP system


109

Unit 4: Output

SCM650

Solution 9: Layout Modification for Output Types Task 1: Search for the quotation with the purchase order number ##-2-4.1 and display the print formatting for the quotation on the screen. a)


Partner

Choose search help “A: Sales Documents by Customer Purchase Order Number”. Enter ##-2-4.1 in the purchase order number field.

Use

Choose the right document from the hit list.

Internal

Only

1.

Choose: Sales Document ! Output

2.

SAP

SAP

Choose Print preview. Was the quotation header text output? __________________________________________________

3.

Yes, the quotation header text was output.

Partner

Use

a)

Was the description of the Incoterms output? __________________________________________________ Yes, the description of the Incoterms was output.

Only

Internal

a)


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Task 2: 1.

Use the document flow to find the order that was created with reference to this quotation and display the print formatting for the order on the screen. a)


Only

Internal

Choose Display document flow. Select the order number. Choose Display document.

Partner

Choose Print preview. 2.

Was the quotation header text output in the order confirmation?

a)

Use

__________________________________________________ No, the quotation header text was no longer output.

SAP

SAP Only

Internal

Use

Partner

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Unit 4: Output

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SAP

SAP

Use Internal

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Exercise 10: Processing your Own Output Types Exercise Objectives

Business Example

Task 1:

SAP

2.

Which procedure contains ZMAT (ZMAT should be an item output for deliveries)?

3.

Which access sequence is assigned to the output type?

4.

Which processing program and form has been assigned?

Internal

Task 2: Change the settings so that you can also use output type ZMAT for your shipping point Z0# without any problems.

Only

1.

Maintain the print parameters for your shipping point Z0##. Shipping point:

Z0##

Output device:

LP01

Suffix1:

ZMAT

Suffix2:

MAT-LABEL


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Check whether output type ZMAT has been correctly configured in Customizing.

SAP

1.

Use

Your colleagues in the programming department have informed you that programming has been completed for the output type ZMAT and is ready for testing.

Use

Partner

To optimize sales and distribution processing in your company, you have created a special material label (output type ZMAT) in the SAP system. The use of this new item text type “Additional label text”, output with the material label, should make it easier for the customer (retailer) to identify the delivered goods and assign them to the correct end customers.

Internal

Only

After completing this exercise, you will be able to: • Name the steps needed for integrating customer-specific output types

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Unit 4: Output

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2.

Create output condition records for your customers T-S50A## and TS50B## for output type ZMAT: SORG:

1000


Printer

Time:

Explicit request

Only Partner

Search for the order with purchase order number ##-2-4.3 and create an outbound delivery for it.

2.

In the output screen for the item, check that the system finds and sets output type ZMAT. Use the determination analysis to clarify any problems.

3.

If output determination is correct, save the delivery.

4.

Print the label.

5.

Look at the output generated in the spool.

Use

1.

Internal

Task 3:

SAP

SAP Only

Internal

Use

Partner

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Solution 10: Processing your Own Output Types Task 1: Your colleagues in the programming department have informed you that programming has been completed for the output type ZMAT and is ready for testing. Check whether output type ZMAT has been correctly configured in Customizing. a)

Menu path (general):

2.

Which procedure contains ZMAT (ZMAT should be an item output for deliveries)? a)

Use

Partner

Display SAP Reference IMG ! Logistics Execution ! Shipping ! Basic Shipping Functions ! Output Control ! Output Determination ! Maintain Output Determination for Outbound Deliveries

Output type ZMAT was included in procedure V20001. Menu path (continued):

SAP

Select the entry V20001 and choose the Control node in the overview tree. Which access sequence is assigned to the output type?

Use

Access sequence 0003 is assigned to the output type ZMAT.

Partner

a)

Menu path (continued): ! Maintain Output Types

Internal

Select the entry ZMAT. Choose Detail. Which processing program and form has been assigned? a)

Only

4.

For medium 1: Program ZZLO650, form ZZ_MAT_LABEL Menu path (continued): ! Maintain Output Types Select the entry ZMAT and choose Processing Routines in the overview tree.


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! Maintain Output Determination

3.

Internal

Only

1.

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Task 2: Change the settings so that you can also use output type ZMAT for your shipping point Z0# without any problems. Maintain the print parameters for your shipping point Z0##. Shipping point:

Z0##

Output device:

LP01

Suffix1:

ZMAT

Suffix2:

MAT-LABEL

Choose New Entries.

Choose Shipping. Choose ZMAT.

Enter and save your data.

SORG:

1000


Printer

Time:

Explicit request

a)

Menu path: Logistics ! Sales and Distribution ! Master Data ! Output ! Shipping ! Create Choose ZMAT in the “Output type” field Choose the key combination Sales Organization / Customer Enter your data.


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Internal

Create output condition records for your customers T-S50A## and TS50B## for output type ZMAT:

Partner

Use

2.

SAP

Display SAP Reference IMG ! Logistics Execution ! Shipping ! Basic Shipping Functions ! Output Control ! Output Determination ! Define Print Parameters Shipping

Use

Partner

Menu path:

SAP

a)

Internal

Only

1.

SCM650


Task 3: 1.

Search for the order with purchase order number ##-2-4.3 and create an outbound delivery for it. a)

Menu path: Logistics ! Sales and Distribution ! Sales ! Order ! Display

Only

Enter ##-2-4.3 in the purchase order number field.

Logistics ! Sales and Distribution ! Shipping and Transportation ! Outbound Delivery ! Create ! Single Document ! With Reference to Sales Order Change the selection date to the end of next week. In the output screen for the item, check that the system finds and sets output type ZMAT. Use the determination analysis to clarify any problems. a)

Menu path: Select delivery item 10.

Use

Partner

Choose: Extras ! Delivery Output ! Item Choose Goto ! Determination analysis 3.

If output determination is correct, save the delivery. a)

Only

Internal

SAP

SAP

2.

Use

Partner

Choose the right document from the hit list.

Internal

Choose search help “A: Sales Documents by Customer Purchase Order Number”.


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4.

Print the label. a)

Menu path: Logistics ! Sales and Distribution ! Shipping and Transportation ! Communication/Printing ! Outbound Delivery Output

Output type:

ZMAT

Shipping point:

Z0##

Delivery:

Delivery from last activity

Internal

Only

In the selection screen, enter:

Partner

Choose Execute. Select the list of delivery items. Choose Process.

Use

5.

Look at the output generated in the spool. a)

Menu path:

SAP

SAP

System ! Services ! Output Control Choose Execute. Select the relevant spool request.

Use

Only

Internal

Partner

Choose Display content.

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Lesson Summary You should now be able to: • Explain how output types are processed in the SAP system • Assess the degree of difficulty involved in adjusting the existing layout for output types to meet your requirements • Name the steps needed for integrating customer-specific output types

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Unit Summary

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Unit Summary

Only

Use

Partner

Internal

You should now be able to: • Describe the purpose of output types • Set up various transmission media for issuing or printing output • Select the dispatch times at which the output is issued • Adjust the output determination to meet customer-specific requirements • Explain how output types are processed in the SAP system • Assess the degree of difficulty involved in adjusting the existing layout for output types to meet your requirements • Name the steps needed for integrating customer-specific output types

SAP

SAP Only

Internal

Use

Partner

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Partner

The members of the project team need to know the available options for modifying the system, since requirements arise in nearly every implementation project that necessitate the extension of SAP transactions beyond the range of possible settings in table Customizing.


SAP Use

•

•

Unit Contents Lesson: Basics of System Modification .......................................... 123 Exercise 11: Elements of System Modification ............................. 137 Exercise 12: Extensions SAP Transactions................................. 145 Lesson: Adapting Lists ............................................................. 149 Exercise 13: Lists and the ABAP List Viewer ............................... 155 Lesson: Adapting the User Interface ............................................. 161

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Internal

• •

Partner

• • •

Describe the options for making release-independent modifications to the system in Customizing for Sales and Distribution Explain the idea behind the SAP enhancement concept Use the standard listing functions in the sales processing system Use display variants to adjust the listing functions for certain user groups to their requirements Optimize the scope of the display for these lists with user-specific display variants define account groups for maintaining customer master records adapt screens that use the display element “table control” to meet your specific requirements create and use transaction variants

SAP

•

Internal

Only

System Modifications

Unit 5: System Modifications

SCM650

Exercise 14: Account Groups / Field Selection Customer Master Record ........................................................................... 171 Exercise 15: Table Control and Transaction Variants...................... 179

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Lesson: Basics of System Modification

Lesson: Basics of System Modification Lesson Overview This lesson describes the basics of system modification in Sales and Distribution and provides an introduction to the various techniques that have developed over the years. In an example, several different enhancements are combined to solve a problem.

Only


•

Describe the options for making release-independent modifications to the system in Customizing for Sales and Distribution Explain the idea behind the SAP enhancement concept

Business Example

SAP

To do this, you can use the SAP system interfaces so that these enhancements apply for all releases (no future maintenance necessary).

SAP

During many implementation projects you will be faced with requests to change the SAP transactions beyond the capabilities of the Customizing settings to match the processes used by the customers.

Use

Partner

•

Internal

Lesson Objectives

Only

Internal

Use

Partner

Figure 48: Basics of System Modification

When modifying the system, your main aim should be to use the SAP interfaces for customer enhancements.

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This reduces, or ideally even eliminates any effort required to transfer these modifications every time the release is updated. If you carry out customer modifications without using these interfaces, you will probably have to maintain them each time the release is updated.

SAP

The elements for system modifications in Sales and Distribution are grouped together in the IMG under the menu path

Only

Internal

The enhancement concept also includes transaction CMOD (Project Management of SAP Enhancements), which enables the customer to supplement the application logic, screens and menus with their own elements.

Partner

Sales and Distribution / System Modifications.

SAP

Use

Use

Partner

Only

Internal

Figure 49: Elements of System Modification

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Use

Partner

Only

Internal

Figure 50: Adding New Fields With Condition Technique

SAP Use

For each component, all the fields permitted for access to condition records are combined in their own communication structures.

You can only evaluate fields that are contained in the relevant communication structure in the access sequences within the different applications of the condition technique. INCLUDES in which new data fields can be added were linked to all the relevant communication structures. The system does not overwrite them when you upgrade your release. A detailed checklist in the Implementation Guide explains the procedure. Search for Create New Fields (Using Condition Technique).

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Internal

Communication structures thus contain all the data fields that can be used when accessing a condition table.

Partner

This technique is used by pricing, output control, account determination, listing, exclusion and substitution to determine prices or output, for example.

SAP

We recommend that you use the condition technique for system modifications because many of the functions in the SD application component also use the condition technique.


SCM650

Partner

Only

Internal

Figure 51: Adding New Fields Without Condition Technique

SAP Use

Material master fields are copied to the sales document in two steps: 1. 2.

126

A field from the material master table (MARA, MARC or MVKE) is first copied to the material view (MAAPV or MAEPV) using an append structure. The field is copied to the order item table (VBAP) from the material view. The field is populated in the program MV45AFZZ by the user exit (USEREXIT_MOVE_FIELD_TO_VBAP).


2006/Q2

Only

Internal

2.

A field from the customer master table (KNA1 or KNVV) is first copied by INCLUDE (KUAGVZ, KUWEVZ, KURGVZ and KUREVZ) to the sold-to party, ship-to party or payer view (KUAGV, KUWEV, KURGV or KUREV). The field is transported from the master data to the view with a user exit (V05E....). The field is copied from the respective customer view (KUAGV, KUWEV, KURGV or KUREV) to the order table (VBAK, VBKD or VBAP). The field is populated in the program MV45AFZZ by a user exit (USEREXIT_MOVE_FIELD_TO_VBAK(_VBAP,_VBKD)).

Partner

1.

SAP

Customer master fields are copied to the sales document in two steps:

Use

Adding new fields for printing documents was discussed in the unit "Processing Output".

SCM650


Reserve fields can be used for all functions and are stored in the customer master record. You can fill them and use them for specific installations.

SAP

The fields are maintained in customer master maintenance for Sales and Distribution under “Extras ! Additional Data”. Different fields are used for the general customer master and for sales data.

SAP

•

Use

Partner

Only

Internal

Figure 52: Reserve Fields in Customer and Material Masters

You can enter fields for material master maintenance in the Sales and Distribution view: Sales Organization Data 2.

If you change the short text for a data element (text extension), a specific field will contain the correct meaning in the screens and lists.

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Internal

There are check tables for each field where you can determine the permitted values for that field.

Partner

Use

Five 3-digit fields are also included in the material master record (MVKE).


SCM650

Use

Partner

Only

Internal

Figure 53: Routines

SAP Use

Routines for requirements and formulae are used for functions that use the condition technique. A requirement can make the execution of an access dependent on certain prerequisites. For example, it checks the document currency in pricing to see whether the local currency or a foreign currency is being used. Depending upon the result, the access is either executed or not. Formulae are used in pricing to define different pricing factors.

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Internal

Data transfer routines provide fine-tuned control for the copied fields. For example, a data transfer routine can specify that certain item fields can only be copied together with other fields and only to contracts, credit and debit memos.

Partner

Copying requirements determine whether or not certain data can be copied when you copy documents. For example, a copying requirement can stipulate that if you copy an inquiry to a quotation, the document header must contain the same customer.

SAP

Routines are short subprograms that perform different functions during document processing. In SD, you can use transaction VOFM to create and process routines for copying requirements, data transfers, requirements and formulae.

SCM650


Partner

Only

Internal Use

Figure 54: User Exits

User exits are defined entry points in SAP transactions where customers can implement their own additional programming logic for a specific installation.

SAP

Using them also requires a certain amount of discipline because, in contrast to the functional enhancements described below, there is no precise, program-controlled selection of the interface here.

SAP

They are used to populate newly incorporated fields, for example.

Only

Internal

Use

Partner

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Use

Partner

Only

Internal

Figure 55: Extensions to SAP Transactions

SAP Use

Function module exits allow the customer to implement additional programming logic in a transaction. The SAP application developer determines where a function module exit can be called in a transaction and which data can be transferred. Screen enhancements: Areas in the screens defined by the application developer can be configured by the customer. The customer can display additional information here or enter data. Menu enhancements: The customer can activate and name guiding menu points. The function code that you define for selecting a menu point can be used in the definition of a corresponding function module exit.

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Internal

Text enhancements enable you to provide extra documentation for data elements used in all transactions and change keyword texts.

Partner

The customer can enter coding in a layer that has been demarcated by SAP and, within certain limits, adapt the transactions to suit specific processes.

SAP

The enhancement concept makes frequently needed adjustments to customer modifications when a release is upgraded virtually redundant. In contrast to customer modifications, this is achieved by providing interfaces that have been determined by SAP for the customer enhancements.

SCM650


Partner Use

Only

Internal

Partner

The functions included in a function module exit are described in the relevant SAP documentation.

SAP

The SAP application developer determines where a function module exit can be called in a transaction and which data can be transferred. The developer also creates the relevant function modules with short text, interface and documentation.

Function module exits allow the customer to implement additional programming logic in a transaction.

Use

SAP

Only

Internal

Figure 56: Example: Function Module Exit SDVFX004

Figure 57: Business Transaction Events (BTE)

Business Transaction Events (BTEs) give you the option of integrating additional components such as function modules into the SAP standard system. There are two types of interface available:

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Publish & Subscribe interfaces These should inform you that specific events have taken place in the SAP standard application and make the data created as a result available to the external software. The external software does not return any data to the SAP standard system. Process Interfaces

Only

Use

Partner

You can connect external developments to the standard SAP system. The additional developments are generally carried out using the ABAP workbench.

Internal

These are used to submit business processes to another control that cannot be implemented in the standard system. This means that process interfaces replace standard processes.

The SAP application developer makes interfaces available at specific events in a transaction, in which a partner or customer can define additional logic. In the simplest case, such an interface would only be used by one partner or by the customer.

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Internal

The above example refers to Publish & Subscribe interfaces. The data flow only goes in one direction - from the SAP application to the additional components.

Partner

Use

SAP

SAP

Figure 58: BTE: Possible Scenarios (1)


Internal

Figure 59: BTE: Possible Scenarios (2)

This scenario also only refers to Publish & Subscribe interfaces. Unlike customer exits, Business Transaction Events give you the option of using an interface more than once for additional logic.

SAP

Both enhancements exist alongside each other without hindering each other; only one enhancement can be processed during runtime.

SAP

If this is the case, the user must decide which enhancement he wants to execute at a given time.

Use

Partner

Only

SCM650

Only

Internal

Use

Partner

Figure 60: Publish & Subscribe vs. Process Interfaces

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Publish & Subscribe interfaces: • • • •

When the event is triggered, one or more additional operations can be started. They do not affect the standard program. If there are more than two operations, they do not affect each other. Add-on components only import data. Example: Additional checks (authorizations, available duplicates, etc.)

•

•

Use

Partner

•

Unlike Publish & Subscribe interfaces, process interfaces are designed so that data can be exchanged in both directions. This has consequences for the additional components that can be connected to an interface. When the event is triggered, a process in the standard program can only be replaced by another process. If you use an add-on from a partner company that uses a process interface, for example, this extension is executed at runtime. If you also want to use the same interface, the partner extension is rejected and your own extension executed at runtime.

Internal

Only

Process interfaces:

SAP

SAP Only

Internal

Use

Partner

Figure 61: Business Transaction Events: SAP and Customer

Business Transaction Events allow the customer to implement additional logic in an application function in a similar way to function module exits. The SAP application developer decides where such events should be defined in an application function and

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what data should be transferred. He creates a sample function module with short texts, interfaces and documentation and describes the possible functions for this event in the relevant SAP documentation. First, he assigns an 8-digit event number, which qualifies the BTE. This number should be in accordance with specific conventions. The 5th and 6th digits, for example, should be identical with events in the same program.

Only

Use

Partner

The event is assigned to an application component in table TBE02. It is possible to assign an event to several components. An FI assignment means, for example, that the interface is assigned to all the nodes below it (FI-*).

Internal

The SAP developer includes the event with the extended table maintenance in table TBE01. He specifies a sample function module sample_interface_, which must later be created and which defines the interface for the customer.

BTEs can be used more than once. With Publish & Subscribe interfaces the user can then choose which customer enhancement he wants to execute. For process interfaces the component that is furthest to the right is executed in the sequence SAP Application - AddOn - Customer. The most recent enhancement technology is the Business Add-In (BAdI). They came about with the development of the ABAP programming language towards object-oriented programming (ABAP objects). Where possible, SAP application developers should create new enhancement scenarios using this technology.

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Internal

Unlike customer exits, the use of Business Transaction Events is client-specific. This means that the same event can be used for different purposes in several clients.

Partner

Use

SAP

SAP

Figure 62: Differences Between Customer Exits and BTEs

SCM650

Internal

Partner

Only


Figure 63: Outlook: Business Add-Ins

Use

SAP

SAP Only

Internal

Use

Partner

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Exercise 11: Elements of System Modification Exercise Objectives

Business Example

However, you would also like to combine several deliveries in one billing document for certain customers, if other requirements permit. It is your job to configure the SAP system to meet this requirement in such a way that it remains unaffected by any release upgrade (release-independent changes). Some of your colleagues have already done the preparatory work, which you can now use to find a solution for these requests.

SAP

A billing type (ZF##) has already been created for you. In copying control for “Delivery document to billing document” with target ZF## and source LF, replace copying requirement 004 with requirement 904 (created by the instructor) for all item categories. Hint: First, select all the entries and choose Edit ! Change Field Contents 2.

In the Additional Data- Sales view for customer T-S50B##, choose the value 001 (SPECIAL) in the “Billing document variant” field (before the key word change made by your instructor: customer group 1)


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Only

Internal

1.

Partner

Use

You have decided to use the reserve field “Customer group 1” in the customer master – sales area data as a switch for this purpose. You want to analyze this switch as a requirement in copying control for individual billing types.

SAP

Task 1:

Use

Partner

Billing type F2 has been configured for your company so that the delivery number is used as a split criterion when you create billing documents.

Internal

Only

After completing this exercise, you will be able to: • understand the options for creating system modifications in Sales and Distribution that remain independent of the release.


SCM650

Task 2: 1.

Create an order with order type OR for the following purchase order for customer T-S50B##.

Partner

T-S50B##

PO number:

##-1-2

Req. delivery date:

Immediately

Material:

T-AS1##

Quantity:

10

Material:

T-AS2##

Quantity:

10

Find out whether the value 001 has been copied from the customer master to the “Billing document variant” (= customer group 1) field in the additional data for the order header.

3.

Save the order and note the order number. _____________________________________________________

Use Internal

1.

Create a delivery and a transfer order for picking and post the goods issue for this order. Use shipping point Z0## and warehouse number 010 when you create the transport order. Note down the document number.

Only

________________________________________________________

Task 4: 1.

Try to create an invoice for this delivery.

2.

What system message do you receive? ______________________________________________________ Continued on next page

138


Partner

Task 3:

SAP

2.

Use

SAP

Customer:

Internal

Only

FAX

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3.

What does the log say? ______________________________________________________

4.

Which billing type is automatically proposed? ______________________________________________________

Partner

1.

Try once more to create an invoice for this delivery. Choose the new billing type ZF## in the default data.

2.

Save the invoice and note the document number. ______________________________________________________

3.

Why can you now create an invoice?

Internal

Only

Task 5:

Use

______________________________________________________

SAP

SAP Only

Internal

Use

Partner

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Solution 11: Elements of System Modification Task 1:

A billing type (ZF##) has already been created for you. In copying control for “Delivery document to billing document” with target ZF## and source LF, replace copying requirement 004 with requirement 904 (created by the instructor) for all item categories. Hint: First, select all the entries and choose Edit ! Change Field Contents a)

Change Copying control “Delivery document to billing document”:

Use

Partner

1.

Internal

Only

You have decided to use the reserve field “Customer group 1” in the customer master – sales area data as a switch for this purpose. You want to analyze this switch as a requirement in copying control for individual billing types.

SAP

Choose: Table View ! Display -> Change

SAP

Display SAP Reference IMG ! Sales and Distribution ! Billing ! Billing Documents ! Maintain Copying Control for Billing Documents

Use

Menu path:

Choose Copying control: Delivery document to billing document

Internal

Select the table entry and choose the Item node in the overview tree. Choose Select All.

Partner

Select Target: ZF##, Source: LF

Choose: Edit ! Change Field Contents

Only

Choose Copying Requirement. Enter routine 904 in the “Copying Requirements” field. Choose Replace. Save your entries.


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2.

In the Additional Data- Sales view for customer T-S50B##, choose the value 001 (SPECIAL) in the “Billing document variant” field (before the key word change made by your instructor: customer group 1) a)

Enter the billing variant in the customer master: Menu path:

Only

Maintain the data and save your entries.

Internal

Enter your customer and the sales area data.

Partner

Logistics ! Sales and Distribution ! Master Data ! Business Partner ! Customer ! Change ! Sales and Distribution

Choose Sales area data. Choose: Extras ! Additional Data

Task 2: Create an order with order type OR for the following purchase order for customer T-S50B##.

SAP

SAP

Use

1.

Internal

T-S50B##

PO number:

##-1-2

Req. delivery date:

Immediately

Material:

T-AS1##

Quantity:

10

Material:

T-AS2##

Quantity:

10

a)

Only

Customer:

Partner

Use

FAX

Create order: Menu path: Logistics ! Sales and Distribution ! Sales ! Order ! Create


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2.

SCM650

Find out whether the value 001 has been copied from the customer master to the “Billing document variant” (= customer group 1) field in the additional data for the order header. a)

Yes! Value 001 (SPECIAL) was copied. Menu path: Choose Display details for document header.

3.

Internal

Only

Choose the Additional data A tab page. Save the order and note the order number. _____________________________________________________

Task 3: Create a delivery and a transfer order for picking and post the goods issue for this order. Use shipping point Z0## and warehouse number 010 when you create the transport order. Note down the document number.

SAP

SAP

1.

________________________________________________________ a)

Create the outbound delivery, pick and post the goods issue.

Use

Logistics ! Sales and Distribution ! Shipping and Transportation ! Outbound Delivery ! Create ! Single Document ! With Reference to Sales Order

Subsequent Functions ! Create Transfer Order Enter your warehouse number 010. Choose function 2 in the field “Transfer picking quantity” (transfer picking quantity as delivery quantity to the delivery and post goods issue). Save the transfer request.



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Only

Internal

For picking, choose:

Partner

Menu path:

142

Use

Partner

a)

SCM650


Task 4: 1.

Try to create an invoice for this delivery. a)

Create a billing document: Menu path:

Only

Enter the delivery number and choose Execute. 2.

What system message do you receive?

a) 3.

No billing documents have been created. See log.

What does the log say?

Use

Partner

______________________________________________________

______________________________________________________ a)

Contents of log: Requirement LO650 has not been met.

SAP

SAP

Menu path: Edit ! Log 4.

Which billing type is automatically proposed?

Use

The billing type “Invoice (F2)” is automatically proposed.

Internal

Menu path: Display SAP Reference IMG ! Sales and Distribution ! Sales ! Sales Documents ! Sales Document Header ! Define Sales Document Types

Only

Display the details for sales document type OR. Delv-rel. billing type: F2


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______________________________________________________ a)

Internal

Logistics ! Sales and Distribution ! Billing ! Billing Document ! Create

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Task 5: 1.

Try once more to create an invoice for this delivery. Choose the new billing type ZF## in the default data. a)

Create the billing document with the new billing type (default data):

Only

Enter your delivery number and choose Execute.

Choose billing type ZF## in the default data (trade fair billing document ##).

2.

Save the invoice and note the document number.

Use

______________________________________________________ a) Why can you now create an invoice? ______________________________________________________

Only

Internal

The invoice can be created with the new billing type, because the billing variant field (= customer group 1) in the additional data for the order belonging to the delivery item contains the value 001 (SPECIAL).

Partner

Use

a)

SAP

SAP

3.

Internal

Logistics ! Sales and Distribution ! Billing ! Billing Document ! Create

Partner

Menu path:

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2006/Q2

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Exercise 12: Extensions SAP Transactions Exercise Objectives After completing this exercise, you will be able to: • understand the basic principles behind the SAP enhancement concept.

Only

An enhancement project DEMO650 has been created in order to meet the Accounting department’s request.

SAP

Display the enhancement components for the enhancement project DEMO650.

Task 2:

SAP

1.

Use

Task 1:

The Customer Accounting department in your company requires the material number to be transferred as additional information to the G/L account line in the accounting interface.

Internal

As an element in the SAP enhancement concept, function module exits allow the customer to implement additional programming logic in a transaction.

Partner

Business Example

1.

Display the accounting document for your invoice from exercise 11-5.2. The text field in the G/L account line should now contain the material number.

1.

2006/Q2

Try to find out whether there is a user exit in the system for determining the storage location. Search for the term “storage location”.


145

Only

Internal

Task 3:

Partner

Use

Test the functions in this enhancement.


SCM650

Solution 12: Extensions SAP Transactions Task 1: An enhancement project DEMO650 has been created in order to meet the Accounting department’s request. 1.

Display the enhancement components for the enhancement project DEMO650. Menu path: Tools ! ABAB Workbench ! Utilities ! Enhancements ! Project Management ! Enter the project name DEMO650 Select the subobject Components.

Partner

Choose Display.

Internal

Only

a)

Task 2: Display the accounting document for your invoice from exercise 11-5.2. The text field in the G/L account line should now contain the material number. a)

SAP

SAP

1.

Display accounting document: Menu path:

Use

Choose Accounting Overview. Display the accounting document. Choose a revenue account item.

Partner

Logistics ! Sales and Distribution ! Billing ! Billing Document ! Display

Internal

Use

Test the functions in this enhancement.

The text field should now contain the material number.

Only


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Task 3: 1.

Try to find out whether there is a user exit in the system for determining the storage location. Search for the term “storage location”. a)

Menu path: Tools ! ABAB Workbench ! Utilities ! Enhancements ! Definition

Only

Choose Infosystem.

Partner

Do not complete any fields in the selection screen, remove the limit for the number of hits and choose Execute. A list of all the SAP enhancements appears.

Internal

Choose the search help in the Enhancement field.

Choose Find (binoculars).

Use

Search for the word storage location. Among others, you should find enhancement V02V0002.

SAP

SAP Only

Internal

Use

Partner

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Lesson Summary You should now be able to: • Describe the options for making release-independent modifications to the system in Customizing for Sales and Distribution • Explain the idea behind the SAP enhancement concept

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Lesson: Adapting Lists

Lesson: Adapting Lists Lesson Overview Lists play a central role in managing the daily work of the end user in many areas of the SAP system. It is therefore particularly important that the system provides a broad range of personalization options.

Only

Lesson Objectives

Partner

There are list functions to search for and check sales documents in the system. These help you solve different types of business queries.

Use

Only

Internal

User-specific display variants also enable you to personalize lists to meet the demands of each user.

Partner

You can adapt these lists to meet the specific requirements of individual user groups.

SAP

Business Example

•

Use the standard listing functions in the sales processing system Use display variants to adjust the listing functions for certain user groups to their requirements Optimize the scope of the display for these lists with user-specific display variants

Use

• •

SAP


Internal

Here too, you will see real-world examples of how these extensive options can be extended further by employing user exits.

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Use

Partner

Only

Internal

Figure 64: Lists Are Used Everywhere

SAP Use

•

– Finding business transactions – Displaying all transactions that are relevant to a master record Displaying transactions that have reached a certain stage, for example:

•

– All orders due for shipping – All currently valid quotations Displaying the document flow, to answer such questions as – –

•

Which orders have been copied from quotations? In which delivery and which billing document were certain order items entered? Analyses, for example

– –

150

Orders blocked for delivery Documents according to status


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Only

Internal

Links to sales documents and master records for:

Partner

•

SAP

The information provided by Sales and Distribution can be divided into four areas:

SCM650


Use

Partner

Only

Internal

Figure 65: Linking Sales Documents and Master Data

There is a list function for every sales and distribution document.

SAP Use

You can use “Additional selection criteria” to restrict the data selection further, for example, according to distribution channel or document type.

or orders that still have to be delivered or billed.

2006/Q2


Only

The structure of the list can be changed in the system settings.

Partner

Open sales documents are, for example, inquiries and quotations that have not yet been fully referenced,

Internal

In the process, you can choose whether you want to see all the sales documents or the only open ones.

SAP

You can use this function to display sales documents for a particular customer or material, for example.

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SAP

In some lists you can also save display variants that you defined.

The display variants enable you to change the list display.

SAP

You can display the status information for each document (for example, complete status, delivery status, billing status or completion).

Use

You can use the search, sort and sum functions to process the data that you have selected. You can use the search function to further restrict the available list.

Use

Partner

Only

Internal

Figure 66: Example: Order Lists

Partner

From the list, you can call up the document you want to process.

Only

Internal

You can print your lists or send them as a document in SAPoffice.

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Use

Partner

Only

Internal

Figure 67: ABAP List Viewer - Creating a Display Variant

SAP

All lists allow you to

Use

•

– choose one of the variants delivered with the SAP standard system – change the list display You cannot save any changes that you make to the current display variant in lists that only contain the SAP standard display variants. When choosing display variants, the system offers only the standard display variants delivered by SAP. In some lists you can save your own display variants. – –

User-specific display variants must begin with a letter (A-Z). Display variants for all users (customer-specific standard display variants) must begin with “/”.

You can find the documentation for the ABAP List Viewer in the SAP Library under CA - Cross-Application Components. In this environment too, there are customer requirements that can only be met by expanding the underlying field catalog. This is demonstrated by the following example:

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Only

Internal

•

Partner

•

SAP

The amount of scope you have for working with display variants depends on the list:


SCM650

Use

Partner

Only

Internal

Figure 68: New Field for List of Sales Orders

SAP

SAP Only

Internal

Use

Partner

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Exercise 13: Lists and the ABAP List Viewer Exercise Objectives After completing this exercise, you will be able to: • use the standard list functions in Sales and Distribution • use layouts to restrict the scope of the list display

Which orders has your customer T-S50A## placed since the beginning of the month?

2.

Who created these orders in the system?

3.

Display the “Delivery block” field.

4.

How many orders did the customer place for material T-AS3##?

Partner

Only Use

1.

SAP

SAP

Task 1:

Display all the orders for material T-AS1##.

2.

Display the document status for the first document.

Task 3: You would like to define a new layout for displaying the list of orders so that you can see the delivery and billing block fields for each order immediately. 1.

Change the structure of the list using the standard layout “Orders” so that the fields for delivery and billing blocks are displayed.

2.

Save the layout in such a way that only you can select it. Continued on next page

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Only

Internal

Task 2: 1.

Use

Partner

Document lists and evaluations are a useful aid to customer service employees for organizing their daily work and answering a wide variety of questions. The ABAP List Viewer can be used to adjust many of the information functions to meet the individual needs of the user more closely.

Internal

Business Example


SCM650

Enter a name that includes the character sequence LO650-##. Choose the description “Layout group ##”. 3.

Define your newly created layout as the initial layout.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Solution 13: Lists and the ABAP List Viewer Task 1: 1.

Which orders has your customer T-S50A## placed since the beginning of the month? Menu path: Logistics ! Sales and Distribution ! Sales ! Information System ! Orders ! List of Sales Orders Enter the customer T-S50A## in the sold-to party field.

Partner

Choose ENTER. 2.

Who created these orders in the system?

3.

Use

a) Display the “Delivery block” field. Menu path:

SAP

SAP

Choose:

Use

a)

Internal

Only

a)

In the list of hidden fields, select the line with the “Delivery block” field.

Settings ! Layouts ! Current This takes you to the definition screen for layouts.

Internal

The field is copied to the right hand side (displayed fields). Choose Copy.

Partner

Choose Show Selected Fields (arrow to left).

Only


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4.

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How many orders did the customer place for material T-AS3##? a)

Menu path: Choose: Settings ! Layouts ! Select Select the layout 1SAP Order items.

Internal

Only

Select the “Material” column. Choose Set Filter. Enter the material T-AS3## as a filter value.

Partner

Choose Execute.

Task 2:

Use

1.

Display all the orders for material T-AS1##. a)

Menu path:

SAP

Enter the material T-AS1## in the material field.

Use

2.

Partner

Choose ENTER. Display the document status for the first document. a)

Menu path: Select the first line in the table.

Internal

SAP

Logistics ! Sales and Distribution ! Sales ! Information System ! Orders ! List of Sales Orders

Choose: Environment ! Document Status

Only


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Task 3: You would like to define a new layout for displaying the list of orders so that you can see the delivery and billing block fields for each order immediately. 1.

Change the structure of the list using the standard layout “Orders” so that the fields for delivery and billing blocks are displayed. a)

Menu path:

Only

Enter the customer T-S50A## in the sold-to party field.

Partner

Choose Show Selected Fields (arrow to left).

Settings ! Layouts ! Current This takes you to the definition screen for layouts. In the list of hidden fields, select the line with the “Delivery block” field.

Use

Choose:

SAP

Choose ENTER.

Internal

Logistics ! Sales and Distribution ! Sales ! Information System ! Orders ! List of Sales Orders

In the list of hidden fields, select the line with the “Billing block” field.

SAP

The system copies the fields to the right-hand side (displayed fields).

2.

Partner

Use

Choose Copy. Save the layout in such a way that only you can select it.

Internal

Enter a name that includes the character sequence LO650-##. Choose the description “Layout group ##”. a)

Menu path: Choose:

Only

Settings ! Layouts ! Save 3.

Define your newly created layout as the initial layout. a)

Menu path: Choose: Settings ! Layouts ! Administration Select the initial layout column in the line with your layout. A tick appears. Choose Save.

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Lesson Summary You should now be able to: • Use the standard listing functions in the sales processing system • Use display variants to adjust the listing functions for certain user groups to their requirements • Optimize the scope of the display for these lists with user-specific display variants

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Lesson: Adapting the User Interface

Lesson: Adapting the User Interface Lesson Overview This lesson presents several concepts you could use to adapt the user interface to the requirements of the end user.

Only

define account groups for maintaining customer master records adapt screens that use the display element “table control” to meet your specific requirements create and use transaction variants

Business Example

SAP

You can make these modifications in the SD application component in the customer master data.

Use

Only

Internal

Partner

In addition, you can adjust the individual transactions using transaction variants, and users can also define their own views for displaying a large number of tables.

SAP

An important factor in the success of an implementation project is the ability to modify the interface for screen transactions to meet the requirements of different business transactions and user groups.

Use

•

• •

Internal


Partner

Lesson Objectives

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Controlling the Customer Master Using Account Groups

Partner

Only

Internal

Figure 69: Customer Master

Use

Sales data constitutes the basic data for Sales and Distribution and Shipping. Company code data constitutes the basic data for Financial Accounting.

SAP

SAP

General data is assigned directly to clients. It is then valid for both the various company codes as well as the different sales areas. The customer number used in Sales and Distribution is thus identical to the customer number used in Accounting.

Only

Internal

Use

Partner

162


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Use

Partner

Only

Internal

Figure 70: Customer Master - Account Groups

SAP

SAP

An account group is a classification within the customer master records. The account group specifies:

Use

Which entries in the master record are required or optional (field selection) The number range for the customer account number Whether the number is assigned by the user or the system (external or internal number assignment) Whether or not the account is a one-time account (conto pro diverse) Which output determination procedure is used

You can add your own account groups to those that are predefined in the SAP standard system.

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Only

Internal

• •

Partner

• • •


SCM650

Use

Partner

Only

Internal

Figure 71: Customer Master - Selecting Fields for Data Groups

SAP

You can use field selection for each account group to determine whether field entries are optional or required. Any fields that are not required can be hidden.

SAP

You can find general data as well as the data specific to sales and distribution and the company code in the customer master record.

Only

Internal

Use

Partner

164


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SAP Use

Sold-to party Ship-to party Payer Bill-to party

Only

Internal

Specific fields are selected for each of these account groups. The field selection depends on the functions within the required partner function.

Partner

• • • •

SAP

Account groups are already set up in the SAP standard system for the different partner functions, such as:

Use

Partner

Only

Internal

Figure 72: Customer Master - Field Selection for Account Groups

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SAP

There are transactions which can be used

Use

from a sales and distribution perspective from an accounting perspective centrally for both perspectives to process a customer master record.

Only

Internal

In the SAP standard system, you can maintain banking details using either the accounting or the central transaction, for example.

Partner

• • • •

SAP

In addition to the account group, the transactions for creating, changing and displaying a customer master record also influence which fields are selected.

Use

Partner

Only

Internal

Figure 73: Customer Master - Additional Influences on Field Selection

166


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The field status information for the two influencing factors (account group and transaction) are combined in pairs. The status with the highest priority is always chosen first.

Use

Partner

Figure 74: Linking Rules for Field Selection

Internal

Only

SCM650

SAP

SAP Only

Internal

Use

Partner

Figure 75: Table Control

“Table control” is a display element that enables you to configure the table view to meet customer-specific requirements. This is particularly useful if the table contains a lot of fields.

2006/Q2


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Every user can define their own view of the data to make their own work easier, by: • • • •

Changing the sequence of columns Changing the width of columns (including making them invisible) Saving the settings as a display variant Making their display variant the standard setting

An administrator can also make individual fields invisible for the whole system.

Only

(Authorization object: S_ADMI_FCD in the Basis Administration authorization class.)

Use

Partner

Transaction Variants

Internal

•

SAP

SAP

Internal

Use

Partner

Figure 76: Transaction Variants / Screen Variants / GuiXT

Only

Transaction processes can be simplified with screen variants. These can: • • •

Enter default values in fields Hide and change the ready for input status of fields Hide whole screens

Hiding and compressing screens as well as hiding fields makes it easier to work with the SAP system and gives you a better overview. A transaction variant is made up of screen variants.

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A transaction variant is assigned to one transaction alone. Each transaction can have several variants. Transaction variants are only permitted for dialog transactions. If you are using batch input (or batch input recording), the system does NOT take account of the values in the transaction variants.

Only

A transaction variant is normally called using a variant transaction that can be incorporated in a user role, for example. With sales document types, an additional option is to assign the transaction variant in Customizing for the sales document type. Dependencies arise as a result of this special feature. These are illustrated in the following graphic.

Use

Partner

Calling a Transaction Variant Using the Sales Document Type

Internal

The supplementary tool GuiXT allows for flexible design of individual screens. GuiXT uses a script language for scripts that run on the front-end. You can find more information on the homepage for the manufacturers of GuiXT (http://www.synactive.com).

SAP

SAP Only

Internal

Use

Partner

Figure 77: Calling Transaction Variants for VA01

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Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

170


2006/Q2

SCM650


Exercise 14: Account Groups / Field Selection Customer Master Record Exercise Objectives

Only

Business Example

Task 1:

Key:

Z##

Description:

LO650-## Customers

2.

In the details screen, assign a number range to your new account group so that numbers are issued automatically, as required.

3.

Branch from the details screen for your account group to the field status for the sales data.

4.

Use the subgroup list to find the group that contains the Incoterms.

SAP

Choose the correct subgroup and set the Incoterms as a required entry field.

Task 2: 1.

Customers with account group Z## should be able to copy the Continued on next page

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Only

Internal

Define a new account group by copying existing account group 0001.

Partner

Use

1.

SAP

You want to maintain your system in such a way that the Incoterms must always be entered in sales and distribution data when customer master data is maintained. The system should also create a sequential customer number automatically when you create a new customer master record. Define a new account group with these characteristics.

Use

Partner

To ensure that order entry is as easy as possible with no system queries about incomplete customer master data, your company has decided that Incoterms must always be entered in the sales and distribution data for a customer master record.

Internal

After completing this exercise, you will be able to: • define account groups for maintaining customer master records. • describe the most important influencing factors for field selection when maintaining customer master data


SCM650

• sold-to party • ship-to party • bill-to party • payer partner functions.

Task 3:

Use

Sales organization:

1000


12

Division:

00

Account group:

Z##

Now try to enter a customer number. Does the system allow you to do this? ________________________________________________________

4.

Choose the following data: Search term:

LO650-##

Country:

Germany

Language:

German

Transportation zone:

D000020000

Shipping condition:

01

Tax classification:

1

Only

Internal

3.

Now try to leave the billing data screen without entering the Incoterms. Does the system allow you to do this? Continued on next page

172


Partner

2.

Create a new customer master record from the sales view with your new account group Z##.

SAP

SAP

1.

Use

Partner


Internal

Only

Make the relevant assignments in Customizing for Sales and Distribution.

2006/Q2

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_______________________________________________________ 5.

Choose the Incoterms FH, save the customer master record and note down the customer number. _______________________________________________________

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

2006/Q2


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Solution 14: Account Groups / Field Selection Customer Master Record Task 1:

Only

Define a new account group by copying existing account group 0001. Key:

Z##

Description:

LO650-## Customers

a)

Menu path: Display SAP Reference IMG ! Logistics - General ! Business Partner ! Customers ! Control ! Define Account Groups and Field Selection for Customers

SAP

Select the entry for account group 0001.

SAP

Use

Partner

1.

Internal

You want to maintain your system in such a way that the Incoterms must always be entered in sales and distribution data when customer master data is maintained. The system should also create a sequential customer number automatically when you create a new customer master record. Define a new account group with these characteristics.

Choose Copy As.

2.

In the details screen, assign a number range to your new account group so that numbers are issued automatically, as required. a)

Menu path:

Choose Detail. Choose the number range 02. 3.

Branch from the details screen for your account group to the field status for the sales data. a)

Menu path: Place the cursor on the “Sales data” field in the “Field status” section of the screen. Choose Expand field status. Continued on next page

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Only

Internal

Select the entry for your new account group Z##.

Partner

Use

Enter the key Z## and a description.

SCM650


4.

Use the subgroup list to find the group that contains the Incoterms. Choose the correct subgroup and set the Incoterms as a required entry field. a)

Set the Incoterms as a required entry field. Menu path: Choose Subgroup list.

Place the cursor the "Billing document" field in the “Select Group” section of the screen. Click on Choose.

Partner

Select “Req. Entry” for the “Incoterms” field. Save your entries.

Customers with account group Z## should be able to copy the

SAP

SAP

1.

Use

Task 2:

• sold-to party • ship-to party

Partner

• bill-to party

Use

Internal

Only

Result: the Incoterms are in the “Billing document” subgroup.

• payer

Only

Internal

partner functions.


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Make the relevant assignments in Customizing for Sales and Distribution. a)

Assign the permitted partner functions to account group Z##: Menu path: Display SAP Reference IMG ! Sales and Distribution ! Basic Functions ! Partner Determination ! Set Up Partner Determination Choose: Set Up Partner Determination for Customer Master

Only

Assign your account group Z## to the four functions by overwriting the existing entries.

Task 3: Create a new customer master record from the sales view with your new account group Z##.

Use

Sales organization:

1000


12

Division:

00

Account group:

Z##

a)

Partner

Internal


SAP

SAP

1.

Use

Partner

Save your assignments.

Internal

Choose: Account Groups - Function Assignment.

Create customer master record: Menu path:

Select new account group Z## and enter your sales area. Enter your data on the address tab page. Choose Sales Area Data. Complete the required fields and save the master record. Continued on next page

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Only

Logistics ! Sales and Distribution ! Master Data ! Business Partner ! Customer ! Create ! Sales and Distribution

SCM650


2.

Now try to enter a customer number. Does the system allow you to do this? ________________________________________________________ a)

Partner

Choose the following data: Search term:

LO650-##

Country:

Germany

Language:

German

Transportation zone:

D000020000

Shipping condition:

01

Tax classification:

1

Internal

Only

3.

No, because numbers are issued internally for account group Z##.

a) Now try to leave the billing data screen without entering the Incoterms. Does the system allow you to do this?

Use

4.

a)

Choose the Incoterms FH, save the customer master record and note down the customer number.

Partner

Use

5.

No, because the Incoterms are defined as required entries.

SAP

SAP

_______________________________________________________

_______________________________________________________

Only

Internal

a)

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Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

178


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Exercise 15: Table Control and Transaction Variants Exercise Objectives

Only

Business Example

Use

Partner

Because each person's daily tasks are different, the users would often like to configure the screen transactions themselves according to their individual needs. You want to learn about this option so that you can explain it to the users in your company.

Task 1:

SAP

Create an order with order type OR for the following purchase order.

SAP

1.

Internal

Search term: LO650-##

PO number:

##-1-2

Req. delivery date:

Immediately

Material:

T-AS1##

Quantity:

10

Material:

T-AS2##

Quantity:

10

2.

Use table control to reduce the width of the “Order quantity” column in the overview screen.

3.

Change the sequence of columns by putting the “Net value” field behind the “Description” field.

4.

Save your changes as a display variant under the name LO650-##.

5.

Set display variant LO650-## as your standard setting. Continued on next page


179

Only

Customer:

Partner

Use

FAX

2006/Q2

Internal

After completing this exercise, you will be able to: • adapt screens that use the display element “Table Control” to meet user-specific requirements. • create transaction variants


SCM650

Task 2: 1.

Create a transaction variant with the name “ZLO650_##” for the transaction VA01 (Create order).

2.

Create transaction code ZLO650_## for your transaction variants.

3.

Include the transaction in your favorites menu.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Solution 15: Table Control and Transaction Variants Task 1: Create an order with order type OR for the following purchase order.

Internal

Only

1.

Search term: LO650-##

PO number:

##-1-2

Req. delivery date:

Immediately

Material:

T-AS1##

Quantity:

10

Material:

T-AS2##

Quantity:

10

a)

SAP

SAP

Customer:

Use

Partner

FAX

Create an order belonging to the order type OR: Menu path:

Use

Choose order type “OR” and enter your data. Use table control to reduce the width of the “Order quantity” column in the overview screen. a)

Menu path: Place your cursor on the dividing line between the “Order quantity” and the “SU” fields. Hold the mouse button down and drag the line to the left.


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Only

Internal

2.

Partner

Logistics ! Sales and Distribution ! Sales ! Order ! Create


3.

SCM650

Change the sequence of columns by putting the “Net value” field behind the “Description” field. a)

Menu path: Place the cursor on the column heading for the “Net value” field. Hold the mouse button down and drag the field to the right of the “Description” field.

Save your changes as a display variant under the name LO650-##. a)

Menu path: Place the cursor on the symbol in the upper right-hand corner of the table control.

Partner

Click on the symbol. A dialog box appears. Enter the name for your display variant.

Use

Choose Create. Choose Copy. Set display variant LO650-## as your standard setting. a)

Menu path: Place the cursor on the symbol in the upper right-hand corner of the table control.

Partner

Click on the symbol. A dialog box appears.

Use

SAP

SAP

5.

Internal

Only

4.

Select your display variant as the standard variant.

Only

Internal

Choose Copy.


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Task 2: 1.

Create a transaction variant with the name “ZLO650_##” for the transaction VA01 (Create order). a)

Create transaction variant: Menu path:

Only

Enter the transaction VA01 and the variant ZLO650_##.

Partner

Run the transaction for the first screens and create a screen variant for the individual screens. Save and test your entries. Create transaction code ZLO650_## for your transaction variants. a)

Use

2.

Internal

Display SAP Reference IMG ! SAP NetWeaver ! General Settings ! Field Display Characteristics ! Configure Application Transaction Fields

Create transaction code:

SAP

Choose: Goto ! Create variant transaction

Enter the transaction VA01 and the variant ZLO650_##.

Partner

Enter the transaction name ZLO650_##.

Internal

Choose Continue. Save your entries. 3.

Include the transaction in your favorites menu.

Only

a)

Menu path: Favorites ! Add Transaction

2006/Q2

SAP

Display SAP Reference IMG ! SAP NetWeaver ! General Settings ! Field Display Characteristics ! Configure Application Transaction Fields

Use

Menu path:


183


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Lesson Summary You should now be able to: • define account groups for maintaining customer master records • adapt screens that use the display element “table control” to meet your specific requirements • create and use transaction variants

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

184


2006/Q2

SCM650

Unit Summary

Unit Summary

Only

Use

Partner

Internal

You should now be able to: • Describe the options for making release-independent modifications to the system in Customizing for Sales and Distribution • Explain the idea behind the SAP enhancement concept • Use the standard listing functions in the sales processing system • Use display variants to adjust the listing functions for certain user groups to their requirements • Optimize the scope of the display for these lists with user-specific display variants • define account groups for maintaining customer master records • adapt screens that use the display element “table control” to meet your specific requirements • create and use transaction variants

SAP

SAP Only

Internal

Use

Partner

2006/Q2


185

Course Summary

SCM650

Course Summary You should now be able to:

Only

Use

Partner

understand complex relationships when mapping organizational structures adapt copying control configure text control implement output control explain the options for system modification in any release modify the interface for transactions and master data in Sales and Distribution

Internal

• • • • • •

SAP

SAP Only

Internal

Use

Partner

186


2006/Q2

Feedback Only

Use

Partner

Internal

SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.

SAP

SAP Only

Internal

Use

Partner

2006/Q2


187

SCM650 - Cross-Functional Customizing SD.pdf

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